Adjust coal price

Mysteel: The profit of electrolytic aluminum smelting in March increased, and the cost difference between provinces widened

Self provided by smelter Electricity price In recent months, it has maintained a narrow range of fluctuations. This month's month on month decline is the largest change since last August, but from the overall self owned Electricity price According to the seasonal fluctuation of, the fluctuation range is still limited. Looking forward to April, the current stage is in the slack season of coal consumption, and the daily consumption of the power plant continues to fall. At the same time, the power plant will carry out unit maintenance by sections. Although the spring inspection of Daqin Line was opened in April, the market coal The supply is still sufficient, and the supply of new energy power will increase seasonally. It is expected that the coal price will continue to be weak and volatile, driving the electrolytic aluminum plant to provide its own Electricity price Maintain a downward trend The cost of purchased electricity has not changed significantly in the dry season. Under the influence of power price marketization transactions, electrolytic aluminum enterprises around the country purchased electricity in March Electricity price Narrow month on month increase of 0.002 yuan/degree to 0.496 yuan/degree, with limited changes for three consecutive months. Follow up attention to water Electricity price Lattice seasonality adjustment situation.

Qinghai Provincial Development and Reform Commission Qinghai Provincial Energy Bureau's Proposal on Building Coal Power Capacity Electricity price Notification of mechanism

The provincial competent price department should actively track the coal power capacity together with relevant departments Electricity price Closely monitor the implementation of the mechanism coal Power market dynamics and price changes, guide coal , Coal Electricity price The grid is basically stable to ensure the coal power capacity Electricity price Steady implementation of the mechanism The provincial energy bureau should organize the identification and dynamic development of public compliance units adjustment Work, and inform relevant power generation enterprises and power grid enterprises of the determination results in a timely manner (II) Compaction of main responsibilities.

Hebei implements coal power capacity Electricity price Matters related to the mechanism

（3） Before the 25th day of each month, the power grid enterprise shall include the difference between the actual settlement data and the predicted value of the last month into the rolling clearing of the system operation cost, and the next month shall share or share the capacity electricity charge converted into kilowatt hour electricity with the agent purchase Electricity price Fifth, other issues The Provincial Development and Reform Commission and relevant departments strengthened the coordination of relevant policies and actively tracked the coal power capacity Electricity price Closely monitor the implementation of the mechanism coal Power market dynamics and price changes, and identification and dynamics of qualified units adjustment Work.

Henan issued a report on implementing coal power capacity Electricity price Notice on matters related to the mechanism

Power generation enterprises shall timely report the maximum output of coal power units according to regulations, and combine the coal power capacity Electricity price Mechanism implementation coal Change of fuel purchase price, reasonably declare the medium and long-term transaction price of coal and electricity, and promote coal Electricity price This notice will be implemented from January 1, 2024. The Provincial Development and Reform Commission and Henan Energy Regulatory Office will regularly evaluate the effect of policy implementation, and timely according to national requirements adjustment Perfect Henan Provincial Development and Reform Commission Henan Regulatory Office of National Energy Administration December 24, 2023.

Mysteel: The cost of electrolytic aluminum continued to move upward in November, and the theoretical profit narrowed

The recent price change of pithead is generally limited Mysteel's contribution to the self owned power plant of national electrolytic aluminum enterprises coal Investigate and comprehensively consider the factory price coal After the procurement and shipment cycle of, we measured and investigated the comprehensive power generation cost of the aluminum plant's financial caliber, and finally obtained the weighted average self provision of the domestic electrolytic aluminum industry in November Electricity price The month on month increase was 0.002 yuan/kilowatt hour to 0.393 yuan/kilowatt hour in China coal Price trend chart of steam coal in main production areas (yuan/ton) Data source: Mysteel outsourcing in dry season Electricity price basically completed adjustment Subsequent outsourcing Electricity price It is expected that in terms of purchasing electricity with narrow fluctuation, electrolytic aluminum enterprises will purchase electricity in November Electricity price The rising trend was maintained, with a month on month increase of 0.009 yuan/degree to 0.457 yuan/degree.

