國家能源局擬核查山西等省煤礦生產 部分煤企涉超產擾亂市場
內地煤炭領域或迎來新一輪的反內捲及去產能。近日網傳一則由國家能源局綜合司發布的促進煤炭供應平穩有序的通知,官媒《央廣網》從國家能源局確認該通知屬實。
該通知指,今年以來全國煤炭供需形勢總體寬鬆,價格持續下行,部分煤礦企業「以量補價」,超越公告產能組織生產,嚴重擾亂煤炭市場秩序。為規範煤礦企業生產行為,促進煤炭供應平穩有序,國家能源局擬於近期在重點產煤省(區),組織開展煤礦生產情況核查工作。
此次核查範圍為山西、內蒙古、安徽、河南、貴州、陝西、寧夏及新疆等八省(區)的生產煤礦,已進入聯合試運轉的煤礦參照生產煤礦進行核查。核查內容包括:煤礦2024年全年原煤產量是否超過公告產能,2025年上半年單月原煤產量是否超過公告產能的10%;企業集團公司在安排2025年計劃時,是否向所屬煤礦下達超過公告產能的生產計劃及相關經濟指標;以及煤礦在安排2025年季度及月度生產計劃時,是否存在不均衡及不合理的情況。
報道引述中國社科院工業經濟研究所能源經濟研究室主任朱彤指出,此舉或是整治「內捲式」競爭在煤炭領域的體現,對行業加大低價無序競爭的治理力度。他並強調,不是說價格低就是產能過剩,應當允許市場正常的價格波動。不能把短期的供需波動當成產能過剩,應當作持續觀察。
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