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Mobile WebSiteAccording to the reporter's understanding, this phenomenon is not an isolated case. Previously, similar cases have occurred in other regions.
From the perspective of industry insiders, the "Notice" not only corrects government funds and additional collection errors, but more importantly, it clarifies the legal status of incremental distribution networks and confirms that incremental distribution networks are power grids through administrative actions. Big user.
What is incremental distribution network?
Incremental distribution networks include new incremental distribution networks, mixed-ownership investment in distribution network expansion and expansion, and stock distribution networks outside of the existing assets of power grid companies. In principle, it refers to local power grids such as 110 kV and below voltage level power grids and 220 kV and below voltage level industrial parks (economic development zones), and does not involve the construction of 220 kV and above power transmission grids.
The root of the contradiction is the division of interests in power transmission and distribution
The reporter’s inquiry found that as early as 2017, the “Reply of the General Office of the National Development and Reform Commission General Office of the National Energy Administration on Issues Concerning the Reform of Yunnan’s Incremental Distribution of Electricity Business” clearly pointed out that the incremental distribution network is equal to the provincial power grid. The dominant position in the market. But the reality is that many places are still treating incremental distribution network companies as large power users in terms of grid interconnection and price settlement.
An industry observer told reporters that from the beginning of the 2016 incremental distribution network to the present, its weak position has not changed.
Peng Peng, secretary general of the China New Energy Power Investment and Financing Alliance, believes that the power grid treats incremental distribution networks as large users. The core problem is that the incremental distribution network does not have its own power source. Therefore, from the perspective of the power grid, the incremental distribution network plays the role of a large user or transfer power supply. "In this case, it is difficult to change the weak position of the incremental distribution network."
A power grid expert who asked not to be named said that at present, large power grids still treat incremental distribution networks as major customers, and there are unreasonable charges for incremental distribution networks. The source of the contradiction is the division of power transmission and distribution interests.
"Although to a certain extent, the incremental distribution network reduces the investment pressure on the power grid, but for the power grid companies, it also means a re-division of the interest pattern. At present, the two sides have not yet formed a win-win situation. To live the lifeblood of the power supply of the incremental distribution network, the'wool' charge will also appear." The power grid expert said.
Incremental distribution network integration with large power grids is an inevitable trend
The "Notice" issued by Yunnan this time can fundamentally change the situation that incremental distribution networks are regarded as large users?
Peng Peng said that this idea is too optimistic. "This is not something that can be changed by a "Notice", but when incremental distribution network cannot be an independent entity, the market can only operate in accordance with the wishes of large power grids. At this stage, incremental distribution network does not have the same capabilities as large power grids. The power of the grid negotiation."
The above-mentioned power grid experts believe that in market competition, incremental distribution network companies are just "athletes", while large power grid companies play the roles of "athletes" and "referees" at the same time. Under such a system design, it is entirely reasonable that the incremental distribution network reform pilot is difficult to achieve the expected goals.
An industry insider told reporters that the incremental distribution network pilot is a breakthrough in this round of power reform, and the integration of incremental distribution networks and large power grids is also an inevitable trend. Incremental distribution networks and large power grids must be planned, standardized, and dispatched in a unified manner. .
"It enjoys the same status as the large power grid in terms of investment and construction, transaction settlement, dispatching entities, and operation entities. It is the basis for achieving the integrated development of the incremental distribution network and the large power grid. Supervision in business areas, grid access supervision, and information disclosure supervision Fair supervision in other aspects is the guarantee for the integration of incremental distribution networks and large power grids." The industry insider said.
Recently, the market is also releasing positive signals. Energy regulators have repeatedly raised their swords to safeguard the legitimate rights and interests of the incremental distribution network as a power grid company. For example, in June this year, the Shanxi Regulatory Office of the National Energy Administration issued an "Administrative Ruling", ruling that Datong Development Zone Yunzhou Electric Power Co., Ltd. has the same rights and obligations as grid companies in the incremental distribution network pilot area and enjoys fair access. The right to the grid. The State Grid Datong Power Supply Company is required to perform fair access obligations and complete the grid-connected power transmission of 110 kV substations before October 1 this year.
Clarify the status of the main body, distinguish rights, responsibilities and interests
"Nine out of ten losses" is a true portrayal of the current survival status of incremental distribution networks. On the whole, incremental distribution network operation is still between life and death. In addition to being squeezed by the large power grid, it also has its own factors. Therefore, some people believe that it is not possible to push all the problems to the large power grid just because the incremental distribution network is in a weak position.
The above-mentioned industry insiders said that the incremental distribution network projects selected by private capital in the early stage are generally areas with relatively good resources and profitability, and the development mode is relatively extensive, which is not essentially different from independent investment in the power grid. In order to change the current predicament, incremental distribution network must give full play to its flexibility advantages, through technology and model innovation, to improve the ability to serve customers, thereby improving profitability and level.
"The key to reversing the current dilemma is to rely on incremental distribution network companies to save themselves." Peng Peng said, "Just like Henan, we will strive to provide more than 80% of the incremental power consumption in the pilot incremental power distribution business reform in 2025. A batch of'source-network-load-storage integration' demonstration projects, the incremental distribution network can give full play to the advantages of large-scale consumption of new energy power, as well as the price advantage relative to the large power grid, and realize the turnaround from loss to profit."
The above-mentioned industry insiders said that it is possible to consider the integration of distribution and utilization in operation management, that is, the organic integration of power distribution inspection and power service management, which not only manages "regulatory assets", but also extends service delivery capabilities to the customer list to help Customers improve the operating efficiency of power distribution systems, energy systems, and even load equipment at the end of energy.
"It is necessary to look at the problem from a development perspective, give the incremental distribution network sufficient growth time and tolerance, strengthen the guidance of the incremental distribution network, determine its market dominant position, and clearly divide powers, responsibilities and benefits." said the above-mentioned power grid expert.
