http://www.kadhoai.com.cn 2026-04-25 13:47:16 來源:經濟觀察報
持續20多天的大雪讓南中國蒙受了巨大損失。一些城市斷水斷電,很多企業被迫停產,大量旅客滯留車站……民政部稱,截至1月末,中國因此次雪災損失超過了326億元。現在,災難仍在持續,最終的損失或許還會更大。
zaichunjieqianxifanandedaxueyouhenduozhidewomenzongjiededifang。buguo,keguanerlun,buyinggaijinjinbazainanguiyinyudaxuezuduanlejiaotong,yingxiangledianmeiyunshu,bingzuizhongyinqileliansuofanying,daozhileyichangyingxianglejinyizhongguorendezainan。shijishang,rangwomenfuchudaijiadejuebujinjinshibaoxuehebingyu。
沒mei錯cuo,大da雪xue確que實shi影ying響xiang了le電dian煤mei供gong應ying,我wo們men遇yu到dao的de是shi五wu十shi年nian乃nai至zhi百bai年nian難nan見jian的de雪xue災zai。但dan是shi,電dian荒huang征zheng兆zhao早zao在zai大da雪xue降jiang臨lin前qian就jiu已yi經jing凸tu現xian,一yi些xie電dian力li企qi業ye的de電dian煤mei存cun量liang急ji劇ju下xia降jiang,一yi些xie煤mei炭tan企qi業ye停ting產chan了le,煤mei炭tan囤tun積ji在zai經jing銷xiao商shang手shou中zhong。這zhe種zhong情qing形xing,正zheng是shi過guo去qu幾ji年nian電dian力li企qi業ye和he煤mei炭tan企qi業ye糾jiu葛ge的de翻fan版ban。
“市場煤”和“計劃電”demaodunzaoyiyouzhi。guojiafagaiweizengjinglvcichumiantiaoting,zuizhongyirangmeitanqiyehedianliqiyezhijiexianjiedefangshi,xiwangnenggouzhishenshiwai,errangqiyezixingjuedingjiage。buguo,congjinniandeqingkuanglaikan,wentibingmeiyouzhenzhengjiejue,xietiaoyezhishijiangmaodunzanshigezhi。
這兩個行業的宿怨無法靠非市場手段化解。隻要“市場煤”和“計劃電”始(shi)終(zhong)存(cun)在(zai),這(zhe)種(zhong)矛(mao)盾(dun)就(jiu)不(bu)可(ke)避(bi)免(mian),市(shi)場(chang)價(jia)格(ge)出(chu)現(xian)大(da)幅(fu)波(bo)動(dong)的(de)時(shi)候(hou),電(dian)力(li)企(qi)業(ye)和(he)煤(mei)炭(tan)企(qi)業(ye)之(zhi)間(jian)的(de)利(li)益(yi)衝(chong)突(tu)也(ye)會(hui)更(geng)加(jia)激(ji)烈(lie)。今(jin)年(nian)之(zhi)所(suo)以(yi)出(chu)現(xian)電(dian)煤(mei)緊(jin)張(zhang),首(shou)先(xian)是(shi)因(yin)為(wei)全(quan)球(qiu)煤(mei)炭(tan)價(jia)格(ge)都(dou)在(zai)上(shang)漲(zhang),而(er)電(dian)煤(mei)價(jia)格(ge)卻(que)仍(reng)在(zai)政(zheng)府(fu)管(guan)製(zhi)中(zhong)。企(qi)業(ye)有(you)什(shen)麼(me)動(dong)力(li)多(duo)產(chan)煤(mei),多(duo)供(gong)煤(mei)?
偏偏又遇到了前所未遇的雪災。當這種衝突與持續的大雪疊加時,災難就進一步被放大了。
我(wo)們(men)擔(dan)心(xin)的(de)是(shi),如(ru)果(guo)我(wo)們(men)仍(reng)然(ran)是(shi)以(yi)行(xing)政(zheng)方(fang)式(shi)化(hua)解(jie)這(zhe)種(zhong)衝(chong)突(tu),則(ze)即(ji)使(shi)大(da)雪(xue)消(xiao)散(san),未(wei)來(lai)危(wei)機(ji)仍(reng)可(ke)能(neng)以(yi)其(qi)他(ta)方(fang)式(shi)重(zhong)演(yan)。想(xiang)象(xiang)一(yi)下(xia),大(da)麵(mian)積(ji)的(de)油(you)荒(huang)幸(xing)虧(kui)是(shi)發(fa)生(sheng)在(zai)去(qu)年(nian)10月,如果油荒也出現在惡劣天氣裏,結果恐怕難以想象。
道理是相同的。與電價一樣,成品油價格也是政府管製的;yudianmeijiageyiyang,yuanyoushichangyeshifangkaide。zhezhongshangxiayouzhijiandechongtu,yezhengshishichangyujihuazhijianmaodundexianxian。guoqujinianzhong,youhuangyijinglvcichuxian,shuiyounengquebao,youhuangbuhuizaicichuxian?
