2019年3月5日第(di)十三(san)屆全國人民(min)代表大會(hui)(hui)第(di)二次會(hui)(hui)議上,國務(wu)院(yuan)總理(li)李克強在《政(zheng)府工(gong)(gong)作報告》中(zhong)明確提出:以改革(ge)推動降(jiang)低涉企(qi)收(shou)費。深化(hua)電(dian)力市(shi)場化(hua)改革(ge),清理(li)電(dian)價附(fu)加收(shou)費,降(jiang)低制(zhi)造業(ye)用電(dian)成本,一(yi)般工(gong)(gong)商業(ye)平均電(dian)價再(zai)降(jiang)低10%。
2018年(nian),針對《政(zheng)府工作報告》中降低一(yi)般工商業電價10%的(de)(de)工作任務,國家(jia)發改(gai)委共(gong)計(ji)發布五份通(tong)知,通(tong)過(guo)調(diao)整計(ji)提折舊比例(li)、降低增值稅率、調(diao)整政(zheng)府性(xing)基金、利用跨區交(jiao)(jiao)易(yi)價差(cha)空間、調(diao)整電網企業增量收(shou)入以(yi)及清理規范轉供電環節加(jia)價等系(xi)列措施實現了目標。成績值得稱(cheng)贊,但是(shi)部(bu)分手(shou)段作為臨時性(xing)措施是(shi)否(fou)可(ke)以(yi)繼續在本年(nian)度(du)進(jin)行沿用也成為了業界關注的(de)(de)焦(jiao)點。同時,伴隨發用電計(ji)劃持(chi)續放開,特(te)別是(shi)市場(chang)化交(jiao)(jiao)易(yi)主(zhu)體數量與范圍持(chi)續增加(jia)的(de)(de)今天,電價調(diao)整對市場(chang)化交(jiao)(jiao)易(yi)的(de)(de)影響(xiang)也需要進(jin)一(yi)步的(de)(de)評估(gu)。
一、一般工商業電價下降對不同省市影響不一
一般工(gong)商業(ye)電(dian)價(jia)作為一個專有名(ming)詞,并不能簡單(dan)地理解為工(gong)商業(ye)用(yong)電(dian)的(de)價(jia)格。
發改價(jia)(jia)格(ge)[2005]514號文提(ti)(ti)出,“非(fei)居民照明、非(fei)工(gong)(gong)業(ye)及普通(tong)工(gong)(gong)業(ye)、商業(ye)用(yong)(yong)電(dian)(dian)(dian)(dian)三大類(lei)合并(bing)(bing)(bing)為一類(lei)”,形成一般工(gong)(gong)商業(ye)及其(qi)他用(yong)(yong)電(dian)(dian)(dian)(dian)的(de)主要構成。發改價(jia)(jia)格(ge)[2013]973號文明確,現行銷(xiao)售電(dian)(dian)(dian)(dian)價(jia)(jia)逐步歸并(bing)(bing)(bing)為居民生(sheng)活用(yong)(yong)電(dian)(dian)(dian)(dian)、農業(ye)生(sheng)產用(yong)(yong)電(dian)(dian)(dian)(dian)和工(gong)(gong)商業(ye)及其(qi)它用(yong)(yong)電(dian)(dian)(dian)(dian)價(jia)(jia)格(ge)三個類(lei)別;在過渡時期,仍然(ran)沿用(yong)(yong)上述一般工(gong)(gong)商業(ye)的(de)概念,同時提(ti)(ti)出“受電(dian)(dian)(dian)(dian)變壓器容(rong)量(含不通(tong)過變壓器接用(yong)(yong)的(de)高(gao)壓電(dian)(dian)(dian)(dian)動機容(rong)量)在315千(qian)伏(fu)安(an)(千(qian)瓦)及以上的(de)”一般工(gong)(gong)商業(ye)及其(qi)他用(yong)(yong)電(dian)(dian)(dian)(dian)與大工(gong)(gong)業(ye)同價(jia)(jia)并(bing)(bing)(bing)實(shi)行兩部制電(dian)(dian)(dian)(dian)價(jia)(jia)。
截至(zhi)2019年1月1日,全國各省市對于一般(ban)工(gong)商業用(yong)電的表述并不一致,見表1-1。除北京開發區、西藏和(he)青(qing)海外,大部分省市均按(an)照執行單(dan)一制用(yong)電的用(yong)戶進行一般(ban)工(gong)商業的認(ren)定。
