Ling Wen Interviewed by Lu Qixiu, Reporter of China Energy News
On March 7, at the conference room of the Beijing Conference Center Economic Group, a reporter from the China Energy News interviewed members of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), Ling Wen, general manager of the National Energy Investment Group.
The merger of Shenhua and Guodian has attracted much attention in the energy industry. The combined National Energy Investment Group combines the world’s largest coal producers, the largest thermal power generators, the largest renewable energy generators, and the largest coal-to-oil and coal chemical companies. Four out of eight panels of the Group ranks first in the world. Will such a "giant" lead to monopoly? What are the causes of the contradiction between coal and electricity?
In an interview of more than 30 minutes, Ling Wen answered the questions clearly, directly, with the industry's general direction and detailed data, and he was fully aware of the facts. He called for the coal to be 'innocuous', and bluntly stated that the greatest pressure after the merger was safety The most important thing to remember is how to gather more than 300,000 employees!
De-capacity still needs to be implemented firmly
China Energy News: At the beginning of the year, at the beginning of this year, the supply of power coal in some areas of China was tight. Some people think that this is due to the tight supply of coal due to capacity reduction. What do you think? How to balance capacity and supply?
Ling Wen: According to the data available to me, in 2017, the total national energy consumption was about 4.5 billion tons of standard coal, which represented an increase of nearly 3% year-on-year. Among them, coal accounted for roughly 60.4%, which was a year-on-year decline. From the output point of view, Last year, China's coal production was about 3.52 billion tons.
On the whole, coal is still 'producing more than sales' and is still in a state of overcapacity. Therefore, 'three go-downs and one supplement' should also be implemented firmly.
The problem of supply guarantees that occurred last winter is actually a certain period of time. There is a shortage of individual varieties in individual regions. For example, winter heating demand, demand in the northeast region, etc. Overall, there is no problem in the general direction. Decapacity is not output. , is to eliminate backward, polluting, insecure, inefficient production capacity, is to release advanced production capacity.
Now, the inventory of power plants has been warming up, generally around 20 days, and has returned to normal levels. When there are few power plant inventory, we have to keep the supply, but we can't simply think that coal is missing. On the whole, coal is not lacking. .
China Energy News: To what extent is it appropriate to remove production capacity? In the next few years, what kind of rhythm will China's energy group coal and electricity develop?
Ling Wen: From the national level, the proportion of primary energy such as coal, electricity, coal, etc. will be gradually reduced. However, China's “poor oil, less gas, relatively rich coal”, and the basic amount of coal is very large, in this case, can only Gradually reducing the proportion of coal consumption, can not immediately remove the current energy consumption ratio of 60.9% of the coal are removed.
On the one hand, it gradually cooperates with the country to reduce the proportion; on the other hand, the stock portion must be guaranteed to be advanced, efficient, environmentally friendly, clean, and safe. The future of coal utilization must go this way.
I personally think that in the future, the coal industry will not be dominated by expansion. The development will certainly not be an increase in volume. The future development of the national energy group must also be based on the pursuit of quality. We must guarantee the quality of our products domestically. International leader. Coal and electricity, coal, must pay more attention to the leading position in quality, technology and other aspects.
Do not blindly talk about 'go coalification'
China Energy News: In your future energy structure, where do you think coal should be?
Ling Wen: Coal is not a 'sunset industry'. The coal-based pattern of energy use in China will not change in the future for quite some time. Coal will remain the main energy source in the coming years.
We must do a good job of coal. We must not distract our attention from coal. The state's use of clean and efficient use of coal as one of the nine major projects in 2030 also reflects the central government’s high priority.
The proportion of coal consumption in the future will gradually decline, and it is hoped that it can be reduced to about 50% by 2035 and to about 40% by 2050. However, the use of coal must be cleaner and cleaner, so when the proportion of coal consumption is reduced to At 40%, the quality of coal use must be much better than it is now.
China Energy News: As you mentioned in the group's speech, coal has made contributions in history. China's coal emission standards are also the most stringent in the world. So why do people still think that coal and coal are 'dirty'?
Ling Wen: This issue requires all parties in society to work together. Coal is a social contributor. Coal provides 75% of all energy consumption in China since the founding of the People's Republic of China. The coal industry’s credit cannot be denied.
The problems of coal production, safety, and cleanliness have all been solved. At this time, the coal should be 'innocuous' and not blindly 'to coalification'. Any problems in the coal industry will certainly be resolved in a down-to-earth manner. We hope that all sectors of society can treat it fairly. The coal industry has done well in the past, but it is now guilty. I must say this sentence.
China Energy News: You are one of the nine major projects proposed by the National Thirteenth Five-Year National Science and Technology Innovation Plan. The chief responsible person for the clean and efficient use of coal is currently progressing.
Ling Wen: It is now in the final stage of demonstration of the implementation plan. The demonstration must be approved by the relevant department at the higher level before it can be implemented. The entire project will last for about 15 years.
There is no special contradiction between coal and electricity
China Energy News: According to the government's work report, what are the problems associated with the coal-fired units that are below 300,000 kilowatts of coal units that are not up to standard? How about the coal-fired units such as the National Energy Group?
