一、前三季度全國電力供需狀況
(一)全社會用電量快速增長
前三(san)(san)季(ji)(ji)度,全(quan)國全(quan)社會用(yong)電(dian)量5.11萬億千瓦時、同(tong)比增(zeng)長8.9%,增(zeng)速(su)同(tong)比提高2.0個(ge)百(bai)分點。其中,一、二(er)、三(san)(san)季(ji)(ji)度分別(bie)增(zeng)長9.8%、9.0%和8.0%,增(zeng)速(su)連續9個(ge)季(ji)(ji)度保持(chi)在5.5%-10%的增(zeng)長區(qu)間。
前(qian)三(san)季度(du),全(quan)社(she)(she)(she)會(hui)用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)保持快(kuai)速(su)(su)增長(chang)(chang)(chang)(chang)(chang)的(de)(de)主(zhu)要原(yuan)因(yin)(yin):一是宏觀經濟運行總體平(ping)穩、穩中有(you)進,工業(ye)生(sheng)(sheng)產(chan)(chan)總體平(ping)穩,企業(ye)效益改善,為(wei)用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)增長(chang)(chang)(chang)(chang)(chang)提供了最(zui)主(zhu)要支(zhi)撐。尤其在高(gao)技(ji)術(shu)及(ji)裝備制造業(ye)用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)快(kuai)速(su)(su)增長(chang)(chang)(chang)(chang)(chang)、高(gao)載(zai)能行業(ye)增速(su)(su)逐季上(shang)升(sheng)、消(xiao)(xiao)(xiao)費(fei)品制造業(ye)平(ping)穩較快(kuai)增長(chang)(chang)(chang)(chang)(chang)的(de)(de)支(zhi)撐下,第二產(chan)(chan)業(ye)用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)實(shi)現(xian)較快(kuai)增長(chang)(chang)(chang)(chang)(chang),對全(quan)社(she)(she)(she)會(hui)用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)增長(chang)(chang)(chang)(chang)(chang)的(de)(de)貢獻率達到56.6%,成為(wei)拉(la)動(dong)(dong)全(quan)社(she)(she)(she)會(hui)用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)增長(chang)(chang)(chang)(chang)(chang)的(de)(de)最(zui)主(zhu)要動(dong)(dong)力。二是服(fu)務業(ye)保持較快(kuai)增長(chang)(chang)(chang)(chang)(chang)。新(xin)(xin)技(ji)術(shu)新(xin)(xin)產(chan)(chan)業(ye)新(xin)(xin)業(ye)態新(xin)(xin)模式等新(xin)(xin)動(dong)(dong)能不(bu)斷壯大,市(shi)場活力持續迸發,以(yi)及(ji)國(guo)內消(xiao)(xiao)(xiao)費(fei)保持平(ping)穩較快(kuai)增長(chang)(chang)(chang)(chang)(chang),拉(la)動(dong)(dong)服(fu)務業(ye)用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)保持快(kuai)速(su)(su)增長(chang)(chang)(chang)(chang)(chang)勢頭,第三(san)產(chan)(chan)業(ye)用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)增長(chang)(chang)(chang)(chang)(chang)對全(quan)社(she)(she)(she)會(hui)用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)增長(chang)(chang)(chang)(chang)(chang)的(de)(de)貢獻率為(wei)23.6%。三(san)是天(tian)氣因(yin)(yin)素(su)(su)以(yi)及(ji)居(ju)民(min)消(xiao)(xiao)(xiao)費(fei)升(sheng)級共同(tong)拉(la)動(dong)(dong)影響。隨著國(guo)家城(cheng)鎮化率和(he)居(ju)民(min)生(sheng)(sheng)活電(dian)(dian)(dian)(dian)(dian)(dian)(dian)氣化水平(ping)持續提高(gao),天(tian)氣因(yin)(yin)素(su)(su)對用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)負荷和(he)用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)的(de)(de)影響愈發明顯(xian),年初的(de)(de)寒潮和(he)今夏“高(gao)溫時間長(chang)(chang)(chang)(chang)(chang)、范(fan)圍廣、強度(du)強”的(de)(de)氣候特征帶(dai)動(dong)(dong)城(cheng)鄉居(ju)民(min)生(sheng)(sheng)活用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)快(kuai)速(su)(su)增長(chang)(chang)(chang)(chang)(chang),城(cheng)鄉居(ju)民(min)生(sheng)(sheng)活用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)增長(chang)(chang)(chang)(chang)(chang)對全(quan)社(she)(she)(she)會(hui)用(yong)(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)增長(chang)(chang)(chang)(chang)(chang)的(de)(de)貢獻率為(wei)18.7%。
電力消費主要特點有:
