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“十四五”時期可再生能源發展的關鍵是體制改革與機制重構
發布者:admin | 來源:中國發展觀察 | 0評論 | 6214查看 | 2020-12-14 19:40:43    

2020年9月22日,習近平總書記在(zai)聯合國(guo)(guo)(guo)大會上提出我國(guo)(guo)(guo)將努力在(zai)2060年實(shi)(shi)現(xian)(xian)“碳中(zhong)(zhong)和(he)(he)”后,在(zai)全(quan)世界引起重(zhong)大反響,各(ge)國(guo)(guo)(guo)給予(yu)高度評價。所(suo)謂“碳中(zhong)(zhong)和(he)(he)”,是指(zhi)通過(guo)碳減(jian)排、碳封存和(he)(he)碳抵(di)消平衡整體(ti)(ti)經濟(ji)排放量(liang),從而實(shi)(shi)現(xian)(xian)凈(jing)零碳排放。其(qi)中(zhong)(zhong),大力發展可(ke)再(zai)(zai)生(sheng)能(neng)(neng)源(yuan)替代化(hua)石能(neng)(neng)源(yuan),減(jian)少二氧(yang)化(hua)碳排放,是實(shi)(shi)現(xian)(xian)“碳中(zhong)(zhong)和(he)(he)”的重(zhong)要途徑。“十(shi)三五”期間,我國(guo)(guo)(guo)可(ke)再(zai)(zai)生(sheng)能(neng)(neng)源(yuan)發展成(cheng)效顯著(zhu),為碳減(jian)排和(he)(he)應對氣候變化(hua)做出了積極貢獻,但仍然存在(zai)一些問題,影響我國(guo)(guo)(guo)可(ke)再(zai)(zai)生(sheng)能(neng)(neng)源(yuan)規模(mo)進一步快速增長,抑制(zhi)可(ke)再(zai)(zai)生(sheng)能(neng)(neng)源(yuan)“碳減(jian)排”效應的釋放。全(quan)面深(shen)化(hua)相關(guan)體(ti)(ti)制(zhi)改革和(he)(he)新(xin)機制(zhi)構建是促進我國(guo)(guo)(guo)“十(shi)四五”時期可(ke)再(zai)(zai)生(sheng)能(neng)(neng)源(yuan)發展的關(guan)鍵。


我國可再生能源發展取得四方面成績


隨著2003年我(wo)國(guo)《可再生(sheng)能源(yuan)法》頒(ban)布實施和可再生(sheng)能源(yuan)發展支(zhi)持(chi)政策的逐(zhu)漸完(wan)善(shan),我(wo)國(guo)可再生(sheng)能源(yuan)開始進入快速發展期(qi),成績斐(fei)然,主要(yao)表現在如下四個(ge)方面(mian)。


1.我國(guo)(guo)已(yi)成為世(shi)界最(zui)大(da)的(de)可再(zai)生(sheng)(sheng)能源消費和生(sheng)(sheng)產國(guo)(guo)


2019年,我(wo)(wo)國(guo)(guo)可再(zai)生(sheng)(sheng)(sheng)能(neng)(neng)源(yuan)(yuan)(含水(shui)電(dian))消(xiao)(xiao)費(fei)總(zong)量(liang)(liang)(liang)達到17.95EJ(1EJ(艾焦(jiao))是10的18次(ci)(ci)方J。1千焦(jiao)等(deng)于34毫克(ke)標準煤),與2000年相(xiang)(xiang)比,我(wo)(wo)國(guo)(guo)可再(zai)生(sheng)(sheng)(sheng)能(neng)(neng)源(yuan)(yuan)(包括水(shui)電(dian))消(xiao)(xiao)費(fei)總(zong)量(liang)(liang)(liang)增(zeng)長(chang)了6.95倍(bei),而同(tong)期一次(ci)(ci)能(neng)(neng)源(yuan)(yuan)消(xiao)(xiao)費(fei)總(zong)量(liang)(liang)(liang)僅增(zeng)長(chang)2.34倍(bei)(文中數據如果不特別注明(ming),均來(lai)自(zi)《BP世界能(neng)(neng)源(yuan)(yuan)統計2020》——作者(zhe)注)。自(zi)2005年可再(zai)生(sheng)(sheng)(sheng)能(neng)(neng)源(yuan)(yuan)(含水(shui)電(dian))消(xiao)(xiao)費(fei)量(liang)(liang)(liang)超過巴西和美國(guo)(guo)后,我(wo)(wo)國(guo)(guo)就成為全(quan)(quan)球(qiu)最大(da)的可再(zai)生(sheng)(sheng)(sheng)能(neng)(neng)源(yuan)(yuan)(含水(shui)電(dian))消(xiao)(xiao)費(fei)國(guo)(guo),同(tong)時也是最大(da)的生(sheng)(sheng)(sheng)產國(guo)(guo)(可再(zai)生(sheng)(sheng)(sheng)能(neng)(neng)源(yuan)(yuan)除了生(sheng)(sheng)(sheng)物質能(neng)(neng)外,太(tai)陽(yang)能(neng)(neng)、風能(neng)(neng)、水(shui)能(neng)(neng)不易儲存,因而消(xiao)(xiao)費(fei)量(liang)(liang)(liang)與生(sheng)(sheng)(sheng)產量(liang)(liang)(liang)相(xiang)(xiang)差不大(da))。2019年我(wo)(wo)國(guo)(guo)占全(quan)(quan)球(qiu)可再(zai)生(sheng)(sheng)(sheng)能(neng)(neng)源(yuan)(yuan)(含水(shui)電(dian))消(xiao)(xiao)費(fei)量(liang)(liang)(liang)份額高(gao)達26.94%。


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2.可(ke)再生能(neng)源發展為我國碳(tan)減排做出重(zhong)要貢獻(xian)


當(dang)前和(he)未來(lai)的(de)一段時期(qi),我(wo)國能(neng)源(yuan)消費總(zong)(zong)量(liang)(liang)(liang)仍(reng)將處(chu)于平穩爬(pa)升期(qi)。2008—2019年,我(wo)國能(neng)源(yuan)消費總(zong)(zong)量(liang)(liang)(liang)從32億噸標(biao)準煤增(zeng)(zeng)加到48.6億噸標(biao)準煤,年均增(zeng)(zeng)長3.85%。與能(neng)源(yuan)消費有關的(de)二氧化碳排放量(liang)(liang)(liang)也(ye)具有同樣(yang)的(de)特征:2008—2019年,二氧化碳排放量(liang)(liang)(liang)從73.8億噸增(zeng)(zeng)加到98.3億噸,年均增(zeng)(zeng)長2.6%,占全球排放量(liang)(liang)(liang)的(de)28.8%。


