在推進電(dian)(dian)力(li)體制改革(ge)與降低(di)企業用(yong)(yong)(yong)能成(cheng)本雙重(zhong)因素疊加背景下(xia),經營(ying)性行業發(fa)用(yong)(yong)(yong)電(dian)(dian)計劃(hua)迎來全(quan)面放開(kai)(kai),市場化交(jiao)易電(dian)(dian)量將大幅(fu)提升。國家發(fa)改委近日公布的(de)《關(guan)于全(quan)面放開(kai)(kai)經營(ying)性電(dian)(dian)力(li)用(yong)(yong)(yong)戶(hu)(hu)發(fa)用(yong)(yong)(yong)電(dian)(dian)計劃(hua)的(de)通(tong)知(zhi)》(以(yi)下(xia)簡稱《通(tong)知(zhi)》)要求,經營(ying)性電(dian)(dian)力(li)用(yong)(yong)(yong)戶(hu)(hu)的(de)發(fa)用(yong)(yong)(yong)電(dian)(dian)計劃(hua)原則(ze)上全(quan)部放開(kai)(kai),支持中(zhong)小(xiao)用(yong)(yong)(yong)戶(hu)(hu)參(can)與市場化交(jiao)易。
除(chu)居民、農(nong)業(ye)(ye)(ye)(ye)、重要公用(yong)(yong)(yong)事業(ye)(ye)(ye)(ye)和公益(yi)性(xing)服(fu)務等行(xing)業(ye)(ye)(ye)(ye)電(dian)力(li)用(yong)(yong)(yong)戶(hu)(hu)以及電(dian)力(li)生產(chan)供應(ying)所(suo)必需的(de)(de)廠用(yong)(yong)(yong)電(dian)和線損之外,其他電(dian)力(li)用(yong)(yong)(yong)戶(hu)(hu)均屬(shu)于經營(ying)性(xing)電(dian)力(li)用(yong)(yong)(yong)戶(hu)(hu)。這是(shi)繼(ji)2018年煤炭、鋼鐵、有色(se)、建材(cai)4個(ge)行(xing)業(ye)(ye)(ye)(ye)電(dian)力(li)用(yong)(yong)(yong)戶(hu)(hu)發用(yong)(yong)(yong)電(dian)計劃放(fang)開、全電(dian)量參與交(jiao)易(yi)之后,能(neng)源主管部門擴大放(fang)開發用(yong)(yong)(yong)電(dian)計劃的(de)(de)電(dian)力(li)用(yong)(yong)(yong)戶(hu)(hu)范圍。
此番擴圍意味著更多市場主體可不受電(dian)(dian)壓等級及用(yong)(yong)電(dian)(dian)量(liang)(liang)的(de)限(xian)制進入(ru)電(dian)(dian)力市場。據(ju)(ju)(ju)國金(jin)證券測算(suan)(suan),以(yi)2018年用(yong)(yong)電(dian)(dian)數(shu)據(ju)(ju)(ju)測算(suan)(suan),全(quan)部經營(ying)性(xing)用(yong)(yong)戶(hu)用(yong)(yong)電(dian)(dian)量(liang)(liang)約(yue)38041億(yi)千瓦時,約(yue)占全(quan)社(she)會(hui)用(yong)(yong)電(dian)(dian)量(liang)(liang)的(de)56%。國家發改委、國家能源局(ju)此前披露的(de)一季度相關數(shu)據(ju)(ju)(ju)顯示:2019年1-3月,全(quan)國完成市場化(hua)交(jiao)易(yi)電(dian)(dian)量(liang)(liang)同比增長24.6%,占全(quan)社(she)會(hui)用(yong)(yong)電(dian)(dian)量(liang)(liang)(累計16795億(yi)千瓦時)的(de)26.8%,占經營(ying)性(xing)行業用(yong)(yong)電(dian)(dian)量(liang)(liang)的(de)50.5%。也即一季度經營(ying)性(xing)行業用(yong)(yong)電(dian)(dian)量(liang)(liang)在全(quan)社(she)會(hui)用(yong)(yong)電(dian)(dian)量(liang)(liang)中占53%。據(ju)(ju)(ju)國金(jin)證券研報預計,經營(ying)性(xing)電(dian)(dian)力用(yong)(yong)戶(hu)發用(yong)(yong)電(dian)(dian)計劃(hua)的(de)全(quan)面放開(kai),有望在今年帶來2000億(yi)—3000億(yi)千瓦時市場化(hua)交(jiao)易(yi)增量(liang)(liang)。
