日前,中國電力企業聯合會發布《2023年三季度全國電力供需形勢分析預測報告》顯示,前三季度,全國全社會用電量6.86萬億千瓦時,同比增長5.6%,增速比上年同期提高1.6個百分點,一、二、三季度同比分別增長3.6%、6.4%和6.6%。
前三季(ji)度,全國(guo)新(xin)(xin)(xin)增(zeng)發(fa)電(dian)(dian)裝(zhuang)機容(rong)量2.3億(yi)千瓦,同比多(duo)投(tou)產1.1億(yi)千瓦;其中,新(xin)(xin)(xin)增(zeng)并網太(tai)陽能發(fa)電(dian)(dian)裝(zhuang)機容(rong)量1.3億(yi)千瓦,同比多(duo)投(tou)產7633萬千瓦,占新(xin)(xin)(xin)增(zeng)發(fa)電(dian)(dian)裝(zhuang)機總容(rong)量的比重達到(dao)57.0%。
發電設備利(li)用小時(shi)(shi)均同(tong)比提(ti)高,并網風電1665小時(shi)(shi),同(tong)比提(ti)高49小時(shi)(shi)。并網太陽能發電1017小時(shi)(shi),同(tong)比降低45小時(shi)(shi)。
報告主要內容如下:
前三季(ji)度,全國全社會用(yong)(yong)電(dian)量(liang)6.86萬億千瓦時,同(tong)比增(zeng)長5.6%,增(zeng)速(su)比上年(nian)同(tong)期提高1.6個百分(fen)點,國民經濟(ji)持續恢復向好(hao)拉動電(dian)力消費(fei)增(zeng)速(su)同(tong)比提高。一、二、三季(ji)度全社會用(yong)(yong)電(dian)量(liang)同(tong)比分(fen)別增(zeng)長3.6%、6.4%和6.6%。
一是第一產業用電量延續快速增長勢頭。前三季度(du),第一產業用電量976億(yi)千瓦(wa)時(shi),同(tong)比增長11.3%。
二是第二產(chan)(chan)業用(yong)(yong)電(dian)量增(zeng)速逐季(ji)上升(sheng)。前三季(ji)度,第二產(chan)(chan)業用(yong)(yong)電(dian)量4.47萬億千瓦時,同(tong)比(bi)增(zeng)長5.5%。其中,一、二、三季(ji)度同(tong)比(bi)分(fen)別增(zeng)長4.2%、4.7%和(he)7.3%。前三季(ji)度制(zhi)造業用(yong)(yong)電(dian)量同(tong)比(bi)增(zeng)長6.1%,一、二、三季(ji)度同(tong)比(bi)分(fen)別增(zeng)長4.0%、11.7%和(he)13.3%。
三(san)是第三(san)產(chan)業用(yong)電量(liang)恢(hui)復較快增(zeng)長勢(shi)頭。前(qian)三(san)季度,第三(san)產(chan)業用(yong)電量(liang)1.25萬億千瓦(wa)時,同比增(zeng)長10.1%。其中,一、二、三(san)季度同比分(fen)別(bie)增(zeng)長4.1%、15.9%和10.5%;兩(liang)年(nian)平均增(zeng)速(su)分(fen)別(bie)為(wei)5.3%、7.9%和9.3%。
四(si)是城鄉居(ju)民(min)生活用電量低速增(zeng)長。前三(san)(san)(san)季度(du),城鄉居(ju)民(min)生活用電量1.04萬億(yi)千瓦時,同比(bi)(bi)增(zeng)長0.5%。其(qi)中,一、二、三(san)(san)(san)季度(du)同比(bi)(bi)分別增(zeng)長0.2%、2.6%、-0.5%。前三(san)(san)(san)季度(du)共(gong)有12個省份(fen)城鄉居(ju)民(min)生活用電量同比(bi)(bi)為負增(zeng)長,其(qi)中,重慶、上海(hai)、江(jiang)蘇(su)、湖(hu)北、四(si)川同比(bi)(bi)下降幅度(du)超過5%,這些省份(fen)三(san)(san)(san)季度(du)平均氣溫均明顯(xian)低于上年同期。
五是(shi)全國(guo)31個省份用電(dian)量均(jun)為正增(zeng)長(chang),西部(bu)和(he)東部(bu)地(di)區用電(dian)量增(zeng)速相對領先。前三季度,東、中(zhong)(zhong)、西部(bu)和(he)東北(bei)地(di)區全社(she)(she)會用電(dian)量同比分(fen)別增(zeng)長(chang)6.0%、2.8%、6.8%和(he)4.8%。分(fen)省份看,全國(guo)31個省份全社(she)(she)會用電(dian)量均(jun)為正增(zeng)長(chang),其(qi)中(zhong)(zhong),海南(nan)、內蒙(meng)古、西藏、青(qing)海4個省份用電(dian)量同比增(zeng)速超(chao)過(guo)10%。
