由于氣價(jià)高企、電價(jià)機(jī)制疏導(dǎo)滯后等因素，天然氣發(fā)電依然在生存線上徘徊。

　　Due to factors such as high gas prices and lagging electricity pricing mechanisms, natural gas power generation is still hovering on the survival line.

　　作為中國(guó)GDP第一強(qiáng)省，廣東省是名副其實(shí)的天然氣利用大省。當(dāng)前，廣東天然氣發(fā)電機(jī)組占全國(guó)天然氣總裝機(jī)容量的四分之一。廣東省的經(jīng)濟(jì)布局，為天然氣機(jī)組發(fā)揮調(diào)峰優(yōu)勢(shì)提供了天然土壤。在用地緊張、地價(jià)較高、追求低碳發(fā)展的珠三角地區(qū)，若要近距離布局電源，天然氣發(fā)電無(wú)疑是最理想的選擇。

　　As the province with the strongest GDP in China, Guangdong Province is truly a major province in natural gas utilization. Currently, Guangdong's natural gas power generation units account for a quarter of the country's total installed natural gas capacity. The economic layout of Guangdong Province provides natural soil for natural gas units to leverage their peak shaving advantages. In the Pearl River Delta region where land is scarce, land prices are high, and low-carbon development is pursued, natural gas power generation is undoubtedly the most ideal choice for close range layout of power sources.

　　廣東還擁有多元化的受氣結(jié)構(gòu)：從中國(guó)南海氣田通過(guò)海底管道輸送的天然氣，深圳大鵬LNG等沿海接收站的海外長(zhǎng)協(xié)、LNG現(xiàn)貨氣以及通過(guò)西氣東輸二線和三線抵達(dá)廣州的管道氣，廣東省的氣源具備其他省份難以企及的優(yōu)勢(shì)。

　　Guangdong also has a diversified gas receiving structure: natural gas transported from the South China Sea gas fields through submarine pipelines, overseas long-term contracts and LNG spot gas from coastal receiving stations such as Shenzhen Dapeng LNG, and pipeline gas arriving in Guangzhou through the West East Gas Pipeline 2 and 3. Guangdong's gas sources have advantages that other provinces cannot match.

　　2025年上半年，廣東省燃?xì)鈾C(jī)組更是進(jìn)入密集投產(chǎn)期。國(guó)家能源集團(tuán)肇慶電廠二期、國(guó)能清遠(yuǎn)石角熱電一期燃機(jī)項(xiàng)目、深能媽灣電廠升級(jí)改造項(xiàng)目、深燃熱電高埗電廠燃?xì)鉄犭娐?lián)產(chǎn)改擴(kuò)建等多個(gè)項(xiàng)目積極落地投產(chǎn)。截至今年6月底，廣東天然氣發(fā)電總裝機(jī)達(dá)5434.2萬(wàn)千瓦，同比增長(zhǎng)22.42%。

　　In the first half of 2025, gas turbines in Guangdong Province will enter a period of intensive production. Multiple projects, including the second phase of the National Energy Group Zhaoqing Power Plant, the first phase of the Guoneng Qingyuan Shijiao Thermal Power Plant gas turbine project, the upgrading and renovation project of the Shenneng Mawan Power Plant, and the expansion of the Shenran Thermal Power Gaobu Power Plant gas-fired cogeneration project, have been actively put into operation. As of the end of June this year, the total installed capacity of natural gas power generation in Guangdong reached 54.342 million kilowatts, a year-on-year increase of 22.42%.

　　近日發(fā)布的《2025年廣東電力市場(chǎng)半年報(bào)告》顯示，截至2025年6月底，廣東電網(wǎng)統(tǒng)調(diào)裝機(jī)容量2.423億千瓦，同比增長(zhǎng)18%。從分裝機(jī)類型來(lái)看，煤電、氣電依舊是主流，裝機(jī)容量占比52.16%。

　　The recently released "Half Year Report on Guangdong Power Market in 2025" shows that as of the end of June 2025, the installed capacity of Guangdong power grid through unified commissioning was 242.3 million kilowatts, a year-on-year increase of 18%. From the perspective of packaging machine types, coal-fired and gas-fired power are still the mainstream, accounting for 52.16% of installed capacity.

　　另外一個(gè)燃?xì)鈾C(jī)組密集上馬的區(qū)域是川渝地區(qū)。8月，華能重慶兩江燃機(jī)和川投達(dá)州燃?xì)怆娬径陧?xiàng)目投產(chǎn)運(yùn)行。華能重慶兩江燃機(jī)二期項(xiàng)目4號(hào)機(jī)組正式投產(chǎn)后，總裝機(jī)容量躍升至241.8萬(wàn)千瓦，成為西南地區(qū)規(guī)模最大的天然氣清潔能源電廠。

　　Another area where gas turbines are densely installed is the Sichuan Chongqing region. In August, the Huaneng Chongqing Liangjiang Gas Turbine and Chuantou Dazhou Gas Power Station Phase II projects were put into operation. After Unit 4 of the Huaneng Chongqing Liangjiang Gas Turbine Phase II Project was officially put into operation, the total installed capacity jumped to 2.418 million kilowatts, becoming the largest natural gas clean energy power plant in the southwest region.

　　川渝地區(qū)天然氣資源豐富，產(chǎn)量占全國(guó)的四分之一，尤其是近些年該地區(qū)頁(yè)巖氣資源大規(guī)模開發(fā)，更是帶來(lái)了豐富的氣源。2022年，傳統(tǒng)水電大省四川省，在經(jīng)歷了極端高溫和嚴(yán)重干旱期間水力發(fā)電量的大幅下降，電力供應(yīng)一度十分緊張。之后，為應(yīng)對(duì)極端條件下缺電，四川規(guī)劃了規(guī)模空前的燃?xì)獍l(fā)電項(xiàng)目。這些項(xiàng)目迅速得到核準(zhǔn)，并進(jìn)入建設(shè)階段。

　　The Sichuan Chongqing region is rich in natural gas resources, accounting for a quarter of the country's total production. Especially in recent years, the large-scale development of shale gas resources in the region has brought abundant gas sources. In 2022, Sichuan Province, a traditional hydropower powerhouse, experienced a significant decline in hydroelectric power generation during extreme high temperatures and severe droughts, leading to a severe shortage of electricity supply. Afterwards, in response to extreme power shortages, Sichuan planned an unprecedentedly large-scale gas-fired power generation project. These projects were quickly approved and entered the construction phase.

