當(dang)前能源(yuan)(yuan)電(dian)力轉型(xing)持續推進(jin)(jin),電(dian)源(yuan)(yuan)結構調整勢在(zai)必行。在(zai)常規轉型(xing)情景(jing)(jing)和電(dian)氣化水平提升更快、清(qing)潔能源(yuan)(yuan)開發(fa)規模(mo)更大的再電(dian)氣化情景(jing)(jing)下,國網能源(yuan)(yuan)研究院對(dui)我國中長期(qi)電(dian)源(yuan)(yuan)發(fa)展趨勢進(jin)(jin)行了研究。
總體來(lai)看(kan)(kan),我(wo)國(guo)電(dian)(dian)(dian)(dian)源(yuan)裝(zhuang)(zhuang)機(ji)規模(mo)將(jiang)保持平(ping)穩(wen)較(jiao)快(kuai)增長(chang)。系(xi)統(tong)規劃(hua)(hua)結果顯示,2035年電(dian)(dian)(dian)(dian)源(yuan)裝(zhuang)(zhuang)機(ji)容(rong)量將(jiang)達(da)到(dao)約(yue)35億—41億千瓦,2050年將(jiang)達(da)約(yue)43億—52億千瓦。陸上(shang)風電(dian)(dian)(dian)(dian)、光伏發(fa)(fa)電(dian)(dian)(dian)(dian)將(jiang)是我(wo)國(guo)發(fa)(fa)展最快(kuai)的(de)電(dian)(dian)(dian)(dian)源(yuan)類(lei)(lei)型(xing),我(wo)國(guo)電(dian)(dian)(dian)(dian)源(yuan)結構朝著更加清潔低(di)碳(tan)的(de)方向發(fa)(fa)展。考(kao)慮到(dao)新能源(yuan)發(fa)(fa)電(dian)(dian)(dian)(dian)存在較(jiao)強的(de)波動性和不(bu)確定性,且利用小時數相對(dui)較(jiao)低(di),為解決新能源(yuan)大規模(mo)發(fa)(fa)展帶(dai)來(lai)的(de)電(dian)(dian)(dian)(dian)力、電(dian)(dian)(dian)(dian)量平(ping)衡(heng)與調(diao)(diao)峰(feng)挑戰(zhan),仍(reng)需各(ge)類(lei)(lei)電(dian)(dian)(dian)(dian)源(yuan)協調(diao)(diao)發(fa)(fa)展。氣電(dian)(dian)(dian)(dian)、核電(dian)(dian)(dian)(dian)、水電(dian)(dian)(dian)(dian)等常規電(dian)(dian)(dian)(dian)源(yuan)的(de)容(rong)量不(bu)會因新能源(yuan)裝(zhuang)(zhuang)機(ji)成本降(jiang)低(di)而停止增長(chang),煤電(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)容(rong)量雖將(jiang)呈現(xian)先升(sheng)后(hou)降(jiang)趨(qu)勢(shi),但(dan)在規劃(hua)(hua)期內仍(reng)將(jiang)在我(wo)國(guo)電(dian)(dian)(dian)(dian)力系(xi)統(tong)中持續發(fa)(fa)揮重要作(zuo)用。分(fen)品種來(lai)看(kan)(kan),各(ge)類(lei)(lei)主要電(dian)(dian)(dian)(dian)源(yuan)發(fa)(fa)展態(tai)勢(shi)如下:
陸(lu)上(shang)(shang)風(feng)電(dian)(dian)(dian)(dian)、光(guang)(guang)(guang)伏發電(dian)(dian)(dian)(dian)快(kuai)速增(zeng)長(chang)(chang),將(jiang)(jiang)(jiang)逐步成(cheng)(cheng)為(wei)中國電(dian)(dian)(dian)(dian)源(yuan)結構主體。補貼退坡(po)雖(sui)將(jiang)(jiang)(jiang)在短(duan)期(qi)內(nei)放(fang)緩風(feng)電(dian)(dian)(dian)(dian)、光(guang)(guang)(guang)伏發電(dian)(dian)(dian)(dian)的(de)(de)(de)增(zeng)速,但中長(chang)(chang)期(qi)來(lai)看二者的(de)(de)(de)經濟競爭力將(jiang)(jiang)(jiang)逐步顯(xian)現。