从“刚性供应”到“柔性响应”——我国电力负荷接连跨越峰值经受“烤”验

Core Insights - The maximum electricity load in China surpassed 1.5 billion kilowatts for the first time on July 16, indicating robust economic resilience despite high temperatures [1][2] - The increase in peak load has heightened supply challenges, but the electricity system has shown improved stability compared to previous years [1][6] - The interplay between the electricity system and industrial transformation is becoming increasingly evident, with emerging industries like electric vehicles and artificial intelligence contributing to the new energy ecosystem [1][11] Electricity Load Trends - The national maximum electricity load reached 15.06 million kilowatts, equivalent to lighting 150 billion 100-watt bulbs simultaneously, marking a new historical record [2] - Since the beginning of summer, 16 provincial power grids have broken historical load records 36 times, with Guangdong being the first province to exceed 1.6 million kilowatts [2][4] - The electricity demand is significantly influenced by industrial usage, particularly in manufacturing, as evidenced by Guangdong's electricity consumption growth [2][4] Supply and Demand Management - The electricity supply system has transitioned from rigid supply to flexible response, enhancing the ability to manage peak loads [6][7] - New energy storage solutions and cross-regional electricity sharing are critical in addressing supply challenges, with examples like Jiangsu's large-scale energy storage initiatives [6][8] - The establishment of a national electricity dispatch model allows for efficient resource allocation from surplus areas to load centers, mitigating regional imbalances [9] Industrial and Technological Integration - New energy storage facilities, such as the two rivers dragon energy storage station, play a vital role in balancing supply and demand by storing excess energy during low-demand periods [10] - Electric vehicle companies like NIO are integrating renewable energy solutions into their operations, contributing to the new energy ecosystem [11] - Data centers (IDCs) are evolving to not only consume energy but also provide flexible support to the grid, enhancing overall system resilience [11][12] Future Considerations - Experts warn that if macroeconomic growth exceeds expectations, electricity demand may surge, posing new challenges for supply management [12] - The future of electricity supply during peak seasons will require addressing issues such as clean energy absorption, market-driven demand response, and reducing energy consumption per unit of GDP [12]