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300,000 tons! The price of quartz stone has doubled the sky. The article clarifies the relationship between its price increase and new energy

author:Mr. Ingenuity

Recently the price of quartz stone has doubled, it was originally very low, last year it was only more than 10,000 points a ton, but at the beginning of this year it almost doubled to more than 30,000 yuan, and now it has risen by nearly 30% to 40,000 yuan, which is still rough, if after a wave of refining the price can be sold to 300,000 tons!

The rally frightened even the state media, and special reports were made. And not only our domestic rise, but also the United States, Norway and even India's quartz stone has risen.

This thing was originally a very ordinary stone, ordinary to the past was used to pave the way, it is only 500 yuan a ton. But because of a series of processing, the price has become unusual.

Quartz stone after pickling and then high temperature and pressure simulated volcanic eruption, after 1700 degrees for 10 hours to become high-purity quartz stone, and then after the selection of the highest purity of quartz crystals, the price can reach more than 100,000 tons, if the highest purity can reach 300,000 tons.

Simply put, it is an ordinary stone that can be seen casually on the side of the road after 9981 difficulties, and its value has doubled, directly rising by almost 600 times!

Knowing the principle of supply and demand, you will understand that the more expensive a thing is, the higher the profit, and naturally there will be a large number of people to mine wildly.

According to statistics, the global production capacity of high-purity quartz sand with a purity of more than 3N increased from 1,052,200 tons/year in 2012 to 1,731,400 tons/year in 2019, of which the production capacity of high-purity quartz sand in the United States increased from 557,700 tons/year to 952,300 tons/year, and the production capacity of our high-purity quartz sand increased from 100,000 tons/year to 270,000 tons/year.

But even then, supply still outstrips demand, and the reason for the surge is precisely because of the rapid development of the photovoltaic and semiconductor industries.

300,000 tons! The price of quartz stone has doubled the sky. The article clarifies the relationship between its price increase and new energy

If you have experienced six years of primary school undergraduate plus three junior high school graduate students, you will know that quartz stone is actually silica, after multi-channel processing, it will become a photovoltaic silicon panel, and finally it can generate electricity for new energy.

By the end of 2021, the total global silicon wafer production capacity is about 415.1GW, an increase of 67.8% year-on-year, the mainland silicon wafer production capacity is about 407.2GW, accounting for 98.1% of the world, this year's photovoltaic continues to develop rapidly, the future demand for high-purity quartz is greater.

Many small partners have asked, why do we continue to add skill points on new energy now? In fact, specifically, it is a key skill that we can break the dilemma of the East Asian monster house and achieve a reversal, so we are sparing no effort to add skill points to this aspect.

I have mentioned this matter in previous articles, and I will re-post it today.

—1—

A dilemma

In East Asia, even if the four small tigers that have developed, and even our first-tier cities that have been relatively developed, no one can escape, long-term study, long overtime, what 966, 711 is a common thing, is a high degree of hard work.

Small partners who have been abroad, or the videos you see from the Internet, you can find a very confusing thing, that is, developed countries such as Europe, America and Australia, life is really relaxed, nothing to come to afternoon tea, four or five o'clock in the afternoon, exaggerated to the time to a point, hands immediately leave the keyboard to go home, the whole society is in a relaxed state.

East Asians are smart and hardworking, and the whole planet has to praise them.

‬外国人‬都闲得‬慌‬,特喜欢not zuo not die。

From kindergarten, East Asians have to participate in cruel competition, not only to take a very deep degree of class, but also to go to a variety of extracurricular classes after class, not only that, all the way to upgrade and fight monsters also have to face a very high elimination rate to enter a good high school, and then thousands of troops and horses across the canoe bridge and then enter a good university.

Europe and the United States put forward quality education early, requiring a large number of extracurricular activities to be included in the examination, the curriculum is simple mathematical physics, and even as long as you finish junior high school in East Asia, when you go to these countries, you basically hang high school students of the same era.

Even the term inner volume comes from a European expedition to our rice yields in East Asia.

The economic growth of lazy people has always exceeded the economic growth of hard-working people, has anyone thought about why? What went wrong?

If you look closely at the related industries in several East Asian countries, you will find that the similarity is very high, everyone competes in the same few tracks, highly involuted, but very few unique tracks. It's like having an invisible hand that presses us to these industrial tracks.

