The National Development and Reform Commission recently issued a notice that thermal power companies are planning to cut their prices by a total of 1 cent per degree to raise funds for renewable energy funds, to subsidize denitrifying dust collectors, and to implement the latest pricing method for photovoltaic power once for a dollar. Yanneng Power and SDIC Power took the lead in disclosing the above news.

SDIC announced on the 10th that the company's thermal power unit will cut its on-grid tariff by a factor of 1 to 2.5 cents/degree; at the same time, it will provide a one-cent price increase for each unit of denitrification and standardization unit, and dust and smoke dust reaching unit , 2 cents per price increase. The above price adjustments will be implemented starting from September 25, 2013.

Shanneng Energy announced on the 9th that the on-grid tariff was lowered by 1 point/degree.

Industry insiders interpret that the above two thermal power price adjustments have nothing to do with coal-fired linkage, in essence, thermal power companies cut prices to pay for new energy and environmental protection industries. It contains two important information: First, the downstream sales price does not drop, only the power generation side of the electricity price is reduced, so the downstream industry is not affected; Second, the price reduction is to raise funds for renewable energy funds, subsidy denitrification dust collector units, And implement the latest pricing method for photovoltaic power once for a dollar.

The above news affects the clean energy industry, such as hydropower, wind power and photovoltaic power generation. According to the company's response, although the country had a renewable energy subsidy policy, there were cases where funds could not be put in place in time. Second, it is beneficial to the environmental protection industry. As a result, companies have more incentive to invest in environmental protection equipment. Third, for power companies, if the proportion of coal-fired power is too high, they will become net buyers; and clean energy will be the object of encouragement, such as Sunny Energy and Hairun Solar. Photovoltaic power generation can add another fire.

In addition, the above-mentioned price cuts and new policies will encourage thermal power companies to increase their investment in environmental protection, and denitrification enterprises are expected to usher in favorable conditions. Data show that China's power industry emissions of sulfur dioxide and nitrogen oxides accounted for 57.8% and 64.8% of the heavy pollution industry emissions, respectively, is one of the major industries causing air pollution. At present, most of the electricity desulfurization has been completed, but the proportion of electricity denitrification is less than 70%. To this end, the National Development and Reform Commission has issued a strategy to reduce the price of thermal power in order to increase the denitrification price, so as to encourage thermal power plants to launch denitrification units. Denitrification of thermal power is expected to accelerate.

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