根據國內有(you)關機構的預測,我(wo)國二氧化(hua)碳排放(fang)將(jiang)在2030年(nian)(nian)(nian)達峰,峰值在115億(yi)(yi)噸(dun),這意味著2020—2030年(nian)(nian)(nian)間我(wo)國二氧化(hua)碳排放(fang)量年(nian)(nian)(nian)均(jun)增速必須在1.58%以下,相比目前2.6%的年(nian)(nian)(nian)均(jun)增速要(yao)(yao)有(you)大幅度(du)減少(shao)。這意味著,除了要(yao)(yao)通過節能(neng)(neng)、提(ti)高能(neng)(neng)效和(he)大幅度(du)降低化(hua)石能(neng)(neng)源(yuan)消費總量來減排之外(wai),大力發展可(ke)再(zai)生能(neng)(neng)源(yuan)替代化(hua)石能(neng)(neng)源(yuan)成為(wei)另一個(ge)重要(yao)(yao)途徑。2019年(nian)(nian)(nian),我(wo)國可(ke)再(zai)生能(neng)(neng)源(yuan)發電量2.02萬億(yi)(yi)千瓦(wa)時,避(bi)免的CO2排放(fang)量為(wei)16.5億(yi)(yi)噸(dun),占當年(nian)(nian)(nian)我(wo)國CO2排放(fang)量的16.8%。


3.風力(li)發電(dian)與光伏發電(dian)快(kuai)速(su)下降(jiang),加快(kuai)補(bu)貼政策快(kuai)速(su)退出(chu)


風(feng)力(li)發(fa)電(dian)與光(guang)伏(fu)(fu)發(fa)電(dian)是可(ke)再生能源現代化(hua)利用(yong)技術進步最快的(de)(de)兩種可(ke)再生能源。2010年(nian)(nian)以來(lai),我國風(feng)力(li)發(fa)電(dian)和(he)光(guang)伏(fu)(fu)發(fa)電(dian)平準化(hua)度電(dian)成本(LCOE)逐年(nian)(nian)大(da)(da)幅下降,市場競爭力(li)日益(yi)提高(gao)。據國際(ji)可(ke)再生能源機構(gou)(IRENA)的(de)(de)數(shu)據,2010年(nian)(nian)以來(lai),我國陸(lu)(lu)上(shang)風(feng)電(dian)項(xiang)目的(de)(de)平均LCOE從2010年(nian)(nian)的(de)(de)0.482元(yuan)/千瓦(wa)(wa)時(shi)左右降至(zhi)2019年(nian)(nian)的(de)(de)0.315元(yuan)/千瓦(wa)(wa)時(shi),10年(nian)(nian)來(lai)下降了35%;海(hai)(hai)上(shang)風(feng)電(dian)項(xiang)目LCOE由2010年(nian)(nian)的(de)(de)1.186元(yuan)/千瓦(wa)(wa)時(shi)降至(zhi)2019年(nian)(nian)約0.75元(yuan)/千瓦(wa)(wa)時(shi),10年(nian)(nian)來(lai)下降了37%。2019年(nian)(nian)中國部分海(hai)(hai)上(shang)風(feng)電(dian)項(xiang)目LCOE低(di)于(yu)0.63元(yuan)/千瓦(wa)(wa)時(shi)。光(guang)伏(fu)(fu)發(fa)電(dian)的(de)(de)LCOE下降幅度比風(feng)電(dian)更(geng)大(da)(da)。2011—2019年(nian)(nian)間,我國(非居民屋(wu)頂)光(guang)伏(fu)(fu)發(fa)電(dian)平均LCOE從1.16元(yuan)/千瓦(wa)(wa)時(shi)下降到0.44元(yuan)/千瓦(wa)(wa)時(shi),下降幅度為(wei)62%。目前(qian),我國大(da)(da)部分地區風(feng)力(li)發(fa)電(dian)和(he)光(guang)伏(fu)(fu)發(fa)電(dian)已經具備平價上(shang)網條(tiao)件,2020年(nian)(nian)底陸(lu)(lu)上(shang)風(feng)電(dian)和(he)光(guang)伏(fu)(fu)發(fa)電(dian)新增(zeng)項(xiang)目不(bu)再享受上(shang)網電(dian)價補貼政(zheng)策。


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4.“十(shi)三(san)五”期(qi)間我國可再生(sheng)能源發電繼續保(bao)持高速增長


“十三五(wu)(wu)”期(qi)間我(wo)國可(ke)再(zai)生(sheng)能源發(fa)(fa)電(dian)繼續(xu)延續(xu)高速(su)增長勢頭(tou),超額完成“十三五(wu)(wu)”規(gui)劃(hua)目(mu)標(biao)。我(wo)國“十三五(wu)(wu)”可(ke)再(zai)生(sheng)能源發(fa)(fa)電(dian)裝機規(gui)劃(hua)目(mu)標(biao)是(shi)2020年裝機總(zong)量67500萬(wan)(wan)千瓦,其中水電(dian)34000萬(wan)(wan)千瓦、風(feng)電(dian)21000萬(wan)(wan)千瓦,光伏發(fa)(fa)電(dian)10500萬(wan)(wan)千瓦,太陽能熱發(fa)(fa)電(dian)500萬(wan)(wan)千瓦,生(sheng)物質發(fa)(fa)電(dian)1500萬(wan)(wan)千瓦。


截至2019年,我國可(ke)再(zai)生(sheng)能源發(fa)電(dian)裝(zhuang)(zhuang)機達(da)到79400萬千瓦,實際(ji)完成(cheng)(cheng)率(lv)(lv)(lv)117.6%;其中水電(dian)裝(zhuang)(zhuang)機完成(cheng)(cheng)率(lv)(lv)(lv)104.7%、風電(dian)裝(zhuang)(zhuang)機完成(cheng)(cheng)率(lv)(lv)(lv)100%、光(guang)伏(fu)發(fa)電(dian)裝(zhuang)(zhuang)機完成(cheng)(cheng)率(lv)(lv)(lv)194%、生(sheng)物質發(fa)電(dian)裝(zhuang)(zhuang)機完成(cheng)(cheng)率(lv)(lv)(lv)150%、太陽(yang)能熱發(fa)電(dian)完成(cheng)(cheng)率(lv)(lv)(lv)84%。除了太陽(yang)能熱發(fa)電(dian)沒有(you)完成(cheng)(cheng)規劃(hua)目標(biao)、風電(dian)剛(gang)好完成(cheng)(cheng)目標(biao)外,其余(yu)可(ke)再(zai)生(sheng)能源發(fa)電(dian)裝(zhuang)(zhuang)機都(dou)超額完成(cheng)(cheng)了規劃(hua)任務。


現階段我國可再生能源發展面臨的問題


盡(jin)管我國(guo)已經成為全球可(ke)再生(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)第一(yi)大消費國(guo)和生(sheng)(sheng)產(chan)國(guo),但(dan)可(ke)再生(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)占能(neng)源(yuan)(yuan)(yuan)消費總量的比重(zhong)還不(bu)高。2019年,我國(guo)可(ke)再生(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)占一(yi)次能(neng)源(yuan)(yuan)(yuan)消費的比重(zhong)為25.3%,與向高比例可(ke)再生(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)系統轉型和碳(tan)中和的目標要求(qiu)還有(you)相當的距離,還存在一(yi)些影響(xiang)可(ke)再生(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)進一(yi)步快(kuai)速發展的問題。


