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国金证券:全国多地长期缺电需缓解,促进火电与特高压投资成必要手段

Guojin Securities: long-term power shortage in many places across the country needs to be alleviated to promote thermal power and UHV investment as a necessary means.

Breakings ·  Aug 17, 2022 08:36
Guojin Securities said that the main reasons for the current power shortage in Sichuan Province include: the load has reached a record high and the supply has dropped sharply. The load gap in Sichuan Province is expected to be about 20 million kilowatts. If the power shortage in Sichuan continues to the end of the month, the gap will further expand. Sichuan Province may ensure the safety of power supply in the province by coordinating external power transmission in East China. Power shortage in Sichuan is a long-term trend, or seek demand-side response, construction pumping and the introduction of northwest foreign power supply through multiple ways. During the 14th five-year Plan period, in order to alleviate the predicament of power shortage, 14-15 UHVDC will be planned and constructed. at the same time, the reduction of utilization hours and revenue caused by peak regulation of coal power can be alleviated by means of coal capacity electricity price and electricity market-oriented electricity price. The long-term power shortage in many parts of the country needs to be alleviated, and it is necessary to promote thermal power and UHV investment.

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