economy
Coal mining and washing industry prices rise 51.3% y-o-y in January
According to the National Bureau of Statistics on February 16, in January 2022, the CPI rose by 0.4% month-on-month and 0.9% year-on-year. The price of industrial consumer goods rose 2.5% year-on-year, with gasoline and diesel prices rising 20.7% and 22.7% respectively, both down from the previous month.
January PPI decreased by 0.2% month-on-month. The policy of ensuring supply and stabilizing prices has been vigorously promoted, the prices of coal and steel have continued to fall, and the prices of coal mining and washing industries have dropped by 3.5%. Affected by the recovery of international crude oil prices, the prices of domestic oil-related industries have picked up, and the prices of oil and gas extraction industries have turned from 6.9% in the previous month to 2.6%; the prices of electricity and heat production and supply industries have risen by 2.5%. PPI rose 9.1% year-on-year, of which coal mining and washing industry rose 51.3%; oil and gas extraction industry rose 38.2%; petroleum coal and other fuel processing industry rose 30.1%; electricity heat production and supply industry rose 7.7%.
electricity
Zhejiang implements a differential electricity price for the use of virtual currency "mining", and the price of kWh electricity is increased by 0.50 yuan
Recently, the Zhejiang Provincial Development and Reform Commission issued the "Notice on matters related to the implementation of differential electricity price policies for virtual currency "mining" electricity use, proposing to implement a differential electricity price for virtual currency "mining" electricity, and the mark-up standard is 0.50 yuan per kilowatt hour. The circular requires that the dynamic screening of the "mining" electricity consumption of virtual currency be strengthened, and the list of electricity users who should be subject to differential electricity prices and the start and end dates of implementation be regularly published and updated, and the power grid enterprises shall be notified。 For the same electricity user, if there is a virtual currency "mining" electricity mixed with other electricity consumption, all of its electricity consumption implements the differential electricity price policy。
coal
A coal mine project in The Yuheng Mining Area of Shaanxi Province was approved with a total investment of more than 4.8 billion yuan
According to the news of the National Energy Administration on February 15, in order to promote the construction of a large-scale coal base in northern Shaanxi and ensure the stable supply of energy, it agreed to implement coal capacity replacement and build the Huang Artemisia Coal Mine Project in the southern area of The Yuheng Mining Area in Shaanxi Province. The construction scale of the Artemisia Huangjie Coal Mine project is 3 million tons / year, and the coal preparation plant of the same scale is supporting the construction. The total investment of the project is 4.821 billion yuan (excluding the cost of mining rights), of which the capital is 1.465 billion yuan, accounting for 30.4% of the total investment.
New energy
Ministry of Industry and Information Technology: China's photovoltaic products exports will exceed 28.4 billion US dollars in 2021
According to the news of the Ministry of Industry and Information Technology on February 15, the overall supply chain of the national photovoltaic industry chain will remain safe and stable in 2021, and the annual output of polysilicon, silicon wafers, cells and modules will reach 505,000 tons, 227 GW, 198 GW and 182 GW respectively, an increase of 27.5%, 40.6%, 46.9% and 46.1% respectively. As the global response to climate change accelerates, the demand for the photovoltaic market continues to increase, and China's exports of photovoltaic products will exceed US$28.4 billion in 2021.
Heilongjiang: More than 30 million kilowatts of renewable energy such as wind and solar energy were added in the 14th Five-Year Plan
Recently, Heilongjiang issued the "Implementation Plan for Establishing and Improving a Green and Low-Carbon Circular Development Economic System", proposing to give priority to the development of non-fossil energy, and by 2025, the installed capacity of non-fossil energy in the province will account for more than 50% of the total installed capacity. It is planned to build five 10-million-kilowatt-level bases, including Harbin and Suihua comprehensive energy bases, Qiqihar and Daqing comprehensive renewable energy application demonstration bases, and eastern coal cities, Jiamusi and Mudanjiang high-proportion renewable energy delivery bases。 The "14th Five-Year Plan" will add more than 30 million kilowatts of new and renewable energy such as wind power, photovoltaic power generation and biomass power generation。 The plan proposes to strictly control the scale of coal-fired power units, and by 2025, the proportion of coal-fired power installed capacity in the province will drop to less than 50%. Convert 800,000 kilowatts of coal-fired power units to peak shaving or emergency standby。 The new cogeneration units shall not exceed 3 million kilowatts, and in principle will not be added after 2025。
resource
The three departments reminded some iron ore trading enterprises: do not maliciously speculate, hoard, and raise prices
According to the news of the State Administration of Market Supervision on February 15, in response to the recent abnormal fluctuations in iron ore prices, the Price Supervision and Competition Bureau of the State Administration for Market Regulation, the Price Department of the National Development and Reform Commission, and the Futures Department of the Securities Regulatory Commission jointly held a meeting to learn more about the changes in the port inventory of iron ore trading enterprises and their participation in spot trading in iron ore futures, reminding and warning relevant enterprises not to fabricate and publish false price information, not to maliciously speculate, hoard and inflate prices, and to call on relevant state-owned enterprises to take the initiative to assume social responsibility and help the government to ensure stable prices.
