記者日前在國網能源研究院舉辦的“能源轉型與再電氣化”研討會上了解到,我國電力需求總量將持續增長,增速逐步放緩,2035年左右進入增長飽和階段。這期間,電力需求增長的同時,會出現短期用電量與經濟增長“脫鉤”現象。不過,“十三五”期間是電源高質量發展的關鍵階段,今年電源發展從總量、結構、布局、消納等方面將進一步得到優化。
電力需求總量持續增長
中國(guo)工程院(yuan)院(yuan)士、全球能源(yuan)互(hu)聯網研究院(yuan)副院(yuan)長湯廣福預(yu)測,2030年,我國(guo)全社會用(yong)電(dian)(dian)量將達到(dao)10萬億度,2020-2030年全社會用(yong)電(dian)(dian)量年均(jun)增速約為(wei)3.1%。預(yu)計到(dao)2030年,清潔(jie)能源(yuan)發電(dian)(dian)裝機超過50%,成為(wei)主力電(dian)(dian)源(yuan)。
“我國電力需求(qiu)將長(chang)(chang)期持(chi)續增(zeng)長(chang)(chang),增(zeng)速明顯快于(yu)能(neng)源(yuan)需求(qiu)增(zeng)速。”國家(jia)電網總工(gong)程師兼國家(jia)電力調度調控中心(xin)主任陳國平(ping)判(pan)斷。
國(guo)網能源研究院總經濟(ji)師(shi)工程師(shi)張全預(yu)測,2018年(nian)全社會用(yong)電量約(yue)6.9萬(wan)億千(qian)瓦時,同比增長8.5%。“今年(nian)用(yong)電量明顯超出預(yu)期,主要是受經濟(ji)供給側(ce)結構性改(gai)革成(cheng)效顯著、經濟(ji)新動(dong)能快速成(cheng)長、電能替代力度加大等多重(zhong)因素的疊加影響。”
不過,記者也了(le)(le)解到,今(jin)年(nian)(nian)經(jing)(jing)濟增(zeng)(zeng)長與用電(dian)(dian)量(liang)(liang)(liang)增(zeng)(zeng)長數據出(chu)現了(le)(le)明顯的嚴重背(bei)離,經(jing)(jing)濟增(zeng)(zeng)速(su)下行(xing),但(dan)用電(dian)(dian)量(liang)(liang)(liang)增(zeng)(zeng)速(su)卻呈現上升。前三季(ji)度,國民生產總(zong)值同比(bi)增(zeng)(zeng)長6.7%,增(zeng)(zeng)速(su)較去年(nian)(nian)同期(qi)下降了(le)(le)0.2個百分點(dian),但(dan)全社會用電(dian)(dian)量(liang)(liang)(liang)卻同比(bi)增(zeng)(zeng)長8.9%,增(zeng)(zeng)速(su)較去年(nian)(nian)同期(qi)上升了(le)(le)2個百分點(dian)。對此,分析人士表示,用電(dian)(dian)量(liang)(liang)(liang)高增(zeng)(zeng)長率并不能說明經(jing)(jing)濟形勢向好的可(ke)持(chi)續性。
“中長(chang)期用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)量(liang)與(yu)經(jing)(jing)(jing)濟增長(chang)基本同(tong)步(bu),不(bu)過,短(duan)期用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)量(liang)與(yu)經(jing)(jing)(jing)濟增長(chang)可(ke)能(neng)(neng)‘脫鉤’。受(shou)結構(gou)調整、電(dian)(dian)(dian)(dian)(dian)能(neng)(neng)替代、氣(qi)溫(wen)等因素(su)影響,第二產業(ye)的用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)增速(su)(su)明顯高于用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)經(jing)(jing)(jing)濟增加(jia)值增速(su)(su),這是導致(zhi)今(jin)年用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)量(liang)增速(su)(su)快(kuai)于經(jing)(jing)(jing)濟增速(su)(su)的一個主要原因。”國網能(neng)(neng)源院經(jing)(jing)(jing)濟與(yu)能(neng)(neng)源供需研究(jiu)所副所長(chang)譚(tan)顯東分析(xi),“中美(mei)貿(mao)易(yi)(yi)摩(mo)擦(ca)成為(wei)影響我國明年經(jing)(jing)(jing)濟與(yu)用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)走勢(shi)的最(zui)大(da)變量(liang)因素(su)。