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一年来煤炭价格持续上涨,五大电力公司一季度业绩出现同比大幅下降,电力行业成本压力已至极限。与此同时,今年一季度,全国用电量同比增长13.04%。但国家为了有效控制通货膨胀,迟迟不实施第三次煤电联动,于是电力企业不得不面临“发电越多,亏损越大”的尴尬境地。上周,国资委发布公告称中国国电集团将添加与电力相关的煤炭等一次能源开发的业务。很显然,这是政府对电力企业所呼吁煤电联动的一种积极回应,同时也为煤电联动再添变局。或许,黑夜过去,电力行业又将迎来一次发展机遇。
In the past year, coal prices continued to rise. The performance of the five major power companies in the first quarter showed a sharp year-on-year decline. The pressure on the cost of the power industry has reached the limit. In the meantime, the electricity consumption in the first quarter of this year increased by 13.04% over the same period of last year. However, in order to effectively control inflation and delay the implementation of the third coal-electricity linkage, the power industry has to face the embarrassment of “more power generation and greater losses”. Last week, the SASAC issued a public announcement that China Guodian Corporation will add electricity and other primary energy development businesses such as coal. Obviously, this is a positive response from the government to the calls made by the power companies for the linkage between coal and electricity, as well as adding another dimension to the coal-power linkage. Perhaps, the dark night, the power industry will usher in a development opportunity.