Due to the serious losses of power generation companies and the severe power supply situation in the winter, the “China Securities Journal” on the 14th stated that the recent price increase plan may be approved. In addition, the NDRC’s tariff adjustment in some regions was different from that in the first half of this year. It may be national. According to the news, on the 14th, there was anonymity of power company executives told reporters that the recent rumors of electricity prices may have been raised for some time, the news pointed out that the Development and Reform Commission has reported the price increase program submitted to the State Council.

Power business losses on the 14th, for the current price adjustment rumors, a local power generation company executives told reporters that the CPI continued to decline in the past three months, creating conditions for the current price adjustment. He heard that the National Development and Reform Commission has submitted the electricity price increase plan to the State Council, but in the end, whether the State Council approves or does not dare to pack the ticket. However, he said, "Even if the price of electricity is raised, we cannot control the rise in coal prices."

On the 14th, a number of analysts, including securities institutions, also said that they had heard the rumors of the tariff adjustment and said that the tariff adjustment would help the already-dangered thermal power companies.

According to CEC's data, from January to July of this year, the power businesses of Huaneng, Datang, Huadian, Guodian, and China Power Investment Group lost a total of 7.46 billion yuan, a loss of 8.27 billion yuan from the same period last year, of which the thermal power business suffered a loss of 18.09 billion yuan. The year-on-year increase in losses was RMB 11.3 billion.

The Development and Reform Commission once indicated that the price of electricity was changed on April 10 this year. The Development and Reform Commission raised the price of on-grid electricity in 12 provinces by about 2 points per kilowatt-hour. On June 1, the NDRC raised the prices of industrial, commercial and agricultural electricity in 15 provinces and municipalities. However, due to the continuous rise in coal prices and the continuing high domestic CPI in the second half of the year, despite the fact that power generation companies have begun to lose money, it seems that the increase in power prices has not been included in the “plan” to solve the problem. Prior to this, the NDRC stated that in order to ease the "electricity shortage" in the summer, it will speed up the approval of some power projects, but did not propose the idea of ​​price adjustment.

The power generation companies seem to have “cleared the situation” and are no longer looking to adjust their electricity prices. Instead, they are taking over power generation companies one after another. Most of the orders were from coal companies.

On October 29th, for the second consecutive year, the huge loss of the Yuzawa Power Assets Restructuring Plan came out. Tongji Coal Group will inject its four power plants and two coal mines into Yuze Power to replace the central company CPI as the controlling shareholder of Yuze Power. It became the first case in which the Big Five Power Group sold its controlling stakes in thermal power listed companies that were deeply involved in losses.

Huadian Group also recently handled its assets frequently. Recently, it has just listed and transferred its 20% stake in Ningxia Datang International Dam Power Generation Co., Ltd. (hereinafter referred to as “Daba Power Generation”).

The above-mentioned power company executives stated that now coal companies are buying power plants everywhere, and in addition to coal and electricity, under the banner of coal-fired power companies, many power generation companies that are acquired by coal companies are out of trouble due to preferential coal prices. At the beginning, the power system reform advocated the competition among multiple power generation companies, gradually promoted the formation of a market-oriented system, reduced the cost of power generation, and allowed consumers to ultimately benefit. However, if the mechanism is not straightened out for a long time, the end result is that power generation companies will all lose money. Hot potato removed, "The original reform could not be implemented."