在整(zheng)個規劃期(qi)內(nei),二者都將(jiang)(jiang)(jiang)保持強勁(jing)的(de)(de)(de)增(zeng)長(chang)(chang)勢(shi)頭。特別是光(guang)(guang)(guang)伏發電(dian)(dian)(dian)(dian),隨著(zhu)組件成(cheng)(cheng)本持續(xu)下降,將(jiang)(jiang)(jiang)成(cheng)(cheng)為(wei)規劃期(qi)內(nei)增(zeng)長(chang)(chang)幅度最大的(de)(de)(de)電(dian)(dian)(dian)(dian)源(yuan)。常規轉型情(qing)景下,2035年陸(lu)上(shang)(shang)風(feng)電(dian)(dian)(dian)(dian)、光(guang)(guang)(guang)伏發電(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)容(rong)量(liang)(liang)分(fen)別為(wei)7.0億、7.3億千(qian)瓦(wa)(wa),2050年分(fen)別增(zeng)至9.7億、12.7億千(qian)瓦(wa)(wa)。再電(dian)(dian)(dian)(dian)氣化情(qing)景下,2035年陸(lu)上(shang)(shang)風(feng)電(dian)(dian)(dian)(dian)、光(guang)(guang)(guang)伏發電(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)容(rong)量(liang)(liang)分(fen)別為(wei)8.3億、8.7億千(qian)瓦(wa)(wa),2050年分(fen)別增(zeng)至13.0億、15.6億千(qian)瓦(wa)(wa)。2050年,陸(lu)上(shang)(shang)風(feng)電(dian)(dian)(dian)(dian)與光(guang)(guang)(guang)伏發電(dian)(dian)(dian)(dian)的(de)(de)(de)合計裝(zhuang)(zhuang)機(ji)容(rong)量(liang)(liang)在電(dian)(dian)(dian)(dian)源(yuan)結構中的(de)(de)(de)占(zhan)(zhan)比(bi)超(chao)(chao)過(guo)一半,發電(dian)(dian)(dian)(dian)量(liang)(liang)占(zhan)(zhan)比(bi)超(chao)(chao)過(guo)1/3。風(feng)電(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)布局仍將(jiang)(jiang)(jiang)以(yi)“三北”地區(qu)為(wei)主,“三北”地區(qu)風(feng)電(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)占(zhan)(zhan)比(bi)將(jiang)(jiang)(jiang)長(chang)(chang)期(qi)保持在60%以(yi)上(shang)(shang)。光(guang)(guang)(guang)伏發電(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)宜集(ji)中式(shi)與分(fen)布式(shi)并重發展,西北地區(qu)2050年裝(zhuang)(zhuang)機(ji)占(zhan)(zhan)比(bi)仍將(jiang)(jiang)(jiang)超(chao)(chao)過(guo)1/3。
海上風電、光熱發電技術逐步成熟,裝機容量持續增長,但總體規模有限。二者相較于陸上風電、光伏發電更具系統友好性:海上風電比陸上風電資源條件好、出力波動小、距離負荷中心近,光熱發電作為一種可控電源能夠為系統電力平衡與調峰作出貢獻。隨著技術進步,二者的裝機成本也將迎來持續下降,但到2050年相對于陸上風電、光伏發電仍不具經濟競爭力,且電源選址受限較大,因此增長規模有限。2035年、2050年海上風電裝機容量將分別達到0.3億—0.4億千瓦、0.7億—0.8億千瓦。2035年、2050年光熱發電裝機容量將(jiang)分別達到(dao)0.4億—0.5億千瓦(wa)、1.5億—1.6億千瓦(wa)。
