四川省气电容量成本回收机制研究  

Cost recovery mechanisms on gas-fired electricity capacity in Sichuan Province

作　　者：蒋龙[1] 程晶[2] 梅琦 王富平[1] 李琦[2] 张建平[1] 肖佳 JIANG Long;CHENG Jing;MEI Qi;WANG Fuping;LI Qi;ZHANG Jianping;XIAO Jia(Natural Gas Economic Research Institute,PetroChina Southwest Oil&Gasfield Company,Chengdu,Sichuan 610051,China;Petro-China Southwest Oil&Gasfield Company,Chengdu,Sichuan 610051,China)

机构地区：[1]中国石油西南油气田公司天然气经济研究所,四川成都610051 [2]中国石油西南油气田公司,四川成都610051

出　　处：《天然气技术与经济》2024年第1期88-94,共7页Natural Gas Technology and Economy

基　　金：中国石油天然气集团有限公司软科学研究课题“新型能源体系下天然气发展前景与策略研究”(编号:中油研20230115-3)。

摘　　要：四川省发展气电是实现“双碳”目标,提升电力调峰调频、确保安全稳定供电的重大举措。2022年四川省出台气电上网两部制电价政策指导意见,明确气电容量电价按一定合理收益回收固定投资成本,电量电价与气价实施联动调整。通过梳理国家及部分省份的气电两部制电价政策,调查分析四川气电的成本构成,研究对气电投资成本回收机制并测算容量电价,提出了容量电价测算原则、方法以及疏导路径的相关建议。研究结果表明:①因地制宜出台气电价格政策有利于推动气电产业健康可持续发展;②实施气电两部制电价有利于通过容量电价回收固定成本且取得合理收益,有利于促进四川气电产业有序健康可持续发展,并通过相对较低的电量电价实现与电力市场逐步接轨,增强市场竞争力;③容量电价按照“谁受益、谁承担”和“合理分摊、动态调整”原则进行疏导;④气电容量电价标准按资本金内部收益率8%对应取值,F机组容量电价标准可为28元/(kW·月),并且容量电费由该省内大工业、一般工商业用户疏导分摊。Expanding gas-fired electricity in Sichuan Province is an important initiative to achieve the"dual carbon"goal,improve the peak shaving and frequency regulation for electric power,and ensure the safe and smooth power supply.In 2022,Sichuan issued some policy recommendations and guidance on the two-part pricing of gas-fired electricity.It is pointed out that the price of gas electricity capacity shall recover the fixed investment costs according to certain reasonable return,and gas price is linked with electric price for adjustment.So,policies on two-part electricity price in China and some provinces were sorted out.Furthermore,the component of gas-fired electricity costs in Sichuan was investigated.Then,recovery mechanisms of gas electricity investment were discussed,and the capacity price was calculated.Finally,the relevant principles and methods of calculation and regulation paths were suggested for this capacity price.Results show that(i)issued policies on the price of gas-fired electricity according to location conditions is conducive to promoting this sector in the healthy and sustainable development;(ii)the two-part pricing is available for recovering the fixed costs,obtaining reasonable incomes through capacity price,promoting the orderly,healthy and sustainable development of gas-fired electricity industry in Sichuan Province,and achieving the gradual connection with the power market through lower energy price to enhance the market competitiveness;(iii)the capacity-pricing guidance is in light of two principles,namely"who is beneficiary,who is responsible"and"reasonable sharing and dynamic adjustment";and(iv)for gas-fired electricity,the capacity-pricing standard,which is in accordance with the internal rate of return of capital fund(8%),can be 28 yuan/kw·month for F unit commitment,and the capacity charge is regulated and shared by provincial large industries together with commmon industrial and commercial households.

关 键 词：天然气发电 成本回收 容量电价 疏导路径 燃机成本 电价分摊 

分 类 号：F426.61[经济管理—产业经济] F426.22