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The situation of power shortage in the five southern provinces has become more serious.
“The drought in the southwestern region has intensified, and the power supply in the five southern provinces has been in full swing.†China Southern Power Grid Corporation issued another notice on the afternoon of the 31st. The power gap in the whole network is nearly 15%, and the worst power shortage in the five southern provinces in the past five years is still growing. . Since the end of July this year, the South China Power Grid, which lacks both water and coal, has repeatedly issued power shortage warnings. Analysts pointed out that this may prompt the government to speed up the approval of a number of thermal power projects, but as long as the coal-electricity linkage mechanism has not been formed, the power shortage situation in the five southern provinces will become the norm.黔桂 is now red warning China Southern Power Grid recently “warningâ€: Guangxi and Guizhou provinces entered the red warning state of power supply, the power gap is close to 40% and 35% respectively, and Guizhou Province officially launched the drought-stricken province level on August 26. Disaster response emergency response. This is also the most “serious†power shortage notice released by China Southern Power Grid since August. At the beginning of August, China Southern Power Grid expects that the maximum power gap in the whole network in the third quarter may reach 12 million kilowatts, and the overall power shortage is more than 8%. As of August 30, China Southern Power Grid said that there were 14 days of peak load exceeding 10 million kilowatts in the whole month, and the maximum peak load reached 14.79 million kilowatts, that is, the power gap was nearly 15%. “The reason for the lower than expected coal and water supply is the main reason.†According to relevant persons from China Southern Power Grid, hydropower accounts for 30% of the power supply of the southern power grid. Since August, the water in the Hongshui River and Wujiang River Basin has nearly 90%. 80%, the current two river basins have an energy storage value of 2.5 billion kWh, a year-on-year decrease of 85%. On the other hand, due to factors such as lack of coal, poor coal quality, and overhaul of the unit, the thermal power units in the southern power grid area were severely out of service and output was limited. Guangxi, Yunnan and Guizhou respectively affected the output of 147,573 and 5.59 million kilowatts. According to a person from the China Electricity Council, the competent authorities did not actively intervene in response to the lack of coal in the five southern provinces. The electricity coal inventory of power generation enterprises did not increase significantly. After the winter dry season, the southern power gap is likely to continue to increase. Under the coal-electricity linkage, in response to the situation of hydropower relying on the sky and lack of output, Zhang Boting, deputy secretary-general of the China Hydropower Engineering Society, believes that the southern power shortage may prompt the government to increase investment in hydropower projects, thus bringing investment in large-scale hydropower projects. Investment Opportunities. He pointed out that the key reason for the lack of hydropower is that the water regulation capacity is not strong. If the dam has a strong water storage capacity, it can guarantee hydropower even if it enters the dry season. However, a brokerage researcher pointed out that since 2010, the state has accelerated the approval of large-scale hydropower projects, but the construction period of large-scale hydropower projects is 6-9 years, and it is difficult to solve the problem of hydropower station mediation capacity in the short term. To solve the power shortage situation in China Southern Power Grid, it is necessary to increase the enthusiasm of thermal power, but thermal power companies have suffered large losses due to rising coal prices. According to the economic benefits of power companies announced by China Electricity Council from January to July this year, the loss of thermal power business of the five major power generation groups reached 18.09 billion yuan in the first seven months, a year-on-year increase of 11.3 billion yuan. According to the above researcher, in response to the “electricity shortageâ€, although the competent authorities have speeded up the approval of thermal power projects, the enthusiasm of some thermal power enterprises to start construction is not high due to the loss of power generation. Lin Boqiang, director of the Xiamen University Energy Economic Research Center, also pointed out that thermal power still accounts for 70% of the electricity consumption in the five southern provinces. If the thermal power output is large, the power grid of the southern power grid will be reduced. He believes that due to the “enthusiasm†of coal purchase by power plants, the shortage of thermal coal is insufficient, and in the event of an emergency, local power shortage will result. "The five southern provinces have also joined the ranks of power shortages, which may force the competent authorities to resolve the contradiction between coal and electricity." Lin Boqiang believes that the key to alleviating the power shortage lies in rationalizing the relationship between coal, power generation and power grid, the most effective method. This is the coal-electricity linkage, that is, when the coal price rises sharply, it is coordinated by the competent department to require that each link be digested, and other policies are supplemented to compensate the performance losses of the power generation enterprise. As a result, the problem of shortage of power supply can be effectively alleviated.