自國家電改9號文頒布以來,電力市場風起云涌,售電公司也猶如打了雞血,雨后春筍般地拔地而起,萬家爭搶萬億市場。作為這一市場主體的“鯰魚”----售電公司,確實為國家電改的推進、電力市場的活躍做了很多貢獻,一路走下來,從行業盈利大豐收到零價差乃至部分虧損嚴重,真可謂是“酸甜苦辣咸”五味俱全。回想今年以來受行業洗牌的影響,各地售電公司紛紛轉讓、退市的現象,大家不禁對售電公司的未來產生了迷茫,售電公司的價值在哪?小編在此收集匯總后,覺得有必要再闡述一遍。
售(shou)電公司(si)期初的(de)的(de)角(jiao)色往往就是(shi)(shi)代(dai)理(li),準確來說其實就是(shi)(shi)零售(shou)。因為(wei)電不(bu)能儲(chu)存(cun),雖然減掉了庫(ku)存(cun)多少(shao)的(de)決策(ce),但增加了偏差電量衡量的(de)困難,兩者對沖(chong),總的(de)難度相(xiang)差不(bu)多,傳統商業(ye)中零售(shou)商所遇到的(de)事情(qing)售(shou)電商應該(gai)都能遇到。因此,“存(cun)在即有價值(zhi)”從傳統零售(shou)企(qi)業(ye)的(de)存(cun)在理(li)由來看,今天的(de)售(shou)電公司(si)價值(zhi)不(bu)失為(wei)一個很好體(ti)現的(de)角(jiao)度。
要了(le)解(jie)售電公(gong)司的(de)價值和作用,就要從電力產(chan)品和銷售的(de)特(te)殊性考慮。大云網分(fen)析師認(ren)為,作為新興行業(ye)的(de)售電公(gong)司主要有以下(xia)三大方面的(de)價值體現:
1、有效降(jiang)低交(jiao)易(yi)費用。通(tong)過(guo)(guo)售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司專(zhuan)業代(dai)(dai)(dai)理,可(ke)為用電(dian)(dian)(dian)(dian)企業減少三(san)類成(cheng)(cheng)(cheng)本(ben)(ben):一(yi)是(shi)(shi)(shi)規(gui)避偏差電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)的(de)考核(he)風險。客戶(hu)選(xuan)擇(ze)通(tong)過(guo)(guo)售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司代(dai)(dai)(dai)理參與交(jiao)易(yi),可(ke)以避免偏差電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)考核(he)。從這個(ge)意義(yi)上說,各地嚴格(ge)的(de)偏差電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)考核(he)制度,是(shi)(shi)(shi)有利于售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司發展的(de),像廣東(dong)售(shou)(shou)電(dian)(dian)(dian)(dian)市(shi)(shi)場最為活躍(yue)的(de)現(xian)實就是(shi)(shi)(shi)最好的(de)驗(yan)證(zheng)。“溺(ni)愛的(de)孩子往往得不(bu)(bu)到堅實的(de)成(cheng)(cheng)(cheng)長(chang)”。那些過(guo)(guo)寬、過(guo)(guo)松(song)甚至免以偏差電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)考核(he)的(de)省份,邏(luo)輯上講是(shi)(shi)(shi)變相對(dui)指定(ding)用戶(hu)優惠(hui)讓(rang)價的(de)行為。二(er)是(shi)(shi)(shi)增加市(shi)(shi)場議價能(neng)(neng)力。售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司通(tong)過(guo)(guo)打包(bao)用戶(hu)后形成(cheng)(cheng)(cheng)“電(dian)(dian)(dian)(dian)力池(chi)”,交(jiao)易(yi)電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)規(gui)模大,一(yi)個(ge)售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司的(de)購(gou)電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)可(ke)以超(chao)過(guo)(guo)武鋼,你(ni)說議價能(neng)(neng)力強(qiang)不(bu)(bu)強(qiang),議價能(neng)(neng)力的(de)提升就是(shi)(shi)(shi)節(jie)約(yue)的(de)購(gou)電(dian)(dian)(dian)(dian)成(cheng)(cheng)(cheng)本(ben)(ben)了。