　　2024年，四川的燃?xì)庋b機(jī)容量從最初的70萬(wàn)KW增至288萬(wàn)千瓦，預(yù)計(jì)到2025年底，四川在建和建成的氣電裝機(jī)容量將達(dá)1200萬(wàn)千瓦以上。兩年內(nèi)，該省的天然氣發(fā)電量將在2023年的水平上增長(zhǎng)15倍。這些電廠的設(shè)計(jì)目的是在水力發(fā)電減少時(shí)滿足峰值負(fù)荷。然而，它們會(huì)不可避免地與天然氣外輸爭(zhēng)奪氣源。

　　In 2024, the gas installed capacity in Sichuan will increase from the initial 700000 kW to 2.88 million kW. It is expected that by the end of 2025, the gas and electricity installed capacity under construction or completed in Sichuan will reach over 12 million kW. Within two years, the natural gas power generation in the province will increase by 15 times compared to the level in 2023. The design purpose of these power plants is to meet peak loads when hydroelectric power generation is reduced. However, they will inevitably compete with natural gas exports for gas sources.

　　除了傳統(tǒng)的燃機(jī)發(fā)展區(qū)域外，安徽、湖南等一些省份也開始陸續(xù)投建新的機(jī)組。

　　In addition to traditional gas turbine development areas, some provinces such as Anhui and Hunan have also begun to invest in building new units.

　　回顧“十四五”前3年，我國(guó)氣電新增裝機(jī)約2400萬(wàn)千瓦，年均增長(zhǎng)800萬(wàn)千瓦。中電聯(lián)數(shù)據(jù)顯示，2024年，我國(guó)氣電裝機(jī)新投產(chǎn)1899萬(wàn)千瓦，同比多投產(chǎn)873萬(wàn)千瓦，新投產(chǎn)裝機(jī)規(guī)模創(chuàng)歷年新高。2024年底，我國(guó)總裝機(jī)容量1.4億千瓦，全年發(fā)電用氣量為661億立方米，增速為6.6%。

　　Looking back at the first three years of the 14th Five Year Plan, China's new installed capacity of gas and electricity was about 24 million kilowatts, with an average annual growth of 8 million kilowatts. According to data from China Electricity Council, in 2024, China's newly installed gas and electricity capacity will reach 18.99 million kilowatts, an increase of 8.73 million kilowatts compared to the same period last year, and the scale of newly installed capacity will reach a new historical high. By the end of 2024, China's total installed capacity will be 140 million kilowatts, and the annual gas consumption for power generation will be 66.1 billion cubic meters, with a growth rate of 6.6%.

　　在我國(guó)，天然氣發(fā)電裝機(jī)主要集中在長(zhǎng)三角區(qū)域的江浙滬、珠三角區(qū)域廣東，以及京津冀等負(fù)荷中心省市。截至2024年底，國(guó)內(nèi)天然氣發(fā)電裝機(jī)在全國(guó)發(fā)電裝機(jī)結(jié)構(gòu)中占比4.3%；年發(fā)電量約3171億千瓦時(shí)，約占全社會(huì)用電量的3.2%。

　　In China, the installed capacity of natural gas power generation is mainly concentrated in the Yangtze River Delta region of Jiangsu, Zhejiang, and Shanghai, the Pearl River Delta region of Guangdong, and load center provinces and cities such as Beijing, Tianjin, and Hebei. As of the end of 2024, the proportion of domestic natural gas power generation installed capacity in the national power generation installed capacity structure is 4.3%; The annual power generation is about 317.1 billion kilowatt hours, accounting for about 3.2% of the total electricity consumption in society.

　　據(jù)中石油經(jīng)濟(jì)技術(shù)研究院發(fā)布的《2024年國(guó)內(nèi)外油氣行業(yè)發(fā)展報(bào)告》預(yù)測(cè)，2025年，發(fā)電用氣將引領(lǐng)我國(guó)天然氣消費(fèi)增長(zhǎng)，同比增長(zhǎng)8.9%至720億立方米。預(yù)計(jì)2025年全國(guó)氣電新增裝機(jī)超2000萬(wàn)千瓦，總裝機(jī)容量超1.6億千瓦。

　　According to the "2024 Domestic and International Oil and Gas Industry Development Report" released by the China Petroleum Economic and Technological Research Institute, it is predicted that by 2025, power generation gas will lead the growth of natural gas consumption in China, with a year-on-year increase of 8.9% to 72 billion cubic meters. It is expected that by 2025, the newly installed capacity of gas and electricity in China will exceed 20 million kilowatts, and the total installed capacity will exceed 160 million kilowatts.

　　看似蓬勃的發(fā)展態(tài)勢(shì)下，困擾天然氣發(fā)電行業(yè)多年的問(wèn)題--行業(yè)虧損，依然沒(méi)有得到解決。燃?xì)獍l(fā)電成本居高不下，國(guó)際LNG價(jià)格波動(dòng)導(dǎo)致部分電廠“多發(fā)多虧”；電價(jià)機(jī)制中，氣電的調(diào)峰價(jià)值并未充分顯現(xiàn)，電價(jià)疏導(dǎo)機(jī)制滯后，靈活保供優(yōu)勢(shì)難匹配經(jīng)濟(jì)可持續(xù)性等這些矛盾，正構(gòu)成當(dāng)下燃?xì)鈾C(jī)組生存必須突破的瓶頸。

　　Despite the seemingly thriving development trend, the problem that has plagued the natural gas power generation industry for many years - industry losses - has not yet been resolved. The high cost of gas-fired power generation and the fluctuation of international LNG prices have led to some power plants' excessive production; In the electricity pricing mechanism, the peak shaving value of gas and electricity has not been fully demonstrated, the electricity price diversion mechanism lags behind, and the advantages of flexible supply guarantee are difficult to match with economic sustainability, which are the bottlenecks that must be overcome for the survival of gas turbines at present.

　　艱難的生存

　　Difficult survival

　　隨著可再生能源的發(fā)展，天然氣在能源轉(zhuǎn)型中找到立足之地并不容易。行業(yè)內(nèi)普遍認(rèn)為，燃?xì)獍l(fā)電能夠快速啟停，這使得它能夠在新能源發(fā)電出力不足時(shí)滿足電力調(diào)峰需求，氣電可作為支撐可再生能源消納的重要調(diào)節(jié)電源。

　　With the development of renewable energy, it is not easy for natural gas to find a foothold in the energy transition. It is widely believed in the industry that gas-fired power generation can quickly start and stop, which enables it to meet the demand for peak shaving of electricity when the output of new energy generation is insufficient. Gas electricity can serve as an important regulating power source to support the consumption of renewable energy.

　　盡管天然氣發(fā)電機(jī)組的優(yōu)勢(shì)顯而易見，但不容忽視的是，天然氣發(fā)電的經(jīng)濟(jì)性制約著該行業(yè)的長(zhǎng)期發(fā)展。燃料價(jià)格過(guò)高，始終是氣電發(fā)展的掣肘。

　　Although the advantages of natural gas power generation units are obvious, it cannot be ignored that the economic viability of natural gas power generation restricts the long-term development of the industry. The high fuel prices have always been a hindrance to the development of gas and electricity.

