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电力改革方案经过酝酿,终于于2002年4月11日由国家计秀发布。这次电力改革有三个特点:第一是涉及面广;第二是复杂,涉及到中央、地方、中国人、外国人;第三是政治性。电监会成立后会是正部级单位,像证监会一样负责电力监管。有关人士认为这次改革的风险控制已在改革方案中加以体现,不能因为有风险就不改革。改革方案出台后,重组将不断推出,特别是发电企业,因为会有若干个发电厂来竞争。改革前,一半以上的发电厂是国家电力公司的,发电上网对于国家电力公司以外的发电厂可能就会有不公平的待遇,改革以后所有的发电厂都会竞价上网,违规建设的小火电由于它的煤耗大、环保差、成本高,自然会被淘汰掉。由于此次改革涉及面广,影响巨大。为此,本刊专访了中国电力专家刘纪鹏先生,并特邀瑞银华宝中国经济与市场策略分析主管陈昌华、瑞银华宝亚洲电力研究主管许淑芳及北京证券公司研发部副总经理康静对电力改革推进过程中的风险、监管、变数及对电力上市公司的分拆、重组及市场机会进行深入分析。
After the power reform program was brewed, it was finally released by the national Jixiu on April 11, 2002. The power reform has three characteristics: The first is related to a wide range; the second is complex, involving the central, local, Chinese, and foreigners; the third is political. After the establishment of the SERC, it will be a ministerial-level unit and be responsible for power supervision as the China Securities Regulatory Commission. Relevant people think that the risk control of this reform has been reflected in the reform plan, and it cannot be reformed because of risks. After the introduction of the reform plan, the reorganization will continue to be launched, especially for power generation companies, because there will be several power plants to compete. Before the reform, more than half of the power plants were owned by the State Power Company. Electricity generation on the Internet may be unfair to the power plants other than the State Power Company. After the reform, all power plants will bid for the Internet and the illegally constructed small thermal power plant will The large coal consumption, poor environmental protection and high cost will naturally be eliminated. As this reform involves a wide range, the impact is huge. To this end, the magazine interviewed Mr. Liu Ji Peng, a Chinese power expert, and specially invited Chen Changhua, head of strategic analysis of China’s economic and market strategy at UBS Huabao, Xu Shufang, head of Asia Power Research at UBS Huabao, and Kang Jing, vice president of research and development at Beijing Securities. The risk, supervision, and variables in the progress of the reform of the power industry, as well as an in-depth analysis of the dismantling, reorganization, and market opportunities of listed companies in the power industry.