Workflow
准许成本加合理收益
icon
Search documents
国家发展改革委、国家能源局完善省内天然气管道运输价格机制
Xin Hua She· 2025-08-01 09:25
新华社北京8月1日电(记者魏弘毅、魏玉坤)记者8月1日从国家发展改革委获悉,为加强自然垄断环节 价格监管,提升天然气管道运输效率,国家发展改革委、国家能源局近日印发《关于完善省内天然气管 道运输价格机制促进行业高质量发展的指导意见》。 意见要求各地完善省内天然气管道运输价格机制。一是明确省内天然气管道运输价格由省级发展改革部 门制定,原则上不再下放定价权限。二是明确实行统一定价模式,由"一线一价""一企一价"向分区定价 或全省统一价格过渡,实现与跨省天然气管道运输价格机制有效衔接,助力形成"全国一张网"。三是明 确按照"准许成本加合理收益"的方法核定省内天然气管道运输价格,并对相关定价参数作了规定。 意见还要求各地加强省内天然气管道建设运营管理。一是要求省级能源主管部门统一负责省内天然气管 道规划,优化管道布局,减少运输层级,避免重复建设。二是要求加强投资项目审核把关,严格控制增 设不必要中间环节、不利于资源有效利用的项目,促进集中整合经营,提高管网运行效率。此外,意见 还对压减供气环节降低供气成本、规范市场秩序促进公平开放等方面提出了相关要求。 据介绍,国家发展改革委、国家能源局下一步将指导各地系统评估省内 ...
申万宏源:深圳拟四月上旬调整水价 水务板块公用水业属性增强
智通财经网· 2025-03-24 07:34
Core Viewpoint - Shenzhen plans to hold a public hearing on water price adjustments on April 11, 2025, proposing to increase the comprehensive water price from 3.45 yuan per cubic meter to 3.90 yuan per cubic meter, representing a 13.05% increase, which is a significant development following the water price hearing in Guangzhou last year [1][2] Group 1: Water Price Adjustment - The current water price in Shenzhen has been in effect since July 26, 2017, and the upcoming adjustment is expected to influence surrounding areas, enhancing the public utility attributes of the water sector [2] - Comparatively, several cities around Guangzhou and Shenzhen have not adjusted their water prices for years, with Foshan last adjusting in 2016 and Zhongshan in 2012 [2] Group 2: Pricing Methodology - The pricing of residential water is determined based on a "permitted cost plus reasonable return" method, where the permitted cost serves as the foundation for price adjustments [3] - The pricing authority is required to conduct cost audits and maintain cost transparency, establishing a regular cost audit system to determine pricing costs [3] Group 3: Regulatory Framework - In 2021, the National Development and Reform Commission introduced policies allowing water prices to be adjusted every three years, providing local water companies with the potential for price increases [4] - The revised regulations clarify pricing principles, methods, and adjustment procedures, emphasizing timely adjustments based on cost assessments [4] Group 4: Investment Opportunities - Although there are no publicly listed companies operating Shenzhen's water services, the price adjustment is expected to benefit three categories of companies: 1) Urban water operators in the Greater Guangzhou-Shenzhen area, with a focus on companies like Hanlan Environment (600323.SH), Shunkong Development (003039.SZ), and Zhongshan Public Utilities (000685.SZ) [5] 2) Other water operators in Guangdong and raw water suppliers in Shenzhen and Dongguan, with a focus on Yuehai Investment (00270) [5] 3) Undervalued water companies in other regions, with a focus on Xingrong Environment (000598.SZ) [5]