How to break this game?

To break this situation, we must find the source of the problem, as we all know, to decide the track, we must look at the technology industry, so what is the decision of the technology industry?

Globally, the technology industry has two drivers. One is driven by military technology factors, and the other is driven by business and market, because technological development depends on the investment of funds and talents.

First of all, the military industry, the computers, telephone communication technology, and nuclear technology that everyone sees are all developed based on the needs of war, and then transferred to the civilian market, creating a very large industry, why?

Because the only goal of a fight is to win.

Today the other party's muscles are not enough, your big fight lost, tomorrow take a gun over, at this time you will consider whether the gun is expensive? The only thing you have to think about is to hurry up and make it.

After you get the gun out, you see that the other party has replaced the gun with a cannon, the good guy does not eat the immediate loss, you run back and desperately start to build cannons, so the military technology continues to improve.

Therefore, the military industry should consider technology and practicality, and economic attributes are naturally thrown aside. Small partners look at the US imperialism to know that every year to maintain super high military expenditure, accounting for 36% of the global military expenditure, directly hanging any country in the world.

A quarter of the US imperialism's super high military expenditure is used to buy equipment, which means that the US imperialists have used 150 billion US dollars of more than 600 billion US dollars to create a monster-level market, and push military companies to carry out technology research and development with monster-level driving force.

These expensive high-tech technologies, after application, the cost will be reduced with the continuous improvement of technology, so as to achieve mass production, and then enter the civilian market, and can create a large industry, thus forming a closed-loop system of continuous iterative progress.

For example, the mobile phones in our hands, as well as nuclear power, GPS and other related technologies, these examples abound.

Next comes the business, but there are flaws in the development of commercial technology.

As a business, the most important thing is to survive, which means that there must be a market, if no one buys, the investment in funds and related technology research and development is the sunk cost, which can directly drag the company down, many rich second-generation entrepreneurship is like this, such as Wang Moucong, invested two billion to get around and have no effect, because no one uses it is equivalent to directly throwing water, the reason is so simple.

Secondly, commercial technology research and development needs to consider more cost factors, simply put, it is to consider whether ordinary people can afford to buy, even if they can afford to consider whether anyone will be willing to pay money to buy, just like the electric car just started, when the electric car was just developed to spend hundreds of thousands, who will buy? It was only after the price was reduced through various subsidies to the point of acceptance that some people began to buy it.

Therefore, the technology developed by commercial development is definitely not the more advanced the better, but when it is ahead of a certain proportion, it can maximize profits, and it will not be like the military model, with the goal of leading technology.

With the concept of drive technology in mind, the following passage is easy to understand.

东亚地区的技术来源,小伙伴们先看看军工,棒子‬被我们海扁了一顿,岛国人同样被教做人,接着就是被美帝占领,今天他们被种种限制,就是军工上被政治压制的体现。

What about commercially? Also suppressed in the market, like if you let a three-year-old go head-to-head with Tyson, who wins? It's that simple. Because the market volume of the four small tigers themselves is very small, and the European and American markets occupy more than 50% of the world, especially the proportion of high-end products is higher, so they have great dependence on Europe and the United States, and naturally they cannot withstand each other's sanctions, so they can only be punched when they play with each other.

The most important thing is their control over the capital gains of Asian companies, which is simply the harvesting of Asian companies' profits through shares.

比如韩‬国的大神级某星企业,韩国人非常引以为傲。 As long as he wants to, this enterprise can even set up a country, the industrial chain from small to a needle, large to all kinds of high-tech, the industrial chain is all covered, anyway, it is too proud to do it.

But many people don't know that no matter how good he is, he is someone else's leek.

The following figure is the data released by his official website, in the third quarter of 2018, equity institutions, common stock foreign investors accounted for up to 52%, and preferred stocks with preferential rights to stock dividends, foreign investors accounted for up to 81%. 而他是韩‬国市值最高的企业,占到整个股市市值差不多20%的份额。

300,000 tons! The price of quartz stone has doubled the sky. The article clarifies the relationship between its price increase and new energy

What does it mean? 听不懂不要紧,翻译成人话就是,假如这个企业,发展遇到问题,那么整个韩‬国的经济发展都会受到影响。

如果这个企业发展得好,那么市值上涨的股份分红和收益,都会被外国的投资者拿走,错了,应该是明抢,外国资本实质上直接抢走韩‬国人大部分的劳动成果。

There is also Toshiba in Japan and TSMC in Bay Bay.

