On August 7, the State Power Bureau issued the opinions on deepening the construction of pilot electric power spot market, which continued to cause hot discussion. Gansu is one of the first provinces for State Grid Corporation of China to carry out the trial operation of electric power spot market. It has been more than half a year since the trial operation was launched on December 27 last year. How is Gansu Electric Power spot market running? What kind of confusion does the main body of the shopping mall have? Does the spot market play a role in promoting new power consumption and price signal discovery? With doubts, in late August, the reporter visited State Grid Gansu Electric Power Dispatching Center, Gansu Electric Power Trading Center and some participants in the spot market, sorting out what he saw, heard and thought into the investigation series of Gansu Electric Power spot market.
"We all hope to imitate the trial run for a longer time and enter the trial settlement later." If I didn't hear the person in charge of a wind power enterprise in Gansu, I can't believe it.
Why do wind power companies hesitate about the "new power consumption oriented" spot market? Or even expose "fear"?
Wind power's old man, thermal power's life is not easy. Since the second half of this year, Gansu thermal power company broke out the news of bankruptcy and transfer again and again, and the surviving thermal power companies have placed their survival expectations on the spot market of electric power.
In the spot market of electric power, the two sides of the relationship between thermal power and wind power are more prominent: competitors and close partners.
Wind and fire, they are confused and trying to break through.
"All electric quantity shall be quoted and collected for optimization and clearing". At present, Gansu Electric Power spot market is a unilateral market. As long as the power generation enterprises participate in the quotation, both wind power enterprises and thermal power enterprises want to generate more power. However, the plate of spot market is limited, and the clearing rule is the lowest cost of purchasing electricity online.
How can we maximize the interests of the enterprise if we want to fight "shipment" and "price"? Wind and fire are really confused and concerned.
With wind power as the representative of new power generation enterprises, the biggest confusion is still in the "mall".
"Although the spot market can quote twice, there is still danger, and the burden of loss of error power is too heavy." The concern of the head of the Department of shopping malls of a wind power enterprise in Gansu Province is not an example. The person in charge of planning office of Gansu Electric Power Dispatching Center has a deep understanding: "the uncertainty of new power and shopping malls overlaps the insecurity of new power enterprises. At first, there were not many new power enterprises that participated in the quotation of spot market, but later gradually increased to more than 90%, but still a few new power enterprises did not participate in the market. "
Now, Gansu Electric Power spot market has introduced the "1 + 7" rules including overall construction scheme, handling, trading, settlement, information publishing, etc. The rules are relatively complete, but there is no talent who can understand the rules. The new power enterprise is embarrassed: "no talent who knows the shopping mall and the power grid is willing to come to the big Gobi desert, and the price of each station is still quoted by the transportation inspection personnel." "In the past, there was a shortage of personnel due to the integration of transportation and inspection, but now we have to offer a price, which is a little difficult to adapt to. Even for the repeated training arranged by State Grid, several stations have to send people to take turns, none of them really understand it from the beginning to the end. "
302 don't know other competitors in the mall
"They don't even know how to compete with their own stations. How can they offer an advantageous price?" The head of Gansu Electric power trading center points out that everything is right. But the dilemma is that the accuracy of short-term prediction of new power stations is not high, and there is no time to consider the situation of other stations. The head of a wind power company in Gansu admitted the reality: "we pay attention to how to improve our guess rate first, and our mind is not on other wind farms." Another person in charge of the Department of wind power enterprise shopping malls also said: "I really can't care. Now we have eight separate quotation stations, one enterprise has competition, let alone attach importance to other enterprises. "
The specific "symptom" of the three problems is that the new power generation enterprises have difficulties in bidding, or have not yet formed an independent bidding strategy.
Thermal power enterprises have rich experience in shopping malls. "I have been in shopping malls for years, and I understand the rules of shopping malls very well." The head of the Development Department of a thermal power enterprise in Gansu Province is very proud. Doesn't self-esteem mean that there is no confusion, such as being able to survive in a shopping mall rule that guarantees new power consumption? This represents the anxiety in the heart of Gansu thermal power enterprises.
