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 The power reform has been around for nearly three years, and various policies have been released, power purchases and sales have gradually expanded, and incremental distribution networks have been gradually implemented. However, from the initial aspiration of this wheel’s power reform, the current situation can be described as “The flowers are so beautiful that they want to attract people’s eyes, but the grass is so beautiful that they can’t fly.” For all kinds of enterprises, especially those who are enthusiastic about electricity reform, how to treat the current situation of electricity reform and what the direction of electricity reform in the next three years, tomorrow the author will discuss with the master all the way, and the real logic behind the electricity reform.

1. The purpose of the important mark of electricity reform in the next three years is to adjust the stock market wellSugar baby

In the judgment of the purpose of the important mark of electricity reform in the next three years, I personally believe that it is still a process of adjusting and playing the stock market wellSugar daddy. This adjustment is importantSugar daddy. daddy develops its purpose in the two goals:

1. Power-selling side transformation

The power-selling side transformation is essentially a tree-stand power wholesale market, and the goal is the perfection of the current market. The focus of the sales Escort‘s side transformation is to complete a stock advantage adjustment between the Internet-power manufacturers (and a large number of developers)-power users. That is, the Internet has changed its profits and is profitable, and the sales price difference is excluded from the red profit of the distribution price, allowing it to travel to the high and low-price of the power chain.

From the current situation, those who enjoy the red profits of this door start with power users (can refer to the red ratio of power companies and users in the Guangdong price difference contract), and then a large number of developers (most importantly, domestic and power market sales companies). As for small and medium-sized power companies, they only enjoy the red profits of only one less.

From the trend of the future current market, the power wholesale market is the current and long-term of a large number of commodities.The scale effect of futures contracts should have a more important impact. Personally, I believe that after the construction of the current market is completed, there are actually only a few huge numbers of people who can truly have game talents. This is also one of the reasons why the current market construction plan of a certain province will not be able to see the shadow of ordinary electric sales companies until 2020.

2. The focus of distribution side transformation is actually the process of setting up and setting up the quality assets from the head to the head to the adjustment process of the center-provincial-local third-level financial tax system transformation and the property rights and property rights under the new situation. Its essence is to complete the process of setting up and optimizing the asset of the original power network company’s basic financing and installment rights to the office (and the domestic enterprise that the agency has presented) and domestic power generation enterprises, thereby completing the process of setting up and optimizing the asset.

So from this perspective, we understand why the voltage level of incremental allocation network is 220kV/110kV or below, rather than the 10kV or below recognized by Internet companies in business governance, it is easy to understand, because Manila escort‘s network assets must be built online, and 10kV or belowPinay The network assets of escort are not system-based and cannot form an asset system. Chapter 1

Of course, the deeper behind this asset investment right is actually the problem of network construction investment operation effectiveness. This topic is too in-depth and this article will not be expanded.

2. The essence of electric reform in the next three years is a game process

From the above analysis, we can see that the focus of the electric reform in the next three years is still the adjustment of the existing good format, which also means that the supporting role of the electric reform platform is the main role, the agency, the five-year electric power generation group, and other entities with talent to participate in good game.

From the perspective of game, there are two characteristics of current electric changes, one is the hierarchical game, and the other is the funnel-type red profit release.

1. Tidal Game

The game of electric modification in the process of adjusting the format of the advantage. The first layer is the policy layer, and the important manifestation is the policy document related to the center and provincial level; the second layer is the office, the five major and the electricity. escort The implementation level of the network company in the distribution policy is like the current market plan, the application and approval of each batch of distribution network tests, etc.; the third layer is the specific project and market level, such as the competition in the power market, the specific allocation network project title, etc.; the fourth layer is the micro-level layer, such as the competition of a specific power user, or the specific equity setting of the allocation network projectSugar daddy and assets and purchase plans, etc. Escort

2. Funnel-style red-leaning release

Because the current tectonic game format is presented, the funnel-leaning release of red-leaning, that is, the higher the game level a certain subject participates, the greater the red-leaning you can enjoy. The first-class red ribs on Sugar baby will be released like a funnel.

For example, if a certain power generation group can gain more vocabulary rights at the provincial level, it will have more opportunities to participate in the province’s allocation investment and construction, and at the same time, it can gain more initiative in a specific project, and facilitate the local area to participate in market competition. Finally, on the micro-level, some design institutes and labor groups can cooperate with this power generation group for a long timeSugar babyChengdu Company has won more projects in network construction. This top-down layer red release is the obvious stock-friendly funnel release.

3. The rhythm of electric transformation is the incremental transformation of stocks

If the main line task of electric transformation in the next three years is to adjust the format of the main stock advantage, then this main line task is also making corresponding Sugar daddy drilling machine for the subsequent transformation, then it will be in the business period, with high pressure and often overtime. Therefore, the stock is used to increase the power industry. Through the adjustment of the stock format, the power industry will be driven to a higher level.Effective, more professional, and more quality dynamic service transformation. If some companies cannot see this more macro transformation and only focus on the current stock adjustment, then there will be a wrong judgment on the purpose and business planning of future power conversion.

For this generous judgment, I personally believe that there are several reasons for the following:

1. The stock benefits are always unlimited.

No matter whether the price difference on the sales side (or maybe the profit from the power generation company Pinay escort), or the incremental allocation of Sugar baby‘s online investment, the red profit release effect should always be reduced side by side, that is, in the future Sugar baby‘s daddyFrom 5-10 years, the red profit of this round of stock adjustment will be zero. If there is no incremental transformation in stock, what is the purpose of the next round of power reform?

2. The multiplication effect of the transformation should be developed. The red profit of the stock transformation is an additive effect. One good theme will allow the benefits to another subject, which is essentially an additional reduction. Although there can be an increase in asset investment effectiveness, this increase will not refer to the increase in numerical growth. Only after the market failure is broken, the overall development of the high and low-rise industries in Escort manila can the transformation of multiplier effect and form a red profit double rather than a red profit funnel. This multiplication effect can also be called the industrial chain bioefficiency effect. From the perspective of future trends, only by transforming and upgrading to dynamic services can the multiplier effect of this transformation be fully developed.