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煤炭市场不景气,煤电双方角色正出现对换,煤炭企业销售困难。这一背景之下,自5月份开始,河南、安徽、山西、山东、湖南等多个省份相继推行“煤电互保”政策,要求本地电厂使用本地煤炭,支持本地煤企。有观点认为,这种现象最终会导致各地市场割据,阻碍流通,最终影响全国电煤市场化进程。
Coal market downturn, both the role of coal and electricity is changing, the sales of coal enterprises is difficult. Under this background, since May, Henan, Anhui, Shanxi, Shandong and Hunan provinces have successively implemented the “Mutual Insurance for Coal and Power” policy, requiring local power plants to use local coal to support local coal enterprises. Some people think that this kind of phenomenon will eventually lead to market secession in all localities and will hinder circulation, which will eventually affect the process of marketization of coal in the entire country.