January-August Electricity Industry Operation Profile

In August, the growth rate of electricity consumption in the society as a whole rose significantly from last month, and the electricity consumption of urban and rural residents increased rapidly. In the first half of the year, hydroelectricity was widespread and thermal power generation grew at a low rate. However, since July, the nation’s hydropower output has been negative year-on-year growth for the second consecutive month. Most hydropower provinces have negative growth in hydropower generation, leaving a market space for thermal power generation, coupled with high-temperature thermal loads. Surging, the national thermal power generation growth rate of nearly 20%; hydropower, thermal power, nuclear power equipment cumulative utilization hours are down compared to the same period last year, wind power generation volume growth, equipment utilization hours increased significantly year on year. The power grid investment increased rapidly year-on-year, and the power supply investment achieved a positive growth year-on-year, but the thermal power and nuclear power investment decreased more than the same period of last year. The newly-added power generation capacity of infrastructure increased by more than 30% compared with the same period of last year, and the scale of new hydropower generation reached a new high in the same period. The scale of thermal power construction under construction has decreased significantly year-on-year, but it has increased slightly from the previous month. The amount of electricity delivered across provinces in China maintained a steady increase; in August, the increase in electricity delivered by Sichuan and the transmission of electricity from northeast China to North China led to a rapid growth in electricity transmission across the country. However, the “West-to-East Electricity Transmission” power of China Southern Power Grid experienced negative growth year-on-year for two consecutive months.

First, in August, the growth rate of electricity consumption in the entire society increased significantly from January to August, and the country’s total social power consumption was 350.3 billion kWh, an increase of 6.8% year-on-year, and the growth rate was 1.7 percentage points higher than the same period of last year.

In terms of sub-sectors, the electricity consumption of the primary industry was 69.2 billion kWh in January-August, which was a year-on-year decrease of 0.5%, accounting for 2.0% of the total electricity consumption of the entire society; the electricity consumption of the secondary industry was 2556.4 billion kWh, a year-on-year increase. 6.3%, accounting for 73.3% of the total electricity consumption in the society, 68.0% of the total increase in electricity consumption of the entire society; the third industry electricity consumption 416.1 billion kwh, an increase of 10.7% year-on-year, accounting for the entire society The proportion of volume is 11.9%, and the contribution rate to the growth of electricity consumption of the whole society is 18.0%; the electricity consumption of urban and rural residents is 449.6 billion kWh, an increase of 7.5% over the same period of last year, and the growth rate is 4.6 percentage points lower than that of the same period of last year. The proportion of social electricity consumption is 12.8%, and the contribution rate to the growth of electricity consumption in the whole society is 14.1%.

Figure 1: From January to August, there are 14 provinces in which the growth rate of electricity consumption in the whole society is higher than the national average (6.8%). The provinces with a speed higher than 10% are: Xinjiang (31.9%), Chongqing (13.2%), Anhui (12.2%), Yunnan (12.1%) and Qinghai (11.9%); the provinces with the lowest growth rate of electricity consumption in the whole society are Heilongjiang (1.5%).

In August, the country’s entire society used 510.3 billion kWh of electricity, an increase of 13.7% year-on-year, an increase of 4.9 percentage points from the previous month, and it has risen for three consecutive months. In terms of sub-industries, the primary industry used 11.8 billion kWh, an increase of 6.5% year-on-year; the second industry used 357 billion kWh, an increase of 12.1% year-on-year, and contributed 62.7% to the growth in electricity consumption of the entire society; The tertiary industry's electricity consumption was 65.5 billion kWh, a year-on-year increase of 15.6%, and its contribution to the growth of electricity consumption of the entire society was 14.4%; the electricity consumption of urban and rural residents was 75.7 billion kWh, a year-on-year increase of 21.4%. In the same period of last year and the previous month, it increased by 9.7 and 9.1 percentage points. The contribution rate to the growth of electricity consumption in the whole society was 21.7%.

