效率提升、租金转移与市场化改革——基于电力行业改革的社会福利分析  

Efficiency Improvement,Rent Transfer and Market Reform——A Welfare Analysis of Electricity Market Reform

作　　者：宋枫 崔健 蒋志高 SONG Feng;CUI Jian;JIANG Zhigao(Renmin University of China;Energy Talent Consulting Co.,Ltd.)

机构地区：[1]中国人民大学应用经济学院,100872 [2]知能汇融咨询有限公司

出　　处：《经济学（季刊）》2023年第2期464-480,共17页China Economic Quarterly

基　　金：国家社科基金重点项目(20AJL005)对本研究的资助。

摘　　要：本文分析了电力行业市场化改革的福利改善机制,利用广东省2018年高频电力数据量化评估了改革带来的短期社会福利改善效应和再分配效应,并据此比较不同的电力批发市场模式。市场竞争取代计划分配发电量可以消除企业间生产配置的扭曲,带来社会总体福利的改善。同时,竞争使得生产者剩余向消费者剩余转移,不同成本的生产者受到的冲击也不相同。不同市场模式的社会总体福利改善程度没有显著差别,但再分配效应差别较大。This study analyzes the welfare improvement mechanism of electricity market reform and then quantifies the short-term social welfare improvement effects and redistribution effects under different scenarios using high-frequency electricity data of Guangdong Province in 2018.Compared with planning scenario,market reform can eliminate the production inefficiency among power plants and improve social welfare.Competition transfers producer surplus to consumer surplus,the reduction in electricity bills comes more from rent transfer.Plants with different costs are affected heterogeneously.There is no significant difference in the improvement of total welfare under different market scenarios,but the re-distributive effect is quite different.

关 键 词：电力市场改革 社会福利分析 再分配效应 

分 类 号：F426.61[经济管理—产业经济]