The detailed document on carbon peaking in the energy sector was issued, which has taken a big step forward in the construction of an energy power
On February 10, 2022, the national development and Reform Commission and the National Energy Administration jointly issued the opinions on improving the institutional mechanisms and policies and measures for green and low-carbon energy transformation, which is a detailed implementation of the action for green and low-carbon energy transformation, one of the ten actions for carbon peak in the notice of the action plan for carbon peak before 2030 issued by the State Council in October 2021; There are 11 opinions and 38 specific measures in total, which are the detailed documents in the energy field in the “1 + n” series of documents. The opinion points out that during the “14th five year plan” period, the institutional framework for promoting green and low-carbon development of energy will be basically established, and the promotion mechanism of green and low-carbon transformation of energy led by the “double control” of energy consumption and the target system of non fossil energy will be constructed; By 2030, we will basically establish a complete basic system and policy system for green and low-carbon energy development, which will effectively contribute to the construction of an energy power. The specific measures mentioned therein, such as encouraging the integrated application of photovoltaic buildings, accelerating the construction of large-scale wind power generation bases, giving priority to supporting distributed photovoltaic power generation to access the power grid in rural areas, and increasing support for rural power grid construction, are still conducive to the long-term development of BIPV, large new energy bases, rural photovoltaic and other new energy. Specifically, the photovoltaic industry is optimistic about (1) the opportunity of power station development market + power market reform, Zhejiang Chint Electrics Co.Ltd(601877) , Jiangsu Linyang Energy Co.Ltd(601222) , Jinko Power Technology Co.Ltd(601778) and other benefits; (2) Terminal links such as components and inverters with good competition pattern, Longi Green Energy Technology Co.Ltd(601012) , Trina Solar Co.Ltd(688599) , Sungrow Power Supply Co.Ltd(300274) benefit; (3) The industrial chain of auxiliary materials such as thermal field and adhesive film with good medium and long-term supply and demand will benefit from technological innovation (heterojunction, granular silicon, etc.), Tongwei Co.Ltd(600438) , poly GCL energy, Shanghai Aiko Solar Energy Co.Ltd(600732) . The wind power industry is optimistic about (1) core parts enterprises that can go global or realize domestic substitution, Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) , Riyue Heavy Industry Co.Ltd(603218) , Sinoma Science & Technology Co.Ltd(002080) and other benefits; (2) In the next few years, it is expected to realize the offshore wind power industry chain spanning from 1 to 10, Ningbo Orient Wires & Cables Co.Ltd(603606) , Haili wind power, Ming Yang Smart Energy Group Limited(601615) and other benefits; (3) The whole machine enterprises that benefited from the accelerated growth of installed capacity in 2022, Xinjiang Goldwind Science And Technology Co.Ltd(002202) , Zhejiang Windey Co.Ltd(300772) and so on.
Build an energy supply system with clean and low-carbon energy as the main body, and innovate the development and utilization mechanism of rural renewable energy
The document proposes to accelerate the construction of large-scale wind power and photovoltaic power generation bases focusing on deserts, Gobi and desert areas, explore the establishment of a mechanism for coordination between the sending and receiving ends to provide regulation for new energy power transmission, and support the construction, combination and development of new energy power as much as possible; All regions are encouraged to build a new energy system with multi energy complementarity, nearby balance and clean and low-carbon energy as the main body. In rural areas, priority should be given to supporting the access of roof distributed photovoltaic and biomass power generation to the power grid, and power grid enterprises should give priority to purchasing their power generation. We will encourage the development of renewable energy and explore more suitable wind power projects in rural areas. We will strengthen the innovation of rural power grid technology, operation and power trading methods, and support the nearby trading of new energy power.
Strengthen the construction of new power systems and improve the power transmission and consumption capacity of renewable energy
To improve the construction of new power system, we need to strengthen the top-level design of new power system, optimize the transmission network and power system as a whole, and improve the transmission and consumption capacity of renewable energy power. Through the optimization and adjustment of power supply configuration and operation, the amount of renewable energy transmitted by the stock transmission channel shall be increased as much as possible, and the minimum proportion index shall be defined and assessed. Improve the coordination mechanism of renewable energy power transmission and consumption based on the combination of relevant provincial (autonomous region and municipality directly under the central government) intergovernmental agreements and the power market, and further improve the formation mechanism of inter provincial and inter regional electricity prices. Vigorously promote the construction of intelligent distribution network with a high proportion of distributed new energy power, and encourage the construction of smart energy system and Microgrid with integrated source network load storage and multi energy complementarity, which will also benefit equipment enterprises related to the construction of power grid system.
Risk tip: the policy promotion is not as expected, the industry competition is intensified, and the price of raw materials fluctuates sharply.
