7月10日(ri)，中國(guo)電(dian)(dian)力(li)(li)(li)(li)企業(ye)聯(lian)合會(hui)（以(yi)下簡稱(cheng)“中電(dian)(dian)聯(lian)”）發(fa)布(bu)(bu)《中國(guo)電(dian)(dian)力(li)(li)(li)(li)行業(ye)年度(du)發(fa)展報(bao)告(gao)2024》（以(yi)下簡稱(cheng)“《報(bao)告(gao)2024》”），向(xiang)全社會(hui)發(fa)布(bu)(bu)2023年電(dian)(dian)力(li)(li)(li)(li)行業(ye)基本(ben)數據，這是中電(dian)(dian)聯(lian)連續第19年發(fa)布(bu)(bu)該報(bao)告(gao)。《報(bao)告(gao)2024》以(yi)電(dian)(dian)力(li)(li)(li)(li)行業(ye)統計與調查數據為依據，結(jie)合企業(ye)和相關機構提供的(de)珍貴資(zi)料，全面、客觀、準確反映中國(guo)電(dian)(dian)力(li)(li)(li)(li)行業(ye)發(fa)展與改(gai)革現(xian)狀。

2023年，電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)行業(ye)堅(jian)持(chi)以(yi)習(xi)(xi)近(jin)平(ping)(ping)新(xin)(xin)時代(dai)中(zhong)國特(te)(te)(te)色社會主義(yi)思(si)(si)想為(wei)指導(dao)，深入貫徹(che)(che)落實(shi)習(xi)(xi)近(jin)平(ping)(ping)總(zong)書記重要指示批示和(he)(he)(he)(he)黨(dang)的(de)二十大(da)精神，按照黨(dang)中(zhong)央、國務院部署(shu)，堅(jian)持(chi)穩中(zhong)求進(jin)工作(zuo)總(zong)基調，統籌(chou)發展(zhan)(zhan)和(he)(he)(he)(he)安全(quan)(quan)(quan)(quan)，深入貫徹(che)(che)“四個革命、一個合(he)作(zuo)”能(neng)源(yuan)安全(quan)(quan)(quan)(quan)新(xin)(xin)戰略，積極穩妥(tuo)推(tui)(tui)(tui)進(jin)碳達峰(feng)碳中(zhong)和(he)(he)(he)(he)，加快(kuai)(kuai)構(gou)(gou)建(jian)新(xin)(xin)型(xing)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)系統，助力(li)(li)(li)(li)(li)加快(kuai)(kuai)建(jian)設(she)(she)新(xin)(xin)型(xing)能(neng)源(yuan)體(ti)系，在新(xin)(xin)的(de)歷史起點上推(tui)(tui)(tui)動(dong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)源(yuan)網荷(he)儲(chu)全(quan)(quan)(quan)(quan)鏈條(tiao)發展(zhan)(zhan)邁上新(xin)(xin)臺階(jie)。電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)行業(ye)深入學習(xi)(xi)貫徹(che)(che)習(xi)(xi)近(jin)平(ping)(ping)新(xin)(xin)時代(dai)中(zhong)國特(te)(te)(te)色社會主義(yi)思(si)(si)想主題教育，大(da)力(li)(li)(li)(li)(li)弘揚“忠誠擔(dan)當(dang)、求實(shi)創新(xin)(xin)、追求卓越、奉獻(xian)光明(ming)”的(de)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)精神，實(shi)現電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)清潔低(di)(di)碳、安全(quan)(quan)(quan)(quan)高(gao)效發展(zhan)(zhan)水平(ping)(ping)和(he)(he)(he)(he)各類(lei)用(yong)戶電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)獲(huo)得(de)感雙提升；全(quan)(quan)(quan)(quan)力(li)(li)(li)(li)(li)保障(zhang)能(neng)源(yuan)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)安全(quan)(quan)(quan)(quan)，著(zhu)力(li)(li)(li)(li)(li)增強(qiang)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)供應(ying)(ying)鏈彈性(xing)和(he)(he)(he)(he)韌性(xing)，供需協同(tong)發力(li)(li)(li)(li)(li)，有效緩(huan)解了(le)年初(chu)和(he)(he)(he)(he)歲末部分地區(qu)部分時段供電(dian)(dian)(dian)(dian)(dian)(dian)(dian)緊張局(ju)面，堅(jian)決守牢(lao)民(min)生用(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)安全(quan)(quan)(quan)(quan)底線(xian)，電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)生產供應(ying)(ying)和(he)(he)(he)(he)系統運(yun)行保持(chi)穩定；加快(kuai)(kuai)推(tui)(tui)(tui)動(dong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)綠色低(di)(di)碳轉型(xing)，著(zhu)力(li)(li)(li)(li)(li)構(gou)(gou)建(jian)風(feng)、光、水、核(he)、火多(duo)(duo)輪驅動(dong)的(de)清潔電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)供應(ying)(ying)體(ti)系，新(xin)(xin)能(neng)源(yuan)保持(chi)快(kuai)(kuai)速(su)發展(zhan)(zhan)勢頭，電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)碳排放強(qiang)度穩步下(xia)降(jiang)；縱(zong)深推(tui)(tui)(tui)進(jin)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)市場化改革和(he)(he)(he)(he)科技(ji)創新(xin)(xin)，加快(kuai)(kuai)建(jian)設(she)(she)統一電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)市場，持(chi)續完善市場交(jiao)易機制(zhi)，推(tui)(tui)(tui)動(dong)建(jian)立煤電(dian)(dian)(dian)(dian)(dian)(dian)(dian)容量電(dian)(dian)(dian)(dian)(dian)(dian)(dian)價機制(zhi)，加大(da)力(li)(li)(li)(li)(li)度開展(zhan)(zhan)高(gao)效新(xin)(xin)能(neng)源(yuan)發電(dian)(dian)(dian)(dian)(dian)(dian)(dian)、先進(jin)核(he)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)、靈活煤電(dian)(dian)(dian)(dian)(dian)(dian)(dian)、多(duo)(duo)元新(xin)(xin)型(xing)儲(chu)能(neng)、特(te)(te)(te)高(gao)壓輸(shu)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)等(deng)關鍵技(ji)術攻(gong)關，加快(kuai)(kuai)推(tui)(tui)(tui)進(jin)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)產業(ye)數字(zi)化進(jin)程，電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)高(gao)質量發展(zhan)(zhan)的(de)活力(li)(li)(li)(li)(li)和(he)(he)(he)(he)動(dong)力(li)(li)(li)(li)(li)進(jin)一步增強(qiang)；扎實(shi)推(tui)(tui)(tui)進(jin)共建(jian)綠色“一帶一路”，構(gou)(gou)建(jian)亞太(tai)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)命運(yun)共同(tong)體(ti)取得(de)新(xin)(xin)成效，高(gao)水平(ping)(ping)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)國際合(he)作(zuo)全(quan)(quan)(quan)(quan)方位拓(tuo)展(zhan)(zhan)。電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)行業(ye)踐(jian)行責(ze)任擔(dan)當(dang)，為(wei)推(tui)(tui)(tui)動(dong)經濟高(gao)質量發展(zhan)(zhan)和(he)(he)(he)(he)滿足(zu)人民(min)美好生活需要提供了(le)堅(jian)強(qiang)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)保障(zhang)，譜寫了(le)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)高(gao)質量發展(zhan)(zhan)新(xin)(xin)篇章。

《報告2024》共14章，重點反映了(le)2023年電(dian)力(li)消費、電(dian)力(li)生產與(yu)(yu)供(gong)需(xu)、電(dian)力(li)投資與(yu)(yu)建(jian)設(she)、新型電(dian)力(li)系統、電(dian)力(li)市場建(jian)設(she)、電(dian)力(li)安全與(yu)(yu)可靠(kao)性、電(dian)力(li)低碳環保、電(dian)力(li)企業發展與(yu)(yu)經營(ying)、國際電(dian)力(li)發展與(yu)(yu)合作、電(dian)力(li)標準(zhun)化、科技(ji)與(yu)(yu)數字化等(deng)情況，并展望(wang)了(le)2024年及中(zhong)長期電(dian)力(li)發展。

在電(dian)力消費(fei)(fei)方面，電(dian)力消費(fei)(fei)結(jie)構繼續(xu)優化(hua)。2023年，全(quan)國全(quan)社會用(yong)電(dian)量(liang)92238億千瓦(wa)時，同(tong)比(bi)增(zeng)長(chang)(chang)6.7%，增(zeng)速(su)同(tong)比(bi)提高(gao)3.1個百(bai)分(fen)點(dian)，高(gao)于GDP增(zeng)速(su)1.5個百(bai)分(fen)點(dian)；全(quan)國人(ren)均用(yong)電(dian)量(liang)6538千瓦(wa)時/人(ren)，同(tong)比(bi)增(zeng)加(jia)422千瓦(wa)時/人(ren)。受經濟回升及(ji)上(shang)年同(tong)期基數(shu)的(de)影響，各季度全(quan)社會用(yong)電(dian)量(liang)同(tong)比(bi)分(fen)別增(zeng)長(chang)(chang)3.6%、6.4%、6.6%、10.0%，全(quan)年增(zeng)速(su)逐季上(shang)升。電(dian)力消費(fei)(fei)結(jie)構繼續(xu)優化(hua)，第二產(chan)業(ye)(ye)中(zhong)，高(gao)技術及(ji)裝(zhuang)備制造業(ye)(ye)用(yong)電(dian)量(liang)同(tong)比(bi)增(zeng)長(chang)(chang)11.2%，超過制造業(ye)(ye)整體(ti)增(zeng)長(chang)(chang)水平3.8個百(bai)分(fen)點(dian)，表現亮眼(yan)。其中(zhong)，光伏設(she)備制(zhi)造用(yong)電(dian)(dian)量同(tong)比增(zeng)長76.0%，新能源整(zheng)車制(zhi)造用(yong)電(dian)(dian)量同(tong)比增(zeng)長38.8%，充換電(dian)(dian)服務業(ye)用(yong)電(dian)(dian)量同(tong)比增(zeng)長78.1%，新興產業(ye)用(yong)電(dian)(dian)量保持(chi)強勁增(zeng)長勢頭。

在電(dian)(dian)(dian)(dian)(dian)(dian)力生(sheng)產供應方面，電(dian)(dian)(dian)(dian)(dian)(dian)力綠色轉型提速。截至2023年(nian)(nian)(nian)底(di)(di)，全(quan)(quan)國(guo)(guo)(guo)全(quan)(quan)口徑發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)(ji)容量(liang)(liang)292224萬(wan)(wan)千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)，同(tong)(tong)(tong)(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)14.0%，增(zeng)(zeng)(zeng)(zeng)速同(tong)(tong)(tong)(tong)(tong)比提升6.0個百分點。人(ren)均發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)(ji)容量(liang)(liang)達(da)(da)到(dao)2.1千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)，歷(li)史性突(tu)破(po)2千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)/人(ren)。其中，水電(dian)(dian)(dian)(dian)(dian)(dian)42237萬(wan)(wan)千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)，同(tong)(tong)(tong)(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)2.0%；火電(dian)(dian)(dian)(dian)(dian)(dian)139099萬(wan)(wan)千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)，同(tong)(tong)(tong)(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)4.2%；核(he)電(dian)(dian)(dian)(dian)(dian)(dian)5691萬(wan)(wan)千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)，同(tong)(tong)(tong)(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)2.4%；并(bing)網(wang)(wang)風電(dian)(dian)(dian)(dian)(dian)(dian)44144萬(wan)(wan)千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)，同(tong)(tong)(tong)(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)20.7%；并(bing)網(wang)(wang)太陽能發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)61048萬(wan)(wan)千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)，同(tong)(tong)(tong)(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)55.5%。并(bing)網(wang)(wang)風電(dian)(dian)(dian)(dian)(dian)(dian)和(he)光(guang)伏發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)合(he)計(ji)裝(zhuang)(zhuang)機(ji)(ji)規(gui)模(mo)突(tu)破(po)10億千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)大關(guan)，2023年(nian)(nian)(nian)底(di)(di)達(da)(da)到(dao)10.5億千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)，占總裝(zhuang)(zhuang)機(ji)(ji)容量(liang)(liang)比重(zhong)為36%。我國(guo)(guo)(guo)風電(dian)(dian)(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)(ji)連續14年(nian)(nian)(nian)位居全(quan)(quan)球第一，光(guang)伏發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)(ji)連續9年(nian)(nian)(nian)位居全(quan)(quan)球第一。2023年(nian)(nian)(nian)，全(quan)(quan)國(guo)(guo)(guo)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)94564億千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)(tong)(tong)(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)6.9%。在新能源發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)(ji)快(kuai)(kuai)速帶動下(xia)，風電(dian)(dian)(dian)(dian)(dian)(dian)和(he)太陽能發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)快(kuai)(kuai)速增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)，合(he)計(ji)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)同(tong)(tong)(tong)(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)加2801億千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，占全(quan)(quan)年(nian)(nian)(nian)總發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)增(zeng)(zeng)(zeng)(zeng)量(liang)(liang)的46.1%。截至2023年(nian)(nian)(nian)底(di)(di)，非(fei)化石能源發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)(ji)容量(liang)(liang)157541萬(wan)(wan)千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)，同(tong)(tong)(tong)(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)24.1%，占總裝(zhuang)(zhuang)機(ji)(ji)容量(liang)(liang)比重(zhong)首次(ci)突(tu)破(po)50%，達(da)(da)到(dao)53.9%。2023年(nian)(nian)(nian)，基建新增(zeng)(zeng)(zeng)(zeng)非(fei)化石能源發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)(ji)容量(liang)(liang)合(he)計(ji)30762萬(wan)(wan)千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)，同(tong)(tong)(tong)(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)96.2%，占新增(zeng)(zeng)(zeng)(zeng)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)(ji)總量(liang)(liang)的83.0%。2023年(nian)(nian)(nian)，全(quan)(quan)國(guo)(guo)(guo)完(wan)成(cheng)跨(kua)區輸電(dian)(dian)(dian)(dian)(dian)(dian)能力達(da)(da)到(dao)18815萬(wan)(wan)千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)，同(tong)(tong)(tong)(tong)(tong)比持平；全(quan)(quan)國(guo)(guo)(guo)完(wan)成(cheng)跨(kua)區輸送電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)8497億千(qian)(qian)(qian)(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)(tong)(tong)(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)9.7%。

