受宏(hong)观经济影响，工(gong)业生产稳中向好，2017年，全(quan)(quan)(quan)国GDP达82.7万亿元，同(tong)比(bi)上(shang)涨(zhang)6.9%，增速(su)较上(shang)年提(ti)高(gao)0.2个百(bai)分点(dian)，全(quan)(quan)(quan)国全(quan)(quan)(quan)社会用(yong)电(dian)量6.4万亿千(qian)瓦时，同(tong)比(bi)上(shang)涨(zhang)6.6%，人(ren)均用(yong)电(dian)量4538千(qian)瓦时，人(ren)均生活用(yong)电(dian)量625千(qian)瓦时。全(quan)(quan)(quan)社会用(yong)电(dian)量同(tong)比(bi)增长6.6%，增速(su)同(tong)比(bi)提(ti)高(gao)1.6个百(bai)分点(dian)，创(chuang)2014年以来(lai)的(de)新高(gao)。

    2017年夏季我国用电(dian)需求(qiu)保持较高(gao)(gao)水平：一产(chan)(chan)和三产(chan)(chan)在高(gao)(gao)温天(tian)气(qi)的(de)影(ying)响下，新增了额(e)外(wai)的(de)制冷需求(qiu)；二(er)产(chan)(chan)方面计(ji)入(ru)二(er)产(chan)(chan)用电(dian)的(de)线损(sun)电(dian)量受电(dian)网负荷增长影(ying)响同比大(da)幅(fu)提升(sheng)，造成7月用电(dian)需求(qiu)异常(chang)偏高(gao)(gao)。此外(wai)，2017年12月寒(han)潮来袭(xi)导致全国平均气(qi)温较上一年同期偏低，供暖用电(dian)需求(qiu)同比上涨。

    截至(zhi)2017年(nian)底，全(quan)国全(quan)口径(jing)发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)装机容(rong)量(liang)17.8亿千瓦(wa)、同比(bi)增(zeng)长7.6%；全(quan)国全(quan)口径(jing)发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)量(liang)6.42万亿千瓦(wa)时、同比(bi)增(zeng)长6.5%。其中，火力(li)(li)(li)发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)量(liang)同比(bi)上(shang)(shang)涨(zhang)5.2%，水(shui)力(li)(li)(li)发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)量(liang)同比(bi)上(shang)(shang)涨(zhang)1.7%，核能(neng)发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)量(liang)同比(bi)上(shang)(shang)涨(zhang)16.5%，风力(li)(li)(li)发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)量(liang)同比(bi)上(shang)(shang)涨(zhang)26.3%，太阳能(neng)发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)量(liang)同比(bi)上(shang)(shang)涨(zhang)75.4%。2017年(nian)上(shang)(shang)半(ban)(ban)年(nian)火力(li)(li)(li)发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)量(liang)当月同比(bi)增(zeng)长速度(du)较快(kuai)，而下半(ban)(ban)年(nian)水(shui)电(dian)(dian)(dian)(dian)(dian)(dian)发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)量(liang)当月同比(bi)增(zeng)长速度(du)较快(kuai)，因(yin)2017年(nian)上(shang)(shang)半(ban)(ban)年(nian)水(shui)偏枯(ku)，水(shui)电(dian)(dian)(dian)(dian)(dian)(dian)释放发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)空间，火电(dian)(dian)(dian)(dian)(dian)(dian)自然增(zeng)速较快(kuai)，而下半(ban)(ban)年(nian)水(shui)转丰，水(shui)电(dian)(dian)(dian)(dian)(dian)(dian)得力(li)(li)(li)，火电(dian)(dian)(dian)(dian)(dian)(dian)发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)空间受(shou)到一定影响。除此之外(wai)，清洁能(neng)源月度(du)发(fa)(fa)(fa)(fa)电(dian)(dian)(dian)(dian)(dian)(dian)量(liang)均(jun)保持较高(gao)增(zeng)速水(shui)平。

