经济新方位丨两大电网余缺互济保供应

Core Insights - The article highlights the record high electricity load in China's national grid due to extreme weather conditions, with peak loads reaching 1.223 billion kilowatts over three consecutive days [1] - The establishment of a normalized electricity trading mechanism between the State Grid and Southern Grid is a significant development, allowing for better resource allocation and electricity supply security across regions [2][5] Group 1: Electricity Load and Supply - The national grid experienced unprecedented electricity loads, with figures of 1.222 billion kilowatts, 1.229 billion kilowatts, and 1.233 billion kilowatts recorded from August 4 to 6 [1] - In Hefei, electricity loads exceeded last year's peak over ten times since July, indicating a sustained high demand [1] - The normalized electricity trading mechanism allows for over 20 billion kilowatt-hours of electricity to be transmitted from Southern regions to Eastern regions, equivalent to the annual consumption of over 800,000 households [1][2] Group 2: Cross-Grid Trading Mechanism - The normalized electricity trading mechanism is likened to a nationwide "online electricity marketplace," enhancing power supply security during peak periods and fostering market competition [2] - The Southern Grid has surplus electricity due to favorable water levels in reservoirs, enabling it to support the Eastern regions during high demand periods [2][3] - The cross-regional trading has resulted in over 100 million kilowatt-hours of electricity traded between regions from July to September [3] Group 3: Challenges and Solutions - Previously, the lack of a regular trading mechanism limited the utilization of inter-grid channels, with only about 30% of capacity being used [3][4] - The complexity of organizing cross-regional trading and the absence of policy support hindered participation in the electricity market [5] - Recent efforts include the development of detailed trading processes and technical platform integration to facilitate smoother transactions and lower costs [5][6]