Shortage of electricity or acceleration of power grid construction

The shortage of electricity will continue, and the slowdown in power supply construction and grid construction delays are among the reasons. According to the forecast of CEC, this year's electricity supply may continue to be tight. Power construction is expected to accelerate, among which thermal power is expected to change its previous pessimistic expectations. Nuclear power is expected to continue its vigorous development on the basis of safety and efficiency. The current power shortage shows that the eastern region needs to further increase power supply construction. Nuclear power has good stability and can be developed with large capacity. At the same time, it has economic advantages and can be built near the load center. Under the pressure of energy conservation, emission reduction and continuous increase in electricity demand, we tend to believe that nuclear power is expected to continue to develop on a safe and efficient basis.

The electricity shortage or the promotion of grid investment has been accelerated, and the problem of unbalanced distribution of energy resources has been solved through the transmission of electricity from the west to the east. The newly installed power supply in the northwest increased rapidly, and there was less new installed capacity in the eastern region. China's energy resources are concentrated in the northwest, and electricity demand is concentrated in the eastern and central regions. At present, the power supply in the eastern region has been constructed intensively. The newly installed capacity in the future will be relatively small, and it will be difficult to increase construction. The new power supply is mainly in the northwest.

The construction of power grids lags behind and cross-regional transmission capacity is insufficient. The construction of power grids is expected to accelerate. At present, the trans-regional transmission capacity of China's power grid is insufficient, resulting in the phenomenon of “power shortage in the east and power in the western region.” This power shortage is expected to accelerate the construction of the power grid.