[China Economic News] The coal power game ushers in a "reversal" of the two poles

"Compared with the coal price that relatively realizes marketization and changes with supply and demand and other factors, power generation enterprises go online Electricity price The prices of coal and electricity that are still not fully market-oriented cannot be effectively linked, resulting in coal The mismatch between market pricing and power generation government pricing "was actively adopted by the National Development and Reform Commission in order to effectively resolve the conflict between coal and electricity coal Measures to stabilize price and ensure supply not only adjustment The reasonable operation range of coal price is also strengthened, and the contract supervision of the Long term Power Coal Association is required to strictly implement the "three 100%" (100% signing rate, 100% performance rate, and 100% price policy implementation).

The party group of Anhui Provincial Energy Bureau studies and arranges the key work of power supply guarantee in the next phase of peak season

Second, we must work hard, fight well to end the war, strengthen cooperation and cooperation, adhere to the system of "daily consultation and late duty" during peak hours, and urge all power generation enterprises to strengthen unit operation and maintenance management and ensure stable and full production, coal Under the premise of ensuring safety, enterprises should maintain stable production and supply. Power grid enterprises should strengthen the implementation of dispatching instructions, and public institutions should play a leading role in demonstration. Three important responsibilities should not be loosened to win the battle of power supply guarantee in summer peak season. The special team of energy supply should carry out its responsibilities. It should timely summarize the experience of re checking summer peak season and continue to improve the load management ability, Learn from the experience of advanced regions such as Shanghai, Jiangsu and Zhejiang, and organize the revision of the package plan for peak winter and emergency load control sequence table to promote the optimization of peak and valley Electricity price adjustment The policy will be popularized throughout the year to lay a solid foundation for ensuring power supply in peak season and winter.

Shenhua Group enters the new energy track! In 2023, the capital expenditure of new energy business will be nearly 2 billion!

In 2022, the volume and price of China Shenhua's power generation business will rise at the same time, which is the main driver of the year-on-year growth of the company's revenue. According to the annual report, last year, China Shenhua put many new units into production, and the sales of electricity increased by 15.2% year on year, benefiting from the country's Electricity price policy adjustment , average sales of the company Electricity price With a year-on-year growth of 20.1%, the company finally reaped a power generation income of 77.767 billion yuan, an increase of 20.744 billion yuan compared with the previous year coal The business income decreased from 249.569 billion yuan in 2021 to 230.05 billion yuan in 2022.

Mysteel: Field survey summary of Sichuan industrial silicon industry chain

3、 Investigating 7 Sichuan industrial silicon and downstream manufacturers Electricity price Higher than in previous years, the operating rate is at a historical low level in Sichuan Electricity price through adjustment Later, dry season Electricity price Generally, it is 0.57-0.61 yuan per kilowatt hour. However, due to less precipitation before the year, the average electricity charge in Sichuan in the dry season is about 0.2 yuan per kilowatt hour compared with previous years. In addition, silica coal The rising raw materials, high cost and continuous negative decline led to the inability of manufacturers to make ends meet and the historical low operating rate.

Jizhong Stock Co., Ltd. aims at the target and makes further efforts to get off to a good start

Since this year, the company has further innovated the material supply mode, accelerated the transformation of digital e-commerce procurement, and strived to build and operate the "Obei Mall" in the first half of the year coal Special zone ", to build coal The industry leading digital Internet procurement platform strives to achieve a direct procurement ratio of more than 10% throughout the year; Dongpang Coal Mine has strengthened the promotion of full anchor cable support technology at the roadway side to avoid roadway renovation during mining, which is expected to save 6.84 million yuan annually; Surrounded by Wutongzhuang Mine Electricity price adjustment Relevant policies of adjustment Production shifts and off peak production can save more than 4 million yuan annually. At the same time, they plan to do a good job in "product" and "market", actively respond to market fluctuations, and fully ensure business performance.

NDRC: Since December, the inventory of power coal has remained at about 175 million tons

Increasing supply is the prerequisite for stabilizing prices. We should vigorously promote the release of advanced production capacity, improve energy production capacity, support enterprises to produce at full capacity under the premise of ensuring safety, increase effective supply, strengthen transportation coordination, and do a good job in linking production, transportation and demand. Second, we should focus on improving the price mechanism. Scientific pricing mechanism is the core innovation and improvement of stabilizing prices coal Market price formation mechanism, clear the reasonable range of medium and long-term transaction price, and deepen the coal power grid connection Electricity price Marketization reform and rationality adjustment Coal power network Electricity price Adhere to the principle of ensuring people's livelihood within the range, strictly implement the government pricing for residential electricity, and implement the gate station price policy for residential gas within the pipeline gas coverage.