一是第二產業(ye)(ye)(ye)(ye)(ye)及其(qi)(qi)制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)平穩較快增(zeng)(zeng)長(chang),高(gao)(gao)技術及裝備(bei)制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)增(zeng)(zeng)長(chang)尤為(wei)(wei)明(ming)顯。第二產業(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)3.47萬億千(qian)(qian)瓦時、同比(bi)(bi)增(zeng)(zeng)長(chang)7.3%,增(zeng)(zeng)速同比(bi)(bi)提(ti)(ti)高(gao)(gao)1.3個百(bai)分(fen)點;制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)2.57萬億千(qian)(qian)瓦時、同比(bi)(bi)增(zeng)(zeng)長(chang)7.5%,增(zeng)(zeng)速同比(bi)(bi)提(ti)(ti)高(gao)(gao)1.1個百(bai)分(fen)點。從幾大類(lei)行(xing)業(ye)(ye)(ye)(ye)(ye)來(lai)(lai)看,高(gao)(gao)技術及裝備(bei)制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)快速增(zeng)(zeng)長(chang),其(qi)(qi)中(zhong),計算機/通(tong)(tong)信和(he)其(qi)(qi)他(ta)電(dian)(dian)子設備(bei)制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)、金(jin)(jin)(jin)屬制(zhi)(zhi)(zhi)(zhi)(zhi)品(pin)業(ye)(ye)(ye)(ye)(ye)、汽車制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)、通(tong)(tong)用(yong)(yong)設備(bei)制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)4個行(xing)業(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)增(zeng)(zeng)速超(chao)過(guo)10%,醫藥(yao)制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)、電(dian)(dian)氣機械和(he)器(qi)材制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)增(zeng)(zeng)速超(chao)過(guo)8%。消費品(pin)制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)較快增(zeng)(zeng)長(chang),其(qi)(qi)中(zhong),家具制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)、酒/飲料及精制(zhi)(zhi)(zhi)(zhi)(zhi)茶制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)、紡(fang)織服裝/服飾業(ye)(ye)(ye)(ye)(ye)、皮革/毛皮/羽毛及其(qi)(qi)制(zhi)(zhi)(zhi)(zhi)(zhi)品(pin)和(he)制(zhi)(zhi)(zhi)(zhi)(zhi)鞋業(ye)(ye)(ye)(ye)(ye)、文教/工美/體育和(he)娛樂用(yong)(yong)品(pin)制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)同比(bi)(bi)分(fen)別增(zeng)(zeng)長(chang)10.9%、9.2%、9.1%、8.0%和(he)7.5%。四(si)大高(gao)(gao)載能(neng)行(xing)業(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)增(zeng)(zeng)速低于制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)平均水(shui)平,但增(zeng)(zeng)速逐(zhu)季提(ti)(ti)高(gao)(gao),化(hua)(hua)學原料和(he)化(hua)(hua)學制(zhi)(zhi)(zhi)(zhi)(zhi)品(pin)制(zhi)(zhi)(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)(ye)(ye)(ye)、非金(jin)(jin)(jin)屬礦物制(zhi)(zhi)(zhi)(zhi)(zhi)品(pin)業(ye)(ye)(ye)(ye)(ye)、黑色金(jin)(jin)(jin)屬冶(ye)煉(lian)和(he)壓延(yan)加工業(ye)(ye)(ye)(ye)(ye)、有(you)色金(jin)(jin)(jin)屬冶(ye)煉(lian)和(he)壓延(yan)加工業(ye)(ye)(ye)(ye)(ye)四(si)大高(gao)(gao)載能(neng)行(xing)業(ye)(ye)(ye)(ye)(ye)合計用(yong)(yong)電(dian)(dian)量(liang)同比(bi)(bi)增(zeng)(zeng)長(chang)5.8%,增(zeng)(zeng)速同比(bi)(bi)提(ti)(ti)高(gao)(gao)0.9個百(bai)分(fen)點,各(ge)季度增(zeng)(zeng)速分(fen)別為(wei)(wei)4.8%、5.3%和(he)7.3%。8月份以來(lai)(lai)各(ge)地及相關部(bu)門積(ji)極貫徹落實國家提(ti)(ti)出的“穩投資(zi)”等要求(qiu),8、9月份四(si)大高(gao)(gao)載能(neng)行(xing)業(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)增(zeng)(zeng)速分(fen)別為(wei)(wei)7.4%和(he)9.4%,比(bi)(bi)上(shang)半(ban)年有(you)較為(wei)(wei)明(ming)顯的上(shang)升。