From a regional perspective, in August, there were 14 provinces where the growth rate of electricity consumption in the society was higher than the national average (13.7%), and the provinces with a growth rate higher than 20% were Xinjiang (35.2%) and Anhui (30.2%). ), Hubei (22.0%), Henan (21.7%) and Jiangsu (20.6%); 2 provinces where the growth rate of electricity consumption in the whole society is less than 1%: Inner Mongolia (0.6%) and Jilin (0.1%).

In August and August, the average daily electricity consumption of manufacturing industry hit a record high for the first eight months. The national industrial electricity consumption was 252.22 billion kwh, which was 6.2% higher than the same period of last year, and the growth rate was 3.1% higher than the same period of last year; it accounted for electricity consumption in the entire society. The proportion of volume is 72.1%, and the contribution rate to the growth of electricity consumption of the whole society is 66.2%. Among them, light and heavy industrial power consumption were 420.3 billion kWh and 2101.8 billion kWh, respectively, an increase of 5.8% and 6.3% respectively, and the growth rate was 1.5 and 3.4 percentage points higher than the same period of last year.

Fig. 2: Growth rate of monthly light and heavy industry electricity consumption since 2012. In August, the national industrial electricity consumption was 350.9 billion kWh, which was a year-on-year increase of 12.0%, and the contribution rate to the growth of electricity consumption of the whole society was 61.2%. Among them, light and heavy industrial electricity consumption was 60.1 billion kWh and 290.7 billion kWh, respectively, an increase of 6.8% and 13.1% year-on-year respectively, an increase of 2.6 and 12.7 percentage points over the same period of last year.

From January to August, the national manufacturing power consumption was 1849.4 billion kWh, an increase of 5.8% year-on-year, an increase of 3.4 percentage points over the same period of last year. In August, the national manufacturing electricity consumption was 255.5 billion kwh, an increase of 9.9% year-on-year, an increase of 2.9 percentage points from the previous month; the national average daily electricity consumption of the manufacturing industry was 8.2 billion kwh/day, an increase of 100 million yuan from the previous month. Kilowatt-hours/day has exceeded 8 billion kWh/day for three consecutive months.

Figure 3: Average daily electricity consumption by month in the manufacturing industry since January 2012
3. The total electricity consumption of the four high-energy-carrying industries in August rose slightly from the previous month from January to August. The use of chemical raw materials, non-metallic mineral products, ferrous metal smelting, and non-ferrous metal smelting in the four high-energy-consumption industries Totally 107.7 billion kWh, a year-on-year increase of 4.8%; total electricity consumption accounts for 30.8% of the total electricity consumption in the society, and contributes to 22.2.3% of the total electricity consumption growth in the society. Among them, the chemical industry used electricity 259.1 billion kwh, an increase of 4.9%; building materials industry electricity consumption 9.7 billion kwh, an increase of 4.7%; ferrous metal smelting industry electricity consumption 357.2 billion kwh, an increase of 4.6%; The metal smelting industry was 261.7 billion kWh, a year-on-year increase of 5.1%. The growth rates of electricity consumption in the building materials and steel industries increased by 5.0 and 9.1 percentage points over the same period of the previous year, respectively, and the growth rate of electricity use in the chemical and non-ferrous industry fell by 1.2 and 1.3 percentage points.

In August, the four high-energy-consumption industries used a total of 144.7 billion kwh of electricity, an increase of 8.9% year-on-year and an increase of 1.2% from the previous month; the combined electricity consumption accounted for 28.3% of the total electricity consumption of the entire society. Among them, the chemical industry used electricity 35 billion kwh, an increase of 8.1%, an increase of 2.9%; building materials industry electricity consumption of 28.8 billion kwh, an increase of 10.0%, an increase of 1.8%; the ferrous metal smelting industry electricity consumption 473 Billion kWh, an increase of 11.5% year-on-year, an increase of 2.1%; non-ferrous metal smelting industry 33.6 billion kWh, an increase of 5.3%, a decrease of 2.2%.

Figure 4: Electricity consumption in key industries in the month since 2011
Fourth, August hydroelectric power generation growth dropped significantly <br> <br> the end of August, the country's installed capacity of 6000 kilowatts and above power plant 1.156 billion kilowatts, an increase of 9.8%. Among them, there are 288 million kilowatts of hydropower, 839 million kilowatts of thermal power, 14.61 million kilowatts of nuclear power, and 69.69 million kilowatts of grid-connected wind power.

