增(zeng)量(liang)配(pei)(pei)電(dian)(dian)改革(ge)推進三年多(duo)時間,一直有(you)不同(tong)聲音質疑改革(ge)效果。大家往往把目(mu)光聚焦在了(le)(le)微觀(guan)試(shi)(shi)點項(xiang)目(mu)身上,卻忽(hu)視(shi)了(le)(le)增(zeng)量(liang)配(pei)(pei)電(dian)(dian)改革(ge)發(fa)揮(hui)的全局(ju)作(zuo)用(yong)。增(zeng)量(liang)配(pei)(pei)電(dian)(dian)改革(ge)是(shi)整(zheng)個電(dian)(dian)力(li)體制(zhi)(zhi)改革(ge)甚至能源革(ge)命密不可分的重要(yao)一環,它的成(cheng)效分析(xi)不僅(jin)僅(jin)是(shi)試(shi)(shi)點項(xiang)目(mu)有(you)沒(mei)有(you)落地、投資有(you)沒(mei)有(you)錢賺、用(yong)戶電(dian)(dian)價有(you)沒(mei)有(you)降低等(deng)具體問題,更需(xu)要(yao)從(cong)全局(ju)視(shi)角(jiao)審視(shi)其(qi)對(dui)于電(dian)(dian)力(li)體制(zhi)(zhi)改革(ge)和能源革(ge)命發(fa)揮(hui)的重要(yao)作(zuo)用(yong)。
一、增量配電改革成效不應局限于微觀試點項目
增(zeng)量(liang)配電(dian)試(shi)點項(xiang)(xiang)目(mu)進展的(de)確不(bu)太順(shun)利(li)。對于(yu)新增(zeng)的(de)配電(dian)網項(xiang)(xiang)目(mu),仍然(ran)有(you)不(bu)少(shao)停留在(zai)區域劃分(fen)、存(cun)量(liang)資產處(chu)理、電(dian)網接(jie)入等落地難題上;而(er)對于(yu)存(cun)量(liang)的(de)配電(dian)網項(xiang)(xiang)目(mu),雖然(ran)相比于(yu)新增(zeng)項(xiang)(xiang)目(mu)少(shao)了落地困擾,但由于(yu)之前躉售模式向(xiang)改革以后配電(dian)服務費模式的(de)轉變,導(dao)致(zhi)大部分(fen)該類項(xiang)(xiang)目(mu)收入下(xia)降(jiang),甚至難以覆蓋其合理運(yun)維成本。
增(zeng)量(liang)配電(dian)項目推進(jin)較為曲折,但其(qi)實(shi)是(shi)(shi)一(yi)個必然(ran)過(guo)(guo)程(cheng),符合工(gong)程(cheng)項目建設周期(qi)以及(ji)改(gai)革推進(jin)的客觀(guan)規律(lv)。從工(gong)程(cheng)角(jiao)(jiao)度而言(yan),電(dian)網(wang)工(gong)程(cheng)項目規劃(hua)、選址、設計、施(shi)工(gong)、接入等本(ben)身(shen)均需花費較長(chang)時(shi)間,且工(gong)程(cheng)過(guo)(guo)程(cheng)越(yue)嚴(yan)謹,花費時(shi)間就越(yue)長(chang);從改(gai)革角(jiao)(jiao)度而言(yan),如果試點項目一(yi)帆風順,說明它符合既有(you)利益及(ji)規則,那改(gai)革必要性則存疑。另外(wai),在電(dian)量(liang)增(zeng)速(su)放緩以及(ji)降(jiang)電(dian)價(jia)的行業(ye)(ye)背景下,各類電(dian)力企業(ye)(ye)收益均不樂觀(guan),增(zeng)量(liang)配電(dian)企業(ye)(ye)也(ye)很難做(zuo)到獨善其(qi)身(shen)。因此從客觀(guan)規律(lv)及(ji)行業(ye)(ye)背景來(lai)看,增(zeng)量(liang)配電(dian)試點項目目前遇到的困難都(dou)是(shi)(shi)正常(chang)的。
