新形势下煤电企业转型路径研究

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摘要:

新形势下煤电企业转型路径研究近年来,尽管新能源产业发展迅速,但煤电仍是我国电力供应的最主要电源。2023年煤电以48%的装机占比,生产了全国66%的电量,承担了70%的顶峰任务,发挥着“顶梁柱”和“压舱石”作用。在“双碳”战略引领下,传统煤电亟待向新型煤电升级转型,突破安全、低碳、经济“不可能三角”的多重约束。一是煤电要发挥兜底保障和灵活调节作用,为电力系统“双高”态势下核心技术突破赢得时间;二是煤电要稳步减量低碳发展,为率先达峰和保证可再生能源稳妥成为主力电源腾出空间;三是要严控全社会用电成本,防范转型不当引起的经济、金融、稳定等风险。在“不可能三角”中寻求煤电转型升级路径的最优解,是关系国...

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