改革開放以來,隨著經濟體量的迅速擴大,我國電力行業開始高速發展,并將發展勢頭維持至今。其間,我們獲得了經驗,也得到過教訓;在肯定我國電力行業發展成就的同時,也須意識到當下的困難和挑戰。2014年6月,在中央財經領導小組六次會議上,習總書記創造性提出“四個革命、一個合作”能源安全新戰略。“四個革命”即能源消費革命、供給革命、技術革命和體制革命,從這4個方面加以審時度勢,透視改革開放40年的中國電力行業,將更有利于我們總結過去,更好地紀念改革開放,并有信心開辟電力新未來。
一、電力消費持續增長,用電結構明顯改善,經濟與能源的創新互動仍有較大潛力
回顧電力消費40年,我國全(quan)(quan)社會用(yong)電量躍居世界首位,用(yong)電結構和電耗亦持續改(gai)善,但由于重(zhong)工(gong)業(ye)化結構的(de)蘇(su)聯模式仍(reng)然呈現明(ming)顯(xian)慣性(xing),全(quan)(quan)面統籌協調(diao)經(jing)濟建設(she)與能源發展一直存在較大(da)難度。
改革開放以來(lai),經(jing)(jing)(jing)濟(ji)(ji)結(jie)(jie)構(gou)(gou)對應的產(chan)(chan)業(ye)電(dian)量(liang)(liang)(liang)排(pai)序經(jing)(jing)(jing)歷了(le)(le)從“二(er)(er)(er)一(yi)(yi)三”到“二(er)(er)(er)三一(yi)(yi)”,再到“三二(er)(er)(er)一(yi)(yi)”的調(diao)整,電(dian)力(li)(li)(li)消(xiao)(xiao)費(fei)彈性(xing)系(xi)數,也經(jing)(jing)(jing)歷了(le)(le)由小于1到大于1繼而(er)降(jiang)至小于1的“A”型(xing)(xing)發展。通過(guo)產(chan)(chan)業(ye)結(jie)(jie)構(gou)(gou)調(diao)整促進電(dian)力(li)(li)(li)消(xiao)(xiao)費(fei)結(jie)(jie)構(gou)(gou)優化(hua),三次(ci)產(chan)(chan)業(ye)及居民用(yong)(yong)電(dian)結(jie)(jie)構(gou)(gou)表現(xian)出“兩升(sheng)兩降(jiang)”的特點,即第一(yi)(yi)、二(er)(er)(er)產(chan)(chan)業(ye)用(yong)(yong)電(dian)占(zhan)比(bi)(bi)雙(shuang)降(jiang),三產(chan)(chan)及居民用(yong)(yong)電(dian)占(zhan)比(bi)(bi)快(kuai)速(su)(su)(su)(su)上升(sheng),用(yong)(yong)電(dian)結(jie)(jie)構(gou)(gou)從1986年(nian)的6:82:7:5演變(bian)為(wei)2017年(nian)的2:70:14:14。“六五”至“九五”時期(qi)(qi)(qi),我國尚處于工業(ye)化(hua)初期(qi)(qi)(qi),全(quan)國電(dian)力(li)(li)(li)供需整體(ti)緊張,表現(xian)為(wei)經(jing)(jing)(jing)濟(ji)(ji)增(zeng)(zeng)(zeng)速(su)(su)(su)(su)普遍大于用(yong)(yong)電(dian)增(zeng)(zeng)(zeng)速(su)(su)(su)(su)(除“七五”時期(qi)(qi)(qi),經(jing)(jing)(jing)濟(ji)(ji)過(guo)熱(re)導致嚴(yan)重通貨膨脹,經(jing)(jing)(jing)濟(ji)(ji)增(zeng)(zeng)(zeng)速(su)(su)(su)(su)明顯下(xia)降(jiang)),嚴(yan)重缺電(dian)成(cheng)為(wei)制約經(jing)(jing)(jing)濟(ji)(ji)快(kuai)速(su)(su)(su)(su)發展的瓶頸。從用(yong)(yong)電(dian)量(liang)(liang)(liang)增(zeng)(zeng)(zeng)長(chang)貢獻率(lv)(lv)的角度看,“七五”至“九五”期(qi)(qi)(qi)間(jian)(jian),二(er)(er)(er)產(chan)(chan)對用(yong)(yong)電(dian)量(liang)(liang)(liang)增(zeng)(zeng)(zeng)長(chang)的貢獻率(lv)(lv)居首(shou)但快(kuai)速(su)(su)(su)(su)下(xia)降(jiang),三產(chan)(chan)和(he)居民貢獻率(lv)(lv)快(kuai)速(su)(su)(su)(su)上升(sheng)。