Ningxia Peak Valley Time Sharing Electricity price Re optimization of mechanism

Ferroalloy, silicon carbide coal The division of time period implemented by the four industries of mining and cement manufacturing is extended to all industrial and commercial power consumption (including power grid enterprise agent power purchase users) and agricultural production power consumption, namely: peak 7:00-9:00, 17:00-23:00; From 23:00 to 7:00 of the next day in the horizontal section; From 9:00 to 17:00 in valley section, more users will be available in daytime adjustment by Electricity price The valley section will be conducive to the consumption of new energy and promote the vigorous development of new energy storage. Second, the market-oriented implementation mode of industrial and commercial users will be more flexible. The gap between peak and valley prices will be further widened in line with the previous Notice on Matters Related to Doing Well in the Medium and Long term Electricity Trading in 2023 issued by the Development and Reform Commission of the Autonomous Region. The transmission and distribution of industrial and commercial users Electricity price No longer participate in the floating, the power generation and consumption parties adopt the time-sharing transaction, that is, the 24-hour time period is divided by day, and the price of each time period is reflected through the market. On the one hand, the price and implementation mode are more flexible, on the other hand, the difference between peak and valley prices is further widened, which plays a positive role in solving the tight balance between supply and demand of the power system in our region, the gap between morning and evening peak power load and other problems.

Mysteel: The price of ferrochrome shows signs of rising due to the strength of upstream and downstream

The output of stainless steel crude steel in November was 2.9991 million tons, down 2.15% month on month. Compared with the expected output reduction at the beginning of the month, the downstream production reduction was less than expected. There was no obvious surplus of ferrochrome supply. Although the downstream production reduction was expected in December, the overall ferrochrome supply still maintained a tight balance and the market was in the stage of winter storage recently. Some steel mills actively inquired and stocked up in the market, The demand for ferrochrome is relatively concentrated in the short term, and many factories and traders are optimistic about the future market. The quotation shows a tentative rise. Summary: the cost of ferrochrome production in the short term is affected by the raw material chrome ore and Electricity price adjustment It is on the rise, forming a certain support for the price of ferrochrome, and the political situation in Mongolia is unstable recently, which may affect coal The imported supply will further affect the production and cost of ferrochrome.

[Natural gas]: Notice on Printing and Distributing the "14th Five Year Plan" Energy Conservation and Emission Reduction Implementation Plan of Shandong Province

Promote carbon emission reduction support tools and support coal Clean and efficient use of special refinancing, refinancing rediscount and carbon reduction guidance and other policy tools came into effect to promote carbon emission right mortgage and pledge loan business, support qualified enterprises to issue carbon neutral bonds and other green bonds to support qualified energy-saving and emission reduction enterprises to go public for financing and refinancing, and actively promote the strengthening of environmental pollution liability insurance for enterprises in high-risk environmental fields Electricity price Coordination of policies and energy conservation and emission reduction policies, establishment and improvement of urban sewage treatment fee collection standards adjustment The mechanism comprehensively promotes household metering of heat supply and charging based on heat supply, and implements gas and electricity projects in rural areas Electricity price Georgia supports the policy.

The Spanish government will follow the EU plan adjustment Special taxes on energy companies

Spanish Finance and Public Function Minister Montero said in an interview with local media that the Spanish government will follow the EU's plan adjustment Prior to the collection of special taxes, the Spanish government has formulated a decree on the collection of special taxes on large power companies, banks and other units to deal with the impact of inflation, and submitted it to the House of Representatives for review. The European Commission launched an emergency intervention in the market on the 14th local time to reduce Electricity price The European Commission recommends the use of fuel, natural gas and coal If the profits of 20% of the power generation enterprises this year exceed the average profits of the past three years by 20%, the excess revenue can be temporarily collected by the government to subsidize consumers.

