基于组合模型的能源需求预测

能源是人类生存和发展的重要物质基础,也是当今国际政治、经济、军事、外交关注的焦点。能源需求预测是合理制定能源规划的基础。能源需求预测的模型很多,总的来说,可以分为单一模型预测和组合模型预测。本文在分析几种常用单一模型的优缺点和适用范围的基础上,建立BP神经网络与灰色GM的优化组合模型,对江苏省未来十五年煤炭和石油的需求量进行预测。结果表明:①随着经济的发展,未来江苏省对煤炭和石油的需求量逐渐增加,其中煤炭从2008年的19 601.39万t标准煤增加到2020年的25 615.26万t标准煤,年均增长率为1.81%;石油从2008年的2 628.64万t标准煤增加到2020年的3 532.60万t标准煤,年均增长率为1.36%;②基于BP网络与GM(1,1)的组合模型克服了单一模型的缺点,实现了优化组合模型"过去一段时间内组合预测误差最小"的原则,且预测结果误差较小,不仅适用于能源的中长期预测,还可以推广到其他领域。     

Forecasting China’s primary energy demand based on an improved AI model

An improved energy demand forecasting model is built based on the autoregressive distributed lag (ARDL) bounds testing approach and an adaptive genetic algorithm (AGA) to obtain credible energy demand forecasting results. The ARDL bounds analysis is first employed to select the appropriate input variables of the energy demand model. After the existence of a cointegration relationship in the model is confirmed, the AGA is then employed to optimize the coefficients of both linear and quadratic forms with gross domestic product, economic structure, urbanization, and technological progress as the input variables. On the basis of historical annual data from 1985 to 2015, the simulation results indicate that the proposed model has greater accuracy and reliability than conventional optimization methods. The predicted results of the proposed model also demonstrate that China will demand approximately 4.9, 5.6, and 6.1 billion standard tons of coal equivalent in 2020, 2025, and 2030, respectively.     

我国能源节约战略研究

节约能源，保护环境，是全面建设小康社会、实现可持续发展的必不可少的前提条件。中国万美元GDP能耗水平是发达国家的3至11倍。节能潜力很大。其中工业部门是我国的能源消费大户。其能源消费占全国能源消费总量的比重一直保持在70％左右，其节能潜力也居第一位。2020年中国实现全面建设小康社会的目标．人均GDP是3000美元，按届时人口15亿计算，全国GDP为49500亿美元，所需要的能源总量是33亿t标准煤，万美元GDP的能耗是6．67吨标煤；人均能耗是2．13吨标煤。只要政策选择适当。我国完全可以以当初发达国家一半的能源供应实现其相应的人均经济发展目标。为此，我们需要继续建立和完善适应市场经济要求的推动能源节约与资源综合利用的新机制；加快制定与《节约能源法》配套法规，引导和规范用能行为；加快建立以企业为主体的技术创新体系。     

NEWS

Abstract

Co-integration theory has been employed in this paper and Granger causes are found between urbanization rate and GDP, between capital stock and GDP. Scenario analysis of GDP is performed using the GDP model established in the paper. The energy consumptions in Germany, Japan and other developed countries are analyzed and compared with the energy consumption in China. Environmental friendly scenario of energy demand and CO₂ emissions for sustainable China has been formed based on the results of comparison. Under environmental friendly scenario, the primary energy consumption will be 4.31 billion ton coal equivalence (tce) and CO₂ emissions will be 1.854 billion t-c in 2050; energy per capital will be 3.06 tce that is 1.8 times of energy consumed in 2005 in China and 51% of consumed energy per capital in Japan in 2003. In 2050, the energy requirement of unit GDP will be 20% lower than that of Germany in 2003, but will be still 37% higher than that in Japan in 2003. It is certain that to fulfill the environmental friendly Scenario of energy demand and CO₂ emissions is a difficult task and it needs long term efforts of the whole society, not only in production sectors but also in service and household sectors.     

