The coal price formation mechanism has been implemented, and the power system has ushered in favorable conditions. The national development and Reform Commission issued the notice on further improving the coal market price formation mechanism. Further improving the coal market price formation mechanism is conducive to straightening out the relationship between coal and electricity prices, promoting the coordinated and high-quality development of upstream and downstream industries, and better ensuring the safe and stable supply of energy. In the future, it will be implemented in coordination with the carbon peak series policies in the energy field to form a joint force of policies and systematically promote the green and low-carbon transformation of energy.
The institutional framework for green and low-carbon energy transformation was accelerated. The national development and Reform Commission and the National Energy Administration issued the opinions on improving the institutional mechanisms and policies and measures for green and low-carbon transformation of energy. As one of the important guarantee schemes of carbon peak and carbon neutral “1 + n” policy system, the opinions is the concretization of the policy guarantee measures in the energy field of China’s “double carbon” goal, and will be implemented in coordination with the series of carbon peak policies in the energy field, Form policy synergy and systematically promote the green and low-carbon transformation of energy.
With the two sessions approaching, the concept of “double carbon” is heating up again. In the new year’s government work report, all localities proposed to comprehensively promote carbon peaking and carbon neutralization, and actively build a synergistic mechanism for pollution and carbon reduction. Under the impact of the epidemic, the external environment has become more complex, severe and uncertain. When formulating the expected targets for economic growth this year, all localities have fully reflected the work requirements of stability and seeking progress while maintaining stability. The local two sessions have also released a stronger signal of green development.
The advantages of green power with carbon reduction properties will be further highlighted. In terms of electricity, renewable energy, large bases, pumped storage, energy storage, etc. are the hot words mentioned most in the energy work of all provinces in 2022, and they are also the focus of the work in 2022. With the continuous promotion of the “double carbon” goal, the advantages of green power with carbon reduction attribute will be further highlighted, and the demand is expected to continue to increase.
Recommendations and concerns for recommendation and attention: China Three Gorges Renewables (Group) Co.Ltd(600905) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ ( Shandong Intco Recycling Resources Co.Ltd(688087) . SH).
Risk warning: the risk that the policy strength is less than expected; The risk that the project construction progress is less than expected; Risk that the output of new energy power generation is less than expected; Risks of intensified industry competition; The risk of subsidy decline in subdivided industries.
