香港电力市场前景及投资研究报告-培训课件外文版2024.4

INDUSTRIES

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MARKETSHongKong'spowersectorCHAPTER

01OverviewVolumeofprimaryenergyrequirementinHongKongfrom2009to2022(in1,000terajoules)VolumeofrequiredprimaryenergyinHongKong2009-2022700601.45599.88598.63587.156005004003002001000553.86534.87534.03491.03200920132014201820192020202120223Description:In2022,theprimaryenergyrequirementsinHongKongamountedtoaround0.5millionterajoules.VastmajorityofenergyinHongKongwasderivedfromexternalsourceswhichincludedcoalfromIndonesiaandoilfrommainlandChina.

ReadmoreNote(s):HongKong;2009to2022Source(s):CensusandStatisticsDepartmentHongKongVolumeoffinalenergyrequirementinHongKonginselectedyearsfrom2009to2022(in1,000terajoules)VolumeofrequiredfinalenergyinHongKong2009-2022400339.4350334.42329.85319.15305.97299.9630025020015010050282.82277.950200920132014201820192020202120224Description:In2022,thefinalenergyrequirementsinHongKongamountedtoaround0.28millionterajoules.VastmajorityofenergyinHongKongwasderivedfromexternalsources.ReadmoreNote(s):HongKong;2009to2022Source(s):CensusandStatisticsDepartmentHongKongVolumeofkeyfinalenergycommoditiesrequirementinHongKongfrom2009to2022,bycommodity(in1,000terajoules)VolumeofrequiredfinalenergyinHongKong2009-2022,bycommodityElectricityGasOilproductsCoalproducts0.1400350300250200150100500.110.210.070.180.180.181090.1148.95145.2629.55118.7728.84117.99118.04116.3588.9528.7127.428.5628.1527.2727.58158.152014159.52018161.71161.45149.37153.34150.71151.5902009201320192020202120225Description:In2022,oilproductsaccountedforlessthanhalfpercentoffinalenergycommoditiesrequirementsinHongKongataround0.09millionterajoules.VastmajorityofenergyinHongKongwasderivedfromexternalsources.

ReadmoreNote(s):HongKong;2009to2022Source(s):CensusandStatisticsDepartmentHongKongShareofkeyfinalenergycommodityrequirementsinHongKonginselectedyearsfrom2009to2022RequiredfinalenergycommoditiesinHongKong2009-2022ElectricityGasOilproducts120%100%80%60%40%20%0%32%38.1%9.5%39.3%9.5%38.8%9.4%39.4%8.7%43.4%43.9%8.5%43.3%8.5%9.86%8.8%58.1%202252.3%200951.1%201351.7%201451.8%202147.7%47.6%201948.2%202020186Description:In2022,oilproductsaccountedforapproximately32percentoffinalenergycommodityrequirementsinHongKong.VastmajorityofenergyinHongKongwasderivedfromexternalsources.

ReadmoreNote(s):HongKong;2009to2022Source(s):CensusandStatisticsDepartmentHongKongPerceivedandactualpercentageofenergyusedthatcomesfromrenewablesourcesinHongKongasofOctober2018PerceivedandactualshareofrenewableenergysourcesusedinHongKong201818%16%16%14%12%10%8%6%4%2%1%0%AverageguessActual7Description:ThisstatisticpresentstheresultsofasurveyonperceivedamountofenergyusedthatcomesfromrenewablesourcesinHongKongasofOctober2018.AccordingtodatapublishedbyIpsos,respondentsinHongKongoverestimatedtheuseofrenewableenergysources.Onaverage,therespondentsthoughtthataround16percentofenergyconsumedinHongKongcamefromrenewablesources,whentheactualamountwasonlyaroundonepercent.

ReadmoreNote(s):HongKong;September28toOctober16,2018;approx.1,000;nationallyrepresentativesampleSource(s):IpsosNecessaryimprovementsforenergyandresourcesmanagementaccordingtorespondentsinHongKongasofNovember2018NecessaryimprovementsforenergyandresourcesmanagementinHongKong2018Shareofrespondents0%10%20%30%40%50%60%70%65%Acceleratetheuseofrenewableenergysources(hydroelectric,wind,solar)Improveenergyefficiency64%ReduceamountofgarbagesenttolandfillsReducegreenhousegasemissions/carbonfootprintWaterconservation62%61%55%Reducetheburningoffossilfuels42%Acceleratetheuseofnuclearpower17%8Description:AccordingtothesurveyamongHongKongresidentsinNovember2018,65percentofrespondentsstatedthatacceleratingtheuseofrenewableenergysourceswasthemostneededimprovementsforenergyandresourcesmanagementinHongKong.AsnotedinHongKong'sSmartCityBlueprint,asmartcityshouldbebuiltontheneedsofthepeople,withbenefitsthatcanbeexperiencedbytheresidentsandvisitors.ReadmoreNote(s):HongKong;November2018;4,192respondents;18yearsandolder;thenumberofrespondentsappliesforsixcitiesbuttheywerereceivingroughlyanequalamountofresponsesSource(s):KPMG;YouGovCHAPTER