三(san)是(shi)(shi)(shi)節(jie)約(yue)客戶(hu)人(ren)工(gong)成(cheng)(cheng)(cheng)本(ben)(ben)。用戶(hu)通(tong)過(guo)(guo)售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司代(dai)(dai)(dai)理后,所有交(jiao)易(yi)事(shi)項交(jiao)由(you)售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司代(dai)(dai)(dai)理參與,無需(xu)再聘請專(zhuan)業人(ren)員參與市(shi)(shi)場交(jiao)易(yi)。“讓(rang)專(zhuan)業的(de)人(ren)做(zuo)專(zhuan)業的(de)事(shi)”,可(ke)為用戶(hu)大大節(jie)約(yue)人(ren)力和(he)時間成(cheng)(cheng)(cheng)本(ben)(ben)。
2、提(ti)升(sheng)社會(hui)(hui)商(shang)業增(zeng)(zeng)值(zhi)。通過(guo)售電(dian)(dian)公(gong)(gong)司(si)(si)操作及提(ti)供(gong)的(de)增(zeng)(zeng)值(zhi)服務(wu),無論是(shi)對于售電(dian)(dian)公(gong)(gong)司(si)(si)、電(dian)(dian)力(li)(li)消(xiao)(xiao)費(fei)者還是(shi)全社會(hui)(hui),三方都(dou)會(hui)(hui)受益。縱向(xiang)上來(lai)(lai)看,沿著(zhu)產業鏈(lian)可(ke)延(yan)伸到(dao)客戶產權以(yi)內(nei)的(de)電(dian)(dian)力(li)(li)工(gong)程、電(dian)(dian)力(li)(li)運維、需(xu)求側管(guan)理及各類電(dian)(dian)務(wu)服務(wu)。橫向(xiang)上來(lai)(lai)講,還可(ke)裂變出燃氣、冷(leng)熱電(dian)(dian)三聯(lian)供(gong)什(shen)么(me)的(de),借助(zhu)國家大數據、云(yun)計算及新(xin)技術的(de)推廣(guang),新(xin)能源、能源互(hu)聯(lian)網等很多(duo)業務(wu)都(dou)很快(kuai)成為(wei)現實。零售賣(mai)的(de)是(shi)什(shen)么(me)?一是(shi)有形的(de)商(shang)品,二是(shi)無形的(de)服務(wu)。電(dian)(dian)要(yao)回(hui)歸商(shang)品屬性,國家電(dian)(dian)力(li)(li)體制(zhi)改革(ge)使電(dian)(dian)力(li)(li)相(xiang)關的(de)服務(wu)正式進入了售電(dian)(dian)公(gong)(gong)司(si)(si)的(de)發展戰略和(he)核心(xin)業務(wu)。制(zhi)度上的(de)保證和(he)公(gong)(gong)司(si)(si)內(nei)在(zai)發展的(de)雙管(guan)齊(qi)下,售電(dian)(dian)公(gong)(gong)司(si)(si)的(de)延(yan)伸和(he)增(zeng)(zeng)值(zhi)服務(wu)一定會(hui)(hui)越來(lai)(lai)越好,并能創造出更多(duo)的(de)能源消(xiao)(xiao)費(fei)形態和(he)商(shang)業模式,相(xiang)信全社會(hui)(hui)的(de)用能水平(ping)也會(hui)(hui)因售電(dian)(dian)公(gong)(gong)司(si)(si)的(de)存在(zai)而得到(dao)快(kuai)速提(ti)升(sheng)。
3、有(you)利促(cu)(cu)進(jin)市(shi)(shi)(shi)場(chang)(chang)(chang)形成。大(da)家知道,作為新(xin)生行業的(de)(de)(de)售(shou)電(dian)(dian)市(shi)(shi)(shi)場(chang)(chang)(chang),曾幾何時(shi),很(hen)多(duo)人曾一(yi)(yi)頭霧(wu)水,電(dian)(dian)一(yi)(yi)直(zhi)是看得見摸不著的(de)(de)(de),能(neng)拿(na)來賣?不可(ke)(ke)思議!電(dian)(dian)改推(tui)行的(de)(de)(de)直(zhi)接交易雖然開放(fang)(fang)了批(pi)發(fa)市(shi)(shi)(shi)場(chang)(chang)(chang),但沒有(you)零售(shou)市(shi)(shi)(shi)場(chang)(chang)(chang),高高的(de)(de)(de)門(men)檻(jian)大(da)多(duo)數中(zhong)小企(qi)業是很(hen)難(nan)邁進(jin)的(de)(de)(de)。