SciTech Innovation Board daily, December 25, this week, important events in the field of carbon neutralization include: National Development and Reform Commission: comprehensively and orderly promote carbon peak and carbon neutralization; Relevant national standards of “high power, high voltage and fast charging” are being accelerated; Contemporary Amperex Technology Co.Limited(300750) consider building a 2 billion euro battery factory in Poland; Hillhouse shares poly GCL energy, the leading photovoltaic silicon material.
Kechuang board daily continues to pay attention to carbon neutralization and the company dynamics, technology research and development, investment and financing behind it. If you have carbon neutralization related cases, you can contact us through the following email: [email protected]. 。
[hotspot Focus]
Audi FAW new energy plant with an investment of 15.8 billion yuan and an annual capacity of 150000 vehicles is planned to start construction in the first quarter of next year
Hillhouse participated in the allotment of poly GCL, and the layout of “carbon neutralization” is the next city. The prospect of granular silicon is promising
Sodium battery is expected to accelerate commercialization: the world’s first large-scale mass production line is planned to be opened, and the construction products will be used for energy storage projects
The quotation of silicon material decreased by 5% this week, and the excess risk is difficult to stop the enthusiasm of manufacturers to expand production
Byd Company Limited(002594) . Will Weilai push the “new blue ocean” of electric MPV new energy vehicle market?
[international overview]
EPA plans to tighten vehicle fuel mileage standards
On December 20 local time, the U.S. Environmental Protection Agency plans to tighten the fuel emission standard of U.S. cars before 2026 to an average of about 40 miles (64.37 kilometers) per gallon of gasoline, replacing the loose standard implemented during the trump period.
South Korea accelerates the conversion of new energy vehicles: the goal is to reach 500000
According to the South Korean Asia daily, Hong Nanji, Minister of planning and finance and vice premier of South Korea, said at the “big3 promotion meeting for innovation and growth” on the 21st that he would strive to achieve 500000 new energy vehicles such as electric vehicles and hydrogen fuel vehicles in China next year, so as to speed up the conversion of green new energy vehicles. In order to achieve this goal, the Korean government decided to allocate 2.4 trillion won to popularize new energy vehicles. It is expected that 165000 new energy vehicles will benefit, and the subsidy amount for each vehicle is about 5 million won.
[China dynamics]
national development and Reform Commission: comprehensively and orderly promote carbon peak and carbon neutralization
The Environmental Resources Department of the national development and Reform Commission organized and held the national development and reform environmental resources work conference by video. The conference stressed that we should comprehensively and orderly promote carbon peak and carbon neutralization in 2022. Neither “carbon charge” nor sports “carbon reduction” can be carried out. Do a good job in energy conservation at a high level. We will improve the dual control system of energy consumption, strictly control the intensity of energy consumption, enhance the flexibility of total energy consumption management, and exclude new renewable energy and raw material energy from total energy consumption control. Further strengthen the review of energy conservation, resolutely curb the blind development of “two high” projects, and provide reasonable energy use guarantee for economic and social development.
the Ministry of ecological environment carried out the pilot work of Climate Investment and financing
The Ministry of ecology and environment carried out the pilot work of Climate Investment and financing, and nine departments including the Ministry of ecology and environment issued a notice on the pilot work of Climate Investment and financing: through three to five years of efforts, the pilot areas have basically formed a policy environment conducive to the development of Climate Investment and financing, cultivated a number of climate friendly market players, and explored a number of development models of Climate Investment and financing, We will build several international cooperation platforms for Climate Investment and financing, so as to fully gather all kinds of essential resources such as capital, talents and technology in the field of Climate Investment and financing.
Ministry of industry and information technology: energy conservation and emission reduction promote green and low-carbon development of leather industry
The ninth member congress of China Leather Association and the first expanded meeting of the ninth Council were recently held in Beijing in the form of a combination of online and offline. He Yaqiong, director of the consumer goods industry department of the Ministry of industry and information technology, attended the conference and put forward requirements for the high-quality development of the leather industry from the aspects of scientific and technological innovation leading the high-quality development of the industry, digital transformation driving the industry to implement the digital “three products” strategy, upgrading of industrial clusters, improving the level of industrial chain supply chain, energy conservation and emission reduction and promoting the green and low-carbon development of the industry.
