中国能源战略调整和能源政策优化研究

Research on China's Energy Strategies Adjustment and Energy Policy Optimization

针对中国现阶段城市化、工业化加速发展阶段能源需求刚性特征以及能源稀缺(能源价格走高)和环境问题(应对气候变化)日益凸显,提出中国需要通过调整能源战略(改变以前简单地从能源供给侧考虑满足能源需求,将节能作为满足能源需求的一个组成部分;改变仅受资源约束的能源供需增长和能源结构战略规划,将CO2排放作为满足能源需求的约束;改变仅从能源供给侧考虑能源安全;各能源行业的战略规划必须站到整体能源的高度,改变以往各行业单独进行战略规划。)和优化政策选择(依据实际制定节能减排目标;正确把握能源需求这一有效能源战略规划的起点;重视中国低碳经济发展成本问题;兼顾能源强度和碳强度目标),以实现现阶段经济发展可以接受的能源结构和能源成本目标。

In response to the indispensibility of energy demand on the current stage of accelerated urbanization and industrialization in China, the scarcity of energy （demonstrated by surging energy price）, and the growing environment problem （how to address climate change）, this paper proposes that China should adjust its energy strategies and optimize policy selection to realize the goals of energy structure and energy cost acceptable to the current economical development. The adjustment of energy strategies includes adopting the energy saving as a means to meet the energy demand, taking the CO2 emission as a binding factor, ensuring energy security from both supply and demand sides, comprehensive planning of the energy sector （rather than isolated planning of single energy sector）, and optimization of policy selection （making the emission reduction goal based on the real conditions, properly handling the starting point of the effective planning of energy strategies; sufficient attention to the cost of the low carbon industry in China and balanced consideration of the energy intensity goal and carbon intensity goal）.