在(zai)電(dian)(dian)(dian)(dian)(dian)力投(tou)(tou)(tou)(tou)(tou)(tou)(tou)資(zi)與(yu)建(jian)設方面，新(xin)(xin)(xin)能(neng)源(yuan)新(xin)(xin)(xin)增(zeng)(zeng)(zeng)裝機(ji)成(cheng)為(wei)新(xin)(xin)(xin)增(zeng)(zeng)(zeng)絕對(dui)主(zhu)體(ti)。2023年，全國主(zhu)要電(dian)(dian)(dian)(dian)(dian)力企業(ye)合(he)計完(wan)成(cheng)投(tou)(tou)(tou)(tou)(tou)(tou)(tou)資(zi)15502億(yi)(yi)元(yuan)，同比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)24.7%。全國電(dian)(dian)(dian)(dian)(dian)源(yuan)工(gong)程(cheng)(cheng)(cheng)建(jian)設完(wan)成(cheng)投(tou)(tou)(tou)(tou)(tou)(tou)(tou)資(zi)10225億(yi)(yi)元(yuan)，同比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)37.7%。全國電(dian)(dian)(dian)(dian)(dian)網(wang)工(gong)程(cheng)(cheng)(cheng)建(jian)設完(wan)成(cheng)投(tou)(tou)(tou)(tou)(tou)(tou)(tou)資(zi)5277億(yi)(yi)元(yuan)，同比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)5.4%。電(dian)(dian)(dian)(dian)(dian)源(yuan)投(tou)(tou)(tou)(tou)(tou)(tou)(tou)資(zi)加(jia)速綠色低(di)碳轉型，其中(zhong)，風電(dian)(dian)(dian)(dian)(dian)投(tou)(tou)(tou)(tou)(tou)(tou)(tou)資(zi)2753億(yi)(yi)元(yuan)，同比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)36.9%；太陽能(neng)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)完(wan)成(cheng)4316億(yi)(yi)元(yuan)，同比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)50.7%。非化石(shi)能(neng)源(yuan)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)投(tou)(tou)(tou)(tou)(tou)(tou)(tou)資(zi)同比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)39.2%，占電(dian)(dian)(dian)(dian)(dian)源(yuan)投(tou)(tou)(tou)(tou)(tou)(tou)(tou)資(zi)比(bi)(bi)重(zhong)達到89.2%。全國新(xin)(xin)(xin)增(zeng)(zeng)(zeng)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)裝機(ji)容量37067萬(wan)千(qian)(qian)(qian)(qian)瓦，同比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)86.7%，增(zeng)(zeng)(zeng)速較上年提升75.5個百分點。其中(zhong)，新(xin)(xin)(xin)增(zeng)(zeng)(zeng)并網(wang)風電(dian)(dian)(dian)(dian)(dian)7622千(qian)(qian)(qian)(qian)瓦，同比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)97.4%；新(xin)(xin)(xin)增(zeng)(zeng)(zeng)并網(wang)太陽能(neng)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)21753萬(wan)千(qian)(qian)(qian)(qian)瓦，占同期全國總新(xin)(xin)(xin)增(zeng)(zeng)(zeng)裝機(ji)的比(bi)(bi)重(zhong)為(wei)58.7%，同比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)146.6%。風電(dian)(dian)(dian)(dian)(dian)、光伏發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)的新(xin)(xin)(xin)增(zeng)(zeng)(zeng)裝機(ji)占新(xin)(xin)(xin)增(zeng)(zeng)(zeng)裝機(ji)總容量的比(bi)(bi)重(zhong)達到79.2%。全國電(dian)(dian)(dian)(dian)(dian)網(wang)工(gong)程(cheng)(cheng)(cheng)建(jian)設完(wan)成(cheng)投(tou)(tou)(tou)(tou)(tou)(tou)(tou)資(zi)5277億(yi)(yi)元(yuan)，同比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)5.4%。電(dian)(dian)(dian)(dian)(dian)網(wang)企業(ye)進一步加(jia)強(qiang)農網(wang)鞏固與(yu)提升配(pei)網(wang)建(jian)設，110千(qian)(qian)(qian)(qian)伏及以下等級電(dian)(dian)(dian)(dian)(dian)網(wang)投(tou)(tou)(tou)(tou)(tou)(tou)(tou)資(zi)2902億(yi)(yi)元(yuan)，占電(dian)(dian)(dian)(dian)(dian)網(wang)工(gong)程(cheng)(cheng)(cheng)投(tou)(tou)(tou)(tou)(tou)(tou)(tou)資(zi)總額的55.0%。重(zhong)大(da)輸電(dian)(dian)(dian)(dian)(dian)通(tong)道(dao)工(gong)程(cheng)(cheng)(cheng)建(jian)設穩步推(tui)進，白鶴灘—浙(zhe)江(jiang)±800千(qian)(qian)(qian)(qian)伏特(te)(te)高(gao)壓(ya)直流(liu)輸電(dian)(dian)(dian)(dian)(dian)工(gong)程(cheng)(cheng)(cheng)、駐馬店—武漢1000千(qian)(qian)(qian)(qian)伏特(te)(te)高(gao)壓(ya)交流(liu)工(gong)程(cheng)(cheng)(cheng)等正式(shi)投(tou)(tou)(tou)(tou)(tou)(tou)(tou)運。

在電(dian)力(li)低(di)(di)(di)(di)(di)碳(tan)(tan)(tan)(tan)(tan)(tan)環保方面，降碳(tan)(tan)(tan)(tan)(tan)(tan)減(jian)(jian)污工作扎實推進，市(shi)場(chang)機制(zhi)促進電(dian)力(li)碳(tan)(tan)(tan)(tan)(tan)(tan)減(jian)(jian)排(pai)(pai)。2023年(nian)，全(quan)(quan)(quan)(quan)(quan)(quan)國(guo)單位火(huo)(huo)電(dian)發電(dian)量(liang)(liang)二氧化(hua)碳(tan)(tan)(tan)(tan)(tan)(tan)排(pai)(pai)放約(yue)821克/千(qian)瓦(wa)(wa)(wa)(wa)時，同(tong)比(bi)降低(di)(di)(di)(di)(di)0.4%，比(bi)2005年(nian)降低(di)(di)(di)(di)(di)21.7%；單位發電(dian)量(liang)(liang)二氧化(hua)碳(tan)(tan)(tan)(tan)(tan)(tan)排(pai)(pai)放約(yue)540克/千(qian)瓦(wa)(wa)(wa)(wa)時，同(tong)比(bi)降低(di)(di)(di)(di)(di)0.20%，比(bi)2005年(nian)降低(di)(di)(di)(di)(di)37.1%。全(quan)(quan)(quan)(quan)(quan)(quan)國(guo)2257家火(huo)(huo)電(dian)企業參(can)與碳(tan)(tan)(tan)(tan)(tan)(tan)排(pai)(pai)放權交(jiao)(jiao)易，2023年(nian)全(quan)(quan)(quan)(quan)(quan)(quan)年(nian)碳(tan)(tan)(tan)(tan)(tan)(tan)配額(e)總(zong)成交(jiao)(jiao)量(liang)(liang)超(chao)過(guo)(guo)2.12億噸(dun)，累(lei)計成交(jiao)(jiao)額(e)超(chao)過(guo)(guo)144億元。全(quan)(quan)(quan)(quan)(quan)(quan)年(nian)覆(fu)蓋二氧化(hua)碳(tan)(tan)(tan)(tan)(tan)(tan)排(pai)(pai)放量(liang)(liang)超(chao)過(guo)(guo)50億噸(dun)，成為(wei)全(quan)(quan)(quan)(quan)(quan)(quan)球覆(fu)蓋溫室氣體(ti)排(pai)(pai)放量(liang)(liang)最(zui)大的碳(tan)(tan)(tan)(tan)(tan)(tan)市(shi)場(chang)。全(quan)(quan)(quan)(quan)(quan)(quan)國(guo)碳(tan)(tan)(tan)(tan)(tan)(tan)市(shi)場(chang)運行期間，市(shi)場(chang)運行平穩有序，交(jiao)(jiao)易價格穩中有升(sheng)；全(quan)(quan)(quan)(quan)(quan)(quan)國(guo)溫室氣體(ti)自愿減(jian)(jian)排(pai)(pai)交(jiao)(jiao)易市(shi)場(chang)啟動(dong)，帶(dai)動(dong)全(quan)(quan)(quan)(quan)(quan)(quan)社會共同(tong)參(can)與綠色(se)低(di)(di)(di)(di)(di)碳(tan)(tan)(tan)(tan)(tan)(tan)發展，為(wei)降低(di)(di)(di)(di)(di)減(jian)(jian)排(pai)(pai)成本(ben)提供(gong)更多渠(qu)道。煤電(dian)“三(san)改聯動(dong)”規(gui)模持續提升(sheng)，全(quan)(quan)(quan)(quan)(quan)(quan)國(guo)6000千(qian)瓦(wa)(wa)(wa)(wa)及以(yi)上(shang)火(huo)(huo)電(dian)廠供(gong)電(dian)標準煤耗301.6克/千(qian)瓦(wa)(wa)(wa)(wa)時；全(quan)(quan)(quan)(quan)(quan)(quan)國(guo)電(dian)網線損率4.54%，同(tong)比(bi)降低(di)(di)(di)(di)(di)0.3個(ge)百分(fen)(fen)點。全(quan)(quan)(quan)(quan)(quan)(quan)國(guo)火(huo)(huo)電(dian)煙塵、二氧化(hua)硫(liu)、氮(dan)氧化(hua)物排(pai)(pai)放總(zong)量(liang)(liang)分(fen)(fen)別為(wei)8.5萬噸(dun)、48.4萬噸(dun)和78.5萬噸(dun)，同(tong)比(bi)分(fen)(fen)別下(xia)降約(yue)14.1%、上(shang)升(sheng)約(yue)1.7%、上(shang)升(sheng)約(yue)3.0%。