The characters played by thermal power are more in the auxiliary service malls complementary to the spot malls. The new power enrichment area requires high flexibility of thermal power units. In a word, when the new power is in full swing, the fire motor group is pressed down, and when the new power output is tight, the thermal power unit is opened and increased. The power grid frequency and voltage problems formed after the new power is connected to the grid also need thermal power to "recover".
The person in charge of a thermal power enterprise in Gansu Province said that at the moment of power transformation, thermal power enterprises support the development of new power, but "at present, the auxiliary service fee for peak load regulation and frequency modulation is not enough to cover the cost, there is no paid service mechanism for voltage regulation, and there is still a provincial barrier for sharing dispatching. Like the power grid, our power generation enterprises bear a lot of social responsibilities, but they have to live. "
In addition, wind and fire do not understand the power grid, especially the safety.
New power enterprises will ask: "why do we clearly offer low prices, but electricity can not be sent out?" Thermal power enterprises will also question the utilization rate of power grid equipment, and even think that power grid enterprises take safety seriously. "Is it under the banner of safety?" These puzzles seem to be intricate at the moment when the electricity market is perfect, but they are not unexpected.
The key is how to break through.
Break through
In May of this year, Guangdong electric power spot market started the trial settlement first step; in June, the first batch of 8 pilot electric power spot markets in China all imitated the trial operation; in August, the State Power Bureau issued the opinions on deepening the construction of the pilot electric power spot market; in September, the first Shanxi electric power spot market in the State Grid started the trial settlement operation began to settle on a daily basis. The construction of the whole electric spot market is in order.
There will be many problems in the growth period of new things, but they often contain great opportunities. There is no point in complaining. No matter thermal power or new power generation enterprises, the key is to change their mentality and take the initiative.
Thermal power companies are already moving.
1. More market-oriented audit mechanism
From paying attention to the hours of power generation to the profit of practice. In the past, in order to compete for "power generation hours", some thermal power plants did not hesitate to quote lower than the cost price. The more pressure, the lower, the vicious circle. "The key is still the mechanism. The direction of audit is irrational. " The person in charge of the Development Department of a thermal power enterprise in Gansu Province said that they had realized such a problem for a long time. Now in the audit weighting, profit is the most important, which is also the fairest for the thermal power enterprises undertaking many auxiliary services.
However, some thermal power enterprises are still struggling with power generation hours and profits due to the audit guidance of the upper level companies. "There are several quotations that reflect this problem. This kind of old thinking is very serious, which is harmful to the construction of electric spot market." Gansu Electric Power Dispatching Center planning department director is very unable.
2 exploration of new affairs, active participation in induction power service
Relevant people said frankly that in the past, the input-output of thermal power was relatively low, and there was room for excavation, especially for human resources, skills and management elements, with high quality and rich. For a long time, thermal power enterprises are located in the "production end" and have little contact with the user side. The spot market of electric power has brought more opportunities for direct dialogue between thermal power enterprises and users, as well as new opportunities, which are mainly reflected in the induction of power services. Now, some thermal power enterprises continue to set up induction power service companies to test new water affairs. "On the whole, it is our biggest advantage and the most flexible factor to let the human factors flow." Gansu a thermal power enterprise development director told reporters.
New power generation enterprises, as the "new upstarts" of power supply, also need to coordinate themselves with Germany.
1. Do a good job in the accuracy of short-term prediction of new power
In the spot market of Gansu Electric Power, although new power enterprises can make "second quotation", the advantage gained by rules is not their own advantage. The person in charge of the market department of Gansu No.1 wind power enterprise is alert to this advantage: "all our work revolves around the accuracy of progress, now we should first work from three aspects. First, pay close attention to the weather forecast at home and abroad; second, communicate with the manufacturer in time to optimize the data model; third, investigate and understand which service company has a high guessing accuracy and select multiple companies