In general, an invisible hand will press the industries of East Asian countries to several tracks, so that everyone can constantly roll in, want to change tracks? Sorry, first ask the market, then ask the shareholders, if not, sorry, please continue to roll.

So how do you break the game?

We are much better at these aspects, political independence allows our military industry to decide for itself, and the market can rely on its own huge size, what about capital?

Our core manufacturing enterprises, Huawei, ZTE, BOE, CRRC, SAIC, Geely Automobile, OPPO, VIVO, Gree, Midea, CNNC, CGN, Hikvision, DJI, Aerospace Science and Technology, Aerospace Science and Industry, China Military Equipment, CSIC, Tsinghua Unigroup, etc., do not have the situation that foreign capital occupies the majority of the equity.

The Internet, let's not mention it for the time being, find a time to talk about it in detail, anyway, now an app has been removed.

And now, at this very moment, we have finally found a place to break the game.

—2—

The way to break the game

As we all know, we are now engaged in the Belt and Road Initiative, once formed, will form a closed-loop economic cycle, that is, by absorbing the basic raw materials around East Asia, processing them into products in East Asia, and then selling products to Europe, at that time, we will form an economic mix with Europe.

Once formed, the bureau of the Southeast Asian monster house will naturally be solved.

Because we have and Europe are you have me, I have you.

At that time, even if it is only a real hand, it will not be able to hold it.

For example, our new energy vehicles have become high-end products, once equipped with Huawei's unmanned driving technology, it will be more like a tiger, at this time, the best sales place, is Europe.

Just said, Europe accounts for a very high share of high-end products, to put it simply, hundreds of thousands of driverless clean energy vehicles, the best place to sell is europe, you take it to Africa, Latin America not many people can afford to buy, even if they buy it, not many people are willing to buy.

But to enter the European market, the key is to meet a standard, that is, the green standard, in short, to meet their carbon dioxide carbon emission standards.

This standard does not only refer to the product, but also includes the entire production process of the product, if the carbon emissions in the production process do not meet the standard, sorry, even if your product is more environmentally friendly, it cannot be sold there.

Even if you get the right to sell, no one will buy it, because the concept has been deeply imprinted in their cultural habits, and what they pursue is green products, so if your mid-to-high-end products are to be sold to Europe, they must meet its requirements, including the production process.

For example, European agricultural products are very expensive, but many agricultural products of the US empire cannot enter Europe even if the price is low, because it requires that the whole production process is organic fertilizer, and it is grown according to nature.

However, the agricultural products of the US imperialists are basically produced by chemical fertilizers and a large number of mechanization, so that the agricultural products reach such a large scale and low price, so fundamentally speaking, it cannot meet the European standards, and it is impossible to enter the high-priced European market.

Even if it can enter the European market through special means, the ordinary people in Europe will not pay, because they have a deep-rooted cultural awareness of this aspect, and everyone pursues pure natural green products.

Therefore, the agricultural products of the US empire cannot enter Europe.

If we want to sell high-end products to Europe, we must make the products meet this green standard from the production process to the product performance.

So how did we get started with this layout?

We turn our attention to another area, which is new energy.

Now a new round of energy revolution is coming, who wins this round, will be a new energy power, and in order to win this revolution, we have already begun to lay out fifteen years ago.

The situation is like this, in 2006, we put forward an energy conservation and emission reduction plan from the beginning of the Eleventh Five-Year Plan, saying that people began to force ourselves to industrial upgrading, to eliminate those backward industries with high energy consumption and high pollution.

At that time, most of our industries were still mainly consuming fossil energy, and when the plan was first proposed, some traditional industries were very uncomfortable, why? Most of our oil is mainly imported because we are oil-poor countries.

And the US empire relies on the petrodollar system to harvest the world's leeks.

If you think about it, as long as the US imperialists print money in the world will inflation, the price of crude oil will rise, for example, in 2008, there was a wave, oil soared from $30 to more than $130, then fell sharply, and now soared, in short, oil is in his hands.

Oil is the blood of industry, if all developing countries want to develop, they must rely on oil as an energy drive, only to let the US imperialists slaughter.