但是(shi),如果(guo)僅以(yi)微觀項目(mu)遇到的困難來看(kan)待(dai)整個增量配(pei)電改(gai)(gai)革(ge)成效,則顯得有些主次(ci)不分。增量配(pei)電改(gai)(gai)革(ge)是(shi)能源(yuan)技術進步背景下(xia)我國電力體(ti)制改(gai)(gai)革(ge)和(he)能源(yuan)革(ge)命密不可(ke)分的重(zhong)要(yao)一(yi)環,通過增量配(pei)電改(gai)(gai)革(ge)促進能源(yuan)行業高質(zhi)量發展(zhan)是(shi)根本目(mu)標(biao)。在成熟時期,增量配(pei)電項目(mu)是(shi)標(biao)尺競爭的重(zhong)要(yao)參考(kao)以(yi)及能源(yuan)服務創新發展(zhan)的重(zhong)要(yao)載體(ti);而在改(gai)(gai)革(ge)初期,試點項目(mu)暴(bao)露的問(wen)題(ti)則可(ke)以(yi)為下(xia)一(yi)步改(gai)(gai)革(ge)重(zhong)點指(zhi)明方向。
二、增量配電改革為全局發揮了重要作用
增(zeng)量(liang)配(pei)電改革(ge)是本輪電力體制改革(ge)的重(zhong)(zhong)要組成(cheng)部分,也是能(neng)源革(ge)命重(zhong)(zhong)要落(luo)腳點(dian)之(zhi)一(yi)(yi)。增(zeng)量(liang)配(pei)電試(shi)點(dian)項目不易,但正因為其存在的困(kun)難(nan)和(he)爭議(yi),以及過(guo)程(cheng)中各(ge)方主體的艱苦博弈(yi),才推動(dong)了(le)我(wo)國的電力體制改革(ge)向前發展(zhan)。增(zeng)量(liang)配(pei)電這種(zhong)看似只是單一(yi)(yi)業務的改革(ge),卻以牽一(yi)(yi)發而動(dong)全身之(zhi)勢加速(su)了(le)改革(ge)的全面推進。
推動了輸配電價改革
輸配(pei)電(dian)(dian)價(jia)改革是(shi)本(ben)輪電(dian)(dian)改的(de)(de)核心,更是(shi)電(dian)(dian)改推(tui)行的(de)(de)基本(ben)。中發[2015]9號文指出(chu),輸配(pei)電(dian)(dian)價(jia)逐(zhu)步過(guo)渡到按“準許成(cheng)本(ben)加合理(li)收益”原則,分(fen)電(dian)(dian)壓等級核定(ding)(ding)。雖然有(you)一套嚴謹的(de)(de)計算方法核定(ding)(ding)輸配(pei)電(dian)(dian)價(jia),但準許成(cheng)本(ben)是(shi)多少、分(fen)電(dian)(dian)壓等級成(cheng)本(ben)又(you)是(shi)多少,對于社會以及政(zheng)府而(er)言(yan)很(hen)難有(you)直觀認(ren)識。而(er)最終核定(ding)(ding)的(de)(de)輸配(pei)電(dian)(dian)價(jia)是(shi)否合理(li),又(you)很(hen)難有(you)實際反饋效果(guo)。
增量配電改(gai)革的目(mu)的之一(yi),是(shi)希望通過標尺(chi)競(jing)爭(zheng)發現合(he)理(li)配電價(jia)格并提升電網(wang)投資經營效率(lv)。雖然目(mu)前還沒有成熟(shu)的規模化增量配電網(wang),但標尺(chi)競(jing)爭(zheng)發現合(he)理(li)輸配電價(jia)的效果已經顯現。
不少增量配(pei)(pei)(pei)電(dian)(dian)項目不被看(kan)好的(de)一(yi)個主要原因(yin)是(shi)現有價(jia)(jia)格(ge)機制較(jiao)難(nan)回(hui)收(shou)增量配(pei)(pei)(pei)電(dian)(dian)項目投資(zi)的(de)“準許成本”與“合(he)(he)理收(shou)益”。究其原因(yin),大多數省級輸配(pei)(pei)(pei)電(dian)(dian)價(jia)(jia)表核定結(jie)果(guo)給予(yu)配(pei)(pei)(pei)電(dian)(dian)網(wang)(wang)的(de)價(jia)(jia)格(ge)空間并不夠。這樣輸配(pei)(pei)(pei)電(dian)(dian)價(jia)(jia)表核定結(jie)果(guo)的(de)合(he)(he)理性(xing),便通過增量配(pei)(pei)(pei)電(dian)(dian)業(ye)務清(qing)晰透明地反映出來了。更進(jin)一(yi)步,借(jie)助增量配(pei)(pei)(pei)電(dian)(dian)網(wang)(wang)價(jia)(jia)格(ge)機制的(de)研究,對于厘清(qing)輸配(pei)(pei)(pei)電(dian)(dian)價(jia)(jia)中的(de)交(jiao)叉補貼又(you)具(ju)有重要推動作用(yong)。