截至2023年9月底,全國全口徑(jing)發電(dian)裝機容量27.9億(yi)千瓦,同比增長(chang)12.3%。其中(zhong),非化石能源發電(dian)投資占電(dian)源投資比重接近九成(cheng)。前三季(ji)度,重點調查企業電(dian)力完成(cheng)投資8826億(yi)元,同比增長(chang)24.7%。
分類型(xing)看(kan),電(dian)(dian)(dian)源完成(cheng)投(tou)(tou)資(zi)5538億元(yuan),同比(bi)(bi)(bi)增長41.1%,其中(zhong)非化(hua)石能源發電(dian)(dian)(dian)投(tou)(tou)資(zi)4920億元(yuan),同比(bi)(bi)(bi)增長44.7%,占電(dian)(dian)(dian)源投(tou)(tou)資(zi)的比(bi)(bi)(bi)重達到88.8%。太陽能發電(dian)(dian)(dian)、核電(dian)(dian)(dian)、風電(dian)(dian)(dian)、火電(dian)(dian)(dian)、水電(dian)(dian)(dian)投(tou)(tou)資(zi)同比(bi)(bi)(bi)分別增長67.8%、46.0%、33.4%、16.2%和9.7%。電(dian)(dian)(dian)網工(gong)程建設完成(cheng)投(tou)(tou)資(zi)3287億元(yuan),同比(bi)(bi)(bi)增長4.2%。
前(qian)三季度,全國新(xin)增發電(dian)(dian)裝(zhuang)機容(rong)量(liang)2.3億(yi)千瓦(wa),同比(bi)(bi)多(duo)投產1.1億(yi)千瓦(wa);其中,新(xin)增并網太陽能發電(dian)(dian)裝(zhuang)機容(rong)量(liang)1.3億(yi)千瓦(wa),同比(bi)(bi)多(duo)投產7633萬千瓦(wa),占新(xin)增發電(dian)(dian)裝(zhuang)機總容(rong)量(liang)的比(bi)(bi)重達到57.0%。
截至9月底,全國全口徑發(fa)電裝機容(rong)量(liang)27.9億(yi)千(qian)瓦(wa);其(qi)中(zhong),非化石能源發(fa)電裝機容(rong)量(liang)14.6億(yi)千(qian)瓦(wa),占(zhan)總裝機容(rong)量(liang)比(bi)重為(wei)52.4%,同(tong)比(bi)提高3.7個百分點(dian)。
分(fen)類型看,水電(dian)(dian)(dian)4.2億(yi)(yi)千瓦,其中抽水蓄能(neng)4969萬千瓦;核電(dian)(dian)(dian)5676萬千瓦;并網(wang)風電(dian)(dian)(dian)4.0億(yi)(yi)千瓦,其中,陸上風電(dian)(dian)(dian)3.7億(yi)(yi)千瓦、海上風電(dian)(dian)(dian)3189萬千瓦;并網(wang)太(tai)陽能(neng)發(fa)電(dian)(dian)(dian)5.2億(yi)(yi)千瓦。火電(dian)(dian)(dian)13.7億(yi)(yi)千瓦,其中,煤電(dian)(dian)(dian)11.5億(yi)(yi)千瓦,同比增長3.5%,占總發(fa)電(dian)(dian)(dian)裝機容量的(de)比重為41.3%,同比降低3.5個百分(fen)點;氣電(dian)(dian)(dian)1.2億(yi)(yi)千瓦。
前(qian)三(san)季度,全國6000千瓦(wa)及以上電廠發(fa)電設備(bei)利用小(xiao)時2716小(xiao)時,同比降低(di)83小(xiao)時。
其中,水電(dian)(dian)2367小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),同比(bi)(bi)(bi)(bi)降(jiang)低(di)362小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),常(chang)規水電(dian)(dian)2585小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),同比(bi)(bi)(bi)(bi)降(jiang)低(di)383小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi);抽水蓄(xu)能883小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),同比(bi)(bi)(bi)(bi)提(ti)高18小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)。