位于安徽宣城的±1100千伏古(gu)泉(quan)換流(liu)站(zhan)是新疆昌(chang)吉-安徽古(gu)泉(quan)±1100千伏特高壓直流(liu)輸(shu)(shu)電工(gong)程(cheng)的受端站(zhan)。該工(gong)程(cheng)被譽為“世界四(si)最(zui)(zui)(zui)”電網(wang)工(gong)程(cheng)——世界電壓等級(ji)最(zui)(zui)(zui)高、輸(shu)(shu)送容量最(zui)(zui)(zui)大、輸(shu)(shu)電距離最(zui)(zui)(zui)遠、技術(shu)水平最(zui)(zui)(zui)先進。
能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)是國民經濟(ji)的命(ming)脈(mo)、現(xian)代社會(hui)(hui)的基石(shi),能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)安全直接關系國家(jia)安全、社會(hui)(hui)穩定與(yu)經濟(ji)發展。當前,受新冠肺炎疫情和(he)地緣政治沖(chong)突影(ying)響(xiang),化(hua)石(shi)能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)供應趨緊、價(jia)格高企(qi),國際能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)短缺問(wen)題日益突出;受氣候變化(hua)影(ying)響(xiang),極(ji)端天(tian)氣頻繁(fan)出現(xian),全球(qiu)電力供應緊張,缺電程度不(bu)斷加(jia)深;我國作為能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)生產和(he)消費大(da)國,化(hua)石(shi)能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)資源(yuan)(yuan)(yuan)(yuan)有限、油氣對外依(yi)存度偏高。這些問(wen)題相互交織(zhi)、相互影(ying)響(xiang),對我國能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)安全帶來重大(da)挑戰,凸顯了(le)加(jia)快提升能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)安全韌性(xing)(xing)的重要(yao)性(xing)(xing)和(he)緊迫性(xing)(xing)。
習近平總書記強調,能(neng)(neng)(neng)(neng)源(yuan)(yuan)的飯碗必須端在自(zi)己手里,近年來圍繞能(neng)(neng)(neng)(neng)源(yuan)(yuan)電力(li)發展(zhan),先后(hou)作出穩步(bu)推(tui)進中國(guo)(guo)能(neng)(neng)(neng)(neng)源(yuan)(yuan)互聯網建設、構建新(xin)型(xing)(xing)電力(li)系(xi)統等重大(da)決(jue)策(ce)部署(shu),為推(tui)動我國(guo)(guo)能(neng)(neng)(neng)(neng)源(yuan)(yuan)安(an)全(quan)(quan)、高效(xiao)、可持(chi)(chi)續發展(zhan)指明了方向(xiang)。黨的二十(shi)大(da)報告指出,要堅持(chi)(chi)先立后(hou)破,有(you)計劃分步(bu)驟(zou)實施(shi)碳(tan)達峰(feng)行動,深入推(tui)進能(neng)(neng)(neng)(neng)源(yuan)(yuan)革命,加強煤炭清潔(jie)高效(xiao)利(li)用,加快規劃建設新(xin)型(xing)(xing)能(neng)(neng)(neng)(neng)源(yuan)(yuan)體系(xi),積極(ji)參與應對氣候變化全(quan)(quan)球(qiu)治(zhi)理。立足(zu)我國(guo)(guo)基本國(guo)(guo)情和復雜國(guo)(guo)際形(xing)勢,加快構建以(yi)新(xin)型(xing)(xing)電力(li)系(xi)統為主(zhu)體的中國(guo)(guo)能(neng)(neng)(neng)(neng)源(yuan)(yuan)互聯網,是提高我國(guo)(guo)能(neng)(neng)(neng)(neng)源(yuan)(yuan)自(zi)給能(neng)(neng)(neng)(neng)力(li)、有(you)效(xiao)應對能(neng)(neng)(neng)(neng)源(yuan)(yuan)安(an)全(quan)(quan)重大(da)挑戰的根本舉措(cuo),對于推(tui)動能(neng)(neng)(neng)(neng)源(yuan)(yuan)綠(lv)色轉(zhuan)型(xing)(xing)、保障能(neng)(neng)(neng)(neng)源(yuan)(yuan)可靠供(gong)應、服(fu)務(wu)經濟社會(hui)高質量發展(zhan)具有(you)重要戰略意義。
作為能源生產和消費大國,我國能源供給需求巨大
我國是(shi)全球(qiu)最大的發展(zhan)中(zhong)國家,能源生產(chan)、消(xiao)費(fei)和進口(kou)量均(jun)居世(shi)界第一,巨大的市場(chang)需求凸顯了保障能源供給(gei)的壓力。當前,資(zi)源緊缺(que)、氣候(hou)變化、環(huan)境污染等全球(qiu)性問題日益突出,國際環(huan)境復雜多變,我國能源安全面臨多重風險疊加(jia)的嚴峻挑戰。
一是化石能源資源不足,能源供應脆弱性問題日益顯現。我國(guo)煤炭儲量(liang)較大(da),已探明可開采量(liang)約為(wei)1622億(yi)(yi)噸(dun)(dun)原煤,占全球總量(liang)的15%,但人(ren)均(jun)占有量(liang)僅為(wei)世(shi)界(jie)平(ping)(ping)均(jun)水平(ping)(ping)的70%。石(shi)油、天然(ran)(ran)氣資源匱乏,技術可開發量(liang)分(fen)別約為(wei)36億(yi)(yi)噸(dun)(dun)、6.3萬億(yi)(yi)立方(fang)米,僅占全球總量(liang)的2%、1%,人(ren)均(jun)占有量(liang)分(fen)別僅為(wei)世(shi)界(jie)平(ping)(ping)均(jun)水平(ping)(ping)的17%、7%。2021年,我國(guo)煤炭、石(shi)油、天然(ran)(ran)氣產量(liang)分(fen)別達41億(yi)(yi)噸(dun)(dun)、2億(yi)(yi)噸(dun)(dun)、2053億(yi)(yi)立方(fang)米,據此測算,儲采比(bi)分(fen)別僅為(wei)39年、18年、30年,化(hua)石(shi)能源儲備難以支撐可持續(xu)發展需(xu)要。
二是國際形勢復雜多變,能源進口難度和不確定性增大。長期以(yi)來,我(wo)國(guo)油氣自給能力不(bu)足,對外依存度較高。2021年(nian)(nian)(nian),原(yuan)油進(jin)口(kou)比(bi)重達72%,連續四年(nian)(nian)(nian)超過7成;天然(ran)(ran)氣進(jin)口(kou)比(bi)重達45%,較10年(nian)(nian)(nian)前提高2倍。同(tong)時(shi),我(wo)國(guo)進(jin)口(kou)石(shi)(shi)油80%以(yi)上來自中東(dong)、北非等地區,運輸需經霍爾木茲海(hai)峽(xia)、馬六(liu)甲(jia)海(hai)峽(xia)等要道(dao),存在“卡脖子(zi)”風險。今年(nian)(nian)(nian)上半年(nian)(nian)(nian),我(wo)國(guo)煤炭、原(yuan)油、天然(ran)(ran)氣進(jin)口(kou)量分(fen)別(bie)減少18%、3%、10%,但進(jin)口(kou)成本卻增(zeng)加了64%、53%、50%,進(jin)口(kou)化石(shi)(shi)能源的經濟代價顯著上升。