不同于國家統(tong)計(ji)局(ju)關(guan)于第(di)一(yi)(yi)(yi)(yi)產業(ye)(ye)(ye)、第(di)二產業(ye)(ye)(ye)和第(di)三產業(ye)(ye)(ye)用(yong)(yong)(yong)能的(de)(de)(de)統(tong)計(ji)口徑,一(yi)(yi)(yi)(yi)般(ban)(ban)工(gong)(gong)(gong)商(shang)業(ye)(ye)(ye)用(yong)(yong)(yong)電(dian)數(shu)據,特別是分(fen)省(sheng)市(shi)用(yong)(yong)(yong)電(dian)數(shu)據并(bing)沒有專(zhuan)門(men)公(gong)開(kai)。參考國家電(dian)網公(gong)司(si)、南方電(dian)網公(gong)司(si)以(yi)及各(ge)級(ji)政府關(guan)于2018年度降(jiang)低一(yi)(yi)(yi)(yi)般(ban)(ban)工(gong)(gong)(gong)商(shang)電(dian)價實際(ji)降(jiang)低企(qi)業(ye)(ye)(ye)用(yong)(yong)(yong)電(dian)成本的(de)(de)(de)官方報道數(shu)據,不考慮市(shi)場化交易對(dui)降(jiang)低一(yi)(yi)(yi)(yi)般(ban)(ban)工(gong)(gong)(gong)商(shang)業(ye)(ye)(ye)電(dian)價的(de)(de)(de)影(ying)響(xiang),以(yi)2017年度用(yong)(yong)(yong)電(dian)數(shu)據為(wei)基準,全(quan)國各(ge)省(sheng)市(shi)一(yi)(yi)(yi)(yi)般(ban)(ban)工(gong)(gong)(gong)商(shang)業(ye)(ye)(ye)在(zai)(zai)各(ge)省(sheng)社會(hui)用(yong)(yong)(yong)電(dian)量占比(bi)如下圖所示(上海(hai)、內蒙古、吉林(lin)、廣西、西藏暫缺)。可以(yi)明顯的(de)(de)(de)看出,各(ge)省(sheng)一(yi)(yi)(yi)(yi)般(ban)(ban)工(gong)(gong)(gong)商(shang)業(ye)(ye)(ye)用(yong)(yong)(yong)電(dian)占比(bi)差異較(jiao)大,大部分(fen)省(sheng)份集中在(zai)(zai)20%左右,北京、浙江的(de)(de)(de)一(yi)(yi)(yi)(yi)般(ban)(ban)工(gong)(gong)(gong)商(shang)業(ye)(ye)(ye)用(yong)(yong)(yong)電(dian)占比(bi)較(jiao)高(gao),寧夏、青海(hai)、新疆等地的(de)(de)(de)一(yi)(yi)(yi)(yi)般(ban)(ban)工(gong)(gong)(gong)商(shang)業(ye)(ye)(ye)用(yong)(yong)(yong)電(dian)占比(bi)較(jiao)低,因此(ci)同樣(yang)降(jiang)費措施對(dui)各(ge)省(sheng)的(de)(de)(de)實際(ji)影(ying)響(xiang)會(hui)存(cun)在(zai)(zai)較(jiao)大差異。
截(jie)止2019年1月1日,2018年全國(guo)各(ge)(ge)省(sheng)區一(yi)般(ban)工(gong)商業(ye)(ye)電價(jia)降費措施已告結束。選(xuan)取(qu)平段(duan)所有電壓等級目錄銷售電價(jia)的平均值作為(wei)參考(kao),全國(guo)各(ge)(ge)省(sheng)區一(yi)般(ban)工(gong)商業(ye)(ye)用電價(jia)格(ge)水平如圖3-1所示(不考(kao)慮各(ge)(ge)省(sheng)區扶持產業(ye)(ye)電價(jia),按(an)照行政區域統計,不區分電網(wang)歸屬,均為(wei)含政府性基(ji)金價(jia)格(ge))。
