一、前三季度全國電力供需狀況
(一)全社會用電量快速增長
前三季(ji)度(du)(du),全國全社會用電量5.11萬億千瓦時、同(tong)比(bi)增長8.9%,增速(su)同(tong)比(bi)提(ti)高2.0個百(bai)分點。其(qi)中,一、二、三季(ji)度(du)(du)分別增長9.8%、9.0%和8.0%,增速(su)連續9個季(ji)度(du)(du)保持在5.5%-10%的增長區間。
前三(san)季(ji)度,全(quan)(quan)(quan)社會(hui)(hui)(hui)(hui)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)保(bao)持快速(su)(su)(su)增(zeng)(zeng)長的(de)主(zhu)(zhu)要(yao)原(yuan)因(yin):一是宏(hong)觀經濟運行(xing)總體平(ping)穩(wen)、穩(wen)中有進,工(gong)業(ye)(ye)生產總體平(ping)穩(wen),企業(ye)(ye)效益改善,為(wei)(wei)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)增(zeng)(zeng)長提供了最(zui)主(zhu)(zhu)要(yao)支撐。尤其在高技(ji)術(shu)及裝備制造(zao)業(ye)(ye)用(yong)(yong)(yong)電(dian)(dian)快速(su)(su)(su)增(zeng)(zeng)長、高載(zai)能行(xing)業(ye)(ye)增(zeng)(zeng)速(su)(su)(su)逐季(ji)上(shang)升、消(xiao)(xiao)(xiao)費品(pin)制造(zao)業(ye)(ye)平(ping)穩(wen)較(jiao)(jiao)(jiao)快增(zeng)(zeng)長的(de)支撐下,第二產業(ye)(ye)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)實(shi)現較(jiao)(jiao)(jiao)快增(zeng)(zeng)長,對(dui)(dui)全(quan)(quan)(quan)社會(hui)(hui)(hui)(hui)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)增(zeng)(zeng)長的(de)貢獻率達到(dao)56.6%,成為(wei)(wei)拉動(dong)(dong)(dong)全(quan)(quan)(quan)社會(hui)(hui)(hui)(hui)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)增(zeng)(zeng)長的(de)最(zui)主(zhu)(zhu)要(yao)動(dong)(dong)(dong)力(li)。二是服(fu)務業(ye)(ye)保(bao)持較(jiao)(jiao)(jiao)快增(zeng)(zeng)長。新技(ji)術(shu)新產業(ye)(ye)新業(ye)(ye)態(tai)新模式等(deng)新動(dong)(dong)(dong)能不斷壯大,市場活力(li)持續(xu)迸發(fa),以(yi)及國內消(xiao)(xiao)(xiao)費保(bao)持平(ping)穩(wen)較(jiao)(jiao)(jiao)快增(zeng)(zeng)長,拉動(dong)(dong)(dong)服(fu)務業(ye)(ye)用(yong)(yong)(yong)電(dian)(dian)保(bao)持快速(su)(su)(su)增(zeng)(zeng)長勢(shi)頭(tou),第三(san)產業(ye)(ye)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)增(zeng)(zeng)長對(dui)(dui)全(quan)(quan)(quan)社會(hui)(hui)(hui)(hui)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)增(zeng)(zeng)長的(de)貢獻率為(wei)(wei)23.6%。三(san)是天氣(qi)因(yin)素以(yi)及居(ju)民(min)消(xiao)(xiao)(xiao)費升級共同拉動(dong)(dong)(dong)影響。隨著國家城鎮化率和(he)居(ju)民(min)生活電(dian)(dian)氣(qi)化水(shui)平(ping)持續(xu)提高,天氣(qi)因(yin)素對(dui)(dui)用(yong)(yong)(yong)電(dian)(dian)負(fu)荷和(he)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)的(de)影響愈(yu)發(fa)明顯(xian),年初的(de)寒潮和(he)今(jin)夏“高溫時(shi)間長、范圍廣(guang)、強度強”的(de)氣(qi)候特征(zheng)帶(dai)動(dong)(dong)(dong)城鄉居(ju)民(min)生活用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)快速(su)(su)(su)增(zeng)(zeng)長,城鄉居(ju)民(min)生活用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)增(zeng)(zeng)長對(dui)(dui)全(quan)(quan)(quan)社會(hui)(hui)(hui)(hui)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)增(zeng)(zeng)長的(de)貢獻率為(wei)(wei)18.7%。
電力消費主要特點有:
一是第(di)二(er)(er)產(chan)業(ye)(ye)及(ji)(ji)其(qi)(qi)(qi)制造(zao)業(ye)(ye)用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)平(ping)穩(wen)較快(kuai)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang),高(gao)(gao)技術及(ji)(ji)裝(zhuang)備制造(zao)業(ye)(ye)用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)尤為明顯。第(di)二(er)(er)產(chan)業(ye)(ye)用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)3.47萬億千瓦時、同比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)7.3%,增(zeng)(zeng)(zeng)(zeng)(zeng)速同比(bi)提高(gao)(gao)1.3個(ge)(ge)百分(fen)點(dian);制造(zao)業(ye)(ye)用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)2.57萬億千瓦時、同比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)7.5%,增(zeng)(zeng)(zeng)(zeng)(zeng)速同比(bi)提高(gao)(gao)1.1個(ge)(ge)百分(fen)點(dian)。