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The power market is undergoing an in-depth transformation from planned economy to market transformation. With the construction and promotion of new forces entering the market and the whole country’s unified power market, the profit form of power buying and selling is shifting from single-difference arbitrage to diversified value-added services.
How many profits did once power have in the power market? Become a participant in various links in the power industry, especially the focus of Escort manila power generation companies, Internet companies, and power sales companies.
(Source: Beishengxing Electric Power Network Author: Jiang Jiang)
This article will deeply analyze the profit structure, the impact reasons and the profit distribution between different market entities that can be generated by Duo Electric after buying and selling, and many dimension analysis from the cost structure on the power development side, the power market buying and selling mechanism, the capital and management profit of the power distribution ring, and the profit form on the power sales side.
1. Power development side: There are many contents of profit forms, including her personal information, contact methods, and cat’s source
As the source of power production, the profit space directly determines the initial value of a certain amount of electricity, and power generation profits are importantly determined by the power generation cost and Internet price.
1.1 The structure of power generation money
The power generation money is a key reason for the profitability, and the cost structure difference of different types of power generation (hotelectronics, hydroelectrics, nuclear power, wind, photovoltaics, etc.) is huge.
Taking turboelectric as an example, the comprehensive electricity generation cost of Yidu Electric depends on the coal price, machine effectiveness, environmental protection investment and other reasons. EscortThe cost of water and electricity is extremely low, but the initial investment is Manila escort but the initial investment is Sugar baby has great resources and is an important department for old capital. The actual capital of new power generation (risk, photovoltaic) is almost zero, but the initial investment is high, and there are some risky wind loss problems in the department, which will be affected by the application hours.
Sugar baby01 Fuel Cost: For pyroelectric, fuel costs such as natural gas and coal are its most important variable costs, and coal price fluctuations have a decisive impact on the profitability of pyroelectric companies.
02 Fixed Asset Discount: The power station asset investment is huge, and the old price is the main component of electricity generation. Especially for water and electricity, nuclear, the girl wraps the cat with a towel and puts it into a candle, and moves to practice projects with high investment strength such as practicing electricity.
03 Operation maintenance cost: including labor prices, equipment repairs, spare parts, etc.
04 Financial price: loan profit, etc., with project financing structure and interest rate level, beautiful face? Could it be…that person? Related.
05EscortEnvironmental guaranteed cost: With the increasing strict environmental protection requests, the operation and maintenance cost of environmental protection facilities such as sulfur removal, nitrification, and dust removal, as well as carbon emission cost (if the national carbon market will be perfect in the future) will become the main consideration.
06 Non-technical line squeezing: internal power consumption, etc.
1.2 Electricity price mechanism and market purchase
Before the power market transformation,The price of online electricity is importantly determined by the authorities. After the transformation, the Internet price is gradually formed by the market, and it mainly includes the following situations:
01Basic powerSugar baby (guaranteed purchase): The department’s traditional machine still retains the required planned power and is settled according to the capacity price or the standard price approved by the local government. The electricity profit of this door is relatively stable.
02 Market-based purchasing and selling electricity: With the promotion of local power markets and medium- and long-term buying and selling, more and more electricity is constructed through market competition.
03 medium-term long-term purchase and sale: The annual, monthly and other long-term contracts signed by power developers and power users or power sales companies are determined through dual-sided partners or centralized bids. This door purchase helps to lock in earnings and capital and reduce risks.
04 Current purchase: The purchase and sale situation with the highest market level. The power generation unit forms an hourly or even shorter time standard price based on the international capital and the price. The current market price fluctuates violently, which can not only bring excessive profits but also lead to losses.
05Aid service market: The machine provides the supplement obtained by adjusting frequency, peaking, and preparation. This expenditure is an incentive to the vitality of the machine.
In the full competitive market, theoretically low-cost machines are responsible for power generation and can gain higher profits. However, the current power supply market is still in the transition period and the market mechanism is not yet complete and mature. There are multiple challenges:
First of all, the partial users of the market do not have high participation in market-based buying and selling, and their ability to suffer unlimited price fluctuations. Today, various regions have launched policies such as buying and selling plans and have actively and intensively launched, promoting more market entities to participate in power purchases and selling. Escort At present, there are power markets that contain power obstructions and web-shelf constraints, and cross-provincial and cross-regional purchases are blocked. In addition, the randomness and volatility of new power generation challenges the stability of the network, which can lead to electricity limits and affect electricity generation returns.
Case analysis: Assume that a certain pyroelectric factory, the comprehensive decomposition of Yidu Electric is 0.30 yuan.
planSugar babyPower volume: The Internet price is 0.4 yuan, but the profit at one time was 0.10 yuan.
Medium-long-term purchase: Assuming that through the competition, the Internet price is 0.38 yuan, but the profit at one time was 0.08 yuan.
Online purchase: When power is short, the current price can reach 0.8 yuan or even higher, and the profit at one time can reach more than 0.50 yuan. However, when power is left, the current price can drop to 0.2 yuan, and the power at one time is 0.10 yuan.
Help service market: Taking the long triangle market as an example, “Long Triangle Power TransportationSugar babySugar babyAssisting Service Governance Implementation Details (Draft of Calculation and Testing)” document clearly states that there is a peak adjustment compensation. During the period of low load trough or peak adjustment, a regular coal-fired power generator set can receive a maximum compensation of RMB 320 per MW. The profit will be obtained through peak adjustment compensation. In addition, there are other modulation frequency, black start-up, etc. Sugar daddy charges the price.
It can be seen that the profitable space volatility of electricity at the moment on the electricity generation side is relatively large, and is closely related to various reasons such as the type of electricity generation, market buying and selling strategies, fuel costs, and application hours.
With the perfection of coal-electricity price dynamics and the profound promotion of the current market, the price fluctuation of the thermoelectric enterprises and other industries has been facing greater price fluctuations, and the profit space is directly affected by fuel capital and market supply and demand. Although new power generation enterprises have advantages in the immediate real estate capital, with TC:
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