當前,全(quan)球新一輪能(neng)源革命(ming)正(zheng)加速演(yan)進,世界能(neng)源體(ti)系深(shen)度重塑。風能(neng)、太陽(yang)能(neng)等新能(neng)源大規模開發利用,電(dian)能(neng)持續在工業(ye)、交通、建筑等終端能(neng)源消費領域滲透,再(zai)電(dian)氣化已成為不可(ke)逆轉的全(quan)球化趨勢。
再電氣化的內涵、特征及意義
再電(dian)氣(qi)(qi)化(hua)是指在(zai)傳統電(dian)氣(qi)(qi)化(hua)的基礎上,充分(fen)利(li)用(yong)現代能源(yuan)、材料和(he)信息技術,進(jin)一步拓展電(dian)能的利(li)用(yong)范圍和(he)規模(mo)(mo),深度(du)(du)替(ti)代煤炭、石(shi)油等(deng)終(zhong)端(duan)化(hua)石(shi)能源(yuan)消費,推動全(quan)社會(hui)電(dian)氣(qi)(qi)化(hua)水平再度(du)(du)躍升,并促進(jin)清(qing)潔能源(yuan)大規模(mo)(mo)開發(fa)利(li)用(yong),最終(zhong)實現以清(qing)潔能源(yuan)為(wei)主導、以電(dian)為(wei)中心的高度(du)(du)電(dian)氣(qi)(qi)化(hua)社會(hui)的過(guo)程。
這一輪再電(dian)氣(qi)化(hua)根(gen)植于全(quan)球(qiu)能(neng)源(yuan)加(jia)速清潔(jie)低碳轉型、積極應對氣(qi)候變化(hua)的進程之(zhi)中,與以往傳統工(gong)業化(hua)時(shi)期的電(dian)氣(qi)化(hua)進程有本質區別。
清(qing)(qing)潔低碳電(dian)(dian)氣化(hua)。從能(neng)(neng)(neng)(neng)源(yuan)(yuan)生產環節來(lai)看,傳(chuan)統電(dian)(dian)氣化(hua)主要依靠煤(mei)炭(tan)、天然氣等(deng)(deng)化(hua)石(shi)(shi)能(neng)(neng)(neng)(neng)源(yuan)(yuan)發(fa)電(dian)(dian)來(lai)保(bao)障電(dian)(dian)力供應,而再電(dian)(dian)氣化(hua)則伴隨著風(feng)能(neng)(neng)(neng)(neng)、太陽能(neng)(neng)(neng)(neng)等(deng)(deng)新(xin)能(neng)(neng)(neng)(neng)源(yuan)(yuan)的(de)大(da)規(gui)模開(kai)發(fa)和(he)利用,體(ti)現為清(qing)(qing)潔能(neng)(neng)(neng)(neng)源(yuan)(yuan)對(dui)化(hua)石(shi)(shi)能(neng)(neng)(neng)(neng)源(yuan)(yuan)的(de)替代和(he)發(fa)電(dian)(dian)能(neng)(neng)(neng)(neng)源(yuan)(yuan)占一(yi)次能(neng)(neng)(neng)(neng)源(yuan)(yuan)消費比(bi)重(zhong)的(de)提升。2018年(nian)(nian)全球(qiu)發(fa)電(dian)(dian)能(neng)(neng)(neng)(neng)源(yuan)(yuan)占一(yi)次能(neng)(neng)(neng)(neng)源(yuan)(yuan)消費比(bi)重(zhong)為34.2%,比(bi)2000年(nian)(nian)提高了2.0個百分點(dian);全球(qiu)清(qing)(qing)潔能(neng)(neng)(neng)(neng)源(yuan)(yuan)發(fa)電(dian)(dian)量占比(bi)和(he)新(xin)能(neng)(neng)(neng)(neng)源(yuan)(yuan)發(fa)電(dian)(dian)量占比(bi)分別達到58.5%和(he)9.3%,分別比(bi)2000年(nian)(nian)提高了5.6和(he)7.9個百分點(dian)。未來(lai)隨著光伏電(dian)(dian)池轉換(huan)效率不(bu)斷提高、風(feng)機大(da)型(xing)化(hua)發(fa)展以(yi)及智慧(hui)運(yun)維技術的(de)應用,新(xin)能(neng)(neng)(neng)(neng)源(yuan)(yuan)發(fa)電(dian)(dian)的(de)度電(dian)(dian)成(cheng)本還將持續下降。
預(yu)計(ji)再過5~8年(nian),新建陸上風電和大型光伏(fu)電站的(de)成(cheng)本將低于在運營的(de)煤電成(cheng)本,新能(neng)源將進入(ru)大規模存量替代(dai)的(de)高速(su)發展階段。
深(shen)度廣泛(fan)電(dian)(dian)氣(qi)化(hua)。從終(zhong)端能(neng)源(yuan)消(xiao)費環節來看,傳統的用電(dian)(dian)領(ling)域和(he)用電(dian)(dian)方式主要包括照(zhao)明、加工、制造、運輸、制冷、通信(xin)等(deng)方面。再電(dian)(dian)氣(qi)過程中(zhong),電(dian)(dian)能(neng)的利用規(gui)模和(he)范(fan)圍(wei)將(jiang)(jiang)前所未(wei)有(you)的拓展(zhan)和(he)深(shen)化(hua),對(dui)其(qi)他終(zhong)端能(neng)源(yuan)消(xiao)費品種呈現出深(shen)度廣泛(fan)替(ti)代(dai)的趨(qu)勢。2018年全球電(dian)(dian)能(neng)占終(zhong)端能(neng)源(yuan)消(xiao)費比重為19.2%,比2000年提(ti)高了3.7個百分點。