中国发电行业有效竞争状况实证分析

An Empirical Analysis of Workable Competition in Chinese Electric Generation Industry

本文采用ISCP分析框架对发电行业的竞争活力进行分析,发现电力体制改革后发电市场集中度大大降低,但发电行业仍处于高度管制状态,垄断现象依然存在,竞争活力不足;对31家发电上市企业的实证分析后发现,大型发电集团由于产能扩张呈现规模报酬递减趋势,多数发电企业是规模不经济的。

Effective competition in an industry is a combination of competitive vitality and scale economy. This paper u- ses ISCP framework to analyze the competition vality. The findings show that although the market concentration has been de- creased, power industry still maintains a high profit rate, that there still exists a high degree of monopoly in the power genera- tion industry, and the market is lack of vitality. Moreover, the analysis of the data of 31 quoted electric companies based on the DEA model finds that due to expansion, large power generation groups show a trend of decreasing scale of returns. At the same time, many low-efficiency local power enterprises are still in operation. Therefore, the majority of the power generation enterprises are diseconomies of scale.