On July 31, the National Energy Administration released a transcript of the online press conference for the third quarter of 2023. Wang Dapeng, deputy director of the Department of New and Renewable Energy, said that new breakthroughs had been made in the development of renewable energy, and wind power of the construction and operation of photovoltaic power generation:" The new grid-connected photovoltaic power generation in China was 78.42 million kilowatts , an increase of 154% over the previous year, of which 37.46 million kilowatts were centralized photovoltaic power generation, an increase of 234% over the previous year , and 40.96 million kilowatts were distributed photovoltaic power generation. Year-on-year growth of 108% . By the end of June 2023, the installed capacity of photovoltaic power generation in China reached 470 million kilowatts, including 272 million kilowatts of centralized photovoltaic power generation and distributed photovoltaic power generation. 1. In the first half of the year, the national photovoltaic power generation capacity was 266.3 billion kilowatt hours, an increase of 30% over the same period last year. The utilization rate of photovoltaic power generation in China is 98.2%.
The original text is as follows:
Transcript
of the National Energy Administration's online press conference for the third quarter of 2023 Zhang Xing, deputy director and spokesman of the General Department:
Today, the National Energy Administration held a regular press conference for the third quarter. The energy situation and renewable energy development in the first half of 2023 will be released, and the scale of new energy storage installed in the first half of 2023 and the national electricity market transactions will be introduced to you, and questions from reporters will be answered.
Present at today's press conference are Mr. Dong Wancheng, Deputy Director of the Department of Development Planning of the National Energy Administration, Ms. Liu Yafang, Deputy Director of the Department of Energy Conservation and Scientific and Technological Equipment, Mr. Wang Dapeng, Deputy Director of the Department of New and Renewable Energy, and Mr. Liu Gang, Deputy Director of the Department of Market Supervision. I am Zhang Xing, Deputy Director and Spokesperson of the General Affairs Department. The responsible comrades of the relevant departments are invited to introduce the relevant situation. Dong Wancheng, Deputy Director-General of the Department of
Development Planning:
Steady Improvement of Domestic Energy Supply Guarantee Capacity and Acceleration of
Green and Low-carbon Energy Transformation Good morning, friends from the press. Next, I will give a brief introduction to the national energy situation in the first half of the year. Since this year, the energy industry has thoroughly implemented the spirit of the 20th National Congress of the CPC and the Central Economic Work Conference, carried out a solid education on the theme of learning and implementing Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era, earnestly implemented the decis ion-making arrangements of the CPC Central Committee and the State Council on energy supply and price stabilization, and made great efforts to promote the effectiveness of relevant policies and measures. In the first half of the year, the domestic energy supply security capacity was steadily improved, the green and low-carbon transformation of energy was accelerated, and the national energy supply and demand were generally stable and orderly, mainly showing the following four characteristics:
First, energy consumption continued to grow. In the first half of the year, the total electricity consumption of the whole society was 4.3 trillion kWh, an increase of 5. In the first six months, the electricity consumption of the primary, secondary and tertiary industries increased by 12.1%, 4.4% and 9. The overall industrial energy consumption continued to grow. The consumption of coal and natural gas increased steadily, and the consumption of refined oil increased rapidly.
Second, energy production and supply are stable and orderly. In the first half of the year, the output of raw coal, crude oil and natural gas in China increased steadily, with a year-on-year increase of 4.4%, 2.1% and 5% respectively. The installed capacity of power generation in China reached 2.71 billion kilowatts, an increase of 10% over the same period last year. The investment in key energy projects in China exceeded 1 trillion yuan, an increase of 23% over the same period last year. The prices of coal, crude oil and natural gas in the world dropped significantly, with a decline of about 3-5%. China's energy imports grew rapidly.