三是轉型保供挑戰疊加,能源系統安全復雜性大幅提高。我國能源(yuan)消費以化石能源(yuan)為(wei)主,2021年(nian)比(bi)重(zhong)約為(wei)80%,其中絕大(da)(da)部分為(wei)煤炭。面(mian)(mian)對實現(xian)“雙碳”目(mu)標的(de)迫切(qie)需要,我國一(yi)方面(mian)(mian)要轉(zhuan)變(bian)以煤為(wei)主的(de)發(fa)(fa)展路徑,穩步推(tui)進(jin)退煤降碳,另一(yi)方面(mian)(mian)要應(ying)對氣(qi)候環(huan)境對清潔能源(yuan)發(fa)(fa)電穩定性的(de)影響(xiang),系(xi)統(tong)安全復雜性大(da)(da)幅提(ti)升。例(li)如,受(shou)今年(nian)夏季極(ji)端高(gao)溫干(gan)旱天氣(qi)影響(xiang),7-8月四川水電出力(li)較(jiao)常(chang)年(nian)減少五成、光(guang)伏(fu)發(fa)(fa)電量同比(bi)下降6%,同時(shi)因高(gao)溫引起(qi)降溫負荷大(da)(da)幅增長,造(zao)成供電緊張。如何(he)在確保能源(yuan)安全可靠供應(ying)的(de)前提(ti)下,實現(xian)清潔能源(yuan)對化石能源(yuan)的(de)有(you)序(xu)高(gao)效替代,推(tui)動能源(yuan)體(ti)系(xi)從高(gao)碳向低(di)碳轉(zhuan)型,需要加強研究、統(tong)籌謀劃。
總體看,化(hua)石能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)資源(yuan)(yuan)(yuan)(yuan)的(de)先天不足和(he)過(guo)度(du)依(yi)賴(lai)化(hua)石能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)的(de)不合理發(fa)展(zhan)(zhan)方(fang)式,是導(dao)致我國能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)供應總體偏緊、油氣過(guo)度(du)依(yi)賴(lai)進(jin)口、能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)轉型任務艱巨的(de)根源(yuan)(yuan)(yuan)(yuan),已成為制約(yue)我國能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)安(an)全(quan)的(de)突出矛盾。有效(xiao)破解困局,需(xu)要(yao)徹底擺(bai)脫傳(chuan)統(tong)能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)發(fa)展(zhan)(zhan)路徑束縛,關鍵(jian)要(yao)堅持新(xin)發(fa)展(zhan)(zhan)理念和(he)系統(tong)觀念,以大格局、大思路深(shen)入推(tui)進(jin)能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)安(an)全(quan)新(xin)戰略,開辟一條適應現代化(hua)建設和(he)高質量發(fa)展(zhan)(zhan)需(xu)要(yao)的(de)能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)轉型新(xin)道路。
統籌生產、消費、市場各環節,協同推進能源轉型
面對(dui)保(bao)障(zhang)經濟(ji)社會發(fa)展、應(ying)對(dui)地(di)緣政治摩擦、實(shi)現(xian)“雙碳”目(mu)(mu)標等多重壓力(li),如何將能(neng)(neng)源(yuan)(yuan)(yuan)的飯碗(wan)端穩拿牢(lao),是(shi)(shi)我國(guo)亟需(xu)研究解決的重大戰略問題。近年來(lai),全球能(neng)(neng)源(yuan)(yuan)(yuan)互聯網發(fa)展合(he)作(zuo)組(zu)織(zhi)結合(he)“雙碳”目(mu)(mu)標,對(dui)我國(guo)清潔能(neng)(neng)源(yuan)(yuan)(yuan)資源(yuan)(yuan)(yuan)、電(dian)力(li)發(fa)展需(xu)求(qiu)、能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)開發(fa)及外送規模等進行了系統研究,深刻(ke)認識到以提高安全韌性、實(shi)現(xian)能(neng)(neng)源(yuan)(yuan)(yuan)自(zi)主為導向(xiang),統籌生產、消費、市(shi)場(chang)全環節(jie)推動(dong)能(neng)(neng)源(yuan)(yuan)(yuan)體系變革轉型,讓能(neng)(neng)源(yuan)(yuan)(yuan)開發(fa)供給更充足、更綠色,配(pei)置利用更安全、更高效,是(shi)(shi)保(bao)障(zhang)我國(guo)能(neng)(neng)源(yuan)(yuan)(yuan)安全的根本途徑。
(一)以清潔替代加速擺脫化石能源依賴,構建新型能源供應體系
破(po)解化石(shi)(shi)能(neng)源(yuan)(yuan)資源(yuan)(yuan)緊缺困局,關(guan)鍵要找到充足的替代能(neng)源(yuan)(yuan),大(da)力發(fa)(fa)展清(qing)潔(jie)能(neng)源(yuan)(yuan)就是答案。我國太陽能(neng)和陸上(shang)風(feng)能(neng)資源(yuan)(yuan)豐富,目前利(li)用率(lv)僅為(wei)0.2%、5%,經過(guo)開發(fa)(fa)利(li)用,完(wan)全(quan)能(neng)夠滿足我國發(fa)(fa)展需求。當(dang)前,以化石(shi)(shi)能(neng)源(yuan)(yuan)為(wei)主的發(fa)(fa)展模式(shi)仍在我國根(gen)深蒂(di)固,推進能(neng)源(yuan)(yuan)轉型(xing),應(ying)以加快清(qing)潔(jie)能(neng)源(yuan)(yuan)“立”的速度(du)助(zhu)推化石(shi)(shi)能(neng)源(yuan)(yuan)“破(po)”的進程(cheng),穩步實現(xian)清(qing)潔(jie)能(neng)源(yuan)(yuan)對(dui)化石(shi)(shi)能(neng)源(yuan)(yuan)的全(quan)面替代,提高(gao)能(neng)源(yuan)(yuan)自給(gei)能(neng)力和保障(zhang)水平。
用好(hao)西部(bu)(bu)北(bei)部(bu)(bu)風(feng)光(guang)(guang)資(zi)源(yuan)是(shi)構建(jian)新能源(yuan)供給消(xiao)納體系的(de)(de)(de)重(zhong)(zhong)中之重(zhong)(zhong)。我國(guo)西部(bu)(bu)、北(bei)部(bu)(bu)地區太陽能和(he)風(feng)能資(zi)源(yuan)占全國(guo)總(zong)量(liang)的(de)(de)(de)80%,資(zi)源(yuan)條件好(hao)、開發成(cheng)本低,適宜集中式、規(gui)模化開發,是(shi)“風(feng)光(guang)(guang)無限”的(de)(de)(de)能源(yuan)寶(bao)藏。據測算,以庫布其(qi)、烏(wu)蘭布和(he)、庫姆塔格、柴(chai)達木等沙漠戈壁為重(zhong)(zhong)點,加快(kuai)推(tui)進內蒙古、新疆(jiang)、甘(gan)肅、青海(hai)等地區大型新能源(yuan)基地建(jian)設,到2060年,我國(guo)西部(bu)(bu)、北(bei)部(bu)(bu)風(feng)電(dian)和(he)太陽能發電(dian)裝機將達15億千(qian)瓦(wa)、27億千(qian)瓦(wa),占比(bi)將達全國(guo)總(zong)裝機的(de)(de)(de)一半以上,成(cheng)為我國(guo)能源(yuan)供應的(de)(de)(de)主力軍。
