2022 central economic conference accurately defined the new stage of development of China's economic development path, the right to seek improvement in stability high quality development put forward seven targeted policy Suggestions, carbon amount to peak carbon neutral become one of the five big problems of attention, and in double carbon goal setting and vision aspects put forward the reasonable balance point. It is fair to say that pursuing the "dual carbon" goal is an inherent requirement for high-quality development. We should not only make clean and efficient use of coal, but also increase the absorption capacity of new energy and promote the optimal combination of coal and new energy.
Lin Boqiang, director of the China Institute for Energy Policy Studies at Xiamen University, said it is particularly important to match new energy, which is "clean but unstable", with coal, which is "stable but unclean".
Need special pointed out that the central economic work conference that traditional energy gradually withdraw from to build on the foundation of safe and reliable new energy alternative, that is to say, with emphasis on the new energy, direction and the core of the new power system will be the focus of the infrastructure investment, this is for scenery reservoir comprehensive enter new era have laid a solid policy tone.
From the proposal of the "dual carbon" vision in 2020, to the basic establishment of the carbon neutral "1+N" policy system in 2021, to the setting of the dual carbon target at the 2022 Central Economic Work Conference, China's "dual carbon" work has become clearer and more accurate.
In the rapid development of the dual control policy on energy consumption in 2021, the correction problems caused by the sharp rise in raw material prices and the power and production restrictions are worth further thinking and improvement, and also make us more sobering to realize that The "dual carbon" work cannot be achieved at the same time. The correct route is to "realize the transformation from" dual control "of energy consumption (total energy consumption and intensity) to" dual control "of carbon emission (total carbon emission and intensity) as soon as possible. According to liu Shijin, deputy Director of The Committee of Economy of the CPPCC National Committee, at the" Guosen Securities 2022 Capital Market Annual Meeting ", Carbon neutrality is not only a major adjustment of industrial structure, but also a major technological innovation and investment opportunity, as well as a supporting institutional reform and innovation.
The central Economic Work Conference proposed that "new renewable energy and raw material energy consumption should not be included in the total energy consumption control", which is a friendly and effective response. We should accelerate the formation of an incentive and constraint mechanism for reducing pollution and carbon emissions, and prevent simple layer upon layer decomposition. The "dual control" shift lies in scientific assessment and accurate accounting, reflecting a more scientific mechanism design. While encouraging the development of renewable energy, it can encourage the government to seek a balance between coal control and renewable energy development, so as to avoid affecting people's livelihood and the economy.
Under the "dual control" mode of energy consumption, the policies of some local governments only keep energy consumption under control. Under the "dual control" mode of carbon emissions, due to different policy points and assessment indicators, the effect will be significantly improved. Green electricity will become the demand and its consumption situation will be greatly improved.
Peng Peng, a member of the GF60 expert Committee, pointed out that the new dual-control policy makes it clear that in the future, the assessment of total carbon emissions and carbon emission intensity per unit of GDP will no longer be solely based on total energy consumption. If local governments are able to convert all of the incremental energy into zero-carbon energy, a perfect scenario of "economic growth + energy consumption + target achievement" will be realized.
"Difference" period, construct a new energy as the main body of the new type of electric power system is gaining momentum, the electric power market reform have crucial break hard during this period, the unified market framework needs to be mature practice, coal and electricity, green electricity, pumped storage price mechanism needs to be perfect, electricity price reform to further reducing power commodity attribute, many measures and is expected to drive under "hair distribution with" all change. The so-called "new power system", according to tang Guangfu, an academician of the Chinese Academy of Engineering, refers to the power system to achieve clean power supply, flexible power system, digital power system, electric power electronic power system.
Energy storage, as a necessary link in global energy transformation, is being played by three values of power value, capacity value and energy value in energy transformation and new energy consumption, and will become one of the three closely related cornerstones in completing power system transformation besides smart grid and UHV.
From the perspective of the life cycle of industrial technological innovation, due to the accelerated penetration and strong pull of new energy vehicles, wind power and photovoltaic industries, the electric new energy sector will be in a continuous high prosperity in the next five years. Although energy storage is still in the start-up stage of the life cycle of the industry, the growth rate is the highest. Energy storage, photovoltaic and wind power are expected to grow by 80%, 20% and 7% respectively in the next five years (Research by Essence Securities). Energy storage has huge development space in the future, and the release of enterprise capacity is obviously accelerated. The layout of energy storage enterprises represented by "Ningwang" has been in full operation. In 2020, ningde era's energy storage business income is only 1.943 billion yuan, but by the first half of 2021, it will exceed 4.693 billion yuan.
