浅议电力行业煤炭需求变异风险

Discussion on variation risk of coal demand in power industry

受我国火电装机总容量和火力发电量减速,以及新能源和可再生能源新增发电装机容量和发电量快速增长的共同影响,我国电煤需求总量将放缓增长。同时,受大型火力电厂节能减排、防治雾霾、清洁高效发电等举措的并举实施,我国供电煤耗逐年下降且对电煤质量要求趋于苛刻,加之电煤价格并轨引发煤电双方价格谈判僵局时常发生,我国煤炭企业将面临严峻的电煤需求变异风险。

The total installed capacity of thermal power and thermal power capacity are re- ducing. Power generation capacity of new energy and new renewable energy and power generation grow rapidly, which cause China＇s total coal demand will grow slowly. Meanwhile, the energy conservation, prevention of fog and haze, clean and efficient power generation methods have been conducting in large-scale thermal power plants. Power coal consumption decreasing year-by-year causes the high requirements of power coal quality. Merged power coal prices occurred the power coal price negotiations impasse frequently. China＇s coal enterprises will face a severe variation risk of power coal demand.