未(wei)來隨著(zhu)電(dian)(dian)能(neng)替(ti)代(dai)技術經濟性(xing)不斷提(ti)高和(he)政策(ce)標(biao)準逐(zhu)步(bu)(bu)完(wan)善,工業電(dian)(dian)鍋爐(lu)、電(dian)(dian)窯爐(lu)、電(dian)(dian)動(dong)汽車、電(dian)(dian)采(cai)暖等(deng)電(dian)(dian)供能(neng)設(she)備將(jiang)(jiang)不斷推廣普(pu)及,工業、交通、建筑等(deng)終(zhong)端部門(men)電(dian)(dian)氣(qi)化(hua)水平將(jiang)(jiang)持續提(ti)升。另外,隨著(zhu)5G時代(dai)的到來,數字經濟產業迎(ying)來加速發展(zhan),數據中(zhong)心(xin)、通信(xin)基站等(deng)領(ling)域的電(dian)(dian)力需求將(jiang)(jiang)保(bao)持強勁增長,進一步(bu)(bu)促進全社(she)會(hui)電(dian)(dian)氣(qi)化(hua)水平提(ti)升。
智能(neng)(neng)互動電(dian)(dian)氣化(hua)。從整個(ge)能(neng)(neng)源(yuan)(yuan)系統來看,新能(neng)(neng)源(yuan)(yuan)的(de)大規模接入和(he)用(yong)能(neng)(neng)需求(qiu)多樣化(hua),對提高電(dian)(dian)力(li)(li)系統運行的(de)穩定性、靈活性和(he)抗(kang)擾(rao)動能(neng)(neng)力(li)(li)提出了(le)更高要(yao)求(qiu)。大數據、云計算、物聯網(wang)、人工(gong)智能(neng)(neng)、5G、區塊鏈等(deng)信(xin)息技術(shu)的(de)發(fa)展,以及與能(neng)(neng)源(yuan)(yuan)電(dian)(dian)力(li)(li)行業的(de)深(shen)度融合,為建設更智能(neng)(neng)、更安全的(de)電(dian)(dian)力(li)(li)系統提供了(le)支(zhi)撐。未(wei)來電(dian)(dian)力(li)(li)系統發(fa)輸配用(yong)等(deng)各環節(jie)的(de)智能(neng)(neng)化(hua)水平將不斷提升,源(yuan)(yuan)網(wang)荷(he)之間友好互動能(neng)(neng)力(li)(li)將顯著增強。在電(dian)(dian)源(yuan)(yuan)側(ce),通過先進(jin)傳感測量、可視化(hua)、智能(neng)(neng)控(kong)制、大容量儲(chu)能(neng)(neng)等(deng)技術(shu),實現大規模新能(neng)(neng)源(yuan)(yuan)智能(neng)(neng)發(fa)電(dian)(dian)與友好并(bing)網(wang)。
在(zai)傳輸(shu)側(ce),利用(yong)智能(neng)(neng)電(dian)(dian)網(wang)(wang)、特高壓輸(shu)電(dian)(dian)、柔性輸(shu)電(dian)(dian)等(deng)技(ji)術,實現新能(neng)(neng)源大規模(mo)遠距(ju)離配置(zhi)和消納(na)。在(zai)負荷(he)側(ce),應用(yong)物聯網(wang)(wang)、智能(neng)(neng)電(dian)(dian)表、智慧用(yong)電(dian)(dian)系統等(deng)技(ji)術,實現用(yong)戶(hu)與電(dian)(dian)網(wang)(wang)智能(neng)(neng)互(hu)動(dong)及(ji)主動(dong)負荷(he)需求響應。未來隨著(zhu)再電(dian)(dian)氣化(hua)進(jin)程的加快推進(jin),電(dian)(dian)力(li)(li)(li)技(ji)術與信息技(ji)術的深度融合,電(dian)(dian)力(li)(li)(li)系統全環節將具(ju)備智能(neng)(neng)感知能(neng)(neng)力(li)(li)(li)、實時監測能(neng)(neng)力(li)(li)(li)、智能(neng)(neng)決(jue)策水平(ping),源網(wang)(wang)荷(he)之間實現高度智能(neng)(neng)化(hua)的協同(tong)互(hu)動(dong)。
再電氣(qi)化(hua)是(shi)順(shun)應(ying)世界(jie)(jie)(jie)能(neng)源變(bian)革潮(chao)流(liu)、積極應(ying)對(dui)氣(qi)候變(bian)化(hua)和(he)促進(jin)(jin)人(ren)類(lei)文明進(jin)(jin)步的(de)(de)(de)重(zhong)(zhong)要戰(zhan)略(lve)選(xuan)擇。對(dui)于世界(jie)(jie)(jie)而言(yan),再電氣(qi)化(hua)將(jiang)重(zhong)(zhong)構(gou)世界(jie)(jie)(jie)能(neng)源體系,使世界(jie)(jie)(jie)能(neng)源發展(zhan)擺脫資源、時(shi)空和(he)環境約束,實現大規模清潔能(neng)源高效開(kai)發和(he)利用,推動清潔能(neng)源成(cheng)為主導能(neng)源,讓人(ren)人(ren)享有更(geng)充(chong)足的(de)(de)(de)能(neng)源供應(ying)、更(geng)宜居的(de)(de)(de)生活環境,進(jin)(jin)而為構(gou)建人(ren)類(lei)命(ming)運(yun)共同(tong)體提供堅強的(de)(de)(de)動力保障。對(dui)于我國而言(yan),再電氣(qi)化(hua)與(yu)新(xin)發展(zhan)理(li)念(nian)高度契合,是(shi)深入貫徹“四(si)個革命(ming)、一個合作”能(neng)源安全新(xin)戰(zhan)略(lve)的(de)(de)(de)重(zhong)(zhong)要體現。加快(kuai)推進(jin)(jin)再電氣(qi)化(hua)對(dui)推動能(neng)源生產(chan)和(he)消(xiao)費(fei)革命(ming)、提升經濟發展(zhan)質量效益、促進(jin)(jin)生態(tai)環境改善、兌(dui)現減排承(cheng)諾(nuo)和(he)降低(di)油氣(qi)對(dui)外依(yi)存度等(deng)具(ju)有重(zhong)(zhong)要意(yi)義(yi)。