在電(dian)(dian)(dian)(dian)力(li)(li)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)建(jian)設(she)方面，電(dian)(dian)(dian)(dian)力(li)(li)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)規模(mo)快速擴(kuo)大，電(dian)(dian)(dian)(dian)力(li)(li)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)機制不斷完善(shan)，電(dian)(dian)(dian)(dian)力(li)(li)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)化改革(ge)深入推進。2023年(nian)(nian)(nian)(nian)，全國(guo)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)電(dian)(dian)(dian)(dian)量(liang)56679.4億千(qian)(qian)瓦(wa)時(shi)(shi)，同(tong)比(bi)(bi)(bi)增(zeng)長(chang)7.9%，占(zhan)(zhan)全社會(hui)用(yong)(yong)電(dian)(dian)(dian)(dian)量(liang)比(bi)(bi)(bi)重為61.4%，比(bi)(bi)(bi)2022年(nian)(nian)(nian)(nian)提(ti)升(sheng)0.6個百分(fen)點。各電(dian)(dian)(dian)(dian)力(li)(li)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)平臺(tai)累計注(zhu)冊市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)主(zhu)體74.3萬家，同(tong)比(bi)(bi)(bi)增(zeng)長(chang)23.9%，多(duo)元(yuan)競(jing)爭主(zhu)體格(ge)局初步(bu)形成(cheng)，電(dian)(dian)(dian)(dian)力(li)(li)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)規模(mo)穩步(bu)擴(kuo)大。電(dian)(dian)(dian)(dian)力(li)(li)中(zhong)長(chang)期交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)已在全國(guo)范(fan)圍內(nei)(nei)常(chang)態化運行并持續(xu)增(zeng)長(chang)，全國(guo)中(zhong)長(chang)期交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)電(dian)(dian)(dian)(dian)量(liang)占(zhan)(zhan)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)電(dian)(dian)(dian)(dian)量(liang)比(bi)(bi)(bi)重在90%以上，中(zhong)長(chang)期合同(tong)履(lv)約率超過96%，成(cheng)交(jiao)(jiao)(jiao)(jiao)價(jia)(jia)格(ge)平穩，充分(fen)發(fa)揮了(le)電(dian)(dian)(dian)(dian)力(li)(li)中(zhong)長(chang)期交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)保供(gong)穩價(jia)(jia)的(de)基(ji)礎作用(yong)(yong)。電(dian)(dian)(dian)(dian)力(li)(li)現貨(huo)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)建(jian)設(she)穩步(bu)推進，23個省份(fen)啟動(dong)(dong)(dong)電(dian)(dian)(dian)(dian)力(li)(li)現貨(huo)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)試運行，反映(ying)實時(shi)(shi)電(dian)(dian)(dian)(dian)力(li)(li)供(gong)需(xu)的(de)價(jia)(jia)格(ge)機制基(ji)本(ben)建(jian)立。輔(fu)助服(fu)(fu)務(wu)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)實現全覆蓋，品種(zhong)和(he)主(zhu)體進一步(bu)豐富。電(dian)(dian)(dian)(dian)力(li)(li)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)化改革(ge)深入推進，煤(mei)(mei)電(dian)(dian)(dian)(dian)容量(liang)電(dian)(dian)(dian)(dian)價(jia)(jia)政策(ce)出臺(tai)，初步(bu)形成(cheng)了(le)容量(liang)電(dian)(dian)(dian)(dian)價(jia)(jia)回收固定成(cheng)本(ben)、電(dian)(dian)(dian)(dian)量(liang)電(dian)(dian)(dian)(dian)價(jia)(jia)回收變動(dong)(dong)(dong)成(cheng)本(ben)、輔(fu)助服(fu)(fu)務(wu)回收調節成(cheng)本(ben)的(de)煤(mei)(mei)電(dian)(dian)(dian)(dian)價(jia)(jia)格(ge)機制，推動(dong)(dong)(dong)煤(mei)(mei)電(dian)(dian)(dian)(dian)向基(ji)礎保障性和(he)系(xi)統調節性電(dian)(dian)(dian)(dian)源(yuan)并重轉型。新(xin)能(neng)源(yuan)進入電(dian)(dian)(dian)(dian)力(li)(li)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)節奏進一步(bu)加快，全國(guo)新(xin)能(neng)源(yuan)市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)化交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)電(dian)(dian)(dian)(dian)量(liang)6845億千(qian)(qian)瓦(wa)時(shi)(shi)，占(zhan)(zhan)新(xin)能(neng)源(yuan)總發(fa)電(dian)(dian)(dian)(dian)量(liang)的(de)47.3%，全國(guo)范(fan)圍內(nei)(nei)促進有效競(jing)爭的(de)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)規則體系(xi)基(ji)本(ben)形成(cheng)。積極構建(jian)綠(lv)(lv)電(dian)(dian)(dian)(dian)、綠(lv)(lv)證市(shi)(shi)(shi)(shi)(shi)(shi)場(chang)體系(xi)，完善(shan)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)機制，綠(lv)(lv)電(dian)(dian)(dian)(dian)、綠(lv)(lv)證交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)規模(mo)不斷擴(kuo)大，截至2023年(nian)(nian)(nian)(nian)底，全國(guo)累計綠(lv)(lv)電(dian)(dian)(dian)(dian)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)電(dian)(dian)(dian)(dian)量(liang)954億千(qian)(qian)瓦(wa)時(shi)(shi)，其中(zhong)2023年(nian)(nian)(nian)(nian)綠(lv)(lv)電(dian)(dian)(dian)(dian)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)電(dian)(dian)(dian)(dian)量(liang)697億千(qian)(qian)瓦(wa)時(shi)(shi)。綠(lv)(lv)證交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)(yi)啟動(dong)(dong)(dong)以來，累計成(cheng)交(jiao)(jiao)(jiao)(jiao)量(liang)突破1億張。

在電(dian)力國際合作(zuo)方面，綠色發展成色更足。截至2023年底，中(zhong)國主要申力企業(ye)對(dui)外(wai)直接投(tou)資總金(jin)額44.2億美元，同(tong)比增(zeng)長(chang)30.8%；其中(zhong)，新能源對(dui)外(wai)投(tou)資項目數量占比61.8%。第24屆(jie)亞太電(dian)協大會(hui)在廈門成功召開(kai)，亞太電(dian)力交流合作(zuo)邁上新臺(tai)階。

在(zai)(zai)新(xin)(xin)(xin)型電(dian)(dian)力(li)(li)系(xi)統(tong)建(jian)設(she)方(fang)面(mian)，系(xi)統(tong)構建(jian)基礎不斷夯實(shi)。清潔低碳方(fang)面(mian)，非化(hua)石(shi)能(neng)(neng)(neng)源發(fa)(fa)電(dian)(dian)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)容(rong)量(liang)157541萬千瓦(wa)，同比(bi)增(zeng)(zeng)長(chang)24.1%，占總(zong)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)容(rong)量(liang)比(bi)重首(shou)次突(tu)破50%，達到53.9%。2023年(nian)，基建(jian)新(xin)(xin)(xin)增(zeng)(zeng)非化(hua)石(shi)能(neng)(neng)(neng)源發(fa)(fa)電(dian)(dian)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)容(rong)量(liang)合(he)計(ji)30762萬千瓦(wa)，同比(bi)增(zeng)(zeng)長(chang)96.2%，占新(xin)(xin)(xin)增(zeng)(zeng)發(fa)(fa)電(dian)(dian)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)總(zong)量(liang)的83.0%。安全充(chong)裕方(fang)面(mian)，2023年(nian)，全國新(xin)(xin)(xin)增(zeng)(zeng)支撐性(xing)(xing)電(dian)(dian)源（煤電(dian)(dian)、氣電(dian)(dian)、常規水電(dian)(dian)、核(he)電(dian)(dian)）6338萬千瓦(wa)，西電(dian)(dian)東送規模超(chao)過(guo)3億(yi)千瓦(wa)，電(dian)(dian)網(wang)資源配置(zhi)能(neng)(neng)(neng)力(li)(li)持續(xu)提(ti)升(sheng)。經濟高效(xiao)方(fang)面(mian)，建(jian)立煤電(dian)(dian)向基礎保障性(xing)(xing)和系(xi)統(tong)調(diao)節(jie)(jie)性(xing)(xing)電(dian)(dian)源并重轉型發(fa)(fa)展(zhan)的容(rong)量(liang)電(dian)(dian)價機(ji)(ji)制(zhi)，統(tong)一(yi)電(dian)(dian)力(li)(li)市場體(ti)系(xi)建(jian)設(she)持續(xu)加(jia)強(qiang)，系(xi)統(tong)綜合(he)能(neng)(neng)(neng)效(xiao)水平穩步提(ti)升(sheng)。供需(xu)協同方(fang)面(mian)，源網(wang)荷(he)(he)儲一(yi)體(ti)化(hua)和多能(neng)(neng)(neng)互補蓬勃發(fa)(fa)展(zhan)，電(dian)(dian)力(li)(li)需(xu)求(qiu)響應(ying)能(neng)(neng)(neng)力(li)(li)穩步提(ti)升(sheng)，虛擬電(dian)(dian)廠在(zai)(zai)京津冀區(qu)(qu)域(yu)、長(chang)三(san)角(jiao)區(qu)(qu)域(yu)、粵港澳大灣區(qu)(qu)加(jia)快(kuai)布局，車網(wang)互動(dong)在(zai)(zai)東部負荷(he)(he)中(zhong)心地區(qu)(qu)開展(zhan)有益探索。靈活(huo)智能(neng)(neng)(neng)方(fang)面(mian)，系(xi)統(tong)調(diao)節(jie)(jie)能(neng)(neng)(neng)力(li)(li)持續(xu)加(jia)強(qiang)，具備深度調(diao)節(jie)(jie)能(neng)(neng)(neng)力(li)(li)的煤電(dian)(dian)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)容(rong)量(liang)占比(bi)超(chao)過(guo)50%，抽水蓄能(neng)(neng)(neng)、新(xin)(xin)(xin)型儲能(neng)(neng)(neng)新(xin)(xin)(xin)增(zeng)(zeng)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)容(rong)量(liang)2814萬千瓦(wa)，在(zai)(zai)近年(nian)來新(xin)(xin)(xin)能(neng)(neng)(neng)源裝(zhuang)(zhuang)(zhuang)機(ji)(ji)高速(su)增(zeng)(zeng)長(chang)條件下(xia)，利用率(lv)連續(xu)五年(nian)保持95%以上，電(dian)(dian)力(li)(li)發(fa)(fa)輸配售用全環節(jie)(jie)數字化(hua)、信息化(hua)、智能(neng)(neng)(neng)化(hua)發(fa)(fa)展(zhan)勢頭強(qiang)勁，持續(xu)激發(fa)(fa)電(dian)(dian)力(li)(li)發(fa)(fa)展(zhan)新(xin)(xin)(xin)動(dong)能(neng)(neng)(neng)。

根據《報告(gao)2024》預計(ji)(ji)，預計(ji)(ji)2024年全國全社會用(yong)電(dian)量增速(su)接近(jin)2023年，新能源新增裝(zhuang)機將保持快速(su)增長(chang)，電(dian)力供(gong)應能力繼續(xu)提升。全國電(dian)力供(gong)需(xu)(xu)形勢呈現(xian)總體緊(jin)平衡態勢，迎峰度夏和(he)度冬用(yong)電(dian)高(gao)峰期，部分區域中的部分省級(ji)電(dian)網電(dian)力供(gong)應偏緊(jin)，部分時段可能需(xu)(xu)要實(shi)施(shi)需(xu)(xu)求側管理等措施(shi)。

為(wei)深入、系(xi)統、專(zhuan)(zhuan)業地展示(shi)電(dian)力(li)(li)行(xing)業各(ge)專(zhuan)(zhuan)業領域(yu)(yu)發(fa)展情況，中電(dian)聯同時(shi)組織編撰了電(dian)力(li)(li)供需(xu)分(fen)析、國際合作、電(dian)力(li)(li)建設(she)工(gong)程質量、標(biao)準化、可靠性(xing)、人才、造價管理、電(dian)氣(qi)化、數字(zi)化、科技(ji)創新(xin)、信(xin)用體(ti)系(xi)建設(she)、電(dian)力(li)(li)建設(she)工(gong)程檢驗檢測、法治合規等專(zhuan)(zhuan)業報(bao)告(gao)，形成了中電(dian)聯“1+N”年(nian)度系(xi)列報(bao)告(gao)，以進一步滿足各(ge)專(zhuan)(zhuan)業領域(yu)(yu)讀者的需(xu)求，各(ge)報(bao)告(gao)即將出版發(fa)行(xing)。

