The development of power industry is very sensitive to the macro-economy. This is particularly true in China where three quarters of the electricity consumption comes from industrial demand. Chinese government has carried out positive fiscal policies to increase investment in recent years. The domestic economic development is doing well. According to the National Electricity Industry Statistics Report, electricity generation in 2004 reached 2187 TWh, up by 14.8 percent YoY. However, the growth rate decreased 0.4 percent compared with the previous year. Nuclear power generation increased steadily and reached 50.1 TWh, increased by 14.1 percent YoY. In 2004, the overall electricity consumption of China was 2173.5 TWhs, increased by 14.9 percent YoY, which was the second high growth year following 2003 since China's adopting of reform and opening-up policy.

Power deficiency was the major issue in electricity market in 2004, which was much more serious than 2003. In 2003, 21 provinces were reported to have power shortage problem while in 2004 the number increased to 24. The whole country was in a power shortage of about 10 million kilowatts while in 2004 over 30 million.



In 2005 the power shortage problem continues. This report integrates a great deal of industrial data, facts and information concerning national policies, truthfully and objectively exhibits the current situation of China’s electricity industry, and tries to forecast the industry trends.



This report analyzes the operation of China’s power industry from 2001 to 2004, including general demand and supply analysis, regional market demand and supply analysis, analysis on power generation and development of grids. Also this report addresses the economic situations of China power industry from 2001 to 2004, including economic indicators such as industrial scale, profits and efficiency. Related industries and circumstances are also included.

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Sources


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1. Electricity industry macro running database (1998-2004), Chinese National Bureau of Statistics


2. Electricity industry enterprises monitoring database (2002-2004), Chinese National Bureau of Statistics



3. State Grid Corporation of China



4. CNKI, CNnewspaper.com, Wanfang Data, etc.

Part I Fundamental market research of electricity industry


Chapter One: Electricity industry overview

1.1 Development history of China electricity industry

1.2 Characteristic analysis of electricity industry

1.3 World electricity industry overview



Chapter Two: Development environment research of China electricity industry

2.1 National energy restructuring

2.2 Power system reform

2.3 Analysis of electric power supervision environment

2.4 Western development and China power



Part II Demand and supply analysis of electric power market



Chapter Three: Analysis of China electric power generation

3.1 Development and status of electric power generation

3.2 Structural features of electric power generation

3.3 Status and development of electric power construction



Chapter Four: Analysis of China electricity consumption

4.1 Analysis of electricity usage

4.2 Electricity consumption features in China

4.3 Electricity generation/consumption elastic coefficient analysis



Chapter Five: Electric power import & export market



Chapter Six: Analysis of China electric source structure

6.1 Thermal Power

6.2 Hydroelectric Power

6.3 Nuclear Power

6.4 Other power sources



Part III Economic analysis of power industry



Chapter Seven: Economic indicators of power generation factories

7.1 General operation analysis of large-scale power generation plants, 1999-2004

7.2 Analysis of power generation plants by economic type, 1999-2004

7.3 Operation analysis of power generation plants by major economic type



Chapter Eight: Economic indicator analysis of power supply plants

8.1 General operation analysis of large-scale power supply plants, 1999-2004

8.2 Operation analysis of state-owned power supply plants, 2000-2004



Chapter Nine: Development of major power grids

9.1 China power grids overview

9.2 North China Grid

9.3 East China Grid

9.4 Central China Grid

9.5 North-east China Grid

9.6 North-west China Grid

9.7 China Southern Power Grid

9.8 Provincial independent power grids



Chapter Ten: Analysis of power industry competition

10.1 Competition characteristics of power industry

10.2 Current pattern of China electric power generation market

10.3 Current pattern of China electric power supply market



Chapter Eleven: Analysis of key enterprises

11.1 Power grid groups

11.2 Power generation groups

11.3 Supplementary groups



Part IV Analysis of upstream industries



Chapter Twelve: Electric equipment industry

12.1 Overview of electric equipment industry

12.2 Technological achievements of China electric equipment industry

12.3 Power generating equipment sector

12.4 Electric power primary equipment sector

12.5 Electric power secondary equipment sector



Chapter Thirteen: Coal industry

13.1 Demand and supply status of China coal industry

13.2 Analysis of coal market

13.3 Demand and supply relationships of coal market in 2005

13.4 Impact of coal and power linkage on power industry



Part V Development and investment analysis



Chapter Fourteen: Investment analysis of power industry

14.1 Fixed asset investment analysis of power industry

14.2 Investment benefit analysis of power industry



Chapter Fifteen: Trend analysis of power industry

15.1 Information from NPC and CPPCC

15.2 Trends of the industrial economy

15.3 Trends of internationalization

15.4 Trends of informationalization



Chapter Sixteen: Development strategies for power enterprises

16.1 Development thoughts for power enterprises after power system reform

16.2 Development thoughts for power supply enterprises





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Selected Tables and Figures


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Scale comparison of power generation industry 2004
Scale comparison of power supply industry 2004

Scale indicator of sales revenue for top 10 power generation plants in 2004

Scale indicator of sales revenue for top 10 power supply plants in 2004

Geographical distribution of China energy resources

Available water energy resources and distribution in Western China

Electricity generation in China by year 1980-2004

Growth of electricity generation by year in China 1980-2004

Electricity generation and growth by month in 2004

Comparison among the three major types of electricity generation 2001-2004

Change of total electricity generation by season 2000-2004

Change of thermal power generation by season 2000-2004

Change of hydroelectric power generation by season 2000-2004

Statistics of electricity generation of all provinces 2000-2004

Electricity generation comparison of major power grids 2000-2004

Change of thermal power and hydroelectric power installed capacity 1952-2004

China electricity consumption from 1995-2004

Statistics of electricity consumption in various areas in China 1995-2003

Comparative analysis of power demand and supply in major areas 2002-2004

Statistics of power consumption by different industries 1990-2004

Statistics of China electric power import in 2004

Statistics of China electric power export in 2004

Status of fixed assets in China power industry 1993-2004

Forecasts of capital demand for power construction