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前8月投资及新增装机规模双降 煤电去产能成效显现

2017-09-27 07:52:53   

各地煤电去产能推进迅速。截至8月底,河北邯郸已经关停火电行业11台机组,提前超额完成化解火电行业过剩产能任务;山东省明确按照《加快淘汰煤电行业落后产能的行动方案》要求,对已列入2017年及以前关停计划但尚未关停的166.65万千瓦机组,必须在8月底前停止运行。

近日江苏省下发了关于进一步推进全省减煤工作通知,要求煤电机组全年发电量力争减少150亿千瓦时。这是首次以发电量作为控制指标,同时完成减煤和煤电去产能的任务。

王志轩认为,在煤电去产能过程中,首先要明确煤电在电力系统中的定位,未来是主体能源还是辅助能源;二是协调好散煤治理和煤电去产能的关系。散煤治理成为雾霾防治的重要手段,现在散煤的需求将转化为电煤,煤电比例的问题需要进行很好的设计;三是要充分考虑煤电“去产能”停缓建政策对行业和企业带来的隐患和经济损失。

华能技术经济研究院副总经济师韩文轩认为,除了当前实施的“关停、停建、缓建”之外,煤电去产能需要标本兼治,加快推进电力行业的综合改革。韩文轩建议,电力行业整体产能过剩风险,凸显了加速电网改革和防范化解电网产能过剩风险的紧迫性。在电源结构调整及防范化解煤电产能过剩风险过程中,迫切需要出台政策措施权衡环保要求和经济性因素并充分考虑电力供需动态性平衡因素。

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