二(er)是第三產業(ye)用(yong)(yong)電(dian)量(liang)繼(ji)續快(kuai)速增(zeng)(zeng)長。第三產業(ye)用(yong)(yong)電(dian)量(liang)8259億千瓦時、同(tong)比(bi)(bi)增(zeng)(zeng)長13.5%,為2011年(nian)以來同(tong)期最高水平。其(qi)中:交通運輸倉儲和郵政業(ye)用(yong)(yong)電(dian)量(liang)同(tong)比(bi)(bi)增(zeng)(zeng)長12.4%;信息傳輸/軟件和信息技術服(fu)務(wu)業(ye)用(yong)(yong)電(dian)繼(ji)續延續近年(nian)來的(de)快(kuai)速增(zeng)(zeng)長勢頭(tou),同(tong)比(bi)(bi)增(zeng)(zeng)長24.6%,其(qi)中互聯網和相關服(fu)務(wu)業(ye)用(yong)(yong)電(dian)量(liang)同(tong)比(bi)(bi)增(zeng)(zeng)長62.0%;在電(dian)動汽車(che)行業(ye)的(de)快(kuai)速發(fa)展和大力推廣(guang)下(xia),充換電(dian)服(fu)務(wu)業(ye)用(yong)(yong)電(dian)量(liang)增(zeng)(zeng)長45.3%。
三是城(cheng)鄉(xiang)(xiang)居民(min)生活(huo)(huo)(huo)(huo)用(yong)(yong)電量(liang)快(kuai)速增(zeng)長(chang),天氣(qi)(qi)因(yin)素對用(yong)(yong)電拉動作用(yong)(yong)增(zeng)強。城(cheng)鄉(xiang)(xiang)居民(min)生活(huo)(huo)(huo)(huo)用(yong)(yong)電7534億千瓦(wa)時、同(tong)比(bi)增(zeng)長(chang)11.5%,為2011年以來同(tong)期(qi)最高值,增(zeng)速同(tong)比(bi)提高4.0百分點。當(dang)前(qian),在城(cheng)鄉(xiang)(xiang)居民(min)電氣(qi)(qi)化水平明(ming)顯提高、新一輪農網改造升級持續推進(jin)等因(yin)素的(de)共同(tong)作用(yong)(yong)下(xia),天氣(qi)(qi)因(yin)素對城(cheng)鄉(xiang)(xiang)居民(min)生活(huo)(huo)(huo)(huo)用(yong)(yong)電的(de)影(ying)響程度逐年提高,尤其是空調的(de)普及、居民(min)取(qu)暖“煤改電”的(de)快(kuai)速推廣,進(jin)一步(bu)擴大(da)了天氣(qi)(qi)因(yin)素對城(cheng)鄉(xiang)(xiang)居民(min)生活(huo)(huo)(huo)(huo)用(yong)(yong)電的(de)影(ying)響。
四(si)是區(qu)域用電(dian)(dian)量(liang)增(zeng)速呈現(xian)西高東(dong)(dong)(dong)(dong)低的特征。全國31個省份用電(dian)(dian)量(liang)均實現(xian)正增(zeng)長(chang)(chang)(chang),分(fen)區(qu)域看(kan)(kan),東(dong)(dong)(dong)(dong)、中、西部(bu)和東(dong)(dong)(dong)(dong)北(bei)(bei)地(di)(di)區(qu)全社(she)會用電(dian)(dian)量(liang)同比(bi)分(fen)別(bie)增(zeng)長(chang)(chang)(chang)7.1%、10.1%、11.6%和8.1%,東(dong)(dong)(dong)(dong)部(bu)地(di)(di)區(qu)在產業結構(gou)調整升級、大氣污染治理下部(bu)分(fen)工業企業限(xian)產停(ting)產、清理違法違規產能等(deng)因素影響下,四(si)大高載能行(xing)業用電(dian)(dian)量(liang)僅增(zeng)長(chang)(chang)(chang)2.1%,成(cheng)為東(dong)(dong)(dong)(dong)部(bu)地(di)(di)區(qu)全社(she)會用電(dian)(dian)量(liang)增(zeng)速相對偏低的重要原因;各地(di)(di)區(qu)分(fen)別(bie)拉動全國全社(she)會用電(dian)(dian)量(liang)增(zeng)長(chang)(chang)(chang)3.5、1.9、3.0和0.5個百分(fen)點(dian)。從用電(dian)(dian)量(liang)占比(bi)看(kan)(kan),東(dong)(dong)(dong)(dong)、中、西部(bu)和東(dong)(dong)(dong)(dong)北(bei)(bei)地(di)(di)區(qu)用電(dian)(dian)量(liang)占全國比(bi)重分(fen)別(bie)為48.3%、19.0%、26.9%、5.8%,同比(bi)分(fen)別(bie)下降0.4、提(ti)高0.1、提(ti)高0.5、下降0.2個百分(fen)點(dian)。
(二)電力清潔低碳發展趨勢明顯
截至(zhi)2018年(nian)9月底,全(quan)國6000千(qian)瓦(wa)(wa)及以上電(dian)廠發電(dian)裝機容(rong)量17.6億(yi)(yi)千(qian)瓦(wa)(wa)、同比增長5.3%,增速同比回落2.2個百分點(dian)。其中,水電(dian)3.0億(yi)(yi)千(qian)瓦(wa)(wa)、火(huo)電(dian)11.2億(yi)(yi)千(qian)瓦(wa)(wa)、核(he)電(dian)3928萬(wan)千(qian)瓦(wa)(wa)、并網風(feng)電(dian)1.8億(yi)(yi)千(qian)瓦(wa)(wa)。
電力供應主要特點有:
一是發(fa)電(dian)(dian)(dian)結構綠色化轉型持(chi)續推(tui)進,煤(mei)電(dian)(dian)(dian)裝(zhuang)機(ji)(ji)(ji)比(bi)重繼(ji)續下(xia)降(jiang)。在國(guo)家推(tui)進供(gong)給側結構性(xing)改革、推(tui)動化解煤(mei)電(dian)(dian)(dian)過(guo)剩產能(neng)等背景下(xia),電(dian)(dian)(dian)源(yuan)(yuan)結構繼(ji)續優化。全國(guo)主要發(fa)電(dian)(dian)(dian)企業新(xin)(xin)增(zeng)發(fa)電(dian)(dian)(dian)裝(zhuang)機(ji)(ji)(ji)容(rong)量(liang)8114萬千(qian)瓦、同(tong)比(bi)減少(shao)1280萬千(qian)瓦。其中(zhong),新(xin)(xin)增(zeng)非(fei)化石能(neng)源(yuan)(yuan)發(fa)電(dian)(dian)(dian)裝(zhuang)機(ji)(ji)(ji)5925萬千(qian)瓦、占新(xin)(xin)增(zeng)總(zong)裝(zhuang)機(ji)(ji)(ji)的73.0%,為(wei)歷(li)年高位。