This year's macroeconomic instability at home and abroad. From the external environment, the European debt crisis and rising crude oil prices have slowed the pace of global economic growth. Judging from the internal environment, the government adopted a tightening monetary policy in order to control the real estate bubble and restrain the economy from overheating. The drastic changes in the internal environment and the external environment have caused the long-standing contradiction in the energy sector to fully erupt. The "electricity shortage", "coal shortage" and "oil shortage" have become the main theme of this year's energy market.
The severe energy supply and demand situation has forced the government to come up with effective methods to deal with it. According to Wan Xuezhi, a researcher in the energy industry of China Investment Advisors, there are several options for the government to choose from: First, the price means to increase the on-grid tariff or refined oil price, and to mitigate the excessive consumption of energy through price increases. Power company's loss situation. The second is administrative measures to ease the plight of the thermal power industry by promoting the integration of coal and electricity or coal and electricity, so as to free up space for development of thermal power companies. The third is subsidy means that it provides certain financial subsidies for thermal power companies and oil and gas companies.
In Wan Xuezhi's view, these measures are all behaviors that are done by the end of the term. Despite the use of such a headache-punching approach, short-term effects can be achieved in the short term, but if such short-term measures are used excessively, the use of fundamental measures will also be used. Relatively less and less. After a period of time, the ability to use fundamental solutions will continue to shrink, and the dependence on symptomatic solutions will increase. For energy shortages, fundamentally speaking, it is due to extensive economic growth that leads to unlimited energy demand, which has exceeded our country’s actual energy supply capacity. And for the energy industry, all sorts of institutional delays have not been able to achieve major breakthroughs. The contradiction between this unreasonable system and energy supply and demand, and the contradiction between backward production relations and advanced productivity are exactly the same. In the long run, backward production relations will certainly restrict the development of productivity.
Therefore, Zhang Yanlin, research director of China Investment Consulting Group, believes that the government must focus on fundamental measures instead of short-term expedient measures. Changing the mode of economic growth and realizing the transition from extensive economic growth to intensive and positive development is crucial. Suppressing the GDP impulse of local governments and locking in the long-term economic development goals are the fundamental ways to promote the continuous improvement of China's energy use efficiency and the continuous mitigation of the contradiction between energy supply and demand. Under this premise, the government must actively and steadily promote the reform of the energy system and break down various institutional factors that hinder the healthy development of the energy industry. This is crucial for creating an open, fair, and transparent energy market environment.
The “China Energy Industry Investment Analysis and Prospect Forecast Report 2011-2015” released by the China Investment Advisor shows that if the situation is more urgent, it will take a certain amount of time for the fundamental solution to work, and you can use the symptomatic solution for a short time. However, this cannot be an excuse for the government to delay reforms. Keeping a close eye on the long-term goals and unswervingly promoting economic restructuring and reform of the energy system are the keys to the leap-forward development of the energy industry.

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