自(zi)2016年11月以(yi)來,國(guo)(guo)家發展改(gai)(gai)(gai)革(ge)(ge)委、國(guo)(guo)家能源局先(xian)后分四批(pi)次(ci)開展了380個增量配電網改(gai)(gai)(gai)革(ge)(ge)試點項目,增量配電業務改(gai)(gai)(gai)革(ge)(ge)“由點到面”逐步(bu)深(shen)化,有力地推(tui)進(jin)我國(guo)(guo)電力改(gai)(gai)(gai)革(ge)(ge)的進(jin)程。截止(zhi)2019年12月31日,第(di)五批(pi)試點已完成(cheng)申報,正在積極評(ping)估(gu)中。
配(pei)電(dian)價(jia)格(ge)定(ding)價(jia)機(ji)(ji)制(zhi)是增(zeng)量(liang)配(pei)電(dian)業務(wu)改(gai)革(ge)(ge)成功(gong)與(yu)否的(de)關鍵。現(xian)階段我(wo)(wo)國(guo)(guo)配(pei)電(dian)價(jia)格(ge)定(ding)價(jia)機(ji)(ji)制(zhi)仍處于初步探索(suo)階段,尚未(wei)建立完(wan)全獨立的(de)配(pei)電(dian)定(ding)價(jia)機(ji)(ji)制(zhi)。隨著配(pei)電(dian)網業務(wu)逐(zhu)步放開,增(zeng)量(liang)配(pei)電(dian)網日漸增(zeng)多,只有(you)單獨核(he)定(ding)配(pei)電(dian)價(jia)格(ge)才能適(shi)應電(dian)力市場改(gai)革(ge)(ge)的(de)需求。本文將深入分析我(wo)(wo)國(guo)(guo)配(pei)電(dian)價(jia)格(ge)定(ding)價(jia)現(xian)狀(zhuang)及存在(zai)的(de)問題(ti),對(dui)(dui)國(guo)(guo)家和地方配(pei)電(dian)價(jia)格(ge)定(ding)價(jia)指導文件進(jin)行對(dui)(dui)比分析,并對(dui)(dui)我(wo)(wo)國(guo)(guo)配(pei)電(dian)定(ding)價(jia)發(fa)展風向進(jin)行預判。
一、我國配電價格定價現狀及存在的問題
1.配電價格定價現狀
2016年10月(yue)(yue)11日,國(guo)家發展改(gai)(gai)革委、國(guo)家能源(yuan)局(ju)聯(lian)合(he)發布(bu)了(le)《有序放開配(pei)(pei)電(dian)網(wang)業務管理辦法(fa)》(發改(gai)(gai)經體(ti)[2016]2120號)(以(yi)下簡(jian)(jian)稱(cheng)《管理辦法(fa)》),明確(que)了(le)增量(liang)配(pei)(pei)電(dian)網(wang)配(pei)(pei)電(dian)區域(yu)內用電(dian)價(jia)(jia)(jia)(jia)格(ge)(ge)組(zu)成(cheng)、過渡期配(pei)(pei)電(dian)價(jia)(jia)(jia)(jia)格(ge)(ge)定(ding)(ding)價(jia)(jia)(jia)(jia)方法(fa),為配(pei)(pei)電(dian)定(ding)(ding)價(jia)(jia)(jia)(jia)工作定(ding)(ding)原則(ze)、定(ding)(ding)方向(xiang)、定(ding)(ding)步(bu)(bu)調(diao);2018年1月(yue)(yue)3日,國(guo)家發展改(gai)(gai)革委發布(bu)了(le)《關于(yu)制定(ding)(ding)地方電(dian)網(wang)和增量(liang)配(pei)(pei)電(dian)網(wang)配(pei)(pei)電(dian)價(jia)(jia)(jia)(jia)格(ge)(ge)的(de)(de)指(zhi)導意(yi)見(jian)(jian)》(發改(gai)(gai)價(jia)(jia)(jia)(jia)格(ge)(ge)規(gui)﹝2017﹞2269號)(以(yi)下簡(jian)(jian)稱(cheng)《指(zhi)導意(yi)見(jian)(jian)》),該意(yi)見(jian)(jian)是我國(guo)出(chu)臺(tai)的(de)(de)第一(yi)個針對配(pei)(pei)電(dian)定(ding)(ding)價(jia)(jia)(jia)(jia)的(de)(de)專門文件,明確(que)了(le)配(pei)(pei)電(dian)價(jia)(jia)(jia)(jia)格(ge)(ge)上限(xian),細化(hua)配(pei)(pei)電(dian)價(jia)(jia)(jia)(jia)格(ge)(ge)定(ding)(ding)價(jia)(jia)(jia)(jia)辦法(fa),將(jiang)價(jia)(jia)(jia)(jia)格(ge)(ge)調(diao)整(zheng)和結算(suan)機(ji)制進(jin)(jin)一(yi)步(bu)(bu)具體(ti)化(hua);2019年1月(yue)(yue)16日,國(guo)家發展改(gai)(gai)革委、國(guo)家能源(yuan)局(ju)聯(lian)合(he)發布(bu)了(le)《關于(yu)進(jin)(jin)一(yi)步(bu)(bu)推進(jin)(jin)增量(liang)配(pei)(pei)電(dian)業務改(gai)(gai)革的(de)(de)通(tong)知(zhi)(zhi)》(發改(gai)(gai)經體(ti)〔2019〕27號)(以(yi)下簡(jian)(jian)稱(cheng)《通(tong)知(zhi)(zhi)》),該通(tong)知(zhi)(zhi)在指(zhi)導意(yi)見(jian)(jian)的(de)(de)基礎上,進(jin)(jin)一(yi)步(bu)(bu)優化(hua)配(pei)(pei)電(dian)價(jia)(jia)(jia)(jia)格(ge)(ge)約束機(ji)制,提高定(ding)(ding)價(jia)(jia)(jia)(jia)自(zi)主性(xing)、靈活性(xing)。
