PDF《管理层讨论及分析》

s total electricity consumption was 2.66 trillion kWh in the first half of 2015, representing an increase of 1.3%, which dropped four percentage points over the same period last year, and it is also the lowest growth pace over the past three decades. Since the installed capacity was greater than the increase of electricity consumption, the northeast and northwest regions of the country experienced curtailment. National Development and Reform Commission (NDRC) and NEA jointly issued the Guidance on Improving Grid Operation and Promoting the Utilization of Clean Energy in March 2015, according to which the annual power generation plans were required to give priorities to hydropower, wind power, solar power and other clean energy generation;

clean energy industry were encouraged to participate in market activities;

additional flexibility of power grid allocation was requested through overall consideration to incorporate supplementary power and clean energy, and give priority to clean energy transmission with defined power transmission ratios. In May 2015, NEA issued the Notice on Further Perfecting the Administration of Annual Wind Power Development Plans , requested in- depth analysis and evaluation regarding the development and operation of local wind power generation where curtailment occurred. Regions with curtailment rate over 20% are not allowed to schedule new construction projects. B1505262 IR.indd

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03 协合新能源集团有限公司2015中期报告管理层讨论及分析 (续)

一、 经营环境 (续)

(二)电力需求增速持续回落,政府著力 解决可再生能源发电消纳问题 (续) 根泄夷茉淳址⒉嫉氖,

2015 年上半年,全国风电平均利 用小时

933 小时,比上年同期增加

15 小时;

国网区域太阳能发电平 均利用小时

642 小时,比上年同期 增加

7 小时.

(三)电网建设继续受到高度重视

2015 年上半年,中国的特高压输 电线路建设进入加速发展阶段. 「两交两直」 ,即蒙西 ― 天津南 1000kV 特高压交流工程、榆横 ― 潍坊 1000kV 特高压交流工程、酒泉―湖南 ±800kV 特高压直流工 程、晋北 ― 江苏 ±800kV 特高压 直流工程,相继获得核准并开工建 设. 根泄夷茉淳址⒉嫉 《关於 加快推进大气污染防治行动计划

12 条重点输电通道建设的通知》 和 《大气污染防治外输电通道建设任 务书》 , 「12 条重点输电通道」 均要 在2016 至2017 年投产, 这对提高可再生能源发电消纳能力,减少 「弃风」 、 「弃光」 现象将起到重要 作用. MANAGEMENT DISCUSSION AND ANALYSIS (Continued) I. Operating Environment (Continued) 2. Government Aims to Solve Renewable Energy Consumption Problem Due to Lower Electricity Demand Growth (Continued) According to NEA'

s released data, in the first half of 2015, the national average utilization hours of wind power was

933 hours,

15 hours more than the same period last year, while the average utilization hours of solar power of State Grid region was

642 hours,

7 hours more than the same period last year. 3. Power Grid Construction Continue to be a High Priority China'

s ultra-high voltage (UHV) transmission lines construction experienced accelerated development in the first half of 2015. The two A/C, two D/C Projects , i.e. the West Inner Mongolia-South Tianjin 1000kV UHV A/C line, Yuheng-Weifang 1000kV UHV A/C line, Jiuquan- Hunan ±800kV D/C UHV line and Jinbei-Jiangsu ±800kV D/C UHV line, have obtained approvals to commence construction. According to the Notice on Accelerating the Atmospheric Pollution Prevention Action Plan Construction of the