The National Energy Administration released the national energy situation in the first quarter of 2022
In the first quarter of 2022, the energy production capacity will be steadily improved. The energy industry will thoroughly implement the decisions and deployments of the Party Central Committee and the State Council, fully implement the new energy security strategy, and effectively ensure the stable supply of coal, electricity, and oil. According to industry monitoring, the national energy situation in the first quarter mainly showed the following characteristics:
1. The growth rate of energy consumption is high and then slow
From January to February, the electricity consumption, natural gas consumption and coal consumption of the whole society increased by 5.8%, 7.1% and 1.9% respectively year-on-year. In March, the growth rate of energy consumption slowed down. The electricity consumption, natural gas consumption and coal consumption of the whole society increased by 3.5% year-on-year, decreased by 1.9% and decreased by 3.5% respectively. In terms of different industries, the electricity consumption of secondary and tertiary production increased by 3% and 6.2% year-on-year respectively in the first quarter, which was 2 percentage points lower and 1.2 percentage points higher than the national electricity consumption growth rate. Consumption growth was 6.6 percentage points higher.
2. Unbalanced growth in regional energy consumption
In the first three months, energy consumption in Central China and East China grew rapidly, electricity consumption increased by 9.1% and 7.3% year-on-year respectively, 4.1 and 2.3 percentage points higher than the national electricity consumption growth rate, and coal consumption for power generation increased by 8.8% and 7.4% respectively. , which is 4.7 and 3.3 percentage points higher than the national coal consumption growth rate. The total increase in electricity consumption and coal consumption in the two regions accounts for about 60% of the national increase. Electricity consumption and thermal coal consumption in the Northeast region increased by 3.6% year-on-year and decreased by 0.1% respectively.
3. Steady improvement of energy production capacity
The energy industry went all out to increase production and supply. In the first three months, crude oil production increased by 4.4% year-on-year; raw coal production increased by 10.3% year-on-year on the basis of a high base growth of 16% in the same period last year; natural gas production increased by 6.6% year-on-year; hydropower , nuclear power generation increased by 12.7% and 6.9% year-on-year respectively, 9.6 and 3.8 percentage points higher than the year-on-year growth rate of national power generation.
4. Industrial policies related to green and low-carbon transformation continue to improve
The "Implementation Plan for Promoting Green and Low-Carbon Transformation of Energy and Doing a Good Job in Carbon Peaking" and "Opinions on Improving the Institutions, Mechanisms, and Policy Measures for Energy Green and Low-Carbon Transformation" were issued to strengthen policy guarantees for energy transformation. The "Guiding Opinions on Accelerating the Construction of a Unified National Electricity Market System" was issued to stimulate the vitality of the market, promote the construction of a new electric power system, and support the consumption of new energy. The "14th Five-Year Plan" New Energy Storage Development Implementation Plan was issued to guide the large-scale, industrialized and market-oriented development of new energy storage. The cumulative installed capacity has exceeded 4 million kilowatts. The "Implementation Opinions on Further Improving the Service Support Capability of Electric Vehicle Charging Infrastructure" was issued to break through the bottleneck of charging infrastructure development and support the development of the new energy vehicle industry. In the first three months, 492,000 new charging infrastructure units were added nationwide, which was 4.6% in the same period last year. times or so.
5. The overall expectation of investment in energy projects is improving
This year, the planned investment in key energy projects has increased by 10.3% year-on-year. The construction of the first batch of large-scale wind power photovoltaic base projects in the desert and Gobi desert areas has accelerated, driving the planned investment in solar power generation and onshore wind power to increase by 202.6% and 13.3% year-on-year. Pumped storage, nuclear power, etc. Investment continued to improve, with planned investment increasing by 31% and 20.5% year-on-year respectively. The planned investment in oil and gas storage and transportation facilities increased by 51.5% year-on-year. The planned investment in the main grid of the power grid is basically the same as last year
