Recently, the state has introduced a price mechanism for coal-fired power capacity, which has attracted widespread attention. For the introduction of this new policy, we can analyze it from the perspective of "three certainties" and "one uncertainty".
It is still important to stabilize the price and supply of coal-fired powerCoal-fired power will continue to play a role in stabilizing prices and ensuring supply for a long time to come. Because coal power has a great impact on the electricity cost of the whole society and plays a key role in emergency supply, its changes have a significant impact on the economic and social electricity costs.
The impact of upstream coal** on the cost of power generationIn the long term, upstream coal** will continue to have a significant impact on the cost of power generation. The impact of high coal prices on the coal power industry has been felt in the second half of 2021, which has become a concrete manifestation of the "vulnerability" of the industry's costs.
The cost of new energy consumption has increasedA high proportion of new energy power systems will bring about an increase in consumption costs, and more resources need to be invested in system transformation and upgrading to improve the balance capacity of the entire system. These cost inputs constitute the cost of new energy consumption, and how to realize the monetary ** of its value will be a major problem.
The impact of electricity supply and demand on the market**The supply and demand of electricity and the entry of new energy generation into the power market will bring uncertainty to the level of electric energy and bring new challenges to power generation enterprises.
These factors bring more uncertainty to the economic analysis and return on investment of the coal power industry, especially after carbon neutrality, it is necessary to ensure the sufficiency of power generation in the power system, and it is necessary to retain a certain scale of coal power.
In general, although the large-scale development of new energy generation has brought many new problems, coal power still has an irreplaceable role, especially at this stage. Therefore, the introduction of a price mechanism for coal-fired power capacity is of great significance, which can better adapt to the needs and challenges of the current energy market.