其(qi)后(hou),2002~2007年(nian)連續6年(nian)全(quan)社會用(yong)(yong)電(dian)量(liang)(liang)(liang)增(zeng)(zeng)(zeng)速(su)(su)(su)(su)均超過(guo)11%。與此同時,二(er)(er)(er)產(chan)(chan)用(yong)(yong)電(dian)量(liang)(liang)(liang)在(zai)“十(shi)五”至“十(shi)一(yi)(yi)五”期(qi)(qi)(qi)間(jian)(jian)成(cheng)為(wei)拉動全(quan)社會用(yong)(yong)電(dian)量(liang)(liang)(liang)增(zeng)(zeng)(zeng)長(chang)的主力(li)(li)(li)。“十(shi)二(er)(er)(er)五”以來(lai),隨著經(jing)(jing)(jing)濟(ji)(ji)進入新(xin)常態,電(dian)力(li)(li)(li)消(xiao)(xiao)費(fei)由粗放型(xing)(xing)高(gao)速(su)(su)(su)(su)增(zeng)(zeng)(zeng)長(chang)向中高(gao)速(su)(su)(su)(su)轉變(bian),電(dian)力(li)(li)(li)彈性(xing)系(xi)數降(jiang)至1以下(xia),即為(wei)了(le)(le)支(zhi)撐經(jing)(jing)(jing)濟(ji)(ji)增(zeng)(zeng)(zeng)長(chang)1%,電(dian)力(li)(li)(li)消(xiao)(xiao)費(fei)增(zeng)(zeng)(zeng)速(su)(su)(su)(su)僅需增(zeng)(zeng)(zeng)長(chang)0.8%,較(jiao)“十(shi)五”和(he)“十(shi)一(yi)(yi)五”電(dian)力(li)(li)(li)消(xiao)(xiao)費(fei)彈性(xing)系(xi)數分別下(xia)降(jiang)了(le)(le)0.5和(he)0.3。
這(zhe)表明(ming),在(zai)(zai)推進能(neng)源(yuan)革(ge)命的(de)過程中,電(dian)(dian)力應適度先行的(de)歷史規律,還需引起重(zhong)視,不能(neng)在(zai)(zai)富余時掉以(yi)輕心。尤(you)其在(zai)(zai)當前貿易(yi)摩擦加劇、外部(bu)環境不確定性增加的(de)形(xing)勢下(xia),經(jing)濟(ji)運行存在(zai)(zai)下(xia)行壓力加大(da)的(de)隱憂,但隨著我(wo)國產業結(jie)構的(de)持續升級及電(dian)(dian)能(neng)替代的(de)深入(ru)推廣,高端裝(zhuang)備(bei)制造業、第三(san)產業和居(ju)民用電(dian)(dian)正(zheng)在(zai)(zai)成為拉動用電(dian)(dian)增長(chang)的(de)“三(san)駕馬車”。這(zhe)表明(ming)經(jing)濟(ji)與能(neng)源(yuan)的(de)創新驅動和互動仍有較大(da)潛力,這(zhe)個空間也是能(neng)源(yuan)革(ge)命的(de)著力點所在(zai)(zai)。
二、供電能力穩步提升,電源結構日趨多元,大力推進煤炭清潔高效利用下煤電需保持主力
改(gai)革(ge)開(kai)放40年(nian)的(de)電(dian)(dian)力發展(zhan)帶有(you)明顯偏重供給側的(de)特征,這與(yu)當時資金(jin)等資源(yuan)不(bu)足所(suo)形成的(de)輕(qing)重緩急(ji)的(de)取舍相關。這也使得目前(qian)我國從克服了長久(jiu)以來的(de)電(dian)(dian)力短缺,開(kai)始由增容量(liang)向調整(zheng)結構與(yu)優(you)化布局的(de)歷史性轉型。截至(zhi)2017年(nian)底,我國在總裝機(ji)、水(shui)電(dian)(dian)、火(huo)電(dian)(dian)、風電(dian)(dian)和太(tai)陽能(neng)裝機(ji)容量(liang)和核電(dian)(dian)在建規模等方面均(jun)處(chu)于(yu)世界首(shou)位。
