? ? ? ? ? ? ? ? ? ? ? ? ? ? ? source: China Electric Union Statistics and Data CenterRelease time: 2024-04-24 16: 50: 05

? ? ?The first quarter, , , and "Four revolutions, A cooperation" New strategy for energy security, Implement the CPC Central Committee, Decision making and deployment of The State Council, Promote the spirit of electricity, Withstood periods of extreme cold, Rain, snow, freezing and other trials, It provides a strong power guarantee for economic and social development and a better life for the people. The national electricity supply is safe and stable, Electricity consumption is stable and improving, Overall balance of electricity supply and demand, The transformation of electricity into green and low-carbon power continued.

　　one, 2024 National electricity supply and demand in the first quarter of the year

　　 (one) Electricity consumption demand

　　The first quarter, Electricity consumption of the whole society 2. 34 Trillion kilowatt-hours, Year-on-year growth 9. 8%, The growth rate was basically the same as in the fourth quarter of last year. among, 1-2 month, 3 The electricity consumption of the whole society increased year on year respectively 11. 0%and 7. 4%. 2 The monthly temperature is obviously low, Leap year factor, The low base of the same period last year is an important reason for the double-digit growth of electricity consumption in the first two months.

　　First, electricity consumption in the primary industry continued to grow rapidly. The first quarter, Electricity consumption in primary industry 289 Hundreds of millions of kilowatt-hours, The proportion of electricity consumption in the whole society is 1. 2%; Electricity consumption increased year-on-year 9. 7%, Continued the rapid growth momentum in recent years, The electrification of agriculture, forestry, animal husbandry and fisheries continued to improve. The first quarter, Fishery industry, Animal husbandry, Agricultural electricity consumption increased respectively year on year 16. 0%, 11. 1%, 6. 4%.

　　Second, electricity consumption in the secondary industry grew rapidly, In the manufacturing industry, high-tech and equipment manufacturing industry led the growth rate of electricity consumption. The first quarter, Electricity consumption of secondary industry 1. 51 Trillion kilowatt-hours, Year-on-year growth 8. 0%, The proportion of electricity consumption in the whole society is 64. 4%, The contribution rate to the growth of electricity consumption in the whole society is 53. 8%. Manufacturing electricity consumption increased year on year 7. 3%, Look by category, High-tech and equipment manufacturing industryElectricity consumption increased year-on-year 14. 5%, The growth rate is higher than the average growth level of the manufacturing industry in the same period 7. 1 Percentage point, The manufacturing industry continues to transform and upgrade, We will accelerate the formation of new quality productive forces. Electricity consumption in the electrical machinery and equipment manufacturing industry increased year-on-year 29. 6%, among, The electricity consumption of photovoltaic equipment and components manufacturing industry increased significantly year-on-year 69. 4%; The electricity consumption of new energy vehicle manufacturing increased year-on-year 15. 3%; computer/Communications and other electronic equipment manufacturing, Instrumentation manufacturing industry, The electricity consumption of pharmaceutical manufacturing and other industries grew faster than 10%. Consumer goods manufacturingElectricity consumption increased year-on-year 10. 3%. among, Furniture manufacturing industry, Culture and education/Fine workmanship/Sports and recreational goods manufacturing, Food manufacturing industry, Paper and paper products industry, Textile and garment/Garment industry, Leather/fur/Feathers and their products and footwear, Textile industry, Printing and recording media reproduction industry 8 Industry electricity consumption growth rate reached or exceeded 10%. Four high-load energy industriesElectricity consumption increased year-on-year 3. 4%. among, The electricity consumption of ferrous metal smelting and rolling processing industry decreased year-on-year 1. 6%; Non-metallic mineral products industry electricity consumption increased year-on-year 3. 7%, among, Electricity consumption for cement manufacturing fell year-on-year 11. 9%. Other manufacturing industriesElectricity consumption increased year-on-year 10. 2%, Among them, the electricity consumption of chemical fiber manufacturing industry leads the growth rate, Year-on-year growth 16. 1%.

　　Third, the power consumption of the tertiary industry continued to grow rapidly. The first quarter, Electricity consumption of tertiary industry 4235 Hundreds of millions of kilowatt-hours, Year-on-year growth 14. 3%, The proportion of electricity consumption in the whole society is 18. 1%, The contribution rate to the growth of electricity consumption in the whole society is 25. 5%. The first quarter, Wholesale and retail trade (22. 0%) , Leasing and business services (19. 6%) , Accommodation and catering (17. 4%) The growth rate of electricity consumption exceeds 15%. Electric vehicles are developing rapidly, Driving the electricity consumption of the charging and replacing service industry increased year-on-year 70. 1%. On the mobile Internet, Big data, Driven by the rapid development of cloud computing, Electricity consumption for Internet data services increased year-on-year in the first quarter 33. 4%.

