Power data has always been regarded as the leading data of macroeconomics. The growth rate of China's power consumption has been higher than the economic growth rate in the same period this year and has hit record highs.
The whole society's electricity consumption hit a new high in 6 years
The reporter was informed at the National Energy Administration press conference held on October 30 that in the first three quarters, the total electricity consumption of the whole society increased by 8.9% year-on-year, and the growth rate increased by 2 percentage points over the same period of last year, a record high in six years.
Xue Jing, deputy director of the Industry Development and Environmental Resources Department of China Electricity Industry Corporation, said in an interview with the China Economic Times that this year's rapid growth of electricity consumption in the whole society is the short-term policy effect, which is caused by the superposition of multiple factors. In the medium and long term, The trend of electricity consumption in the whole society is still growing at medium and low speeds.
Li Fulong, director of the Development Planning Department of the National Energy Administration, told this reporter that the main reason for pushing the growth rate of electricity consumption in the whole society is more than 'three drivers, one support'.
The terminal uses energy structure optimization to drive. Electric energy replacement is an important way to optimize the energy structure of the terminal. In the first three quarters, the country completed a total of 121.6 billion kWh of electric energy replacement, accounting for 2.4% of the total electricity consumption of the whole society. The contribution rate reached 29.1%, and the power consumption of pull-up power increased by 2.6 percentage points. Industrial and agricultural production, residential life, and transportation energy accounted for 77%, 11%, and 8% respectively. Especially metallurgical electric furnaces, auxiliary electric power, building materials. Electric kiln, industrial electric boiler ranks in the top four in terms of electric energy substitution, accounting for 21%, 12%, 10% and 9% respectively.
Driven by equipment manufacturing and new economic development. Since the beginning of this year, the traditional industry has experienced low-speed growth, while the growth rate of emerging industries is far ahead. In the first three quarters, automotive manufacturing, metal products, computer communication equipment manufacturing, general The growth rate of equipment manufacturing electricity consumption was 17.3%, 13.9%, 13.4%, 10.4%, respectively, lasting 9-19 months higher than the growth rate of manufacturing electricity consumption. Data center in service industry, annual consumption of bitcoin mining The power has doubled.
Driven by the transformation and upgrading of industrial structure. In the first three quarters, the proportion of total electricity consumption by the tertiary industry and residents was 30.9%, up 1 percentage point over the same period of last year. The growth rate of third-generation and residential electricity consumption was 13.5% and 11.5% respectively. Compared with the same period of last year, it increased by 3.0 and 4.0 percentage points respectively, and the contribution rate to the whole society's electricity consumption growth reached 42.4%, an increase of 8.2 percentage points over the same period of last year.
Power grid construction is strongly supported. In recent years, the upgrading of rural power grids, the construction of transmission and distribution networks and trans-regional transmission channels have been continuously strengthened, and the power supply and resource allocation capabilities have been continuously strengthened, creating conditions for power consumption growth and providing strong support. In the first 8 months, the national cross-regional and inter-provincial power transmission increased by 15.9% and 17.1% respectively.
Further optimization of power structure, resolving excess capacity and deepening
The power generation and installation structure continued to be optimized. In the first three quarters, hydropower, nuclear power, wind power, solar power and other clean energy power generation accounted for 36.4% of the total installed capacity, an increase of 1.4 percentage points over the same period of last year; clean energy generation increased by 8.9% year-on-year, higher than Thermal power growth rate of 2.0 percentage points.
The power consumption structure was further optimized. In the first three quarters, the proportion of electricity consumption in the four high-energy-consuming industries decreased by 0.5 percentage points compared with the same period of last year, and the proportion of the total electricity consumption of the three industries and residents increased by 1 percentage point. Optimized, the power consumption of pull-up power is 2.6 percentage points. The growth rate of electricity consumption in emerging industries and equipment manufacturing industry continues to be higher than that in manufacturing.
In the first three quarters, the newly added coal-fired power installed capacity in the country has decreased by nearly 40%. According to reports, relevant localities and enterprises have comprehensively combed coal-fired power units of less than 300,000 kilowatts, and investigated energy-efficient and environmentally-friendly units. In 2018, the coal-fired power industry will eliminate the backward production capacity target, and it is expected that the target of the 13th Five-Year Plan to shut down the backward coal-fired power generating units will be completed ahead of schedule.
The power system reform pilot is fully rolled out
The provincial power grid realized full coverage of transmission and distribution price reform. The cross-regional inter-provincial renewable energy power spot transaction pilot was further promoted. The competition mechanism of the power-selling market was gradually established, and 320 incremental power distribution business pilot projects were launched in three batches. The national electricity market has a total electricity consumption of 802.4 billion kWh, a year-on-year increase of 24.6%, accounting for 24.8% of the total electricity consumption of the whole society. The cross-regional inter-provincial market-based transaction power increased by 32.6% year-on-year, and the coal-fired electricity price was 0.03 yuan lower than the on-grid price. / kWh, hydropower, photovoltaic, wind power and other renewable energy prices fell 0.06 yuan -0.08 yuan / kWh. East China, North China, the southern regional market electricity accounted for more than 70% of the country.
Energy consumption is growing rapidly, and overall industry benefits are improving.
Li Fulong introduced that in the first three quarters, national energy consumption continued to pick up, supply quality continued to improve, energy structure was further optimized, energy transformation continued to advance, and major indicators were better than expected. The following characteristics were observed: Energy consumption grew rapidly, energy transformation continued, energy The supply quality has been gradually improved, the energy supplementing and short-board project has been accelerated, the energy industry has benefited, and the overall efficiency has improved.
Among them, energy consumption grew rapidly, mainly due to the continued recovery of coal consumption, relatively stable oil consumption, and rapid growth in natural gas and electricity consumption.
The energy industry's efficiency and efficiency improved overall. The total profit of the energy industry in the first eight months increased by 25.1% year-on-year, accounting for 17.8% of industrial enterprises, up 5 percentage points over the same period of last year. Li Fulong said that in the first three quarters, the coal-fired excess capacity was resolved. Driven by the rapid growth of electricity consumption, the utilization rate of power generation equipment in the country has been declining for six consecutive years. The utilization hours of power generation equipment increased by 94 hours compared with the same period of last year. The renewable energy power generation dispatching was optimized everywhere, and the new energy consumption space continued to expand. Abandoning wind and abandoning light is obviously relieved.
