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The “Report on the Analysis and Forecast of the National Electricity Supply and Demand Situation in the Third Quarter of 2021” (hereinafter referred to as the “Report”) recently released by the China Electricity Council predicts that the new installed capacity of power generation in the country’s infrastructure will be about 180 million kilowatts this year, of which non-fossil energy The installed power generation capacity was about 140 million kilowatts; at the end of this year, the country’s installed power generation capacity was 2.
37 billion kilowatts, of which coal power installed capacity was 1.
11 billion kilowatts; the total installed capacity of non-fossil energy power generation reached about 1.
12 billion kilowatts, accounting for 47.
3% of the total installed capacity.
By the end of the year, it will increase by about 2.
5 percentage points.
The installed capacity and proportion of non-fossil energy power generation are expected to exceed that of coal power generation for the first time
.
The "Report" shows that in the first three quarters, the country’s electricity consumption was 6.
17 trillion kilowatt-hours, a year-on-year increase of 12.
9%; the national installed capacity of full-caliber power generation was 2.
In the first three quarters, China's first, second, third, and urban and rural residents' daily electricity consumption continued to grow
.
Among them, the electricity consumption was 75.
8 billion, 4.
In terms of supply, in the first three quarters of the country’s key surveyed companies completed a total of 602.
8 billion yuan in power investment, a year-on-year increase of 0.
Regarding the power supply and demand situation, the "Report" pointed out that during the peak winter period, the national power supply and demand are generally tight, and the power supply and demand situation in some areas is tight
.
Among them, from the demand side, the macro economy will continue to remain within a reasonable range, and the demand for power consumption will maintain a medium-speed growth level
.
The meteorological department preliminarily predicts that the cold air activities affecting our country will be frequent this winter
The "Report" pointed out that from the perspective of the balance of supply and demand in various regions, it is expected that the power supply and demand in the northeast and northwest regions will be basically balanced, but the proportion of new energy in the region is significant, and the contradiction between peak shaving and heat supply of the power system is more prominent; Supply and demand are tight; the power supply and demand situation in the southern region is tight
.
Fuel supply security and winter weather conditions are the main uncertain factors that affect the power supply and demand situation this winter.
If the country’s power fuel supply continues to be tight or there is a long-term and large-scale cold wave, the number of provinces with tight power supply and demand will increase, and regional power grids Some provincial power grids in Zhongjun will show varying degrees of tension
The "Report" recommends that all efforts should be made to ensure the stable supply of power fuels, to ensure fuel purchase funds for thermal power companies, to accelerate and implement the reform measures of coal power feed-in tariffs, strengthen the order of coal and power upstream and downstream production and supply, deepen demand-side management, and strengthen The implementation of management and control of sequential electricity consumption, and speeding up the approval and construction of emergency backup power sources and key power grid projects
.
(Reporter Zhao Ziyuan)