On July 30, the National Energy Administration held the national energy situation conference in the first half of the year. In the first half of the year, the total electricity consumption of the whole society was 322.9 billion kWh, a year-on-year increase of 9.4%, and the growth rate was 3.1 percentage points higher than the same period of last year, a record high in 6 years. Thermal power companies are rising due to rising coal prices and rising power generation costs. The operating situation is still severe and the loss is close to half.
In the first half of this year, China's photovoltaic power generation installed capacity of 24.3 million kilowatts. Among them, distributed photovoltaics 12.24 million kilowatts, an increase of 72%, Shandong, Zhejiang, Henan, Jiangsu, four new provinces accounted for more than half of the country's new installed capacity. In this year 4 At the press conference held by the National Energy Administration, Li Chuangjun, deputy director of the New Energy and Renewable Energy Department, revealed that this year it plans to allocate 10 million kilowatts for distributed photovoltaic construction. So far, the first six months of this year, distributed photovoltaics The construction scale has exceeded the annual target.
The energy situation in the first half of 2018 presents four characteristics
Faster growth in energy consumption
Coal consumption has risen steadily. In the first half of the year, national coal consumption increased by about 3.1% year-on-year. Among the major coal-consuming industries, coal for power generation has grown substantially, which is the main driving force for coal consumption growth; small-scale growth of coal used in the chemical industry, steel and building materials Industry coal used to decline year on year.
Oil consumption remained stable. In the first half of the year, apparent consumption of oil increased by about 2.5% year-on-year. Apparent consumption of refined oil increased by about 2.3% year-on-year. The growth rate of gasoline consumption rebounded, diesel consumption was relatively stable, and kerosene consumption grew faster.
Natural gas consumption increased sharply. In the first half of the year, the apparent consumption of natural gas increased by 16.8% year-on-year. Urban gas, industrial fuel and power generation gas maintained rapid growth, and chemical gas consumption decreased year-on-year.
The rapid growth of electricity consumption in the first half, total electricity consumption 3.2291 trillion kwh, an increase of 9.4%, the growth rate increased 3.1 percentage points over the same period last year, the highest six-year high. Subsector look at two electricity production growth continued to rise , the pull of electricity increased 5.3 percentage points; Third production, residential electricity consumption to maintain double-digit growth, the total pull-up demand growth by 4.0 percentage points since the second quarter, coal, electricity and natural gas consumption is not short off distinctive characteristics.
Energy initiatives make up the short board to speed up the implementation.
The construction of natural gas production, supply and marketing system has been accelerated. Coordination of domestic and overseas resources has increased supply. The increase in natural gas supply in 2018 has been significantly increased compared with the previous year, and it has been tilted to key areas of air pollution control. Accelerate the key projects of natural gas pipeline interconnection and The construction of natural gas storage and transportation system in the Bohai Rim region, the construction of a 'national one network' pattern, and strive to increase the supply to the northern region this winter and the next spring is greater than the increase in winter and spring.
Energy system peaking capacity construction speed up. Natural gas upstream gas supply enterprise gas storage capacity construction planning and plan is accelerating. Pumping storage power station selection point planning rolling adjustment. New energy storage power station demonstration project started construction, leading reservoir, gas peaking power station The construction of various types of flexible power supply such as solar thermal power generation has been accelerated. The thermal electrolytic coupling transformation and the deep peaking transformation of the purely condensing thermal power unit have been continuously promoted. Some of the unit reforms have been completed, and the system peaking capacity has been gradually enhanced.
The energy and people's livelihood security project was speeded up. Poverty-stricken areas, border areas, rural areas' transformation of rural areas, and the upgrading and upgrading of distribution networks in the old industrial bases in Northeast China accelerated. Urban villages, urban-rural integration, and shantytown gas facilities were steadily implemented. Rural power The supply of gas and clean coal is expanding. The photovoltaic poverty alleviation project is progressing steadily.
The energy investment structure was further optimized. The investment in the short-board sector increased, and the investment in the de-capacity sector slowed down. In the first half of the year, the gas production and supply industry investment increased by 10.2% year-on-year, the oil and gas exploration industry investment increased by 2.8%, and the coal mining industry investment increased by 1.4%. %; investment in electric power production and supply industry decreased by 17.3% year-on-year, and investment in petroleum processing coking nuclear fuel processing industry decreased by 7.9%.
Green low carbon development has advanced in depth.