The Himalayas discovered super-large lithium ore with resources of more than one million tons
China Science Daily reported that the Qinghai-Tibet Plateau Scientific Expedition Research Team of the Institute of Geology and Geophysics of the Chinese Academy of Sciences found a super-large lithium mine in the Qiongjiagang area of the Himalayas. The lithium mine is expected to become the third largest lithium mine in mainland China after Bailongshan and Chuanxi Methyl Card in southern Xinjiang, and is the first case of pegmatite lithium ore with industrial value in the Himalayas. Qin Kezhang, head of the scientific research team, said that according to conservative estimates, the lithium oxide resources in the ore body can reach 1.0125 million tons, with good mining conditions.
Rare earths broke through 1.1 million yuan per ton to set a 10-year high
Caixin reported that data from Shanghai Nonferrous Metals Network showed that on February 15, the main variety of light rare earths- praseodymium oxide, was reported at 1.1 million yuan / ton, up 0.9% from the previous day and up 134.8% year-on-year, continuing to hit a new high since 2012. At the same time, the rare earth price index released by the China Rare Earth Industry Association has also risen rapidly. On February 15, the index reported 426.8 points, a record high, up 12.6% from the first day of the Spring Festival (February 7), up nearly double the same period last year. Yang Wenhua, a rare earth analyst at Shanghai Nonferrous Metals Network, said that the recent acceleration of rare earth prices is mainly due to the high price of rare earths before the holiday, and downstream enterprises hold a wait-and-see attitude. At the same time, enterprises also waited to see the number of the first batch of rare earth mining quotas this year, and did not hoard goods in advance. After the holiday, the downstream demand is strong, and the processing enterprises have concentrated procurement, so the price of rare earths has risen rapidly in the short term.
enterprise
Guangdong Hydropower plans to jointly invest more than 16.8 billion yuan to increase the hydrogen power industry chain
Guangdong Hydropower announced on February 15 that the company and the Inner Mongolia Autonomous Region Wuhai Municipal People's Government and Jiangsu Xingbang Energy Technology Co., Ltd. recently signed the "Strategic Cooperation Framework Agreement", intending to build Wuhai City into an important national hydrogen energy innovation research and development, equipment manufacturing, demonstration and application industry base. The announcement said that the hydrogen power development plan will complete the landing of the overall industrial chain in three years, with an estimated total investment of 16.8 billion to 18.8 billion yuan. The project is expected to form 10,000 hydrogen fuel cell modules, hydrogen fuel cell heavy trucks and bus sanitation vehicles and other applications, and form a hydrogen production and hydrogen refueling supply service capacity to meet the needs of 10,000 hydrogen fuel cell vehicles.
New energy vehicles
Beijing: In 2025, urban service vehicles will be basically electrified, with 26,000 new charging piles
Recently, Beijing issued the "Implementation Plan on Promoting the High-quality Development of Beijing's Urban Sub-Center", proposing to improve the supporting infrastructure of new energy vehicles and promote the electrification of motor vehicles, and by 2025, urban service vehicles such as buses, taxis, time-sharing rental vehicles, and sanitation transport vehicles will be basically electrified, and engineering vehicles will be gradually promoted to achieve electrification, and the application of hydrogen fuel cell vehicles will be piloted. The plan clearly states that it is necessary to build static transportation with a balance between supply and demand, add 26,000 charging piles, and improve the coverage of urban charging piles.
In January, the loading volume of power batteries in mainland China was 16.2GWh, up 86.9% year-on-year.
China Automotive Power Battery Industry Innovation Alliance released data on February 16, 2022, the mainland power battery loading volume totaled 16.2GWh, up 86.9% year-on-year, down 38.3% month-on-month. The loading volume of ternary batteries and lithium iron phosphate batteries was 7.3GWh and 8.9GWh, respectively, up 35.2% and 172.7% year-on-year, and down 34.0% and 41.0% respectively.
international
In 2022, Gazprom oil drilling will return to pre-pandemic levels
OE website reported on February 15 that a senior manager of Gazprom, a company of Gazprom, recently said that with the help of new technologies, this year's oil drilling volume is expected to return to pre-epidemic levels. Gazprom has said it plans to increase drilling activity by about half this year. The company expects its oil and gas condensate production to grow by 7% in 2022.