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电力供应格局变了
Di Yi Cai Jing Zi Xun· 2025-08-21 04:02
Core Insights - The "West-East Power Transmission" initiative has evolved over 20 years, with Sichuan province transitioning from being an "energy exporter" to a "dual supply and demand" model, while regions like Tibet, Xinjiang, and Inner Mongolia continue to increase their electricity exports [2][4]. Group 1: Sichuan's Electricity Demand and Supply - Sichuan's maximum electricity load reached 74.19 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 59.10 million kilowatts [3]. - 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 [3]. - The province has adjusted its power grid planning post-2022 heatwave, with total installed capacity nearing 150 million kilowatts and significant enhancements to its power supply capabilities [3][4]. Group 2: Changes in Energy Development - Sichuan's energy development has shifted from a "tight balance" of electricity supply to a "dual shortage" scenario, moving from a focus on hydropower to a more integrated approach involving wind and solar energy [4]. - To address the growing electricity demand, Sichuan is actively purchasing power from outside the province, including from regions like Gansu and Hubei [4]. Group 3: Future Electricity Demand and Supply Sources - Nationally, electricity demand is expected to grow at a rate of approximately 5.6% during the 14th Five-Year Plan and around 4.3% in the subsequent plan [6]. - The introduction of new energy sources, such as hydrogen production and electric vehicles, is projected to contribute over 2.5 trillion kilowatt-hours to electricity demand over the next decade, accounting for 40% of the growth [6]. Group 4: Electricity Export Growth in Western Regions - Inner Mongolia is the largest electricity producer in China, with a projected total generation of 817.97 billion kilowatt-hours in 2024, while Xinjiang is expected to generate approximately 531.32 billion kilowatt-hours [7]. - By 2024, Inner Mongolia's electricity exports are anticipated to exceed 640 billion kilowatt-hours, and Xinjiang's exports are expected to surpass 126.4 billion kilowatt-hours, driven primarily by renewable energy sources [7]. - Tibet has also seen significant growth in electricity exports, with cumulative clean energy exports reaching 15.79 billion kilowatt-hours since 2015, generating over 4.2 billion yuan in economic benefits [8].