我國再電氣化的發展現狀及國際比較
通常衡量一(yi)(yi)個國(guo)家或地區的(de)電(dian)氣化水平的(de)指標主要有(you)兩個:一(yi)(yi)是發(fa)電(dian)能(neng)源占(zhan)一(yi)(yi)次(ci)能(neng)源消費比(bi)(bi)重,反映(ying)電(dian)力(li)在整個能(neng)源供(gong)應(ying)體系中的(de)地位;二是電(dian)能(neng)占(zhan)終端(duan)能(neng)源消費比(bi)(bi)重,反映(ying)經濟社(she)會發(fa)展對(dui)電(dian)力(li)的(de)依賴程(cheng)度(du)。這一(yi)(yi)輪(lun)再電(dian)氣化以(yi)清(qing)(qing)潔(jie)低(di)碳為基本(ben)特征,因此增加清(qing)(qing)潔(jie)能(neng)源發(fa)電(dian)量占(zhan)比(bi)(bi)和新能(neng)源發(fa)電(dian)量占(zhan)比(bi)(bi),反映(ying)再電(dian)氣化進程(cheng)的(de)清(qing)(qing)潔(jie)低(di)碳化程(cheng)度(du)。
新(xin)(xin)中(zhong)(zhong)國(guo)成立以(yi)來,我國(guo)的電(dian)(dian)(dian)(dian)(dian)氣(qi)化(hua)進程實(shi)現了(le)跨(kua)越式發(fa)(fa)展,能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)生產側和(he)消費側電(dian)(dian)(dian)(dian)(dian)氣(qi)化(hua)水(shui)平(ping)(ping)(ping)、以(yi)及(ji)電(dian)(dian)(dian)(dian)(dian)力供應清(qing)潔低碳化(hua)水(shui)平(ping)(ping)(ping)均實(shi)現顯著提(ti)升。2018年(nian)我國(guo)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)占(zhan)一次能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)消費比重(zhong)(zhong)達(da)(da)到45.4%,電(dian)(dian)(dian)(dian)(dian)能(neng)(neng)占(zhan)終端能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)消費比重(zhong)(zhong)達(da)(da)到25.5%,清(qing)潔能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)量占(zhan)比和(he)新(xin)(xin)能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)量占(zhan)比分別達(da)(da)到36.3%和(he)7.8%。煤電(dian)(dian)(dian)(dian)(dian)在(zai)我國(guo)電(dian)(dian)(dian)(dian)(dian)氣(qi)化(hua)進程中(zhong)(zhong)發(fa)(fa)揮(hui)了(le)基礎支撐作用,清(qing)潔能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)有效地改善了(le)我國(guo)電(dian)(dian)(dian)(dian)(dian)力供應結構。在(zai)終端部(bu)門中(zhong)(zhong),工業部(bu)門電(dian)(dian)(dian)(dian)(dian)氣(qi)化(hua)步(bu)伐平(ping)(ping)(ping)穩,建筑(zhu)部(bu)門電(dian)(dian)(dian)(dian)(dian)氣(qi)化(hua)水(shui)平(ping)(ping)(ping)最高,交通部(bu)門電(dian)(dian)(dian)(dian)(dian)氣(qi)化(hua)發(fa)(fa)展速度(du)最快。
全球電(dian)(dian)(dian)氣(qi)化(hua)(hua)水(shui)平(ping)經過前(qian)期(qi)快速(su)提升(sheng),近(jin)期(qi)進(jin)入平(ping)穩發(fa)展(zhan)(zhan)階段,發(fa)達(da)(da)國(guo)家(jia)(jia)普(pu)遍高于發(fa)展(zhan)(zhan)中(zhong)國(guo)家(jia)(jia)。近(jin)年來,發(fa)達(da)(da)國(guo)家(jia)(jia)受經濟增長放緩(huan)、替代能(neng)源競爭力增強、棄核政策等因素影響(xiang),電(dian)(dian)(dian)氣(qi)化(hua)(hua)進(jin)程(cheng)明顯(xian)放緩(huan),而我國(guo)電(dian)(dian)(dian)氣(qi)化(hua)(hua)進(jin)程(cheng)保持較快發(fa)展(zhan)(zhan)。