Following the newspaper's first report on April 25, "Electric oil shortage or reappearance", the reporter continued to conduct in-depth interviews and found that the energy shortages in various places have formed a contagion, and power cuts and product oil supply cease to exist. Many experts accepted an interview with the Economic Information Daily. Although the current price pressure is relatively high, the expectations for rising energy prices such as electricity and oil are still very strong. It is imperative to adjust domestic energy prices. First look at the power, power cuts in Zhejiang, Guangdong and other places have become the norm. According to the Haiyan County Power Supply Bureau of Zhejiang Province, the highest power load in the county is 320,000 kilowatts, with a gap of 60,000 kilowatts. To this end, Haiyan County implements the power-limiting measures of avoiding peaks for two days per week in accordance with the principle of first-time production after production. There are more than 2,000 SMEs in Shangxia Town, Shangyu City, Zhejiang Province, which is known as the “Capital Industry Capitalâ€. The mayor Zhang Huan told reporters that it is now a low season for electricity use. However, since March, the local government has implemented a power-limiting measure for “opening three (days) to stop one (day)â€. The implementation method is to stop according to the line. “One pull, the entire industry, residents and units use electricity to stop together.†Zhou Yufei, a marketing staff member of Zhejiang Electric Power Company, told the Economic Information Daily that the current situation of electricity use in Zhejiang is very serious, since March. Since the launch of the D-class orderly power plan on the 22nd, the peak of the fault has been 2.4 million kilowatts. In March alone, Zhejiang Province implemented a total of 436,600 trips. In the Pearl River Delta region of Guangdong, a large number of factories have also started peak production. Jinbao Electronics Co., Ltd., a major exporter in Dongguan, has only been able to “open five stops per week†in the near future, resulting in increased production cost pressure and some orders have to be postponed. The reporter learned that in some parts of Guangdong, the peak time of industrial power consumption has even become "open four stops three", and some factories have been idle or even laid off. In addition, the reporter learned from Shandong, Guizhou, Jiangsu, Inner Mongolia, Shanxi, Jiangxi, Hunan, Chongqing and other places that due to the rapid growth of demand for electricity, rising coal prices and other factors, although not yet used electricity season, but the power shortage The signs are already very clear and it is expected that the summer electricity supply situation will be even more tense in most areas. Look at the refined oil. The phenomenon of batching upside down, stopping batches and keeping zeros is not uncommon in many places. The operating rate of refining in Shandong, a refinery province, is less than 40%. During the May 1 holiday, reporters learned from Hebei, Liaoning, Hubei and other places that many private gas stations in the local area could not get diesel oil from the two major oil groups at wholesale prices for a period of time. There are serious oil shortage risks. A Liaoning private gas station owner told the "Economic Information Daily" reporter on the phone that in addition to the wholesale of a small amount of oil from the two major groups, the rest would have to take the high-priced oil source from the middlemen to "wholesale oil." Insist on less than a week, the rest of the oil can be guaranteed to operate." A private gas station owner in Shijiazhuang calculated the account for the reporter, the two major groups have stopped supplying private gas stations to supply the most intense No. 0 For example, diesel oil has a price of 8750 yuan/ton to 8900 yuan/ton from the middlemen, which is 200 yuan/ton higher than the wholesale price. Zhao Jingmin, a refined oil analyst of the business community, told reporters that since mid-March, some traders began to smash oil. In addition to guaranteeing contract users, the two major groups have actually imposed restrictions or suspensions on non-contract links. The refining segment of the middle reaches also suffered a serious loss. When interviewing local refining companies in Shandong, the reporter learned that due to the rising cost, Shandong refining is currently in a state of general loss. The crude oil index from the two major groups is only 1.79 million tons, which is far from meeting the demand for refining crude oil and can only process imported fuel oil. According to estimates, the price of M 100 fuel oil from Russia is 6,700 yuan per ton, while the sales price of gasoline No. 93 is only 9,400 yuan per ton. The price of No. 0 diesel is 8,300 yuan / ton to 8,400 yuan / ton. The average loss of processing one ton of refined oil is 600 yuan to 700 yuan. Since March, some refineries have entered the traditional overhaul period, which usually takes one month. At present, the operating rate of Shandong refining is less than 40%. At the same time that domestic energy shortages are obvious, the market has already conveyed extremely strong expectations for electricity prices and refined oil prices. The National Development and Reform Commission has previously raised the on-grid tariffs of 16 provinces, with an average increase of 1.2 cents per degree. Our reporter learned from many parties that the possibility of raising the sales price during the year is not small. According to monitoring, as of April 29, the spot change rate of crude oil in the three places has increased by 6.45% compared with the benchmark, and has exceeded the 4% price adjustment “red lineâ€. Market analysts expect a new round of price adjustment window on May 9. In this regard, many experts interviewed by the Economic Information Daily believe that the fundamental way to alleviate energy shortages is to adjust the energy price pricing system. In the current context, it is to raise electricity prices and oil prices. Although the current price pressure is relatively large, China should firmly follow the path of energy price marketization, and it is imperative to adjust domestic energy prices. The China Electricity Council has repeatedly called for speeding up the pace of electricity price reform, as soon as possible to improve the linkage mechanism between energy prices, feed-in tariffs and sales tariffs, and guide the rational allocation and efficient use of power resources. Hu Chi, deputy director of the Research Department of the China Enterprise Confederation, believes that the main reason for the power shortage is still the contradiction between supply and demand of coal, and the price of electricity has not been rationalized relative to coal prices. "In the current high CPI situation, it is indeed more difficult to raise the price of electricity. However, it is absolutely impossible to delay the adjustment of the electricity price in order to suppress the inflation immediately. From a long-term perspective, it is imperative to raise the price of electricity." Hu Chi told Economic Information Daily reporter. Hu Chi said that raising energy prices is also conducive to China's current energy conservation and emission reduction and the transformation and upgrading of industrial structure, which will help China's economic development mode change. "Of course, the formulation of policies cannot be to make energy prices "up", and must be combined with the current "anti-inflation" and gradually advanced." Hu Chi said.
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