1.風電和(he)光伏(fu)發電的“限電率”較(jiao)高


我國能(neng)源(yuan)轉型還處于初(chu)級(ji)階段,風(feng)(feng)電(dian)(dian)(dian)(dian)(dian)(dian)與光(guang)(guang)(guang)(guang)(guang)伏(fu)(fu)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)占發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)比重并不高(gao),但近幾年(nian)風(feng)(feng)電(dian)(dian)(dian)(dian)(dian)(dian)和(he)(he)光(guang)(guang)(guang)(guang)(guang)伏(fu)(fu)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)已經出(chu)現(xian)了(le)大(da)量(liang)(liang)限(xian)(xian)電(dian)(dian)(dian)(dian)(dian)(dian)的(de)情況(kuang)(風(feng)(feng)力發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)和(he)(he)光(guang)(guang)(guang)(guang)(guang)伏(fu)(fu)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)的(de)“限(xian)(xian)電(dian)(dian)(dian)(dian)(dian)(dian)”是(shi)指可(ke)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)但因各種原因不能(neng)實(shi)現(xian)并網的(de)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)。這部分(fen)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)與風(feng)(feng)光(guang)(guang)(guang)(guang)(guang)電(dian)(dian)(dian)(dian)(dian)(dian)的(de)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)的(de)比值是(shi)“限(xian)(xian)電(dian)(dian)(dian)(dian)(dian)(dian)率(lv)(lv)(lv)”,通常也程(cheng)“棄風(feng)(feng)率(lv)(lv)(lv)”“棄光(guang)(guang)(guang)(guang)(guang)率(lv)(lv)(lv)”)。根(gen)據國家能(neng)源(yuan)局的(de)數據,2015—2017年(nian)我國風(feng)(feng)電(dian)(dian)(dian)(dian)(dian)(dian)限(xian)(xian)電(dian)(dian)(dian)(dian)(dian)(dian)率(lv)(lv)(lv)分(fen)別(bie)高(gao)達(da)15.2%、17%和(he)(he)12%;光(guang)(guang)(guang)(guang)(guang)伏(fu)(fu)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)限(xian)(xian)電(dian)(dian)(dian)(dian)(dian)(dian)率(lv)(lv)(lv)分(fen)別(bie)為(wei)12.1%、10.6%和(he)(he)6%。2018年(nian)我國《清潔能(neng)源(yuan)消納行動計劃(hua)2018—2020》提出(chu)了(le)2020年(nian)我國風(feng)(feng)電(dian)(dian)(dian)(dian)(dian)(dian)和(he)(he)光(guang)(guang)(guang)(guang)(guang)伏(fu)(fu)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)限(xian)(xian)電(dian)(dian)(dian)(dian)(dian)(dian)率(lv)(lv)(lv)下(xia)(xia)降到5%的(de)目標后,風(feng)(feng)電(dian)(dian)(dian)(dian)(dian)(dian)與光(guang)(guang)(guang)(guang)(guang)伏(fu)(fu)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)限(xian)(xian)電(dian)(dian)(dian)(dian)(dian)(dian)率(lv)(lv)(lv)出(chu)現(xian)明顯下(xia)(xia)降。2018年(nian)和(he)(he)2019年(nian),風(feng)(feng)電(dian)(dian)(dian)(dian)(dian)(dian)限(xian)(xian)電(dian)(dian)(dian)(dian)(dian)(dian)率(lv)(lv)(lv)分(fen)別(bie)下(xia)(xia)降為(wei)6.2%和(he)(he)4%,光(guang)(guang)(guang)(guang)(guang)伏(fu)(fu)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)限(xian)(xian)電(dian)(dian)(dian)(dian)(dian)(dian)率(lv)(lv)(lv)分(fen)別(bie)下(xia)(xia)降為(wei)3%和(he)(he)2%。


根據歐洲主要(yao)國(guo)(guo)家(jia)的(de)經驗,當風(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)與光(guang)伏(fu)發電(dian)(dian)(dian)(dian)(dian)占(zhan)(zhan)發電(dian)(dian)(dian)(dian)(dian)量比(bi)(bi)重超過10%時,限電(dian)(dian)(dian)(dian)(dian)率(lv)已經下(xia)(xia)降到(dao)1%以(yi)下(xia)(xia)。比(bi)(bi)如(ru),2011—2013年間(jian),德國(guo)(guo)發電(dian)(dian)(dian)(dian)(dian)量中風(feng)(feng)(feng)光(guang)電(dian)(dian)(dian)(dian)(dian)占(zhan)(zhan)比(bi)(bi)從11.2%增加到(dao)13.1%,風(feng)(feng)(feng)光(guang)電(dian)(dian)(dian)(dian)(dian)限電(dian)(dian)(dian)(dian)(dian)率(lv)從0.61%下(xia)(xia)降到(dao)0.15%;意(yi)大利風(feng)(feng)(feng)光(guang)電(dian)(dian)(dian)(dian)(dian)占(zhan)(zhan)比(bi)(bi)從6.8%上升到(dao)12.4%,風(feng)(feng)(feng)光(guang)電(dian)(dian)(dian)(dian)(dian)限電(dian)(dian)(dian)(dian)(dian)率(lv)從1.29%下(xia)(xia)降到(dao)0.42%。相比(bi)(bi)之下(xia)(xia),2019年我(wo)(wo)國(guo)(guo)發電(dian)(dian)(dian)(dian)(dian)量中風(feng)(feng)(feng)光(guang)電(dian)(dian)(dian)(dian)(dian)占(zhan)(zhan)比(bi)(bi)僅為8.4%,但風(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)和(he)光(guang)伏(fu)發電(dian)(dian)(dian)(dian)(dian)限電(dian)(dian)(dian)(dian)(dian)率(lv)仍(reng)高(gao)達3%和(he)2%。因此(ci),相對于我(wo)(wo)國(guo)(guo)可再(zai)生能源(yuan)發展階段而言(yan),這一限電(dian)(dian)(dian)(dian)(dian)率(lv)仍(reng)然偏(pian)高(gao)意(yi)味著(zhu)我(wo)(wo)國(guo)(guo)2019年“浪費(fei)”了145億千瓦時的(de)風(feng)(feng)(feng)光(guang)電(dian)(dian)(dian)(dian)(dian)。


2.后補貼時代風力和光伏發(fa)電“非(fei)技術成(cheng)本”的不利影響(xiang)將日益(yi)凸顯


我國風力和光(guang)(guang)伏(fu)發電(dian)項(xiang)目(mu)建(jian)(jian)設(she)(she)(she)中一(yi)(yi)直存在非技術(shu)因素(su)導(dao)致“成(cheng)本(ben)”過(guo)高的現象,這類成(cheng)本(ben)甚(shen)至占到(dao)項(xiang)目(mu)總建(jian)(jian)設(she)(she)(she)成(cheng)本(ben)的20%—30%。非技術(shu)性成(cheng)本(ben)的來(lai)源主(zhu)要有(you)幾個方面(mian):一(yi)(yi)是國土與(yu)林(lin)業部門在項(xiang)目(mu)建(jian)(jian)設(she)(she)(she)用(yong)地政策(ce)方面(mian)不一(yi)(yi)致導(dao)致項(xiang)目(mu)延(yan)誤甚(shen)至取(qu)消,土地使用(yong)費用(yong)征收不規范;二是風電(dian)與(yu)光(guang)(guang)伏(fu)發電(dian)項(xiang)目(mu)并網工(gong)程建(jian)(jian)設(she)(she)(she)缺乏競爭導(dao)致建(jian)(jian)設(she)(she)(she)成(cheng)本(ben)居高不下;三是風電(dian)與(yu)光(guang)(guang)伏(fu)發電(dian)項(xiang)目(mu)融資信用(yong)體系建(jian)(jian)設(she)(she)(she)滯后導(dao)致融資成(cheng)本(ben)居高不下,融資成(cheng)本(ben)甚(shen)至超過(guo)歐美國家(jia)一(yi)(yi)倍以上(shang)。


