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近年来,我国的电力体制改革取得了实质性进展,国家相关部门相继出台了一系列政策与管理办法,有力地推进了我国电力工业健康、有序发展。但是,在国民经济持续增长以及其他影响煤炭供给能力等因素的共同作用下,煤炭供求矛盾依然紧张,煤炭价格持续上涨,全国发电企业面临着全面亏损的局面。从价格管制导致租值消散的理论出发,分析探寻当前“电荒”背后的经济规律,对进一步加深对电价形成机制和“电荒”现象的认识,意义重大。
In recent years, the power system reform in our country has made substantive progress. Relevant departments of the state have successively promulgated a series of policies and management measures, which have effectively promoted the healthy and orderly development of China’s power industry. However, with the continuous growth of the national economy and other factors that affect the coal supply capacity, the contradiction between supply and demand of coal is still strained and coal prices continue to rise. As a result, the national power generation enterprises are facing a situation of overall losses. Starting from the theory that price controls lead to the dissipation of rental values, it is of great significance to analyze and explore the economic laws behind the current “power shortage” and further deepen our understanding of the formation mechanism of electricity tariffs and the “electricity shortage.”