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This article consists of three articles:
Shandong Power’s current purchase and sale “doubt”
Record’s note: The reason for “X” in power reform
Admission to Chen Haoyong: The price system of the session is not suitable for major parts of our country
Shandong Power’s “doubt” in stock buying and selling
Behind the occurrence of balance funds is the game between power networks, power companies, and authorities. The market buying and selling behavior is incorrect, and the price signals in stock buying and selling have not been transmitted in supply and demand.
(Source: Power Magazine ID: energymagazine Author: Wu Weinan)
Shandong has never been in the national electric-modification dance center like tomorrow.
On May 16-19, 2020, Shandong Province launched a four-day continuous settlement trial operation for the stock market as a test site for the power stock market. During these 4-day trial operation, whether it is online or market price clearance, it is very smooth. But the only thing was beyond expectations, and 95.0819 million yuan of unsatisfactory funds were generated during the operation.
About 2 months later, nearly 100 million yuan of unsatisfactory funds were exposed by the media. For a while, Shandong became a new focus for the transformation of the power market.
The “Motivation” magazine learned that the National Development and Reform Commission, the National Dynamics Bureau, the Shandong Provincial Bureau, the National Electric Power Company, the Shandong Provincial Power Buying and Selling Center and other related institutions and departments clearly grasped the emergencies of the billion yuan of unsatisfied funds at the first time.
“But the National Internet Company did not start to ask in detail until July when the fact of the Fighting Fund was exposed.” A relevant person told the reporter of “Motor”.
On October 9, Shandong officially announced the start of the entire November inventory settlement trial operation. However, in the “Notice on the Monthly Budget Trial Operation Mission in the Power Stock Market in November” released by the Shandong Provincial Energy Supervision Office and the Shandong Provincial Power Bureau, it was stipulated that more than 35% of users of Valley Electric Power can choose to delist. “This is a serious development behavior,” said relevant persons from Shandong Province.
The problem of paying attention to the unsatisfactory financial problems has come to an end at a certain time. Shandong Provincial Energy Supervision and Shandong Provincial Power Bureau jointly issued a document, which was divided into four topics: foreign power, new power, foreign-related emergency response, and nuclear power. In the past five months, Shandong Electric has entered a deadlock of suspension. Is it an insolvent problem of not accepting the problem of balanced funds? As soon as the problem of Shandong’s dissatisfaction with the Fighting Fund was exposed, the industry began to remember the old restructuring of the Northeast Power Market. During the previous round of power system transformation, the Northeast Power Market’s purchase and sale was stopped due to 3.2 billion yuan of unsatisfaction with the Fighting Fund.
Will history repeat itself?
In the investigation and interview of the reporter of “Mobile” magazine, whether it was the Shandong market entity involved, or the power industry insiders outside the province, the disagreement was: the problem of not being able to accept the balance of funds is not incomprehensible.
“The system problem behind the balance funds is the problem location,” said an insider.The scholar told the reporter of “Mobile” that “I stayed in the laboratory for a few days and was dragged to this environment. Ye also took advantage of the rest of Shandong Province that has already released three versions of the current market rules, and the market mechanism is perfect. The current breakthrough is the problem of the system. If the system does not change, the transformation will be difficult to move to the next step.”
According to the text of No. 9 of the Central Laboratory [2015], this wheel transformation is called “deepening the power system transformation.” After five years, Wei’an still failed to promote the “body system” transformation? Where did Shandong Electric change the stalemate for these five months come? What kind of sex have all the good groups played? Where will the future Shandong Electric Power Reform go?
The “Power” is profound in the visit to Shandong Electric Power Market, presenting the most realistic side of Shandong Electric Power Reform.
Who “made” unsatisfied funds?
In 2019 and 2020, Shandong Electric Power Inventory Market conducted three settlement trials; from June 2019 to the present, Shandong Electric Power Inventory Market has undergone three revisions. A review was made on July 29, and the Shandong Power Supervision Office of the National Dynamics Bureau announced the new version of the “Shandong Province Electric Power Market Buying and Selling Rules (Trial)”.
“Although Shandong launched the power supply and purchase rules, corresponding budget test operation documents will be issued before each budget test operation. The final operation rules will be implemented in accordance with the documents issued during the period.” A Shandong market owner told the reporter of “Mobile” in the journalist.
In the three trial operation documents in Shandong Province, corresponding regulations were made on the disagreement of the differences in funds distribution methods. Since the Shandong market has only started the electricity market buying and selling, the unsatisfactory funds brought by the assistance service will gradually resolve with the development of the assistance service market. But some people are not convinced that the elimination of funds is not so difficult.
In the above table, the Shandong stock settlement trial operation documents in May 2020 stipulate that “the dissatisfaction funds caused by the development of new forces” are divided by “the power generation of new forces, nuclear power and gasoline units are divided according to the proportion of power generation.” Why do new power generation disagree with the funds that are not subject to balance, and will ask the pyroelectric to advance the distribution?
The reason is that the so-called “new dynamic development” actually includes several extremely highs of Shandong Province’s InternetThe amount of electricity purchased from the pressure line. The external power transmission from these ultra-high pressure lines, in addition to cleaning power generation, there are also a large number of supporting heat.
According to the “2019 Annual Public Information Disclosure of Power Supply Enterprises in Shandong Province Power Company in various cities and counties” released by Shandong Energy Supervision, Shandong Province received 93.4 billion kilowatts of electricity from abroad in 2019. When the electricity used in the whole society in Shandong Province has reached more than 62 million kilowatts, the electricity sales volume of Shandong Electric Network is less than 400 billion kilowatts. The proportion of foreign power in Shandong Electric Power Market is close to one-quarter.
According to the rules, the new power generation, nuclear power, and external power, are not marketed and sold (or perhaps called superior power generation) that are not involved in market-based users, and must be based on the dual standards of market price and guaranteed price, so that Internet companies can make payments from users and power generation companies respectively. That is, users make a budget based on a lower market price, and the power generation side is based on a higher Internet price. The price difference occurred in the sale, and the funds were not accepted.
“The scale of external TVs is relatively fixed, and the network distribution will not be reduced easily. The output fluctuation of new power generation is relatively large. Once new power is developed, it will form a good opportunity for the superior power generation to occupy the provincial market assembly.” When it comes to superior power generation, the market entities in Shandong Province are helpless.
The problem is that since the Shandong real estate market settlement trial operation documents have made clear regulations on the distribution rules that are not subject to the balanced funds, why is this problem delayed for 5 months?
Unable Distribution Plan
In addition to the settlement of trial operation documents, the Shandong Current Market Buying and Selling Rules also made clear regulations on the Distribution Plan that is not satisfied with the balanced funds.
The “Shandong Province Electric Power Market Buying and Selling Rules (Trial)” released in July 2020, Chapter 12, Section 9 of the Disagreement Fund Breaking proposed: “The Disagreement Fund formed by the market and planning dual system will be based on all non-market generator sets and cross-provincial contact lines in accordance with the monthEscort‘s online power and power-received ratio are divided. “
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