已有的可再(zai)生能源項目補貼政策實際上(shang)起(qi)到了“對沖(chong)”上(shang)述(shu)“非技術性(xing)成(cheng)本(ben)”的作用。進入(ru)后補貼時(shi)代,這些非技術性(xing)成(cheng)本(ben)的不(bu)利影響將日(ri)益(yi)凸顯(xian),成(cheng)為(wei)影響可再(zai)生能源,特(te)別是風(feng)電(dian)(dian)和光(guang)伏發(fa)電(dian)(dian)發(fa)展(zhan)的重要因素,甚至會影響風(feng)電(dian)(dian)和光(guang)伏發(fa)電(dian)(dian)進入(ru)“平價上(shang)網(wang)”時(shi)代。


3.政策限制導致(zhi)生物質能現代(dai)利(li)用(yong)嚴重滯(zhi)后


生(sheng)(sheng)(sheng)物質能一直是人類賴以生(sheng)(sheng)(sheng)存的(de)重(zhong)要能源(yuan)之一,是僅次于煤(mei)炭、石油(you)、天然氣之后第四大能源(yuan),在(zai)能源(yuan)系統(tong)中(zhong)(zhong)占(zhan)有重(zhong)要地(di)位。根據清華(hua)大學和中(zhong)(zhong)國工程院的(de)研(yan)究(jiu),我(wo)國生(sheng)(sheng)(sheng)物質能年可利用資源(yuan)量接(jie)近8億—11億噸(dun)標準煤(mei),如果(guo)能充(chong)分利用,將(jiang)直接(jie)替代我(wo)國能源(yuan)消費總量中(zhong)(zhong)17%—24%的(de)化石能源(yuan),將(jiang)極大推(tui)動我(wo)國能源(yuan)低碳轉型,為應對全球氣候(hou)變化做出巨(ju)大貢獻。


生(sheng)(sheng)(sheng)物(wu)質(zhi)能(neng)(neng)的現代(dai)利用(yong)(yong)(yong)(yong)方式(shi)有生(sheng)(sheng)(sheng)物(wu)質(zhi)發(fa)電、生(sheng)(sheng)(sheng)物(wu)質(zhi)沼(zhao)氣、生(sheng)(sheng)(sheng)物(wu)質(zhi)車(che)用(yong)(yong)(yong)(yong)燃料和生(sheng)(sheng)(sheng)物(wu)質(zhi)清潔燃燒供(gong)熱等。歐(ou)盟一直非常重視(shi)生(sheng)(sheng)(sheng)物(wu)質(zhi)能(neng)(neng)現代(dai)利用(yong)(yong)(yong)(yong)。歐(ou)盟終端(duan)(duan)能(neng)(neng)源(yuan)消費(fei)中有17%來(lai)自可再生(sheng)(sheng)(sheng)能(neng)(neng)源(yuan),其中59.2%(1156.9萬噸標準油(you)當量(liang))是生(sheng)(sheng)(sheng)物(wu)質(zhi)能(neng)(neng)貢獻的。這些生(sheng)(sheng)(sheng)物(wu)質(zhi)能(neng)(neng)的終端(duan)(duan)用(yong)(yong)(yong)(yong)途構成分別是:12%用(yong)(yong)(yong)(yong)于交通生(sheng)(sheng)(sheng)物(wu)燃料,13.4%用(yong)(yong)(yong)(yong)于生(sheng)(sheng)(sheng)物(wu)質(zhi)發(fa)電,74.6%用(yong)(yong)(yong)(yong)于供(gong)熱。


在生(sheng)(sheng)(sheng)(sheng)(sheng)物(wu)(wu)(wu)質(zhi)能(neng)現代利(li)用(yong)的各種方式中,生(sheng)(sheng)(sheng)(sheng)(sheng)物(wu)(wu)(wu)質(zhi)發(fa)(fa)(fa)(fa)電(dian)(dian)和(he)生(sheng)(sheng)(sheng)(sheng)(sheng)物(wu)(wu)(wu)乙醇(chun)燃(ran)料很早就得(de)到(dao)(dao)政(zheng)策支持(chi),但發(fa)(fa)(fa)(fa)展規模不算(suan)大(da)。2006年(nian)國家(jia)發(fa)(fa)(fa)(fa)展改革委制定了生(sheng)(sheng)(sheng)(sheng)(sheng)物(wu)(wu)(wu)質(zhi)發(fa)(fa)(fa)(fa)電(dian)(dian)標桿電(dian)(dian)價(jia),到(dao)(dao)2019年(nian)生(sheng)(sheng)(sheng)(sheng)(sheng)物(wu)(wu)(wu)質(zhi)年(nian)發(fa)(fa)(fa)(fa)電(dian)(dian)量(liang)1111億千瓦時,占可再生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源發(fa)(fa)(fa)(fa)電(dian)(dian)量(liang)的5.4%;2001年(nian)我(wo)國開始推廣車用(yong)生(sheng)(sheng)(sheng)(sheng)(sheng)物(wu)(wu)(wu)乙醇(chun)燃(ran)料試點(dian),但到(dao)(dao)目前為止,車用(yong)生(sheng)(sheng)(sheng)(sheng)(sheng)物(wu)(wu)(wu)乙醇(chun)燃(ran)料和(he)生(sheng)(sheng)(sheng)(sheng)(sheng)物(wu)(wu)(wu)柴油的年(nian)產量(liang)僅占成品油消費(fei)量(liang)的0.6%。


歐盟實踐(jian)(jian)所(suo)證明的(de)(de)(de)(de)最適合生(sheng)物(wu)質(zhi)能(neng)(neng)發(fa)(fa)展(zhan)的(de)(de)(de)(de)方向——生(sheng)物(wu)質(zhi)能(neng)(neng)供(gong)暖供(gong)熱(re)——在(zai)我國(guo)(guo)一(yi)直(zhi)受到政策限(xian)制(zhi)。國(guo)(guo)家(jia)環保總(zong)局2001年發(fa)(fa)布(bu)的(de)(de)(de)(de)《關于(yu)劃分高(gao)(gao)污(wu)染燃(ran)料(liao)(liao)的(de)(de)(de)(de)規定(ding)(ding)》將直(zhi)接(jie)燃(ran)用的(de)(de)(de)(de)生(sheng)物(wu)質(zhi)燃(ran)料(liao)(liao)(樹木(mu)、秸稈、鋸末、稻殼、蔗渣(zha)等(deng))歸為高(gao)(gao)污(wu)染燃(ran)料(liao)(liao),限(xian)制(zhi)生(sheng)物(wu)質(zhi)直(zhi)接(jie)燃(ran)燒(shao)利用。實踐(jian)(jian)中(zhong),各地環保部(bu)門(men)對生(sheng)物(wu)質(zhi)供(gong)熱(re)供(gong)暖項目(mu)(mu)(mu)基本持否定(ding)(ding)態度,即使(shi)對政策明確(que)鼓勵的(de)(de)(de)(de)采用生(sheng)物(wu)質(zhi)成型顆粒為燃(ran)料(liao)(liao)的(de)(de)(de)(de)供(gong)熱(re)供(gong)暖項目(mu)(mu)(mu)也一(yi)直(zhi)從嚴控(kong)制(zhi)。2017年,國(guo)(guo)家(jia)環保部(bu)發(fa)(fa)布(bu)《高(gao)(gao)污(wu)染燃(ran)料(liao)(liao)目(mu)(mu)(mu)錄》取代(dai)《關于(yu)劃分高(gao)(gao)污(wu)染燃(ran)料(liao)(liao)的(de)(de)(de)(de)規定(ding)(ding)》。新的(de)(de)(de)(de)《目(mu)(mu)(mu)錄》雖(sui)然明確(que)工業(ye)(ye)廢(fei)棄物(wu)和垃圾(ji)、農林剩(sheng)余物(wu)、餐飲業(ye)(ye)使(shi)用的(de)(de)(de)(de)木(mu)炭(tan)等(deng)輔助性燃(ran)料(liao)(liao)不屬于(yu)管控(kong)范(fan)圍(wei),但在(zai)實踐(jian)(jian)中(zhong)環保部(bu)門(men)對生(sheng)物(wu)質(zhi)供(gong)熱(re)供(gong)暖項目(mu)(mu)(mu)并未全面放開,僅限(xian)于(yu)在(zai)山東陽信、商河等(deng)少數幾(ji)個縣范(fan)圍(wei)內進行示(shi)范(fan)發(fa)(fa)展(zhan),對全國(guo)(guo)生(sheng)物(wu)質(zhi)供(gong)熱(re)供(gong)暖的(de)(de)(de)(de)發(fa)(fa)展(zhan)沒有產(chan)生(sheng)實質(zhi)帶(dai)動作用。