加快開(kai)發(fa)(fa)西(xi)(xi)(xi)南水(shui)(shui)電(dian)(dian)將(jiang)為促進能(neng)(neng)源清潔(jie)(jie)化(hua)轉(zhuan)型提供有(you)(you)力(li)保障(zhang)。水(shui)(shui)電(dian)(dian)是重要的清潔(jie)(jie)能(neng)(neng)源,可與風電(dian)(dian)、太陽(yang)能(neng)(neng)發(fa)(fa)電(dian)(dian)形(xing)成(cheng)有(you)(you)效互補。我(wo)國(guo)水(shui)(shui)能(neng)(neng)技術(shu)可開(kai)發(fa)(fa)量約(yue)為6億(yi)千(qian)瓦左右,目前開(kai)發(fa)(fa)率(lv)約(yue)為50%,未(wei)開(kai)發(fa)(fa)部(bu)分主(zhu)要集中(zhong)在西(xi)(xi)(xi)南地(di)(di)(di)區。加快金沙江、雅礱江、瀾滄江、怒江、雅魯藏布江等流(liu)域(yu)(yu)(yu)水(shui)(shui)電(dian)(dian)基(ji)地(di)(di)(di)建(jian)(jian)(jian)設(she),到2060年(nian)(nian),我(wo)國(guo)常規水(shui)(shui)電(dian)(dian)資(zi)源將(jiang)總體開(kai)發(fa)(fa)完成(cheng),為能(neng)(neng)源清潔(jie)(jie)化(hua)供應發(fa)(fa)揮重要作用(yong)。同時,在西(xi)(xi)(xi)南水(shui)(shui)電(dian)(dian)開(kai)發(fa)(fa)規劃中(zhong),可考(kao)(kao)慮(lv)將(jiang)跨區調水(shui)(shui)工程(cheng)與水(shui)(shui)電(dian)(dian)站(zhan)、抽(chou)蓄電(dian)(dian)站(zhan)建(jian)(jian)(jian)設(she)結合,通過異地(di)(di)(di)抽(chou)發(fa)(fa)和(he)(he)接力(li)方式將(jiang)西(xi)(xi)(xi)南流(liu)域(yu)(yu)(yu)的水(shui)(shui)送往青海(hai)、甘肅(su)、新疆等地(di)(di)(di)。這既能(neng)(neng)緩(huan)解西(xi)(xi)(xi)北地(di)(di)(di)區水(shui)(shui)資(zi)源短缺問題,又能(neng)(neng)發(fa)(fa)揮跨流(liu)域(yu)(yu)(yu)水(shui)(shui)電(dian)(dian)聯(lian)合調節特性(xing)好和(he)(he)跨地(di)(di)(di)域(yu)(yu)(yu)資(zi)源互補性(xing)強(qiang)的優勢,推(tui)動(dong)西(xi)(xi)(xi)部(bu)水(shui)(shui)、風、光一(yi)體化(hua)發(fa)(fa)展(zhan),更好促進新能(neng)(neng)源大規模開(kai)發(fa)(fa)利用(yong)。據初(chu)步(bu)估算(suan),到2060年(nian)(nian),我(wo)國(guo)西(xi)(xi)(xi)南地(di)(di)(di)區水(shui)(shui)電(dian)(dian)裝機(ji)(ji)規模將(jiang)超3億(yi)千(qian)瓦,具備季、年(nian)(nian)、多年(nian)(nian)調節能(neng)(neng)力(li)的裝機(ji)(ji)占比可達45%,可滿足3-5億(yi)千(qian)瓦新能(neng)(neng)源裝機(ji)(ji)的調峰和(he)(he)打捆(kun)外送需求;如(ru)考(kao)(kao)慮(lv)建(jian)(jian)(jian)設(she)異地(di)(di)(di)抽(chou)發(fa)(fa)跨流(liu)域(yu)(yu)(yu)調水(shui)(shui)工程(cheng),可進一(yi)步(bu)促進西(xi)(xi)(xi)部(bu)新能(neng)(neng)源開(kai)發(fa)(fa)利用(yong)。
穩(wen)步(bu)開發海(hai)上(shang)風(feng)電(dian)是(shi)(shi)滿足東中部中遠期能源(yuan)需求的(de)(de)重(zhong)(zhong)要(yao)途徑(jing)。海(hai)上(shang)風(feng)電(dian)是(shi)(shi)新能源(yuan)發展(zhan)的(de)(de)重(zhong)(zhong)要(yao)領域,具(ju)(ju)有(you)(you)不(bu)占用土地(di)、出力波(bo)動小、利用小時數高(gao)等優勢(shi)。我(wo)國(guo)具(ju)(ju)有(you)(you)較(jiao)好(hao)的(de)(de)海(hai)上(shang)風(feng)電(dian)資(zi)(zi)源(yuan),5-50米水深、70米高(gao)度可(ke)(ke)開發資(zi)(zi)源(yuan)約為5億千瓦。穩(wen)步(bu)有(you)(you)序推(tui)進廣(guang)東、江(jiang)(jiang)蘇、福建、浙江(jiang)(jiang)等沿海(hai)地(di)區千萬千瓦級海(hai)上(shang)風(feng)電(dian)基地(di)建設,到2060年裝機容量預計可(ke)(ke)達1.6億千瓦,成為東中部地(di)區重(zhong)(zhong)要(yao)的(de)(de)清潔電(dian)源(yuan)。
因地(di)(di)(di)制宜推動分布(bu)(bu)式(shi)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)開發將(jiang)為保障能(neng)(neng)(neng)源(yuan)(yuan)(yuan)供應提供有益補(bu)充。分布(bu)(bu)式(shi)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)就地(di)(di)(di)取能(neng)(neng)(neng)、分散靈活、靠近用(yong)電地(di)(di)(di)區,但(dan)資源(yuan)(yuan)(yuan)總量(liang)有限、利用(yong)小(xiao)時偏(pian)低。綜合(he)考慮(lv)資源(yuan)(yuan)(yuan)稟賦和技術經濟(ji)性,在(zai)條(tiao)件適宜地(di)(di)(di)區推廣屋頂光伏、分散式(shi)風電以(yi)及(ji)“農光互補(bu)”、“漁光互補(bu)”等新能(neng)(neng)(neng)源(yuan)(yuan)(yuan)扶貧項目,預計到2060年,我國(guo)分布(bu)(bu)式(shi)新能(neng)(neng)(neng)源(yuan)(yuan)(yuan)裝機將(jiang)達到15億千(qian)瓦,以(yi)靈活便捷的方(fang)式(shi)進一步滿足當地(di)(di)(di)用(yong)能(neng)(neng)(neng)需求(qiu)。
(二)以電能替代加速改變能源使用方式,打造以電為中心的能源消費體系
油氣(qi)(qi)對外依存度(du)高是制(zhi)約我國(guo)能(neng)源安(an)全(quan)的(de)(de)重大(da)隱患,以(yi)自主(zhu)生產(chan)的(de)(de)清(qing)潔電能(neng)替代(dai)(dai)進口油氣(qi)(qi)是解決(jue)問題的(de)(de)有(you)效途徑。大(da)力發(fa)展清(qing)潔發(fa)電技術,打造以(yi)電為主(zhu)的(de)(de)能(neng)源消費(fei)體系(xi),不但可以(yi)推動以(yi)電代(dai)(dai)煤(mei)、代(dai)(dai)油、代(dai)(dai)氣(qi)(qi),大(da)幅減少化(hua)石能(neng)源使(shi)用,還能(neng)催生電制(zhi)燃料新(xin)產(chan)業,豐富能(neng)源供應渠道,對于提高我國(guo)能(neng)源供給韌性,掌(zhang)握安(an)全(quan)主(zhu)動權具有(you)重要(yao)意義。
