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The on-grid tariff of the three provinces of Xiaoxiang and Guizhou will increase by 2 points per degree.
The on-grid tariffs in Henan and Hubei provinces are expected to increase by another 0.5 points. Authorities revealed yesterday that following the upward adjustment of the on-grid tariffs of more than ten provinces in Shanxi and Henan in April, the National Development and Reform Commission plans to increase the on-grid tariffs of Jiangxi, Hunan and Guizhou by 2 points/kWh. This will greatly ease the pressure on local thermal power plants. A rough estimate, an increase of 2 cents is equivalent to a unit price increase of 60 yuan / ton. In addition, the increase in the on-grid tariffs of Henan and Hubei provinces is intended to be adjusted to 2 points/degree from the previous 1.5 points/degree. According to the source, due to the relatively high price of thermal power in Hunan and Jiangxi in the central region, the local government did not agree to the upward adjustment in the round of price adjustment in early April. Therefore, there is no upward adjustment. However, the power shortages in Hunan and Jiangxi have become more and more fierce recently, and a large number of coal-fired power plants have been shut down in coal-fired power plants, which has seriously affected local production and life. Therefore, the supplementary tariff increase plan for the three provinces has been urgently proposed. It is understood that a few days ago, the National Development and Reform Commission convened the heads of electricity price management in Hunan, Guizhou, Jiangxi and other provinces to discuss the price of thermal power in the region. According to another report, in Hunan Province, the suspension of peak and valley electricity price policy has also been approved by the National Development and Reform Commission, and is proposed to be implemented in the near future. The so-called peak-valley electricity price refers to the electricity price system that divides the day into multiple time periods according to the change of the power system load curve, and charges the electricity or electricity at different time periods according to different prices. In the peak of electricity consumption, high electricity prices are implemented, power consumption is suppressed, low electricity prices are implemented by electricity valleys, electricity is encouraged, and electricity is fully utilized on the demand side. However, under the current situation of tight power supply, even in the low electricity consumption, there is no condition to encourage large-scale electricity use. After the electricity price of the relevant provinces is raised, some power generation companies will increase their profitability, such as listed companies (7.77, -0.86, -9.97%) and Huayin Power (5.60, 0.00, 0.00%). The newspaper reported that the National Development and Reform Commission raised the on-grid tariffs of 16 provinces (autonomous regions and municipalities) in the first half of April. Among them, Shanxi had the highest increase of 2.6 points/degree, and Shandong and other five provinces raised 2 points/degree, Henan and other two. The provinces raised 1.5 points/degree. In addition, three provinces raised 1 point/degree, one province increased 0.9 points/degree, and four provinces raised 0.4-0.5 points/degree. Overall, 16 provinces raised their average online. The electricity price is about 1.2 cents/degree. In order to avoid the impact on CPI, the terminal sales price will remain unchanged for the time being, and will move according to the CPI situation. Moreover, from the perspective of the two major power grid companies, the State Grid Corporation earned 45.09 billion yuan last year, and China Southern Power Grid Corporation earned 10.084 billion yuan last year. The lucrative profit situation also makes it possible to unilaterally bear the cost of raising the on-grid price for a certain period of time. The industry believes that due to the small coal resources in the central and southern provinces such as Hunan and Jiangxi, the cost of coal logistics is high, the coal price to the factory is high, and the coal shortage is very serious. Therefore, raising the on-grid price appropriately will help ease the operating pressure and encourage the power plant to be active. Buy coal to generate electricity, alleviate the power shortage.