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“Electricity shortage†has spread to the hardest hit areas in Hunan Province
The flooding of the streetlights, the neon lights are no longer shining, the restaurants and restaurants do not open the air conditioners, the citizens are competing to buy candles, the entertainment places are sealed and the power is cut off, and the production capacity of the enterprises is affected. The Hunan Province has become the hardest hit area of ​​the current “electricity shortageâ€. The "electricity shortage" is spreading from the local to the national. Many companies in the relevant industry chain have been or will be affected by the “electricity shortageâ€. So, what impact will this “power shortage†have on various industries? how to respond? Our reporter team conducted an in-depth investigation. According to the survey of this newspaper, the fundamental reason for this round of power shortage is that the implementation of power planning in the past two years is not matched, and the approved new power supply is concentrated in the northwest, while the UHV, which is the west power transmission and the north transmission channel of Nortel, is making slow progress. In the eastern part where electricity load is concentrated, the thermal power project was suspended. Although the proportion of clean energy investment has risen sharply, it cannot effectively meet the supply, resulting in power shortage. These structural problems are difficult to solve in the short term, so the power shortage will be further aggravated in the next two years, and even a large-scale "electricity shortage" may occur. At present, more than ten provinces such as Hunan, Hubei, Jiangxi, Zhejiang, Jiangsu, Anhui, Shanxi, Shaanxi, Henan, Guangdong, and Sichuan have suffered from power shortages. In particular, the lack of electricity in East China and Central China will not be solved in the short term due to structural reasons and will continue in the long run. It is worth noting that Hunan has become the hardest hit area of ​​the country's “electricity shortageâ€, and the power gap is nearly one-third. An official of the Hunan Electricity Regulatory Office of the State Electricity Regulatory Commission told this reporter that the lack of electricity in Hunan has been very serious, the hydropower output is insufficient, and a large number of thermal power units are out of coal. “The gap in Hunan is too big.†“I don’t stop at all for a moment, I’m investigating everywhere, fighting everywhere, and the electricity shortage in Hunan is too big,†said the Hunan Provincial Electricity Regulatory Office official. “Hunan’s ten main power plants Most of the coal deposits are below the warning line. The province's coal inventory is declining by 30,000 tons per day. Some thermal power units cannot open the machine at all, including some large power plants in Xiangtan and Zhuzhou, and some have been reported in the name of overhaul. Hunan's power supply continued to be tight, and various places began to implement orderly power supply. Among them, Hunan's industrial town Xiangtan power gap is huge, starting from May 3, the implementation of the "open five stop two" measures, and on May 8 Changsha 110 lines also began to limit electricity, doubled on May 7. According to the State Grid Hunan Electric Power Company, the current electricity load in Hunan Province is maintained at around 14 million kilowatts per day, while the current adjustable load is only 10 million kilowatts per day, and the daily electricity demand is about 280 million kilowatt hours. Only 200 million kWh, the power gap is 4 million kilowatts/day, and the daily power gap is 80 million kilowatt-hours, accounting for 29% of the demand. The gap is nearly 1/3. The above officials said, “This is the first time in Hunan in recent years. The phenomenon of power shortage is mainly due to the superposition of multiple factors: the sharp increase in demand, the coal shortage and the dead water level operation of the backbone reservoir in Hunan. “The most important issue is the problem of coal. As long as it can solve the coal, it is better to say. The unit price of the standard coal is as high as 1,100 yuan / ton. Hunan thermal power enterprises lost 1.4 billion yuan last year. However, the coal production in Hunan Province is small, and there is less coal available for power generation. In addition, the coal mine is not willing to sell in the province due to price reasons, but now It is very difficult to transport coal outside.†He revealed, “The Hunan Provincial Government is holding a meeting to formulate a series of comprehensive measures to solve the coal power dilemma.