近年来我国能源投资发展分析  

Analysis on Recent Development of Energy Investment in China

作　　者：李华杰 马丽梅[1] 

机构地区：[1]中国社会科学院工业经济研究所

出　　处：《中外能源》2018年第1期3-13,共11页Sino-Global Energy

基　　金：国家社会科学基金重大项目“中国与周边国家电力互联互通战略研究”(编号:13&ZD168);中国博士后科学基金面上项目“经济转型与雾霾污染关系研究:跨国比较与空间计量实证”(编号:2016M591329)

摘　　要：进入新世纪以来，我国能源投资规模总体呈不断增长趋势，2015年能源投资为32564亿元，比2000年增长7．16倍。特别是2002年以来由于经济持续高速增长和亚洲金融危机后我国对能源投资限制造成的能源短缺。使我国能源投资进入一轮高速增长期，2002-2008年平均增速达25％。国际金融危机后，我国能源投资在规模不断增长的同时，增速放缓，2008-2015年平均增速仅10％。我国能源投资占全社会固定资产投资总额的比重由2000年的12．2％降至2015年的5．8％。煤炭选采、石油开采、石油及炼焦业投资在金融危机后增速放缓．至2012年左右均呈现负增长。占能源投资比重呈下降趋势；煤气生产和供应与电力、热力及燃气投资在危机后仍保持强劲增长，占能源投资比重不断攀升。从区域上看，我国能源投资不断向能源资源大省和能源消费大省、运输处理大省集中。国有经济占能源投资总额比重不断下降，2004年后基本稳定在48％的水平上。能源投资与经济发展和能源消费、产业结构、能源价格的关系密切，经实证分析，能源投资与能源消费在总量上显著正相关．但除煤炭外的其他分行业在增速上相关性均较弱，表明我国能源投资与能源消费存在失衡问题；我国能源投资与能源价格显著正相关，且除石油和天然气开采外在增速间的相关性也较强，说明我国能源市场化改革取得了显著效果。同时，产业结构变动和节能等措施使我国工业用能比重和能源强度不断下降，对能源投资有重要影响。推动能源投资健康发展，要解决好投资和消费的失衡问题，保证在国家主导下推动能源投资市场化，鼓励引导对绿色、智慧能源的投资，限制落后投资，引导海外投资。Since the beginning of the new century ,the The energy investment in 2015 was 3.2564 trillion 2002,due to the sustained and rapid economic scale of China＇s energy investment has been on the rise. yuan,a 7.16-fold increase over 2000.Especially since growth ment＇s restrictions on energy investment after the Asian and the energy shortage caused by Chinese govern- financial crisis, China＇s energy investment has entered a period of rapid growth.The average growth rate of energy investment from 2002 to 2008 reached 25%.After the outbreak of the international financial crisis,the growth of China＇s energy investment slowed down while the scale continued to grow.From 2008 to 2015 ,the average growth rate of energy investment was only 10%. The proportion of China＇s energy investment in the total investment in fixed assets dropped from 12.2% in 2000 to 5.8% in 2015.The growth of investment in coal mining,oil exploration,oil and coking industries slowed down after the financial crisis and turned negative around 2012,showing a declining trend as a share of energy investment.The growth of investment in coal gas production and supply,power,heat and gas indus- tries remained robust after the crisis,showing a rising trend as a share of energy investment.From the per- spective of regions,China＇s energy investment has continued to concentrate on provinces with rich energy re- sources,high energy consumption and high transportation capacity.The share of state-owned economy in the total energy investment continued to decline.Since 2004,it has remained stable at 48%.Energy investment is closely correlated with economic development,energy consumption,industrial structure and energy prices.Empiri- cal analysis shows that energy investment has significant positive correlation with energy consumption in total amount,but has little correlation in growth rate for industries excluding coal industry ,indicating the imbalance between energy investment and energy consumption in China.China＇s energy investment has significant posit

关 键 词：能源投资 规模 增速 能源消费 产业结构 能源价格 失衡问题 

分 类 号：F426.2[经济管理—产业经济]