Policy Options for Sustainable Development in Urban Transport: Analysis of Energy Consumption and Environmental Benefit Influenced by Different Transport Policies in Beijing

Transportation is a sector with high energy consumption as well as high emissions. Generally speaking, economic growth will inevitably lead to the increase of travel demand and vehicle population, which in turn results into the augmentation of environmental and social costs. For metropolis like Beijing under rapid development, there exist various possibilities and options for transport development policy instruments. But there is no guarantee that they will be suitable for Beijing, although they are effective in their local places. This article assesses what kind of policy can most effectively improve the traffic conditions in Beijing in the future. After literature reviews on the practices of foreign policy and we established several feasible scenarios. Then, we used the Long Range Energy Alternatives Planning System (LREAP) analyzed their corresponding results of reduced energy consumption and emissions. Finally, by simulating and computing the realistic Beijing transportation scenarios, this paper scientifically assesses what kind of policy can most effectively improve the traffic condition in Beijing in the coming decade.     

Scenario Formation of Energy Demand and CO_2 Emissions for Sustainable China

Co-integration theory has been employed in this paper and Granger causes are found between urbanization rate and GDP, between capital stock and GDP. Scenario analysis of GDP is performed using the GDP model established in the paper. The energy consumptions in Germany, Japan and other developed countries are analyzed and compared with the energy consumption in China. Environmental friendly scenario of energy demand and CO2 emissions for sustainable China has been formed based on the results of comparison. Under environmental friendly scenario, the primary energy consumption will be 4.31 billion ton coal equivalence （tee） and CO2 emissions will be 1.854 billion t-c in 2050; energy per capital will be 3.06 tee that is 1.8 times of energy consumed in 2005 in China and 51% of consumed energy per capital in Japan in 2003. In 2050, the energy requirement of unit GDP will be 20% lower than that of Germany in 2003, but will be still 37% higher than that in Japan in 2003. It is certain that to fulfill the environmental friendly Scenario of energy demand and CO2 emissions is a difficult task and it needs long term efforts of the whole society, not only in production sectors but also in service and household sectors,     

News

Western China has lagged a lot in terms of industrial structure and economic development, compared with the national average. And China announced its target of CO₂ emission reduction, i.e. by 2020, CO₂ emission per GDP will drop by 40–45% compared with 2005. The target will be incorporated into China’s long-term industrial planning. Against this background, this paper will make a comprehensive examination of the industrial development of Western China, aiming to discover a green and compatible way. First, we analyze the spatiotemporal evolution of regional industrial structure for the period 2000–2010. Second, we try to discover the industrial structure optimization path for Western China by employing the Vector Auto Regression model. Lastly, we try to provide some advice and suggestions for further industrial development in Western China. Our examination shows that further industrial development in Western China should pay full attention to resource conservation and recycling, and develop on a green and compatible path.     

中国可再生能源政策演化、效果评估与未来展望

发展可再生能源已成为中国能源转型及减缓气候变化的关键途径。2006年《可再生能源法》实施至今,中国可再生发展取得举世瞩目成绩。然而可再生能源在中国整个能源结构中的占比仍然偏低,其未来可持续发展仍面临挑战,如可再生能源发展资金缺口持续扩大,可再生能源电力消纳仍然面临一定障碍。在未来新的发展背景下,有必要对中国可再生能源政策进行系统的评估和总结,进一步探讨未来可再生能源政策的优化方案。本文首先对中国2005—2019年可再生能源政策的发展历程及演化路径进行总结梳理,基于不同时期的发展特点及面临的主要矛盾将中国可再生能源政策历程划分为四个阶段;然后在综述相关研究基础上,对中国可再生能源政策的实施效果进行评估,包括政策有效性、政策成本、技术进步等。结果表明,中国过去十年的可再生能源政策对促进可再生能源快速发展是积极有效的,而促进可再生能源发展的政策成本仍然有进一步下降的空间;另外,虽然中国可再生能源发电成本下降显著,然而基于历史经验的技术进步率仍然不足以支撑实现中国2020年平价上网的目标,未来需要进一步推动可再生能源技术的进步和发电成本的下降。结合当前及未来中国可再生能源发展所处阶段的特点及面临挑战,我们提出进一步完善中国可再生能源政策以促进可再生能源持续稳定发展的政策建议,一是完善可再生能源绿色电力证书交易制度,增强可再生能源发展的内生激励并降低政策实施成本;二是建立储能技术市场机制,为减少弃电以及推动可再生能源消纳提供政策支持;三是推进碳金融体系建设,为可再生能源发展提供新的融资来源并降低发电成本。     