上述三個政策(ce)文件配(pei)電定價核心(xin)思想和遞進關系如圖(tu)1所示:
圖1:配電(dian)定價(jia)文件(jian)核心(xin)思想及遞進關系
省級(ji)價(jia)(jia)(jia)(jia)格主管(guan)部門核定配電(dian)(dian)價(jia)(jia)(jia)(jia)格時,應充分考慮本地(di)(di)區(qu)上網電(dian)(dian)價(jia)(jia)(jia)(jia)、省級(ji)電(dian)(dian)網輸配電(dian)(dian)價(jia)(jia)(jia)(jia)、躉售電(dian)(dian)價(jia)(jia)(jia)(jia)、銷售電(dian)(dian)價(jia)(jia)(jia)(jia)等現(xian)行電(dian)(dian)價(jia)(jia)(jia)(jia),并(bing)結合地(di)(di)區(qu)經(jing)濟發展需求、交叉補貼等情(qing)況,可(ke)招標方(fang)式(shi)或非招標方(fang)式(shi)。
招標方式的(de)實(shi)質是通過市場化手段發現價格,投(tou)(tou)標價格要兼顧收(shou)益性(xing)和競(jing)爭力,促進投(tou)(tou)資者加強成本管理(li)和造價管控(kong),釋放改(gai)革(ge)紅利。
非招標方式(shi)主要有準(zhun)許(xu)收(shou)入法(fa)(fa)(fa)、最(zui)(zui)高(gao)限(xian)價(jia)(jia)法(fa)(fa)(fa)和標尺競(jing)爭法(fa)(fa)(fa)。準(zhun)許(xu)收(shou)入法(fa)(fa)(fa)實質是一(yi)種(zhong)投資(zi)回報率(lv)管制法(fa)(fa)(fa),可保證合理回報、降低企業風險,但(dan)易引(yin)致A-J效應,監管成(cheng)本較(jiao)高(gao)。最(zui)(zui)高(gao)限(xian)價(jia)(jia)法(fa)(fa)(fa)和標尺競(jing)爭法(fa)(fa)(fa)都是一(yi)種(zhong)基(ji)于激勵管制理論的(de)定價(jia)(jia)方法(fa)(fa)(fa),在價(jia)(jia)格測算上與準(zhun)許(xu)收(shou)入法(fa)(fa)(fa)類似(si),但(dan)最(zui)(zui)高(gao)限(xian)價(jia)(jia)法(fa)(fa)(fa)對成(cheng)本超支和節約(yue)采(cai)用一(yi)定激勵機(ji)制,標尺競(jing)爭法(fa)(fa)(fa)則需要進一(yi)步將初步測算的(de)價(jia)(jia)格與其(qi)他配電價(jia)(jia)格加權平均確定最(zui)(zui)終的(de)配電價(jia)(jia)格。
2.配電定價問題分析
隨著配電業務的逐漸(jian)放開和負荷類型的多樣化,輸配電價體(ti)系存在(zai)(zai)的不合(he)理問題(ti)逐漸(jian)突(tu)顯(xian),主(zhu)要(yao)體(ti)現在(zai)(zai)以下幾個方面:
(1)配(pei)(pei)電價(jia)(jia)格(ge)脫離(li)配(pei)(pei)電網實際(ji)成(cheng)本形態。調研發現,大部分(fen)增量配(pei)(pei)電網配(pei)(pei)電價(jia)(jia)并未核定,仍采用《管理辦法(fa)》中“高低電壓價(jia)(jia)差”的定價(jia)(jia)方(fang)法(fa)。這種(zhong)定價(jia)(jia)方(fang)法(fa)以省級輸(shu)配(pei)(pei)電價(jia)(jia)為(wei)基礎(chu),脫離(li)了配(pei)(pei)電網實際(ji)成(cheng)本形態,無法(fa)體(ti)現配(pei)(pei)電區域用能(neng)水平的差異,更無法(fa)準確反(fan)映配(pei)(pei)電的真實價(jia)(jia)格(ge),不利于配(pei)(pei)網放開業務的發展。
(2)現行配(pei)(pei)電(dian)定價(jia)(jia)模式下(xia)增量(liang)(liang)配(pei)(pei)電(dian)企業(ye)盈利(li)空間或為零(ling)。“高低(di)電(dian)壓(ya)(ya)價(jia)(jia)差(cha)(cha)(cha)(cha)”定價(jia)(jia)模式下(xia),價(jia)(jia)差(cha)(cha)(cha)(cha)是(shi)增量(liang)(liang)配(pei)(pei)電(dian)企業(ye)的重(zhong)要(yao)收(shou)入來源,但目前試點項目很難(nan)(nan)通過(guo)價(jia)(jia)差(cha)(cha)(cha)(cha)收(shou)入在短期內形成合(he)理收(shou)益。以某省(sheng)輸(shu)配(pei)(pei)電(dian)價(jia)(jia)為例,2019年該省(sheng)一般工商(shang)業(ye)用110kV和10kV價(jia)(jia)差(cha)(cha)(cha)(cha)為0.03元/kWh,220kV和10kV價(jia)(jia)差(cha)(cha)(cha)(cha)為0.035元/kWh,可見(jian)配(pei)(pei)電(dian)網(wang)(wang)接入公(gong)網(wang)(wang)電(dian)壓(ya)(ya)等(deng)級(ji)越低(di),配(pei)(pei)電(dian)網(wang)(wang)配(pei)(pei)電(dian)價(jia)(jia)格(ge)越低(di),增量(liang)(liang)配(pei)(pei)電(dian)網(wang)(wang)投(tou)資越難(nan)(nan)收(shou)回。如果增量(liang)(liang)配(pei)(pei)電(dian)網(wang)(wang)未建設高電(dian)壓(ya)(ya)等(deng)級(ji)變電(dian)站設施時,甚至會出現電(dian)壓(ya)(ya)等(deng)級(ji)價(jia)(jia)差(cha)(cha)(cha)(cha)之差(cha)(cha)(cha)(cha)為零(ling)的情況,投(tou)資業(ye)主(zhu)可能(neng)面臨虧本運行。