《中國(guo)電力行(xing)業(ye)年度發展報告2024》

（發布(bu)稿(gao)）

2023年(nian)是全面(mian)建(jian)設社(she)會主(zhu)義(yi)(yi)現(xian)代化國(guo)家(jia)開(kai)局(ju)起步的(de)重要(yao)一(yi)年(nian)，電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)行業(ye)堅持(chi)以習近平新(xin)(xin)時代中(zhong)國(guo)特色社(she)會主(zhu)義(yi)(yi)思(si)想為指(zhi)導(dao)，深(shen)(shen)入(ru)貫(guan)徹(che)落實(shi)習近平總(zong)書記(ji)重要(yao)指(zhi)示批示和(he)(he)黨的(de)二(er)十大精神，按照黨中(zhong)央、國(guo)務院部署，堅持(chi)穩(wen)中(zhong)求(qiu)進(jin)(jin)(jin)工作總(zong)基(ji)調，統(tong)(tong)籌(chou)發(fa)展(zhan)和(he)(he)安全，深(shen)(shen)入(ru)貫(guan)徹(che)“四(si)個革命、一(yi)個合作”能(neng)源安全新(xin)(xin)戰略，積極穩(wen)妥(tuo)推(tui)進(jin)(jin)(jin)碳(tan)(tan)達峰碳(tan)(tan)中(zhong)和(he)(he)，加(jia)快(kuai)(kuai)構建(jian)新(xin)(xin)型(xing)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)系統(tong)(tong)，助(zhu)力(li)(li)(li)(li)(li)(li)加(jia)快(kuai)(kuai)建(jian)設新(xin)(xin)型(xing)能(neng)源體系，在新(xin)(xin)的(de)歷史起點上(shang)推(tui)動(dong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)源網荷(he)儲全鏈條發(fa)展(zhan)邁上(shang)新(xin)(xin)臺階。電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)行業(ye)深(shen)(shen)入(ru)學習貫(guan)徹(che)習近平新(xin)(xin)時代中(zhong)國(guo)特色社(she)會主(zhu)義(yi)(yi)思(si)想主(zhu)題教育，大力(li)(li)(li)(li)(li)(li)弘揚“忠誠擔(dan)當、求(qiu)實(shi)創(chuang)新(xin)(xin)、追求(qiu)卓越、奉獻光(guang)明”的(de)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)精神，實(shi)現(xian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)清潔低碳(tan)(tan)、安全高(gao)效(xiao)發(fa)展(zhan)水(shui)平和(he)(he)各(ge)類用(yong)戶電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)獲得(de)感雙提(ti)(ti)升；全力(li)(li)(li)(li)(li)(li)保(bao)(bao)障能(neng)源電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)安全，著力(li)(li)(li)(li)(li)(li)增強電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)供(gong)(gong)應(ying)(ying)鏈彈(dan)性和(he)(he)韌性，供(gong)(gong)需協同發(fa)力(li)(li)(li)(li)(li)(li)，有效(xiao)緩解了(le)年(nian)初和(he)(he)歲末(mo)部分地(di)區部分時段供(gong)(gong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)緊張局(ju)面(mian)，堅決守牢民(min)生(sheng)(sheng)用(yong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)安全底線，電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)生(sheng)(sheng)產(chan)供(gong)(gong)應(ying)(ying)和(he)(he)系統(tong)(tong)運行保(bao)(bao)持(chi)穩(wen)定(ding)；加(jia)快(kuai)(kuai)推(tui)動(dong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)綠色低碳(tan)(tan)轉型(xing)，著力(li)(li)(li)(li)(li)(li)構建(jian)風(feng)、光(guang)、水(shui)、核、火多輪驅動(dong)的(de)清潔電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)供(gong)(gong)應(ying)(ying)體系，新(xin)(xin)能(neng)源保(bao)(bao)持(chi)快(kuai)(kuai)速發(fa)展(zhan)勢頭，電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)碳(tan)(tan)排放強度(du)穩(wen)步下降；縱深(shen)(shen)推(tui)進(jin)(jin)(jin)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)市(shi)(shi)場(chang)化改革和(he)(he)科技創(chuang)新(xin)(xin)，加(jia)快(kuai)(kuai)建(jian)設統(tong)(tong)一(yi)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)市(shi)(shi)場(chang)，持(chi)續完(wan)善市(shi)(shi)場(chang)交易機制，推(tui)動(dong)建(jian)立(li)煤(mei)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)容量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)價(jia)機制，加(jia)大力(li)(li)(li)(li)(li)(li)度(du)開(kai)展(zhan)高(gao)效(xiao)新(xin)(xin)能(neng)源發(fa)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)、先進(jin)(jin)(jin)核電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)、靈(ling)活(huo)煤(mei)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)、多元新(xin)(xin)型(xing)儲能(neng)、特高(gao)壓(ya)輸電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)等關鍵技術(shu)攻關，加(jia)快(kuai)(kuai)推(tui)進(jin)(jin)(jin)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)產(chan)業(ye)數字化進(jin)(jin)(jin)程，電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)高(gao)質量(liang)(liang)發(fa)展(zhan)的(de)活(huo)力(li)(li)(li)(li)(li)(li)和(he)(he)動(dong)力(li)(li)(li)(li)(li)(li)進(jin)(jin)(jin)一(yi)步增強；扎實(shi)推(tui)進(jin)(jin)(jin)共建(jian)綠色“一(yi)帶一(yi)路”，構建(jian)亞太電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)命運共同體取得(de)新(xin)(xin)成效(xiao)，高(gao)水(shui)平電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)國(guo)際(ji)合作全方位(wei)拓(tuo)展(zhan)。電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)行業(ye)踐行責(ze)任(ren)擔(dan)當，為推(tui)動(dong)經(jing)濟高(gao)質量(liang)(liang)發(fa)展(zhan)和(he)(he)滿足人民(min)美好生(sheng)(sheng)活(huo)需要(yao)提(ti)(ti)供(gong)(gong)了(le)堅強電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)保(bao)(bao)障，譜寫了(le)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)力(li)(li)(li)(li)(li)(li)高(gao)質量(liang)(liang)發(fa)展(zhan)新(xin)(xin)篇章。

一、電力消費(fei)

全(quan)(quan)社會(hui)用(yong)電(dian)(dian)量(liang)同(tong)(tong)(tong)比(bi)增(zeng)長(chang)6.7%，全(quan)(quan)年增(zeng)速(su)逐季上(shang)升。國(guo)民經濟(ji)改善向好(hao)拉動電(dian)(dian)力消費同(tong)(tong)(tong)比(bi)提(ti)升，2023年全(quan)(quan)國(guo)全(quan)(quan)社會(hui)用(yong)電(dian)(dian)量(liang)92238億(yi)千瓦時(shi)(shi)，同(tong)(tong)(tong)比(bi)增(zeng)長(chang)6.7%，增(zeng)速(su)同(tong)(tong)(tong)比(bi)提(ti)高3.1個百(bai)(bai)分(fen)點，高于GDP增(zeng)速(su)1.5個百(bai)(bai)分(fen)；全(quan)(quan)國(guo)人(ren)(ren)均用(yong)電(dian)(dian)量(liang)6538千瓦時(shi)(shi)/人(ren)(ren)，同(tong)(tong)(tong)比(bi)增(zeng)加422千瓦時(shi)(shi)/人(ren)(ren)。受(shou)經濟(ji)回升及上(shang)年同(tong)(tong)(tong)期基數的影響，各(ge)季度全(quan)(quan)社會(hui)用(yong)電(dian)(dian)量(liang)同(tong)(tong)(tong)比(bi)分(fen)別(bie)增(zeng)長(chang)3.6%、6.4%、6.6%、10.0%，第四季度增(zeng)速(su)達到最高。

電(dian)(dian)力消費(fei)結構繼續優(you)化，新興產(chan)業(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)增(zeng)勢(shi)(shi)強勁(jing)。2023年，第(di)一產(chan)業(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)延續快(kuai)速(su)增(zeng)長(chang)(chang)勢(shi)(shi)頭，達到1277億(yi)千(qian)瓦(wa)時(shi)，同(tong)(tong)比(bi)增(zeng)長(chang)(chang)11.4%，占(zhan)(zhan)全(quan)社會用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)的(de)1.4%，與上年基本持平；第(di)二產(chan)業(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)60750億(yi)千(qian)瓦(wa)時(shi)，同(tong)(tong)比(bi)增(zeng)長(chang)(chang)6.5%，占(zhan)(zhan)全(quan)社會用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)的(de)65.9%（其(qi)中(zhong)，工業(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)59785億(yi)千(qian)瓦(wa)時(shi)，同(tong)(tong)比(bi)增(zeng)長(chang)(chang)6.7%）；第(di)三(san)產(chan)業(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)恢復快(kuai)速(su)增(zeng)長(chang)(chang)勢(shi)(shi)頭，達到16696億(yi)千(qian)瓦(wa)時(shi)，同(tong)(tong)比(bi)增(zeng)長(chang)(chang)12.2%，占(zhan)(zhan)全(quan)社會用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)的(de)18.1%，同(tong)(tong)比(bi)提高0.9個百分點(dian)；城鄉居民生活用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)13514億(yi)千(qian)瓦(wa)時(shi)，同(tong)(tong)比(bi)增(zeng)長(chang)(chang)0.8%，占(zhan)(zhan)全(quan)社會用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)的(de)14.7%，增(zeng)速(su)同(tong)(tong)比(bi)回(hui)落12.8個百分點(dian)。第(di)一產(chan)業(ye)(ye)(ye)和(he)第(di)三(san)產(chan)業(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)增(zeng)速(su)均(jun)超(chao)過10%，且明顯(xian)高于(yu)全(quan)社會用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)增(zeng)速(su)。從用(yong)(yong)電(dian)(dian)增(zeng)量(liang)(liang)(liang)(liang)構成看，第(di)二產(chan)業(ye)(ye)(ye)和(he)第(di)三(san)產(chan)業(ye)(ye)(ye)的(de)拉動分別達到4.3和(he)2.1個百分點(dian)，對全(quan)社會用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)增(zeng)長(chang)(chang)的(de)貢獻率分別為64.2%和(he)31.5%。第(di)二產(chan)業(ye)(ye)(ye)中(zhong)，高技術及(ji)裝備制造(zao)業(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)同(tong)(tong)比(bi)增(zeng)長(chang)(chang)11.2%，超(chao)過制造(zao)業(ye)(ye)(ye)整體增(zeng)長(chang)(chang)水平3.8個百分點(dian)，表現(xian)亮眼。其(qi)中(zhong)，光伏設備制造(zao)用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)同(tong)(tong)比(bi)增(zeng)長(chang)(chang)76.0%，新能源整車(che)制造(zao)用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)同(tong)(tong)比(bi)增(zeng)長(chang)(chang)38.8%，充換(huan)電(dian)(dian)服務業(ye)(ye)(ye)用(yong)(yong)電(dian)(dian)量(liang)(liang)(liang)(liang)同(tong)(tong)比(bi)增(zeng)長(chang)(chang)78.1%，展現(xian)了強勁(jing)的(de)增(zeng)長(chang)(chang)態勢(shi)(shi)。

二、電力生產供應

煤(mei)(mei)電(dian)裝(zhuang)(zhuang)機(ji)(ji)占比(bi)(bi)首(shou)次降(jiang)至40%以下，新能(neng)源發(fa)(fa)(fa)電(dian)裝(zhuang)(zhuang)機(ji)(ji)突破10億千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)。截至2023年底，全國全口徑發(fa)(fa)(fa)電(dian)裝(zhuang)(zhuang)機(ji)(ji)容量292224萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)14.0%，增(zeng)(zeng)(zeng)(zeng)速同(tong)(tong)(tong)比(bi)(bi)提升(sheng)6.0個(ge)(ge)百(bai)分(fen)點。其(qi)(qi)中(zhong)，水電(dian)42237萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)2.0%（其(qi)(qi)中(zhong)抽水蓄能(neng)5094萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)11.2%）；火電(dian)139099萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)4.2%（煤(mei)(mei)電(dian)116484萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)3.4%，占總裝(zhuang)(zhuang)機(ji)(ji)容量比(bi)(bi)重降(jiang)至39.9%，同(tong)(tong)(tong)比(bi)(bi)降(jiang)低4.1個(ge)(ge)百(bai)分(fen)點；氣電(dian)12620萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)9.1%）；核(he)電(dian)5691萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)2.4%；并(bing)網風電(dian)44144萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)20.7%（其(qi)(qi)中(zhong)陸(lu)上風電(dian)40415萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，海上風電(dian)3729萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)）；并(bing)網太(tai)陽能(neng)發(fa)(fa)(fa)電(dian)61048萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)55.5%（其(qi)(qi)中(zhong)，并(bing)網光(guang)伏(fu)發(fa)(fa)(fa)電(dian)60991萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，集中(zhong)式(shi)光(guang)伏(fu)35224萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，分(fen)布式(shi)光(guang)伏(fu)25767萬(wan)(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)）；并(bing)網風電(dian)和光(guang)伏(fu)發(fa)(fa)(fa)電(dian)合(he)計(ji)裝(zhuang)(zhuang)機(ji)(ji)規(gui)模突破10億千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)大關，2023年底達到10.5億千(qian)(qian)(qian)(qian)瓦(wa)(wa)(wa)(wa)(wa)，占總裝(zhuang)(zhuang)機(ji)(ji)容量比(bi)(bi)重為36%。

