Power industry accelerates clean and low-carbon transformation

　　Since the beginning of summer, some provinces in my country have continued to be hot and hot, and at the same time, the resumption of work and production has been accelerated in various places, and the demand for electricity has risen rapidly.

According to data from the National Development and Reform Commission, on July 13, the national dispatched power generation reached 27.854 billion kWh, and the highest dispatched load reached 1.222 billion kilowatts, both hitting record highs.

　　In the face of the "menacing" electricity demand, is the electricity supply guaranteed during the peak summer season this year?

In the second half of the year, how can my country's power industry achieve higher-quality development on the premise of ensuring supply security?

Power is guaranteed during peak summer

　　"As long as the fuel is adequately guaranteed and the water supply situation is good, my country's power supply capacity can generally meet the demand for power consumption." said Jiang Debin, deputy director of the Data and Statistics Center of the China Electricity Council ("China Electricity Council"). .

　　According to statistics from the China Electricity Council, as of the end of May this year, the national full-scale power generation installed capacity was 2.42 billion kilowatts, of which non-fossil energy power generation installed capacity was 1.16 billion kilowatts, accounting for 47.9%, and coal power installed capacity was 1.11 billion kilowatts, accounting for 45.8%.

　　"From the perspective of power supply factors, the stable power generation of power companies is supported." Jiang Debin said that at present, major power generation companies are in accordance with the requirements of the Party Central Committee and the State Council to "never allow power outages" to purchase thermal coal. Coal is at a relatively high level.

　　On the coal production side, since the beginning of this year, under the premise of ensuring safe, clean and efficient utilization, all coal-producing provinces have actively tapped the potential for increasing production, and advanced production capacity has been effectively released.

According to statistics, in the first five months of this year, the national coal output was 1.81 billion tons, a year-on-year increase of 10.4%.

Natural gas production was 92.4 billion cubic meters, a year-on-year increase of 5.8%.

Since June, the national coal output has continued to maintain a high level.

　　At the same time, relevant departments have accelerated the development of renewable energy, optimized power grid scheduling, generated more hydropower, reduced coal consumption, kept nuclear power at full capacity, and promoted wind and solar power generation to full capacity and exhausted energy.

　　According to the forecast and analysis of the meteorological department, the situation of water inflow in the whole country this summer is generally good, which is conducive to hydropower production.

In the first five months of this year, the national hydropower generation increased by 22.4% year-on-year, much higher than the average growth rate of 7.6% in the past 12 years.

In addition, the construction of large-scale wind power photovoltaic bases focusing on desert, Gobi, and desert areas is progressing smoothly. The first batch of projects has now started construction of more than 95 million kilowatts, and some key projects such as supporting power supply and transmission lines have been put into operation one after another. It provides a strong support for the balance of power and electricity during the peak summer season.

　　"At present, the national electricity supply and demand is generally balanced, and there is no orderly electricity consumption and power outages." Hao Yingjie, secretary-general of the China Electricity Council, said that although enterprises have recently accelerated the resumption of work and production and superimposed high temperature weather, Hebei, Shandong and Shaanxi have been stimulated. The electricity load in other places has hit a record high, but power companies have made adequate preparations in advance in accordance with national deployment and requirements to fully ensure the demand for electricity in the production and life of the national economy.

　　However, factors such as domestic and foreign epidemic fluctuations, macroeconomic operations, fuel supply, and temperature and precipitation are intertwined and superimposed, bringing uncertainty to the forecast of energy supply and demand including electricity.

In this regard, Li Yunqing, director of the Economic Operation Regulation Bureau of the National Development and Reform Commission, said that in the next step, we will continue to strengthen the construction of the energy production, supply, storage and sales system, closely follow the goal of ensuring supply and stable prices, and do a good job in the implementation of policies and measures. This work will ensure the safety and stability of energy supply during peak summer, and ensure the energy demand for people's livelihood and economic and social development.

Electricity consumption will increase rapidly in the second half of the year

　　"Since the current electricity cannot be stored on a large scale, the real-time balance between power generation and power consumption must be maintained, so the growth of full-scale power generation is basically the same as the growth of power consumption. Our overall judgment on the growth of power consumption in the second half of the year is that the Compared with the first half of the year, the speed has increased significantly." Jiang Debin said.

　　Experts said that with the improvement of the epidemic prevention and control situation in the second half of the year and the further weakening of the impact on the economy and society, the effects of various national policies and measures to stabilize growth will gradually appear. Considering the low base effect in the same period last year, electricity consumption will increase significantly in the second half of the year. increase in magnitude.