推進各領域電(dian)(dian)(dian)(dian)能(neng)(neng)替(ti)代是擺脫終(zhong)端用(yong)能(neng)(neng)對化(hua)石能(neng)(neng)源依賴的(de)(de)最有效途徑。實施電(dian)(dian)(dian)(dian)能(neng)(neng)替(ti)代,構建以清潔電(dian)(dian)(dian)(dian)力為基礎的(de)(de)產業(ye)體系(xi)和(he)生活方式,能(neng)(neng)夠有效擺脫能(neng)(neng)源消費對煤、油、氣(qi)(qi)的(de)(de)依賴。工業(ye)、交(jiao)通(tong)(tong)、建筑作為終(zhong)端用(yong)能(neng)(neng)的(de)(de)主要領域,是電(dian)(dian)(dian)(dian)能(neng)(neng)替(ti)代的(de)(de)重點行業(ye)。工業(ye)領域應(ying)加快(kuai)高(gao)耗能(neng)(neng)行業(ye)電(dian)(dian)(dian)(dian)氣(qi)(qi)化(hua)升(sheng)級,大力培育新(xin)興產業(ye)和(he)綠(lv)色(se)產業(ye),推動(dong)施工等各類機械(xie)電(dian)(dian)(dian)(dian)氣(qi)(qi)化(hua),建立低(di)碳工業(ye)體系(xi);交(jiao)通(tong)(tong)領域應(ying)大力推動(dong)電(dian)(dian)(dian)(dian)動(dong)汽車(che)、電(dian)(dian)(dian)(dian)氣(qi)(qi)化(hua)鐵路、港口岸(an)電(dian)(dian)(dian)(dian)、內河航(hang)運電(dian)(dian)(dian)(dian)氣(qi)(qi)化(hua)發展(zhan),實現從(cong)油驅動(dong)向電(dian)(dian)(dian)(dian)(氫)驅動(dong)轉變(bian);建筑領域應(ying)普及建筑節能(neng)(neng)改造(zao)和(he)智能(neng)(neng)家電(dian)(dian)(dian)(dian)應(ying)用(yong),推動(dong)炊事(shi)、供熱(re)、制(zhi)冷等電(dian)(dian)(dian)(dian)氣(qi)(qi)化(hua)。據估算,通(tong)(tong)過電(dian)(dian)(dian)(dian)能(neng)(neng)替(ti)代,到(dao)2050年(nian),我國每年(nian)可減少(shao)進口石油和(he)天(tian)然氣(qi)(qi)3.8億噸、1500億立方米(mi),分別相當于2021年(nian)進口總量的(de)(de)76%和(he)90%,能(neng)(neng)源自主水平(ping)大幅提升(sheng)。
大(da)力發(fa)展(zhan)電(dian)制(zhi)(zhi)燃(ran)料產(chan)業(ye)(ye)是深入(ru)推動工業(ye)(ye)、交通等(deng)(deng)領域(yu)電(dian)能(neng)替代(dai)的(de)(de)創新舉措(cuo)。電(dian)制(zhi)(zhi)燃(ran)料利用(yong)清(qing)(qing)潔電(dian)能(neng)和水、二氧化(hua)碳等(deng)(deng)物(wu)質生產(chan)氫氣、甲烷等(deng)(deng)燃(ran)料,在冶金、化(hua)工、長(chang)途貨運(yun)、航空(kong)航海等(deng)(deng)難以(yi)直接實施電(dian)能(neng)替代(dai)的(de)(de)領域(yu)具(ju)有(you)較大(da)應用(yong)空(kong)間,能(neng)夠進(jin)一步減少終端用(yong)能(neng)對化(hua)石能(neng)源的(de)(de)需(xu)求(qiu)。同(tong)時,電(dian)制(zhi)(zhi)燃(ran)料的(de)(de)用(yong)能(neng)主要來自清(qing)(qing)潔能(neng)源發(fa)電(dian),將(jiang)有(you)效擺脫對進(jin)口油、氣的(de)(de)依賴。我(wo)國已是全球(qiu)最大(da)的(de)(de)氫能(neng)生產(chan)和消(xiao)費國,今(jin)年3月發(fa)布(bu)了氫能(neng)產(chan)業(ye)(ye)發(fa)展(zhan)中長(chang)期規(gui)劃,加快清(qing)(qing)潔電(dian)制(zhi)(zhi)氫等(deng)(deng)產(chan)業(ye)(ye)發(fa)展(zhan)前景廣闊(kuo)。初步估算,2060年我(wo)國清(qing)(qing)潔能(neng)源制(zhi)(zhi)氫產(chan)量(liang)將(jiang)達(da)到近1億(yi)噸,電(dian)制(zhi)(zhi)甲烷產(chan)量(liang)將(jiang)達(da)到500億(yi)立方米以(yi)上(shang)。
(三)發揮全國統一大市場作用,打破能源大范圍優化配置“梗阻”
市(shi)場(chang)(chang)是連(lian)接(jie)生(sheng)產和消(xiao)費的紐(niu)帶(dai)。我(wo)國(guo)能(neng)源(yuan)資源(yuan)與需(xu)(xu)求呈逆向分布,構建(jian)(jian)清潔(jie)能(neng)源(yuan)大(da)范圍配置、電能(neng)大(da)規(gui)模利用的能(neng)源(yuan)生(sheng)產消(xiao)費新格(ge)局,需(xu)(xu)要發揮市(shi)場(chang)(chang)的決定性(xing)作用。當前,我(wo)國(guo)能(neng)源(yuan)領域市(shi)場(chang)(chang)化建(jian)(jian)設仍(reng)有較大(da)空間,清潔(jie)能(neng)源(yuan)大(da)規(gui)模消(xiao)納(na)、市(shi)場(chang)(chang)分割、價格(ge)有效(xiao)調節供需(xu)(xu)等環節仍(reng)存(cun)在尚未有效(xiao)解決的“梗阻(zu)”,迫切需(xu)(xu)要加快電力市(shi)場(chang)(chang)建(jian)(jian)設,通(tong)過體制(zhi)機制(zhi)創新破解上述問題(ti)。
以全(quan)國統一電(dian)(dian)(dian)(dian)(dian)(dian)力(li)市(shi)(shi)場(chang)(chang)(chang)(chang)為(wei)平臺,推(tui)(tui)動(dong)清(qing)潔(jie)能(neng)源大(da)范圍優(you)化(hua)配(pei)置(zhi)。近年來,我國電(dian)(dian)(dian)(dian)(dian)(dian)力(li)市(shi)(shi)場(chang)(chang)(chang)(chang)建設穩步推(tui)(tui)進,2021年市(shi)(shi)場(chang)(chang)(chang)(chang)化(hua)交易(yi)電(dian)(dian)(dian)(dian)(dian)(dian)量達3.7萬億千(qian)瓦時,但其中清(qing)潔(jie)能(neng)源發(fa)電(dian)(dian)(dian)(dian)(dian)(dian)和省間電(dian)(dian)(dian)(dian)(dian)(dian)力(li)交易(yi)比(bi)(bi)重偏低,占比(bi)(bi)分(fen)別僅為(wei)3%、18%,市(shi)(shi)場(chang)(chang)(chang)(chang)對(dui)于(yu)清(qing)潔(jie)能(neng)源配(pei)置(zhi)的(de)促進作用亟待增強。加(jia)快構建全(quan)國統一電(dian)(dian)(dian)(dian)(dian)(dian)力(li)市(shi)(shi)場(chang)(chang)(chang)(chang),促進跨(kua)區跨(kua)省電(dian)(dian)(dian)(dian)(dian)(dian)力(li)交易(yi),將打(da)破省間壁壘和市(shi)(shi)場(chang)(chang)(chang)(chang)分(fen)割,推(tui)(tui)動(dong)清(qing)潔(jie)能(neng)源大(da)范圍配(pei)置(zhi),充分(fen)發(fa)揮(hui)大(da)市(shi)(shi)場(chang)(chang)(chang)(chang)作用和優(you)勢,保障(zhang)能(neng)源經濟高(gao)效(xiao)、安全(quan)可靠供應。同時,推(tui)(tui)動(dong)建立適應高(gao)比(bi)(bi)例新能(neng)源的(de)市(shi)(shi)場(chang)(chang)(chang)(chang)機制,通過簽(qian)訂中長期合約(yue)、參與(yu)市(shi)(shi)場(chang)(chang)(chang)(chang)競價、科學考(kao)核(he)棄(qi)電(dian)(dian)(dian)(dian)(dian)(dian)量等方式(shi),提升清(qing)潔(jie)能(neng)源市(shi)(shi)場(chang)(chang)(chang)(chang)化(hua)交易(yi)規模和水平。適時研究推(tui)(tui)動(dong)電(dian)(dian)(dian)(dian)(dian)(dian)力(li)市(shi)(shi)場(chang)(chang)(chang)(chang)與(yu)碳市(shi)(shi)場(chang)(chang)(chang)(chang)融合,構建全(quan)國電(dian)(dian)(dian)(dian)(dian)(dian)—碳市(shi)(shi)場(chang)(chang)(chang)(chang),整(zheng)合能(neng)源和氣候領域(yu)治理機制、參與(yu)主體和市(shi)(shi)場(chang)(chang)(chang)(chang)功能(neng),實(shi)現(xian)能(neng)源轉型與(yu)碳減排協同推(tui)(tui)進。