And oil is related to the country's energy security, 2020 statistics, the proportion of our oil imports has reached the 70% warning line, which means that as long as our oil can not be imported one day, then it will be immediately cut off, the whole society must be chaotic.

Therefore, whether from the perspective of development or strategy, we must find a way to get rid of our dependence on oil in order to jump out of the us imperialists' set of harvesting leeks.

Not only to get rid of, but also to find a way to establish an independent and controllable new energy system, but how to build?

Immediately we issued a law on energy conservation, and then made a plan on renewable energy, vigorously supporting new energy industries based on solar energy, wind energy, and hydropower, and once these industries mature, it is when the new energy order is completed.

Fifteen years later, with the strong support of the state, the cost of such new energy has dropped by 90%, and the price of ordinary energy is almost the same, and just last year, there was an exciting turning point, that is, we declared the world carbon neutral in 2060, the meaning behind this news is that we have turned passive into active, turn disadvantage into advantage, so Chen Nuo carbon neutrality is the landmark turning point of our rise.

Small partners do not think that carbon neutrality alone is the concept of environmental protection, in fact, it is an opportunity for our rise, comparable to the first industrial revolution, to say that this is a new round of industrial revolution, is a turning point that can determine the rise and fall of various civilizations, but also a track to crack the East Asian monster house.

So what is carbon neutrality? Why is it so important?

Carbon neutrality, in short, is that carbon dioxide emissions are equal to absorption, but what does this have to do with energy?

From an economic strategy point of view, carbon neutrality is to restrain the PETROD of US imperialism, what does it mean?

After the US imperialists linked oil and the US dollar, they began to control the global economic lifeline, as mentioned earlier, any country needs oil, and after the US imperialists linked the US dollar and oil, it is equivalent to controlling oil.

In this way, he can print unlimited money, and then spread inflation to other countries through oil, at this time, the US imperialists can say that they are in an invincible state of economic fitness, anyway, they can print as much as they want, and there are a lot of countries to help bear it.

But the European side began to be depressed, discussing a way to do it, following the rules of dollar oil, that day such a faceless Us imperialism went crazy, everyone would be taken into the ditch by him, and all of them would be sucked by him.

Everyone is thinking about setting a new rule to fight, but the new rule is not so easy to set, first of all, there are three conditions, one is to stand on the moral commanding heights, the second is to be able to restrain the petrodollar, and the third is not to let the US imperialists see the flaws and know that everyone is engaged in him.

After a lot of brainstorming, a carbon emission system with the ability to protect the earth's environment was born. At that time, some experts and scholars said, you see since the earth's industrial revolution, the emission of a large amount of carbon dioxide caused the earth's temperature to rise.

It should be emphasized here that whether the rise in the Earth's temperature is related to carbon dioxide emissions is highly controversial, and this article only discusses economic and strategic issues.

Then these scientists advocated that in order to keep the Earth's temperature from rising, humans would have to reduce carbon emissions relatively.

Then the European Union began to fool the US imperialism, you see our developed countries more and more carbon dioxide emissions, those developing countries in order to develop will certainly be more and more emissions, no matter what it looks like, they have to suffer losses, so are we capitalists united, using the concept of carbon emissions to do some small actions?

The US empire was immediately recruited, he did not see any problems for a while and a half, but he did not know that this carbon emission was directed at his petrodollar, so he helped Europe to study how to use carbon emissions to cut leeks.

So under the joint research of Europe and the United States, a new concept was born, which is called carbon emission rights.

Then, in 1997, Europe and the United States organized 84 countries to sign a "Kyoto Protocol", which clearly turned carbon dioxide emission rights into a tradable commodity.

Speaking of people, 84 countries form a red envelope group, who puts more carbon dioxide, who sends red envelopes, it's as simple as that.

For example, if an East Asian country has 100 carbon emission indicators, the sun does not set in the country also has 100 carbon emission indicators, but the sun does not set the development is very cattle, people are high-end industries, what chips are made, 100 indicators are not used much, up to 30, but East Asian countries are no way, basically are industrial, these factories must use fossil energy such as coal and oil, where are the 100 indicators of carbon dioxide discharged by these energy sources? What to do?

Then go to the market to buy ah, look for the sun that never sets, he is not left with 70, look for it to buy.

