Who is the real beneficiary of differential electricity price?
2022-06-07
Jiangsu Province recently issued a notice to impose punitive tariffs on a number of enterprises whose energy consumption exceeds the limit, and differential tariffs on enterprises using obsolete equipment, with a maximum increase of 0.5 yuan per kilowatt hour. This measure shows the determination to promote the implementation of energy conservation and consumption reduction policies through the green electricity price mechanism.
Not only Jiangsu, but also Inner Mongolia Autonomous Region, Guangxi Zhuang Autonomous Region, Shandong Province and other places have recently issued a notice to implement differentiated electricity price policies for limiting and eliminating ultra-low emissions of equipment enterprises and iron and steel enterprises. A series of measures taken by various localities have released signals to further improve the relevant policies on differentiated electricity prices and implement more stringent differentiated electricity price policies.
Electricity expenditure is an important part of the operating and production costs of enterprises. Although the price increase per kilowatt hour seems small, it is not a small amount cumulatively. According to the data, from 2016 to 2019, Shanghai implemented differential electricity price for 168 enterprises, and the electricity charge of differential electricity price reached more than 16.51 million yuan. Compared with policy macro-control, the cost pressure of price increase of differential electricity price caused by high energy consumption and high emission will be more painful for enterprises, which can force enterprises to change their behavior and compact the main responsibility of energy conservation and emission reduction. Therefore, the implementation of differential electricity price will become an effective lever to leverage the transformation and development of enterprises in the market environment.
In the past, in order to attract investment, some localities did not pay strict attention to the electricity price of high energy consuming and high emission enterprises. Now, a new round of electricity price reform has been further promoted, and the differential electricity price policy has been further compacted. In addition to punishing the enterprises in the list for their high energy consumption, high emissions, and the behaviors that should be eliminated but not eliminated, other enterprises should also get a warning from it, adjust their production and procurement plans in advance, reduce energy consumption to within the limit standard, dismantle and eliminate outdated equipment in time, install production equipment that meets the specified standards, achieve technological progress as soon as possible, improve energy efficiency, and promote industrial transformation and upgrading, and optimize the allocation of resources.
The author notes that the list of enterprises released this time in Jiangsu Province is not all traditional "two high" industries such as steel, but also includes glass, paper, plastic, electrical machinery, textile, pipe fittings and other industries, involving shopping malls, restaurants, hotels, hospitals, schools and other places and units closely related to daily life that use obsolete equipment. It can be seen that the power price lever can not only touch the key industries with high proportion of energy consumption and large carbon emissions, but also touch various enterprises with high energy consumption and high emissions, including emerging industries. The resultant force formed by the convergence will bring about a comprehensive green transformation of the whole society and play an important role in promoting the process of achieving the goal of carbon peak and carbon neutrality. In recent years, many regions in China have implemented differential electricity prices for the "mining" behavior of virtual currency with high energy consumption and high emissions, which has effectively promoted the remediation of the disorderly development of "mining" and accelerated the orderly withdrawal of stock projects.
The author also notes that, while announcing the implementation of punitive and differential electricity prices, Jiangsu Province has also disposed of a batch of obsolete equipment or production lines whose energy consumption exceeds the limit, and 36 enterprises whose relevant legal entities no longer exist due to cancellation, cancellation, revocation and other reasons have stopped the implementation of differential and punitive electricity prices. The author believes that timely revising the list of differential electricity prices according to the actual situation, implementing the dynamic differential electricity price policy management mechanism, and establishing a more sensitive and efficient dynamic management mechanism can promote the power market to become active, urge the top students in energy conservation and consumption reduction to maintain a good state, and give impetus to the later generation to change. The notice on further deepening the market-oriented reform of on grid electricity price for coal-fired power generation proposes to promote the full participation of industrial and commercial users in the market and establish a market-oriented electricity price mechanism of "rising and falling", which will help to make the leverage of differential electricity price on energy conservation and consumption reduction more significant.
It can be predicted that with the continuous improvement of policies related to differential electricity prices and the continuous increase of implementation efforts, enterprises will have stronger cost constraints on energy use. The electricity price mechanism is no longer optional or just a drizzle, but can really become a decision variable for the operation and production of high energy consuming and high emission enterprises, guide them to use clean electricity and reshape their cost curve.
In the short term, under the situation of emphasizing energy stability and supply, and resolutely putting an end to power rationing, the differential electricity price will play an important role in regulating supply and demand when entering the peak of power consumption in summer.
