In the afternoon, the power limit crisis at high temperature in China

60The unusually high temperature of the year swept China.Hundreds of millions of people face high temperatures, and they also face the lack of power supply. Behind the shortage of electricity is the sharp decrease in water resources that can be used for power generation.

The Yangtze River Basin encountered the worst drought since 1961.Sichuan Province's power supply mainly comes from hydropower, accounting for nearly 90 % of the total local power generation. Droughts have led to many rivers and dryness and unable to generate electricity. Therefore, Sichuan has become this wave of high -temperature restrictions at high temperatures.

Sichuan Province implements industrial power limit from August 15th to 20th.Eight days of power -limiting work.However, after the six -day high -temperature leave, Sichuan officials immediately announced that a new wave of "first -level emergency response" began on the 21st, and the power scheduling took partitions and time -time "wheel stop" from the 21st to 26th.In addition to the people's livelihood power, there are also industrial electricity consumption relying on technology factories. When the factories can be completely resumed normally, it is uncertain.

Which industries of power -limited impact?

According to the Taiwan Economic Daily, Sichuan Province is a semi -guided weight town in the mainland. The laptop manufactured by Sichuan accounted for more than 70 % of the global Wintel laptop, mainly gathered in Chongqing and Chengdu.In particular, Chongqing's laptop, mobile phones, cars, white home appliances, instrumentation and other manufacturing industries are very developed, of which the laptop output exceeds 57.3 million units, accounting for a quarter of the world., Xu Shuo, Foxconn, Guangda, Renbao, Yingyeda and other foundries all settled in Chongqing.Sichuan plus Chongqing large power -limiting, laptop, semiconductor, silicon, lithium carbonate, urea and methanol, electrolytic aluminum, zinc and other seven major industries.The market is concerned that the supply chain such as semiconductors, display panels, and solar energy will be impacted.It is reported that Sichuan's laptop industry chain agency production may be delayed.The semiconductor R & D enterprises are not affected, but the impact of production enterprises will expand.The scale of silicon materials reduces the scale of production or 14,000 tons, or drives the rise in silicon prices.Lithium salt and battery positive materials are estimated to be reduced or reached thousands of tons, and lithium prices are risky.The power limit will also affect the daily yield of urea of about 11,000 tons, and the output of electrolytic aluminum is expected to be 30,000 tons.Liu Yangwei, chairman of Taiwan Hon Hai, said that Sichuan's power limit "of course" has "of course impact" the local Chengdu area of Hon Hai Group, but how big is it? It depends on the results of the local colleagues' efforts.Not big.The Sichuan -Chongqing area is one of the six major automobile industry clusters in China. In 2021, the annual production capacity of automobiles was 2.7254 million, accounting for 10.3 % of the annual capacity of automobiles in the country.Electricity limit and power outage directly affect the normal production of the automotive industry chain enterprise.Caixin.com reported that China's two major power batteries were manufactured: Ningde Times and BYD, and large -scale production bases were built in Yibin, Sichuan and Chongqing, respectively.According to senior industry people who are unknown, once the power limit time of Sichuan and Chongqing is extended, it does not rule out the general suspension of battery companies, which will affect the entire new energy vehicle industry.New energy vehicle owners also vomited bitter water, and some people posted, "Either charging or looking for charging piles." Zhongxin Jingwei reported that the owner of new energy vehicles reported that the cost of their cars increased a lot, and some people in the middle of the night.Find three charging piles at 12 o'clock to charge.

According to Sing Tao.com, all industrial enterprises in Guang'an District, Guang'an City, Sichuan have stopped production.Netizens lamented: "I thought it would be sealed again."

Electricity shortage or spreading Eastern provinces

Electricity limit and water shortage caused by high temperature are expanding to regions outside Sichuan Province.The surging news reports that China is currently in severe power situation. Except for Sichuan Province, measures including Anhui Province, Zhejiang, Jiangsu Province and other places have started measures, and high -energy enterprises such as chemical industry, cement, and metal have temporarily suspended production.Analysts say that if the heat waves continue, the power shortage may spread to eastern provinces such as Zhejiang and Jiangsu, because these provinces depend on Sichuan to provide some electricity.

In addition, the autumn harvest in South China accounts for 75%of the entire Chinese annual grain harvest.Food prices and supply are more serious.

Why lack electricity in hydropower provinces?

There are many reasons for Sichuan's power deficiency. An article of the WeChat public account "Embarraous Team" summarizes it as the five core reasons: 1. High temperature weather that meets a hundred years has caused residents to use electricity since July.The quantity increased by 93%.Beginning on August 7, Sichuan has ushered in the most severe high temperature and drought disaster weather since the meteorological records, and some areas of high temperature above 40 ° C. In some areas.Second, high temperature directly led to the decline in the water level of the river, the water became less, and the power generation of hydropower also encountered a cliff -like decline.After entering July, Sichuan naturally came from 900 million kilowatt -hours to 450 million kWh, a decrease of 50%.Third, Sichuan is the largest power delivery province in China. It is the core base of Western Delivery. It is mainly sent to Chongqing, Hunan, Jiangxi, Jiangsu, Zhejiang and Shanghai.4. Sichuan's high -voltage power grid is not perfect, and the maximum can only be undertaken the transportation of 500 kV power, which makes Sichuan unable to expand the power transmission capacity from other provinces or cities in the short term.Fifth, Sichuan is too dependent on hydropower.Hydropower is too affected by the climate, and the supply is unstable.In contrast, hydropower is far less stable as the supply of coal power.

Energy challenges behind high -temperature electricity limit

With the global climate change, the probability of extreme weather will increase in the future.Hydropower power generation is basically "eating by the sky". How can China crack the dilemma of insufficient power in China for a long time?Lin Boqiang, dean of the China Energy Policy Research Institute of Xiamen University, wrote an analysis that in the short term, orderly electricity use is the most effective way to solve high temperature weather leading to the rise in power load.In the middle and long term, how to deal with the judgment of the frequency of extreme high temperature and drought disasters.If it is just "a hundred years of encounter", then what can actually do is limited.After all, any related investment needs to consider the income, so it can only invest moderately.However, if the probability of extreme climate will increase in the future, the government will need to start with the construction of the power grid and the diversified power structure to actively deploy the response measures.Wang Yuefeng, deputy director of the New Energy Department of Hydropower and Water Conservancy Planning and Design, said that in this round of extreme climate, Sichuan lack power, and it is necessary to give full play to the role of the large power grid platform.At present, high temperatures in the central and eastern regions of China are continuously high -temperature, and power supply is tight, but the temperature of the Northeast and other provinces has begun to decline, and the electricity consumption has slowed down.It is necessary to strengthen the construction of inter -provincial power grids, and fully carry out power transmission between provinces and regions, and can realize the mutual benefit of electricity and supply of electricity nationwide to ensure supply.In China's power structure, coal is still dominant.According to public information, in 2020, coal -fired power generation accounts for more than 60%of China's total power generation.But China has settledThe double carbon target is to strive to achieve a peak of carbon dioxide emissions by 2030 and achieve carbon neutrality before 2060. To this end, China is actively developing clean energy.However, this time Sichuan's power limit exposes the potential restrictions on hydropower as a source of clean energy.How to transition from coal -fired power generation to coal clean and efficient utilization and clean energy, and ensure that national energy security is not threatened, is a major challenge facing China in the energy transition period.