災(zai)難(nan)因(yin)大(da)雪(xue)而(er)肆(si)虐(nue),但(dan)大(da)雪(xue)未(wei)必(bi)是(shi)災(zai)難(nan)的(de)始(shi)作(zuo)俑(yong)者(zhe)。我(wo)們(men)承(cheng)認(ren),即(ji)使(shi)不(bu)存(cun)在(zai)電(dian)煤(mei)運(yun)輸(shu)問(wen)題(ti),大(da)雪(xue)也(ye)必(bi)然(ran)造(zao)成(cheng)嚴(yan)重(zhong)的(de)後(hou)果(guo),但(dan)是(shi)顯(xian)然(ran),如(ru)果(guo)不(bu)是(shi)在(zai)飛(fei)漲(zhang)的(de)價(jia)格(ge)麵(mian)前(qian),煤(mei)炭(tan)企(qi)業(ye)心(xin)裏(li)有(you)自(zi)己(ji)的(de)盤(pan)算(suan),如(ru)果(guo)不(bu)是(shi)缺(que)煤(mei),後(hou)果(guo)也(ye)許(xu)不(bu)會(hui)如(ru)此(ci)慘(can)痛(tong)。在(zai)很(hen)多(duo)方(fang)麵(mian),百(bai)姓(xing)生(sheng)活(huo)受(shou)到(dao)的(de)影(ying)響(xiang),也(ye)未(wei)必(bi)這(zhe)麼(me)大(da)。
在(zai)這(zhe)樣(yang)的(de)時(shi)候(hou),很(hen)多(duo)人(ren)會(hui)把(ba)矛(mao)頭(tou)指(zhi)向(xiang)企(qi)業(ye),認(ren)為(wei)災(zai)難(nan)來(lai)臨(lin)時(shi),企(qi)業(ye)應(ying)該(gai)承(cheng)擔(dan)起(qi)社(she)會(hui)責(ze)任(ren)。確(que)實(shi),在(zai)此(ci)危(wei)難(nan)之(zhi)時(shi),企(qi)業(ye)確(que)實(shi)應(ying)該(gai)共(gong)體(ti)時(shi)艱(jian),甚(shen)至(zhi)短(duan)期(qi)內(nei)放(fang)棄(qi)企(qi)業(ye)的(de)利(li)益(yi),中(zhong)國(guo)企(qi)業(ye)史(shi)上(shang)也(ye)從(cong)來(lai)不(bu)乏(fa)這(zhe)樣(yang)的(de)企(qi)業(ye)。然(ran)而(er),災(zai)難(nan)過(guo)後(hou),我(wo)們(men)還(hai)是(shi)要(yao)問(wen)一(yi)問(wen):企業要求根據市場供需關係來決定煤炭價格錯了嗎?不是我們早就明確,能源價格應該交給市場來決定嗎?
理li順shun資zi源yuan產chan品pin價jia格ge和he能neng源yuan價jia格ge,決jue策ce部bu門men一yi直zhi將jiang其qi視shi為wei改gai革ge目mu標biao之zhi一yi。但dan是shi過guo去qu幾ji年nian中zhong,我wo們men卻que一yi直zhi沒mei能neng走zou出chu關guan鍵jian的de一yi步bu,沒mei有you讓rang市shi場chang在zai價jia格ge確que定ding中zhong起qi決jue定ding性xing作zuo用yong。決jue策ce部bu門men總zong有you這zhe樣yang那na樣yang的de擔dan憂you,比bi如ru推tui高gao通tong貨huo膨peng脹zhang水shui平ping,比bi如ru百bai姓xing生sheng活huo成cheng本ben的de可ke能neng提ti高gao。這zhe些xie擔dan憂you讓rang我wo們men一yi再zai推tui遲chi了le改gai革ge進jin程cheng。
客ke觀guan地di說shuo,這zhe些xie擔dan憂you都dou是shi有you道dao理li的de。然ran而er,價jia格ge管guan製zhi必bi然ran會hui導dao致zhi企qi業ye經jing營ying行xing為wei的de扭niu曲qu。在zai過guo去qu的de油you荒huang中zhong,在zai屢lv次ci的de電dian荒huang中zhong,這zhe種zhong扭niu曲qu已yi經jing被bei一yi再zai證zheng明ming。看kan看kan我wo們men已yi經jing為wei此ci付fu出chu的de代dai價jia吧ba。
去年末,央行在其貨幣政策執行報告中這樣評述資源產品價格改革:lianghaixiangquanquqiqing。tuoyanyuejiu,fuchudedaijiajiuhuiyueda,dangxiayiciweijilailinshi,womenhuigengjiawufachengshou。ruguozhendeyaocongxuezaizhongzongjieshenme,zheshibunenghuibideyitiao。