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我國下半年非化石能源比重或將持續提升,電改關鍵環節有望取得新突破
發布者:lzx | 來源:能源研究俱樂部 | 0評論 | 3928查看 | 2019-08-19 09:26:34    

今年(nian)以(yi)來,我國經濟運行延續了總體(ti)平(ping)(ping)穩(wen)(wen)、穩(wen)(wen)中(zhong)有進的態(tai)(tai)勢(shi),推(tui)動高質(zhi)量發(fa)展(zhan)(zhan)的積極(ji)因素(su)不斷(duan)增多(duo)。我國能(neng)源(yuan)(yuan)(yuan)行業(ye)發(fa)展(zhan)(zhan)總體(ti)呈現速度平(ping)(ping)穩(wen)(wen)、結構優化(hua)、質(zhi)量效率提升(sheng)的運行態(tai)(tai)勢(shi),其中(zhong),上半(ban)年(nian)電力發(fa)展(zhan)(zhan)改(gai)革方面,煤電應急調峰(feng)儲備(bei)電源(yuan)(yuan)(yuan)管理加(jia)(jia)強、可再生能(neng)源(yuan)(yuan)(yuan)平(ping)(ping)價(jia)項目(mu)公布(bu)、新(xin)(xin)增太陽能(neng)規模大幅下(xia)降、光伏(fu)補貼競價(jia)新(xin)(xin)機制(zhi)實行、核電重啟等標注著電力發(fa)展(zhan)(zhan)階段性特征。展(zhan)(zhan)望下(xia)半(ban)年(nian),電力供需有望保持平(ping)(ping)穩(wen)(wen)態(tai)(tai)勢(shi),市場化(hua)改(gai)革部分(fen)環節或將取得突破性進展(zhan)(zhan),新(xin)(xin)業(ye)態(tai)(tai)新(xin)(xin)模式加(jia)(jia)速發(fa)展(zhan)(zhan),逐步形成(cheng)商業(ye)示(shi)范(fan)效果。


一、經濟平穩運行,能源供應增長加快,結構進一步優化


今年上半年,在(zai)國(guo)內(nei)外形勢(shi)比(bi)較復(fu)雜的(de)情況下,我國(guo)GDP增(zeng)速(su)達(da)到6.3%,增(zeng)速(su)比(bi)上年同期回落0.5個百分(fen)點,分(fen)季度(du)看(kan),二(er)季度(du)與一(yi)季度(du)相比(bi)小幅回落了0.2個百分(fen)點。雖(sui)然增(zeng)速(su)有所放緩,但是經(jing)(jing)濟運行(xing)的(de)一(yi)些(xie)主(zhu)要(yao)指標都是在(zai)合理區間,經(jing)(jing)濟結構持續優化升級(ji)。


同期(qi),我國能(neng)(neng)源(yuan)消(xiao)費(fei)平(ping)穩(wen)增(zeng)長,結構進一步優化,節能(neng)(neng)降耗穩(wen)步推(tui)進。我國能(neng)(neng)源(yuan)消(xiao)費(fei)總量同比(bi)增(zeng)長3.4%,其中,天然(ran)氣、水電、核電、風電等清(qing)潔能(neng)(neng)源(yuan)消(xiao)費(fei)占能(neng)(neng)源(yuan)消(xiao)費(fei)總量比(bi)重比(bi)上年同期(qi)提高1.6個(ge)百分點,煤炭消(xiao)費(fei)所(suo)占比(bi)重下降2.1個(ge)百分點。初步核算(suan),上半年單位(wei)GDP能(neng)(neng)耗同比(bi)下降2.7%,降幅與一季度持平(ping),其中規模以上工業單位(wei)增(zeng)加值(zhi)能(neng)(neng)耗下降3.1%。