從幾大類行業(ye)(ye)來(lai)看,高(gao)(gao)技術及(ji)(ji)裝(zhuang)備制造(zao)業(ye)(ye)用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)快(kuai)速增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang),其(qi)(qi)(qi)中,計算機/通信和(he)(he)(he)其(qi)(qi)(qi)他電(dian)(dian)(dian)(dian)子設備制造(zao)業(ye)(ye)、金(jin)屬(shu)(shu)制品(pin)(pin)業(ye)(ye)、汽車制造(zao)業(ye)(ye)、通用(yong)(yong)(yong)(yong)設備制造(zao)業(ye)(ye)4個(ge)(ge)行業(ye)(ye)用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)增(zeng)(zeng)(zeng)(zeng)(zeng)速超過10%,醫(yi)藥制造(zao)業(ye)(ye)、電(dian)(dian)(dian)(dian)氣機械和(he)(he)(he)器材制造(zao)業(ye)(ye)用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)增(zeng)(zeng)(zeng)(zeng)(zeng)速超過8%。消費品(pin)(pin)制造(zao)業(ye)(ye)用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)較快(kuai)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang),其(qi)(qi)(qi)中,家具制造(zao)業(ye)(ye)、酒/飲料(liao)及(ji)(ji)精制茶制造(zao)業(ye)(ye)、紡織服(fu)裝(zhuang)/服(fu)飾業(ye)(ye)、皮(pi)革/毛(mao)皮(pi)/羽毛(mao)及(ji)(ji)其(qi)(qi)(qi)制品(pin)(pin)和(he)(he)(he)制鞋業(ye)(ye)、文(wen)教/工(gong)(gong)美/體育和(he)(he)(he)娛樂用(yong)(yong)(yong)(yong)品(pin)(pin)制造(zao)業(ye)(ye)用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)同比(bi)分(fen)別(bie)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)10.9%、9.2%、9.1%、8.0%和(he)(he)(he)7.5%。四(si)大高(gao)(gao)載能行業(ye)(ye)用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)增(zeng)(zeng)(zeng)(zeng)(zeng)速低于(yu)制造(zao)業(ye)(ye)平(ping)均水(shui)平(ping),但(dan)增(zeng)(zeng)(zeng)(zeng)(zeng)速逐季提高(gao)(gao),化學原料(liao)和(he)(he)(he)化學制品(pin)(pin)制造(zao)業(ye)(ye)、非金(jin)屬(shu)(shu)礦物制品(pin)(pin)業(ye)(ye)、黑色金(jin)屬(shu)(shu)冶煉和(he)(he)(he)壓延加工(gong)(gong)業(ye)(ye)、有(you)色金(jin)屬(shu)(shu)冶煉和(he)(he)(he)壓延加工(gong)(gong)業(ye)(ye)四(si)大高(gao)(gao)載能行業(ye)(ye)合計用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)量(liang)(liang)(liang)同比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)5.8%,增(zeng)(zeng)(zeng)(zeng)(zeng)速同比(bi)提高(gao)(gao)0.9個(ge)(ge)百分(fen)點(dian),各(ge)(ge)季度增(zeng)(zeng)(zeng)(zeng)(zeng)速分(fen)別(bie)為4.8%、5.3%和(he)(he)(he)7.3%。8月份(fen)(fen)以來(lai)各(ge)(ge)地及(ji)(ji)相關部門積極貫(guan)徹落實國家提出的“穩(wen)投資”等要求,8、9月份(fen)(fen)四(si)大高(gao)(gao)載能行業(ye)(ye)用(yong)(yong)(yong)(yong)電(dian)(dian)(dian)(dian)增(zeng)(zeng)(zeng)(zeng)(zeng)速分(fen)別(bie)為7.4%和(he)(he)(he)9.4%,比(bi)上(shang)半年有(you)較為明顯的上(shang)升。
二是第三(san)產業(ye)用(yong)(yong)電(dian)(dian)(dian)量繼(ji)續(xu)快速增長(chang)(chang)。第三(san)產業(ye)用(yong)(yong)電(dian)(dian)(dian)量8259億千瓦時、同(tong)(tong)比(bi)增長(chang)(chang)13.5%,為(wei)2011年(nian)以來同(tong)(tong)期最高(gao)水平。其(qi)(qi)中(zhong):交通運輸倉儲和郵(you)政業(ye)用(yong)(yong)電(dian)(dian)(dian)量同(tong)(tong)比(bi)增長(chang)(chang)12.4%;信息傳輸/軟(ruan)件和信息技術服務(wu)業(ye)用(yong)(yong)電(dian)(dian)(dian)繼(ji)續(xu)延續(xu)近年(nian)來的(de)快速增長(chang)(chang)勢頭,同(tong)(tong)比(bi)增長(chang)(chang)24.6%,其(qi)(qi)中(zhong)互聯網(wang)和相關服務(wu)業(ye)用(yong)(yong)電(dian)(dian)(dian)量同(tong)(tong)比(bi)增長(chang)(chang)62.0%;在電(dian)(dian)(dian)動汽(qi)車(che)行(xing)業(ye)的(de)快速發(fa)展和大(da)力推廣下,充(chong)換電(dian)(dian)(dian)服務(wu)業(ye)用(yong)(yong)電(dian)(dian)(dian)量增長(chang)(chang)45.3%。
