The executive meeting of the State Council held on October 8 requested to further improve the supply of electricity and coal this winter and next spring to ensure the basic lives of the people and the stable operation of the economy.
　　 It is the most important responsibility of the national energy industry to go all out to protect electricity, coal, and warmth, and maintain the bottom line of people’s livelihood, development and safety. In the past Eleventh Golden Week, it has become a holiday normal for many energy and electricity people to spare no effort to ensure the supply.
During the National Day holiday, the National Energy Administration held two special meetings to study and implement the spirit of the important instructions of General Secretary Jin Ping on energy and power supply and the instructions of Premier Li Keqiang and Vice Premier Han Zheng, comprehensively study and judge the energy supply and demand situation this winter and next spring, and grasp the dynamics. Regarding the coal supply and demand situation, strengthen the mobilization and deployment of the energy system to ensure energy supply this winter and next spring. The relevant business department of the National Energy Administration worked overtime to fully understand the energy supply situation in key areas, put forward measures and suggestions for existing problems and difficulties, and organized relevant enterprises, dispatched agencies and local energy and power authorities to sort out the peak winter power and electricity balance, and explore Clear the safety base and steadily promote the work of ensuring energy supply and price stabilization.
From October 1st to 6th, the average daily electricity generated and received in the State Grid’s operating areas increased by 15.75% over the same period last year. From October 1st to 7th, China Southern Grid’s entire grid-wide coordinated sales of electricity increased by 20.65% over the same period last year; October 1 From January to the 7th, the National Energy Group’s coal production has accumulated more than 11 million tons, an increase of 8.5% year-on-year; since mid-to-late September, the operating capacity of thermal power units of central power generation companies such as China Huaneng and China Huadian has remained high, with a year-on-year increase of more than 20% …Faced with the continued tightness of energy supply and demand in China, the national energy system is ramping up to provide strong support for promoting stable economic and social operations.
　　 More than 20 provinces implement orderly electricity use
　　 Since late September, from East China and South China to North China and Northeast China, the most severe “power supply and demand tension” in recent years has swept more than 20 provinces and autonomous regions. Power cuts have occurred in some places, affecting normal economic operations and residents’ lives.
On September 30, the Northeast Grid Commission predicted that the largest power gap in Liaoning Province was 5.39 million kilowatts, reaching an orange warning state of severe power shortage. Calculated based on the 35 million kilowatt peak load of the Liaoning power grid last winter, this gap ratio exceeded 15%. .
The reporter learned that since the beginning of this year, the orderly power consumption of the State Grid Corporation’s business area has covered 21 provinces, namely Tianjin, Hebei, Shandong, Jiangsu, Zhejiang, Anhui, Fujian, Hubei, Hunan, Henan, Jiangxi, Sichuan, and Chongqing. , Liaoning, Jilin, Heilongjiang, Mengdong, Shaanxi, Gansu, Xinjiang, Tibet, the largest single-day avoidance peak reached 39.056 million kilowatts (September 29).
　　 China Southern Power Grid faces the same problem. In terms of the ratio of the difference between the maximum power supply capacity and the maximum load demand to the total load, the gap in peak power consumption in Guangdong once exceeded 10%. As of September 23, Guangdong’s highest load demand reached 141 million kilowatts, an increase of 11% from the 2020 peak, and the load hit a record high.
　　 Electricity is a basic industry and the lifeblood of the national economy. Looking back this year, my country’s economy has continued to grow, residents’ consumption has recovered steadily, and the demand for electricity and gas has increased significantly. At the same time, parts of the country have encountered extreme cold weather in winter, continuous high temperature in summer, shortage of electricity and coal supply, frequent storms and floods, and it is difficult to alleviate the tight balance of power supply.
Entering September, many parts of the country are facing the severe situation of large-scale and orderly electricity consumption, leading to the situation of industrial enterprises “stopping four for three” and “stopping five for two” in some provinces, and some provinces have affected the lives of urban and rural residents. , The contradiction between supply and demand in the power industry has become more and more prominent.
　　Long-term, multi-frequency implementation of orderly electricity use can easily cause enterprises to bear greater economic losses due to production suspensions and contract breaches, and the regional economic order may also be affected. In order to minimize the impact of large-scale and orderly use of electricity, the national energy system has entered a state of war.
　　 “Chain Action” is advancing closely
　　 The large-scale power shortage across the country is not a one-day event, and the measures to deal with it will not happen overnight.
