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國家發改委調整電力價格或緩解發電企業虧損現狀 @ 2011-11-30T23: Back Hot News
Keyword:電價
Concept:
    此次調整是今年發改委宣布的第三次電價調整。此前,4月10日,發改委上調部分虧損嚴重火電企業上網電價,全國有11個省份的上網電價上調在0.01元/千瓦時以上。6月1日,15個省市工商業、農業用電價格平均每千瓦時上調0.0167元,但居民用電價不變。
上述電企人士透露,最近國資委已經派出工作組就電力央企巨虧問題調研,發改委也已經表態會積極予以協調。有消息稱,為確保電力供應,將出台上調電價方案,目前方案已上報國務院,這次調價的覆蓋地區將較之前范圍更大,初步安排是先調上網電價,然後逐步對非居民用電價格進行調整。
今年5月份,發改委上調山西等15個省(市)統調火電企業上網電價,銷售電價相應調整,但居民用電價暫未調整。目前,在通脹壓力有所下降的背景下,全面調價方案再度提上日程。
據報道,中央計劃限制秦皇島煤炭現價每噸800元人民幣,即較現價低7%,以及限制2012年合同價升幅不高於5%。對此,花旗認為,煤炭價格干預有利中資電企紓緩成本風險,並視為調高電價閘口打開訊號,相信發改委檢討後即將會宣布上調電價。基於該行預測,電價每上調1%,中資電企2012年盈利可提升18%,建議投資者在加電費前收集。

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