The three is to further consolidate the foundation of energy supply in summer. The support capacity of coal and coal power has been continuously strengthened, and the grid-connected support power supply has been accelerated. The medium and long-term contract performance rate of thermal coal remained at a high level, and the supply of thermal coal was stable and orderly. Coal storage in power plants has maintained a historical high level, effectively meeting the demand for coal during peak hours. The transmission capacity of trans-provincial and trans-regional channels has been further enhanced, and the power mutual aid capacity has been continuously enhanced. The peak shaving potential of all kinds of power sources has been fully tapped, the installed capacity of new energy storage has increased rapidly, and the power regulation capacity has been gradually improved.
Fourth, the green and low-carbon transformation of energy has been accelerated. In the first half of the year, China's renewable energy continued to maintain a good momentum of development, and the installed capacity of non-fossil energy reached 13. The installed capacity of new energy storage continued to grow rapidly, and the newly installed capacity in the first half of the year was equivalent to the total installed capacity in previous years. The Blue Book of New Power System was issued, which clearly put forward the overall framework and key tasks of building a new power system for the first time, and accelerated the construction of a new power system. We will actively promote the innovation of energy science and technology and the popularization and application of key core technologies, issue working rules for pilot demonstration of new energy storage, and promote the diversification, industrialization and marketization of new energy storage. Wang Dapeng, deputy director of the Department of
New Energy and Renewable Energy, said that
since the
first half of the year, the National Energy Administration has thoroughly implemented the spirit of the 20th National Congress of the Communist Party of China, anchored the goal of carbon peak and carbon neutrality, and coordinated energy security supply and green low-carbon development. The construction of large-scale wind power and photovoltaic bases, major hydropower projects and pumped storage has been continuously promoted, and new breakthroughs have been made in the development of renewable energy. New breakthroughs have been made in the installed capacity of
renewable energy. In the first half of the year, the installed capacity of renewable energy in China increased by 109 million kilowatts, an increase of 98% over the same period last year. Among them, 2.06 million kilowatts of conventional hydropower, 3.3 million kilowatts of pumped storage, 22.99 million kilowatts of wind power, 78.42 million kilowatts of photovoltaic power and 1.76 million kilowatts of biomass power were connected to the grid. As of the first half of 2023, the installed capacity of renewable energy in China has exceeded 1.3 billion kilowatts, reaching 1.322 billion kilowatts, an increase of 18.2% over the previous year, historically exceeding that of coal-fired power, accounting for 48.8% of the total installed capacity in China, of which 418 million kilowatts are hydropower, 389 million kilowatts are wind power and 470 million kilowatts are photovoltaic power. Installed capacity of biomass power generation 0.
Wind power and photovoltaic power generation increased rapidly. In the first half of the year, the national renewable energy power generation reached 1.34 trillion kWh, of which the wind power and photovoltaic power generation reached 729.1 billion kWh, an increase of 23.
(I) Hydropower construction and operation. In the first half of the year, China added 5.36 million kilowatts of grid-connected hydropower capacity, including 2.06 million kilowatts of conventional hydropower and 3.3 million kilowatts of pumped storage. By the end of June 2023, the total installed capacity of hydropower in China had reached 418 million kilowatts, including 369 million kilowatts of conventional hydropower and 0 kilowatts of pumped storage. In the first half of the year, 516.6 billion kilowatt-hours of hydropower were generated nationwide, and the average utilization hours of hydropower in China were 1239 hours.
(2) Wind power construction and operation. In the first half of the year, China added 22.99 million kilowatts of grid-connected wind power capacity, including 21.89 million kilowatts of onshore wind power and 1.1 million kilowatts of offshore wind power. By the end of June 2023, the total installed capacity of wind power in China reached 389 million kilowatts, an increase of 13.7% over the same period last year, of which onshore wind power 3. In the first half of 2023, the national wind power generation capacity was 462.8 billion kilowatt hours, an increase of 20% over the same period last year. The average utilization rate of wind power in China was 96.7%, representing a year-on-year increase of 0.