　　Fourth, domestic electricity consumption of urban and rural residents increased rapidly. The first quarter, Electricity consumption of urban and rural residents 3794 Hundreds of millions of kilowatt-hours, Year-on-year growth 12. 0%, The growth rate is significantly higher than the first quarter of last year and the fourth quarter of last year; The proportion of electricity consumption in the whole society is 16. 2%, The contribution rate to the growth of electricity consumption in the whole society is 19. 5%. 2 month, The national average temperature was lower than the same period last year 2. 1℃, Promote the rapid growth of heating electricity, Household electricity consumption increased year-on-year in that month 24. 0%.

　　Fifth, all provinces in the country have a positive growth in electricity consumption, In the east, The western region leads in electricity consumption growth. The first quarter, In the east, In the, The electricity consumption of the whole society in the western and northeast regions increased respectively year-on-year 10. 0%, 9. 0%, 10. 4%and 5. 9%. All the provinces in the country in the first quarter of the whole society electricity consumption is positive growth, among, Xinjiang (17. 7%) , Xizang (16. 8%) , Anhui (Province) (15. 2%) 3 The year-on-year growth rate of provinces exceeded 15%; Hainan (Province) , Inner Mongolia, Kwangtung, Zhejiang (Province) , Fujian (Province) , Jiangsu (Province) , Guizhou's year-on-year growth rate of electricity consumption exceeded 10%.

　　 (two) Electricity production and supply

　　Up to 2024 years 3 End of month, National full-caliber power generation capacity 29. 9 gigawatt, Year-on-year growth 14. 5%; among, The proportion of non-fossil energy power generation capacity in the total installed capacity reached 54. 8%. From the type of investment, Power generation installed growth rate and structural changes, The green and low-carbon transformation of the power sector has achieved remarkable results.

　　First, investment in electricity has maintained rapid growth. The first quarter, National key survey enterprises completed investment total 2131 Hundred million yuan, Year-on-year growth 10. 1%. Look by type, Power completion investment 1365 Hundred million yuan, Year-on-year growth 7. 7%, Among them, the proportion of non-fossil energy power generation investment in power investment is 86. 1%. Grid completion investment 766 Hundred million yuan, Year-on-year growth 14. 7%, among, Direct current project investment increased year-on-year 30. 4%; Investment in exchange projects increased year-on-year 9. 7%.

　　Second, the new installed capacity of non-fossil energy power generation accounted for 90% of the total new installed capacity. The first quarter, Installed power generation capacity was increased nationwide 6943 megawatt, over-production 1342 megawatt; among, New non-fossil energy power generation capacity 6376 megawatt, The proportion of the total installed capacity of new power generation is 91. 8%. Up to 3 End of month, National full-caliber power generation capacity 29. 9 gigawatt; among, Installed capacity of non-fossil energy power generation 16. 4 gigawatt, Year-on-year growth 24. 8%, The proportion of total installed capacity is 54. 8%, That's up from a year ago 4. 5 Percentage point, Higher than the end of last year 0. 9 Percentage point, The installed power capacity continues the trend of green and low-carbon development. Look by type, Water and electricity 4. 2 gigawatt, Among them, pumped storage 5254 megawatt; Nuclear power 5691 megawatt; Grid-connected wind power 4. 6 gigawatt, among, Onshore wind power 4. 2 gigawatt, Offshore wind power 3803 megawatt; Grid-connected solar power generation 6. 6 gigawatt. The total installed capacity of grid-connected wind and solar power generation in China is 3 End of month 11. 2 gigawatt, Year-on-year growth 39. 3%, The proportion of total installed capacity is 37. 3%, That's up from a year ago 6. 6 Percentage point, Higher than the end of last year 1. 3 Percentage point. Thermal power 14. 0 gigawatt, Medium coal power 11. 7 gigawatt, The proportion of total installed power generation capacity is 39. 0%, Year-on-year decrease 4. 2 Percentage point.

