Coal price increase grid construction lags behind the Yangtze River Delta "electricity shortage"

The four provinces and one city in Shanghai, Jiangsu, Zhejiang and Anhui provinces under the jurisdiction of East China Power Grid have experienced severe power shortages in summer. In the past two months, power cuts have occurred in Zhejiang, Jiangsu and Anhui provinces. According to the prediction of East China Power Grid Corporation, during the summer peak period, the power gap in East China's entire network is expected to reach 19 million kilowatts. Relevant experts believe that this year may be the most difficult year since the big power shortage in 2004. At present, coal price hikes and grid construction lags intensify the Yangtze River Delta “electricity shortage”, and the solution is to gradually adjust to thermal power generation. The power supply structure will increase the proportion of new energy power generation, and at the same time strengthen inter-regional power dispatching and mutual assistance, while accelerating the construction of cross-regional power grids. The continuous increase in coal prices has led to the expansion of power plant losses. The latest data shows that the price of thermal coal in ports around the Bohai Sea region has risen for eight consecutive weeks. As the wind coal price of Qinhuangdao Port, the wind vane of China's coal market, it has once again set a new two-and-a-half-year high. Prices have risen by 5 yuan per ton. The rising domestic coal price has caused large-scale coal-fired power plants in coastal areas to suffer from power generation losses. It is understood that under the current price of thermal coal, coal-fired units below 600,000 kilowatts in Jiangsu Province are already in a dilemma of generating electricity, which is a loss. The reporter learned similar situations from Jiangsu Yangzhou No. 2 Power Plant and Huaneng Jinling Power Plant. According to the Electric Energy Department of the Jiangsu Provincial Economic and Information Commission, as of the end of 2010, the installed capacity of power in Jiangsu Province reached 65.48 million kilowatts, of which the installed capacity of coal-fired units accounted for 84%, and the power generation accounted for 88%. Under this power installation pattern, Jiangsu Baodian Coal is the power supply. Jiangsu is a province with one energy shortage. In addition to coal production in Xuzhou, more than 90% of coal needs to be purchased from outside the province. Coal in Jiangsu Province is mainly sourced from Inner Mongolia, Shanxi, Anhui and other places. The coal-fired power plants in Jiangsu are mainly distributed along the Yangtze River. The coal purchased from Anhui is transported into Jiangsu by inland water transport, while the coal in Inner Mongolia and Shanxi is mainly transferred to Qinhuangdao via the railway and then transferred to sea. Finally, the water is transported by Haijinjiang. Arrived at major coal-fired power plants. The power supply situation in Jiangsu this summer is very serious. According to Gu Yufang, deputy director of Jiangsu Provincial Economic and Information Commission and commissioner of Nanjing Electric Power Supervision Office, Jiangsu will become the province with the largest power shortage in China this summer. It is estimated that the highest power load in Jiangsu province will be 69 million kilowatts, an increase of 14%. At present, the province's unified installed capacity is 57.6 million kilowatts. Considering the intermittent nature of wind power generation and the uncertainties of gas supply, it is expected that the maximum adjustment gap will probably exceed 11 million kilowatts, with a gap of 16%. It is difficult for the power grid construction to lag outside the Zhejiang area. Zhejiang Province is experiencing the most serious power shortage in recent years. "After a few years of loose days, I did not expect the power shortage to come again." In the past two months, Li Jihong, director of the Zhejiang Electric Power Dispatch and Communication Center, is busy with the same thing almost every day: "digging the surplus electricity in the surrounding provinces and cities." "come. Although the daily purchase of electricity in Zhejiang Province has surged by half in the planned purchase of electricity, the power cuts are still unavoidable. A large number of enterprises have to face “open three stop one” and “weekly stop two” in the spring season. Form of power limiting measures. According to Zhejiang Electric Power Company, the power gap of Zhejiang Power Grid during the peak summer season is 3 million to 5 million kilowatts. Relevant experts believe that on the one hand, Zhejiang's new power supply capacity can not keep up with the increase in demand for electricity. In 2010, the installed capacity of new production in Zhejiang Province was only 830,000 kilowatts. So far, no new units have been put into operation this year, and the increased