The power generation structure was further optimized. In the first half of the year, the total installed capacity of nuclear power, wind power and solar power accounted for 66.1% of the total installed capacity, up 5.4 percentage points over the same period of last year; nuclear power, wind power and solar power generation increased by 19.0% year-on-year. Higher than thermal power generation growth rate of 11.0 percentage points.
The clean energy consumption has achieved remarkable results. In the first half of the year, the Jinsha River mid-stream was sent to Guangxi, Zalut to Qingzhou and the 'air pollution prevention' 12 power transmission channels were completed. The Zhangbei base was sent to Beijing, and the Wudongde power transmission transmission line was started. Construction. Cross-regional and inter-provincial power transmission increased by 19.4% and 20.3% respectively, up 11.1% and 13.4% over the same period of last year. The national abandonment rate and the light-abandonment rate decreased by 5.0 and 3.2 percentage points respectively over the same period of last year.
Clean and warm heating in the north is implemented steadily. The annual work plan and implementation plan are successively revised. According to the principle of gas reform, the “coal to gas” is steadily promoted according to local conditions. Zhangjiakou, Inner Mongolia wind power heating project is accelerating. '100 towns' 136 students The construction of the material heat and power cogeneration clean heating demonstration project has started, with an installed capacity of 3.8 million kilowatts.
The power industry has made new progress in energy conservation and consumption reduction. In the first half of the year, the power industry continued to phase out coal-fired units with less than 300,000 kilowatts of environmental protection, energy consumption, safety and other non-compliance. The installed structure continued to be optimized, and energy-saving technological transformation was vigorously promoted. It fell 1.3g/kWh in the same period last year.
The overall efficiency of the energy industry has improved.
The coal mining and selection industry realized a profit of about 127.9 billion yuan, a year-on-year increase of 14.8%; the oil and gas exploration industry realized a profit of about 69.6 billion yuan, a year-on-year increase of 2.6 times; oil, coal and other fuel processing industries realized a profit of about 110 billion yuan, a year-on-year increase of 27.9. %; electricity, thermal production and supply industry realized profits of more than 180 billion yuan, an increase of 26.1% year-on-year, but coal-fired power companies due to rising coal prices, power generation costs rose, the business situation is still relatively severe, the loss is close to half.
Renewable energy grid connection
The scale of renewable energy power generation continued to expand. By the end of June 2018, China's renewable energy power generation capacity reached 680 million kilowatts, an increase of 13% year-on-year; of which, hydropower installed capacity of 340 million kilowatts (full-scale statistics, including pumped storage capacity of 29.19 million kilowatts) The installed capacity of wind power exceeds 170 million kilowatts, the installed capacity of photovoltaic power generation exceeds 150 million kilowatts, and the installed capacity of biomass power generation is 16.34 million kilowatts.
The wind power and photovoltaic power generation consumption situation continued to improve, and the power abandonment and abandonment rate were 'double down'. In the first half of the year, the national abandoned wind power was 18.2 billion kWh, a year-on-year decrease of 5.3 billion kWh, and the abandonment rate was 8.7%, down 5 times year-on-year. Percentage. Abandoned photoelectric output of 3 billion kWh, a year-on-year decrease of 700 million kWh, light rejection rate of 3.6%, down 3.2 percentage points year-on-year. In the first half of the year, 18 provinces (autonomous regions, municipalities) did not have wind curtailment, and another 9 The province's abandonment rate is below 5%, and the abandonment rate of more than 5% is only in Inner Mongolia, Jilin, Gansu and Xinjiang provinces (districts); 22 provinces (autonomous regions, municipalities) have not abandoned light and electricity, and another 6 The province (district) has a light rejection rate of less than 5%, and only the Gansu, Xinjiang, and Shaanxi provinces (regions) have a light rejection rate of more than 5%.
Orderly promote the construction of major projects of renewable energy. The National Development and Reform Commission, the Energy Bureau organized the demonstration plan for the site of the leading reservoir of the Jinsha River in the middle reaches, and carried out the pumped storage power stations in Fujian, Guangxi, Zhejiang, Anhui, Qinghai, Guizhou and other provinces (regions). Selecting planning and planning adjustment work, speeding up the construction of pumped storage power stations. Guiding the Inner Mongolia Development and Reform Commission to start the construction of a 6 million kilowatt unsubsidized wind power base in Wulanchabu, Inner Mongolia, and guiding the Inner Mongolia Development and Reform Commission to carry out the Shanghai Temple-Shandong DC UHV 4 million kilowatts wind power project configuration work. Orderly promote the construction of photovoltaic power generation leading base, and actively promote the construction of solar thermal power generation demonstration project.
