2016年煤炭供需形势回顾及2017年展望和政策建议

Review of Coal Supply and Demand Situation in 2016 and Prospects and Policy Suggestions in 2017

2016年全国煤炭生产和消费均大幅下降,上半年煤炭价格小幅上涨,第三季度以来大幅上扬,年底回稳,全年煤炭净进口大幅增长,供需波动较大,但总体保持平衡,全年煤炭企业经营形势大为好转。展望2017年,全国煤炭需求总体与2016年持平,煤炭供应受政策作用影响预期变化较大,为保持平稳发展,煤炭供给侧结构性改革政策必须稳定而谨慎调整。建议充分认识煤炭供给侧结构性改革的艰巨性和复杂性,全年可基本回归330个工作日制,加大煤炭领域化解过剩产能,推进煤炭工业转型升级。

In 2016, China coal production and consumption significantly decreased. Coal prices rose slightly in the first half year, and sharply since the three quarter, and kept stable by the last two month of the year. The whole net coal imports increased significantly. The coal supply and demand maintained a balance, but the larger fluctuations, and coal mine enterprises business situation greatly improved throughout the year. Outlook 2017, the coal demand will be equal to the previous year, the coal supply is expected to change significantly affected by the policy. In order to maintain a stable development, the supply-side structural reform policy on coal energy must be stabilized. Our policy suggestions would be as follows： return to 330 working days on coal production, intensify efforts on coal excess capacity elimination, and promote the transformation and upgrading of the coal industry.