火電(dian)(dian)3344小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),同比(bi)(bi)(bi)(bi)提(ti)高49小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi);煤電(dian)(dian)3501小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),同比(bi)(bi)(bi)(bi)提(ti)高65小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi);氣(qi)電(dian)(dian)1877小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),同比(bi)(bi)(bi)(bi)提(ti)高51小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)。核電(dian)(dian)5724小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),同比(bi)(bi)(bi)(bi)提(ti)高148小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)。并網(wang)(wang)風電(dian)(dian)1665小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),同比(bi)(bi)(bi)(bi)提(ti)高49小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)。并網(wang)(wang)太陽能發電(dian)(dian)1017小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),同比(bi)(bi)(bi)(bi)降(jiang)低(di)45小(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)。
跨(kua)區、跨(kua)省輸送電(dian)(dian)量(liang)均同比較快增(zeng)長。前三(san)季度(du)(du),全國新增(zeng)220千伏及(ji)以(yi)(yi)上輸電(dian)(dian)線路長度(du)(du)2.27萬千米;新增(zeng)220千伏及(ji)以(yi)(yi)上變電(dian)(dian)設備容(rong)(rong)量(liang)(交流)1.56億千伏安;新增(zeng)直流換流容(rong)(rong)量(liang)1600萬千瓦。
前三季度,全國完成(cheng)跨區(qu)輸送(song)電量(liang)(liang)6374億千(qian)瓦時,同(tong)比(bi)增(zeng)長(chang)11.1%。分區(qu)域看,華(hua)(hua)北(bei)(bei)外(wai)送(song)電量(liang)(liang)增(zeng)長(chang)28.7%;東北(bei)(bei)送(song)華(hua)(hua)北(bei)(bei)電量(liang)(liang)增(zeng)長(chang)49.0%;華(hua)(hua)中外(wai)送(song)電量(liang)(liang)增(zeng)長(chang)13.7%;西(xi)(xi)北(bei)(bei)外(wai)送(song)電量(liang)(liang)增(zeng)長(chang)2.2%;西(xi)(xi)南外(wai)送(song)電量(liang)(liang)同(tong)比(bi)增(zeng)長(chang)4.2%;南方區(qu)域外(wai)送(song)電量(liang)(liang)增(zeng)長(chang)14.3%。
前(qian)三季(ji)度,全國跨省輸(shu)(shu)送(song)電(dian)量(liang)1.38萬億千(qian)瓦時,同(tong)比增長7.6%。其中,內蒙古外送(song)2234億千(qian)瓦時,占(zhan)全國跨省輸(shu)(shu)送(song)電(dian)量(liang)的16.1%,同(tong)比增長16.6%;四(si)川(chuan)(chuan)、云南前(qian)七個(ge)月外送(song)電(dian)量(liang)同(tong)比減(jian)少較多,8、9月來水形(xing)勢好轉疊加上(shang)年(nian)同(tong)期基數低,四(si)川(chuan)(chuan)、云南輸(shu)(shu)出電(dian)量(liang)同(tong)比大(da)幅(fu)增長。