China Electricity Union: In the first half of the year, coal power companies still loses sharply, and the procurement cost of electric coal increased by about 200 billion yuan year -on -year.

21st Century Business Herald reporter Peng Qiang Beijing report

On July 22, the China Electric Power Enterprise Federation (hereinafter referred to as the China Electricity Union) released the "Analysis Report of the National Power Supply and demand situation in the first half of 2022", which reviewed the national power supply and demand situation in the first half of the year, and on the annual power demand for electricity The situation predicted.

CLP pointed out that as the price of electric coal continued to be at a high level, more than half of the large -scale power generation groups in the first half of the year still had more than half of the coal power companies in a loss.

In the first half of the year, the power consumption of the whole society increased by 2.9% year -on -year

According to the data provided by CLP, the total power consumption of the whole country in the first half of the year was 4.1 trillion kWh, a year -on -year increase of 2.9%; in the first and second quarters, the year -on -year growth rates of the whole society were 5.0%and 0.8%, respectively.

According to the report, the China Electric Federation stated that the growth rate of electricity consumption in the whole society in the second quarter declined significantly, mainly due to the influence of factors such as the epidemic situation in some regions in April and May. In June, with the significant relief of the epidemic, the effect of steady growth policies gradually appeared, and high -temperature weather factors overlay in many places. The city has achieved positive results.

In terms of industries, the first industrial electricity consumption in the first half of the year was 51.3 billion kilowatt -hours, a year -on -year increase of 10.3%; the electricity consumption of the second industry was 2.74 trillion kWh, a year -on -year increase of 1.3%; , Year -on -year increased 3.1%.

In terms of power production, the installed capacity of full -caliber power generation in the first half of the year was 2.44 billion kilowatts, an increase of 8.1%year -on -year; the power generation of power plants above designated size was 3.96 trillion kWh, a year -on -year increase of 0.7%. From the perspective of the classification type investment, power generation installation, growth rate of power generation, and structural changes, the power industry continues the trend of green low -carbon transformation.

The China Electric Federation predicts that, driven by the rapid development of new energy, the scale of new installations in 2022 will reach a record high. It is expected that the capacity of new power generation installations throughout the year will be about 230 million kilowatts, of which non -fossil energy power generation installations are put into production.

It is estimated that by the end of 2022, the installed capacity of the full -caliber power generation will reach about 2.6 billion kilowatts, of which non -fossil energy power generation installations will reach about 1.3 billion kilowatts, an increase of 16%year -on -year, and the proportion of total power generation installation capacity will increase to 50%. Half of the power generation installed capacity.

Electric coal companies are still losing a large area

The price trapped by electric coal is still at a high level, and coal power companies are still losing money in the first half of the year.

CSIC pointed out that since this year, the comprehensive price of electric coal purchased by coal power companies has continued to be higher than the benchmark price limit. The unit price of large -scale power generation groups has increased by 34.5%year -on -year. The purchase cost of electric coal increased an additional increase of about 200 billion yuan year -on -year.

The price of electric coal procurement has risen sharply, and the increase is much higher than that of coal -to -electricity companies' electricity sales prices, which leads to more than half of the large power generation groups in more than half of the coal power companies in a loss, and some companies have tight cash flow.

China Power Federation stated that it is necessary to ensure the balance of power supply and demand during the peak period of electricity consumption. It is recommended to increase the efficiency and digestion to ensure the reliable supply of electricity in summer, give full play to the role of cross -provincial cross -regional channels, and do a good job of demand -side management and orderly power consumption.

In terms of ensuring the stable supply of power fuels, the China Electricity Union recommends continuously increasing the total amount of coal supply, ensuring the full coverage of the long -term association of electric coal, controlling the price of electrical coal in a reasonable range, and the smooth connection of all aspects of production and transportation.

In order to support the promotion of high -quality transformation of power generation enterprises, China Electricity Union recommends supporting coal -electric enterprises from the aspects of ex -network electricity prices, fiscal finance, and carbon markets to ensure the safe supply of electricity and the orderly transformation of enterprises.

The overall balance of power supply and demand throughout the year

In the first half of this year, the country's power supply and demand was overall balance. In February, large -scale rainfall weather appeared in many places in the country, especially in the Central and Southern regions. , Jiangxi, Hunan, Sichuan, Chongqing, Shanghai, Guizhou and other places are tight in power supply and demand during the peak period of electricity.

According to CLP, there is still some uncertainty in the growth of power consumption in the second half of the year. With the further weakening of the epidemic on the economic and social impact in the second half of the year, with the appearance of the national stable growth policies and measures, especially the increase in infrastructure infrastructure, infrastructure Investment will drive high -load energy industries such as steel and building materials to rise rapidly, and superimposed the base effect of the high and low and low before 2021, and the national meteorological department for the prediction of high temperatures in the central and eastern parts of my country this summer. It is expected that the power consumption of the whole society will increase by about 7.0%year -on -year in the second half of the year, and the growth rate has increased significantly compared to the first half of the year.

It is estimated that the growth rate of the entire society in 2022 will be the lower part of the forecast range of the forecast at the beginning of the year.

According to the domestic and foreign epidemic conditions, macroeconomics, fuel supply, temperature, precipitation, and coal -electricity enterprises' continued large -scale serious losses and other factors, it will bring uncertainty to the domestic power supply and demand situation. It is expected to welcome the peak summer and welcome During the peak winter, the country's power supply and demand is generally tightened.

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