The Situation Of Electricity Shortage In The Five Provinces Of The South Is Becoming More And More Intense, &Nbsp;

"The drought in Southwest China is intensifying, and the power supply in the five provinces of the south is in urgent need." Southern Power Grid Corp issued a notice on the afternoon of 31, the power gap of the whole network has been nearly 15%, while the five provinces in the South have suffered from the most serious power shortage in 5 years.

Since the end of July this year, the South China power grid, which has two coal and water shortages, has been repeatedly warned of power shortage. Analysts pointed out that this may prompt the government to speed up the approval of a number of thermal power projects, but as long as the coal electricity linkage mechanism has not been formed, the situation of power shortage in the five provinces of the South will become the norm.

Red warning of Guizhou and Guangxi

China Southern Power Grid's "warning": Guangxi, Guizhou, two provinces and regions to enter the power supply gules The early warning state and the power gap were close to 40% and 35% respectively. Guizhou Province officially launched the emergency response to drought relief in August 26th. This is also the most serious "power shortage" notice issued by China Southern Power Grid since August.

At the beginning of August, China Southern Power Grid predicted that the total power gap of the whole network could reach 12 million kilowatts in the three quarter, and the total power shortage would be more than 8%. As of August 30th, China Southern Power Grid said that the peak load of 14 days in the whole month exceeded 10 million kilowatts, and the maximum peak load reached 14 million 790 thousand kilowatts, or nearly 15% of the electricity gap.

"Coal storage, water conditions are lower than expected is the main reason." Related figures from China Southern Power Grid said that hydropower accounts for 30% of the power supply ratio of the South China Grid, and since August, the water volume in the Red River and the Wujiang River Basin has been nearly 9 and 8 respectively. At present, the two valley has a cumulative energy value of 2 billion 500 million kwh, which is 85% lower than that of the previous year.

On the other hand, Coal shortage Due to factors such as poor coal quality and unit maintenance, the thermal power units in the southern China power grid are severely limited in terms of outage and output. Guangxi, Yunnan and Guizhou respectively affect 147, 573 and 5 million 590 thousand kilowatts respectively.

According to the people's Federation of China electric power enterprises, in view of the lack of coal in the five provinces of the south, the competent authorities have not actively intervened, and the electricity coal inventory of the power generation enterprises has not improved significantly.

Forced coal and electricity linkage

In view of the situation of water and electricity feeding and insufficient output, Zhang Boting, Deputy Secretary General of the China Hydroelectric Engineering Society, believes that the southern power shortage or the government's investment in hydropower projects will bring investment opportunities to large hydropower projects. He pointed out that the key reason for the failure of hydropower generation is that water resources are not well regulated. If the dam has strong water storage capacity, even if it enters a dry season, it will also ensure hydropower generation.

However, a Securities researcher pointed out that since 2010, the state has accelerated the approval of large hydropower projects, but the construction period of large hydropower projects is 6-9 years, and it is difficult to solve the mediation capacity of hydropower stations in the short term. To solve the situation of power shortage in southern power grid, it is necessary to improve the enthusiasm of thermal power plants, but thermal power enterprises are losing large areas due to the rise in coal prices.

China Electric Power announced the 1-7 month of electric power enterprise economy. benefit The situation shows that in the first 7 months, the loss of thermal power business of the five major power generating groups amounted to 18 billion 90 million yuan, up 11 billion 300 million yuan from the same period. According to the above researcher, in order to cope with the "electricity shortage", the competent authorities speed up the approval of thermal power projects, but because of the loss of power generation, the enthusiasm of some thermal power enterprises is not high enough.

Lin Boqiang, director of the energy economics research center of Xiamen University, also pointed out that thermal power still accounts for 70% of the electricity consumption of the five provinces in the south. If the thermal power output is large, the power gap of China Southern Power Grid will be reduced. He believes that because of the low enthusiasm of the power plant to buy coal, the shortage of electricity coal will lead to local power shortage.

"The five provinces in the South have also joined the ranks of the electricity shortage, which may force the authorities to solve the contradiction between coal and electricity." Lin Boqiang believes that the key to alleviate the electricity shortage lies in straightening out the relationship between coal, power generation and power grids. The most effective way is to link coal and electricity. That is, when the price of coal rises sharply, every link must be digested through the coordination of the competent departments, and at the same time, other policies should be supplemented to compensate the performance loss of the power generation enterprises. As a result, the shortage of electricity supply can be effectively alleviated.