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Focus on the continuation of the previous program, which requires that the “double carbon” action be implemented in a down-to-earth manner. Since the “opinions on completely, accurately and comprehensively implementing the new development concept and doing a good job in carbon peak and carbon neutralization” and the “action plan for carbon peak before 2030”, the main purpose of this meeting continues the basic objectives of the above plan, and requires to fully understand the urgency and arduousness of realizing the “double carbon” goal and solidly implement the decision-making and deployment of the CPC Central Committee.
It is emphasized that attention should be paid to handling the “four relationships” and adhering to the “six key points”. Continue the main objectives of the carbon summit action plan, and emphasize that the four relationships between development and emission reduction, overall and local, long-term and short-term goals, government and market should be handled well. Adhere to the principles of national overall planning, saving first, two wheel drive, internal and external unimpeded and risk prevention, give better play to China’s institutional advantages, resource conditions, technological potential and market vitality, and accelerate the formation of an industrial structure, mode of production, lifestyle and spatial pattern that saves resources and protects the environment. Make important instructions on overall planning and coordination, energy revolution, industrial upgrading, green and Low-carbon Science and technology revolution, green and low-carbon policy system and global climate governance.
It is proposed to strengthen the construction of new energy supply and consumption system, and speed up the development of scale and effective hydrogen energy for the first time. Compared with the action plan for carbon peak before 2030 and previous policies, this meeting continued its basic objectives and requirements, and put forward further requirements in the construction of new energy supply and consumption system and the development of hydrogen and silicon energy. 1) We will intensify efforts to build a new energy supply and consumption system. The meeting stressed the need to strengthen the planning and construction of a new energy supply and consumption system based on large-scale wind and solar power bases, supported by clean, efficient, advanced and energy-saving coal power around them, and supported by stable, safe and reliable UHV power transmission and transformation lines. 2) Actively and orderly develop new and clean energy. We will give more prominence to promoting the development of new and clean energy, and actively and orderly develop light energy, silicon energy, hydrogen energy and renewable energy. 3) Accelerate the development of large-scale and effective hydrogen energy. The meeting stressed the need to accelerate the development of new energy sources such as wind energy, Cecep Solar Energy Co.Ltd(000591) , biomass energy, geothermal energy, marine energy and hydrogen energy with economies of scale, coordinate hydropower development and ecological protection, and actively develop nuclear power in a safe and orderly manner.
Under the dual carbon goal decision-making and deployment, clean energy and renewable resources have significant carbon reduction value. It is mainly recommended to subdivide areas such as hydrogen energy, renewable resources, waste incineration, water affairs, sanitation electrification and photovoltaic treatment.
Hydrogen energy: frequent policies accelerate the development of hydrogen energy industry, and pay attention to the upstream hydrogen production and the release of equipment demand in key links. Suggestions: hydrogen production [ Jiangxi Jovo Energy Co.Ltd(605090) ] and [ Suzhou Jinhong Gas Co.Ltd(688106) ]; Filling equipment [ Moon Environment Technology Co.Ltd(000811) ], [ Houpu Clean Energy Co.Ltd(300471) ]; Hydrogen fuel cell and vehicle [ Beijing Sinohytec Co.Ltd(688339) ], [ Pan Asian Microvent Tech (Jiangsu) Corporation(688386) ], [ Changzhou Tenglong Auto Parts Co.Ltd(603158) ], [ Shanxi Meijin Energy Co.Ltd(000723) ], [ Yutong Bus Co.Ltd(600066) ].
Renewable resources: market-oriented and most economical carbon reduction, power battery recycling [ Miracle Automation Engineering Co.Ltd(002009) ]; Recycled plastics [ Shandong Intco Recycling Resources Co.Ltd(688087) ], [ Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) ]; Hazardous waste recycling [ Beijing Geoenviron Engineering & Technology Inc(603588) ].
Waste incineration: business model C-end transformation & carbon value increment cash flow improvement [Everbright environment], [ Dynagreen Environmental Protection Group Co.Ltd(601330) ], [ Grandblue Environment Co.Ltd(600323) ]; It is recommended to pay attention to [ Zhejiang Weiming Environment Protection Co.Ltd(603568) ] and [ Chongqing Sanfeng Environment Group Corp.Ltd(601827) ].
Sanitation Electrification: sanitation new energy has helped carbon peak 50 times in the past decade [ Yutong Heavy Industries Co.Ltd(600817) ].
Photovoltaic treatment: the leader of pollution treatment equipment in photovoltaic process accelerates its growth [ Suzhou Shijing Environmental Technology Co.Ltd(301030) ].
Methane utilization: the elasticity of landfill gas resource reduction is the largest [ Henan Bccy Environmental Energy Co.Ltd(300614) ].
Water: upgrading of direct drinking water consumption [China water]; Revaluation of water services [ Jiangxi Hongcheng Environment Co.Ltd(600461) ].
Risk tip: the policy promotion is lower than expected, the financial expenditure is lower than expected, and the industry competition is intensified.
