隨著(zhu)《石油(you)(you)天(tian)然氣(qi)管(guan)(guan)網運營(ying)機制改(gai)革實(shi)施意見》的(de)正(zheng)式(shi)印發,標志著(zhu)我國油(you)(you)氣(qi)管(guan)(guan)網改(gai)革正(zheng)式(shi)進入實(shi)操執行(xing)階段,國家(jia)(jia)油(you)(you)氣(qi)管(guan)(guan)網公(gong)司(簡稱“國家(jia)(jia)管(guan)(guan)網公(gong)司”)也將應運而生(sheng)。而國家(jia)(jia)管(guan)(guan)網公(gong)司成立后(hou)實(shi)際運營(ying)中(zhong)面(mian)臨的(de)一大(da)挑戰,就是(shi)(shi)如何(he)(he)處理(li)與省(sheng)級管(guan)(guan)網公(gong)司關系。未來省(sheng)級管(guan)(guan)網公(gong)司將會(hui)何(he)(he)去何(he)(he)從,也是(shi)(shi)業界比較關系的(de)話題,對此,筆(bi)者談下自己(ji)個人的(de)觀點與判斷。
目前,對于省(sheng)級(ji)管(guan)網(wang)公司的(de)(de)定義(yi)還沒(mei)有統(tong)一(yi)的(de)(de)認識(shi)和規(gui)范,一(yi)般認為(wei)省(sheng)級(ji)管(guan)網(wang)公司是地(di)方國有企業代(dai)表地(di)方政府(fu)控股的(de)(de)省(sheng)級(ji)管(guan)道(dao)投資(zi)、建(jian)設、運(yun)營(ying)公司。初步統(tong)計,全國有21個(ge)省(sheng)份組建(jian)了30多家省(sheng)級(ji)天然氣管(guan)網(wang)公司,主(zhu)要(yao)職責為(wei)統(tong)一(yi)規(gui)劃、建(jian)設及(ji)運(yun)營(ying)管(guan)理省(sheng)內天然氣管(guan)網(wang)及(ji)其他(ta)天然氣相(xiang)關業務(wu)等(deng)。這(zhe)些省(sheng)級(ji)管(guan)網(wang)公司中,如果按照“上游(you)供(gong)氣商能否與(yu)下(xia)游(you)用戶直接交易”以及(ji)“區域管(guan)網(wang)建(jian)設運(yun)營(ying)是否為(wei)特許(xu)經營(ying)”的(de)(de)區別(bie)來劃分,省(sheng)級(ji)管(guan)網(wang)公司具體運(yun)營(ying)模式可大致歸納為(wei)三類(lei)(注:此分類(lei)參考中石油規(gui)劃院段兆(zhao)芳(fang)等(deng)人所(suo)做的(de)(de)分類(lei)。)
以浙江為代表的“統購統銷(xiao)”模式(shi),這種模式(shi)特(te)點是(shi)當地(di)省(sheng)(市)政府授權(quan)管網公司特(te)許經營當地(di)天然(ran)氣(qi)(qi)管網建設(she)及運營,同時負責區內氣(qi)(qi)源(yuan)采購、天然(ran)氣(qi)(qi)下(xia)游(you)市場開發(fa)及銷(xiao)售,形成(cheng)“多(duo)氣(qi)(qi)源(yuan)供應(ying),全省(sheng)一(yi)張網”,天然(ran)氣(qi)(qi)供應(ying)商不能與下(xia)游(you)用戶直接交易(yi)。
以廣東為代(dai)表的“允許(xu)代(dai)輸(shu)”模式,這(zhe)種模式特點是當地省(sheng)政(zheng)府授權管(guan)網(wang)公(gong)(gong)司(si)特許(xu)經營省(sheng)內天然氣管(guan)網(wang)建設及運營,省(sheng)內居民和公(gong)(gong)共(gong)服務用(yong)氣采(cai)用(yong)統籌調配模式,由(you)省(sheng)管(guan)網(wang)公(gong)(gong)司(si)統籌采(cai)購(gou)并銷(xiao)售給(gei)城(cheng)市(shi)燃氣公(gong)(gong)司(si),省(sheng)內發電、工業等用(yong)戶可直接與供氣商簽訂合同,由(you)省(sheng)管(guan)網(wang)公(gong)(gong)司(si)提(ti)供代(dai)輸(shu)服務,收取管(guan)輸(shu)費。
以江(jiang)蘇為代(dai)(dai)表(biao)的(de)“開放型(xing)”模式(shi),這種模式(shi)特點是上游供氣商可(ke)(ke)直(zhi)接與下游用(yong)戶(包括城市(shi)燃氣、終端用(yong)戶等(deng)(deng))簽訂購(gou)銷合同(tong),省內管(guan)道(dao)建設(she)運營主(zhu)體多(duo)元化,可(ke)(ke)以由供氣商、用(yong)戶等(deng)(deng)直(zhi)接建設(she),也可(ke)(ke)以通過省管(guan)網代(dai)(dai)輸。