三是城(cheng)(cheng)鄉(xiang)(xiang)(xiang)居(ju)民(min)生活(huo)(huo)用(yong)電量快(kuai)速(su)增(zeng)(zeng)(zeng)長(chang),天氣因素(su)對用(yong)電拉動作用(yong)增(zeng)(zeng)(zeng)強。城(cheng)(cheng)鄉(xiang)(xiang)(xiang)居(ju)民(min)生活(huo)(huo)用(yong)電7534億千瓦時、同(tong)比(bi)增(zeng)(zeng)(zeng)長(chang)11.5%,為2011年(nian)以來同(tong)期最高值,增(zeng)(zeng)(zeng)速(su)同(tong)比(bi)提高4.0百分(fen)點。當前,在(zai)城(cheng)(cheng)鄉(xiang)(xiang)(xiang)居(ju)民(min)電氣化水平明顯提高、新一輪農網改造升(sheng)級持續推進等因素(su)的(de)(de)(de)共同(tong)作用(yong)下,天氣因素(su)對城(cheng)(cheng)鄉(xiang)(xiang)(xiang)居(ju)民(min)生活(huo)(huo)用(yong)電的(de)(de)(de)影響程度逐年(nian)提高,尤(you)其(qi)是空調的(de)(de)(de)普及、居(ju)民(min)取暖“煤改電”的(de)(de)(de)快(kuai)速(su)推廣,進一步(bu)擴(kuo)大(da)了(le)天氣因素(su)對城(cheng)(cheng)鄉(xiang)(xiang)(xiang)居(ju)民(min)生活(huo)(huo)用(yong)電的(de)(de)(de)影響。
四是區(qu)域用電量(liang)(liang)增(zeng)(zeng)速呈(cheng)現西高東(dong)(dong)(dong)低(di)的(de)特征(zheng)。全(quan)國31個省份用電量(liang)(liang)均(jun)實現正(zheng)增(zeng)(zeng)長(chang),分(fen)(fen)區(qu)域看(kan),東(dong)(dong)(dong)、中、西部和(he)東(dong)(dong)(dong)北地區(qu)全(quan)社會用電量(liang)(liang)同比分(fen)(fen)別(bie)增(zeng)(zeng)長(chang)7.1%、10.1%、11.6%和(he)8.1%,東(dong)(dong)(dong)部地區(qu)在產(chan)業結構(gou)調(diao)整升級(ji)、大氣污染治理下部分(fen)(fen)工業企(qi)業限產(chan)停產(chan)、清理違法違規產(chan)能(neng)等因(yin)素影響下,四大高載(zai)能(neng)行業用電量(liang)(liang)僅增(zeng)(zeng)長(chang)2.1%,成為(wei)東(dong)(dong)(dong)部地區(qu)全(quan)社會用電量(liang)(liang)增(zeng)(zeng)速相對偏低(di)的(de)重要原因(yin);各地區(qu)分(fen)(fen)別(bie)拉動全(quan)國全(quan)社會用電量(liang)(liang)增(zeng)(zeng)長(chang)3.5、1.9、3.0和(he)0.5個百分(fen)(fen)點。從用電量(liang)(liang)占比看(kan),東(dong)(dong)(dong)、中、西部和(he)東(dong)(dong)(dong)北地區(qu)用電量(liang)(liang)占全(quan)國比重分(fen)(fen)別(bie)為(wei)48.3%、19.0%、26.9%、5.8%,同比分(fen)(fen)別(bie)下降(jiang)0.4、提高0.1、提高0.5、下降(jiang)0.2個百分(fen)(fen)點。
(二)電力清潔低碳發展趨勢明顯
截至2018年9月底(di),全(quan)國6000千(qian)瓦(wa)(wa)及(ji)以上電(dian)廠(chang)發電(dian)裝(zhuang)機(ji)容量(liang)17.6億(yi)千(qian)瓦(wa)(wa)、同(tong)比增長5.3%,增速同(tong)比回落2.2個百分點(dian)。其中,水電(dian)3.0億(yi)千(qian)瓦(wa)(wa)、火電(dian)11.2億(yi)千(qian)瓦(wa)(wa)、核電(dian)3928萬千(qian)瓦(wa)(wa)、并網風電(dian)1.8億(yi)千(qian)瓦(wa)(wa)。
電力供應主要特點有:
一(yi)是發(fa)(fa)電(dian)(dian)(dian)結(jie)(jie)構(gou)綠色化(hua)轉型(xing)持續(xu)推進,煤(mei)電(dian)(dian)(dian)裝(zhuang)機比(bi)(bi)重(zhong)繼續(xu)下(xia)降。在國家推進供(gong)給側結(jie)(jie)構(gou)性改(gai)革、推動化(hua)解煤(mei)電(dian)(dian)(dian)過剩產能等背(bei)景下(xia),電(dian)(dian)(dian)源(yuan)結(jie)(jie)構(gou)繼續(xu)優化(hua)。全國主要發(fa)(fa)電(dian)(dian)(dian)企業新(xin)增(zeng)(zeng)發(fa)(fa)電(dian)(dian)(dian)裝(zhuang)機容(rong)量(liang)8114萬千(qian)瓦(wa)(wa)、同比(bi)(bi)減少1280萬千(qian)瓦(wa)(wa)。其中(zhong),新(xin)增(zeng)(zeng)非化(hua)石能源(yuan)發(fa)(fa)電(dian)(dian)(dian)裝(zhuang)機5925萬千(qian)瓦(wa)(wa)、占新(xin)增(zeng)(zeng)總裝(zhuang)機的73.0%,為(wei)歷年高位。太陽能發(fa)(fa)電(dian)(dian)(dian)新(xin)增(zeng)(zeng)裝(zhuang)機3452萬千(qian)瓦(wa)(wa),占總新(xin)增(zeng)(zeng)裝(zhuang)機的比(bi)(bi)重(zhong)超四成,東、中(zhong)部地(di)區太陽能發(fa)(fa)電(dian)(dian)(dian)新(xin)增(zeng)(zeng)裝(zhuang)機占比(bi)(bi)為(wei)75.3%。煤(mei)電(dian)(dian)(dian)新(xin)增(zeng)(zeng)1573萬千(qian)瓦(wa)(wa)、同比(bi)(bi)減少954萬千(qian)瓦(wa)(wa),截至9月底,全國6000千(qian)瓦(wa)(wa)及以上電(dian)(dian)(dian)廠煤(mei)電(dian)(dian)(dian)裝(zhuang)機容(rong)量(liang)9.9億(yi)千(qian)瓦(wa)(wa)、占總裝(zhuang)機容(rong)量(liang)比(bi)(bi)重(zhong)為(wei)56.4%,同比(bi)(bi)降低1.5個百分點。
