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國家能源局:上半年可再生能源裝機規模實現新突破
發布者:walt | 來源:中國工業新聞網 | 0評論 | 14258查看 | 2023-08-02 11:26:41    

2023年(nian)以來,我國(guo)能(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)行(xing)業切實(shi)落實(shi)黨中央、國(guo)務院(yuan)關(guan)(guan)于能(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)保供穩價等(deng)決策部署,著力(li)推(tui)動(dong)相關(guan)(guan)政策措(cuo)施落地(di)見效。7月31日,國(guo)家能(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)局(ju)召(zhao)開三季(ji)度例行(xing)新(xin)(xin)(xin)聞發布會。國(guo)家能(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)局(ju)發展規劃司副司長董萬(wan)成介紹(shao),上半(ban)年(nian),我國(guo)能(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)供給保障能(neng)力(li)穩步提升,能(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)綠色低碳(tan)轉型(xing)加快推(tui)進,全國(guo)能(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)供需(xu)總體平穩有序(xu)。“上半(ban)年(nian),國(guo)家能(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)局(ju)積極推(tui)動(dong)能(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)科技(ji)創新(xin)(xin)(xin)攻關(guan)(guan)和關(guan)(guan)鍵核心技(ji)術推(tui)廣應(ying)用,發布新(xin)(xin)(xin)型(xing)儲(chu)能(neng)試點示(shi)范(fan)工作規則,促進新(xin)(xin)(xin)型(xing)儲(chu)能(neng)多元化(hua)、產業化(hua)、市場化(hua)發展。”董萬(wan)成表示(shi)。


國家(jia)能(neng)源(yuan)局新能(neng)源(yuan)和(he)可(ke)再生能(neng)源(yuan)司(si)副司(si)長王(wang)大鵬介紹說,上半年,國家(jia)能(neng)源(yuan)局錨定碳達峰(feng)碳中和(he)目標,統籌能(neng)源(yuan)安全供應和(he)綠色低(di)碳發(fa)展,持(chi)續推進大型風電(dian)光伏基(ji)地、重大水電(dian)項目和(he)抽(chou)水蓄能(neng)建設,可(ke)再生能(neng)源(yuan)發(fa)展實(shi)現了新突破。


一是全(quan)國可再生(sheng)能源新(xin)增(zeng)(zeng)裝(zhuang)機(ji)(ji)(ji)1.09億(yi)(yi)千(qian)瓦(wa)(wa)(wa),同(tong)比增(zeng)(zeng)長(chang)98.3%,占新(xin)增(zeng)(zeng)裝(zhuang)機(ji)(ji)(ji)的77%。其中(zhong),常規水(shui)(shui)電(dian)(dian)(dian)新(xin)增(zeng)(zeng)并(bing)網(wang)206萬(wan)(wan)千(qian)瓦(wa)(wa)(wa),抽水(shui)(shui)蓄能330萬(wan)(wan)千(qian)瓦(wa)(wa)(wa),風電(dian)(dian)(dian)新(xin)增(zeng)(zeng)并(bing)網(wang)2299萬(wan)(wan)千(qian)瓦(wa)(wa)(wa),光(guang)伏發(fa)電(dian)(dian)(dian)新(xin)增(zeng)(zeng)并(bing)網(wang)7842萬(wan)(wan)千(qian)瓦(wa)(wa)(wa),生(sheng)物質(zhi)(zhi)發(fa)電(dian)(dian)(dian)新(xin)增(zeng)(zeng)并(bing)網(wang)176萬(wan)(wan)千(qian)瓦(wa)(wa)(wa)。二(er)是全(quan)國可再生(sheng)能源裝(zhuang)機(ji)(ji)(ji)突(tu)破13億(yi)(yi)千(qian)瓦(wa)(wa)(wa),達到13.22億(yi)(yi)千(qian)瓦(wa)(wa)(wa),同(tong)比增(zeng)(zeng)長(chang)18.2%,歷史性超過(guo)煤電(dian)(dian)(dian),約占我(wo)國總裝(zhuang)機(ji)(ji)(ji)的48.8%。其中(zhong),水(shui)(shui)電(dian)(dian)(dian)裝(zhuang)機(ji)(ji)(ji)4.18億(yi)(yi)千(qian)瓦(wa)(wa)(wa),風電(dian)(dian)(dian)裝(zhuang)機(ji)(ji)(ji)3.89億(yi)(yi)千(qian)瓦(wa)(wa)(wa),光(guang)伏發(fa)電(dian)(dian)(dian)裝(zhuang)機(ji)(ji)(ji)4.7億(yi)(yi)千(qian)瓦(wa)(wa)(wa),生(sheng)物質(zhi)(zhi)發(fa)電(dian)(dian)(dian)裝(zhuang)機(ji)(ji)(ji)0.43億(yi)(yi)千(qian)瓦(wa)(wa)(wa)。