　　氣電的燃料成本占比高達(dá)85%左右，受資源稟賦限制，中國(guó)天然氣供應(yīng)40%左右的量需要依賴進(jìn)口，天然氣價(jià)格長(zhǎng)期偏高。國(guó)內(nèi)天然氣產(chǎn)地與用氣地區(qū)之間的距離較遠(yuǎn)，管輸費(fèi)高，加重了天然氣發(fā)電的成本負(fù)擔(dān)。

　　The fuel cost of gas and electricity accounts for about 85%, and due to resource endowment limitations, about 40% of China's natural gas supply relies on imports, resulting in long-term high natural gas prices. The distance between domestic natural gas production areas and gas consuming regions is relatively long, resulting in high pipeline transportation costs, which increases the cost burden of natural gas power generation.

　　氣價(jià)高和資源緊張是制約氣電發(fā)展的最大因素，因而高成本和電力價(jià)格倒掛則是氣電發(fā)展受限的最大矛盾點(diǎn)。根據(jù)測(cè)算，假設(shè)天然氣價(jià)格在2.2～2.7元/立方米之間，按每千瓦時(shí)電耗氣0.2立方米計(jì)算，氣電綜合發(fā)電成本約0.59～0.72元/千瓦時(shí)。

　　High gas prices and resource constraints are the biggest factors restricting the development of gas and electricity. Therefore, high costs and inverted electricity prices are the biggest contradictions that limit the development of gas and electricity. According to calculations, assuming the natural gas price is between 2.2 and 2.7 yuan/cubic meter, and based on a gas consumption of 0.2 cubic meters per kilowatt hour, the comprehensive cost of gas electricity generation is approximately 0.59 to 0.72 yuan/kilowatt hour.

　　燃?xì)獍l(fā)電較高的變動(dòng)成本是其參與現(xiàn)貨市場(chǎng)競(jìng)爭(zhēng)面臨的最大挑戰(zhàn)，市場(chǎng)化條件下燃?xì)鈾C(jī)組的電量競(jìng)爭(zhēng)處于弱勢(shì)。廣東一位燃?xì)怆姀S的內(nèi)部人士稱，2022年俄烏沖突發(fā)生后，天然氣價(jià)格一度漲到4元/立方米。彼時(shí)，飆升的LNG價(jià)格導(dǎo)致廣東許多燃?xì)獍l(fā)電機(jī)組停產(chǎn)停運(yùn)。當(dāng)年，燃?xì)獍l(fā)電量下降了7%，全省37家燃?xì)獍l(fā)電公司中只有兩家盈利。雖然近期供需緊張有所緩解，但氣價(jià)依然在2.8元/立方米的高位。

　　The high variable cost of gas-fired power generation is the biggest challenge it faces in participating in spot market competition, and under market-oriented conditions, the electricity competition of gas-fired units is weak. An insider from a gas power plant in Guangdong said that after the Russia-Ukraine conflict in 2022, the price of natural gas once rose to 4 yuan/m3. At that time, the soaring LNG prices led to the shutdown of many gas-fired power generation units in Guangdong. At that time, gas power generation decreased by 7%, and only two out of 37 gas power generation companies in the province were profitable. Although the recent supply-demand tension has eased, gas prices remain at a high level of 2.8 yuan/cubic meter.

　　廣東70%的燃?xì)獍l(fā)電，依賴進(jìn)口的LNG。這種依賴帶來(lái)了潛在的風(fēng)險(xiǎn)--全球天然氣價(jià)格易受地緣政治動(dòng)蕩的影響。較高的天然氣價(jià)格，使得天然氣發(fā)電的度電成本居高不下。盡管上網(wǎng)電價(jià)在一定范圍內(nèi)，但當(dāng)LNG價(jià)格達(dá)到較高水平時(shí)，電廠的盈虧平衡點(diǎn)上網(wǎng)電價(jià)依然高于省內(nèi)上網(wǎng)電價(jià)的上限。這也導(dǎo)致存在終端銷售電價(jià)無(wú)法完全覆蓋燃料成本的情況。

　　70% of Guangdong's gas-fired power generation relies on imported LNG. This dependence brings potential risks - global natural gas prices are susceptible to geopolitical turbulence. The high price of natural gas has resulted in a high cost per kilowatt hour for natural gas power generation. Although the on grid electricity price is within a certain range, when the LNG price reaches a high level, the breakeven point of the power plant's on grid electricity price is still higher than the upper limit of the provincial on grid electricity price. This also leads to situations where terminal sales electricity prices cannot fully cover fuel costs.

　　由于燃料成本較高，燃?xì)獍l(fā)電機(jī)組的上網(wǎng)電價(jià)水平長(zhǎng)期處于高位，因此一些地方政府采取了兩部制電價(jià)、直接給予財(cái)政補(bǔ)貼等方式來(lái)加以疏導(dǎo)。

　　Due to the high cost of fuel, the on grid electricity price level of gas-fired generators has remained high for a long time. Therefore, some local governments have adopted a two-part electricity price system and directly provided financial subsidies to alleviate the situation.

　　江浙地區(qū)的氣電發(fā)展模式與廣東不同。從裝機(jī)規(guī)?？?，截至2024年底，江蘇的天然氣發(fā)電裝機(jī)規(guī)模達(dá)到2150萬(wàn)千瓦，浙江達(dá)到1357萬(wàn)千瓦。盡管江浙裝機(jī)量在全國(guó)排名第二和第三位，但規(guī)模遠(yuǎn)低于廣東。

　　The development model of gas and electricity in Jiangsu and Zhejiang regions is different from that in Guangdong. From the perspective of installed capacity, by the end of 2024, the installed capacity of natural gas power generation in Jiangsu will reach 21.5 million kilowatts, and in Zhejiang it will reach 13.57 million kilowatts. Although Jiangsu and Zhejiang have the second and third highest installed capacity in the country, their scale is far lower than that of Guangdong.

　　在江浙地區(qū)，氣電機(jī)組基本未完全進(jìn)入電力市場(chǎng)。浙江去年曾嘗試將天然氣發(fā)電機(jī)組納入電力市場(chǎng)，今年又退出。整體來(lái)看，這兩個(gè)省份的氣電雖名義上歸為“市場(chǎng)電”，但仍帶有較強(qiáng)的“計(jì)劃電”痕跡。

　　In the Jiangsu and Zhejiang regions, gas-fired power units have not fully entered the electricity market. Zhejiang attempted to include natural gas generators in the electricity market last year, but withdrew again this year. Overall, although the gas and electricity in these two provinces are nominally classified as "market electricity", they still have strong traces of "planned electricity".

　　以浙江為例。其采用了獨(dú)特的氣電定價(jià)模式：一方面，容量定價(jià)部分會(huì)充分保障電廠收益；另一方面，電量定價(jià)與氣源價(jià)格聯(lián)動(dòng)。根據(jù)燃?xì)怆姀S的出力情況和天然氣價(jià)格，定期核算天然氣的發(fā)電成本，定期調(diào)整電量電價(jià)。

　　Taking Zhejiang as an example. It adopts a unique gas electricity pricing model: on the one hand, the capacity pricing part will fully guarantee the power plant's revenue; On the other hand, electricity pricing is linked to gas source pricing. Based on the output of gas-fired power plants and natural gas prices, regularly calculate the cost of natural gas power generation and adjust electricity prices regularly.

