In excess capacity and high fuel costs under double pressures of power generation enterprise thin margins, benefit space gradually narrowing.To flourish and new open sell electricity company, profits depend on single difference model.In this context, a conflict between selling electricity is hard to avoid.Encounter problems, relevant companies should look to the market.

Frequent electricity market news this year.The ningxia coal matches, shanxi electric enterprise collective after wade monopoly was sent off, henan electric power market and the dramatic scene: many independent sell electricity companies looking for henan complain to the competent department of the government suggested the government to strengthen the supervision of electric power enterprises.

On June 14, supplementary announcement of henan electric power trade center, and the contract submitted by the deadline postponed to 19th, power limitation and power generation enterprise to carry on the adjustment, from the verification of the upper limit of 2500 hours to 3000 hours.

Analysts believe that the deadline to transfer delay means.But the game still exposed this round of marketization of new electric change is still in the process of actual forward facing complex challenge.

In excess capacity and high fuel costs under double pressures of power generation enterprise thin margins, benefit space gradually narrowing.To flourish and new open sell electricity company, profits depend on single difference model.In this context, a conflict between selling electricity is hard to avoid.

To sell electricity enterprise "smart"

In early June, henan electric power market ushered in the third bilateral negotiation, some sell electricity enterprises in the process of negotiation, found that the local power companies may have reached a price alliance, "unified caliber to six mile", this is more than 2 points before they expected reduction are far-reaching.

The expected, 2 points is reference to sell electricity enterprise henan centralized price bidding in early 1.5 points in the reduction and shandong province for about 2 minutes and reduction.In the sell electricity companies, many companies in order to get a big contract, signed a point guaranteed contract ahead of time, this means that if you accept prices given in the power generation enterprises, six li of the wholesale price, then will sell electricity enterprise oneself bear loss of the degrees of electricity 4 mile.

Not only that, in the industry emerged in the mian pool park agreed to by a power generation company exclusive preserve the whole park sell electricity business.And talk at the same time, some power plants refused to sell electricity to private sell electricity enterprises.

A string of bad news was on pins and needles make private sell electricity enterprises, if the private sale of electricity power enterprises shut the door, you can't buy electricity independent sell electricity enterprise only out eventually.

On June 13, henan many private sell electricity companies on behalf of complaining to henan province development and reform commission and other departments to submit documents, according to henan several power companies attempt for "price monopoly", suggested that the government strengthen the electric power market regulation and the market healthy and long-term development needs a fair and open system and rules of constraint, Suggestions to strengthen the supervision of the power market, standardize the trading behavior, avoid to disrupt the market or the phenomenon of monopoly market."

On the matter, the contradiction of the other party, henan several large power generation company, did not see any public comment.Center of henan electric power trade 14 issued a supplementary notice, the contract submitted by the deadline postponed to 19, and power limitation on the adjustment to the power generation enterprise, from a verification of the upper limit of 2500 hours of 2500 hours.

On March 15, according to the henan province development and reform commission issued by the province of 2017 year electricity power generation dispatching enterprise energy saving and emission reduction plan, this year in henan province has direct trading power scale in 80 billion KWH.But so far, henan organized a collective trading through bidding, and before and after two rounds of annual bilateral consultation, trading volume has yet to break through 30 billion KWH.

Electrical energy, an analyst at China securities xiu-qiang wang in an interview with the 21st century economic report reporter pointed out that in the case of henan electric power market, power generation enterprises attempt is to sell electricity companies have "monopoly of", but also in understanding.

Xiu-qiang wang said to capacity and is driven by factors such as coal prices continue to surge in the second half of 2016 began, the decline of the coal enterprise performance are.Under the current market conditions, to participate in the electric power market transaction means that since the fall of electricity."Early last year power companies are now surplus grain, and benefits of the guangdong show. But in the current situation, some on the edge of the loss of power generation enterprises struggle, can let the generation spit on space several beyond."

