Chapter 666: Allies with Cards

Qi Zheng did not dare to assert whether the coincidences in the world had been planned for a long time, but he was very sure that the current meeting with Chen Yonggui was no coincidence.

Chen Yonggui is the leader of Guodian, at this moment, this place, to say that he is here to go around casually and deceive ghosts.

"It's a bit of a coincidence, then Mr. Chen, you continue to turn, and I'll take a look on the other side. Qi Zheng smiled and planned to take a turn.

"I finally ran into it, what's the hurry. Chen Yonggui moved his steps quietly, just blocking the position.

Qi Zheng said helplessly and funny: "Mr. Chen, didn't you say that you would go around and take a lesson by the way? If you come to ask about the provincial energy forest plan, don't be afraid to tell you the truth, I just heard that I can't give you what you want. ”

"It's true that I'm concerned about the energy forest plan in Jin Province, but it's not what I want to ask now. Chen Yonggui laughed twice.

Qi Zheng's eyelids jumped and asked, "What is your idea?"

Chen Yonggui laughed twice and said, "Look at what you said, I just heard that the cost of electricity for straw gasification power generation in Jiagu has dropped to about 0.3 yuan, isn't this looking for you to confirm?"

Qi Zheng rolled his eyelids and nodded: "Mr. Chen's ears and eyes are very well-informed. ”

Although he had already been mentally prepared, Chen Yonggui was still overjoyed when he heard Qi Zheng's confirmation.

In fact, the cost of electricity of about 0.3 yuan is already lower than the benchmark electricity price of most provinces.

The domestic electricity price system is roughly as follows: sales price = feed-in tariff + transmission and distribution price + others. The so-called benchmark electricity price is the unified feed-in tariff level for coal-fired units in various places. The comparison between a power plant's LCOE and the benchmark price is a key indicator of a power plant's revenue.

It is not surprising that Chen Yonggui knows the LCOE of Jiagu's straw gasification power generation, because Guodian Group is the technology development partner of Jiagu's straw gasification power generation.

He took a deep breath, pulled Qi Zheng aside, and said in a low voice: "You give me the bottom, how much money has been invested in Jiagu's straw energy system?"

Qi Zheng glanced at him and played with taste: "Why did you suddenly remember to ask this?"

Chen Yonggui has a close relationship with Wang Yuye, the great housekeeper of Jiagu, and he is also very familiar with Qi Zheng, so he said without concealment: "You are putting satellites one after another, you should satisfy my curiosity." ”

Qi Zheng laughed and said, "It's hard to say the question you asked." After all, our straw energy system is not a project, but also includes a livestock and poultry waste co-treatment system and an organic fertilizer production system.

"Don't give me sloppy eyes, give me a number. Chen Yonggui rudely interrupted Qi Zheng, glared at him and asked: "You just say, how much Jiagu has invested in the co-treatment of straw and livestock and poultry manure to make biogas from 05 years to the present, right?"

Seeing this, Qi Zheng estimated for a while before giving an approximate figure: "Not counting labor, more than 14 billion yuan." ”

How to use straw biomass has always been the subject of Jiagu's research.

There is no generational gap in the technology of straw energy, and different technologies have their own advantages and disadvantages, and the key lies in the organizational model.

Let's take the simplest example – the problem of straw raw material collection.

Straw collection seasonality is strong, the purchase cycle is short, and a lot of manpower, material resources and storage sites are required, otherwise it is difficult to collect enough raw materials; You help farmers recycle straw that is considered waste, but once it becomes a commodity, instead of thanking you, he keeps raising the price with you.

The agricultural production cooperatives of the Rao Jiagu system are all over the country's major grain-producing areas, and in order to establish a sound straw collection, storage and transportation system, they are also tossed lightly.

In particular, the straw is loose and has a low density, and if it is transported over long distances, the amount of oil consumed may be higher than the value of the straw. In the past ten years, Jiagu has continuously adjusted the layout of straw collection and storage outlets and straw energy chemical plants according to the investigation and actual operation.

Unfortunately, due to the lack of a green-development-oriented agricultural subsidy policy in China, there is a lack of support measures for the production and use of bio-natural gas, organic fertilizer and other products. In other words, no matter how much Jiagu tosses in the collection, storage and transportation of straw and the application of terminal products, it basically relies on its own investment, and a loss is a loss.

More than 14 billion, even in the eyes of Guodian Group, is not a small amount - Guodian's annual investment in new power supply projects, although more than four or five billion. But that is both bank financing and government financial support. Moreover, the thermal power projects in which Guodian invests are all very mature projects. In terms of biomass energy projects that need to be explored by itself, Guodian's investment is not even a fraction of that of thermal power projects.