(3)配(pei)(pei)電(dian)定(ding)(ding)(ding)(ding)價(jia)(jia)(jia)尚(shang)無可依托(tuo)的配(pei)(pei)電(dian)成本監審辦法(fa)。就省級(ji)(ji)電(dian)網輸配(pei)(pei)電(dian)價(jia)(jia)(jia)而言(yan),成本監審辦法(fa)比定(ding)(ding)(ding)(ding)價(jia)(jia)(jia)辦法(fa)先行(xing)頒布作為定(ding)(ding)(ding)(ding)價(jia)(jia)(jia)政策依據。《指導意見》出臺已(yi)經兩年(nian)多(duo)(duo),配(pei)(pei)電(dian)價(jia)(jia)(jia)格監審辦法(fa)遲遲未發布,少(shao)數采用(yong)“準許收入法(fa)”定(ding)(ding)(ding)(ding)價(jia)(jia)(jia)的省份其配(pei)(pei)電(dian)網準許收入的核(he)算仍參考《省級(ji)(ji)電(dian)網輸配(pei)(pei)電(dian)價(jia)(jia)(jia)定(ding)(ding)(ding)(ding)價(jia)(jia)(jia)辦法(fa)》。但是,增量配(pei)(pei)電(dian)網電(dian)壓層級(ji)(ji)多(duo)(duo)、供電(dian)范(fan)圍小、負荷類型(xing)復雜,配(pei)(pei)電(dian)資產存在增量、存量分割難(nan)的問題,輸配(pei)(pei)電(dian)價(jia)(jia)(jia)定(ding)(ding)(ding)(ding)價(jia)(jia)(jia)方(fang)法(fa)對折舊(jiu)費、運行(xing)維護費等參數核(he)定(ding)(ding)(ding)(ding)方(fang)法(fa)不一定(ding)(ding)(ding)(ding)適用(yong)于增量配(pei)(pei)電(dian)網,核(he)定(ding)(ding)(ding)(ding)的配(pei)(pei)電(dian)價(jia)(jia)(jia)格缺乏科學性。
(4)現行配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)定價方法未(wei)體現不同(tong)(tong)增量(liang)配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)網(wang)間的差(cha)(cha)異性。由于(yu)配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)網(wang)地理(li)位(wei)置差(cha)(cha)異,不同(tong)(tong)配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)區(qu)域負荷水(shui)(shui)(shui)平、配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)成本(ben)、配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)量(liang)預測存(cun)在差(cha)(cha)異,不同(tong)(tong)配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)網(wang)的投資建設成本(ben)必然不同(tong)(tong)。不同(tong)(tong)經濟發展水(shui)(shui)(shui)平地區(qu)之間的電(dian)(dian)(dian)(dian)(dian)網(wang)拓撲結構不一致,對配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)網(wang)運營(ying)水(shui)(shui)(shui)平的要求也各異,而現行配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)定價辦(ban)法未(wei)做到差(cha)(cha)別定價。
(5)配電(dian)(dian)資(zi)產(chan)(chan)(chan)(chan)(chan)增(zeng)量(liang)(liang)、存(cun)量(liang)(liang)分(fen)(fen)割難(nan),實際配電(dian)(dian)成本核(he)定困難(nan)。采用(yong)準許(xu)收入(ru)法(fa)確定增(zeng)量(liang)(liang)配電(dian)(dian)網(wang)配電(dian)(dian)價(jia)格時,有效(xiao)(xiao)資(zi)產(chan)(chan)(chan)(chan)(chan)體量(liang)(liang)直接決定準許(xu)收入(ru)水平,而存(cun)量(liang)(liang)、增(zeng)量(liang)(liang)資(zi)產(chan)(chan)(chan)(chan)(chan)劃(hua)分(fen)(fen)界(jie)面及(ji)劃(hua)分(fen)(fen)方式(shi)以及(ji)增(zeng)量(liang)(liang)資(zi)產(chan)(chan)(chan)(chan)(chan)價(jia)值是否準確評估(gu)都決定了有效(xiao)(xiao)資(zi)產(chan)(chan)(chan)(chan)(chan)體量(liang)(liang)的大小(xiao)。