考慮西(xi)藏(zang)電網建設的特殊性,特別是(shi)阿里電網平(ping)均(jun)用(yong)(yong)電價格達(da)到1.79元/kWh,此處分(fen)析時做(zuo)剔除處理(li)。取(qu)全國一般工商(shang)業用(yong)(yong)電平(ping)均(jun)價格0.6772元/kWh作為基(ji)(ji)準(zhun)價,可以分(fen)為兩個價格區(qu)間,如表3-1。通過分(fen)析可以看出,除四(si)川、河(he)北外,基(ji)(ji)準(zhun)價以上的省(sheng)份基(ji)(ji)本為傳統的用(yong)(yong)能(neng)大(da)省(sheng),基(ji)(ji)準(zhun)價以下基(ji)(ji)本為傳統的能(neng)源輸出大(da)省(sheng)。
針對(dui)四川,盡管(guan)擁有水電(dian)(dian)(dian)(dian)(dian)優勢(shi),其(qi)核定輸(shu)配電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)相(xiang)對(dui)較高(gao)導致其(qi)終(zhong)端(duan)銷售價(jia)(jia)格偏高(gao)。與(yu)云(yun)(yun)南(nan)(nan)進行對(dui)標,1-10kV一般工商(shang)業輸(shu)配電(dian)(dian)(dian)(dian)(dian)價(jia)(jia),四川為(wei)0.3422元/kWh,云(yun)(yun)南(nan)(nan)為(wei)0.245元/kWh。考慮四川電(dian)(dian)(dian)(dian)(dian)網(wang)的組成(cheng)不僅是(shi)國家(jia)電(dian)(dian)(dian)(dian)(dian)網(wang),還存在(zai)多個(ge)地方電(dian)(dian)(dian)(dian)(dian)網(wang)且最(zui)高(gao)運(yun)行電(dian)(dian)(dian)(dian)(dian)壓等(deng)級僅為(wei)110kV,而(er)云(yun)(yun)南(nan)(nan)電(dian)(dian)(dian)(dian)(dian)網(wang)則主要由(you)南(nan)(nan)方電(dian)(dian)(dian)(dian)(dian)網(wang)持有并(bing)運(yun)行且最(zui)高(gao)運(yun)行電(dian)(dian)(dian)(dian)(dian)壓等(deng)級為(wei)500kV,這都會(hui)造成(cheng)輸(shu)配成(cheng)本(ben)的較大差異(yi)。
針對河(he)北(bei),盡管作為用能(neng)大省(sheng)且區域內(nei)能(neng)源(yuan)(yuan)稟賦(fu)并不占優(you),但是(shi)源(yuan)(yuan)于(yu)近年來可(ke)再(zai)生(sheng)能(neng)源(yuan)(yuan)裝機(ji)的(de)持(chi)續增加、互聯(lian)互通的(de)電網(wang)結構以及相(xiang)對較低(di)的(de)容量(liang)備用需求,河(he)北(bei)可(ke)以通過特高(gao)壓線(xian)路以及省(sheng)間聯(lian)絡線(xian)從陜(shan)西(xi)、內(nei)蒙(meng)古以及山西(xi)購買低(di)成(cheng)(cheng)本電力,同時輸配電價在華北(bei)電網(wang)區域內(nei)最低(di),都成(cheng)(cheng)為河(he)北(bei)區域終端(duan)用電價格較低(di)的(de)原因。
二、一般工商業電價下降正在影響大工業用電價格和市場化交易
通過多輪(lun)降(jiang)費(fei)措施,對于執(zhi)行(xing)一般工商業用(yong)電(dian)的終端用(yong)戶來說,用(yong)能(neng)成本得(de)到了(le)顯著的降(jiang)低,對實(shi)體(ti)經濟起(qi)到了(le)良好的提(ti)振效果(guo)。但是從實(shi)際執(zhi)行(xing)層(ceng)面來看,正在對大工業用(yong)電(dian)價格和市場化(hua)交易帶來一定(ding)影(ying)響。