以(yi)科學電(dian)(dian)價(jia)(jia)機(ji)(ji)制為引(yin)導,更好促(cu)進能(neng)源市場(chang)化(hua)交(jiao)易。“煤電(dian)(dian)價(jia)(jia)格(ge)(ge)倒掛”以(yi)及煤電(dian)(dian)轉型缺少有(you)效價(jia)(jia)格(ge)(ge)傳導機(ji)(ji)制,是長期制約我國電(dian)(dian)力(li)供(gong)應(ying)的(de)重大(da)問(wen)題。破解上述難題,需要(yao)以(yi)電(dian)(dian)力(li)市場(chang)為載體(ti),健全(quan)電(dian)(dian)價(jia)(jia)形成(cheng)機(ji)(ji)制,充分(fen)調動各方參(can)與(yu)電(dian)(dian)力(li)供(gong)需平衡的(de)積極性(xing)與(yu)主動性(xing)。加(jia)快完善一次能(neng)源價(jia)(jia)格(ge)(ge)、上網電(dian)(dian)價(jia)(jia)、銷售電(dian)(dian)價(jia)(jia)聯(lian)動機(ji)(ji)制,適時(shi)推動形成(cheng)電(dian)(dian)價(jia)(jia)與(yu)碳(tan)價(jia)(jia)有(you)機(ji)(ji)融合(he)的(de)價(jia)(jia)格(ge)(ge)體(ti)系,將真實反映能(neng)源價(jia)(jia)格(ge)(ge)和(he)(he)(he)(he)供(gong)求關系,有(you)效體(ti)現能(neng)源供(gong)應(ying)、碳(tan)減排和(he)(he)(he)(he)生(sheng)態環(huan)境成(cheng)本(ben)。建立健全(quan)調峰等輔助服(fu)務(wu)補償和(he)(he)(he)(he)跨(kua)省跨(kua)區交(jiao)易機(ji)(ji)制,科學測定輔助服(fu)務(wu)成(cheng)本(ben),加(jia)快形成(cheng)市場(chang)化(hua)的(de)輸電(dian)(dian)權分(fen)配和(he)(he)(he)(he)交(jiao)易模式,將最大(da)程度利用(yong)跨(kua)省跨(kua)區輸電(dian)(dian)通道和(he)(he)(he)(he)調峰資(zi)源,促(cu)進清(qing)潔(jie)電(dian)(dian)力(li)在(zai)全(quan)國范圍(wei)高(gao)效配置(zhi)。
發揮煤炭兜底保障和戰略資源作用,為能源轉型和可靠供應保駕護航
以(yi)煤(mei)為主的(de)(de)能源(yuan)(yuan)稟賦是我國的(de)(de)基本國情,如何(he)用(yong)好、打好煤(mei)炭(tan)這張“牌”,統(tong)籌推進能源(yuan)(yuan)轉型與保供,事關我國能源(yuan)(yuan)安(an)全根基。2021年,煤(mei)電(dian)(dian)以(yi)接近50%的(de)(de)裝機占(zhan)比(bi)生產了(le)全國60%的(de)(de)電(dian)(dian)量,承擔了(le)70%的(de)(de)頂(ding)峰任務,為保障能源(yuan)(yuan)安(an)全穩定供應發揮了(le)“頂(ding)梁柱”和“壓艙石”作(zuo)用(yong)。深(shen)刻認(ren)識新形勢(shi)下保障能源(yuan)(yuan)安(an)全的(de)(de)重要性(xing),推動以(yi)清潔(jie)替代和電(dian)(dian)能替代加(jia)快能源(yuan)(yuan)轉型,仍需(xu)發揮煤(mei)炭(tan)的(de)(de)基礎性(xing)、戰略性(xing)作(zuo)用(yong),守(shou)住能源(yuan)(yuan)安(an)全底線(xian)。
(一)推動煤電向調節性電源轉型,是實現存量煤電經濟高效利用與平穩有序轉型的根本出路
煤(mei)電(dian)(dian)(dian)(dian)(dian)與新能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)在(zai)能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)轉(zhuan)型中既是(shi)(shi)替代關系,又需(xu)相(xiang)互協調(diao)(diao)。我(wo)國煤(mei)電(dian)(dian)(dian)(dian)(dian)規(gui)模大、占比高(gao),平均(jun)服役時間(jian)僅(jin)10多年(nian)(nian),如何在(zai)用好現有(you)煤(mei)電(dian)(dian)(dian)(dian)(dian)基礎上,經濟高(gao)效實現能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)清潔化轉(zhuan)型是(shi)(shi)一(yi)項艱巨任務。從(cong)(cong)現實看,煤(mei)電(dian)(dian)(dian)(dian)(dian)需(xu)要(yao)調(diao)(diao)整(zheng)功能(neng)(neng)定位,從(cong)(cong)主體電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan)(yuan)向調(diao)(diao)節性和(he)(he)保(bao)障性電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan)(yuan)轉(zhuan)變,在(zai)保(bao)安(an)全、促轉(zhuan)型中發揮(hui)關鍵作用。以控總量(liang)、調(diao)(diao)布局為重點,推動我(wo)國煤(mei)電(dian)(dian)(dian)(dian)(dian)裝(zhuang)機和(he)(he)發電(dian)(dian)(dian)(dian)(dian)量(liang)在(zai)2030年(nian)(nian)前達峰,布局由東(dong)中部向西部北(bei)部轉(zhuan)移,將促進煤(mei)電(dian)(dian)(dian)(dian)(dian)與新能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)優(you)化組合,平穩有(you)序實現能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)體系轉(zhuan)型。同時,進一(yi)步加大煤(mei)電(dian)(dian)(dian)(dian)(dian)機組靈活性改造力度,充分(fen)發揮(hui)煤(mei)電(dian)(dian)(dian)(dian)(dian)經濟高(gao)效的靈活調(diao)(diao)節性能(neng)(neng)和(he)(he)極端條件下(xia)的保(bao)供(gong)作用,為促進新能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)消納提供(gong)重要(yao)支撐。
(二)推動煤電清潔低碳利用,是實現“雙碳”目標的必然要求
能(neng)源轉型(xing)(xing)是個長(chang)期過程(cheng),不能(neng)一蹴而就。面(mian)(mian)對減排與保供的雙重壓力(li),需(xu)要通(tong)過清潔(jie)高(gao)(gao)效利用煤(mei)電資源,為(wei)新能(neng)源發展保駕護航,實(shi)現主體能(neng)源的平穩過渡。一方(fang)面(mian)(mian),以(yi)“高(gao)(gao)質高(gao)(gao)效、低(di)排低(di)耗”為(wei)原(yuan)則,加(jia)快(kuai)煤(mei)電機組轉型(xing)(xing)升級和(he)落后產能(neng)淘(tao)汰,以(yi)新技(ji)術(shu)、新工藝、新標準(zhun)推動煤(mei)電節能(neng)減排,實(shi)現全(quan)過程(cheng)、全(quan)要素清潔(jie)化和(he)低(di)碳化。另一方(fang)面(mian)(mian),研(yan)究采用碳捕(bu)集與封存(cun)、自然碳匯等措施,為(wei)2060年前(qian)實(shi)現煤(mei)電凈(jing)零(ling)排放提供支(zhi)撐。
(三)推動煤炭向戰略性資源轉型,是進一步夯實我國能源安全根基的重要舉措