市場化交易電量規模延續穩步增長態勢


上半(ban)年(nian),全國(guo)能源(yuan)重點(dian)項目完成(cheng)投(tou)資(zi)額超過1萬(wan)億(yi)元,同(tong)(tong)比(bi)增(zeng)長(chang)(chang)(chang)23.9%,有(you)效(xiao)發(fa)揮了穩投(tou)資(zi)、促增(zeng)長(chang)(chang)(chang)的(de)作用,也為(wei)經濟社會高(gao)質量發(fa)展注入(ru)動能和活力,總體上能源(yuan)投(tou)資(zi)建設具體有(you)以(yi)下幾個特點(dian)。一是(shi)全國(guo)能源(yuan)投(tou)資(zi)保持(chi)較(jiao)快增(zeng)長(chang)(chang)(chang)態(tai)勢。二是(shi)新能源(yuan)投(tou)資(zi)快速增(zeng)長(chang)(chang)(chang)。三(san)是(shi)能源(yuan)網(wang)絡(luo)基礎(chu)設施投(tou)資(zi)較(jiao)快增(zeng)長(chang)(chang)(chang)。四(si)是(shi)新業(ye)態(tai)投(tou)資(zi)持(chi)續擴大。董(dong)萬(wan)成(cheng)認(ren)為(wei),上半(ban)年(nian),我國(guo)能源(yuan)市場主(zhu)要呈現以(yi)下四(si)個特點(dian):一是(shi)能源(yuan)消費持(chi)續增(zeng)長(chang)(chang)(chang)。上半(ban)年(nian),全社會用電量累計(ji)4.3萬(wan)億(yi)千(qian)瓦(wa)時(shi),同(tong)(tong)比(bi)增(zeng)長(chang)(chang)(chang)5.0%。前六個月,第一、二、三(san)產業(ye)用電量同(tong)(tong)比(bi)分別增(zeng)長(chang)(chang)(chang)12.1%、4.4%、9.9%。工業(ye)用能整(zheng)體延續增(zeng)長(chang)(chang)(chang)態(tai)勢。煤炭、天然氣消費量平穩增(zeng)長(chang)(chang)(chang),成(cheng)品油消費量較(jiao)快增(zeng)長(chang)(chang)(chang)。


二是能(neng)源(yuan)生產供應平穩有序。上(shang)半年,我國原煤、原油、天然(ran)氣(qi)產量穩步提高,同(tong)(tong)比分(fen)別增長(chang)(chang)4.4%、2.1%、5.4%。全(quan)國發電裝機規模達到27.1億千瓦(wa),同(tong)(tong)比增長(chang)(chang)10.8%。全(quan)國能(neng)源(yuan)重點項目完成(cheng)投(tou)資(zi)額超過1萬億元,同(tong)(tong)比增長(chang)(chang)23.9%。國際煤炭、原油、天然(ran)氣(qi)價(jia)格明顯(xian)回落,降(jiang)幅3-5成(cheng)左(zuo)右,我國能(neng)源(yuan)進口較快增長(chang)(chang)。


三(san)是迎峰度(du)夏能(neng)源保供基(ji)礎進(jin)(jin)(jin)一(yi)步夯實。煤炭、煤電兜底保障能(neng)力(li)持(chi)續(xu)增強,支撐性保障性電源并網加快推(tui)進(jin)(jin)(jin)。電煤中長期合同(tong)履約率保持(chi)較高水平,電煤供應(ying)平穩有(you)序。電廠存煤保持(chi)歷(li)史高位,有(you)力(li)滿足(zu)高峰時段用煤需(xu)求。跨省跨區通道輸電能(neng)力(li)進(jin)(jin)(jin)一(yi)步提升,電力(li)互濟能(neng)力(li)持(chi)續(xu)增強。各類電源調(diao)峰潛力(li)充分挖掘,新型儲(chu)能(neng)裝機規模快速增長,電力(li)調(diao)節能(neng)力(li)逐步提升。