　　“氣電聯(lián)動(dòng)”的定價(jià)模式可以為燃?xì)鈾C(jī)組的發(fā)電成本進(jìn)行一定程度的托底，但弊端是電廠對(duì)于機(jī)組的利用缺乏主動(dòng)權(quán)，只能根據(jù)氣源或者發(fā)電安排來(lái)起停機(jī)組。

　　The pricing model of "gas electricity linkage" can provide a certain degree of support for the power generation cost of gas-fired units, but the disadvantage is that power plants lack initiative in the utilization of units and can only start and stop units based on gas sources or power generation arrangements.

　　隨著天然氣發(fā)電裝機(jī)容量的不斷提升，未來(lái)價(jià)格疏導(dǎo)的壓力越來(lái)越大。結(jié)果是氣電價(jià)格難以有效合理疏導(dǎo)，氣電企業(yè)發(fā)電的積極性因此受挫。

　　With the continuous increase in installed capacity of natural gas power generation, the pressure of price easing in the future is increasing. The result is that the price of gas and electricity is difficult to effectively and reasonably guide, which has dampened the enthusiasm of gas and electricity enterprises to generate electricity.

　　更為艱難的是，隨著各省新能源裝機(jī)比例的不斷提高，燃?xì)鈾C(jī)組的發(fā)電小時(shí)數(shù)在一路走低。由于資源與環(huán)境等因素的制約，中國(guó)天然氣發(fā)電的利用小時(shí)數(shù)一直相對(duì)較低，約為2500～2600小時(shí)。特別是天然氣發(fā)電的變動(dòng)成本一般高于煤、水、核、風(fēng)、光等電源，導(dǎo)致氣電實(shí)際出力情況受到其他電源品種的嚴(yán)重?cái)D壓，僅在枯水、夜間等電力供應(yīng)緊張時(shí)段才能保持較長(zhǎng)時(shí)間運(yùn)行，整體上影響了氣電的發(fā)電效率。

　　Even more difficult is that with the continuous increase in the proportion of new energy installed in various provinces, the power generation hours of gas turbines have been declining. Due to resource and environmental constraints, the utilization hours of natural gas power generation in China have been relatively low, ranging from 2500 to 2600 hours. In particular, the variable costs of natural gas power generation are generally higher than those of coal, water, nuclear, wind, solar and other power sources, resulting in severe pressure on the actual output of gas power from other power sources. It can only maintain long-term operation during periods of tight power supply such as dry water and nighttime, which overall affects the efficiency of gas power generation.

　　在采訪中，發(fā)電企業(yè)普遍認(rèn)為，2025年，天然氣發(fā)電機(jī)組的利用小時(shí)數(shù)會(huì)進(jìn)一步降低。廣東一些機(jī)組的年利用小時(shí)數(shù)甚至?xí)档?000小時(shí)以下。和煤電在新型電力系統(tǒng)中的遭遇一樣，氣電的生存空間受到了快速增長(zhǎng)的新能源裝機(jī)的擠壓。

　　In interviews, power generation companies generally believe that the utilization hours of natural gas generators will further decrease by 2025. The annual utilization hours of some units in Guangdong may even drop below 2000 hours. Like coal-fired power in the new power system, the survival space of gas-fired power has been squeezed by the rapidly growing installed capacity of new energy.

　　困難的背后

　　Behind the difficulties

　　燃?xì)獍l(fā)電經(jīng)營(yíng)困難的原因復(fù)雜而多元。

　　The reasons for the difficulties in operating gas-fired power generation are complex and diverse.

　　中國(guó)氣電主要布局在長(zhǎng)三角、珠三角和京津地區(qū)，南方以調(diào)峰機(jī)組為主，北方以熱電聯(lián)產(chǎn)機(jī)組為主。受氣源供應(yīng)、管網(wǎng)建設(shè)、電價(jià)承受力等因素影響，廣東、江浙滬、京津等地區(qū)氣電裝機(jī)容量較高，占全國(guó)比重約80%。廣東、浙江、上海等省市調(diào)峰氣電占比約70%~80%；北京、天津由于冬季供暖需求大，全部是熱電聯(lián)產(chǎn)機(jī)組，江蘇工業(yè)供熱負(fù)荷較多，70%以上為熱電聯(lián)產(chǎn)機(jī)組。

　　China's gas power is mainly deployed in the Yangtze River Delta, Pearl River Delta, and Beijing Tianjin region, with peak shaving units in the south and cogeneration units in the north. Affected by factors such as gas supply, pipeline construction, and electricity price capacity, the installed capacity of gas and electricity in Guangdong, Jiangsu Zhejiang Shanghai, Beijing Tianjin and other regions is relatively high, accounting for about 80% of the national total. The proportion of peak shaving gas and electricity in provinces and cities such as Guangdong, Zhejiang, and Shanghai is about 70% to 80%; Due to the high demand for winter heating in Beijing and Tianjin, all units are cogeneration units. Jiangsu has a higher industrial heating load, with over 70% being cogeneration units.

　　目前，我國(guó)天然氣價(jià)格政策仍在執(zhí)行2014年出臺(tái)的《關(guān)于規(guī)范天然氣發(fā)電上網(wǎng)電價(jià)管理有關(guān)問(wèn)題的通知》（發(fā)改價(jià)格〔2014〕3009號(hào)）文件，天然氣發(fā)電定價(jià)權(quán)下放到省級(jí)價(jià)格主管部門，建立了氣電價(jià)格聯(lián)動(dòng)機(jī)制并明確了封頂價(jià)格，鼓勵(lì)地方政府通過(guò)財(cái)政補(bǔ)貼、氣價(jià)優(yōu)惠疏導(dǎo)天然氣發(fā)電價(jià)格的矛盾。

　　At present, China's natural gas pricing policy is still implementing the "Notice on Regulating the Management of On grid Electricity Prices for Natural Gas Power Generation" (NDRC Price [2014] No. 3009) issued in 2014. The pricing power of natural gas power generation has been delegated to provincial price authorities, a gas electricity price linkage mechanism has been established, and a cap price has been clarified. Local governments are encouraged to alleviate the contradictions in natural gas power generation prices through financial subsidies and gas price discounts.