I believe that at this time, the small partners must have seen that carbon emission trading is an environmental protection problem on the surface, but the essence is to turn the country's right to development into a commodity that can be traded, so countries that want to develop can only have two choices.

The first is to buy carbon emission indicators with developed countries, which means to pay protection fees.

The second is the use of clean energy, such as solar wind and hydropower, which produces no or less carbon dioxide.

But if you are smart, you must think, if everyone uses clean energy, where is the oil thing?

Oil sales must have plummeted, just said, the United States is relying on petrodollars to be so fearless to cut leeks, no one uses oil how to cut leeks?

So, with the passage of time, the US empire suddenly woke up, where is your carbon emission right to suppress developing countries?

This trick is to draw a salary from me, fierce!

In 2001, George W. Bush did not hesitate to overturn the table, of course, at that time the new energy industry was not developed, many countries in total, the use of new energy is too expensive, so has been dragging on without signing, so the participating countries have not even formed a joint force, let alone restrict the petrodollar.

So this agreement was finally hasty and did not make much trouble.

But Europe really don't want to give up, because they have made a desperate investment in the carbon emission system, especially in the environment, that is all military-level investment, you look at Bibisi, is to go to various countries to shoot environmental documentaries, and many international environmental organizations have taken their money, you say that this is not easy to make such a cattle environmental protection agreement out, can you say give up on it?

So in 2009, everyone held a meeting in Copenhagen again, and the theme of the meeting was, everyone, although the Kyoto Protocol was signed, it seemed that the effect was not reflected, and this time we gave all the details down so that everyone could go back to implementing it.

But on this meeting, let many countries quarrel, for example, at that time, Europe and the United States in the absence of other countries to participate in the case, directly to the countries assigned carbon emission indicators, they brain-tapped out, the world's carbon emissions can not exceed 800 billion tons, and then 27 developed countries directly took 44% of the carbon emissions, to know that these countries only had a total of 1.1 billion people at that time, let the remaining 5.4 billion people to grab 56% of the carbon emissions.

From 1900 to 2005, the carbon emissions of developed countries were 7.54 times that of developing countries, well, your industrial upgrading is finished, and now you are here again, taking away almost half of the carbon emissions, this is not a naked bully honest person?

At that time, it was very abnormal, and many well-known, including many environmentalists, said that because this was a concept that Europe and the United States came up with, they should be rewarded with more indicators.

Some people say that people have a small population base, and they must give a little more carbon emission rights, is this a bit similar to the previous game? People less than the odds of the best drop rate will be higher, what logic?

At the end of the day, these people just want East Asia to continue to be in hell mode.

Academician Ding also said that this thing is a trap, once the indicators set by Europe and the United States are recognized, we will have to spend one trillion yuan every year to buy carbon dioxide emission rights from 2020 onwards.

Look, Guoshi is really breaking the Western countries' right to speak on carbon emissions, it is they who distribute carbon emission rights on the basis of per capita historical emissions, and win more carbon emission rights for us, without the efforts of these people, once those people in Europe and the United States stand on the moral high ground, the ghost knows how disgusting we will be.

By public knowledge? Wait to be fooled and lame.

Back to the Copenhagen conference, although everyone is arguing, but the issue of global temperature rise, or attracted everyone's attention, scientists also said that if the temperature continues to rise, the ice sheet in many places will melt, permafrost will be exposed, sea level will rise, many coastal areas will be unlucky.

Now with the major breakthrough of the new energy industry, the comprehensive cost has declined, so everyone has reached a consensus, that is, in the future, we will reduce carbon emissions together, so as to stabilize the temperature rise.

By 2016, nearly 200 countries had signed the Paris Agreement on Climate Change, with the ultimate goal of making the planet carbon neutral.

At this time, the emissions of various countries should be reduced, but as soon as the emissions of various countries are reduced, the US imperialists jump out again, and he knows that in the end, it is he who is hurt the most, he has been relying on the petrodollar system to harvest the world's leeks, is this not to kill him?

So in order not to let his position be shaken, the US empire has scolded and grinned and withdrawn from the red envelope group, but it is certainly too good for us, why?

We already have our own new energy industry chain, and the cost has dropped by 90%, such as the wind power of Jin Mou Technology, the photovoltaic Long MouJi shares, and the Wudongde hydropower station that has just been put into operation, etc., the advantages and initiative of new energy have been in our hands.

