回顾历史上5次大规模限电，告诉你这次影响有多大

界面新闻2021-09-27

近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？煤炭不够用，价格猛涨中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

LZP
2021-09-28
LZP
净扯淡，国家还能缺那点煤？？
Moneycat
2021-09-28
Moneycat
为什么螺纹钢会涨📈呢？
跟着队长一起走
2021-09-28
跟着队长一起走
听说晚上停电会增加人口出生率[捂脸] [捂脸]
mjng
2021-09-28
mjng
Great
哈喽神
2021-09-28
哈喽神
又要赢[笑哭]
过去de未来_5262
2021-09-28
过去de未来_5262
调价治标不治本，我们隔壁家这种天气都开空调的，人家不缺钱，不在乎，没小孩子，老人还有退休金，好几套房。人家在乎那点电费吗
- 阿寻:
  你看到了事情的本质
- 小时候可帅了00:
  国内的电不是够用吗？
- 家有猛犬:
  调电价只能限制穷人，你懂的

发表看法

111

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1122643732?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/1f8279245f93c233d8e06dbd426eb441","is_english":false,"pubTime":"2021-09-27 21:05","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1122643732","market":"hk","top_or_hot":-1,"title":"回顾历史上5次大规模限电，告诉你这次影响有多大","media":" 界面新闻","content":"<div>\n<p>近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw\">网页链接</a>\n\n</div>\n","source":"jm","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>回顾历史上5次大规模限电，告诉你这次影响有多大</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n回顾历史上5次大规模限电，告诉你这次影响有多大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 21:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw><strong> 界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000001.SH","symbol_name":"上证指数","start_time":0,"source_url":"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw","article_id":"1122643732","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/1f8279245f93c233d8e06dbd426eb441"],"rights":{"source":"jm","url":"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1122643732","pubTimestamp":1632747913,"sourceInfo":{"source_id":"jm","name":"界面新闻"},"weMediaInfo":null,"summary":"近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"000001.SH":"上证指数"},"translate_title":"Looking back at five large-scale power cuts in history, tell you how big the impact this time is","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/15a91a6a12fdee82d646b26e7ae2b175","symbols_score_info":{"000001.SH":0.9},"content_text":"近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，受疫情影响，2020年煤炭产能一直处于低位震荡，而真正的拐点出现在2021年初。目前，煤炭产能已经处于下行趋势中，煤炭供给将持续承压。今年煤炭进口量也在下降。据海关总署数据，2021年1月至5月，煤炭进口量同比“五连降”。截至8月，今年中国累计进口煤炭1.98亿吨，比去年同期下降10.3%。煤炭越来越不够用，价格自然也跟着上涨。据商务部数据，2021年以来，国内煤炭价格总体呈上涨趋势。1月至8月，煤炭价格同比持续上涨。4月以来，煤炭价格环比连续5个月上涨。最新数据（9月13日-19日）显示，动力煤价格为780元/吨，较年初上涨约27%。二号无烟块煤价格为1089元/吨，较年初上涨约15%。电价跟着涨了吗？2020年起，国内取消煤电价格联动机制，将现行标杆上网电价机制，改为“基准价+上下浮动”的市场化机制。据国家发改委文件要求，2020年暂不上浮，确保工商业平均电价只降不升。据国泰君安证券分析，从历史电价数据来看，2015年以后电力PPI增速基本维持为负值，近5年电价“只降不升”。未来要想还原电力的商品属性，电价上浮的关口亟需打开。电还是不够用\n电力需求涨得越来越快。界面数据将2016年至2021年前8个月的发电量、用电量数据进行对比发现，6年来，全社会用电量历年1月至8月的累计增速均高于全国发电量累计增速，今年两者差距达6年来最大值，为2.5%。据全球能源互联网发展合作组织发布的《中国2030年能源电力发展规划研究及2060年展望》，未来五年我国电力供需缺口将持续存在。其中，2024年可能是最“缺电”的时候。9省上半年能耗不降反升，能耗双控压力大\n据国家发改委，今年上半年，全国9个省（区）能耗强度同比不降反升。10个省上半年能耗强度降低率未达到进度要求，达二级预警。国家发改委在通知中强调，将采取有力措施，确保完成全年能耗双控目标特别是能耗强度降低目标任务。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":862980166,"gmtCreate":1632828847789,"gmtModify":1632828931232,"author":{"id":"3467020702048029","authorId":"3467020702048029","name":"LZP","avatar":"https://static.tigerbbs.com/a8218928f3c2fb90a9ce31d69a2c0cd9","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"净扯淡，国家还能缺那点煤？？","listText":"净扯淡，国家还能缺那点煤？？","text":"净扯淡，国家还能缺那点煤？