虽然发酵近一年,但煤市萧条所引致的市场疲软,延至近期才真正显示出危机所带来的行业恐慌。不独是“寒冬论”情绪蔓延,种种互相抵牾的救市献策,也让业者良莠莫辨。其间最引人注目者,则是国家能源局近期限制低热值褐煤进口的征求意见稿出台。消息一出,天下大哗。作为几近天然的市场对立方,煤企和电企成为意见稿拉锯的双方,旷日持久的煤电矛盾,也步入一个新的博弈阶段。 Although the fermentation nearly a year, but the market slump caused by the coal market slump, until recently the real crisis caused by the industry panic. Not only is the “winter theory” emotional contagion, all sorts of contradictory bailout advice, but also allow the industry good and very bad. Among the most striking among them, it is the National Energy Board recently restricted the import of low calorific value of lignite introduction draft. When the news came out, there was a big splash in the world. As nearly natural market against the cube, coal enterprises and electricity prices become both sides of the draft see-saw, protracted conflicts between coal and electricity, also entered a new stage of the game.