power load since March last year was 6 million kilowatts. According to the existing power supply construction plan in Zhejiang Province, the planned installed capacity of the planned production in 2011 is only 2.6 million kilowatts, and the gap is obvious. On the other hand, the construction of Zhejiang's power channel lags behind, and some power transmission and transformation projects are difficult to construct, resulting in the inability to send incoming calls outside the region, which also aggravated the power shortage in Zhejiang. In the construction of power channel projects, the planned projects have been in a situation where planning and approval cannot keep up with market changes. In the first half of 2010, Zhejiang Province reported to the relevant state departments the approval application for the East-East Power Transmission Project. At present, the standardization construction of the line engineering project department of the electric power department has been completed, but the approval approval has not been delayed. The "Electricity Difficulties Bureau" warns that economic restructuring should not be delayed. The industry believes that for all levels of government, the power shortage test is a warning of the urgency of its economic restructuring. Statistics show that in the first quarter of this year, the total electricity consumption in East China increased by 14.9% year-on-year, exceeding the five-year average of the 11th Five-Year Plan. Among them, the electricity consumption in Zhejiang Province increased by 15% year-on-year, and the electricity consumption in Jiangsu Province increased by 14.8%. Yang Zonglin, senior engineer of the development planning department of East China Power Grid Corporation, believes that the demand for power in the Yangtze River Delta has grown strongly this year. In April, the demand for electricity in Zhejiang Province increased by more than 20%, but the structural contradictions are prominent. In terms of power supply and demand, there are still seasonal and The problem of regional imbalances. The relevant person in charge of the China Electricity Council said that at present, Zhejiang, Jiangsu, Jiangxi, Hunan, Chongqing and other places have appeared in the off-season electricity shortage before the summer peak, while at the same time, Inner Mongolia, Gansu, Xinjiang and other places are facing power delivery. Difficulties, the emergence of the problem of "power shortage in the east, power in the west", that is, structural contradictions. Yang Zonglin said that China's existing power supply structure is mainly based on thermal power. More than 80% of the country's power supply installed capacity is thermal power. Once coal-fired power plants are in short supply or coal prices rise, they will have an impact on power generation. In the long run, we should gradually reduce the proportion of coal-fired power generation in power generation, reduce dependence on coal, and increase the proportion of new energy generation such as hydropower, nuclear power, wind power and solar energy. From the perspective of electricity consumption structure, industrial electricity still accounts for an absolute proportion. Professor Yang Jianhua, director of the Research Center of the Zhejiang Academy of Social Sciences, analyzed that in the first quarter, fixed assets investment in Zhejiang Province increased by 29% year-on-year, and the added value of heavy industry increased by 13.7%, while the energy consumption of high-energy-consuming industries such as chemical and non-ferrous metal manufacturing increased by as much as 20%. %. The reporter found in the ten provinces with the largest proportion of industrial electricity consumption in Zhejiang Province that the highest rate of electricity consumption in January-March this year was non-ferrous metal smelting and rolling processing industry, a year-on-year increase of 73.17%, followed by It is a non-metallic mineral products industry with a year-on-year increase of 23.82%. In the past few years, the state has requested pilot projects for differential electricity prices, requiring punitive electricity prices for some enterprises and industries that are energy-intensive and do not meet industrial policy guidance. However, in the list of enterprises submitted by the local government of Zhejiang to the power sector and requesting the implementation of differential electricity prices, only six enterprises have been listed so far. A professional said that the national industrial policy-oriented catalogue is only a basic threshold. This threshold is finally set at a high level, and the right to speak is entirely in the local government. Relevant experts believe that only the use of administrative, economic and technological means to promote energy use and economic transformation and upgrading is the way to sustainable development of electricity.

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