煎熬中的煤炭行业:糟糕的形势与积极地信号

• 作 者: 张树伟 谢茜
• 机 构: 卓尔德环境研究中心(DERC),北京师范大学环境学院、中国21世纪议程管理中心,
• 出 处: 能源
• 发表日期: 2016年07期
• 关键词: 中国煤炭行业 产能 煤炭储量 煤类 产能利用率 供需不平衡 煤炭消费 经济增长 核定生产能力 煤炭大省

去产能无疑是今年中国煤炭行业的中心思想。不过从中观和宏观角度看向煤炭产业则需要警惕市场的扭曲及去产能的过分行政化。更需明了,煤炭需求峰值的追求,并不具有决定性的意义。我国具有十分丰富的煤炭储量,但是不是所有的煤矿都能以与进口煤类似的低成本进行生产与供应消费地。随着经济增长进一步放缓,能源行业供需不平衡、产能利用率较低的问题进一步显现与恶化,突出地表现在煤矿产能方

To capacity is undoubtedly the central idea of ​​China’s coal industry this year. However, from the perspective of macroeconomic point of view, the coal industry needs to be wary of market distortions and over-administration of de-capacity. More clear, the pursuit of peak coal demand, does not have a decisive significance. Our country has a very rich coal reserves, but not all mines can produce and supply for consumption at a similar low cost to imported coal. As economic growth slowed further, the imbalance between supply and demand in the energy sector and the problem of lower utilization rate of production capacity further appeared and worsened, highlighting the fact that coal mine production capacity