(III) Construction and operation of photovoltaic power generation. In the first half of the year, 78.42 million kilowatts of photovoltaic power were added to the grid nationwide, an increase of 154% over the previous year, including 37.46 million kilowatts of centralized photovoltaic power generation, an increase of 234% over the previous year, and 40.96 million kilowatts of distributed photovoltaic power generation, an increase of 108% over the previous year. By the end of June 2023, the installed capacity of photovoltaic power generation in China reached 470 million kilowatts, including 272 million kilowatts of centralized photovoltaic power generation and distributed photovoltaic power generation. 1. In the first half of the year, the national photovoltaic power generation capacity was 266.3 billion kilowatt hours, an increase of 30% over the same period last year. The utilization rate of PV power nationwide was 98.2%, representing a year-on-year increase of 0.
(IV) Construction and operation of biomass power generation. In the first half of the year, the newly installed capacity of biomass power generation in China increased by 1.76 million kilowatts, with a cumulative installed capacity of 43.08 million kilowatts, an increase of 9.2% over the same period last year, and 98.4 billion kilowatt-hours of biomass power generation, an increase of 10. 215,000 kilowatts, 201,000 kilowatts, 163,000 kilowatts, 148,000 kilowatts and 141,000 kilowatts respectively; Guangdong, Shandong, Zhejiang, Jiangsu and Anhui are the top five provinces in terms of cumulative power generation this year, with 11.27 billion kWh, 9.38 billion kWh, 7.16 billion kWh, 7 billion kWh and 63 respectively.
The installed capacity of new energy storage in China continued to grow
rapidly. With the rapid growth of the installed capacity of renewable energy, the demand for various regulatory resources in the power system increased rapidly, the implementation of new energy storage projects accelerated, and the installed capacity continued to increase rapidly. By the end of June 2023, the cumulative installed capacity of new energy storage projects completed and put into operation in China has exceeded 17.33 million kilowatts/35.8 million kilowatt-hours, with an average energy storage time of 2.1-6 months, and the newly installed capacity is about 8.63 million kilowatts/17.72 million kilowatt-hours, which is equivalent to the total cumulative installed capacity in previous years. From the perspective of investment scale, according to the current market price, the new type of energy storage will drive direct investment of more than 30 billion yuan.
First, in terms of technical routes, lithium-ion battery energy storage still occupies an absolute dominant position in maintaining a diversified development trend
, and relatively mature energy storage technologies such as compressed air energy storage, flow battery energy storage, and flywheel energy storage have maintained rapid development. Supercapacitor energy storage, solid-state battery energy storage, lithium titanate battery energy storage and other new technologies have also been put into engineering demonstration applications, and all kinds of new energy storage technologies are catching up with each other, showing a diversified and rapid development trend in general. By the end of June 2023, all-vanadium flow battery energy storage accounted for 1.1%, compressed air energy storage accounted for 1.0%, and lead-acid (carbon) battery energy storage accounted for
0.2.The installed capacity of some provinces and regions exceeded one million kilowatts
by the end of June 2023. The top five provinces and regions in terms of cumulative installed capacity of new energy storage are: Shandong 2.94 million kW/5.9 million kWh, Hunan 2.64 million kW/5.27 million kWh, Ningxia 1.97 million kW/3.91 million kWh, Inner Mongolia 1.65 million kW/3.29 million kWh, and Xinjiang 1.22 million kW/3.13 million kWh. The installed capacity is more than 1 million kilowatts. North China, Northwest China and Central China together account for more than 80% of the national total. Among them, the installed capacity of new energy storage that has been put into operation in North China accounts for 30.0% of the whole country, 26.8% in Northwest China and 23% in Central China.
According to the scale of new installed capacity in the first half of 2023, the top five provinces and regions are: Hunan 2 million kilowatts/4 million kilowatt hours, Shandong 1.39 million kilowatts/2.72 million kilowatt hours. Ningxia 1.07 million kilowatts/2.11 million kilowatt-hours, Inner Mongolia 1.06 million kilowatts/2.1 million kilowatt-hours, Xinjiang 830,000 kilowatts/2.28 million kilowatt-hours.
