In recent years, in order to further ensure the supply of energy and power, Yunnan has stepped up efforts to ensure the supply of electricity and coal, improved the capacity of coal power generation, and promoted the construction of new coal power projects as soon as possible.
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Coal power is the heavy equipment of "ensuring supply in dry season and regulating in flood season"
Yunnan is a large province of green hydropower. Up to now, the installed capacity of hydropower in Yunnan is 78.2 million kilowatts, accounting for nearly 80% of the power structure, ranking second in the country. Among the top 10 hydropower stations in China, there are 7 in Yunnan. The high proportion of hydropower makes Yunnan's green power advantage prominent, but it also shows obvious seasonal characteristics. The hydropower supply fluctuates significantly in the wet season in the second and third quarters and the dry season in the first and fourth quarters of each year. Due to the large fluctuation of wind power and photoelectric power, coal power will still play an important role in ensuring the energy and power security of Yunnan Province for a long time. According to the data, in the first half of this year, Yunnan generated 171.86 billion kilowatt hours of electricity above designated size, including 22.98 billion kilowatt hours of thermal power, accounting for 13%. "From January to March this year, thermal power was started to make up for the shortage of hydropower in the dry season. From April to June, the water from the main basins was better. Since the precipitation was less than that in previous years, thermal power showed its power again to make up for the shortage."
According to the industry evaluation, thanks to the improvement of monitoring and rolling research and judgment in Yunnan Province from the second half of last year, and the strengthening of joint optimal dispatching of water, fire and scenery, the power supply in Yunnan this year has remained stable in the face of challenges, showing calm compared with neighboring provinces with similar resource endowments. From January to August this year, Yunnan fully liberalized the use of electricity for green aluminum. By the end of August, the operating capacity of green aluminum had exceeded 5.15 million tons, and the capacity utilization rate had reached 94%.
In Yunnan's coal power supply plate, Yunnan Energy Investment Group Power Investment Company accounts for more than 30% of the power generation. According to the person in charge of the company, under the circumstances of tight energy supply and demand and rising electricity and coal prices, Yunnan Energy Investment Group has taken the power supply guarantee as a political task. It has achieved the goal of generating as much as possible and generating as many as possible. It has taken practical actions to fulfill the responsibility of state-owned enterprises for energy supply guarantee. From January to August this year, the power generation capacity of the three thermal power plants held by Yunnan Energy Investment Group reached 6.766 billion kWh.
In order to ensure that the units can be started as soon as they are dispatched and should be delivered as soon as possible, the power investment company affiliated to Yunnan Energy Investment Group carried out key inspections on key equipment to ensure the safe and stable supply of the unit for a long period. In 2021, Honghe Power Generation Company, a power investment company, will achieve an annual utilization hour of 6059.83 hours, a new high in nearly 10 years, ranking first among the 11 thermal power enterprises in Yunnan power grid.
In April this year, Yunnan Province printed and distributed the 2022 energy supply guarantee implementation plan, proposing to accelerate the construction of power sources. While comprehensively promoting the comprehensive and complementary development of hydropower, wind power and photovoltaic power generation, it also rationally planned the construction of thermal power sources, formed an effective peak shaving capacity, and strived to start the 4.8 million kilowatt clean coal power project.
The person in charge of the Power Investment Company of Yunnan Energy Investment Group said that the company is actively promoting the preliminary work of the 700000 kilowatt clean coal power project of Honghe Power Plant, and plans to invest in the construction of ultra supercritical thermal power units with significant energy conservation and consumption reduction and environmental improvement effects, so as to improve the installed capacity of thermal power in Yunnan Province and reflect the high efficiency and environmental protection.
Provide stable "rations" for thermal power generation
Thermal coal is the main energy source for thermal power generation. Since the second half of last year, the pressure on the supply and demand of various energy sources around the world, including coal, has increased, and the price has continued to rise. The data shows that the total demand for coal in Yunnan Province is 90 million tons per year, including 33 million tons of thermal coal. In 2021, the coal output in Yunnan Province will be 58 million tons. Coal procurement outside Yunnan Province needs to be further expanded to stabilize the gap.
The total coal resources of Yunnan Province rank second in the south and ninth in the country. However, the development of coal industry in Yunnan Province was once awkward, the contradiction between supply and demand was prominent, the industrial development was shrinking, and there was an obvious gap between coal supply and demand. In order to reverse the unfavorable situation, Yunnan Province formulated the Three Year Action Plan for High Quality Development of Coal Industry in Yunnan Province (2019-2021) in June 2019 to re arrange the coal industry, focus on cultivating large state-owned modern coal enterprise groups, and promote the high-quality development of the coal industry.