Energy revolution:for a sustainable future

The discovery and use of fossil fuels have not only helped the evolution of human society from agricultural civilization to industrial civilization,but also caused serious environmental and climate problems.The earth is calling for a sustainable future,and a change from industrial civilization to ecological civilization based on the new"energy revolution".A macroscopic quantitative analysis of China’s environmental capacity and climate capacity shows that China is in urgent need of changing the extensive developing mode and having an energy revolution.It is foreseeable that fossil fuels will remain the most consumed source of energies in China now and in the next few decades.Although the efficient and clean use of fossil fuels are very important,this is not an energy revolution or the fundamental solution to environmental and climate problems.Unconventional gases including shale gas play an important role in the mitigation of environmental problems and climate change,but"shale gas revolution"or"shale gas era"is not suitable to China since the proportion of natural gas in primary energy structure in China can only be increased by a maximum of 20%.The transition of Chinese energy structure from fossil-fuels-dominating stage to multiple-energy-sources stage and then to a nonfossil-fuels-dominating stage is the inevitable future,with the help of great contribution from renewable energy and nuclear energy.Among renewable energies,the proportion of non-hydro renewable energies will gradually increase.Improvement of their market competitiveness(economic efficiency)relies on technological innovation.Renewable energies will be the main energy source for the earth in future.Despite the impact of the Fukushima nuclear disaster,the whole world,including China,will not give up nuclear energy development.Safe,steady,and large-scale development of nuclear power is a rational choice of China.Transition from nuclear fission power plant to nuclear fusion power plant is the inevitable future.Nuclear energy will be a sustainable energy source and another main energy source of the earth in future.China needs to enhance energy security consciousness,promote energy saving,and change the energy supply-demand patterns,that is the transition from"meet a too-fast-growing demand with an extensive supply"to"meet a reasonable demand with a rational supply".All countries need to work together to address global environmental problems and climate change.Energy revolution is the foundation for a sustainable future.With a wide range of international cooperation,the win-win cooperation is the only way of overcoming these challenges.     

Green and compatible industrial development in Western China

Western China has lagged a lot in terms of industrial structure and economic development,compared with the national average.And China announced its target of CO_2 emission reduction,i.e.by 2020,CO_2 emission per GDP will drop by40-45%compared with 2005.The target will be incorporated into China's long-term industrial planning.Against this background,this paper will make a comprehensive examination of the industrial development of Western China,aiming to discover a green and compatible way.First,we analyze the spatiotemporal evolution of regional industrial structure for the period 2000-2010.Second,we try to discover the industrial structure optimization path for Western China by employing the Vector Auto Regression model.Lastly,we try to provide some advice and suggestions for further industrial development in Western China.Our examination shows that further industrial development in Western China should pay full attention to resource conservation and recycling,and develop on a green and compatible path.     

中国的节能减排困境和财税政策选择

节能减排不仅是推进我国国民经济又好又快发展的核心要义,也是应对全球气候变化的迫切需要.在我国,要实现到2020年单位国内生产总值的二氧化碳排放比2005年下降40%-45%的约束性目标,需要进行艰难的产业结构调整、能源消费结构调整和经济发展阶段跨越,并应采取体制、政策、技术和管理等综合推进措施.包括政府投资、税收、政府采购和财政贴息在内的财税政策措施对于推进我国节能减排至关重要.本文认为,政府投资政策应重在支持高新技术产业研发应用,经由产业结构调整促进节能减排;税收政策应立足于综合采取增设环境污染税、低技术污染税以及税收优惠和减免等激励和惩罚并重措施;政府采购应通过扩大高效节能减排产品市场需求,引导企业生产行为;财政贴息则应侧重于解决企业节能减排投资以及技术改造过程中的资金约束.     