太(tai)陽(yang)能(neng)發(fa)電(dian)(dian)(dian)新(xin)(xin)增(zeng)裝(zhuang)機(ji)(ji)(ji)3452萬千(qian)瓦,占總(zong)新(xin)(xin)增(zeng)裝(zhuang)機(ji)(ji)(ji)的比(bi)重超(chao)四(si)成,東、中(zhong)部地(di)區太(tai)陽(yang)能(neng)發(fa)電(dian)(dian)(dian)新(xin)(xin)增(zeng)裝(zhuang)機(ji)(ji)(ji)占比(bi)為(wei)75.3%。煤(mei)電(dian)(dian)(dian)新(xin)(xin)增(zeng)1573萬千(qian)瓦、同(tong)比(bi)減少(shao)954萬千(qian)瓦,截至9月底(di),全國(guo)6000千(qian)瓦及(ji)以上電(dian)(dian)(dian)廠煤(mei)電(dian)(dian)(dian)裝(zhuang)機(ji)(ji)(ji)容(rong)量(liang)9.9億千(qian)瓦、占總(zong)裝(zhuang)機(ji)(ji)(ji)容(rong)量(liang)比(bi)重為(wei)56.4%,同(tong)比(bi)降(jiang)低1.5個百分點(dian)。
二(er)是水(shui)電(dian)(dian)(dian)(dian)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)量增(zeng)(zeng)速(su)(su)同(tong)比提(ti)(ti)高,太陽能發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)等新能源發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)量快(kuai)(kuai)速(su)(su)增(zeng)(zeng)長(chang)(chang)(chang)。全國(guo)規模(mo)(mo)以上(shang)(shang)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)量同(tong)比增(zeng)(zeng)長(chang)(chang)(chang)7.4%。其中,今(jin)年(nian)夏(xia)季降(jiang)水(shui)量偏多,前三(san)季度(du)全國(guo)規模(mo)(mo)以上(shang)(shang)水(shui)電(dian)(dian)(dian)(dian)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)量增(zeng)(zeng)速(su)(su)上(shang)(shang)升到4.4%,比上(shang)(shang)半年(nian)提(ti)(ti)高1.5個(ge)百(bai)分(fen)(fen)點,增(zeng)(zeng)速(su)(su)比上(shang)(shang)年(nian)同(tong)期提(ti)(ti)高4.1個(ge)百(bai)分(fen)(fen)點;火電(dian)(dian)(dian)(dian)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)量在(zai)電(dian)(dian)(dian)(dian)力消費快(kuai)(kuai)速(su)(su)增(zeng)(zeng)長(chang)(chang)(chang)等因(yin)素拉動下,同(tong)比增(zeng)(zeng)長(chang)(chang)(chang)6.9%。全口徑并(bing)網太陽能發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)、風電(dian)(dian)(dian)(dian)、核(he)電(dian)(dian)(dian)(dian)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)量分(fen)(fen)別為1323、2676、2089億千(qian)瓦(wa)時,同(tong)比分(fen)(fen)別增(zeng)(zeng)長(chang)(chang)(chang)56.4%、25.3%、13.9%。
三是各(ge)類(lei)型發(fa)(fa)(fa)電(dian)設(she)備(bei)利(li)用小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)均同(tong)比(bi)(bi)(bi)提(ti)高,不合(he)理棄(qi)(qi)(qi)風(feng)棄(qi)(qi)(qi)光(guang)(guang)問題繼續得(de)到(dao)改善。全(quan)國(guo)發(fa)(fa)(fa)電(dian)設(she)備(bei)利(li)用小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)為(wei)2905小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)、同(tong)比(bi)(bi)(bi)提(ti)高94小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)。其中,水電(dian)設(she)備(bei)利(li)用小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)2716小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)、同(tong)比(bi)(bi)(bi)提(ti)高42小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi);火電(dian)設(she)備(bei)利(li)用小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)3276小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)、同(tong)比(bi)(bi)(bi)提(ti)高158小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi);太陽能發(fa)(fa)(fa)電(dian)、風(feng)電(dian)、核(he)電(dian)設(she)備(bei)利(li)用小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)分(fen)別(bie)為(wei)950、1565、5447小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi),同(tong)比(bi)(bi)(bi)分(fen)別(bie)提(ti)高27、178、68小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)。