Open a small window alone and say a few words about thermal power. At present, the annual electricity consumption is about 8 trillion. Historically, if 5% of GDP is maintained, more than 7% of electricity consumption is usually required. If the electricity consumption is only 5%, it can usually be understood that the Bureau of Statistics has worked overtime, or there has been a major breakthrough in non-energy-consuming industries. For example, Internet games, online shopping and the like consume less electricity and are of high value. In the long run, it is predictable that China will maintain an annual growth rate of 300-400 billion in electricity consumption, that is, an annual growth rate of about 4.5%. In this platform, scenery accounts for more than 200 billion. With a little increase in thermal power and nuclear power, everyone can live a good life. If it is lower than this overall growth rate, then everyone will fall into the involution of new energy and coal power. Unless the price of coal drops sharply, the cost of thermal power is rigid, and there is no room for profit in the face of continued price cuts of new energy. Especially under the background of the new normal of the global economy, users will not accept the cost of thermal power through the power market. .
So in my last article, I actually put forward a very pessimistic forecast: the growth rate of China’s electricity consumption in 2023 will be positive. This almost means a loss for the entire industry. Make the biggest contribution to the economic restart. The loss of thermal power will not be improved by selling it to coal mines. The core of this is the response to the depletion of cheap coal resources and the increasingly poor affordability of users.
To sum up, it is unnecessary to stare at thermal power every day and ask whether thermal power is making money. The conclusions are all in the economic environment. The environment is better, and thermal power is making little profit. The environment is not good, and the electricity price of 0 is not good at all.
Links to Top 10 Predictions for 2023:
@Newcomer who is optimistic about the stock market
There are 86 discussions on this topic in Xueqiu, click to view.
Snowball is an investor social network where smart investors are all here.
Click to download Xueqiu mobile client http://xueqiu.com/xz ]]>
This article is transferred from: http://xueqiu.com/3881365268/239417257
This site is only for collection, and the copyright belongs to the original author.