Who made the State Grid Empire

The national grid’s own “enterprising spirit” is also an important reason for creating the empire. Just as the chairman of the State Council’s state-owned key large-scale enterprise supervisory board stated to “Oriental Outlook”, “For various reasons, in the event that electricity reform has been stagnant, the country The grid took action and 'I'm doing my own'."

“Oriental Weekly” reporter Zhao Xinshe|Beijing report “The days when there were no team leaders in two years may be over.” A staff member of the power system reform working group told the reporter on April 13th, “Since 2008, the power system The leader of the reform work team has been left unattended, and the electric reform team has never opened an office meeting. "Now, the problem is being solved! ”

With the team leader, will the new round of power system reform that began in 2002 be renewed?

On February 10, 2002, the State Council issued the "Electric Power System Reform Program," marking the departure of the market-oriented electric reform, but it was not far off. It was stalled for various reasons.

Public opinion shockwave For a period of time, there has been a shock wave in the public opinion field that has plagueed the monopoly of the State Grid Corporation of China.

The closest is the "Business Empire" cover story in March 2010. The target of this article is the State Grid Corporation of China: As of the end of 2008, the total assets of the State Grid reached 1646.2 billion yuan, which is enough to buy a lot. The African countries have 1.537 million employees, which is also more than the national population of many countries.

In January, "Financial National Weekly" published a cover article "State Grid Monopoly Expansion": "This is an acquisition that has the prospect of power reform." “At the beginning of 2010, the State Grid Corporation of China entered the final approval stage for the acquisition of the 'leading' of the electrical equipment manufacturing sector – Pinggao Group and XJ Group. Once approved, it means that the State Grid Corporation of China is responsible for the assets of upstream auxiliary businesses. Acquisitions may be 'unstoppable'."

The media has been paying attention to the national grid.

For example, the “Gold and the Imperial Empire Survey” in 2004 and “Who's Luneng” in 2007, and the “Why is the power reform difficult to move forward” launched by the magazine in 2009, are often mentioned by industry insiders.

According to the reporter’s understanding, some old comrades buy magazines at their own expense and send them to senior leaders. Most of these people come from the original National Planning Commission’s investment system and machinery industry.

An analyst said that according to China's anti-monopoly law, there is no objection to the monopoly position of large state-owned enterprises, and the objection is to abuse monopolistic behavior. Therefore, the rational acquisition of the national grid is not terrible. The fear is that “this huge empire has Unprecedented ambition, ability, and strong ambition to systematically lock in."

The media represented the public's doubts. Thunder (a pseudonym) involved in the design of the electric reform system said: "The market-oriented electric reform has been in place since 2002, and it has been eight years since. Why is it difficult to advance? How can one and monopolistic behavior arise? Inextricably linked to the "State Grid Empire"?" "State Grid Empire" and the reason why the price system appears "State Grid Empire", Lei Ming believes that the current price system.

Under the current power system, the State Grid is a monopoly of “solely buying and selling electricity alone.” The revenue should be the user’s electricity fee of “reasonable cost plus (government-defined) profit”. It can only cover the wages of employees and the national plan. With regard to the transformation of power grids, etc., the final revenue should be very small.

However, in the real world, the national power grid is very powerful and has a lot of resources. Only the input of UHV power grid projects will be measured in hundreds of millions of yuan.

Where did the money come from?

The problem lies in the electricity price system. Because under the current electricity price policy, due to the information asymmetry, the government and the public can hardly figure out the true cost of the transmission and distribution tariffs in the power grid sector because of the final price of electricity. Therefore, it cannot be scientifically priced, resulting in losses in real life. The distribution price is only a simple reduction of the sales price and the electricity price of the power generation company.

The State Grid Corporation sold 2.2748 trillion kWh of electricity in 2009. If one cent per kWh is collected, it will receive an additional 22.274 billion yuan in one year.

At a tariff settlement meeting for power grid companies and the five largest power generation companies, power generation companies used anonymous materials to report to the relevant government departments that, compared with the level of electricity prices stipulated by the state, the State Grid and their settlement prices were lower by 3 or 4 points per kilowatt-hour. money.

The head of Sinosteel Jilin Carbon Co., Ltd. had complained at a meeting in mid-2009 that he had asked the relevant government department for an answer to “how much should the transmission and distribution price be?” but no one explained it to him.