沒有(you)中(zhong)小電(dian)(dian)力(li)(li)(li)用(yong)戶(hu)的(de)(de)(de)參與,很(hen)難(nan)說(shuo)這(zhe)是一(yi)(yi)個開放(fang)(fang)的(de)(de)(de)市(shi)(shi)(shi)場(chang)(chang)(chang)。再(zai)者,電(dian)(dian)力(li)(li)(li)商(shang)(shang)品畢(bi)竟不同于(yu)一(yi)(yi)般的(de)(de)(de)商(shang)(shang)品,不能(neng)儲(chu)存、也不能(neng)一(yi)(yi)手交錢一(yi)(yi)手交貨,因而迫切(qie)需(xu)要(yao)一(yi)(yi)個專業的(de)(de)(de)組織來充當眾多(duo)中(zhong)小電(dian)(dian)力(li)(li)(li)用(yong)戶(hu)的(de)(de)(de)代理人。而售(shou)電(dian)(dian)公(gong)司(si)(si)(si)正是以這(zhe)樣(yang)(yang)的(de)(de)(de)身份起到重(zhong)要(yao)的(de)(de)(de)橋梁和(he)(he)中(zhong)介作用(yong)。通過售(shou)電(dian)(dian)公(gong)司(si)(si)(si)的(de)(de)(de)宣傳和(he)(he)促(cu)(cu)進(jin),激發(fa)了社會各方參與電(dian)(dian)力(li)(li)(li)市(shi)(shi)(shi)場(chang)(chang)(chang)的(de)(de)(de)活力(li)(li)(li),擴大(da)了電(dian)(dian)力(li)(li)(li)市(shi)(shi)(shi)場(chang)(chang)(chang)的(de)(de)(de)廣(guang)度和(he)(he)深(shen)度。可(ke)(ke)以這(zhe)樣(yang)(yang)說(shuo),有(you)了售(shou)電(dian)(dian)公(gong)司(si)(si)(si)不懈的(de)(de)(de)努力(li)(li)(li),電(dian)(dian)力(li)(li)(li)市(shi)(shi)(shi)場(chang)(chang)(chang)才(cai)真(zhen)是一(yi)(yi)個真(zhen)市(shi)(shi)(shi)場(chang)(chang)(chang)。
當然,有(you)收(shou)(shou)入就(jiu)會有(you)成(cheng)(cheng)(cheng)本(ben),天下沒有(you)免費的(de)(de)(de)(de)(de)午餐(can)。無端的(de)(de)(de)(de)(de)多了(le)一個售(shou)(shou)電(dian)(dian)(dian)(dian)環(huan)節,增加(jia)的(de)(de)(de)(de)(de)成(cheng)(cheng)(cheng)本(ben)顯而可(ke)見(相對服務和收(shou)(shou)益(yi)來(lai)講(jiang),從(cong)成(cheng)(cheng)(cheng)本(ben)學來(lai)講(jiang)又(you)可(ke)以可(ke)接受(shou))。電(dian)(dian)(dian)(dian)力(li)(li)的(de)(de)(de)(de)(de)網絡性(xing)(xing)使得電(dian)(dian)(dian)(dian)力(li)(li)的(de)(de)(de)(de)(de)銷(xiao)售(shou)(shou)不像一般零售(shou)(shou)商(shang)品那(nei)樣,需要(yao)(yao)(yao)供(gong)應鏈(lian)的(de)(de)(de)(de)(de)配合(he)和支撐,從(cong)物流上來(lai)說(shuo),電(dian)(dian)(dian)(dian)的(de)(de)(de)(de)(de)傳遞是靠電(dian)(dian)(dian)(dian)網和電(dian)(dian)(dian)(dian)網企(qi)業(ye)來(lai)完成(cheng)(cheng)(cheng)的(de)(de)(de)(de)(de),我們不能說(shuo),電(dian)(dian)(dian)(dian)力(li)(li)零售(shou)(shou)“是電(dian)(dian)(dian)(dian)力(li)(li)行業(ye)的(de)(de)(de)(de)(de)商(shang)業(ye)環(huan)節,商(shang)業(ye)是社會分工的(de)(de)(de)(de)(de)重(zhong)要(yao)(yao)(yao)組(zu)成(cheng)(cheng)(cheng)部分”而論證售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司存(cun)在的(de)(de)(de)(de)(de)合(he)理(li)性(xing)(xing)。那(nei)是因為它(ta)是什(shen)么所(suo)以需要(yao)(yao)(yao)它(ta)的(de)(de)(de)(de)(de)循環(huan)論證。