Power gap increased by 20 million kilowatts of thermal power nuclear power

50 million kilowatts! According to a report released recently by the State Council Development Research Center Enterprise Research Institute, China's electricity gap in 2011 is 30 million kilowatts, and the electricity gap in 2012 will continue to expand, or will reach 50 million kilowatts. At the same time, the reporter learned from China Southern Power Grid that due to severe drought in the western region in 2011, the West Power Transmission to the East has been drastically reduced, and China Southern Power Grid may continue to lack of electricity throughout the year. From March to May, the supply of electricity will be the most difficult.

As the power gap widens and new signals appear on the policy, the industry estimates that thermal power and nuclear power that were “slammed” in 2011 can all turn over in 2012—

Heat power to turn a profit to see this year

The total energy consumption of the whole society issued by the National Energy Administration in 2011 totaled 4692.8 billion kWh, an increase of 11.7% year-on-year; and the annual new generation capacity of power generation equipment was close to 90 million kilowatts, of which 12.25 million kilowatts of hydropower and 58.86 million kilowatts of thermal power, nuclear power 109 million kilowatts. By the end of 2011, the installed capacity of full-caliber power generation was 1.05 billion kilowatts, including 230 million kilowatts of hydropower, 760 million kilowatts of thermal power, 11.91 million kilowatts of nuclear power, and 47 million kilowatts of wind power.

The CEC disclosed in its 2011 power data report that the investment in thermal power continued to fall rapidly, from 52.11 billion yuan in 2005 to 105.4 billion yuan in 2011. The annual loss of thermal power has caused power companies to lose the incentive and ability to invest in thermal power. Industry insiders are worried that the drop in thermal power investment may lead to insufficient thermal power installation in the next few years, resulting in “hard power shortages”.

"The main reason for the loss of thermal power comes from the rapid increase in the price of thermal coal, so that some thermal power plants prefer to shut down and are unwilling to generate electricity." An electric power source who did not want to be named admitted that "coal power and coal linkages are still in play, but supervision The department has carried out adjustments to the on-grid tariffs for different regions three times last year, especially since the last time, an average price increase of 3 cents has given thermal power companies hope for turning losses.” Once again pushed to the stage. China Southern Power Grid has stated that in order to solve the problem of power shortage, the power grid should increase thermal power in 2012 as appropriate.

Huaneng Power, one of the five largest power generation groups, recorded a loss of up to RMB 6.5 billion in the thermal power sector last year, which reduced the net profit of Huaneng Group, Huaneng's parent company, by 21.7% to RMB 6.1 billion last year.

Nuclear power signals low melting ice signal

Like the thermal power, it was once in the midst of "deep waters," and nuclear power. After the Fukushima nuclear accident in Japan last year, the country maintained a cautious attitude toward the development of nuclear power, and even halted some projects.

According to recent sources, with the conclusion of the inspection of domestic nuclear power safety in August last year, especially after the final investigation report concluded that “the safety of nuclear power projects that have been operated and under construction in China”, the relevant person in the domestic nuclear power management department stated that "Continuing the safe and efficient development of nuclear power" has reached consensus in the industry.

The "Mid-term and long-term development plan for nuclear power" promulgated in 2007 has proposed that the installed capacity of nuclear power will reach 40 million kilowatts by 2015, and not less than 60 million by 2020. According to the previous target, at present, in addition to the 41 million kilowatts already in operation and in the construction of aircraft assembly machines, there are still 16 million kilowatts of pre-construction work, waiting for construction. The State Council's previous deployment requirements, the new project approval review and restart will not be resumed until the "Nuclear Safety Plan" is issued.

The news pointed out that the plan had been reviewed and passed by the Ministry of Environmental Protection and submitted for review. The National Energy Administration has been required to step up efforts to formulate "Nuclear Power Safety Plan" and "Nuclear Power Medium and Long Term Development Adjustment Plan".