The electricity consumption of the whole society will maintain a steady growth trend

According to the "Analysis and Forecast Report on the National Electricity Supply and Demand Situation in the Third Quarter of 2022" recently released by the China Electricity Council, taking into account the national policy measures to stabilize the economy and the forecast of winter temperature, it is expected that the electricity consumption of the whole society will continue to grow steadily in the fourth quarter of this year, and the electricity consumption of the whole society will increase by 4% to 5%
year-on-year.

According to the report, according to the forecast of electricity demand, taking into account factors such as medium- and long-term transaction contract boundaries, new production installations, inter-provincial and cross-regional power exchange, power generation obstruction and reasonable backup, it is expected that the overall balance of national power supply and demand during the peak winter period is expected, and the power supply and demand during peak hours in some regions are tight
.
From a sub-regional perspective, it is expected that the power supply and demand in North China and Northeast China will be basically balanced during the peak winter period.
The supply and demand of electricity in East China, Central China, Northwest China and South China are tight
.

The fourth quarter is a critical period
for the power industry to meet the peak winter.
In order to ensure a safe and stable winter, the report puts forward several suggestions: First, ensure the reliable supply
of electricity fuel.
Continue to increase the
release of advanced coal production capacity.
Encourage coal mines to increase production capacity
in emergencies.
Carry out supervision of the signing of medium- and long-term contracts in provinces with large coal resources, improve the fulfillment of long-term agreements, and ensure the stable supply
of thermal coal.
At the same time, strengthen the supervision and management of coal quality, and increase the enforcement of contracts for thermal coal and power generation gas in areas with tight power supply during peak winter, such as Yunnan, Guizhou, Hunan, Sichuan, Guangdong, Zhejiang, Shanghai and other places
.

The second is to provide policy support
for the effective channeling of coal power prices and costs.
Coordinate and urge all regions to strictly implement Document No.
1439 of the Development and Reform Price [2021] to ensure that coal power prices are effectively raised and the costs
of coal power enterprises are channeled.
For areas where electricity prices are still misaligned with coal prices after they rise, consider re-approving the benchmark price to alleviate the difficult situation of enterprise operation as soon as possible and improve the ability
to ensure supply.
Introduce a list of high-energy-consuming enterprises to implement market-traded electricity prices, and prohibit the trading
of preferential electricity prices for high-energy-consuming enterprises.

The third is to give full play to the role of the power grid in optimizing the allocation of
resources.
Give full play to the advantages of the large power grid platform, make good use of the inter-provincial power spot market, and increase the support for cross-provincial and cross-regional power grid peak shifting and surplus adjustment
.
Strengthen cooperation with meteorological and water conservancy departments, continue to track and pay attention to the progress of water storage in key reservoirs, rationally arrange hydropower generation, and coordinate winter supply and water storage
.
Accelerate the construction of key transmission channel projects to meet the peak and winter to ensure that they are put into operation and play a role
on schedule.
Promote the deep integration of digital technology and power grid development, continue to optimize the whole process of power generation, transmission, transformation and distribution, and further improve the transmission capacity
of the power grid.

The fourth is to ensure the stable production of
electricity.
Actively dock with coal-producing provinces and accelerate the work of
winter coal storage.
Strengthen the operation management of in-service units, reduce unplanned shutdowns and obstructions, and ensure stable and full development
of units.
Shanghai, Zhejiang, Guangdong and other provinces with a large proportion of gas-fired power generation should do a good job in gas resource allocation, unit operation and maintenance, etc.
, to ensure the peak capacity
of gas-fired power generation.
Sichuan, Yunnan and other major hydropower provinces have done a good job in water storage and water conservation, laying a good foundation
for the peak winter.

Fifth, do a good job in demand-side management and guide the society to improve the awareness of
energy conservation and electricity saving.
Improve the orderly power consumption management mechanism and orderly power consumption plan to ensure that the adjustable load scale fully covers the gap
between power supply and demand.
Introduce a demand-side response market-oriented mechanism as soon as possible to encourage users to actively participate in demand response
such as system peak shaving and frequency regulation.
Vigorously publicize the knowledge of energy conservation, advocate low-carbon and environmentally friendly life, and increase the awareness of conservation and ecological awareness
of the whole people.
(Liao Ruiling)