從能(neng)(neng)源供應(ying)看,能(neng)(neng)源生產(chan)(chan)增長加快(kuai),能(neng)(neng)源供給保(bao)障能(neng)(neng)力(li)不斷提(ti)升。上半年,煤(mei)炭去產(chan)(chan)能(neng)(neng)和(he)優產(chan)(chan)能(neng)(neng)同步(bu)推(tui)進,原(yuan)煤(mei)主產(chan)(chan)區優質產(chan)(chan)能(neng)(neng)加快(kuai)釋放,油氣增儲上產(chan)(chan)取得積極進展,非(fei)常(chang)規天然氣增長迅(xun)猛,電源結構繼續優化,水電、核電、風電和(he)太(tai)陽能(neng)(neng)發電等一次電力(li)占(zhan)全部發電量比重為(wei)27.3%,比上年同期提(ti)高2.1個百分點。


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表:2019年(nian)上半年(nian)主要能源品種供應情況


從能(neng)源投(tou)(tou)(tou)資(zi)(zi)(zi)看,能(neng)源行業投(tou)(tou)(tou)資(zi)(zi)(zi)對全社會投(tou)(tou)(tou)資(zi)(zi)(zi)的貢獻上升。上半年,能(neng)源行業累計投(tou)(tou)(tou)資(zi)(zi)(zi)同比(bi)增長(chang)1.9%,占全國固定投(tou)(tou)(tou)資(zi)(zi)(zi)比(bi)重從前(qian)2月的3.6%提高到4.5%。其中,油氣開采業投(tou)(tou)(tou)資(zi)(zi)(zi)同比(bi)增長(chang)34.1%,較去年同期加快(kuai)31.3個百分點;可再生能(neng)源發(fa)電投(tou)(tou)(tou)資(zi)(zi)(zi)同比(bi)增長(chang)36.3%。此外,能(neng)源領域一批補短板示(shi)范(fan)項目建(jian)設(she)加快(kuai)。


二、電力供需總體平衡,非化石能源發電裝機比重繼續提高,新能源平價加速推進


上半年(nian),全國電(dian)(dian)力生(sheng)(sheng)產(chan)(chan)運行(xing)平穩,電(dian)(dian)力供需總體平衡。受宏觀經濟、天氣(qi)及去年(nian)基數高等影響,全社會用電(dian)(dian)增(zeng)速(su)放緩,但第(di)三產(chan)(chan)業(ye)和城鄉居民生(sheng)(sheng)活用電(dian)(dian)量增(zeng)長較(jiao)快,貢獻(xian)突出(chu)。全國新(xin)增(zeng)裝(zhuang)機(ji)規模同比下(xia)降22.7%,主要在(zai)于新(xin)增(zeng)太(tai)陽能(neng)同比少投產(chan)(chan)約(yue)1400萬千瓦。新(xin)增(zeng)非化石(shi)能(neng)源(yuan)(yuan)發電(dian)(dian)裝(zhuang)機(ji)約(yue)占新(xin)增(zeng)發電(dian)(dian)裝(zhuang)機(ji)總容量的60%,非化石(shi)能(neng)源(yuan)(yuan)發電(dian)(dian)裝(zhuang)機(ji)比重繼續(xu)提高。全國可再生(sheng)(sheng)能(neng)源(yuan)(yuan)電(dian)(dian)力消納成效(xiao)顯著,棄水棄風(feng)棄光(guang)狀況持續(xu)緩解。具體來看,電(dian)(dian)力運行(xing)發展呈現(xian)如下(xia)新(xin)特征:


(一)第三產業(ye)(ye)(ye)(ye)(ye)(ye)和城鄉(xiang)居民生活用(yong)(yong)電量同比增(zeng)長(chang)約10%,社會用(yong)(yong)電結構進(jin)一步優化(hua)。上半年,全(quan)(quan)國全(quan)(quan)社會用(yong)(yong)電量3.4萬億千瓦時、同比增(zeng)長(chang)5.0%。第一、二、三產業(ye)(ye)(ye)(ye)(ye)(ye)及城鄉(xiang)居民生活用(yong)(yong)電量同比增(zeng)長(chang)分別(bie)為5.0%、3.1%、9.4%和9.6%。其中,新產業(ye)(ye)(ye)(ye)(ye)(ye)、新業(ye)(ye)(ye)(ye)(ye)(ye)態加快發展(zhan),帶(dai)動數字化(hua)、信(xin)息化(hua)相(xiang)關行業(ye)(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電增(zeng)速超前。據(ju)中電聯(lian)統計,互聯(lian)網數據(ju)服(fu)務業(ye)(ye)(ye)(ye)(ye)(ye)、軟件和信(xin)息技術服(fu)務業(ye)(ye)(ye)(ye)(ye)(ye)用(yong)(yong)電同比分別(bie)增(zeng)長(chang)46.2%、35%。