　　在我國(guó)，各地氣電電價(jià)模式和水平不一。當(dāng)前，中國(guó)氣電執(zhí)行單一制和兩部制這兩種電價(jià)方式。2014年起，上海、浙江、江蘇、河南陸續(xù)開始執(zhí)行兩部制電價(jià)，廣東更是把燃?xì)鈾C(jī)組推向電力市場(chǎng)。據(jù)統(tǒng)計(jì)，單一制電價(jià)為0.61~0.69元/千瓦時(shí)；兩部制電價(jià)中容量電價(jià)每月為28~48元/千瓦、電量電價(jià)為0.44~0.55元/千瓦時(shí)。

　　In China, the pricing patterns and levels of gas and electricity vary from place to place. Currently, China implements two electricity pricing methods for gas and electricity: a single system and a two-part system. Since 2014, Shanghai, Zhejiang, Jiangsu, and Henan have successively implemented a two-part electricity pricing system, and Guangdong has pushed gas turbines into the electricity market. According to statistics, the single system electricity price is 0.61~0.69 yuan/kWh; The capacity electricity price in the two-part electricity pricing system is 28-48 yuan/kilowatt per month, and the electricity price is 0.44-0.55 yuan/kilowatt hour.

　　由于容量電價(jià)基本可補(bǔ)償電廠固定成本，電量電價(jià)與變動(dòng)成本持平或略高，兩部制電價(jià)對(duì)氣電企業(yè)經(jīng)營(yíng)形成兜底。可是，即便在有容量電價(jià)保障的省份，天然氣發(fā)電廠的經(jīng)營(yíng)也不容易。

　　Due to the fact that the capacity electricity price can basically compensate for the fixed costs of power plants, the electricity price and variable costs are equal or slightly higher, and the two-part electricity price forms a bottom line for the operation of gas and power enterprises. However, even in provinces with capacity pricing guarantees, the operation of natural gas power plants is not easy.

　　除了燃料成本一直處于高位外，氣和電長(zhǎng)協(xié)簽訂時(shí)間不匹配問(wèn)題也很突出。電力市場(chǎng)長(zhǎng)協(xié)簽訂窗口期主要在11-12月份，但是天然氣等一次能源長(zhǎng)協(xié)簽訂窗口一般在次年3月份，電廠難以根據(jù)鎖定的天然氣長(zhǎng)協(xié)量?jī)r(jià)決策電力長(zhǎng)協(xié)量?jī)r(jià)，導(dǎo)致兩者存在較大的錯(cuò)配風(fēng)險(xiǎn)。

　　In addition to the consistently high fuel costs, the issue of mismatched signing times for gas and electricity long-term agreements is also prominent. The signing window for long-term agreements in the electricity market is mainly in November December, but the signing window for long-term agreements for primary energy such as natural gas is generally in March of the following year. Power plants find it difficult to make decisions on the long-term agreement price for electricity based on the locked natural gas price, resulting in a significant risk of mismatch between the two.

　　燃?xì)怆姀S的實(shí)際用氣量波動(dòng)非常大。作為調(diào)峰機(jī)組，其出力情況往往受電力市場(chǎng)供需的影響，并不能完全符合供氣協(xié)議的剛性計(jì)劃要求。“計(jì)劃氣”與“市場(chǎng)電”的矛盾反過(guò)來(lái)又限制了燃?xì)鈾C(jī)組的調(diào)峰能力。

　　The actual gas consumption of gas-fired power plants fluctuates greatly. As a peak shaving unit, its output is often affected by the supply and demand of the electricity market, and cannot fully meet the rigid planning requirements of the gas supply agreement. The contradiction between "planned gas" and "market electricity" in turn limits the peak shaving capacity of gas turbines.

　　天然氣發(fā)電受天然氣調(diào)度、電力調(diào)度的雙重制約，氣、電供需錯(cuò)配可能出現(xiàn)“頂峰缺氣”、“谷段多氣”的現(xiàn)象。以廣東為例，存在電力日計(jì)劃與天然氣日指定時(shí)間不匹配問(wèn)題。發(fā)電用氣需求計(jì)劃確定時(shí)間為用氣前一天的晚上10點(diǎn)，天然氣需求計(jì)劃則是用氣前一天早上10點(diǎn)前。廣東現(xiàn)行的電力現(xiàn)貨交易機(jī)制使得各發(fā)電用戶無(wú)法確定是否可以摘單發(fā)電指標(biāo)，發(fā)電用氣需求無(wú)法提前確定。天然氣需求計(jì)劃由于天然氣管道運(yùn)行的特殊性，計(jì)劃性比較強(qiáng)，發(fā)電計(jì)劃用氣確定時(shí)間滯后于天然氣需求計(jì)劃上報(bào)時(shí)間。

　　Natural gas power generation is subject to the dual constraints of natural gas dispatch and power dispatch, and the mismatch between gas and electricity supply and demand may result in "peak gas shortage" and "valley gas excess". Taking Guangdong as an example, there is a problem of mismatch between the daily electricity plan and the designated time for natural gas. The gas demand plan for power generation is determined at 10 pm the day before gas consumption, while the natural gas demand plan is determined before 10 am the day before gas consumption. The current spot trading mechanism for electricity in Guangdong makes it difficult for power generation users to determine whether they can obtain electricity generation quotas, and the demand for electricity generation gas cannot be determined in advance. Due to the special operation of natural gas pipelines, the natural gas demand plan has strong planning, and the determination of gas consumption for power generation plans lags behind the submission time of the natural gas demand plan.

　　當(dāng)前電力現(xiàn)貨市場(chǎng)采用“邊際定價(jià)”機(jī)制。該機(jī)制下，某一時(shí)段所有參與發(fā)電的機(jī)組，都會(huì)統(tǒng)一按“邊際機(jī)組”的報(bào)價(jià)來(lái)結(jié)算?！霸谌彪姇r(shí)段，天然氣機(jī)組依據(jù)自身較高的燃料成本，報(bào)出如1元/kWh的價(jià)格，若中標(biāo)應(yīng)遵循電價(jià)出清規(guī)則，以1元/kWh執(zhí)行發(fā)電。但實(shí)際規(guī)則中，這類報(bào)價(jià)被歸為‘強(qiáng)征’范疇：機(jī)組仍然發(fā)電，卻會(huì)被排除在定價(jià)排序之外，無(wú)法按自報(bào)價(jià)格結(jié)算，只能執(zhí)行規(guī)則出清的低價(jià)。而該價(jià)格可能顯著低于發(fā)電成本?！币晃浑姀S人士向記者介紹道。針對(duì)氣電定價(jià)問(wèn)題，地方政府存在兩方面顧慮。一方面擔(dān)心，若允許氣電按自身報(bào)價(jià)定價(jià)，可能拉高全社會(huì)整體電價(jià)水平；另一方面，若氣電高定價(jià)成為市場(chǎng)基準(zhǔn)，可能會(huì)讓其他原本成本較低的低價(jià)電源，因按此高價(jià)結(jié)算獲得過(guò)高利潤(rùn)。

　　The current electricity spot market adopts a "marginal pricing" mechanism. Under this mechanism, all units participating in power generation during a certain period will be settled based on the quote of the "marginal unit". During periods of power shortage, natural gas units quote a price of 1 yuan/kWh based on their higher fuel costs. If they win the bid, they should follow the electricity price clearing rules and generate electricity at 1 yuan/kWh. But in practice, such quotations are classified as' forced collection ': if the unit still generates electricity, it will be excluded from the pricing ranking and cannot be settled according to the self quoted price, only the low price cleared by the rules can be executed. And the price may be significantly lower than the cost of electricity generation. ”A power plant personnel introduced to the reporter. Local governments have two concerns regarding the pricing of gas and electricity. On the one hand, there is concern that if gas and electricity are allowed to be priced according to their own prices, it may raise the overall electricity price level of the whole society; On the other hand, if the high pricing of gas and electricity becomes the market benchmark, it may allow other low-priced power sources with lower costs to settle at this high price and gain excessive profits.