　　According to the calculation of the China Electricity Council, the year-on-year growth of electricity consumption in the whole society is expected to be around 7.0% in the second half of the year, which is about 4 percentage points higher than the growth rate in the first half of the year.

Considering that the temperature in the central and eastern parts of my country is currently higher than normal and the recovery of the macro economy is accelerating in the second half of the year, it is expected that the final growth rate of electricity consumption may be higher than the above-mentioned predicted value.

　　"In addition to the continued growth of electricity demand, my country's power industry will also exhibit the characteristics of accelerating the pace of energy structure adjustment in the second half of the year, continuous carbon reduction and efficiency improvement in energy production, continuous improvement in the ability to optimize the allocation of power grid resources, and significant growth in the scale of electricity market transactions." Zhang Lin, deputy director of the Planning and Development Department of the China Electricity Council, said.

　　On the one hand, in accordance with the requirements of the state to "build a new power system with new energy as the main body", my country's new energy power generation will continue to maintain rapid growth in the second half of the year.

It is estimated that by the end of this year, the national installed power generation capacity will reach about 2.6 billion kilowatts, of which the total installed capacity of non-fossil energy power generation will reach about 1.3 billion kilowatts, accounting for about 50% of the total installed capacity for the first time.

The overall power production is characterized by a further improvement in power generation production capacity and a further green and low-carbon power generation installed capacity structure.

　　On the other hand, according to the "National Coal Power Unit Transformation and Upgrading Implementation Plan", during the "14th Five-Year Plan" period, the scale of coal power energy saving and carbon reduction transformation should not be less than 350 million kilowatts, the scale of heating transformation should reach 50 million kilowatts, and flexible transformation should be carried out. The completion of 200 million kilowatts means that coal consumption can be saved by more than 50 million tons, and the new energy consumption capacity can be improved by more than 50 million kilowatts.

　　In January this year, the National Development and Reform Commission issued the "Guiding Opinions on Accelerating the Construction of a National Unified Electricity Market System".

Over the past six months, the construction of a national unified electricity market has been steadily advanced. At present, the inter-provincial and intra-provincial medium- and long-term electricity trading mechanisms have been basically established and normalized, and positive progress has been made in the construction of inter-provincial and intra-provincial spot pilot markets.

　　"In the future, my country's power market will play a more active role in promoting energy transformation, ensuring safe power supply, optimizing resource allocation, and promoting new energy consumption," Zhang Lin said.

Energy consumption dual control to "carbon dual control"

　　Since the beginning of this year, relevant departments have successively issued a series of policy documents such as the "14th Five-Year Plan for Modern Energy System", "14th Five-Year Plan for New Energy Storage Development Implementation Plan", and "Implementation Plan for Promoting High-quality Development of New Energy in the New Era". , to help the transformation and development of the power industry.

　　"The state proposes to create conditions to realize the transition from dual control of energy consumption to dual control of total carbon emissions and intensity as soon as possible. For the power industry, it is necessary to closely combine energy conservation, efficiency improvement and carbon reduction, and gradually guide energy conservation policies to transition. It should be guided by the carbon reduction policy," said Pan Li, director of the Planning and Development Department of the China Electricity Council.

　　Pan Li said that under the "dual carbon" goal, the power industry should speed up the clean and low-carbon transformation.

It is necessary to coordinate and balance the relationship between safety, low carbon, and transition costs, strengthen innovation leadership, and give full play to the low-cost emission reduction role of market mechanisms such as the carbon market.

The power industry is one of the key industries for carbon emission control. It not only undertakes its own responsibility for emission reduction, but also serves the clean and low-carbon transformation and development of the whole society.

　　On July 16, 2021, the national carbon market officially launched online trading.

Over the past year, the national carbon market has been running smoothly on the whole, with a cumulative turnover of about 194 million tons of carbon emission allowances and a cumulative turnover of 8.49 billion yuan.

From the actual effect, with the normal operation of the national carbon market, my country's national certified voluntary emission reduction offset mechanism has played a role, and some emission control enterprises have used the national certified voluntary emission reduction to offset their quotas.

In terms of the amount of compliance, the compliance completion rate of the first compliance cycle in the national carbon market reached 99.5%, which was successfully concluded.

　　"The compliance mechanism has further promoted the transformation of the energy structure." Pan Li said that by setting up carbon emission quota allocation and accelerating the improvement of the carbon market trading mechanism, it will effectively promote the adjustment of thermal power layout and structure optimization, and promote the energy-saving transformation and heating transformation of existing coal-fired power plants. Reducing the intensity of carbon emissions is also an effective path for the power industry to achieve high-quality development in the second half of the year and even during the entire "14th Five-Year Plan" period.

　　Gu Yang