Coal-fired electricity will "stab for profits," or it will lead to the winter power shortage in South China.

Get a notice of power cuts, like to get a "hot potato", Yaohong, general manager of Liupanshui Shuangyuan Aluminum Co., Ltd., Guizhou Province, looked dignified, stepping back and forth in the office.

“Each day more than 600,000 hours of electricity is limited, the factory has stopped 10 electrolyzers, and then stop, then the production target at the beginning of the year will certainly not be completed.” Yao Hong said, choose to invest in Guizhou, fancy here is the large coal production, Power supply is adequate. Unexpectedly, the "coal nest" roused the "coal shortage" and "electricity shortage."

Due to continuous drought, strong demand, and tight coal supply, the power shortages in the five southern provinces of Guangdong, Guangxi, Guizhou, and Yunnan have continued to increase since the beginning of the summer, and the supply situation has been grim. The two provinces of Yunnan and Guangxi have entered the “red alert state” and are forced to impose power restrictions on high-energy-consuming industries such as yellow phosphorus, ferroalloys, aluminum, and steel.

According to the forecast of China Southern Power Grid Corporation, the power supply situation is still not optimistic this winter and next spring. In the fourth quarter, the electricity gap in the five southern provinces will reach 14 million kilowatts, and will reach 10 to 15 million kilowatts in the first half of next year.

Zhang Quanyi, director of the Economic Operation Department of the Guizhou Provincial Economic and Information Commission, said that thermal power is in short supply due to shortage of power coal, and that the long-term exhaustion of generator sets requires maintenance, and that it is difficult for hydropower to perform due to drought. In the past 10 months before the rainy season next year, the power operation will face many uncertainties and will be more and more difficult.

Dr. Cai, the driver who just unloaded a coal cart, said that what is most annoying now is that there is no coal to transport. In the past, if the distance was short, a few cars of coal could be transported to the power plant one day. Now it is still not enough to pull a coal in a few days. Many coal mines cannot see any coal at all.

“What we are most worried about is the recurrence of the 'electricity shortage' in the winter,” said Zhang Xiaoxiang, general manager of Shougang Water & Steel Co., Ltd., “Supply demand exceeds supply, leading to rising coal prices and capping of electricity prices. The current pressure on companies is no worse than the low temperature in 2008.” Impact of rain and snow freezing disasters.

In 2008, there were serious freezing disasters in Guizhou, Guangxi, and Hunan, and people still remembered the situation that grids were power and the city was not available. At the beginning of this year, the South reappeared frozen weather. Due to adequate preparation and effective response, residents' electricity consumption was basically unaffected, but the electricity consumption of enterprises was still tight.

Guizhou Province, known as the "Jiangnan coal sea," ranks first among the Jiangnan provinces in China in terms of coal production, and is also one of the important bases for the "West-to-East Electricity Transmission." In the situation of severe shortage of coal, it also shoulders the important task of “transmitting electricity from the west to the east”. According to statistics, each kilowatt-hour electricity is used in Guangdong Province, of which 1.2 kwh is supplied by Guizhou.

In order to maintain the power operation and protect electricity in winter and spring, Guizhou implemented a phased plan for scheduled coal supply, interviewed relevant persons in charge, and even “sealed” control of coal outflow.

In this regard, coal companies and power plants have expressed their opinions and have expressed "difficulties." The owner of a coal company believes that the loss of supply of coal per ton is more than one hundred yuan. The more production, the greater the loss.

The largest thermal coal supply company south of the Yangtze River, Zhang Shiming, deputy general manager of Guizhou Shuicheng Mining Co., Ltd. said that in the past, while supplying coal, it was also able to sell some of the commodity coal, and through “pulling up and filling up”, it was able to maintain steady growth in operating performance. . At present, all coal production is used to supply coal, and the company’s losses are relatively large, and production enthusiasm is frustrated.

The person in charge of the power plant believes that the continued rise in coal prices has led to “negative production” and passive storage of coal. Lin Yue, general manager of Faer Power Plant, said that at present, only two of the four units are in operation, with an average daily coal consumption of 18,000 tons and a coal deposit level of less than 7 days. At the same time as the amount of coal was insufficient, the quality of coal also fell sharply, and the power plant was forced to use diesel for combustion.

Although both parties are complaining, but the reporter found that some coal companies and power plants are still profitable, but the profitability space is shrinking. In contrast, the power grid is profitable.

“A piece of cake and coal and electricity compete for food. As a result, the contradiction is constant and supply is tight,” said Song Ming, director of the Regional Economic Research Institute of Guizhou Academy of Social Sciences.

Song Ming believes that the failure of the system and mechanism leads to the coal-fired power struggle is the root cause of the "electricity shortage." Only by changing the status quo of “market coal and planned electricity” can the smooth development of coal power be promoted.

Industry experts suggest that rationalizing institutional mechanisms requires a long-term process. At present, all localities have gradually entered the era of "high coal prices and low electricity prices" from "low coal prices and high electricity prices," and they should appropriately increase the on-grid tariffs. At the same time, clean up local arbitrary charges, reduce administrative intervention, stabilize the coal industry development policy, encourage increased production, and respond to the possible “electricity shortage”.

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