　　由于現(xiàn)貨價(jià)格是月度、年度交易的重要參考基準(zhǔn)，當(dāng)現(xiàn)貨價(jià)因限制被壓低后，發(fā)電企業(yè)與電力用戶在制定明年長(zhǎng)協(xié)時(shí)，都會(huì)以這一價(jià)格為依據(jù)。這樣造成的結(jié)果是，天然氣發(fā)電機(jī)組在長(zhǎng)協(xié)合同簽訂時(shí)，依然不是反映成本的真實(shí)價(jià)格。

　　Due to the fact that spot prices are an important reference benchmark for monthly and annual transactions, when spot prices are lowered due to restrictions, power generation companies and electricity users will use this price as a basis when formulating long-term agreements for next year. The result of this is that natural gas generators still do not reflect the true cost when signing long-term contracts.

　　“無(wú)須因電價(jià)過(guò)高顧慮而限制氣電合理定價(jià)，若擔(dān)憂低價(jià)其他電源利潤(rùn)過(guò)高，可出臺(tái)類似新能源機(jī)制電價(jià)的專項(xiàng)政策--將水電、核電、新能源等電源超出合理范圍的超額利潤(rùn)回收，再通過(guò)合理機(jī)制返還給全社會(huì)。這樣一來(lái)既避免了低價(jià)電源利潤(rùn)失衡，也為氣電按成本合理定價(jià)留出了空間?！鄙鲜鋈耸拷ㄗh道。

　　There is no need to restrict the reasonable pricing of gas and electricity due to concerns about high electricity prices. If there are concerns about low prices and high profits from other power sources, a special policy similar to the new energy mechanism electricity price can be introduced to recover excess profits from power sources such as hydropower, nuclear power, and new energy that exceed the reasonable range, and then return them to the whole society through a reasonable mechanism. This not only avoids the imbalance of profits from low-priced power sources, but also leaves room for reasonable pricing of gas and electricity based on cost, "suggested the above-mentioned person.

　　業(yè)內(nèi)的共識(shí)是，氣電具有負(fù)荷調(diào)節(jié)范圍寬、響應(yīng)速度快等特點(diǎn)，相較于其他類型機(jī)組具備更快更強(qiáng)的調(diào)峰能力。但目前各地尚未建立全面的電力輔助服務(wù)價(jià)格機(jī)制，調(diào)峰價(jià)值并未充分得到市場(chǎng)的認(rèn)可。

　　The industry consensus is that gas and electricity have the characteristics of wide load regulation range and fast response speed, and have faster and stronger peak shaving capabilities compared to other types of units. However, a comprehensive pricing mechanism for power auxiliary services has not yet been established in various regions, and the peak shaving value has not been fully recognized by the market.

　　相比之下，在國(guó)外完全競(jìng)爭(zhēng)或近似完全競(jìng)爭(zhēng)的電力市場(chǎng)中，用電高峰期和非高峰期的電價(jià)差異極大，為平時(shí)利用率不高但在高峰負(fù)荷時(shí)期提供電力保障的氣電機(jī)組提供了盈利渠道。此外，當(dāng)前碳交易和排污權(quán)交易市場(chǎng)尚未成熟，燃?xì)獍l(fā)電環(huán)保低碳等環(huán)境價(jià)值尚未顯現(xiàn)出來(lái)。

　　In contrast, in electricity markets with perfect or near perfect competition abroad, there is a significant difference in electricity prices between peak and off peak periods, providing a profit channel for gas turbines that have low utilization rates but provide power security during peak load periods. In addition, the current carbon trading and emission trading markets are not yet mature, and the environmental value of gas power generation, such as environmental protection and low-carbon, has not yet been demonstrated.

　　未來(lái)的空間

　　Future space

　　在燃?xì)獍l(fā)電占比較高的國(guó)家，燃?xì)獍l(fā)電用氣是天然氣消費(fèi)的主要部分。在中國(guó)，隨著燃?xì)獍l(fā)電的發(fā)展，氣電占天然氣消費(fèi)量的比例正在增長(zhǎng)。

　　In countries with a high proportion of gas-fired power generation, gas consumption is the main part of natural gas consumption for gas-fired power generation. In China, with the development of gas-fired power generation, the proportion of gas-fired electricity in natural gas consumption is increasing.

　　最新發(fā)布的《中國(guó)天然氣發(fā)展報(bào)告（2025）》顯示，2024年，工業(yè)燃料用氣占41%，城市燃?xì)庥脷庹急?4%，是天然氣消費(fèi)的主體，發(fā)電用氣占天然氣消費(fèi)量的18%，同比增長(zhǎng)9.5%。而在較發(fā)達(dá)國(guó)家，燃?xì)獍l(fā)電用氣一般占到天然氣消費(fèi)的1/3左右。相比之下，中國(guó)燃?xì)獍l(fā)電用氣量占比不算高。天然氣消費(fèi)主要用在工業(yè)燃料和城市燃?xì)猓绕涫乔锒竟?jié)北方地區(qū)采暖高峰，在天然氣緊缺的情況下需要首先保障城市燃?xì)夂途用裼脷狻?/p>

　　The latest "China Natural Gas Development Report (2025)" shows that in 2024, industrial fuel gas accounts for 41%, urban gas accounts for 34%, and it is the main body of natural gas consumption. Power generation gas accounts for 18% of natural gas consumption, a year-on-year increase of 9.5%. In more developed countries, gas for power generation generally accounts for about one-third of natural gas consumption. In contrast, the proportion of gas consumption for gas-fired power generation in China is not particularly high. Natural gas consumption is mainly used as industrial fuel and urban gas, especially during the peak heating season in northern regions in autumn and winter. In the case of natural gas shortage, it is necessary to first ensure the supply of urban gas and residential gas.

