用(yong)電量(liang)是體現經濟活動的(de)重要指標之一。國家能源局發布(bu)的(de)數據顯示,今年(nian)前三季度,全(quan)社(she)會用(yong)電量(liang)累計7.41萬億千瓦時,同(tong)比增長7.9%;同(tong)期GDP同(tong)比增長4.8%,用(yong)電量(liang)增速明顯高(gao)于GDP增速。
前(qian)三季度(du)用電(dian)量增速(su)為何會(hui)高于GDP增速(su)?
“電(dian)(dian)(dian)(dian)力(li)是國民經濟(ji)重(zhong)要的(de)保障性(xing)行(xing)業(ye)(ye),全(quan)社(she)會(hui)(hui)用(yong)電(dian)(dian)(dian)(dian)量(liang)與(yu)國內生產(chan)(chan)總(zong)值規模呈強正相關(guan)關(guan)系,且全(quan)社(she)會(hui)(hui)用(yong)電(dian)(dian)(dian)(dian)量(liang)與(yu)GDP增(zeng)速(su)(su)變(bian)化(hua)趨勢總(zong)體同(tong)步。”中國電(dian)(dian)(dian)(dian)力(li)企(qi)業(ye)(ye)聯合會(hui)(hui)專職(zhi)副理事長王抒祥分析(xi)說,但由于全(quan)社(she)會(hui)(hui)用(yong)電(dian)(dian)(dian)(dian)量(liang)與(yu)GDP存在(zai)較大結構(gou)性(xing)差異,導致(zhi)全(quan)社(she)會(hui)(hui)用(yong)電(dian)(dian)(dian)(dian)量(liang)增(zeng)速(su)(su)與(yu)GDP增(zeng)速(su)(su)之間存在(zai)偏差。經濟(ji)、氣溫等因素(su)會(hui)(hui)引(yin)起用(yong)電(dian)(dian)(dian)(dian)量(liang)與(yu)GDP的(de)結構(gou)變(bian)化(hua)及波動,也導致(zhi)電(dian)(dian)(dian)(dian)力(li)消費彈(dan)性(xing)系數(用(yong)電(dian)(dian)(dian)(dian)量(liang)增(zeng)速(su)(su)/GDP增(zeng)速(su)(su))產(chan)(chan)生波動。
近年來,我國電(dian)能替代在農業、服務(wu)業、工業、居民生活等領域深(shen)入(ru)推進,電(dian)氣化(hua)水平持續提升(sheng)。同(tong)時,5G、大數據、云計算、人工智能、電(dian)動汽車等新興行業用電(dian)量高(gao)速(su)(su)(su)增長,共同(tong)拉動近幾年電(dian)力(li)消費增速(su)(su)(su)總體(ti)高(gao)于GDP增速(su)(su)(su),今年前三季(ji)度仍然延(yan)續這一趨勢。
除了(le)有電(dian)(dian)氣(qi)化(hua)水平(ping)繼續提升(sheng)這一(yi)因(yin)素(su)外,今年(nian)(nian)年(nian)(nian)初以及夏(xia)季氣(qi)溫(wen)因(yin)素(su)對用(yong)(yong)電(dian)(dian)量變化(hua)影響(xiang)顯(xian)(xian)著(zhu)。今年(nian)(nian)2月份全國平(ping)均(jun)氣(qi)溫(wen)明顯(xian)(xian)低于(yu)去(qu)年(nian)(nian)同(tong)期(qi)(qi),拉動采(cai)暖(nuan)用(yong)(yong)電(dian)(dian)快(kuai)速增長,當(dang)月居(ju)民生活用(yong)(yong)電(dian)(dian)量同(tong)比增長24%。