3. Strengthen industry norms, pay attention to scientific planning and effective deployment of
the State Energy Administration in conjunction with relevant departments for the scientific allocation and dispatch of new energy storage. The Notice on Further Promoting the Participation of New Energy Storage in the Power Market and Dispatching and Application and the Technical Guidelines for the Planning of New Energy Storage for Power Transmission and Allocation in New Energy Bases have been issued successively to standardize and guide the planning of new energy storage for power transmission and allocation in new energy bases, and to promote the scientific priority dispatching and application of new energy storage and its participation in the power market. At present, the National Energy Administration is organizing comprehensive supervision in the field of electric power. The operation and dispatch of new energy storage projects and market transactions have been included in the key regulatory contents, so as to promote the regulatory resources such as new energy storage to play a better role, promote the large-scale development and absorption of renewable energy such as wind and solar energy, and ensure the safe and stable supply of electricity. Liu Gang, Deputy Director of the Department of
Market Supervision, said that
the scale of market-oriented electricity trading continued to grow
steadily, and the National Energy Administration continued to promote the construction of a unified national electricity market system in accordance with the relevant work plans of the Party Central Committee and the State Council on accelerating the construction of a unified national electricity market. In the first half of 2023, the scale of market-oriented electricity trading continued to grow steadily. In the first half of
2023, the total electricity consumption of the whole society was 4307.6 billion kWh, an increase of 5. The total amount of electricity traded in the market by the national power trading centers was 2650.1 billion kWh, an increase of 6.7%, accounting for 61.5% of the total electricity consumption of the whole society. Year-on-year increase of 0.
From the perspective of trading scope, the province traded 2131.8 billion kilowatt-hours of electricity. Among them, the direct transaction is 2055.8 billion kilowatt-hours, and the transfer of power generation contracts and other transactions are 76 billion kilowatt-hours. 518.3 billion kilowatt-hours of electricity were traded across provinces and regions. Among them, 58.4 billion kilowatt-hours of direct transactions, 455.7 billion kilowatt-hours of "network-to-network" and "point-to-network" inter-provincial delivery transactions, and 4.2 billion kilowatt-hours of power generation contract transfer transactions.
From the perspective of operating areas, the market-oriented trading of electricity in the operating areas of the State Grid is 2089.8 billion kWh, an increase of 7.1% over the previous year, accounting for 61.3% of the total electricity consumption in the region; China Southern Power Grid operates 426.8 billion kilowatt-hours of electricity traded in the market, an increase of 2.2% over the same period last year, accounting for 59.3% of the total electricity consumption in the region; Inner Mongolia Power Grid operates 133.5 billion kilowatt-hours of electricity in the market, an increase of 17% over the same period last year, accounting for 74% of the total electricity consumption in the region.
Zhang Xing, deputy director and spokesman of the General Department:
Now I would like to invite questions from journalists, which will be answered by the responsible comrades of the relevant departments.
Economic Daily:
In recent years, what is the reason for the sustained and rapid growth of the installed capacity of new energy storage in China?
The first is to implement the goal of carbon peak and carbon neutralization, and accelerate the construction of a new type of power system with high proportion of renewable energy, which creates a good opportunity for the rapid development of energy storage. The construction scale of wind power and photovoltaic power generation continues to expand rapidly, and the intermittency, randomness and volatility of wind and solar power generation bring rapidly increasing challenges to the safe and stable operation of the existing power system. In order to accept and absorb the rapidly increasing proportion of wind and solar power generation on the premise of ensuring power security, it is urgent to vigorously develop various types of energy storage to make up for the gap of flexibility and regulation ability of the power system. Just now, Deputy Director Wang Dapeng has introduced that in the first half of the year, the new grid-connected installed capacity of wind power and photovoltaic power generation in China reached 1.
