On December 28, 2012, the nation's key coal-fired coal contracts rolled into the third day, and the "war situation" of the power plants was not optimistic. The survey found that the core of the game between coal and electricity companies is not in the price at present; most of the power plant's previous confirmation of contract volume with coal companies is only about one-tenth. In this case, the related person becomes the final game chip and the only “core competitiveness†of the power plant.
The rate of confirmation of the contract is only 10%. “In this period, all the coal-fired power plants are basically flying in the sky every day. At present, apart from Inner Mongolia and Xinjiang, the major coal companies in Henan, Shaanxi, and Shanxi have all come into contact. No one knows how many coals can be aggregated in the end,†said a person in charge of a power plant in Hunan, the five largest power generation groups, to the “First Financial Dailyâ€.
The person in charge pointed out to the newspaper that at the current meeting, the core of the coal power game is not in price; the coal companies did not dare to discount the price limit policy set by the National Development and Reform Commission but could not meet the demand of the power plant.
He explained with an image metaphor: "The sum of the key contract coals is like a large plate and a small plate. The big plate is the amount of contracts signed by coal enterprises and power plants; and the small plate is the final amount that can be determined in the signed contract; Therefore, the former is imaginary, and the latter is real; numerous power plants that have entered the large plate are crowded to Kunming to fight for a small plate."
The person in charge said that for the power plant, the price issue is not the primary issue now, and the amount of coal that can be determined in the contract is the most important. Because some coal companies actually have only 6 million tons, they have to sign 20 million tons. No matter how much the power plant costs, it will eventually get enough coal. “As long as you can get coal, you can think of ways to make coal. The key is information asymmetry. You are afraid that you can't find the temple with the pig.†The person in charge complained.
Several people who are currently in Kunming have said that what power plants are most interested in knowing now is how many coal coal companies can eventually put into the last small plate.
According to the above-mentioned person in charge, despite the fact that the number of contracts signed by the power plant was quite a few, the percentage of people who could eventually enter the small dish was only about one-tenth. Taking the example of his own power plant, he said that the power plant's annual coal consumption needs at least 4.5 million tons, but at present, more than 10 million tons of contracts signed can eventually enter the small plate, that is, the amount that can be promised can have 1 million tons. It is ideal. He told the newspaper that the situation of the old and old power plants will be slightly better, and the days of new power plants built after 2005 will be even more difficult, and even one-tenth of the quantities will not be finally obtained.
Invisible "core competence"
Under the above circumstances, the relatively disadvantageous power plants have no chips in addition to relying on the eyeliner to obtain news and rely on the relationship between the parties and the coal companies to mediate.
It is understood that the eyeliner is a person who can provide a summary meeting for the power plant as well as news of the coal enterprises. The relationship ** is closely related to the high level of the coal enterprises and can coordinate the coal quantity and the capacity, and some are the relatives of the internal leaders of the coal enterprises.
"All the signed contracts will undergo major or minor changes at the assembly meeting. If each power plant does not have its own eyeliner and relationship, it can only wait to stand by." One of the five major power generation groups in Hubei told this Newspaper.
“If there is no relationship, the power plant leaders will not be able to play in Kunming. This is the status of the assembly meeting,†he said. “The costs of the people involved range from RMB 10 to RMB 80 per ton, but they are here. We are not clear about the distribution of foreign coal mines and other related people."
At the same time, more than one person in the plant interviewed told this newspaper that the competition at the assembly meeting is not actually a competition between power plants but a competition between people. The gathering of power planters from various parties in Kunming is also more psychological comfort than victory at home, but there is no difference in reality, because they are simply “doing it outâ€.
However, the above-mentioned sources stated that even if the power of the related party mediates how much of the coal finally reaches the small plate, it is difficult to clarify. Only after the Ministry of Railways finally announced the results of the nationwide transportation capacity and communicated with the power generation group where the power plant was located can he obtain the group's top-down notice and calculate how much “ration†he would eventually own in the next year.
The rate of confirmation of the contract is only 10%. “In this period, all the coal-fired power plants are basically flying in the sky every day. At present, apart from Inner Mongolia and Xinjiang, the major coal companies in Henan, Shaanxi, and Shanxi have all come into contact. No one knows how many coals can be aggregated in the end,†said a person in charge of a power plant in Hunan, the five largest power generation groups, to the “First Financial Dailyâ€.
The person in charge pointed out to the newspaper that at the current meeting, the core of the coal power game is not in price; the coal companies did not dare to discount the price limit policy set by the National Development and Reform Commission but could not meet the demand of the power plant.
He explained with an image metaphor: "The sum of the key contract coals is like a large plate and a small plate. The big plate is the amount of contracts signed by coal enterprises and power plants; and the small plate is the final amount that can be determined in the signed contract; Therefore, the former is imaginary, and the latter is real; numerous power plants that have entered the large plate are crowded to Kunming to fight for a small plate."
The person in charge said that for the power plant, the price issue is not the primary issue now, and the amount of coal that can be determined in the contract is the most important. Because some coal companies actually have only 6 million tons, they have to sign 20 million tons. No matter how much the power plant costs, it will eventually get enough coal. “As long as you can get coal, you can think of ways to make coal. The key is information asymmetry. You are afraid that you can't find the temple with the pig.†The person in charge complained.
Several people who are currently in Kunming have said that what power plants are most interested in knowing now is how many coal coal companies can eventually put into the last small plate.
According to the above-mentioned person in charge, despite the fact that the number of contracts signed by the power plant was quite a few, the percentage of people who could eventually enter the small dish was only about one-tenth. Taking the example of his own power plant, he said that the power plant's annual coal consumption needs at least 4.5 million tons, but at present, more than 10 million tons of contracts signed can eventually enter the small plate, that is, the amount that can be promised can have 1 million tons. It is ideal. He told the newspaper that the situation of the old and old power plants will be slightly better, and the days of new power plants built after 2005 will be even more difficult, and even one-tenth of the quantities will not be finally obtained.
Invisible "core competence"
Under the above circumstances, the relatively disadvantageous power plants have no chips in addition to relying on the eyeliner to obtain news and rely on the relationship between the parties and the coal companies to mediate.
It is understood that the eyeliner is a person who can provide a summary meeting for the power plant as well as news of the coal enterprises. The relationship ** is closely related to the high level of the coal enterprises and can coordinate the coal quantity and the capacity, and some are the relatives of the internal leaders of the coal enterprises.
"All the signed contracts will undergo major or minor changes at the assembly meeting. If each power plant does not have its own eyeliner and relationship, it can only wait to stand by." One of the five major power generation groups in Hubei told this Newspaper.
“If there is no relationship, the power plant leaders will not be able to play in Kunming. This is the status of the assembly meeting,†he said. “The costs of the people involved range from RMB 10 to RMB 80 per ton, but they are here. We are not clear about the distribution of foreign coal mines and other related people."
At the same time, more than one person in the plant interviewed told this newspaper that the competition at the assembly meeting is not actually a competition between power plants but a competition between people. The gathering of power planters from various parties in Kunming is also more psychological comfort than victory at home, but there is no difference in reality, because they are simply “doing it outâ€.
However, the above-mentioned sources stated that even if the power of the related party mediates how much of the coal finally reaches the small plate, it is difficult to clarify. Only after the Ministry of Railways finally announced the results of the nationwide transportation capacity and communicated with the power generation group where the power plant was located can he obtain the group's top-down notice and calculate how much “ration†he would eventually own in the next year.
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