Xinjiang development and Reform Commission recently issued the “plan for improving the price mechanism of new energy in Xinjiang”, launched the coal and electricity price reform plan, and established a market-oriented electricity price mechanism of “falling and rising”; The power generation of new energy parity projects put into operation since 2021 will be brought into the power market to increase the proportion of new energy power consumption of enterprises. As the largest comprehensive energy enterprise of Xinjiang production and Construction Corps, Xinjiang Tianfu Energy Co.Ltd(600509) will give further play to the integration advantages of “source, network, load and storage”, adjust and optimize the energy structure with the help of the resource advantages of regional power grid in Xinjiang, build a first-class smart power grid of Xinjiang production and Construction Corps, and spare no effort to fill the power gap caused by load growth in Shihezi, eighth division in the future.
Xinjiang development and Reform Commission recently issued the plan for improving the price mechanism of new energy in Xinjiang, which defined five main tasks: first, launch the coal and electricity price reform plan and establish a market-oriented electricity price mechanism of “falling and rising”. The second is to open up the transmission channel of electricity price, promote all industrial and commercial users to enter the market and form electricity price through marketization. Third, make good use of the national on grid electricity price policy for new energy power generation, and bring all the power generation of new energy parity projects put into operation since 2021 into the power market, with a target on grid electricity price of 0.262 yuan / kWh. Fourth, we will steadily promote the implementation by classification, and increase the on grid price of new energy parity projects through market transactions and equal sharing of large industrial power at a favorable price. Fifth, increase the assessment of consumer responsibility and improve the proportion of new energy power consumption of enterprises.
Policy orientation will have a far-reaching impact on Xinjiang Tianfu Energy Co.Ltd(600509) high-quality and sustainable development Xinjiang Tianfu Energy Co.Ltd(600509) it is proposed to build 400000 photovoltaic power generation projects with an increase of no more than 1.5 billion yuan. At present, the fixed increase is advancing steadily.
Referring back to the announcement, Xinjiang Tianfu Energy Co.Ltd(600509) once disclosed the announcement on the phased adjustment scheme of power price for large industries in October 2021. The company expects to increase the electricity revenue by about 208 million yuan from August 1 to December 31, 2021, which has a certain positive effect on the company’s operating performance.
In 2021, the eighth Division has periodically adjusted the price of power for large industries, and will establish a price adjustment mechanism of power supply and steam supply with “allowable cost + reasonable income” as the core; By promoting the implementation of coal and electricity price linkage mechanism, we can reasonably conduct the cost of raw materials and enhance the profitability of the company.
Xinjiang Tianfu Energy Co.Ltd(600509) as the largest comprehensive energy enterprise of Xinjiang production and Construction Corps, it will fully implement the “14th five year plan” of the Corps. On the one hand, Xinjiang Tianfu Energy Co.Ltd(600509) will optimize the power structure and build a smart grid. The company further gives play to the integration advantages of “source, network, load and storage”, and adjusts and optimizes the energy structure with the help of the resource advantages of the regional power grid in Xinjiang. Invest in the construction of 400000 photovoltaic power generation projects, and actively participate in the 3gw grid connected photovoltaic power generation project of the eighth division, 90mw biomass power generation project, 408mw cascade hydropower project in the upper reaches of Manas River and 1000MW pumped storage power station project in the future. With 220 kV power grid as the backbone, vigorously promote the construction of smart grid and grid side energy storage projects, and build a first-class smart grid of the Corps.
On the other hand, Xinjiang Tianfu Energy Co.Ltd(600509) will strengthen the power grid, implement the coal power linkage mechanism and enhance profitability. The company continues to invest and build back pressure units to carry out energy conservation and emission reduction transformation and improve energy efficiency. After being put into operation in the future, the standard coal consumption of power supply will be reduced to 260 g / kWh, greatly reducing the total carbon emission of fossil energy and promoting the low-carbon transformation of enterprises.
In addition, Xinjiang Tianfu Energy Co.Ltd(600509) will accelerate the construction of carbon emission management system, form a carbon emission data sharing mechanism, strengthen the development of technologies such as carbon capture, carbon development and storage management, and reduce the total carbon emission of fossil energy supply. In the national carbon emission verification last year, the company saved a total of 1.63 million tons of carbon emission reduction, worth about 100 million yuan. In the future, the company plans to try to carry out electricity carbon integration trading in Shihezi City, Bashi City, to help enterprises reduce the cost of electricity and carbon consumption, maintain and increase the value of the company’s carbon assets, and form a new profit growth point.