根據(ju)《通知》,經營性電(dian)力(li)用(yong)戶(hu)全面放開參(can)(can)與市(shi)(shi)(shi)(shi)(shi)場(chang)(chang)化交易(yi)主要(yao)形式(shi)(shi)可以包(bao)括(kuo)直接參(can)(can)與、由(you)售電(dian)公司(si)代(dai)理(li)參(can)(can)與、其他各(ge)(ge)地(di)根據(ju)實際(ji)情況研(yan)究明確(que)的市(shi)(shi)(shi)(shi)(shi)場(chang)(chang)化方式(shi)(shi)等。各(ge)(ge)地(di)要(yao)抓緊研(yan)究并合(he)理(li)制定中(zhong)小(xiao)用(yong)戶(hu)參(can)(can)與市(shi)(shi)(shi)(shi)(shi)場(chang)(chang)化交易(yi)的方式(shi)(shi),中(zhong)小(xiao)用(yong)戶(hu)可根據(ju)自(zi)身(shen)實際(ji)自(zi)主選擇(ze),也可以放棄選擇(ze)權(quan),保(bao)(bao)持現有的購電(dian)方式(shi)(shi)。各(ge)(ge)地(di)可結合(he)本地(di)區電(dian)力(li)供需形勢,針對全面放開經營性電(dian)力(li)用(yong)戶(hu)發用(yong)電(dian)計劃(hua)設定一段時間的過(guo)渡期。電(dian)網其中(zhong)須承擔兜底:退(tui)出市(shi)(shi)(shi)(shi)(shi)場(chang)(chang)化交易(yi)或(huo)未選擇(ze)參(can)(can)與市(shi)(shi)(shi)(shi)(shi)場(chang)(chang)化交易(yi)的中(zhong)小(xiao)用(yong)戶(hu),在再次直接參(can)(can)與或(huo)通過(guo)代(dai)理(li)方式(shi)(shi)參(can)(can)與市(shi)(shi)(shi)(shi)(shi)場(chang)(chang)化交易(yi)前(qian),由(you)電(dian)網企業(ye)承擔保(bao)(bao)底供電(dian)責任。
《通知》鼓勵(li)電力用戶和發電企業自主協(xie)商(shang)簽(qian)訂合同時,以靈活可浮動的(de)形式確(que)定具體價(jia)格(ge),價(jia)格(ge)浮動方式由雙(shuang)方事先(xian)約定。
無(wu)論(lun)以(yi)何種(zhong)方式參與市場(chang)(chang),如此大體量(liang)的(de)電量(liang)放開都將對電力市場(chang)(chang)產(chan)生規模效應(ying)。在培(pei)育電力用戶的(de)市場(chang)(chang)意識、釋放市場(chang)(chang)化(hua)(hua)紅(hong)利、給中小企業(ye)更多市場(chang)(chang)選擇(ze)權(quan)的(de)同時(shi),市場(chang)(chang)主體的(de)激增與分(fen)散化(hua)(hua),對監管(guan)體系和機構提出了更嚴峻的(de)挑戰(zhan)。
“經營性電(dian)(dian)(dian)(dian)力用戶(hu)發用電(dian)(dian)(dian)(dian)計劃(hua)全面放(fang)開(kai)(kai),是對新電(dian)(dian)(dian)(dian)改(gai)(gai)9號(hao)文‘三放(fang)開(kai)(kai)、一獨(du)立’的積(ji)極(ji)落實,反映出(chu)市場(chang)(chang)化(hua)改(gai)(gai)革的整體方向。”為多個(ge)電(dian)(dian)(dian)(dian)改(gai)(gai)項目提供咨(zi)詢的北京鑫諾律師事務所高級合伙人展曙光表示,發用電(dian)(dian)(dian)(dian)計劃(hua)放(fang)開(kai)(kai)意味著參與(yu)電(dian)(dian)(dian)(dian)力市場(chang)(chang)的主體增多、交(jiao)易電(dian)(dian)(dian)(dian)量大幅(fu)增加,有(you)利于(yu)激發市場(chang)(chang)活躍度,倒逼國內(nei)電(dian)(dian)(dian)(dian)力市場(chang)(chang)的形成和完(wan)善,“對于(yu)售電(dian)(dian)(dian)(dian)公司等市場(chang)(chang)主體來說(shuo),無(wu)形中增加了(le)很多交(jiao)易機會(hui),交(jiao)易品種(zhong)將更為豐(feng)富(fu)。”
值(zhi)得(de)注意的(de)是,此前(qian)放開發(fa)用(yong)電計劃的(de)煤炭、鋼鐵等(deng)行業的(de)市(shi)(shi)場化(hua)程度較(jiao)高(gao),市(shi)(shi)場意識較(jiao)強(qiang),具有前(qian)期參與(yu)(yu)電力市(shi)(shi)場化(hua)交易(yi)的(de)經驗。與(yu)(yu)之相比(bi),一般(ban)工商業用(yong)戶的(de)年用(yong)電量更小、但基(ji)數龐大,由(you)此帶來(lai)的(de)交易(yi)電量激增必然對現有的(de)市(shi)(shi)場機制形成(cheng)沖擊。
