中央党报，经济大报。主流，权威，公信力。 以下文章来源于经济日报 ，作者王轶辰 经济日报 . 7月4日，全国最大电力负荷达到14.65亿千瓦。这个数字，比去年同期高出1.5亿千瓦，较今年6月 底上升2亿千瓦，相当于同时点亮146.5亿盏100瓦的灯泡。面对用电负荷大幅攀升的挑战，目前全 国电力供应总体平稳有序，不仅人民群众清凉度夏电力需求得到保障，经济社会高质量发展用电也 获得强力支撑。电力迎峰度夏大考背后，藏着什么保供密码？ 高温是电力需求增长的首要推手。入夏以来，全国多地出现高温闷热天气，江苏、安徽、山东、河 南、湖北等省份电网负荷创历史新高。炎炎烈日下，空调制冷负荷成为拉动电力负荷攀升的"主力 军"。这种因高温催生的用电需求具有刚性，只要高温持续，制冷用电就必不可少，给电力供应带 来严峻挑战。据中国气象局预测，未来一段时间，黄淮、江汉、江南等地将出现持续性高温天气， 预计华东、华中地区电力负荷还将不断攀升，带动全国电力负荷持续增长。峰值负荷的不确定性加 大了保供难度。 经济热度是深层次原因。今年以来，我国经济顶住外部压力实现良好开局，生产供给较快增长，新 质生产力加快培育，服务业消费持续释放。数据中心的 ...

Core Insights - The article highlights the efforts of Jidian Co. employees in ensuring energy supply during extreme heat waves, emphasizing their dedication and practical solutions to operational challenges [1][3][5] Group 1: Operational Challenges - The company is facing unprecedented challenges due to high electricity demand and extreme temperatures, necessitating a systematic approach to fuel, equipment, and personnel management [1] - Employees are conducting regular inspections of coal piles to ensure optimal conditions for power generation, adapting daily coal supply plans to meet varying fuel types and quality [1] Group 2: Employee Initiatives - Employees are implementing measures to maintain equipment functionality under high temperatures, such as installing air conditioning in control rooms and providing cooling drinks to staff [3] - A dedicated cleaning team was formed to remove dust from inverters at the Zhangye photovoltaic power station, significantly improving cooling efficiency and reducing operational risks [5][7] Group 3: Innovative Solutions - The company has introduced a cost-effective shading solution for inverters to prevent overheating, which has led to improved power generation efficiency [7] - The successful implementation of shading nets in the first batch of photovoltaic stations has prompted plans for further expansion to cover all relevant sites [7]

Core Viewpoint - The China Coal Industry Association reports that coal production in the first five months reached 1.99 billion tons, providing strong support for energy supply during peak summer demand [1] Production Data - In May, the national coal output from large-scale enterprises was 400 million tons, representing a year-on-year increase of 4.2% [1] - The average daily production in May was 13.01 million tons, marking a historical high for the same period and a month-on-month increase of 0.2% compared to April [1] Future Projections - The association anticipates a 5% increase in domestic coal production for the entire year, driven by the continued release of advanced production capacity in provinces such as Shanxi, Shaanxi, Inner Mongolia, and Xinjiang [1] - An analysis of coal consumption trends in major industries indicates that electricity coal consumption will maintain moderate growth, while coal consumption in the steel and building materials sectors is expected to slightly decline [1] - The chemical industry is projected to see a moderate increase in coal consumption, with an overall expected growth in coal demand of approximately 1.5% for the year [1]

Group 1 - The peak electricity load in Southern Power Grid reached 240 million kilowatts, a year-on-year increase of 6.1%, and is expected to reach 270 million kilowatts during the summer peak period [1] - The State-owned Assets Supervision and Administration Commission (SASAC) has mandated state-owned enterprises to ensure energy supply stability through various measures, including the construction of thermal power projects and enhancing grid safety [1] - National Grid's 140 key summer peak projects have been completed, with a total investment of 30.3 billion yuan, adding 5,006 megavolt-amperes (MVA) of transformer capacity and increasing supply capacity by over 30 million kilowatts [2] Group 2 - The National Energy Group reported a power generation of 102.58 billion kilowatt-hours in June, a year-on-year increase of 1.6%, with various energy sources contributing to the supply [2] - The coal supply is critical for energy security, with the National Energy Group's coal sales achieving record levels, optimizing resource allocation, and expanding logistics channels to ensure coal supply [3][4] - Southern Power Grid has implemented measures to enhance energy supply efficiency, including early deployment of power supply measures and promoting renewable energy integration [5] Group 3 - China General Nuclear Power Group has increased inspection efforts to ensure stable operation of nuclear and renewable energy facilities, with a focus on risk management and equipment reliability [6] - The Three Gorges Group has successfully completed reservoir management tasks and maintenance work, ensuring optimal operation of hydropower stations during the summer [6]

