2018年,我國能源領域供給側改革取得了突出成績,全國火電平均利用小時數提高至4361小時,設備利用效率穩步提升。新能源消納情況進一步好轉,全國棄風率7.2%,同比下降4.9個百分點,棄光率3.0%,同比下降2.8個百分點。而甘肅省全年火電利用小時數4178小時,棄風率和棄光率雖然有所下降,但仍分別達到19%和10%,高于全國平均水平。
黨的十九大(da)報告指出,實施區(qu)域協調發(fa)(fa)(fa)展戰略,支(zhi)持資(zi)源(yuan)(yuan)(yuan)型地(di)區(qu)經濟轉(zhuan)(zhuan)型發(fa)(fa)(fa)展。在能源(yuan)(yuan)(yuan)領域,近年(nian)來“棄風(feng)棄光”等(deng)(deng)現象也(ye)說明了亟(ji)待轉(zhuan)(zhuan)型的不(bu)再僅是(shi)山(shan)西(xi)、內蒙古等(deng)(deng)煤炭依賴(lai)型地(di)區(qu),甘肅等(deng)(deng)新能源(yuan)(yuan)(yuan)大(da)省同樣存在資(zi)源(yuan)(yuan)(yuan)依賴(lai)帶來的“發(fa)(fa)(fa)展路徑依賴(lai)”甚至“資(zi)源(yuan)(yuan)(yuan)詛咒(zhou)陷阱”等(deng)(deng)現象,有必(bi)要透(tou)視甘肅能源(yuan)(yuan)(yuan)發(fa)(fa)(fa)展,對(dui)能源(yuan)(yuan)(yuan)資(zi)源(yuan)(yuan)(yuan)型地(di)區(qu)轉(zhuan)(zhuan)型之(zhi)路的關鍵問(wen)題和解決之(zhi)道進行探討。
甘肅能源發展的四大矛盾
從甘肅(su)省能(neng)源發展來看(kan),目前(qian)主要面臨四大(da)矛盾。
第一,省(sheng)內(nei)煤(mei)(mei)炭(tan)自(zi)給率低與能(neng)源供給高質量發展(zhan)不匹配(pei)的矛盾。目前(qian),煤(mei)(mei)炭(tan)依然是甘肅(su)省(sheng)基(ji)礎能(neng)源,在省(sheng)內(nei)保證(zheng)供應的基(ji)礎上,省(sheng)外主要從新(xin)疆和(he)寧夏調(diao)入。近(jin)兩年我國煤(mei)(mei)炭(tan)去(qu)產(chan)(chan)能(neng)大力推進,已提前(qian)完成(cheng)3年5億噸(dun)的去(qu)產(chan)(chan)能(neng)目標,晉陜蒙新(xin)等(deng)煤(mei)(mei)炭(tan)主要調(diao)出省(sheng)份產(chan)(chan)量有(you)所下降,相(xiang)關(guan)數(shu)據(ju)顯(xian)示2016-2017年新(xin)疆和(he)寧夏煤(mei)(mei)炭(tan)去(qu)產(chan)(chan)能(neng)實(shi)際完成(cheng)1437萬(wan)噸(dun)和(he)700萬(wan)噸(dun)。對(dui)甘肅(su)而言,一方(fang)面(mian)是外省(sheng)調(diao)入煤(mei)(mei)炭(tan)規模(mo)大幅(fu)縮減,二(er)是煤(mei)(mei)炭(tan)價(jia)格在大幅(fu)飆升后維持高位運行(xing),雖然在一定程度上緩解了(le)煤(mei)(mei)炭(tan)企業經營困難,但也給下游行(xing)業造(zao)成(cheng)了(le)巨大壓力。
由于煤(mei)(mei)(mei)炭價(jia)(jia)格(ge)處于相(xiang)對(dui)高(gao)位,煤(mei)(mei)(mei)電(dian)(dian)(dian)(dian)上(shang)網(wang)電(dian)(dian)(dian)(dian)價(jia)(jia)偏高(gao)制約了甘肅整體電(dian)(dian)(dian)(dian)價(jia)(jia)水平。