《增(zeng)量(liang)(liang)配電(dian)(dian)業務配電(dian)(dian)區域劃(hua)分(fen)(fen)實施辦法(fa)(試(shi)行(xing))》(發改(gai)能源規〔2018〕424號)指出(chu)存(cun)量(liang)(liang)資(zi)產(chan)(chan)(chan)(chan)(chan)可以通(tong)過“資(zi)產(chan)(chan)(chan)(chan)(chan)入(ru)股、出(chu)售(shou)、產(chan)(chan)(chan)(chan)(chan)權置換及(ji)租(zu)賃方式(shi)”進行(xing)處置,電(dian)(dian)網(wang)企(qi)業可以“將(jiang)存(cun)量(liang)(liang)資(zi)產(chan)(chan)(chan)(chan)(chan)以資(zi)產(chan)(chan)(chan)(chan)(chan)入(ru)股及(ji)折價(jia)轉讓的方式(shi)參與增(zeng)量(liang)(liang)試(shi)點”。
但是在(zai)具體實(shi)施(shi)過程中(zhong),由于核準(zhun)時間、歷史原因、用(yong)戶現(xian)實(shi)用(yong)電需求等(deng)因素(su),存(cun)在(zai)核準(zhun)未建(jian)、核準(zhun)已建(jian)、核準(zhun)在(zai)建(jian)、未核準(zhun)搶(qiang)建(jian),以及(ji)增量(liang)配電區域內(nei)有(you)存(cun)量(liang)資(zi)產(chan)、增量(liang)資(zi)產(chan)并存(cun)等(deng)各種(zhong)情況,導致資(zi)產(chan)界定困難重重。
(6)未考(kao)慮(lv)分布(bu)式電(dian)源(yuan)(yuan)、季節(jie)性負(fu)(fu)荷(he)對配電(dian)價格的影(ying)響(xiang)。分布(bu)式發電(dian)在(zai)(zai)配網(wang)側滲透率逐漸增大,對配電(dian)網(wang)電(dian)能(neng)指標、負(fu)(fu)荷(he)特性和(he)成(cheng)本(ben)構架(jia)影(ying)響(xiang)較(jiao)大,給(gei)配電(dian)網(wang)電(dian)能(neng)質(zhi)量和(he)電(dian)網(wang)安全帶(dai)來(lai)(lai)諸(zhu)多復(fu)雜性和(he)不確定性。季節(jie)性負(fu)(fu)荷(he)(如清潔供暖(nuan))波(bo)動也會給(gei)配電(dian)網(wang)輔助服務、電(dian)力需求側管(guan)理、容量管(guan)理等帶(dai)來(lai)(lai)額外建設投入或運行成(cheng)本(ben),因此分布(bu)式電(dian)源(yuan)(yuan)、季節(jie)性負(fu)(fu)荷(he)接入配電(dian)網(wang)后,在(zai)(zai)成(cheng)本(ben)分攤上(shang)應(ying)予以特殊考(kao)慮(lv),而當前配電(dian)定價尚未考(kao)慮(lv)上(shang)述因素的影(ying)響(xiang)。
(7)配(pei)電(dian)(dian)(dian)費中交叉(cha)補貼(tie)問題無(wu)法單方面解(jie)決。交叉(cha)補貼(tie)脫離輸配(pei)電(dian)(dian)(dian)實際成本,是一種反市(shi)場(chang)行為,卻(que)是電(dian)(dian)(dian)力市(shi)場(chang)過(guo)渡階段(duan)的折中方案。由于交叉(cha)補貼(tie)的存在,省級電(dian)(dian)(dian)網(wang)輸配(pei)電(dian)(dian)(dian)價(jia)以及不同電(dian)(dian)(dian)價(jia)等級間的價(jia)差(cha)較低,“高低電(dian)(dian)(dian)壓價(jia)差(cha)”的定價(jia)方式(shi)強(qiang)烈壓制著配(pei)電(dian)(dian)(dian)價(jia)格。
配(pei)(pei)電(dian)(dian)(dian)業務放開(kai)后(hou),輸電(dian)(dian)(dian)網(wang)(wang)、存量配(pei)(pei)電(dian)(dian)(dian)網(wang)(wang)的(de)交(jiao)叉補貼(tie)(tie)(tie)仍然存在,如果增量配(pei)(pei)電(dian)(dian)(dian)網(wang)(wang)單(dan)方面取(qu)(qu)消交(jiao)叉補貼(tie)(tie)(tie),可能出現工商(shang)業用(yong)戶搶入、居民用(yong)戶搶出的(de)情況,必然導致社會經濟(ji)不穩定。現階(jie)段增量配(pei)(pei)電(dian)(dian)(dian)網(wang)(wang)應與(yu)省級電(dian)(dian)(dian)網(wang)(wang)相(xiang)同的(de)原則和標準(zhun)承擔政(zheng)策性(xing)交(jiao)叉補貼(tie)(tie)(tie),與(yu)輸電(dian)(dian)(dian)網(wang)(wang)和存量配(pei)(pei)電(dian)(dian)(dian)網(wang)(wang)動作一致,交(jiao)叉補貼(tie)(tie)(tie)仍無法單(dan)方面取(qu)(qu)消。
二、地方性配電定價指導文件分析
為(wei)推動增量配電業務改革試點(dian)工作,部分省(sheng)市圍(wei)繞《指(zhi)導(dao)意見》和《管理辦法(fa)》,結合各地(di)方實(shi)際情況,出臺了地(di)方性配電價格(ge)管理指(zhi)導(dao)文件(見表1),對配電價格(ge)落地(di)給予一定的指(zhi)導(dao)。
