双碳背景下煤炭企业转型路径与发展方向  

The Discussion of Coal Companies’ Transition Pathway under the Backgrounds of peak carbon and carbon neutrality

作　　者：李清亮 柳妮 Li Qingliang;Liu Ni(China Energy Trading Group,Beijing 100011,China;China Coal Research Institute,Beijing 100120,China)

机构地区：[1]国能销售集团有限公司,北京100011 [2]煤炭工业规划设计研究院,北京100120

出　　处：《煤炭经济研究》2021年第7期45-51,共7页Coal Economic Research

摘　　要：针对在"碳达峰、碳中和"背景下我国煤炭企业的转型发展问题,阐述了煤炭企业面临的挑战:节能减排将直接削减煤炭消耗量,新能源价格竞争力增强、将逐步替代火电,社会对煤炭环保认可度较低、制约煤企发展。分析指出,未来数十年我国煤炭行业的发展路径取决于正确处理经济社会发展与能源清洁高效利用的关系。研究认为,从短期来看,煤炭仍将是支撑我国社会经济发展的主要能源;从中期来看,我国逐步形成多元化的能源结构,煤炭还将是兜底保障社会经济发展的重要能源;从长期来看,煤炭在我国资源结构中还将有一席之地,煤炭企业仍然可以实现高质量发展。建议煤炭企业在经济竞争力、产业布局、物流供应、生态环境、科技创新等方面做好提升工作,走出一条绿色、可持续发展的道路。Regarding the transformation and development of Chinese coal enterprises under the background of “ peak carbon and carbon neutrality”, the challenges faced by coal enterprises are explained: energy conservation and pollution reduction will cut coal demand directly, new energy will replace thermal power gradually with increasingly strengthened price advantage, and low level of social recognition in environment protection will limit the development of coal companies. In the next decades, the path of coal industry will be determined by the relationship between economy development and clean efficient utilization of energy. Therefore, in short run, coal will still be the main energy of China;in middle run, coal will still be important source in the diversified energy structure of China;in long run, coal will still have living space in the economy of China. Coal companies need to improve the key competition power, distribution network, sector arrangement, development surroundings and R&D, and hereby find a way of green sustainable development.

关 键 词：碳达峰 碳中和 转型路径 煤炭企业 

分 类 号：F416.21[经济管理—产业经济]