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煤炭去产能仍任重道远

2017-09-22 06:42:03   中国经济网

今年以来,多个省份煤炭去产能进展较为顺利,某些省份已经提前超额完成任务,但同时也存在一些地方去产能工作不扎实、不到位等问题。事实上,今年我国煤炭去产能面临的任务与去年相比并没有明显减小,考虑到今年还须防范去年已经退出的产能“死灰复燃”,去产能面临的压力其实更大,因此今年煤炭行业的去产能任务依旧艰巨

国家统计局不久前公布的数据显示,截至7月末,我国已退出煤炭产能1.28亿吨,完成去年目标任务的85%,这意味着今年我国煤炭去产能工作已经取得了阶段性重要进展。不过,尽管煤炭去产能工作稳步推进,但近日召开的国务院常务会议也指出,国务院第四次大督查发现了一些地方存在去产能工作不扎实、不到位等问题。

专家表示,当前我国煤炭去产能仍然任重道远,应进一步创新政策手段,着力解决好去产能进程中的重点和难点问题,推动煤炭产业结构优化,使转型升级取得实质性进展。

工作进展较为顺利

根据年初的工作部署,今年我国将继续退出煤炭产能1.5亿吨以上。从近期各地反馈的情况看,多个省份去产能进展情况较为顺利。例如,江西省2017年计划关闭退出煤矿52处、退出煤炭产能279万吨/年。截至8月底,已关闭煤矿53处、退出产能291万吨/年,提前超额完成全年煤炭去产能工作任务。内蒙古、辽宁、江苏、福建、河南、广西、重庆等省(区、市)也已超额完成全年目标任务。

这一进度,与去年“时间过半但去产能只完成年度目标任务的29%”形成了鲜明对比。

“今年煤炭去产能工作进展较为顺利,与政策落实工作有基础、煤炭市场价格波动小等因素密切相关。”工银国际原材料行业总分析师赵东晨说,去年煤炭去产能工作的主要政策文件是在去年2月底印发,相关工作在文件印发后才开始全面推进。煤炭去产能工作涉及冗员安置、债务剥离等多个方面,情况复杂,前期准备需要耗费大量时间。因此,去年上半年许多地方都处于去产能的准备阶段而非实施阶段。相比之下,今年的去产能工作可以借鉴去年相关经验,去年去产能的成功经验起到了很好的示范和带动效应,不少前期准备工作在去年已经作了部署和安排。

赵东晨表示,从煤炭市场行情看,去年下半年煤炭价格明显攀升,煤炭企业盈利情况迅速转好,部分煤炭企业对未来盈利能力的预期转向乐观,去产能意愿受到一定影响。今年以来煤炭价格波动显著收窄,基本稳定在政策调控区间,煤炭企业可以更合理地预估未来盈利空间,去产能意愿受到的干扰也比较小。

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