The NPC and CPPCC have just concluded. The government work report has set the tone for the comprehensive deepening of reforms in various industries this year. The Prime Minister said, "No matter what the resistance is, we have enough resilience to promote reform."
In the context of supply-side structural reforms, what expectations are placed on the transformation and upgrading of the power industry? What deep adjustments will we usher in this year?
Multiple demands are superimposed, opportunities and challenges coexist in the transformation and upgrading of the power industry
1. The task of “three go, one drop, and one supplement” is arduous. The power industry is not only an object of capacity reduction, but also an important fulcrum to promote cost reduction and service support reform of enterprises.
This year, the scope of de-capacity has been further expanded from the steel and coal sectors to the coal power sector.
The National Energy Administration plans to strive for phase-out, suspension, and postponement of more than 50 million kilowatts of coal power in 2017, of which 5 million kilowatts of backward units will be eliminated, 38 million kilowatts of illegal projects will be suspended, and more than 7 million kilowatts will be postponed.
Huaxun Securities new researcher Wang Xiuqiang predicts that under the strong intervention of administrative measures, the substantial expansion of coal power will be eased, and the hours of power generation will be transferred to large-capacity and high-efficiency units.
A key task of cost reduction is to reduce the cost of energy used by enterprises, including electricity bills. The National Development and Reform Commission revealed that last year, the country has reduced the number of enterprises through the implementation of a coal-electricity price linkage mechanism, transmission and distribution price reforms, encouraging market-based electricity trading, and improving the implementation of basic electricity prices.
The electricity consumption of the industry is more than 100 billion yuan. In accordance with this year's trillion yuan tax and fee reduction targets, "power reduction" is still a major demand of governments at all levels.
Some experts said that if the construction of the power market is not completed as soon as possible, it is very likely that the power reform will deviate into a reform with price reduction as its sole purpose.
2. The call for improving the ecological environment is soaring. The power industry has become an important player in strengthening comprehensive environmental governance. The development of renewable energy will usher in major policy benefits.
The government work report for the first time puts forward a “fighting against the blue sky”. The primary policy target is the power industry, including the comprehensive implementation of the comprehensive management of loose coal, increased ultra-low emissions from coal-fired power plants and energy-saving reforms, and effective relief of the “three abandonment” situation. Safe and efficient development of nuclear power, etc.
Regarding the consumption of clean energy, Nur Baikli, a representative of the National People ’s Congress and director of the National Energy Administration, said that wind power and photovoltaics were developed in the past. The next step will be to deploy more in the central and eastern load centers and accelerate the development through distributed methods. Speed, make the built wind power,
Photovoltaics will not become “sunburning” on the day of construction. For large-scale renewable energy bases already built and under construction in the "Three Norths" region, the construction of transmission channels still needs to be strengthened.
With regard to the development of nuclear power, Sun Qin, a deputy to the National People ’s Congress and a member of the National People ’s Congress ’s Environment and Resources Committee, suggested that new projects should be continuously promoted to avoid the ups and downs of nuclear power development; to fulfill the promise of smog management and achieve the goal of non-fossil energy proportion, nuclear power is not an option, and Is China's energy development
The inevitable requirement of the exhibition ...
From clean energy production to green and low-carbon energy consumption, there is no doubt that the optimization and adjustment of energy structure will be accelerated by the improvement of air quality.
3. Urgent demands for the transformation of local energy, bringing a rare opportunity to the innovation and development of the power industry
Hebei is seeking to build a model province for energy transition. During the NPC and CPPCC sessions, Hebei Province and State Grid Corporation of China signed the "Thirteenth Five-Year Plan" for the Development and Cooperation of Power Grid for accelerating the transformation and upgrading of Hebei's energy structure.
Qinghai has started the construction of a national green energy demonstration province. On March 13, Qinghai and Hubei provincial government officials signed an Energy Strategic Cooperation Agreement. During the "Thirteenth Five-Year Plan" period, Qinghai will deliver clean energy to Hubei every year, and the annual power transmission scale will increase year by year.
Suzhou, Jiangsu is working with the State Grid Corporation of China to create a model city for international energy change. Qu Futian, a representative of the National People's Congress and the mayor of Suzhou, said that Suzhou hopes to promote the comprehensive development of the city through a series of changes in the energy field and to serve as a model for the province and the country ...
Local governments attach great importance to structural reforms on the supply side of the energy sector, which will inevitably create a good external environment for the transformation and upgrading of the power industry.
Multiple reforms are intertwined, deep adjustment of the power industry enhances endogenous power
1. Staff diversion and resettlement becomes the focus of attention after de-capacity
Prime Minister Li Keqiang stated that the resettlement of employees is the central government's most important issue in advancing supply-side structural reforms and the elimination and elimination of excess capacity. Expansion of production capacity into the coal power sector this year, plus some employees who have not been resettled last year, may total nearly one million
People need to be resettled.
Xiao Yaqing, director of the State-owned Assets Supervision and Administration Commission, said that central enterprises must give priority to employee placement when dealing with "zombie companies", companies with poor governance, and slimming bodies to reduce the corporate level and management level.
The Prime Minister said that the central approach is to create new jobs because we are promoting new momentum. At the same time, the Central Committee will continue to make good use of the 100 billion yuan of special funds and require local governments to do a good job in supporting facilities. Of course, companies must also fulfill their social responsibilities.
2. The coal power industry central enterprises will reorganize the existing production capacity
Ning Jizhen, deputy director of the National Development and Reform Commission, pointed out that coal power will take a variety of ways to reduce its capacity this year, such as elimination, reorganization, and transformation. Zhang Xiwu, deputy director of the SASAC, also said that it is necessary to accelerate the restructuring and integration of the coal power industry, heavy manufacturing equipment industry, steel industry and other fields to promote the solution.
Determine the problem of overcapacity.
These statements mean that mergers and reorganizations will become an important means of coal-power supply-side reforms, and the coal-power industry is expected to usher in major changes. According to Shen Wanhongyuan's analysis, the number of central enterprises in the power industry is the largest, and there is considerable room for improvement in the concentration of the industry.
"Merger and reorganization", "coal, electricity marriage", "central enterprises merge local state-owned enterprises" three possibilities.
3. Social capital will pour more into the power industry to share reform dividends
The reform of mixed ownership in the power industry is intertwined with the reform of the power system. The policy of “opening competitive businesses” has attracted the attention of private enterprises.
Sun Ming, a representative of the National People's Congress and chairman of the Sichuan Chengdu Federation of Industry and Commerce, suggested that relevant government departments should guide private enterprises to combine the task requirements of the country and provinces and cities to reduce production capacity, inventory, and make up for shortcomings, and grasp the opportunities brought by mixed reform and market clearing. , Actively participating in the new distribution network
Domain mixed pilot.
At present, the State Grid Corporation of China is taking the pumped storage power station, distributed power, electric vehicle charging and replacement facilities, and incremental power distribution investment pilot projects as breakthrough points in the reform of mixed ownership to actively support the introduction of social capital investment and construction. In addition, it also relies on its listed companies
The company's capital operation and equity investment introduce social capital, and promote the introduction of strategic investors by financial units.
Xiao Yaqing, director of the State-owned Assets Supervision and Administration Commission, said that the breakthrough in mixed ownership reform in 2017 should be further expanded.