The policy is more favorable to the future clean energy is more "scenery"

Source: Economic Daily - China Economic Network

"The hydropower industry is in the ascendant, the wind power industry has a bright future, and the clean energy industry is booming." The clean energy industry has become an important economic growth point on a global scale, and the green and low-carbon transformation and development path of the global economy led by clean energy has attracted more attention. With the formulation of the "3060" goal, Clean Energy in China has received widespread attention.

The 2020 financial report released by the power listing platform under some central enterprises shows that the contribution of clean energy revenue and profits to enterprises is increasing, and some even exceed the contribution of traditional coal power, and enterprises with a faster pace of developing clean energy have tasted the sweetness.

Recently, the "Development Strategy Outline" released by Jidian Co., Ltd. shows that the proportion of clean energy will exceed 90% by 2025. By 2030, a number of state-level clean energy bases will be built in western Jilin Province. By 2035, an open and shared smart energy ecosystem will be formed, and it will be built into a world-class clean energy enterprise.

Huang Xiang, head of research at Credit Suisse China Securities, pointed out that in the future, clean energy will become the main winner. Rich wind energy resources and a beautiful blueprint for development have attracted many domestic wind power giants to "move by the wind", and clean energy companies are growing rapidly.

According to the data, as of the end of 2020, the total installed capacity of power is 176 million kilowatts, and the installed capacity of clean energy is 98.88 million kilowatts, accounting for 56.09%; the installed capacity of new energy has reached 60.49 million kilowatts, ranking first in the world.

A few days ago, Guan Qihong, director of the capital market of the State Power Investment Group, said at the "Innovative Development, Win-win Future" Strategic Partner Forum and Strategic Press Conference held by Jidian Co., Ltd. that the State Power Investment Group, as the leading enterprise in the field of clean energy, focused on promoting the greening of energy consumption, low-carbon supply and system intelligence, formulated and implemented the "2035 first-class strategy" for the new era, and basically built a world-class clean energy enterprise with global competitiveness by 2035.

"Carbon peak by 2023 and carbon neutrality by 2050." Cai Yanfu, chairman of the board of directors and secretary of the party committee of Jidian Co., Ltd., also said at the forum that the goal of carbon peaking and carbon neutrality has brought historic opportunities for the development of clean energy in China. As a listed company of central enterprises, Jidian Will adhere to green and low-carbon development, improve energy supply capacity and efficiency, accelerate zero carbon emissions in terminal energy use, explore the application of advanced carbon sequestration technology, and improve carbon sequestration capacity.

The main business of Jidian Co., Ltd. involves thermal power, heat supply, new energy and comprehensive smart energy, biomass energy, hydrogen energy, energy storage, power station services and other fields. In recent years, it is transforming into a listed company based on clean energy, and the current new energy power structure accounts for more than half, and has become an important supplier of clean energy in the domestic market.

In fact, in recent years, China's renewable energy has developed rapidly, especially photovoltaic and wind power. The installed capacity of wind power and photovoltaics accounts for more than 30% of the world's total, and has become the world's largest renewable energy market.

Cao Renxian, chairman of Sungrow Power Co., Ltd., said at the forum that with the rapid decline in the cost of wind and solar storage and transformation, the proportion of non-fossil energy (renewable + nuclear energy) in China is expected to reach 30% in 2035, renewable energy, especially wind and solar will exceed expectations, greening and digitalization will become the main theme of future energy development, and the coordinated development of wind, solar and hydrogen storage will become a trend.

Liu Rixin, vice president of Xinjiang Goldwind Technology Co., Ltd., believes that from the perspective of energy development trends, wind power in the future will gradually realize the transformation from supplementary energy to alternative energy as a cheap and clean renewable energy.

In the "14th Five-Year Plan" and the outline of long-term goals for 2035, "hydrogen energy and energy storage" is clearly included in the field of cutting-edge science and technology and industrial change, and the state will organize the implementation of future industry incubation and acceleration plans, and plan the layout of a number of future industries.

In this regard, Cai Yanfu said that the field of energy storage and hydrogen energy is a new industry and a new format, and it is also an important development direction of Jidian in the future. The company will rely on the first-mover advantages of the State Power Investment in hydrogen energy, energy storage, nuclear energy, etc., innovate and develop hydrogen energy industry clusters, promote new formats and new industries such as green transportation and small reactor heating based on energy storage and replacement, and build a wider range of clean energy ecology.

It is worth mentioning that carbon neutrality and carbon peaking are not only a matter in the energy field, it is related to all aspects of the industrial chain, which will promote the adjustment of China's energy structure, lead the transformation and innovation of new technologies, and guide the transformation and upgrading of traditional industries. For most enterprises, in addition to their own emission reductions, how to mobilize ecological partners to reduce emissions is also a key to achieving the "3060" goal.

Deng Ge, president of Guosen Securities, said at the forum that in the future, Guosen Securities will continue to cooperate with Jidian in the capital market in the fields of clean energy, hydrogen energy, energy storage and other fields, continue to help the construction and development of Jidian in emerging energy industries through the capital market, and help The "secondary transformation" of Jidian from an energy producer to an integrated energy service provider through capital market services, and also make due contributions to the country's energy reform.

The development of clean energy is an important task to improve the energy structure, ensure energy security, and promote the construction of ecological civilization. During the "14th Five-Year Plan" period, the state will continue to support the vigorous development of clean energy, and in the future, clean energy will usher in unlimited scenery. (Economic Daily - China Economic Network reporter Yang Xiufeng)