煤炭(tan)(tan)作為我國(guo)(guo)自(zi)主可(ke)控、具有(you)一定儲量(liang)優勢的(de)(de)(de)一次能(neng)源,是我國(guo)(guo)確保能(neng)源安全的(de)(de)(de)底氣所在。受日(ri)益復雜的(de)(de)(de)國(guo)(guo)際局勢影響,全球能(neng)源供(gong)應反(fan)復收緊、能(neng)源價格大(da)幅(fu)波動(dong),在這樣的(de)(de)(de)大(da)環境下,我國(guo)(guo)應將煤炭(tan)(tan)作為重(zhong)要的(de)(de)(de)戰略資源“擴儲緩用”,提升我國(guo)(guo)能(neng)源供(gong)給(gei)的(de)(de)(de)彈(dan)性(xing)和韌性(xing)。一方面,加大(da)力度勘(kan)探新的(de)(de)(de)資源,不(bu)斷擴大(da)煤炭(tan)(tan)儲備(bei),提高(gao)能(neng)源自(zi)給(gei)能(neng)力,做到“家(jia)中(zhong)有(you)糧、心(xin)里不(bu)慌”;另一方面,要按照節(jie)約、高(gao)效、可(ke)持續的(de)(de)(de)原則科學合(he)理開發(fa)使用現有(you)煤炭(tan)(tan),留存更多的(de)(de)(de)資源應對未來的(de)(de)(de)“不(bu)時之需(xu)”,切實發(fa)揮煤炭(tan)(tan)的(de)(de)(de)戰略資源和兜底保障作用。
構建以新型電力系統為主體的中國能源互聯網,是推動能源轉型、提高安全韌性的根本舉措
穩步推進中國能(neng)(neng)源(yuan)互聯(lian)網建設是(shi)習(xi)近平總書記立足國情作出(chu)的重要指(zhi)示,是(shi)推動我國能(neng)(neng)源(yuan)轉(zhuan)型(xing)(xing)的根本途徑。2021年,圍繞“雙碳”目標,習(xi)近平總書記進一步提(ti)出(chu)構(gou)建新型(xing)(xing)電力(li)系(xi)統、打造新能(neng)(neng)源(yuan)供給(gei)消納體系(xi),為建設中國能(neng)(neng)源(yuan)互聯(lian)網,加快能(neng)(neng)源(yuan)綠色轉(zhuan)型(xing)(xing)指(zhi)明了(le)方(fang)向。
新型電(dian)(dian)力系統是融合低碳(tan)能(neng)(neng)(neng)源(yuan)(yuan)、先進(jin)輸電(dian)(dian)、信息(xi)通信、網絡控制等前沿技術(shu),以交(jiao)直流混聯大(da)電(dian)(dian)網為(wei)主導,配電(dian)(dian)網、微電(dian)(dian)網、分(fen)布式能(neng)(neng)(neng)源(yuan)(yuan)系統等多(duo)種形態電(dian)(dian)網為(wei)支撐,推動各類(lei)集中(zhong)式和分(fen)布式清潔能(neng)(neng)(neng)源(yuan)(yuan)大(da)規模開發、配置、利(li)用(yong)的現(xian)(xian)代電(dian)(dian)力系統,具有(you)綠色(se)低碳(tan)、廣(guang)泛互聯、堅強(qiang)可靠、智能(neng)(neng)(neng)高效、柔性靈(ling)活等突出特(te)點,將(jiang)實現(xian)(xian)源(yuan)(yuan)網荷儲協同、多(duo)能(neng)(neng)(neng)互補利(li)用(yong),打(da)造(zao)清潔主導、電(dian)(dian)為(wei)中(zhong)心、互聯互通的能(neng)(neng)(neng)源(yuan)(yuan)互聯網,為(wei)實現(xian)(xian)我國(guo)能(neng)(neng)(neng)源(yuan)(yuan)有(you)序(xu)轉型和安全供應(ying)發揮樞紐平臺作用(yong)。
(一)中國能源互聯網發展思路清晰、工作重點突出
構(gou)(gou)建(jian)多能(neng)互補、跨區(qu)(qu)協同(tong)的送(song)端(duan)系(xi)統(tong)。西(xi)北、西(xi)南(nan)、東北及華(hua)北北部(bu)是我國(guo)的大型(xing)清(qing)潔(jie)能(neng)源基地(di),應加快各區(qu)(qu)域協同(tong)開(kai)(kai)發(fa)(fa)(fa),推(tui)動水電(dian)(dian)(dian)(dian)、風(feng)電(dian)(dian)(dian)(dian)、太陽能(neng)發(fa)(fa)(fa)電(dian)(dian)(dian)(dian)等清(qing)潔(jie)能(neng)源多能(neng)互補協調(diao)(diao)發(fa)(fa)(fa)展(zhan),為(wei)(wei)我國(guo)經(jing)濟社(she)會發(fa)(fa)(fa)展(zhan)提(ti)供充足(zu)、經(jing)濟、可持續的電(dian)(dian)(dian)(dian)力保障。其中,西(xi)北、東北及華(hua)北北部(bu)地(di)區(qu)(qu)將利用構(gou)(gou)網(wang)型(xing)逆變器(qi)(qi)等技術(shu)打造清(qing)潔(jie)能(neng)源匯集網(wang)絡,并(bing)配(pei)套建(jian)設部(bu)分火電(dian)(dian)(dian)(dian)機組(zu)和(he)新(xin)型(xing)儲能(neng),滿足(zu)電(dian)(dian)(dian)(dian)壓支(zhi)撐和(he)靈活性(xing)調(diao)(diao)節需求,保障清(qing)潔(jie)能(neng)源開(kai)(kai)發(fa)(fa)(fa)需要(yao);西(xi)南(nan)地(di)區(qu)(qu)將以特高壓電(dian)(dian)(dian)(dian)網(wang)為(wei)(wei)平臺,主要(yao)依托水電(dian)(dian)(dian)(dian)機組(zu)和(he)異(yi)地(di)抽發(fa)(fa)(fa)調(diao)(diao)水系(xi)統(tong),并(bing)適度采用構(gou)(gou)網(wang)型(xing)逆變器(qi)(qi)等設備,為(wei)(wei)水、風(feng)、光一體(ti)化開(kai)(kai)發(fa)(fa)(fa)提(ti)供電(dian)(dian)(dian)(dian)壓支(zhi)撐和(he)有功(gong)調(diao)(diao)節。同(tong)時,積極(ji)研究構(gou)(gou)建(jian)西(xi)部(bu)大電(dian)(dian)(dian)(dian)網(wang),通(tong)過西(xi)北與西(xi)南(nan)電(dian)(dian)(dian)(dian)網(wang)互聯,進一步發(fa)(fa)(fa)揮西(xi)南(nan)水電(dian)(dian)(dian)(dian)的靈活性(xing)調(diao)(diao)節能(neng)力,支(zhi)撐西(xi)部(bu)清(qing)潔(jie)能(neng)源大規模(mo)開(kai)(kai)發(fa)(fa)(fa)利用。
構建(jian)堅強可靠(kao)、靈活(huo)智(zhi)能(neng)(neng)的受(shou)端(duan)(duan)系統(tong)。華北(京津(jin)冀魯)、華東(dong)(dong)、華中(zhong)、南(nan)方(粵桂瓊(qiong))等東(dong)(dong)中(zhong)部地(di)區(qu)(qu)是我(wo)國的用(yong)電(dian)(dian)(dian)(dian)(dian)中(zhong)心,預計2060年電(dian)(dian)(dian)(dian)(dian)力(li)需求(qiu)占(zhan)我(wo)國總用(yong)電(dian)(dian)(dian)(dian)(dian)量的60%以上,其中(zhong)約(yue)70%依靠(kao)區(qu)(qu)域(yu)內風電(dian)(dian)(dian)(dian)(dian)、光伏(fu)、核電(dian)(dian)(dian)(dian)(dian)、水(shui)電(dian)(dian)(dian)(dian)(dian)、氣(qi)電(dian)(dian)(dian)(dian)(dian)等滿(man)足,30%依托(tuo)特(te)高(gao)壓由(you)西部、北部送入(ru)。