近日,國(guo)家(jia)發展(zhan)改(gai)革委發布了(le)《國(guo)家(jia)發展(zhan)改(gai)革委關(guan)于全面(mian)放開經營性電(dian)(dian)(dian)力(li)用戶發用電(dian)(dian)(dian)計劃有關(guan)要求的通(tong)知(zhi)》(發改(gai)運行〔2019〕1105號)(以下簡稱文(wen)(wen)件(jian))。行業對(dui)文(wen)(wen)件(jian)關(guan)注度(du)較高,普遍認為(wei)它是(shi)(shi)我國(guo)電(dian)(dian)(dian)力(li)市(shi)場(chang)(chang)化建(jian)設邁出(chu)的一大步(bu)。文(wen)(wen)件(jian)對(dui)市(shi)場(chang)(chang)交(jiao)易電(dian)(dian)(dian)量規模增加(jia)的意(yi)義是(shi)(shi)顯著的。除此以外,也應注意(yi)到(dao)文(wen)(wen)件(jian)對(dui)另外一塊市(shi)場(chang)(chang)起到(dao)的利好(hao)作用,這一市(shi)場(chang)(chang)即是(shi)(shi)用戶側能源投(tou)資與服務市(shi)場(chang)(chang)。
這一文(wen)件(jian)的(de)(de)貫徹執行,對各類(lei)主(zhu)體(ti)都將有不(bu)同程度的(de)(de)影響,但對經(jing)營(ying)性(xing)(xing)電(dian)力用(yong)戶(hu)(hu)(hu)的(de)(de)影響無疑是(shi)(shi)最大的(de)(de)。這個影響不(bu)是(shi)(shi)體(ti)現為這類(lei)用(yong)戶(hu)(hu)(hu)電(dian)價(jia)的(de)(de)上升(sheng)或是(shi)(shi)下降,因為在沒有相(xiang)應市(shi)場(chang)體(ti)系和電(dian)力供需分析(xi)的(de)(de)條件(jian)下,很難用(yong)電(dian)量(liang)全(quan)面放開(kai)去(qu)判斷這類(lei)用(yong)戶(hu)(hu)(hu)將來的(de)(de)用(yong)電(dian)價(jia)格的(de)(de)變化趨勢。但毫無疑問的(de)(de)是(shi)(shi),經(jing)營(ying)性(xing)(xing)電(dian)量(liang)的(de)(de)全(quan)面放開(kai)對于(yu)培養這類(lei)優質(zhi)用(yong)戶(hu)(hu)(hu)的(de)(de)市(shi)場(chang)意(yi)識具有非常重要的(de)(de)作用(yong),他們不(bu)能再將電(dian)力市(shi)場(chang)置(zhi)身事外(wai),而這種市(shi)場(chang)意(yi)識的(de)(de)建立,對于(yu)用(yong)戶(hu)(hu)(hu)側能源投資與服務市(shi)場(chang)無疑是(shi)(shi)最大的(de)(de)利好(hao)。
這份(fen)文(wen)件就好比(bi)催化劑一樣,在它的刺激和執(zhi)行下,轉供電、儲能、分布式發電等等用戶側(ce)能源投(tou)資與服(fu)務將獲得更大的市場空間與市場價值(zhi)。
文件要點簡析
文件總(zong)共列(lie)了(le)七大點二(er)十(shi)六小點要(yao)(yao)(yao)求(qiu)說明,涉及經營性電力(li)用戶發(fa)用電計劃放開總(zong)體要(yao)(yao)(yao)求(qiu)和原則、相關(guan)交(jiao)易(yi)方式和價格形成機制、優(you)先(xian)發(fa)電和優(you)先(xian)購電保(bao)障措施以(yi)及履約監管要(yao)(yao)(yao)求(qiu)等各方面。相關(guan)要(yao)(yao)(yao)點如下:
一是(shi)明(ming)確要(yao)(yao)求(qiu)全面(mian)放開經營(ying)性電力(li)(li)(li)用(yong)(yong)(yong)(yong)戶發用(yong)(yong)(yong)(yong)電計劃(hua)。文件(jian)對經營(ying)性電力(li)(li)(li)用(yong)(yong)(yong)(yong)戶進行(xing)了(le)解釋說明(ming),除居民、農業(ye)、重要(yao)(yao)公用(yong)(yong)(yong)(yong)事業(ye)和公益性服務等(deng)行(xing)業(ye)電力(li)(li)(li)用(yong)(yong)(yong)(yong)戶以(yi)及電力(li)(li)(li)生產供應所必(bi)需(xu)的廠用(yong)(yong)(yong)(yong)電和線損之外,其他電力(li)(li)(li)用(yong)(yong)(yong)(yong)戶均屬于經營(ying)性電力(li)(li)(li)用(yong)(yong)(yong)(yong)戶。文件(jian)雖然提出全面(mian)放開,但并(bing)沒有給出具體時間表(biao),需(xu)要(yao)(yao)各地統(tong)籌推進。
