Core Viewpoint - The article discusses the challenges and strategies for ensuring stable energy supply during the peak winter season in China, particularly in light of recent cold weather and increased electricity demand as the Spring Festival approaches [1]. Group 1: Energy Supply Challenges - Since the beginning of winter, multiple regions in China, including North China, Northwest, and Northeast, have experienced record-high electricity loads, with the maximum load surpassing 1.433 billion kilowatts on January 21 [1][3]. - The combination of frequent cold weather and the upcoming Spring Festival has created dual pressure on energy supply, termed "cold wave impact + holiday load" [1][3]. Group 2: Energy Supply Assurance Measures - The National Energy Administration has proposed four key measures to ensure stable energy supply during the winter peak: 1. Implementing tailored strategies for each province to optimize power grid arrangements and enhance inter-provincial support [4]. 2. Closely monitoring weather and load changes, particularly in vulnerable areas, to provide necessary support [4]. 3. Conducting safety inspections for major users to ensure smooth operation of clean heating in northern regions [4]. 4. Strengthening regulation of residential electricity and the electricity spot market to guide power generation companies [4]. Group 3: Fuel Supply Status - Coal production remains high, with national coal inventory at 220 million tons as of January 27, sufficient for 26 days of use, and coal prices stable [6]. - In the oil and gas sector, while domestic refined oil production is projected to decrease by 2.4% to 414 million tons in 2025, overall demand remains weak, leading to a 2.9% decline in consumption to 378 million tons [6]. - Natural gas supply is also robust, with cumulative consumption reaching 1,195.2 billion cubic meters, a 4.6% increase year-on-year, supported by stable domestic and imported gas supplies [6]. Group 4: Ongoing Monitoring and Coordination - The National Energy Administration is committed to enhancing monitoring and coordination efforts during this critical winter peak period, particularly in response to adverse weather conditions [7].
全国用电负荷连创历史新高,国家能源局四招保供
第一财经·2026-01-30 10:40