二是水(shui)電(dian)(dian)(dian)發電(dian)(dian)(dian)量(liang)(liang)增(zeng)速(su)(su)同(tong)比(bi)(bi)提(ti)高(gao)(gao),太陽(yang)能(neng)發電(dian)(dian)(dian)等(deng)新能(neng)源發電(dian)(dian)(dian)量(liang)(liang)快(kuai)速(su)(su)增(zeng)長(chang)。全(quan)國規(gui)(gui)模(mo)(mo)以上(shang)發電(dian)(dian)(dian)量(liang)(liang)同(tong)比(bi)(bi)增(zeng)長(chang)7.4%。其中,今年(nian)夏季(ji)降水(shui)量(liang)(liang)偏多,前三(san)季(ji)度全(quan)國規(gui)(gui)模(mo)(mo)以上(shang)水(shui)電(dian)(dian)(dian)發電(dian)(dian)(dian)量(liang)(liang)增(zeng)速(su)(su)上(shang)升到4.4%,比(bi)(bi)上(shang)半(ban)年(nian)提(ti)高(gao)(gao)1.5個(ge)百分(fen)(fen)點,增(zeng)速(su)(su)比(bi)(bi)上(shang)年(nian)同(tong)期提(ti)高(gao)(gao)4.1個(ge)百分(fen)(fen)點;火電(dian)(dian)(dian)發電(dian)(dian)(dian)量(liang)(liang)在(zai)電(dian)(dian)(dian)力(li)消費快(kuai)速(su)(su)增(zeng)長(chang)等(deng)因素拉動下,同(tong)比(bi)(bi)增(zeng)長(chang)6.9%。全(quan)口徑并網(wang)太陽(yang)能(neng)發電(dian)(dian)(dian)、風(feng)電(dian)(dian)(dian)、核(he)電(dian)(dian)(dian)發電(dian)(dian)(dian)量(liang)(liang)分(fen)(fen)別為1323、2676、2089億千瓦時,同(tong)比(bi)(bi)分(fen)(fen)別增(zeng)長(chang)56.4%、25.3%、13.9%。
三是各(ge)(ge)類(lei)型發(fa)電設(she)(she)備利(li)(li)用(yong)(yong)小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)均同(tong)(tong)(tong)比(bi)(bi)(bi)提高(gao),不合理棄(qi)風棄(qi)光問(wen)題繼續得到改(gai)善。全(quan)國發(fa)電設(she)(she)備利(li)(li)用(yong)(yong)小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)為(wei)2905小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)、同(tong)(tong)(tong)比(bi)(bi)(bi)提高(gao)94小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)。其中,水(shui)電設(she)(she)備利(li)(li)用(yong)(yong)小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)2716小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)、同(tong)(tong)(tong)比(bi)(bi)(bi)提高(gao)42小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi);火電設(she)(she)備利(li)(li)用(yong)(yong)小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)3276小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)、同(tong)(tong)(tong)比(bi)(bi)(bi)提高(gao)158小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi);太(tai)陽能發(fa)電、風電、核電設(she)(she)備利(li)(li)用(yong)(yong)小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)分(fen)別(bie)為(wei)950、1565、5447小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),同(tong)(tong)(tong)比(bi)(bi)(bi)分(fen)別(bie)提高(gao)27、178、68小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)。在(zai)各(ge)(ge)級(ji)政府和(he)(he)電力(li)企業等(deng)多(duo)方共同(tong)(tong)(tong)努力(li)下,棄(qi)風棄(qi)光棄(qi)水(shui)問(wen)題繼續得到改(gai)善,今年(nian)國家電網(wang)公(gong)司和(he)(he)南方電網(wang)公(gong)司分(fen)別(bie)制定了促進清(qing)潔(jie)能源消(xiao)(xiao)納的22項(xiang)和(he)(he)24項(xiang)工(gong)作措施,在(zai)加快電網(wang)建設(she)(she)、合理安排(pai)調度、加大市場交易(yi)、加強全(quan)網(wang)消(xiao)(xiao)納、推(tui)動(dong)技術創新(xin)等(deng)多(duo)方面推(tui)進清(qing)潔(jie)能源消(xiao)(xiao)納,效果明顯。華北、東北、西(xi)(xi)北地(di)區(qu)風電設(she)(she)備利(li)(li)用(yong)(yong)小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)同(tong)(tong)(tong)比(bi)(bi)(bi)分(fen)別(bie)提高(gao)195、190和(he)(he)200小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi),西(xi)(xi)北地(di)區(qu)太(tai)陽能發(fa)電設(she)(she)備利(li)(li)用(yong)(yong)小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi)同(tong)(tong)(tong)比(bi)(bi)(bi)提高(gao)88小(xiao)(xiao)(xiao)(xiao)(xiao)時(shi)(shi)(shi);四川和(he)(he)云南棄(qi)水(shui)電量同(tong)(tong)(tong)比(bi)(bi)(bi)明顯減(jian)少。