目前(qian)我國(guo)能(neng)源生產側(ce)(ce)電(dian)(dian)(dian)氣(qi)化(hua)(hua)程(cheng)度(du)已達(da)(da)到發(fa)達(da)(da)國(guo)家(jia)(jia)平(ping)均水(shui)平(ping),消費側(ce)(ce)電(dian)(dian)(dian)氣(qi)化(hua)(hua)程(cheng)度(du)已超過發(fa)達(da)(da)國(guo)家(jia)(jia)平(ping)均水(shui)平(ping)。但是在(zai)電(dian)(dian)(dian)力供應(ying)結構方面,發(fa)達(da)(da)國(guo)家(jia)(jia)電(dian)(dian)(dian)力供應(ying)清潔(jie)低碳化(hua)(hua)程(cheng)度(du)已達(da)(da)到較高水(shui)平(ping),我國(guo)電(dian)(dian)(dian)力供應(ying)清潔(jie)低碳化(hua)(hua)程(cheng)度(du)仍遠落(luo)后于發(fa)達(da)(da)國(guo)家(jia)(jia)平(ping)均水(shui)平(ping)。
我國再電氣化的影響因素和潛力
影(ying)響再電(dian)(dian)氣(qi)化發(fa)展(zhan)的(de)主要因素有(you):一(yi)是(shi)資源(yuan)稟賦條件。各國都會基于(yu)自身資源(yuan)稟賦特(te)點進(jin)行能(neng)源(yuan)有(you)效開(kai)發(fa)和利用。二(er)是(shi)經濟發(fa)展(zhan)水(shui)平。各國電(dian)(dian)能(neng)占終端能(neng)源(yuan)消(xiao)費比重與(yu)人(ren)均GDP呈顯著的(de)正(zheng)相關(guan)關(guan)系(xi)。三是(shi)技術(shu)進(jin)步和經濟性。技術(shu)進(jin)步是(shi)推(tui)動(dong)再電(dian)(dian)氣(qi)化發(fa)展(zhan)的(de)根本力量,新能(neng)源(yuan)和電(dian)(dian)能(neng)替(ti)代技術(shu)進(jin)步將(jiang)(jiang)推(tui)動(dong)全社會電(dian)(dian)氣(qi)化水(shui)平持續提升。四是(shi)宏(hong)觀(guan)政策取向。我國積極主動(dong)應對氣(qi)候(hou)變化,持續推(tui)進(jin)生態文明建設,將(jiang)(jiang)有(you)力推(tui)動(dong)再電(dian)(dian)氣(qi)化進(jin)程。
我國電(dian)(dian)(dian)(dian)能(neng)替(ti)(ti)代潛(qian)力巨大,理論可替(ti)(ti)代潛(qian)力達4.6萬億(yi)千瓦(wa)(wa)時,技(ji)術可替(ti)(ti)代潛(qian)力達2.4萬億(yi)千瓦(wa)(wa)時。分部門來看,工業(ye)部門隨著電(dian)(dian)(dian)(dian)能(neng)替(ti)(ti)代技(ji)術設備經濟性提(ti)(ti)升(sheng)(sheng)和高質量(liang)工藝(yi)產品需求增加(jia),電(dian)(dian)(dian)(dian)氣(qi)化水(shui)平(ping)將(jiang)不斷提(ti)(ti)升(sheng)(sheng)。交通部門重點在鐵路和公路客運(yun)領域(yu)快速提(ti)(ti)升(sheng)(sheng)電(dian)(dian)(dian)(dian)氣(qi)化率,航(hang)空、航(hang)運(yun)、公路貨(huo)運(yun)受能(neng)量(liang)密度限制(zhi),電(dian)(dian)(dian)(dian)能(neng)替(ti)(ti)代難度較(jiao)大。建筑(zhu)部門隨著電(dian)(dian)(dian)(dian)制(zhi)冷、電(dian)(dian)(dian)(dian)采暖、電(dian)(dian)(dian)(dian)熱水(shui)器、電(dian)(dian)(dian)(dian)炊具(ju)的不斷推廣,電(dian)(dian)(dian)(dian)氣(qi)化水(shui)平(ping)將(jiang)持(chi)續提(ti)(ti)升(sheng)(sheng)。
我國再電氣化面臨的主要挑戰
清(qing)潔(jie)能源(yuan)發(fa)展(zhan)尚無法完全(quan)滿足(zu)新(xin)增(zeng)(zeng)電(dian)(dian)(dian)力(li)需(xu)求(qiu)。我國總體還處(chu)于工業化(hua)(hua)后期(qi)、城(cheng)鎮化(hua)(hua)快速(su)推進(jin)期(qi),未來電(dian)(dian)(dian)力(li)需(xu)求(qiu)仍有較大的(de)(de)增(zeng)(zeng)長(chang)空間,特別是(shi)隨著(zhu)再(zai)電(dian)(dian)(dian)氣(qi)化(hua)(hua)進(jin)程的(de)(de)推進(jin),全(quan)社會用電(dian)(dian)(dian)范圍不斷(duan)拓展(zhan),電(dian)(dian)(dian)力(li)需(xu)求(qiu)將保持剛性增(zeng)(zeng)長(chang),增(zeng)(zeng)速(su)逐步放緩,但增(zeng)(zeng)量(liang)(liang)規模依然(ran)可觀(guan)。清(qing)潔(jie)能源(yuan)雖然(ran)發(fa)展(zhan)迅速(su),但還不足(zu)以滿足(zu)快速(su)增(zeng)(zeng)長(chang)的(de)(de)電(dian)(dian)(dian)力(li)需(xu)求(qiu)增(zeng)(zeng)量(liang)(liang)。