2026.01. 30 本文字数：1224，阅读时长大约3分钟 作者 | 第一财 经 郭霁莹 1月以来，全国经历多轮阶段性强寒潮天气，"冷暖转换"频繁导致用电负荷多次突破历史度冬负荷极 值。随着春节假期临近，国内迎峰度冬能源保供迎来关键时期。 国家能源局电力司副司长刘明阳1月30日介绍，入冬以来，华北、西北、东北3个区域电网，和新 疆、西藏等14个省级电网负荷累计86次创历史新高。另外，受大范围寒潮天气影响，1月19日至21 日，全国最大电力负荷连续三天创冬季新高，首次突破14亿千瓦，1月21日最高达14.33亿千瓦。 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 为确保迎峰度冬全国能源电力平稳有序供应，国家能源局给出四点保供方案：在责任落实上，推 行"一省一策"细化落实各项措施，优化电网方式安排并强化省间余缺互济；监测预警方面，密切跟踪 天气、负荷与供需形势变化，对线路台 ...

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Core Viewpoint - The article emphasizes the importance of ensuring energy supply during the winter season, highlighting various measures taken across regions to secure energy resources and maintain stable supply for residents' heating needs [1][5]. Group 1: Energy Supply Measures - Various regions are increasing energy reserves, improving transportation lines, and enhancing adjustment capabilities to ensure energy supply during the winter [1]. - The total installed power generation capacity in the country reached 3.75 billion kilowatts by the end of October, an increase of 560 million kilowatts compared to the same period last year [1]. - As of November 26, the national regulated power plants had over 230 million tons of coal available, sufficient for approximately 35 days of use [1]. Group 2: Technological Innovations - In Shandong, the "Warm Nuclear No. 1" project utilizes a "dual-machine series large temperature difference" heating technology, which has saved approximately 1.29 million tons of raw coal and reduced carbon dioxide emissions by 2.36 million tons over six heating seasons [2]. - The natural gas surplus pressure power generation project in Jiangsu converts excess pressure from gas pipelines into mechanical energy, generating about 3 million kilowatt-hours of clean electricity annually, equivalent to reducing over 2,000 tons of carbon dioxide emissions [2]. Group 3: Preparedness for Winter Weather - Energy companies are conducting preemptive maintenance and developing emergency plans to ensure the safe and stable operation of equipment during winter cold waves [3]. - In Henan, a solar power station is monitoring environmental conditions to optimize energy production and ensure reliability during peak demand periods [3]. - A Beijing power supply company has implemented a comprehensive safety inspection system for heating electricity, including proactive household visits to identify potential hazards [3]. Group 4: Future Energy Demand and Recommendations - Experts predict that this year's heating season will experience longer durations and higher peak energy demands, potentially setting historical records for maximum electricity load and peak gas consumption [4]. - Recommendations include supporting coal and oil companies to expand resource reserves and encouraging the construction of green and intelligent energy facilities to enhance production capacity [4].

Core Viewpoint - The National Energy Administration emphasizes the importance of ensuring energy supply during the winter heating season, implementing various measures to secure stable energy supply for the public [1] Energy Supply Measures - The National Energy Administration will focus on collaborative efforts across generation, grid, load, and storage to maintain the safety of the power grid and ensure electricity for people's livelihoods [1] - A proactive approach will be taken to assess potential challenges during the winter, with tailored strategies for key regions to ensure energy supply [2] - Fuel supply will be strengthened by accelerating the construction and production of supportive power sources, enhancing the flexibility of the power system, and ensuring stable and quality coal supply [2][3] Coal Supply Situation - From January to September, the national raw coal production reached 3.57 billion tons, a year-on-year increase of 2%, with daily coal dispatch levels remaining above 12 million tons since October [3] - As of October 29, coal stock at national regulated power plants was 220 million tons, sufficient for 35 days, indicating a solid foundation for coal supply during the winter [3] Natural Gas Supply Outlook - The natural gas supply is expected to remain stable, with domestic production projected to increase by over 10 billion cubic meters for the ninth consecutive year [3] - Key pipeline projects are on schedule, enhancing the flexibility and peak supply capacity of the national gas network, with underground gas storage exceeding annual injection targets [3] Public Energy Regulation - The National Energy Administration has deployed measures to strengthen the regulation of energy supply for public use, focusing on monitoring and early warning systems to ensure the public's warmth during winter [4]

Core Viewpoint - The meeting emphasized the significant achievements in energy regulation during the third quarter, highlighting the effective supply of energy during peak summer and the promotion of electricity market construction and order regulation [2][3]. Group 1: Regulatory Achievements - The regulatory work has effectively ensured stable energy supply during peak summer, facilitated the construction of the electricity market, and accelerated the implementation of major energy plans and policies [2]. - Innovations in regulatory mechanisms have made breakthroughs, laying a solid foundation for achieving annual goals [2]. Group 2: Upcoming Focus Areas - Energy regulatory agencies are urged to enhance energy supply monitoring and regulation for the upcoming winter, focusing on demand forecasting and addressing public energy needs [3]. - The construction of a unified national electricity market is a priority, with efforts to improve market rules and ensure continuous operation of provincial spot markets [3]. - There is a call for comprehensive supervision in the electricity sector, including addressing issues related to frequent power outages and improving customer service levels [3]. Group 3: Policy Communication - The meeting included presentations from various departments, including the National Development and Reform Commission, discussing relevant policy documents and regulatory updates [4].