二(er)是對中(zhong)小用(yong)戶(hu)參與(yu)市場(chang)(chang)化(hua)交易方式(shi)進(jin)行(xing)了(le)說明。中(zhong)小用(yong)戶(hu)可根據自身實(shi)際(ji)自主選擇,也(ye)可以放棄選擇權,保持現(xian)有(you)購(gou)電方式(shi)。同(tong)(tong)時(shi)強(qiang)調(diao)了(le)電網企業(ye)(ye)對于退(tui)出市場(chang)(chang)化(hua)交易或未選擇參與(yu)市場(chang)(chang)化(hua)交易的(de)中(zhong)小用(yong)戶(hu)在再參與(yu)市場(chang)(chang)前(qian)的(de)保底(di)供電責任。并鼓勵電力用(yong)戶(hu)和發電企業(ye)(ye)自主協商簽(qian)訂合同(tong)(tong)時(shi),以靈活可浮(fu)動的(de)形式(shi)確(que)定(ding)具體價格(ge),價格(ge)浮(fu)動方式(shi)由雙方事(shi)先約定(ding)。
三(san)是關(guan)于規劃(hua)內清潔電(dian)(dian)源保(bao)障(zhang)機制的(de)說明。文(wen)件(jian)將《關(guan)于有序放開發(fa)(fa)(fa)用(yong)電(dian)(dian)計劃(hua)的(de)實施(shi)意(yi)見》列入(ru)二類優(you)先保(bao)障(zhang)的(de)核電(dian)(dian)機組發(fa)(fa)(fa)電(dian)(dian)量(liang)納入(ru)與風光同等(deng)水平的(de)優(you)先發(fa)(fa)(fa)電(dian)(dian)計劃(hua)保(bao)障(zhang)性收(shou)購。文(wen)件(jian)要(yao)求(qiu)優(you)先支持(chi)風光平價(jia)(jia)上網項(xiang)目和(he)低價(jia)(jia)上網項(xiang)目,要(yao)將全(quan)部電(dian)(dian)量(liang)納入(ru)優(you)先發(fa)(fa)(fa)電(dian)(dian)計劃(hua)予(yu)以(yi)保(bao)障(zhang)。在清潔能(neng)源消(xiao)納受限地區,要(yao)求(qiu)加快落(luo)實將優(you)先發(fa)(fa)(fa)電(dian)(dian)計劃(hua)分(fen)為“保(bao)量(liang)保(bao)價(jia)(jia)”和(he)“保(bao)量(liang)競價(jia)(jia)”兩部分(fen)。
文件對相關主體影響簡析
從文件分(fen)(fen)析,除居(ju)民(min)、農業、重要公(gong)用(yong)事業和公(gong)益性(xing)服務等(deng)行業電(dian)(dian)(dian)力(li)用(yong)戶以(yi)及電(dian)(dian)(dian)力(li)生產供(gong)應所必需的(de)廠用(yong)電(dian)(dian)(dian)和線損之外,其(qi)他(ta)電(dian)(dian)(dian)力(li)用(yong)戶均屬于原則上(shang)要全部(bu)放開(kai)的(de)經營性(xing)電(dian)(dian)(dian)力(li)用(yong)戶,這(zhe)部(bu)分(fen)(fen)電(dian)(dian)(dian)量(liang)占(zhan)比在(zai)全社會(hui)電(dian)(dian)(dian)量(liang)的(de)50%以(yi)上(shang),按照2018年全國(guo)全社會(hui)用(yong)電(dian)(dian)(dian)量(liang)69002億(yi)千(qian)瓦(wa)時計算(suan),其(qi)大(da)約是3.5萬億(yi)千(qian)瓦(wa)時的(de)電(dian)(dian)(dian)量(liang)。這(zhe)么大(da)體量(liang)的(de)全面放開(kai)對于各類市場主體有著不一樣的(de)意義。