在(zai)各(ge)級(ji)政府和(he)電(dian)力(li)企業等(deng)多方(fang)共同(tong)努力(li)下,棄(qi)(qi)(qi)風(feng)棄(qi)(qi)(qi)光(guang)(guang)棄(qi)(qi)(qi)水問題繼續得(de)到(dao)改善,今年國(guo)家電(dian)網(wang)公司和(he)南方(fang)電(dian)網(wang)公司分(fen)別(bie)制定(ding)了(le)促(cu)進(jin)清(qing)潔(jie)能源消(xiao)納(na)的22項和(he)24項工作措施,在(zai)加(jia)快(kuai)電(dian)網(wang)建設(she)、合(he)理安排調度、加(jia)大市場交易、加(jia)強全(quan)網(wang)消(xiao)納(na)、推動技術(shu)創新等(deng)多方(fang)面推進(jin)清(qing)潔(jie)能源消(xiao)納(na),效(xiao)果(guo)明顯(xian)。華北(bei)(bei)、東(dong)北(bei)(bei)、西(xi)北(bei)(bei)地(di)區(qu)風(feng)電(dian)設(she)備(bei)利(li)用小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)同(tong)比(bi)(bi)(bi)分(fen)別(bie)提(ti)高195、190和(he)200小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi),西(xi)北(bei)(bei)地(di)區(qu)太陽能發(fa)(fa)(fa)電(dian)設(she)備(bei)利(li)用小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi)同(tong)比(bi)(bi)(bi)提(ti)高88小(xiao)(xiao)(xiao)時(shi)(shi)(shi)(shi);四川和(he)云南棄(qi)(qi)(qi)水電(dian)量同(tong)比(bi)(bi)(bi)明顯(xian)減少。
四是(shi)跨(kua)區(qu)和(he)跨(kua)省送電(dian)量(liang)快速增長,清潔能源持續大范(fan)圍(wei)優化配置。全國(guo)基(ji)建新增220千(qian)伏及(ji)以上(shang)變電(dian)設(she)備(bei)容量(liang)18691萬千(qian)伏安,新增220千(qian)伏及(ji)以上(shang)輸電(dian)線(xian)路長度(du)30559千(qian)米(mi),新增直流(liu)換流(liu)容量(liang)500萬千(qian)瓦。在近兩年(nian)多(duo)條特(te)高壓工程陸續投產的拉動下,全國(guo)分(fen)別完成(cheng)跨(kua)區(qu)、跨(kua)省送電(dian)量(liang)3567和(he)9634億千(qian)瓦時,同比(bi)分(fen)別增長14.9%和(he)16.5%,增速同比(bi)分(fen)別提(ti)高3.8和(he)5.1個百分(fen)點,助力(li)清潔能源實現(xian)大范(fan)圍(wei)優化配置。
五(wu)是電(dian)力燃料供(gong)應偏緊(jin),煤(mei)(mei)電(dian)企業(ye)(ye)經營仍較為(wei)困難。前三季度,電(dian)煤(mei)(mei)以(yi)及(ji)天然氣供(gong)應均(jun)存在地(di)區(qu)性時段性偏緊(jin)情況,少(shao)數(shu)地(di)區(qu)供(gong)需矛盾較為(wei)突出。電(dian)煤(mei)(mei)價(jia)(jia)格(ge)總體(ti)處(chu)于(yu)高位(wei)波(bo)動態勢,根據(ju)中國(guo)(guo)沿(yan)(yan)海電(dian)煤(mei)(mei)采購價(jia)(jia)格(ge)指數(shu)——CECI沿(yan)(yan)海指數(shu)顯示,反映電(dian)煤(mei)(mei)采購綜合成本(ben)的(de)CECI5500大卡綜合價(jia)(jia)前三季度波(bo)動區(qu)間為(wei)571-635元/噸,各期(qi)價(jia)(jia)格(ge)都超過了(le)《關(guan)于(yu)平(ping)抑煤(mei)(mei)炭市場價(jia)(jia)格(ge)異常(chang)波(bo)動的(de)備忘(wang)錄(lu)》中規定的(de)綠(lv)色區(qu)間上(shang)限,國(guo)(guo)內煤(mei)(mei)價(jia)(jia)持續高位(wei)也導致對標國(guo)(guo)內煤(mei)(mei)價(jia)(jia)的(de)進口(kou)煤(mei)(mei)價(jia)(jia)格(ge)快(kuai)速(su)上(shang)漲,明(ming)顯提高了(le)國(guo)(guo)內企業(ye)(ye)采購成本(ben)。根據(ju)國(guo)(guo)家統計局數(shu)據(ju),當前全國(guo)(guo)火電(dian)企業(ye)(ye)虧損面仍接近一(yi)半。
中國電煤(mei)采購價格指數(CECI)周(zhou)價格
(三)全國電力供需總體平衡,部分省份出現錯峰限電
前三(san)季度,電(dian)(dian)力消費增速持續快于(yu)發電(dian)(dian)裝機容(rong)量增速,全國電(dian)(dian)力供需形勢從前兩(liang)年(nian)的總體寬松轉為總體平衡(heng)。分(fen)區(qu)(qu)域看(kan),東北和(he)西(xi)北區(qu)(qu)域電(dian)(dian)力供應能(neng)力富余(yu),華(hua)(hua)北、華(hua)(hua)東、華(hua)(hua)中、南方區(qu)(qu)域電(dian)(dian)力供需總體平衡(heng),部分(fen)省份局部性、階段(duan)性電(dian)(dian)力供應偏緊。
二、全國電力供需形勢預測
(一(yi))全社會用電(dian)量延續平(ping)穩(wen)較快增(zeng)長(chang),全年增(zeng)速超2017年
綜合考慮國(guo)家政策、宏觀經濟運行(xing)態勢(shi)、氣(qi)溫、電(dian)能替代、國(guo)際貿易(yi)環境(jing)、藍天(tian)保(bao)衛(wei)戰(zhan)和環保(bao)安全檢查等(deng)因素,預計(ji)四季(ji)度全社會用(yong)電(dian)量總體延續(xu)三(san)季(ji)度的(de)平(ping)(ping)穩較快增長(chang)水(shui)平(ping)(ping),預計(ji)2018年(nian)全年(nian)全社會用(yong)電(dian)量增速略(lve)高(gao)于8%,超過2017年(nian)增長(chang)水(shui)平(ping)(ping)。當前我國(guo)發(fa)展面臨的(de)困難和外部風(feng)險挑戰(zhan)增多,中美貿易(yi)摩擦(ca)的(de)走(zou)向存在不確定性(xing)(xing),對我國(guo)后續(xu)用(yong)電(dian)量增長(chang)也(ye)帶來一定的(de)不確定性(xing)(xing)。