Forecasting energy demand of China using Bayesian Combination model

To analyze the impact of the related economic factors on China's energy demand, Path analysis is used to analyze the major factors and their direct and indirect effects on energy demand. This study showed that the main factors that affect the energy demand are the economic growth, the total population, and the primary energy structure, the economic growth is the main determining factor, and the primary energy structure is the major restrictive factor. On this basis and considering the multicollinearity and the validity of the forecast, we established a partial least-square (PLS) and the trend extrapolation prediction model, and then we sum up all the information to found a PLS—trend extrapolation combination forecasting model based on the optimized combining forecast theory. Finally, we obtain the probability distribution of the error using the Bayesian statistic theory and find the confidence interval of combining forecasting result. The results indicate that the outcome of combining forecasting will be more precise after using the Bayesian error correction approach.     

China's Present Situation of Coal Consumption and Future Coal Demand Forecast

This article analyzes China's coal consumption changes since 1991 and proportion change of coal consumption to total energy consumption. It is argued that power, iron and steel, construction material, and chemical industries are the four major coal consumption industries, which account for 85% of total coal consumption in 2005. Considering energy consumption composition characteristics of these four industries, major coal demand determinants, potentials of future energy efficiency improvement, and structural changes, etc., this article makes a forecast of 2010s and 2020s domestic coal demand in these four industries. In addition, considering such relevant factors as our country's future economic growth rate and energy saving target, it forecasts future energy demands, using per unit GDP energy consumption method and energy elasticity coefficient method as well. Then it uses other institution's results about future primary energy demand, excluding primary coal demand, for reference, and forecasts coal demands in 2010 and 2020 indirectly. After results comparison between these two methods, it is believed that coal demands in 2010 might be 2620-2850 million tons and in 2020 might be 3090-3490 million tons, in which, coal used in power generation is still the driven force of coal demand growth.     

长三角地区城市居民出行交通碳排放特征与影响机理

随着能源问题及全球变化关注,城市居民出行交通碳排放研究已成为多学科关注焦点。选择南京、宁波和常州作为长三角典型城市,基于典型居住小区问卷调查获取第一手的城市居民出行基础数据,估算与分析城市居民出行碳排放特征及影响机理。结果表明：长三角2010年城市居民人均出行交通碳排放约1 1219 kg CO2/人,日常通勤和远距离出行碳排放量之比为75[DK]∶25;城市居民日常通勤交通碳排放的主要影响因子为交通方式、出行距离、家庭年收入、年龄和性别;远距离出行交通碳排放的主要影响因子为出行距离、交通方式和家庭年收入。建议采用差别化的行政干预和经济杠杆有效调控家庭小汽车保有量增长速度,鼓励小排量汽车和清洁能源汽车消费,兼顾汽车产业发展、家庭小汽车刚性需求与节能减排需求之间的博弈平衡;优化城市功能格局,大力发展公共交通网络;加强节能减排与低碳意识宣传,鼓励与引导公共交通出行     

Income Growth,Urbanization, Changing Life Style and Energy Requirements in China

Abstract

This paper aims to estimate the effects of changing life style and consumption demands driven by income growth and urbanization on increase of energy requirements in China, and estimate the impacts of improvement in household consumption on mitigating energy requirements towards 2020, based on input-output analysis and scenarios simulation approach. The result shows that energy requirement per capita has increased by 159% for urban residents and 147% for rural residents from 1995 to 2004. Growth in household consumption driven by income growth and urbanization may induce a successive increase in energy requirements in future. Per capita energy requirements of urban residents will increase by 240% during 2002–2015 and 330% during 2002–2020. Urbanization might lead to 0.75 billion ton of increment of energy requirements in 2020. About 45%–48% of total energy requirements in China might be a consequence of residents’ life styles and the economic activities to support consumption demands in 2020. Under low-carbon life style scenario, per capita energy requirements of urban residents may decline to 97% in 2015 and 92% in 2020 in contrast with baseline scenario. That implies that China needs to pay a great attention to developing green low-carbon life style in order to realize mitigation target towards 2020.     