(二)非化石(shi)能(neng)源(yuan)新增(zeng)發(fa)(fa)電(dian)(dian)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)占總(zong)增(zeng)量(liang)的(de)60%,非化石(shi)能(neng)源(yuan)發(fa)(fa)電(dian)(dian)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)比(bi)重(zhong)繼續提高(gao)。上半年,全國累(lei)計新增(zeng)電(dian)(dian)力(li)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)4074萬千(qian)瓦(wa)(wa)。其(qi)中(zhong),水電(dian)(dian)182萬千(qian)瓦(wa)(wa),風電(dian)(dian)909萬千(qian)瓦(wa)(wa),光伏發(fa)(fa)電(dian)(dian)1140萬千(qian)瓦(wa)(wa),核電(dian)(dian)125萬千(qian)瓦(wa)(wa),非化石(shi)能(neng)源(yuan)新增(zeng)發(fa)(fa)電(dian)(dian)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)約占增(zeng)量(liang)的(de)60%,非化石(shi)能(neng)源(yuan)發(fa)(fa)電(dian)(dian)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)容(rong)量(liang)占總(zong)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)的(de)比(bi)重(zhong)為(wei)41.2%、同比(bi)提高(gao)1.4個百分點(dian)。


(三)明(ming)確(que)2873萬(wan)千瓦(wa)煤(mei)電(dian)應(ying)急調(diao)峰儲備電(dian)源,更重視擱(ge)置產(chan)能(neng)利用。2016年(nian)我(wo)國啟動(dong)化解煤(mei)電(dian)過剩產(chan)能(neng)工作以來,煤(mei)電(dian)新(xin)(xin)(xin)增產(chan)能(neng)規模逐年(nian)降低,同(tong)時(shi)一(yi)批煤(mei)電(dian)項目停緩建(jian),部分有(you)效產(chan)能(neng)被擱(ge)置。今年(nian)上半年(nian),在(zai)嚴格控制新(xin)(xin)(xin)增煤(mei)電(dian)裝機(ji)的同(tong)時(shi)(煤(mei)電(dian)新(xin)(xin)(xin)增規模984萬(wan)千瓦(wa),同(tong)比(bi)少投產(chan)5.2%),明(ming)確(que)2873萬(wan)千瓦(wa)煤(mei)電(dian)應(ying)急調(diao)峰儲備電(dian)源,增強電(dian)力系(xi)統調(diao)峰能(neng)力,說明(ming)國家更重視擱(ge)置產(chan)能(neng)利用。


(四)火電(dian)(dian)發(fa)(fa)電(dian)(dian)量同比(bi)增(zeng)長(chang)(chang)0.2%,煤電(dian)(dian)生存空(kong)(kong)間持(chi)(chi)續縮減(jian)。上半年,一方面受用電(dian)(dian)需求增(zeng)長(chang)(chang)放緩、水電(dian)(dian)等(deng)非化石能源發(fa)(fa)電(dian)(dian)量快速增(zeng)長(chang)(chang)等(deng)因素影(ying)響,全(quan)國規模以上火電(dian)(dian)廠發(fa)(fa)電(dian)(dian)量2.45萬(wan)億千(qian)瓦時、同比(bi)增(zeng)長(chang)(chang)0.2%。其(qi)中,煤電(dian)(dian)受上游燃料價格高位波動、低(di)利用小時等(deng)因素影(ying)響,生存空(kong)(kong)間持(chi)(chi)續縮減(jian),煤電(dian)(dian)企業(ye)總體(ti)經營(ying)困難,近期個別煤電(dian)(dian)廠破產(chan)清算事件引起行業(ye)高度(du)關(guan)注。煤電(dian)(dian)如何定位、如何發(fa)(fa)展(zhan)引起業(ye)界深入(ru)探討。