This is also a common practice in the industry, except for those who are brave enough to be in power.

Chen Yonggui was really frightened, opened his mouth as if choking, and said: "More than 14 billion?

"Naturally, we will increase investment only when we have results. Moreover, it is also a secondary line based on the construction of a circular agriculture industry chain by our group. ”

"That's kind of ...... It's scary. Chen Yonggui had to admit that Guodian couldn't come up with the money.

It's not that there is no money, but in the face of new things, if there is no long-term subsidy from the state, it is difficult for Guodian to invest more than one billion yuan every year to support the maturity of a new industry.

Moreover, don't look at the fact that Qi Zheng has only invested more than 14 billion yuan, it is because Jiagu itself has the basic advantages of the agricultural industry chain - Jiagu's cooperatives and cooperative farmers are natural assistants for straw recycling, and Jiagu's large-scale pig farms and 10,000-cow pastures throughout the country provide continuous and sufficient raw material supplements for biomass energy processing plants......

In other words, if any other company wants to build a straw energy system of the same scale as Jiagu, it needs to more than double the investment, let alone the time it takes to start from scratch.

After thinking about it for a while, Chen Yonggui gave up the idea of learning Jiagu.

In other words, even if Guodian wants to learn Jiagu, it can't catch up.

Now more and more people are willing to bundle and transport straw to Jiagu, and in contrast, the straw recycling cost of other power plants is getting higher and higher, and even not enough straw resources can be collected at all - the power industry is a high fixed cost industry, and only the operating rate of the unit can produce economic benefits if the operating rate is insufficient, and it will suffer serious losses.

However, although I can't play torrent, isn't this a way to borrow a chicken to lay eggs?

Chen Yonggui looked at Qi Zheng with blazing eyes and said: "If we Guodian want to participate in Jiagu's straw energy system, will you feel presumptuous?"

Qi Zheng was stunned for a moment, but he thought about it.

In fact, when Chen Yonggui turned the topic to the straw energy system, Qi Zheng had such a conjecture.

It's not hard to predict.

Energy groups such as Guodian, Huaneng and Datang that attach more importance to biomass power generation have fallen into losses in recent years, and have even been forced to "sell" their biomass power generation assets.

In stark contrast, Jiagu's straw energy system layout is becoming more and more reasonable, and the cost is getting lower and lower. Finally, after the cost of electricity dropped to about 0.3 yuan, it became the last straw that crushed competitors.

The cost of 0.3 yuan of electricity is compared with the 0.75 yuan/kWh feed-in tariff for biomass energy stipulated by the state, which means that even if it is free from state subsidies, it is completely economically viable.

But being economically viable doesn't mean that Jiagu can kill all sides.

Because electricity is a special commodity, not only is the price highly controlled by the state, but all kinds of power generation plans must also be led by the state. To put it bluntly, if the electricity generated by the gasification of Jiagu's agricultural and animal husbandry waste is to be connected to the power grid, it must have a good relationship with the state-owned power company.

In contrast, Guodian, which has a good relationship with Jiagu's senior management, is a good partner to work with.

"In principle, I agree to Guodian's participation, and for specific cooperation, you send someone to talk to Lao Wang. Qi Zheng thought about it again and again, and it was as he wanted after all.

Chen Yonggui got Qi Zheng's permission and grinned.

Although he has a good personal relationship with Qi Zheng and Wang Yuye, business is business, and Jiagu really doesn't have to cooperate with Guodian. And with Jiagu Group's current thick body, even if it is a top central enterprise, it is not easy to be bullied. If Qi Zheng refused, he really had no choice.

In any case, the main goal of this trip has been achieved, and it is not in vain that he specially "blocked" the door.

Chen Yonggui, who was happy, reciprocated: "Does Jiagu's energy forest plan want to integrate forestry and oil? Or does it integrate forestry and electricity? In short, if there is anything that can help, you can say that we can fully cooperate with this project." ”

"That would be great. Qi Zheng shook Chen Yonggui's hand.

This is exactly what Qi Zheng needs.

Just listening to Ma Dingwen's brief analysis of the situation, Qi Zheng knew how many forces would be involved in the energy forest plan in Jin Province.

In the energy industry, Jiagu is still a weak recruit, and Qi Zheng needs more allies.

If he remembers correctly, in a few years, Guodian will merge and reorganize with Shenhua to form the National Energy Group, which will be the world's largest coal production company, the world's largest thermal power generation production company, the world's largest renewable energy power generation production company, and the world's largest coal-to-liquid, coal chemical company-Jiagu's super jatropha tree, one of the "super" points, precisely lies in "turning coal into oil".

Having such an ally in the energy world is still a good deal.

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