促進了電網企業服務水平和經營效率的提升
增(zeng)(zeng)量配(pei)(pei)(pei)電(dian)(dian)(dian)改(gai)(gai)(gai)革帶來的(de)(de)(de)競爭效果也包括(kuo)促進電(dian)(dian)(dian)網(wang)(wang)公(gong)司(si)服務(wu)水平的(de)(de)(de)上(shang)升。即便大部分增(zeng)(zeng)量配(pei)(pei)(pei)電(dian)(dian)(dian)項目(mu)(mu)仍然(ran)處于落地(di)過(guo)程中的(de)(de)(de)艱苦博弈階段,但對既有(you)電(dian)(dian)(dian)網(wang)(wang)企業的(de)(de)(de)刺激(ji)以(yi)及帶來的(de)(de)(de)服務(wu)和(he)經營(ying)水平的(de)(de)(de)提(ti)升也是相當明顯的(de)(de)(de)。例如,增(zeng)(zeng)量配(pei)(pei)(pei)電(dian)(dian)(dian)改(gai)(gai)(gai)革之前,有(you)些園(yuan)區(qu)的(de)(de)(de)招商引資會受限于當地(di)電(dian)(dian)(dian)網(wang)(wang)公(gong)司(si)配(pei)(pei)(pei)網(wang)(wang)項目(mu)(mu)建設(she)的(de)(de)(de)響應速度(du),這(zhe)(zhe)也是這(zhe)(zhe)些園(yuan)區(qu)希望參與增(zeng)(zeng)量配(pei)(pei)(pei)電(dian)(dian)(dian)改(gai)(gai)(gai)革的(de)(de)(de)主(zhu)要動機之一(yi)。而為了(le)(le)應對增(zeng)(zeng)量配(pei)(pei)(pei)電(dian)(dian)(dian)改(gai)(gai)(gai)革的(de)(de)(de)市場競爭,并防止(zhi)形成過(guo)多的(de)(de)(de)電(dian)(dian)(dian)網(wang)(wang)投資以(yi)外的(de)(de)(de)存(cun)量配(pei)(pei)(pei)電(dian)(dian)(dian)網(wang)(wang),電(dian)(dian)(dian)網(wang)(wang)公(gong)司(si)對于園(yuan)區(qu)配(pei)(pei)(pei)網(wang)(wang)項目(mu)(mu)建設(she)的(de)(de)(de)響應速度(du)已經大幅度(du)提(ti)升,而這(zhe)(zhe)種服務(wu)提(ti)升的(de)(de)(de)確也使得原本打(da)算(suan)參與增(zeng)(zeng)量配(pei)(pei)(pei)電(dian)(dian)(dian)改(gai)(gai)(gai)革的(de)(de)(de)園(yuan)區(qu)放(fang)棄(qi)了(le)(le)開展增(zeng)(zeng)量配(pei)(pei)(pei)電(dian)(dian)(dian)業務(wu)的(de)(de)(de)打(da)算(suan)。
除此以外(wai),增量配電(dian)業(ye)務(wu)引發了行業(ye)對于電(dian)網(wang)投資成(cheng)本與可(ke)靠性(xing)關(guan)系、差異(yi)化(hua)供電(dian)服務(wu)收(shou)費、用戶(hu)工(gong)程(cheng)等問題的關(guan)注和討論(lun),對于倒逼傳統電(dian)網(wang)企業(ye)提升(sheng)經營效率具有重要作用。
加速了綜合能源服務的創新發展