(五)250個(ge)風(feng)電、光(guang)(guang)伏(fu)(fu)發(fa)(fa)電平(ping)價(jia)上網項目公布,新能源平(ping)價(jia)漸行漸近。5月,國家公布2019年第一批風(feng)電、光(guang)(guang)伏(fu)(fu)發(fa)(fa)電平(ping)價(jia)上網項目名(ming)單,涉(she)及(ji)250個(ge)項目、裝機規模2076萬千瓦。目前,全國首個(ge)平(ping)價(jia)風(feng)電示范項目實現并網發(fa)(fa)電,多個(ge)光(guang)(guang)伏(fu)(fu)平(ping)價(jia)項目已(yi)開工建(jian)設,提高了新能源平(ping)價(jia)預期(qi)。


(六)全國(guo)新增太陽能(neng)(neng)規模同(tong)比降幅約(yue)55%,光伏市(shi)場(chang)內冷外熱(re)。上半年,在全球新增光伏裝機約(yue)4700萬(wan)千瓦、超出市(shi)場(chang)預期(qi)的(de)形(xing)勢下,國(guo)內光伏市(shi)場(chang)受產(chan)業政策調整影響,新增太陽能(neng)(neng)同(tong)比少(shao)投產(chan)約(yue)1400萬(wan)千瓦,降幅約(yue)55%。同(tong)時,不(bu)同(tong)技術(shu)路線的(de)光伏上游企業展開合縱(zong)連橫(heng),抱(bao)團(tuan)競(jing)爭。


(七(qi))2279萬(wan)千(qian)(qian)瓦的(de)光(guang)伏項(xiang)目(mu)(mu)納入(ru)2019年(nian)(nian)國(guo)家(jia)競(jing)價(jia)補(bu)(bu)貼(tie)(tie)(tie)范圍,光(guang)伏補(bu)(bu)貼(tie)(tie)(tie)競(jing)價(jia)新機制(zhi)首(shou)度實行。2019年(nian)(nian)是實行光(guang)伏補(bu)(bu)貼(tie)(tie)(tie)競(jing)價(jia)新機制(zhi)的(de)第一年(nian)(nian)。5月(yue)(yue)啟(qi)動(dong)2019年(nian)(nian)光(guang)伏發電國(guo)家(jia)補(bu)(bu)貼(tie)(tie)(tie)競(jing)價(jia)項(xiang)目(mu)(mu)申報工作,并于7月(yue)(yue)11日(ri)正式公布(bu)競(jing)價(jia)結果。最終確(que)定擬納入(ru)2019年(nian)(nian)國(guo)家(jia)競(jing)價(jia)補(bu)(bu)貼(tie)(tie)(tie)范圍的(de)項(xiang)目(mu)(mu)總裝(zhuang)機容量2278.9萬(wan)千(qian)(qian)瓦,平均度電補(bu)(bu)貼(tie)(tie)(tie)0.0645元(yuan)/千(qian)(qian)瓦時,平均電價(jia)降幅0.0817元(yuan)/千(qian)(qian)瓦時,年(nian)(nian)度補(bu)(bu)貼(tie)(tie)(tie)需求約17億元(yuan)。通過開(kai)展競(jing)價(jia),將(jiang)有效推動(dong)光(guang)伏發電補(bu)(bu)貼(tie)(tie)(tie)退坡,加(jia)快光(guang)伏發電平價(jia)進(jin)程。


(八)棄(qi)(qi)風(feng)(feng)、棄(qi)(qi)光(guang)率(lv)分(fen)(fen)別同比(bi)(bi)下(xia)降4個、1.2個百(bai)分(fen)(fen)點,可再生能源消(xiao)納機(ji)制(zhi)進一步完善(shan)。上半(ban)年棄(qi)(qi)水(shui)棄(qi)(qi)風(feng)(feng)棄(qi)(qi)光(guang)狀況持續緩解。其中,全國棄(qi)(qi)風(feng)(feng)率(lv)4.7%,同比(bi)(bi)下(xia)降4個百(bai)分(fen)(fen)點;棄(qi)(qi)光(guang)率(lv)2.4%,同比(bi)(bi)下(xia)降1.2個百(bai)分(fen)(fen)點。出(chu)臺可再生能源電力消(xiao)納保障機(ji)制(zhi),加(jia)強全國新能源電力消(xiao)納監測預警功(gong)能,消(xiao)納機(ji)制(zhi)進一步完善(shan)。