展曙(shu)光認為,經營性(xing)電力用戶(hu)發(fa)用電計劃全(quan)(quan)面放開帶來(lai)的(de)諸多挑(tiao)戰(zhan)應格(ge)外(wai)重視。比如(ru)(ru)(ru),除了對現有市(shi)場機(ji)制(zhi)的(de)挑(tiao)戰(zhan)外(wai),市(shi)場主體(ti)數量和交易規模的(de)快速放大“市(shi)場監(jian)管者能否(fou)監(jian)管得住、如(ru)(ru)(ru)何確(que)保(bao)監(jian)管到位(wei)”?如(ru)(ru)(ru)何規避市(shi)場操控?全(quan)(quan)面放開發(fa)用電計劃之(zhi)后,電改如(ru)(ru)(ru)何從近年來(lai)的(de)“機(ji)制(zhi)調整”進入更徹底(di)的(de)“體(ti)制(zhi)改革”階(jie)段(duan)?以上都是不容回避的(de)緊迫(po)問題。
華(hua)東電(dian)(dian)力(li)(li)設計(ji)院智慧能(neng)源室(shi)主任吳(wu)俊宏則(ze)看好(hao)經(jing)營性行業發(fa)用電(dian)(dian)計(ji)劃的(de)(de)放開對(dui)用戶(hu)側能(neng)源投資(zi)與(yu)(yu)(yu)服(fu)(fu)務(wu)(wu)市(shi)(shi)(shi)場的(de)(de)撬(qiao)動作用。“經(jing)營性電(dian)(dian)量(liang)的(de)(de)全(quan)面放開對(dui)于培養經(jing)營性電(dian)(dian)力(li)(li)用戶(hu)這(zhe)類優質用戶(hu)的(de)(de)市(shi)(shi)(shi)場意識(shi)具有(you)非常(chang)重要的(de)(de)作用,他們不能(neng)再將(jiang)(jiang)電(dian)(dian)力(li)(li)市(shi)(shi)(shi)場置身事外(wai),而這(zhe)種市(shi)(shi)(shi)場意識(shi)的(de)(de)建立,對(dui)于用戶(hu)側能(neng)源投資(zi)與(yu)(yu)(yu)服(fu)(fu)務(wu)(wu)市(shi)(shi)(shi)場無疑是最大的(de)(de)利好(hao)。這(zhe)份(fen)文(wen)件就好(hao)比催化劑一樣,在它的(de)(de)刺(ci)激和執(zhi)行下,轉供電(dian)(dian)、儲(chu)能(neng)、分布式(shi)發(fa)電(dian)(dian)等等用戶(hu)側能(neng)源投資(zi)與(yu)(yu)(yu)服(fu)(fu)務(wu)(wu)將(jiang)(jiang)獲得更大的(de)(de)市(shi)(shi)(shi)場空間與(yu)(yu)(yu)市(shi)(shi)(shi)場價(jia)值。”
吳俊宏認(ren)為,大體量(liang)的全(quan)面放開對于(yu)(yu)各類(lei)市(shi)場(chang)(chang)主體有(you)著不一樣(yang)的意(yi)義:對于(yu)(yu)電(dian)(dian)網企(qi)業(ye)而(er)言(yan)(yan),雖(sui)然公司(si)被“管道化”提速,但(dan)是在“準許收(shou)入(ru)”的定價模式下,其經(jing)營(ying)(ying)影(ying)響已然不大;對于(yu)(yu)傳(chuan)統火電(dian)(dian)企(qi)業(ye)而(er)言(yan)(yan),進(jin)(jin)一步增大了其市(shi)場(chang)(chang)營(ying)(ying)銷壓力,更多(duo)電(dian)(dian)量(liang)需(xu)要(yao)通過市(shi)場(chang)(chang)解(jie)決;對于(yu)(yu)新能(neng)源發電(dian)(dian)企(qi)業(ye)而(er)言(yan)(yan),雖(sui)然有(you)優先發電(dian)(dian)計劃、“保(bao)(bao)(bao)(bao)量(liang)保(bao)(bao)(bao)(bao)價”、“保(bao)(bao)(bao)(bao)量(liang)競價”等機制保(bao)(bao)(bao)(bao)障,但(dan)仍(reng)然加大了市(shi)場(chang)(chang)競爭(zheng)以及投(tou)資回收(shou)風(feng)險;對于(yu)(yu)售電(dian)(dian)公司(si)而(er)言(yan)(yan),雖(sui)然有(you)更多(duo)電(dian)(dian)量(liang)份(fen)額可(ke)以去爭(zheng)取,但(dan)也意(yi)味著市(shi)場(chang)(chang)將進(jin)(jin)入(ru)更專業(ye)的階段,競爭(zheng)也將更加殘酷;對經(jing)營(ying)(ying)性(xing)電(dian)(dian)力用戶而(er)言(yan)(yan),既要(yao)選(xuan)擇(ze)是否進(jin)(jin)入(ru)市(shi)場(chang)(chang),又(you)要(yao)面臨進(jin)(jin)入(ru)市(shi)場(chang)(chang)的風(feng)險,但(dan)市(shi)場(chang)(chang)意(yi)識的“被動”養成(cheng),能(neng)夠讓他們(men)主動去考(kao)慮并接受專業(ye)的用戶側(ce)能(neng)源服務。