如果再(zai)電(dian)(dian)(dian)氣(qi)化(hua)(hua)推進(jin)速(su)度過快,就(jiu)需(xu)要新(xin)建(jian)大量(liang)(liang)煤電(dian)(dian)(dian)來填補缺口,這在一(yi)定程度上違背了(le)清(qing)潔(jie)低碳(tan)這一(yi)推進(jin)再(zai)電(dian)(dian)(dian)氣(qi)化(hua)(hua)的(de)(de)初(chu)衷。2016~2019年期(qi)間,我國電(dian)(dian)(dian)力(li)消費年均增(zeng)(zeng)長(chang)3267億千(qian)瓦時(shi),而(er)清(qing)潔(jie)能源(yuan)發(fa)電(dian)(dian)(dian)量(liang)(liang)年均增(zeng)(zeng)長(chang)1714億千(qian)瓦時(shi),清(qing)潔(jie)能源(yuan)僅能滿足(zu)52.5%的(de)(de)新(xin)增(zeng)(zeng)電(dian)(dian)(dian)力(li)需(xu)求(qiu)。
再電(dian)(dian)(dian)(dian)氣化對(dui)電(dian)(dian)(dian)(dian)力(li)系統(tong)靈(ling)活柔性、智能(neng)互動(dong)、安全可控(kong)(kong)提(ti)(ti)出更高要求。未來清潔能(neng)源(yuan)(yuan)(yuan)不(bu)僅要滿足電(dian)(dian)(dian)(dian)力(li)需(xu)求增量(liang)(liang)(liang),還要滿足煤電(dian)(dian)(dian)(dian)退出的存(cun)量(liang)(liang)(liang)缺(que)口。風電(dian)(dian)(dian)(dian)、太陽能(neng)發電(dian)(dian)(dian)(dian)等(deng)間歇性電(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan)大(da)規模、高比例并網,對(dui)電(dian)(dian)(dian)(dian)網安全運(yun)行、電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)消(xiao)納提(ti)(ti)出了挑戰。需(xu)要加強電(dian)(dian)(dian)(dian)網互聯、提(ti)(ti)高靈(ling)活調節能(neng)力(li),依(yi)托大(da)電(dian)(dian)(dian)(dian)網和電(dian)(dian)(dian)(dian)力(li)市(shi)場,大(da)范圍內優化配置能(neng)源(yuan)(yuan)(yuan)資源(yuan)(yuan)(yuan)。另一方面,再電(dian)(dian)(dian)(dian)氣化促使(shi)電(dian)(dian)(dian)(dian)動(dong)汽車、虛擬電(dian)(dian)(dian)(dian)廠、分布式能(neng)源(yuan)(yuan)(yuan)等(deng)交(jiao)互式能(neng)源(yuan)(yuan)(yuan)設施廣泛接入,以及綜合能(neng)源(yuan)(yuan)(yuan)服務(wu)等(deng)新型需(xu)求大(da)量(liang)(liang)(liang)涌現,使(shi)得電(dian)(dian)(dian)(dian)網負(fu)荷(he)預測和潮流控(kong)(kong)制更為復雜,對(dui)電(dian)(dian)(dian)(dian)力(li)系統(tong)智能(neng)互動(dong)水平也提(ti)(ti)出了更高要求。
電(dian)能替(ti)代的經濟性和可(ke)(ke)持(chi)續(xu)(xu)性有待提高。“十三五”時期,我(wo)國大(da)(da)力推(tui)進(jin)電(dian)能替(ti)代,在一系列優惠政策的推(tui)動下,預計能夠完成7000億~8000億千(qian)瓦時替(ti)代電(dian)量,但(dan)后續(xu)(xu)深入(ru)推(tui)進(jin)將面(mian)臨(lin)挑戰(zhan)。在技(ji)術(shu)(shu)層面(mian),電(dian)鍋爐(lu)、電(dian)動汽車、熱(re)泵等(deng)技(ji)術(shu)(shu)正逐(zhu)步(bu)成熟(shu),電(dian)能在工(gong)業、交通、建(jian)筑等(deng)領域(yu)(yu)的可(ke)(ke)利(li)用(yong)范(fan)圍不斷擴(kuo)大(da)(da),目前僅在航空、航運領域(yu)(yu)尚(shang)未形成較有前景的技(ji)術(shu)(shu),因此(ci)從功能可(ke)(ke)實現的角度來講,電(dian)能替(ti)代加速潛力大(da)(da)。
但是,在(zai)經濟(ji)層面,綜合考(kao)慮全壽命周期內投資(zi)、運(yun)行、維護等(deng)(deng)成(cheng)本(ben)(ben),電(dian)能(neng)在(zai)居民采暖、工業高溫高壓熱蒸(zheng)汽、中重型(xing)卡(ka)車(che)長途運(yun)輸等(deng)(deng)場景的應用中,經濟(ji)性欠(qian)佳。從等(deng)(deng)效熱值成(cheng)本(ben)(ben)來看(kan),當前(qian)電(dian)能(neng)成(cheng)本(ben)(ben)約為燃(ran)煤的2.4~4.8倍,極大限制電(dian)能(neng)替代推(tui)進速度,如(ru)果(guo)計入能(neng)源(yuan)環境成(cheng)本(ben)(ben),電(dian)能(neng)替代的競爭力將有所提升。
我國再電氣化的發展趨勢及情景分析