Second, the top-level design supporting the development of technology industry has been continuously improved, laying a policy foundation for the rapid development of new energy storage. In recent years, the state has promulgated the Guiding Opinions on Accelerating the Development of New Energy Storage, the Standards for the Management of New Energy Storage Projects (Interim), the Implementation Plan for the Development of New Energy Storage in the 14th Five-Year Plan, and a series of policy documents to further promote the participation of new energy storage in the power market, give priority to scientific transfer and strengthen the standardization of energy storage. It emphasizes overall planning and diversified development, and encourages innovation and demonstration. With the gradual improvement of the policy system and the continuous optimization of the market environment, the leading effect of various demonstrations has been highlighted, and the development of new energy storage has entered the fast lane.
Thirdly, the new energy storage characteristics and traditional energy storage technology form complementary advantages, which have been more widely recognized, so that the new power system construction has more choices. Compared with traditional pumped storage, the new energy storage has flexible and convenient site selection, short construction period, fast and flexible response, multiple functional characteristics and application scenarios, which is convenient to solve the problems of randomness, volatility and intermittency caused by new energy access to power system in different scenarios.
Fourthly, the enthusiasm of relevant enterprises, universities, institutions and local governments to develop new energy storage technologies, industries and engineering applications has been unprecedentedly high, which has injected vitality into the rapid development of new energy storage. The main leaders of the Party and government of many local governments have paid great attention to the establishment of a coordination mechanism among various departments and units, the promotion of the linkage between production, education and research of new energy storage, the formulation of special plans or the definition of the development goals of new energy storage in relevant energy planning, and the vigorous promotion of the development of new energy storage through provincial pilot demonstrations and the formulation of subsidy policies. Energy enterprises, social capital and other investors are enthusiastic about investing in new energy storage, which has accelerated the construction and landing progress of new energy storage projects.
China Electric Power News:
Just now, Director Liu introduced the trading scale of the national electricity market in the first half of the year. The proportion of electricity traded in the market continued to grow steadily, with a year-on-year increase of 6.7%, accounting for 61% of the total electricity consumption of the whole society. What aspects does the National Energy Administration plan to accelerate the construction of a unified national electricity market system? Next, we will continue to speed up the construction of a unified national electricity market system as the goal, focusing on the following three aspects of work. The first is to organize and study the development plan of the national unified power market, sort out the medium and long-term operation of power, power ancillary services, spot market and the main problems, and study and formulate measures to speed up the construction of the national unified power market system; The second is to revise the Basic Rules for the Operation of the Electricity Market, organize the drafting of relevant supporting rules, build a unified "1 + N" rule system for the national electricity market, and promote the comprehensive standardization and unification of the national electricity market rules in terms of access registration, trading organization, information disclosure, measurement and settlement, and regulatory measures; Thirdly, we should deepen and improve the power market mechanism in the southern region, accelerate the construction of regional power markets in the Yangtze River Delta, Beijing, Tianjin and Hebei, further strengthen the ability of mutual aid and coordination among provinces in the region, and promote the optimal allocation of resources on a large scale.
People's Daily:
General Secretary Xi Jinping pointed out that energy security concerns the national economy and the people's livelihood, and is a "great power of the country" that cannot be ignored. In the first half of this year, more than 1 trillion yuan was invested in key projects in the energy sector. What are the characteristics of energy investment and construction in the first half of the year? According to monitoring, in the first half of this year, the investment in key energy projects nationwide exceeded 1 trillion yuan, an increase of 23 over the same period last year. Overall, energy investment and construction in the first half of this year has the following characteristics.
First, the national energy investment has maintained a relatively rapid growth trend. In the field of energy, we should actively expand effective investment, vigorously and orderly promote the construction of major infrastructure and new infrastructure, and maintain a high level of investment growth. Regionally, the completed investment in the eastern, central and western regions increased by 24.8%, 22.1% and 24% respectively. At different levels, the investment in major projects at the national level continued to play a leading role, and the investment in projects at and below the provincial level grew strongly.