近日有關(guan)媒體披露:2011年(nian)(nian)非化(hua)石能(neng)源占我(wo)國一次能(neng)源生產和(he)消費總(zong)量的比重不升反降,約為8.7%和(he)8%,分(fen)(fen)別比上年(nian)(nian)下降約0.5個百分(fen)(fen)點。
由此看來,電(dian)力結構(gou)調整的(de)效(xiao)果(guo)被稀釋了(le)。能源(yuan)結構(gou)調整積重(zhong)難返,反映了(le)我(wo)國過度依靠(kao)能源(yuan)資(zi)源(yuan)投入支(zhi)撐經濟增長的(de)粗放型發展(zhan)方(fang)式(shi)沒有明顯改變,電(dian)力結構(gou)調整任重(zhong)道遠。
盡管總(zong)體效果不佳,但必須指出(chu)的是(shi),電力結構(gou)調整的成績(ji)依然不容忽(hu)視。據(ju)中(zhong)電聯統(tong)計,2011年(nian),我國新增發電裝機中(zhong)大部(bu)分是(shi)60萬(wan)千瓦(wa)及以上機組和(he)30萬(wan)千瓦(wa)熱(re)電聯產機組。
清潔能源(yuan)占總裝機比重達到27.5%,比2011上(shang)(shang)年(nian)提(ti)高(gao)0.9個(ge)百分點(dian)。電網220千(qian)伏及以上(shang)(shang)輸電線路回路長(chang)度、公用變設(she)(she)備容量分別比上(shang)(shang)年(nian)增(zeng)長(chang)7.9%和10.5%,電網工程建設(she)(she)完成投(tou)資比上(shang)(shang)年(nian)增(zeng)長(chang)6.8%,電網配置資源(yuan)能力進一步提(ti)高(gao)。
火電投資持續下降清潔電源注重發展質量
水(shui)電(dian)(dian)(dian)(dian)(dian)(dian)、核電(dian)(dian)(dian)(dian)(dian)(dian)、風電(dian)(dian)(dian)(dian)(dian)(dian)、太陽能(neng)(neng)(neng)發電(dian)(dian)(dian)(dian)(dian)(dian),“家家有本(ben)難念的(de)經(jing)”。今年,清(qing)潔電(dian)(dian)(dian)(dian)(dian)(dian)源的(de)發展必須首先(xian)解決諸多歷史遺留(liu)問題(ti)——水(shui)電(dian)(dian)(dian)(dian)(dian)(dian)的(de)生態和移民問題(ti),核電(dian)(dian)(dian)(dian)(dian)(dian)安全(quan)問題(ti),風電(dian)(dian)(dian)(dian)(dian)(dian)穩(wen)定問題(ti),太陽能(neng)(neng)(neng)發電(dian)(dian)(dian)(dian)(dian)(dian)的(de)市場啟(qi)動(dong)問題(ti)……中(zhong)電(dian)(dian)(dian)(dian)(dian)(dian)聯預計,2012年,我國(guo)將新增發電(dian)(dian)(dian)(dian)(dian)(dian)裝(zhuang)機8500萬千(qian)(qian)瓦(wa),火電(dian)(dian)(dian)(dian)(dian)(dian)進一步下降至5000萬千(qian)(qian)瓦(wa)。水(shui)電(dian)(dian)(dian)(dian)(dian)(dian)、核電(dian)(dian)(dian)(dian)(dian)(dian)、風電(dian)(dian)(dian)(dian)(dian)(dian)等清(qing)潔能(neng)(neng)(neng)源約3500萬千(qian)(qian)瓦(wa),高于2011年的(de)3153萬千(qian)(qian)瓦(wa)。有關專(zhuan)家預計,2012年底,我國(guo)清(qing)潔能(neng)(neng)(neng)源占(zhan)發電(dian)(dian)(dian)(dian)(dian)(dian)裝(zhuang)機比重可能(neng)(neng)(neng)再提高近1個百分(fen)點(dian)。
增加(jia)清潔(jie)能(neng)源裝機(ji)比重的(de)同(tong)時,提高(gao)和保證(zheng)清潔(jie)能(neng)源發展質量(liang)將是今年(nian)電源結構(gou)調(diao)整的(de)一大主題。
水電發(fa)展的社會(hui)環境將在今年繼續改善(shan)。2012年,我(wo)國新(xin)增水電裝機有可能達到(dao)2000萬千瓦(wa)。
核(he)電在安全(quan)(quan)爭議中前(qian)景趨于(yu)明晰。環保(bao)部的(de)《核(he)安全(quan)(quan)規劃(hua)(hua)》,國家(jia)能源局擬定的(de)《核(he)電安全(quan)(quan)規劃(hua)(hua)》和《核(he)電中長期發(fa)展調整規劃(hua)(hua)》,以及(ji)各核(he)電公司安全(quan)(quan)檢查報告早前(qian)已經陸(lu)續(xu)提交給國務院,等待(dai)批(pi)(pi)復。核(he)電靜待(dai)審批(pi)(pi)重啟,將以更(geng)嚴格的(de)標準重新起步(bu)。