(九)三個核(he)電(dian)項目獲(huo)核(he)準(zhun),核(he)電(dian)發展開(kai)啟(qi)新(xin)(xin)征(zheng)程(cheng)。近日(ri)召開(kai)的國家(jia)能源局(ju)例行新(xin)(xin)聞發布(bu)會正式宣(xuan)布(bu),上半年(nian),山東榮成、福建(jian)(jian)漳州和廣東太(tai)平嶺核(he)電(dian)項目核(he)準(zhun)開(kai)工(gong),核(he)電(dian)結束了三年(nian)“暫停”核(he)準(zhun),重啟(qi)得到(dao)正式確認。同時,采用華龍一號(漳州一期、太(tai)平嶺一期項目)和高溫氣冷堆技術的首堆示范工(gong)程(cheng)開(kai)工(gong)建(jian)(jian)設。


(十)110千伏及(ji)以下電(dian)網(wang)(wang)投(tou)資(zi)(zi)比(bi)(bi)(bi)重同比(bi)(bi)(bi)提高8.2個百(bai)分點(dian),配網(wang)(wang)建設(she)(she)及(ji)農網(wang)(wang)改造(zao)升級(ji)是(shi)重點(dian)。上半年(nian)(nian),全國(guo)電(dian)網(wang)(wang)工程投(tou)資(zi)(zi)完成1644億元,同比(bi)(bi)(bi)降低19.3%,其中,110千伏及(ji)以下電(dian)網(wang)(wang)投(tou)資(zi)(zi)占(zhan)電(dian)網(wang)(wang)總投(tou)資(zi)(zi)的比(bi)(bi)(bi)重為64.3%,比(bi)(bi)(bi)上年(nian)(nian)同期提高8.2個百(bai)分點(dian),配網(wang)(wang)建設(she)(she)及(ji)農網(wang)(wang)改造(zao)升級(ji)是(shi)當前(qian)電(dian)網(wang)(wang)投(tou)資(zi)(zi)建設(she)(she)重點(dian)。


三、電力體制改革深水前行,有序推進


新一輪電力(li)體制改(gai)革至(zhi)今,已步入全面開花、縱深推(tui)進的階段(duan)。上半年電改(gai)主要在六大(da)方面取得積極進展(zhan)。


(一(yi))增(zeng)量(liang)(liang)配(pei)電業務(wu)試點(dian)(dian)(dian)進一(yi)步擴圍。今(jin)年(nian)(nian)初以來,國家和地(di)(di)方(fang)針對改(gai)革中的難點(dian)(dian)(dian)問題,不斷織(zhi)密政策舉措。隨(sui)著今(jin)年(nian)(nian)6月(yue)第四批84個(ge)(ge)增(zeng)量(liang)(liang)配(pei)電業務(wu)改(gai)革試點(dian)(dian)(dian)啟動,全國增(zeng)量(liang)(liang)配(pei)電試點(dian)(dian)(dian)數量(liang)(liang)達到404個(ge)(ge),試點(dian)(dian)(dian)覆(fu)蓋范圍已由地(di)(di)市級向縣域全覆(fu)蓋延伸,試點(dian)(dian)(dian)投(tou)產項目在(zai)增(zeng)加。但關(guan)鍵(jian)配(pei)套政策有待落地(di)(di)見效。


(二(er))電(dian)力(li)現貨(huo)試(shi)點(dian)(dian)(dian)地(di)區(qu)全部如(ru)期(qi)開展(zhan)模(mo)擬(ni)(ni)試(shi)運行(xing)(xing)(xing)。八個試(shi)點(dian)(dian)(dian)中,南方(以廣東起步)試(shi)點(dian)(dian)(dian)已(yi)于5月份(fen)率先進入結算試(shi)運行(xing)(xing)(xing),其余省份(fen)均在6月底前啟動(dong)了模(mo)擬(ni)(ni)試(shi)運行(xing)(xing)(xing),并正在根據模(mo)擬(ni)(ni)試(shi)運行(xing)(xing)(xing)情況進行(xing)(xing)(xing)規則(ze)完善、系統消缺等工作(zuo),爭取(qu)盡快進入調電(dian)試(shi)運行(xing)(xing)(xing)和結算試(shi)運行(xing)(xing)(xing)階段。近日,國家發展(zhan)改革委、國家能源局印發《關于深化(hua)電(dian)力(li)現貨(huo)市場(chang)建設試(shi)點(dian)(dian)(dian)工作(zuo)的意見》,將為推(tui)進現貨(huo)市場(chang)建設提供指引。