Yunnan Coal Industry Group Co., Ltd. (Yunnan Coal Group) shoulders the responsibility of an important implementer of high-quality development of Yunnan coal industry. Since this year, Yunnan Coal Group, centering on the goal of "increasing production, ensuring supply and stabilizing price", has required all subordinate units to strengthen production within the province and purchase of coal outside the province through the dual pattern pattern of "self production+outsourcing" of coal supply, optimize and integrate the coal resources of all parties, and do a good job of stabilizing price and supply of coal. In addition to urging the implementation of medium - and long-term contracts for power coal, we also made clear the responsibilities of regional units through early planning, early deployment and early implementation, accurately docked with power coal users, and worked together to ensure smooth transportation capacity and fully promote the implementation of supply guarantee. As of August this year, Yunnan Coal Group has supplied 2.7126 million tons of thermal coal, completing 56.51% of the annual total of 4.8 million tons of thermal coal, making contributions to energy security in Yunnan Province.
As the end user of power coal, thermal power enterprises affiliated to Yunnan Energy Investment Group also take the initiative to ensure the supply of coal. We will strengthen the signing and performance of coal contracts under the China ASEAN cooperation, expand market coal procurement channels, purchase stable coal with high calorific value in Shanxi, Shaanxi, Xinjiang and other provinces (regions), and support the raising of an incremental coal purchase fund of 500 million yuan. From January to August, three thermal power enterprises of Yunnan Energy Investment Group purchased a total of 4.72 million tons of power coal (including 300000 tons of high calorific value coal above 5000 kcal outside the province) to maintain a safe and reasonable inventory of coal yards and provide stable and sufficient "rations" for power generation units.
Focusing on Qujing, Zhaotong, Honghe, Kunming and other key coal producing states (cities), we will further strengthen policy supply, optimize the approval process, shorten the processing time limit, support the upgrading and transformation of retained coal mines, promote the verification and increase of coal mine capacity, implement parallel approval, speed up the formalities for retaining coal mines, and promote the production of coal mines. In order to ensure the safe and stable supply of energy, Yunnan Province has taken a series of measures since this year to address the key issue of power supply guarantee, effectively improve coal production capacity, increase coal output, and enhance coal reserves, focusing on improving the security of power coal, and taking medium and long-term contracts as the starting point. Urge coal mining enterprises and thermal power plants to sign fully the medium - and long-term coal contracts and stabilize the coal market expectations; Strengthen coordination and assistance, help coordinate the factor guarantee and license handling problems faced by some high-quality coal mines to accelerate the release of high-quality coal production capacity; Go deep into Qujing, Zhaotong, Kunming, Honghe and other coal producing prefectures (cities), coordinate on site to solve the problem of difficulties in signing and performing coal medium and long-term contracts, continue to track and supervise the progress of coal medium and long-term contract performance, and promote the double growth of production and sales
For ensuring the supply of power coal, Yunnan Province will take two steps: the short term and the long term. In the short term, it will spare no effort to increase production and supply. On the premise of ensuring safety, it will speed up the resumption of production of coal mines that have stopped production, the completion and operation of coal mines under construction as soon as possible, and the full load production of production coal mines to ensure that the annual production of raw coal is more than 60 million tons, and the newly released capacity will give priority to ensuring the supply of power coal. During the "Fourteenth Five Year Plan" period, Yunnan will accelerate the release of coal production capacity, launch and implement a new round of high-quality coal development plan, speed up the rectification and restructuring of coal mines, speed up the construction of major coal mine projects, speed up the increase of production capacity and output, and release 10 million tons of production capacity annually. By 2025, the coal output of Yunnan Province will reach about 90 million tons, basically meeting the needs of economic and social development of the province.
"We are also giving full play to the advantages of state-owned enterprises, promoting the efficient linkage between coal and electricity, extending clean utilization and coordinated development." The person in charge of Power Investment Company of Yunnan Energy Investment Group introduced that the company is promoting the optimized combination of coal and new energy, planning to build a new energy supply and consumption system based on a large wind power base, supported by clean, efficient, advanced and energy-saving coal power in its surrounding areas, and supported by stable, safe and reliable ultra-high voltage power transmission and transformation lines, giving priority to the use of existing conventional power sources to actively promote the construction of a clean energy base with multiple energy complementarities, Implement multi energy complementary projects such as "Fengshui (Storage)" and "Fengfenghuo (Storage)" to find new growth points for the current situation of poor profitability.
