Discussion on Whether Coal Electricity Production Is Overcapacity in China
From the viewpoint of the significant change on the contradiction of power supply and demand in China's “new normal”,the characteristics of development on both the power supply and demand sides in recent years are analyzed.The analysis on whether the coal power production is overcapacity is conducted,from the aspects of the“quantity” and “quality”;the values of different bodies;the market mechanism and the comparison between different countries.It concludes that the power load structural adjustment,the insufficient total power demands,the large power structure changes,the increase of peak regulation duties on coal-fired units,the continuous coal price drops,as well as the good economic efficiencies of coal power are all reasons of coal power surplus.Based on the analysis,some production capacity limitation measures are proposed,such as the new power production capacity should be limited from both the demand and supply sides;the coal power functional transformation should be promoted;the potential of existing coal power generation units should be fully taken advantage of;the peak regulation capability of coal-fired power generation units should be enhanced;the excessive substitution of large units for small ones should be avoided;the demand side should wait for the recovery of power demand;the demand for electricity should be enlarged actively and the carbon market should be established to suppress the coal electricity production capability.In addition,with the optimization of energy system,10% of coal power equipment utilization rates can be further taken advantage of potentially.The energy production capability of 300 million tons of raw coal is available during the 13th Five-Year Plan Period.