(三(san))電(dian)(dian)(dian)力(li)交易(yi)機構(gou)股(gu)(gu)份制改(gai)造前緩后快。去(qu)年9月以來,全國(guo)(guo)(guo)只有廣州電(dian)(dian)(dian)力(li)交易(yi)中(zhong)(zhong)心和少部分省(區、市)電(dian)(dian)(dian)力(li)交易(yi)中(zhong)(zhong)心為(wei)股(gu)(gu)份制公(gong)司(si),電(dian)(dian)(dian)力(li)交易(yi)機構(gou)股(gu)(gu)份制改(gai)造遲遲未見(jian)顯著進展。據有關媒體(ti)報道,今(jin)年6月,國(guo)(guo)(guo)資(zi)委(wei)(wei)(wei)批(pi)復同意北京(jing)電(dian)(dian)(dian)力(li)交易(yi)中(zhong)(zhong)心有限公(gong)司(si)增(zeng)資(zi)方案(an),非電(dian)(dian)(dian)網企(qi)業股(gu)(gu)比(bi)將(jiang)占到30%,天津、山(shan)東、寧夏、江蘇等16家省級電(dian)(dian)(dian)力(li)交易(yi)機構(gou)的(de)股(gu)(gu)改(gai)實施方案(an)也已(yi)正式上報國(guo)(guo)(guo)家發展改(gai)革委(wei)(wei)(wei)、國(guo)(guo)(guo)家能源局備案(an),正在按(an)照要求編制擬(ni)上報國(guo)(guo)(guo)務院(yuan)國(guo)(guo)(guo)資(zi)委(wei)(wei)(wei)審批(pi)的(de)增(zeng)資(zi)方案(an),非電(dian)(dian)(dian)網企(qi)業股(gu)(gu)比(bi)在20%或者(zhe)30%。


(四)發(fa)用(yong)(yong)(yong)(yong)(yong)電(dian)(dian)(dian)計(ji)劃(hua)放開(kai)范圍逐步擴大。繼2018年(nian)提出“全面放開(kai)煤(mei)炭、鋼(gang)鐵、有色、建(jian)材四大行(xing)業(ye)用(yong)(yong)(yong)(yong)(yong)戶發(fa)用(yong)(yong)(yong)(yong)(yong)電(dian)(dian)(dian)計(ji)劃(hua)”,今年(nian)6月底(di),國家發(fa)展改革委發(fa)布《關于全面放開(kai)經(jing)(jing)營性電(dian)(dian)(dian)力(li)(li)用(yong)(yong)(yong)(yong)(yong)戶發(fa)用(yong)(yong)(yong)(yong)(yong)電(dian)(dian)(dian)計(ji)劃(hua)的(de)通(tong)知》,明確經(jing)(jing)營性電(dian)(dian)(dian)力(li)(li)用(yong)(yong)(yong)(yong)(yong)戶的(de)發(fa)用(yong)(yong)(yong)(yong)(yong)電(dian)(dian)(dian)計(ji)劃(hua)原(yuan)則上全部放開(kai),提高(gao)電(dian)(dian)(dian)力(li)(li)交易市(shi)場化程度。除居民、農業(ye)、重要(yao)公用(yong)(yong)(yong)(yong)(yong)事業(ye)和(he)(he)公益性服務等行(xing)業(ye)電(dian)(dian)(dian)力(li)(li)用(yong)(yong)(yong)(yong)(yong)戶以(yi)及電(dian)(dian)(dian)力(li)(li)生產(chan)供應所必(bi)需的(de)廠用(yong)(yong)(yong)(yong)(yong)電(dian)(dian)(dian)和(he)(he)線損之外,其他電(dian)(dian)(dian)力(li)(li)用(yong)(yong)(yong)(yong)(yong)戶均(jun)屬于經(jing)(jing)營性電(dian)(dian)(dian)力(li)(li)用(yong)(yong)(yong)(yong)(yong)戶。