四是跨(kua)區和跨(kua)省送電(dian)量快速(su)增(zeng)長,清潔能源持續大范(fan)(fan)圍優化配置(zhi)。全(quan)國(guo)基(ji)建新(xin)增(zeng)220千(qian)伏及以(yi)上變電(dian)設(she)備容量18691萬(wan)千(qian)伏安(an),新(xin)增(zeng)220千(qian)伏及以(yi)上輸電(dian)線路(lu)長度(du)30559千(qian)米,新(xin)增(zeng)直(zhi)流(liu)換流(liu)容量500萬(wan)千(qian)瓦。在近(jin)兩(liang)年多條特高(gao)壓(ya)工程陸(lu)續投產的拉動下,全(quan)國(guo)分別(bie)完成跨(kua)區、跨(kua)省送電(dian)量3567和9634億千(qian)瓦時,同比分別(bie)增(zeng)長14.9%和16.5%,增(zeng)速(su)同比分別(bie)提高(gao)3.8和5.1個百分點,助力清潔能源實現大范(fan)(fan)圍優化配置(zhi)。
五(wu)是電力(li)燃(ran)料供應偏緊,煤(mei)(mei)(mei)電企業經(jing)營(ying)仍較為(wei)(wei)困難。前三季度,電煤(mei)(mei)(mei)以及(ji)天(tian)然氣供應均存在地(di)區(qu)性時段性偏緊情(qing)況,少數(shu)地(di)區(qu)供需矛盾較為(wei)(wei)突出。電煤(mei)(mei)(mei)價格(ge)(ge)(ge)總(zong)體(ti)處于高(gao)位波(bo)動(dong)(dong)態勢(shi),根(gen)(gen)據(ju)中(zhong)國沿(yan)海電煤(mei)(mei)(mei)采購價格(ge)(ge)(ge)指數(shu)——CECI沿(yan)海指數(shu)顯(xian)示,反映電煤(mei)(mei)(mei)采購綜(zong)合成(cheng)本(ben)的(de)CECI5500大卡綜(zong)合價前三季度波(bo)動(dong)(dong)區(qu)間為(wei)(wei)571-635元/噸,各期價格(ge)(ge)(ge)都(dou)超過了《關于平抑(yi)煤(mei)(mei)(mei)炭市(shi)場(chang)價格(ge)(ge)(ge)異(yi)常波(bo)動(dong)(dong)的(de)備忘錄》中(zhong)規定的(de)綠色區(qu)間上限,國內(nei)煤(mei)(mei)(mei)價持續高(gao)位也(ye)導(dao)致對標(biao)國內(nei)煤(mei)(mei)(mei)價的(de)進口煤(mei)(mei)(mei)價格(ge)(ge)(ge)快速上漲,明顯(xian)提高(gao)了國內(nei)企業采購成(cheng)本(ben)。根(gen)(gen)據(ju)國家統計局數(shu)據(ju),當前全國火電企業虧損(sun)面仍接近(jin)一半。
中國(guo)電煤(mei)采購價格指數(CECI)周價格
(三)全國電力供需總體平衡,部分省份出現錯峰限電
前(qian)三(san)季度(du),電(dian)(dian)(dian)力(li)(li)消費增(zeng)速持續快于(yu)發(fa)電(dian)(dian)(dian)裝(zhuang)機容(rong)量增(zeng)速,全國電(dian)(dian)(dian)力(li)(li)供需(xu)形(xing)勢從(cong)前(qian)兩年的總(zong)體寬松(song)轉(zhuan)為總(zong)體平衡。分區域(yu)看,東北和西北區域(yu)電(dian)(dian)(dian)力(li)(li)供應能力(li)(li)富余,華(hua)北、華(hua)東、華(hua)中、南方區域(yu)電(dian)(dian)(dian)力(li)(li)供需(xu)總(zong)體平衡,部分省(sheng)份局部性、階段性電(dian)(dian)(dian)力(li)(li)供應偏緊。
二、全國電力供需形勢預測
(一)全(quan)社(she)會用電量(liang)延續平穩(wen)較快增長,全(quan)年(nian)增速超2017年(nian)
綜合考慮(lv)國(guo)家政策、宏觀經(jing)濟運行態勢、氣(qi)溫、電能替代、國(guo)際貿易環境、藍天保(bao)衛戰(zhan)和環保(bao)安全(quan)檢(jian)查(cha)等因素,預(yu)計四季度全(quan)社會(hui)用(yong)電量(liang)總體延(yan)續三季度的(de)(de)平穩較(jiao)快增長(chang)(chang)水平,預(yu)計2018年全(quan)年全(quan)社會(hui)用(yong)電量(liang)增速略高于8%,超(chao)過2017年增長(chang)(chang)水平。當(dang)前我國(guo)發(fa)展面臨(lin)的(de)(de)困(kun)難和外部(bu)風險(xian)挑(tiao)戰(zhan)增多,中美貿易摩(mo)擦的(de)(de)走向(xiang)存在不(bu)確定(ding)(ding)性,對(dui)我國(guo)后續用(yong)電量(liang)增長(chang)(chang)也(ye)帶來(lai)一(yi)定(ding)(ding)的(de)(de)不(bu)確定(ding)(ding)性。
(二)預計全(quan)年(nian)總裝(zhuang)機容量約19億千(qian)瓦,非化石能源裝(zhuang)機占比達(da)到(dao)40%
預(yu)(yu)計全(quan)年(nian)全(quan)國新(xin)增(zeng)發電(dian)裝(zhuang)(zhuang)機(ji)(ji)(ji)容(rong)量(liang)(liang)1.2億(yi)千瓦(wa)(wa),其(qi)中(zhong),預(yu)(yu)計非化石能源發電(dian)裝(zhuang)(zhuang)機(ji)(ji)(ji)投產8200萬(wan)千瓦(wa)(wa)左右。全(quan)國發電(dian)裝(zhuang)(zhuang)機(ji)(ji)(ji)容(rong)量(liang)(liang)達到19.0億(yi)千瓦(wa)(wa)左右,其(qi)中(zhong),煤(mei)(mei)電(dian)裝(zhuang)(zhuang)機(ji)(ji)(ji)容(rong)量(liang)(liang)10.1億(yi)千瓦(wa)(wa),非化石能源發電(dian)裝(zhuang)(zhuang)機(ji)(ji)(ji)容(rong)量(liang)(liang)合計達到7.7億(yi)千瓦(wa)(wa),比重進一步(bu)提高(gao)至40%,比2017年(nian)底提高(gao)1.5個百分點左右。預(yu)(yu)計迎峰度冬期間部分地(di)區電(dian)煤(mei)(mei)供應偏緊。