4.我國電力系統靈活(huo)性(xing)不(bu)能滿足現階段能源轉型的需(xu)要(yao)


發電(dian)(dian)部門是可(ke)再生(sheng)能(neng)(neng)源(yuan)發展(zhan)最快的(de)領域。隨著波動(dong)性(xing)風(feng)光(guang)電(dian)(dian)比重的(de)上(shang)(shang)升,傳統(tong)(tong)上(shang)(shang)基于化石能(neng)(neng)源(yuan)發電(dian)(dian)而設計的(de)電(dian)(dian)力系統(tong)(tong)穩定運(yun)行將面臨(lin)沖擊(ji)。從能(neng)(neng)源(yuan)低碳(tan)轉(zhuan)型的(de)要求(qiu)出發,正確的(de)策略應(ying)該(gai)是通過提高現有電(dian)(dian)力系統(tong)(tong)的(de)靈活性(xing)來應(ying)對風(feng)光(guang)電(dian)(dian)的(de)波動(dong)性(xing),而不是限制(zhi)風(feng)光(guang)電(dian)(dian)的(de)發展(zhan)。


根據歐洲的(de)(de)(de)經驗,提(ti)(ti)升現有(you)電(dian)(dian)(dian)力系統(tong)(tong)波(bo)動性(xing)(xing)(xing)的(de)(de)(de)常見方法有(you)五種:一是提(ti)(ti)高除(chu)風電(dian)(dian)(dian)和(he)光伏之外其他(ta)發電(dian)(dian)(dian)廠的(de)(de)(de)靈活度;二是加(jia)強(qiang)相鄰國(guo)家(jia)(區域)電(dian)(dian)(dian)網(wang)的(de)(de)(de)互聯互通,發揮相鄰電(dian)(dian)(dian)網(wang)的(de)(de)(de)間接儲(chu)(chu)能系統(tong)(tong)作(zuo)用;三是通過市場和(he)技術手(shou)段提(ti)(ti)高電(dian)(dian)(dian)力負荷的(de)(de)(de)可(ke)調節性(xing)(xing)(xing);四是發展可(ke)再生能源供熱,增加(jia)儲(chu)(chu)熱裝置增加(jia)電(dian)(dian)(dian)廠靈活度;五是利(li)用多(duo)樣化的(de)(de)(de)儲(chu)(chu)能技術提(ti)(ti)高電(dian)(dian)(dian)力系統(tong)(tong)各環節的(de)(de)(de)靈活性(xing)(xing)(xing)。


目前(qian),我國(guo)(guo)提高(gao)電(dian)力(li)(li)系統靈活性(xing)的(de)(de)主要手(shou)段是(shi)(shi)推動煤電(dian)機組(zu)的(de)(de)靈活性(xing)改造。其余四種途徑,無論是(shi)(shi)技術(shu)上(shang)還(huan)是(shi)(shi)市場制度上(shang)變革有限,導致目前(qian)電(dian)力(li)(li)系統靈活性(xing)不高(gao)。更重要的(de)(de)是(shi)(shi),多年來電(dian)源開(kai)發與(yu)電(dian)網規劃不匹配,片面追(zhui)求(qiu)超(chao)臨界、超(chao)超(chao)臨界等超(chao)大(da)煤電(dian)機組(zu)的(de)(de)做(zuo)法降低了電(dian)力(li)(li)系統的(de)(de)靈活性(xing),最終限制了我國(guo)(guo)電(dian)力(li)(li)系統對波(bo)動性(xing)風光電(dian)的(de)(de)消(xiao)納能力(li)(li)。


“十四五”期間可再生能源發展的關鍵是體制改革與機制重構


從能(neng)源(yuan)服務角度(du),我國可(ke)(ke)再生(sheng)(sheng)(sheng)能(neng)源(yuan)利用大(da)致可(ke)(ke)分為“電(dian)”和“非(fei)電(dian)”兩個領(ling)域。在電(dian)力領(ling)域,可(ke)(ke)再生(sheng)(sheng)(sheng)能(neng)源(yuan)發(fa)展的(de)主(zhu)要障礙是(shi)(shi)電(dian)力體(ti)制(zhi)(zhi)(zhi)改革(ge)進展緩(huan)慢,根源(yuan)是(shi)(shi)可(ke)(ke)再生(sheng)(sheng)(sheng)能(neng)源(yuan)發(fa)電(dian)企業與(yu)電(dian)網的(de)利益沖突;非(fei)電(dian)領(ling)域可(ke)(ke)再生(sheng)(sheng)(sheng)能(neng)源(yuan)發(fa)展的(de)重點是(shi)(shi)生(sheng)(sheng)(sheng)物質供暖,主(zhu)要障礙是(shi)(shi)政策限制(zhi)(zhi)(zhi),根源(yuan)是(shi)(shi)環保部(bu)門對生(sheng)(sheng)(sheng)物質能(neng)源(yuan)發(fa)展的(de)認知偏差(cha)。因此,“十四五”期間,體(ti)制(zhi)(zhi)(zhi)改革(ge)與(yu)機制(zhi)(zhi)(zhi)重構是(shi)(shi)決(jue)定我國可(ke)(ke)再生(sheng)(sheng)(sheng)能(neng)源(yuan)未來發(fa)展規模和速度(du)的(de)關鍵。


