On August 27, the National Development and Reform Commission issued a step-by-step electricity price policy for the electrolytic aluminum industry, encouraging electrolytic aluminum companies to increase the use of non-aqueous renewable energy such as wind power and photovoltaic power generation, and reduce fossil energy consumption. The non-aqueous renewable energy consumed by electrolytic aluminum enterprises accounts for more than 15% of the total electricity consumption, and is not less than the incentive value of the non-hydropower consumption responsibility weight of the province (autonomous region, municipality) in the previous year, each increase in the proportion 1 percentage point, the tiered price increase standard is correspondingly reduced by 1%.

The original policy is attached below:

In order to implement the decision and deployment of the Party Central Committee and the State Council, the National Development and Reform Commission recently issued the "Notice on Improving the Tiered Electricity Price Policy for the Electrolytic Aluminum Industry" (hereinafter referred to as the "Notice") to deploy localities to improve the stepped electricity price policy for the electrolytic aluminum industry and further improve the green Price mechanism, give full play to the leverage of electricity prices, promote the electrolytic aluminum industry to continuously improve energy efficiency, reduce carbon emission intensity, and serve the economic and social development of a green and low-carbon cycle.
The "Notice" requires that the electrolytic aluminum industry continue to implement a tiered electricity price policy, and the tiered electricity price is classified according to the comprehensive AC power consumption of electrolytic aluminum enterprises. The classification standard in 2022 is 13,650 kWh per ton; starting from 2023, The gearing standard is adjusted to 13,450 kWh per ton (excluding power consumption for desulfurization); from 2025, the grading standard is adjusted to 13,300 kWh per ton (excluding power consumption for desulfurization). For electrolytic aluminum enterprises whose comprehensive AC power consumption is not higher than the classification standard, the electricity consumption of liquid aluminum production will not increase; if it exceeds the classification standard, the electricity consumption of liquid aluminum production will increase the price for every kilowatt hour that exceeds 20 kWh. 0.01 yuan, if it is less than 20 kWh, it is calculated as 20 kWh.
The "Notice" proposes to encourage electrolytic aluminum enterprises to improve the utilization of non-aqueous renewable energy such as wind power, photovoltaic power generation, and reduce fossil energy consumption. The non-aqueous renewable energy consumed by electrolytic aluminum enterprises accounts for more than 15% of the total electricity consumption, and is not less than the incentive value of the non-hydropower consumption responsibility weight of the province (autonomous region, municipality) in the previous year, each increase in the proportion 1 percentage point, the tiered price increase standard is correspondingly reduced by 1%.
The "Notice" clarifies that in the first quarter of each year, the provincial energy-saving authority shall, in conjunction with relevant departments, organize special energy-saving supervision of electrolytic aluminum enterprises; the provincial development and reform department shall base on the results of energy-saving supervision and the consumption of non-aqueous renewable energy power. As for the completion status, the list of electrolytic aluminum companies requiring price increase and the price increase standard shall be determined in a timely manner, and announced to the public; power grid companies shall collect price increase electricity fees based on the list of enterprises and the total price increase electricity fee determined by the provincial development and reform department. The increase in electricity fee funds formed by the implementation of the tiered electricity price policy will be managed and used by the provincial development and reform department in accordance with relevant national policies, focusing on supporting the energy-saving transformation and transformation and upgrading of high-energy-consuming industries, and the construction of new power systems.
The "Notice" emphasizes that electrolytic aluminum companies that should implement step-by-step electricity price increases must pay the increased electricity fees in full and in time. If they do not pay as scheduled, they should pay the increased electricity fees at 1.5 times the original price increase standard. The enterprise energy-saving target responsibility assessment and assessment will be deducted accordingly. , Implement joint sanctions for dishonesty, not participate in electricity market transactions, and guarantee the minimum price for all electricity. For electrolytic aluminum enterprises with self-provided power plants, all localities must effectively strengthen the collection of tariff increases to ensure fair and just implementation of policies. It is strictly forbidden to implement preferential electricity prices for the electrolytic aluminum industry and organize special transactions in the electrolytic aluminum enterprise power market. Those that have been implemented and organized should be cancelled immediately. It is strictly forbidden to introduce preferential electricity price policies into the assessment and assessment of the responsibility of the provincial people's government for energy consumption dual control targets.