四是能(neng)源綠色低碳(tan)轉型(xing)(xing)加(jia)快(kuai)(kuai)推進。上半年,我國(guo)可(ke)再(zai)生能(neng)源繼續保(bao)持良好(hao)發展勢頭,非化石(shi)能(neng)源裝(zhuang)(zhuang)(zhuang)機達到13.8億千(qian)瓦。新(xin)(xin)型(xing)(xing)儲能(neng)裝(zhuang)(zhuang)(zhuang)機規模(mo)持續快(kuai)(kuai)速增(zeng)長(chang),新(xin)(xin)增(zeng)裝(zhuang)(zhuang)(zhuang)機規模(mo)相當(dang)于此前歷(li)年裝(zhuang)(zhuang)(zhuang)機規模(mo)總(zong)和(he)。發布《新(xin)(xin)型(xing)(xing)電力系(xi)(xi)統(tong)藍皮(pi)書》,首次明確提出(chu)建設新(xin)(xin)型(xing)(xing)電力系(xi)(xi)統(tong)的總(zong)體架(jia)構和(he)重點任務,加(jia)快(kuai)(kuai)構建新(xin)(xin)型(xing)(xing)電力系(xi)(xi)統(tong)。


上半年,國家能源(yuan)局(ju)(ju)按照黨中央、國務院關于加快(kuai)建(jian)(jian)設全(quan)(quan)國統(tong)(tong)一(yi)大(da)市場(chang)(chang)有關工作部(bu)署,持續推動全(quan)(quan)國統(tong)(tong)一(yi)電力(li)市場(chang)(chang)體(ti)系建(jian)(jian)設,市場(chang)(chang)化交(jiao)易電量規(gui)模延續穩步(bu)增長態勢。國家能源(yuan)局(ju)(ju)市場(chang)(chang)監管(guan)司副司長劉剛表示,下一(yi)步(bu),國家能源(yuan)局(ju)(ju)將繼(ji)續以加快(kuai)建(jian)(jian)設全(quan)(quan)國統(tong)(tong)一(yi)電力(li)市場(chang)(chang)體(ti)系為(wei)目標,重點做好以下三(san)個方(fang)面工作。


一(yi)是組(zu)織(zhi)研究(jiu)全國統一(yi)電(dian)(dian)(dian)(dian)(dian)力(li)(li)市(shi)場(chang)(chang)發展規(gui)(gui)劃,梳理(li)電(dian)(dian)(dian)(dian)(dian)力(li)(li)中長期、電(dian)(dian)(dian)(dian)(dian)力(li)(li)輔助服(fu)務(wu)、現貨市(shi)場(chang)(chang)運行(xing)情況(kuang)及存在的(de)主(zhu)要問(wen)題,研究(jiu)制定貫(guan)徹落實加快建(jian)設全國統一(yi)電(dian)(dian)(dian)(dian)(dian)力(li)(li)市(shi)場(chang)(chang)體系的(de)工作舉措;二是修訂《電(dian)(dian)(dian)(dian)(dian)力(li)(li)市(shi)場(chang)(chang)運行(xing)基本規(gui)(gui)則(ze)》,組(zu)織(zhi)起草相關配(pei)套規(gui)(gui)則(ze),構建(jian)全國統一(yi)電(dian)(dian)(dian)(dian)(dian)力(li)(li)市(shi)場(chang)(chang)“1+N”規(gui)(gui)則(ze)體系,促(cu)進(jin)全國電(dian)(dian)(dian)(dian)(dian)力(li)(li)市(shi)場(chang)(chang)規(gui)(gui)則(ze)在準(zhun)入注冊、交(jiao)易組(zu)織(zhi)、信息(xi)披露、計(ji)量結(jie)算、監管措施等方(fang)面全面規(gui)(gui)范統一(yi);三是深化完(wan)善南方(fang)區域電(dian)(dian)(dian)(dian)(dian)力(li)(li)市(shi)場(chang)(chang)機制,加快推進(jin)長三角、京津冀(ji)等區域電(dian)(dian)(dian)(dian)(dian)力(li)(li)市(shi)場(chang)(chang)建(jian)設,進(jin)一(yi)步強化區域內省(sheng)間互濟協同保障能力(li)(li),促(cu)進(jin)資源大范圍(wei)優(you)化配(pei)置。