1.加(jia)快建設電力(li)現貨市場與輔助(zhu)服務市場,提升(sheng)電力(li)系統靈活性


隨著能源(yuan)低碳轉型的(de)(de)推(tui)進(jin),電(dian)力(li)系統(tong)中波(bo)動(dong)性(xing)(xing)(xing)風(feng)光電(dian)比(bi)重的(de)(de)增(zeng)(zeng)加,靈(ling)(ling)(ling)活性(xing)(xing)(xing)成(cheng)為電(dian)力(li)系統(tong)最稀(xi)缺的(de)(de)“資源(yuan)”。電(dian)力(li)系統(tong)靈(ling)(ling)(ling)活性(xing)(xing)(xing)包括技術上(shang)的(de)(de)靈(ling)(ling)(ling)活性(xing)(xing)(xing)與(yu)(yu)制(zhi)度上(shang)的(de)(de)靈(ling)(ling)(ling)活性(xing)(xing)(xing)。技術上(shang)的(de)(de)靈(ling)(ling)(ling)活性(xing)(xing)(xing)是指(zhi)通過技術手(shou)段來(lai)提高系統(tong)對生產與(yu)(yu)負荷波(bo)動(dong)的(de)(de)反(fan)應能力(li)和反(fan)應速度,制(zhi)度上(shang)的(de)(de)靈(ling)(ling)(ling)活性(xing)(xing)(xing)是指(zhi)電(dian)力(li)市(shi)場(chang)制(zhi)度使電(dian)力(li)市(shi)場(chang)參與(yu)(yu)者(zhe)能夠根據價格變(bian)化來(lai)體現這種(zhong)反(fan)應能力(li)。德(de)國等(deng)歐洲國家在(zai)(zai)風(feng)光電(dian)比(bi)重大幅增(zeng)(zeng)加情況下,沒有出現持續性(xing)(xing)(xing)的(de)(de)風(feng)光電(dian)限電(dian)率,得益于歐洲各國電(dian)網互聯基礎上(shang)的(de)(de)統(tong)一市(shi)場(chang)電(dian)力(li)市(shi)場(chang)建(jian)設(she)。我國可再生能源(yuan)發電(dian)并網中存在(zai)(zai)的(de)(de)大多問題,都與(yu)(yu)電(dian)力(li)市(shi)場(chang)建(jian)設(she)滯后密切相關(guan)。


完善的(de)(de)電(dian)力(li)(li)市(shi)場(chang)(chang)(chang)包括電(dian)力(li)(li)現(xian)(xian)貨市(shi)場(chang)(chang)(chang)與(yu)輔(fu)助服務(wu)(wu)市(shi)場(chang)(chang)(chang),可(ke)以(yi)使電(dian)力(li)(li)市(shi)場(chang)(chang)(chang)參與(yu)者(zhe)(發電(dian)商(shang)、電(dian)網、輔(fu)助服務(wu)(wu)提(ti)(ti)供(gong)商(shang)等)所(suo)提(ti)(ti)供(gong)的(de)(de)“服務(wu)(wu)”的(de)(de)價(jia)(jia)值(zhi)充(chong)分體(ti)現(xian)(xian),電(dian)力(li)(li)系統(tong)穩(wen)定(ding)高效(xiao)運行。隨著越來越多波(bo)動性(xing)風(feng)光電(dian)進(jin)(jin)入電(dian)力(li)(li)市(shi)場(chang)(chang)(chang),傳(chuan)統(tong)市(shi)場(chang)(chang)(chang)參與(yu)者(zhe)所(suo)提(ti)(ti)供(gong)的(de)(de)“服務(wu)(wu)”對(dui)電(dian)力(li)(li)系統(tong)穩(wen)定(ding)高效(xiao)運行的(de)(de)“價(jia)(jia)值(zhi)”需要重(zhong)(zhong)估。同(tong)時,波(bo)動性(xing)風(feng)光電(dian)比重(zhong)(zhong)大幅上(shang)升帶來了對(dui)新(xin)的(de)(de)輔(fu)助服務(wu)(wu)的(de)(de)需求(qiu)。因此(ci),在(zai)充(chong)分考慮(lv)波(bo)動性(xing)電(dian)量比重(zhong)(zhong)較大的(de)(de)情況下(xia),建(jian)立和完善電(dian)力(li)(li)現(xian)(xian)貨市(shi)場(chang)(chang)(chang)是促進(jin)(jin)能(neng)(neng)源(yuan)低碳轉型的(de)(de)系統(tong)成(cheng)本,是實現(xian)(xian)電(dian)力(li)(li)系統(tong)穩(wen)定(ding)高效(xiao)運行的(de)(de)關鍵。因此(ci),必須(xu)進(jin)(jin)一(yi)步加快我(wo)國(guo)電(dian)力(li)(li)現(xian)(xian)貨市(shi)場(chang)(chang)(chang)和輔(fu)助服務(wu)(wu)市(shi)場(chang)(chang)(chang)建(jian)設,才能(neng)(neng)為我(wo)國(guo)可(ke)再生能(neng)(neng)源(yuan)在(zai)“十四(si)五(wu)”和今(jin)后的(de)(de)快速穩(wen)定(ding)發展提(ti)(ti)供(gong)可(ke)靠的(de)(de)制度保(bao)障(zhang)。


2.增量(liang)配電網改(gai)革是電力體制改(gai)革與(yu)能源系統低碳轉型的突破口


增量配(pei)(pei)電(dian)(dian)(dian)業(ye)務(wu)是指目前國家(jia)電(dian)(dian)(dian)網(wang)(wang)和(he)南方(fang)電(dian)(dian)(dian)網(wang)(wang)以(yi)外的(de)(de)(de)(de)配(pei)(pei)電(dian)(dian)(dian)業(ye)務(wu),尤(you)其指企業(ye)經營的(de)(de)(de)(de)配(pei)(pei)電(dian)(dian)(dian)業(ye)務(wu)。我國2016年(nian)啟動了增量配(pei)(pei)網(wang)(wang)改革,將其視為(wei)推動電(dian)(dian)(dian)力體制改革的(de)(de)(de)(de)突破(po)口。一(yi)方(fang)面希望通過(guo)增量配(pei)(pei)網(wang)(wang)改革實現輸配(pei)(pei)電(dian)(dian)(dian)價改革的(de)(de)(de)(de)落地,倒逼電(dian)(dian)(dian)網(wang)(wang)企業(ye)從購銷差價盈利模式(shi)轉向收(shou)取過(guo)網(wang)(wang)費(fei);另(ling)一(yi)方(fang)面希望通過(guo)引入新的(de)(de)(de)(de)配(pei)(pei)電(dian)(dian)(dian)網(wang)(wang)經營主體,加快(kuai)配(pei)(pei)電(dian)(dian)(dian)網(wang)(wang)建設,同時使目前兩大電(dian)(dian)(dian)網(wang)(wang)之外的(de)(de)(de)(de)大量配(pei)(pei)電(dian)(dian)(dian)資產得(de)到(dao)充分有(you)效的(de)(de)(de)(de)利用(yong)。


