http://www.kadhoai.com.cn 2026-04-09 04:02:17 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。
在zai春chun節jie前qian夕xi發fa難nan的de大da雪xue有you很hen多duo值zhi得de我wo們men總zong結jie的de地di方fang。不bu過guo,客ke觀guan而er論lun,不bu應ying該gai僅jin僅jin把ba災zai難nan歸gui因yin於yu大da雪xue阻zu斷duan了le交jiao通tong,影ying響xiang了le電dian煤mei運yun輸shu,並bing最zui終zhong引yin起qi了le連lian鎖suo反fan應ying,導dao致zhi了le一yi場chang影ying響xiang了le近jin億yi中zhong國guo人ren的de災zai難nan。實shi際ji上shang,讓rang我wo們men付fu出chu代dai價jia的de絕jue不bu僅jin僅jin是shi暴bao雪xue和he冰bing雨yu。
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”的de矛mao盾dun早zao已yi有you之zhi。國guo家jia發fa改gai委wei曾zeng經jing屢lv次ci出chu麵mian調tiao停ting,最zui終zhong以yi讓rang煤mei炭tan企qi業ye和he電dian力li企qi業ye直zhi接jie銜xian接jie的de方fang式shi,希xi望wang能neng夠gou置zhi身shen事shi外wai,而er讓rang企qi業ye自zi行xing決jue定ding價jia格ge。不bu過guo,從cong今jin年nian的de情qing況kuang來lai看kan,問wen題ti並bing沒mei有you真zhen正zheng解jie決jue,協xie調tiao也ye隻zhi是shi將jiang矛mao盾dun暫zan時shi擱ge置zhi。
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;與(yu)電(dian)煤(mei)價(jia)格(ge)一(yi)樣(yang),原(yuan)油(you)市(shi)場(chang)也(ye)是(shi)放(fang)開(kai)的(de)。這(zhe)種(zhong)上(shang)下(xia)遊(you)之(zhi)間(jian)的(de)衝(chong)突(tu),也(ye)正(zheng)是(shi)市(shi)場(chang)與(yu)計(ji)劃(hua)之(zhi)間(jian)矛(mao)盾(dun)的(de)顯(xian)現(xian)。過(guo)去(qu)幾(ji)年(nian)中(zhong),油(you)荒(huang)已(yi)經(jing)屢(lv)次(ci)出(chu)現(xian),誰(shui)又(you)能(neng)確(que)保(bao),油(you)荒(huang)不(bu)會(hui)再(zai)次(ci)出(chu)現(xian)?
zainanyindaxueersinue,dandaxueweibishizainandeshizuoyongzhe。womenchengren,jishibucunzaidianmeiyunshuwenti,daxueyebiranzaochengyanzhongdehouguo,danshixianran,ruguobushizaifeizhangdejiagemianqian,meitanqiyexinliyouzijidepansuan,ruguobushiquemei,houguoyexubuhuirucicantong。zaihenduofangmian,baixingshenghuoshoudaodeyingxiang,yeweibizhemeda。
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。