大(da)工(gong)(gong)業(ye)用電(dian)(dian)目(mu)前多指執行(xing)(xing)兩(liang)部(bu)(bu)制電(dian)(dian)價(jia)的(de)(de)(de)用電(dian)(dian)客戶(hu)(hu)。從全國(guo)來看,公(gong)布目(mu)錄電(dian)(dian)價(jia)的(de)(de)(de)方式(shi)(shi)有(you)兩(liang)種形式(shi)(shi),分(fen)別為(wei)含(han)政(zheng)(zheng)府性基(ji)(ji)金(jin)(jin)的(de)(de)(de)含(han)稅價(jia)格和不含(han)政(zheng)(zheng)府性基(ji)(ji)金(jin)(jin)的(de)(de)(de)含(han)稅價(jia)格。2018年的(de)(de)(de)多輪價(jia)格調整(zheng)政(zheng)(zheng)策包含(han)增(zeng)(zeng)值稅率調整(zheng)以及(ji)政(zheng)(zheng)府性基(ji)(ji)金(jin)(jin)調整(zheng),但是大(da)部(bu)(bu)分(fen)省(sheng)(sheng)份相(xiang)應的(de)(de)(de)大(da)工(gong)(gong)業(ye)用電(dian)(dian)電(dian)(dian)度電(dian)(dian)價(jia)和容量電(dian)(dian)價(jia)并沒有(you)相(xiang)應調整(zheng)。分(fen)別選取按(an)照兩(liang)種形式(shi)(shi)公(gong)布目(mu)錄電(dian)(dian)價(jia)的(de)(de)(de)典型省(sheng)(sheng)份進行(xing)(xing)分(fen)析,以1-10kV大(da)工(gong)(gong)業(ye)用電(dian)(dian)價(jia)格為(wei)例,如表3-2所示。可以看到,通(tong)過普適性的(de)(de)(de)政(zheng)(zheng)策調整(zheng),執行(xing)(xing)目(mu)錄電(dian)(dian)價(jia)的(de)(de)(de)大(da)工(gong)(gong)業(ye)用戶(hu)(hu)并沒有(you)從中得(de)到優惠(hui),甚至(zhi)從財務角度的(de)(de)(de)用電(dian)(dian)成本(ben)變相(xiang)增(zeng)(zeng)加。
考慮本(ben)輪一般工(gong)商業電價的(de)部分降價措施為(wei)臨時性措施,各省市根據實際情況(kuang)調整(zheng)時并不一定(ding)選擇(ze)目錄銷售電價與(yu)輸配電價同步調整(zheng)。由于全國大部分電力市場化交易的(de)價格(ge)形成機(ji)制為(wei):
用電(dian)(dian)價格=上網(wang)電(dian)(dian)價+輸配電(dian)(dian)價+政府性(xing)基(ji)金
部(bu)分省份在降低(di)目錄(lu)電價(jia)的同(tong)時不同(tong)步調(diao)整輸(shu)配電價(jia),將會造(zao)成一般(ban)工商業(ye)用(yong)戶(hu)參與市(shi)(shi)場(chang)化交易意愿降低(di)甚至因為終(zhong)端用(yong)電價(jia)格高于目錄(lu)電價(jia)而拒(ju)絕參與市(shi)(shi)場(chang)化交易。
以某省(sheng)1-10kV一般工商(shang)業用電(dian)戶為例,分析其參與市(shi)場(chang)化交易與執行(xing)目錄電(dian)價(jia)的(de)區(qu)別,如(ru)表(biao)3-3所示,上網電(dian)價(jia)按照區(qu)內市(shi)場(chang)化交易平均價(jia)格取(qu)值。可以明顯(xian)看出(chu),緣于目錄銷(xiao)售電(dian)價(jia)與輸配(pei)電(dian)價(jia)調(diao)整(zheng)的(de)不同步,該類型(xing)一般工商(shang)業用電(dian)戶參與市(shi)場(chang)化交易后(hou),用電(dian)成本將提(ti)高0.0296元/kWh。
三、2019年度降費措施的展望
截至2019年4月(yue)(yue)10日,據(ju)發改價格[2019]559號文,已確認(ren)將(jiang)通過增值稅率降(jiang)低的(de)空間(jian)全部(bu)用于降(jiang)低一(yi)般工(gong)商業電價。同時(shi),國務院總理(li)李(li)克強(qiang)4月(yue)(yue)3日主持召(zhao)開(kai)國務院常務會議,會議決(jue)定(ding),從7月(yue)(yue)1日起(qi),將(jiang)國家重(zhong)大水利工(gong)程建設(she)基金和民航發展基金征收(shou)標準降(jiang)低一(yi)半。