Group 1 - The core viewpoint of the articles highlights that the company, Guoneng Juneng Group, has successfully produced 31.49 million tons of commodity coal by June 30, exceeding the annual production plan by 746,000 tons, indicating a steady and positive operational trend [1] - The coal market has been complex and variable in the first half of the year, but the company has effectively implemented national energy supply policies and summer peak arrangements, playing a crucial role in coal production [1] - The company achieved record production levels, with March's integrated coal loading reaching the highest monthly volume in history, and both March and May seeing the highest commodity coal production for those months historically [1] Group 2 - The company prioritizes safety in all operations, continuously strengthening management foundations and advancing the implementation of safety management systems [2] - A comprehensive revision of safety management regulations has been undertaken, alongside the enhancement of supporting implementation details, utilizing a digital platform for safety management to ensure a closed-loop for hazard management [2] - The company has established a multi-layered safety control network for high-risk operations, focusing on monitoring and ensuring compliance in high-risk work environments [2]

Economic Outlook - The external environment for China's economy is increasingly complex and uncertain, but the overall economic operation remains stable due to proactive macro policies and measures to stabilize employment and promote high-quality development [2][3] - International investment banks have raised their economic forecasts for China despite global economic growth predictions being downgraded by organizations like the World Bank and OECD [3] Economic Performance - In May, the industrial added value for large enterprises grew by 5.8% year-on-year, while the service production index increased by 6.2%, reflecting a stable growth in industrial and service sectors [2] - Retail sales of consumer goods rose by 6.4% year-on-year in May, marking the highest growth rate in 2024, and fixed asset investment showed steady growth with manufacturing investment increasing by 8.5% [2] Employment and Social Welfare - The "Work for Relief" program aims to enhance employment and income for key groups, with a central investment of 16.5 billion yuan allocated to support over 3,900 projects, potentially benefiting 380,000 individuals [4] - The program will expand its scope to include small infrastructure projects in rural areas, providing more job opportunities close to home [4] Energy Supply and Demand - The peak electricity load during the summer is expected to increase by approximately 10 million kilowatts compared to last year, prompting measures to enhance energy supply capabilities [7] - As of the end of May, the total installed power generation capacity reached 3.61 billion kilowatts, a year-on-year increase of 18.8%, ensuring a more efficient power transmission [7] - The overall power supply and demand situation is better than last year, with coordinated efforts to ensure energy supply during high-temperature periods [7][8]

Economic Overview - The overall economic operation is stable, with a focus on maintaining progress while seeking stability amid a complex external environment [2] - In May, the industrial added value increased by 5.8% year-on-year, and the service production index grew by 6.2%, reflecting a slight improvement from the previous month [2] - Social retail sales in May rose by 6.4%, marking the highest growth rate in 2024, while fixed asset investment showed steady growth, with manufacturing investment up by 8.5% [2] Policy Implementation - The "Two New" policies are being actively implemented, with significant funding allocated for equipment updates and consumer goods replacement programs [3] - A total of 200 billion yuan has been allocated for long-term special government bond support for equipment updates, with the first batch of approximately 173 billion yuan already distributed across 7,500 projects [3] - The sales of goods related to the old-for-new consumer program exceeded 1.4 trillion yuan this year, indicating the effectiveness of the policy [3] Employment and Investment - The government has initiated a new action plan to promote employment and income for key groups through labor-intensive projects, with 16.5 billion yuan allocated for 3,900 projects expected to create jobs for 380,000 people [4] - The proportion of labor remuneration in central project funding has been increased from over 30% to 40%, enhancing support for local employment [4][5] Energy Supply - The national power supply and demand balance is generally secure, with an expected increase of about 10 million kilowatts in peak electricity load this summer [6] - The government is taking measures to enhance energy supply capabilities and has coordinated efforts to ensure stable production and supply of coal and natural gas [6]