新(xin)能(neng)源發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)(liang)(liang)增(zeng)(zeng)量(liang)(liang)(liang)(liang)占(zhan)(zhan)(zhan)總(zong)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)(liang)(liang)增(zeng)(zeng)量(liang)(liang)(liang)(liang)的46.1%。2023年，全(quan)國發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)(liang)(liang)94564億(yi)(yi)千瓦(wa)時(shi)，同(tong)比(bi)增(zeng)(zeng)長(chang)6.9%。其中(zhong)，受年初主要(yao)水庫蓄水不(bu)足及(ji)降水偏少的影響，水電(dian)(dian)(dian)(dian)(dian)(dian)12859億(yi)(yi)千瓦(wa)時(shi)，同(tong)比(bi)下(xia)降4.9%，占(zhan)(zhan)(zhan)總(zong)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)(liang)(liang)的13.6%；火電(dian)(dian)(dian)(dian)(dian)(dian)62657億(yi)(yi)千瓦(wa)時(shi)，同(tong)比(bi)增(zeng)(zeng)長(chang)6.4%，占(zhan)(zhan)(zhan)總(zong)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)(liang)(liang)的66.3%；核電(dian)(dian)(dian)(dian)(dian)(dian)4347億(yi)(yi)千瓦(wa)時(shi)，同(tong)比(bi)增(zeng)(zeng)長(chang)4.1%，占(zhan)(zhan)(zhan)總(zong)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)(liang)(liang)的4.6%；風(feng)電(dian)(dian)(dian)(dian)(dian)(dian)8859億(yi)(yi)千瓦(wa)時(shi)，同(tong)比(bi)增(zeng)(zeng)長(chang)16.2%，占(zhan)(zhan)(zhan)總(zong)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)(liang)(liang)的9.4%；太(tai)陽(yang)能(neng)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)5842億(yi)(yi)千瓦(wa)時(shi)，同(tong)比(bi)增(zeng)(zeng)長(chang)36.7%，占(zhan)(zhan)(zhan)總(zong)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)(liang)(liang)的6.2%。在新(xin)能(neng)源發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)裝(zhuang)機快速帶動下(xia)，風(feng)電(dian)(dian)(dian)(dian)(dian)(dian)和太(tai)陽(yang)能(neng)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)(liang)(liang)快速增(zeng)(zeng)長(chang)，合計發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)(liang)(liang)同(tong)比(bi)增(zeng)(zeng)加2801億(yi)(yi)千瓦(wa)時(shi)，占(zhan)(zhan)(zhan)全(quan)年總(zong)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)(dian)量(liang)(liang)(liang)(liang)增(zeng)(zeng)量(liang)(liang)(liang)(liang)的46.1%。

電(dian)網輸(shu)配電(dian)能力不斷增(zeng)(zeng)強，跨區、跨省配置(zhi)電(dian)能穩步(bu)增(zeng)(zeng)長。初步(bu)統計，截至2023年底，全(quan)國電(dian)網220千(qian)(qian)伏及以上(shang)輸(shu)電(dian)線路長度919667千(qian)(qian)米，同(tong)(tong)比增(zeng)(zeng)長4.6%。全(quan)國電(dian)網220千(qian)(qian)伏及以上(shang)公用變電(dian)設備(bei)容量(liang)542400萬千(qian)(qian)伏安(an)，同(tong)(tong)比增(zeng)(zeng)長5.7%。2023年，全(quan)國跨區輸(shu)電(dian)能力達到18815萬千(qian)(qian)瓦，同(tong)(tong)比持平；全(quan)國完成跨區輸(shu)送電(dian)量(liang)8497億(yi)千(qian)(qian)瓦時(shi)，同(tong)(tong)比增(zeng)(zeng)長9.7%。

三、電力供需

全國(guo)電力供(gong)(gong)(gong)需(xu)總(zong)體平衡，局(ju)部(bu)地區局(ju)部(bu)時段(duan)供(gong)(gong)(gong)需(xu)偏緊。2023年(nian)(nian)，我(wo)國(guo)高(gao)溫干(gan)旱、洪澇臺風、雨雪冰凍等(deng)極端天氣多發(fa)頻發(fa)，電力負荷屢創新(xin)高(gao)，最高(gao)達到13.45億千瓦，比2022年(nian)(nian)最高(gao)用電負荷增長4.3%。年(nian)(nian)初受來水偏枯、電煤供(gong)(gong)(gong)應緊張等(deng)因素疊加影響(xiang)，少數省份在部(bu)分時段(duan)供(gong)(gong)(gong)需(xu)形(xing)勢較為緊張；迎峰度夏(xia)期(qi)間全國(guo)電力供(gong)(gong)(gong)需(xu)形(xing)勢總(zong)體平衡，各省份均未(wei)采(cai)取有序用電措(cuo)施(shi)，為近(jin)年(nian)(nian)來最好情況；年(nian)(nian)末12月我(wo)國(guo)多地出(chu)現大范圍寒潮、強雨雪天氣，近(jin)10個省份電力供(gong)(gong)(gong)需(xu)形(xing)勢偏緊，部(bu)分省級電網通過需(xu)求側管理等(deng)措(cuo)施(shi)，確保電力供(gong)(gong)(gong)需(xu)平衡。

供需兩端協同發力(li)(li)保(bao)(bao)用(yong)電(dian)(dian)(dian)，電(dian)(dian)(dian)力(li)(li)系(xi)統(tong)全(quan)年(nian)保(bao)(bao)持(chi)穩定運行(xing)(xing)。2023年(nian)，國家高度(du)重視并(bing)出臺一系(xi)列電(dian)(dian)(dian)力(li)(li)保(bao)(bao)供措施，電(dian)(dian)(dian)力(li)(li)行(xing)(xing)業以高度(du)的政治責任感(gan)，不斷提高電(dian)(dian)(dian)力(li)(li)保(bao)(bao)供能力(li)(li)，堅持(chi)政企聯動、源(yuan)網荷儲協同發力(li)(li)，通過提升機組頂峰(feng)發電(dian)(dian)(dian)能力(li)(li)、加強省間(jian)余缺互濟、實施負(fu)荷側(ce)管理等(deng)措施，全(quan)力(li)(li)做好(hao)迎(ying)峰(feng)度(du)夏、迎(ying)峰(feng)度(du)冬(dong)期間(jian)電(dian)(dian)(dian)力(li)(li)保(bao)(bao)供，守牢民生用(yong)電(dian)(dian)(dian)安全(quan)底線，電(dian)(dian)(dian)力(li)(li)系(xi)統(tong)全(quan)年(nian)保(bao)(bao)持(chi)穩定運行(xing)(xing)。

四、電力投資與建設

電源投(tou)資(zi)(zi)(zi)(zi)增(zeng)速創新高，非(fei)化(hua)石能源發(fa)電投(tou)資(zi)(zi)(zi)(zi)占比(bi)達89.2%。2023年(nian)，全(quan)國主(zhu)要電力企業合計完成投(tou)資(zi)(zi)(zi)(zi)15502億(yi)元(yuan)，同(tong)比(bi)增(zeng)長(chang)(chang)(chang)(chang)24.7%。全(quan)國電源工程(cheng)建設完成投(tou)資(zi)(zi)(zi)(zi)10225億(yi)元(yuan)，同(tong)比(bi)增(zeng)長(chang)(chang)(chang)(chang)37.7%，占電力投(tou)資(zi)(zi)(zi)(zi)比(bi)重的66.0%。其中，水電投(tou)資(zi)(zi)(zi)(zi)1029億(yi)元(yuan)，同(tong)比(bi)增(zeng)長(chang)(chang)(chang)(chang)18.0%（其中抽水蓄能投(tou)資(zi)(zi)(zi)(zi)同(tong)比(bi)增(zeng)長(chang)(chang)(chang)(chang)40%，占水電投(tou)資(zi)(zi)(zi)(zi)比(bi)重46.7%）；火電投(tou)資(zi)(zi)(zi)(zi)1124億(yi)元(yuan)，同(tong)比(bi)增(zeng)長(chang)(chang)(chang)(chang)25.6%；核電1003億(yi)元(yuan)，同(tong)比(bi)增(zeng)長(chang)(chang)(chang)(chang)27.7%；風電投(tou)資(zi)(zi)(zi)(zi)2753億(yi)元(yuan)，同(tong)比(bi)增(zeng)長(chang)(chang)(chang)(chang)36.9%；太陽能發(fa)電完成4316億(yi)元(yuan)，同(tong)比(bi)增(zeng)長(chang)(chang)(chang)(chang)50.7%。非(fei)化(hua)石能源發(fa)電投(tou)資(zi)(zi)(zi)(zi)同(tong)比(bi)增(zeng)長(chang)(chang)(chang)(chang)39.2%，占電源投(tou)資(zi)(zi)(zi)(zi)比(bi)重達到89.2%，電源投(tou)資(zi)(zi)(zi)(zi)加速綠色低碳轉型。

新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)并(bing)網太陽能裝(zhuang)機(ji)突破2億(yi)千(qian)(qian)瓦(wa)(wa)(wa)(wa)，新(xin)能源新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)裝(zhuang)機(ji)成(cheng)為(wei)新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)裝(zhuang)機(ji)絕對(dui)主體。2023年，全國新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)發(fa)電(dian)裝(zhuang)機(ji)容量37067萬千(qian)(qian)瓦(wa)(wa)(wa)(wa)，同(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長86.7%，增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速較上年提(ti)升(sheng)75.5個百分(fen)點。其(qi)中，新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)水(shui)電(dian)943萬千(qian)(qian)瓦(wa)(wa)(wa)(wa)，同(tong)(tong)比下(xia)降60.2%（其(qi)中新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)抽水(shui)蓄(xu)能545萬千(qian)(qian)瓦(wa)(wa)(wa)(wa)，同(tong)(tong)比下(xia)降38.1%）；新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)火電(dian)6610萬千(qian)(qian)瓦(wa)(wa)(wa)(wa)，同(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長44.7%（其(qi)中新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)煤電(dian)4775萬千(qian)(qian)瓦(wa)(wa)(wa)(wa)，同(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長63.6%；新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)氣電(dian)1025萬千(qian)(qian)瓦(wa)(wa)(wa)(wa)，同(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長57.9%）；新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)核(he)電(dian)139萬千(qian)(qian)瓦(wa)(wa)(wa)(wa)，同(tong)(tong)比下(xia)降39.1%；新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)并(bing)網風(feng)電(dian)7622千(qian)(qian)瓦(wa)(wa)(wa)(wa)，同(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長97.4%；新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)并(bing)網太陽能發(fa)電(dian)21753萬千(qian)(qian)瓦(wa)(wa)(wa)(wa)，占同(tong)(tong)期(qi)全國總新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)裝(zhuang)機(ji)的(de)比重為(wei)58.7%，同(tong)(tong)比增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長146.6%。風(feng)電(dian)、光伏發(fa)電(dian)的(de)新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)裝(zhuang)機(ji)占新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)裝(zhuang)機(ji)總容量的(de)比重達到79.2%，成(cheng)為(wei)新(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)裝(zhuang)機(ji)的(de)絕對(dui)主體。