全國新型儲能裝機規模持續快速增長


2023年(nian),隨著可再生能(neng)(neng)源(yuan)裝(zhuang)機(ji)規(gui)模快速(su)增(zeng)長(chang),電(dian)力系(xi)統對各類調(diao)節性資(zi)源(yuan)需求迅速(su)增(zeng)長(chang),新(xin)(xin)型(xing)(xing)儲能(neng)(neng)項目(mu)加(jia)速(su)落(luo)地,裝(zhuang)機(ji)規(gui)模持(chi)(chi)續快速(su)提升(sheng)。國(guo)家能(neng)(neng)源(yuan)局(ju)能(neng)(neng)源(yuan)節約(yue)與科(ke)技裝(zhuang)備司副司長(chang)劉亞芳介紹,截至6月(yue)底,全國(guo)已(yi)建(jian)成投(tou)運新(xin)(xin)型(xing)(xing)儲能(neng)(neng)項目(mu)累計(ji)裝(zhuang)機(ji)規(gui)模超過1733萬(wan)(wan)千(qian)(qian)瓦(wa)(wa)/3580萬(wan)(wan)千(qian)(qian)瓦(wa)(wa)時,平均儲能(neng)(neng)時長(chang)2.1小時。1-6月(yue),新(xin)(xin)投(tou)運裝(zhuang)機(ji)規(gui)模約(yue)863萬(wan)(wan)千(qian)(qian)瓦(wa)(wa)/1772萬(wan)(wan)千(qian)(qian)瓦(wa)(wa)時,相當于此(ci)前歷年(nian)累計(ji)裝(zhuang)機(ji)規(gui)模總和。從投(tou)資(zi)規(gui)模來看,按(an)當前市(shi)場價格測算,新(xin)(xin)投(tou)運新(xin)(xin)型(xing)(xing)儲能(neng)(neng)拉動(dong)直接投(tou)資(zi)超過300億(yi)元人(ren)民(min)幣。一是技術路線方面保持(chi)(chi)多元化發(fa)展(zhan)趨(qu)勢。二(er)是部分省(sheng)區布(bu)局(ju)裝(zhuang)機(ji)規(gui)模突破百萬(wan)(wan)千(qian)(qian)瓦(wa)(wa)。三是加(jia)強行業規(gui)范,注重科(ke)學規(gui)劃和有效調(diao)用。


劉亞芳(fang)分(fen)析,上半年,全國新型(xing)儲能(neng)(neng)裝機(ji)規模持(chi)續(xu)快(kuai)速(su)(su)增長,主要有(you)以下四個方面原因。一是貫徹(che)碳(tan)達峰(feng)碳(tan)中和(he)目標,加(jia)快(kuai)建(jian)設高比例可再生(sheng)能(neng)(neng)源(yuan)新型(xing)電(dian)(dian)(dian)力(li)(li)系統(tong)為儲能(neng)(neng)快(kuai)速(su)(su)發(fa)(fa)展創(chuang)造了良(liang)好機(ji)遇。風電(dian)(dian)(dian)、光伏(fu)發(fa)(fa)電(dian)(dian)(dian)建(jian)設規模持(chi)續(xu)快(kuai)速(su)(su)擴大,風光發(fa)(fa)電(dian)(dian)(dian)的(de)間歇(xie)性、隨機(ji)性、波動(dong)性,給現有(you)電(dian)(dian)(dian)力(li)(li)系統(tong)安(an)全穩定運行帶來(lai)的(de)挑戰(zhan)迅(xun)速(su)(su)增大,要在保障電(dian)(dian)(dian)力(li)(li)安(an)全的(de)前提下,接受、消納占比迅(xun)速(su)(su)提高的(de)風光發(fa)(fa)電(dian)(dian)(dian)電(dian)(dian)(dian)力(li)(li)電(dian)(dian)(dian)量,亟需大力(li)(li)發(fa)(fa)展各類儲能(neng)(neng)以彌補(bu)電(dian)(dian)(dian)力(li)(li)系統(tong)靈活(huo)性調(diao)節能(neng)(neng)力(li)(li)缺口(kou)。