但增量(liang)配(pei)網(wang)改(gai)革(ge)的(de)(de)(de)(de)意義不(bu)僅限于此,它(ta)也是推動我國能(neng)(neng)(neng)(neng)源(yuan)系(xi)統(tong)轉型(xing)的(de)(de)(de)(de)突(tu)破口。隨著(zhu)能(neng)(neng)(neng)(neng)源(yuan)低碳轉型(xing)的(de)(de)(de)(de)推進,電力(li)系(xi)統(tong)至少將產生(sheng)兩個重大(da)的(de)(de)(de)(de)變化:一是隨著(zhu)大(da)量(liang)分布式光伏、小型(xing)生(sheng)物質(zhi)電站、多(duo)能(neng)(neng)(neng)(neng)互補的(de)(de)(de)(de)微電網(wang)等在用戶側出(chu)現,電力(li)系(xi)統(tong)電能(neng)(neng)(neng)(neng)從生(sheng)產端向(xiang)(xiang)消(xiao)費(fei)端的(de)(de)(de)(de)單(dan)向(xiang)(xiang)流動轉變為雙向(xiang)(xiang)流動(電能(neng)(neng)(neng)(neng)產消(xiao)者(prosumer)的(de)(de)(de)(de)出(chu)現);二(er)是電網(wang)從縱向(xiang)(xiang)控制的(de)(de)(de)(de)集中(zhong)式電網(wang)向(xiang)(xiang)分布式扁平電網(wang)轉變。這促使能(neng)(neng)(neng)(neng)源(yuan)轉型(xing)進程中(zhong)大(da)量(liang)的(de)(de)(de)(de)技術(shu)創新和商業模式創新在配(pei)網(wang)范圍內產生(sheng)。


為適應能源轉(zhuan)型(xing)(xing)帶來的(de)(de)這(zhe)些變化,配電(dian)(dian)網(wang)需(xu)(xu)要(yao)加(jia)快開放(fang)和(he)轉(zhuan)型(xing)(xing)。無論是(shi)大量(liang)(liang)小型(xing)(xing)的(de)(de)分布式(shi)電(dian)(dian)站“集成”的(de)(de)需(xu)(xu)要(yao),還是(shi)大量(liang)(liang)儲能設備、電(dian)(dian)動汽車等(deng)分布式(shi)接入(ru)對配電(dian)(dian)網(wang)優化運行和(he)控制的(de)(de)需(xu)(xu)要(yao),都需(xu)(xu)要(yao)一個開放(fang)的(de)(de)、數(shu)字化、智(zhi)能化水平(ping)高和(he)本地平(ping)衡能力強的(de)(de)本地配電(dian)(dian)網(wang)。


我(wo)國(guo)的(de)輸(shu)電(dian)網(wang)的(de)技術水平世界(jie)領(ling)先(xian),但長期(qi)以來(lai)(lai)(lai)我(wo)國(guo)投資(zi)都是“重(zhong)輸(shu)輕配(pei)”,導(dao)致電(dian)網(wang)結構薄弱,自動化水平低;基礎數據分割嚴重(zhong)無法共享,信(xin)息化水平低,遠不(bu)能(neng)(neng)應(ying)(ying)(ying)對電(dian)力系(xi)統轉型(xing)(xing)的(de)過程(cheng)帶來(lai)(lai)(lai)的(de)挑戰,也不(bu)能(neng)(neng)適(shi)應(ying)(ying)(ying)未(wei)來(lai)(lai)(lai)智慧城(cheng)市和低碳發展的(de)要(yao)求(qiu)。因此,“十四五”期(qi)間(jian)必(bi)須進(jin)一(yi)步加快(kuai)增量配(pei)網(wang)改(gai)革來(lai)(lai)(lai)適(shi)應(ying)(ying)(ying)能(neng)(neng)源(yuan)轉型(xing)(xing)的(de)要(yao)求(qiu)。


3.完善碳(tan)定價機制(zhi),推(tui)動可再生(sheng)能源(yuan)與化石能源(yuan)公平(ping)競爭


談到可再(zai)(zai)生能(neng)(neng)(neng)(neng)源與(yu)化(hua)(hua)(hua)石(shi)(shi)(shi)(shi)能(neng)(neng)(neng)(neng)源的(de)(de)競爭力時(shi)(shi),常見的(de)(de)做法(fa)是計算一(yi)種能(neng)(neng)(neng)(neng)源利用方(fang)式全(quan)生命周期的(de)(de)單位成本(ben),但這種度量方(fang)法(fa)沒有考慮化(hua)(hua)(hua)石(shi)(shi)(shi)(shi)能(neng)(neng)(neng)(neng)源碳(tan)排放(fang)的(de)(de)外部成本(ben)。換句話說,大力發展可再(zai)(zai)生能(neng)(neng)(neng)(neng)源替(ti)代化(hua)(hua)(hua)石(shi)(shi)(shi)(shi)能(neng)(neng)(neng)(neng)源的(de)(de)根本(ben)原因是人類在(zai)利用化(hua)(hua)(hua)石(shi)(shi)(shi)(shi)能(neng)(neng)(neng)(neng)源時(shi)(shi)所排放(fang)的(de)(de)二(er)氧化(hua)(hua)(hua)碳(tan)是導致全(quan)球變暖的(de)(de)主要原因,但我們在(zai)比較可再(zai)(zai)生能(neng)(neng)(neng)(neng)源與(yu)化(hua)(hua)(hua)石(shi)(shi)(shi)(shi)能(neng)(neng)(neng)(neng)源的(de)(de)成本(ben)時(shi)(shi)卻不考慮化(hua)(hua)(hua)石(shi)(shi)(shi)(shi)能(neng)(neng)(neng)(neng)源排放(fang)二(er)氧化(hua)(hua)(hua)碳(tan)的(de)(de)外部成本(ben)。因此(ci),必須(xu)通過(guo)一(yi)種機制給排放(fang)的(de)(de)“碳(tan)”進行定價并且內(nei)部化(hua)(hua)(hua),才能(neng)(neng)(neng)(neng)在(zai)一(yi)個公平(ping)競爭的(de)(de)環境下實現可再(zai)(zai)生能(neng)(neng)(neng)(neng)源對化(hua)(hua)(hua)石(shi)(shi)(shi)(shi)能(neng)(neng)(neng)(neng)源的(de)(de)替(ti)代。


從國(guo)(guo)際實(shi)踐(jian)看,存(cun)在兩種相互補(bu)充的(de)碳(tan)(tan)(tan)定(ding)價(jia)機制:碳(tan)(tan)(tan)排(pai)放交(jiao)(jiao)易(yi)(yi)制度(du)與碳(tan)(tan)(tan)稅(shui)。以歐(ou)盟為例,其碳(tan)(tan)(tan)排(pai)放交(jiao)(jiao)易(yi)(yi)制度(du)(EUETS)主(zhu)要針(zhen)對(dui)電力部門和(he)大工業(ye)(ye)(ye)部門的(de)化(hua)石能源消耗企(qi)業(ye)(ye)(ye),而碳(tan)(tan)(tan)稅(shui)則(ze)針(zhen)對(dui)汽車燃料(liao)、居民部門和(he)小工業(ye)(ye)(ye)部門等非ETS排(pai)放主(zhu)體。不(bu)過,碳(tan)(tan)(tan)排(pai)放交(jiao)(jiao)易(yi)(yi)制度(du)與碳(tan)(tan)(tan)稅(shui)也可以同時(shi)針(zhen)對(dui)同一主(zhu)體。因為碳(tan)(tan)(tan)排(pai)放交(jiao)(jiao)易(yi)(yi)確定(ding)的(de)“碳(tan)(tan)(tan)價(jia)”是波動(dong)的(de),當碳(tan)(tan)(tan)價(jia)長期處(chu)于較低水平時(shi),引(yin)導(dao)企(qi)業(ye)(ye)(ye)主(zhu)動(dong)減(jian)排(pai)的(de)效果(guo)將受到損害(hai)。這(zhe)時(shi)候有的(de)國(guo)(guo)家(jia)會在此基礎上引(yin)入碳(tan)(tan)(tan)稅(shui),將碳(tan)(tan)(tan)價(jia)提高(gao)到社會合理水平,避免因為碳(tan)(tan)(tan)交(jiao)(jiao)易(yi)(yi)價(jia)過低而造成減(jian)排(pai)政策無效。