Not only Jiangsu, but also Inner Mongolia Autonomous Region, Guangxi Zhuang Autonomous Region, Shandong Province and other places have recently issued a notice to implement differentiated electricity price policies for limiting and eliminating ultra-low emissions of equipment enterprises and iron and steel enterprises. A series of measures taken by various localities have released signals to further improve the relevant policies on differentiated electricity prices and implement more stringent differentiated electricity price policies.
Electricity expenditure is an important part of the operating and production costs of enterprises. Although the price increase per kilowatt hour seems small, it is not a small amount cumulatively. According to the data, from 2016 to 2019, Shanghai implemented differential electricity price for 168 enterprises, and the electricity charge of differential electricity price reached more than 16.51 million yuan. Compared with policy macro-control, the cost pressure of price increase of differential electricity price caused by high energy consumption and high emission will be more painful for enterprises, which can force enterprises to change their behavior and compact the main responsibility of energy conservation and emission reduction. Therefore, the implementation of differential electricity price will become an effective lever to leverage the transformation and development of enterprises in the market environment.
In the past, in order to attract investment, some localities did not pay strict attention to the electricity price of high energy consuming and high emission enterprises. Now, a new round of electricity price reform has been further promoted, and the differential electricity price policy has been further compacted. In addition to punishing the enterprises in the list for their high energy consumption, high emissions, and the behaviors that should be eliminated but not eliminated, other enterprises should also get a warning from it, adjust their production and procurement plans in advance, reduce energy consumption to within the limit standard, dismantle and eliminate outdated equipment in time, install production equipment that meets the specified standards, achieve technological progress as soon as possible, improve energy efficiency, and promote industrial transformation and upgrading, and optimize the allocation of resources.
The author notes that the list of enterprises released this time in Jiangsu Province is not all traditional "two high" industries such as steel, but also includes glass, paper, plastic, electrical machinery, textile, pipe fittings and other industries, involving shopping malls, restaurants, hotels, hospitals, schools and other places and units closely related to daily life that use obsolete equipment. It can be seen that the power price lever can not only touch the key industries with high proportion of energy consumption and large carbon emissions, but also touch various enterprises with high energy consumption and high emissions, including emerging industries. The resultant force formed by the convergence will bring about a comprehensive green transformation of the whole society and play an important role in promoting the process of achieving the goal of carbon peak and carbon neutrality. In recent years, many regions in China have implemented differential electricity prices for the "mining" behavior of virtual currency with high energy consumption and high emissions, which has effectively promoted the remediation of the disorderly development of "mining" and accelerated the orderly withdrawal of stock projects.
The author also notes that, while announcing the implementation of punitive and differential electricity prices, Jiangsu Province has also disposed of a batch of obsolete equipment or production lines whose energy consumption exceeds the limit, and 36 enterprises whose relevant legal entities no longer exist due to cancellation, cancellation, revocation and other reasons have stopped the implementation of differential and punitive electricity prices. The author believes that timely revising the list of differential electricity prices according to the actual situation, implementing the dynamic differential electricity price policy management mechanism, and establishing a more sensitive and efficient dynamic management mechanism can promote the power market to become active, urge the top students in energy conservation and consumption reduction to maintain a good state, and give impetus to the later generation to change. The notice on further deepening the market-oriented reform of on grid electricity price for coal-fired power generation proposes to promote the full participation of industrial and commercial users in the market and establish a market-oriented electricity price mechanism of "rising and falling", which will help to make the leverage of differential electricity price on energy conservation and consumption reduction more significant.
It can be predicted that with the continuous improvement of policies related to differential electricity prices and the continuous increase of implementation efforts, enterprises will have stronger cost constraints on energy use. The electricity price mechanism is no longer optional or just a drizzle, but can really become a decision variable for the operation and production of high energy consuming and high emission enterprises, guide them to use clean electricity and reshape their cost curve.
In the short term, under the situation of emphasizing energy stability and supply, and resolutely putting an end to power rationing, the differential electricity price will play an important role in regulating supply and demand when entering the peak of power consumption in summer.
In the long run, promoting energy conservation and emission reduction is the starting point and foothold of the implementation of the differential electricity price policy, which will ultimately promote the sustainable development of economy and society. From this perspective, the whole society, including enterprises, will be the beneficiaries of the differential electricity price system.
Source: sina.com Author: chengweijia