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Electricity reform has been around for nearly three years, and various policies have been released, power purchases and sales have gradually begun, and incremental distribution networks have been gradually implemented. However, from the initial aspiration of this wheel power reform, the current situation can be described as “the flowers are so beautiful that they are trying to attract people’s eyes, but the grass is so beautiful that they can’t help but have no horses.” For all kinds of enterprises, she was especially popular. She remembered that these people are recording knowledge competition programs. She is a civilian enterprise that focuses on electricity reform. How to treat the current situation of electricity reform and what the direction of electricity reform in the next three years? Tomorrow, the author will try it out with the master Escort manila and discuss it all the way. Real logic after href=”https://philippines-sugar.net/”>Sugar daddy.
(Article source: Fish EyeSugar daddyView the phone Author: Yu Qing)
1. The purpose of the important mark of power reform in the next three years is to adjust the stock market
For the judgment of the purpose of the important mark of power reform in the next three years, I personally believe that it is still a process of adjustment and game in the existing market. This adjustment is important in the purpose of the two standards:
1. Power sales side transformation
The power sales side transformation of power reform is essentially a tree-stand-stand-power wholesale market, with the goal of Escort manilaThe perfection of the current market. The focus of the side transformation of the power sales is to complete a stock advantage adjustment between the Internet-power manufacturers (and a large number of developers)-power users. That is, the Internet has changed its profit form, and has excluded the red profit from the purchase price difference to the distribution price, so as to allow the high and low travel of the power chain.
From the current situation, those who enjoy the red profits of this door start with power users (you can refer to the red ratio of power companies and users in the Guangdong price difference contract), and then a large number of developers (the important thing is the national and electric power companies). As for small and medium-sized power companies, they only enjoy the red profits of one door.
From the trend of future stock market, the power wholesale market isThe current goods of large quantities of goods and the purchase and sale of long-term and futures contracts will have a more important impact on the scale. Personally, I believe that after the construction of the current market is completed, there are actually only a few huge numbers of people who can truly have game talents. This is also one of the reasons why the current market construction plan of a certain province will not be able to see the shadow of ordinary electric sales companies until 2020.
2. Distribution side transformation
The focus of distribution side transformation is actually the process of setting up and setting up the quality assets from the head to the head to the new situation. Its essence is to complete the asset setup and operation fee rights of the original power supply company’s basic financing distribution assets to the office (and the domestic enterprises that the agency has presented) and domestic large power generation enterprises, thereby completing the process of asset setup and installation.
So from this perspective, we understand why the voltage level of incremental allocation networks is 220kV/110kV or below, rather than the Internet enterpriseManila escortIn business governance, it is easy to understand, because distribution assets must be built into the Internet, and distribution assets of 10kV or below are not systemic and cannot form an asset system.
Of course, the deeper behind this asset investment right is actually the problem of network construction investment operation effectiveness. This topic is too in-depth and this article will not be expanded.
2. The essence of electric transformation in the next three years is a game process
From the above analysis, we can see that the focus of the electric transformation in the next three years is still the adjustment of the existing good format, which also means that the supporting role of the electric transformation platform is rich in color, the agency, the five-year electric power generation group and other talented people to participate in good game.
From the perspective of game, there are two characteristics of current electric changes, one is the hierarchical game, and the other is the funnel-type red profit release.
1. Tidal game
The game in the process of adjusting the format of electric reform. The first layer is the policy level, and the important manifestation is the policy documents related to the center and provincial level; the second layer is the operation level of the power distribution policy of the office, the five major and the electric network company, such as the current market plan and the networking trials for each batch.Application approval, etc.; the third layer is a specific project and market level, such as competition in the power market, specific network project ranking, etc.; the fourth layer is a micro-view layer, such as competition in a specific electricity user, or specific equity setting and asset purchase plans for the InternetEscort manila project.
2. Funnel type Sugar daddyRed-winning release
Did the author of the hierarchical game format presented by the current electricity change have been logically painted? , so the higher the game level the Sugar baby is involved in, the greater the red profit you can enjoy. The previous level of red ribs will be released downward like a funnel.
For example, if a certain power generation group can gain more vocabulary rights at the provincial level, it will have more opportunities to participate in the province’s allocation investment and construction, and at the same time, it can gain more initiative on a specific project, and facilitate power generation factories in the location area to compete with the market. Finally, it can compete with this on the micro level. href=”https://philippines-sugar.net/”>Escort Some design institutes and engineering companies that the power generation group has cooperated with for a long time have won more projects in the configuration of network construction. This top-down layer red release is the obvious stock-friendly funnel release.
3. The rhythm of electric transformation is to transform the stock into incremental transformation
If the main line task of electric transformation in the next three years is to adjust the stock advantage format of the main body, then this main line task is also making corresponding walls for the subsequent transformation deepening, that is, to bring incremental growth with the stock, and through the adjustment of the stock format, the power industry will transform to a more efficient, more professional and more quality dynamic service. If some companies cannot see this more macro transformation, and only focus on the current stock adjustment, then there will be a wrong judgment on the purpose and business planning of future power conversion.
For this generous judgment, I personally believe that the followingSeveral reasons:
1. The stock benefits are always unlimited.
No matter whether it is the price difference on the sales side (or maybe it is profitable from the power generator), it is still an increase in Sugar Baby‘s distribution network investment, the red profit release effect should always be reduced at the same time. That is, in the next 5-10 years, the red profit adjusted by this round of stock will be zero. If there is no incremental transformation in the stock, what is the purpose of the next round of power reform?
2. The multiplier effect of transformation should be developed
The red profit of inventory transformation is the additive effect. One good theme allows the benefits to another subject, which is essentially an additional reduction method. Although it can increase the effectiveness of asset investment, Sugar baby This kind of increase will not be an index increase. Only after the market failure is broken, the overall development of the high and low-rise industries of Manila escort is stimulated to develop the multiplier effect of transformation and form a red profit double rather than a red profit funnel. This multiplication effect can also be called the industrial chain bioefficiency effect. From the perspective of future trends, only by transforming and upgrading to dynamic services can the multiplier effect of this transformation be fully developed.
3. The regularity of Internet development
For Internet, there was a saying that “reduce, lightly match, and not use”, which is the clear comparison between scores and spiritual conditions. In addition, the reason why Wan Yurou’s heroic signs and Ye Qiuguan is that the Internet companies are subject to the system mechanism, and the investment in the power distribution cycle is relatively small. From the standard distribution price of the reserved pow TC:
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