中国今年供暖季全国最高用电负荷预计将创历史新高

Core Insights - The highest electricity load in China during the heating season is expected to reach a historical high, alongside peak daily gas consumption, but overall energy supply and demand remain balanced [1][2] Group 1: Demand Factors - The heating season is anticipated to have a longer duration and higher peak energy demand due to the later date of the 2026 Spring Festival, resulting in an extended peak period of over two months [1] - Meteorological forecasts and the current energy operation status in China suggest that both the highest electricity load and peak daily gas consumption will set new records for the heating season [1] Group 2: Supply Factors - National energy supply is currently sufficient, with industrial coal and natural gas production increasing by 1.5% and 6.3% year-on-year, respectively, from January to October [1] - As of the end of October, the total installed power generation capacity reached 3.75 billion kilowatts, an increase of 560 million kilowatts compared to the same period last year [1] - The government has organized long-term contracts for electricity coal and natural gas to ensure adequate and stable supply during critical periods, with coal reserves at power plants exceeding 230 million tons, providing approximately 35 days of supply [1] Group 3: Infrastructure Development - The National Development and Reform Commission is promoting the construction of transmission and storage infrastructure to enhance the grid's ability to balance supply and demand, with cross-regional transmission capacity reaching 15.1 million kilowatts, equivalent to 10% of the national peak electricity load [2] - The capacity for natural gas storage and peak shaving has been continuously strengthened, with underground storage facilities currently at relatively high inventory levels [2]