廠區售電(dian)的電(dian)價并非固定統一,而是受多(duo)重因素(su)聯動影響,核心(xin)決(jue)定因素(su)可分為政(zheng)策、市場、成(cheng)本、客戶四大維度,云南朔銘電(dian)力(li)工(gong)程公司分析具(ju)體如下:
政策與監管因素
這是電(dian)(dian)(dian)(dian)價的(de)(de)(de) “基(ji)礎框架”。包括國家或地方(fang)制定(ding)的(de)(de)(de)基(ji)準電(dian)(dian)(dian)(dian)價(如(ru)燃煤基(ji)準價)、輸(shu)配電(dian)(dian)(dian)(dian)價(電(dian)(dian)(dian)(dian)網企業收取的(de)(de)(de)輸(shu)電(dian)(dian)(dian)(dian)費用,由政府核定(ding)),以(yi)及針對特定(ding)領域的(de)(de)(de)政策調(diao)整(zheng)(如(ru)工業電(dian)(dian)(dian)(dian)價上(shang)浮 / 下浮限制、綠(lv)色電(dian)(dian)(dian)(dian)力補(bu)貼(tie)政策等),這些直接劃(hua)定(ding)了電(dian)(dian)(dian)(dian)價的(de)(de)(de)合理區間。電力(li)市場供需波(bo)動(dong)這是電(dian)價的(de) “動態(tai)調(diao)節項”。在市(shi)場(chang)化交(jiao)易中(zhong),若某時段(duan) / 區域電(dian)力需(xu)(xu)求旺盛(sheng)(如(ru)夏(xia)季工業用電(dian)高峰)、供(gong)應緊(jin)張(如(ru)水電(dian)枯水期、火電(dian)裝機不足),電(dian)價可能隨供(gong)需(xu)(xu)關(guan)系上漲;反之,需(xu)(xu)求低(di)迷(mi)、清潔能源(風(feng)電(dian) / 光(guang)伏)大(da)發(fa)時,電(dian)價可能下降。此(ci)外,現貨市(shi)場(chang)的(de)實時價格、中(zhong)長期合(he)約(yue)的(de)約(yue)定價格,也會受供(gong)需(xu)(xu)影響。發電成本構成這(zhe)是(shi)售(shou)電(dian)(dian)(dian)企業定價(jia)的(de) “成(cheng)(cheng)本(ben)底(di)線”。廠區售(shou)電(dian)(dian)(dian)的(de)電(dian)(dian)(dian)力來(lai)源(如外購火電(dian)(dian)(dian)、自建光伏 / 風(feng)電(dian)(dian)(dian)、購綠電(dian)(dian)(dian))直接影(ying)響(xiang)成(cheng)(cheng)本(ben):火電(dian)(dian)(dian)成(cheng)(cheng)本(ben)與煤炭價(jia)格、運輸(shu)費(fei)用掛鉤(gou);新能(neng)源成(cheng)(cheng)本(ben)與設備投資、運維費(fei)用相(xiang)關;同時還包括電(dian)(dian)(dian)力采購中(zhong)(zhong)的(de)線損費(fei)用(電(dian)(dian)(dian)力傳輸(shu)中(zhong)(zhong)的(de)損耗)、交易手續費(fei)等(deng),這(zhe)些(xie)成(cheng)(cheng)本(ben)會部(bu)分(fen)轉嫁到最終電(dian)(dian)(dian)價(jia)中(zhong)(zhong)。客(ke)戶(hu)自身用電特性這是電(dian)(dian)(dian)價的(de) “個性化影響項”。售電(dian)(dian)(dian)企業(ye)會根(gen)據廠(chang)區(qu)客(ke)戶(hu)的(de)用(yong)電(dian)(dian)(dian)量規(gui)模(大客(ke)戶(hu)通常能享受(shou)批量折扣)、用(yong)電(dian)(dian)(dian)時段(duan)(duan)(高(gao)峰(feng) / 平段(duan)(duan) / 谷段(duan)(duan)用(yong)電(dian)(dian)(dian)占比,高(gao)峰(feng)用(yong)電(dian)(dian)(dian)多則電(dian)(dian)(dian)價可能更高(gao))、用(yong)電(dian)(dian)(dian)穩定性(負荷波動(dong)小的(de)客(ke)戶(hu)風險更低,電(dian)(dian)(dian)價更優(you)惠),以及是否有(you)特殊需(xu)求(如全時段(duan)(duan)保供電(dian)(dian)(dian)、100% 綠電(dian)(dian)(dian)采購)來(lai)調整定價,形成差(cha)異化報(bao)價。