(二)預計全年總(zong)裝(zhuang)機(ji)容量約19億千瓦(wa),非化(hua)石能源裝(zhuang)機(ji)占(zhan)比達到40%
預(yu)計全年全國新增發(fa)電(dian)裝(zhuang)(zhuang)機(ji)容(rong)量1.2億千瓦(wa),其(qi)(qi)中,預(yu)計非(fei)化(hua)石能(neng)源(yuan)發(fa)電(dian)裝(zhuang)(zhuang)機(ji)投產(chan)8200萬千瓦(wa)左右。全國發(fa)電(dian)裝(zhuang)(zhuang)機(ji)容(rong)量達(da)(da)到19.0億千瓦(wa)左右,其(qi)(qi)中,煤電(dian)裝(zhuang)(zhuang)機(ji)容(rong)量10.1億千瓦(wa),非(fei)化(hua)石能(neng)源(yuan)發(fa)電(dian)裝(zhuang)(zhuang)機(ji)容(rong)量合(he)計達(da)(da)到7.7億千瓦(wa),比重進一步提高至(zhi)40%,比2017年底(di)提高1.5個(ge)百分(fen)點左右。預(yu)計迎峰度冬期間部分(fen)地區電(dian)煤供應偏緊(jin)。
(三)全國電(dian)力供需總體平衡,部(bu)分地區迎峰度冬高峰時段偏緊
受電(dian)(dian)(dian)煤和(he)(he)天然氣(qi)地區性季(ji)節性供需(xu)偏緊、新(xin)能(neng)(neng)源(yuan)比(bi)重持(chi)續上(shang)升導(dao)致部(bu)(bu)分時(shi)段(duan)(duan)電(dian)(dian)(dian)力系統調峰能(neng)(neng)力不(bu)足、第三產(chan)業和(he)(he)居民生活用(yong)電(dian)(dian)(dian)比(bi)重持(chi)續提(ti)高(gao)帶動系統峰谷差持(chi)續增大等(deng)多重因素疊(die)加影響,預計全國電(dian)(dian)(dian)力供需(xu)總體平衡(heng)、部(bu)(bu)分地區在迎峰度冬高(gao)峰時(shi)段(duan)(duan)電(dian)(dian)(dian)力供需(xu)偏緊。
分區域(yu)看,預計(ji)華(hua)北(bei)區域(yu)和南方區域(yu)電(dian)(dian)力供應偏緊,華(hua)北(bei)區域(yu)主(zhu)要(yao)是河北(bei)南部電(dian)(dian)網、山東(dong)電(dian)(dian)網在迎(ying)峰度冬(dong)用電(dian)(dian)高峰時段電(dian)(dian)力供應偏緊,南方區域(yu)主(zhu)要(yao)是貴(gui)州、廣東(dong)等地(di)偏緊;華(hua)東(dong)、華(hua)中(zhong)區域(yu)電(dian)(dian)力供需總(zong)體平(ping)衡;東(dong)北(bei)、西北(bei)區域(yu)預計(ji)電(dian)(dian)力供應能力富余。預計(ji)全年全國發電(dian)(dian)設備利(li)用小(xiao)時3800小(xiao)時左(zuo)右,其(qi)中(zhong),火電(dian)(dian)設備利(li)用小(xiao)時4330小(xiao)時左(zuo)右。
三、有關建議
當前,宏觀經濟(ji)(ji)運行(xing)總(zong)體平(ping)穩(wen),在經濟(ji)(ji)動(dong)能(neng)“破(po)舊立(li)新”的關(guan)鍵(jian)期(qi)以及(ji)電(dian)(dian)力消(xiao)費換(huan)動(dong)力、電(dian)(dian)力供(gong)應調結構的攻堅期(qi),深入學習貫(guan)徹黨(dang)的十九大精(jing)神,落實(shi)黨(dang)中央、國(guo)務(wu)院的決策(ce)部署(shu),是(shi)推進電(dian)(dian)力行(xing)業高(gao)質(zhi)量(liang)發展(zhan)的根本。同時,四(si)季度(du)是(shi)電(dian)(dian)力行(xing)業迎峰度(du)冬(dong)保供(gong)應的重(zhong)要(yao)時期(qi),各項工(gong)作頭緒多(duo)、任務(wu)重(zhong),需(xu)要(yao)切實(shi)按照能(neng)源高(gao)質(zhi)量(liang)發展(zhan)要(yao)求,密切跟蹤經濟(ji)(ji)形(xing)勢、用電(dian)(dian)增長走勢,以及(ji)天氣、來水、電(dian)(dian)煤變化趨勢,做(zuo)好電(dian)(dian)力保障(zhang)工(gong)作,確保電(dian)(dian)力系統安全穩(wen)定(ding)運行(xing),保障(zhang)國(guo)民(min)經濟(ji)(ji)行(xing)穩(wen)致遠(yuan)。
(一)切實抓好規劃(hua)滾動調整,推動電力能(neng)源高質(zhi)量發展
在國家政策(ce)、規劃的引導下,電(dian)力(li)投(tou)資逐步向(xiang)清潔(jie)能(neng)源傾斜,電(dian)源結(jie)構低碳化轉型速度日益加快,但棄(qi)風棄(qi)光(guang)仍(reng)未(wei)從根本上得到解決,清潔(jie)能(neng)源發(fa)電(dian)占比及電(dian)能(neng)替代(dai)潛力(li)仍(reng)有待進一步提高和(he)挖掘(jue)。建(jian)(jian)議圍繞“十(shi)三五”電(dian)力(li)規劃中期評估情況及結(jie)果,滾動調整電(dian)力(li)結(jie)構,優化產業(ye)布局,推動清潔(jie)低碳、安全高效的能(neng)源體系建(jian)(jian)設。
一(yi)是從優(you)化電網結(jie)構著(zhu)手,充(chong)分利用(yong)現有輸(shu)(shu)電跨省(區)通道(dao),著(zhu)力突(tu)破制約特(te)高壓(ya)輸(shu)(shu)電工程作用(yong)發揮的(de)瓶頸,加快現已(yi)建成投產(chan)的(de)特(te)高壓(ya)輸(shu)(shu)電線路的(de)電源配(pei)(pei)套工程建設,推(tui)進(jin)資源大(da)規模優(you)化配(pei)(pei)置,提高電網輸(shu)(shu)電效(xiao)率(lv)。
二是從調整電源(yuan)結構(gou)著手,通過加快可再生能(neng)源(yuan)配額制及調峰調頻電力服務補償機制等(deng)相關政策的出臺和(he)(he)落地,以及促進清潔能(neng)源(yuan)產業技術進步和(he)(he)技術降本等(deng)多種方式(shi),引導和(he)(he)推動(dong)清潔能(neng)源(yuan)發展,逐(zhu)步提高(gao)非化石能(neng)源(yuan)占(zhan)一次能(neng)源(yuan)的消(xiao)費比(bi)重。