　　 In fact, since the beginning of this year, the National Energy Administration has noticed the tight supply and demand of regional and time-based electricity. Zhang Jianhua, director of the National Energy Administration, pointed out in an interview with a reporter from China Electric Power News in April that “In response to the new changes and new characteristics of the power supply and demand situation, the National Energy Administration has organized relevant localities and enterprises to conduct in-depth studies and improve the early warning of the balance of power supply and demand. To strengthen the forecast and early warning of the power supply and demand situation across the country this year and the next three years, rationally arrange power supply construction, prepare emergency plans in advance, and ensure the stable and orderly supply of power in key areas during the peak summer and winter periods.”
　　 Strengthening monitoring and early warning has become the norm. The National Energy Administration gives full play to the role of the “probe” of its dispatched agencies, promptly and accurately discovers important situations and problems in the energy field of various regions, summarizes and analyzes monthly reports, and conducts special research in the office of the director to provide reference for energy supply and policy adjustment and improvement.
　　Since the peak of summer, a series of “chain actions” to ensure the safe and stable supply of energy have been closely advanced:
　　In August, the National Energy Administration has cooperated with and cooperated with the National Development and Reform Commission, the Ministry of Natural Resources, the Ministry of Ecology and Environment, the National Bureau of Mine Safety Supervision, and the National Forestry and Grass Administration to implement classified policies to promote the accelerated release of high-quality and advanced coal production capacity;
In September, a special meeting on intelligent construction of coal mines, speeding up the release of advanced production capacity and a special meeting on natural gas supply in the heating season were held successively to deploy coal and natural gas production and supply in the heating season this winter and next spring, and make arrangements for the supervision of supply guarantees to ensure the people Warm for the winter
　　 On September 28, Zhang Jianhua led a team to Zhangjiakou City, Hebei Province to conduct special investigations and coordinate the promotion of green Olympics, energy supply and energy reform and development;
Since September, the National Energy Administration has sent a team to Ningxia, Shaanxi, Beijing-Tianjin-Hebei, East Meng, Heilongjiang, Hunan, Liaoning, Jilin and other places to investigate and supervise the work of ensuring the supply of coal and natural gas, and supervise and guide local governments and enterprises to increase production and increase production. Supply measures
On September 30, the “Notice on Doing a Good Job in Current Energy Supply Guarantee Work” was issued, requiring all energy regulatory agencies to strengthen the supervision of energy and power supply guarantee, supervise the strengthening of market and risk management and control, and unblock the 12398 energy regulatory complaint hotline for proper resolution. The appeal of the masses;
　　On October 1, the “Notice on Further Improving the Work of Increasing Coal Production and Supply in Winter and Spring” in conjunction with relevant departments, supervised and guided all types of coal mines to go all out to do a good job in coal production and supply;
　　 During the National Day holiday, the staff of the relevant departments of the National Energy Administration stick to their posts, carry out daily scheduling operations and analysis of coal production conditions, guide and urge coal-producing provinces to implement the main responsibilities, use the window period to increase the level of thermal coal inventory, and reduce the pressure on winter supply;
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　　 Since the beginning of this year, the National Energy Administration has resolutely highlighted the protection of energy security and the stability of the supply chain of the industrial chain as a major task. Through special analysis, supervision and research, conferences and discussions, etc., it has paid close attention to various tasks.
　　 Supply and demand imbalance in multiple contexts
　　 Since the beginning of this year, my country’s economy has continued to grow, electricity load has risen rapidly, and the overall national energy supply and demand have been in a tight balance. The highest power load has hit a record high for the same period for 6 consecutive months. In the first half of the year alone, industrial power consumption has increased by 16.5% year-on-year.
　　 The upstream of electricity is coal production and transportation. As the main energy source in my country at this stage, since the coal industry implemented supply-side structural reforms, the quantity and quality of effective production capacity have been improved. However, energy prices in the international market have risen sharply, and domestic coal demand has increased more than expected, which has boosted coal prices.
According to the 35th “CECI Index Analysis Weekly Report” issued by the Office of China Thermal Coal Purchasing Price Index (CECI), as of September 23, the combined offshore price of 5,500 kcal and 5,000 kcal was 1210.44 yuan/ton and 894.08 yuan/ton. Tons, respectively, compared with the monthly comprehensive price in August increased by 157.44 yuan / ton and 65.08 yuan / ton.
　　 In terms of imported coal, the current CECI import index has a combined CIF standard coal price of 1,283 yuan/ton, a sharp increase of 73 yuan/ton from the previous period, an increase of 6.0% from the previous period. The CECI index analysis weekly report stated that global coal resources are tight, ocean freight charges continue to rise, and the price of imported coal continues to rise and set new historical highs.