上述三種(zhong)模式是根據(ju)不同省份氣(qi)(qi)源(yuan)來(lai)源(yuan)情況、市(shi)場消費等特(te)點組建的(de),各有特(te)點和利弊。按(an)照油(you)氣(qi)(qi)體制以及油(you)氣(qi)(qi)管網(wang)運行機制改革意見(jian),國家管網(wang)公司成(cheng)立后(hou),省級(ji)管網(wang)公司改革方向(xiang)將(jiang)主要有三種(zhong)可能:
一(yi)(yi)是(shi)成為(wei)(wei)(wei)國(guo)家(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)(si)控股(gu)(gu)的(de)子公(gong)(gong)司(si)(si)(si)(si)或參股(gu)(gu)子公(gong)(gong)司(si)(si)(si)(si)。目前現(xian)有(you)三大(da)油(you)氣企(qi)(qi)業在(zai)10多家(jia)省(sheng)(sheng)級管(guan)網(wang)(wang)(wang)持有(you)股(gu)(gu)份,按(an)照(zhao)“國(guo)有(you)大(da)型油(you)氣企(qi)(qi)業在(zai)省(sheng)(sheng)級管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)(si)中所持股(gu)(gu)權(quan),全(quan)部(bu)納入(ru)國(guo)家(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)(si)”,國(guo)家(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)(si)成立(li)后,其在(zai)廣東(dong)、浙江(jiang)省(sheng)(sheng)天然氣管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)(si)中分(fen)別占有(you)72%、60%的(de)股(gu)(gu)份,自然成為(wei)(wei)(wei)第一(yi)(yi)大(da)股(gu)(gu)東(dong),部(bu)分(fen)省(sheng)(sheng)級管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)(si)成為(wei)(wei)(wei)國(guo)家(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)(si)控股(gu)(gu)子公(gong)(gong)司(si)(si)(si)(si),還有(you)一(yi)(yi)部(bu)分(fen)成為(wei)(wei)(wei)國(guo)家(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)(si)參股(gu)(gu)子公(gong)(gong)司(si)(si)(si)(si),地方(fang)政府(fu)或其它投(tou)資者成為(wei)(wei)(wei)第一(yi)(yi)大(da)股(gu)(gu)東(dong)。
省(sheng)(sheng)級(ji)管(guan)(guan)網(wang)(wang)公(gong)(gong)司(si)如(ru)果成為(wei)國(guo)家(jia)管(guan)(guan)網(wang)(wang)公(gong)(gong)司(si)的控股子公(gong)(gong)司(si),省(sheng)(sheng)級(ji)管(guan)(guan)網(wang)(wang)公(gong)(gong)司(si)在法(fa)律上獨(du)立于國(guo)家(jia)管(guan)(guan)網(wang)(wang)公(gong)(gong)司(si),并(bing)擁有獨(du)立而(er)完整的公(gong)(gong)司(si)管(guan)(guan)理(li)組織體(ti)(ti)(ti)系,在經(jing)營方(fang)(fang)面具有較大的獨(du)立性和一(yi)(yi)定的靈活性。同時,其經(jing)營活動也(ye)要(yao)受到國(guo)家(jia)管(guan)(guan)網(wang)(wang)公(gong)(gong)司(si)的間接控制,要(yao)服從國(guo)家(jia)管(guan)(guan)網(wang)(wang)公(gong)(gong)司(si)的總(zong)(zong)體(ti)(ti)(ti)戰(zhan)略和總(zong)(zong)體(ti)(ti)(ti)利(li)益(yi)的需(xu)要(yao)。