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  • 2015-06-02

    新電改方案基調已定 深圳率先試點

    作者:  來源:

        繼2002年電改“五號文”發布的12年后,電力體制改革迎來新的契機。據悉,近期《關于進一步深化電力體制改革的若干意見》(新電改總體方案)已獲原則性通過,待批復后發布。新電改的基調是“四放開、一獨立、一加強”,即輸配以外的經營性電價放開、新增配電業務放開、售電放開、發電計劃放開,交易平臺相對獨立,加強規劃。方向是先試點總結經驗,再推廣。
      根據國家發改委安排,深圳已率先開展電改試點,以摸清輸配電成本,改變電網低買高賣、獲取購銷差的盈利模式,轉為總收入監管,實現市場化定價。
      盡管業界對新電改方案仍有分歧,非議者認為改革不徹底,是多方利益博弈妥協的結果,如何核定輸配電價、改革目標和方向等關鍵性問題并不清晰,試點也有可能拖延整體改革進度。然而,本輪改革標志著電網公司向輸配電企業職能轉型,電力價格由供求雙方自主確定的可能性開啟,亦是近10年來電力最接近商品屬性的新起點。
      視點:新電改將不會對電網企業進行橫向拆分,但明確了電網企業的公共服務屬性、改變了電網“吃差價”的盈利模式。方案最大亮點是提出了網售分開,培育多種售電主體。
      在延宕12年的電力領域的改革顯然阻力重重,到底電力體系龐大的利益“蛋糕”該如何切分的同時,能否建起新的健康有序的市場化電力體系?是新電改后業界最為關注的焦點所在。

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