Relevant responsible comrades of the National Development and Reform Commission answered reporters’ questions on the "Notice on Improving the Tiered Electricity Price Policy for the Electrolytic Aluminum Industry"
A few days ago, the National Development and Reform Commission issued the "Notice on Improving the Tiered Electricity Price Policy for the Electrolytic Aluminum Industry", deploying localities to improve the stepped electricity price policy for the electrolytic aluminum industry, and promoting the electrolytic aluminum industry to continuously improve energy efficiency, reduce carbon emission intensity, and serve the economy and society. Carbon cycle development. Regarding the content of the "Notice," relevant responsible comrades of the National Development and Reform Commission answered reporters' questions.
Question: What is the tiered electricity price policy for the electrolytic aluminum industry, and why is it necessary to implement this policy?
Answer: Electrolytic aluminum is a high-energy-consuming industry and a key industry for carbon emissions. With the continuous deepening of electricity price reforms, in order to promote energy conservation and emission reduction in the electrolytic aluminum industry, the Commission has gradually established a differentiated electricity price policy for the electrolytic aluminum industry. Among them, the "Notice on the Implementation of a Tiered Electricity Price Policy for Electrolytic Aluminum Enterprises" (Fagai Price [2013] No. 2530), issued in 2013, clearly established a stepped electricity price policy for the electrolytic aluminum industry, based on the "Energy Consumption of Electrolytic Aluminum Enterprises Unit Product" The energy consumption limit limit value index proposed by "Limit" sets the stepped electricity price in three levels, increases the price for the electricity consumption of electrolytic aluminum enterprises with low energy efficiency, and also collects the stepped electricity price and the electricity fee, the management and use of the electricity fee fund, and standardizes the electrolysis. The power transaction behavior of aluminum enterprises put forward clear requirements.
my country is the world's largest producer of electrolytic aluminum. At present, the industry's annual electricity consumption exceeds 500 billion kwh, accounting for about 6.8% of the total electricity consumption of the whole society, and the electricity consumption is huge. The cost of electricity accounts for more than 40% of the production cost of electrolytic aluminum. The implementation of a tiered electricity price policy for the electrolytic aluminum industry is conducive to giving full play to the leverage of electricity prices, and economic means to promote the electrolytic aluminum industry to continuously improve its energy efficiency level, accelerate transformation and upgrade, and promote the economy Structural adjustment to serve green development.
Question: What is the implementation of the current step-by-step electricity price policy in the electrolytic aluminum industry, what role has it played, and what are the problems?
Answer: Since the implementation of the tiered electricity price policy, it has played an important role in promoting technological progress, transformation and upgrading, and improvement of energy efficiency in the electrolytic aluminum industry. Preliminary statistics show that in 2020, the average comprehensive AC power consumption of my country's electrolytic aluminum industry is 13,543 kWh per ton, which is about 500 kWh lower than in 2013, and is currently at the international advanced level.
At the same time, with the improvement of the industry development level and changes in the energy saving and emission reduction situation, the current step-by-step electricity price policy for the electrolytic aluminum industry also has some problems that need to be resolved during the implementation. For example, the current policy uses aluminum liquid electrolysis AC power consumption as the stepped electricity price division In practice, it is difficult to accurately verify standards. After many years of implementation, the standards are objectively low, which weakens the restraint on energy conservation and emission reduction of enterprises; the stepped electricity price increase method is not reasonable enough, which is not conducive to giving full play to the role of electricity price signal guidance; electricity fee collection and other policies The implementation of safeguard measures is not sound enough, and the system for the management and use of tariff increase funds is not perfect, etc., which weaken the effect of the implementation of the tiered tariff policy.
Question: What are the main improvements of the step-by-step electricity price policy for the electrolytic aluminum industry this time?
Answer: This time, the current step-by-step electricity price policy for the electrolytic aluminum industry has been improved mainly from seven aspects:
The first is to adjust the standard power consumption indicators for tiered electricity prices. Overall consideration of the energy consumption and statistical management of electrolytic aluminum enterprises, adjust the originally used aluminum liquid electrolysis AC power consumption index to the aluminum liquid comprehensive AC power consumption index, and further reflect the overall energy efficiency level of the enterprise, and the calculation method is clearer and easier to verify.
The second is to reasonably set the tiered electricity price grading standard. In 2022, the electrolytic aluminum industry's tiered electricity price classification standard is 13,650 kWh per ton of comprehensive AC power consumption of molten aluminum; from 2023, the classification standard is adjusted to 13,450 kWh per ton (excluding desulfurization power consumption); from 2025 From the beginning, the classification standard was adjusted to 13,300 kilowatt-hours per ton (excluding power consumption for desulfurization).
