CSPPLAZA光熱發電網訊:近日,國家能源局官方(fang)網站發(fa)布《關于2023年煤電規劃建設(she)風(feng)險預警的通(tong)知》。通(tong)知指(zhi)出投資回報率(lv)低于當期中長(chang)期國債利率(lv)的為紅色預警,此次有吉林、遼寧、天津(jin)、甘肅、青海、寧夏、江西、四川、廣(guang)西、云南十(shi)個省市“亮(liang)起紅燈”。
國家能源局關于發布2023年煤電規劃建設風險預警的通知
國能發電力〔2020〕12號
各省(sheng)、自治(zhi)區、直(zhi)轄市、新疆(jiang)生產建設兵團(tuan)(tuan)(tuan)(tuan)能源(yuan)局、有(you)(you)關省(sheng)(直(zhi)轄市)發展改革(ge)委,各派(pai)出機構,中(zhong)(zhong)電(dian)聯,國(guo)(guo)家電(dian)網有(you)(you)限公(gong)(gong)(gong)(gong)司(si)、中(zhong)(zhong)國(guo)(guo)南方電(dian)網有(you)(you)限責任公(gong)(gong)(gong)(gong)司(si),中(zhong)(zhong)國(guo)(guo)華能集(ji)團(tuan)(tuan)(tuan)(tuan)公(gong)(gong)(gong)(gong)司(si)、中(zhong)(zhong)國(guo)(guo)大唐集(ji)團(tuan)(tuan)(tuan)(tuan)公(gong)(gong)(gong)(gong)司(si)、中(zhong)(zhong)國(guo)(guo)華電(dian)集(ji)團(tuan)(tuan)(tuan)(tuan)公(gong)(gong)(gong)(gong)司(si)、國(guo)(guo)家能源(yuan)投資集(ji)團(tuan)(tuan)(tuan)(tuan)公(gong)(gong)(gong)(gong)司(si)、國(guo)(guo)家電(dian)力投資集(ji)團(tuan)(tuan)(tuan)(tuan)公(gong)(gong)(gong)(gong)司(si),中(zhong)(zhong)國(guo)(guo)國(guo)(guo)際工程咨詢(xun)公(gong)(gong)(gong)(gong)司(si)、電(dian)力規劃設計總院:
為(wei)落實國家煤電(dian)發(fa)展政策提出的按年(nian)發(fa)布實施(shi)煤電(dian)規劃(hua)建(jian)設風險預警(jing)的要求,增(zeng)強電(dian)力、熱力供應保障能力,更(geng)好指導地方(fang)和發(fa)電(dian)企(qi)業按需有序核準、建(jian)設省內自用煤電(dian)項(xiang)目,現將(jiang)2023年(nian)分省煤電(dian)規劃(hua)建(jian)設風險預警(jing)結果印送你們(men),并(bing)就有關(guan)事(shi)項(xiang)通知如下(xia)。
一、煤(mei)(mei)(mei)(mei)電(dian)(dian)規(gui)劃建(jian)設(she)(she)風險預警(jing)的(de)指(zhi)(zhi)(zhi)(zhi)標體(ti)系分為(wei)煤(mei)(mei)(mei)(mei)電(dian)(dian)裝(zhuang)機(ji)充(chong)(chong)裕度預警(jing)指(zhi)(zhi)(zhi)(zhi)標、資(zi)源約(yue)束指(zhi)(zhi)(zhi)(zhi)標、煤(mei)(mei)(mei)(mei)電(dian)(dian)建(jian)設(she)(she)經(jing)(jing)(jing)濟性(xing)(xing)預警(jing)指(zhi)(zhi)(zhi)(zhi)標。其(qi)中,煤(mei)(mei)(mei)(mei)電(dian)(dian)裝(zhuang)機(ji)充(chong)(chong)裕度預警(jing)指(zhi)(zhi)(zhi)(zhi)標是(shi)約(yue)束性(xing)(xing)指(zhi)(zhi)(zhi)(zhi)標,體(ti)現(xian)了當地(di)煤(mei)(mei)(mei)(mei)電(dian)(dian)裝(zhuang)機(ji)、電(dian)(dian)力供應的(de)冗(rong)余情況;資(zi)源約(yue)束指(zhi)(zhi)(zhi)(zhi)標是(shi)約(yue)束性(xing)(xing)指(zhi)(zhi)(zhi)(zhi)標,反映了在當地(di)規(gui)劃建(jian)設(she)(she)煤(mei)(mei)(mei)(mei)電(dian)(dian)項(xiang)目的(de)可行性(xing)(xing);煤(mei)(mei)(mei