占便宜還賣乖的風電雙簧 - 股票
By Agnes
at 2018-12-04T09:29
at 2018-12-04T09:29
Table of Contents
https://udn.com/news/story/11321/3514527
一日聯合報頭版新聞「風電商反彈,綠能添變數」,內版又有一新聞「經部:拿出數據、別喊價」。
到底怎麼回事?上周四經濟部預告明年離岸風電躉購費率將由今年每度五點八元降為明年的五點一元,風電業者就求爹爹告奶奶的呼天搶地起來。但細究真相,五點八元降為五點一元降太多了嗎?根本不是這麼回事。
去年離岸風電第一階段招標採遴選制,政府以高於國際價格二倍以上的五點八元決標,兩個月後以競價決標時,得標廠商報價分別為二點二元及二點五元。顯示第一階段價格高得離譜,與第二階段相較,每年多付得標廠商四五○億元,合約有效廿年間多付九千億元,是台灣有史以來最大賣國巨案。
但得標廠商要通過許多條件才能簽約,至今沒有廠商通過全部條件,看來多數廠商將拖到明年簽約,而未來電價是以簽約年躉購費率計算,所以明年的費率就極端重要。往常次年的費率都在十月底前公布,今年為了選舉拖到選後才公布。
國人及廠商都睜大眼睛,密切注視新費率。老實說,個人以為新費率不是四字頭就是三字頭,四字頭自然是損害國家利益,但政府為了掩飾第一次費率的大錯,很可能不願意降得太多。三字頭當然還是遠高於合理費率,但至少表現政府仍有些許悔意,仍考慮維護國家權益。個人萬萬沒有想到結果竟然是五字頭,只將五點八元降為五點一元。廠商每年額外利潤仍高達三五○億元,廿年七千億元。
個人猜想看到如此高價,廠商作夢都會笑醒:天下竟然有這種愚蠢的政府。但表面上當然要配合政府演一齣「小人冤枉」的雙簧,討了好還賣乖。有廠商聲稱要重新評估是否繼續進行在台之風電計畫,個人的回答是「請便」,因為可預言明年無一得標廠商會捨得放棄這塊大肥肉而退出台灣市場。
政府一意孤行,非要與第一階段得標廠商簽約的唯一理由,是如此方可配合二○二五年非核家園時程,但本次公投結果已解除二○二五非核家園限制,政府有何理由不將第一階段標案予以廢標?真不在乎二○二○大選人民給予更嚴厲的制裁?
心得:台灣的非核家園進度,超英趕美屌打各國
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