Direct electricity purchase policy promotion has stalled

A year has passed, the original 15 pilot companies to sign the direct purchase agreement is still struggling.　　China Electric Power Enterprise Federation statistics Information Department director Xue recently revealed that the current as a power generation enterprises have begun to boycott the direct purchase of electricity policy, direct purchase of electricity pilot promotion has been at a standstill. The tone of the direct purchase of electricity "now where the direct purchase of electricity, is completely disguised as a preferential price." Xue said the direct purchase policy has become a channel for local governments to tap profits from central enterprises. At present, direct purchase of electricity is mostly the direct reduction of electricity prices, by the power grid and power generation enterprises share a part. The power generation companies that have been included in the pilot range of direct-purchase electricity are the five largest power companies.　　Can enjoy direct purchase of electricity concessions enterprises are more local high energy-consuming enterprises.　　In a serious shortage of electricity generation, coal prices plummeted, power generation enterprises can also accept allowance competition; Today, electricity coal prices rose, power generation enterprises are naturally unwilling to do so. At present, Henan, Yunnan, Guangxi, Qinghai, Inner Mongolia are in the big user direct supply. In Henan, for example, domestic spot aluminum price of 13600 yuan/ton, power generation enterprises for electrolytic aluminum enterprises in the electricity price on the basis of the current decline of 2 cents per kilowatt hour, the electricity price per kilowatt hour 0.295 yuan settlement; aluminum prices to 13600-14000 yuan/ton, the Internet and sales price per kwh upgrade 1 points , the price of electrolytic aluminum rose to more than 14000 yuan/ton, power generation enterprises on the internet price of 1 points, rose to 0.315 yuan. In the transmission and distribution, Henan Power Company for electrolytic Aluminum enterprise transmission and distribution price on the basis of the current reduction of 1 points, and when the aluminum price rose to 14000 yuan/ton, the transmission and distribution price restored to the original level.　　At present, the spot aluminum price has reached 16020-16050 yuan/ton, the direct purchase policy has in fact failed to bring benefits to the power supply and demand side. Industry insiders said that although the Electricity Regulatory Commission this year still hope to further push the majority of users directly to buy electricity pilot, but from the current state of implementation, the policy has been a collective boycott of power generation enterprises.　　It will be difficult to further promote the policy because it is impossible to establish the market mechanism of multi-party bidding and to rely entirely on local government to control the profit of upstream and downstream.　　High energy-consuming enterprises extend the industry chain CICC's report said that in the first 15 direct-purchase pilot list, Chinalco accounted for 9 seats, 5 have concluded negotiations, to obtain a lower than the average market price of 6.3 cents/degree of preferential prices. Such price concessions do not allow the aluminum industry leader to meet. Chinalco recently issued the "Alumina electrolytic aluminum industrial structure adjustment plan", "the outline" pointed out that the structural adjustment of alumina and electrolytic aluminum will be based on four priority principles, namely, efficiency priority, resource priority, innovation priority and stock priority.　　Among them, Chinalco pointed out that the acquisition and development of resources should be placed in the first place of structural adjustment, and the development of alumina and electrolytic aluminum should be the key point of bauxite production capacity, coal self-sufficiency ability and power generation unit capacity. At this stage of aluminum electrolytic aluminum production capacity mainly depends on the electricity, the proportion of the power plant is very low, the company proposed to improve the coal self-sufficiency and power generation unit-owned capacity,There is no doubt that in the control of the cost of the original fuel to choose the way to fend for themselves. Aluminum industry to choose the "coal-electricity-aluminum" industry chain is not the development of Chinalco. Shandong Letter Hair, Weiqiao, Nanshan and other aluminum enterprises of the main energy supply from the own power plant. On the other hand, upstream power generation enterprises are also actively downstream extension, Henan God fire as a coal enterprise has been through the "coal-electricity-aluminum" industry chain, and one of the five power group in the completion of the acquisition of Qingtongxia Aluminum, Mondondo Energy and other enterprises, has rapidly developed into the second largest aluminum companies in China, after the 2009 Electrolytic Aluminum production capacity reached 2 million tons.