從(cong)價(jia)(jia)格管(guan)理(li)來看,配(pei)電(dian)(dian)價(jia)(jia)格執(zhi)行最高限價(jia)(jia)管(guan)理(li),配(pei)電(dian)(dian)價(jia)(jia)格上限不得高于(yu)用戶直接接入相(xiang)同電(dian)(dian)壓(ya)等級對應的現(xian)行省級電(dian)(dian)網輸配(pei)電(dian)(dian)價(jia)(jia)與上一級電(dian)(dian)網輸配(pei)電(dian)(dian)價(jia)(jia)的價(jia)(jia)差,這與《指(zhi)導(dao)意見》保持一致。
從定(ding)(ding)價(jia)(jia)方法來看,定(ding)(ding)價(jia)(jia)方法主要(yao)為“招標定(ding)(ding)價(jia)(jia)”和“最(zui)高(gao)限(xian)價(jia)(jia)法”,最(zui)高(gao)限(xian)價(jia)(jia)一般與配(pei)(pei)(pei)電(dian)(dian)(dian)價(jia)(jia)格(ge)上(shang)限(xian)一致,但海南省(sheng)和山(shan)東(dong)省(sheng)另行規定(ding)(ding)。海南省(sheng)明確,先按照“準許成本(ben)(ben)加合(he)理(li)收(shou)(shou)益(yi)”的方法測算某個(ge)配(pei)(pei)(pei)電(dian)(dian)(dian)網(wang)(wang)(wang)(wang)的配(pei)(pei)(pei)電(dian)(dian)(dian)價(jia)(jia)格(ge),再參照其他具(ju)(ju)有可(ke)比性的配(pei)(pei)(pei)電(dian)(dian)(dian)網(wang)(wang)(wang)(wang)配(pei)(pei)(pei)電(dian)(dian)(dian)價(jia)(jia)格(ge),結合(he)供電(dian)(dian)(dian)可(ke)靠性、服(fu)務質量等績效(xiao)考核(he)指標,確定(ding)(ding)該配(pei)(pei)(pei)電(dian)(dian)(dian)網(wang)(wang)(wang)(wang)的配(pei)(pei)(pei)電(dian)(dian)(dian)最(zui)高(gao)限(xian)價(jia)(jia),山(shan)東(dong)省(sheng)則以山(shan)東(dong)電(dian)(dian)(dian)網(wang)(wang)(wang)(wang)配(pei)(pei)(pei)電(dian)(dian)(dian)價(jia)(jia)格(ge)為最(zui)高(gao)上(shang)限(xian)。廣(guang)東(dong)具(ju)(ju)備成本(ben)(ben)監(jian)審條件,因此對于非市場化方式確定(ding)(ding)投資(zi)主體(ti)的配(pei)(pei)(pei)電(dian)(dian)(dian)網(wang)(wang)(wang)(wang)項目配(pei)(pei)(pei)電(dian)(dian)(dian)價(jia)(jia)格(ge)采用(yong)“準許收(shou)(shou)入法”制定(ding)(ding)。
從(cong)配(pei)電(dian)費(fei)結算(suan)來看,配(pei)電(dian)網(wang)(wang)(wang)(wang)與(yu)省(sheng)級(ji)(ji)電(dian)網(wang)(wang)(wang)(wang)之間的(de)結算(suan)可自主(zhu)選擇分類結算(suan)或綜(zong)合結算(suan)的(de)方式(shi),這與(yu)《指導意(yi)見》保持(chi)一致,河南省(sheng)、貴州省(sheng)另有補充規(gui)定。河南省(sheng)規(gui)定,當采(cai)用(yong)“兩部制”電(dian)價(jia)與(yu)省(sheng)級(ji)(ji)電(dian)網(wang)(wang)(wang)(wang)結算(suan),基本電(dian)價(jia)標準按(an)省(sheng)級(ji)(ji)電(dian)網(wang)(wang)(wang)(wang)在該增(zeng)量(liang)配(pei)電(dian)網(wang)(wang)(wang)(wang)所在市(縣(xian))域范圍內對(dui)該增(zeng)量(liang)配(pei)電(dian)網(wang)(wang)(wang)(wang)項目完成的(de)專項投資占省(sheng)級(ji)(ji)電(dian)網(wang)(wang)(wang)(wang)和(he)增(zeng)量(liang)配(pei)電(dian)網(wang)(wang)(wang)(wang)企業針(zhen)對(dui)該增(zeng)量(liang)配(pei)電(dian)網(wang)(wang)(wang)(wang)的(de)輸(shu)配(pei)電(dian)總投資比例確定;貴州省(sheng)規(gui)定,配(pei)電(dian)網(wang)(wang)(wang)(wang)按(an)兩部制電(dian)價(jia)支付輸(shu)配(pei)電(dian)費(fei),電(dian)度電(dian)價(jia)按(an)接入省(sheng)級(ji)(ji)電(dian)網(wang)(wang)(wang)(wang)電(dian)壓等級(ji)(ji)對(dui)應的(de)輸(shu)配(pei)電(dian)度電(dian)價(jia)執行,基本電(dian)費(fei)統一折算(suan)為每千瓦時(shi)3.2分錢。
其他(ta)方面,河(he)南省(sheng)采(cai)用居民和(he)農(nong)業用戶(hu)按省(sheng)級(ji)電(dian)(dian)網(wang)(wang)銷售電(dian)(dian)價(jia)(jia)和(he)含脫(tuo)硫、脫(tuo)硝、除塵、超(chao)潔凈電(dian)(dian)價(jia)(jia)的(de)(de)燃煤標(biao)桿電(dian)(dian)價(jia)(jia)之間的(de)(de)價(jia)(jia)差(cha)支付輸配電(dian)(dian)價(jia)(jia);貴州省(sheng)、河(he)南省(sheng)明確配電(dian)(dian)區域內分(fen)布(bu)式(shi)電(dian)(dian)源、非水可(ke)再生(sheng)能源或(huo)既有小(xiao)水電(dian)(dian)發(fa)電(dian)(dian)項目參與(yu)市場(chang)化交易的(de)(de)配電(dian)(dian)價(jia)(jia)格(ge)不承擔上級(ji)電(dian)(dian)網(wang)(wang)輸配電(dian)(dian)費(fei)的(de)(de)分(fen)攤(tan)。