(三)全(quan)國電力(li)供需總體平衡,部分地(di)區(qu)迎峰(feng)(feng)度冬(dong)高峰(feng)(feng)時段偏緊
受電(dian)煤和(he)天(tian)然氣地(di)區(qu)性季節性供(gong)需(xu)偏緊、新能(neng)源比重持(chi)(chi)續(xu)上升導致(zhi)部分(fen)(fen)時段電(dian)力(li)系(xi)統調峰(feng)(feng)能(neng)力(li)不足、第三產業和(he)居民(min)生活用(yong)電(dian)比重持(chi)(chi)續(xu)提高(gao)帶(dai)動系(xi)統峰(feng)(feng)谷差持(chi)(chi)續(xu)增大(da)等多重因素疊加影(ying)響,預(yu)計全國電(dian)力(li)供(gong)需(xu)總體平衡(heng)、部分(fen)(fen)地(di)區(qu)在迎峰(feng)(feng)度冬高(gao)峰(feng)(feng)時段電(dian)力(li)供(gong)需(xu)偏緊。
分區(qu)域(yu)看,預(yu)計華(hua)北(bei)(bei)區(qu)域(yu)和南(nan)方區(qu)域(yu)電(dian)(dian)力(li)(li)供(gong)應偏(pian)緊,華(hua)北(bei)(bei)區(qu)域(yu)主要是(shi)河北(bei)(bei)南(nan)部電(dian)(dian)網、山東(dong)(dong)電(dian)(dian)網在迎峰(feng)度(du)冬用電(dian)(dian)高峰(feng)時(shi)(shi)段電(dian)(dian)力(li)(li)供(gong)應偏(pian)緊,南(nan)方區(qu)域(yu)主要是(shi)貴州、廣東(dong)(dong)等地偏(pian)緊;華(hua)東(dong)(dong)、華(hua)中(zhong)區(qu)域(yu)電(dian)(dian)力(li)(li)供(gong)需(xu)總體平衡;東(dong)(dong)北(bei)(bei)、西北(bei)(bei)區(qu)域(yu)預(yu)計電(dian)(dian)力(li)(li)供(gong)應能力(li)(li)富余。預(yu)計全年(nian)全國發電(dian)(dian)設備(bei)利用小(xiao)(xiao)時(shi)(shi)3800小(xiao)(xiao)時(shi)(shi)左(zuo)右,其中(zhong),火電(dian)(dian)設備(bei)利用小(xiao)(xiao)時(shi)(shi)4330小(xiao)(xiao)時(shi)(shi)左(zuo)右。
三、有關建議
當前,宏觀經濟運行(xing)總體平(ping)穩(wen),在經濟動能“破舊立新”的關(guan)鍵(jian)期以(yi)及(ji)電(dian)(dian)力(li)(li)消(xiao)費(fei)換動力(li)(li)、電(dian)(dian)力(li)(li)供應調結構的攻(gong)堅期,深入(ru)學習(xi)貫徹黨的十九大(da)精(jing)神,落實黨中央、國務(wu)院的決策部署,是推進電(dian)(dian)力(li)(li)行(xing)業高質量(liang)發(fa)展的根本。同時(shi),四季度是電(dian)(dian)力(li)(li)行(xing)業迎峰度冬保(bao)供應的重(zhong)要時(shi)期,各項(xiang)工(gong)作頭(tou)緒多、任務(wu)重(zhong),需要切(qie)實按照能源高質量(liang)發(fa)展要求,密切(qie)跟蹤經濟形(xing)勢(shi)、用電(dian)(dian)增長(chang)走勢(shi),以(yi)及(ji)天氣(qi)、來水、電(dian)(dian)煤(mei)變化趨勢(shi),做好電(dian)(dian)力(li)(li)保(bao)障(zhang)工(gong)作,確保(bao)電(dian)(dian)力(li)(li)系統(tong)安(an)全穩(wen)定運行(xing),保(bao)障(zhang)國民經濟行(xing)穩(wen)致(zhi)遠。
(一)切實抓(zhua)好規劃(hua)滾動調整,推(tui)動電力能源高質量發展
在國家(jia)政策、規劃的(de)引導下,電(dian)力(li)(li)投資(zi)逐步(bu)向清潔能(neng)源傾(qing)斜,電(dian)源結構低(di)碳化轉型(xing)速度日益加快,但棄風棄光仍未(wei)從根本上得到解決,清潔能(neng)源發(fa)電(dian)占比及電(dian)能(neng)替(ti)代潛力(li)(li)仍有待進(jin)一步(bu)提高和挖掘。建議圍繞“十三五”電(dian)力(li)(li)規劃中期評(ping)估情(qing)況及結果,滾動調整(zheng)電(dian)力(li)(li)結構,優化產業布局,推動清潔低(di)碳、安(an)全高效的(de)能(neng)源體系(xi)建設。
一是(shi)從優化電(dian)(dian)(dian)網(wang)結構著(zhu)(zhu)手,充分利用現有輸電(dian)(dian)(dian)跨省(區)通道(dao),著(zhu)(zhu)力突破制約特高壓(ya)輸電(dian)(dian)(dian)工(gong)程作用發揮的瓶頸(jing),加快(kuai)現已建成投產的特高壓(ya)輸電(dian)(dian)(dian)線路(lu)的電(dian)(dian)(dian)源(yuan)配套(tao)工(gong)程建設,推進資源(yuan)大規模優化配置,提高電(dian)(dian)(dian)網(wang)輸電(dian)(dian)(dian)效率。
二是(shi)從調整(zheng)電(dian)源結構著手,通過加快可再生能(neng)源配額制及調峰調頻電(dian)力服務(wu)補償機制等相關政策的出臺和(he)落(luo)地,以及促進清潔能(neng)源產業技(ji)(ji)術進步和(he)技(ji)(ji)術降本等多種方式,引導和(he)推動(dong)清潔能(neng)源發展,逐(zhu)步提高非化石能(neng)源占一(yi)次能(neng)源的消費(fei)比重。
三是從(cong)消費端著手(shou),大力推進終(zhong)端用能(neng)電(dian)(dian)氣化。持(chi)續加(jia)大在工(農業)生產(chan)制造、交通運輸、居民(min)采(cai)暖(nuan)、家(jia)庭電(dian)(dian)氣化及其(qi)他領域的(de)(de)電(dian)(dian)能(neng)替(ti)代力度,逐步實(shi)現(xian)電(dian)(dian)能(neng)對化石能(neng)源(yuan)的(de)(de)替(ti)代,逐步提高(gao)電(dian)(dian)能(neng)在終(zhong)端能(neng)源(yuan)消費的(de)(de)比重。