展望未(wei)來(lai),我國將(jiang)在(zai)全面建成小康社會(hui)(hui)的基礎上,開啟全面建設社會(hui)(hui)主義(yi)現代(dai)化國家新(xin)征程。我國經濟(ji)將(jiang)沿著高質量發展方(fang)向(xiang)不(bu)斷前進,能(neng)源生(sheng)產和消費革命加快向(xiang)縱深推進,新(xin)能(neng)源技術和電能(neng)替(ti)代(dai)技術的經濟(ji)性和競爭力不(bu)斷提升,再電氣化將(jiang)迎來(lai)重(zhong)要發展機遇期。
電(dian)力消費持(chi)續增長和清潔(jie)能源發電(dian)規模快速擴張將推動(dong)能源生產側電(dian)氣化(hua)水平大幅(fu)提升(sheng)。未(wei)來隨著我(wo)(wo)國經(jing)濟持(chi)續從(cong)高(gao)能源強度的(de)(de)制造業向低能源強度的(de)(de)服務業轉型,加之能效提升(sheng)政策的(de)(de)實施(shi),我(wo)(wo)國一次能源消費增速將大幅(fu)放緩。電(dian)能作為清潔(jie)高(gao)效的(de)(de)二次能源,是(shi)支撐未(wei)來信息社會和數字經(jing)濟的(de)(de)最重(zhong)要的(de)(de)能源品種。
我國(guo)電力(li)消費(fei)(fei)將(jiang)保持較快(kuai)增長,增速(su)顯著快(kuai)于(yu)一(yi)(yi)次能(neng)源(yuan)(yuan)消費(fei)(fei),這將(jiang)推動發電能(neng)源(yuan)(yuan)占(zhan)一(yi)(yi)次能(neng)源(yuan)(yuan)消費(fei)(fei)比(bi)重新(xin)一(yi)(yi)輪快(kuai)速(su)提(ti)升。另一(yi)(yi)方(fang)面,在技術進(jin)(jin)步和國(guo)家政策的推動下,各類清潔(jie)能(neng)源(yuan)(yuan)特別是風(feng)能(neng)、太陽能(neng)等新(xin)能(neng)源(yuan)(yuan)通(tong)過轉化(hua)為電力(li)的方(fang)式大規(gui)模開發利(li)用,也將(jiang)促進(jin)(jin)發電能(neng)源(yuan)(yuan)占(zhan)一(yi)(yi)次能(neng)源(yuan)(yuan)消費(fei)(fei)比(bi)重進(jin)(jin)一(yi)(yi)步提(ti)升。預計2035年我國(guo)發電能(neng)源(yuan)(yuan)占(zhan)一(yi)(yi)次能(neng)源(yuan)(yuan)消費(fei)(fei)比(bi)重將(jiang)達到55%左右。
電(dian)(dian)能替(ti)代深入(ru)推進和新興電(dian)(dian)力(li)消費快速增長(chang)(chang)將推動能源(yuan)消費側電(dian)(dian)氣(qi)化(hua)水平(ping)大(da)幅提(ti)高。未來隨著電(dian)(dian)能替(ti)代技術的(de)競爭力(li)日益增強,超大(da)規模的(de)用電(dian)(dian)潛(qian)力(li)將不斷(duan)釋(shi)放,電(dian)(dian)能將是(shi)未來終端能源(yuan)中增長(chang)(chang)最快的(de)能源(yuan)品種,電(dian)(dian)能占(zhan)終端能源(yuan)消費的(de)比重將不斷(duan)提(ti)升,并(bing)逐(zhu)步占(zhan)據終端用能的(de)核心地位。工業部門隨著自動化(hua)、智能化(hua)水平(ping)提(ti)升以(yi)及電(dian)(dian)供能設(she)備技術經(jing)濟性提(ti)高,電(dian)(dian)氣(qi)化(hua)水平(ping)將穩步提(ti)升。
交(jiao)通部(bu)門隨著(zhu)電(dian)動(dong)汽(qi)車大規模普及以及電(dian)氣(qi)(qi)化軌(gui)道交(jiao)通的持(chi)續發展,電(dian)氣(qi)(qi)化水(shui)平將(jiang)大幅提(ti)升(sheng)。建筑(zhu)部(bu)門隨著(zhu)電(dian)采暖、電(dian)制冷、電(dian)炊具、電(dian)熱水(shui)設備的不(bu)斷推廣應用,電(dian)氣(qi)(qi)化水(shui)平將(jiang)持(chi)續提(ti)升(sheng)。此外(wai),數字經濟產(chan)業加速(su)發展,可(ke)再生能(neng)源發電(dian)制氫等新(xin)產(chan)業不(bu)斷成熟(shu)壯大,將(jiang)進(jin)(jin)一步促進(jin)(jin)全社(she)會電(dian)氣(qi)(qi)化水(shui)平提(ti)升(sheng)。預計2035年我國電(dian)能(neng)占(zhan)終端(duan)能(neng)源消費的比(bi)重有(you)望達(da)到34%左(zuo)右(you)。
清(qing)(qing)(qing)潔能源由增量替代(dai)轉(zhuan)向(xiang)存(cun)量替代(dai)將(jiang)(jiang)推動電力供應清(qing)(qing)(qing)潔低碳化(hua)水平大幅提升。未(wei)來隨著新能源技術(shu)的(de)日益成熟、系統靈活性的(de)不斷提升和(he)(he)制(zhi)度體系逐(zhu)步(bu)完善,風電和(he)(he)光伏發電的(de)經(jing)濟性和(he)(he)競(jing)爭力將(jiang)(jiang)不斷提升。未(wei)來風電和(he)(he)光伏發電在(zai)全(quan)面實(shi)現平價(jia)上網(wang)的(de)基礎(chu)上,將(jiang)(jiang)逐(zhu)步(bu)發展成為比煤電還經(jing)濟的(de)發電方式,進而推動清(qing)(qing)(qing)潔能源在(zai)2030年(nian)之前(qian)進入(ru)大規(gui)模存(cun)量替代(dai)的(de)發展階段。
