"Science and Technology Innovation Board Daily" news, this week, important events in the carbon neutral field include: two departments issued the "14th Five-Year" new energy storage development implementation plan, 2025 new energy storage into a large-scale development stage; Shanghai: by 2025 to meet the charging needs of more than 1.25 million electric vehicles, the city's vehicle-to-pile ratio is not higher than 2:1; Volkswagen intends to acquire Huawei's autonomous driving project team, at the end of March or release further information.
Sci-Tech Innovation Board Daily continues to pay attention to carbon neutrality and the company dynamics behind the relevant, technology research and development, investment and financing, etc., if you have carbon neutral and related cases, you can contact us through the following email: [email protected].
【Hot Spotlight】
Shanghai promotes the construction of charging and replacing facilities: at least one investment opportunity for two vehicles in 2025
The big fund invested 1.5 billion yuan into the silicon wafer leader Phase I and Phase II sat on the list of top ten shareholders
New car-making forces join forces to expand Ideal and Weilai jointly invested in a battery company
"Tesla Killer" Li Haoyan: Sword refers to 10% of the global market share emphasizes the safety of the battery supply chain
Mercedes-Benz's net profit surge of 485% in 2021 electrified as the only strategic direction
The new energy storage blockbuster plan is expected to be introduced The 100 billion yuan blue ocean is about to open
【International Overview】
South Korea and Indonesia signed a memorandum of understanding on cooperation in key minerals and other fields
South Korea's Minister of Industry, Trade and Resources, Moon Seung-woo, co-chaired the "Korea-Indonesia Economic Cooperation Council" meeting with Indonesian Minister of Trade Rutfi on the 22nd, and the two sides signed five memorandums of understanding on cooperation, including the construction of a supply chain of key mineral resources and an electric vehicle ecosystem. In terms of electric vehicles, the two sides signed the Memorandum of Understanding on Cooperation on Electric Vehicles and the Memorandum of Understanding on Cooperation on Electric Vehicle Charging Infrastructure, agreeing to strengthen cooperation in building an electric vehicle ecosystem.
Russia will not abandon international cooperation in the areas of carbon emissions and climate change
Russian President Vladimir Putin said in a meeting with representatives of his own business community that Russia is still part of the global economy and that Russia will not cause damage to the global economic system. Shoshin, head of the Russian Union of Industrialists and Entrepreneurs, said Russia would not abandon international agreements in key areas of cooperation, including carbon emissions and climate change.
【Domestic News】
Political Bureau of the CPC Central Committee: It is necessary to increase the implementation of macro policies and promote green and low-carbon development
The Politburo of the CPC Central Committee held a meeting on February 25. The meeting pointed out that in this year's work, it is necessary to persist in taking the lead in a steady manner and seeking progress in a steady manner. It is necessary to intensify the implementation of macroeconomic policies and stabilize the overall economic market. Continue to improve the ecological environment and promote green and low-carbon development. Prevent and resolve financial risks, and keep the bottom line of no systemic risks. Effectively guarantee and improve people's livelihood, strengthen and innovate social governance. Strengthen the government's own construction, vigorously guard against formalism and bureaucracy, and strive to complete the annual economic and social development goals and tasks.
The Department of Industry of the National Development and Reform Commission organized a seminar on the development of the new energy automobile industry
The Department of Industrial Development of the National Development and Reform Commission recently organized a seminar on the development of the new energy automobile industry, which was attended by the China Association of Automobile Manufacturers, the China Automotive Technology and Research Center, and the Advanced Manufacturing Investment Fund. At the meeting, relevant experts analyzed and discussed the operation and development situation of the new energy automobile industry in 2021, and put forward policy suggestions on promoting the sustained and healthy development of the new energy automobile industry.
The two departments issued the "14th Five-Year Plan" New Energy Storage Development Implementation Plan In 2025, the new energy storage will enter the stage of large-scale development
The National Development and Reform Commission and the Energy Administration issued a notice on the Implementation Plan for the Development of New Energy Storage in the 14th Five-Year Plan. The document proposes that by 2025, the new energy storage will enter the stage of large-scale development from the early stage of commercialization, with large-scale commercial application conditions, the technological innovation ability of new energy storage technology will be significantly improved, the level of independent control of core technology and equipment will be greatly improved, the standard system will be basically perfect, the industrial system will become increasingly complete, the market environment and business model will be basically mature; by 2030, the new energy storage will be fully market-oriented.
