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煤价上涨企业三季报亮眼 发改委出手“保供稳价”

2017-10-13 09:12:53   

为了减少中间流通环节的“非理性因素”保供稳价,发改委在座谈会上重点部署了“直供直销”、中长期合同及煤电联营等任务。

连维良称,目前市场条件具备直购直销及中长期协议的开展。一方面,目前煤炭港口库存和电厂存煤量都处于高位。具有内贸煤炭风向标之称的秦皇岛港库存量,自9月27日起持续运行于600万吨以上水平。截至10月11日8点,秦港煤炭场存突破700万吨,达到726万吨,创今年1月5日以来新高。另一方面,由于水电等清洁能源发电增长,也导致夏季旺盛的火电用煤需求将转弱。

此外,发改委等主管部门也在加快对先进煤炭产能的核准释放工作。据透露,从去年以来,能源局新核准了26个煤矿约1.2亿吨产能。

发改委等主管部门还希望能从机制上建立一个煤电、上下游双赢、协同发展的格局。“现在推行直购直销的中长期合同,一个重要的目的,也是要解决非理性波动带来的供需矛盾问题,对于煤电双方来讲,通过直购直销减少中间环节,可以大幅度的减少成本,保障供应,对于全社会来讲,也有利于降低煤价,让煤价回归到合理的区间。”

连维良透露,接下来有望重点推进的升级版长协将包括五方面内容:直供直销;提质提量、提质增量;运力保障;平台保障;信用保障。

一位不愿透露姓名业内人士认为,煤炭直销是煤炭流通销售的理想状态,也是政府主管部门多年来一直努力的方向。但不可否认,多年以来,直购直销模式还存在诸多限制,其中运输环节成为最主要的制约因素。煤炭销售外运涉及运输环节繁多,需要与铁路、汽运等各部门协调,分别与各环节联系洽谈既费时又费力。

针对这一问题,连维良在会上透露,接下来,煤电上下游长协将由两方合同逐渐向三方合同发展。“2018年的中长协方向就是产运需三方合同。接下来铁路总公司和运行局还要进一步分区域(推广)。近期将在东三省尝试推行产运需三方合同。”

针对以往长协执行率不高的情况,发改委也将委托第三方机构开展煤电中长期合同信用采集工作。“在信用采集基础上,研究推出守信联合激励和失信联合惩戒的机制,通过这样的机制来保障中长期合同能够真正的执行。”

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