局限變了(le),環(huan)境變了(le),我們要(yao)(yao)(yao)論證新(xin)組(zu)織的(de)(de)(de)(de)(de)合(he)理(li)性(xing)(xing),就(jiu)必(bi)須在新(xin)的(de)(de)(de)(de)(de)條件下,在收(shou)(shou)入與成(cheng)(cheng)(cheng)本(ben)的(de)(de)(de)(de)(de)比較中(zhong)(zhong)來(lai)選擇。那(nei)么,通(tong)(tong)過售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司能給(gei)用(yong)戶(hu)新(xin)增加(jia)的(de)(de)(de)(de)(de)價值是什(shen)么呢(ni)?最顯而易見的(de)(de)(de)(de)(de)是降低偏差(cha)電(dian)(dian)(dian)(dian)量考核的(de)(de)(de)(de)(de)收(shou)(shou)益(yi)。說(shuo)更直接來(lai)說(shuo),用(yong)戶(hu)通(tong)(tong)過售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司集中(zhong)(zhong)代理(li),可(ke)有(you)效轉(zhuan)移參加(jia)電(dian)(dian)(dian)(dian)力(li)(li)交易的(de)(de)(de)(de)(de)風險。根據廣東電(dian)(dian)(dian)(dian)力(li)(li)交易中(zhong)(zhong)心發(fa)布《關于(yu)2018年1月份廣東電(dian)(dian)(dian)(dian)力(li)(li)市場結(jie)算情況通(tong)(tong)知(zhi)》來(lai)看,售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司獲(huo)利為0.17億(yi)元,有(you)35家(jia)售(shou)(shou)電(dian)(dian)(dian)(dian)公(gong)司虧(kui)損;電(dian)(dian)(dian)(dian)力(li)(li)用(yong)戶(hu)獲(huo)利7.19億(yi)元,占總獲(huo)利97.73%!可(ke)見,除了(le)偏差(cha)電(dian)(dian)(dian)(dian)量中(zhong)(zhong)隱含的(de)(de)(de)(de)(de)知(zhi)識成(cheng)(cheng)(cheng)本(ben)有(you)多大外(wai),也反映出售(shou)(shou)電(dian)(dian)(dian)(dian)小伙伴(ban)們“拿著(zhu)賣白菜的(de)(de)(de)(de)(de)錢,操著(zhu)賣白粉的(de)(de)(de)(de)(de)心”的(de)(de)(de)(de)(de)辛苦現象。
另外,由于電力(li)技術(shu)密(mi)集,產業(ye)鏈較長,售(shou)電延(yan)伸至客戶端可(ke)想象的空(kong)間十(shi)分極(ji)大。電務(wu)服(fu)務(wu)、電力(li)工(gong)程、需求側(ce)響(xiang)應、多能(neng)互(hu)補、新能(neng)源、智能(neng)用(yong)電、儲能(neng)、微電網、金融(rong)、綜合能(neng)源等(deng)服(fu)務(wu)的加入,也因售(shou)電行為(wei)而延(yan)伸的服(fu)務(wu)市場與電能(neng)銷售(shou)相比,已(yi)不(bu)是同一(yi)個數量級,因此,售(shou)電可(ke)能(neng)就(jiu)是一(yi)個杠桿,只要找到合適的著力(li)點,未來的售(shou)電增值(zhi)服(fu)務(wu)一(yi)定(ding)會超越售(shou)電而成為(wei)主業(ye),有(you)作(zuo)為(wei)的售(shou)電公司的價值(zhi)將逐漸(jian)得以展(zhan)現(xian)。
售(shou)電(dian)(dian)分(fen)析師認為(wei)(wei),隨著電(dian)(dian)改的(de)(de)深入和(he)市(shi)場(chang)的(de)(de)需求,售(shou)電(dian)(dian)將(jiang)成為(wei)(wei)免(mian)費(fei)。用(yong)電(dian)(dian)代理服務也將(jiang)成為(wei)(wei)一個營銷手段。雖然受市(shi)場(chang)監(jian)督還不夠規范、行業(ye)固有(you)利益要(yao)待打破、交易受干預太多等原因影響,現(xian)在大多售(shou)電(dian)(dian)公司仍處于(yu)煎(jian)熬中。但是要(yao)堅(jian)信,電(dian)(dian)改沒有(you)回(hui)頭路,國(guo)家對電(dian)(dian)力(li)(li)體制改革(ge)的(de)(de)力(li)(li)度(du)和(he)深度(du)都是空(kong)前的(de)(de)。因此,售(shou)電(dian)(dian)公司不僅(jin)必(bi)要(yao),而(er)且必(bi)須!售(shou)電(dian)(dian)公司熬過(guo)鳳凰涅槃的(de)(de)洗禮,一定會迎來浴火重(zhong)生的(de)(de)精彩。