　　我國(guó)氣電裝機(jī)經(jīng)歷過(guò)三次規(guī)?；瘮U(kuò)張。2005-2010年，隨著西氣東輸工程的推進(jìn)、深圳大鵬LNG接收站等基礎(chǔ)設(shè)施的落地，配套燃?xì)怆姀S同步規(guī)劃建設(shè)，為氣電規(guī)?；l(fā)展奠定了基礎(chǔ)。2014年，環(huán)保政策為氣電裝機(jī)發(fā)展第二次助推力：彼時(shí)北方地區(qū)大力推進(jìn)“煤改氣”與清潔取暖工作，同時(shí)在環(huán)境容量要求較高的區(qū)域，新增一批燃?xì)怆姀S，氣電在環(huán)保導(dǎo)向下實(shí)現(xiàn)進(jìn)一步擴(kuò)張。進(jìn)入新能源裝機(jī)快速發(fā)展的階段，受新能源發(fā)電間歇性、波動(dòng)性的影響，調(diào)峰需求日益凸顯，在西北、西南等新能源發(fā)展迅速且天然氣氣源有保障的區(qū)域，燃?xì)獍l(fā)電憑借其靈活調(diào)峰特性，迎來(lái)了新的發(fā)展機(jī)遇。

　　China's gas and electricity installed capacity has undergone three large-scale expansions. From 2005 to 2010, with the advancement of the West East Gas Pipeline Project and the landing of infrastructure such as the Shenzhen Dapeng LNG receiving station, the synchronous planning and construction of supporting gas power plants laid the foundation for the large-scale development of gas and electricity. In 2014, environmental policies provided the second impetus for the development of gas and electricity installed capacity: at that time, the northern region vigorously promoted the "coal to gas" and clean heating work. At the same time, a number of gas power plants were added in areas with high environmental capacity requirements, and gas and electricity were further expanded under the guidance of environmental protection. Entering the stage of rapid development of new energy installed capacity, the demand for peak shaving is becoming increasingly prominent due to the intermittent and fluctuating nature of new energy power generation. In regions such as the northwest and southwest where new energy development is rapid and natural gas sources are guaranteed, gas-fired power generation, with its flexible peak shaving characteristics, has ushered in new development opportunities.

　　分析人士認(rèn)為，以前燃?xì)獍l(fā)電的投資主要布局在沿海區(qū)域和具有支付能力的城市，未來(lái)燃?xì)獍l(fā)電的增長(zhǎng)極主要在具有價(jià)格競(jìng)爭(zhēng)力的天然氣資源和具有調(diào)峰需求的新能源地區(qū)，如西北和四川、重慶等。

　　Analysts believe that in the past, investment in gas-fired power generation was mainly focused on coastal areas and cities with payment capabilities. In the future, the growth pole of gas-fired power generation will mainly be in natural gas resources with price competitiveness and new energy regions with peak shaving demand, such as Northwest China, Sichuan, Chongqing, etc.

　　從投資主體看，以往天然氣發(fā)電的投資主體主要是“五大四小”發(fā)電企業(yè)和三大石油企業(yè)，現(xiàn)在地方能源企業(yè)和民營(yíng)企業(yè)多有涉足。一些地方能源集團(tuán)因?yàn)橛蠰NG接收站，將燃?xì)鈾C(jī)組在接收站附近布局，經(jīng)營(yíng)情況相對(duì)較好。

　　From the perspective of investment entities, in the past, the main investment entities for natural gas power generation were the "five big and four small" power generation enterprises and the three major oil enterprises. Nowadays, local energy enterprises and private enterprises are more involved. Due to the presence of LNG receiving stations, some local energy groups have deployed gas turbines near the receiving stations, resulting in relatively good business performance.

　　從發(fā)展方向來(lái)看，燃?xì)獍l(fā)電全面走向市場(chǎng)化已是必然趨勢(shì)。隨著電力市場(chǎng)機(jī)制的不斷完善，氣電企業(yè)的核心競(jìng)爭(zhēng)力將不再是“政策依賴”，而是“氣源獲取能力”--能否找到上游低價(jià)氣源、能否通過(guò)供應(yīng)鏈管理控制成本，將直接決定企業(yè)的市場(chǎng)地位。

　　From the perspective of development direction, the comprehensive marketization of gas-fired power generation is an inevitable trend. With the continuous improvement of the electricity market mechanism, the core competitiveness of gas power enterprises will no longer be "policy dependence", but "gas source acquisition ability" - whether they can find upstream low-priced gas sources and control costs through supply chain management will directly determine the market position of the enterprise.

　　2022年初，俄烏沖突爆發(fā)后全球天然氣供給格局加速演變，俄管道氣供給斷崖下滑而全球?qū)NG需求激增，LNG出口終端建設(shè)周期較長(zhǎng)且疫情期間各出口國(guó)對(duì)LNG終端投資較少，導(dǎo)致全球天然氣出口終端產(chǎn)能釋放高峰期集中于2025年后。根據(jù)在建項(xiàng)目建設(shè)節(jié)奏，2026-2030年天然氣供給或?qū)⑦M(jìn)入快速增長(zhǎng)期。在供需持續(xù)寬松的背景下，國(guó)際氣價(jià)中長(zhǎng)期或呈現(xiàn)下行趨勢(shì)，有望進(jìn)一步刺激下游需求增長(zhǎng)。

　　At the beginning of 2022, after the outbreak of the Russia-Ukraine conflict, the global natural gas supply pattern accelerated its evolution. The Russian pipeline gas supply declined precipitously while the global demand for LNG surged. The construction cycle of LNG export terminals was long and the export countries invested less in LNG terminals during the epidemic, leading to the peak of global natural gas export terminal capacity release concentrated after 2025. According to the construction pace of ongoing projects, natural gas supply may enter a period of rapid growth from 2026 to 2030. Against the backdrop of sustained loose supply and demand, international gas prices may show a downward trend in the medium to long term, which is expected to further stimulate downstream demand growth.

　　而“三桶油”作為上游天然氣的主要供應(yīng)商，在供給逐漸寬松的背景下，也在為天然氣尋找更多的消費(fèi)場(chǎng)景?！啊坝汀瘺Q策的背后邏輯是對(duì)未來(lái)5~10年國(guó)際天然氣市場(chǎng)供需的判斷。它們認(rèn)為，市場(chǎng)將進(jìn)入供大于求的階段。工業(yè)用氣和城燃增長(zhǎng)空間有限。中海油很早就成立專門的氣電公司，把氣電作為一項(xiàng)業(yè)務(wù)板塊來(lái)發(fā)展。中石油很早就與發(fā)電公司合作，參股了多個(gè)氣電項(xiàng)目，自身也有自發(fā)自用的氣電項(xiàng)目。中石化亦開始與發(fā)電企業(yè)合作入股氣電項(xiàng)目?！币晃挥蜌夤救耸糠Q。

　　As the main supplier of upstream natural gas, "Three Barrel Oil" is also seeking more consumption scenarios for natural gas in the context of gradually relaxed supply. The logic behind the 'three barrels of oil' decision is a judgment on the supply and demand of the international natural gas market in the next 5-10 years. They believe that the market will enter a stage of oversupply. The growth space for industrial gas and urban combustion is limited. CNOOC has established a dedicated gas and electricity company for a long time, developing gas and electricity as a business sector. PetroChina has cooperated with power generation companies for a long time, participating in multiple gas and electricity projects and also having self owned gas and electricity projects. Sinopec has also begun to cooperate with power generation companies to invest in gas and electricity projects, "said an oil and gas company insider.

