According to the CEIBS Industrial Prosperity Index report, in the first quarter of 2016, the CEIBS Power Industry Prosperity Index was 98.1, a decrease of 0.7 points from the fourth quarter of 2015 and a decrease of 1.3 points from the same period last year; the second quarter showed a significant increase. The power industry index was 98.6, an increase of 0.5 points from the first quarter. Although fluctuating, the second quarter returned to the same period last year. In the first quarter, the CEC Power Industry Early Warning Index was 75, down 8.3 points from the previous quarter, and entered the colder "light blue light zone" again; in the second quarter, the CEI Power Industry Early Warning Index reached 79.2, although it has increased, but Still in a cold state.

The growth rate of electricity consumption has increased, and the electricity consumption structure has continued to be adjusted. According to data from the China Electricity Council, in the first half of 2016, the total electricity consumption of the whole society was 2.78 trillion kwh, an increase of 2.7% year-on-year, and the growth rate was 1.4 percentage points higher than the same period last year. Among them, the electricity consumption of the tertiary industry increased by 9.2% year-on-year, and the growth rate was 1.2% higher than the same period last year; the electricity consumption of urban and rural residents increased by 7.7% year-on-year, an increase of 2.9% compared with the same period last year; the electricity consumption of the primary industry increased year-on-year 7.7%. The electricity consumption of the secondary industry changed from a "decrease to an increase" with a year-on-year increase of 0.5%, but the electricity consumption of the manufacturing industry decreased by 0.3% year-on-year. The four major energy consumptions of chemical raw materials, non-metallic mineral products, ferrous metal smelting, and non-ferrous metal smelting Electricity consumption in the industry fell by 3.3% year-on-year, and the rate of decrease was 1.8% larger than the same period last year.

The power industry plays an important role in "adjusting structure" and "reducing costs." According to the "Notice on Reducing the On-grid Tariff for Coal-fired Power Generation and the Price of General Industrial and Commercial Electricity", starting from January 1, 2016, the national on-grid tariff for coal-fired power generation has been reduced by an average of about 3 cents per kilowatt-hour, and the average industrial and commercial sales price The kilowatt-hour is reduced by about 3 cents, and the price of electricity for large industries will not be adjusted to reduce the burden on small, medium and micro enterprises. In January 2016, the National Development and Reform Commission and the Ministry of Industry and Information Technology jointly issued the "Notice on Issues Concerning the Implementation of a Tiered Electricity Price Policy for Cement Enterprises", which implemented the implementation of electricity consumption for the production of general-purpose Portland cement other than kiln types based on comparable clinker ( Cement) The tiered electricity price policy with comprehensive power consumption level standards will further realize the "high rewards and low penalties". At the same time, localities can further increase the implementation of tiered electricity prices on the basis of the above regulations based on actual conditions. In June 2016, the National Development and Reform Commission issued a notice to improve the implementation of the basic electricity price for users of the two-part electricity price system, reduce the burden of basic electricity fees for large industrial users, and reduce the operating costs of the real economy.

The development of the power industry is facing challenges. In the first half of 2016, producer prices in the power industry continued the downward trend since 2015, and the rate of decline has expanded. Although the price of coal and electricity continues to fall, due to factors such as the decline in electricity prices, the revenue and profits of the power industry have both declined. In the first half of 2016, the business income of the above-scale power, heat, gas and water production and supply owners was 2.56 trillion yuan, a year-on-year decrease of 2.0%, and the realized profit was 226.08 billion yuan, a year-on-year decrease of 3.7%. In the first half of 2016, the power supply projects of major power generation companies across the country completed an investment of 121 billion yuan, a decrease of 8.7% over the same period last year. Among them, thermal power investment decreased by 6.4% year-on-year, hydropower investment decreased by 17.9% year-on-year, nuclear power investment increased by 5.1% year-on-year, and wind power investment decreased by 38.4% year-on-year.

Institutional issues are a key factor restricting the development of the power industry. For a long time, the development of the market system in my country’s power industry has been slow, the market’s decisive role in the allocation of resources has not been fully exerted, power prices and market supply and demand conditions are misaligned, resource shortages and resource surpluses coexist, and corporate vitality has not been fully released. This restricts the transformation and upgrading of the industry. In 2015, the "Several Opinions of the Central Committee of the Communist Party of China and the State Council on Further Deepening the Reform of the Electricity System" put forward the overall requirements for establishing and improving the power industry's "laws to be followed, separation of government and enterprise, standardization of the main body, fair transaction, reasonable price, and effective supervision" market system. Some progress has been made in related work, but due to the wide scope of influence and the number of stakeholders involved, there are still many difficulties in the reform of the power system.

Deepen the reform of the power system and promote the transformation and upgrading of the power industry. Electricity is a basic industry in the national economy. Deepening the reform of the electric power system is not only an inherent requirement for the development of the industry, but also of great significance for enhancing the vitality of my country's economy. At present, the supply-side structural reforms are being comprehensively promoted, and the pressure of the power industry to "cut capacity" and "adjust structure" is gradually increasing. Fully understand the important role of the power system reform, further straighten out the relationship between the various links in the power industry, improve the power trading platform, standardize power trading behavior, break the bottleneck of the power price formation mechanism reform, and strengthen the development foundation of the power industry; actively promote direct power trading , Summarize the pilot experience, innovate the power trading mechanism, and further play the role of the market mechanism in power trading; improve the market exit mechanism, and focus on the role of the market mechanism in eliminating backward production capacity; improve the power industry innovation mechanism, and focus on major technological breakthroughs and important Technological progress, discuss the impact of the new round of technological revolution and industrial revolution on the development of the power industry, explore new power operation models, and promote the sustainable development of the power industry.

Original title: Leading the development of the power industry with system reform