Hydropower
The newly added hydropower grid-connected capacity of the country was 2.49 million kilowatts. As of the end of June, the total installed capacity of hydropower in the country was about 340 million kilowatts (full-scale statistics, including 17.19 million kilowatts of pumped storage). In the first half of the year, the amount of water was relatively small, but with the entry In the flood season of this year, the water and electricity abandonment of water has increased. From January to June, the total water abandonment of the main river basin was about 3.85 billion kWh, of which 3.46 billion kWh of water was discarded in June, accounting for 90% of the total abandonment of water in the first half of the year. Mainly occurs in the Dadu River Basin.
wind power
The newly added grid capacity of wind power in the country exceeded 7.5 million kilowatts, a year-on-year increase of about 30%. In the first half of the year, the national wind power generation capacity was 191.7 billion kWh, an increase of 28.7%; the average utilization hours was 1143 hours, an increase of 159 hours year-on-year; 18.2 billion kWh, a year-on-year decrease of 5.3 billion kWh, the overall situation of wind curtailment continued to ease.
From the perspective of new grid-connected capacity layout, the northeastern and northwestern regions with large wind power consumption difficulties have added a total of 2.75 million kilowatts of grid-connected wind power capacity, accounting for 35% of the country's newly added wind power grid-connected capacity; In areas with high power demand, it accounts for 65%. The newly installed grid-connected layout of wind power is more consistent with the power demand. In the first half of the year, the newly added grid capacity of offshore wind power was 157,000 kilowatts. As of the end of June, the cumulative installed capacity of offshore wind power 2.7 million kilowatts, mainly concentrated in Shanghai (300,000 kilowatts) in East China, Jiangsu (2.2 million kilowatts), Fujian (140,000 kilowatts).
Biomass
In the first half of the year, the total installed capacity of biomass power generation reached 16.34 million kilowatts, a year-on-year increase of 25.7%. Among them, the newly added biomass power generation capacity was 1.58 million kilowatts in January-June; the power generation in January-June was 43.6 billion kilowatt hours, an increase of 18.8% year on year. Maintaining steady growth momentum. The top four provinces in terms of cumulative biomass installed capacity are Shandong (2.41 million kilowatts), Zhejiang (1.65 million kilowatts), Jiangsu (1.57 million kilowatts) and Anhui (1.45 million kilowatts).
Photovoltaic
In the first half of this year, China's photovoltaic power generation installed capacity of 24.3 million kilowatts. Among them, distributed photovoltaics 12.24 million kilowatts, an increase of 72%, Shandong, Zhejiang, Henan, Jiangsu, four new provinces accounted for more than half of the country's new installed capacity. In this year 4 At the press conference held by the National Energy Administration, Li Chuangjun, deputy director of the New Energy and Renewable Energy Department, revealed that this year it plans to allocate 10 million kilowatts for distributed photovoltaic construction. So far, the first six months of this year, distributed photovoltaics The construction scale has exceeded the annual target.
Statistics show that in the first half of this year, the national installed capacity of photovoltaic power generation reached 154.51 million kilowatts. Among them, photovoltaic power station 112.6 million kilowatts, distributed photovoltaic 41.9 million kilowatts.
From the new installed layout, the newly installed capacity in East China was 6.218 million kilowatts, accounting for 25.6% of the country; the newly installed capacity in Central China was 3.878 million kilowatts, accounting for 15.9% of the country; the newly installed capacity in the northwest region was 4.12 million kilowatts. Photovoltaic power generation continued to maintain rapid growth. In the first half of 2018, Shandong, Zhejiang, Henan, and Jiangsu provinces all added more than 1 million kilowatts of installed capacity, and 4 provinces distributed photovoltaic installations accounted for 52.6% of the country.
In addition, Zhao Guohong, deputy director of the Market Supervision Department of the National Energy Administration, revealed that the 12398 regulatory hotline complaint report in the second quarter showed that the effective information related to the new energy and renewable energy industries increased significantly. The main problems reflected were concentrated in the photovoltaic field. Due to the adjustment of the national PV subsidy policy, some people have doubts about the policy content, and call for consultation; second, some power supply enterprises do not join the grid on the grounds that the photovoltaic power generation project is not included in the national subsidy construction scale or transformer capacity limit; Power supply enterprises carry out distributed photovoltaic electricity bill settlement, subsidies for subsidizing photovoltaic power generation projects are not timely, triggering user complaints.