對(dui)(dui)于(yu)電(dian)網企(qi)業(ye)(ye)而(er)(er)(er)言,雖(sui)然(ran)(ran)公(gong)司(si)被“管(guan)道(dao)化”提(ti)速,但是(shi)在“準(zhun)許收(shou)入”的(de)(de)定價模式下,其經營影(ying)響已(yi)然(ran)(ran)不大(da);對(dui)(dui)于(yu)傳統火電(dian)企(qi)業(ye)(ye)而(er)(er)(er)言,進(jin)(jin)一步增大(da)了其市場(chang)營銷壓力,更(geng)(geng)多(duo)電(dian)量需(xu)要通(tong)過市場(chang)解(jie)決;對(dui)(dui)于(yu)新(xin)能(neng)源發電(dian)企(qi)業(ye)(ye)而(er)(er)(er)言,雖(sui)然(ran)(ran)有(you)優先發電(dian)計劃、“保(bao)量保(bao)價”、“保(bao)量競價”等(deng)機制保(bao)障(zhang),但仍然(ran)(ran)加(jia)大(da)了市場(chang)競爭(zheng)以(yi)及投資回(hui)收(shou)風險;對(dui)(dui)于(yu)售(shou)電(dian)公(gong)司(si)而(er)(er)(er)言,雖(sui)然(ran)(ran)有(you)更(geng)(geng)多(duo)電(dian)量份額可以(yi)去(qu)(qu)爭(zheng)取,但也(ye)(ye)意味(wei)著(zhu)市場(chang)將(jiang)進(jin)(jin)入更(geng)(geng)專(zhuan)業(ye)(ye)的(de)(de)階段,競爭(zheng)也(ye)(ye)將(jiang)更(geng)(geng)加(jia)殘酷;對(dui)(dui)經營性(xing)電(dian)力用戶(hu)而(er)(er)(er)言,既要選擇(ze)是(shi)否(fou)進(jin)(jin)入市場(chang),又要面(mian)臨進(jin)(jin)入市場(chang)的(de)(de)風險,但市場(chang)意識的(de)(de)“被動”養成,能(neng)夠(gou)讓(rang)他們主動去(qu)(qu)考慮并接受專(zhuan)業(ye)(ye)的(de)(de)用戶(hu)側(ce)能(neng)源服(fu)務(wu)。
文件利好用戶側能源投資與服務市場
電(dian)(dian)(dian)(dian)(dian)力(li)市(shi)場(chang)(chang)建(jian)設的(de)(de)(de)(de)(de)(de)(de)主(zhu)要(yao)(yao)目的(de)(de)(de)(de)(de)(de)(de)是(shi)希望通過(guo)市(shi)場(chang)(chang)起到優化資(zi)(zi)(zi)源(yuan)(yuan)配置(zhi)的(de)(de)(de)(de)(de)(de)(de)作用(yong)(yong),但(dan)這里(li)所謂的(de)(de)(de)(de)(de)(de)(de)優化資(zi)(zi)(zi)源(yuan)(yuan)配置(zhi)更多(duo)是(shi)對大電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan)提(ti)(ti)的(de)(de)(de)(de)(de)(de)(de)要(yao)(yao)求(qiu),例如所謂的(de)(de)(de)(de)(de)(de)(de)基(ji)于節點電(dian)(dian)(dian)(dian)(dian)價(jia)的(de)(de)(de)(de)(de)(de)(de)市(shi)場(chang)(chang)就對于發(fa)現價(jia)格、引導電(dian)(dian)(dian)(dian)(dian)廠投資(zi)(zi)(zi)具有重(zhong)要(yao)(yao)意(yi)義。電(dian)(dian)(dian)(dian)(dian)力(li)用(yong)(yong)戶(hu)雖然也(ye)(ye)是(shi)電(dian)(dian)(dian)(dian)(dian)力(li)市(shi)場(chang)(chang)的(de)(de)(de)(de)(de)(de)(de)一個重(zhong)要(yao)(yao)組(zu)成部分,但(dan)在客觀的(de)(de)(de)(de)(de)(de)(de)用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)需(xu)求(qiu)和不(bu)強烈的(de)(de)(de)(de)(de)(de)(de)價(jia)格信號作用(yong)(yong)下,其參(can)(can)與(yu)市(shi)場(chang)(chang)的(de)(de)(de)(de)(de)(de)(de)互動性并不(bu)強。所以(yi)電(dian)(dian)(dian)(dian)(dian)力(li)市(shi)場(chang)(chang)的(de)(de)(de)(de)(de)(de)(de)建(jian)設也(ye)(ye)一直忽略了用(yong)(yong)戶(hu)側資(zi)(zi)(zi)源(yuan)(yuan)對提(ti)(ti)升市(shi)場(chang)(chang)效率的(de)(de)(de)(de)(de)(de)(de)作用(yong)(yong)。