煤(mei)(mei)電(dian)(dian)(dian)(dian)(dian)由電(dian)(dian)(dian)(dian)(dian)量(liang)(liang)供應(ying)主體(ti)(ti)逐漸轉變為(wei)電(dian)(dian)(dian)(dian)(dian)力(li)供應(ying)主體(ti)(ti),將(jiang)(jiang)在(zai)(zai)我國電(dian)(dian)(dian)(dian)(dian)力(li)系統(tong)中(zhong)持續發(fa)(fa)揮(hui)(hui)重(zhong)要作用(yong)。為(wei)有效應(ying)對波動性新能源發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)給電(dian)(dian)(dian)(dian)(dian)力(li)系統(tong)安全(quan)穩定運行(xing)帶來(lai)的挑戰,未來(lai)需要煤(mei)(mei)電(dian)(dian)(dian)(dian)(dian)機(ji)組更(geng)好地發(fa)(fa)揮(hui)(hui)調峰(feng)、備用(yong)等作用(yong)。在(zai)(zai)兩種情景(jing)下,2035年煤(mei)(mei)電(dian)(dian)(dian)(dian)(dian)裝機(ji)分別為(wei)10.2億(yi)、12.8億(yi)千瓦,2050年分別為(wei)6.4億(yi)、7.8億(yi)千瓦。規劃期(qi)內,煤(mei)(mei)電(dian)(dian)(dian)(dian)(dian)裝機(ji)容(rong)量(liang)(liang)和發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)量(liang)(liang)都(dou)將(jiang)(jiang)呈現出先升后降的趨勢,預計在(zai)(zai)2025—2030年期(qi)間(jian)達峰(feng)。隨著(zhu)煤(mei)(mei)電(dian)(dian)(dian)(dian)(dian)機(ji)組在(zai)(zai)系統(tong)中(zhong)承擔功能的轉變,其利用(yong)小時數將(jiang)(jiang)逐漸降低,因此發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)量(liang)(liang)達峰(feng)時間(jian)稍(shao)早于裝機(ji)容(rong)量(liang)(liang)達峰(feng)時間(jian)。布局(ju)方面(mian),煤(mei)(mei)電(dian)(dian)(dian)(dian)(dian)機(ji)組將(jiang)(jiang)更(geng)多存(cun)在(zai)(zai)于電(dian)(dian)(dian)(dian)(dian)源送端,一是發(fa)(fa)揮(hui)(hui)煤(mei)(mei)炭基地就地發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)的經濟性優勢,二是能夠減(jian)輕(qing)東中(zhong)部地區環境壓(ya)力(li),三是可配合新能源消納與送出。
氣(qi)電(dian)受成本(ben)(ben)因素制約(yue),增長(chang)空間有(you)(you)限。我國天(tian)然氣(qi)資源稀缺,用氣(qi)成本(ben)(ben)較高(gao),制約(yue)了(le)氣(qi)電(dian)的(de)發展。從(cong)發電(dian)角(jiao)度,燃氣(qi)發電(dian)近期(qi)不具備經濟性(xing),隨(sui)著(zhu)新能(neng)(neng)源成本(ben)(ben)持續下降,未來氣(qi)電(dian)的(de)經濟競爭力更加有(you)(you)限。從(cong)調(diao)峰角(jiao)度,在我國當前電(dian)源結構下,通(tong)過建立合理市場機制和開展靈(ling)活性(xing)改造能(neng)(neng)夠激發出煤電(dian)可觀的(de)調(diao)峰潛力,今后隨(sui)著(zhu)儲能(neng)(neng)成本(ben)(ben)不斷降低(di)、需(xu)(xu)求響應商業(ye)模式(shi)逐漸豐富、互聯電(dian)網(wang)靈(ling)活優(you)化(hua)運行能(neng)(neng)力日益提升(sheng),氣(qi)電(dian)在調(diao)峰方面的(de)角(jiao)色并非不可替代。