從歷史(shi)傳統看,火(huo)電,尤其是小火(huo)電由(you)于(yu)其建設(she)周期短(duan)、見效(xiao)快、成(cheng)本低而(er)(er)取得了高速發(fa)展,可以相對全(quan)面地滿足(zu)快速解決電力短(duan)缺的要求,而(er)(er)大(da)型水(shui)電基(ji)地建設(she)由(you)于(yu)生態環保要求高、移民安置成(cheng)本高、建設(she)周期長而(er)(er)在總(zong)裝(zhuang)機比重中(zhong)不斷下降(jiang)。水(shui)、火(huo)裝(zhuang)機比重由(you)1978年(nian)的三七分下降(jiang)至(zhi)1998年(nian)的二八分,非化(hua)石(shi)能(neng)源(yuan)裝(zhuang)機比重出(chu)現顯著下降(jiang)。
2002年(nian)(nian)(nian)隨著(zhu)“廠網分開”,五大發電(dian)集團成立,電(dian)源(yuan)建設升溫,雖然“九五”規(gui)劃明確提(ti)出(chu)了“加強電(dian)源(yuan)結構調整”的(de)要(yao)求(qiu),但發電(dian)企業(ye)“跑馬圈地(di)”式的(de)過(guo)熱競爭,反而促使了火電(dian)裝機(ji)占比于2006年(nian)(nian)(nian)達(da)到77.7%的(de)峰值(zhi)。之后(hou),由于政策鼓勵、補貼優惠刺激,風電(dian)裝機(ji)連續4年(nian)(nian)(nian)翻番,太陽能(neng)裝機(ji)超高速增(zeng)長,截至2017年(nian)(nian)(nian)底,裝機(ji)年(nian)(nian)(nian)均增(zeng)速分別(bie)達(da)到52.2%和107.2%(數據來源(yuan):中國(guo)電(dian)力企業(ye)聯合(he)會,電(dian)力工業(ye)統計(ji)資料提(ti)要(yao))。電(dian)源(yuan)產能(neng)過(guo)剩(sheng)的(de)端倪早已(yi)出(chu)現并一直(zhi)持續至今。
2014年財經(jing)小組會(hui)議上,習近(jin)(jin)平總(zong)書(shu)記強調(diao)指出(chu),要大力推進煤(mei)(mei)炭清潔高效利用。2017年,火(huo)電裝機(ji)(ji)占(zhan)比為62.2%,發(fa)電量(liang)占(zhan)比達到70.9%。我國(guo)發(fa)電用煤(mei)(mei)占(zhan)煤(mei)(mei)炭總(zong)消費量(liang)比重約為52%,顯著(zhu)低(di)于發(fa)達國(guo)家(jia)的80%~90%,發(fa)電用煤(mei)(mei)比例仍有很(hen)大的提升(sheng)空間。當前,我國(guo)煤(mei)(mei)電在發(fa)電煤(mei)(mei)耗、主要污染物排放(fang)等方面已處(chu)于世界(jie)前列,部分指標已接近(jin)(jin)燃氣(qi)機(ji)(ji)組。
電(dian)源(yuan)(yuan)結構必須有(you)序調整,其中,“有(you)序”不(bu)是人為(wei)調整的(de)(de)過(guo)多(duo)介(jie)入,而是明晰輕重緩急(ji)的(de)(de)恰當把(ba)握,尤其煤電(dian)的(de)(de)清潔化(hua)發展,這是我國推(tui)進電(dian)力(li)供(gong)(gong)給側改革(ge)的(de)(de)“正餐”和“主食”,是由歷史的(de)(de)階(jie)段性和進化(hua)性特點決定的(de)(de)。能源(yuan)(yuan)供(gong)(gong)給革(ge)命的(de)(de)著(zhu)力(li)點還是在能源(yuan)(yuan)供(gong)(gong)給側結構性改革(ge)的(de)(de)“必答題”和“大(da)題目”。
三、制造能力顯著提升,技術差距逐步縮小,創新的艱巨和挑戰的嚴峻將日益凸顯