同時電(dian)(dian)(dian)(dian)(dian)力(li)用(yong)(yong)戶(hu)主(zhu)體的(de)(de)(de)(de)(de)(de)(de)不(bu)專(zhuan)業(ye)性也(ye)(ye)決定了他們(men)的(de)(de)(de)(de)(de)(de)(de)確(que)無法深度參(can)(can)與(yu)市(shi)場(chang)(chang)中(zhong)。所以(yi)大部分用(yong)(yong)戶(hu)會選擇委托售電(dian)(dian)(dian)(dian)(dian)公(gong)司(si)幫助他們(men)。售電(dian)(dian)(dian)(dian)(dian)公(gong)司(si)的(de)(de)(de)(de)(de)(de)(de)市(shi)場(chang)(chang)專(zhuan)業(ye)性雖然意(yi)味著他們(men)可以(yi)很好(hao)的(de)(de)(de)(de)(de)(de)(de)參(can)(can)與(yu)到市(shi)場(chang)(chang)中(zhong),但(dan)一般的(de)(de)(de)(de)(de)(de)(de)售電(dian)(dian)(dian)(dian)(dian)公(gong)司(si)由于沒(mei)有足(zu)夠(gou)的(de)(de)(de)(de)(de)(de)(de)用(yong)(yong)戶(hu)負荷調節手段,也(ye)(ye)無法充分利用(yong)(yong)好(hao)用(yong)(yong)戶(hu)資(zi)(zi)(zi)源(yuan)(yuan)參(can)(can)與(yu)市(shi)場(chang)(chang)博弈。
用(yong)(yong)戶(hu)(hu)(hu)側能源投資與(yu)服務(wu)市(shi)場并不是傳統意義電(dian)力市(shi)場中的(de)一部分,但它卻(que)是新時代背景下最活躍且最具(ju)潛力的(de)市(shi)場。通過用(yong)(yong)戶(hu)(hu)(hu)配電(dian)資產、分布式電(dian)源、儲能等用(yong)(yong)戶(hu)(hu)(hu)側能源設施(shi)的(de)投資以及能源管理平臺(tai)的(de)建立,能夠掌(zhang)控好用(yong)(yong)戶(hu)(hu)(hu)負荷資源。因此參(can)與(yu)用(yong)(yong)戶(hu)(hu)(hu)側能源投資與(yu)服務(wu)的(de)售電(dian)公司將在(zai)未(wei)來市(shi)場中占有較(jiao)大優勢。
經(jing)營性電(dian)力用(yong)(yong)戶的(de)全(quan)面放開,一方面是給(gei)了用(yong)(yong)戶側能(neng)源(yuan)服(fu)務主體(ti)一個廣闊(kuo)的(de)市(shi)(shi)場體(ti)量空間,另一方面則(ze)是用(yong)(yong)戶市(shi)(shi)場意(yi)識(shi)的(de)培養有助于用(yong)(yong)戶接受并認同用(yong)(yong)戶側相(xiang)關(guan)能(neng)源(yuan)服(fu)務的(de)作用(yong)(yong)和價值(zhi)。而(er)基于用(yong)(yong)戶側能(neng)源(yuan)投資與服(fu)務的(de)售電(dian)公司,將能(neng)夠充(chong)分利用(yong)(yong)負荷資源(yuan)在(zai)電(dian)力交(jiao)易市(shi)(shi)場中取得更(geng)大優(you)勢,進而(er)可以進一步讓利給(gei)用(yong)(yong)戶,形成“用(yong)(yong)戶信任-項目落地(di)-價值(zhi)實現(xian)”的(de)良性循環(huan)。
因此,經營性(xing)電(dian)力用(yong)(yong)(yong)戶(hu)(hu)電(dian)量(liang)的(de)(de)(de)(de)全(quan)面放開,其意(yi)義(yi)不僅在于電(dian)力市(shi)場(chang)(chang)建設的(de)(de)(de)(de)提速,也在于對(dui)(dui)于用(yong)(yong)(yong)戶(hu)(hu)側能源投(tou)資與服務(wu)市(shi)場(chang)(chang)的(de)(de)(de)(de)提速。全(quan)面放開經營性(xing)電(dian)量(liang)對(dui)(dui)于建立用(yong)(yong)(yong)戶(hu)(hu)市(shi)場(chang)(chang)意(yi)識,促進用(yong)(yong)(yong)戶(hu)(hu)側能源服務(wu)體系的(de)(de)(de)(de)建立具有重(zhong)要作用(yong)(yong)(yong)。特別(bie)是在當(dang)今能源投(tou)資市(shi)場(chang)(chang)萎(wei)靡的(de)(de)(de)(de)背景下,實則為行業開辟了廣闊的(de)(de)(de)(de)用(yong)(yong)(yong)戶(hu)(hu)側能源投(tou)資市(shi)場(chang)(chang)。