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煤电一体化整合大幕开启 “中国神电”破壳 1.8万亿能源巨无霸谋变

2017-09-05 09:22:08   中国经济网

但不同的是,法国电力公司的火电发电量占比仅为3.5%,更多是依赖核电,占比达到84%,此外水电占比12.5%。

神华集团的电力资产中,95%以上是火电。但显然,新能源才是未来时代的主角。多年以来,我国火电装机容量占比,已经从80%下降到64%,煤炭目前在我国能源消费中占比高达66%。根据“十三五”规划,到2020年要把这个数字下降到60%之下,非化石能源比重提高到15%之上。

而国电集团恰好是全国乃至全世界风电投产最多的企业。2016年,国电集团的风电装机容量上升到2583万千瓦。根据“十三五”规划,到2020年,我国风电装机容量要从目前的1.5亿千瓦增加到2.2亿千瓦。

2017年3月,神华集团原董事长离任后,此职位一直空缺;6月,神华国电重组筹备组成立,由国电集团董事长乔保平任组长。

据预测,神华集团合并前煤炭内部销售比例为30%,合并之后这个比例将提高到50%-60%。

“神华集团以后肯定优先供应国电的冬季用煤,这或许会导致第三方买不到煤了,现在市场比较紧俏。”王明对时代周报记者说。

“穷则变,变则通。联合重组变大变强,也可以更好地参与国际竞争。”国家发改委国际合作中心首席经济学家、盘古智库学术委员万喆对时代周报记者说。

中国神华在2017年半年报中指出,集团积极响应国家一带一路倡议,印尼的煤电项目实现稳定运营,另一个在印尼爪哇的煤电项目正式开工建设,2017年上半年,中国神华来自境外市场的交易收入同比增长75%,达到17亿元。

乔保平此前在讲话中也提出,国电集团要主动融入国家“一带一路”重大战略,继续推进加拿大和巴基斯坦风电建设。

除了煤炭行业的去产能,根据电力发展的“十三五”规划,在2020年之前,要取消和推迟煤电建设项目1.5亿千瓦之上。

例如煤炭、电力,“完全竞争性的行业,需要国有资本结构调整,比如,只控制最关键的环节,放开发电售电等环节,让民营资本参与市场化竞争性。” 国家行政学院决策咨询部副主任王小广教授对时代周报记者说。

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