China Powder Network News UHV, energy storage, wind energy, photovoltaic and other new energy sectors collectively rose during the session on the 30th. As of press time, in the UHV sector, Baobian Electric's daily limit, Pinggao Electric rose more than 8 percent , and Xuji Electric Up nearly 7 percent ; in the energy storage sector, Xiangtan Electrochemical rose by the daily limit, and Defang Nano rose by nearly 9 percent ; in the wind energy sector, North International and Jixin Technology rose by the daily limit; in the photovoltaic sector, Lushan New Materials rose by the daily limit, and Otway rose by nearly 8 percent .
The National Energy Administration issued the "Guiding Opinions on Energy Work in 2022" on the 29th. The "Opinions" proposed to steadily promote structural transformation, increase the proportion of non-fossil energy in total energy consumption to about 17.3 percent , and wind power and photovoltaic power generation. The proportion of the amount reached about 12.2 percent . Vigorously develop wind power photovoltaic. Intensify efforts to plan and construct a new energy supply and consumption system based on large-scale wind and solar bases, supported by clean, efficient, advanced and energy-saving coal-fired power around it, and with stable, safe and reliable UHV transmission and transformation lines as the carrier. Optimize the layout of offshore wind power, carry out demonstrations of far-reaching offshore wind power construction, and steadily promote the construction of offshore wind power bases. Actively promote the construction of water and wind complementary bases. Continue to implement the development and construction of rooftop distributed photovoltaics in the whole county, and strengthen the supervision of implementation.
Specifically, the "Opinions" proposed to actively promote the planning and construction of transmission channels. Combined with the planning and development of large-scale wind power photovoltaic bases focusing on deserts, Gobi, deserts and other regions and the development situation of power supply and demand, actively promote the preliminary work of cross-provincial and cross-regional power transmission channels that have been clearly planned. Speed up the construction of ultra-high voltage channels such as Nanyang-Jingmen-Changsha, Zhumadian-Wuhan, Jingmen-Wuhan, Baihetan-Jiangsu, Baihetan-Zhejiang. Promote the construction of power grids and power supply projects supporting key transmission channels, and focus on improving the utilization efficiency of transmission channels and the proportion of renewable energy.
Vigorously develop wind power photovoltaic. Intensify efforts to plan and construct a new energy supply and consumption system based on large-scale wind and solar bases, supported by clean, efficient, advanced and energy-saving coal-fired power around it, and with stable, safe and reliable UHV transmission and transformation lines as the carrier. Optimize the layout of offshore wind power, carry out demonstrations of far-reaching offshore wind power construction, and steadily promote the construction of offshore wind power bases. Actively promote the construction of water and wind complementary bases. Continue to implement the development and construction of rooftop distributed photovoltaics in the whole county, and strengthen the supervision of implementation. Organize and carry out the "Thousands of Towns and Tens of Villages Action to Harness the Wind" and "Thousands of Households to Shine the Light" according to local conditions. Make full use of the land and roof resources of oil and gas mining areas, industrial and mining areas, and industrial parks to develop distributed wind power and photovoltaics. Improve the guarantee mechanism for renewable energy power consumption, publish the weight of each province's consumption responsibility in 2022, and improve the green power certificate system for renewable energy power generation.
Framkvæmdum stórra vatnsafls- og kjarnorkuframkvæmda verði haldið áfram með skipulegum hætti. Stuðla að forvinnu við uppbyggingu vatnsafls í neðri hluta Yarlung Zangbo árinnar, klára og taka í notkun allar einingar Baihetan og Lianghekou vatnsaflsvirkjana, flýta fyrir byggingu Mengdigou vatnsaflsstöðva við Yalong ána og Yangqu vatnsaflsstöðvar við Gulu. River, og stuðla að samþykki Xulong vatnsaflsstöðvar. Uppsett afl vatnsafls nær 410 milljónum kílóvötta. Lokið og tekin í notkun Fuqing nr. 6, Hongyanhe nr. 6, Fangchenggang nr. 3, og há-hitagas-sýningarverkefni og aðrar kjarnorkueiningar. Á þeirri forsendu að tryggja öryggi, stuðla á virkan og skipulegan hátt að samþykki og byggingu nýrra strandkjarnorkuframkvæmda.
Actively develop new energy industries and new models. Accelerate the construction of "Internet plus " charging facilities and optimize the layout of the charging network. Organize the implementation of the Pilot Program for Central Heating and Comprehensive Utilization of Nuclear Energy, and promote the comprehensive utilization of nuclear energy. Carry out hydrogen production demonstration from renewable energy according to local conditions, and explore the development route and commercial application route of hydrogen energy technology. Carry out geothermal power generation demonstrations, support medium-high temperature geothermal power generation and dry hot rock power generation, and actively explore solar thermal power generation demonstrations as supporting and regulated power sources. Accelerate the demonstration of cellulose and other non-food biofuel ethanol industries. Steadily promote the diversified development and utilization of biomass energy. Vigorously develop comprehensive energy services, promote energy conservation, efficiency improvement, cost reduction and carbon reduction.
In this regard, China Securities Investment Securities pointed out that hydropower and nuclear power are important components of my country's power system. Large-scale hydropower stations have been put into operation in an orderly manner, and hydropower has maintained steady development. After the resumption of nuclear power approval in 2019, the "Opinions" for the first time emphasized the active and orderly promotion of nuclear power project approval and construction, which injected a boost for the sustainable development of my country's nuclear power industry.
Stuðla að uppbyggingu raforkuneta og aflgjafaverkefna sem styðja við helstu flutningsleiðir og leggja áherslu á að bæta nýtingarhagkvæmni flutningsrása og hlutfall endurnýjanlegrar orku. Gert er ráð fyrir að bygging UHV rásarinnar verði samræmd helstu hreinum orkustöðvum og gert er ráð fyrir að framtíðarnotkun vindorku, ljósvirkja og stórra vatnsaflsstöðva verði að fullu tryggð.
Huachuang Securities stated that the "Guiding Opinions on Energy Work in 2022" was officially issued and made a top-level plan for the country's energy work in 2022. The main goal of the country is to consolidate the foundation of energy supply security and accelerate the low-carbon transformation and new power system construction. Suggested attention: 1) Photovoltaic industry chain: LONGi Co., Ltd., Tongwei Co., Ltd., Trina Solar, JA Solar, Foster, Sungrow, Jinlang Technology, etc.; 2) Energy storage battery industry chain: Ningde Times, Yiwei 3) Wind power industry chain: Tianshun Wind Energy, Goldwind Technology, Mingyang Intelligence, Daikin Heavy Industry, Dongfang Cable, Xinqianglian, etc. 4) New power system related targets: Guodian NARI, Xuji Electric, etc.
(Ritstýrt af China Powder Network/Xingyao)
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