　　Third, non-fossil energy generation increased rapidly. The first quarter, National industrial power generation above designated size 2. 24 Trillion kilowatt-hours, Year-on-year growth 6. 7%. among, Thermal power plants above designated size, Water and electricity, Nuclear power generation increased year on year 6. 6%, 2. 2%and 0. 6%. Full-caliber non-fossil energy generation increased year-on-year 13. 8%, The proportion of total power generation is 35. 0%, Year-on-year increase 1. 4 Percentage point; Full-caliber non-fossil energy generation increased year-on-year 991 Hundreds of millions of kilowatt-hours, Accounted for the first quarter of the total social electricity consumption increase 47. 6%. Coal power generation accounts for nearly 60% of total power generation, Coal power is still the main power supply in our country, The peak of electricity consumption in the winter peak, Hydropower output is depressed in the period of superimposed low water, Coal power has played a full role in guaranteeing supply, It has provided strong support for the rapid growth of electricity consumption.

　　Fourth, thermal power, The utilization hours of hydropower generation equipment increased year-on-year. The first quarter, The whole country 6000 Hours of utilization of power generation equipment in power plants with kilowatts and above 844 Hour (s) , Year-on-year decrease 24 Hour (s) . Look by type, Water and electricity 555 Hour (s) , Year-on-year increase 11 Hour (s) . Thermal power 1128 Hour (s) , Year-on-year increase 31 Hour (s) ; among, Coal power 1192 Hour (s) , Year-on-year increase 34 Hour (s) ; pneumoelectric 581 Hour (s) , Year-on-year increase 31 Hour (s) . Nuclear power 1828 Hour (s) , Year-on-year decrease 36 Hour (s) . Grid-connected wind power 596 Hour (s) , Year-on-year decrease 19 Hour (s) . Grid-connected solar power generation 279 Hour (s) , Year-on-year decrease 24 Hour (s) .

　　Fifth, cross-district, Inter-provincial electricity transmission increased year-on-year. The first quarter, National addition 220 Kv and above transmission line length 5402 kilometre, Less production year on year 208 kilometre; new 220 Kilovolt and above substation equipment capacity (communication) 3878 Ten thousand kVA, Less production year on year 395 Ten thousand kVA. The first quarter, The country completed cross-district electricity transmission 1952 Hundreds of millions of kilowatt-hours, Year-on-year growth 3. 7%, Which northwest power supply 777 Hundreds of millions of kilowatt-hours, Year-on-year growth 11. 2%, Accounts for the country's cross-regional power supply 39. 8%. The first quarter, Cross-provincial electricity transmission has been completed nationwide 4210 Hundreds of millions of kilowatt-hours, Year-on-year growth 4. 8%, among, Inner Mongolia, Shanxi's output power scale is more than 400 Hundreds of millions of kilowatt-hours, Separate year-on-year growth 13. 7%and 7. 1%.

　　 (three) National electricity supply and demand

　　The overall balance of electricity supply and demand in the first quarter. Enterprises in the power industry go all out to ensure electricity, warmth and supply, The national power system operated safely and stably. 1 A wide range of cold wave weather occurred in some parts of the country in October, Many places have seen significant cooling, The electricity load is increasing rapidly, North China, East China, Some provinces in the South and other regions have tight power supply during peak hours, Through the source network load and storage synergistic power, Secure the bottom line of people's livelihood electricity safety.

　　two, National electricity supply and demand situation forecast

　　 (one) Electricity consumption forecast

　　predict 2024 Annual maximum electricity load ratio 2023 Annual increase 1 gigawatt. Consider the macro economy, End-use electrification and other factors, According to different forecasting methods of the whole society electricity consumption forecast results, Expected under normal weather conditions 2024 Electricity consumption of the whole society 9. 8 Trillion kilowatt-hours, Year-on-year growth 6%around. among, In the first half of the year, the growth rate of electricity consumption in the whole society was slightly higher than that of last year 8%; by 2023 The base is higher in the second half of the year (2023 The electricity consumption of the whole society increased respectively in each quarter of the year 3. 6%, 6. 4%, 6. 6%and 10. 0%) Influence of other factors, predict 2024 In the second half of this year, the growth rate of electricity consumption in the whole society fell. The climate is expected under normal conditions 2024 National regulation of the highest electricity load 14. 5 About 100 million kilowatts, than 2023 Annual increase 1 gigawatt.

　　 (two) Power supply forecast

　　predict 2024 The country's new installed power generation capacity will break through again 3 gigawatt, The pressure of new energy consumption in some regions is prominent. In solar power, Driven by the rapid development of non-fossil energy such as wind power, predict 2024 The new installed power generation capacity in the whole country will break through again 3 gigawatt, New size and 2023 Year equivalent. 2024 End of the year, The national installed power generation capacity is expected to reach 32. 5 gigawatt, Year-on-year growth 12%around. Thermal power 14. 6 gigawatt, Medium coal power 12 About 100 million kilowatts, The proportion of total installed capacity decreased to 37%. Total non-fossil energy power generation capacity 18. 6 gigawatt, The proportion of total installed capacity rose to 57%around; among, Grid-connected wind power 5. 3 gigawatt, Grid-connected solar power generation 7. 8 About 100 million kilowatts. The combined installed capacity of grid-connected wind and solar power is expected to surpass that of coal power for the first time in the second and third quarters of this year, 2024 Reach the end of the year 13 About 100 million kilowatts, The proportion of total installed capacity rose to 40%around, The pressure of new energy consumption in some regions is prominent, Utilization will go down.

