中央定价目录调整对川渝天然气市场的影响研究

Effect of adjusting"Central Pricing Catalog"on natural-gas market in Sichuan-Chongqing area

近期,国家发改委发布新版《中央定价目录》,释放出进一步加速天然气门站价格市场化的信号。鉴于此新规对川渝天然气市场带来的影响,梳理了欧美国家天然气市场发展经验,结合下一步改革趋势,提出川渝天然气市场发展策略。研究结果表明:①川渝地区拥有良好的天然气基础设施和资源市场,具有形成市场竞争的较大潜力,但现阶段川渝地区仍以本地气源为主,尚不具备足够的竞争条件,要想形成竞争态势尚需时日;②川渝地区天然气供应涉及川渝及沿海地区两个主要市场,沿海地区门站价格放开后,会直接导致沿海区域进一步激化市场竞争,并加剧川渝地区同业竞争,将重塑川渝地区天然气市场竞争格局;③对川渝供气企业提出以下建议,包括与政府、企业联合开创增量市场,发展LNG产业链促成资源走出盆地以及积极实施低成本战略提升价格与市场竞争能力。

The new version of"Central Pricing Catalog"recently issued by National Development and Reform Commission releases some signals of further speeding up a marketization of gate price.Seeing that an effect of this new provision on the next natural-gas market in Sichuan-Chongqing area,this study analyzed many development experiences from some countries in European and America,and put forward development strategies for gas market in Sichuan-Chongqing area.Results show that(1)in this area,there are good infrastructures and resource markets,and huge potential to form market competition.At present,however,local gas sources are dominant,in which is shortage of enough competition condition,resulting that to form a mature competition situation needs long time;(2)gas produced from Sichuan-Chongqing area has two major markets to supply,including the area and coastal area.To let gate price in the coastal area go may directly lead to market competition in the coastal area and intensify horizontal competition in Sichuan-Chongqing area,so that a competition framework of gas market in Sichuan-Chongqing area will be reshaped;and(3)some suggestions are made for gas supply enterprises in Sichuan-Chongqing area,such as to cooperate with governments and other enterprises to launch incremental markets,to develop LNG industry chain to transport resources out of Sichuan Basin,and to implement lowcost strategies actively to improve their own price and market competitiveness.