三是從消費端(duan)著手(shou),大力推(tui)進終端(duan)用能(neng)(neng)(neng)電氣化。持續加大在(zai)工(農業)生產制(zhi)造、交通運輸(shu)、居(ju)民采暖(nuan)、家庭(ting)電氣化及其(qi)他領域(yu)的電能(neng)(neng)(neng)替代(dai)力度,逐(zhu)步實現電能(neng)(neng)(neng)對化石能(neng)(neng)(neng)源(yuan)的替代(dai),逐(zhu)步提(ti)高電能(neng)(neng)(neng)在(zai)終端(duan)能(neng)(neng)(neng)源(yuan)消費的比重(zhong)。
(二)切實推動能源協調發展,保障能源穩定高效供應
煤(mei)炭、天然氣等能源(yuan)的(de)穩定(ding)可靠供(gong)(gong)(gong)應(ying)對保障(zhang)電力供(gong)(gong)(gong)應(ying)十分(fen)關(guan)鍵(jian),對國民經濟平穩發(fa)展(zhan)至關(guan)重要。當前電力燃(ran)料供(gong)(gong)(gong)應(ying)仍然地(di)區性、季(ji)節性偏緊(jin),迎峰度(du)冬(dong)保供(gong)(gong)(gong)應(ying)壓力較大(da),建議(yi)統籌好電力與各(ge)類能源(yuan)資源(yuan)的(de)協調發(fa)展(zhan),確保系統安全(quan)穩定(ding)運行。
一是統(tong)籌電(dian)(dian)(dian)力(li)與煤(mei)(mei)(mei)(mei)(mei)炭(tan)協(xie)調發展。建議重(zhong)點(dian)產煤(mei)(mei)(mei)(mei)(mei)區(qu)要(yao)貫徹落(luo)實(shi)(shi)好(hao)國(guo)家部(bu)署,加(jia)快煤(mei)(mei)(mei)(mei)(mei)炭(tan)先進產能減量(liang)置換(huan)及釋(shi)放的(de)(de)步伐,切實(shi)(shi)增加(jia)有效資源(yuan)確保煤(mei)(mei)(mei)(mei)(mei)炭(tan)供給。根(gen)據市(shi)場供需情況(kuang)靈活調整進口煤(mei)(mei)(mei)(mei)(mei)政策總(zong)量(liang)控(kong)制(zhi)目標,保障電(dian)(dian)(dian)煤(mei)(mei)(mei)(mei)(mei)供需平衡、穩(wen)定電(dian)(dian)(dian)煤(mei)(mei)(mei)(mei)(mei)市(shi)場價格,避免因總(zong)量(liang)控(kong)制(zhi)導致(zhi)迎峰度冬期(qi)間出現(xian)區(qu)域性、階段(duan)性的(de)(de)電(dian)(dian)(dian)力(li)供應(ying)緊張問(wen)題。針對部(bu)分地(di)區(qu)將“控(kong)煤(mei)(mei)(mei)(mei)(mei)”簡單化為“控(kong)電(dian)(dian)(dian)煤(mei)(mei)(mei)(mei)(mei)”的(de)(de)現(xian)象,國(guo)家相關部(bu)門應(ying)引導相關地(di)區(qu)嚴格區(qu)分“控(kong)煤(mei)(mei)(mei)(mei)(mei)”與“控(kong)電(dian)(dian)(dian)煤(mei)(mei)(mei)(mei)(mei)”,將污染嚴重(zhong)的(de)(de)散燒煤(mei)(mei)(mei)(mei)(mei)等作為“控(kong)煤(mei)(mei)(mei)(mei)(mei)”的(de)(de)重(zhong)點(dian),并(bing)進一步提(ti)高發電(dian)(dian)(dian)用煤(mei)(mei)(mei)(mei)(mei)比重(zhong),真(zhen)正實(shi)(shi)現(xian)煤(mei)(mei)(mei)(mei)(mei)炭(tan)的(de)(de)清潔高效利用,并(bing)保障電(dian)(dian)(dian)力(li)燃(ran)料安全穩(wen)定供應(ying)。
二是統籌(chou)電(dian)(dian)力與(yu)天(tian)(tian)然氣(qi)(qi)(qi)(qi)(qi)(qi)協(xie)調發展。進入四(si)季(ji)度,天(tian)(tian)然氣(qi)(qi)(qi)(qi)(qi)(qi)表觀消費量處于(yu)全年最(zui)高(gao)位,受(shou)環保政策影(ying)響推(tui)動(dong),采暖煤(mei)(mei)改氣(qi)(qi)(qi)(qi)(qi)(qi)、熱(re)(re)電(dian)(dian)廠用(yong)(yong)氣(qi)(qi)(qi)(qi)(qi)(qi)需(xu)求大幅增(zeng)加,供需(xu)形勢將處于(yu)緊(jin)平衡狀態(tai)。建議(yi)加強“煤(mei)(mei)改氣(qi)(qi)(qi)(qi)(qi)(qi)”、燃氣(qi)(qi)(qi)(qi)(qi)(qi)熱(re)(re)電(dian)(dian)聯產等替(ti)代項目規劃(hua)與(yu)資源(yuan)供應(ying)(ying)計劃(hua)的(de)銜接,堅持從實際出發,宜(yi)電(dian)(dian)則(ze)電(dian)(dian)、宜(yi)氣(qi)(qi)(qi)(qi)(qi)(qi)則(ze)氣(qi)(qi)(qi)(qi)(qi)(qi)、宜(yi)煤(mei)(mei)則(ze)煤(mei)(mei),確保用(yong)(yong)氣(qi)(qi)(qi)(qi)(qi)(qi)需(xu)求與(yu)資源(yuan)供應(ying)(ying)增(zeng)長相適(shi)應(ying)(ying);推(tui)廣應(ying)(ying)用(yong)(yong)分布式氣(qi)(qi)(qi)(qi)(qi)(qi)電(dian)(dian),重點發展熱(re)(re)電(dian)(dian)冷多聯供,確保居(ju)民生(sheng)活和(he)(he)冬季(ji)供暖;在氣(qi)(qi)(qi)(qi)(qi)(qi)價承受(shou)能力較(jiao)高(gao)和(he)(he)新能源(yuan)快速發展的(de)地區,根據氣(qi)(qi)(qi)(qi)(qi)(qi)源(yuan)情況(kuang)建設天(tian)(tian)然氣(qi)(qi)(qi)(qi)(qi)(qi)調峰電(dian)(dian)站。
