Development and Reform Commission: The supply and demand situation in some regions was relatively tight in the first half of the year

Release the operation status of the power industry in the first half of 2011

In the first half of the year, both the national electricity generation and consumption maintained rapid growth; Due to various factors such as rapid demand growth, insufficient water supply, tight coal supply, and losses in thermal power, the electricity supply and demand situation in regions such as East China, Central China, and South China is relatively tight.

　　The power generation is growing rapidly, but the growth rate of new installed capacity is slowing down

From January to June, the national power generation reached 2216.6 billion kilowatt hours, a year-on-year increase of 13.5%. The growth rate is only lower than the 16% in the first half of 2007, which is the second highest level since the same period in 2006. Among them, hydropower reached 274.2 billion kilowatt hours, a year-on-year increase of 12.5%; Thermal power generation reached 1843.3 billion kilowatt hours, a year-on-year increase of 12.5%; Nuclear power reached 41.4 billion kilowatt hours, a year-on-year increase of 24.2%.

As of the end of June, the power generation equipment capacity of power plants with a capacity of 6000 kilowatts and above in China was 961.66 million kilowatts, a year-on-year increase of 10.5%. Among them, hydropower reached 188.74 million kilowatts, a year-on-year increase of 8.7%; Thermal power reached 724.48 million kilowatts, a year-on-year increase of 8.9%; Nuclear power reached 10.82 million kilowatts, a year-on-year increase of 19.2%; Wind power reached 37 million kilowatts, a year-on-year increase of 70.1%. In terms of growth rate, the growth rates of installed power generation and thermal power generation are both at the second lowest level since 2006, only higher than the first half of 2009.

　　The overall water supply is relatively dry compared to the usual average, and hydropower has increased year-on-year

In the first five months, the national average precipitation was relatively low compared to the same period of the year, with a 51% drop in April and a 12% drop in May. Entering June, the inflow of water in the main watersheds of Central and East China has significantly improved, with the national average precipitation being 5.9% higher than the same period in previous years; Due to the influence of precipitation distribution, the overall inflow of water from key hydropower plants is slightly dry compared to the annual average. However, due to factors such as a significant increase in installed capacity, hydropower generation in the first half of the year still increased by 12.5% year-on-year. As of the end of June, the adjustable water volume of key hydropower plants in China was 63.4 billion cubic meters, a year-on-year decrease of 15.7%; The energy storage value is 17.1 billion kilowatt hours, a year-on-year decrease of 14%, which may have a negative impact on hydropower output in the later stage.

　　The growth rate of electricity consumption remains at a high level, with the central and western regions higher than the eastern regions

In the first half of the year, the growth rate of electricity consumption in the whole society remained at a relatively high level of over 10%, with a cumulative year-on-year increase of 12.2%. Among them, the growth rate of electricity consumption from March to May showed a slowing trend, at 13.4%, 11.2%, and 10.8% respectively, and rebounded to 13% in June.

From a regional perspective, the central and western regions are faster than the eastern regions. In the first half of the year, electricity consumption in the eastern, central, and western regions increased by 11%, 11.3%, and 15.8% year-on-year, respectively, accelerating by 5.9, 2.6, and 3.8 percentage points year-on-year.

Looking at provinces and cities, the provinces with electricity consumption growth exceeding 15% in the first half of the year are Xinjiang (31.2%), Jiangxi (21.4%), Fujian (20.6%), Yunnan (19.3%), Ningxia (15.9%), Hainan (15.9%), Qinghai (15.6%), Gansu (15.3%), and Inner Mongolia (15.1%), respectively. Chongqing, Guizhou, and Shaanxi have also basically reached 15%.

　　Power supply and demand are tight in some regions

From January to June, 20, 8, 9, 8, 11, and 14 provinces (regions, cities) across the country implemented orderly measures for electricity consumption. Among them, Zhejiang, Guangdong, and Guizhou have limited electricity every month, while Jiangxi and Hunan have limited electricity except for February. In terms of the degree of gap, the largest gap in electricity supply in January was nearly 30 million kilowatts; Significant improvement from the end of January to March; 4. In May, due to poor water supply and difficulties in thermal power operation, the power gap increased again, and the maximum power load limit was 18 million kilowatts. In June, there were multiple rounds of large-scale precipitation in the East China and Central China power grid regions, resulting in a significant increase in hydropower output, lower air conditioning loads, and a significant easing of power supply shortages. In the middle and late months, no peak shifting measures were taken; However, due to factors such as low water supply, high temperatures, and tight coal supply, the contradiction between electricity supply and demand is more prominent in Southern Power Grid, and Guangdong and Guizhou continue to impose power restrictions.

　　The driving effect of electricity consumption growth in high energy consuming industries is still relatively significant

In the first half of the year, the growth of electricity consumption in the four high energy consuming industries of building materials, metallurgy, chemical engineering, and non-ferrous metals showed some differentiation. The growth rate of electricity consumption in building materials and metallurgy was relatively fast, with a cumulative year-on-year increase of 19.8% and 12.5% respectively; The growth rates of chemical and non-ferrous electricity consumption are hovering at a low level, with cumulative year-on-year increases of 7.5% and 6.7% respectively. The total electricity consumption of the four high energy consuming industries was 748.2 billion kilowatt hours, a year-on-year increase of 11.2%, which was 1 percentage point lower than the national average, driving a 3.8 percentage point increase in electricity consumption in the whole society.

Looking at provinces and cities, there has been a significant increase in electricity consumption in high energy consuming industries in central and western provinces. From January to June, the provinces with the fastest growth in electricity consumption in the four high energy consuming industries were Xinjiang (48.2%), Yunnan (26%), Jiangxi (20.3%), Fujian (19.5%), Inner Mongolia (16.8%), Chongqing (16.7%), and Qinghai (15.8%). (Source: National Development and Reform Commission)