為支(zhi)撐(cheng)區(qu)(qu)外清潔能(neng)(neng)源(yuan)大規模送入(ru)和(he)區(qu)(qu)內清潔能(neng)(neng)源(yuan)消納,需要在東(dong)(dong)中(zhong)部加快構建(jian)以特(te)高(gao)壓交流為骨干(gan)網架的堅強智(zhi)能(neng)(neng)電(dian)(dian)(dian)(dian)(dian)網,大力(li)建(jian)設(she)抽水(shui)蓄(xu)能(neng)(neng)等調(diao)節性電(dian)(dian)(dian)(dian)(dian)源(yuan)提高(gao)調(diao)峰能(neng)(neng)力(li),采用(yong)構網型逆變器、調(diao)相機等技術(shu)增強受(shou)端(duan)(duan)系統(tong)電(dian)(dian)(dian)(dian)(dian)壓支(zhi)撐(cheng)能(neng)(neng)力(li),全(quan)面提升電(dian)(dian)(dian)(dian)(dian)力(li)配置(zhi)調(diao)度能(neng)(neng)力(li)和(he)系統(tong)靈活(huo)運行(xing)水(shui)平,確保(bao)電(dian)(dian)(dian)(dian)(dian)力(li)可靠(kao)供應(ying)。同時,積極應(ying)用(yong)智(zhi)慧城市、智(zhi)慧家居、現(xian)代通信、智(zhi)能(neng)(neng)控制、需求(qiu)側(ce)管理、虛擬電(dian)(dian)(dian)(dian)(dian)廠等創(chuang)新技術(shu),提升分布式(shi)能(neng)(neng)源(yuan)靈活(huo)接(jie)入(ru)和(he)電(dian)(dian)(dian)(dian)(dian)網安(an)全(quan)運行(xing)水(shui)平,加速終端(duan)(duan)用(yong)能(neng)(neng)領域(yu)再(zai)電(dian)(dian)(dian)(dian)(dian)氣(qi)化(hua)(hua)進程,滿(man)足多元化(hua)(hua)、智(zhi)能(neng)(neng)化(hua)(hua)、便(bian)捷化(hua)(hua)用(yong)能(neng)(neng)需求(qiu)。
構建(jian)全國互聯、配(pei)(pei)置高(gao)效的特(te)高(gao)壓(ya)網絡。特(te)高(gao)壓(ya)輸電是我國原創、世界領先的重(zhong)大(da)技術(shu)創新,為我國優化(hua)資源(yuan)(yuan)(yuan)配(pei)(pei)置、保障電力供(gong)應、改善生態環(huan)境等發(fa)揮(hui)了重(zhong)要作用。建(jian)設中(zhong)國能源(yuan)(yuan)(yuan)互聯網,需要進一步發(fa)揮(hui)特(te)高(gao)壓(ya)輸電距離遠(yuan)、容量(liang)大(da)、效率高(gao)、損耗低、占地(di)省、安全性高(gao)等顯著優勢,在送、受端系(xi)統之間依托特(te)高(gao)壓(ya)電網構建(jian)橫(heng)貫東西、縱貫南北的全國“電力高(gao)速(su)公路網絡”,保障西部北部清潔(jie)能源(yuan)(yuan)(yuan)基地(di)大(da)規(gui)模外送,促進跨區跨省資源(yuan)(yuan)(yuan)優化(hua)配(pei)(pei)置和互補互濟,為高(gao)質(zhi)量(liang)建(jian)設新能源(yuan)(yuan)(yuan)供(gong)給消納體系(xi)提(ti)供(gong)重(zhong)要載體和平臺保障。
(二)中國能源互聯網將統籌發展與安全,協同實現能源轉型與能源保供目標
大幅提(ti)升(sheng)清(qing)(qing)潔(jie)(jie)能(neng)源(yuan)供應能(neng)力。構建(jian)中國能(neng)源(yuan)互(hu)聯網,促進“源(yuan)網荷(he)儲(chu)”多(duo)向互(hu)動和“風(feng)光水火”多(duo)能(neng)互(hu)補,既能(neng)保障清(qing)(qing)潔(jie)(jie)能(neng)源(yuan)大規(gui)模開發(fa)、高比(bi)例消納的安(an)全(quan)(quan)性(xing)和可(ke)靠性(xing),又能(neng)發(fa)揮(hui)煤電的調節性(xing)電源(yuan)和兜底(di)作用,將(jiang)讓(rang)清(qing)(qing)潔(jie)(jie)能(neng)源(yuan)“立得快(kuai)”、化石能(neng)源(yuan)“破得穩”,實現(xian)發(fa)展與安(an)全(quan)(quan)協調統一。依托中國能(neng)源(yuan)互(hu)聯網,清(qing)(qing)潔(jie)(jie)能(neng)源(yuan)開發(fa)速度將(jiang)提(ti)高1.5倍以上,預(yu)計到2060年,我國清(qing)(qing)潔(jie)(jie)能(neng)源(yuan)占(zhan)一次能(neng)源(yuan)消費比(bi)重將(jiang)超過(guo)90%,發(fa)電量占(zhan)比(bi)將(jiang)達95%以上,為經濟社會發(fa)展提(ti)供充足、經濟、可(ke)靠的能(neng)源(yuan)保障。
有效破解油氣進(jin)口依(yi)賴難題。中國(guo)(guo)能(neng)源(yuan)(yuan)互(hu)(hu)聯(lian)網作為推動工業、交(jiao)通(tong)、建(jian)筑等領(ling)域(yu)電(dian)能(neng)替代的基(ji)礎平(ping)臺,將(jiang)引領(ling)能(neng)源(yuan)(yuan)消費(fei)向(xiang)電(dian)氣化(hua)加快轉(zhuan)型,大幅降低我國(guo)(guo)油氣消費(fei)規模和進(jin)口依(yi)賴度。依(yi)托中國(guo)(guo)能(neng)源(yuan)(yuan)互(hu)(hu)聯(lian)網,全社會電(dian)氣化(hua)率增速將(jiang)提(ti)升(sheng)1.5倍以上,到2060年,綠色電(dian)能(neng)和電(dian)制(zhi)燃料等將(jiang)替代近90%的化(hua)石能(neng)源(yuan)(yuan)消費(fei),我國(guo)(guo)能(neng)源(yuan)(yuan)供應(ying)將(jiang)基(ji)本實現自(zi)給自(zi)足(zu),擺脫油氣供給受制(zhi)于人(ren)局面。
顯著增(zeng)強能(neng)源應(ying)急(ji)保障(zhang)(zhang)能(neng)力(li)。在(zai)重大災害情(qing)況下(xia),局(ju)部電源的調(diao)節能(neng)力(li)難以滿足本地(di)(di)功率平衡需(xu)求。構(gou)建中國(guo)能(neng)源互聯(lian)網(wang)(wang),能(neng)夠充分發(fa)揮特(te)高壓(ya)(ya)電網(wang)(wang)大范圍配(pei)置優勢(shi),調(diao)用全網(wang)(wang)資(zi)源協同參與突發(fa)事件處置,顯著提升(sheng)電網(wang)(wang)的應(ying)急(ji)保障(zhang)(zhang)和風險防御能(neng)力(li)。例(li)如,2020年2-4月新冠(guan)肺炎疫(yi)情(qing)發(fa)生初期,我國(guo)西(xi)部、北部依(yi)托特(te)高壓(ya)(ya)電網(wang)(wang)向華中累計送(song)電超過150億千(qian)瓦時,有力(li)保障(zhang)(zhang)了湖北等地(di)(di)抗疫(yi)用能(neng)。今年夏季,德寶直(zhi)流和渝鄂背(bei)靠背(bei)直(zhi)流向川渝地(di)(di)區反(fan)送(song)約800萬千(qian)瓦電力(li),為緩解四川用電緊張局(ju)面發(fa)揮了重要作用。
加快建設中國能源互聯網將帶來拉動經濟、保護環境等多重效益,是一舉多得的戰略舉措
發揮我國(guo)(guo)特高壓、智能(neng)電網、清潔能(neng)源(yuan)(yuan)等領(ling)域(yu)優勢,加快建設中國(guo)(guo)能(neng)源(yuan)(yuan)互聯網,不僅(jin)能(neng)夠推動我國(guo)(guo)能(neng)源(yuan)(yuan)平穩(wen)轉(zhuan)型,提升能(neng)源(yuan)(yuan)安全韌性,還(huan)將創造經濟、社會、環(huan)境(jing)等領(ling)域(yu)巨(ju)大(da)綜合效益。