The third is to adopt a progressive increase method to determine the increase standard. The method of price increase is adjusted from graded price increase to progressive price increase. If the comprehensive AC power consumption of electrolytic aluminum enterprises is not higher than the graded standard, the electricity consumption of molten aluminum production will not be increased; if it is higher than the graded standard, every more than 20 kilowatts At the time, the electricity consumption of molten aluminum production will be increased by 0.01 yuan per kilowatt-hour, and if it is less than 20 kilowatt-hours, it will be calculated as 20 kilowatt-hours.
The fourth is to encourage electrolytic aluminum enterprises to improve the level of clean energy utilization. It is clarified that the non-aqueous renewable energy electricity consumed by electrolytic aluminum enterprises accounts for more than 15% of the total electricity consumption and is not less than the incentive value of the non-hydropower consumption responsibility weight of the province (autonomous region or municipality) in the previous year. An increase of 1 percentage point will result in a corresponding decrease of 1% in the standard for stepped electricity price increases.
Fifth, improve the working mechanism for approving electricity tariffs. The provincial energy conservation authority is required to work with relevant departments to organize special energy conservation supervision of electrolytic aluminum enterprises in accordance with local conditions; the provincial development and reform department determines the electrolysis that needs to be increased based on the results of energy conservation supervision and the completion of non-aqueous renewable energy consumption. The list of aluminum companies and the standard for price increase will be announced to the public; grid companies will charge additional electricity fees based on the list of enterprises determined by the provincial development and reform department and the total amount of additional electricity fees.
The sixth is to strengthen the responsibility for the collection of tiered tariffs. It is emphasized that electrolytic aluminum enterprises must pay the increased electricity charges in full and in time. It is clearly stated that for electrolytic aluminum enterprises that have not paid the increased electricity fee as scheduled, the increased electricity fee shall be paid at 1.5 times the original price increase standard, and the enterprise energy-saving target responsibility evaluation and assessment will be deducted correspondingly, and joint punishments for untrustworthiness will be implemented. Guaranteed price. For electrolytic aluminum enterprises with self-provided power plants, all regions are required to strengthen the collection work to ensure fair and just implementation of policies.
The seventh is to improve the management and use system of the increase in electricity fee funds. It is clear that the power grid companies must keep separate accounts and reflect separately for the increase in electricity fee funds formed by the implementation of the tiered electricity price policy. The electricity fee increase funds are coordinated and managed by the provincial development and reform departments in accordance with relevant national policies, and are mainly used to support energy-saving transformation and transformation and upgrading of high-energy-consuming industries, and the construction of new power systems.
Question: What is the biggest highlight of improving the step-by-step electricity price policy for the electrolytic aluminum industry this time?
Answer: The biggest highlight of the improvement of the step-by-step electricity price policy for the electrolytic aluminum industry is the establishment and improvement of the "two mechanisms", that is, the step-by-step reduction mechanism of the grading standard and the progressive increase mechanism of the price increase standard, which effectively strengthens the guiding role of the electricity price signal. It gives the industry a clear expectation, which is conducive to promoting the industry to continue to increase investment in technological transformation, continuously improve energy efficiency, and reduce carbon emissions.
The first is a step-by-step downgrading mechanism for the grading standard. Fully consider the development trend of the industry and the requirements of the energy saving and emission reduction situation, and reduce the tiered electricity price grading standard in three steps, so that the price increase policy can effectively cover the enterprises with backward energy efficiency in the industry, continue to form the pressure, and guide the industry to continuously increase investment in technological transformation. Reduce energy consumption.
The second is the progressive adjustment mechanism for the price increase standard. For electrolytic aluminum enterprises whose comprehensive AC power consumption exceeds the tiered electricity price grading standard, the price increase standard will be increased by 1 cent for every more than 20 kWh. This will gradually increase the price increase standard and more effectively release the guiding effect of the tiered electricity price policy. , As long as the company cuts consumption by more than 20 kWh, it can pay less electricity charges, and its willingness to save energy will be further enhanced.
Question: How to manage the step-up tariff paid by electrolytic aluminum enterprises, and what are the main uses?
Answer: The power grid companies will be required to keep separate accounts and report separately for the increase in electricity fee funds formed by the implementation of the step-by-step electricity price policy for the electrolytic aluminum industry. The electricity fee increase funds are coordinated and managed by the provincial development and reform department in accordance with relevant national policies, insisting on “taken from the industry and used for the industry”, and focus on supporting the energy-saving transformation, transformation and upgrading of high-energy-consuming industries such as electrolytic aluminum.
News source: National Development and Reform Commission