　　2024年6月，國(guó)家發(fā)展改革委發(fā)布了《天然氣利用管理辦法》(新版《天然氣利用政策》)，明確將氣源落實(shí)、具有經(jīng)濟(jì)可持續(xù)性的天然氣調(diào)峰電站項(xiàng)目、天然氣熱電聯(lián)產(chǎn)項(xiàng)目、油氣電氫綜合能源供應(yīng)項(xiàng)目、終端天然氣摻氫示范項(xiàng)目等天然氣安全高效利用新業(yè)態(tài)等列為天然氣優(yōu)先利用領(lǐng)域。

　　In June 2024, the National Development and Reform Commission issued the "Management Measures for Natural Gas Utilization" (new version of the "Natural Gas Utilization Policy"), which clearly listed new forms of natural gas safe and efficient utilization, such as gas source implementation, economically sustainable natural gas peak shaving power station projects, natural gas cogeneration projects, oil and gas electricity hydrogen comprehensive energy supply projects, and terminal natural gas hydrogen blending demonstration projects, as priority areas for natural gas utilization.

　　未來(lái)，我國(guó)新建天然氣發(fā)電項(xiàng)目應(yīng)該更加“因地制宜”，如在江浙滬、廣東、北京等用電需求高的區(qū)域，大力發(fā)展H級(jí)和F級(jí)高效重型燃機(jī)及分布式燃機(jī)；有較強(qiáng)調(diào)峰需求的區(qū)域，西部北部氣源豐富、新能源發(fā)電較多的地區(qū)適當(dāng)布局調(diào)峰氣電。如在新疆、青海、內(nèi)蒙古等天然氣和風(fēng)光資源富集區(qū)配套建設(shè)一批燃?xì)庹{(diào)峰電站，建立協(xié)同配合的“氣風(fēng)互補(bǔ)”或“氣光互補(bǔ)”發(fā)電組合，以進(jìn)一步減少棄風(fēng)棄光，提升可再生能源發(fā)電總出力水平、電網(wǎng)運(yùn)行的可靠性以及電源外送能力。

　　In the future, new natural gas power generation projects in China should be more tailored to local conditions. For example, in regions with high electricity demand such as Jiangsu, Zhejiang, Shanghai, Guangdong, and Beijing, efforts should be made to develop H-class and F-class high-efficiency heavy-duty gas turbines and distributed gas turbines; Regions with strong demand for peak shaving, such as the western and northern regions with abundant gas sources and abundant new energy generation, should appropriately layout peak shaving gas and electricity. If a batch of gas peak shaving power stations are built in natural gas and wind and solar resource rich areas such as Xinjiang, Qinghai, and Inner Mongolia, and a coordinated "gas wind complementary" or "gas solar complementary" power generation combination is established to further reduce wind and solar power curtailment, improve the total output level of renewable energy generation, the reliability of power grid operation, and the power transmission capacity.

　　根據(jù)中石油規(guī)劃總院，預(yù)計(jì)2030年氣電裝機(jī)規(guī)模將達(dá)到2.2億千瓦左右，發(fā)電年用氣量將達(dá)約1250億立方米。對(duì)于天然氣發(fā)電行業(yè)來(lái)說(shuō)，加強(qiáng)天然氣與電力市場(chǎng)的銜接尤為重要，健全天然氣發(fā)電等調(diào)節(jié)性資源價(jià)格機(jī)制，可以更好地發(fā)揮其在構(gòu)建新型電力系統(tǒng)中的支撐作用。只有理順機(jī)制才能夠解決氣電進(jìn)入現(xiàn)貨市場(chǎng)后，如何通過(guò)多渠道的市場(chǎng)機(jī)制回收發(fā)電成本的問(wèn)題。

　　According to the China Petroleum Planning Institute, it is expected that the installed capacity of gas and electricity will reach around 220 million kilowatts by 2030, and the annual gas consumption for power generation will reach about 125 billion cubic meters. For the natural gas power generation industry, strengthening the connection between natural gas and electricity markets is particularly important. Improving the price mechanism of regulatory resources such as natural gas power generation can better play its supporting role in building a new type of power system. Only by streamlining the mechanism can we solve the problem of how to recover power generation costs through multi-channel market mechanisms after gas and electricity enter the spot market.

　　7月24日，廣東省發(fā)改委、廣東省能源局和國(guó)家能源局南方監(jiān)管局聯(lián)合發(fā)布了《關(guān)于調(diào)整廣東省煤電氣電容量電價(jià)的通知》（以下簡(jiǎn)稱《通知》）?！锻ㄖ芬筇岣邭怆姍C(jī)組容量電價(jià)，對(duì)廣東省內(nèi)不同類型燃?xì)鈾C(jī)組容量電價(jià)補(bǔ)貼做出區(qū)分，加大了氣電機(jī)組固定成本傳導(dǎo)力度，進(jìn)一步為氣電機(jī)組提供了穩(wěn)定的保底收益。后期在面對(duì)燃料成本波動(dòng)、電力市場(chǎng)需求變化等情況時(shí)，減少了因電量電價(jià)波動(dòng)帶來(lái)的利潤(rùn)大幅起伏，一定程度上可改善公司的盈利狀況。

　　On July 24th, the Guangdong Provincial Development and Reform Commission, Guangdong Provincial Energy Administration, and the Southern Regulatory Bureau of the National Energy Administration jointly issued the "Notice on Adjusting the Capacity Electricity Price of Guangdong Province's Coal, Electricity, and Thermal Power" (hereinafter referred to as the "Notice"). The Notice requires an increase in the capacity electricity price for gas turbine units, distinguishing between subsidies for different types of gas turbine units in Guangdong Province, and increasing the transmission of fixed costs for gas turbine units, further providing stable guaranteed income for gas turbine units. In the later stage, when facing fluctuations in fuel costs and changes in electricity market demand, the significant profit fluctuations caused by fluctuations in electricity prices were reduced, which can to some extent improve the company's profitability.

　　可以肯定的是，燃?xì)獍l(fā)電在未來(lái)的新型電力系統(tǒng)中無(wú)法成為主角。但以中國(guó)龐大的電力需求基數(shù)，即便天然氣發(fā)電的占比上升1個(gè)百分點(diǎn)，對(duì)于天然氣的市場(chǎng)而言將是巨大的提升。

　　It can be certain that gas-fired power generation will not become the protagonist in the future new power system. But with China's huge electricity demand base, even if the proportion of natural gas power generation increases by 1 percentage point, it will be a huge boost for the natural gas market.

　　本文由 燃?xì)獍l(fā)電機(jī)組  友情奉獻(xiàn).更多有關(guān)的知識(shí)請(qǐng)點(diǎn)擊  http://www.qmtg666.com/   真誠(chéng)的態(tài)度.為您提供為識(shí)我們將會(huì)陸續(xù)向大家奉獻(xiàn).敬請(qǐng)期待.

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