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    未来中国天然气利用方向及完善市场化改革问题研究

    摘要

    2014年,中国开始进行天然气市场化改革,“十三五”期间,中国政府发布多项政策推动天然气利用发展和市场化改革,并于2019年挂牌成立国家管网公司,取得了显著成效,为市场改革的成功做好了准备。2021年,中国政府提出推进能源革命,建设清洁低碳、安全高效的能源体系,为“十四五”时期能源发展的方向明确了基调,并制定了2030年前碳排放达峰的行动方案,进一步利好天然气利用。“十四五”时期是我国天然气发展的关键时期,也是天然气市场化改革的实践落地时期,“十四五”末期将实现“气气竞争”的市场格局,中国天然气的价格将从政府定价向市场定价转变,实现天然气市场化的目标,推动天然气利用发展。但是,市场化改革尚有诸多问题有待解决,面对高气价的国际环境和复杂多变的地缘政治,统筹规划天然气利用和改革、推动建设天然气期货品种、发布公平开放的监管和落地政策等措施,有利于市场化改革的成功。

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    Abstract

    In 2014,China began to start the market-oriented reform of natural gas. During the 13th Five Year Plan period,the Chinese government issued a number of policies to promote the development and market-oriented reform of natural gas utilization,which achieved remarkable results,and listed and established PipeChina in 2019,preparing for the success of market reform. In 2021,the Chinese government decided to promote the energy revolution,build a clean,low-carbon,safe and efficient energy system,clarify the fundamental key for the energy development direction of the “14th Five Year Plan”,and formulate an action plan for peaking carbon emissions by 2030 to further promote the utilization of natural gas. The “14th Five Year Plan” is a key period for the development of natural gas in China,and it is also a practical period for the market-oriented reform of natural gas. At the end of the “14th Five Year Plan”,the market pattern of “competition between gas and gas” will be realized. China’s natural gas pricing mechanism will also change from government pricing to market pricing,so as to realize the goal of natural gas marketization and promote the utilization and development of natural gas. However,there are still many problems to be solved in the market-oriented reform. Facing the international environment of high gas prices and complex and changeable geopolitics,it is conducive to the success of market-oriented reform,which includes overall planning for natural gas utilization and reform,promoting the listing of natural gas futures,and issuing practical policies for fair and open supervision.

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    作者简介
    黄庆:黄庆,上海清燃商务咨询有限公司董事长兼首席信息官,具有15年以上燃气市场信息、数据和咨询经验。
    丁大鹏:丁大鹏,中国石油化工股份有限公司天然气分公司销售管理部高级主管兼中石化(北京)清洁能源有限公司副总经理。
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