电力负荷屡创新高，中电联详解原因

Core Viewpoint - The article discusses the stable recovery of electricity consumption in China during the first half of the year, driven by economic growth and various policies, with expectations for continued growth in the second half of the year and beyond [1][2][3]. Group 1: Electricity Consumption Trends - National electricity consumption reached 4.84 trillion kilowatt-hours in the first half of the year, a year-on-year increase of 3.7%, with a growth rate of 2.5% in Q1 and 4.9% in Q2 [1][2]. - The second industry showed a gradual recovery in electricity consumption, with high-tech and equipment manufacturing sectors performing better than the average manufacturing growth rate by 1.7 percentage points [2]. - The third industry saw a significant increase in electricity consumption, with a year-on-year growth of 7.1% in the first half and 9.0% in Q2, driven by policies promoting new energy vehicles and infrastructure [3]. Group 2: Power Supply and Demand Balance - The summer of this year has seen rapid growth in electricity load, with record highs in multiple regions, peaking at 1.508 billion kilowatts, an increase of 0.57 million kilowatts from last year [4]. - The overall power supply and demand are expected to remain balanced during the peak summer period, although some regions may experience short-term supply tightness [4]. Group 3: New Energy Development - The construction of a new power system is being accelerated under the "dual carbon" goals, with significant growth in renewable energy sources [5][6]. - In the first half of the year, the total installed capacity of power generation reached 3.65 billion kilowatts, a year-on-year increase of 18.7%, with wind and solar power accounting for nearly 90% of new installations [6]. Group 4: Opportunities and Challenges in the 14th Five-Year Plan - The "14th Five-Year Plan" period is crucial for advancing modernization, with increasing electricity demand driven by economic growth and the development of new industries [8][9]. - The transition to clean energy is creating challenges in integrating high proportions of renewable energy into the grid, necessitating improvements in system regulation capabilities [8][9].