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过去de未来_5262
2021-09-28
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
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href=\"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f8279245f93c233d8e06dbd426eb441","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122643732","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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}