The Market Is Worried That The Profit Prospects Of The Four Open Areas Of The State Grid Are Unknown.

- Oct 19, 2018-

Recently, according to the Economic Information News: State Grid Corporation introduced the four categories of open classification into social capital, in which the market is open to distributed power grid-connected and electric vehicle charging and replacing, and pumped storage power stations and peak-modulated frequency-modulated energy storage projects are The investment openness was implemented, and the DC UHV with better “Qian Jing” was considered, but it failed to enter the open list. Our reporter learned yesterday that private enterprises said that the monopoly of the power grid is still very strong.

There has been no major change in the current pattern.

According to the report of the Economic Information Daily, relevant insiders said that the future state network will also integrate the company's listing resources and promote the listing of qualified enterprises. Compared with PetroChina’s nearly 100 billion West-East Gas Pipeline asset transfer, the reform of the State Grid has made the market somewhat disappointing. The profit prospects of the above four open sectors are unclear, and some people in the industry are more directly pointing to their “sufficiency”. The status quo of monopoly has not changed.

"Because the power supply network has already become a network, the above-mentioned policy of the State Grid is basically a change of medicine. The elimination of the power grid monopoly still requires more changes, including the direct purchase of power from the power supply, the divestiture of power subsidiaries, etc." Yesterday, a director of a private power company Long told this reporter.

Liu Zhenya, chairman of the State Grid, said in a recent article, "We must speed up the construction of UHV backbone grids and the national unified power market, and promote the intensive development of large coal-fired power, large hydropower, large nuclear power, and large-scale renewable energy power generation bases." People pointed out that the reference to the "national unified power market" is impressive, which shows that the current development pattern of the national grid has not changed greatly.

Reform will not begin until at least the end of June

The market has rumored that the direction of the new round of power market reform has been fixed, and the State Grid may be dismantled into five. "The energy bureau needs to be straightened out first, then talk about the power reform plan, but there is still no consensus on power reform." People close to the regulatory level said that the National Energy Administration must wait until the end of June this year to complete the "main responsibilities, internal institutions, staffing" three plans, and the rights of the former Energy Bureau and the Electricity Regulatory Bureau need to be rationalized. After that, the local energy bureau will be involved.

The focus of the grid reform is still the electricity price reform to clarify the cost of the grid, and the simple physical split does not solve the fundamental problem. What's more, after 2005, the State Grid has launched the construction of UHV grids nationwide.

“UHV has formed a large grid of chessboards in the national transmission and distribution grid, and has broken the existing regional power grid. Now it has become difficult to operate the national grid.” A person close to the former SERC said .

Since 2002, the State Council has approved the power system reform plan with the purpose of “separate plant and network, bid on the Internet, break monopoly, and introduce competition”. However, after more than ten years of electricity reform, the bidding mechanism has not been established, and power dispatching has not been implemented. Separation from power grid enterprises, the Northeast power market and direct purchases and other pilots have reached a stalemate.

According to sources, in 2012, the SERC, the State Council Research Office, and the National Energy Administration reported several sets of power reform plans, including the separation of the State Grid Corporation into five, and the separation of power transmission and distribution and power sales. At present, these programs are not controversial because of the controversy.


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