綜(zong)合(he)(he)能(neng)(neng)源(yuan)服務是(shi)我國能(neng)(neng)源(yuan)轉型和高質量(liang)發展(zhan)的重要(yao)方向,而區域(yu)綜(zong)合(he)(he)供(gong)(gong)能(neng)(neng)系統(tong)更是(shi)綜(zong)合(he)(he)能(neng)(neng)源(yuan)服務的重點內(nei)容。傳統(tong)電網模式下,區域(yu)綜(zong)合(he)(he)供(gong)(gong)能(neng)(neng)系統(tong)無法直接(jie)向區域(yu)內(nei)用戶供(gong)(gong)電。而增量(liang)配電網卻為(wei)這種模式提(ti)供(gong)(gong)了技術基(ji)礎和交易基(ji)礎,為(wei)區域(yu)綜(zong)合(he)(he)供(gong)(gong)能(neng)(neng)系統(tong)的模式創新(xin)提(ti)供(gong)(gong)了良好的外部環境。
配(pei)電(dian)服(fu)務微利收益的特點(dian)是由其自然壟斷屬(shu)性和公共服(fu)務屬(shu)性所決定的,但正因為(wei)其微利特點(dian)以及資(zi)本逐(zhu)利的特點(dian),使得(de)大部分增量配(pei)電(dian)投資(zi)方不(bu)(bu)得(de)不(bu)(bu)主(zhu)動(dong)開展(zhan)增值服(fu)務、創(chuang)新(xin)傳統配(pei)售(shou)電(dian)以外的綜(zong)合能源服(fu)務以提升項目(mu)收益;而(er)增量配(pei)電(dian)企(qi)業主(zhu)動(dong)發展(zhan)綜(zong)合能源服(fu)務的行為(wei),也倒逼了(le)傳統電(dian)網公司往綜(zong)合能源服(fu)務商的加速轉型(xing)。
挖掘了電力行業巨大的新興投資市場
增量配(pei)(pei)電(dian)(dian)(dian)業務(wu)的(de)放開,給(gei)廣大(da)(da)社會(hui)資(zi)本(ben)提供(gong)(gong)了巨大(da)(da)的(de)電(dian)(dian)(dian)力業務(wu)投(tou)資(zi)機會(hui)。不(bu)僅如此,資(zi)本(ben)對配(pei)(pei)電(dian)(dian)(dian)投(tou)資(zi)的(de)興(xing)趣,也(ye)正逐步由公共(gong)配(pei)(pei)電(dian)(dian)(dian)網(wang)延(yan)伸到用戶側配(pei)(pei)電(dian)(dian)(dian)項(xiang)目(mu)(mu)。用戶側配(pei)(pei)電(dian)(dian)(dian)項(xiang)目(mu)(mu)可(ke)(ke)以分為兩類(lei):一類(lei)是規(gui)(gui)模較(jiao)大(da)(da)、供(gong)(gong)電(dian)(dian)(dian)電(dian)(dian)(dian)壓等級較(jiao)高,可(ke)(ke)依托其發展(zhan)為公共(gong)配(pei)(pei)電(dian)(dian)(dian)網(wang);另(ling)一類(lei)是規(gui)(gui)模較(jiao)小、供(gong)(gong)電(dian)(dian)(dian)電(dian)(dian)(dian)壓等級較(jiao)低,雖(sui)然不(bu)適(shi)合發展(zhan)為公共(gong)配(pei)(pei)電(dian)(dian)(dian)網(wang),但同樣擁有相(xiang)當大(da)(da)的(de)投(tou)資(zi)價值,且其市(shi)場規(gui)(gui)模并不(bu)亞(ya)于公共(gong)配(pei)(pei)電(dian)(dian)(dian)網(wang)。
用(yong)(yong)戶(hu)(hu)(hu)配(pei)電(dian)(dian)項目對(dui)于(yu)用(yong)(yong)戶(hu)(hu)(hu)而言僅僅是解(jie)決其供電(dian)(dian)問(wen)題的(de)剛(gang)需,但初始投(tou)資費用(yong)(yong)及后(hou)期運(yun)維費用(yong)(yong)對(dui)于(yu)用(yong)(yong)戶(hu)(hu)(hu)而言均不可(ke)小視。通(tong)過(guo)(guo)引入專(zhuan)業配(pei)電(dian)(dian)投(tou)資方(fang)(fang)(fang),對(dui)于(yu)減(jian)輕(qing)用(yong)(yong)戶(hu)(hu)(hu)電(dian)(dian)力成(cheng)本具有重要(yao)作用(yong)(yong)。