Then there is the concept of energy security just mentioned, from the perspective of economic strategy, the purpose of carbon emissions is to restrict the hegemony of petrodollars, and we joined the Paris Agreement to change our current energy structure.

Just said, 70% of our crude oil is imported, and natural gas is 40%, small partners think about it, the chip is not, can be the top of a top, a big deal not to play games, but without energy, all industries will have to directly stop cooking, if you do not get rid of the energy card neck, then you will always have to look at people's eyes.

Therefore, it is imperative to take the route of new energy, fortunately, we have a huge competitive advantage in the new energy system.

Take the 2015 McKinsey report, our photovoltaic and wind energy is simply hanging Europe and the United States, especially in the field of photovoltaics, in 2020, the world's top 20 photovoltaic companies, 15 are China, and in this field, we have reached from technology to equipment all localization, I also issued an article before, that is, detailed about new energy, interested can go to see

To say that in the photovoltaic industry, no one can not only get stuck in our necks, but also look at our faces in the future.

Now the cost of photovoltaic power generation is lower than that of thermal power, and at the same time, we have solved a big problem, that is, the curtailment rate, what does it mean? You think, there are some places here where the sun is hot all day, and some places are stormy, and the electricity emitted from these places will naturally be more and more.

Now, we have desperately made UHV, which means that these energy sources can be directly transported from areas with large production to areas with large electricity consumption, which is not only short in time, low in loss, but also particularly reliable, which is unmatched by traditional fossil energy.

Next is the new energy vehicle end, according to estimates, by 2025, the number of new energy will exceed 25 million, when the total electricity will be about 500 million kWh, that is, 500 million kWh, the stored electricity will be very huge.

Here also have to mention an energy storage technology, there are a lot of proven energy storage technology is also being developed, the most noteworthy recent is pumped energy storage technology, although according to the loss rate, energy loss reached nearly 60%, but for the regulation of excess electricity is still a lot of help.

At this time, we can see a large new energy closed-loop system, there are new energy power plants suitable for large amounts of power generation, there are our high-voltage transmission networks, new energy trams with reserve energy consumption, and various new energy storage technologies.

This new energy system can not only force the upgrading of low-end industries, but also advance to more advanced high-tech industries, such as Huawei's Internet of Everything, as well as solar drones everywhere, these applications will definitely promote the 5G progress of the Internet of Everything.

It is because of these conditions that we will announce the goal of 3060 in the world.

Then, the US imperialists began to panic, once it was the European group of people who played by themselves, not much of a game, but now we play together, once the Eurasian continent forms an economic community, once these industries are integrated, then the dollar oil system will gradually decline.

And the East Asian Monster House, with our curves to overtake, lead a new path, when the time comes, all the new tracks will appear, will hell mode continue? The answer is in everyone's heart.

Having said all this, we have finally come to restore the commodity attributes of electricity, so what is the relationship between new energy and the attributes of electric power commodities? With all this knowledge above, we can start explaining this matter.

—3—

Interpretation of new energy

First of all, many small partners see the word to restore the attributes of electricity commodities immediately react is that the price of electricity should rise, of course, the civilian I have analyzed in detail in the previous article, interested in small partners can go to see, now to analyze the general trend, the general environment, read it, you will benefit.

The same first figure, let you see the results of our electricity prices compared with other countries.

300,000 tons! The price of quartz stone has doubled the sky. The article clarifies the relationship between its price increase and new energy

The price of transmission and distribution can basically be said to be relatively fixed, according to the calculation, it is about 0.188 yuan, which is very cheap in the world.

300,000 tons! The price of quartz stone has doubled the sky. The article clarifies the relationship between its price increase and new energy

Small partners will find a very strange thing, why are the electricity prices in many developed countries so high? Especially In European countries such as Germany, Denmark, the United Kingdom and so on.

In our case, the electricity price is composed of the feed-in price, the transmission and distribution price, plus other costs, of which the on-grid price plus the transmission and distribution price accounts for 79% of the electricity price, and the electricity bill in developed countries is composed?

Let's first look at Germany, in 2019, the residential electricity price was 30.22 euro cents / kWh (about 2.31 yuan / kWh), including renewable energy surcharges (6.41 euro cents / kWh, about 0.5 yuan / kWh), accounting for 21% of the residential electricity price.