Core Viewpoint - China Shenhua Energy Co., Ltd. has announced its "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan for 2025, aiming to enhance company quality and investment value while ensuring sustainable development and maximizing shareholder interests [1][2]. Group 1: 2024 Performance - The company achieved a revenue of 338.375 billion yuan and a net profit attributable to shareholders of 58.671 billion yuan in 2024, with a cash flow from operating activities of 76.5% of net profit [2]. - The company's stock price outperformed the industry and market indices, reaching a market capitalization of 822.1 billion yuan by year-end [2]. Group 2: 2025 Work Goals - The main operational targets for 2025 include a coal production of 334.8 million tons, coal sales of 465.9 million tons, and electricity generation of 227.1 billion kilowatt-hours, with a capital expenditure plan of 41.793 billion yuan [2][3]. Group 3: Key Measures - The company will enhance energy supply responsibilities and ensure stable production through safety measures and optimized transportation networks [3]. - It aims to maintain sustainable development by promoting clean and low-carbon development in traditional energy industries and exploring new future industries [3]. - Internal cost control will be emphasized to improve operational quality and profitability, alongside strengthening financial management systems [3][5]. Group 4: Shareholder Return Policy - The company plans to maintain a consistent profit distribution policy, ensuring that cash dividends for 2025-2027 will be no less than 65% of the annual net profit attributable to shareholders [5]. Group 5: Capital Operations - The company will leverage its platform for capital operations, focusing on mergers and acquisitions, and will utilize share buybacks to support strategic implementation and high-quality development [5]. Group 6: Governance and ESG - The company will enhance governance structures and integrate ESG considerations into its strategic framework, focusing on climate change and biodiversity [6]. - It will improve information disclosure and investor relations to ensure accurate market positioning and valuation [6].

Core Viewpoint - The energy companies in Liaoning are implementing multiple measures to ensure power supply stability during the peak summer demand period, focusing on a diverse energy mix including coal, wind, solar, hydro, and nuclear power [1][3]. Group 1: Coal Supply - Coal is identified as the "ballast" for stable electricity supply, with major thermal power plants in Liaoning currently holding a coal inventory of 6 million tons [1]. - Liaoning Shenmei Hongyang Thermal Power Company has a coal stock of 150,000 tons, which can sustain operations for approximately 20 days at 80% load [1]. Group 2: Renewable Energy Contribution - The installed capacity of clean energy in Liaoning has reached 48.6497 million kilowatts, accounting for 55.55% of the total capacity [3]. - In the first five months of the year, the power generation from clean energy reached 54.297 billion kilowatt-hours, representing 53.47% of the total generation, indicating a significant role for renewable energy during the peak summer demand [3]. Group 3: Operational Challenges and Management - The upcoming period will see a combination of flood prevention, peak production, and rapid growth in electricity demand, leading to heavy operational loads and increased safety management pressures [3]. - The State Grid Liaoning Electric Power Company has achieved a power supply reliability rate of over 99% and is enhancing monitoring and maintenance strategies to reduce average outage duration [4]. - The Northeast Power Company is focusing on refined operational management and safety improvements to ensure readiness for peak demand and to meet dispatch requirements [4].

Core Viewpoint - Since June, Daqin Railway has been operating over 90 pairs of heavy-duty trains daily, with daily coal transportation exceeding 1.1 million tons, indicating a strong focus on energy supply during the peak summer season [1] Group 1: Operational Efficiency - Daqin Railway is actively enhancing operational efficiency by optimizing train loading and scheduling processes to ensure maximum capacity utilization [1] - The railway is committed to maintaining a smooth and efficient transportation process throughout the entire logistics chain [1] Group 2: Coordination with Stakeholders - The railway has strengthened communication and coordination with coal mining and power generation companies to stay updated on coal production dynamics and electricity demand [1] - This proactive approach allows for precise allocation of transportation resources to meet the coal supply needs of power plants [1]