從(cong)改革開放(fang)后的(de)(de)發展(zhan)歷程上看,電(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)行業(ye)快(kuai)速發展(zhan)的(de)(de)內在動力(li)(li)(li),成(cheng)就了(le)我國(guo)(guo)成(cheng)為(wei)電(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)技(ji)(ji)術(shu)(shu)規(gui)模(mo)化(hua)(hua)應用的(de)(de)大(da)(da)國(guo)(guo),但不無(wu)遺(yi)憾的(de)(de)是,我國(guo)(guo)仍不能(neng)被(bei)稱為(wei)電(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)技(ji)(ji)術(shu)(shu)強(qiang)國(guo)(guo),40年(nian)(nian)來,我國(guo)(guo)電(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)技(ji)(ji)術(shu)(shu)歷經了(le)由成(cheng)套(tao)設備(bei)引(yin)(yin)進到(dao)(dao)消化(hua)(hua)吸收,再(zai)到(dao)(dao)國(guo)(guo)產仿制,進而自主創(chuang)(chuang)新(xin)。以電(dian)(dian)(dian)(dian)(dian)源為(wei)例(li),通(tong)過(guo)(guo)從(cong)美(mei)國(guo)(guo)等國(guo)(guo)引(yin)(yin)進大(da)(da)容量亞臨(lin)界、超(chao)臨(lin)界火電(dian)(dian)(dian)(dian)(dian)機(ji)組(zu),1992年(nian)(nian),我國(guo)(guo)成(cheng)功仿制的(de)(de)首臺超(chao)臨(lin)界60萬千(qian)(qian)(qian)瓦(wa)機(ji)組(zu)于上海石(shi)洞(dong)口二廠投產。通(tong)過(guo)(guo)引(yin)(yin)進法國(guo)(guo)技(ji)(ji)術(shu)(shu),1994年(nian)(nian),大(da)(da)亞灣核電(dian)(dian)(dian)(dian)(dian)廠全部建成(cheng)投產,實現了(le)對核電(dian)(dian)(dian)(dian)(dian)技(ji)(ji)術(shu)(shu)的(de)(de)成(cheng)熟掌握。目前我國(guo)(guo)已具備(bei)了(le)年(nian)(nian)產1億千(qian)(qian)(qian)瓦(wa)的(de)(de)電(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)裝(zhuang)(zhuang)(zhuang)備(bei)自造能(neng)力(li)(li)(li),在大(da)(da)容量火力(li)(li)(li)發電(dian)(dian)(dian)(dian)(dian)機(ji)組(zu)、世界最(zui)大(da)(da)容量的(de)(de)水電(dian)(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)(zhuang)備(bei)、以“華(hua)龍一號”為(wei)代(dai)(dai)表的(de)(de)第三代(dai)(dai)核電(dian)(dian)(dian)(dian)(dian)技(ji)(ji)術(shu)(shu)等電(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)裝(zhuang)(zhuang)(zhuang)機(ji)方面(mian)(mian)實現自主化(hua)(hua)。而電(dian)(dian)(dian)(dian)(dian)網(wang)方面(mian)(mian),1978年(nian)(nian),我國(guo)(guo)電(dian)(dian)(dian)(dian)(dian)網(wang)的(de)(de)最(zui)高(gao)電(dian)(dian)(dian)(dian)(dian)壓(ya)等級僅(jin)為(wei)330千(qian)(qian)(qian)伏(fu),通(tong)過(guo)(guo)全套(tao)購買國(guo)(guo)外的(de)(de)設備(bei)和技(ji)(ji)術(shu)(shu),1981年(nian)(nian),我國(guo)(guo)建成(cheng)了(le)第一條500千(qian)(qian)(qian)伏(fu)交流(liu)輸電(dian)(dian)(dian)(dian)(dian)線路———平武線,解決了(le)武漢鋼鐵廠一米七軋機(ji)的(de)(de)電(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)穩定問題(ti)。