甘肅煤(mei)(mei)(mei)電(dian)(dian)(dian)(dian)缺(que)乏坑口電(dian)(dian)(dian)(dian)廠(chang)且(qie)電(dian)(dian)(dian)(dian)煤(mei)(mei)(mei)價(jia)(jia)格(ge)高(gao),燃煤(mei)(mei)(mei)機組標(biao)桿電(dian)(dian)(dian)(dian)價(jia)(jia)0.3078元/千瓦時,在西部(bu)地區(qu)處于較高(gao)水平。目前,甘肅省輸配(pei)電(dian)(dian)(dian)(dian)價(jia)(jia)改革后,輸配(pei)電(dian)(dian)(dian)(dian)價(jia)(jia)降(jiang)低4.45分/千瓦時,電(dian)(dian)(dian)(dian)網(wang)環節(jie)的改革紅利(li)已經(jing)充分釋放,且(qie)甘肅電(dian)(dian)(dian)(dian)網(wang)相(xiang)對(dui)落后的現實短期難(nan)以改變,電(dian)(dian)(dian)(dian)力普遍服務和精準扶貧的任務較重(zhong),電(dian)(dian)(dian)(dian)網(wang)建設改造(zao)需求與(yu)經(jing)營困(kun)難(nan)的矛(mao)盾(dun)突出,煤(mei)(mei)(mei)電(dian)(dian)(dian)(dian)上(shang)網(wang)電(dian)(dian)(dian)(dian)價(jia)(jia)高(gao)企,不利(li)于電(dian)(dian)(dian)(dian)力為(wei)“實體經(jing)濟”降(jiang)成(cheng)本。
第二(er),煤(mei)電(dian)(dian)(dian)可持續發展能力(li)(li)不足(zu)與能源轉型(xing)迫(po)切需求矛盾。目(mu)(mu)前,甘肅電(dian)(dian)(dian)網調峰能力(li)(li)缺額接(jie)近500萬(wan)千(qian)(qian)瓦(wa)(wa),電(dian)(dian)(dian)力(li)(li)系統調度運行壓力(li)(li)較大(da),主要原(yuan)因(yin)是省內火電(dian)(dian)(dian)機組中供熱(re)(re)機組占公網火電(dian)(dian)(dian)總(zong)容量的68%。從火電(dian)(dian)(dian)靈(ling)活(huo)性(xing)改(gai)造實際進(jin)展看,由于缺乏配套(tao)政策和市場機制,各發電(dian)(dian)(dian)企業積極性(xing)不高(gao),主動適應角(jiao)色轉變意識不足(zu)。根據各省調研收資情(qing)況,截至2018年(nian)(nian)11月底,“三北”地區已完成改(gai)造規模只有(you)4009萬(wan)千(qian)(qian)瓦(wa)(wa),預計(ji)2020年(nian)(nian)底改(gai)造累(lei)計(ji)規模也只有(you)7550萬(wan)千(qian)(qian)瓦(wa)(wa)左右,與規劃(hua)目(mu)(mu)標仍有(you)較大(da)差距。為(wei)了爭取優先發電(dian)(dian)(dian)權,大(da)量純凝火電(dian)(dian)(dian)機組反而改(gai)供熱(re)(re)機組運行。同時,省內還存在49家企業自備(bei)電(dian)(dian)(dian)廠,占全(quan)省發電(dian)(dian)(dian)總(zong)裝機的9.89%,居全(quan)國第三位。
第(di)三(san),新能(neng)源高(gao)速發(fa)展與(yu)內(nei)在動(dong)(dong)力(li)變(bian)革的(de)(de)矛盾。從省(sheng)內(nei)來(lai)看(kan),甘肅工業(ye)(ye)(ye)(ye)結(jie)構(gou)偏重(zhong)于以原材料(liao)為主(zhu)的(de)(de)高(gao)耗能(neng)產業(ye)(ye)(ye)(ye),2017年高(gao)耗能(neng)產業(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)已經(jing)超過工業(ye)(ye)(ye)(ye)總電(dian)(dian)量(liang)的(de)(de)70%,在當(dang)(dang)前(qian)經(jing)濟(ji)優結(jie)構(gou)、轉動(dong)(dong)力(li)的(de)(de)大(da)環境下增(zeng)長潛力(li)有限。