300,000 tons! The price of quartz stone has doubled the sky. The article clarifies the relationship between its price increase and new energy

To put it bluntly, as a country representing high electricity prices, it is on the one hand the natural attribute of capital seeking profits, and on the other hand, it is also related to the transformation of its power generation structure.

In 2017, its proportion of new energy reached a staggering 38.5%, and by 2020, it has reached 50%.

300,000 tons! The price of quartz stone has doubled the sky. The article clarifies the relationship between its price increase and new energy

As mentioned earlier, new energy requires a lot of technical cost input, but in order to ensure its own profit margins, capital has collected ultra-high renewable energy surcharges, which has led to high electricity prices.

Let's take a look at the old Empire of the Rising Sun, and let's look at its electricity price composition.

300,000 tons! The price of quartz stone has doubled the sky. The article clarifies the relationship between its price increase and new energy

Also in 2018, the UK's civil electricity prices rose by 46% to 0.202 euros per kWh, at the same level as the EU average of €0.21 per kWh. In the electricity price composition of the above figure, environmental protection and climate change subsidies account for 17.45%, and this part of the income is also used to subsidize new energy.

Small partners already know above that the commercial version of technology must rely on the investment of funds and talents, and these old capitalist countries have set carbon neutral indicators in order to drive the development of new energy technologies, and have forced their own industrial upgrading with goal orientation.

Upgrading must have money, where does the money come from?

Is it right or wrong to take some of the money out of the pockets of the people to advance technology? Based on the attitude of seeking truth from facts, this article does not comment, nor can it criticize others for doing so, after all, its original intention is to provide a technical and economic sample for the development of new energy sources.

This is the reason for the high electricity prices in developed countries.

So where do we get the money to promote technological progress in new energy?

If you are a decision maker, how do you decide?

New energy is a new thing, there has never been a model for us to learn and learn from, and it is the winning point of the new generation of energy revolution.

Do we want to copy the model of the developed countries? After all, they set this precedent in the world?

I believe that everyone has seen that we did not copy their model, but did so, and the country finally smashed a way out by constantly losing blood, and it is still the most first-class industry.

Why?

Look at our on-grid electricity price is about 0.4, developed countries to about 0.8, Western countries are capital markets, will not lose money, what does it mean?

It means that before we photovoltaics sent a kilowatt-hour of electricity, we would lose almost half of the money, which was a huge amount of blood transfusion, plus state-owned enterprise maintenance, consumption, and maintenance are also losing money.

The sales part is even more bloody, because developed countries also charge environmental protection climate subsidies, about 20% of the electricity price, which means that the cost of photovoltaic power generation is evenly shared among everyone, and what about us?

Due to the unbalanced development of the east and the west, coupled with the difference in some settlement methods between various places, it is directly decided to be paid by the state and subsidized to each degree of photovoltaic power generation.

Therefore, the on-grid electricity price is half of others, and the price is less than half of the electricity bill of others, plus the actual subsidies of the state, reaching the current level of photovoltaic power generation.

It can be said that in order to support photovoltaics, the state is outputting blood losses in the amount of days every year, and finally smashed a new path with real money and silver.

Well, back to the business model, as mentioned above, under the business model, the technology is definitely not the more advanced the better, but when it is ahead of a certain proportion, it can maximize profits.

Nowadays, our technical capabilities have reached a certain level, the cost of new energy power generation has dropped by 90%, and we have begun to gradually have some profitability, which direction should we go next?

At this time, we should push new energy to the market, let the market to drive its technology continue to move forward, so is it not immediately to push these companies to the world?

Before we understand this, we must first know one thing, how we generally bring our business to the world-class market.

Just like in 2000, when we joined the WTO and became part of the world's factories, this requires excellent enterprises that can compete with multinational companies.

First of all, we will let our enterprises fight in the domestic market first, wait until after market inspection, eliminate most of the poor enterprises, the few large-scale excellent enterprises left, we will put these enterprises in the Shenzhen and Hong Kong area, let them initially compete with foreign capital, wait until they gain valuable practical experience, and have a certain strength, and finally push these enterprises to the world, let them fight with the world-class multinational companies.

If we don't do this, no matter how many enterprises are pushed to the world, in the end, they will basically only have the share of slaughtering others, which is the concrete embodiment of our theory of linking theory with practice in enterprise management.

