According to the data released by the national energy administration, since April, the electricity consumption of the whole society has achieved positive growth year on year, with the growth rates of 0.7%, 4.6% and 6.1% in April, may and June, respectively, rising month by month. The growth rate of electricity consumption increased from a year-on-year decrease of 6.5% in the first quarter to a year-on-year increase of 3.9% in the second quarter, of which the growth rate rose to 6.1% in June, which was due to the rise in temperature, but the overall gradual recovery of the economy and the strong support of new momentum are the main reasons. Chongde, the full-time vice president and Secretary General of China Electric Power Enterprise Federation, said.
Electricity consumption is a barometer of economic operation.
Correspondingly, the growth rate of power consumption in high-tech and equipment manufacturing industries has also rebounded significantly. In the second quarter, the power consumption of high-tech and equipment manufacturing industry increased by 4.3% year-on-year, 19.1 percentage points higher than that in the first quarter, and the growth rate further rose to 8.4% in June.
Yu Chongde said that in the first half of the year, the power consumption of the network information service industry relying on big data, cloud computing, Internet of things and other new technologies increased significantly, of which the power consumption of information transmission / software and information technology service industry increased by 27.7% year-on-year.
In the future, the development of energy transformation will present an obvious trend of electrification, and the potential of power substitution is huge. Chinas power demand is still in a long period of growth. Zhang Lin, deputy director of the Department of industry development and environmental resources of China power grid, believes that.
In terms of utilization rate, clean energy consumption continued to improve. In the first half of the year, the utilization rate of wind power and photovoltaic power generation reached 96.1% and 97.9%, respectively, up 0.8% and 0.3% year-on-year.
What is the power supply and demand situation in the second half of the year? According to the report of China power grid, the growth rate of power consumption in the second half of the year is expected to pick up significantly compared with the first half of the year. It is worth noting that there is still some uncertainty in the subsequent growth of electricity consumption. According to Yu Chongdes analysis, from the point of view of power supply, the first is that the precipitation situation of the main river basin is uncertain, which leads to the uncertainty of hydropower supply capacity. Second, the current electricity coal supply in some areas is tight. If the water supply of hydropower is less in the second half of the year, the power coal supply in the northeast, northwest, southwest and other regions is likely to be in short supply. From the perspective of power demand, factors such as the spread of overseas epidemic and extreme climate change may also bring uncertainty to power consumption.
Yu Chongde suggested that we should closely track the changes of power supply and demand situation, make relevant plans, ensure the stable supply of coal, improve the system regulation ability, and further improve the enthusiasm of flexible power supply and energy storage device construction.