Ling Wen: Some of the 300,000-kilowatt units of the National Energy Group are relatively backward, but they are also relatively advanced. For example, some 300,000-kilowatt circulating fluidized bed units of the group can achieve supercritical and ultra-low emissions.
Some small units have a history of 20 to 30 years. They have high emissions, low efficiency, and high coal consumption. This kind of situation must be resolutely eliminated.
The solutions for these lagging units can be 'grown up and down,' or they can be retrofitted to meet the relevant standards. Because many current 300,000 kilowatts and below units are responsible for heating, the people’s livelihood protection cannot be easily shut down, and some members also proposed Use nuclear power reactors to replace this part of the unit.
The backward transformation of the unit, the elimination of energy is the transformation and upgrading of China's energy, from the pursuit of the development of speed to the pursuit of the development of quality, an important aspect of the National Energy Group will resolutely implement.
China Energy News: At the beginning of this year, the National Energy Group and key power companies signed a coal-fired three-year long contract. What is the contract based on? What is the volume of the contract?
Ling Wen: I think the three-year coal coal association agreement is a major trend and a general direction. Many people in the coal industry have called for this for many years, including me.
In 2017, there were pressures to supply coal in certain areas. This factor also contributed to the first signing of a three-year long contract for this year. In the future, we will unwaveringly move toward marketization, contractualization, and contractual development.
At present, the total amount of contracts for the three-year long association is not very large, but this year has made a good start. This is very important. I believe that the quantity will increase year by year.
China Energy News: We learned that after the signing of this year's coal coal coal association contract, the volume of local power generation companies has increased, and the share of power generation central enterprises has decreased.
Ling Wen: No matter if it is a central state-owned enterprise, or a local power generation company, the enterprises are equal. The total amount of annual contracts of the National Energy Group in 2018 has increased from last year, and the supply has increased.
Indeed, this year we have changed the distribution of contracts with various companies. Because there are so many productions, all enterprises have equal rights to sign contracts. Without the remaining coal resources, it is naturally impossible to sign new contracts. Local power companies this year The change of long-term co-shares with power-generation central enterprises is entirely market behavior.
With the increase in the total supply, even if the national energy group gave power to the original Guodian Group's power plants, the amount of contracts given is the same as that of the other four major power sources. From this point of view, it can be seen that the National Energy Group is observing the rules. , To talk about the overall situation, there is no bias within the group.
China Energy News: When it comes to the contradiction between coal and electricity, what do you think are the difficulties, where are the difficulties, and what should be done? What are the suggestions?
Ling Wen: I do not think that there is a special contradiction between coal and electricity. I do not agree to intensify it into a contradiction between coal and electricity. We have had very good cooperation for so many years. Including coal-fired power generation, coal and iron ore, steel And other downstream industries are all related to upstream and downstream industry chains.
The sign is that in recent years, in the past, power cuts have been constantly switched off, and now safe and stable energy supplies have been provided. People do not have to worry about not using electricity, and the problem of energy supply is solved very well.
It is unfair to say that the merger creates a new monopoly
China Energy News: Some people say that the merger of Guodian and Shenhua will create a new monopoly. What do you think?
Ling Wen: Our country’s coal industry is the world’s largest and accounts for half of global production, but the national energy group only accounts for 15% after the merger.
Not only are we not monopolies, but we have not enough concentration, like the size of the national energy group. In fact, this ratio needs to be higher and it is safer.
Monopoly is relying on its position in the industry to control prices, standards, etc. to gain unfair and unfair rights. The power plants owned by the National Energy Group are treated in the same way as the other four powers, saying that our monopoly is very unfair.
China Energy News: The merger of Guodian and Shenhua is very much concerned. The National Energy Group has four 'world's most', where is your pressure as the general manager, and what are your future development plans?
Ling Wen: There must be pressure, and the biggest is safety pressure. At the same time, after the merger, it is necessary to bring the vitality of the employees together and quickly unify the hearts of more than 300,000 employees.
The next development plan is currently under study and it is not yet revealed.
China Energy News: How is the Shenhua Ning coal-to-coal oil project now operating?
Ling Wen: very good.
Lines A and B have been continuously safe, stable, and have been operating at full capacity for two months, 'an', 'stable', 'long', and 'full'. These four words have already been done. The fifth word is 'excellent'. Our goal this year is to do a good job with the word 'you', and the word 'excellent' will strive to give you a good answer by the end of this year.
Next, we must solve two problems: One is to achieve the optimal discharge of emissions, and the other is to be very effective.
General Secretary Xi Jinping was very concerned about the coal-to-liquid project. On July 19th, 2016, he went to the site to inspect in person. On December 28, 2016, at the end of December 2017, he also made important instructions. We must implement it.
China Energy News: The National Energy Group took the lead in forming the hydrogen industry alliance. What projects will be launched next?
Ling Wen: For us, what is important is not to launch any projects, but to build a platform to solve the relevant standards, layouts, and a series of technical problems that need to be jointly tackled in China's hydrogen energy industry. Integration includes hydrogen production, hydrogen storage, hydrogen transportation, and distribution. , As well as battery stack components, materials, entire vehicles, electric motors, etc., the entire industry chain, and joint research, in the world hydrogen industry to achieve curve overtaking, create a solution that belongs to China.