Well, before we basically rely on the state to throw money, the major new energy companies have not gone through the actual fight in the market, many enterprises market experience is not enough, once rushed into the international market, will inevitably take a lot of risks.

At this time, we should push new energy to the domestic carbon trading market, let our new energy companies first compete in their own markets, and wait until it has a first-class level, and then push them to the world-class market.

Just now in March of this year, our report pointed out that it is necessary to do a good job in carbon peaking and carbon neutrality, and domestic carbon trading is a key part of it.

Domestic carbon trading is to specifically allocate a country's carbon emissions to each enterprise, which is similar to the above, except that the above is a state-to-state transaction, and now it is a business-to-business transaction between countries.

Similarly, we pull all the domestic enterprises into a red envelope group, if that enterprise wants to emit more carbon dioxide, it must send red envelopes to enterprises that emit less or even no carbon dioxide, so as to obtain the right to emit more carbon dioxide.

Through such market means, to promote the self-upgrading and transformation of enterprises, it is foreseeable that in the end, many enterprises will eliminate the internal parts with high energy consumption and high pollution in order to reduce carbon emissions.

To put it simply, it is to use the platform of carbon trading to force our enterprises to transform and upgrade, so as to transform into the production of high-end products.

And the restoration of the commodity attributes of electricity is to lay a good foundation for this carbon trading platform, why?

In fact, this is mainly for power plants and large enterprises, many small partners do not know, now we have opened the electricity trading market, many large enterprises can directly and power plants to buy electricity, power grid companies only collect network fees, so our industrial electricity prices in the world is not very high.

For power plants, the use of coal to generate electricity itself will emit a lot of carbon dioxide, which means that a lot of carbon emission rights are needed, and if the power plant wants to generate more carbon emissions, then it is necessary to buy more carbon emissions, which will lead to an increase in the cost of electricity, if it is still the prescribed feed-in price, how to reflect carbon trading?

Well, you want to be able to generate electricity, you can, but your electricity price will increase, and once your on-grid electricity price is so high that the enterprise cannot make a profit, will there still be a company to buy coal power with you? Then if the power plant wants to survive, it will naturally find the best profit point for coal power production.

For example, in the first quarter of this year, due to the increase in market electricity consumption, all power plants generated power, and the power generation was 60% higher than that of the same period in previous years.

And what about businesses? If you continue to buy electricity from fossil energy, does it mean that your carbon emissions will rise? In order to put limited carbon emissions into the production of larger profits, enterprises will naturally buy electricity generated by new energy and buy less coal power with large carbon emissions.

Of course, this is for large industrial enterprises, for our ordinary melon eating masses have no impact, so to govern a big country such as cooking small fresh, our entire country is really rushing forward step by step, and now we are ready in all aspects, waiting for the day when the carbon trading platform will open.

—4—

conclusion

From the first industrial revolution to the current third industrial revolution, it has gone through hundreds of years, and there has never been a region in the world, and the country can compete with the Western side, and can only catch up with it.

With the advent of this new energy revolution, countries in all regions of the world are waiting for the arrival of this technological blowout, because this energy revolution, whether developed or developing countries have opportunities.

For various reasons, we have not been able to catch up with the first three industrial revolutions, but in the decades since the reform and opening up, we have been doing our best to catch up, and the students who are preparing for the middle school entrance examination are making up for the homework that has been pulled down before the new round of examinations.

Although as early as a few years ago, our rapid growth attracted the attention of the US imperialists, and then implemented various trade wars, financial wars, and scientific and technological wars for us, the purpose is very clear, that is, to make us simple, industrious, sleepy and forgetful of eating overtime, racking our brains to exert our wisdom, and people who have made a lot of efforts for a better life are dead pressed in a narrow track to prevent us from having a good life.

But is it useful?

We have announced to the world that we are about to reach the goal of 3060, carbon peak, carbon neutrality will be achieved.

And now, we have also prepared for the carbon trading platform, the restoration of the commodity attributes of electricity is only one of the links, it is foreseeable that there are more documents on photovoltaic wind power, energy storage power.

And the purpose behind all this action is that we want to seize the commanding heights in the new track and break the spell of the East Asian monster room!

I have said more today, and I hope that you can read it slowly.

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Above all, mutual encouragement!

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