China Development Network News: On July 28, the National Energy Administration held a regular press conference in Beijing to announce the energy economic situation in the first half of 2021, the status of renewable energy grid connection, and introduce the power flood prevention and relief of the National Energy Administration and the peak summer. Interpretation of the "Guiding Opinions on Accelerating the Development of New Energy Storage" and answer questions from reporters.
1. Energy and economic situation in the first half of 2021
Since the beginning of this year, my country’s economy has continued to recover steadily and energy demand has grown rapidly. Entering the second quarter, the growth rate of energy consumption has slowed down from the first quarter. , The growth rate decreased by 5 percentage points compared with the first quarter, but the consumption of coal and electricity grew rapidly. The new feature of “not weak in the off-season” was highlighted. We will strengthen overall planning and coordination to ensure the safe and stable supply of energy.
my country's energy situation in the first half of 2021 has the following three characteristics:
One is the rapid growth of energy consumption. The electricity consumption of the whole society has grown rapidly, and the contribution rate of industrial electricity consumption has obviously exceeded the level of previous years. In the first half of the year, the electricity consumption of the whole society increased by 16.2% year-on-year, an increase of 15.8% over the same period in 2019, and an average increase of 7.6% over the same period in the two years. Industry is the main driving force for the growth of electricity consumption. In the first half of the year, industrial electricity consumption increased by 16.5% year-on-year, which contributed nearly 70% to the growth of electricity consumption in the whole society. Coal consumption has grown rapidly, and coal consumption for power generation and building materials has increased significantly. In the first half of the year, coal consumption increased by 10.7% year-on-year and 8.1% year-on-year. Among them, coal used for power generation and building materials continued to grow rapidly, with a year-on-year increase of 15.7% and 12% respectively. The contribution rate of electricity coal to the growth of coal consumption reached 76.7%.
Natural gas consumption continued to grow rapidly, and industrial gas consumption exceeded previous years. In the first half of the year, natural gas market demand was strong, with a year-on-year growth of 21.2% and an increase of 23.5% over the same period in 2019. The average growth rate over the same period in the two years was 11.1%, basically reaching the average annual growth level of the "13th Five-Year Plan". Among them, industrial gas has maintained a rapid growth trend, with a year-on-year increase of 26.6%, with a contribution rate of 44.7%; gas for power generation increased by 15.2% year-on-year, and the role of gas power in ensuring power supply has further appeared. The consumption of refined oil continues to pick up, and gasoline consumption has returned to the level before the epidemic. Since the second quarter, refined oil consumption has continued to recover steadily. Refined oil consumption in the first half of the year increased by 15.7% year-on-year. Among them, gasoline consumption increased by 22.3% year-on-year and 2.2% year-on-year; diesel demand remained stable, with a year-on-year increase of 2.7%.
Second, the overall energy supply and demand are in a tight balance. Since the beginning of this year, the country’s highest electricity load has hit a record high for the same period for six consecutive months. Some regions have adopted orderly electricity consumption measures; coal supply has been tight and prices have fluctuated at high levels. In the face of rapidly increasing energy demand, the National Energy Administration has organized relevant companies to ensure the safe and stable supply of energy. The output of major energy varieties has continued to grow, and the supply capacity has been further enhanced.
Make every effort to ensure the stable supply of electricity. Continue to track and monitor the power supply and demand situation, vigorously support the commissioning of supporting power sources, consolidate the responsibility of ensuring supply, give full play to the role of the optimization of large grid resources, flexibly adjust the surplus gaps between provinces, and ensure the security and stability of the power grid and power supply. In the first half of the year, the national power generation installed scale A year-on-year increase of 9.5%, of which wind power and solar power installed capacity increased by 34.7% and 23.7% year-on-year; power generation increased by 13.7% year-on-year
Efforts to increase coal production and supply. Strengthen monitoring and dispatch, actively tap the potential to increase production, coordinate key areas to strengthen long-term cooperation agreements, make every effort to increase coal production and supply under the premise of ensuring safety, and strive to increase the level of thermal coal inventory, which basically meets the needs of economic and social development. In the first half of the year, raw coal production A year-on-year increase of 6.4%.