)(mei)電(dian)(dian)建(jian)設(she)(she)經(jing)(jing)(jing)濟性(xing)(xing)預警(jing)指(zhi)(zhi)(zhi)(zhi)標是(shi)建(jian)議(yi)性(xing)(xing)指(zhi)(zhi)(zhi)(zhi)標,體(ti)現(xian)了建(jian)設(she)(she)省(sheng)內(nei)自用煤(mei)(mei)(mei)(mei)電(dian)(dian)項(xiang)目的(de)經(jing)(jing)(jing)濟性(xing)(xing),為(wei)規(gui)劃建(jian)設(she)(she)煤(mei)(mei)(mei)(mei)電(dian)(dian)項(xiang)目提供決策參考。
二(er)、煤電(dian)裝機充(chong)裕度預(yu)警(jing)指標基于2023年各(ge)(ge)省、自(zi)治(zhi)(zhi)區(qu)、直(zhi)轄市電(dian)力(li)系(xi)統(tong)備用(yong)(yong)率(lv),分為(wei)(wei)紅(hong)色(se)(se)、橙色(se)(se)、綠色(se)(se)三個等級。煤電(dian)裝機明(ming)顯冗余、系(xi)統(tong)備用(yong)(yong)率(lv)過高的為(wei)(wei)紅(hong)色(se)(se)預(yu)警(jing);煤電(dian)裝機較為(wei)(wei)充(chong)裕、系(xi)統(tong)備用(yong)(yong)率(lv)偏高的為(wei)(wei)橙色(se)(se)預(yu)警(jing);電(dian)力(li)供需基本平衡(heng)或(huo)有缺口(kou)的、系(xi)統(tong)備用(yong)(yong)率(lv)適當或(huo)者偏低的為(wei)(wei)綠色(se)(se)。各(ge)(ge)省、自(zi)治(zhi)(zhi)區(qu)、直(zhi)轄市電(dian)力(li)系(xi)統(tong)參考備用(yong)(yong)率(lv)測算方法及(ji)預(yu)警(jing)結(jie)果見附(fu)(fu)件1和附(fu)(fu)件2。
三、資(zi)(zi)源約(yue)束指(zhi)標(biao)(biao)基于各省(sheng)、自治(zhi)區、直(zhi)轄(xia)市的(de)大氣污染(ran)物(wu)排(pai)放、水(shui)資(zi)(zi)源、煤炭消(xiao)費總量以及其(qi)他(ta)相關資(zi)(zi)源的(de)約(yue)束情(qing)況,分(fen)為(wei)紅色、綠色兩個等級(ji)。對于《關于印(yin)發打(da)贏(ying)藍天(tian)保衛戰三年(nian)行(xing)動計劃的(de)通知》(國發〔2018〕22號)確(que)定的(de)重點區域,資(zi)(zi)源約(yue)束指(zhi)標(biao)(biao)為(wei)紅色預警;其(qi)余為(wei)綠色。各省(sheng)、自治(zhi)區、直(zhi)轄(xia)市資(zi)(zi)源約(yue)束情(qing)況見(jian)附件3。
四、煤電建(jian)設經濟性(xing)預警指標基(ji)于(yu)2023年各省、自治區、直轄市(shi)新投運(yun)省內自用煤電項目(mu)的(de)預期投資回(hui)(hui)報(bao)率(lv)(lv),分為(wei)紅色(se)(se)、橙色(se)(se)、綠(lv)色(se)(se)三(san)個等級。投資回(hui)(hui)報(bao)率(lv)(lv)低于(yu)當(dang)期中長期國(guo)債(zhai)利率(lv)(lv)的(de)為(wei)紅色(se)(se)預警;投資回(hui)(hui)報(bao)率(lv)(lv)在當(dang)期中長期國(guo)債(zhai)利率(lv)(lv)至一般項目(mu)收(shou)益(yi)率(lv)(lv)(電力項目(mu)通常(chang)為(wei)8%)之(zhi)間(jian)的(de)為(wei)橙色(se)(se)預警;投資回(hui)(hui)報(bao)率(lv)(lv)高于(yu)一般項目(mu)收(shou)益(yi)率(lv)(lv)的(de)為(wei)綠(lv)色(se)(se)。煤電項目(mu)預期投資回(hui)(hui)報(bao)率(lv)(lv)計算方法、預警結果(guo)見附件4和附件5。
五、在電(dian)力(li)供需形勢(shi)、煤價(jia)、電(dian)價(jia)等關鍵(jian)條件發(fa)生較大變化或者相(xiang)關重大政策出(chu)臺后,我局將及(ji)時更新風險預警結果,另行補充發(fa)布。
特此通知。
國家能源局
2020年2月11日
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