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万亿市场蛋糕难“入口” 售电公司“赔不起”或将出局

2017-09-04 07:11:07   中国经济网

不过,面对这个万亿级市场,像上述邱先生这样的民营售电公司现在似乎难以看到。“原来觉得前景不错,现在做了几个月,觉得前景不好预测,钱难挣,已经赔不起了。”邱先生说。

上市公司做售电多陷亏损

实际上,电改9号文件发布至今不到两年的时间,售电公司数量出现了井喷。不过,如何在这个特殊的市场存活,考验着每个参与者。

来自前瞻产业研究院的分析显示,9号文件的出台也带来了市场参与者数量的井喷,截至2017年2月10日的注册售电公司超过6000家,而在2016年5月时,这一数量仅为379家,12月底时这一数量为3512家。截至2017年2月15日获得市场准入的售电公司数量也已经达到了490家,预计未来随着政策的不断推进,获得市场准入的售电公司数量还会持续增长。

对于售电市场的看好,上半年,三峡水利工程在重庆设立售电公司,爱康科技在全国的10个售电公司有的即将或已经公示阶段。记者粗略统计发现,包括国电电力、科陆电子、比亚迪、漳泽电力等已经有超过20家上市公司进入售电市场设立或者参股售电公司。

虽然电改已经取得长足发展,但到底有多少售电公司开展了业务呢?展曙光认为,“1%的数字都可能太乐观,实际上很可能都不足1%。”

记者查阅有售电业务的上市公司公告发现,很少有企业售电业务真正盈利。桂东电力(600310,SH)成立售电公司,当时称这是为了适应电力体制改革的需要,符合公司的发展战略,可充分利用自身成熟的电力管理经验,有利于公司开拓新的用电市场,拓展用户群体,提升公司的盈利水平。不过,桂东电力旗下广西桂东电力售电有限公司2016年营业利润为负64.58万元,报告期无收入;2017上半年实现营业收入39.25万元,净利润负5.38万元。

国电电力2017年半年报显示,其成立的国电江苏能源销售有限公司报告期内净利润为负35.9万元。该公司投资者热线工作人员告诉《每日经济新闻》记者,国电江苏能源售有限公司还没有实际开展业务,之所以亏损主要是前期投入大。售电公司尚在亏损还有广安爱众(600979,SH)等上市公司。

“万亿大蛋糕的市场,可原来抱着蛋糕的人不愿意放下。”展曙光称,现有的售电市场的规则和监管都相对不完善,整体上不规范的操作比较多。“放了一批人进来,都没商量好,怎么玩的都有。”而对于全国近万家的售电公司的规模而言,展曙光称,接下来一定会有大量售电公司出局。

(实习生滑昂对本文亦有贡献)

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