†A large number of provinces lack electricity What is worrying is that the power shortage is spreading to the whole country. According to Xue Jing, director of the statistics department of China Electricity Council, the provinces with power shortages have developed to the central, western and eastern regions, and most of them are hard and power shortages, that is, lack of installed capacity and poor transportation of coal and electricity. Accompanied by the hard-hit area of ​​power shortage in Hunan Province is the severe shortage of electricity in central China. From last week's situation, "the whole network power supply and demand began to show a significant turning point, which is changing from seasonal and local power shortage to full-year, regional-wide power shortage." Huazhong Power Grid Corporation judged this. Central China Power Grid covers six provinces and cities including Hubei, Hunan, Henan, Jiangxi, Sichuan and Chongqing. Central China Power Grid predicts that during the peak summer season this year, the maximum power consumption of the whole network will be 128.83 million kilowatts, a year-on-year increase of 15.9%, and the maximum power gap is 8.22 million kilowatts. Except for Sichuan Province, there are power shortages in other provinces and cities in Central China Power Grid. The supply and demand situation of summer power supply is very severe. Look at the East China region. Zhejiang, which has suffered the biggest power shortage in the past seven years, has a power shortage of 2 million kilowatts. The main reason is that the growth of power demand is too fast. It is also because there are fewer new thermal power units, and some port maintenance and inter-regional power transmission grids are not in place and Zhejiang. Water and electricity are not enough. Jiangsu Province is also a similar situation. At present, the installed capacity is 57.28 million kilowatts, and the maximum adjustment gap is 16%. It is also a hard power shortage and lacks installed machines. Even the province of East China, such as Anhui, has experienced a shortage of electricity. The main reason is that the new units are put into production less. Seen from the west, Shanxi, Shaanxi and Henan provinces have similar power shortages, all of which are large coal-producing provinces, but there is a lack of electricity. The coal shortage in the major coal provinces is mainly caused by “high coal prices and low electricity pricesâ€. The local thermal power feed-in tariffs are verified according to the price of pits, and coal enterprises are reluctant to supply them to local power plants, resulting in coal shortages in coal provinces. Guangdong and Sichuan also experienced different degrees of power shortage. The data shows that the electricity storage in some power plants in Sichuan is less than two days. The province's coal storage is less than 8 days, close to the minimum coal storage warning line; since April, the power gap in Guangdong Province has reached 1 to 2 million kilowatts. The reason for Sichuan is mainly due to lack of electricity during the dry season, while Guangdong mainly accounts for an increase in orders in the first quarter, resulting in a significant increase in electricity consumption. However, since March, the amount of electricity delivered in the west has decreased, resulting in a shortage of electricity. Qinhuangdao coal price hit a new high. The reporter learned from the China Coal Transportation and Marketing Association that Qinhuangdao Port thermal coal hit a new high in the last week. Last week, the 5,500 kcal coal increased by 10 yuan/ton, maintaining the price level of 815,825 yuan/ton, and the highest price since November 2008. The trend of coal shortages in inland provinces such as Hunan, Hubei, and Jiangxi is still intensifying. The continued rise in coal prices in major ports in the North echoes this trend. Since late March, the coal export ports in the north (Qinhuangdao Port, Tianjin Port, Jingtang Port, Guotou Caofeidian Port, and Guotou Jingtang Port) have generally increased the price of thermal coal. As of May 8, the northern coal shipments have been shipped. The price of port thermal coal has risen for 7 consecutive weeks. The increase of calorific value of thermal coal varies from 30 to 50 yuan per ton. From the perspective of ships and stocks in Hong Kong, some sources of power coal are in short supply, and some are out of stock, ships, etc. The phenomenon of goods is widespread, and there is still room for growth in the price of thermal coal in various ports. According to industry analysts, the reason for this situation is that the increase in demand for high-energy-consuming products has led to an increase in demand for coal, but at the same time, due to factors such as shrinking the volume of imported coal, overhaul of the Daqin line, and rising international oil prices, the transportation unit raised the freight rate. And the coal stocks at various ports have fallen sharply.