二(er)是支(zhi)撐技(ji)術產業發展的(de)頂層設計不斷(duan)完善,為新(xin)型儲能(neng)快(kuai)速(su)發展奠定了(le)政策(ce)基礎。近年(nian)來(lai),國家(jia)出臺了(le)《關(guan)于加快(kuai)推動新(xin)型儲能(neng)發展的(de)指(zhi)導意(yi)見(jian)》《新(xin)型儲能(neng)項目管理(li)規(gui)范(fan)(fan)(暫(zan)行(xing))》《“十(shi)四五”新(xin)型儲能(neng)發展實施方(fang)案》,以及進(jin)一(yi)步推動新(xin)型儲能(neng)參與電(dian)力市(shi)(shi)場(chang)、科學(xue)優先(xian)調(diao)用和加強儲能(neng)標準(zhun)化工作的(de)一(yi)系列政策(ce)文件,始終堅持市(shi)(shi)場(chang)主導、政策(ce)驅動,強調(diao)統籌規(gui)劃、多元發展,鼓勵創新(xin)示范(fan)(fan)、先(xian)行(xing)先(xian)試。隨著政策(ce)體系逐步完善和市(shi)(shi)場(chang)環(huan)境不斷(duan)優化,多種示范(fan)(fan)引領帶(dai)動效果凸(tu)顯,新(xin)型儲能(neng)發展進(jin)入了(le)快(kuai)車道(dao)。


三(san)是新(xin)(xin)型儲(chu)(chu)能(neng)特(te)性與(yu)傳(chuan)統(tong)的(de)(de)(de)儲(chu)(chu)能(neng)技(ji)術形成(cheng)優勢(shi)互補,得(de)到了更廣(guang)泛的(de)(de)(de)認可,使(shi)新(xin)(xin)型電(dian)(dian)力(li)系統(tong)構建有更多的(de)(de)(de)選擇。較之于(yu)傳(chuan)統(tong)的(de)(de)(de)抽水蓄能(neng),新(xin)(xin)型儲(chu)(chu)能(neng)選址靈活(huo)便捷、建設周期短(duan)、響應快速靈活(huo)、功(gong)能(neng)特(te)性和(he)應用場(chang)景(jing)多元,方便在不同(tong)的(de)(de)(de)場(chang)景(jing)中(zhong)解決新(xin)(xin)能(neng)源接入電(dian)(dian)力(li)系統(tong)時帶來的(de)(de)(de)隨(sui)機性、波(bo)動(dong)性與(yu)間歇(xie)性等問題(ti)。


四(si)是有關企業、高校、機(ji)構和各地(di)(di)政府(fu)(fu)發展(zhan)(zhan)(zhan)(zhan)新(xin)型(xing)儲(chu)能技術、產(chan)業和工程應用的積極性空(kong)前高漲,為新(xin)型(xing)儲(chu)能快速發展(zhan)(zhan)(zhan)(zhan)注入(ru)了(le)活力。許多地(di)(di)方政府(fu)(fu)建(jian)立各部門單位協調工作機(ji)制,促進(jin)新(xin)型(xing)儲(chu)能產(chan)學(xue)研用聯動,制定專(zhuan)項規劃(hua)或者在(zai)相關能源規劃(hua)中明確(que)新(xin)型(xing)儲(chu)能發展(zhan)(zhan)(zhan)(zhan)目標,通過開展(zhan)(zhan)(zhan)(zhan)省級試點示范、制定補貼(tie)政策(ce)等方式大力推(tui)動新(xin)型(xing)儲(chu)能發展(zhan)(zhan)(zhan)(zhan),能源企業、社(she)會資本等各種投資主體對(dui)于新(xin)型(xing)儲(chu)能的投資熱情(qing)高漲,加(jia)快了(le)新(xin)型(xing)儲(chu)能項目建(jian)設和落地(di)(di)進(jin)度。

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