拉動經(jing)濟(ji)增(zeng)(zeng)(zeng)長。能(neng)源(yuan)互聯(lian)網(wang)是資(zi)(zi)金密集型(xing)產業,投(tou)(tou)資(zi)(zi)規模大、覆蓋(gai)面(mian)廣、帶(dai)動力強(qiang)。在外部(bu)環境不確定性增(zeng)(zeng)(zeng)加(jia)、經(jing)濟(ji)下行(xing)壓力增(zeng)(zeng)(zeng)大的形勢(shi)(shi)下,加(jia)快中國能(neng)源(yuan)互聯(lian)網(wang)建設,能(neng)夠帶(dai)動可持(chi)續的有(you)效(xiao)投(tou)(tou)資(zi)(zi)、引領(ling)產業發(fa)(fa)(fa)展(zhan)、創造更多就業,為促進(jin)經(jing)濟(ji)增(zeng)(zeng)(zeng)長發(fa)(fa)(fa)揮“火車(che)頭”作用。據估算,“十四五”期間中國能(neng)源(yuan)互聯(lian)網(wang)投(tou)(tou)資(zi)(zi)可達7-8萬億元,增(zeng)(zeng)(zeng)加(jia)就業崗位超(chao)過(guo)900萬個,穩投(tou)(tou)資(zi)(zi)、保就業效(xiao)益顯著;到(dao)2060年,累計投(tou)(tou)資(zi)(zi)約為120萬億元,拉動全社會投(tou)(tou)資(zi)(zi)超(chao)過(guo)400萬億元,對GDP增(zeng)(zeng)(zeng)長貢獻率超(chao)過(guo)2%,為經(jing)濟(ji)持(chi)續增(zeng)(zeng)(zeng)長注入強(qiang)勁動能(neng)。同時(shi),構建中國能(neng)源(yuan)互聯(lian)網(wang)將加(jia)快西(xi)(xi)部(bu)、北部(bu)清潔能(neng)源(yuan)大規模開發(fa)(fa)(fa)外送,變資(zi)(zi)源(yuan)優勢(shi)(shi)為經(jing)濟(ji)優勢(shi)(shi),有(you)力帶(dai)動西(xi)(xi)部(bu)大開發(fa)(fa)(fa)和東北全面(mian)振興(xing)。初步估算,到(dao)2060年,我(wo)國西(xi)(xi)電東送、北電南供規模將超(chao)過(guo)6億千(qian)瓦,每年可為送端(duan)地區創收超(chao)6000億元,有(you)力促進(jin)區域協調發(fa)(fa)(fa)展(zhan)。
改善生態環境(jing)。構建(jian)中國(guo)(guo)(guo)能(neng)(neng)源(yuan)(yuan)互聯網,加快(kuai)實(shi)(shi)(shi)施(shi)清潔(jie)替代(dai)和電能(neng)(neng)替代(dai),將(jiang)推動實(shi)(shi)(shi)現(xian)“雙主(zhu)(zhu)導(dao)、雙脫(tuo)鉤”(能(neng)(neng)源(yuan)(yuan)生產清潔(jie)主(zhu)(zhu)導(dao)、能(neng)(neng)源(yuan)(yuan)消費(fei)電能(neng)(neng)主(zhu)(zhu)導(dao),能(neng)(neng)源(yuan)(yuan)系(xi)統(tong)與碳(tan)脫(tuo)鉤、經(jing)濟發展(zhan)與碳(tan)排(pai)放(fang)脫(tuo)鉤),不僅能(neng)(neng)根本(ben)解決(jue)發展(zhan)與減(jian)(jian)排(pai)的(de)矛盾(dun),以較低(di)成(cheng)本(ben)、較小代(dai)價、更快(kuai)速度實(shi)(shi)(shi)現(xian)碳(tan)減(jian)(jian)排(pai)目標(biao),還能(neng)(neng)從源(yuan)(yuan)頭減(jian)(jian)少(shao)化(hua)石(shi)能(neng)(neng)源(yuan)(yuan)生產、運(yun)輸和使用(yong)帶來(lai)的(de)污(wu)染(ran)物(wu)排(pai)放(fang),促(cu)進美麗中國(guo)(guo)(guo)建(jian)設。預計到2060年(nian),我國(guo)(guo)(guo)將(jiang)實(shi)(shi)(shi)現(xian)二氧化(hua)碳(tan)凈零排(pai)放(fang),每年(nian)減(jian)(jian)排(pai)二氧化(hua)硫(liu)、氮氧化(hua)物(wu)、細顆粒等污(wu)染(ran)物(wu)約(yue)3500萬噸(dun),空氣(qi)污(wu)染(ran)物(wu)濃度較2015年(nian)減(jian)(jian)少(shao)80%以上,實(shi)(shi)(shi)現(xian)能(neng)(neng)源(yuan)(yuan)與環境(jing)協(xie)調發展(zhan)。
提(ti)升核心競爭力(li)。能(neng)(neng)(neng)源(yuan)(yuan)互(hu)聯(lian)網是(shi)技術密集(ji)(ji)和清潔(jie)綠色(se)產業(ye),建(jian)設中(zhong)國(guo)(guo)能(neng)(neng)(neng)源(yuan)(yuan)互(hu)聯(lian)網,能(neng)(neng)(neng)夠促進以(yi)化(hua)石能(neng)(neng)(neng)源(yuan)(yuan)為主體(ti)的傳統產業(ye)集(ji)(ji)群向以(yi)清潔(jie)電力(li)為主導的智能(neng)(neng)(neng)化(hua)綠色(se)產業(ye)集(ji)(ji)群轉型(xing)升級(ji),有力(li)帶動新(xin)能(neng)(neng)(neng)源(yuan)(yuan)、新(xin)材料、特高壓、電動汽車、5G、大(da)數據(ju)、人工智能(neng)(neng)(neng)等前(qian)沿(yan)技術創(chuang)新(xin)突破,培育清潔(jie)替(ti)代、電能(neng)(neng)(neng)替(ti)代、能(neng)(neng)(neng)源(yuan)(yuan)互(hu)聯(lian)、儲能(neng)(neng)(neng)、碳捕集(ji)(ji)與封存等一大(da)批戰略新(xin)興(xing)產業(ye),占據(ju)新(xin)一輪(lun)科技革命(ming)制高點(dian),極大(da)提(ti)升我國(guo)(guo)綜合國(guo)(guo)力(li)。同時,加(jia)快(kuai)中(zhong)國(guo)(guo)能(neng)(neng)(neng)源(yuan)(yuan)互(hu)聯(lian)網建(jian)設,促進能(neng)(neng)(neng)源(yuan)(yuan)、交(jiao)通、信息三網融合發展,將打(da)造集(ji)(ji)成共享(xiang)、高效協同的新(xin)型(xing)基(ji)礎(chu)設施網絡,為經濟社會發展提(ti)供(gong)新(xin)引擎(qing)、注入(ru)新(xin)動能(neng)(neng)(neng)。
當前,我(wo)(wo)(wo)國(guo)正(zheng)在(zai)加快推進經(jing)濟社(she)(she)會高質量發(fa)(fa)展,立足(zu)基本國(guo)情(qing)和能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)轉型(xing)(xing)要求,以中國(guo)能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)互聯網為載(zai)體,遵循(xun)“先立后破”原則,加快清潔能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)開(kai)發(fa)(fa)利用,穩步推進化石能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)轉型(xing)(xing),構建以我(wo)(wo)(wo)為主、清潔低碳、安(an)全高效的現代(dai)能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)體系,將統籌發(fa)(fa)展與安(an)全、轉型(xing)(xing)與保(bao)供,全面提升我(wo)(wo)(wo)國(guo)能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)安(an)全韌性(xing)和可持續(xu)發(fa)(fa)展能(neng)(neng)力,牢牢掌握能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)安(an)全自主權(quan),護航全面建設社(she)(she)會主義現代(dai)化國(guo)家新(xin)征程。