Electricity shortage spreads over 20% in individual regions in 11 provinces and cities

The five provinces covered by China Southern Power Grid, plus the power gaps in Zhejiang, Sichuan and Chongqing, have reached 20 million kilowatts. In the absence of electricity, unplanned shutdowns of power companies are still serious.

Since September, electricity shortages have been reported in 11 provinces and cities across the country.

According to the report of the power generation unit issued by the China Electricity Council (hereinafter referred to as CEC) in early September, in the first half of 2011, Huaneng, Datang, Huadian, Guodian, China Power Investment Group and major local power investment companies had annual average The unplanned outage time was 31.32 hours; in contrast, the average unplanned downtime of hydropower units such as Huaneng, Datang, Huadian, Guodian, China Power Investment Group, and Changjiang Power (6.32, -0.05, -0.78%), etc. Only 5.08 hours.

The CEC revealed that according to the current growth in demand and installed capacity, it is expected that the power supply and demand situation in the next two years will be more tense than this year, and the power gap will further expand. People in the industry believe that this shortage of electricity is different from the past due to lack of investment and lack of installed capacity due to hard power shortages. In recent years, the utilization hours of China's power generation equipment has continued to be low, and the downtime caused by coal shortage is relatively serious.

More than 20% of power shortages in individual regions Han Xiaoping, chief information officer of China Energy Network, has said that the power gap of more than 20 million kilowatts or even approaching 30 million kilowatts will be expected.

China Southern Power Grid covers Guangdong, Guangxi, Guizhou, Yunnan, and Hainan. The power shortage is most serious in the five provinces. It is expected that the whole network will face a shortage of power capacity in the third quarter, with a maximum gap of 12 million kilowatts, and power shortages in some regions will exceed 20%. Among them, Guangdong Province, which has the most severe shortage of electricity, expects the province's largest power shortage in September to exceed 8 million kilowatts.

In addition, Guangxi has rushed 7,800 tons of coal to alleviate the electricity shortage. From January to July, only Fangcheng Port's coal throughput reached 9.539 million tons, which was 2.6 times the same period of last year. Among them, the largest gap in electricity consumption in Nanning, Guangxi since August has reached 800,000 kilowatts.

The coal power in the coal-producing province of Guizhou in the south has caused thermal power generation to drop by more than 10% year-on-year. Since late July, the daily electricity supply from West Power to East has been reduced from 154 million kWh to 100 million kWh, a decrease of more than 30%. .

In addition, Hainan Electric is expected to have a period of power shortage from September to the end of this year, the maximum power shortage of up to 230,000 kilowatts. Some power plant units in Hunan's Puyang, Wuyuan, Zhuzhou and other places have also been unable to operate at full capacity.

In the western regions outside the China Southern Power Grid, the electricity supply situation is not optimistic. Sichuan Electric Power Company expects that the maximum shortage of electricity in Sichuan power grid will reach 20% in this winter and next spring, and the maximum power shortage will be 4 million kilowatts. The power supply and demand situation in Chongqing has also tightened again. After September 5, Henan and Hubei Electric Power Co., Ltd. provided 800,000 kilowatts of electricity each day to support the Chongqing company.

CSC believes that there are two major phenomena in the current power shortage that warrant attention: First, the time for power shortages is ahead of schedule, and the time between two power shortages is shortened; second, the province of Hunan, a major hydropower province, and Shanxi, a major coal province, are in an emergency situation. "From the current inventory of companies, this year's winter electricity shortage will be more serious, a larger range, a deeper level." Lin Boqiang, director of Xiamen University Energy Research Center said.

The operating rate of thermal power units is not high. "The shortage of hydropower should have been supplemented by thermal power. However, there is a shortage of hydropower in Yunnan, Guizhou, and Hunan, but local thermal power is not enough. The main factor is coal." Lin Boqiang said.

The relevant person in charge of the State Electricity Regulatory Commission pointed out that the current domestic power generation capacity is sufficient, but the operating rate of thermal power units is not high; not the installed capacity is not enough, but the distortion of the price mechanism has affected the enthusiasm of thermal power companies for power generation.

In September, power shortages occurred successively in Shanxi, Hunan, and Chongqing from Zhejiang and Guangdong to the Midwest, and electricity shortages continued to spread. In Zhejiang, many SMEs are still in the state of power cuts. From the beginning of this year to the present, Zhejiang has undergone five rounds of orderly use of electricity, and has initiated or adjusted orderly electricity use plans 12 times. Since August 17th, it has implemented the largest orderly electricity plan for the C-grade and has avoided 3 million kilowatts of peaks.

From September 1st, Hunan Power Grid also started orderly electricity use in some regions, and lowered the electricity supply quota of 9 other cities and counties except Changsha, Yueyang, Yiyang, Changde and Zhangjiajie (9.77, 0.16, and 1.66%).

The reporter learned from the Qinhuangdao Coal Network that coal inventories at ports such as Qinhuangdao are also declining. The peak of coal consumption in winter is approaching. Not only the stock of the port is declining, but also the inventory of power plants is declining. This will inevitably affect the daily generation of electricity during peak winter electricity use.

Han Xiaoping believes that coal prices have risen, but thermal power companies' coal inventories are still declining, resulting in serious unplanned outages, indicating that coal companies are pushing coal prices higher by reducing coal output and reducing coal supply.

Industry experts pointed out that the new round of power shortages further highlights the gradual reduction of electricity price control strategies. It stems largely from the failure to complete human factors disruptions caused by coal-electricity transactions, production and sales processes, and the fracture of capital chains.