In 2017, the total social power consumption increased by 6.6%. The thermal power industry is still in excess

The Press Conference of the National Development and Reform Commission held on January 22 announced the data of electricity consumption in the whole society in 2017.

Yan Pengcheng, director of the Policy Research Office and spokesman of the National Development and Reform Commission, said that in 2017, the entire society used 6.3 trillion kilowatt-hours of electricity, an increase of 6.6% year-on-year, an increase of 1.6 percentage points from the same period last year.

Lin Boqiang, Dean of the China Energy Policy Institute of Xiamen University, analyzed 21st Century Business Herald reporters. In 2017, 6.6% of electricity consumption growth and 6.9% of economic growth basically matched each other. This shows that China’s economic growth is higher than market expectations. Based on.

According to the statistics of the National Energy Administration, in 2017, the nation’s investment in power infrastructure reached 270 billion yuan, a year-on-year decrease of 20.8%. Of which, hydropower reached 61.8 billion, an increase of 0.1% year-on-year; thermal power completed 74 billion yuan, a year-on-year decrease of 33.9%; nuclear power completed 39.5 billion yuan, a year-on-year decrease of 21.6%.

In addition, Yan Pengcheng introduced that in 2017, the National Development and Reform Commission together with related departments and power companies throughout the country vigorously promoted the power marketization transaction, and the power market construction took shape. The transaction power amounted to 1.63 trillion kWh, a 45% increase over the same period of last year, accounting for the proportion of total social energy consumption. About 26%, an increase of 7 percentage points year-on-year, for industrial and commercial enterprises to reduce electricity bills 60.3 billion.

Electricity consumption demand may have come out of the bottom

The structure of electricity consumption in the entire society in 2017 has attracted attention.

Yan Pengcheng pointed out at the press conference on January 22 that the electricity production of primary and secondary production increased by 7.3% and 6.6% year-on-year, respectively, and the growth rates increased by 2.0 and 2.7 percentage points respectively; the electricity consumption of tertiary industry and households were respectively year-on-year The growth rate was 10.7% and 7.8%, and the growth rate dropped by 0.6% and 3.1% respectively.

In terms of sub-industry, the contribution rate of the second-generation electricity consumption to the growth of electricity consumption in the whole society is 60.2%, which drives the growth of electricity consumption in the entire society by 3.9 percentage points.

Among them, the electricity consumption in the manufacturing industry increased by 5.8% year-on-year, and the rapid growth was in the petroleum processing coking and nuclear fuel processing industry, the transportation electrical and electronic equipment manufacturing industry, and the general and special equipment manufacturing industries, which grew by 12.2%, 10.3% and 10.3% respectively. .

At the same time, triple-digit electricity use achieved a rapid double-digit growth, among which information transmission, computer services, and software use increased by 14.6% year-on-year, while transportation, warehousing, and postal use increased 13.3% year-on-year.

In the three production and use of electricity, the pull of new economy and new business can not be ignored. According to the introduction of Ning Jijun, the director of the National Bureau of Statistics, on January 18, 2017, the online retail sales of physical goods increased by 28%, online retail sales of non-physical goods grew faster, and the express delivery volume maintained an increase of nearly 30%.

Lin Boqiang analyzed that from the perspective of electricity consumption, electricity consumption demand has already reached the bottom of the downward cycle since 2014, and it is expected that the growth rate of electricity consumption in the future is expected to maintain a relatively rapid growth rate.

“The growth rate of electricity use is affected by climate and weather factors. Regardless of climate and weather factors, it is expected that the total electricity consumption of society in 2018 will be slightly higher than that of 2017 in terms of the demand for economic growth.” Hu Zhaoguang, former vice president of the Energy Research Institute, analyzed the reporters of the 21st century.

Abandoned water abandoned abandoned light

According to statistics from the National Energy Administration, from the perspective of the power generation side, in 2017, the cumulative average utilization time of power generation equipment for power plants with 6000 kW or more across the country was 3,786 hours, a year-on-year decrease of 11 hours.

Among them, the average utilization hours of hydropower equipment was 3,579 hours, a decrease of 40 hours year-on-year; the average utilization hours of thermal power equipment was 4,209 hours, an increase of 23 hours year-on-year.

In this regard, Lin Boqiang analysis, the average annual utilization of thermal power to achieve the year-on-year growth is mainly due to thermal power production reasons, but the current average hours of thermal power utilization is still far below the normal conditions of 5000 hours, thermal power industry is still in excess.

Yan Pengcheng introduced at the press conference on January 22, from the perspective of power generation, the national power generation in 2017 increased by 6.5% year-on-year, of which thermal power generation increased by 5.2% year-on-year. The amount of clean energy generated grew by 10% year-on-year, and the growth rate was 4.8 percentage points higher than that of thermal power. Among them, hydropower, nuclear power, wind power, and solar power output increased by 1.7%, 16.5%, 26.3%, and 75.4% year-on-year respectively.

In this regard, Hanghu Solar Chairman Ding Wenlei's analysis of the 21st Century Business Herald reported that among all kinds of power sources, the growth rate of solar power generation is the highest. On the one hand, it has a relatively small relationship with its base number. On the other hand, it shows that solar power also has a broad Expansion capacity. It is estimated that the installed capacity of solar energy will decrease slightly in 2018, about 45GW.

Yan Pengcheng introduced that inter-provincial trans-regional electricity market trading effectively reduced abandoned water and abandoned wind.

According to preliminary statistics, trans-provincial clean energy delivered 588.7 billion kwh of electricity, which accounted for 54.5% of the total electricity delivered. Among them, the completion of southwest hydropower delivered 263.8 billion kwh, an increase of 10.2%, which played a positive role in reducing water and electricity in Southwest China. Achieving wind power and photovoltaic power generation trans-provincial-to-provincial market transaction volume of 36.6 billion kWh, an increase of 26% year-on-year, which eased the pressure of abandoning wind and deserting the "Three North" region.

At the National Energy Work Conference held on December 26, 2017, the National Energy Administration Director Nur Baikli said that the National Energy Administration will promote the abandonment of abandoned and abandoned winds and reduce the ratio of electricity to electricity and the ratio of power cuts year by year. By 2020, it will be nationwide. Basically solve the problem within.

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