以北京(jing)(jing)市(shi)(shi)(shi)為(wei)(wei)(wei)(wei)例,按(an)照北京(jing)(jing)市(shi)(shi)(shi)統(tong)計局數(shu)據,2017年(nian)度全社會用(yong)(yong)電(dian)量為(wei)(wei)(wei)(wei)1066.89億(yi)千(qian)瓦時(shi)(shi),測算(suan)一(yi)(yi)般(ban)(ban)工(gong)商業(ye)(ye)用(yong)(yong)電(dian)約480億(yi)千(qian)瓦時(shi)(shi)。取北京(jing)(jing)市(shi)(shi)(shi)2017年(nian)GDP增(zeng)(zeng)速6.7%為(wei)(wei)(wei)(wei)2018年(nian)用(yong)(yong)電(dian)增(zeng)(zeng)長,2018年(nian)GDP增(zeng)(zeng)速6.6%為(wei)(wei)(wei)(wei)2019年(nian)用(yong)(yong)電(dian)增(zeng)(zeng)長,假(jia)定占比不(bu)做調整,預測北京(jing)(jing)市(shi)(shi)(shi)2019年(nian)一(yi)(yi)般(ban)(ban)工(gong)商業(ye)(ye)年(nian)用(yong)(yong)電(dian)量為(wei)(wei)(wei)(wei)546億(yi)千(qian)瓦時(shi)(shi)。按(an)照當前一(yi)(yi)般(ban)(ban)工(gong)商業(ye)(ye)電(dian)價平(ping)均水(shui)平(ping)測算(suan),降(jiang)(jiang)價10%可為(wei)(wei)(wei)(wei)企業(ye)(ye)降(jiang)(jiang)低用(yong)(yong)電(dian)成本41.97億(yi)元。如僅考慮一(yi)(yi)般(ban)(ban)工(gong)商業(ye)(ye)電(dian)價增(zeng)(zeng)值稅降(jiang)(jiang)低和政府性基金降(jiang)(jiang)價形成的空間(jian),為(wei)(wei)(wei)(wei)11.92億(yi)元。考慮到北京(jing)(jing)地區產(chan)業(ye)(ye)結(jie)構調整,傳(chuan)統(tong)工(gong)業(ye)(ye)用(yong)(yong)戶持(chi)續減少,即便(bian)完全利用(yong)(yong)大工(gong)業(ye)(ye)電(dian)價增(zeng)(zeng)值稅降(jiang)(jiang)價空間(jian)補貼一(yi)(yi)般(ban)(ban)工(gong)商業(ye)(ye),其(qi)幅度也相當有(you)限,需要綜合統(tong)籌協調解決。
與北京(jing)類似的(de)省份并不少(shao)見(jian),特別是對于東部沿海的(de)經濟發達省份來說,伴隨著供(gong)給(gei)側改革(ge)的(de)深入,高(gao)(gao)附(fu)加(jia)低能耗產業對低附(fu)加(jia)值(zhi)高(gao)(gao)能耗產業的(de)逐步替代,這也意味著單純(chun)依靠政策調整實現再(zai)次降費10%的(de)目標(biao)并不輕松。
近年(nian)(nian)來,伴隨電(dian)(dian)(dian)(dian)(dian)(dian)力(li)市場建設的(de)(de)深入,市場化交(jiao)易(yi)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)持(chi)續(xu)增(zeng)長(chang)。2017年(nian)(nian)全國電(dian)(dian)(dian)(dian)(dian)(dian)力(li)市場化交(jiao)易(yi)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)約1.63萬(wan)億千(qian)瓦時,占(zhan)全社會用(yong)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)的(de)(de)26%,2018年(nian)(nian)全國電(dian)(dian)(dian)(dian)(dian)(dian)力(li)市場化交(jiao)易(yi)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)達到2.1萬(wan)億千(qian)瓦時,較2017年(nian)(nian)同比增(zeng)長(chang)30%,占(zhan)全社會用(yong)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)30%以(yi)上。