通(tong)過(guo)(guo)吸收,1984年(nian)(nian)建成(cheng)了(le)第一條自行設計(ji)(ji)、建造的(de)(de)元(yuan)錦遼海500千(qian)(qian)(qian)伏(fu)交流(liu)輸電(dian)(dian)(dian)(dian)(dian)線路。1989年(nian)(nian),通(tong)過(guo)(guo)購買ABB公司(si)設備(bei)及技(ji)(ji)術(shu)(shu),中國(guo)(guo)第一條±500千(qian)(qian)(qian)伏(fu)直流(liu)輸電(dian)(dian)(dian)(dian)(dian)線路———葛滬直流(liu)建成(cheng)投入使(shi)用。2009年(nian)(nian),我國(guo)(guo)首條直流(liu)特(te)高(gao)壓(ya)和交流(liu)特(te)高(gao)壓(ya)工(gong)程投運。截至2017年(nian)(nian),依托特(te)高(gao)壓(ya)技(ji)(ji)術(shu)(shu)已建成(cheng)西電(dian)(dian)(dian)(dian)(dian)東送工(gong)程19項(xiang),輸送能(neng)力(li)(li)(li)達(da)到(dao)(dao)13360萬千(qian)(qian)(qian)瓦(wa),累計(ji)(ji)輸送電(dian)(dian)(dian)(dian)(dian)量約1.2萬億千(qian)(qian)(qian)瓦(wa)時(shi)。時(shi)間(jian)過(guo)(guo)去了(le)近40年(nian)(nian),也是電(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)的(de)(de)技(ji)(ji)術(shu)(shu)積(ji)累與創(chuang)(chuang)新(xin)的(de)(de)過(guo)(guo)程。隨著信息通(tong)信系統與物(wu)理電(dian)(dian)(dian)(dian)(dian)網(wang)高(gao)度交互融合(he),我國(guo)(guo)電(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)技(ji)(ji)術(shu)(shu)還要逐步向高(gao)度智能(neng)化(hua)(hua)的(de)(de)信息物(wu)理電(dian)(dian)(dian)(dian)(dian)網(wang)發展(zhan)。
從(cong)自身縱向比(bi)較(jiao)的(de)(de)結(jie)果(guo)來看,我(wo)(wo)國(guo)電(dian)力(li)(li)技(ji)(ji)(ji)術(shu)(shu)水平有(you)了長足進(jin)步(bu)和顯(xian)著提(ti)高(gao),但我(wo)(wo)們已處(chu)在國(guo)際(ji)化比(bi)較(jiao)競爭(zheng)的(de)(de)格局中,電(dian)力(li)(li)行業要(yao)爭(zheng)這口(kou)氣,就(jiu)需保(bao)持(chi)(chi)追趕超越的(de)(de)奮(fen)斗(dou)精神。因為(wei)與世(shi)界電(dian)力(li)(li)科(ke)技(ji)(ji)(ji)強國(guo)相比(bi),我(wo)(wo)國(guo)在原創(chuang)性、前(qian)瞻性科(ke)技(ji)(ji)(ji)創(chuang)新方面依然(ran)存在較(jiao)大(da)劣勢(shi)。