主题:【原创】民企吞下国企-----聊聊我们的产业升级 -- 脑袋
如果东西好的话,BE自己早就干了,就是因为英国社会各阶层对发展核电的阻力太大(环保、民族工业、能源安全等等),导致多年没有新厂,现有机组的可靠性水平已经到了浴盆的后沿,准备开工的项目迟迟得不到批准,前期资金都打了水漂了。电力公司真有就被这么活活拖死的,不然BE也不会难到目前这部田地。
以后自己再想做,就难了,因为会有人才断层,初次成本会很高。由于这个因素的存在,别人涨价的幅度就可以不是他的成本增长幅度,而是你打算自己做,需要的初次成本。发展中国家总是高价买别人的高端产品,可能就是因为这些东西自己还不会做,初次做也不便宜,所以就只好接受高价了。看来是你说的第一个原因,西方国家之间的信任度高。
我自己也提到了,保密和涉及关键竞争力的部门是不能随便转给别国企业,但是如果仅把发电企业而非电力设备制造企业转给别国企业,我想只要监管和法规得当,是没有问题的!因为发电企业主要是资金密集行,设备需要从电力设备制造企业那里购买,而电厂运行人员一般应该都是当地人吧,所以不存在人才断层的问题!
看来英国也搞计划经济啊。前段时间看报纸,好像英国政府打算到20XX年核电要到20%左右。怀疑是不是英国政府从这次能源涨价吸取教训了。好像法国电力涨得比英国少。
发电侧开放,人家利用市场力,把电价搞高赚取暴利,搞得你制作业衰退,错过发展时机。人家拍拍屁股走了,等你建好新电厂,已经是几年以后了。
而且经过加州电力危机后,各国都采取了相应的政策法规来阻止市场力的滥用!假如是由于供求关系导致电价升高,或者由于网架限制导致某区域电价上升,这时就表明这个区域需要进行电力基础设施投资,在需求未被满足之前,电价高正是反映了资源的稀缺性,是合理的,假如有需求,有利润空间自然会有资本进入进行投资!
理论谁都能说,实际上差得远。别的不说,调查取证一项就得搞很长时间的。
对于中国的监管与法律的执行我可从来都没信心!
见过几个民营企业,忽然有几年很顺,大了几百几千倍,老总自然是自信的不得了,然后就开始胡闹了。再加上自己大都在国企混过,就把国企都已经不用的那些玩意也搬来了,开始试验自己的各种各样稀奇古怪的理念了。
不知道是不是罕见,毕竟是自己的钱。
也不是在中国。
至于英国,你知道英国近20多年来最大的一起停电事件是怎么回事吗?推荐你上The Times看看这两篇报道Blackouts hit thousands as generators fail和Darkness at noon as National Grid and E.ON dispute price。有兴趣的话还可以看看后面的讨论。
Ofgem is expected to seek answers to a number of remaining questions about the shutdowns, which National Grid acknowledges represented the worst disruption to Britain’s power grid since 1987.
The Times understands that National Grid contacted E.ON about midday on Tuesday, soon after technical glitches led to the unplanned loss of two of Britain’s biggest power stations, Sizewell B in Suffolk and Longannet in Fife, resulting in a 1,510-megawatt shortfall in supply.
It requested that the E.ON plant at the Isle of Grain be readied to help to plug the gap. The plant was ready for use in a little over half an hour and could have delivered 650MW of power to the grid immediately.
Traders said that E.ON sought prices of 950 per megawatt hour from National Grid for power from the Isle of Grain plant while other suppliers were offering prices at less than half this level. However, prices from rival suppliers also quickly shot up and National Grid finally opted to buy power from RWE npower’s plants at Fawley in Hampshire and Littlebrook in Kent for about 850 per megawatt hour.
The prices were still far above the usual market price of about 40 to 60 per megawatt hour. One source pointed out that prices even higher than this were not unheard of in the UK power market. National Grid is understood to have bought power at prices of as high as 1,500 per megawatt hour from the Grain plant in the past at moments of peak demand.
看后感觉如何?(补充一下背景知识,E.ON和RWE都是德国公司。)
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好像一次世界大战之后,美元取代了英镑。等到二战,英国自己都差点挂了,殖民地差不多都丢光了。和平环境下衰退过程缓慢多了。
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