The lack of electricity in summer is not a new topic, but this year's situation may be even less optimistic. According to data from the National Development and Reform Commission last week, on July 26, the national daily power generation exceeded 15 billion kilowatts, which was 1.338 billion kilowatts higher than last year's highest daily power generation. With the arrival of a large area of ​​hot weather, the air conditioning load will reach a maximum from late July to mid-August. In the first half of this year, China's total electricity consumption reached 221.5 billion kilowatts, an increase of 12.2% over the same period of the previous year; in the first half of the year, the monthly electricity consumption growth rate was 10% to 14%, which is a relatively fast growth range. The latest report of China Electricity Council predicts that the country's power supply and demand situation will be tight in the second half of the year, and there will be time-consuming power shortages in some regions; it is expected that coal prices will remain high and there is a possibility of a large increase. "The rise in coal prices will inevitably trigger the call for electricity prices to rise. After April this year, the second 'concert" of coal and electricity is about to ring," industry insiders pointed out. In the summer, the electricity shortage has been raging in the past. Zhang Guohong, director of the Hebei Provincial Electric Power Office, said that the power balance of the southern power grid in Hebei Province has been more than 20 times this summer, with the largest gap reaching 1.93 million kilowatts, a record high. “There may be a bigger gap.” The situation in Guangxi is even more severe. At present, the power gap in the autonomous region is close to 30%. Guangxi Power Grid has issued a Class I red warning signal with severe power shortage. According to Gu Nanfeng, deputy chief engineer of Guangxi Power Grid Corporation, Guangxi is suffering from the worst power shortage and the longest time span in the past 20 years. More than 1,000 companies have stopped production or partially stopped production in Guangxi. According to estimates by relevant departments, the biggest power shortage in Hangzhou this summer will reach 1.15 million kilowatts, facing the most serious power shortage in the past seven years. On July 29th, the power load of Hangzhou Power Grid has reached 10,089,000 kilowatts, becoming the first provincial capital city with a power load exceeding 10 million kilowatts. Relevant experts from the Central China Electricity Regulatory Bureau pointed out that in addition to the traditional southern and eastern coastal areas, the “electricity shortage” has spread to the central provinces of Hunan, Jiangxi and Henan, and traditional industries such as Fujian and Anhui. Electricity output regions are also beginning to supply tighter. In the second half of the year, it is difficult to escape the shortage of electricity. In the summer, can the national electricity supply and demand tend to ease? I am afraid the answer is no. According to the report of the China Electricity Council, the tight supply and demand in the second half of the year will be affected by structural factors such as uneven distribution of new power generation installed areas, uncoordinated construction of power grids, and declining new scale of thermal power. The report predicts that during the summer peak season, the country's highest electricity load will increase by about 14%. Due to the imbalance of power structure, the supply and demand gap in East China, North China, Central China and South China will reach 30 million to 40 million kilowatts, while the northeast, northwest and western Inner Mongolia still have more than 20 million kilowatts of surplus installed capacity. The winter power gap will remain at 25 million to 30 million kilowatts, but there are still surpluses in the northeast, northwest and Mengxi power grids. The data shows that the largest contribution to the growth of electricity consumption in the first half of the year was still in the high-energy-consuming industries such as building materials and metallurgy, which drove the growth of electricity consumption in the whole society by 3.8 percentage points. Among them, the provinces with faster growth in electricity consumption in the four high-energy-consuming industries are still concentrated in the west. Jia Fusheng, deputy director of the Economic Development and Control Bureau of the National Development and Reform Commission, also mentioned that the demand for industrial electricity has maintained rapid growth in recent years, especially in the high-energy-consuming industries. In June, the electricity consumption of steel, nonferrous metals, building materials and chemical industries accounted for 45% of industrial electricity consumption, and the proportion increased by 0.6 percentage points from the previous month. A person in the power sector said that the high-energy-consuming industry has become a major power consumer as always, showing the urgency of industrial restructuring. Changing the power structure and developing energy-saving emission reductions are still the focus of the second half of the year. In addition, the price factor can not be underestimated. According to CEC data, the five major power generation groups suffered a loss of 153.8 billion yuan in thermal power production in the first half of the year, while the thermal losses of the above-mentioned enterprises in 2010 were only 13.719 billion yuan. The increase in coal prices was an important reason for the increase in losses. “The coal price that will rise further will have a greater impact on the power production supply and enterprise benefits.” The China Electricity Council said that it is recommended to increase the electricity price in a timely manner, increase capital injection into power generation enterprises, reduce corporate income tax and other measures to alleviate coal combustion. Power plant production and operation is difficult.  

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