(五)電(dian)力市(shi)場(chang)化(hua)交(jiao)(jiao)易規模持續(xu)擴(kuo)大。從(cong)已(yi)公開的部(bu)分(fen)數據可見一(yi)斑(ban):上半年,廣(guang)東累計交(jiao)(jiao)易電(dian)量達(da)1658.2億(yi)(yi)千瓦(wa)時(shi),同比增(zeng)長25.4%,超(chao)(chao)過(guo)(guo)(guo)2018年全(quan)年交(jiao)(jiao)易總電(dian)量,節(jie)約用戶用電(dian)成本約70億(yi)(yi)元。新(xin)疆市(shi)場(chang)化(hua)交(jiao)(jiao)易電(dian)量共計556.75億(yi)(yi)千瓦(wa)時(shi),已(yi)超(chao)(chao)過(guo)(guo)(guo)去(qu)年全(quan)年規模。廣(guang)西電(dian)力交(jiao)(jiao)易中心(xin)市(shi)場(chang)化(hua)交(jiao)(jiao)易電(dian)量超(chao)(chao)過(guo)(guo)(guo)600億(yi)(yi)千瓦(wa)時(shi),創歷史新(xin)高。云南(nan)1~5月交(jiao)(jiao)易電(dian)量359億(yi)(yi)千瓦(wa)時(shi),預計全(quan)年交(jiao)(jiao)易電(dian)量將超(chao)(chao)過(guo)(guo)(guo)1000億(yi)(yi)千瓦(wa)時(shi),同比增(zeng)長超(chao)(chao)過(guo)(guo)(guo)17%。


(六)降電價(jia)(jia)任(ren)務高效落(luo)實。上半年(nian),國家發展(zhan)改革(ge)委出(chu)臺兩(liang)批(pi)降電價(jia)(jia)措施,第二批(pi)措施7月1日開始執行。據(ju)統計(ji),兩(liang)批(pi)措施累計(ji)降低企(qi)業(ye)用電成本(ben)846億(yi)元,其中降低一般(ban)(ban)工(gong)商(shang)業(ye)企(qi)業(ye)用電成本(ben)810億(yi)元,將全面完(wan)成《政府工(gong)作(zuo)報告》提(ti)出(chu)的(de)“一般(ban)(ban)工(gong)商(shang)業(ye)平均電價(jia)(jia)再降低10%”的(de)任(ren)務要求。


四、下半年非化石能源比重持續提升,電改關鍵環節有望取得新突破


當(dang)前我(wo)國(guo)經濟發(fa)(fa)展面臨(lin)新(xin)的風險挑戰(zhan),下(xia)半年國(guo)內經濟下(xia)行(xing)(xing)壓力(li)(li)加大,但(dan)是(shi)經濟平穩運行(xing)(xing)的基(ji)本面不會變。這是(shi)能源電力(li)(li)平穩發(fa)(fa)展的基(ji)礎(chu),同(tong)時要求能源電力(li)(li)行(xing)(xing)業(ye)堅(jian)持講政(zheng)治、顧大局,堅(jian)持補短板、防風險,堅(jian)持調結構、優(you)布局,堅(jian)持抓改革、強市場,堅(jian)持全(quan)方位、重實(shi)效,著力(li)(li)推動能源電力(li)(li)高(gao)質(zhi)量發(fa)(fa)展。