具體(ti)(ti)(ti)來說,一(yi)(yi)是(shi)剝(bo)離天然氣銷售(shou)業(ye)務,向(xiang)(xiang)單(dan)純(chun)輸配公(gong)(gong)司(si)轉變(bian),向(xiang)(xiang)第三(san)方(fang)(fang)公(gong)(gong)平開(kai)放(fang)(fang);二是(shi)輸配費(fei)用監管(guan)(guan)由省(sheng)(sheng)級(ji)及(ji)以(yi)下政府監管(guan)(guan),不(bu)同企業(ye)的運費(fei)率不(bu)一(yi)(yi)樣;三(san)是(shi)規劃(hua)、標(biao)準等(deng)要(yao)按照國(guo)家(jia)管(guan)(guan)網(wang)(wang)公(gong)(gong)司(si)統(tong)一(yi)(yi)制定,省(sheng)(sheng)內(nei)管(guan)(guan)網(wang)(wang)建設放(fang)(fang)開(kai),允(yun)許多元參與。
省(sheng)級(ji)管網(wang)(wang)公(gong)(gong)司(si)如果(guo)成(cheng)為國家管網(wang)(wang)公(gong)(gong)司(si)的參(can)股子(zi)公(gong)(gong)司(si),其經營以及管理模式與仍然單(dan)獨存(cun)在的省(sheng)級(ji)管網(wang)(wang)公(gong)(gong)司(si)一(yi)樣(yang)。
二是(shi)(shi)(shi)成為(wei)(wei)國(guo)(guo)家(jia)(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)省級(ji)分(fen)公(gong)(gong)司(si)(si)(si)。國(guo)(guo)家(jia)(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)成立(li)(li)后,從(cong)發(fa)展趨勢看,很(hen)有(you)可能在(zai)各省成立(li)(li)省級(ji)分(fen)公(gong)(gong)司(si)(si)(si)。按照(zhao)“鼓勵地方以省級(ji)管(guan)網(wang)(wang)(wang)資(zi)產入股國(guo)(guo)家(jia)(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)”,這些省級(ji)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)并入到國(guo)(guo)家(jia)(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)去(qu)后就有(you)可能成為(wei)(wei)其省級(ji)分(fen)公(gong)(gong)司(si)(si)(si)。成為(wei)(wei)國(guo)(guo)家(jia)(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)省級(ji)分(fen)公(gong)(gong)司(si)(si)(si)后,其在(zai)法律上(shang)、經濟上(shang)沒有(you)獨立(li)(li)性,不(bu)(bu)具有(you)法人(ren)(ren)資(zi)格,僅(jin)僅(jin)是(shi)(shi)(shi)國(guo)(guo)家(jia)(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)的附屬機構(gou),在(zai)業務、資(zi)金、人(ren)(ren)事等方面受國(guo)(guo)家(jia)(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)管(guan)轄。具體(ti)來(lai)說,一是(shi)(shi)(shi)只(zhi)提供輸氣服務,不(bu)(bu)能買賣氣,向第(di)三方公(gong)(gong)平開放;二是(shi)(shi)(shi)運費(fei)率(lv)由(you)(you)整個國(guo)(guo)家(jia)(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)統一決(jue)定,由(you)(you)中央政府(fu)監管(guan);三是(shi)(shi)(shi)規劃、標準等由(you)(you)國(guo)(guo)家(jia)(jia)管(guan)網(wang)(wang)(wang)公(gong)(gong)司(si)(si)(si)制定。
