我国能源行业高质量发展面临的挑战与对策

    Challenges and suggestions for the high-quality development of China’s energy industry

    • 摘要: 我国能源行业以能源安全新战略为指导,安全保障能力不断提高,能源供给总体安全可控,能源行业高质量发展进入加快构建新型能源体系的新阶段。能源行业高质量发展是脱离以高速增长、高能耗、高碳含量为特征的初级发展阶段,进入平稳发展或缓慢降低、低能耗、低碳含量为标志的高级发展阶段,以技术创新和关键装备升级替代为驱动,更加注重提高效率和结构调整。进入新阶段,面对新形势,能源行业高质量发展必须正确处理好能源供需安全、绿色低碳转型、经济社会发展三者关系。我国能源供应呈现“化石能源低碳化,清洁能源电力化”的特征,能源消费呈现“化石能源波动下降、清洁能源快速增长”的发展趋势,整体上我国能源供给保障能力不断增强。面对我国能源消费总量大、结构不够合理的现状,指出化石能源清洁高效利用、清洁能源规模有序替代、构建多能互补能源体系、实现终端用能“电气”化等四大高质量发展路径。我国能源高质量发展面临化石能源兜底能力不强、清洁能源供应稳定性不足、化石能源与清洁能源融合发展不够、地缘政治及气候政策冲击四个方面挑战。建议一是加大化石能源勘探开发力度,持续支持化石能源绿色低碳转型;二是大力发展清洁能源,推动经济社会全面绿色转型;三是构建多元互补能源供应体系,建立全国统一能源市场;四是推进绿色低碳循环经济体系建设,积极开展国际对话与合作。

       

      Abstract: Guided by the new strategy of energy security, China’s energy industry has continuously improved its security capability, and the overall energy supply is safe and controllable. The high-quality development of the energy industry has entered a new stage of accelerating the construction of a new energy system. The high-quality development of the energy industry is to break away from the primary development stage characterized by high-speed growth, high energy consumption and high carbon content, and enter the advanced development stage marked by steady development or slow reduction, low energy consumption and low carbon content. Driven by technological innovation and the upgrading and replacement of key equipment, it pays more attention to improving efficiency and structural adjustment. Entering a new stage and facing the new situation, the high-quality development of the energy industry must correctly handle the relationship between energy supply and demand security, green low-carbon transition‌ and economic and social development. China’s energy supply shows the characteristics of “low-carbon fossil energy and electrification of clean energy”. Energy consumption shows the development trend of “declining fluctuations in fossil energy and rapid growth in clean energy”. On the whole, China’s energy supply guarantee ability is continuously enhanced. Facing the current situation that China’s total energy consumption is large and the structure is not reasonable, four high-quality development paths are pointed out, including clean and efficient utilization of fossil energy, orderly replacement of clean energy scale, construction of multi energy complementary energy system, and realization of terminal energy “electrification”. The high-quality development of energy in China is facing four challenges: the weak ability to cover the bottom of fossil energy, the insufficient stability of clean energy supply, the insufficient integration of fossil energy and clean energy, and the impact of geopolitics and climate policy. The first suggestion is to strengthen the exploration and development of fossil energy and continue to support the green and low-carbon transformation of fossil energy. Secondly, vigorously develop clean energy and promote the comprehensive green transition of economy and society. Thirdly, build a diversified and complementary energy supply system and establish a unified national energy market. Fourthly, promote the construction of a green low-carbon circular economy system and actively carry out international dialogue and cooperation.

       

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