The price of coal is high, and the market-priced coal price and the “semi-planned, half-market” electricity price cannot yet form an effective channel. On the one hand, “coal price has doubled”, and on the other hand, “distribute one kWh of electricity to lose a dime.” , Operating at a loss puts coal-fired power plants in a dilemma, and the enthusiasm for supply is naturally suppressed.
　　In addition to the intermittency, volatility and randomness of renewable energy power generation, it is difficult to provide a continuous and stable power supply for the load. The recent low inflow of water in major river basins and the drastic reduction of wind power output will cause a decline in power output in a short period of time and affect power supply. From September 23 to 25, it was precisely because of the sudden drop in Liaoning’s wind power output that the power supply gap was pushed to a severe level of 10%-20%.
Many analyses believe that, in addition to the aforementioned factors such as the continuous high price of primary energy and the rapid growth of electricity load, the long-term and multi-frequency implementation of orderly electricity consumption in some areas also uses power cuts and restrictions as a means to high energy-consuming industrial users. It is related to the adoption of production restriction measures in specific industries.
　　Take this year as an example. In the first quarter, some regions ran out of energy consumption indicators for the first half of the year and even the whole year. In order to complete the target, some local governments have begun to increase the work of “dual energy consumption control”, and control the electricity consumption of enterprises with high energy consumption and high pollution. Among them, there is no lack of rough management, and “one size fits all” stop production and limit production.
　　 Go all out to win the battle of power supply guarantee
　　 The reporter learned from the National Energy Administration on October 8 that the measures to increase coal production and supply have seen tangible results.
　　 Since the beginning of this year, my country has stepped up the commissioning of coal mines under construction, and the newly commissioned coal mines (including joint trial operation) have achieved an increase in production capacity of about 100 million tons per year. At the same time, it has been clarified that 15 coal mines in the 5 provinces of Inner Mongolia, Shanxi, Shaanxi, Ningxia, and Xinjiang will go through extension procedures to increase production and supply while ensuring safety, effectively stabilizing coal production capacity by 40 million tons/year.
　　 According to incomplete statistics, since August, about 120 million tons of coal production capacity in my country has been released one after another. This is the latest work result of the energy industry in studying and understanding the decisions and deployments of the Party Central Committee and the State Council, and resolutely implementing the “six guarantees” tasks.
　　 The peak summer has just ended, and the winter peak work has begun. In the face of greater pressure to ensure supply this winter and next spring, the National Energy Administration has made efforts from both sides of supply and demand to take more effective measures to ensure power supply.
　　 First, we must insist on giving priority to people’s livelihood, and resolutely maintain the bottom line of large power grid safety and people’s livelihood. Grid companies should scientifically arrange the operation of the grid, strengthen the management of generating units connected to the grid, and intensify the assessment of non-stop and overdue overhaul of units. Strengthen the monitoring of the operation of important transmission channels and power supply lines for key users, and continue to consolidate the “three lines of defense” to ensure the safe and stable operation of the power grid. Strengthen emergency duty and information reporting, and comprehensively improve emergency response capabilities. Effectively guarantee the people’s livelihood, public services and important users’ electricity, ensure the people’s livelihood, and avoid power cuts.
　　 The second is to continue to increase production and capacity and continue to strengthen primary energy supply. Supervise and urge the main coal-producing areas to increase production and supply, and suspend coal mines where conditions permit to speed up the resumption of production. Promote the implementation of the long-term association of thermal coal, supervise relevant enterprises to speed up the implementation of thermal coal procurement plans, require local governments to assist in procurement funds, transportation capacity, customs clearance and other service guarantees, strengthen the coordination of railway inter-administrative transportation, and simultaneously establish green channels for thermal coal transportation. Supervise and urge local governments to establish a daily dispatch mechanism for coal purchases, and to dynamically grasp the inventory of thermal coal. Expand the scale of imported coal, and urge all coal-deficient provinces to communicate with the railway department in advance to obtain transportation capacity, and to maximize the amount of imported coal resources.
　　 The third is to adhere to the bottom line thinking and urge the relevant regions to further improve the orderly electricity use plan. Supervise and urge local governments to refine and improve the orderly power utilization plans by regions and rounds to ensure rigid and standardized implementation of the plans. Further tap the potential of orderly power consumption regulation to ensure that the orderly power consumption plan is adequate and effective during the peak period of power consumption this winter and next spring. Establish a joint working group composed of local electric power authorities and local power grid companies to strengthen the authority, accuracy, and rationality of the orderly implementation of the power plan, promptly supervise and rectify users who do not implement them in a timely manner, and specify the government for those who refuse to implement them. Take compulsory measures to ensure the effect of implementation. Adopt rewards, subsidies, etc.