According to statistics from the National Bureau of Statistics, from January to August, the power generation capacity of the above-scale power plants nationwide was 343 billion kWh, an increase of 6.4% year-on-year, and the growth rate was 2.6 percentage points higher than the same period of last year. Among them, the electricity generation in August was 498.7 billion kwh, which was a year-on-year increase of 13.4%, and the growth rate was 5.3 percentage points higher than that of the previous month.

From January to August, the hydropower generation capacity of power plants above designated size nationwide was 506.1 billion kWh, a year-on-year increase of 5.7%, and the growth rate was 14.9 percentage points lower than the same period of last year. Among them, the hydropower generation in August was 84.2 billion kWh, down 10.1% year-on-year, and the growth rate was 58.1 percentage points lower than the same period of the previous year; from the provincial point of view, of the 12 provinces with more hydropower (over 5 million kilowatts), Only Sichuan (18.9%), Yunnan (12.5%), and Gansu (10.5%) achieved positive growth. Larger decreases were in Guizhou (-67.3%), Chongqing (-52.3%) and Guangxi (-48.9%); The three provinces with the largest amount of power generation are Sichuan (20.4 billion kWh), Yunnan (15.3 billion kWh) and Hubei (15 billion kWh), and the combined hydropower generation accounts for 60.3% of the country's total hydropower generation.

From January to August, the national thermal power generation capacity of power plants above designated size was 2766.9 billion kWh, an increase of 5.9% year-on-year; in August, thermal power generation volume was 395.1 billion kWh, an increase of 19.2% year-on-year and an increase of 5.3% from the previous month. From the provincial point of view, due to factors such as reduced hydropower generation and high temperatures, leading to higher electricity demand, the provinces with growth rates of thermal power generation exceeding 30% include Tibet (721.9%), Guangxi (135.3%), Beijing (67.4), and Guizhou. (54.5%), Hunan (43.1%), Hubei (41.9%), Xinjiang (39.2%), Chongqing (37.2%), Qinghai (37.2%), Jiangxi (35.2%), but Heilongjiang (-17.0%) ), Jilin (-10.7%), Hainan (-1.7%) and Gansu (-21.4%) saw a negative growth in thermal power generation.

From January to August, the country's nuclear power generation capacity was 67.6 billion kWh, a year-on-year increase of 6.7%. Wind power generation of 6000 MW and above power plants was 88.9 billion kWh, an increase of 40% year-on-year; among them, wind power generation in Inner Mongolia was 23.8 billion kWh, accounting for 10.7% of the total power generation in the region.

5. The utilization hours of wind power equipment increased significantly from January to August compared with the same period of last year. The cumulative average utilization hours of power generation equipment in the country was 3016 hours, which was a decrease of 57 hours compared with the same period of last year, and the decrease was narrower than that in January to July.

Figure 5: From January to August, the number of utilization hours in each year since 2005, the average utilization hours of hydropower equipment in the country from January to August is 2,265 hours, which is 114 hours lower than the same period of last year; in the seven provinces with the largest installed capacity of hydropower Sichuan increased 88 hours year-on-year, and Qinghai, Yunnan, Guangxi, Hunan, Hubei, and Guizhou reduced 46 hours, 51 hours, 119 hours, 175 hours, 338 hours, and 509 hours, respectively. The average utilization hours of thermal power equipment in the country was 3,323 hours, which was 18 hours lower than the same period of last year (67 hours in January-July). In the 10 largest thermal power provinces with thermal power installed capacity exceeding 30 million kilowatts, the utilization hours of thermal power equipment in Zhejiang increased. In 143 hours, all other provinces have declined compared to the same period. The average utilization hours of nuclear power equipment in the country was 5,058 hours, a decrease of 51 hours compared with the same period of the previous year. The average utilization hours of wind power equipment nationwide was 1,370 hours, an increase of 114 hours over the same period of the previous year. From the provincial point of view, the provinces with high wind energy equipment utilization hours (over 1700 hours) were Sichuan (2139 hours), Qinghai (2015 hours), and Xinjiang ( 1885 hours, Yunnan (1790 hours), and Chongqing (1741 hours); in provinces with wind power installed capacity exceeding 2 million kilowatts, except Hebei and Jiangsu, the utilization hours of other provinces have increased.

