Production is busy and electricity consumption is steadily picking up (new economic orientation·how to see in 2020)
According to data recently released by the National Energy Administration, in 2020, the electricity consumption of the whole society will be 7511 billion kWh, an increase of 3.1% year-on-year.
Among them, the growth rate of electricity consumption in the primary, secondary, and tertiary industries was 10.2%, 2.5%, and 1.9% respectively; the electricity consumption of urban and rural residents was 1,094.9 billion kWh, a year-on-year increase of 6.9%.
Moving forward, the first quarter -6.5%, the second quarter 3.9%, the third quarter 5.8%, October 6.6%, November 9.4%, the power consumption growth curve in 2020 is generally on the rise.
"With the effective control of the epidemic, the national economy has continued to recover steadily, and the growth rate of power consumption has turned from negative to positive, and has shown a steady upward trend." The relevant person in charge of the Power Statistics and Data Center of the China Electricity Council introduced the impact of economic and social development on electricity. Consumer demand has returned to normal.
Electricity indicators are usually regarded as the "barometer" and "wind vane" of economic operation.
Since 2020, this steadily rising curve has shown a good trend of increased market vitality and economic recovery, confirming the resilience and vitality of the Chinese economy.
The recovery growth of the manufacturing industry has accelerated significantly
In the production workshop of Jiangsu Jiangyin Changdian Technology, intelligent equipment is running non-stop, and boxes of integrated circuit products are waiting to be loaded and shipped to various places.
"The 5G communication industry and high-performance computing applications are developing rapidly, and the market demand is performing well." According to the relevant person in charge of Changjiang Electronics Technology, the company's production has gradually recovered since the second quarter, and the revenue and net profit in the first three quarters reached record highs.
In July 2020, the company's 40,000-square-meter new plant was successfully capped, and the annual output of module packaging products will be greatly increased after it is put into use.
"In December 2020, the Purchasing Managers Index (PMI) of China's manufacturing industry was 51.9%, which was above the threshold for 10 consecutive months. The recovery growth of the manufacturing industry has accelerated significantly. Among them, the equipment manufacturing industry and high-tech manufacturing industry have experienced good growth. Coupled with the steady release of consumer demand and the steady recovery of the consumer market, the manufacturing industry has steadily rebounded. These factors together support the recovery of manufacturing power consumption." Analysis by Shan Baoguo, deputy chief economist of the State Grid Energy Research Institute.
According to data from the China Electricity Council, in November 2020, the average daily electricity consumption of the national manufacturing industry was 11.39 billion kWh, a new high for the year.
Among them, the electricity consumption of high-tech and equipment manufacturing industry increased by 11.1% year-on-year, which has exceeded 10% for four consecutive months, which is a highlight.
In the first November of 2020, electricity consumption in the high-tech and equipment manufacturing industry increased by 3.1% year-on-year.
Among them, the industry with the highest growth rate is computer, communications and other electronic equipment manufacturing, reaching 15%; followed by automobile manufacturing, reaching 13%.
New business formats and new models are booming
In 5 seconds, we sold more than 500,000 Lunwan Navel oranges for live streaming, online conferences that exceeded 100 million in a single day, and more than 900 Internet hospitals providing contactless medical treatment across the country... Online and offline integration speeded up, online shopping, online meetings The demand for online services such as remote consultation has further expanded.
According to data released by the National Bureau of Statistics, in 2020, online retail sales across the country will be 11.76 trillion yuan, an increase of 10.9% year-on-year; among them, online retail sales of physical goods will increase by 14.8%, accounting for 24.9% of the total retail sales of consumer goods, a year-on-year increase. An increase of 4.2 percentage points.
Online retail continues to increase, and my country has become the world's largest online retail market for eight consecutive years.
In addition, the value-added growth rate of the information transmission, software and information technology service industries was 16.9%.
"Digital transformation has extended to the physical and service fields, and the'new infrastructure' including data centers is giving birth to new tracks." Zhao Liang, senior vice president of 21Vianet, introduced that since 2020, the company has delivered more than 15,000 cabinets. In the next 3 years, it is planned to add no less than 25,000 standard cabinets every year.
The vigorous development of new business formats and new models, and the continued growth of momentum in emerging fields, has driven the rapid growth of electricity consumption in related industries.
In the first November of 2020, electricity consumption in the information transmission, software and information technology service industries increased by 24.3% year-on-year.
Leading the growth of electricity consumption in the western region
Hubei Yichang Three Gorges Airport, through the gallery bridge shore power system, a number of passenger planes parked for flight use direct power.
“Compared with traditional jet fuel power generation, the Three Gorges Airport can reduce jet fuel consumption by more than 2,000 tons per year, reduce harmful gas emissions by more than 6,400 tons, and reduce direct energy costs by more than 2/3. In addition, it can effectively reduce noise and vibration and greatly improve Passenger comfort.” said Li Xingheng, an integrated energy service engineer at State Grid Yichang Power Supply Company.
Electric energy substitution refers to the use of electric energy to replace coal, fuel, etc., in the final energy consumption link, such as electric heating, electric vehicles, port shore power, and airport bridge-mounted equipment.
"Implementing electric energy substitution is an important measure to increase the proportion of non-fossil energy, improve energy efficiency, and reduce air pollution. It is also conducive to expanding power consumption, improving electrification, and improving people's quality of life." Shan Baoguo introduced, November 2020 , The State Grid Corporation of China completed 185.7 billion kilowatt-hours of electricity substitution, a year-on-year increase of 9%; the industrial sector accounted for about 60% of the substitution of electricity, including metallurgical electric furnaces, industrial electric boilers, building materials electric furnaces, etc.
In addition to electricity substitution, green and low-carbon development is also reflected in the electricity consumption of industries such as photovoltaic equipment and component manufacturing.
In November 2020, the electricity consumption for photovoltaic equipment and component manufacturing and new energy vehicle manufacturing in Jiangsu Province increased by 186.7% and 54.6% year-on-year respectively, showing eye-catching performance.
"Despite many tests last year, the photovoltaic industry still maintains a steady growth trend, especially after the carbon peak and carbon neutral targets were put forward, we are more confident." Lu Zhenyu, general manager of Trina Solar's Changzhou and Suqian module factories According to the introduction, the current market demand is strong, the component orders are sufficient, the factory basically keeps operating at full capacity, and it will also operate at full capacity during the Chinese New Year.
From a regional perspective, since 2020, the growth rate of electricity consumption in the western region has led the country.
In the first 11 months, the electricity consumption of the whole society in the eastern, central, western and northeastern regions increased by 1.6%, 1.2%, 5.2% and 1.3% respectively year-on-year.
Among them, Yunnan, Tibet, Sichuan, Gansu, Inner Mongolia, Guangxi and other provinces have all exceeded 5% of electricity consumption.
According to Shan Baoguo's analysis, undertaking industrial transfer and in-depth implementation of the regional coordinated development strategy has driven the rapid growth of electricity consumption in the western region.
"In the coming period, China's industrial production will be at the peak of production before the Spring Festival. Coupled with the promotion of the New Year at work in many places, the decline in industrial load may be lower than in previous years. During the superimposed winter peak, the demand for electricity and heat load may remain relatively high. High level." Ye Chun, deputy director of the Industry Development and Environment and Resources Department of the China Electricity Council, suggested that power companies should pay close attention to the impact of climate change and the recent epidemic on the market, do a good job in power plant inventory management, and strengthen internal resource coordination and inventory adjustments. , Actively cooperate with relevant departments to ensure energy supply.
Our reporter Ding Yiting
Our reporter Ding Yiting