The Impact Of Electricity Price Increase On PPI Is Bigger Than That Of CPI.

　　 Announced by the national development and Reform Commission Since December 1st, the sales price and the electricity price have been raised. Among them, the national average of sales price increased by 3 cents per degree. The price of electricity on the Internet increased two points and six cents for coal and electricity enterprises, and the electricity price per household was raised by about 3 cents. What is the concept of raising 3 cents? How far is it to raise the price of residential electricity? The NDRC also imposed restrictions on coal prices. What is the concept of electricity price up by 3 cents? What kind of change will it bring to economic life? Shi Wei, director of the national development and Reform Commission's Institute of industrial transformation, gives relevant comments.

The electricity price is raised by about 3 cents each time, and the electricity price of residents is temporarily raised. What is the concept of raising 3 cents? How far is it for residents to step up the price of electricity?

　　　 Shi Wei: we must control the power consumption of enterprises through the lever of price.

The sale price can generally be understood as a direct wholesale price or retail price to the power supply enterprise. The electricity price on the grid is that a power generation enterprise has put the electricity on the State Grid (micro-blog), and then the State Grid has approved a price, which is called the Internet price. The three cent mainly refers to the whole power plant, because we are now producing natural gas, natural gas prices are rising, oil prices are rising, including water and electricity due to climate drought or waterlogging, will change. Therefore, it is estimated that the average value of power plants will be reduced, and the power generation of thermal power plants may be coupled with thermal power. On average, it will need to increase 3 cents. Moreover, coal electricity refers to the enterprises that use coal to generate electricity, so it estimates that the cost accounting is two points and six.

The price of residents' ladder has to be divided into three grades. In fact, it has been discussed for many years, and its background is not only the price of electricity. Taking into account the energy strategy of the whole country, most of the current global energy conflicts are concentrated in China's "12th Five-Year" period, which is our country. First of all, our coal has begun to import, and then international oil prices fluctuate greatly, and strategic partners, such as negotiations with Russia's oil and natural gas, have many new problems. Under the big energy background, one of our ways is to raise the electricity price, but it involves the ability of the common people. On the other hand, we use the price lever to control more consumption of electricity.

　　 Shi Wei: electricity price rise 3 points can not alleviate the contradiction between coal and electricity

Objectively speaking, the magnitude of this increase basically has little effect on alleviating the contradiction between coal and electricity. Because the biggest obstacle to the contradiction between coal and electricity is that it is difficult to calculate the cost of the starting enterprises. Because the power generation enterprises are state-owned monopoly enterprises, it is very difficult for all countries in the world to calculate very clearly how much money they are generating at present. For example, when the electricity shortage happened this year, the power generation company reported a price, which indicated that the retail price of the one kilowatt hour could only be used to cancel the coal price.

Actually, the price increase is a good plan, but it can not solve the fundamental problem. The contradiction between coal and electricity can not be solved. It can not be solved by three cents, two cents and six. Because the monopoly of coal was not so great. In recent years, through the renovation of small coal mines, the phenomenon of hoarding coal in large coal mines is very serious. At the beginning of this year, four provinces and cities were in power shortage. I made a digital survey. In fact, when the electricity shortage happened this year, the power generation in China increased over last year. Gross domestic product This is a growth rate, which is also increasing over the same period of the previous year. This shows that our basic energy allocation is reasonable, and this involves institutional issues. One is that more power generation is needed and coal is not available. Another, we need more power supply, but the power grid is not complete. After the separation of power grid from power plant, these are deep-seated institutional problems.

　　 Shi Wei: the electricity price rises 3 points to the populace psychology anticipation to have the very big influence.

When it is difficult for us to balance these institutional problems, we are now adopting a way of raising prices, which has little impact on the people, but it will have a great impact on the psychological expectations of the common people.

The price increase is not enough because there is an advantage in raising prices, especially for local enterprises and large numbers of high energy consuming small industries. If its retail price raises the electricity price by 3 cents per cent, its cost pressure will be even greater. In addition to the adjustment of the state's macro monetary policy, inflation is not only in the real estate sector, but mainly in the production area. If we want to do something in the field of production, we must suppress the energy consuming, inefficient and traditional backward industries through the relationship and means of energy consumption and energy costs.

　　　　 Shi Wei: the impact of electricity price increase on PPI is bigger than CPI.

First of all, this has little impact on the real life of the residents. Suppose that an ordinary family uses 100 degrees of electricity a month. It is basically within the coverage of 80%, and the basic electricity price remains unchanged. In accordance with the 90% coverage, that is, household electricity consumption may be within 150 degrees, or the rate of increase is very small, only 5 cents. For those who can bear 3 cents, their sensitivity to electricity price is very poor, so it is not a big problem from the point of view of consumption, but the psychological impact will be great.

The impact on PPI, the rise in electricity prices, the development of industrial development and the rise of industrial costs in these years depend largely on the rise in energy prices, and it is the industrial chain, which will be rolled up along the industrial chain. Since it is related to the price of the entire industrial product, I think the state should have some supporting and more important measures to reform the electricity price. For example, a large amount of foreign investment is now in China. We basically have no strict threshold for energy consumption in foreign investment. Now the United States is doing a lot of polysilicon on the coast of China. It is single silicon, which has high energy consumption and serious pollution. After it has been exported, the United States takes back solar energy for household or garden. In this case, we have to tie in with industrial policies.

In addition, our country's policy has a problem of implementation in place, such as the various places to slam the electricity, but the lighting projects everywhere. Some feel that they are rich in electricity and do not have electricity shortage, so they are willing to make such a high project. But when they are rich in electricity, the electricity is also exchanged for coal, oil and natural gas, so the relevant laws must be strict.

　 Shi Wei: production enterprises and high energy consuming enterprises should pay for the rise in electricity prices.

In fact, at present, it is an opportunity for China. When we are in the process of deepening the reform of electric power enterprises or electricity prices, including future oil and natural gas reforms, we must closely link up with the industrial threshold. We must start from the source and do not take people to start a cure. In fact, the electricity of the common people is simply not enough to pollute the larger energy consumption caused by the enterprises. For these polluting enterprises, the electricity consumed by the people is really 10 Fen of the nine cattle.

In fact, the common people are very simple. If the 100 degree of electricity is enough now, I used to use rice cooker to cook. Now I do not have to use gas to cook, so that people can adjust the household electricity consumption structure. Unless he is a middle class, he doesn't care about the electricity structure of his family, but ordinary people will calculate. Therefore, we should not raise the retail price because of the loss of electricity price. This burden should be borne by consumers. This concept is wrong and must be borne by the high energy consuming enterprises of production enterprises. At the same time, several major power companies in the country should solve them internally and cover operating profits with policy losses. If they spend a lot of financial expenses, a lot of management fees, and a large number of these expenses, they should not raise prices to ordinary people, but should reduce their prices. So this is a good opportunity for deepening reform.

　　　 Shi Wei: the division of ladder price should be adjusted according to the current situation.

　　　 Step price This is true, in fact, the situation in different cities is different, because the consumption of different cities is different, so we used to design the price of electricity in the past to determine the basic base with the current consumption structure. This may not be complete, because our future household appliances will develop very fast, so it is very important to determine the base number. In addition, the stair tariff is now divided into three stalls, and I think three stalls are not enough, because China's consumption has a very typical feature is fault.