這將(jiang)不僅大幅提(ti)升電(dian)(dian)力供應清(qing)潔低(di)碳(tan)化(hua)(hua)水平,同時還有助于(yu)推(tui)動電(dian)(dian)力系(xi)統供應成本降低(di)。此外,氣(qi)電(dian)(dian)、核電(dian)(dian)和水電(dian)(dian)將(jiang)繼(ji)續(xu)保持穩步(bu)發(fa)(fa)展(zhan)的(de)趨勢,也將(jiang)推(tui)動電(dian)(dian)力供應清(qing)潔低(di)碳(tan)化(hua)(hua)水平的(de)提(ti)升。預計2035年我國清(qing)潔能源發(fa)(fa)電(dian)(dian)量占比達(da)到(dao)55%左(zuo)右,新能源發(fa)(fa)電(dian)(dian)量占比將(jiang)達(da)到(dao)25%左(zuo)右。
我國再電氣化的情景分析
按(an)照我國(guo)到2035年基本(ben)實現社會主義(yi)現代化的目標、加快推(tui)進生態文(wen)明建設(she)和《能(neng)源生產和消費革(ge)命戰略(lve)(2016~2030)》的要求,結合新能(neng)源技(ji)術(shu)和電(dian)能(neng)替代技(ji)術(shu)發展(zhan)趨勢,對未來再電(dian)氣化進程設(she)定兩(liang)種不同發展(zhan)情景。
基準情景:該情景描繪(hui)了未來我(wo)國按照既定時間表(biao)和路線圖,如(ru)期(qi)實現(xian)社(she)會(hui)主義現(xian)代化目標。我(wo)國經濟保持高質量(liang)發展,生態文明建設和能源(yuan)生產和消(xiao)費革命持續推進,新(xin)能源(yuan)技術(shu)和電(dian)(dian)能替代技術(shu)的經濟性和競爭力(li)不斷提升,再電(dian)(dian)氣化進程沿著當前路徑穩(wen)(wen)步(bu)(bu)推進,電(dian)(dian)力(li)供應清潔化轉型穩(wen)(wen)步(bu)(bu)推進。
加(jia)速(su)再電(dian)(dian)氣(qi)化情景(jing):該情景(jing)描繪了我國在確保完成2035年(nian)基本實(shi)現社會主義(yi)現代(dai)化目標的前期(qi)下,更加(jia)強化生(sheng)態文明建(jian)設(she),能源(yuan)生(sheng)產和消費革命加(jia)速(su)推進(jin),再電(dian)(dian)氣(qi)化上升為國家(jia)戰(zhan)略大力推進(jin),同時新能源(yuan)技(ji)術和電(dian)(dian)能替代(dai)技(ji)術快速(su)突破,再電(dian)(dian)氣(qi)化進(jin)程加(jia)速(su)推進(jin),電(dian)(dian)力供(gong)應清(qing)潔化轉(zhuan)型快速(su)推進(jin)。
在(zai)基準情景下,2035年(nian)我國電(dian)力消費(fei)總量將(jiang)增(zeng)長到11.4萬(wan)億(yi)千瓦時(shi)左(zuo)右(you)(you),發(fa)電(dian)能(neng)(neng)源(yuan)占一次(ci)能(neng)(neng)源(yuan)消費(fei)比重將(jiang)提(ti)升到55%左(zuo)右(you)(you),電(dian)能(neng)(neng)占終端能(neng)(neng)源(yuan)消費(fei)比重將(jiang)提(ti)升到34%左(zuo)右(you)(you),清潔(jie)能(neng)(neng)源(yuan)和新(xin)能(neng)(neng)源(yuan)發(fa)電(dian)量占比將(jiang)分別提(ti)升到55%和25%左(zuo)右(you)(you)。
在加速(su)再電(dian)氣化情景下(xia),2035年(nian)我國電(dian)力消(xiao)費(fei)總(zong)量將(jiang)增長(chang)到(dao)12.2萬億千瓦時左(zuo)右,發電(dian)能(neng)源(yuan)占(zhan)一次能(neng)源(yuan)消(xiao)費(fei)比重(zhong)將(jiang)提(ti)(ti)升到(dao)60%左(zuo)右,電(dian)能(neng)占(zhan)終端能(neng)源(yuan)消(xiao)費(fei)比重(zhong)將(jiang)提(ti)(ti)升到(dao)40%左(zuo)右,清潔能(neng)源(yuan)和新(xin)能(neng)源(yuan)發電(dian)量占(zhan)比將(jiang)分別提(ti)(ti)升到(dao)62%和30%左(zuo)右。
我國再電氣化的實施路徑
能(neng)(neng)源(yuan)生產側堅(jian)持“以電(dian)(dian)為(wei)中心”,加(jia)速(su)推(tui)進清(qing)潔能(neng)(neng)源(yuan)電(dian)(dian)氣化,逐步實現對化石能(neng)(neng)源(yuan)的增量替(ti)代(dai)和(he)存(cun)量替(ti)代(dai)。加(jia)快(kuai)集中式規模化清(qing)潔能(neng)(neng)源(yuan)基(ji)地(di)的開(kai)發(fa)(fa)。水電(dian)(dian)加(jia)快(kuai)建(jian)設金沙江(jiang)下(xia)游、大渡河、雅礱江(jiang)等(deng)(deng)水電(dian)(dian)基(ji)地(di)。風(feng)(feng)電(dian)(dian)加(jia)快(kuai)建(jian)設三北地(di)區(qu)大型陸上風(feng)(feng)電(dian)(dian)基(ji)地(di)以及東南沿海地(di)區(qu)大型海上風(feng)(feng)電(dian)(dian)基(ji)地(di)。