通過對(dui)近(jin)四(si)年各(ge)省市配(pei)電(dian)定(ding)價地方文件的梳理(li)和(he)(he)對(dui)比(bi)發現,大部分省市都積極貫徹執行(xing)《管理(li)辦法》和(he)(he)《指(zhi)導意見》主要思想,并結(jie)合地區(qu)實際(ji)情況予以側重(zhong)和(he)(he)創新,但仍存在一些問(wen)題。如,未對(dui)《通知》做出實質性(xing)響應,配(pei)網(wang)(wang)運營商定(ding)價自主性(xing)和(he)(he)靈活性(xing)不足(zu);部分省市尚未出臺配(pei)電(dian)定(ding)價指(zhi)導文件,部分條款科(ke)學性(xing)、專(zhuan)業性(xing)有(you)待考(kao)究;定(ding)價辦法和(he)(he)結(jie)算機(ji)制未真正(zheng)考(kao)量增量配(pei)網(wang)(wang)運營實際(ji)情況,突破性(xing)和(he)(he)實操性(xing)不足(zu),無法滿足(zu)各(ge)地區(qu)增量配(pei)電(dian)網(wang)(wang)改革的需求。
三、配電定價發展風向預判
我(wo)(wo)國(guo)當前(qian)電(dian)(dian)(dian)力(li)體(ti)制改革(ge)的(de)中(zhong)心(xin)任務(wu)之一是放開配電(dian)(dian)(dian)業(ye)務(wu),將(jiang)配電(dian)(dian)(dian)價(jia)格(ge)從輸配電(dian)(dian)(dian)價(jia)定(ding)價(jia)體(ti)系中(zhong)剝離,構(gou)建與(yu)中(zhong)國(guo)經濟(ji)環境和電(dian)(dian)(dian)力(li)市場環境相契(qi)合的(de)獨立的(de)配電(dian)(dian)(dian)價(jia)格(ge)定(ding)價(jia)體(ti)系。結(jie)合我(wo)(wo)國(guo)存在(zai)的(de)問題以各地區(qu)配電(dian)(dian)(dian)定(ding)價(jia)政策現狀,未(wei)來配電(dian)(dian)(dian)定(ding)價(jia)發展(zhan)方(fang)向(xiang)主要有(you)以下幾個方(fang)面:
(1)配(pei)(pei)(pei)電(dian)價格定(ding)(ding)價配(pei)(pei)(pei)套(tao)文(wen)件(jian)進一(yi)步完(wan)善(shan)。一(yi)方面(mian),應(ying)督促未出臺配(pei)(pei)(pei)電(dian)定(ding)(ding)價指(zhi)導文(wen)件(jian)的(de)省市盡快出臺相(xiang)關(guan)文(wen)件(jian)并貫(guan)徹(che)執行(xing),以指(zhi)導各(ge)地區增(zeng)量配(pei)(pei)(pei)電(dian)網(wang)試點(dian)項目定(ding)(ding)價;另一(yi)方面(mian),國(guo)家層面(mian)應(ying)出臺獨(du)立的(de)配(pei)(pei)(pei)電(dian)定(ding)(ding)價成(cheng)本監審辦法,充分考慮配(pei)(pei)(pei)電(dian)資(zi)產折舊、配(pei)(pei)(pei)電(dian)網(wang)在檢(jian)修檢(jian)測、資(zi)產類別、臨時用(yong)工需求、主體的(de)權利和義(yi)務等(deng)方面(mian)獨(du)特性(xing);此(ci)外,應(ying)立足(zu)增(zeng)量配(pei)(pei)(pei)電(dian)網(wang)運營(ying)實(shi)際情況(kuang),論證配(pei)(pei)(pei)電(dian)定(ding)(ding)價方法的(de)科學性(xing)、專(zhuan)業性(xing)和實(shi)操性(xing)并加(jia)以完(wan)善(shan)優化(hua),突破(po)配(pei)(pei)(pei)電(dian)網(wang)發展瓶頸,切實(shi)推進增(zeng)量配(pei)(pei)(pei)電(dian)網(wang)改(gai)革。
(2)盡快配(pei)(pei)電價(jia)格的獨(du)立核(he)價(jia)、自主定價(jia)。在(zai)過渡階段,招標(biao)定價(jia)法(fa)和(he)最高限價(jia)法(fa)無疑是(shi)較(jiao)好的緩沖方案,但(dan)這種定價(jia)機(ji)(ji)制下(xia),配(pei)(pei)網(wang)區域內同一電壓等級電力用戶配(pei)(pei)電價(jia)格相同,未(wei)考慮(lv)(lv)配(pei)(pei)電網(wang)資產體(ti)量(liang)和(he)運營成本(ben),也未(wei)考慮(lv)(lv)不同用能特(te)性用戶之間成本(ben)分攤的差異性。從價(jia)格形成和(he)成本(ben)傳(chuan)導機(ji)(ji)制來看,基于成本(ben)動因的準許(xu)收入法(fa)是(shi)最好的選擇(ze)。