2019年經(jing)(jing)(jing)濟與(yu)用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)量(liang)增速(su)(su)將(jiang)有所下(xia)降,預計GDP增長(chang)速(su)(su)度基本呈現放緩(huan)走勢(shi),經(jing)(jing)(jing)濟增速(su)(su)同(tong)比增長(chang)在6.4%左右(you)、用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)量(liang)增速(su)(su)在7%左右(you)的概率較大(da)。若中美(mei)貿(mao)易(yi)(yi)摩(mo)擦(ca)加(jia)劇(ju),則經(jing)(jing)(jing)濟與(yu)用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)量(liang)增速(su)(su)將(jiang)進一步(bu)回落,且(qie)后(hou)者回落的幅度將(jiang)明顯大(da)于前者。”
“水”“核”難達規劃目標
多(duo)位專家認為,隨著(zhu)(zhu)我國能源清潔(jie)化轉型持(chi)續(xu)推進,電源結(jie)構將朝著(zhu)(zhu)更加清潔(jie)低碳的方向發展。
國網能源研(yan)究(jiu)院的研(yan)究(jiu)顯(xian)示,截至今年8月底,我國發電(dian)(dian)裝機(ji)(ji)(ji)容量達(da)18.5億千瓦(wa),位居世(shi)界第一。煤電(dian)(dian)裝機(ji)(ji)(ji)比(bi)重遠高(gao)于(yu)(yu)主要(yao)發達(da)國家(jia),水(shui)電(dian)(dian)裝機(ji)(ji)(ji)占(zhan)比(bi)遠高(gao)于(yu)(yu)美、德(de)、英、日(ri)、韓等國,但核(he)電(dian)(dian)裝機(ji)(ji)(ji)占(zhan)比(bi)僅(jin)占(zhan)1.8%,遠低于(yu)(yu)主要(yao)發達(da)國家(jia)。
“總(zong)體來(lai)看,電(dian)(dian)(dian)(dian)源結構已(yi)從(cong)以(yi)火(huo)(huo)電(dian)(dian)(dian)(dian)、水(shui)電(dian)(dian)(dian)(dian)為(wei)主,演變為(wei)水(shui)、火(huo)(huo)、核、風、太陽(yang)能(neng)并(bing)存的(de)格局(ju)。不過(guo),火(huo)(huo)電(dian)(dian)(dian)(dian)仍(reng)是我國(guo)主要(yao)(yao)裝(zhuang)(zhuang)機(ji)類型(xing)。”國(guo)網能(neng)源研究(jiu)院(yuan)副總(zong)經理王耀華認為(wei),核電(dian)(dian)(dian)(dian)、水(shui)電(dian)(dian)(dian)(dian)、核電(dian)(dian)(dian)(dian)、氣(qi)電(dian)(dian)(dian)(dian)等常規電(dian)(dian)(dian)(dian)源的(de)裝(zhuang)(zhuang)機(ji)容(rong)量并(bing)不會因新能(neng)源逐漸呈(cheng)現出的(de)成本(ben)優勢而停止增(zeng)長(chang)。“規劃期(qi)內煤電(dian)(dian)(dian)(dian)仍(reng)將在我國(guo)電(dian)(dian)(dian)(dian)力系統中持續發(fa)揮重要(yao)(yao)作用。”
記者了解到(dao),電(dian)(dian)源(yuan)規(gui)(gui)劃方面,除(chu)水(shui)電(dian)(dian)、核(he)電(dian)(dian)、天(tian)然(ran)氣發(fa)電(dian)(dian)相較(jiao)《電(dian)(dian)力發(fa)展(zhan)“十三(san)五”規(gui)(gui)劃》(以下簡稱《規(gui)(gui)劃》)進(jin)(jin)度(du)有所滯(zhi)后外,大多(duo)數(shu)指標均(jun)按照規(gui)(gui)劃要求進(jin)(jin)度(du)執(zhi)行或已超額完(wan)成。
以水(shui)電(dian)(dian)為例,“十三五”前兩年(nian)常(chang)規(gui)水(shui)電(dian)(dian)和(he)(he)抽(chou)蓄(xu)年(nian)均增(zeng)速(su)分別為2.7%、11.6%,略低(di)于(yu)規(gui)劃(hua)設(she)定(ding)的(de)年(nian)均增(zeng)速(su)。按照目(mu)前在建(jian)和(he)(he)新(xin)開工項目(mu),預(yu)計到(dao)2020年(nian),較難完成常(chang)規(gui)水(shui)電(dian)(dian)和(he)(he)抽(chou)蓄(xu)裝機達到(dao)3.4億千瓦和(he)(he)0.4億千瓦的(de)規(gui)劃(hua)目(mu)標(biao)。
