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Zhang Zhonghua, an analyst with Dongfang Securities’ power industry, said that in the past, coal-fired electricity linkage and the increase in sales price were announced at the same time. They did not expect this to happen suddenly, and only announced the news that the sales price was increased. He believes that the adjustment of the sales price means that the on-grid tariff adjustment will also be announced in the near future. Judging from the adjustment rate, this sales price increase is similar to the second coal-fired linkage, but considering that since the second coal-fired linkage, the cumulative increase in coal prices has reached about 40%, so the third coal-fired power Linked on-grid tariffs are expected to increase by more than 5%. The spokesperson of the China Radio Union, Wang Yongqian, also believes that the third coal linkage will be introduced soon.
According to informed sources, since the NDRC announced on June 19 that the nationwide sales price has increased by 2.5 cents per kilowatt-hour on average since July 1, the relevant departments are currently carrying out cost estimation and assigning an increase of 2.5 points to the grid company. And power generation companies head on. Analysts said that considering that the cumulative increase in coal prices since the second coal-fired linkage has reached about 40%, the third coal-fired grid-connected on-grid tariff is expected to be raised at the end of this month, and the adjustment rate may exceed 5%.