用电量屡创新高 我国电力保供的底气从何而来

Group 1: Electricity Supply Challenges - In 2026, national electricity load reached a winter peak of 1.417 billion kilowatts, marking the first time it surpassed 1.4 billion kilowatts [1] - Winter electricity supply faces unique challenges compared to summer, including water scarcity affecting hydropower, weather impacts on wind and solar energy, and natural disasters like freezing conditions [1] - Despite a lower winter peak load compared to summer, the pressure for stable electricity supply remains significant [1] Group 2: Regional Supply Strategies - Due to the vast geographical differences and varying energy resources across provinces, tailored electricity supply strategies are necessary, leading to the implementation of "one province, one policy" measures [1] Group 3: Electricity Supply Confidence - The confidence in electricity supply stems from significant advancements in power generation capacity and a robust grid infrastructure, including ultra-high voltage transmission systems [2] - Continuous improvements in local distribution networks and the rapid development of microgrids contribute to the reliability of electricity supply [2] Group 4: Energy Structure Trends - Coal power remains a dominant energy source in the short to medium term, despite a gradual decrease in its proportion, supported by the growth of wind and solar energy [3] - The utilization hours of coal power are projected to decrease from 5,500 hours to around 4,400 hours by 2024, with wind and solar contributing approximately 18% of electricity generation [3] Group 5: Role of Electricity in AI Development - The importance of electricity is underscored in the context of AI development, as sufficient energy supply is crucial for supporting AI technologies [4] - The U.S. faces challenges in electricity manufacturing and grid infrastructure, while other countries leverage their manufacturing advantages and robust energy supply to support AI applications [4]