    2017年全国发电(dian)(dian)机容(rong)量增(zeng)(zeng)长至177708万(wan)千(qian)瓦，年均(jun)复合增(zeng)(zeng)速达9.1%，截(jie)止2017年底(di)，全国全口径发电(dian)(dian)装机容(rong)量17.77亿千(qian)瓦，比上年增(zeng)(zeng)长7.7%，增(zeng)(zeng)速比上年回落0.5个百分点；风电(dian)(dian)、太阳能发电(dian)(dian)装机规(gui)模已超国家(jia)十三五规(gui)划目(mu)标(biao)。

    2017年(nian)全国主要电(dian)力(li)企业(ye)电(dian)源(yuan)工程建设完(wan)成投资(zi)2900亿(yi)元，水(shui)电(dian)投资(zi)中抽水(shui)蓄能投资(zi)创历史新高(gao)；核电(dian)投资(zi)为2009年(nian)以(yi)来最低水(shui)平；火电(dian)及(ji)其煤电(dian)投资(zi)规(gui)模(mo)大幅下降，为近十(shi)年(nian)来最低水(shui)平。

    用(yong)电需求(qiu)与(yu)我国(guo)的(de)(de)宏(hong)观经(jing)济呈(cheng)现高度的(de)(de)相(xiang)关性，宏(hong)观经(jing)济的(de)(de)增(zeng)(zeng)长为用(yong)电需求(qiu)提供了一个(ge)前(qian)提。据国(guo)家统计局(ju)初步核算，2018年(nian)(nian)上(shang)半年(nian)(nian)我国(guo)GDP总量(liang)418961亿元，较(jiao)去年(nian)(nian)增(zeng)(zeng)长了6.8%；用(yong)电量(liang)也相(xiang)应有所增(zeng)(zeng)长，中国(guo)全社会2018年(nian)(nian)上(shang)半年(nian)(nian)用(yong)电量(liang)32291千(qian)瓦时(shi)，较(jiao)去年(nian)(nian)同(tong)期相(xiang)比增(zeng)(zeng)长9.4%，同(tong)比增(zeng)(zeng)速提高3.1%，创6年(nian)(nian)来新高。根据“中国(guo)宏(hong)观经(jing)济论坛（2018-2019）”报告会上(shang)发布的(de)(de)报告预计，2018年(nian)(nian)全年(nian)(nian)世纪GDP增(zeng)(zeng)速为6.6%。由此(ci)可预测，2018年(nian)(nian)全年(nian)(nian)的(de)(de)用(yong)电量(liang)将有大幅(fu)增(zeng)(zeng)长。

    早在2016年(nian)(nian)(nian)，国(guo)家发(fa)(fa)改委及国(guo)家能(neng)源(yuan)(yuan)局发(fa)(fa)布的(de)(de)(de)《电(dian)(dian)(dian)力(li)发(fa)(fa)展“十(shi)三(san)五”规划》中(zhong)就(jiu)提(ti)出，加快清洁(jie)能(neng)源(yuan)(yuan)的(de)(de)(de)开(kai)发(fa)(fa)利用(yong)，“十(shi)三(san)五”将逐渐(jian)减少电(dian)(dian)(dian)机(ji)组(zu)的(de)(de)(de)装机(ji)量、加大清洁(jie)能(neng)源(yuan)(yuan)的(de)(de)(de)装机(ji)量。到2018年(nian)(nian)(nian)上半(ban)年(nian)(nian)(nian)，上半(ban)年(nian)(nian)(nian)，核电(dian)(dian)(dian)、风电(dian)(dian)(dian)、太(tai)阳能(neng)发(fa)(fa)电(dian)(dian)(dian)合计新增装机(ji)容(rong)(rong)量占(zhan)新增装机(ji)总容(rong)(rong)量的(de)(de)(de)66.1%，比去年(nian)(nian)(nian)同(tong)期(qi)提(ti)高5.4个百(bai)分点(dian)；核电(dian)(dian)(dian)、风电(dian)(dian)(dian)、太(tai)阳能(neng)发(fa)(fa)电(dian)(dian)(dian)量合计同(tong)比增长(zhang)19.0%，高于火(huo)电(dian)(dian)(dian)发(fa)(fa)电(dian)(dian)(dian)增速11.0个百(bai)分点(dian)。