买方市场势力、电煤价格与煤炭产业经济效率

Buyer's Market Power,Thermal Coal Price and the Economic Efficiency of Coal Industry

电煤市场买方市场势力是解释电煤价格和煤炭产业经济效率的变化和理顺煤电关系的关键。从煤电纵向关系的角度出发,采用买方集中度和买方赫芬达尔指数对电煤市场买方市场势力进行测算,并检验了买方市场势力对煤炭价格、电煤价格以及煤炭产业经济效率的影响。结果表明:电煤市场买方市场势力不大;发电产业买方市场势力显著地降低了电煤价格、煤炭价格以及煤炭产业经济效率。协调煤电矛盾的政策选择在于:加快推进电力体制改革、实现电煤市场的完全市场化以及完善发电产业的市场化改革。

Buyer＇s market power in the thermal coal market is the key to explain the change of thermal coal price and the？ economic efficiency of coal industry, and to rationalize the coal - electricity relation. From the angle of vertical coal - electricity relation, the authors use buyer concentration and buyer Herfindahl index to calculate buyer＇ s market power in thermal coal market, and the impacts of buyer＇ s market power on coal price, thermal coal price and the economic efficiency of coal industry are examined. Results indicate that the buyer＇ s market power in the thermal market is not strong; buyer＇ s market power of the power generation industry significantly reduces the price of thermal coal, coal price and the economic efficiency of the coal industry. The policy choice to coordinate the contradiction between coal and power lies in accelerating power system reform, achieving full marketization of the thermal coal market and improving the market reform of the power industry.