Coal price: RMB 200/ton Freight: RMB 323/ton Tang Ming (a pseudonym), head of a thermal power plant in southeastern Shanxi Province, said: “The price of coal purchased by our power plant from Ordos, Inner Mongolia, in October was RMB 200/ton, but per ton of coal. The freight rate was 323 yuan. In addition, we purchased coal from Shaanxi Yulin at a price of 378 yuan/ton, and the freight rate was as high as 305 yuan/ton."
“Because the cost of vehicle purchases, personnel management fees, and other costs are too high, our power plant does not have a dedicated transport department, mainly relying on some transport companies, which has a profound impact on the efficiency of the power plant,†adds Tang.
Another staff member of the power plant responsible for fuel procurement told the reporter, “Now the approximate load of each vehicle is 38 tons, and if our power plant operates at 80% of the load, the daily coal demand is 15,000 tons, and this probably It takes more than 300 cars to load. Because we have a large demand for vehicles, even if the power plant itself purchases 100 cars to transport coal, it cannot meet the demand."
"The freight we are willing to pay is also based on market conditions." Tang Ming also said, "Although we have a certain pricing power for freight, but overall it is also relatively limited."
The intermediate links in coal transportation are in urgent need of governance It is understood that the local power plants in Shanxi Province are mostly pit-mouth power plants, which are also accounted for in accordance with the standards of Hangkou Power Plant when the electricity price is calculated.
“But now we have purchased more than 50% of the coal used in the province outside the province, and only about 600 million yuan is spent on freight annually.†Tang Ming reluctantly said, “If the local coal can be digested locally, we There is no need to waste efforts to purchase coal in Shaanxi, Inner Mongolia and other places."
Li Chaolin, a senior expert at the China Coal Transportation and Marketing Association, said, “For the local power plants in south-central Shanxi, there is a real problem that the freight rate is higher than the coal price. In the transportation process, in addition to the most basic fuel and labor costs, the expressway The toll is also very high. In addition to ordinary roads, although there is no toll, there are also human-induced charges."
Some analysts believe that a large part of the current high coal prices is due to the circulation of coal transportation. Therefore, it is necessary to lay special coal transportation channels. The "Twelfth Five-Year Plan for National Economic and Social Development" released in March this year clearly stated that during the "Twelfth Five-Year Plan" period, we must strengthen the construction of energy transmission channels, reduce the pressure on large-scale long-distance transmission of primary energy, and improve the coal and petroleum. , iron ore and other transportation systems.
“With the further improvement of the coal transportation channel system and the easing of the coal transportation bottleneck, the coal market for separation of domestic production areas and sales areas will be further unified, and local coal price overheating and tight coal supply will be eased.†An electric power industry analysis agency Think so.
Lin Boqiang, director of the China Energy Research Center at Xiamen University, told the reporter: “This is an unreasonable market behavior caused by the coal-fired power system, and all costs will ultimately be borne by downstream consumers. If we do not change the most fundamental coal-fired power system, This problem can hardly be effectively alleviated."
It is learned that although the coal resources in the south-central part of Shanxi Province have been extremely rich, many local thermal power companies have difficulty buying nearby coal and have to switch to coal in Inner Mongolia and Shaanxi. For this reason, only in terms of freight, it has been basically equal to the price of coal, and it has even surpassed the price of coal.