從省(sheng)外(wai)市(shi)場來(lai)看(kan),電(dian)(dian)力(li)行業(ye)(ye)(ye)(ye)的(de)(de)資本密集(ji)型特征使其在拉動(dong)(dong)地方(fang)GDP和穩定地方(fang)就業(ye)(ye)(ye)(ye)等方(fang)面作(zuo)用(yong)(yong)突出,開拓省(sheng)外(wai)電(dian)(dian)力(li)市(shi)場難度(du)較大(da)。以酒湖(hu)直流為例,作(zuo)為西北(bei)區域唯(wei)一(yi)一(yi)條全電(dian)(dian)量(liang)市(shi)場化(hua)的(de)(de)直流通(tong)道,外(wai)送(song)協議達成的(de)(de)基礎是尊(zun)重(zhong)湖(hu)南水電(dian)(dian)為主(zhu)且自身電(dian)(dian)量(liang)富余的(de)(de)事實(shi),通(tong)道落(luo)地價格(ge)不(bu)高(gao)于三(san)峽電(dian)(dian)落(luo)地價格(ge)太(tai)多,當(dang)(dang)前(qian)只能(neng)靠降電(dian)(dian)價來(lai)促進外(wai)送(song),造(zao)成“省(sheng)內(nei)價高(gao)省(sheng)外(wai)低”的(de)(de)現象。
第四,實體經濟高(gao)(gao)質量(liang)發展迫切訴求與能(neng)源體系(xi)高(gao)(gao)效支撐(cheng)度不(bu)足的(de)(de)矛盾。從存量(liang)傳統(tong)工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)轉型發展看,一(yi)(yi)是甘肅電(dian)價(jia)交叉補(bu)貼較為(wei)(wei)嚴重(zhong)(zhong),不(bu)利于產(chan)(chan)業(ye)(ye)(ye)(ye)(ye)結構(gou)調整。基于制度安排,工(gong)(gong)商業(ye)(ye)(ye)(ye)(ye)用(yong)戶(hu)(hu)為(wei)(wei)農業(ye)(ye)(ye)(ye)(ye)用(yong)戶(hu)(hu)提供(gong)了(le)巨(ju)額交叉補(bu)貼,導致工(gong)(gong)商業(ye)(ye)(ye)(ye)(ye)用(yong)戶(hu)(hu)目錄電(dian)價(jia)偏高(gao)(gao)。如(ru):甘肅農業(ye)(ye)(ye)(ye)(ye)排灌(guan)用(yong)電(dian)量(liang)大(da)、價(jia)格嚴重(zhong)(zhong)倒掛,工(gong)(gong)商業(ye)(ye)(ye)(ye)(ye)用(yong)戶(hu)(hu)每年為(wei)(wei)此承(cheng)擔交叉補(bu)貼13億元左右,推高(gao)(gao)工(gong)(gong)商業(ye)(ye)(ye)(ye)(ye)用(yong)戶(hu)(hu)電(dian)價(jia)約0.0201元/千瓦時。二是對高(gao)(gao)耗能(neng)企業(ye)(ye)(ye)(ye)(ye)的(de)(de)讓利并未促進用(yong)能(neng)企業(ye)(ye)(ye)(ye)(ye)實現產(chan)(chan)業(ye)(ye)(ye)(ye)(ye)升級,并助(zhu)力甘肅省(sheng)內產(chan)(chan)業(ye)(ye)(ye)(ye)(ye)結構(gou)優化(hua)。