對于(yu)核(he)電,《規劃》曾明(ming)確提出(chu),“2020年(nian)全國核(he)電裝機達到5800萬(wan)千(qian)瓦(wa),在(zai)(zai)建(jian)規模(mo)3000萬(wan)千(qian)瓦(wa)以上。”根(gen)據目(mu)前(qian)在(zai)(zai)建(jian)項(xiang)目(mu)的實(shi)際情況(kuang),2020年(nian)在(zai)(zai)運裝機量(liang)將低(di)于(yu)5800萬(wan)千(qian)瓦(wa)。而且,近三年(nian)來,我國未核(he)準新(xin)的核(he)電項(xiang)目(mu),2019-2020年(nian)要加速(su)實(shi)現3000萬(wan)千(qian)瓦(wa)的在(zai)(zai)建(jian)目(mu)標,存在(zai)(zai)難度。
電源發展問題成主要矛盾
雖然(ran)水電(dian)、核電(dian)建設較規劃滯后,但(dan)記者了解(jie)到(dao),我(wo)國電(dian)源(yuan)裝機總體規模會(hui)保持平穩(wen)(wen)較快增長(chang),各類(lei)電(dian)源(yuan)呈現出(chu)協調發(fa)展態勢,火電(dian)、水電(dian)等傳統電(dian)源(yuan)繼續保持平穩(wen)(wen)發(fa)展。
從(cong)電(dian)(dian)源結(jie)(jie)構裝(zhuang)機看,“十一五”以來,我國(guo)(guo)整體電(dian)(dian)源結(jie)(jie)構持(chi)續優化,清潔(jie)能源比重不斷提高(gao),全國(guo)(guo)風電(dian)(dian)、太(tai)陽能發(fa)電(dian)(dian)裝(zhuang)機占(zhan)(zhan)比提高(gao)至當前的18.2%,火電(dian)(dian)比重穩步下降,但裝(zhuang)機占(zhan)(zhan)比仍然較高(gao)。
“未來煤(mei)(mei)電將(jiang)由(you)電量供應主體(ti)逐漸(jian)轉變為電力供應主體(ti),裝機(ji)容量將(jiang)呈現先升后降(jiang)趨(qu)勢(shi),但(dan)在(zai)規劃期內仍將(jiang)在(zai)我(wo)國電力系(xi)統中持(chi)續發(fa)揮重要作用(yong)。”王耀華(hua)表(biao)示,“為有效(xiao)應對波動(dong)性新能源(yuan)發(fa)電,未來還需要煤(mei)(mei)電機(ji)組更(geng)好地發(fa)揮調峰(feng)與(yu)備用(yong)等作用(yong),煤(mei)(mei)電機(ji)組承(cheng)擔調節(jie)功能的(de)趨(qu)勢(shi)愈加明顯(xian),隨著煤(mei)(mei)電機(ji)組在(zai)系(xi)統中承(cheng)擔功能的(de)轉變,其(qi)利用(yong)小(xiao)時數將(jiang)逐步(bu)降(jiang)低。”
此外,未(wei)來(lai)我國核(he)電(dian)容(rong)量將呈(cheng)現穩(wen)步增長形勢(shi),核(he)電(dian)的發展主(zhu)要(yao)受限(xian)于站址空(kong)間和(he)規劃建設周期。此外,水(shui)(shui)電(dian),受資源(yuan)條(tiao)件(jian)限(xian)制,增長潛(qian)力相對有限(xian)。2035年之前水(shui)(shui)電(dian)仍具備一定發展潛(qian)力,隨后(hou)將趨(qu)于飽(bao)和(he)。
參會(hui)的(de)電(dian)力行(xing)業(ye)專(zhuan)家普遍認為,“十三五”后期,電(dian)源(yuan)發(fa)展(zhan)(zhan)的(de)“不(bu)平衡、不(bu)充分”問題(ti)將成(cheng)為制約(yue)電(dian)力行(xing)業(ye)高質量發(fa)展(zhan)(zhan)的(de)主(zhu)要矛盾(dun)。主(zhu)要表現為:區(qu)(qu)域間供需形勢差異較大、部(bu)(bu)分富余(yu)與局(ju)部(bu)(bu)缺電(dian)偏緊矛盾(dun)并存、傳統(tong)電(dian)源(yuan)與新能源(yuan)發(fa)展(zhan)(zhan)缺乏統(tong)籌規(gui)劃、煤電(dian)產能過剩、局(ju)部(bu)(bu)地區(qu)(qu)“三棄”問題(ti)嚴重等(deng)。
專家(jia)建議,國家(jia)要科學研判未來電(dian)力需(xu)求,適度(du)超(chao)前發(fa)展(zhan)保障(zhang)電(dian)力供(gong)應。此外,還需(xu)加強對(dui)電(dian)源(yuan)發(fa)展(zhan)規(gui)模、結構、布局的(de)統(tong)一規(gui)劃,統(tong)籌傳統(tong)電(dian)源(yuan)與(yu)新能源(yuan)有序發(fa)展(zhan)。