電(dian)(dian)網(wang)投(tou)(tou)(tou)資持續提(ti)升，重點輸電(dian)(dian)通道建設穩步推進。2023年(nian)全國電(dian)(dian)網(wang)工(gong)程(cheng)建設完成投(tou)(tou)(tou)資5277億元，同(tong)比(bi)增長5.4%。其中，直(zhi)流工(gong)程(cheng)145億元，同(tong)比(bi)下降53.9%；交(jiao)(jiao)流工(gong)程(cheng)4987億元，同(tong)比(bi)增長10.7%，占電(dian)(dian)網(wang)總投(tou)(tou)(tou)資的94.5%。電(dian)(dian)網(wang)企業進一步加強(qiang)農網(wang)鞏固與提(ti)升配網(wang)建設，110千(qian)伏(fu)及以下等級(ji)電(dian)(dian)網(wang)投(tou)(tou)(tou)資2902億元，占電(dian)(dian)網(wang)工(gong)程(cheng)投(tou)(tou)(tou)資總額的55.0%。白鶴灘—浙江±800千(qian)伏(fu)特(te)高(gao)壓直(zhi)流輸電(dian)(dian)工(gong)程(cheng)實(shi)現全容量投(tou)(tou)(tou)產，駐(zhu)馬店—武漢1000千(qian)伏(fu)特(te)高(gao)壓交(jiao)(jiao)流工(gong)程(cheng)正式投(tou)(tou)(tou)運。

五、電力低碳環保

降(jiang)碳減(jian)污工作扎實推進。2023年(nian)，全(quan)國(guo)單位火(huo)(huo)電(dian)(dian)發(fa)電(dian)(dian)量(liang)(liang)二氧化(hua)碳排放(fang)約(yue)821克(ke)/千(qian)瓦(wa)時(shi)，同(tong)比(bi)降(jiang)低0.4%，比(bi)2005年(nian)降(jiang)低21.7%；單位發(fa)電(dian)(dian)量(liang)(liang)二氧化(hua)碳排放(fang)約(yue)540克(ke)/千(qian)瓦(wa)時(shi)，同(tong)比(bi)降(jiang)低0.2%，比(bi)2005年(nian)降(jiang)低37.1%。火(huo)(huo)電(dian)(dian)清潔高效靈活轉(zhuan)型(xing)深(shen)入推進，2023年(nian)，全(quan)國(guo)火(huo)(huo)電(dian)(dian)煙塵、二氧化(hua)硫、氮氧化(hua)物(wu)排放(fang)總量(liang)(liang)分(fen)(fen)別(bie)為8.5萬噸、48.4萬噸和78.5萬噸，同(tong)比(bi)分(fen)(fen)別(bie)下降(jiang)約(yue)14.1%、上(shang)升(sheng)約(yue)1.7%、上(shang)升(sheng)約(yue)3.0%，全(quan)國(guo)6000千(qian)瓦(wa)及以上(shang)火(huo)(huo)電(dian)(dian)廠(chang)供電(dian)(dian)標準(zhun)煤耗301.6克(ke)/千(qian)瓦(wa)時(shi)。2023年(nian)，全(quan)國(guo)電(dian)(dian)網線損率4.54%，同(tong)比(bi)降(jiang)低0.3個百分(fen)(fen)點。

市(shi)場機制促進電(dian)力(li)碳減排(pai)(pai)(pai)。全國(guo)2257家(jia)火電(dian)企業(ye)參與碳排(pai)(pai)(pai)放(fang)權交(jiao)易，2023年(nian)全年(nian)碳配額總成(cheng)交(jiao)量達到(dao)2.12億(yi)(yi)噸(dun)，累計成(cheng)交(jiao)額超過144億(yi)(yi)元。全年(nian)覆蓋(gai)二氧化碳排(pai)(pai)(pai)放(fang)量超過50億(yi)(yi)噸(dun)，成(cheng)為(wei)全球(qiu)覆蓋(gai)溫(wen)室氣體(ti)排(pai)(pai)(pai)放(fang)量最大的碳市(shi)場。全國(guo)溫(wen)室氣體(ti)自愿(yuan)減排(pai)(pai)(pai)交(jiao)易市(shi)場啟動，溫(wen)室氣體(ti)自愿(yuan)減排(pai)(pai)(pai)項目首批(pi)方(fang)法學(xue)發布，為(wei)降低減排(pai)(pai)(pai)成(cheng)本提供(gong)更多渠道。

六、電力安全與可靠性

電(dian)力可(ke)(ke)(ke)(ke)靠(kao)性(xing)(xing)穩(wen)(wen)步提(ti)升(sheng)。2023年，納入(ru)(ru)電(dian)力可(ke)(ke)(ke)(ke)靠(kao)性(xing)(xing)統(tong)(tong)計(ji)的(de)水電(dian)機(ji)組等(deng)效可(ke)(ke)(ke)(ke)用(yong)(yong)系(xi)數(shu)(shu)(shu)為(wei)93.38%，同(tong)(tong)(tong)比(bi)(bi)上(shang)(shang)升(sheng)0.43個(ge)(ge)百(bai)分(fen)點(dian)(dian)(dian)；煤(mei)電(dian)機(ji)組可(ke)(ke)(ke)(ke)靠(kao)性(xing)(xing)總(zong)體維持(chi)在(zai)較高水平(ping)，等(deng)效可(ke)(ke)(ke)(ke)用(yong)(yong)系(xi)數(shu)(shu)(shu)為(wei)91.73%，同(tong)(tong)(tong)比(bi)(bi)上(shang)(shang)升(sheng)0.22個(ge)(ge)百(bai)分(fen)點(dian)(dian)(dian)；氣電(dian)機(ji)組等(deng)效可(ke)(ke)(ke)(ke)用(yong)(yong)系(xi)數(shu)(shu)(shu)為(wei)92.90%，同(tong)(tong)(tong)比(bi)(bi)上(shang)(shang)升(sheng)0.28個(ge)(ge)百(bai)分(fen)點(dian)(dian)(dian)；核(he)電(dian)機(ji)組等(deng)效可(ke)(ke)(ke)(ke)用(yong)(yong)系(xi)數(shu)(shu)(shu)為(wei)89.35%，同(tong)(tong)(tong)比(bi)(bi)下降0.33個(ge)(ge)百(bai)分(fen)點(dian)(dian)(dian)；風電(dian)機(ji)組運行可(ke)(ke)(ke)(ke)靠(kao)性(xing)(xing)指標總(zong)體平(ping)穩(wen)(wen)，等(deng)效可(ke)(ke)(ke)(ke)用(yong)(yong)系(xi)數(shu)(shu)(shu)為(wei)98.76%，同(tong)(tong)(tong)比(bi)(bi)上(shang)(shang)升(sheng)1.19個(ge)(ge)百(bai)分(fen)點(dian)(dian)(dian)。輸變電(dian)方(fang)面(mian)，納入(ru)(ru)電(dian)力可(ke)(ke)(ke)(ke)靠(kao)性(xing)(xing)統(tong)(tong)計(ji)的(de)220千伏及以上(shang)(shang)電(dian)壓等(deng)級十一類輸變電(dian)設施的(de)可(ke)(ke)(ke)(ke)用(yong)(yong)系(xi)數(shu)(shu)(shu)保持(chi)在(zai)99.44%以上(shang)(shang)。直流輸電(dian)方(fang)面(mian)，納入(ru)(ru)電(dian)力可(ke)(ke)(ke)(ke)靠(kao)性(xing)(xing)統(tong)(tong)計(ji)的(de)47個(ge)(ge)直流輸電(dian)系(xi)統(tong)(tong)合計(ji)能(neng)(neng)量(liang)可(ke)(ke)(ke)(ke)用(yong)(yong)率為(wei)96.814%，同(tong)(tong)(tong)比(bi)(bi)上(shang)(shang)升(sheng)0.013個(ge)(ge)百(bai)分(fen)點(dian)(dian)(dian)；能(neng)(neng)量(liang)利用(yong)(yong)率為(wei)42.07%，同(tong)(tong)(tong)比(bi)(bi)下降1.98個(ge)(ge)百(bai)分(fen)點(dian)(dian)(dian)。供(gong)電(dian)方(fang)面(mian)，全國供(gong)電(dian)系(xi)統(tong)(tong)用(yong)(yong)戶(hu)平(ping)均(jun)供(gong)電(dian)可(ke)(ke)(ke)(ke)靠(kao)率為(wei)99.911%，同(tong)(tong)(tong)比(bi)(bi)提(ti)高了0.015個(ge)(ge)百(bai)分(fen)點(dian)(dian)(dian)；用(yong)(yong)戶(hu)平(ping)均(jun)停電(dian)時間7.83小(xiao)時/戶(hu)，同(tong)(tong)(tong)比(bi)(bi)減(jian)少了1.27小(xiao)時/戶(hu)。

七、電力科技創新與數字化

科技(ji)創新(xin)(xin)加快(kuai)(kuai)驅動新(xin)(xin)質生產(chan)(chan)(chan)力(li)發(fa)展。2023年，電(dian)力(li)行(xing)業全(quan)(quan)力(li)打造原創技(ji)術策源地(di)，圍(wei)繞加快(kuai)(kuai)發(fa)展新(xin)(xin)質生產(chan)(chan)(chan)力(li)，取得(de)了一批自(zi)(zi)(zi)主創新(xin)(xin)成(cheng)果。在(zai)發(fa)電(dian)領域(yu)，順利投(tou)產(chan)(chan)(chan)擁有(you)(you)完全(quan)(quan)自(zi)(zi)(zi)主知識產(chan)(chan)(chan)權的全(quan)(quan)球首臺16兆瓦超大(da)(da)容量(liang)(liang)(liang)海上風(feng)電(dian)機(ji)組(zu)；國(guo)內(nei)首臺單(dan)機(ji)容量(liang)(liang)(liang)最大(da)(da)功(gong)率(lv)150兆瓦級(ji)(ji)(ji)大(da)(da)型沖擊式水電(dian)機(ji)組(zu)于2023年6月投(tou)運發(fa)電(dian)，標志著我國(guo)實(shi)現高(gao)水頭大(da)(da)容量(liang)(liang)(liang)沖擊式水電(dian)機(ji)組(zu)從(cong)設(she)計、制造到運行(xing)的全(quan)(quan)面(mian)自(zi)(zi)(zi)主化(hua)。在(zai)電(dian)網領域(yu)，建立了大(da)(da)型電(dian)力(li)系統(tong)基礎仿(fang)真理論，實(shi)現了萬節點級(ji)(ji)(ji)大(da)(da)型電(dian)力(li)系統(tong)仿(fang)真從(cong)毫秒(miao)(miao)級(ji)(ji)(ji)到微(wei)秒(miao)(miao)級(ji)(ji)(ji)仿(fang)真的突破，解決(jue)了海量(liang)(liang)(liang)電(dian)力(li)電(dian)子設(she)備微(wei)秒(miao)(miao)級(ji)(ji)(ji)響應下系統(tong)穩定特(te)性暫態仿(fang)真難(nan)題；世界首條35千(qian)伏(fu)公里級(ji)(ji)(ji)超導輸電(dian)示(shi)范工(gong)程(cheng)完成(cheng)滿負荷試驗；世界首套±1100千(qian)伏(fu)自(zi)(zi)(zi)主可(ke)控(kong)特(te)高(gao)壓(ya)(ya)直流(liu)控(kong)制保護設(she)備完成(cheng)掛網試運行(xing)；成(cheng)功(gong)研制具有(you)(you)完全(quan)(quan)自(zi)(zi)(zi)主知識產(chan)(chan)(chan)權的特(te)高(gao)壓(ya)(ya)換流(liu)變壓(ya)(ya)器(qi)用真空機(ji)械式有(you)(you)載分接開關工(gong)程(cheng)樣機(ji)，于2023年4月正式投(tou)入使用，我國(guo)特(te)高(gao)壓(ya)(ya)直流(liu)工(gong)程(cheng)換流(liu)變壓(ya)(ya)器(qi)從(cong)整機(ji)到組(zu)部(bu)件實(shi)現全(quan)(quan)部(bu)國(guo)產(chan)(chan)(chan)化(hua)。

