The profit prospects of the open area of ​​the State Grid are unknown

Yesterday, according to the Economic Information Daily, the State Grid Corporation of China introduced the four fields of classification and opening to social capital, including opening up the market for distributed power grid-connected and electric vehicle charging and changing. Pumped storage power stations and peaking and frequency-modulated energy storage projects The implementation of investment liberalization, and the "high-voltage DC" UHV has been considered, but ultimately failed to enter the open list. The reporter learned yesterday that private enterprises have indicated that the power grid monopoly is still strong.

There is no major change in the current pattern

According to a report from the Economic Information Daily, relevant insiders stated that in the future, State Grid will also integrate the company’s listing resources and promote the listing of qualified companies. Compared with the assets transfer of PetroChina’s nearly 100 billion yuan in the West-East Gas Pipeline, the reform idea of ​​the State Grid has caused some disappointment in the market. The profitability prospects of the above four open areas are not clear, and people in the industry have even pointed out that it is “perfunctory” and the electricity The status quo of monopoly has not changed.

“Since the power supply network has become a network, the above policy of the State Grid is basically changing the market. There are still more changes to break the monopoly of the power grid, including the direct purchase of power from the power supply side and the divestment of power subsidiary companies.” Yesterday a director of a private power company Long told this reporter.

According to a recent article by Liu Zhenya, chairman of the State Grid Corporation of China, “We must speed up the construction of UHV backbone grids and the nationwide unified electricity market, and promote the intensive development of large coal-fired power plants, large hydropower, nuclear power plants, and large-scale renewable energy power generation bases.” The source pointed out that the reference to the “National Unified Power Market” was impressive, indicating that the current development pattern of the State Grid has not undergone major changes.

Reforms must begin at the end of June at least

The market has rumors that the direction of a new round of reform in the market-oriented power system has been set, and the national grid may be split into five. “The internal energy bureau must be straightened out before talking about the power reform program. However, there is still no consensus in the current power reform.” People close to the supervisory level stated that the National Energy Administration must wait until the end of June this year to complete the three main programs of “main duties, internal institutions, and staffing”. It is necessary to rationalize the rights of the former Energy Bureau and the State Electricity Regulatory Bureau. Shun, then it will involve the local energy bureau.

The focus of power grid reform is still the reform of electricity prices and the clarification of grid costs. Simple physical separation does not solve the fundamental problems. What's more, since 2005, the national grid has started the construction of UHV power grids nationwide.

“The UHV has created a chessboard-like grid for the nation’s transmission and distribution network, and it has broken the existing regional grid pattern. Now that it has been split into the national grid, it has become difficult to operate.” said one source close to the SERC. .

Since 2002, the State Council has approved the power system reform program with the aim of “separating the plant and network, bidding for the Internet, breaking the monopoly, and introducing competition”. However, over a decade of progress in electric power reform, the bidding mechanism has not been established, and power dispatch has not been established. Separated from the grid companies, the northeastern power market and direct purchase of electricity and other pilots have stagnated.

According to sources, in 2012, several departments including the State Electricity Regulatory Commission, the Research Office of the State Council, the National Energy Administration and other departments reported several sets of power reform programs, including the dismantling of the State Grid Corporation of China, the separation of transmission and distribution, and sale of electricity, but as of At present, these proposals are controversial and their opinions are not uniform.