Some worries about Guangdong’s first full month trial settle

Recently, Guangdong Electric Power Business Center released the plan of monthly trial settlement and organized publicity, implementation and practice. Under the hard work of the competent departments and units, Guangdong electric power spot has made another step forward. The monthly trial settlement is of great significance for the future multi-month or consecutive settlement, which is worthy of attention of all shopping malls, active participation and optimization suggestions. This business plan also considers all aspects of the situation. On the basis of the previous draft, some adjustments have been made. All of us always pay attention to right and wrong. After reading all the business plans and listening to the practice, the author has some concerns. This monthly trial settlement has no clear binding on the demand declaration, and has moved forward the upper limit of the power generation declaration price together, which may lead to a phenomenon of profit-making for the operation of shopping malls.

 

In theory, some power generation groups with pricing talent may join forces to declare the top grid power generation price during the pricing period, and advance the whole grid node price at the expense of the winning power. According to the current price ceiling, it may reach 1.5 yuan / kWh. Before that, power generation set The group can make its own electricity selling company overbuy a lot of medium and long-term contracts in the medium and long-term shopping malls in these periods (although the plan says to severely punish the behavior of false demand, but how to determine the false demand, how to reward and punish is not clear, I think this risk still exists). Now the contract price is large About 0.4 yuan / kWh, then this part of the power generation group can get 1.1 yuan / kWh of revenue from overbought part of the contracted power generation under the condition of no power generation, which is far beyond the corresponding power generation revenue. Moreover, the power generation enterprises and the power sales companies who have not completely covered up the oversold contracts lose a huge amount of money, and from the perspective of business mechanism, they are almost risk-free.

 

In view of the above situation, the author has several suggestions. For the top and binding long-term net contract ceiling, please refer to the actual power consumption of users in the latest month multiplied by a certain reasonable coefficient (taking into account the impact of resumption of work and controlling the net contract ceiling to prevent the supermarket from overbought profits); second Implement the measures to alleviate the market power, analyze the behaviors of key suppliers, interfere with and deal with the behaviors of the operating market, guard against the behaviors and wind direction of operating the market at the advantageous position of the market, strengthen the long-term discussion and prevention of the behaviors of the operating market, and prevent the occurrence of events that seriously affect the health of the market. High quality rule of law and supervision is the pillar of the healthy work of shopping malls. In the stage of steady promotion of spot shopping malls, strengthening the rule of law and supervision production is crucial to the success or failure of shopping malls production.

 

Finally, I would like to thank the government, business organizations and regulatory organizations for their efforts in the development of the power market, and I wish you all a smooth trial settlement operation!