電(dian)力數(shu)字(zi)基(ji)礎設(she)施和數(shu)據資源(yuan)(yuan)體系基(ji)礎不斷(duan)夯實。2023年(nian)，電(dian)力企業(ye)進一步深入實施國有企業(ye)數(shu)字(zi)化轉型(xing)行(xing)動(dong)計劃(hua)，完善體制(zhi)機(ji)制(zhi)、推(tui)進試點示(shi)范、探索(suo)對標評估、加強合作發(fa)展。電(dian)源(yuan)(yuan)領(ling)域(yu)特別是新能(neng)源(yuan)(yuan)發(fa)電(dian)依托數(shu)字(zi)化新技(ji)術，提升(sheng)生產運(yun)營的數(shu)字(zi)化水平，實現對發(fa)電(dian)設(she)施的遠程監控和智能(neng)化管理，顯著提升(sheng)發(fa)電(dian)效率和經濟效益；電(dian)網領(ling)域(yu)充分挖掘電(dian)(dian)力(li)數(shu)(shu)據價(jia)值，以“電(dian)(dian)力(li) + 算力(li)”帶動電(dian)(dian)力(li)產(chan)業能(neng)級躍升，通過數(shu)(shu)字化(hua)轉型(xing)促進數(shu)(shu)字技術滲透各環節(jie)，基于源網荷儲協同發(fa)展，逐步構(gou)成(cheng)“大電(dian)(dian)網 + 微電(dian)(dian)網”的電(dian)(dian)網形態(tai)。2023年，電(dian)(dian)力(li)行(xing)業主(zhu)要電(dian)(dian)力(li)企業數(shu)(shu)字化(hua)投入為396.46億元，電(dian)(dian)力(li)數(shu)(shu)字化(hua)領域的專利數(shu)(shu)量、軟件著作數(shu)(shu)量、獲(huo)獎數(shu)(shu)分別為5149項、39614項、1450項。

八、電力市場建設

電力(li)市場交(jiao)易規模(mo)快速擴大(da)，市場化程(cheng)度進一(yi)步提高。2023年，全國市場交(jiao)易電量56679.4億千瓦時，同(tong)比增(zeng)長7.9%，占全社(she)會用(yong)電量比重為61.4%，比2022年提升0.6個(ge)百分(fen)點。各電力(li)交(jiao)易平臺累計注冊(ce)市場主(zhu)體74.3萬家，同(tong)比增(zeng)長23.9%，多元(yuan)競爭主(zhu)體格局(ju)初步形(xing)成，電力(li)市場規模(mo)穩步擴大(da)。

電(dian)力(li)(li)(li)市場交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)機(ji)制(zhi)不斷完善。2023年，電(dian)力(li)(li)(li)中長(chang)期(qi)(qi)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)已在全(quan)國(guo)范圍(wei)內常(chang)態化運行并持續(xu)增(zeng)長(chang)，全(quan)國(guo)中長(chang)期(qi)(qi)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)電(dian)量占市場交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)電(dian)量比重在90%以上，中長(chang)期(qi)(qi)合同履約(yue)率超過96%，成(cheng)交(jiao)(jiao)(jiao)(jiao)價(jia)格平(ping)穩，充(chong)分發(fa)(fa)揮了電(dian)力(li)(li)(li)中長(chang)期(qi)(qi)交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)保供(gong)穩價(jia)的(de)(de)基(ji)礎作(zuo)用。電(dian)力(li)(li)(li)現(xian)貨市場建(jian)設穩步推(tui)進(jin)，23個省份(fen)啟(qi)動電(dian)力(li)(li)(li)現(xian)貨市場試運行，反映實時電(dian)力(li)(li)(li)供(gong)需的(de)(de)價(jia)格機(ji)制(zhi)基(ji)本建(jian)立。輔助(zhu)服務(wu)(wu)市場實現(xian)全(quan)覆(fu)蓋，品種和主體進(jin)一步豐(feng)富。全(quan)國(guo)各(ge)電(dian)網(wang)區域(yu)已實現(xian)輔助(zhu)服務(wu)(wu)市場全(quan)覆(fu)蓋，初步建(jian)立市場引導的(de)(de)輔助(zhu)服務(wu)(wu)資(zi)源優化配置機(ji)制(zhi)，形(xing)成(cheng)以調峰(feng)、調頻、備用等交(jiao)(jiao)(jiao)(jiao)易(yi)(yi)品種為核心的(de)(de)區域(yu)、省級(ji)輔助(zhu)服務(wu)(wu)市場體系(xi)，對保障電(dian)力(li)(li)(li)系(xi)統(tong)安(an)全(quan)穩定(ding)運行、促進(jin)新能(neng)源消納、降低系(xi)統(tong)調節成(cheng)本發(fa)(fa)揮了積極(ji)作(zuo)用。

電(dian)(dian)(dian)(dian)力(li)市(shi)(shi)場化(hua)改(gai)革深入推(tui)進。2023年(nian)，煤電(dian)(dian)(dian)(dian)容量(liang)電(dian)(dian)(dian)(dian)價(jia)政策出臺，初步(bu)形成了容量(liang)電(dian)(dian)(dian)(dian)價(jia)回(hui)收(shou)(shou)固定成本、電(dian)(dian)(dian)(dian)量(liang)電(dian)(dian)(dian)(dian)價(jia)回(hui)收(shou)(shou)變(bian)動成本、輔(fu)助(zhu)服務(wu)回(hui)收(shou)(shou)調節成本的(de)(de)煤電(dian)(dian)(dian)(dian)價(jia)格機制(zhi)，推(tui)動煤電(dian)(dian)(dian)(dian)向基礎保障(zhang)性和系統調節性電(dian)(dian)(dian)(dian)源并重轉型。新(xin)能源進入電(dian)(dian)(dian)(dian)力(li)市(shi)(shi)場節奏(zou)進一步(bu)加快，全國新(xin)能源市(shi)(shi)場化(hua)交(jiao)(jiao)易(yi)電(dian)(dian)(dian)(dian)量(liang)6845億(yi)(yi)(yi)千(qian)瓦時(shi)，占新(xin)能源總發電(dian)(dian)(dian)(dian)量(liang)的(de)(de)47.3%，全國范圍內促進有效競爭的(de)(de)交(jiao)(jiao)易(yi)規(gui)則(ze)體系基本形成。積極(ji)構建綠(lv)電(dian)(dian)(dian)(dian)、綠(lv)證市(shi)(shi)場體系，完善交(jiao)(jiao)易(yi)機制(zhi)，綠(lv)電(dian)(dian)(dian)(dian)、綠(lv)證交(jiao)(jiao)易(yi)規(gui)模不斷(duan)擴大，自(zi)綠(lv)電(dian)(dian)(dian)(dian)、綠(lv)證交(jiao)(jiao)易(yi)啟動以來，截至2023年(nian)底，全國綠(lv)電(dian)(dian)(dian)(dian)交(jiao)(jiao)易(yi)累(lei)計成交(jiao)(jiao)量(liang)954億(yi)(yi)(yi)千(qian)瓦時(shi)。綠(lv)證交(jiao)(jiao)易(yi)累(lei)計成交(jiao)(jiao)量(liang)突破(po)1億(yi)(yi)(yi)張。

九、電力企業經營

電(dian)(dian)力(li)(li)企業(ye)經(jing)營(ying)形勢(shi)繼續向好。截至(zhi)2023年底(di)，國(guo)(guo)家(jia)(jia)電(dian)(dian)網(wang)、南方電(dian)(dian)網(wang)和內蒙古(gu)電(dian)(dian)力(li)(li)三家(jia)(jia)電(dian)(dian)網(wang)企業(ye)資(zi)產總(zong)額(e)(e)合(he)計6.56萬億元(yuan)，同(tong)比增長(chang)(chang)6.5%；中國(guo)(guo)華能、中國(guo)(guo)大(da)唐、中國(guo)(guo)華電(dian)(dian)、國(guo)(guo)家(jia)(jia)能源集(ji)(ji)團(tuan)(tuan)、國(guo)(guo)家(jia)(jia)電(dian)(dian)投五大(da)發電(dian)(dian)集(ji)(ji)團(tuan)(tuan)資(zi)產總(zong)額(e)(e)合(he)計7.38萬億元(yuan)，同(tong)比增長(chang)(chang)8.3%。2023年，三家(jia)(jia)電(dian)(dian)網(wang)企業(ye)主營(ying)業(ye)務收入合(he)計4.51萬億元(yuan)，同(tong)比增長(chang)(chang)2.6%，平(ping)均資(zi)產負債率為(wei)56.3%，同(tong)比降低0.2個(ge)百分點；五大(da)發電(dian)(dian)集(ji)(ji)團(tuan)(tuan)電(dian)(dian)力(li)(li)業(ye)務收入1.58萬億元(yuan)，同(tong)比增長(chang)(chang)3.4%，電(dian)(dian)力(li)(li)業(ye)務利潤(run)總(zong)額(e)(e)1081億元(yuan)，同(tong)比增長(chang)(chang)906億元(yuan)。

煤電(dian)企業經營狀況略有好(hao)(hao)轉(zhuan)。2023年，國內電(dian)煤市場整體(ti)區域平衡，電(dian)煤中長期合同(tong)履約率明顯提升，現(xian)貨(huo)價(jia)格總體(ti)回落。電(dian)煤中長期合同(tong)機制持續發揮保供(gong)“穩定器(qi)”作用。根據CECI沿海(hai)指數(shu)統計，2023年，5500大卡現(xian)貨(huo)成交(jiao)價(jia)平均為(wei)978元(yuan)/噸(dun)，同(tong)比下降303元(yuan)/噸(dun)。煤電(dian)企業經營狀況略有好(hao)(hao)轉(zhuan)，五大發電(dian)集(ji)團(tuan)全年火電(dian)業務(wu)利(li)潤總額為(wei)196億(yi)元(yuan)，部分發電(dian)集(ji)團(tuan)火電(dian)業務(wu)仍處于虧(kui)損狀態(tai)，其中，煤電(dian)業務(wu)利(li)潤總額為(wei)202億(yi)元(yuan)；其他14家大型發電(dian)企業全年火電(dian)業務(wu)利(li)潤為(wei)229億(yi)元(yuan)，其中煤電(dian)業務(wu)利(li)潤為(wei)131億(yi)元(yuan)。

十、電力國際合作

電(dian)(dian)力對(dui)外(wai)投(tou)(tou)資規模持(chi)續擴大。截(jie)至(zhi)2023年底(di)，中國主(zhu)(zhu)要(yao)電(dian)(dian)力企業對(dui)外(wai)直(zhi)接投(tou)(tou)資項(xiang)目共(gong)34個，投(tou)(tou)資總(zong)金額44.23億(yi)美元，同比增長30.82%。中國主(zhu)(zhu)要(yao)電(dian)(dian)力企業對(dui)外(wai)投(tou)(tou)資主(zhu)(zhu)要(yao)涉及太(tai)陽(yang)能發電(dian)(dian)、風(feng)電(dian)(dian)、水電(dian)(dian)、輸(shu)變電(dian)(dian)、其他投(tou)(tou)資等領域(yu)(yu)。從項(xiang)目數量(liang)看，新能源是(shi)對(dui)外(wai)投(tou)(tou)資項(xiang)目數量(liang)最多的(de)領域(yu)(yu)，占(zhan)比約61.8%，其中太(tai)陽(yang)能光伏發電(dian)(dian)占(zhan)比50%，風(feng)電(dian)(dian)占(zhan)比11.8%。

電(dian)(dian)力對外工程(cheng)(cheng)(cheng)承包發展(zhan)態勢良好(hao)。2023年，中(zhong)國主要電(dian)(dian)力企業(ye)(ye)年度(du)新簽訂(ding)境(jing)外工程(cheng)(cheng)(cheng)承包合同(tong)項目205個，合同(tong)金額264.55億(yi)美元(yuan)。新簽境(jing)外工程(cheng)(cheng)(cheng)承包項目涉及55個國家和(he)地區，分布在(zai)亞洲和(he)非洲占比最高(gao)，分別(bie)為59%和(he)23.9%。截至2023年底(di)，中(zhong)國主要電(dian)(dian)力企業(ye)(ye)對外工程(cheng)(cheng)(cheng)承包合同(tong)額累計(ji)4024.26億(yi)美元(yuan)。

構(gou)建(jian)亞(ya)(ya)太(tai)電(dian)力命(ming)運共同體邁出新(xin)(xin)步伐，中國(guo)(guo)(guo)電(dian)力標準“走出去(qu)”取得(de)新(xin)(xin)進展。2023年(nian)，第24屆亞(ya)(ya)太(tai)電(dian)協大會在廈門(men)成(cheng)功召開(kai)，大會以“綠色(se)低碳 點亮未來”為(wei)主題，中國(guo)(guo)(guo)同亞(ya)(ya)太(tai)各國(guo)(guo)(guo)一道，攜手推動構(gou)建(jian)開(kai)放共贏的能源電(dian)力國(guo)(guo)(guo)際合作新(xin)(xin)格(ge)局。中國(guo)(guo)(guo)順利接任亞(ya)(ya)太(tai)電(dian)協技術(shu)(shu)委員會主席國(guo)(guo)(guo)，指導推動成(cheng)立瀾(lan)湄區(qu)域(yu)電(dian)力技術(shu)(shu)標準促進會，不斷拓(tuo)展瀾(lan)湄區(qu)域(yu)技術(shu)(shu)交流(liu)的深度(du)(du)和維度(du)(du)，發(fa)布(bu)由中國(guo)(guo)(guo)牽頭制定的《分布(bu)式(shi)能源與電(dian)網互聯》等8項國(guo)(guo)(guo)際標準。