Continue to maintain a stable supply of oil and gas. Vigorously increase oil and gas exploration and development efforts, and make every effort to promote stable crude oil production and increase production. Natural gas continued to increase production. In the first half of the year, crude oil production increased steadily by 2.4%, natural gas production increased rapidly by 10.9%, crude oil imports fell by 3% year-on-year, and natural gas imports increased by 23.8% year-on-year. , Of which LNG imports increased by 27.8% year-on-year
The third is to accelerate the pace of clean and low-carbon transformation. The National Energy Administration continued to promote the consumption of renewable energy, and issued the "Notice on Responsibility Weights and Related Matters for Renewable Energy Consumption in 2021" and "Comprehensive Supervision Work Plan for Clean Energy Consumption". In the first half of the year, hydropower, nuclear power, wind power, The cumulative power generation of solar power increased by 10.2% year-on-year. At the same time, continue to promote the construction of major clean energy projects. The first batch of units of the Baihetan Hydropower Station were put into operation, and the world's largest single-unit capacity of 1 million kilowatts of hydro-turbine generators has achieved a major breakthrough in my country's high-end equipment manufacturing; all units of the Wudongde Hydropower Station have been put into operation for power generation; The first reactor of Hualong No. 1 Fuqing Nuclear Power Unit No. 5, Tianwan Nuclear Power Unit No. 6 was put into operation, No. 7 and No. 8 units, and No. 3 and No. 4 units of Xudabao Nuclear Power Plant, and the Hainan Changjiang small reactor was approved to start construction.
As of the end of June, the total installed capacity of hydropower, nuclear power, wind power, and solar power was approximately 990 million kilowatts, accounting for 43.9% of the total installed power capacity, an increase of 2.9 percentage points from the same period last year.
2. my country's renewable energy development in the first half of 2021 mainly includes the following five aspects:
(1) The overall development of renewable energy. In the first half of this year, the National Energy Administration conscientiously implemented the new energy security strategy of "Four Revolutions, One Cooperation" by General Secretary Jinping and the decisions and deployments of the Party Central Committee and the State Council, anchored carbon peaks and carbon neutral goals, and focused on renewable energy planning policies. , Major project construction and energy and people's livelihood guarantee, strive to improve governance capabilities and service levels, and actively promote the high-quality development of renewable energy. The installed scale of renewable energy has steadily expanded. As of the end of June 2021, the national installed capacity of renewable energy power generation reached 971 million kilowatts. Among them, hydropower installed capacity is 378 million kilowatts (of which pumped storage is 32.14 million kilowatts), wind power installed capacity is 292 million kilowatts, photovoltaic power generation capacity is 268 million kilowatts, and biomass power generation capacity is 33.19 million kilowatts. Renewable energy power generation continues to grow. From January to June 2021, the national renewable energy power generation capacity will reach 1.06 trillion kilowatt-hours. Among them, hydropower above designated size was 482.67 billion kwh, a year-on-year increase of 1.4%; wind power was 344.18 billion kwh, a year-on-year increase of about 44.6%; photovoltaic power generation was 157.64 billion kwh, a year-on-year increase of about 23.4%; biomass power generation was 77.95 billion kwh, a year-on-year increase About 26.6%. Renewable energy maintains a high level of utilization. From January to June of 2021, the country’s major river basins have abandoned water power of approximately 5.364 billion kWh, and the water energy utilization rate is about 98.43%, an increase of 0.07 percentage points from the same period last year; the country’s curtailed wind power is approximately 12.64 billion kWh, with an average utilization rate of 96.4 %, an increase of 0.3 percentage points from the same period last year; the national waste of electricity was 3.32 billion kWh, and the average utilization rate was 97.9%, an increase of 0.07 percentage points from the same period last year.
(2) Construction and operation of hydropower. From January to June 2021, the nation’s new grid-connected hydropower capacity will be 7.69 million kilowatts. As of the end of June this year, the country’s installed hydropower capacity was approximately 378 million kilowatts, of which pumped storage capacity was 32.14 million kilowatts. Positive progress has been made in the construction of major hydropower projects. The first batch of units of the Baihetan Hydropower Station was put into operation on June 28 safely and on time. The total installed capacity of the power station is 16 million kilowatts. It is the largest hydropower project under construction in the world and the most technically difficult hydropower project. After completion, it is the second largest hydropower station in the world. With a capacity of 1 million kilowatts, the world's first, it adopts a fully domestically-produced hydro-turbine generator set independently designed and manufactured by my country, which fills the technological gap of hydropower in the world. As of July 28, 4 units have been put into operation for power generation; Wudongde Hydropower Station All units have been put into operation for power generation in June 2021; the Lianghekou Hydropower Station is expected to be put into operation for power generation in September this year. From January to June 2021, the national hydropower generation capacity above designated size was 482.67 billion kWh, a year-on-year increase of 1.4%. The average utilization hours of hydropower nationwide was 1,496 hours, a year-on-year decrease of 33 hours. From January to June 2021, the country’s major river basins have abandoned water power of approximately 5.364 billion kWh, a decrease of 417 million kWh compared with the same period last year, and the water energy utilization rate is approximately 98.43%, an increase of 0.07 percentage points year-on-year. Water abandonment mainly occurred in Henan and Sichuan provinces. Henan Province’s abandoned water power was 3.372 billion kWh, mainly at the Xiaolangdi Water Control Project. The main reason was that the power plant was flooded in March and all units did not resume power generation until June. Hydropower was 1.160 billion kWh, a decrease of 2.517 billion kWh compared with the same period last year; the amount of water abandoned in other provinces remained at a relatively low level.
