中国电力 ›› 2023, Vol. 56 ›› Issue (3): 1-11.DOI: 10.11930/j.issn.1004-9649.202302048

• 专稿 • 上一篇    下一篇

新形势下“十四五”后三年中国电力需求形势研判

单葆国1, 刘青1, 张莉莉1, 郑海峰1, 张成龙1, 吴姗姗1, 薛万磊2   

  1. 1. 国网能源研究院有限公司,北京 102209;
    2. 国网山东省电力公司经济技术研究院,山东 济南 250021
  • 收稿日期:2023-02-14 修回日期:2023-03-07 出版日期:2023-03-28 发布日期:2023-03-28
  • 作者简介:单葆国(1971-),男,硕士,高级工程师(教授级),从事能源经济模型、电力市场分析预测、电力需求与经济发展关系、电力需求侧管理等研究,E-mail:shanbaoguo@sgeri.sgcc.com.cn;刘青(1994-),男,硕士,工程师,从事能源电力供需分析预测、节能节电与电能替代等研究,E-mail:liuqing@sgeri.sgcc.com.cn
  • 基金资助:
    国家电网有限公司科技项目(终端行业与电力行业碳减排路径协同优化模拟技术及应用研究,1400-202257250A-1-1-ZN)。

Analysis of China’s Power Demand Situation in the Last Three Years of the “14th Five-Year Plan” Under the New Situation

SHAN Baoguo1, LIU Qing1, ZHANG Lili1, ZHENG Haifeng1, ZHANG Chenglong1, WU Shanshan1, XUE Wanlei2   

  1. 1. State Grid Energy Research Institute Co., Ltd., Beijing 102209, China;
    2. Economic and Technology Research Institute, State Grid Shandong Electric Power Company, Jinan 250021, China
  • Received:2023-02-14 Revised:2023-03-07 Online:2023-03-28 Published:2023-03-28
  • Supported by:
    This work is supported by Science & Technology Project of SGCC (Research and Application of Collaborative Optimization Simulation Technology of Carbon Emission Reduction Path between Terminal Industry and Power industry, No.1400-202257250A-1-1-ZN).

摘要: 中国式现代化建设、“双碳”战略落地、新型电力系统构建、电力市场化改革推进等新形势将深刻影响未来中国电力需求形势。充分考虑新形势下宏观经济、技术进步、能源转型、电力市场、气候气温等影响电力需求的因素变化趋势,采用“经济-能源-电力-环境”耦合的中长期电力需求预测模型,设置3个情景,深入研判“十四五”后三年中国电力需求增长趋势。结果表明,2023、2024、2025年,中国全社会用电量分别为9.1万亿~9.3万亿、9.4万亿~9.7万亿、9.7万亿~10.1万亿kW·h,“十四五”年均增速为5.2%~6.0%。

关键词: 新形势, “十四五”, 电力需求, 预测

Abstract: The new situation, such as the construction of the Chinese modernization, implementation of the “double carbon” strategy, construction of the new power system, and promotion of power market-oriented reform, will profoundly affect future power demand situation in China. With full consideration of the changing trend of macroeconomics, technological progress, energy transformation, power market, climate and temperature and other factors affecting power demand under the new situation, the medium and long-term power demand forecasting model coupled with “economy-energy-electricity-environment” is adopted to analyze the growth trend of the China’s power demand in the last three years of the “14th Five-Year Plan” (2021-2025) under three scenarios. The results show that in 2023, 2024 and 2025, China’s total social electricity consumption will be 9.1 to 9.3 trillion, 9.4 to 9.7 trillion and 9.7 to 10.1 trillion kilowatt-hours respectively, with an annual growth rate of 5.2% to 6.0% in the “14th Five-Year Plan”.

Key words: new situation, 14th Five-Year Plan, power demand, forecast