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"China's power generation industry is currently in the best period since the power reform in 2002, and it is also at a new historical starting point. However, there is a long way to go to promote transformation and upgrading. The new normal, new electricity reform, state-owned assets and state-owned enterprise reform will Bringing new opportunities and new challenges to the power generation industry.†Chen Zongfa, Director of the Enterprise Management Department of China Huadian Group, made a speech entitled “The Impact of New Power Reform on the Power Generation Side and Countermeasures†at the 2015 China Power Development Forum, which opened on April 28th. Speech. He said that in the near term, the impact of the new normal on the power industry is greater than the challenge. The new power reform and state-owned assets reform will add more uncertainty to the development of power generation enterprises.
Five characteristics of power generation enterprises under the new normal state
China's economic development has entered a new normal, and the impact on the power industry is far-reaching and systematic. Chen Zongfa believes that at present, China's power generation enterprises show five stages: economic growth shifts, power consumption growth slows, and power generation competition is fierce; coal prices continue to slump, becoming the “cornerstone†of the power generation industry's profitability. The pattern of coal loss is more obvious; the non-electrical industry is diversified, the transfer mode and the structure are facing new challenges; the resource and environmental carrying capacity is weakened, the pressure on energy conservation and emission reduction is increasing, the power supply structure is clean and development, and the regional space layout is speeding up; The intervention is large and the degree of marketization is low. It is in the “semi-planned and semi-market†operation state.
The impact of new electricity reform on the power generation side
Talking about the impact of the new power reform on the power generation side, Chen Zongfa believes that the new power reform will reshape the power generation enterprise and will have a major impact on its business philosophy, development space and business model. In the long run, the power generation industry will likely have a situation of profit and loss, survival of the fittest, merger and reorganization. He also pointed out that power generation enterprises enter the power sales side and users directly trade, can obtain more development space; the power market competition will be more intense, fair and direct; the electricity price mechanism will become more market-oriented, but the overall water level will fall; The supporting measures for energy and new energy development will be more secure; the factors affecting the profit and loss of power generation enterprises will be more complicated and changeable.
In terms of electricity price reform, Chen Zongfa pointed out that the government separately approved the transmission and distribution price to change the grid profit model from the system, prevent the interests from being dispatched and the price difference, and safeguard the legitimate rights and interests of power generation enterprises. Large-scale direct-purchasing power reforms enable power generation companies to secure more power, reduce fixed costs, and reduce the loss of benefits. However, the current market surplus is likely to lead to excessive competition and increase the price of electricity. In terms of market-oriented reforms, he believes that in the context of the current oversupply of the electricity market and the pressure of steady economic growth, whether power generation can dominate the negotiated electricity price and market pricing depends on the strength of the power generation enterprise. Market conditions.
The reform of the electricity-sales side of the new power reform allows qualified power generation companies to invest in the formation of power sales companies, which may be a new profit growth point for power generation companies. This policy is conducive to extending the industrial chain of power generation enterprises, integrating sales, optimizing resource allocation and strategic layout, but at the same time guarding against the competition between power generation companies and increasing market risks.
Power generation companies actively respond to new power reforms
After the new power reform, how do power generation companies seize opportunities and avoid risks? Chen Zongfa made recommendations. He believes that, first of all, power generation companies should actively carry out research on new power reform programs, track supporting rules, and pay close attention to the trend of reform pilot areas. Secondly, it is necessary to find out the base of the generator set, actively participate in the direct trading of electric energy, and prepare for the establishment of a sales company. Third, we must change the focus of work, from the past "running government" to "running the market", actively communicate with major customers, government departments, and competitors to prevent vicious competition and achieve multi-win. Fourth, establish a power market marketing system that is “market-oriented and customer-focusedâ€. Fifth, control the development rhythm of the power supply, strengthen the optimization of configuration, improve equipment reliability, and enhance competitiveness. Sixth, taking into account government requirements and social responsibilities, and strive to promote the efficient use of clean energy, we must avoid the development of high-energy-consuming industries in the name of reform, and make reforms such as direct transactions become special policies to reduce the cost of high-energy enterprises. At the same time, prevent redundant construction of the distribution network and achieve reasonable competition in the electricity sales market.
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New electricity changes and five major power generation