根據(ju)系(xi)(xi)統整體優(you)化(hua)規劃結果,2035年、2050年氣(qi)電(dian)裝(zhuang)(zhuang)機容量分別為約(yue)1.6億—2.1億千瓦(wa)、1.7億—3.1億千瓦(wa)。其中(zhong)再電(dian)氣(qi)化(hua)情景下由于新能(neng)(neng)源裝(zhuang)(zhuang)機規模更大,所需(xu)(xu)的(de)系(xi)(xi)統調(diao)節能(neng)(neng)力更強,因此氣(qi)電(dian)容量較高(gao)。
核(he)電容量穩步增長,發展受限于(yu)站址空間(jian)和規劃建設(she)周(zhou)期。核(he)電是清(qing)潔、可靠的(de)(de)電源,且其利用小時(shi)數較高(gao)(gao),在風(feng)電、光伏發電大規模(mo)發展的(de)(de)情況下(xia)能夠(gou)對系統電力電量平衡(heng)做出(chu)較大貢獻,應(ying)當在確保(bao)安全的(de)(de)基(ji)礎上高(gao)(gao)效(xiao)發展核(he)電。但我國(guo)核(he)電發展受到(dao)電站選(xuan)址空間(jian)及規劃建設(she)周(zhou)期等因(yin)素影響,預計2035年(nian)、2050年(nian)裝(zhuang)機(ji)容量將分別達到(dao)約(yue)1.8億、2.2億千瓦。
水(shui)電(dian)(dian)發(fa)展(zhan)受到資(zi)源(yuan)(yuan)條件限制(zhi),增(zeng)長潛(qian)力相對有限。水(shui)電(dian)(dian)是我(wo)國(guo)重要的(de)能源(yuan)(yuan)戰略資(zi)源(yuan)(yuan),是國(guo)家實現能源(yuan)(yuan)清(qing)潔化發(fa)展(zhan)轉(zhuan)型、完成非化石(shi)能源(yuan)(yuan)發(fa)展(zhan)目標的(de)重要保障。但我(wo)國(guo)水(shui)電(dian)(dian)可(ke)開(kai)發(fa)潛(qian)力有限,主要集中(zhong)在(zai)西南地區,且綜合開(kai)發(fa)成本(ben)呈上升趨勢(shi)。2035年(nian)之前水(shui)電(dian)(dian)仍具備一定發(fa)展(zhan)潛(qian)力,隨后(hou)趨于飽和。預計2035年(nian)、2050年(nian)水(shui)電(dian)(dian)裝機(ji)容(rong)量將分別(bie)達到約5.0億、5.4億千瓦。此外,抽(chou)水(shui)蓄能穩(wen)步發(fa)展(zhan),2035年(nian)、2050年(nian)裝機(ji)容(rong)量分別(bie)達到約1.0億、1.6億千瓦。
未來,隨著清潔能源發(fa)(fa)電占比顯著上升,碳(tan)(tan)排(pai)放強(qiang)度將(jiang)(jiang)大幅下(xia)降。2035年(nian)非化(hua)石(shi)能源發(fa)(fa)電量占比將(jiang)(jiang)達到58%左(zuo)右,2050年(nian)將(jiang)(jiang)接近(jin)80%。常(chang)規(gui)轉型(xing)情景與再電氣化(hua)情景下(xia),2035年(nian)單位發(fa)(fa)電量二氧化(hua)碳(tan)(tan)排(pai)放水(shui)(shui)平分別降至325g/kWh、317g/kWh左(zuo)右,約(yue)為2017年(nian)水(shui)(shui)平的(de)56%、55%;2050年(nian)單位發(fa)(fa)電量二氧化(hua)碳(tan)(tan)排(pai)放水(shui)(shui)平分別降至151g/kWh、129g/kWh左(zuo)右,約(yue)為2017年(nian)水(shui)(shui)平的(de)26%、22%。電力系統碳(tan)(tan)排(pai)放將(jiang)(jiang)在2025年(nian)前后達峰,峰值水(shui)(shui)平約(yue)為45億—50億噸,2050年(nian)電力系統排(pai)放量將(jiang)(jiang)下(xia)降至約(yue)18億—19億噸,有(you)力支撐(cheng)我(wo)國能源低碳(tan)(tan)化(hua)轉型(xing)。