2002年以来,固定资产投资的增加、房地产业的发展以及高耗能行业的失控,导致了电力短缺, 进而导致煤炭短缺。煤荒和电荒成为各级政府和企业心慌的事情。然而,征2005年底国家发改委公布的产能过剩行业中,一向紧缺的煤炭、电力赫然出现在潜在过剩的行列中,具体表现为:在供给增速加快的同时,需求增速却在下降。 Since 2002, the increase in investment in fixed assets, the development of the real estate industry and the loss of control in the high-energy-consuming industries have led to the shortage of electricity and the consequent shortage of coal. Coal shortage and power shortage has become a matter of panic at all levels of government and enterprises. However, in the overcapacity industry announced by NDRC at the end of 2005, coal and electricity, which have always been scarce, appeared in the ranks of potential surpluses. The specific performance is as follows: While the supply growth accelerates, the demand growth is declining.