调价治标不治本，我们_老虎社区_美港股上老虎

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n回顾历史上5次大规模限电，告诉你这次影响有多大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 21:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw><strong> 界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f8279245f93c233d8e06dbd426eb441","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122643732","content_text":"近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，受疫情影响，2020年煤炭产能一直处于低位震荡，而真正的拐点出现在2021年初。目前，煤炭产能已经处于下行趋势中，煤炭供给将持续承压。今年煤炭进口量也在下降。据海关总署数据，2021年1月至5月，煤炭进口量同比“五连降”。截至8月，今年中国累计进口煤炭1.98亿吨，比去年同期下降10.3%。煤炭越来越不够用，价格自然也跟着上涨。据商务部数据，2021年以来，国内煤炭价格总体呈上涨趋势。1月至8月，煤炭价格同比持续上涨。4月以来，煤炭价格环比连续5个月上涨。最新数据（9月13日-19日）显示，动力煤价格为780元/吨，较年初上涨约27%。二号无烟块煤价格为1089元/吨，较年初上涨约15%。电价跟着涨了吗？2020年起，国内取消煤电价格联动机制，将现行标杆上网电价机制，改为“基准价+上下浮动”的市场化机制。据国家发改委文件要求，2020年暂不上浮，确保工商业平均电价只降不升。据国泰君安证券分析，从历史电价数据来看，2015年以后电力PPI增速基本维持为负值，近5年电价“只降不升”。未来要想还原电力的商品属性，电价上浮的关口亟需打开。电还是不够用\n电力需求涨得越来越快。界面数据将2016年至2021年前8个月的发电量、用电量数据进行对比发现，6年来，全社会用电量历年1月至8月的累计增速均高于全国发电量累计增速，今年两者差距达6年来最大值，为2.5%。据全球能源互联网发展合作组织发布的《中国2030年能源电力发展规划研究及2060年展望》，未来五年我国电力供需缺口将持续存在。其中，2024年可能是最“缺电”的时候。9省上半年能耗不降反升，能耗双控压力大\n据国家发改委，今年上半年，全国9个省（区）能耗强度同比不降反升。10个省上半年能耗强度降低率未达到进度要求，达二级预警。国家发改委在通知中强调，将采取有力措施，确保完成全年能耗双控目标特别是能耗强度降低目标任务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":772,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":113,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7811145,"gmtCreate":1672576537125,"gmtModify":1672576550935,"authorId":3479274714184258,"author":{"id":3479274714184258,"authorId":3479274714184258,"name":"阿寻","avatar":"https://static.laohu8.com/picture44","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":866246637,"type":1,"supId":0,"prevId":0,"content":"你看到了事情的本质","text":"你看到了事情的本质","html":"你看到了事情的本质","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7811144,"gmtCreate":1672576524083,"gmtModify":1672576537903,"authorId":9000000000000221,"author":{"id":9000000000000221,"authorId":9000000000000221,"name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/d63237e21ae39bc54951c8ab6ec41ee9","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":866246637,"type":1,"supId":0,"prevId":0,"content":"国内的电不是够用吗？","text":"国内的电不是够用吗？","html":"国内的电不是够用吗？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7811143,"gmtCreate":1672576498324,"gmtModify":1672576512194,"authorId":9000000000000224,"author":{"id":9000000000000224,"authorId":9000000000000224,"name":"家有猛犬","avatar":"https://static.tigerbbs.com/7245126214eaddb24b9d989ed5703968","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":866246637,"type":1,"supId":0,"prevId":0,"content":"调电价只能限制穷人，你懂的","text":"调电价只能限制穷人，你懂的","html":"调电价只能限制穷人，你懂的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

回顾历史上5次大规模限电，告诉你这次影响有多大

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