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今年将退出煤炭产能1.5亿吨 煤电联营有望持续推进
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Topic: 今年将退出煤炭产能1.5亿吨 煤电联营有望持续推进 (Read 118 times)
hanley88
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今年将退出煤炭产能1.5亿吨 煤电联营有望持续推进
March 06, 2018, 11:49:27 AM
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煤炭去产能再次成为今年全国两会的热点。“今年煤炭去产能目标的实现没有任何问题,我们充满信心。”全国政协委员、国家能源投资集团总经理凌文在接受《证券日报》记者采访时表示,我希望在执行去产能政策的过程中,除了在量上实现去产能以外,更重要的是把真正的落后产能淘汰下去,把好的产能释放出来。
凌文还表示,“国家能源集团今年有煤炭去产能计划,但也会根据市场需求来调节,该释放先进产能的时候就毫不犹豫冲上去。”
3月5日,李克强总理在政府工作报告中提出,今年将再退出煤炭产能1.5亿吨左右,淘汰关停不达标的30万千瓦以下煤电机组。加大“僵尸企业”破产清算和重整力度,做好职工安置和债务处置等。业内认为,这一煤炭去产能目标超出市场预期,这一目标有望在今年下半年完成。
“今年煤炭去产能阻力较大,远远没有2016年和2017年顺利。”申万宏源煤炭研究团队指出,2016年至2017年我国合计去煤炭产能5亿吨左右,如果今年继续去产能1.5亿吨,则实现三年去产能6.5亿吨。距离“十三五”期间去产能8亿吨,还有1.5亿吨目标任务量。
凌文表示,今年的煤炭去产能工作相比前两年,就没有那么容易了。因为剩下的都是“硬骨头”,但也一定要去掉,政府和企业去产能的的态度都很坚决。
需要一提的是,去年,在神华集团和国电集团重组合并的同时,中国神华和国电电力也拟以各自所持相关火电公司股权及资产,共同组建合资公司。日前,根据两公司发布的公告称,本次交易有利于深化双方业务合作,形成长期稳定的煤炭供应关系,充分发挥煤电产业链的协同效应;实现在发电领域的优势互补、资源共享、技术融合和管理协同,提高合资公司发电业务的区域竞争力,避免重复投资,降低产能过剩风险;符合双方长期发展需要和全体股东利益。
“中国神华创造了这样一个模式,煤电合作会积极推进。”凌文表示,希望在整个行业内,煤电联营都能有深度融合,这样一方面可以解决煤电顶牛的问题,另一方面也解决了过剩的问题。这是真正的调结构转方式,用市场化而不是政府行政来解决。
他强调:“我非常推崇用市场机制来解决煤电问题。”
实际上,今年以来,有关部门多次强调,要研究实施方案和具体措施,在推进煤炭上下游联营、兼并重组等方面做出成功案例。
中宇资讯分析师徐时楠对《证券日报》记者表示,未来煤电联营是整个产业发展的大趋势,内部结构的优化调整,能够提升公司的整体经营效益。同时,煤企涉足火电业务的趋势也在加强。
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