【财经分析】构建“风光水火储”一体化发展 云南电力呈现新格局

Core Viewpoint - Yunnan Province has achieved sufficient electricity supply this year, with a significant increase in electricity exports, indicating a shift in the power structure that effectively addresses the challenges of relying on hydropower and renewable energy during dry seasons [1][2]. Group 1: Electricity Supply and Demand - Yunnan's electricity supply is robust this year, avoiding the shortages seen in previous years due to favorable water conditions and improved coal and water storage levels [2]. - The industrial electricity consumption, particularly from electrolytic aluminum companies, has returned to full capacity, contributing to the overall increase in electricity generation [2]. - Yunnan is expected to send 1,692 billion kilowatt-hours of electricity to Guangdong and Guangxi in 2025, an increase of 240 billion kilowatt-hours from previous years [3]. Group 2: Renewable Energy Development - In the first seven months of this year, Yunnan's industrial electricity generation reached 2,481.89 billion kilowatt-hours, with renewable energy sources surpassing thermal power to become the second-largest source of electricity after hydropower [4]. - The province has accelerated the development of renewable energy, with 86 new projects initiated, adding 6.64 million kilowatts of installed capacity, and total renewable energy capacity exceeding 40 million kilowatts [4][5]. - Yunnan's wind and solar resources are substantial, with potential wind power projects totaling 20 million kilowatts and solar power projects totaling 60 million kilowatts [5]. Group 3: Integrated Development Strategy - Yunnan is promoting an integrated development model of "wind, solar, hydropower, thermal, and storage" to enhance the stability of its electricity supply [6]. - The province has increased coal and water storage levels, ensuring that thermal power plants operate at full capacity during dry seasons, with thermal power generation increasing by 31.1% in early 2023 [6][7]. - New energy storage projects are being developed, including a storage station in Chuxiong with an annual charge and discharge capacity of 221 million kilowatt-hours [7].