一方(fang)(fang)(fang)面,對(dui)于(yu)用(yong)(yong)戶(hu)(hu)(hu)側存量(liang)配(pei)電(dian)(dian)資產,可(ke)通(tong)過(guo)(guo)剝離、收(shou)購(gou)、租賃等(deng)方(fang)(fang)(fang)式進行盤活,為(wei)用(yong)(yong)戶(hu)(hu)(hu)創造可(ke)觀現(xian)金收(shou)入的(de)直接(jie)價值和因專(zhuan)業運(yun)維帶來能(neng)(neng)效(xiao)提升(sheng)的(de)間接(jie)價值;另(ling)一方(fang)(fang)(fang)面,對(dui)于(yu)用(yong)(yong)戶(hu)(hu)(hu)側新增配(pei)電(dian)(dian)資產,更可(ke)通(tong)過(guo)(guo)配(pei)電(dian)(dian)投(tou)資方(fang)(fang)(fang)直接(jie)投(tou)資的(de)方(fang)(fang)(fang)式,減(jian)少用(yong)(yong)戶(hu)(hu)(hu)建設資本金壓(ya)力和融資成(cheng)本壓(ya)力。用(yong)(yong)戶(hu)(hu)(hu)側配(pei)電(dian)(dian)投(tou)資方(fang)(fang)(fang)則可(ke)依托用(yong)(yong)戶(hu)(hu)(hu)側配(pei)電(dian)(dian)資產拓展售電(dian)(dian)、節(jie)能(neng)(neng)等(deng)業務(wu),進一步提升(sheng)項目投(tou)資效(xiao)益(yi)以及用(yong)(yong)戶(hu)(hu)(hu)用(yong)(yong)能(neng)(neng)效(xiao)率。
三、增量配電發展建議
建立(li)長效機制,堅定行(xing)(xing)(xing)業(ye)(ye)(ye)信(xin)(xin)心。目(mu)前(qian),增量配電(dian)(dian)(dian)業(ye)(ye)(ye)務開展(zhan)基本(ben)是以試(shi)點(dian)項(xiang)目(mu)的(de)形式。通過(guo)(guo)試(shi)點(dian)項(xiang)目(mu)探(tan)索增量配電(dian)(dian)(dian)業(ye)(ye)(ye)務的(de)合理發展(zhan)模式并沒問題,但(dan)行(xing)(xing)(xing)業(ye)(ye)(ye)始終(zhong)會(hui)(hui)(hui)擔心還(huan)會(hui)(hui)(hui)不(bu)會(hui)(hui)(hui)有(you)下一批(pi)試(shi)點(dian)。而(er)這(zhe)種(zhong)擔心,一方(fang)面會(hui)(hui)(hui)讓(rang)既定項(xiang)目(mu)業(ye)(ye)(ye)主在博弈(yi)過(guo)(guo)程(cheng)中(zhong)信(xin)(xin)心不(bu)足;另一方(fang)面,潛在項(xiang)目(mu)也不(bu)敢冒(mao)然(ran)投入人力(li)、財力(li)對(dui)其可(ke)行(xing)(xing)(xing)性進行(xing)(xing)(xing)論證,而(er)這(zhe)也會(hui)(hui)(hui)造(zao)成一旦試(shi)點(dian)申(shen)(shen)報發布,會(hui)(hui)(hui)讓(rang)項(xiang)目(mu)缺少足夠時間(jian)進行(xing)(xing)(xing)可(ke)行(xing)(xing)(xing)性研(yan)究,從(cong)而(er)增加了試(shi)點(dian)盲目(mu)申(shen)(shen)報的(de)風險。建立(li)增量配電(dian)(dian)(dian)長效機制的(de)好處(chu)就(jiu)在于(yu),既可(ke)以讓(rang)行(xing)(xing)(xing)業(ye)(ye)(ye)堅定改革信(xin)(xin)心,又可(ke)以讓(rang)潛在項(xiang)目(mu)有(you)充(chong)足時間(jian)和充(chong)分(fen)機制去評估其可(ke)行(xing)(xing)(xing)性,從(cong)而(er)提升(sheng)增量配電(dian)(dian)(dian)項(xiang)目(mu)的(de)成功概(gai)率。