Shanghai: Meet the charging needs of more than 1.25 million electric vehicles by 2025 The city's vehicle-to-pile ratio is not higher than 2:1
The General Office of the Shanghai Municipal People's Government issued the "Implementation Opinions on Further Promoting the Construction of Charging and Replacing Infrastructure in the City", which proposes that by 2025, the charging needs of more than 1.25 million electric vehicles will be met, and the city's vehicle-to-pile ratio will not be higher than 2:1. Establish a new type of charging and replacing infrastructure system characterized by high-level information interconnection, perfect intelligent technology standard system, sound construction operation management mechanism, unified and orderly benefiting people's livelihood, and realize the "five transformations" of industry development.
Ministry of Housing and Urban-Rural Development: Build a green and low-carbon community and vigorously develop green buildings
Zhang Xiaohong, vice minister of housing and urban-rural development, said that the city should be promoted to build green and low-carbon. There are three main aspects: First, optimize the urban structure and layout, promote group-style development, strengthen the construction of ecological corridors, strictly control the construction of new super high-rise buildings, and strengthen the management of demolition of existing buildings. The second is to build a green and low-carbon community, strengthen the construction of a complete community, and build a 15-minute living circle. The third is to vigorously develop green buildings, accelerate the energy-saving renovation of existing buildings, promote the application of renewable energy in buildings according to local conditions, optimize the energy-using structure of urban construction, and promote green and low-carbon construction。
The Ministry of Ecology and Environment supports Beijing to undertake the construction of a national voluntary emission reduction trading center The national CCER trading center is expected to land in Beijing in the near future
The national CCER trading center is expected to land in Beijing in the near future. It is reported that based on the rich experience accumulated by Beijing in the carbon market work, the Ministry of Ecology and Environment will support Beijing to undertake the construction of a national voluntary emission reduction trading center in the form of joint construction between the ministry and the city to serve the national carbon peak carbon neutrality vision. Industry insiders estimate that according to the 5% offset ratio and 4.5 billion tons of emissions, the annual CCER demand of emission control enterprises in the national market exceeds 200 million tons.
Shandong's new energy storage construction has accelerated and broken through, covering lithium batteries, compressed air, flow batteries and other new energy storage peak shaving projects
The Shandong Provincial Energy Bureau issued the "Notice on Carrying out the Collection of energy storage demonstration project libraries in 2022", and the scope of collection of energy storage demonstration projects in 2022 will be expanded, extended and expanded on the basis of 2021, covering lithium batteries, compressed air, flow batteries, coal power heat storage, hydrogen production and storage and other new energy storage peak shaving projects, a total of 6 categories. Among them, lithium battery energy storage peak regulation project, with lithium battery as the main energy storage component, the project access voltage level is 110 kV and above, the power is not less than 50,000 kilowatts, the continuous charging time is not less than 2 hours, and the AC side efficiency is not less than 85%. Shandong strives to reach about 5 million kilowatts of energy storage facilities in the province by 2025.
【Industry Trends】
Volkswagen intends to acquire Huawei's autonomous driving project team at the end of March or release further information
The Financial Associated Press reporter learned from people familiar with the matter that Volkswagen is discussing with Huawei Automotive BU about acquiring the project team of the latter's autonomous driving department, and plans to release further information at the end of March.
and Trina Solar signed a strategic cooperation agreement to promote the construction of a new power system with new energy as the mainstay
Xu Shubiao, deputy general manager of, and Cao Bo, executive vice president of Trina Solar and president of photovoltaic products business group, signed a strategic cooperation agreement on behalf of both parties. According to the agreement, based on the principles of equal respect, complementary advantages and common development, the two sides will actively implement the development concept of "innovation, coordination, green, openness and sharing", give full play to their respective advantages, carry out business cooperation in new energy projects, county and major customer development, joint innovation in technology, power purchase and sale and power services, international and financial fields, promote the construction of new power systems with new energy as the main body, and accelerate the realization of China's "3060" carbon peak carbon neutrality goal.
China Unicom: More than 880 existing data centers to fully undertake the national "East Number West Calculation" project
China Unicom has clarified its new strategy and comprehensively undertaken the national "counting the east and counting the west" project. At present, China Unicom has more than 880 data centers, with a total scale of more than 300,000 and more than one million servers, and the data centers are mainly distributed in Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, Luyu, Sichuan-Shaanxi-Chongqing, Menggui and other regions.
