“一带一路”战略视野下的煤炭开发投资国别研究

Study on coal investment strategies of different countries under the perspective of the Belt and Road

针对煤炭需求在世界范围内存在严重不均衡性等问题,指出"一带一路"涵盖的国家和地区多为资源丰富国家和新兴经济体,孕育着重大的煤炭和煤电投资机遇,分析了"一带一路"战略可为煤炭企业"走出去"化解产能提供重大历史机遇。以煤炭储量、产量、消费量、贸易量四个基本因素为基础,同时考虑到可能的政治风险,分析了"一带一路"区域有7个富煤国家需重点关注,并结合"一带一路"煤炭开发投资重点国家的国别策略提出相应的投资建议。

Aiming at the imbalanced coal demand worldwide,the paper points out that,the region of ＂the Belt and Road＂covers many countries with rich coal resources and emerging economies,which offers great investment opportunities for coal and coal-fired power.＂The Belt and Road＂provides a historical opportunity for coal enterprises to ＂go out＂to resolve overcapacity.Based on the four fundamental factors including coal reserves,production,consumption and trade,and fully considering the political risk,the paper specially analyzes 7 countries with rich coal resources within this region,and gives investment advice.