深度解读丨迎峰度夏步入关键期 能源保供“资源池”扩充

Core Viewpoint - The article discusses the increasing electricity demand in China due to high temperatures, with a projected peak load increase of over 10 million kilowatts compared to last year, highlighting the need for enhanced power supply measures and innovative solutions in energy management [1][2]. Group 1: Electricity Demand and Supply - The highest electricity load during the summer is expected to increase by over 10 million kilowatts year-on-year, putting pressure on power supply [1][2]. - The current electricity supply relies heavily on thermal power, with coal supply stability being crucial for meeting industrial and residential electricity needs [1][2]. Group 2: Coal Supply and Transportation - The Hebei power plant is required to store 7,000 tons of coal daily to ensure continuous fuel supply, maintaining over 20 days of coal availability as of June 23 [2]. - In the first five months of the year, the national railway transported 845 million tons of coal, including 575 million tons of electricity coal, ensuring high levels of coal storage at power plants [2]. Group 3: Renewable Energy Growth - As of the end of May, the total installed capacity of wind and solar power has surpassed that of thermal power, with solar capacity growing by 56.9% year-on-year [3]. - The Huaneng Kubuqi New Energy Base has generated over 119 million kilowatt-hours of electricity since June, showcasing the increasing role of renewable energy in power supply [2]. Group 4: Infrastructure and Technological Innovations - National grid investment reached 204 billion yuan in the first five months, a 19.8% increase year-on-year, with 140 key projects for summer peak load expected to be completed [3]. - The application of artificial intelligence in power management is being explored to optimize grid resource allocation and improve operational efficiency [4]. Group 5: Market Mechanisms and Cross-Regional Cooperation - The establishment of a unified national electricity market and regular cross-regional green electricity trading is enhancing the optimization of electricity resources across the country [5]. - The recent cross-regional green electricity transaction involved 16.37 million kilowatt-hours, marking a significant breakthrough in inter-regional electricity trading [4][5].