The National Development and Reform Commission played a price adjustment "combination boxing"

Abstract The trial price of residential ladders, the temporary maximum price limit for coal, and the increase of non-residential electricity prices were announced. The National Development and Reform Commission announced a “combination boxing” to regulate coal-fired electricity prices yesterday. In terms of electricity prices, since December 1st, the on-grid electricity price of coal-fired power plants nationwide will be flat...

The trial of the residential ladder price, the temporary maximum price limit for coal, and the increase in non-residential electricity prices, the National Development and Reform Commission announced yesterday a set of "combination boxing" to regulate coal-fired electricity prices.

In terms of electricity price, since December 1st, the on-grid tariff of coal-fired power plants nationwide has increased by 2.6 cents per kWh, and the subsidy standard for renewable energy tariffs levied with the sales price has been raised from the current 0.4 cents per kWh to 0.8. Dividing money, transmitting to the terminal non-residents selling electricity prices is an average of 3 cents per kWh. The National Development and Reform Commission also announced that it will try the ladder price system for residential electricity prices. In terms of thermal coal, since January 1 next year, the contract coal price increase provided by coal enterprises to power companies shall not exceed 5% of the previous year's contract price, and the market price of the main port 5500 kcal market shall not exceed the maximum per ton. 800 yuan, and the price of thermal coal directly to the transportation market is not higher than the level of April this year.

Up-grid price and sales price increase

The National Development and Reform Commission announced that since December 1st, the on-grid tariff of coal-fired power plants nationwide has increased by an average of 2.6 cents per kWh, and the additional standard for renewable energy tariffs levied with the sales price has been raised from the current 0.4 cents per kWh to 0.8 cents. In some areas, the coal-fired power plant with installed and normal operation of denitration equipment will try to denitrate the electricity price policy, and increase the price by 0.8 cents per kWh outside the on-grid price to make up for the increase in denitration costs. The above measures have affected the national sales price by an average of about 3 cents per kWh.

For the sales price increase of 3 points per kWh, the industry believes that the previous two on-grid price adjustments to the normal transmission of downstream prices. Some analysts told reporters: "The first two adjustments this year only adjusted the on-grid price, the sales price did not move, which caused a certain impact on the profit of the grid. In terms of the adjustment of the price of electricity, basically the same as the increase in the price of the grid. It is also to make the influence of price adjustment smooth to the downstream."

Speaking of the background of this price increase, a securities analyst who did not want to be named told reporters that since this year, rising coal prices have caused the "ignition price" of thermal power generation enterprises to be almost equal to the on-grid price, and even various financial expenses. After that, it is higher than the on-grid tariff, which makes the power generation companies lose their enthusiasm for power generation when they suffer profit losses. It is reported that many local power generation companies use "unscheduled maintenance" and "freight freight" and other excuses not to buy coal or start up, which undoubtedly poses a hidden danger to winter electricity consumption in areas mainly relying on thermal power. The price increase is also to compensate the power generation companies in order to mobilize their enthusiasm.

Whether the increase of 2.6 cents will bring substantial benefits to power generation companies, Lin Boqiang, a professor at the China Institute of Energy Economics of Xiamen University, said in an interview with this reporter: "The 2.6 cents contains 0.8 points of out-of-stock costs, that is, Said that the electricity company actually got 1.6 cents, according to the current thermal power consumption calculation, the on-grid price increase of 1 point will bring electricity to the electricity company 42 billion yuan, in fact, 1.6 cents will bring nearly 80 billion yuan income."

According to previously published in the ITU-fired power loss of hundreds of billions of argument, Lin Bo think the price increases, the loss of power companies can basically be remedied, and is expected to gradually move towards profitability.

For the subject in the sales price of 0.4 cents in the renewable energy surcharge, the NDRC said that to promote renewable energy development, "Renewable Energy Law" stipulates that renewable energy prices higher than the price of conventional energy generation part, Apportioned across the country. Since 2006, the state has introduced renewable energy tariffs in the sale of electricity prices. At present, the additional standard for renewable energy tariffs in China is 0.4 cents per kWh, and the annual collection amount is about 10 billion yuan. With the rapid development of renewable energy power generation, renewable energy tariffs have become insufficient. In 2010, the gap was about 2 billion yuan; the gap in 2011 was about 10 billion yuan. In the future, with the development of renewable energy, the demand for this additional fund will further increase.

"Renewable energy consumption subsidizes 0.4 cents per kWh. According to the current 4 trillion kWh of renewable energy use, the subsidy scale is about 16 billion yuan." Securities analysts told reporters.

The ladder price reform plan emerged

In this comprehensive adjustment plan for coal-fired power, the price of coal and electricity prices in Lin Boqiang seems to be only a short-term policy adjustment. "It is far from being called coal-electricity linkage," but he also believes that there is one in this plan. The measures related to the electricity price reform have been launched, that is, the “Guiding Opinions on the Trial Electricity Price for Residential Electricity Consumption” issued by the National Development and Reform Commission (hereinafter referred to as “Guiding Opinions”).

According to the "Guidance Opinion", the current single-form residential electricity price will be changed to users. consumption   Different electricity prices are implemented in different electricity prices, and the electricity price increases in three steps in a step-by-step manner. The electricity price covering 80% of the electricity consumption of residents will remain unchanged. The price of electricity consumption will increase by 3 cents between 80% and 95%, while the unit price of the remaining 5% will use the most electricity. The price increase is 0.3 yuan. At the same time, low-income groups will be provided with 10 kWh or 15 kWh of free electricity per household per month. This policy needs to be implemented by local governments after fulfilling the price hearing procedure.

"The ladder price policy has implemented a substantial price increase for high-power users, but it is actually a measure of total balance. The more you pay in the future, the more you pay, which is in line with the principle of fairness." An energy expert told reporters. .

In fact, since October last year, China has publicly solicited opinions on the implementation of the ladder price. The reporter noted that the "Guiding Opinions" have made certain modifications on the original basis. For example, the first-rate electricity price will not be increased in principle, so as to ensure that the vast majority of residents do not increase the electricity expenses and increase the sub-standard electricity standards. The first gear is expanded to cover 80% of households.

In the process of China's reform to the "market power" direction from "plan electricity", there is controversy about the price ladder and TOU price of two routes. In this regard, the National Development and Reform Commission said that the ladder price and peak and valley time-of-use electricity prices are not contradictory and can be parallel. Both are important demand side electricity price management systems, but the focus is different. Residents' ladder price is mainly to encourage power users to save electricity; peak-to-valley time-of-use electricity price is mainly to encourage power users to use less electricity at peak times, use more electricity at low valleys, cut peaks and fill valleys, and improve power system operation efficiency. The state encourages the implementation of residents' peak-to-valley time-sharing electricity prices, and requires local governments to formulate measures for residents' peak-to-valley time-sharing electricity prices.

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