三是(shi)(shi)仍然(ran)單獨(du)(du)存在。對于(yu)那些沒有成為(wei)由(you)國(guo)(guo)家管(guan)(guan)網(wang)公(gong)(gong)(gong)(gong)司控股、參股或(huo)成為(wei)其(qi)分公(gong)(gong)(gong)(gong)司的省(sheng)(sheng)(sheng)級(ji)管(guan)(guan)網(wang)公(gong)(gong)(gong)(gong)司來(lai)(lai)說,仍然(ran)可以(yi)單獨(du)(du)存在。其(qi)經(jing)(jing)營(ying)(ying)模式也得與國(guo)(guo)家管(guan)(guan)網(wang)公(gong)(gong)(gong)(gong)司控股子公(gong)(gong)(gong)(gong)司模式相類似,即(ji):一(yi)(yi)是(shi)(shi)剝離天(tian)然(ran)氣銷售業(ye)務,向單純輸配(pei)公(gong)(gong)(gong)(gong)司轉變,向第三方(fang)公(gong)(gong)(gong)(gong)平開放(fang);二是(shi)(shi)輸配(pei)費用(yong)監管(guan)(guan)由(you)省(sheng)(sheng)(sheng)級(ji)及(ji)以(yi)下政府(fu)監管(guan)(guan),不(bu)同企業(ye)的運費率不(bu)一(yi)(yi)樣;三是(shi)(shi)規(gui)劃、標(biao)準等要按照國(guo)(guo)家管(guan)(guan)網(wang)公(gong)(gong)(gong)(gong)司統一(yi)(yi)制(zhi)定,省(sheng)(sheng)(sheng)內管(guan)(guan)網(wang)建設放(fang)開,允許(xu)多(duo)元參與。只是(shi)(shi)經(jing)(jing)營(ying)(ying)自(zi)主權大很多(duo)。但從未來(lai)(lai)發展趨勢(shi)看(kan),單獨(du)(du)存在的省(sheng)(sheng)(sheng)級(ji)管(guan)(guan)網(wang)公(gong)(gong)(gong)(gong)司勢(shi)必(bi)會(hui)遭到來(lai)(lai)自(zi)國(guo)(guo)家管(guan)(guan)網(wang)公(gong)(gong)(gong)(gong)司延伸(shen)至(zhi)其(qi)運營(ying)(ying)區域內的競爭(zheng)與挑戰(zhan)。
省級管網公(gong)司(si)(si)未來(lai)上述三種(zhong)改革模式或(huo)方向中(zhong),成為(wei)國家管網公(gong)司(si)(si)控(kong)股子公(gong)司(si)(si)或(huo)省級分(fen)公(gong)司(si)(si),優點是:有利(li)于減(jian)少(shao)中(zhong)間環(huan)節;有利(li)于形成“全國一張網”;有利(li)于統(tong)一規劃、調(diao)度和協調(diao)。缺點是:來(lai)自地方政(zheng)府(fu)的(de)阻(zu)力過大,尤其(qi)是成為(wei)省級分(fen)公(gong)司(si)(si)的(de)模式;而(er)且不利(li)于發揮地方在促進天然氣協調(diao)發展的(de)積極(ji)性。
如果(guo)不(bu)并入到國家管(guan)網公(gong)司,成(cheng)為參股(gu)子公(gong)司或者(zhe)仍然單獨存在的話,此(ci)方(fang)案的優(you)點是成(cheng)本低,操(cao)作(zuo)相對容易,也有利(li)于各地方(fang)根據自(zi)己實際情況促進天然氣協調發展。但缺點是,中間環節沒有減少,也不(bu)利(li)于統一規劃、調度和協調,可能遭遇“腸根阻”,不(bu)能形成(cheng)“全(quan)國一張(zhang)網”。
從目前實(shi)際情況以(yi)及改革趨勢(shi),筆者個人判斷,國家管(guan)(guan)(guan)網(wang)公(gong)(gong)司(si)(si)成立后,未來能夠真正單(dan)獨存(cun)在(zai)的省級(ji)管(guan)(guan)(guan)網(wang)公(gong)(gong)司(si)(si)會(hui)很(hen)少,或(huo)多(duo)或(huo)少地(di)都得與(yu)國家管(guan)(guan)(guan)網(wang)公(gong)(gong)司(si)(si)沾上關系,很(hen)有(you)可能按照“全國一(yi)張網(wang)”的思(si)路,省級(ji)管(guan)(guan)(guan)網(wang)公(gong)(gong)司(si)(si)將(jiang)會(hui)以(yi)市場化方式融入(ru)國家管(guan)(guan)(guan)網(wang)公(gong)(gong)司(si)(si)中去。至于以(yi)什么(me)樣的市場化方式,則會(hui)根據各地(di)實(shi)際情況而(er)有(you)所差別,不宜一(yi)刀切。