未來一(yi)(yi)段時期依然是甘肅的(de)(de)支柱用(yong)能(neng)產(chan)(chan)業(ye)(ye)(ye)(ye)(ye),而先進產(chan)(chan)業(ye)(ye)(ye)(ye)(ye)布局不(bu)足不(bu)強,甘肅省(sheng)裝備(bei)制造(zao)業(ye)(ye)(ye)(ye)(ye)的(de)(de)工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)總產(chan)(chan)值、資產(chan)(chan)比重(zhong)(zhong)均(jun)為(wei)(wei)9.1%,分(fen)別低于全(quan)(quan)國(guo)平(ping)(ping)均(jun)水平(ping)(ping)26.4、23.3個(ge)百(bai)分(fen)點,在(zai)風電(dian)設備(bei)具有優勢(shi)的(de)(de)電(dian)氣機械和器材制造(zao)業(ye)(ye)(ye)(ye)(ye)的(de)(de)工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)總產(chan)(chan)值比重(zhong)(zhong)僅(jin)為(wei)(wei)2.2%,較全(quan)(quan)國(guo)平(ping)(ping)均(jun)水平(ping)(ping)還低4.2個(ge)百(bai)分(fen)點。
客觀看待甘肅能源發展歷程
甘肅是(shi)我(wo)國(guo)中(zhong)西(xi)部重要的國(guo)防戰(zhan)略(lve)縱(zong)深區、能(neng)源開發(fa)密集區、文化交流通(tong)道區、生(sheng)(sheng)態戰(zhan)略(lve)屏障區以(yi)及實現(xian)全(quan)面(mian)小康的洼地區。能(neng)源歷來(lai)是(shi)甘肅省重要支柱產業之(zhi)一,但(dan)一直處于全(quan)要素生(sheng)(sheng)產率(lv)低(di)、環境(jing)代價高、部分領域和環節不協調(diao)的粗(cu)放型發(fa)展(zhan)階段,未來(lai)必須(xu)主(zhu)動(dong)融入綠色發(fa)展(zhan)戰(zhan)略(lve),同時在經(jing)濟發(fa)展(zhan)中(zhong)更有力地承擔釋(shi)放改革(ge)紅利、實現(xian)精準扶貧(pin)、改善民生(sheng)(sheng)等重任。
多(duo)年來,甘肅(su)省始終是我國(guo)新能(neng)(neng)(neng)源(yuan)發(fa)展(zhan)(zhan)的“排頭兵”,在(zai)全產業(ye)鏈培育、新能(neng)(neng)(neng)源(yuan)開發(fa)利(li)用、清潔能(neng)(neng)(neng)源(yuan)跨省區外送以(yi)(yi)及電(dian)(dian)力現貨市(shi)場(chang)等方面發(fa)揮了重要的示范作用,為(wei)我國(guo)新能(neng)(neng)(neng)源(yuan)發(fa)展(zhan)(zhan)提(ti)供了寶貴的理論和實(shi)踐經驗,有必要客觀(guan)看(kan)待發(fa)展(zhan)(zhan)過程(cheng)中(zhong)存在(zai)的不(bu)協調(diao)和不(bu)完善之(zhi)(zhi)處。“十(shi)二五(wu)”以(yi)(yi)來,甘肅(su)電(dian)(dian)網的發(fa)展(zhan)(zhan)拉(la)動(dong)(dong)發(fa)電(dian)(dian)行業(ye)和新能(neng)(neng)(neng)源(yuan)裝備產業(ye)投資(zi)約(yue)3000億元(yuan),直接帶動(dong)(dong)就(jiu)(jiu)業(ye)8千余人(ren),間接拉(la)動(dong)(dong)就(jiu)(jiu)業(ye)5萬人(ren)以(yi)(yi)上,經濟和就(jiu)(jiu)業(ye)拉(la)動(dong)(dong)效果顯(xian)著。同時,甘肅(su)風電(dian)(dian)發(fa)展(zhan)(zhan)已逐(zhu)步實(shi)現從(cong)“規模導向(xiang)”向(xiang)“利(li)用水平(ping)導向(xiang)”轉變,酒泉(quan)至湖南特(te)高壓直流(liu)工程(cheng)就(jiu)(jiu)是全國(guo)首個以(yi)(yi)輸(shu)送清潔能(neng)(neng)(neng)源(yuan)為(wei)主的特(te)高壓輸(shu)電(dian)(dian)工程(cheng),也(ye)是國(guo)家“西(xi)電(dian)(dian)東送”戰略的重點電(dian)(dian)網工程(cheng)之(zhi)(zhi)一。