碳交易背景下中国石化行业2020年碳减排目标情景分析

石化行业作为中国八大典型高碳排放产业之一,也是碳市场参与的重要行业.在国家2020年碳排放强度目标的约束下,客观评价其行业减碳的压力,对于政府部门科学制定各个行业碳排放配额的分配方案具有重要支撑作用.同时,亦对于通过低碳转型升级实现行业的可持续发展和支撑国家的工业减排目标具有理论和现实意义.本文针对石化行业9个子部门,结合我国经济发展的总体背景和趋势以及石化行业的相关数据,以2010年为基准情景,在2020年国家碳排放强度分别下降45％和50％的减排约束目标下,构建了一个动态CGE模型——PCCGE,借助GAMS软件模拟分析,预测了到2020年国家和石化行业经济总量、能源消费结构和碳排放量及碳强度等的变化趋势.研究结果表明,相比基准情景,在45％、50％的碳强度减排目标下,国家和石化行业的经济增长、能源消费结构和碳排放强度等指标分别受到一定程度影响,其中,50％的减排目标对国家整体经济增速影响更为明显;对煤炭、石油这两种高碳能源的需求产生了较显著的约束效应;相比国家45％-50％的低碳发展目标,石化行业减碳承受压力达到60.63％至64.78％,面临着艰巨的减排任务与挑战.最后,文章结合低碳市场化背景提出了如下建议:科学预测典型离碳行业的减碳潜力,谨慎应对石化等行业企业参与碳市场交易过程中碳配额指标的制定与分配;充分利用技术创新和能源结构调整等战略,提高可再生能源的使用规模,促进能源消耗结构的优化和调整;构建石化行业节能低碳技术产学研协同创新体系,解决共性节能技术瓶颈;实施石化行业企业低碳发展战略,建设完善碳排放管理体系是行业节能减碳的重要手段.     

绿色低碳背景下中国产业结构调整分析

中国作为世界第一的一次能源消费国以及最大的二氧化碳排放国,在巴黎世界气候大会上承诺于2030年以前单位碳强度较2005年降低60%—65%;此外,在《"十三五"规划纲要》中中国政府也明确提出,在"十三五"时期,碳排放强度较2005年基础上降低40%—45%的目标。在此背景下,本文基于最新的投入产出表构建了产业结构优化模型。通过行业的生产结构矩阵,构建出行业的能源结构消耗矩阵及碳排结构矩阵,旨在能源消耗量与二氧化碳排放量的双重约束下,得到中国2020年最优的产业结构调整方案,并计算了基于现有科技水平下中国最大的碳排潜力。线性规划的结果显示:(1)中国2020年最优的产业结构调整方案可以满足国民经济总产出量最大化的目标,年均增长约为8%;且相比目标年份(2005年)二氧化碳强度下降46.93%,能源强度下降26.04%,达到"十三五"规划中的气候变化目标。在保证经济最低增速(6.5%)的前提下,中国二氧化碳的排放总量可以比优化方案再多下降约14%。(2)建筑业、交通运输及仓储业仍然是中国重要的支柱产业,在国民经济整体的占比份额仍需扩大。(3)从生产的角度看,中国产业结构必须全面向第三产业服务业转型,全面提高国民经济中第三产业的比重,尤其是加大生活服务业类部门的产出量。(4)为了满足"绿色、低碳"的约束限制,半数以上的二产部门的生产规模都应有所降低,尤其是能源部门和金属加工业部门。     