　　 (three) Power supply and demand situation forecast

　　predict 2024 The overall situation of power supply and demand in China is tight and balanced during the peak summer. Multiple uncertainties in electricity supply and demand are intertwined, Bring uncertainty to power supply and demand situation. On the supply side, The installed capacity of new power generation has maintained rapid growth, Power supply capacity continued to improve, It provides basic support for ensuring stable power supply. Danwind, There are uncertainties in light resources and water, The scale of conventional power supply increase is smaller than the scale of electricity load increase, All of them increase the potential risks of electricity production and supply. Demand side, In summer, the proportion of cooling electricity load in China is about 30%, More than 40% in some areas, Summer temperature has become the main factor affecting the growth of electricity consumption; meanwhile, Macroeconomic growth, The situation of foreign trade and export also brings certain uncertainties to the growth of electricity consumption. Comprehensively consider the growth of electricity consumption demand, The power supply is put into operation, predict 2024 The overall situation of electricity supply and demand in China is tight and balanced. Welcome kurtosis during summer, Under the premise of fully considering inter-provincial and inter-regional electricity mutual benefit, Forecast East China, Central China, southwest, In some regions such as the South, the power supply of provincial power grids is tight, Some periods may require measures such as demand-side response.

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　　annotation:

　　1. All statistics do not include the Hong Kong Special Administrative Region, Macao Special Administrative Region and Taiwan Province. Some data is due to rounding, There are cases where the total and sub-item totals are not equal.

　　2. The two-year average growth rate is 2021 Year-to-year values are based, The geometric mean method is used to calculate.

　　3. The statistical scope of power generation of power plants above designated size is the annual main business income 2000 Generating capacity of power plants of 10, 000 yuan or more, Data from the National Bureau of Statistics.

　　4. The four major high-load energy industries include: Manufacturing of chemical raw materials and chemical products, Non-metallic mineral products industry, Ferrous metal smelting and rolling industry, Nonferrous metal smelting and rolling industry 4 Individual trades.

　　5. High-tech and equipment manufacturing include: Pharmaceutical manufacturing industry, Metal products industry, General equipment manufacturing, Special equipment manufacturing industry, Automobile manufacturing industry, railway/boats/Aerospace and other transportation equipment manufacturing, Electrical machinery and equipment manufacturing, computer/Communications and other electronic equipment manufacturing, Instrumentation manufacturing industry 9 Individual trades.

　　6. Consumer goods manufacturing includes: Agricultural and sideline food processing industry, Food manufacturing industry, wine/Beverage and refined tea manufacturing, The tobacco products industry, Textile industry, Textile and garment/Garment industry, Leather/fur/Feathers and their products and footwear, Wood processing and wood/bamboo/Mr/brown/Straw products industry, Furniture manufacturing industry, Paper and paper products industry, Printing and recording media reproduction industry, Culture and education/Fine workmanship/Sports and recreational goods manufacturing 12 Individual trades.

　　7. Other manufacturing industries for manufacturing electricity classification 31 In each industry, In addition to the four high-load energy industries, High-tech and equipment manufacturing industry, Other industries outside the consumer goods industry, include: petroleum/Coal and other fuel processing industries, Chemical fiber manufacturing industry, Rubber and plastic products industry, Other manufacturing, Waste resources comprehensive utilization industry, metalwork/Machinery and equipment repair industry 6 Individual trades.

　　8. The eastern region includes Beijing, Tianjin, Hebei (Province) , Shanghai, Jiangsu (Province) , Zhejiang (Province) , Fujian (Province) , Shandong (Province) , Kwangtung, Hainan (Province) 10 provinces (The city) ; The central region includes Shanxi, Anhui (Province) , Jiangxi (Province) , Henan (Province) , Hubei (Province) , Hunan (Province) 6 provinces; The western region includes Inner Mongolia, Guangxi, Chongqing, Sichuan, Guizhou (Province) , Yunnan (Province) , Xizang, Shaanxi (Province) , Gansu (Province) , Qinghai (Province) , Ningxia, Xinjiang 12 provinces (The city, municipality) ; The northeast includes Liaoning, Ji Lin, Amur River 3 provinces.