The Silicon Industry Branch Issues Polysilicon Investment Overheating Warning There is an estimated 760,000 tons/year excess capacity
Ma Haitian, deputy secretary-general of the Silicon Industry Branch of the China Nonferrous Metals Industry Association, said at the online seminar on the development review of the photovoltaic industry in 2021 and the outlook of the situation in 2022 that he was wary of overheating of polysilicon investment. Experts predict that by 2025 and 2030, the global installed photovoltaic capacity demand will reach 400GW and 1000GW, converted into multi-product silicon demand will reach 1.3 million tons and 3 million tons, that is, from 520,000 tons / year production capacity at the end of 2021 to 2 million tons / year, there must be 1.5 million tons / year capacity increase to achieve new construction or expansion, the industry has incremental prospects, but the 760,000 tons / year of over-investment planning will become excess capacity.
Tencent has committed to achieving full carbon neutrality by 2030
Tencent released the Tencent Carbon Neutrality Goals and Action Path Report for the first time, promising to achieve full carbon neutrality of its operations and supply chain and achieve 100% green electricity no later than 2030. In 2021, Tencent's greenhouse gas emissions totaled 5.111 million tons. Among them, the direct emissions from greenhouse gas emission sources owned or controlled by the company and the indirect emissions from purchased electricity or other energy sources were 19,000 tons and 2,349,000 tons, respectively; other indirect emissions from upstream and downstream of the supply chain were 2.743 million tons.
LG New Energy and Samsung SDI will launch new cylindrical batteries within the year to increase energy density by 10%.
LG New Energy and Samsung SDI are expected to launch the next generation of cylindrical batteries (21700) within this year, and it is reported that the energy density of new products will increase from the current 4.8-5.0Ah to 5.3-5.6Ah, an increase of about 10%.
Toshiba and Denso are striving to halve power losses from power semiconductors by 2030
Toshiba and Denso are developing power semiconductor energy-saving technologies that are responsible for power supply and control, and aim to put into use a new generation of semiconductors that will halve the power losses generated during voltage conversions by 2030. According to reports, the new generation of semiconductors has a wide range of uses, including applications for renewable energy-related equipment and electric vehicles, etc., which can achieve a better decarbonization effect.
Rivian says production is already increasing and aims to account for 10% of the eviction market share by 2030
According to reports, R.J. R.J., CEO of U.S. electric vehicle maker Rivian, reportedly Scaringe said Thursday that the company's assembly plant in Normal, Illinois, has made progress in increasing electric vehicle production, and is currently building a battery pilot production line and plans to co-invest in the production of batteries with a supplier, with the goal of capturing 10 percent of the electric vehicle market by 2030. He also said automakers must work to ensure the safety of key battery feedstocks such as lithium and nickel.
Indian electric vehicle company Ola Electric plans to build a battery plant with a capacity of 50 GWh
SoftBank Group-backed Ola Electric plans to build a 50GWh battery manufacturing plant in India, Ola needs 40GWh of battery production to meet its annual target of producing 10 million electric scooters, and the remaining capacity will be used for future production of electric vehicles, the sources said. Founded in 2017, Ola Electric is the electric vehicle division of Indian ride-hailing company Ola.
【Technology, Investment and Financing】
The number of experiments on the development of electrode materials by UTokyo with AI has dropped to one in a thousand
The research team of Associate Professor Keisuke Nagato of the University of Tokyo in Japan and others has developed a technology that combines artificial intelligence (AI) analysis and robotics to efficiently make electrodes for fuel cells and batteries. Using AI to screen about 30,000 experimental conditions, only 40 experiments were conducted to produce materials with fewer cracks. The use of AI and data to improve the efficiency of product manufacturing processes is called "process informatics." Keisuke Nagato is conducting joint research with major Japanese material manufacturers to promote social use.
Miscanthus biomass can provide renewable energy to generate electricity
Biologists at the School of Life Systems of the Baltic Federal University in Russia have found that the biomass of miscanthus can provide renewable energy to generate electricity and reduce emissions of harmful substances to the environment. In addition, the plant is not difficult to grow, and can be harvested for 30 years at a time, with a yield of up to 30 kg per hectare. The paper was published in the scientific journal Energies.
Batteries smaller than a grain of salt came out
Scientists at the Chemnitz University of Technology in Germany and the Changchun Institute of Applied Chemistry in China wrote in the journal Advanced Energy Materials that they have developed the world's smallest battery to date, which can power a computer the size of a grain of dust, and is expected to play a role in the Internet of Things, micro-medical implants, micro-robot systems and ultra-flexible electronics in the future.
"Lingchong New Energy" received a PreA round of financing of 50 million yuan
New energy technology service provider "Lingchong New Energy" recently announced the completion of a 50 million yuan PreA round of financing, jointly led by Zhengxuan Investment and Lushi Investment, and followed by ZTE Crowd Investment and Xi'an Investment Holdings. The financing will be used for the company's next-generation product development, team building and supplementary working capital.