How to view the State Grid

Let’s talk about electricity price reduction first. The State Grid’s article was written before the cost and price accounting of the second regulatory cycle. It can be said that it has to be issued. If you don’t do it, you will dig a hole for yourself. The first wave of electricity price reduction offensive has already beaten the power generation side. The weekly trial settlement in Guangdong basically means that the power generation side has taken off its underwear in the winter. The day-ahead average price and real-time average price are so terrible that the power generation side is forced to wait until next year. Chang Xie plunges. At this time, the pressure of lowering electricity prices is transmitted to the power generation side. It is no longer a question of whether the effect is good or not, but that it has no effect.

What does it mean? To put it simply: If a primary school student cannot write an 800-word essay, if the whip is replaced by a mace, there is still a chance that the primary school student can write 800 words, but the primary school student cannot do calculus. , it is useless to replace it with bombardment. Violating objective laws will only lead to complete saltiness. If you say that my study efficiency is not high, I will study quantum fluctuations; if you say that my management is not good, I will tell you that scallops are dying on a large scale. To sum it up: it is impossible to have good results, you can only have a good attitude.

But the second round of price reductions still needs to be implemented. In the second round, all power generation companies have been sent to the ICU and there are no more targets. Of course, they can only rely on power transmission and distribution. This is not a question of reasonableness or unreasonability. , this is the problem of the last fat pig left.

How to do it if you want to do it? The State Grid Corporation has a big business, and a skinny camel is bigger than a horse. It is not enough to start with labor costs. After all, the workers are very hard, so they can only put the brakes on "paving the stalls" first. Why did State Grid set up a stall? The article also points to this. To put it bluntly, some units’ investments are not profit-oriented, and they engage in “icing on the cake” projects to increase equipment redundancy, forming ineffective or inefficient assets, and then being kicked out of the transmission and distribution industry in the first regulatory cycle. The electricity price exceeds the reasonable cost, resulting in losses. It is good for the power grid to be reliable, but reliability is extremely professional and can easily lead to blind spots in implementation and supervision. If supervision is not in place, it can easily become what the society says: "You get what you pay for, and you get what you pay for." "You get two cents for two cents, and three cents for three cents." Therefore, we should stop all kinds of paving the way investment here. From now on, we will no longer dig holes for ourselves in the future. As long as we put the brakes on now, at the level of the State Grid, we can still maintain a good life for a while.

At this point, everyone should be clear about the logic of the article. As for the impact, it can only be described as "when gods fight, mortals suffer". After all, this can only be regarded as a business strategy adjustment for State Grid, but the corresponding design, construction, and equipment supply are probably on the level of a prehistoric disaster, and a collapse is inevitable.