02FossilfuelVolumeofcoalproductimportsinHongKonginselectedyearsfrom2009to2021(in1,000terajoules)VolumeofcoalproductsimportedinHongKong2009-2021400363.83342.3635030025020015010050325.46287.14264.74172.41144.760200920132014201820192020202110Description:In2021,HongKongimportedaround0.17millionterajoulesequivalentofcoalproducts.VastmajorityofenergyinHongKongwasderivedfromexternalsources.ReadmoreNote(s):HongKong;2009to2021Source(s):CensusandStatisticsDepartmentHongKongValueoffueloilnetimportstoHongKonginselectedyearsfrom2013to2022(inbillionHongKongdollars)NetimportvalueoffueloiltoHongKong2013-20224035.75353025201510527.926.6924.0221.7221.2115.250201320142018201920202021202211Description:In2022,netimportsoffueloilintoHongKongwerevaluedataround26.7billionHongKongdollars.Whilethiswasanincreaseincomparisontothepreviousyear,thisfigurerepresentsadropfromthepeakofover35billionHongKongdollarsbackin2013.ReadmoreNote(s):HongKong;2013to2022Source(s):CensusandStatisticsDepartmentHongKongGasconsumptioninHongKongfrom2008to2023,byuse(ingigawatthours)GasconsumptioninHongKong2008-2023,byuseDomesticCommercialIndustrial9,0008,000476.94,435.5435.83464.72410.28,305.5301.67

369.72

447.78458.06,281.3506.67,296.3251.39,081.9254.72,163.6459.17,669.1250.56,074.7443.33,796.1473.33,696.9484.17,981.97,0006,0005,0004,0003,0002,0001,0000,211.6,209.7,243.8,267.2,378.0,634.42020,448.62021,440.22022,328.62008,250.82009,242.22010,305.52011,298.02012,240.52013,277.72014,288.02016,255.22017,296.12018,150.220154,172.52019,068.8202312Description:ThisstatisticrepresentsgasconsumptioninHongKongfrom2008to2023,byuse.In2023,domesticgasconsumptionamountedtoaround4.07terawatthoursinHongKong.ReadmoreNote(s):2008to2023Source(s):CensusandStatisticsDepartmentHongKongSalesofgasoil,dieseloilandnaphthainHongKongin2021,bytypeofusers(inkiloliters)Salesofgasoil,dieseloilandnaphthainHongKong2021,bybuyertype3,000,0002,466,0922,500,0002,000,0001,500,0001,000,000500,00001,315,589390,070289,7394,958Domestic,commercialandindustrialusers**ShipstoresElectricityandgascompanies*Non-localsalesGovernmentandotherlocalusers13Description:In2021,around2.5millionkilolitersofgasoil,dieseloilandnaphthainHongKongweresoldtodomesticcommercialandindustrialusers.ThevastmajorityofenergyinHongKongwasderivedfromexternalsources.

ReadmoreNote(s):HongKong;2021;*Theconsumptionofnaphthadirectlyimportedbypublicutilitycompaniesisincluded.**Thesalesfiguresofgasoilincludetheresalefigurestovisitingfishingvesselsandcoastalvesselsthroughlocaldealers.ReadmoreSource(s):CensusandStatisticsDepartmentHongKongSalesofliquefiedpetroleumgas(LPG)inHongKongin2021,bytypeofusers(inkiloliters)Salesofliquefiedpetroleumgas(LPG)inHongKong2021,bybuyertype350,000290,543300,000250,000200,000150,000100,00050,000026,035239Domestic,commercialandindustrialusersElectricityandgascompaniesGovernmentandotherlocalusers14Description:In2021,around289,000kilolitersofliquefiedpetroleumgas(LPG)inHongKongwassoldtodomesticcommercialandindustrialusers.ThevastmajorityofenergyinHongKongwasderivedfromexternalsources.

ReadmoreNote(s):HongKong;2021Source(s):CensusandStatisticsDepartmentHongKongCHAPTER