"In sell electricity company's survival, earn price difference is not long, also is not sell electricity company core competitiveness lies. Especially the platform class sell electricity company (bags), can easily earn high also cease to exist."Xiu-qiang wang thinks, from the early stage of the practice of reform, to sell the company's future price gap will be smaller and smaller, it can get way out lies in two aspects, one is more conducive to sell electricity, 2 it is to firmly grasp the market demand, the user is the food and clothing parents sell electricity company.

"The new electricity to adhere to the reform direction of socialist market economy, the target is on both ends of power generation and sell electricity to introduce more competition in the market. Have a problem, should to the market to find way to sell electricity company, rather than rely on the government for that, it just shows that sell electricity company's market consciousness should be improved."Xiu-qiang wang said.

Adhere to the market-oriented

In henan power and sell electricity game, are not isolated cases of electric power industry structure remodeling.

In march, ningxia has showed the shenhua coal enterprises and between power generation enterprises by electricity coal prices are hard to coordinate, power companies will go to local government contradiction between public and cases.

In June, the media also reported the related progress of shanxi electric power first antitrust case.In April this year, the association of shanxi electric power industry, guodian shanxi branch and so on a total of 25 party for thermal power enterprises by the price supervision and anti-monopoly bureau of Shanxi Province issued the administrative penalty notice in advance, for the parties to a total of more than 130 million yuan.Almost all the power generation enterprises in Shanxi Province were involved in the cases of antitrust case.

Case arises from the beginning of 2016, shanxi electric power industry association symposium, nine power generation group and 15 independent power plant signed a "treaty" industry, agreed in 2016, the second batch of direct power supply deal offer a benchmark price decline is not higher than 0.02 yuan/KWH.

Report according to the electricity enterprises, law enforcement agencies that after investigation, a number of evidence in the case of the unit carried out according to the stipulated price monopoly agreements, volume of about 25 billion KWH (more than 85%) of the second batch of trading volume and turnover of nearly 8 billion yuan.

The administrative penalty notice in advance, after the issuance of the association of shanxi electric power industry, huadian energy co., LTD., shanxi datang group company shanxi branch and other 19 units to be made by the administrative punishment disputes, and apply for a hearing.Hearing, the unit and law enforcement agencies involved in the debate.This is the first influential power price monopoly case.

More than in the interview, the personage inside course of study points out, the case of shanxi and henan, highlights the current market situation, promoting the new round of electricity reform since 2015 in the implementation of the ground is still faced with complex difficult challenges.

On the one hand, in 2016, the coal enterprise profits appear cliffs down, five big power group coal profits fell 68.6% year on year;In the first quarter of this year, in 38 listed electricity companies, there are 16 in the first quarter net profit loss, 19 home appliance enterprise net profit year-on-year decline, only three home appliance enterprise net profit year-on-year increase.Under such market, want to keep power generation enterprise benefits nearly impossible.

, on the other hand, the five domestic power state and four small generators are state-owned enterprises, according to the state regulation thinking, managers face the biggest challenge is to prevent loss of state-owned assets in the first place.Say new electricity change the start, power generation enterprise is faced with the problem of how to avoid the loss of state-owned assets.

Let go from place to place and sell electricity side reform, sell electricity company to flourish, and profit model is relatively single, mostly depend on the price difference from power generation companies to cut meat.This case, power generation and sell electricity side of the conflict is inevitable.

Harder to challenge at government level.Xiu-qiang wang believes that the government departments is the rules of market makers, regulators, is also the object of the reform, development and reform commission (NDRC), the letter committee, etc.).Policies and rules to balance the interests of all parties and the principle of market-oriented, itself is a difficult problem.Petition in henan sell electricity company complaining again this kind of situation, the government often face a dilemma, neutral coordination is a difficult thing.

"In the past, the principle of the coordination is not a little, that is, the interests of all parties in a balanced manner. But now the big different, should coordinate with market (the first law of market supply and demand determine prices) oriented. Moreover, the government also constantly cutting power, the decentralization in the reform, reform has been a marginal improvement, cutting can no longer go back."Xiu-qiang wang said.

The original title: electricity generation and sell electricity enterprises "trouble" experts: to the market to find solution