發(fa)用(yong)電(dian)(dian)(dian)(dian)(dian)(dian)計劃(hua)的(de)(de)進一步放開使得越(yue)來越(yue)多的(de)(de)電(dian)(dian)(dian)(dian)(dian)(dian)力(li)用(yong)戶,特別是一般工商業電(dian)(dian)(dian)(dian)(dian)(dian)力(li)用(yong)戶參與(yu)到市場中(zhong)來,通過競爭性的(de)(de)電(dian)(dian)(dian)(dian)(dian)(dian)價談(tan)判與(yu)集中(zhong)撮合交(jiao)易(yi)享(xiang)受到用(yong)能(neng)成本的(de)(de)切實降低。
以四川(chuan)(chuan)為(wei)(wei)例,據(ju)川(chuan)(chuan)經(jing)信電力[2019]25號文(wen)的(de)(de)精神,年(nian)用(yong)(yong)電量大(da)于500萬千瓦(wa)時(shi)(shi)的(de)(de)一般(ban)工商(shang)業用(yong)(yong)電客戶已具備參與(yu)市場化(hua)交易的(de)(de)資格。選取某(mou)年(nian)用(yong)(yong)電量500萬千瓦(wa)時(shi)(shi)、電壓等級為(wei)(wei)10kV的(de)(de)商(shang)用(yong)(yong)綜合(he)體用(yong)(yong)戶。以保(bao)守條(tiao)件(jian)進行估(gu)算(suan),認為(wei)(wei)其分月用(yong)(yong)電量不隨(sui)電價變化(hua)做大(da)幅調整(zheng),用(yong)(yong)電均衡,則豐枯(ku)系數=0。
參(can)考(kao)2019年年度常規直購交易(yi)集中競價(jia)(jia)平(ping)均(jun)(jun)成(cheng)交價(jia)(jia)格0.305元/kWh計算,該用戶(hu)參(can)與市場化交易(yi)后的(de)(de)年平(ping)均(jun)(jun)用電(dian)(dian)(dian)價(jia)(jia)格約為0.7269元/kWh,較(jiao)目(mu)錄(lu)(lu)電(dian)(dian)(dian)價(jia)(jia)平(ping)段均(jun)(jun)價(jia)(jia)0.7209元/kWh高出(chu)0.006元/kWh。但(dan)是,四川(chuan)一般工商(shang)業(ye)用電(dian)(dian)(dian)按照豐枯分時(shi)電(dian)(dian)(dian)價(jia)(jia)執行(xing)(xing),考(kao)慮(lv)峰谷電(dian)(dian)(dian)價(jia)(jia)以(yi)及豐枯季節價(jia)(jia)格差異,該用戶(hu)執行(xing)(xing)目(mu)錄(lu)(lu)電(dian)(dian)(dian)價(jia)(jia)的(de)(de)年平(ping)均(jun)(jun)用電(dian)(dian)(dian)價(jia)(jia)格將達到0.8049元/kWh,遠(yuan)遠(yuan)高出(chu)參(can)與市場化交易(yi)后的(de)(de)年平(ping)均(jun)(jun)用電(dian)(dian)(dian)價(jia)(jia)格。
同時,根(gen)據市(shi)場實際運行情(qing)況,受到豐枯(ku)季(ji)市(shi)場化價格信號的(de)影響,大部(bu)分參與市(shi)場后的(de)一般工商(shang)業(ye)用(yong)戶均傾(qing)向調整其(qi)(qi)豐枯(ku)季(ji)的(de)用(yong)電比例,采用(yong)技術和管理(li)手(shou)段(duan)增加(jia)豐水(shui)(shui)期(qi)的(de)用(yong)能(neng)并減(jian)少枯(ku)水(shui)(shui)期(qi)的(de)用(yong)能(neng),由此進一步降(jiang)低其(qi)(qi)參與市(shi)場化交易后的(de)用(yong)電價格,降(jiang)低了(le)四(si)川水(shui)(shui)電機組在(zai)豐水(shui)(shui)期(qi)的(de)棄水(shui)(shui)率,實現了(le)多方的(de)共贏(ying)。