(3) Wind power construction and operation status. From January to June 2021, the nationwide new installed capacity of wind power will be 10.84 million kilowatts, of which 8.694 million kilowatts of onshore wind power and 2.146 million kilowatts of offshore wind power. In terms of the distribution of new installed capacity, the central-eastern and southern regions accounted for about 59%, and the "Three North" regions accounted for about 41%. The layout of wind power development has been further optimized. As of the end of June 2021, the cumulative installed capacity of wind power nationwide has reached 292 million kilowatts, of which onshore wind power has accumulated 281 million kilowatts and offshore wind power has accumulated 11.134 million kilowatts. From January to June 2021, the national wind power generation capacity was 344.18 billion kWh, a year-on-year increase of 44.6%; the number of utilization hours was 1,212 hours. Among the provinces with higher utilization hours, Yunnan 1,769 hours, Mengxi 1,426 hours, and Sichuan 1,415 hours. In the first half of this year, the country’s curtailment of wind power was approximately 12.64 billion kWh, and the curtailment rate was 3.6%, a decrease of 0.3% year-on-year. Especially in Xinjiang, Hunan and Gansu, the curtailment rate dropped significantly year-on-year, with a curtailment rate of 8% in Xinjiang and 8% in Hunan. The wind rate was 2% and the wind curtailment rate in Gansu was 4%, down 4.2, 3.2 and 3 percentage points year-on-year respectively.
(4) Construction and operation of photovoltaic power generation. From January to June 2021, the country's newly installed photovoltaic capacity will be 13.01 million kilowatts, including 5.36 million kilowatts of photovoltaic power plants and 7.65 million kilowatts of distributed photovoltaics. As of the end of June 2021, the cumulative installed capacity of photovoltaic power generation was 268 million kilowatts. From the perspective of the newly installed capacity, the regions with relatively high installed capacity are North China, East China and Central China, which account for 44%, 22% and 14% of the country's newly installed capacity respectively. From January to June 2021, the national photovoltaic power generation capacity was 157.64 billion kWh, a year-on-year increase of 23.4%; utilization hours were 660 hours, a year-on-year decrease of 3 hours; areas with higher utilization hours were 790 hours in Northeast China and 652 hours in North China. Among them, Jilin 868 hours, Heilongjiang 868 hours and Sichuan 875 hours. From January to June 2021, the total amount of solar energy abandoned nationwide was approximately 3.32 billion kWh, and the rate of solar energy curtailment was 2.1%, a year-on-year decrease of 0.07 percentage points. The solar curtailment rate in Northwest China and North China, where the problem of photovoltaic consumption is more prominent, dropped to 4.9% and 2%, respectively, a year-on-year decrease of 0.3 and 0.5 percentage points.
(5) Construction and operation of biomass power generation. From January to June 2021, biomass power generation will add 3.674 million kilowatts of installed capacity, with a cumulative installed capacity of 33.193 million kilowatts, and biomass power generation of 77.95 billion kilowatt-hours. The top five provinces with cumulative installed capacity are Shandong, Guangdong, Zhejiang, Jiangsu and Anhui, with 3.706 million kilowatts, 3.170 million kilowatts, 2.745 million kilowatts, 2.517 million kilowatts and 2.302 million kilowatts; the top five newly-added installed provinces They are Hebei, Guangdong, Zhejiang, Sichuan, and Henan, with 439,000 kilowatts, 345,000 kilowatts, 344,000 kilowatts, 284,000 kilowatts, and 262,000 kilowatts respectively; the top six provinces in terms of annual power generation are Guangdong, Shandong, Zhejiang, and Jiangsu , Anhui and Henan, respectively, 9.77 billion kWh, 9.07 billion kWh, 6.92 billion kWh, 6.54 billion kWh, 5.60 billion kWh.