完善價(jia)(jia)格(ge)機制(zhi),保(bao)障(zhang)配(pei)網投(tou)資(zi)合(he)理(li)收益。增量配(pei)電(dian)(dian)價(jia)(jia)格(ge)機制(zhi)是目(mu)(mu)(mu)前增量配(pei)電(dian)(dian)項目(mu)(mu)(mu)落地過程中面臨的主要(yao)問題(ti)之(zhi)一。合(he)理(li)的價(jia)(jia)格(ge)機制(zhi),對于減少社會資(zi)本(ben)投(tou)資(zi)風險,提升增量配(pei)電(dian)(dian)業務投(tou)資(zi)吸引力具有(you)重(zhong)要(yao)作(zuo)用。目(mu)(mu)(mu)前,增量配(pei)電(dian)(dian)價(jia)(jia)格(ge)機制(zhi)的問題(ti)已經得到重(zhong)視,未(wei)來應進一步(bu)結合(he)輸配(pei)電(dian)(dian)價(jia)(jia)改(gai)革(ge)逐步(bu)完善,以保(bao)障(zhang)增量配(pei)電(dian)(dian)項目(mu)(mu)(mu)的健康發展。
延伸用(yong)戶(hu)市(shi)(shi)場(chang)(chang),進(jin)一步釋放(fang)(fang)(fang)“放(fang)(fang)(fang)開兩頭(tou)”的改(gai)革(ge)(ge)紅(hong)利(li)(li)。用(yong)戶(hu)側(ce)配電(dian)(dian)資(zi)(zi)產投(tou)(tou)(tou)資(zi)(zi)是由對公共(gong)配電(dian)(dian)網(wang)(wang)投(tou)(tou)(tou)資(zi)(zi)逐(zhu)(zhu)步延伸出來(lai)的新興配電(dian)(dian)投(tou)(tou)(tou)資(zi)(zi)市(shi)(shi)場(chang)(chang),結合用(yong)戶(hu)側(ce)配電(dian)(dian)資(zi)(zi)產投(tou)(tou)(tou)資(zi)(zi)有(you)助于(yu)提升增(zeng)(zeng)量配電(dian)(dian)網(wang)(wang)整體收(shou)益,并(bing)有(you)效降低用(yong)戶(hu)電(dian)(dian)力(li)(li)使用(yong)成本(ben)。用(yong)戶(hu)側(ce)配電(dian)(dian)投(tou)(tou)(tou)資(zi)(zi)市(shi)(shi)場(chang)(chang)目(mu)前缺少專門法律(lv)、政策(ce)支持(chi),增(zeng)(zeng)量配電(dian)(dian)改(gai)革(ge)(ge)則為用(yong)戶(hu)配電(dian)(dian)資(zi)(zi)產投(tou)(tou)(tou)資(zi)(zi)市(shi)(shi)場(chang)(chang)的合法化(hua)(hua)、規范化(hua)(hua)創造(zao)了一個有(you)利(li)(li)契機(ji)(ji)。在增(zeng)(zeng)量配電(dian)(dian)改(gai)革(ge)(ge)過程中重視用(yong)戶(hu)配電(dian)(dian)市(shi)(shi)場(chang)(chang)的合理需(xu)求,并(bing)根據不同業務類型(xing)區分其壟(long)斷性和競爭性的業務性質,并(bing)逐(zhu)(zhu)步建立與(yu)之相適應的回(hui)收(shou)機(ji)(ji)制和政策(ce)保障機(ji)(ji)制,能夠(gou)進(jin)一步釋放(fang)(fang)(fang)“放(fang)(fang)(fang)開兩頭(tou)”的改(gai)革(ge)(ge)紅(hong)利(li)(li),給予社會資(zi)(zi)本(ben)更廣闊的配電(dian)(dian)市(shi)(shi)場(chang)(chang)投(tou)(tou)(tou)資(zi)(zi)空(kong)間(jian),并(bing)激發(fa)目(mu)前低迷的電(dian)(dian)力(li)(li)投(tou)(tou)(tou)資(zi)(zi)市(shi)(shi)場(chang)(chang)活力(li)(li)。