Mysteel: Key points of implementation plan for carbon peak in nonferrous metal industry

adjustment Optimize energy consumption structure, focus on controlling fossil energy consumption, and orderly promote steel, building materials, petrochemical, non-ferrous metals and other industries coal Reduce and replace, steadily and orderly develop modern coal chemical industry, and promote coal Accelerate the implementation of energy-saving and carbon reduction transformation and upgrading, implement the dual control system of energy consumption intensity and total amount, implement the industrial energy-saving transformation project, focus on key industries such as steel, building materials, petrochemical and non-ferrous metals, and improve the difference Electricity price , Ladder Electricity price Equal green Electricity price Policies, encourage enterprises to benchmark the advanced value of energy consumption quota standards or international advanced level, and accelerate the innovation, promotion and application of energy-saving technologies.

Implemented by Sichuan Province coal Relevant work of market price policy

Without proper reasons, Sichuan Province coal The upper limit of the reasonable range of spot price shall not exceed 50% of the upper limit of the middle and long-term transaction price range in the mining link coal Timely changes in production cost and market situation adjustment 2、 All localities should monitor the price of electricity coal market and coal Cost investigation work, accurately grasp coal Changes in production costs and market prices provide support for the regulation of electricity coal prices and the evaluation of the reasonable range of coal prices in the province. Relevant enterprises should earnestly do a good job in data submission to ensure the authenticity and reliability of data coal Production enterprises and coal-fired power generation enterprises should produce in the province coal Within the reasonable price range, fully sign and fully sign the long and medium term contracts and strengthen the performance in good faith to effectively realize coal Electricity price Grid transmission, effectively guarantee the provincial coal And the safe and stable supply of electricity.

Henan Province Issued the Notice on Implementing the National Development and Reform Commission coal Notice on Matters Related to Market Price Formation Mechanism

Adhere to the combination of routine monitoring and emergency monitoring, timely and appropriately according to market changes and work needs adjustment Each monitoring cycle coal Production and coal-fired power generation enterprises should conscientiously submit data to ensure the authenticity, accuracy and timeliness of relevant data coal Market price regulation and supervision coal Production and coal-fired power generation enterprises should coal The middle and long term transaction price should be formed through independent negotiation within a reasonable price range coal When the medium and long term transaction price operates within a reasonable range, coal-fired power generation enterprises should reasonably set up the grid in the medium and long term transaction contract of electricity Electricity price And coal Medium and long-term transaction price linked terms, effectively realizing coal Electricity price Lattice conduction; When coal When the medium and long term transaction price exceeds the reasonable range, fully use the means and measures specified in the Price Law and other laws and regulations to guide coal The price returns to a reasonable range.

The State Council will deploy to stabilize prices and ensure energy supply, and allocate another 50 billion yuan to central power generation enterprises

Accelerate the formation of marketization Electricity price System, as soon as possible Electricity price adjustment Put in place to mitigate the risk of power supply caused by high fuel costs coal High prices and tight supply The regular meeting of relevant countries once again stressed the need to optimize policies and release advanced technologies in a safe and orderly manner coal The National Development and Reform Commission recently issued the "Promotion on the Establishment of Special Work Teams" to relevant provinces, regions and central energy enterprises coal The Notice on the Work of Increasing Production and Supply clearly states that the major coal producing provinces and central enterprises will spare no effort to tap the potential to expand capacity and supply, and release more than 300 million tons of capacity per year within the year, with a daily output of more than 12.6 million tons.

Report on the Implementation of the National Economic and Social Development Plan 2021 and the Draft National Economic and Social Development Plan 2022

Ensure the supply of power coal, increase the transport guarantee of power coal in key coal producing areas and areas with tight transport capacity, and improve coal Market price formation mechanism, improve power security capability, ensure stable, reliable and sufficient supply, and improve new energy grid connection Electricity price Mechanism to improve the level of natural gas source guarantee and orderly promote the energy structure adjustment Optimize and implement the comprehensive conservation strategy, strengthen the refined energy management, ensure the people's livelihood and public energy demand, promote the orderly transformation and upgrading of key industry enterprises whose energy efficiency is lower than the benchmark level, and promote the whole society to strengthen the conservation of electricity and energy, improve the national strategic material reserve system III, the main tasks of the 2022 national economic and social development plan, 2022, according to the CPC Central Committee The State Council makes decisions and plans to highlight the key points and grasp the key points, focusing on ten aspects of work.