此外,電(dian)(dian)力現貨市(shi)場(chang)是有力提(ti)升新能(neng)(neng)(neng)源(yuan)消(xiao)納水平(ping)、推動(dong)(dong)資(zi)源(yuan)優(you)勢(shi)向(xiang)經濟優(you)勢(shi)轉變的有力措施,甘肅(su)已于2018年12月啟動(dong)(dong)試運行,對帶動(dong)(dong)其他(ta)后(hou)續試點省份現貨市(shi)場(chang)建設(she)有重要意(yi)義(yi)。
資源型地區轉型發展之路的初步探討
總(zong)體來看,能(neng)源(yuan)(yuan)資(zi)源(yuan)(yuan)型(xing)地區轉(zhuan)(zhuan)型(xing)發展要圍繞能(neng)源(yuan)(yuan)資(zi)源(yuan)(yuan)做文(wen)章,實現從簡單的(de)能(neng)源(yuan)(yuan)資(zi)源(yuan)(yuan)向提升省(sheng)域競爭力的(de)經濟資(zi)源(yuan)(yuan)、再向實現現代化(hua)的(de)戰略資(zi)源(yuan)(yuan)的(de)轉(zhuan)(zhuan)變,當前階段可從以(yi)下(xia)三(san)個大方向入手。
第(di)一,加(jia)強頂層設(she)計(ji),破除體制(zhi)(zhi)機制(zhi)(zhi)障礙。黨的(de)(de)(de)十九(jiu)大指出“發揮(hui)國(guo)家發展規劃的(de)(de)(de)戰略(lve)(lve)導向作用”,針(zhen)對電(dian)源電(dian)網審批(pi)建(jian)設(she)周期的(de)(de)(de)不(bu)匹配、“市場(chang)煤、計(ji)劃電(dian)”矛盾(dun)等問(wen)題(ti),全國(guo)多個省(sheng)份已組建(jian)能(neng)源局,應對能(neng)源品(pin)種(zhong)邊界的(de)(de)(de)模糊化、利用形(xing)式的(de)(de)(de)復雜化和耦合(he)關系的(de)(de)(de)密切化,增強跨部門、跨專業的(de)(de)(de)綜(zong)合(he)管理(li)能(neng)力(li)。能(neng)源行(xing)業不(bu)僅資金技術密集,更(geng)重要(yao)的(de)(de)(de)是具有極強的(de)(de)(de)路徑依賴(lai)性,能(neng)源基礎設(she)施(shi)的(de)(de)(de)審批(pi)、建(jian)設(she)和使用周期較長。在(zai)西電(dian)東(dong)送、國(guo)際能(neng)源合(he)作、三代核電(dian)發展等涉及(ji)國(guo)家戰略(lve)(lve)的(de)(de)(de)重大問(wen)題(ti)上(shang),政府及(ji)能(neng)源主管部門應明(ming)確(que)主導地位,兼顧簡政放權與宏觀調(diao)控(kong),在(zai)戰略(lve)(lve)方向、政策制(zhi)(zhi)定(ding)和標準出臺等方面更(geng)好地發揮(hui)作用,釋放我國(guo)執行(xing)力(li)強的(de)(de)(de)制(zhi)(zhi)度優勢,彌補市場(chang)機制(zhi)(zhi)失(shi)靈。
