Recently, on the website of the National Development and Reform Commission (NDRC), the reply to Beijing, Hainan and Gansu to carry out the reform of the power system reform, and the approval of the reply to the trial of the power-sale-side reform in Fujian and Heilongjiang have caused a lot of fluctuations in the power industry. This means that people can use cheaper electricity, which means that the regional monopoly of selling electricity is broken, and power reform will be further accelerated.
According to the pilot project of the power-sale reform of Fujian Province announced by the National Development and Reform Commission on September 6, Fujian can set up a power sales company for power grid enterprises in the next step; the social capital investment in the distribution network and the power sales company with the right to operate the distribution network; An independent sales company that does not have the right to operate the distribution network. There may be multiple power selling companies in the same power supply business area, and the same power selling company may sell electricity in multiple power supply business areas.
The comprehensive pilot program for Beijing's power system reform announced on the same day also pointed out that the power generation plans other than public welfare and regulation were released in an orderly manner, and the planned power generation of the Beijing Thermal Power Plant was gradually reduced. Cultivate the main body of the electricity sales market, attract social capital into the field of competitive power sales, develop energy value-added services, and provide users with diversified and personalized comprehensive energy services.
Gansu's power system reform pilot program also proposed to gradually expand the scope of power generation enterprises, power sales entities and user access, and on the basis of continuing to expand the scale of direct electricity trading in the province, actively promote cross-provincial cross-regional direct power transactions, and timely launch spot Trading, standardizing and perfecting direct trading mechanisms based on medium and long-term power trading.
In addition, Hainan Province's power system reform pilot program proposes to use the direct trading of large users as the entry point to gradually promote the establishment of the power market system; establish the transmission and distribution price during the transition period, and determine the transmission and distribution price as the breakthrough point in the long-term. We will promote the reform of electricity prices; orderly the opening of the electricity distribution business to social capital as a breakthrough, and steadily push forward the reform of the electricity sales side; improve the electricity price formation mechanism and guide the power users to implement demand side management.
Heilongjiang's sales-side reform pilot program proposed to actively cultivate diversified power distribution investment entities. Change the single power supply mode of provincial power companies, and promote the formation of power supply situations in which multiple power distribution networks, such as provincial power companies and local power grid enterprises with distribution network operation rights, coexist. Encourage power generation companies, power grid companies and social capital to invest in the establishment of electricity sales companies. There may be multiple sales companies in the same power supply business area, but only one company can have the right to operate the distribution network in the business area. The distribution network should be open to all power companies without discrimination and provide guarantee services.
The above reforms break the monopoly and will enable companies to choose cheaper electricity. However, for the moment, the price of hydropower is the cheapest, at around 0.2 yuan per degree, thermal power is about 0.3 yuan per degree, nuclear power is about 0.4 yuan, and wind power and photovoltaic on-grid electricity prices are about 0.5 yuan and 0.8 yuan per degree respectively. It is undeniable that the country is vigorously developing the wind power and optoelectronic industries, but the technical obstacles keep the cost of photovoltaic power generation high. When the coverage area of the electricity reform continues to expand, many enterprises may jump out of the power supply mechanism and choose more. In line with the company's development, the price is cheaper. When the company makes this choice, it means that the power system needs to be transformed, which is not an opportunity for the electrical industry. The transformation of power system, transformer, high-voltage switchgear is the necessary equipment. Ziguang Electric is a professional manufacturer of transformers, high-voltage switchgear and low-voltage complete sets of equipment. The electric reform of Lili and Limin can be described as very welcome. Of course, Violet Electric also hopes to leverage the power to change, play a subjective initiative, and strive to achieve new breakthroughs in performance.
