On the 26th, the director of the State Electricity Regulatory Commission, Tan Rongzhen, said at the launching ceremony of the “Special Action for the Supervision of Residential Power Consumption Quality†that the country’s largest power gap will reach 26 million kilowatts this winter and next, including the four southern provinces (Guangdong, Guangxi, Guizhou, In Yunnan and other provinces and cities in central China, the water supply is dry and the electricity consumption situation is severe. Wu Xinxiong, chairman of the State Electricity Regulatory Commission, revealed that since the beginning of this year, some regions in China experienced a serious power shortage during the peak summer period. The largest gap in the national grid (microblogging) area was 16.33 million kilowatts, and the southern power grid area was 14.79 million kilowatts. . Up to now, this power supply tension is still continuing, and the supply and demand situation of electricity supply in this winter is not optimistic. According to the data provided by the SERC, as of the end of September, Guangdong's maximum load was 74.746 million kilowatts, a record high in load history; the maximum peak load was 7.4 million kilowatts, which exceeded the historical maximum of 7.078 million kilowatts in Guangdong during the 2008 ice disaster. The peak load is expected to have a large power gap in the fourth quarter. Southern Hebei Power Grid expects that during the peak winter season, the maximum power load will reach 22.5 million kilowatts, and the initial maximum power gap will reach 1 million kilowatts. At the same time of lack of electricity, coal prices are also rising. On the 26th, Qinhuangdao Coal Network announced the average price of the new Bohai Sea thermal coal. The current price was 853 yuan/ton, up 0.71% from the previous month and up 14% year-on-year. Since August 31, it has risen for eight consecutive weeks and has reached a record high. Professor Zhang Particle, assistant to the president of North China Electric Power University, pointed out that China's electricity structure is dominated by coal power. According to the current power demand gap and growth rate, coal production capacity is still insufficient, and it will definitely be a state of tightening in the future. Coal prices will naturally rise in anticipation of tight supply. "Recently, the central government's support for small and medium-sized enterprises and the implementation of stimulus policies for the real economy may cause some enterprises to recover their production, which will naturally drive demand for electricity, which in turn will drive the demand for coal. It is expected that coal prices will maintain a rising trend during the Spring Festival." Xing Lei, a professor at the China Coal Economic Research Institute of the Central University of Finance and Economics, told the Economic Information Daily. Li Chaolin, a coal expert, believes that with the advent of winter, the demand for coal has increased relatively, and the output has not increased simultaneously. The tight supply has caused coal prices to rise. According to the current gain, the price will reach the highest level this year, but will be lower than the highest level in 2008. That is the highest level after 2008. Coal prices will continue to rise for some time to come, which may in turn exacerbate the tight supply of electricity in some areas. Li Chaolin said that the current coal price is too high to increase the cost of coal-fired power enterprises. Enterprises are reluctant to generate electricity because of losses, and they stop production or start work in the name of maintenance. This has further increased the power gap. Zhang particles also said that in the case of high coal price operation, the lack of coal-electricity linkage makes the power generation enterprises not enthusiasm, resulting in tight power supply. "The vicious circle cannot be so sustained, otherwise it will definitely harm the economic development." She suggested solving the power shortage problem. It is necessary to start from the two aspects of supply and demand, and to slow down demand growth through energy conservation and industrial structure optimization and adjustment. At the same time, increase supply, increase the intensity of coal imports from abroad, and strengthen guidance for the coal industry. "The monopoly is not eliminated, and the situation of coal power shortage cannot be solved." Li Chaolin pointed out that coal power shortage is related to the monopoly of the power industry. The key is to break the monopoly, change the system, and introduce competition.
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