(二)切實推動能源協調發展,保障能源穩定高效供應
煤炭、天然氣等(deng)能源(yuan)的(de)穩(wen)(wen)定(ding)可靠(kao)供(gong)(gong)應(ying)對(dui)保障電力(li)供(gong)(gong)應(ying)十分關鍵(jian),對(dui)國民經濟(ji)平(ping)穩(wen)(wen)發展至關重要。當前電力(li)燃料供(gong)(gong)應(ying)仍然地區性(xing)、季節性(xing)偏緊,迎峰(feng)度冬保供(gong)(gong)應(ying)壓(ya)力(li)較大,建議(yi)統籌好電力(li)與各(ge)類能源(yuan)資源(yuan)的(de)協調發展,確保系統安(an)全穩(wen)(wen)定(ding)運行。
一(yi)是統籌電(dian)(dian)力(li)與煤(mei)(mei)(mei)炭(tan)協調發(fa)展。建(jian)議重點(dian)產煤(mei)(mei)(mei)區(qu)(qu)要(yao)貫徹(che)落實好(hao)國(guo)家(jia)部(bu)署,加快煤(mei)(mei)(mei)炭(tan)先(xian)進(jin)產能(neng)減量(liang)置換及釋放(fang)的(de)步(bu)伐,切實增加有效資源確保(bao)煤(mei)(mei)(mei)炭(tan)供給。根(gen)據市(shi)場(chang)供需情況靈活(huo)調整進(jin)口(kou)煤(mei)(mei)(mei)政策總量(liang)控(kong)(kong)(kong)制目標(biao),保(bao)障電(dian)(dian)煤(mei)(mei)(mei)供需平(ping)衡、穩定電(dian)(dian)煤(mei)(mei)(mei)市(shi)場(chang)價格,避免因(yin)總量(liang)控(kong)(kong)(kong)制導致(zhi)迎峰(feng)度冬期間出現(xian)(xian)(xian)區(qu)(qu)域(yu)性(xing)、階段性(xing)的(de)電(dian)(dian)力(li)供應(ying)緊張問題。針對部(bu)分地(di)區(qu)(qu)將(jiang)“控(kong)(kong)(kong)煤(mei)(mei)(mei)”簡單化為(wei)(wei)“控(kong)(kong)(kong)電(dian)(dian)煤(mei)(mei)(mei)”的(de)現(xian)(xian)(xian)象,國(guo)家(jia)相關部(bu)門(men)應(ying)引(yin)導相關地(di)區(qu)(qu)嚴格區(qu)(qu)分“控(kong)(kong)(kong)煤(mei)(mei)(mei)”與“控(kong)(kong)(kong)電(dian)(dian)煤(mei)(mei)(mei)”,將(jiang)污染嚴重的(de)散燒煤(mei)(mei)(mei)等(deng)作(zuo)為(wei)(wei)“控(kong)(kong)(kong)煤(mei)(mei)(mei)”的(de)重點(dian),并進(jin)一(yi)步(bu)提(ti)高發(fa)電(dian)(dian)用煤(mei)(mei)(mei)比重,真正實現(xian)(xian)(xian)煤(mei)(mei)(mei)炭(tan)的(de)清潔高效利用,并保(bao)障電(dian)(dian)力(li)燃料安全穩定供應(ying)。
二是(shi)統(tong)籌電力與天然氣(qi)(qi)(qi)(qi)協(xie)調發(fa)(fa)(fa)展(zhan)(zhan)。進入四季度,天然氣(qi)(qi)(qi)(qi)表觀消(xiao)費量處于全年最高位,受(shou)(shou)環保政策影(ying)響推(tui)動,采(cai)暖煤改氣(qi)(qi)(qi)(qi)、熱(re)(re)電廠用氣(qi)(qi)(qi)(qi)需(xu)(xu)求(qiu)大幅(fu)增加,供(gong)(gong)需(xu)(xu)形勢將處于緊平(ping)衡狀態。建議加強“煤改氣(qi)(qi)(qi)(qi)”、燃氣(qi)(qi)(qi)(qi)熱(re)(re)電聯(lian)產(chan)等替代項目規劃與資源(yuan)供(gong)(gong)應計(ji)劃的銜接,堅持(chi)從實際出發(fa)(fa)(fa),宜(yi)電則電、宜(yi)氣(qi)(qi)(qi)(qi)則氣(qi)(qi)(qi)(qi)、宜(yi)煤則煤,確保用氣(qi)(qi)(qi)(qi)需(xu)(xu)求(qiu)與資源(yuan)供(gong)(gong)應增長相適應;推(tui)廣應用分布式(shi)氣(qi)(qi)(qi)(qi)電,重點發(fa)(fa)(fa)展(zhan)(zhan)熱(re)(re)電冷(leng)多聯(lian)供(gong)(gong),確保居民生活和冬季供(gong)(gong)暖;在氣(qi)(qi)(qi)(qi)價承受(shou)(shou)能力較高和新能源(yuan)快速(su)發(fa)(fa)(fa)展(zhan)(zhan)的地區,根據氣(qi)(qi)(qi)(qi)源(yuan)情況(kuang)建設天然氣(qi)(qi)(qi)(qi)調峰電站。
三是統籌電(dian)(dian)(dian)(dian)力(li)與可(ke)再(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)協(xie)調發展(zhan)。可(ke)再(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)發展(zhan)目前(qian)仍存在(zai)綜(zong)合協(xie)調性不(bu)(bu)充分(fen),開發速度(du)、布(bu)局與市場(chang)不(bu)(bu)匹配,建(jian)設(she)周期(qi)與電(dian)(dian)(dian)(dian)網建(jian)設(she)不(bu)(bu)同(tong)步等問題(ti)。建(jian)議按照國家(jia)“十三五”電(dian)(dian)(dian)(dian)力(li)規劃、能(neng)(neng)(neng)源(yuan)(yuan)(yuan)工作指導(dao)意見(jian)以及市場(chang)環境監(jian)測(ce)預警和評價機制(zhi)等,把(ba)可(ke)再(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)發電(dian)(dian)(dian)(dian)的(de)發展(zhan)重心從擴大規模轉到提質增效(xiao)上(shang)來,引導(dao)相關產業向(xiang)高質量發展(zhan)轉型;繼(ji)續培育風電(dian)(dian)(dian)(dian)和光伏(fu)的(de)市場(chang)競爭力(li),倒(dao)逼(bi)可(ke)再(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)產業創新升(sheng)級;盡(jin)快出臺促進可(ke)再(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)消納的(de)長效(xiao)機制(zhi),從根本(ben)上(shang)解決可(ke)再(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)棄能(neng)(neng)(neng)問題(ti)。