建議由(you)價格主管部(bu)門核定(ding)(ding)配(pei)(pei)電(dian)(dian)網準許(xu)成(cheng)本和(he)配(pei)(pei)電(dian)(dian)量,確定(ding)(ding)合(he)理回報(bao)率,實(shi)(shi)現獨立核價;配(pei)(pei)電(dian)(dian)企業測算向電(dian)(dian)力用戶提供的(de)配(pei)(pei)網接出工程投(tou)資及運維成(cheng)本、配(pei)(pei)電(dian)(dian)共用網絡投(tou)資及運維成(cheng)本,自(zi)主確定(ding)(ding)準許(xu)成(cheng)本分攤原則,形成(cheng)差(cha)別(bie)配(pei)(pei)電(dian)(dian)價格,實(shi)(shi)現自(zi)主定(ding)(ding)價,既(ji)能(neng)保證(zheng)配(pei)(pei)電(dian)(dian)服務成(cheng)本的(de)全覆蓋,又能(neng)實(shi)(shi)現用戶間成(cheng)本的(de)公平(ping)分攤。
(3)并重考慮收益(yi)率(lv)(lv)型(xing)(xing)(xing)和(he)激(ji)勵型(xing)(xing)(xing)定(ding)價方(fang)法(fa)(fa)。收益(yi)率(lv)(lv)型(xing)(xing)(xing)定(ding)價方(fang)法(fa)(fa)可保證成本的(de)(de)(de)(de)完全回(hui)收,有利于(yu)實現財務的(de)(de)(de)(de)可持續性,增強(qiang)投(tou)資者信心。激(ji)勵型(xing)(xing)(xing)定(ding)價方(fang)法(fa)(fa)具有較高的(de)(de)(de)(de)激(ji)勵效率(lv)(lv),但是效率(lv)(lv)因子和(he)初始收入(ru)的(de)(de)(de)(de)確定(ding)需要大(da)量(liang)精力投(tou)入(ru)。建議配(pei)(pei)電(dian)定(ding)價初期采用基(ji)于(yu)收益(yi)率(lv)(lv)的(de)(de)(de)(de)定(ding)價方(fang)法(fa)(fa)(如(ru)準許收入(ru)法(fa)(fa)),調動社(she)會資本投(tou)資配(pei)(pei)電(dian)網的(de)(de)(de)(de)積(ji)極性,且(qie)便于(yu)監管。在積(ji)累大(da)量(liang)數(shu)據(ju)和(he)經驗后,后期逐漸過渡到(dao)激(ji)勵性定(ding)價方(fang)法(fa)(fa)(如(ru)收入(ru)上限法(fa)(fa)、標(biao)尺競爭法(fa)(fa)),刺(ci)激(ji)配(pei)(pei)電(dian)企業(ye)降本增效。
(4)循序漸(jian)進升級成(cheng)(cheng)本(ben)(ben)(ben)分(fen)(fen)攤方法(fa)。配(pei)電(dian)(dian)網節(jie)點較多(duo),覆蓋范圍小,配(pei)電(dian)(dian)成(cheng)(cheng)本(ben)(ben)(ben)分(fen)(fen)攤應(ying)更注重簡單易行、合(he)理適用(yong)(yong)(yong)(yong)(yong)。在配(pei)電(dian)(dian)定(ding)價體系(xi)建設初(chu)期,可采用(yong)(yong)(yong)(yong)(yong)可操作性強的(de)綜合(he)成(cheng)(cheng)本(ben)(ben)(ben)法(fa)分(fen)(fen)攤配(pei)電(dian)(dian)成(cheng)(cheng)本(ben)(ben)(ben),暫不(bu)考慮(lv)成(cheng)(cheng)本(ben)(ben)(ben)外因(yin)(yin)素,以實現收(shou)支平衡(heng),激活(huo)社會(hui)資(zi)本(ben)(ben)(ben)投(tou)資(zi)積極性。后期可逐(zhu)步向邊(bian)際成(cheng)(cheng)本(ben)(ben)(ben)法(fa)過渡,考慮(lv)配(pei)電(dian)(dian)距離(li)、用(yong)(yong)(yong)(yong)(yong)戶(hu)(hu)負荷特性、擴容等(deng)因(yin)(yin)素的(de)影(ying)響,保證配(pei)電(dian)(dian)成(cheng)(cheng)本(ben)(ben)(ben)在新用(yong)(yong)(yong)(yong)(yong)戶(hu)(hu)與老(lao)用(yong)(yong)(yong)(yong)(yong)戶(hu)(hu)、遠距離(li)用(yong)(yong)(yong)(yong)(yong)戶(hu)(hu)與近(jin)距離(li)用(yong)(yong)(yong)(yong)(yong)戶(hu)(hu)、清(qing)潔(jie)(jie)供暖(nuan)用(yong)(yong)(yong)(yong)(yong)戶(hu)(hu)與非清(qing)潔(jie)(jie)供暖(nuan)用(yong)(yong)(yong)(yong)(yong)戶(hu)(hu)等(deng)不(bu)同類型用(yong)(yong)(yong)(yong)(yong)戶(hu)(hu)之間的(de)公平合(he)理分(fen)(fen)攤,為(wei)電(dian)(dian)力用(yong)(yong)(yong)(yong)(yong)戶(hu)(hu)提供明確的(de)位(wei)置信號,引導電(dian)(dian)力用(yong)(yong)(yong)(yong)(yong)戶(hu)(hu)前期決(jue)策。
