电力供应格局变了

Core Viewpoint - The article discusses the transformation of China's electricity supply landscape, particularly focusing on the "West-East Power Transmission" project, highlighting the shift in energy dynamics in regions like Sichuan, Tibet, Xinjiang, and Inner Mongolia over the past 20 years [3]. Group 1: Sichuan's Electricity Demand - Sichuan's maximum electricity load reached 74.186 million kilowatts, marking a 7% increase from last year's peak load of 69.29 million kilowatts and a 25.5% increase from the 2022 summer peak of 59.1 million kilowatts [5]. - Since the 14th Five-Year Plan, Sichuan's electricity load and consumption have grown by over 47% and 40% respectively, supporting the province's GDP growth, which ranks fifth nationally [6]. - The province's energy development has shifted from a "tight balance" to a "dual shortage" scenario, necessitating increased electricity imports from other provinces [6][7]. Group 2: Electricity Supply from Western Regions - The electricity export from Inner Mongolia and Xinjiang has significantly increased, with Inner Mongolia's total power generation reaching 817.97 billion kilowatt-hours in 2024, accounting for 8.69% of the national total [11]. - Xinjiang's electricity export volume exceeded 126.4 billion kilowatt-hours in 2024, marking a historical high, with renewable energy generation being a major contributor [11]. - The development of large-scale renewable energy projects in Inner Mongolia aims to add 40 million kilowatts of new energy capacity and exceed 100 billion kilowatt-hours in electricity exports [12]. Group 3: Future Electricity Demand and Supply - Nationally, electricity demand is expected to grow at a rate of approximately 5.6% during the 14th Five-Year Plan and 4.3% during the 16th Five-Year Plan, driven by factors such as energy transition and technological advancements [9]. - The anticipated increase in electricity demand will be supported by new industries driven by electric power, which are expected to contribute over 2.5 trillion kilowatt-hours to the national electricity consumption [9]. - The article emphasizes the need for a balanced approach to energy supply and demand, addressing challenges such as energy security and the integration of energy systems [7].