預計下(xia)半(ban)(ban)年(nian)(nian)能源(yuan)(yuan)消(xiao)費增(zeng)(zeng)(zeng)速不(bu)高(gao)于上(shang)半(ban)(ban)年(nian)(nian),能源(yuan)(yuan)供(gong)(gong)給保障能力穩(wen)(wen)步提(ti)升(sheng),能源(yuan)(yuan)總體(ti)供(gong)(gong)需平(ping)衡(heng)。電(dian)力消(xiao)費將延續(xu)上(shang)半(ban)(ban)年(nian)(nian)的平(ping)穩(wen)(wen)增(zeng)(zeng)(zeng)長態勢,全年(nian)(nian)全社會用電(dian)量同(tong)比增(zeng)(zeng)(zeng)速基本(ben)持平(ping),難有較大提(ti)升(sheng)空間;全年(nian)(nian)新(xin)增(zeng)(zeng)(zeng)裝(zhuang)(zhuang)機(ji)規模約(yue)1億千瓦(wa),其中,隨(sui)著政策目標確(que)定(ding),下(xia)半(ban)(ban)年(nian)(nian)新(xin)增(zeng)(zeng)(zeng)光伏(fu)裝(zhuang)(zhuang)機(ji)有望擴大,全年(nian)(nian)新(xin)增(zeng)(zeng)(zeng)裝(zhuang)(zhuang)機(ji)將達4000~4500萬千瓦(wa);風電(dian)、光伏(fu)平(ping)價(jia)項(xiang)目陸續(xu)建(jian)設、投產,提(ti)升(sheng)社會對新(xin)能源(yuan)(yuan)平(ping)價(jia)的信(xin)心;非(fei)化石能源(yuan)(yuan)比重繼續(xu)提(ti)升(sheng)。


電力(li)體制改革部分(fen)環節有(you)望加(jia)速推進(jin),進(jin)一步為2020年取得“決(jue)定性成果”蓄勢。其中,增(zeng)(zeng)量配電改革尚(shang)需(xu)凝聚(ju)合力(li)、綜(zong)合施策,解決(jue)好項(xiang)目業主確定、供電營(ying)業區域劃分(fen)、增(zeng)(zeng)量和存量范圍、增(zeng)(zeng)量配電網配電價格(ge)、身份等種種問題(ti),盡(jin)快讓(rang)改革試點落地,“活(huo)下(xia)來”“活(huo)得好”。


電力交(jiao)易機構股份制改造或(huo)將提(ti)速。目(mu)前改造進程已晚于(yu)2018年9月(yue)發布的《關于(yu)推進電力交(jiao)易機構規范(fan)化(hua)建設的通知(zhi)》(發改經體〔2018〕1246號)的要(yao)求,作為(wei)電改的重要(yao)環(huan)節,此項工作下半年或(huo)將提(ti)速。


電力(li)市場化交(jiao)易規(gui)(gui)模(mo)將持續擴大。隨著(zhu)經營性電力(li)用戶的發用電計(ji)劃原則上全部(bu)放開,電力(li)市場化交(jiao)易將保持蓬勃發展態(tai)勢(shi),規(gui)(gui)模(mo)將持續擴大。


電力現(xian)貨(huo)市場(chang)(chang)建設(she)深入(ru)推進。除(chu)南方(以廣(guang)東起步)試(shi)點(dian)外,開展模擬試(shi)運(yun)行的試(shi)點(dian)將加(jia)速開展調電試(shi)運(yun)行、結算試(shi)運(yun)行進程,八個試(shi)點(dian)地(di)區要落實好《關于(yu)深化電力現(xian)貨(huo)市場(chang)(chang)建設(she)試(shi)點(dian)工作的意見》精神,加(jia)快(kuai)電力市場(chang)(chang)體(ti)系建設(she)。


新(xin)業(ye)(ye)態(tai)將(jiang)加(jia)速成長(chang)。隨(sui)著市場化改革深入推進和電(dian)力(li)低碳化發展(zhan),能源電(dian)力(li)企業(ye)(ye)普遍面(mian)臨(lin)著傳(chuan)統(tong)主業(ye)(ye)承壓問題,正努力(li)拓展(zhan)業(ye)(ye)務布局、實現提(ti)質(zhi)增效,加(jia)速布局微(wei)電(dian)網(wang)、綜合能源服務、氫(qing)能、儲能+等(deng)新(xin)業(ye)(ye)態(tai)新(xin)領域,新(xin)業(ye)(ye)態(tai)將(jiang)加(jia)速成長(chang),逐步形成商(shang)業(ye)(ye)示范效果。

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