雖(sui)然(ran)以市場換技(ji)(ji)(ji)術(shu)(shu)的(de)(de)策略(lve)短(duan)時期(qi)內快速提(ti)高(gao)了我(wo)(wo)國(guo)的(de)(de)電(dian)力(li)(li)設(she)備制(zhi)(zhi)造(zao)能(neng)力(li)(li),但換不(bu)來創(chuang)新,缺乏競爭(zheng)力(li)(li)的(de)(de)科(ke)研機制(zhi)(zhi)體(ti)制(zhi)(zhi)造(zao)成技(ji)(ji)(ji)術(shu)(shu)進(jin)步(bu)動力(li)(li)不(bu)足,在核心技(ji)(ji)(ji)術(shu)(shu)、關鍵設(she)備及重(zhong)(zhong)要(yao)材料上仍存在著嚴重(zhong)(zhong)依賴進(jin)口(kou)的(de)(de)短(duan)板,三代(dai)核電(dian)、新能(neng)源等(deng)領域關鍵技(ji)(ji)(ji)術(shu)(shu)長期(qi)以引(yin)進(jin)消化吸收(shou)為(wei)主,燃氣輪(lun)機及高(gao)溫材料技(ji)(ji)(ji)術(shu)(shu)裝備等(deng)長期(qi)落后。在電(dian)力(li)(li)行業快速規模化擴張的(de)(de)進(jin)程中,電(dian)力(li)(li)設(she)備的(de)(de)國(guo)產化水平本該取得更大(da)的(de)(de)成就(jiu),沒(mei)有(you)完全實(shi)現應得的(de)(de)結(jie)果(guo),需要(yao)反思。能(neng)源革命不(bu)是關門革命,是體(ti)現技(ji)(ji)(ji)術(shu)(shu)競爭(zheng)的(de)(de)硬碰硬,要(yao)用(yong)實(shi)力(li)(li)說(shuo)話。這因慘痛教訓(xun)而獲得的(de)(de)經驗(yan)彌足珍貴,必須貫徹下去,堅持(chi)(chi)到底。
四、體制改革穩步推進,市場化進程初見成效,“硬骨頭”和“涉險灘”無法回避
新中國成立后(hou),電(dian)(dian)(dian)力(li)短缺(que)導致(zhi)“窮則思(si)變(bian)(bian),變(bian)(bian)則通”。起(qi)初,我(wo)國電(dian)(dian)(dian)力(li)投(tou)(tou)(tou)資(zi)(zi)(zi)主(zhu)要依(yi)靠財政投(tou)(tou)(tou)資(zi)(zi)(zi),投(tou)(tou)(tou)資(zi)(zi)(zi)來(lai)源(yuan)相對單(dan)一(yi),資(zi)(zi)(zi)金短缺(que),電(dian)(dian)(dian)力(li)供需矛盾不斷凸顯。改(gai)革開(kai)放后(hou),自1981年開(kai)始,集資(zi)(zi)(zi)辦電(dian)(dian)(dian)模式在(zai)全(quan)國范圍迅速推廣,法國、日本等外國資(zi)(zi)(zi)本和民間資(zi)(zi)(zi)本紛紛加入我(wo)國電(dian)(dian)(dian)力(li)投(tou)(tou)(tou)資(zi)(zi)(zi)領域,拓寬(kuan)了(le)(le)投(tou)(tou)(tou)資(zi)(zi)(zi)渠道,促進了(le)(le)電(dian)(dian)(dian)力(li)尤其是電(dian)(dian)(dian)源(yuan)的(de)發(fa)展。同(tong)一(yi)時(shi)期(qi),電(dian)(dian)(dian)價(jia)改(gai)革的(de)開(kai)展進一(yi)步吸(xi)引(yin)了(le)(le)社會投(tou)(tou)(tou)資(zi)(zi)(zi),保證了(le)(le)電(dian)(dian)(dian)源(yuan)建設的(de)可持續性。由此,電(dian)(dian)(dian)力(li)生產關系一(yi)直(zhi)處在(zai)調整和適應中。
電(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)體(ti)制改(gai)革可以大體(ti)概括(kuo)為投融資體(ti)制改(gai)革、政企分(fen)開(kai)、廠網分(fen)開(kai)以及配(pei)售分(fen)開(kai)四(si)個階段,尤其配(pei)售分(fen)離通過(guo)經營性電(dian)(dian)(dian)(dian)(dian)(dian)價、售電(dian)(dian)(dian)(dian)(dian)(dian)和增(zeng)量配(pei)電(dian)(dian)(dian)(dian)(dian)(dian)業務的(de)(de)(de)放開(kai),一石激起千層浪。