中国广东核电集团竞争态势分析与发展对策

上海交通大学硕士学位论文中国广东核电集团竞争态势分析与发展对策姓名：齐迎春申请学位级别：硕士专业：工商管理（MBA）指导教师：宣国良20040111ABSTRACTThestrategyofacompanyiscriticalinthefiercemarketcompetition.Andtheadjustmentofthemidandlong-termstrategyisevenmoreimportant,whichdirectlybearonthesurvivalanddevelopmentofacompany.Sincethereformingandopeningtothemarketofelectricpowersystemin2002,theelectricpowerstationandtheelectricnethasbeendetachedindeed.Andthetraditionalmonopolyofelectricindustryhasalsobeenbroken.Afterthe16thConvention,thegooddevelopmentforegroundhasbeenshownoutintheelectricindustry,asthegroundworkandadvancedindustryofourcountry.Withanewviewofthenuclearpowerindustryintheenergysourcestructure,ourgovernmentadjustedthedevelopmentpolicyofnuclearpowerplantfromexperimentalandcompensatorytoactive,strategicandprogressive.Aspringforthenuclearpowerindustryiscoming.Butmeanwhilethecompetitivenessiscomingtoo.Atthesametime,thefivemagnatescameintobeingaftertheelectricsystemreforminchina,whichcontrolledmostoftheelectricmarketshare,andareacceleratingtheirexpansion.Inthenewcompetitivecircumstance,onlythattheelectriccompanypreciselylocatesitpositioninthemarket,makesitsstrategyprudently,theycanwinthestablesurvivalspaceinthelongrun.Thenuclearpowerindustrystartedinchinalately,sotheyonlyhave2%oftheelectricmarketshare.Thisthesisanalysedthecircumstanceofnuclearpowerplant.Basedontheforecastdataofelectricdemand,thenuclearpowerindustrystructureandthebasicstatusofmaincompetitors,thisthesisdisplayedthecompetitivestatusofthoseelectricgroupsandidentifiedthekeyfactorsforthenuclearpowerindustrytosucceed.InthisthesisCHINAGUANGDONGNUCLEARPOWERGROUP(CGNPC)isinvestigatedindetailasanexample.WiththehelpofSWOTanalysetool,thethesisevaluatedtheCGNPCinfull-scale,includingitsStrength,Weakness,Opportunity,Threaten.AndthemainmoodisdefinedasWOdevelopingstrategy.Sincetheelectricplantonlyhasoneproduct—electricpower,theprevalentcompetitivestrategyislowcost.Forthehistoricalreason,thecostofthenuclearpowerplantisquitehighcomparatively.Sohowtoreducethetotalcostseamsmuchmoreimportant.ValuechainanalysisinventedbyMichaelE.Porter,isagoodtooltodefinethestrategycostofacompany.Inthisthesisthewritertriestoanalysethevaluechainofanuclearpowerplanttofixthekeylinksofitsstrategycost.Forthelongrun,onlythosewhoimprovecorecompetenciesofthecorporation,cankeepthecompetitivestrengthlonger,andthenimprovethecompetitivestatus.BasedonthefurtheranalysisonthecorecompetenciesofCGNPC,thisthesisproposedthekeyfactorsforthecompetitivestrengthofthenuclearpowerindustry.Sincetheenvironmentbothinsideandoutsidearechangedprofoundly,CGNPCadjusteditscorporationstrategyinlargescalethisyear.Inthisthesissomeofthestrategycontentsareintroducedsuchasthebackground,thetrainofthought,mainpointsandthefutureplanningofCGNPC.Atthefinalofthethesis,thewriterproposedamethodforCGNPCtokeepthecompetitivestrength,inthelightofhowtoreducetotalcostandhowtodeveloptheself-reliancetechniquecapability.KEYWORDS:nuclearpowerplant,competitivestatus,valuechain,corecompetency,corporationstrategy12004121200312200312MBA-1-MBA-2-MBA-3-FIGURE1-1TheCorporateStructureofCGNPCMBA-4-FIGURE1-2TheOriginalAppearanceofDayaBayNuclearPowerPlant2002WANOMBA-5-FIGURE1-3TheAppearanceofDayaBayNuclearPowerPlantatPresent19941.22002MBA-6-FIGURE1-4TheAppearanceofLingAoNuclearPowerPlantatPresentFIGURE1-5TheFullViewofDayaBay&LingAoNuclearPowerPlant2003331,DNMC1-6MBA-7-FIGURE1-6TheShareholderStructureofDNMC1GNPJVC1GNPS2LNPS50%50%2LANPCOMCA1OMCA2DNMC1GNPJVC1GNPS2LNPS50%50%2LANPCOMCA1OMCA2DNMCMBA-8-FIGURE1-7TheOriginalAppearanceofYangjiangNuclearPowerPlant620031885917MBA-9-FIGURE1-8TheLay-outPlanofYangjiangNuclearPowerPlant202010002003519MBA-10-MBA-11-1.4.4199520002000MBA-12-MBA-13-“”20105~6%“”2010“”9000kW8500kW1kW1420kW20053.95kW18300kWh20105.8kW23400kWh2020GDP20GDP8,,0.82GDP108.2FIGURE2-1NationalElectricPowerDemandForecast420001553018300234000100002000030000400005000020022005201020152020MBA-14-,6.52020420009.34200320106.67.0201120204.55.52-12-2FIGURE2-2NationalElectricPowerCapacityForecastGDP300210020001990GDP12.8%9.343.563.955.8024681020022005201020152020()MBA-15-1990685.7kWh20002254.1kWh12.6%GDP9%8%8%7.2%9%8%8%7.4%202020048.43407kWh5770kW20058.53698kWh6305kW2-3FIGURE2-3TheElectricPowerDemandForecastOfTheSouthMarket20005519.4kW20026354kW2272.6kW380.11kW20057411.89kW6.07%3221kW292.1kW201010340kW6.89%2-420102005728kW626kW20033851kW842002505kW15.092531.2kW2002523kW264688695.714212254369801000200030004000500019901995200020052010MBA-16-FIGURE2-4TheElectricPowerCapacityForecastWiththecontrolOfTheSouthMarketGDP9%8%200520102009kWh2838kWh2-520152005499020106420201580001320152176FIGURE2-5TheElectricPowerMarketDemandForecastofGuangdongProvince5519635474120200040006000800010000120002000200220052010()2838341787.71334.42009010002000300019901995200020052010MBA-17-FIGURE2-6TheElectricCapacityForecastWiththeControlOfGuangdongProvince15-204413.63230%1677%23%16%34%20%2%115000312452-76420800076422723189.60200040006000800010000199019952000200520102015()MBA-18-FIGURE2-7TheTrendofUSElectricityProductionCost20058702%17%2020203600