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清潔供暖大勢所趨

事件:

近日,10部委共同發布《北方地區冬季清潔取暖規劃(2017-2021)》及《北方重點地區冬季清潔供暖“煤改氣”氣源保障總體方案》,對北方地熱供暖、生物質供暖、太陽能供暖、天然氣供暖、電供暖、工業餘熱供暖、清潔燃煤集中供暖、北方重點地區冬季清潔供暖“煤改氣”氣源保障總體方案做出了具體安排放。規劃提出,堅持清潔替代,減少大氣汙染物。到2021年北方地區清潔取暖率達到70%;力爭5年時間左右,基本實現霧霾嚴重化城市地區的散煤供暖清潔化。規劃強調,加強取暖領域排放監管。繼續推進燃煤熱電機組超低排放改造。到2020年,全國所有具備改造條件的燃煤熱電機組實現超低排放改造。對於現役燃煤熱電聯產機組,東部地區2017年前總體完成超低排放,中部地區力爭2018年前基本完成超低排放,西部地區2020年前完成。

評論:

政策積極鼓勵推進清潔供暖和煤改氣,清潔工供暖率將從2016年的34%提升至2021年的70%,同時清潔供暖周期拉長到5年,雖然短期受到”氣荒”影響,但是清潔供暖和煤改氣大的趨勢不會改變。根據國家能源局的規劃,到2020年,天然氣消費將占到能源總消費的10%,到2030年爭取提高到15%,成為主體能源之一。在天然氣供給缺口和需求不斷增長的背景下,天然氣價格在不斷飆升。目前煤改氣仍處於發展初期,建議關註煤改氣相關受益標的,如中國燃氣(384.HK),貴州燃氣(600903.SH)等。建議關註生物質供暖、清潔供暖標的,如中國光大綠色環保(1257.HK),聯美控股(600167.SH)等。

撰稿: 王彥囡研究分析員
電話:
86 21 51699400-107

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wangyannan@phillip.com.cn
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