(三)切實落實各項改革措施,不斷深化電力體制改革
當(dang)前(qian)電(dian)(dian)(dian)力(li)體制改(gai)革(ge)取得重要進(jin)展和(he)積極成(cheng)(cheng)效,交易機構基本組建(jian)完成(cheng)(cheng)、輸配電(dian)(dian)(dian)價改(gai)革(ge)持續擴大、售電(dian)(dian)(dian)側(ce)競爭機制初步建(jian)立、發用電(dian)(dian)(dian)計劃有序放開以及(ji)電(dian)(dian)(dian)力(li)現貨市場(chang)平穩(wen)推(tui)進(jin)。但由于電(dian)(dian)(dian)力(li)市場(chang)機制尚不完善(shan),科學合(he)理的電(dian)(dian)(dian)價機制尚未形成(cheng)(cheng)等原因,給電(dian)(dian)(dian)力(li)企業(ye)平穩(wen)發展和(he)健康經營帶來(lai)嚴峻的挑戰。建(jian)議:
一是加快推進(jin)電力現貨市(shi)場(chang)和輔(fu)助服(fu)務(wu)市(shi)場(chang)建設(she),發揮(hui)現貨市(shi)場(chang)對(dui)時間尺度電能(neng)(neng)量的(de)價格(ge)發現功能(neng)(neng),通過(guo)市(shi)場(chang)手段(duan)進(jin)一步挖掘和配置系統(tong)調峰(feng)、調頻、備用等(deng)輔(fu)助服(fu)務(wu)資源,進(jin)一步提升(sheng)電力系統(tong)運行(xing)效率,促進(jin)可再生能(neng)(neng)源合理(li)消納。
二是(shi)建議國(guo)家(jia)加(jia)強對各地(di)區(qu)電(dian)(dian)(dian)力(li)市(shi)場監督指導,不斷完善跨省(sheng)電(dian)(dian)(dian)力(li)市(shi)場化(hua)交易機制,約束(shu)相關部門地(di)方保護主義(yi)沖動,進(jin)一步(bu)放開(kai)電(dian)(dian)(dian)力(li)用(yong)戶、售(shou)電(dian)(dian)(dian)公(gong)司等市(shi)場主體省(sheng)間(jian)購電(dian)(dian)(dian)的選擇權,破除電(dian)(dian)(dian)力(li)交易省(sheng)間(jian)壁壘(lei),推動省(sheng)間(jian)市(shi)場化(hua)交易規(gui)模(mo)擴(kuo)大,促(cu)進(jin)能源資源大范圍優化(hua)配(pei)置(zhi)。
三是(shi)積極貫(guan)徹落(luo)實國家電(dian)(dian)(dian)改相(xiang)(xiang)關(guan)政(zheng)策措施,地方政(zheng)府盡(jin)快研究建立市場(chang)化條(tiao)件下的(de)煤電(dian)(dian)(dian)聯(lian)動機制,支持(chi)鼓勵煤電(dian)(dian)(dian)企業(ye)和(he)電(dian)(dian)(dian)力用戶簽訂(ding)電(dian)(dian)(dian)價(jia)根據煤價(jia)波動情況相(xiang)(xiang)應浮動的(de)購售電(dian)(dian)(dian)合同。完善煤電(dian)(dian)(dian)機組市場(chang)交易電(dian)(dian)(dian)量的(de)脫硫脫硝(xiao)環保電(dian)(dian)(dian)價(jia)和(he)超低(di)排放電(dian)(dian)(dian)價(jia)落(luo)實機制,緩解煤電(dian)(dian)(dian)企業(ye)經(jing)營困境。
(四)切實落實精準扶貧戰略,全面提高電力普遍服務水平
電(dian)力(li)(li)行業積極響應國家號召,深入推(tui)進(jin)精準扶貧(pin)、精準脫貧(pin)、援(yuan)疆援(yuan)藏等戰略部署,不(bu)斷加(jia)大扶貧(pin)工作力(li)(li)度(du)和(he)農網建(jian)(jian)設投(tou)資,履行社會責任;同(tong)時,由于貧(pin)困地(di)區的農配網投(tou)資屬于高投(tou)資低(di)回(hui)報的電(dian)力(li)(li)普(pu)遍服務,部分省級電(dian)網企業面臨(lin)虧(kui)損局面。建(jian)(jian)議:
一是聚(ju)焦深度貧(pin)困(kun)地(di)區(qu)(qu)和深度貧(pin)困(kun)問題,實施產業扶(fu)(fu)貧(pin)和定(ding)點扶(fu)(fu)貧(pin),加強貧(pin)困(kun)地(di)區(qu)(qu)電(dian)網建(jian)設改造(zao),加大戶用光伏(fu)系統配套電(dian)網項(xiang)目,扎實推進光伏(fu)扶(fu)(fu)貧(pin)項(xiang)目接網工作等(deng),改善(shan)和解決貧(pin)困(kun)地(di)區(qu)(qu)生(sheng)產生(sheng)活用電(dian)條件(jian),全力滿足貧(pin)困(kun)人口脫貧(pin)的電(dian)力需求。
二是通過因地(di)制宜發(fa)(fa)展分(fen)布式光伏、分(fen)散(san)式風電,以開發(fa)(fa)項目為依托,既(ji)助力(li)清潔(jie)能源(yuan)發(fa)(fa)展,又可切實促(cu)進(jin)地(di)方(fang)經(jing)濟社會發(fa)(fa)展、基礎設施建設、百姓就業(ye),大(da)力(li)提升能源(yuan)惠民(min)利民(min)力(li)度。
三是建議(yi)國家在信(xin)貸(dai)政策方面加大支(zhi)持(chi)力(li)度(du),采用政府專項資金(jin)和財稅金(jin)融支(zhi)持(chi)等多種方式,對光伏扶貧、農網(wang)建設改造升級(ji)等電(dian)力(li)普(pu)遍(bian)服(fu)務工(gong)程實行長期低息貸(dai)款(kuan)或貼息等普(pu)惠(hui)金(jin)融政策,同(tong)時增加對電(dian)力(li)企業的增量信(xin)貸(dai),確保落實存(cun)量接(jie)續,緩(huan)解電(dian)力(li)企業財務壓力(li),全(quan)面推動電(dian)力(li)普(pu)遍(bian)服(fu)務持(chi)續開展。