隨(sui)著在(zai)2015年中(zhong)共中(zhong)央發(fa)(fa)布《關于進一步(bu)深化電(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)體(ti)制改(gai)革的(de)(de)(de)若干意見》至(zhi)今,我國省級電(dian)(dian)(dian)(dian)(dian)(dian)網輸(shu)配(pei)電(dian)(dian)(dian)(dian)(dian)(dian)價核(he)定實(shi)現除西藏外的(de)(de)(de)全覆(fu)蓋,中(zhong)長期電(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)市(shi)場(chang)化交易局面基本形成(cheng),集中(zhong)競價、邊際出清機制廣泛應用(yong),電(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)現貨市(shi)場(chang)建設(she)試點相繼(ji)啟動,電(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)體(ti)制改(gai)革逐步(bu)邁入(ru)深水區和攻堅區。毫無疑(yi)問,40年來的(de)(de)(de)電(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)行業并(bing)非僅有發(fa)(fa)展(zhan)的(de)(de)(de)主(zhu)題,發(fa)(fa)展(zhan)的(de)(de)(de)內涵無一不(bu)被改(gai)革貫穿。電(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)體(ti)制正處在(zai)不(bu)斷(duan)走(zou)向競爭和市(shi)場(chang)化的(de)(de)(de)探(tan)索(suo)中(zhong),雖然市(shi)場(chang)在(zai)資源配(pei)置領域逐漸取得決定性地位尚需過(guo)程,但(dan)這一方向已不(bu)存在(zai)任(ren)何變數(shu)。
當下(xia),電(dian)力(li)(li)(li)體制(zhi)改(gai)(gai)(gai)革(ge)(ge)(ge)的重心已由(you)曾經的緩解電(dian)力(li)(li)(li)匱(kui)乏(fa),逐(zhu)漸向提(ti)升電(dian)力(li)(li)(li)服務(wu)質量、推進電(dian)力(li)(li)(li)生產(chan)清潔化和電(dian)價水平(ping)合理化等(deng)方面(mian)轉移(yi)。但“硬骨頭”和“涉險灘”的改(gai)(gai)(gai)革(ge)(ge)(ge)挑戰也無法回避,能源革(ge)(ge)(ge)命將助力(li)(li)(li)于(yu)此(ci),特(te)別是(shi)能源全(quan)局性的改(gai)(gai)(gai)革(ge)(ge)(ge)作用于(yu)電(dian)力(li)(li)(li)行業未必盡(jin)在預料中(zhong),其(qi)影響仍需(xu)進一步觀察。而矛盾的逐(zhu)步積累和改(gai)(gai)(gai)革(ge)(ge)(ge)節奏難以把(ba)握,導致很多問題尚未得到及時解決。以能源革(ge)(ge)(ge)命透視我國電(dian)力(li)(li)(li)行業,依然需(xu)要體制(zhi)改(gai)(gai)(gai)革(ge)(ge)(ge)紅利(li)的釋(shi)放,以增強全(quan)行業的發(fa)展活(huo)力(li)(li)(li),逐(zhu)步消除邁(mai)向社會主義市場(chang)經濟(ji)的滯后響應。
歷(li)經(jing)40年改革(ge)開(kai)放,中(zhong)國(guo)已經(jing)建立起比較完備的電力工業(ye)體(ti)系,不僅成為(wei)能(neng)(neng)(neng)源革(ge)命的重要基(ji)礎,其歷(li)史(shi)也成為(wei)能(neng)(neng)(neng)源革(ge)命新未來的壯麗序幕。能(neng)(neng)(neng)源智(zhi)庫要做思想先鋒,逢山開(kai)路,遇水(shui)搭橋,對(dui)歷(li)史(shi)的經(jing)驗和(he)教訓加以深刻地(di)總結,開(kai)列出(chu)“問題清單”和(he)“行動(dong)指南”,譜寫中(zhong)國(guo)能(neng)(neng)(neng)源事(shi)業(ye)新篇章。