我國(guo)碳排(pai)放交(jiao)易(yi)制度(du)在八(ba)(ba)個(ge)省市經(jing)過五(wu)年(nian)試(shi)(shi)點運(yun)行,目前正(zheng)處(chu)于全國(guo)性碳排(pai)放權交(jiao)易(yi)市場運(yun)營(ying)前的(de)(de)準備階段,并將于2020年(nian)底進入試(shi)(shi)運(yun)行階段。從試(shi)(shi)點運(yun)行情況看,八(ba)(ba)個(ge)省市碳排(pai)放市場都不同程度(du)存在碳價過低、對(dui)企業碳減(jian)排(pai)激勵有限(xian)的(de)(de)問題(ti)。因此,“十四五(wu)”期間需要加快完善(shan)我國(guo)碳定(ding)價機制,為可再生能源發展和公平(ping)競爭創(chuang)造良(liang)好(hao)制度(du)環境(jing)。


4.消除生物(wu)質(zhi)(zhi)供熱(re)供暖(nuan)的(de)發展障礙,釋放我國生物(wu)質(zhi)(zhi)能(neng)利(li)用潛(qian)力


生(sheng)(sheng)(sheng)物質(zhi)(zhi)能(neng)(neng)在歐(ou)盟(meng)可(ke)再生(sheng)(sheng)(sheng)能(neng)(neng)源利(li)用(yong)將近(jin)60%的(de)(de)份額,并(bing)且(qie)75%左右的(de)(de)生(sheng)(sheng)(sheng)物質(zhi)(zhi)能(neng)(neng)用(yong)于供(gong)熱供(gong)暖。這(zhe)是(shi)因為(wei)生(sheng)(sheng)(sheng)物質(zhi)(zhi)能(neng)(neng)分布(bu)廣泛、利(li)用(yong)規(gui)模靈(ling)活(huo),直接燃(ran)(ran)燒(shao)供(gong)熱供(gong)暖是(shi)最(zui)能(neng)(neng)發(fa)揮其優勢(shi)的(de)(de)利(li)用(yong)領域。然而,我(wo)國生(sheng)(sheng)(sheng)物質(zhi)(zhi)能(neng)(neng)供(gong)熱供(gong)暖受到(dao)各種限制,發(fa)展規(gui)模一直較小。因此(ci),“十四五”期間(jian)必須消除我(wo)國生(sheng)(sheng)(sheng)物質(zhi)(zhi)供(gong)熱供(gong)暖的(de)(de)發(fa)展障礙(ai),加快釋放我(wo)國生(sheng)(sheng)(sheng)物質(zhi)(zhi)能(neng)(neng)發(fa)展潛力(li)。畢竟,生(sheng)(sheng)(sheng)物質(zhi)(zhi)能(neng)(neng)燃(ran)(ran)燒(shao)不排放二氧化(hua)碳(碳中性)和硫化(hua)物,相(xiang)比化(hua)石能(neng)(neng)源(包(bao)括(kuo)天然氣)對氣候變化(hua)更為(wei)友好。


具體(ti)地說,可以(yi)從如下兩個方面(mian)推(tui)進(jin):


一是環保(bao)部(bu)門應消除對生(sheng)物質能供熱供暖(nuan)的(de)(de)觀念誤區。雖然國家環保(bao)部(bu)2017年發(fa)布的(de)(de)《高污(wu)染(ran)燃(ran)(ran)料目錄》把(ba)農林廢棄(qi)物排除在監管(guan)范圍之外,但由于環保(bao)部(bu)門長期(qi)以來(lai)認為(wei)“生(sheng)物質直接燃(ran)(ran)燒(shao)污(wu)染(ran)大(da)”,在實(shi)際工(gong)作中對生(sheng)物質供暖(nuan)供熱項目“一刀切”甚至禁止。而解決(jue)(jue)這一問題(ti)的(de)(de)最(zui)好辦法按照實(shi)際排放值來(lai)決(jue)(jue)定生(sheng)物質能供熱供暖(nuan)項目(技術(shu))的(de)(de)準入。同時,制定符合實(shi)際的(de)(de)生(sheng)物質能鍋爐燃(ran)(ran)燒(shao)大(da)氣(qi)污(wu)染(ran)物排放指標(biao)作為(wei)監管(guan)依據。


二(er)是(shi)改(gai)變(bian)生物(wu)質能(neng)供熱供暖的(de)(de)補(bu)(bu)(bu)貼方式,促(cu)進(jin)先(xian)進(jin)技(ji)術(shu)脫穎而(er)出(chu)。目(mu)(mu)(mu)前市場(chang)上已經出(chu)現部分(fen)燃燒(shao)效(xiao)率高(gao)、排(pai)(pai)放(fang)效(xiao)果好(hao)的(de)(de)生物(wu)質鍋(guo)(guo)爐,但由于(yu)生物(wu)質能(neng)供熱供暖行(xing)(xing)業沒有形成一個全國(guo)性的(de)(de)競爭市場(chang),而(er)且部分(fen)示范地區(qu)以政府招(zhao)標(biao)(biao)(biao)(biao)方式確定生物(wu)質鍋(guo)(guo)爐或爐具(ju)廠家(jia)的(de)(de)做法傾向(xiang)于(yu)低價(jia)(也(ye)是(shi)低技(ji)術(shu))中標(biao)(biao)(biao)(biao),好(hao)的(de)(de)技(ji)術(shu)反而(er)被排(pai)(pai)擠出(chu)局。建(jian)議改(gai)變(bian)目(mu)(mu)(mu)前中標(biao)(biao)(biao)(biao)即獲(huo)得政府補(bu)(bu)(bu)貼的(de)(de)做法,生物(wu)質鍋(guo)(guo)爐排(pai)(pai)放(fang)指(zhi)標(biao)(biao)(biao)(biao)優(you)秀(xiu)的(de)(de)企業才能(neng)獲(huo)得補(bu)(bu)(bu)貼。具(ju)體地說,投標(biao)(biao)(biao)(biao)企業除了對建(jian)設(she)成本(ben)報價(jia),還(huan)需要承諾(nuo)投產(chan)后實際運行(xing)(xing)的(de)(de)具(ju)體排(pai)(pai)放(fang)指(zhi)標(biao)(biao)(biao)(biao)。項目(mu)(mu)(mu)投產(chan)運行(xing)(xing)監測(ce)排(pai)(pai)放(fang)指(zhi)標(biao)(biao)(biao)(biao)符合國(guo)家(jia)排(pai)(pai)放(fang)標(biao)(biao)(biao)(biao)準的(de)(de),不給予補(bu)(bu)(bu)貼;排(pai)(pai)放(fang)指(zhi)標(biao)(biao)(biao)(biao)優(you)于(yu)國(guo)家(jia)標(biao)(biao)(biao)(biao)準50%的(de)(de)獲(huo)得50%的(de)(de)補(bu)(bu)(bu)貼,優(you)于(yu)100%的(de)(de)獲(huo)得100%的(de)(de)補(bu)(bu)(bu)貼。


注:作者朱彤,供職于中國社會科學院工業經濟研究所,本文刊于《中國發展觀察》雜志2020年第22期。

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