Economy

High temperature strikes, power load continues to rise, industrial chain companies take multiple measures to ensure power supply

2025-08-07   

Since the beginning of summer this year, many parts of the country have been experiencing sustained high temperatures, and the electricity load has continued to rise. According to public information, from August 4th to 6th, the electricity load in the State Grid operating area reached a historical high for three consecutive days, with a maximum load of 1.233 billion kilowatts, an increase of 53 million kilowatts from last year's extreme value of 1.18 billion kilowatts. In this context, the market's attention to listed companies in the power sector has increased. Several power companies have stated that they are actively taking action to contribute to the peak summer season in various regions. The relevant person in charge of Leshan Electric Power Co., Ltd. introduced to reporters that since July this year, the Leshan area has continued to experience high temperatures, and energy supply is facing severe challenges. The company has taken multiple measures to continuously carry out power grid upgrading and construction, and has successively implemented multiple projects such as the 110 kV Xiaogu Substation in Jianwei County, Leshan City, and the 35 kV Yangliu Substation in Jiajiang County for capacity expansion and renovation. Among them, the 110 kV Gaoqiao Substation located in Gaoqiao Town, Emeishan City has recently completed a new upgrade and officially put into operation, providing additional support for the local peak summer season. Yan Ke, Secretary of the Board of Directors of Sichuan Xichang Electric Power Co., Ltd. (hereinafter referred to as "Xichang Electric Power"), said in an interview with reporters: "Recently, the temperature in Xichang City has remained high, and in the face of the surge in electricity demand, the company has coordinated and taken multiple measures to ensure that the power grid under its jurisdiction always maintains safe and stable operation. In March this year, Xichang Electric Power completed and put into operation the fourth and fifth grid connection points with the State Grid, which not only strengthened the connection strength between the regional power grid and the main power grid, improved the flexibility and reliability of power transmission, but also effectively expanded the power supply capacity of the lower grid, providing solid power support for coping with peak electricity consumption The relevant person in charge of Shenzhen Zhaoxin Energy Co., Ltd. recently stated on the investor interaction platform that Anhui is currently experiencing a peak in electricity consumption and strong demand for electricity. The company's solar photovoltaic power station and other new energy stations located in Hefei, Anhui are actively responding to the government's deployment of "summer power maintenance" and have been fully operating at full capacity, fully investing in power generation business and contributing to regional power supply guarantee. The future demand for electricity may continue to grow. ”Gong Tao, Chairman of Shenzhen Zhongjinhua Innovation Fund, stated in an interview with reporters that China's electricity consumption adopts a tiered pricing system, and the use of virtual power plants for off peak electricity consumption is gradually becoming an important measure for energy conservation. In fact, the reporter noticed that with the arrival of the peak summer electricity consumption period, the market's attention to companies related to power transmission, virtual power plants, and energy storage has also increased. For example, the stock price of Shanghai Electric Power Co., Ltd. hit a recent high on August 6th. Previous records of investor communication activities show that the company started participating in Shanghai's virtual power plant services earlier, has a large number of building energy supply stations, and has accumulated a large amount of energy supply capacity. Based on the regulation capability of energy stations, during the peak electricity consumption periods in summer or winter in Shanghai, the company can achieve efficient energy allocation through the scheduling of virtual power plants. In the recent interaction with investors, the relevant person in charge of Langxin Technology Group Co., Ltd. mentioned that the company's energy Internet platform has connected tens of millions of industrial and commercial power users and nearly one million distributed photovoltaic power stations. At present, it has obtained electricity sales licenses in more than 25 provinces, helping industrial and commercial power users to purchase electricity and photovoltaic power plants and other new energy power generation entities to sell electricity, becoming a bridge connecting power generation enterprises and power users. During the peak period of electricity consumption, the company's trading volume increased significantly. Pan Helin, a member of the Information and Communication Economy Expert Committee of the Ministry of Industry and Information Technology, told reporters: "Factors such as high temperatures in summer have increased the demand for electricity in the near future, and also tested the supply and demand allocation ability of the power grid. In the future, the market's demand for power transmission, cross seasonal allocation, energy storage and other aspects may further increase, which is expected to drive the sustainable development of related industries, and the proportion of renewable energy will also further increase

Edit:Yao jue Responsible editor:Xie Tunan

Source:Securities Daily

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