Liu Shujie, Director of the Institute of Macroeconomic Research of the National Development and Reform Commission, told this correspondent: “I’m afraid he (the person in charge of Sinosteel Jilin Carbon Co., Ltd.) has not received a satisfactory response because the cost of transmission and distribution costs is difficult to define clearly. ."

The electricity pricing right is the responsibility of the National Development and Reform Commission, where Liu Shujie is located. According to industry insiders, he is an important drafter of an important supporting reform document for the power reform program “The Electricity Price Reform Program” (promulgated in 2003).

Tan Rongji, director of the State Electricity Regulatory Commission, also stated at the end of 2009 that “cost accounting for transmission and distribution is a problem that must be resolved in the electric reform”.

In 2008, the State Electricity Regulatory Commission pointed out in its 2007 report on the implementation of electricity price monitoring. As the electricity system reform is not in place, the transmission and distribution prices have not yet been independently verified. The difference between the purchase and sale price and the nationally announced transmission and distribution prices is relatively large.

Lei Ming believes that the unclear cost of transmission and distribution costs is the result of the lag in electricity price reforms, and the latter is the result of some people blocking the rent.

The “Electricity Pricing Reform Program” issued in 2003 and the “Implementation Measures for Electricity Price Reform” after that stipulated that the on-grid electricity price of power generation enterprises and the electricity sales price of users should be formed by market competition. The government’s administrative approval of transmission and distribution prices means “opening the two ends and keeping the middle in check”. However, the actual situation is "to keep both ends in control, regardless of the middle", that is, the Internet, the sale of electricity prices approved by the government, transmission and distribution prices with the difference between the sales price and the electricity price changes.

Compared with power transmission companies and power distribution companies, there are many more power generation companies and more power users. Therefore, if market reforms are carried out “opening both ends and keeping the middle in check”, the chances of approving rent-seeking will be “poor”!

The impulse of the State Grid, in addition to policy reasons, the State Grid’s own “enterprising spirit” is also an important reason for creating the “State Grid Empire”.

Just as the chairman of the board of supervisors of state-owned key enterprises of the State Council told the Oriental Outlook Weekly, “For various reasons, the State Grid has taken action and “I’m doing my own” under the condition that the electricity reform has stopped.”

One of the “ego” actions taken by the State Grid is power.

A member of the Office of the Power System Reform Working Group complained to the reporter that “The market-oriented reform experiment of China Southern Power Grid Co., Ltd. was successful and should have been promoted nationwide. As a result, the national power grid has collected power!”

Article No. 9 of the “No. 5 Document” stipulates that the power grid assets shall be reorganized and the North China, Northeast, Northwest, East China and Central China Power Grid Corporations shall be established. The State Grid Corporation shall be responsible for the establishment of the company, establish regional grid limited liability companies or joint stock limited companies, and establish the Southern Power Grid Corporation. , The establishment of the work is the responsibility of the controlling party and is implemented separately in the national plan.

This provision is actually the formation of six regional power grid companies, of which China Southern Power Grid is an experimental field for market-oriented reform of China's power grid.

According to the design of the system at that time, the State Grid was only the representative of the grid assets investor under the management of the former State Power Corporation. There were three duties: responsible for power transaction, dispatching and coordination of certain things among the regional grids, and participation in investment, construction and operation of trans-regional trans- And networking projects, commissioned by the relevant state departments to assist in the development of power grid development planning. The legal power of the regional grid company has been strengthened. It requires the establishment of a modern enterprise system, with clearly defined property rights, clear rights and responsibilities, separation of government and enterprises, and management science, and legal property rights.

When the market-oriented reforms of the China Southern Power Grid achieved results and they were ready to be promoted by the other five regional grid companies, the State Grid Corporation had acquired the human rights and interests of the five regional grid companies, and even the provincial companies under the jurisdiction of the regional grid. The financial and material powers are also collected together to form a giant monopoly company that covers 70% of China's power grid area.

At the same time, the national power grid has also created a monopoly carrier for technology – the UHV grid.

Yang Mingzhou, who served in the Electricity Regulatory Commission, once stated that the construction of the UHV power grid in the State Grid has formed a technical barrier and contradicts with the regional grid system structure stipulated in the “No. 5 Document”, which will further consolidate and strengthen the monopoly position of the power grid.

The intensive reporting of the media "can influence the decision-making level." Wu Zhonghu, a retired researcher of the National Energy Research Institute of the National Development and Reform Commission, told the reporter: “Depressed Power Reform” was responded to by the decision-making level after being published in the media in May 2000. The right is transferred from the State Economic and Trade Commission to the former National Development Planning Commission.

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