太陽(yang)能(neng)(neng)發(fa)(fa)電(dian)(dian)加(jia)快(kuai)建(jian)設新疆、西藏、青海、甘肅、內蒙古等(deng)(deng)大型太陽(yang)能(neng)(neng)發(fa)(fa)電(dian)(dian)基(ji)地(di)。核電(dian)(dian)加(jia)快(kuai)啟(qi)動第三代(dai)核電(dian)(dian)項(xiang)目,確保(bao)安全高(gao)效穩(wen)步發(fa)(fa)展。此外,加(jia)強輸(shu)電(dian)(dian)通道建(jian)設,提(ti)高(gao)跨區(qu)輸(shu)電(dian)(dian)能(neng)(neng)力。完善清(qing)潔能(neng)(neng)源(yuan)發(fa)(fa)展相關政策體系,嚴格執(zhi)行可再(zai)生能(neng)(neng)源(yuan)電(dian)(dian)力消納(na)保(bao)障機(ji)制(zhi),建(jian)立(li)健全可再(zai)生能(neng)(neng)源(yuan)市場(chang)化交易(yi)機(ji)制(zhi)等(deng)(deng)。
能(neng)源消費側堅持“以電(dian)(dian)為優(you)先”,廣泛深(shen)入實(shi)施(shi)電(dian)(dian)能(neng)替(ti)代(dai)(dai)(dai)(dai),努力(li)實(shi)現能(neng)源消費高(gao)度電(dian)(dian)氣化(hua)。技(ji)(ji)術進步是推(tui)動電(dian)(dian)能(neng)替(ti)代(dai)(dai)(dai)(dai)的根(gen)本(ben)力(li)量。通過加大(da)電(dian)(dian)能(neng)替(ti)代(dai)(dai)(dai)(dai)技(ji)(ji)術研發力(li)度,促進電(dian)(dian)能(neng)替(ti)代(dai)(dai)(dai)(dai)技(ji)(ji)術快(kuai)速迭代(dai)(dai)(dai)(dai)和(he)成本(ben)降(jiang)低。加大(da)電(dian)(dian)能(neng)替(ti)代(dai)(dai)(dai)(dai)實(shi)施(shi)力(li)度,按照差異(yi)化(hua)原則(ze)科(ke)學制定電(dian)(dian)能(neng)替(ti)代(dai)(dai)(dai)(dai)規劃,優(you)化(hua)電(dian)(dian)能(neng)替(ti)代(dai)(dai)(dai)(dai)時序,實(shi)施(shi)電(dian)(dian)能(neng)替(ti)代(dai)(dai)(dai)(dai)項目和(he)配(pei)電(dian)(dian)網建設。
電能替代(dai)較有(you)前景(jing)的技術(shu)領域有(you):工業(ye)電鍋(guo)(guo)爐(lu)(lu)、電窯(yao)爐(lu)(lu)應(ying)(ying)用于(yu)工業(ye)產品(pin)加工工藝過(guo)程;電動汽車應(ying)(ying)用于(yu)公(gong)路客運和部分短途貨運領域;電(蓄)熱鍋(guo)(guo)爐(lu)(lu)應(ying)(ying)用于(yu)建筑密集(ji)(ji)小區的集(ji)(ji)中供暖;熱泵應(ying)(ying)用于(yu)大(da)型公(gong)共建筑供熱。此(ci)外(wai),可(ke)再生能源電解水(shui)制氫(qing)替代(dai)化(hua)石能源重整制氫(qing)也具(ju)有(you)發展潛力。
以數字化賦能(neng)(neng)(neng)電力系統,加(jia)快構建(jian)適應大(da)(da)規(gui)模高(gao)比(bi)例新能(neng)(neng)(neng)源并(bing)網(wang)和多樣化交互式用(yong)電需求(qiu)的(de)新一代(dai)電力系統。推動(dong)互聯網(wang)、大(da)(da)數據(ju)、云計算、人工(gong)智(zhi)能(neng)(neng)(neng)等現(xian)代(dai)信(xin)息技術(shu)與(yu)電力系統深度融合,增強源網(wang)荷之間的(de)智(zhi)能(neng)(neng)(neng)互動(dong),實現(xian)更大(da)(da)規(gui)模的(de)清潔能(neng)(neng)(neng)源消納,同時滿足更加(jia)多樣化、交互式的(de)用(yong)能(neng)(neng)(neng)需求(qiu)。電源方面,加(jia)快推進(jin)智(zhi)慧電廠建(jian)設,各類(lei)電源能(neng)(neng)(neng)夠(gou)自動(dong)采(cai)集、智(zhi)能(neng)(neng)(neng)分析與(yu)靈(ling)活控制,實現(xian)大(da)(da)規(gui)模新能(neng)(neng)(neng)源的(de)智(zhi)能(neng)(neng)(neng)發(fa)電與(yu)友好并(bing)網(wang)。
電(dian)網方面,突破高電(dian)壓等(deng)級(ji)柔性輸電(dian)、直流電(dian)網、大(da)(da)容量(liang)海底電(dian)纜、超導(dao)輸電(dian)等(deng)先進輸電(dian)和(he)智能(neng)(neng)電(dian)網技(ji)術,大(da)(da)幅提升電(dian)網資源配置能(neng)(neng)力(li)(li)、靈活調節能(neng)(neng)力(li)(li)和(he)安全穩定控(kong)制能(neng)(neng)力(li)(li)。負荷方面,大(da)(da)力(li)(li)推廣智能(neng)(neng)電(dian)表、智慧用(yong)電(dian)系統、合同能(neng)(neng)源管理、需求側(ce)響(xiang)應等(deng)技(ji)術和(he)模式(shi),提高終端電(dian)能(neng)(neng)利用(yong)效率。