Energy supply guarantee enters a critical period, central enterprises intensively deploy to increase production and supply
2024-11-13
Early winter has arrived, the weather is gradually cooling down, and energy supply is entering a critical period of peak winter. Several state-owned enterprises, including China National Energy Corporation, State Power Investment Corporation, and China National Petroleum Corporation, are intensively deploying to increase production and supply to ensure social and economic development and meet the energy needs of people's livelihoods. Deepening cooperation in coal supply plays an important role in ensuring power supply during peak winter seasons. To ensure coal supply, multiple enterprises have increased production and supply. In Huolingole City, Inner Mongolia, at the loading station of the Southern Open pit Coal Mine of State Power Investment Inner Mongolia Company, two unloading chutes with a single loading capacity of 35 tons are busy operating. The raw coal in the pipeline is cleaned by the dust suppression station and loaded onto trucks for transportation to the northeast. This year, the mine has added 2 million tons of production capacity. By optimizing resource allocation and other methods, the production capacity will be further released, and the coal demand in key areas will be concentrated to ensure the supply of electricity and coal The person in charge of the Southern Open pit Coal Mine of State Power Investment Corporation Inner Mongolia Company introduced that currently, the daily raw coal production of the mine can reach 70000 tons, and the daily transportation volume of external loading has always remained above 15 trains (about 60000 tons). The maximum coal inventory once exceeded 380000 tons, which can meet the continuous external transportation demand for 7 days in extreme weather. According to data from State Power Investment Corporation, as of now, its power plants have stored 18.78 million tons of coal, an increase of 1.74 million tons year-on-year, with an average of 44 days of available power generation days. State Power Investment Corporation takes the initiative to establish a good cooperation mechanism with coal enterprises, deepen cooperation in coal supply, and ensure that the annual 'high-quality+effective' long-term agreement fulfillment rate reaches over 95%, and the full caliber long-term agreement contract fulfillment rate reaches over 85%. At the same time, formulate an annual long-term contract ordering plan and do a good job in ordering next year The relevant person in charge of State Power Investment Corporation stated. As an energy backbone state-owned enterprise, the National Energy Group is also actively taking action. According to data from the National Energy Group, as of November 11th, the group's power generation since the fourth quarter has reached 132.77 billion kilowatt hours, a year-on-year increase of 2.9%; The sales volume of coal was 92.428 million tons, and the self-produced coal production was 71.751 million tons, a year-on-year increase of 5.7%. The State owned Assets Supervision and Administration Commission of the State Council recently stated at a special meeting on the work of keeping warm and ensuring supply for central enterprises this winter and next spring that it will supervise and guide central enterprises to improve their position, take the initiative, and take the lead in doing a good job in keeping warm and ensuring supply for this winter and next spring. Accelerating the release of natural gas production capacity, as the heating season approaches in the north, petroleum and petrochemical companies are actively increasing natural gas production and ensuring supply. We must spare no effort to complete the task of ensuring natural gas supply this winter and next spring, and make new and greater contributions to promoting the sustained recovery and improvement of China's economy and ensuring the warmth of the people during the winter Dai Houliang, Chairman of China National Petroleum Corporation, recently stated. To strengthen the "ballast stone" of domestic gas, major gas producing regions of China Petroleum have increased production and supply. As of the end of October, Tarim Oilfield has put 39 gas wells into operation this year, with a newly built natural gas production capacity of 6.54 million cubic meters per day. In addition, oil and gas field enterprises such as Qinghai Oilfield, Daqing Oilfield, and Dagang Oilfield have established dedicated supply guarantee teams, making multiple efforts to ensure supply from the aspects of fine management and precise policy implementation. The largest natural gas storage facility in China, the Hutubi gas storage facility in Xinjiang Oilfield, is expected to increase its maximum daily peak shaving capacity by 1.33 million cubic meters year-on-year this winter and next spring, adding "confidence" to the operation of the "national network". The Liaohe Oilfield gas storage group has completed 11 rounds of gas injection and set a record for the highest single cycle gas injection volume in the country's in-service gas storage. The daily gas production of Puguang gas field has reached a new high in the past two years, and the daily natural gas production of Yuanba gas field has increased by 13% year-on-year. The storage capacity of self owned liquefied natural gas receiving stations in Tianjin, Qingdao and other places can reach more than 80%... Sinopec fully leverages the advantages of upstream, midstream and downstream integration, actively coordinates domestic and foreign natural gas resources, and continues to carry out gas injection work in 12 gas storage facilities. This year's heating season, Sinopec's natural gas supply guarantee resources have increased by 9.7% compared to the previous heating season's natural gas supply guarantee target, and we will spare no effort to do a good job in ensuring supply Introduction by the relevant person in charge of Sinopec. Professor Sun Chuanwang from the China Energy Economics Research Center at Xiamen University analyzed that on the supply side, coal mining and thermal coal reserves are still at a high level, and there is a clear trend of accelerated release of natural gas production capacity and expansion of pipeline network scale, which will effectively enhance winter supply capacity. Strengthening the support of clean energy is providing more green support for energy supply. On November 8th, in Qinghai, the first (No. 2) unit of Yangqu Hydropower Station of State Power Investment Yellow River Company successfully completed a 72 hour trial operation and was officially connected to the grid for power generation, marking a crucial step towards the goal of full capacity grid connected power generation by the end of the year in the construction of the power station project. In Fujian, recently, China's first offshore photovoltaic project built in a high wind speed sea area, the Three Gorges Group Dongshan Xingchen 180 MW offshore photovoltaic power station project, connected its first batch of power units to the grid. After completion, the project can provide an average of 300 million kilowatt hours of clean electricity per year. A batch of clean energy projects such as photovoltaics and hydropower are connected to the grid for power generation, which helps to further consolidate the energy supply system of multi energy complementarity, strengthen the supply guarantee and regulation margin of renewable energy generation, fully play the important role of large-scale stable power sources in ensuring regional power supply and smoothing electricity price fluctuations, and ensure the winter energy demand of residents Sun Chuanwang said. Sun Chuanwang stated that based on future weather, energy demand, and energy supply forecasts, the energy supply and demand for this winter are expected to show an overall balance with local tightness. The utilization of clean energy will help enhance regional power grid off peak support, complement surplus and deficit, and improve the overall operational stability of the power grid during peak hours and extreme weather conditions. (New Society)
Edit：Yao jue Responsible editor：Xie Tunan
Source：China Securities Journal
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