"don't raise the electricity."
On 13 may, the electricity plate continued to grow. By the time of closing, the energy sources of gansu (000791. Sz), xichang (600505. Sh) had gone up and shut down, and the impact of star power (600101. Sh), loshan electricity (600644. Sh) had stopped, and the shares (000899. Sz), silver electricity (600744. Sh) had gone up。
In recent days, news of an increase in the cost of electricity for the population has spread on social platforms, and it is alleged that the cost of electricity for the population will increase as of 1 june, while the price of the valley peaks will be cancelled and the component segments converted. According to the information received, at that time the cost of electricity to the population would be valued at 5. 08 kwh at 8-12 hours, 0. 68 kwh at 12-17 hours, 1. 08 kwh at 17-21 hours, adjusted to 0. 68 kwh at 2100 hours and to 0. 31 kwh at 0-8 hours the following day。
In this regard, on the afternoon of 13 may, the first financial reporter called the national networking hotline 95598, which responded that “the relevant policy documents issued by the price authorities have not been received for the time being, nor have the electricity companies been notified of the relevant price adjustment”. It was stressed that, prior to the adjustment of the price of electricity, the electricity company would generally publicize it to society ahead of official channels of the national grid, which should prevail。
A number of netizens have commented that “the electricity bill should not increase” and that “can we spare our workers”? And someone said, "you're forcing me to stay up late."
Media access to social platforms has revealed that there are also news of “inhabitants' electricity bills going up, and canopy prices being cancelled and component prices being changed” in hubei and shanghai。
In response, the media also enquired about the price of electricity in the two locations by the above-mentioned client. According to the other party, the most recent price adjustment for electricity for the population in the area of hubei has been implemented since early 2021. The price of electricity is divided into three steps according to the cumulative annual consumption of electricity by the population, with the first tranche at 0-2160 kilowatt hours at 0. 558 yuan/degree, the second tranche at 2161-4800 kilowatt hours at 0. 608 yuan/kwh and the third tranche at 0. 858 yuan/kw at more than 4801 kilowatt-hour/year。
He explained that shanghai continued to implement the catalogued electricity prices issued since 2012 at the peak valley rate. The peak time period is between 6 and 22:00, and the valley time period is between 2200 and 600 hours the following day. The price of electricity in the first to third tranches of the peak period was 0. 617, 0. 677 and 0. 977 respectively per kilowatt hour, while in the valley period it was 0. 307, 0. 337 and 0. 487 respectively。
The above-mentioned regional electricity prices are completely different from those transmitted through the local grid。
In addition, in guangdong, according to the “tassi release”, the office of the leading group for the promotion of the resolution of historical legacy issues in the near east region, such as preferential access to electricity and the trans-tang lake power supply, published a circular on 11 may, stating that, in recent days, a video had been posted on the internet reflecting the problem of “the villagers' claim that electricity costs could not be increased from 3 gross to 6 gross” and that the district immediately organized an investigation。
Following a preliminary investigation, the user indicated that the village of poi had been an unsophisticated area of electricity supply, which had been characterized by security concerns, poor quality of electricity supply and disorderly order. In order to better serve the rural rehabilitation efforts and improve the reliability of the electricity supply, the county governments have placed a high priority on organizing the district development authority, the hatake streets and the tasei power authority to make every effort to reform the electricity supply system, retrofit the grid and obtain a copy of it from the electricity sector。
According to the deutsche bond, since 2023, the provinces and cities of anhui and zhejiang have been issuing policy circulars to optimize the time differentials of peak valleys. However, the circular concerned only business and industry users and had not yet covered the population side。
It has also been reported that in its research, zhelican securities state that:
First, the increase in the prices of utilities and high iron tickets is at an early stage, and as the country's economy enters a new development model, it is likely that utilities will follow a gradual shift towards marketization and that prices will continue to rise
Second, dividends, represented by utilities, may lead to systematic valuation increases, and consumption may be affected by relatively small price increases due to the low overall price elasticity of the industry, and price escalation logic may be a new support beyond “high dividends” for dividend assets
Third, market inflation expectations may continue to be low on the basis of inertia, but when the current cycle of price increases begins, inflation is expected or will rise, and interest rates will narrow down in the image of space。