03ElectricityShareoflocalelectricityconsumptioninHongKonginselectedyearsfrom2013to2022,bysectorShareofelectricityconsumptioninHongKong2013-2022,byusertypeIndustrialDomesticCommercial120%100%80%60%40%20%0%66.6%27.5%63.9%29.4%64.4%28.8%64.8%28.2%66.6%26.1%66.7%26.4%66.7%26.6%7.3%20137.1%20147%6.7%20196.7%20206.8%20216.9%2022201816Description:In2022,thecommercialsectorconsumedapproximately65percentofelectricityconsumptioninHongKong.VastmajorityofenergyinHongKongwasderivedfromexternalsources.ReadmoreNote(s):HongKong;2013to2022Source(s):CensusandStatisticsDepartmentHongKongElectricitygenerationinHongKongfrom2010to2022(interawatthours)ElectricitygenerationinHongKong2010-20224539.839.0239.0638.7540353025201510538.2938.1537.9236.9236.836.9736.4636.0935.090201020112012201320142015201620172018201920202021202217Description:In2022,HongKongproducednearly36terawatthoursofelectricity.HongKong'selectricityproductionamountedtonearly40terawatthoursin2014,whichwasthepeakproductionduringtheperiodofconsideration.ReadmoreNote(s):HongKong;2010to2022Source(s):CensusandStatisticsDepartmentHongKongElectricityconsumptioninHongKongfrom2009to2022,byuse(ingigawatthours)ElectricityconsumptioninHongKong2009-2022,byuseDomesticCommercialIndustrialExporttomainlandChinaStreetlighting50,00045,00040,00035,00030,00025,00020,00015,00010,0005,00002009201020112012201320142015201620172018201920202021202218Description:CommercialuseaccountedforthebiggestshareofelectricityconsumptioninHongKong,consumingover28terawatthoursintotalin2020.ReadmoreNote(s):China,HongKong;2009to2022Source(s):CensusandStatisticsDepartmentHongKongMaximuminstalledcapacityforelectricitygenerationinHongKongfrom2009to2022(inGW)MaximuminstalledcapacityforelectricitygenerationinHongKong2009-20221413.2413.2713.1312.6212.6212.6212.6312.6312.6312.6312.6512.4912.2812.231210864202009201020112012201320142015201620172018201920202021202219Description:In2022,themaximuminstalledcapacityforelectricitygenerationinHongKongamountedto13gigawatt.VastmajorityofenergyinHongKongwasderivedfromexternalsources.ReadmoreNote(s):HongKong;2009to2022Source(s):CensusandStatisticsDepartmentHongKongImportvolumeofelectricityinHongKongfrommainlandChinainselectedyearsfrom2009to2022(in1,000terajoules)VolumeofelectricityimportedfrommainlandChinainHongKong2009-20225045.7245.3645.244.5744.454540353025201510539.4737.0435.8902009201320142018201920202021202220Description:In2022,HongKongimportedaround44.45,200terajoulesequivalentofelectricity.ThevastmajorityofenergyinHongKongwasderivedfromexternalsources.

ReadmoreNote(s):HongKong;2009to2022Source(s):CensusandStatisticsDepartmentHongKongCHAPTER

04EnergyimportsShareofkeyimportedenergycommoditiesinHongKonginselectedyearsfrom2009to2022,basedonamountinterajoulesImportedenergycommoditiesshareinHongKong2009-2022OilproductsCoalproductsElectricity120%100%80%60%40%20%0%3.1%2.9%3.1%3.3%3.4%4.5%4.7%5.16%14.3%21%20.2%17.9%19.04%25.6%27.9%30.7%81.2%202076.4%201977.4%202175.83%202275.6%201871.3%200969.2%201366.2%201422Description:In2022,oilproductsaccountedforapproximately76percentofmajorimportedenergycommoditiesinHongKong.ThevastmajorityofenergyinHongKongwasderivedfromexternalsources.

ReadmoreNote(s):HongKong;2009to2022Source(s):CensusandStatisticsDepartmentHongKongValueofalloilandcoalproductsnetimportstoHongKonginselectedyearsfrom2009to2022(inbillionHongKongdollars)NetimportvalueofalloilandcoalproductstoHongKong2009-2022140125.58120100806040200112.91111.72101.68101.580.2776.2859.152009201320142018201920202021202223Description:In2022,HongKongnetimportedaround102billionHongKongdollarsworthofalloilandcoalproducts.VastmajorityofenergyinHongKongwasderivedfromexternalsources.ReadmoreNote(s):HongKong;2009to2022Source(s):CensusandStatisticsDepartmentHongKongVolumeofoilproductimportstoHongKongfrom2013to2023,bytype(in1,000liters)VolumeofoilproductimportstoHongKong2013-2023,bytypeAviationgasolineandkerosene30,000,000UnleadedpetrolGasoil,dieseloilandnaphtha*Fueloil25,000,00020,000,00015,000,00010,000,0005,000,00002013201420152016201720182019202020212022202324Description:In2023,HongKongimportedover3.8billionlitersofgasoil,dieseloil,andnaphtha.Bycomparison,justunder540millionlitersofunleadedgasolinewasimportedthatsameyear.

ReadmoreNote(s):HongKong;2013to2023;*Includesbiodiesel.ReadmoreSource(s):CensusandStatisticsDepartmentHongKongVolumeofliquefiedpetroleumgas(LPG)importstoHongKongin2022,byregionoforigin(inmetrictons)ImportvolumeofLPGinHongKong2022,byregionoforiginVolumeinmetrictons150,000050,000100,000200,000250,000300,000286,095350,000MainlandChinaSouthKorea

286Taiwan

13Others

2525Description:In2022,thetotalvolumeofliquefiedpetroleumgas(LPG)importedfrommainlandChinatoHongKongamountedtoaround286,100metrictons.ThevastmajorityofenergyinHongKongwasderivedfromexternalsourcesthatyear.

ReadmoreNote(s):HongKong;2022Source(s):CensusandStatisticsDepartme