What is the treatment of Wuhan Katie Electric Power Co., Ltd. in the direction of soil and water conservation?

Chen Yilong, chairman of Katie Power Company, called the biomass power generation project planned by the company "the development model of circular economy industrial park", saying that it basically chose economic development zones or industrial parks with sufficient supply of agricultural wastes. On the one hand, the fuel supply is guaranteed; On the other hand, power generation projects can be supplied to other enterprises in the park in the form of heat, electricity and cold. Compared with the single power supply mode of similar projects in China, the comprehensive energy utilization efficiency is 8-9 percentage points higher. It is also said that the company is currently building the world's first large-scale commercial biomass gasification and liquefaction device with straw and charcoal as raw materials, and it is expected to be put into commercial operation at 20 10.

In addition, ying chen, the director of Katie Power, also told the reporter of Energy magazine that the seven projects invested by the raised funds and the 102 project that Katie Holdings promised to allocate to Katie Power are all biomass power plants with straw and rice husk as the main fuels. Also known as breaking through the fuel bottleneck, the company tried to integrate the development with the energy forest base as the center, and proposed that the energy forest base, biomass thermal power plant, biomass gas plant, organic fertilizer plant and organic agriculture and forestry base form a complete circular economy. Although such projects have just started to operate, they have not yet generated profits. But she is full of confidence in the future contribution of this new main business to the company's profits.

Tony chen, an analyst at Great Wall Securities, seems to have more confidence in Katie Power, and even summed up the development model of Katie Power's "low-carbon circular economy+innovative business model+high-tech barriers".

Tony chen believes that Katie Power explored an effective business model of biomass power generation in line with China's national conditions in 2004. Compared with the traditional pilot biomass power plant project, Katie biomass power generation has stronger profitability, because the company has strong technical barriers and adopts the world-leading "high-pressure and ultra-high-pressure circulating fluidized bed boiler combustion technology" with independent intellectual property rights, and there are only three enterprises in the world that use this technology to reach ultra-high pressure level, so Katie Power is a well-deserved leader in biomass power generation in China.

However, the reporter of Energy magazine had an in-depth understanding of this and consulted many experts in the new energy industry, only to find that this is not the case.

The truth of the new main business

Li Lizhong, deputy director of the Institute of New Energy Technology of Tsinghua University Nuclear Research Institute, told the reporter of Energy that there is no patented technology threshold in the field of biomass power generation at present, and it is difficult for him to agree with the so-called "high-pressure and ultra-high-pressure circulating fluidized bed boiler combustion technology" with independent intellectual property rights and that only three enterprises in the world have reached the ultra-high pressure level. At the same time, he believes that the practice of companies in the new energy field constantly speculating on concepts is also debatable.

The most serious doubts come from peers. A veteran who has been engaged in biomass power generation for many years pointed out to the reporter of Energy magazine that the main biomass power generation methods at present are: garbage power generation, straw power generation and sludge power generation, among which garbage power generation and straw power generation technologies are relatively mature, and garbage power generation is the most mature technology and has the ability to achieve profitability.

Even so, there are only about 200 garbage power plants in China (including garbage-derived power generation, that is, biogas is generated first and then used for power generation), and there will be fewer straw power plants. There is no basis for a one-time allocation of more than 65,438+000 like Katie Holdings.

In fact, all biomass power plants are unprofitable, and they have not yet developed an effective and sustainable business model. It's really hard to imagine if Katie Power only relies on biomass power generation as its main business to support the whole company.

The above-mentioned person close to Katie Holdings revealed that all straw power plants have the problem of rising prices of straw raw materials. Because straw is in the hands of farmers and private individuals, it is usually discarded or disposed of when no one buys it. However, when manufacturers began to concentrate on purchasing from farmers, farmers' associations immediately realized the value of these primitive agricultural wastes, so there was a collective price increase, which made the price of raw materials in the upstream of power plants uncontrollable, which Katie Power never thought of.

Therefore, the final straw price of its biomass power plant will reach 300 yuan per ton to 400 yuan, which is totally unprofitable for the power plant. Because as long as the purchase price per catty of straw exceeds that of 200 yuan, the power plant will lose money. Although the state will subsidize the on-grid electricity price of power generation, this subsidy is far from making up for the losses caused by fuel costs. Therefore, even the garbage power generation with the most mature technology and business model at present will lead to losses when the price of fuel garbage exceeds RMB 0/00 per ton/kloc.

When Katie Power put forward the "integrated" mode centered on the energy forest base, the above-mentioned senior insiders believed that this method could not only reduce the project cost, but would greatly increase the cost. Moreover, it will not only increase in the short term, but in the long run, it is almost difficult to obtain benefits.