風(feng)(feng)電(dian)在穩定(ding)性(xing)爭議之(zhi)后各項標準日(ri)漸完備。“十二五”期間第一(yi)批(pi)風(feng)(feng)電(dian)項目已經(jing)核(he)準,多(duo)項風(feng)(feng)電(dian)標準出臺,國家(jia)電(dian)監會在風(feng)(feng)電(dian)并網(wang)安全監管(guan)方面(mian)的有(you)(you)(you)力(li)跟(gen)進,風(feng)(feng)電(dian)有(you)(you)(you)望在2012年進入規(gui)范有(you)(you)(you)序階段。2012年,預(yu)計新增并網(wang)風(feng)(feng)電(dian)1200萬(wan)千瓦左(zuo)右。太(tai)陽能發電(dian)將成(cheng)后起之(zhi)秀。國家(jia)能源局今年將組(zu)織(zhi)實施“十二五”第一(yi)批(pi)規(gui)模為300萬(wan)千瓦的太(tai)陽能開發計劃,為我國現有(you)(you)(you)光伏裝機容量(liang)的總和。
工信部日(ri)前發(fa)布了《太陽能(neng)光伏產(chan)業(ye)“十(shi)二五”發(fa)展規劃》,中電聯(lian)等部門正在(zai)加緊制定并將在(zai)年內(nei)發(fa)布相關(guan)技(ji)術(shu)標準,必將推動(dong)太陽能(neng)發(fa)電成(cheng)為(wei)2012年新能(neng)源(yuan)產(chan)業(ye)增長的亮點。
可以預見,2012年(nian),將不僅是清潔能源裝機規模繼續提(ti)高的一年(nian),而且(qie)將是清潔能源規范有(you)序發展、質量提(ti)高的一年(nian)。
優化電網結構保清潔能源發電量增長
值(zhi)得關注的是,2011年(nian)清潔能源裝機規模增長(chang)的同時(shi),核電(dian)(dian)(dian)、風電(dian)(dian)(dian)設(she)備利用小(xiao)(xiao)時(shi)卻(que)有所下降,火電(dian)(dian)(dian)設(she)備的利用小(xiao)(xiao)時(shi)數也(ye)存在著倒掛現象。電(dian)(dian)(dian)網與電(dian)(dian)(dian)源建(jian)設(she)不協調的問題必將引起電(dian)(dian)(dian)力(li)系統的高度重視。
對此,電(dian)(dian)網企業表示將更加積極地推進(jin)電(dian)(dian)力結構調(diao)整,消(xiao)(xiao)納優質機組和清(qing)潔(jie)能(neng)(neng)源(yuan)電(dian)(dian)量。國家(jia)電(dian)(dian)網公(gong)司(si)日前(qian)提出(chu)(chu),要(yao)嚴格(ge)執行國家(jia)淘(tao)汰落后產能(neng)(neng)政策和節能(neng)(neng)減排電(dian)(dian)價政策。做好清(qing)潔(jie)能(neng)(neng)源(yuan)并網接入和消(xiao)(xiao)納工作(zuo)。積極開展(zhan)節能(neng)(neng)發電(dian)(dian)調(diao)度(du)和發電(dian)(dian)權交(jiao)易,推進(jin)清(qing)潔(jie)發展(zhan)機制(CDM)項(xiang)目(mu)。南方電(dian)(dian)網公(gong)司(si)提出(chu)(chu),要(yao)積極引導和推進(jin)新能(neng)(neng)源(yuan)有序發展(zhan)。
2012年(nian),皖電東送工(gong)程、高嶺背(bei)靠背(bei)擴(kuo)建工(gong)程、新疆—格爾木(mu)750千(qian)伏交流工(gong)程、錦屏—蘇(su)南特高壓(ya)直(zhi)流工(gong)程被列為國家電網的(de)(de)重點(dian)工(gong)程。這些項(xiang)目順利(li)完成,將會使(shi)電網跨區域(yu)配置資源的(de)(de)能力進(jin)一步提(ti)升(sheng)。
對于相對薄(bo)弱的(de)“配(pei)電(dian)網”,國家電(dian)網提出將加大(da)中低壓配(pei)電(dian)網改造(zao)力度,提高運行維護質量(liang),加快農網改造(zao)升級工程。2012年,配(pei)電(dian)網的(de)規劃、投資管理、建設質量(liang)水平有望(wang)實(shi)現大(da)的(de)提升。
智(zhi)能(neng)(neng)電(dian)(dian)(dian)網(wang)是兩大電(dian)(dian)(dian)網(wang)公司都在重點(dian)推進(jin)(jin)的項(xiang)目。國(guo)家電(dian)(dian)(dian)網(wang)提出設(she)計和建設(she)新一代智(zhi)能(neng)(neng)變電(dian)(dian)(dian)站(zhan),高(gao)質量(liang)完(wan)成3700萬具智(zhi)能(neng)(neng)電(dian)(dian)(dian)能(neng)(neng)表安裝應用,推進(jin)(jin)重點(dian)城市、長三角和環渤(bo)海區域服務(wu)網(wang)絡(luo)建設(she),探索智(zhi)能(neng)(neng)小區商業運營(ying)模式。南方電(dian)(dian)(dian)網(wang)公司提出推進(jin)(jin)“十二五”智(zhi)能(neng)(neng)電(dian)(dian)(dian)網(wang)示范區的規劃建設(she)工作,投產(chan)珠海東澳島智(zhi)能(neng)(neng)微電(dian)(dian)(dian)網(wang)工程。
隨著電網(wang)的(de)(de)(de)優化(hua),風電等清(qing)(qing)潔能源的(de)(de)(de)并網(wang)難題,60萬(wan)千瓦火電機組利(li)用(yong)小時(shi)偏低問題,將在今(jin)年得(de)到(dao)一定的(de)(de)(de)緩(huan)解和疏(shu)導(dao),清(qing)(qing)潔高效的(de)(de)(de)發電方式會得(de)到(dao)更加充(chong)分的(de)(de)(de)利(li)用(yong)。