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862980166","repostId":1122643732,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":866739980,"gmtCreate":1632803790840,"gmtModify":1632804670663,"author":{"id":"4093610806925810","authorId":"4093610806925810","name":"Moneycat","avatar":"https://static.tigerbbs.com/97adde5967de2ee069345b8665984df7","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"为什么螺纹钢会涨📈呢？","listText":"为什么螺纹钢会涨📈呢？","text":"为什么螺纹钢会涨📈呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866739980","repostId":1122643732,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":866794131,"gmtCreate":1632803383523,"gmtModify":1632803383523,"author":{"id":"3479771273726972","authorId":"3479771273726972","name":"跟着队长一起走","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/eec1894d24f295622b8891594288edf1","crmLevel":2,"crmLevelSwitch":1},"htmlText":"听说晚上停电会增加人口出生率[捂脸]&nbsp;[捂脸]&nbsp;","listText":"听说晚上停电会增加人口出生率[捂脸]&nbsp;[捂脸]&nbsp;","text":"听说晚上停电会增加人口出生率[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866794131","repostId":1122643732,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":866585544,"gmtCreate":1632791052088,"gmtModify":1632797581634,"author":{"id":"3564614537181603","authorId":"3564614537181603","name":"mjng","avatar":"https://static.tigerbbs.com/a854954445bb4118ad10dc538396e457","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866585544","repostId":1122643732,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":866501514,"gmtCreate":1632788347838,"gmtModify":1632788347838,"author":{"id":"3569643701206332","authorId":"3569643701206332","name":"哈喽神","avatar":"https://static.tigerbbs.com/fd7d95e51f52763b03c658192cabacbe","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"又要赢[笑哭]&nbsp;","listText":"又要赢[笑哭]&nbsp;","text":"又要赢[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866501514","repostId":1122643732,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":866246637,"gmtCreate":1632787360929,"gmtModify":1632793692251,"author":{"id":"3540944633114797","authorId":"3540944633114797","name":"过去de未来_5262","avatar":"https://static.tigerbbs.com/3cc48c81229e951d2c3a146e369c56da","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"调价治标不治本，我们隔壁家这种天气都开空调的，人家不缺钱，不在乎，没小孩子，老人还有退休金，好几套房。人家在乎那点电费吗","listText":"调价治标不治本，我们隔壁家这种天气都开空调的，人家不缺钱，不在乎，没小孩子，老人还有退休金，好几套房。人家在乎那点电费吗","text":"调价治标不治本，我们隔壁家这种天气都开空调的，人家不缺钱，不在乎，没小孩子，老人还有退休金，好几套房。人家在乎那点电费吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/866246637","repostId":1122643732,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7811145,"gmtCreate":1672576537125,"gmtModify":1672576550935,"authorId":3479274714184258,"author":{"id":3479274714184258,"authorId":3479274714184258,"name":"阿寻","avatar":"https://static.laohu8.com/picture44","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":866246637,"type":1,"supId":0,"prevId":0,"content":"你看到了事情的本质","text":"你看到了事情的本质","html":"你看到了事情的本质"},{"id":7811144,"gmtCreate":1672576524083,"gmtModify":1672576537903,"authorId":9000000000000221,"author":{"id":9000000000000221,"authorId":9000000000000221,"name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/d63237e21ae39bc54951c8ab6ec41ee9","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":866246637,"type":1,"supId":0,"prevId":0,"content":"国内的电不是够用吗？","text":"国内的电不是够用吗？","html":"国内的电不是够用吗？"},{"id":7811143,"gmtCreate":1672576498324,"gmtModify":1672576512194,"authorId":9000000000000224,"author":{"id":9000000000000224,"authorId":9000000000000224,"name":"家有猛犬","avatar":"https://static.tigerbbs.com/7245126214eaddb24b9d989ed5703968","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":866246637,"type":1,"supId":0,"prevId":0,"content":"调电价只能限制穷人，你懂的","text":"调电价只能限制穷人，你懂的","html":"调电价只能限制穷人，你懂的"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":111,"commentSize":13,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1122643732"}