Figure 6: Wind power equipment utilization hours in provinces with installed wind power from January to August
Sixth, the nation’s electricity supply across different provinces grew steadily and rapidly In the first eight months of the year, China’s trans-regional transmission of electricity reached 153.9 billion kilowatt-hours, a year-on-year increase of 15.6%. Among them, North China sent Central China (UHV) to 7.2 billion kWh, down 0.7% year-on-year; North China sent East China to 12.2 billion kWh, down 9.8% year-on-year; Northeast China to North China 10.5 billion kWh, up 43.4% year-on-year; Central China to East China to 53.7 billion. Kilowatt-hours, an increase of 74.6% year-on-year, Central China sent south with 15.6 billion kwh, a year-on-year decrease of 13.4%; Northwest China and North China sent a total of 29.7 billion kwh, a year-on-year decrease of 9.1%; Three Gorges Power Station delivered 58.6 billion kwh, a year-on-year decrease of 8.9% .

From January to August, the provinces sent a total of 504.5 billion kwh of electricity, an increase of 6.4% year-on-year. China Southern Power Grid sent 81.1 billion kWh of electricity from west to east, an increase of 5.3% year-on-year. Among them, Guangdong delivered 74.7 billion kwh, an increase of 6.7% year-on-year; Guangxi sent 6.4 billion kwh, a year-on-year decrease of 8.0%.

In August, the nationwide transmission of electricity across the region completed 26.9 billion kwh, an increase of 19.4% year-on-year; the Three Gorges sent 11.1 billion kwh of electricity, a decrease of 19.6% year-on-year. The provinces sent a total of 78.10 million kwh of electricity, a year-on-year decrease of 3.8%. China Southern Power Grid sent 12.4 billion kilowatt-hours of power to the east, a decrease of 32.2% year-on-year. Imported electricity was 900 million kWh, an increase of 73.1% year-on-year; exported electricity was 1.9 billion kWh, down 10.5% year-on-year.

7. The scale of new installed capacity of hydropower has increased substantially. The scale of thermal power projects under construction has slightly increased from January to August. The newly added power generation capacity of the nation’s infrastructure has reached 47.1 million kilowatts, which is 12.42 million kilowatts more than the same period of last year. Among them, hydropower 1605 Millions of kilowatts of electricity, 2.21 million kilowatts of nuclear power, and 2.48 million kilowatts of solar power were put into operation, respectively 808 million kilowatts, 2.21 million kilowatts and 2.17 million kilowatts more than the same period of last year; thermal power and on-grid wind power were newly put into production at 20.92 million kilowatts and 5.45 million kilowatts, compared with last year. The same period was basically flat. In August, the main power projects for new production were mainly hydropower, including Huanenglong Open Hydropower Station, Huadian Ludila Hydropower Station and one 360,000 kilowatt unit, Three Gorges Xiluodu Hydropower Station and one 700,000 kilowatt unit. Two 600,000 kilowatts units, one Huarong Hubei Puqi Power Plant Phase II and one Huarong Jurong Power Plant Phase 1 each.

In terms of provinces, from January to August, the newly put into operation power projects were mainly concentrated in the following provinces: Yunnan (8.9 million kilowatts, of which 8.53 million kilowatts of hydropower), Jiangsu (5.3 million kilowatts, of which 5.08 million kilowatts of thermal power), Sichuan (5.0 million Kilowatts, of which 4.17 million kilowatts of hydropower), the three provinces add up to 41% of the nation's total capacity, while other provinces have less than 2.5 million kilowatts of new capacity.

From January to August, the capacity of new substations with 220 kilovolts or more in the grid construction was 118.14 million kVA, and the length of the lines was 23,643 kilometers. They respectively produced 628 million kVA and 4610 kilometers more than the same period of last year.