In this "integrated" model, obtaining energy forest base through forest land circulation is the core, but land expropriation is the primary problem, and the company needs to pay expensive land fees for it, but this is only the beginning. In order to afforest, in addition to solving the land problem first, we have to bear a series of expenses, such as seedling planting fee, fertilization fee, felling fee during use, daily maintenance labor fee, etc., and each expenditure is indispensable. In this way, you don't need strict cost calculation to know that it is a loss.

Katie Power announced in the announcement that large state-owned energy companies such as Guoneng and Zhongneng have made profits in the field of biomass power generation and are also developing with reference to the same model. In this regard, a senior expert of China Power Investment Corporation, who did not want to be named, said meaningfully: "This kind of publicity is also good in the field of new energy, but as you know, everyone does not like strict cost calculation ..."

Former senior employees analyze the reasons for Wuhan Katie's recent "big move"

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Dear colleagues,

I am an old employee of Katie, and I have left Katie. I want to express my personal views on what my colleagues described.

1, Katie's current practice is forced by the market. Katie has encountered some difficulties in her current action. At present, only the annual profit of Katie Blu-ray Power Plant is about 10 million, and the depreciation expense of fixed assets is about 30 million (this figure may be too large), which can be used as the income of Katie's cash flow. It's good that environmental protection, Donghu Gaoxin and Yima Power Plant can protect themselves. Yanghe Coal Industry has a profit at present, but the boss promised not to pay dividends for five years (there are still two years, and there is always Tang, so it will definitely not pay dividends. Engineering, operation, biomass power plant, Katie Power, Research Institute, Zhongying Changjiang, Holding and other companies are all companies that spend money and have no income; Without money, it is difficult to maintain a large amount of funds.

2. Katie's environmental desulfurization has been booming for some time, and all the money earned has been invested in biomass power plants and forestry. There is no money at present.

Based on the above situation, Katie's management is very anxious and it is difficult to get loans from foreign banks. Only by tapping the potential internally, of course, it may be very effective to reduce the cost of human resources internally, but it will cost nearly 6.5438+million yuan, so we are unwilling to do so. Therefore, we have to wait for the internship training of students in biomass power plants, and formal employees will be fired if they don't go to work for two days. I really want it. I hope you can understand.

At present, the biomass power plant industry has encountered unprecedented difficulties, and the fuel is difficult to collect and the price is too high. Because Katie promised foreign funds that the fuel price was 160 yuan/ton, which was later changed to 200 yuan/ton, but the fact is that 300 yuan/ton is also difficult to receive, and the quantity is restricted by many factors. On this issue, many of Katie's leaders have misconceptions that a county's fuel can support a power plant, but in fact. It is also a big mistake to think that the energy forest base can solve the fuel problem. The energy planting cost is about 600 yuan per mu, which can be operated for 5 years and can receive 2 tons. The land acquisition cost is per mu of 30 yuan, and the maintenance cost is per mu 100 yuan. The cost of energy forest before cutting is 125 yuan/ton. The mining and transportation cost is in 200 yuan/ton, and the lowest is 350 yuan/ton, which can't meet the 200 yuan/ton required by the fund. Therefore, if biomass power plants do not take the market-oriented road promoted by the state, it is difficult to achieve the purpose of making money.

The boiler of biomass power plant designed by Katie is based on rice husk. Judging from Kaisheng and Suqian (only these two companies are debugging or generating electricity at present), the boiler burns sawdust instead of rice husk, which completely deviates from the actual will at that time. Rice husk and sawdust are not waste, and their prices are high.

6. Katie said that industrial workers are typical ignorant policies and cannot be implemented, which runs counter to the idea of fuel industrialization advocated by the state; It is also difficult to continue implementation.

7. At present, the fuel personnel who Katie recruited and spent a lot of manpower and financial resources have basically left Katie, and the remaining few people can't talk about the fuel problem. The oil collection mode is inconclusive, the oil purchase system has been destroyed and the new system has not been established. It is a vacuum period at present.

8. As the saying goes, the arm can't beat the thigh. I advise you not to say it's useless. An iron rice bowl doesn't necessarily have food in a unit, but it has food everywhere you go all your life. There can be no good development here. Mixing people in another place is different. Dear brothers and sisters, I believe in your's ability. God never shuts one door but he opens another. Let's take a step back.

9. It is boring to talk too much about what Katie did wrong. Let's start over. There is something wrong with Katie, but the government will let him die, and will the bank let him dump him? No, but Katie made a comeback that year. I don't know. Maybe next year, maybe 10, maybe 1000. Everyone is willing to gamble with Katie, but Katie doesn't want to run with you until tomorrow. Why do you insist on playing?

Just say how much, I hope colleagues will think more.