(5)發展(zhan)分(fen)區(qu)定價(jia)(jia)(jia),分(fen)類核價(jia)(jia)(jia)。不(bu)同(tong)地(di)區(qu)能源、負荷(he)結(jie)構(gou)、地(di)勢差(cha)異(yi)(yi)較(jiao)(jiao)(jiao)大,且不(bu)同(tong)增(zeng)(zeng)(zeng)量(liang)配(pei)網(wang)(wang)產業類型及用電(dian)結(jie)構(gou)差(cha)異(yi)(yi)較(jiao)(jiao)(jiao)大,例如以(yi)金融、電(dian)商等(deng)(deng)輕(qing)資產、高(gao)附加值產業為(wei)(wei)主(zhu)的(de)增(zeng)(zeng)(zeng)量(liang)配(pei)網(wang)(wang)園(yuan)區(qu)和以(yi)有色金屬深加工(gong)為(wei)(wei)主(zhu)的(de)增(zeng)(zeng)(zeng)量(liang)配(pei)網(wang)(wang)園(yuan)區(qu)在供電(dian)可(ke)靠(kao)性(xing)(xing)、負荷(he)特(te)性(xing)(xing)、電(dian)價(jia)(jia)(jia)波動敏感(gan)性(xing)(xing)等(deng)(deng)方面的(de)存在較(jiao)(jiao)(jiao)大差(cha)異(yi)(yi),核價(jia)(jia)(jia)是應(ying)予以(yi)區(qu)分(fen)。因此,在配(pei)電(dian)核價(jia)(jia)(jia)時可(ke)將特(te)征相似(si)的(de)配(pei)電(dian)網(wang)(wang)劃為(wei)(wei)一類,引入標尺競爭(zheng)理論(lun)進行核價(jia)(jia)(jia),強(qiang)化企業間橫(heng)向對比,以(yi)反(fan)映不(bu)同(tong)類型配(pei)電(dian)網(wang)(wang)的(de)配(pei)電(dian)成本差(cha)異(yi)(yi),保障配(pei)電(dian)價(jia)(jia)(jia)格的(de)公平性(xing)(xing)。
(6)設計(ji)考慮分(fen)布式發(fa)電(dian)(dian)(dian)接(jie)入(ru)(ru)和負荷特性的配(pei)(pei)(pei)電(dian)(dian)(dian)價(jia)格(ge)結構(gou)。應考慮分(fen)布式發(fa)電(dian)(dian)(dian)接(jie)入(ru)(ru)對配(pei)(pei)(pei)電(dian)(dian)(dian)網電(dian)(dian)(dian)力需求、潮流(liu)結構(gou)、電(dian)(dian)(dian)能(neng)(neng)質量、成本構(gou)架等方面的影響(xiang),研究配(pei)(pei)(pei)電(dian)(dian)(dian)價(jia)格(ge)與分(fen)布式發(fa)電(dian)(dian)(dian)存在(zai)相互(hu)促(cu)進的動(dong)態匹配(pei)(pei)(pei)關(guan)系,構(gou)建計(ji)及分(fen)布式發(fa)電(dian)(dian)(dian)接(jie)入(ru)(ru)的配(pei)(pei)(pei)電(dian)(dian)(dian)價(jia)格(ge)定價(jia)體系,實現可(ke)再生(sheng)能(neng)(neng)源發(fa)展與配(pei)(pei)(pei)電(dian)(dian)(dian)網業務放開的互(hu)促(cu)共(gong)贏。
同時,考慮配電(dian)(dian)網節點(dian)負荷(he)類型(xing)的(de)復雜(za)多樣性(xing)(xing)(如季節性(xing)(xing)清潔供(gong)暖負荷(he)、隨(sui)機性(xing)(xing)電(dian)(dian)動汽(qi)車充放電(dian)(dian)負荷(he)等(deng)),從價格結構入手探討考慮負荷(he)特性(xing)(xing)、容(rong)量備(bei)用等(deng)因素的(de)多部(bu)制電(dian)(dian)價,提高配電(dian)(dian)價格靈活性(xing)(xing)和(he)彈性(xing)(xing),輔助解決配電(dian)(dian)成本公(gong)平分攤和(he)交叉補貼問題。
(7)工(gong)業園區(qu)增(zeng)量(liang)配(pei)網(wang)經營(ying)(ying)模(mo)式逐漸轉(zhuan)變。工(gong)業園區(qu)增(zeng)量(liang)配(pei)網(wang)進(jin)入實體化運作后,主要(yao)通過(guo)配(pei)電(dian)價格、運維服務(wu)(wu)費(fei)獲取利(li)潤,隨(sui)著后期配(pei)電(dian)網(wang)投(tou)資(zi)及運維費(fei)的增(zeng)加,經營(ying)(ying)壓力(li)較大(da)。增(zeng)量(liang)配(pei)網(wang)園區(qu)需要(yao)探(tan)尋新的運營(ying)(ying)思路(lu),前(qian)期可以資(zi)產租賃的方式,合理分配(pei)現金(jin)和(he)運營(ying)(ying)成本。工(gong)業園區(qu)對能源(yuan)需求(qiu)(qiu)較大(da),且(qie)穩定、集中(zhong),可以與園區(qu)企業對接(jie),發展(zhan)冷、熱、電(dian)聯產的綜合能源(yuan)服務(wu)(wu)模(mo)式,放眼清潔能源(yuan)市場,在儲能、電(dian)動(dong)汽車增(zeng)值服務(wu)(wu)等(deng)領域(yu)尋求(qiu)(qiu)機遇(yu)和(he)發展(zhan)。
(8)探索合(he)理的存(cun)量(liang)(liang)資(zi)(zi)產(chan)(chan)與增量(liang)(liang)資(zi)(zi)產(chan)(chan)界定(ding)方法。資(zi)(zi)產(chan)(chan)范圍的合(he)理界定(ding)是成本核算的前提。增量(liang)(liang)配電業(ye)務改(gai)革中存(cun)在各(ge)種各(ge)樣的復雜情形,未(wei)來不同情形下配網資(zi)(zi)產(chan)(chan)與存(cun)量(liang)(liang)資(zi)(zi)產(chan)(chan)的劃(hua)分判定(ding)、資(zi)(zi)產(chan)(chan)處置也將是重(zhong)點探索的內容(rong)。