第二,堅持(chi)市場在能源(yuan)資源(yuan)配置中的(de)決定性(xing)作(zuo)用(yong)(yong)(yong),健(jian)全價(jia)(jia)格體系促進能源(yuan)經(jing)濟(ji)體系發(fa)展(zhan)動力的(de)提(ti)升。發(fa)揮用(yong)(yong)(yong)能成(cheng)本的(de)“指揮棒(bang)”作(zuo)用(yong)(yong)(yong)。調整用(yong)(yong)(yong)能價(jia)(jia)格交叉補(bu)貼力度(du)和方式,加大對(dui)戰略性(xing)新興產(chan)(chan)業(ye)和集(ji)約高效傳統產(chan)(chan)業(ye)的(de)扶持(chi),避免(mian)以(yi)類似大用(yong)(yong)(yong)戶直購電(dian)(dian)的(de)形式對(dui)粗放的(de)高耗能行(xing)(xing)(xing)業(ye)進行(xing)(xing)(xing)補(bu)貼。以(yi)甘肅為例,要(yao)更(geng)加重視(shi)煤炭等上游(you)環(huan)節資產(chan)(chan)價(jia)(jia)格對(dui)實(shi)體經(jing)濟(ji)的(de)影響(xiang),雖然煤炭漲(zhang)價(jia)(jia)有利于煤炭企(qi)業(ye)脫困,但研究表明,當(dang)煤炭價(jia)(jia)格上漲(zhang)幅度(du)達(da)到100%,電(dian)(dian)熱水(shui)氣行(xing)(xing)(xing)業(ye)產(chan)(chan)出緊(jin)縮程(cheng)度(du)可達(da)10%以(yi)上,煤炭、煤電(dian)(dian)和電(dian)(dian)網企(qi)業(ye)應(ying)共同承擔(dan)降電(dian)(dian)價(jia)(jia)的(de)硬(ying)任務。
第(di)三(san),爭取東西幫扶(fu)政策,保(bao)障相對(dui)(dui)落后地(di)區(qu)民生(sheng)。我(wo)國(guo)能(neng)(neng)(neng)(neng)(neng)源大省(sheng)多(duo)處(chu)于西部北部地(di)區(qu),與東部省(sheng)份(fen)發展(zhan)差距(ju)一(yi)(yi)直存在(zai)(zai)。從全國(guo)能(neng)(neng)(neng)(neng)(neng)源系統的(de)(de)角(jiao)度(du)來看,能(neng)(neng)(neng)(neng)(neng)源資源型(xing)地(di)區(qu)發展(zhan)能(neng)(neng)(neng)(neng)(neng)力不(bu)足(zu)(zu)(zu)會(hui)限制(zhi)其(qi)在(zai)(zai)清潔(jie)能(neng)(neng)(neng)(neng)(neng)源供應、生(sheng)態保(bao)護(hu)等方面發揮更大的(de)(de)作(zuo)用,是得不(bu)償失的(de)(de)。因(yin)此(ci),能(neng)(neng)(neng)(neng)(neng)源資源型(xing)地(di)區(qu)在(zai)(zai)對(dui)(dui)內立足(zu)(zu)(zu)自身特點(dian),發揮傳統能(neng)(neng)(neng)(neng)(neng)源和清潔(jie)能(neng)(neng)(neng)(neng)(neng)源資源、東西部能(neng)(neng)(neng)(neng)(neng)源通道(dao)和區(qu)位樞紐等優(you)勢,為(wei)中東部省(sheng)份(fen)提供清潔(jie)低碳能(neng)(neng)(neng)(neng)(neng)源供應,促進經濟發展(zhan),逐步縮小差距(ju)的(de)(de)同時(shi),更要對(dui)(dui)外積(ji)極爭取國(guo)家政策支持(chi),建(jian)立長效東西幫扶(fu)機(ji)制(zhi),加大東部對(dui)(dui)西部的(de)(de)支持(chi)力度(du),解(jie)決自身發展(zhan)能(neng)(neng)(neng)(neng)(neng)力不(bu)足(zu)(zu)(zu)、自身投(tou)資能(neng)(neng)(neng)(neng)(neng)力不(bu)足(zu)(zu)(zu)的(de)(de)劣勢,進一(yi)(yi)步改善生(sheng)產生(sheng)活條(tiao)件(jian),培育可持(chi)續發展(zhan)能(neng)(neng)(neng)(neng)(neng)力,這也符合國(guo)家通過先富幫后富最終實(shi)現共同富裕(yu)的(de)(de)目標。