Eye power consumption - Hengling side peak

View into the side of the peak. In the past few days, around the first half of the year, the use of electricity in the society has grown rapidly. There have been many discussions inside and outside the industry. For the electricity consumption that has increased by more than a year-on-year, the angle of change can be clearly seen.

On the whole, the electricity consumption in the first six months increased by 12.2% year-on-year, and by 13% in June, which truly reflected the overall good performance of China's economic operation. The electricity consumption has always been one of the most important indicators for observing the economy’s warmth and coldness. This is the usual period when the international financial crisis is fierce. Everyone must not forget that when the Chinese economy took the lead out of the shadow of the international financial crisis and achieved stability and stability, an important basis put forward by all parties was the rapid rise in electricity consumption.

Nowadays, the rapid growth of electricity consumption in the whole society is still a powerful starting point for us to refute the so-called “China's economic stagflation theory”. On the one hand, the national economic growth rate has indeed declined under active regulation and control. On the other hand, it is also more Importantly, the relatively rapid growth in electricity consumption indicates that China’s economic mobility is still abundant. In the coming period, as industrial production continues to maintain rapid growth, the data will be further applied to the “economic barometer” of electricity consumption. Go higher.

However, everything has two sides. In terms of structure, the high-energy-consuming industries have grown too fast, once again highlighting the great task of promoting transformation and transformation.

According to the data released by the National Energy Administration, in the first half of the year, China's heavy industry used a total of 13.932 billion kWh of electricity, an increase of 12%, accounting for 61.9% of the total electricity consumption of the entire society. At the same time, in the first five months of this year, six high-energy-consuming industries such as electricity, steel, building materials, non-ferrous metals, chemicals, and petrochemicals contributed 42.7% of the total growth in electricity consumption in the society. High-energy-consuming industries are still the entire society. The main driving force for electricity growth.

Such high growth is related to the stage of industrialization and urbanization in China. High-energy-consuming industries have been the main force of China's electricity demand. The operating situation in the first half of this year is still a continuation of this trend, and it need not be a big surprise. Furthermore, he said that China is in an accelerated stage of industrialized urbanization. With the rapid economic and social development, the above-mentioned several high-energy-consuming industries cannot circumvent the process of industrialized urbanization. Everyone should be prepared for this.

However, it must be soberly noticed that this also reflects the fact that heavy industry accounts for a large proportion of the economic composition of some regions and has long exceeded a reasonable boundary. The irrational industrial structure is not only a major constraint to the development of science, but also a frequent source of the “electricity shortage”.

In addition to the unreasonable industrial structure and the increase in electricity consumption, there are still some regional impulse developments. There are two sets of data here, which is quite worth everyone: One is that, according to relevant sources from the National Energy Administration, of the 31 provinces in China, there were 28 economic growth rates in the first half of the year exceeding 10%, of which 12 exceeded 13%. The impulse to develop the economy is very strong; the other is that the relevant person in charge of the State Electricity Regulatory Commission predicts that China's electricity demand will remain strong in the second half of the year and its growth rate is expected to be around 11%, and the annual growth rate may reach 12%.

It is not difficult to see that reasonable control of total energy consumption and effective suppression of excessive growth in high-energy-consuming industries will be the next stage of development. Last year, China’s primary energy consumption totaled more than 3.2 billion tons of standard coal. “Too rapid growth in total energy consumption must place reasonable control over total energy consumption in a prominent position.” In fact, judging from the national conditions, China’s population size, resource endowments, and environmental sustainability all determine that we cannot open up energy consumption.

However, it is somewhat "not easy to know how to control the total amount of energy consumption, but it is even more difficult". At the National Energy Work Conference convened earlier this year, the person in charge of the National Energy Administration emphasized two points in the important tasks of energy work during the 12th Five-Year Plan. One was to ensure energy supply, and the other was to reasonably control total energy consumption. He said frankly "The completion of the latter is more difficult and more challenging."

In the final analysis, reasonable control of total energy consumption depends on changing the mode of economic development, increasing the scientific and technological content of economic growth, reducing the intensity of energy consumption per unit of GDP and the intensity of carbon dioxide emissions, and making efforts to increase energy efficiency. However, as we look to the future for a certain period of time, we must adopt a multi-pronged approach of economic means, legal means and necessary administrative means to form a joint force as soon as possible.

Recently, some experts and scholars have suggested that "vigorously implementing energy price reforms and letting the market mechanism play a role will be the most effective measure to solve the problem of total energy control."

Here, we are willing to give consideration to the overall consideration of the energy price reform. Let's say a few more words:

First, we must properly handle the relationship between market mechanisms and macro-control. It is necessary to adhere to the direction of market-oriented reforms, give play to the basic role of the market in allocating resources, and gradually establish a resource pricing mechanism based on market pricing. It is also necessary to strengthen and improve the country’s macro-control over prices, establish and improve price laws and regulations, and scientifically Effective price management system.

Second, handle the relationship between price reform and supporting reform. It is necessary to improve a unified, open, competitive, and orderly resource market system, promote the free flow of resource goods, and also reform the fiscal and taxation system to ensure the smooth implementation of resource pricing reforms.

Third, deal with the relationship between different interest claims. It is necessary to take into account all aspects and links of economic and social development, as well as establish and improve the price linkage mechanism in related industries, as well as the interest adjustment mechanism between upstream and downstream industries and between regions.

These are not really new topics. Looking at energy price reforms in recent years, those areas and links that are doing relatively well are mostly funded by the above-mentioned customs system. On the contrary, they are ineffective and even resistant.

Recently, in the same region where “power cuts” have been encountered, some companies have performed very differently from others. While other companies are still “complaining”, those companies that are eager to have something in their minds are secretly making efforts to make full use of this “force-forcing” mechanism to power the technological transformation, adjust the power supply to the products, and provide power for efficient management. Combining energy conservation and technological transformation organically.

The demand for electricity looks like a mirror and is often followed. The government, businesses and ordinary residents will taste better than before.