2021年煤炭供需形势分析与2022年展望 煤炭保障能力大幅增强

The Coal Guarantee Capacity has been Greatly Enhanced

受国际国内综合因素影响,2021年全国煤炭市场大起大落,增大了我国能源安全和经济稳定运行风险。为应对风险,国家推出系列的煤炭增产保供稳价政策,促使全国煤炭市场理性回归。2021年,国内煤炭生产和进口量均有较大幅度增长,有效满足了超常规的煤炭需求,保障了能源供应安全。展望2022年,在我国宏观经济“稳中有进”发展的总基调下,全国煤炭需求有望保持较低增长态势,煤炭供需紧张形势将大为缓解甚至可能出现供需相对宽松的情况。

Affected by international and domestic situation,the national coal market fluctuated greatly in 2021,increasing the risk of energy security and economic stability in China.In response to this risk,China launched a series of policies to increase coal production,ensure supply and stabilize price to promote the rational return of the national coal market.The amount of domestic coal production and imported coal increased substantially,effectively meeting the unconventional coal demand and ensuring the security of energy supply.Looking forward to 2022,under the general keynote of macroeconomic operation being stability while pursuing progress,the national coal demand is expected to maintain a low growth trend,the tight coal supply and demand situation will be greatly alleviated and even supply and demand may be relatively easing.