今年(nian)(nian)八九月份,我國平(ping)均(jun)氣(qi)溫(wen)均(jun)為1961年(nian)(nian)以來(lai)歷(li)史同(tong)期(qi)(qi)最高(gao),西南、華(hua)東、華(hua)中(zhong)區(qu)域(yu)氣(qi)溫(wen)明顯(xian)(xian)高(gao)于(yu)去(qu)年(nian)(nian)同(tong)期(qi)(qi),區(qu)域(yu)用(yong)(yong)電(dian)(dian)量高(gao)速增長,拉動這兩個月全國全社會(hui)用(yong)(yong)電(dian)(dian)量增速均(jun)超過8%,也(ye)拉動今年(nian)(nian)三季度全國全社會(hui)用(yong)(yong)電(dian)(dian)量增速高(gao)于(yu)二季度。
記者還注意到,第三產業用電量延續快速增長勢頭,互聯網及充換電服務業用電量高速增長。前三季度,第三產業用電量同比增長11.2%,增速比上年同期提高1.1個百分點,對全社會用電量增長的貢獻率為25.9%。一、二、三季度第三產業用電量同比分別增長14.3%、9.2%、10.5%,各季度均保持快速增長勢頭。前三季度,第三產業中的各子行業用電量增速均超過5%,其中,批發和零售業、租賃和商務服務業用電量增速超過12%。在移動互聯網、大數據、云計算等快速發展帶動下,互聯網和相關服務用電量同比增長24.4%;電動汽車保持高速發展,充換電服務業前三季度用電量同比增長56.7%。
分區域(yu)看,全(quan)國所有省份(fen)用(yong)(yong)電(dian)量均(jun)為正增長,中(zhong)部和西(xi)部地區用(yong)(yong)電(dian)量增速超過全(quan)國平(ping)(ping)均(jun)增長水平(ping)(ping)。前三季度,東、中(zhong)、西(xi)部和東北地區全(quan)社會(hui)用(yong)(yong)電(dian)量同(tong)比(bi)分別(bie)增長7.8%、8.3%、8.7%和3.2%。
中國(guo)電(dian)力企業(ye)(ye)聯(lian)合會統計(ji)與數據中心主任(ren)侯文捷(jie)認為,前三季度(du),中部(bu)地(di)(di)區全社(she)會用電(dian)量增速(su)超過(guo)全國(guo)平均水平,主要是受服務(wu)(wu)業(ye)(ye)及居(ju)民生活用電(dian)增長(chang)拉動。前三季度(du)中部(bu)地(di)(di)區的服務(wu)(wu)業(ye)(ye)及居(ju)民生活用電(dian)量同(tong)比(bi)分別增長(chang)14.4%、14.3%,在四大地(di)(di)區中均居(ju)首位(wei)。
西部(bu)地(di)(di)區(qu)全(quan)社會(hui)用(yong)(yong)電量(liang)(liang)增速超全(quan)國(guo)平(ping)均水(shui)平(ping)的(de)原因則更為復(fu)雜。前三季(ji)度,西部(bu)地(di)(di)區(qu)第二(er)產(chan)業(ye)用(yong)(yong)電量(liang)(liang)同(tong)比增長(chang)7.7%,居(ju)各地(di)(di)區(qu)首位,對本地(di)(di)區(qu)全(quan)社會(hui)用(yong)(yong)電量(liang)(liang)增長(chang)的(de)貢獻率達(da)到(dao)63.9%。第二(er)產(chan)業(ye)中,由(you)于西部(bu)地(di)(di)區(qu)能(neng)源等資源更具價(jia)格優勢,西部(bu)地(di)(di)區(qu)的(de)四(si)(si)大(da)高載(zai)(zai)能(neng)行(xing)業(ye)用(yong)(yong)電量(liang)(liang)增速達(da)到(dao)了(le)6.2%,大(da)幅領先于其(qi)他區(qu)域以及(ji)全(quan)國(guo)平(ping)均水(shui)平(ping),除四(si)(si)大(da)高載(zai)(zai)能(neng)行(xing)業(ye)外,西部(bu)地(di)(di)區(qu)的(de)高技術(shu)及(ji)裝備(bei)制(zhi)造業(ye)、消費品制(zhi)造業(ye)也均高于全(quan)國(guo)平(ping)均水(shui)平(ping)。(記者 王軼辰)