Energy and economic impacts of an international multi-regional carbon market

The establishment of a global multi-regional carbon market is considered to be a cost effective approach to facilitate global emission abatement and has been widely concerned.The ongoing planned linkage between the European Union’s carbon market and a new emission trading system in Australia in 2015 would be an important attempt to the practice of building up an international carbon market across different regions.To understand the abatement effect of such a global carbon market and to study its energy and economic impact on different market participants,this article adopts a global dynamic computable general equilibrium model with a detailed representation of the interactions between energy and economic systems.Our model includes 20 economic sectors and 19 regions,and describes in detail 17 energy technologies.Bundled with fossil fuel consumptions,the emission permits are considered to be essential inputs in each of the production and consumption activities in the economic system to simulate global carbon market policies.Carbon emission permits are endogenously set in the model,and can be traded between sectors and regions.Considering the current development of the global carbon market,this study takes 2020 as the study period.Four scenarios(reference scenario,independent carbon market scenario,Europe Union（EUh-Australia scenario,and China-EU-Australia scenario） are designed to evaluate the impact of the global carbon market involving China,the EU,and Australia.We find that the carbon price in the three countries varies a lot,from $32/tCO₂ in Australia,to $17.5/tCO₂ in the EU,and to $10/tCO₂ in China.Though the relative emission reduction（3%） in China is lower than that in the EU（9%） and Australia（18%）,the absolute emission reduction in China is far greater than that in the EU and Australia.When China is included in the carbon market,which already includes the EU and Australia,the prevailing global carbon price falls from $22 per ton carbon dioxide（CO₂） to $12/tCO₂,due to the relatively lower abatement cost in China.Seventy-one percent of the EU’s and eighty-one percent of Australia’s domestic reduction burden would be transferred to China,increasing 0.03%of the EU’s and 0.06%of Australia’s welfare.The emission constraint improves the energy efficiency of China’s industry sector by 1.4%,reduces coal consumption by3.3%,and increases clean energy by 3.5%.     

PM_(2.5)污染对京津冀地区人群健康影响和经济影响

京津冀地区是中国工业最为发达的地区之一和空气污染最严重的地区之一,也是国家控制空气污染的重点区域。空气污染导致的健康影响不仅会增加额外健康支出,还会导致过早死亡和工作时间减少,进而影响宏观经济发展。为了评估该地区PM_(2.5)污染引起的健康问题对宏观经济的影响,以及控制空气污染后带来的经济效益和福利的影响,本研究结合可计算一般均衡模型(Computable General Equilibrium)、温室气体与大气污染物协同效益模型(The Greenhouse Gas and Air Pollution Interactions and Synergies-Model,GAINS-Model)和健康影响模型对2020年京津冀地区PM_(2.5)污染引起的健康影响和经济影响进行评估。模型结果表明,2020年Wo Pol情景下PM_(2.5)污染引起的额外健康支出分别为北京44.2亿元、天津27.5亿元、河北97.5亿元。PM_(2.5)污染引起人均每年劳动时间损失分别为北京81.3小时、天津89.6小时、河北73.1小时。而劳动力供给和劳动时间减少所造成GDP和福利损失依次为天津(GDP和福利损失分别为2.79%和8.11%),其次为北京(2.46%和5.10%)、河北(2.15%和3.44%)。如果采取积极的控制空气污染物排放政策,在2020年WPol情景下,PM_(2.5)污染引起的额外健康支出分别为北京8.8亿元、天津4.9亿元、河北2.0亿元,较Wo Pol情景下显著下降。PM_(2.5)污染引起人均劳动时间损失分别下降为北京22.0小时、天津23.2小时、河北22.4小时。空气污染物控制政策给北京、天津和河北带来的经济效益分别相当于GDP的1.75%、2.02%和1.46%。因此,本研究显示控制京津冀地区PM_(2.5)污染带来的经济效益非常可观,其中天津效益最高,其次为北京,河北最低。空气污染物的迁移扩散会影响周边省市的空气质量,因此京津冀地区联合控制空气污染效果更好。     

Income Growth, Urbanization, Changing Life Style and Energy Requirements in China

This paper aims to estimate the effects of changing life style and consumption demands driven by income growth and urbanization on increase of energy requirements in China, and es-timate the impacts of improvement in household consumption on mitigating energy requirements towards 2020, based on input-out-put analysis and scenarios simulation approach. The result shows that energy requirement per capita has increased by 159% for urban residents and 147% for rural residents from 1995 to 2004. Growth in household consumption driven by income growth and urbanization may induce a successive increase in energy require-ments in future. Per capita energy requirements of urban residents will increase by 240% during 2002-2015 and 330% during 2002-2020. Urbanization might lead to 0.75 billion ton of increment of energy requirements in 2020. About 45%-48% of total energy requirements in China might be a consequence of residents’ life styles and the economic activities to support consumption demands in 2020. Under low-carbon life style scenario, per capita energy requirements of urban residents may decline to 97% in 2015 and 92% in 2020 in contrast with baseline scenario. That implies that China needs to pay a great attention to developing green low-carbon life style in order to realize mitigation target towards 2020.