十一、新型電力系統

新型電(dian)(dian)(dian)(dian)力(li)(li)系統(tong)構(gou)建(jian)(jian)基(ji)礎(chu)不斷夯實。清潔低碳方(fang)面(mian)(mian)，非(fei)化(hua)(hua)(hua)(hua)石能(neng)(neng)源(yuan)(yuan)(yuan)發(fa)(fa)電(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機容量(liang)157541萬(wan)千(qian)瓦(wa)(wa)，同比增長(chang)24.1%，占(zhan)總裝(zhuang)(zhuang)機容量(liang)比重(zhong)首(shou)次突破50%，達到53.9%。2023年(nian)，基(ji)建(jian)(jian)新增非(fei)化(hua)(hua)(hua)(hua)石能(neng)(neng)源(yuan)(yuan)(yuan)發(fa)(fa)電(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機容量(liang)合計30762萬(wan)千(qian)瓦(wa)(wa)，同比增長(chang)96.2%，占(zhan)新增發(fa)(fa)電(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機總量(liang)的83.0%。安全充裕方(fang)面(mian)(mian)，2023年(nian)，全國新增支(zhi)撐(cheng)性電(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan)（煤(mei)電(dian)(dian)(dian)(dian)、氣電(dian)(dian)(dian)(dian)、常規(gui)水電(dian)(dian)(dian)(dian)、核(he)電(dian)(dian)(dian)(dian)）6338萬(wan)千(qian)瓦(wa)(wa)，西電(dian)(dian)(dian)(dian)東送規(gui)模超過3億千(qian)瓦(wa)(wa)，電(dian)(dian)(dian)(dian)網(wang)(wang)資(zi)源(yuan)(yuan)(yuan)配(pei)(pei)置能(neng)(neng)力(li)(li)持(chi)續(xu)提(ti)(ti)升。經濟(ji)高效(xiao)方(fang)面(mian)(mian)，建(jian)(jian)立(li)煤(mei)電(dian)(dian)(dian)(dian)向基(ji)礎(chu)保(bao)障性和系統(tong)調節性電(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan)并重(zhong)轉(zhuan)型發(fa)(fa)展的容量(liang)電(dian)(dian)(dian)(dian)價機制，統(tong)一電(dian)(dian)(dian)(dian)力(li)(li)市場體系建(jian)(jian)設持(chi)續(xu)加(jia)強(qiang)(qiang)，系統(tong)綜合能(neng)(neng)效(xiao)水平穩步(bu)提(ti)(ti)升。供需協(xie)同方(fang)面(mian)(mian)，源(yuan)(yuan)(yuan)網(wang)(wang)荷(he)儲一體化(hua)(hua)(hua)(hua)和多能(neng)(neng)互補(bu)蓬(peng)勃發(fa)(fa)展，電(dian)(dian)(dian)(dian)力(li)(li)需求響應能(neng)(neng)力(li)(li)穩步(bu)提(ti)(ti)升，虛擬(ni)電(dian)(dian)(dian)(dian)廠在京(jing)津冀區(qu)域、長(chang)三角區(qu)域、粵港(gang)澳大灣區(qu)加(jia)快布局(ju)，車網(wang)(wang)互動在東部負(fu)荷(he)中心(xin)地區(qu)開(kai)展有益探索(suo)。靈活智能(neng)(neng)方(fang)面(mian)(mian)，系統(tong)調節能(neng)(neng)力(li)(li)持(chi)續(xu)加(jia)強(qiang)(qiang)，具備深度(du)調節能(neng)(neng)力(li)(li)的煤(mei)電(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機容量(liang)占(zhan)比超過50%，抽水蓄能(neng)(neng)、新型儲能(neng)(neng)新增裝(zhuang)(zhuang)機容量(liang)2814萬(wan)千(qian)瓦(wa)(wa)，在近年(nian)來新能(neng)(neng)源(yuan)(yuan)(yuan)裝(zhuang)(zhuang)機高速(su)增長(chang)條件下，利用率連續(xu)五年(nian)保(bao)持(chi)95%以上(shang)，電(dian)(dian)(dian)(dian)力(li)(li)發(fa)(fa)輸配(pei)(pei)售用全環節數字(zi)化(hua)(hua)(hua)(hua)、信(xin)息(xi)化(hua)(hua)(hua)(hua)、智能(neng)(neng)化(hua)(hua)(hua)(hua)發(fa)(fa)展勢頭強(qiang)(qiang)勁，持(chi)續(xu)激發(fa)(fa)電(dian)(dian)(dian)(dian)力(li)(li)發(fa)(fa)展新動能(neng)(neng)。

十二、電力發展展望

2024年全國電(dian)力(li)(li)供(gong)需延續總(zong)體(ti)緊(jin)(jin)平(ping)衡態(tai)勢。綜(zong)合當前階段我(wo)(wo)國的經(jing)濟(ji)(ji)增(zeng)(zeng)(zeng)(zeng)(zeng)長潛力(li)(li)，以(yi)及國家宏觀調控目標，2024年我(wo)(wo)國宏觀經(jing)濟(ji)(ji)運行(xing)將保持平(ping)穩(wen)增(zeng)(zeng)(zeng)(zeng)(zeng)長，成(cheng)為拉動電(dian)力(li)(li)消費增(zeng)(zeng)(zeng)(zeng)(zeng)長的最(zui)主要(yao)動力(li)(li)，預(yu)計2024年全國全社會(hui)用(yong)電(dian)量增(zeng)(zeng)(zeng)(zeng)(zeng)速(su)接近2023年。2024年新(xin)(xin)能源(yuan)新(xin)(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)裝機將保持快速(su)增(zeng)(zeng)(zeng)(zeng)(zeng)長，電(dian)力(li)(li)供(gong)應(ying)(ying)能力(li)(li)繼續提升，為保障電(dian)力(li)(li)穩(wen)定供(gong)應(ying)(ying)提供(gong)了(le)基本(ben)支撐；但(dan)由(you)于(yu)新(xin)(xin)能源(yuan)發電(dian)出力(li)(li)以(yi)及來水存在(zai)不確定性，常規(gui)電(dian)源(yuan)增(zeng)(zeng)(zeng)(zeng)(zeng)加(jia)規(gui)模(mo)小于(yu)用(yong)電(dian)負荷增(zeng)(zeng)(zeng)(zeng)(zeng)加(jia)規(gui)模(mo)，均增(zeng)(zeng)(zeng)(zeng)(zeng)加(jia)了(le)電(dian)力(li)(li)生產供(gong)應(ying)(ying)的潛在(zai)風險。綜(zong)合考慮(lv)用(yong)電(dian)增(zeng)(zeng)(zeng)(zeng)(zeng)長、電(dian)源(yuan)投(tou)產等情況(kuang)，預(yu)計2024年全國電(dian)力(li)(li)供(gong)需形(xing)勢呈現總(zong)體(ti)緊(jin)(jin)平(ping)衡態(tai)勢；迎峰度(du)夏和度(du)冬用(yong)電(dian)高峰期，部(bu)分區域中的部(bu)分省級電(dian)網(wang)電(dian)力(li)(li)供(gong)應(ying)(ying)偏緊(jin)(jin)，部(bu)分時段可能需要(yao)實(shi)施需求(qiu)側管理等措(cuo)施。

電(dian)(dian)力中長期綠(lv)色低碳發(fa)展助(zhu)力踐行“雙碳”目標。從(cong)需求(qiu)(qiu)總量(liang)上(shang)看(kan)(kan)，我國(guo)經濟(ji)發(fa)展長期向好，電(dian)(dian)力需求(qiu)(qiu)將持續(xu)保持剛性增長。預(yu)計2030年全(quan)(quan)(quan)國(guo)全(quan)(quan)(quan)社會用電(dian)(dian)量(liang)達(da)到13萬億千瓦時以上(shang)，綠(lv)氫、抽水蓄(xu)能(neng)和新型儲能(neng)的用電(dian)(dian)需求(qiu)(qiu)將顯著提高(gao)。從(cong)供(gong)應(ying)結(jie)構(gou)上(shang)看(kan)(kan)，推(tui)(tui)動能(neng)源(yuan)供(gong)給(gei)(gei)體(ti)系清潔化(hua)低碳化(hua)，持續(xu)加(jia)大(da)非化(hua)石電(dian)(dian)力供(gong)給(gei)(gei)，推(tui)(tui)進大(da)型風光電(dian)(dian)基(ji)地及其配套調(diao)節性電(dian)(dian)源(yuan)規劃建設，統籌(chou)優化(hua)抽水蓄(xu)能(neng)建設布(bu)局(ju)。預(yu)計2030年，全(quan)(quan)(quan)國(guo)非化(hua)石能(neng)源(yuan)發(fa)點裝機占(zhan)比(bi)接近(jin)70%，帶動非化(hua)石能(neng)源(yuan)消費(fei)比(bi)重達(da)到25%以上(shang)。從(cong)消費(fei)結(jie)構(gou)上(shang)看(kan)(kan)，深入(ru)實施可再(zai)生能(neng)源(yuan)消費(fei)替(ti)代，全(quan)(quan)(quan)面推(tui)(tui)進終端(duan)能(neng)源(yuan)消費(fei)電(dian)(dian)氣化(hua)進程。預(yu)計2030年，全(quan)(quan)(quan)國(guo)電(dian)(dian)能(neng)占(zhan)終端(duan)能(neng)源(yuan)消費(fei)比(bi)重有望達(da)到35%。

持續推(tui)進電(dian)(dian)(dian)力(li)(li)技術創(chuang)新(xin)(xin)、市場機(ji)制(zhi)(zhi)創(chuang)新(xin)(xin)、商業(ye)(ye)模式(shi)創(chuang)新(xin)(xin)。加(jia)快形(xing)成先(xian)進前(qian)(qian)沿(yan)技術創(chuang)新(xin)(xin)牽引帶動(dong)效(xiao)應，加(jia)強基礎前(qian)(qian)沿(yan)研究和源(yuan)端(duan)技術研發，在高效(xiao)新(xin)(xin)能源(yuan)發電(dian)(dian)(dian)及主動(dong)支(zhi)(zhi)撐、新(xin)(xin)型儲能、綠(lv)色氫能、CCUS等(deng)(deng)重大關(guan)鍵技術和高端(duan)電(dian)(dian)(dian)力(li)(li)基礎材料、電(dian)(dian)(dian)力(li)(li)氣象、數(shu)字化(hua)智能化(hua)等(deng)(deng)重要支(zhi)(zhi)撐技術領(ling)域(yu)打造先(xian)發優勢；建(jian)立“電(dian)(dian)(dian)-碳-證”多市場協(xie)同機(ji)制(zhi)(zhi)，加(jia)強可再生能源(yuan)超額消納量、綠(lv)證、碳排放權、CCER銜接，健(jian)全(quan)不同環(huan)境權益產品間的流通規則(ze)、核(he)算方式(shi)和價格傳導機(ji)制(zhi)(zhi)；因地(di)制(zhi)(zhi)宜推(tui)動(dong)多元(yuan)商業(ye)(ye)模式(shi)更新(xin)(xin)迭(die)代(dai)，聚(ju)焦(jiao)煤新(xin)(xin)聯營、新(xin)(xin)能源(yuan)配儲、虛(xu)擬電(dian)(dian)(dian)廠、綜合能源(yuan)服務(wu)領(ling)熱點領(ling)域(yu)，培育電(dian)(dian)(dian)力(li)(li)新(xin)(xin)興業(ye)(ye)態(tai)商業(ye)(ye)模式(shi)，支(zhi)(zhi)撐新(xin)(xin)型電(dian)(dian)(dian)力(li)(li)系(xi)統建(jian)設(she)路(lu)徑(jing)優化(hua)。