中国电力 ›› 2016, Vol. 49 ›› Issue (9): 1-6.DOI: 10.11930/j.issn.1004-9649.2016.09.001.06

• 专稿 • 上一篇    下一篇

中国煤电产能是否过剩的探讨

张晶杰1, 王志轩2   

  1. 1. 华北电力大学,北京 102206;
    2. 中国电力企业联合会,北京 100761
  • 收稿日期:2016-02-25 出版日期:2016-09-10 发布日期:2016-09-28
  • 作者简介:张晶杰(1973—),女,黑龙江哈尔滨人,硕士,高级经济师,从事能源电力发展、节能减排法规政策研究工作。E-mail: zhangjingjie@cec.org.cn

Discussion on Whether Coal Electricity Production Is Overcapacity in China

ZHANG Jingjie1, WANG Zhixuan2   

  1. 1. North China Electric Power University, Beijing 102206, China;
    2. China Electricity Council, Beijing 100761, China
  • Received:2016-02-25 Online:2016-09-10 Published:2016-09-28

摘要: 从中国电力供需矛盾在新常态下发生重大转折的主要特点出发,分析了近年电力供应侧、需求侧发展特点,从“数量”与“质量”、不同主体的价值观、市场机制、国际比较等方面对煤电是否过剩进行了分析,提出电力负荷结构调整、电力需求总体不足、电力结构变化较大、煤电调峰任务加大、煤价持续下降、煤电经济效益较好等是造成煤电产能相对过剩的原因。提出了从电力供给侧和需求侧两方面要约束新增电力产能;建议促进煤电功能转变、挖掘现有煤电机组能力、提高燃煤机组深度调峰能力、避免过度“上大压小”等;建议在需求侧方面等待电力需求恢复、主动扩大用电需求、通过碳市场建设抑制煤电产能等措施。并提出了在能源系统优化的模式下,煤电将有10个百分点左右的设备利用率潜力可挖,“十三五”期间煤电可有3亿t左右原煤产能的转化能力。

关键词: 煤电, 电力负荷结构, 电力需求, 电力供应, 煤电机组调峰

Abstract: From the viewpoint of the significant change on the contradiction of power supply and demand in China’s“new normal”, the characteristics of development on both the power supply and demand sides in recent years are analyzed. The analysis on whether the coal power production is overcapacity is conducted, from the aspects of the“quantity” and “quality”; the values of different bodies; the market mechanism and the comparison between different countries. It concludes that the power load structural adjustment, the insufficient total power demands, the large power structure changes, the increase of peak regulation duties on coal-fired units, the continuous coal price drops, as well as the good economic efficiencies of coal power are all reasons of coal power surplus. Based on the analysis, some production capacity limitation measures are proposed, such as the new power production capacity should be limited from both the demand and supply sides; the coal power functional transformation should be promoted; the potential of existing coal power generation units should be fully taken advantage of; the peak regulation capability of coal-fired power generation units should be enhanced; the excessive substitution of large units for small ones should be avoided; the demand side should wait for the recovery of power demand; the demand for electricity should be enlarged actively and the carbon market should be established to suppress the coal electricity production capability. In addition, with the optimization of energy system, 10% of coal power equipment utilization rates can be further taken advantage of potentially. The energy production capability of 300 million tons of raw coal is available during the 13th Five-Year Plan Period.

Key words: coal power, power load, power demand, power supply, peak regulation

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