以廣(guang)(guang)東為(wei)(wei)例,據《南(nan)方(fang)區(qu)域(yu)跨(kua)區(qu)跨(kua)省電(dian)(dian)(dian)(dian)(dian)力中長(chang)期交(jiao)易(yi)規則(ze)(ze)(暫行)》(以下簡稱跨(kua)區(qu)規則(ze)(ze))已明(ming)確電(dian)(dian)(dian)(dian)(dian)力用戶和售電(dian)(dian)(dian)(dian)(dian)公司可(ke)以通過(guo)跨(kua)區(qu)線路以中長(chang)期交(jiao)易(yi)的方(fang)式購買跨(kua)區(qu)電(dian)(dian)(dian)(dian)(dian)力。參(can)考廣(guang)(guang)州(zhou)電(dian)(dian)(dian)(dian)(dian)力交(jiao)易(yi)中心發布(bu)的云南(nan)水電(dian)(dian)(dian)(dian)(dian)增(zeng)量外(wai)送(song)交(jiao)易(yi)信(xin)息,云南(nan)水電(dian)(dian)(dian)(dian)(dian)2018年(nian)(nian)年(nian)(nian)成交(jiao)均價約(yue)為(wei)(wei)0.1917元/kWh,跨(kua)區(qu)輸電(dian)(dian)(dian)(dian)(dian)費用為(wei)(wei)0.1934元/kWh(含超高壓(ya)網損,暫不(bu)考慮滇(dian)西北(bei)線路),則(ze)(ze)落地(di)側價格價格將不(bu)高于0.387元/kWh。
目(mu)前有關部門(men)正有序(xu)推進跨(kua)(kua)區(qu)規(gui)則(ze)中電力用(yong)戶(hu)和售(shou)電公司(si)與跨(kua)(kua)區(qu)電源的直接(jie)交易工作(zuo),按照廣(guang)東省內(nei)電力交易暫時執(zhi)行的價差傳導模式形成(cheng)終端用(yong)電價格,一般(ban)工商業(ye)用(yong)戶(hu),特(te)別是高附(fu)加(jia)值(zhi)一般(ban)工商業(ye)用(yong)戶(hu)參與跨(kua)(kua)區(qu)交易后度(du)電成(cheng)本(ben)降低(di)或將不低(di)于0.066元/kWh,將有利于提高此類用(yong)戶(hu)的市場競(jing)爭力。
綜上分(fen)析,要切實降低電力(li)用(yong)(yong)戶的(de)(de)用(yong)(yong)能(neng)成(cheng)本(ben),不(bu)僅要依靠政策(ce)紅利的(de)(de)釋放,也要充分(fen)發揮市(shi)(shi)場資源優化配置的(de)(de)作用(yong)(yong)。市(shi)(shi)場化交(jiao)(jiao)易雖然存在一定的(de)(de)不(bu)確定性,但是(shi)伴隨著越來(lai)越多的(de)(de)電力(li)用(yong)(yong)戶和可再(zai)生能(neng)源機組成(cheng)為市(shi)(shi)場主(zhu)體,更豐富(fu)的(de)(de)交(jiao)(jiao)易周期和交(jiao)(jiao)易品種陸續出臺,跨區線路(lu)建(jian)設的(de)(de)加(jia)速不(bu)斷擴大(da)交(jiao)(jiao)易范圍(wei),通過市(shi)(shi)場競(jing)爭(zheng)實現(xian)用(yong)(yong)能(neng)成(cheng)本(ben)的(de)(de)降低正在成(cheng)為一個不(bu)可逆轉(zhuan)的(de)(de)趨勢。
一般工商業(ye)電價(jia)降低10%和(he)再降低10%政策(ce)的(de)(de)陸續(xu)出(chu)臺是(shi)深化(hua)電力體制改(gai)革的(de)(de)一個過程。以政策(ce)紅利的(de)(de)釋放(fang)帶動供(gong)給(gei)側改(gai)革的(de)(de)加速,帶動全國電力資源(yuan)的(de)(de)跨時空優化(hua)配置,帶動終端能效水平(ping)的(de)(de)不斷提(ti)高(gao),這恐怕才是(shi)兩輪降價(jia)的(de)(de)根本目(mu)的(de)(de)。