三是統籌電力(li)與可(ke)(ke)再(zai)(zai)生能(neng)(neng)(neng)源(yuan)(yuan)協(xie)調發(fa)展。可(ke)(ke)再(zai)(zai)生能(neng)(neng)(neng)源(yuan)(yuan)發(fa)展目前仍存在綜合(he)協(xie)調性不(bu)充(chong)分,開發(fa)速度、布局(ju)與市(shi)場不(bu)匹配,建設(she)周期與電網建設(she)不(bu)同步等(deng)問題(ti)。建議按照國家“十三五”電力(li)規劃、能(neng)(neng)(neng)源(yuan)(yuan)工作指(zhi)導(dao)意見以及市(shi)場環境監測預警和(he)評價機制(zhi)(zhi)等(deng),把可(ke)(ke)再(zai)(zai)生能(neng)(neng)(neng)源(yuan)(yuan)發(fa)電的發(fa)展重(zhong)心(xin)從擴大規模轉到提(ti)質增效上來(lai),引導(dao)相關(guan)產業向高(gao)質量發(fa)展轉型;繼續培育風電和(he)光(guang)伏(fu)的市(shi)場競爭(zheng)力(li),倒逼可(ke)(ke)再(zai)(zai)生能(neng)(neng)(neng)源(yuan)(yuan)產業創新升級;盡快出臺促進可(ke)(ke)再(zai)(zai)生能(neng)(neng)(neng)源(yuan)(yuan)消納的長效機制(zhi)(zhi),從根本上解決可(ke)(ke)再(zai)(zai)生能(neng)(neng)(neng)源(yuan)(yuan)棄能(neng)(neng)(neng)問題(ti)。
(三)切實落實各項改革措施,不斷深化電力體制改革
當前電力(li)(li)體制改(gai)革取得重要(yao)進展和(he)積(ji)極成(cheng)效,交易機(ji)構(gou)基本組建完成(cheng)、輸配電價改(gai)革持續擴大、售(shou)電側競爭(zheng)機(ji)制初步(bu)建立、發用電計劃有序放(fang)開(kai)以及電力(li)(li)現(xian)貨市場平穩推進。但由于(yu)電力(li)(li)市場機(ji)制尚不完善,科學合理的電價機(ji)制尚未形成(cheng)等原因,給電力(li)(li)企業平穩發展和(he)健康經營(ying)帶來嚴(yan)峻的挑戰。建議:
一(yi)是加快推(tui)進(jin)(jin)電力(li)(li)現(xian)貨(huo)市場和輔(fu)助服(fu)務(wu)市場建設,發(fa)揮現(xian)貨(huo)市場對時間尺(chi)度電能(neng)量(liang)的價格發(fa)現(xian)功能(neng),通過市場手段進(jin)(jin)一(yi)步挖掘和配(pei)置系統(tong)調峰、調頻、備用等輔(fu)助服(fu)務(wu)資源,進(jin)(jin)一(yi)步提升電力(li)(li)系統(tong)運行效率(lv),促(cu)進(jin)(jin)可(ke)再(zai)生能(neng)源合理消(xiao)納。
二是建(jian)議國家加強對各地區電(dian)力(li)(li)市場監督(du)指導,不斷完善(shan)跨省(sheng)(sheng)電(dian)力(li)(li)市場化(hua)(hua)交易機(ji)制,約(yue)束相(xiang)關部門地方保護主義(yi)沖動,進一步放開(kai)電(dian)力(li)(li)用戶、售電(dian)公司等市場主體省(sheng)(sheng)間(jian)購電(dian)的(de)選(xuan)擇權,破除(chu)電(dian)力(li)(li)交易省(sheng)(sheng)間(jian)壁壘(lei),推動省(sheng)(sheng)間(jian)市場化(hua)(hua)交易規模(mo)擴大,促進能(neng)源資源大范圍優化(hua)(hua)配置(zhi)。
三是積極貫徹落(luo)實(shi)國(guo)家(jia)電改相(xiang)(xiang)關政策措施,地方政府盡快研究建立市場化(hua)條件下的(de)煤(mei)電聯動(dong)機制,支持鼓勵煤(mei)電企(qi)業(ye)和電力用(yong)戶簽訂電價根據(ju)煤(mei)價波動(dong)情況(kuang)相(xiang)(xiang)應浮動(dong)的(de)購售電合同。完善(shan)煤(mei)電機組(zu)市場交(jiao)易電量的(de)脫(tuo)硫脫(tuo)硝環保電價和超低排放電價落(luo)實(shi)機制,緩解(jie)煤(mei)電企(qi)業(ye)經營困境。
(四)切實落實精準扶貧戰略,全面提高電力普遍服務水平
電力(li)行業積極響應國家號召,深入推進精準扶貧、精準脫(tuo)貧、援(yuan)疆援(yuan)藏等戰(zhan)略(lve)部(bu)署,不斷加(jia)大扶貧工作力(li)度和農網(wang)建(jian)設投資,履行社會責任;同時,由于(yu)貧困地區(qu)的農配網(wang)投資屬于(yu)高(gao)投資低(di)回報的電力(li)普遍服務(wu),部(bu)分(fen)省(sheng)級電網(wang)企業面臨虧損局面。建(jian)議:
一(yi)是聚焦深度貧(pin)(pin)困地(di)區和(he)(he)深度貧(pin)(pin)困問題(ti),實(shi)施產業扶貧(pin)(pin)和(he)(he)定點扶貧(pin)(pin),加強貧(pin)(pin)困地(di)區電(dian)網(wang)建設改造,加大戶用光伏系統配(pei)套電(dian)網(wang)項目,扎(zha)實(shi)推進光伏扶貧(pin)(pin)項目接(jie)網(wang)工(gong)作(zuo)等(deng),改善和(he)(he)解決貧(pin)(pin)困地(di)區生產生活用電(dian)條件(jian),全力(li)滿足貧(pin)(pin)困人口脫貧(pin)(pin)的電(dian)力(li)需求。
二是(shi)通過(guo)因地(di)(di)制宜發(fa)展分布式(shi)光伏、分散(san)式(shi)風電,以(yi)開發(fa)項目為依托,既(ji)助力(li)清(qing)潔能(neng)源發(fa)展,又可(ke)切(qie)實(shi)促進地(di)(di)方經濟社(she)會發(fa)展、基礎設(she)(she)施建設(she)(she)、百姓就業,大(da)力(li)提(ti)升能(neng)源惠民利(li)民力(li)度。
三是建議國(guo)家在信(xin)貸政(zheng)策方(fang)(fang)面加(jia)大支持(chi)(chi)力(li)度,采用政(zheng)府專項(xiang)資(zi)金和財稅金融支持(chi)(chi)等(deng)多種方(fang)(fang)式,對光(guang)伏(fu)扶貧、農網建設改造升級(ji)等(deng)電(dian)力(li)普遍(bian)服務(wu)工(gong)程實行長期低息貸款或貼(tie)息等(deng)普惠金融政(zheng)策,同時增(zeng)加(jia)對電(dian)力(li)企業的增(zeng)量(liang)信(xin)貸,確保落實存量(liang)接續,緩解電(dian)力(li)企業財務(wu)壓力(li),全面推(tui)動電(dian)力(li)普遍(bian)服務(wu)持(chi)(chi)續開展。