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    资源型地区电力消费演变的驱动机制与政策启示以山西省为例

    Driving mechanism and policy implications for evolution of electricity consumption in resource-based regions: A case study of Shanxi Province

    • 摘要:
      新型电力系统构建背景下,资源型地区承担着能源保供与碳减排双重压力,低碳转型面临巨大挑战。
      制订有效的发展政策是稳妥有序的重要支撑,而明晰政策对电力消费的驱动机制是关键问题。以资源型地区山西省为例,构建了LMDI-Shanxi模型,解析了经济规模、产业结构、能耗强度、电气化程度、人口规模、人口结构和电力消费水平对终端电力消费的驱动机制;探究了政策与各驱动因素的内在关联,提出资源型地区平稳转型的政策建议。结果表明:2000—2021年,山西省终端电力消费增长了2 103.01亿kWh,经济规模和电气化程度是电力消费的主要促进因素,贡献率分别为96.71%、33.29%;能耗强度和产业结构是主要抑制因素,贡献率分别为−39.50%和−1.14%。经济规模、能耗强度、产业结构和电气化程度变化归因于产业转型政策和环保政策的大力推进,重点行业的产能压减、节能减排和转型升级以及对新兴产业的支持发展等措施优化了产业结构,2011—2020年抑制了82.47亿kWh终端电力消费增长;还降低了产业能耗强度,且2000—2021年减少711.69亿kWh的终端电力消费;而随着城镇化建设,居民电力消费水平增长并在2000—2021年促进了211.76亿kWh的电力消费。经济规模和电气化程度决定了山西省终端电力消费将持续增长,为兼顾电力保供和碳减排,需要加强产业转型和节能环保政策力度;另外,还可加大火电灵活性改造等政策支持,以增强电网的安全运行能力,促进火电与新能源电力共生互补和协同发展。

       

      Abstract: Under the background of new power system construction, resource-based regions bear the double pressure of energy supply and carbon emission reduction, and face great challenges in low-carbon transformation. The formulation of effective development policies is an important support for sound and orderly development, and clarifying the mechanism by which policies drive electricity consumption is a key issue. In this study, the LMDI-Shanxi model is constructed by taking Shanxi Province, a resource-based region, as an example. The driving mechanism of economic scale, industrial structure, energy consumption intensity, degree of electrification, population size, population structure, and level of electricity consumption on terminal electricity consumption is analyzed, and the intrinsic correlation between policies and drivers is explored, so as to put forward policy recommendations for a smooth transition in resource-based regions. The results show that in the period from 2000 to 2021, the terminal electricity consumption in Shanxi Province increased by 210.301 billion kWh, and the economic scale and the degree of electrification are the main promotional factors of electricity consumption, with the contribution rate of 96.71% and 33.29%, respectively; the intensity of energy consumption and the industrial structure are the main inhibiting factors, with the contribution rate of −39.50% and −1.14%, respectively. The changes in economic scale, energy intensity, industrial structure and electrification are attributable to the vigorous promotion of industrial transformation policies and environmental protection policies. Measures such as capacity reduction, energy conservation, emission reduction and transformation and upgrading of key industries, as well as support for emerging industries, have optimized the industrial structure and curbed the growth of 8 247 million kWh of end-use electricity consumption from 2011 to 2020; It has also reduced the energy intensity of industries and reduced terminal electricity consumption by 71.169 billion kWh from 2000 to 2021; With the construction of urbanization, the level of residential electricity consumption increases and boosts electricity consumption by 21.176 billion kWh from 2000 to 2021. The size of the economy and the degree of electrification have determined that end-use power consumption in Shanxi Province will continue to grow, and industrial transformation and energy-saving and environmental protection policies need to be strengthened in order to balance power supply and carbon emission reduction. In addition, policy support such as thermal power flexibility transformation can be increased to enhance the safe operation of the power grid and promote the symbiotic complementary and synergistic development of thermal power and new energy power.

       

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