“双碳”背景下西北地区综合能源系统补偿机制理论研究

Theoretical study on compensation mechanism of integrated energy system in northwest China under the background of carbon peak and carbon neutrality goals

“西电东送”工程中补偿机制的缺乏,严重影响了区域经济的协调发展和共同富裕目标的实现。以希克斯改进的出现到帕累托最优为脉络,从实践层面出发对现有政策措施进行分析,并在理论层面进行模型推演。研究发现:跨省跨区电力市场处于“垄断竞争”之中,其电价制定和购买由受电地区掌握,使得西北地区出现了福利水平不断溢出的困局;现有补偿内容聚焦于容量补偿、电价补偿及辅助服务补偿方面,释放政策合力的作用仍然有限。基于此,提出补偿机制要兼顾效率与公平、降低电价的交易成本等政策建议,为相关补偿政策的出台及消解电力行业不可能三角的难题提供经济性解释。

The lack of compensation mechanism in the"power transmission from west to east"project has seriously affected the coordinated development of regional economy and the realization of common prosperity.Taking the emergence of Hicks'improvement to Pareto optimality as the backbone,the existing policies and measures were analyzed from the practical level,and the model was deduced at the theoretical level.The study showed that the inter-provincial and inter-regional electricity markets were in a state of"monopolistic competition",while its electricity prices and purchases were controlled by the electricity receiving region,which made the northwest region in a predicament of continuous welfare overflow;the existing compensation content focused on capacity compensation,electricity price compensation,and auxiliary services compensation,which was still limited in the release of policy synergy.On the basis,some policy recommendations were proposed,including balancing efficiency and fairness in the compensation mechanism,reducing the transaction costs of electricity prices,which provided economic explanations for the introduction of relevant compensation policies and the elimination of impossible triangulation problems in the power industry.