Xiao Yaqing, Minister of industry and information technology: launch the pilot city of comprehensive electrification of vehicles in the public domain
Xiao Yaqing, Minister of industry and information technology, said to tap the potential of domestic demand. We will launch a pilot city for the comprehensive electrification of vehicles in the public sector, and carry out rural activities for new energy vehicles, green smart appliances and green building materials. We will strengthen the cultivation of industries that are conducive to improving people’s production and life and represent the direction of scientific and technological development, such as intelligent Internet connected vehicles and ice and snow equipment, and support large-scale development.
the world’s first 35 kV km superconducting cable was put into operation in Shanghai
The world’s first 35 kV km superconducting cable demonstration project built by the State Grid Corporation of China in Shanghai was officially put into operation. This is a major core technology breakthrough in the field of China’s new power system construction, marking that China’s superconducting transmission application has entered the world’s leading ranks.
[industry trends]
relevant national standards of “high power, high voltage and fast charging” are being accelerated
At the 2021 Huawei intelligent vehicle solutions ecological forum, Liu Yongdong, Deputy Secretary General of China Electric Power Enterprises Federation, revealed that the future development of “high-power, high-voltage and fast charging” can be expected, and relevant national standards are being accelerated. At the same time, Peng Peng, vice president of Huawei’s intelligent electric field, said that “high-power high-voltage fast charging” is an important way to improve the user’s rapid energy replenishment experience. In addition, Gao Xiang, vice president of New Energy Research Institute of China electric vehicle hundred people association, believes that “high power, high voltage and fast charging” can not only technically solve the problem of energy supplement efficiency, but also bring new business models and help operators improve profits.
Zeng Yuqun, chairman of Contemporary Amperex Technology Co.Limited(300750) : the deterministic opportunity for the new energy industry has come
Zeng Yuqun, chairman of Contemporary Amperex Technology Co.Limited(300750) said at the 2021 high tech lithium battery annual meeting that in the next 30 years, the global investment in energy and transportation will increase from an average of $56 billion a year to about $2 trillion a year, “so the deterministic opportunity for the new energy industry has come.” In addition, it said, “the CTP technology we pioneered in the world has been upgraded and iterated out of the third generation.”
Contemporary Amperex Technology Co.Limited(300750) the world’s largest single project was put into operation in Fuding
FUDING times lithium ion battery production base is the largest single project in the world so far, with a planned capacity of 120gwh and an output value of more than 100 billion yuan. On the 21st, plant 2 of Fuding times lithium ion battery production base phase I project was put into operation, officially opening the prelude to Fuding times production.
Contemporary Amperex Technology Co.Limited(300750) consider building a 2 billion euro battery factory in Poland
Contemporary Amperex Technology Co.Limited(300750) is analyzing two locations in Poland and may build a plant of up to 2 billion euros. Contemporary Amperex Technology Co.Limited(300750) visited sites in Jawor and gorzow wielkopolski in western Poland. Most of the products (produced by the factory) will be shipped to Germany, and Tesla has an automobile factory in Germany.
zhongkehai sodium announced to build the world’s first large-scale production line of sodium ion batteries with China Three Gorges Renewables (Group) Co.Ltd(600905)
Recently, zhongkehai sodium announced that it would cooperate with China Three Gorges Renewables (Group) Co.Ltd(600905) , Three Gorges capital and Fuyang Municipal People’s Government of Anhui Province to build the world’s first large-scale production line of sodium ions. It is understood that the planned capacity of the production line is 5gwh, which is constructed in two phases. The first phase of 1GWh will be officially put into operation in 2022. It is reported that in the future, all parties are expected to jointly promote the planning of 30gwh global advanced sodium ion scale mass production line.
Rio Tinto will spend US $825 million to buy Argentina Rincon lithium
Mining giant Rio Tinto said on Tuesday that it would buy Rincon assets in Argentina for $825 million from private equity buyers. The lithium salt project is located in the so-called lithium triangle of South America. Rio Tinto said that the undeveloped project has the potential to produce battery grade lithium carbonate. Earlier, Rio Tinto’s $2.4 billion Serbian lithium project was subject to large-scale protests by local environmentalists and citizens, making progress very difficult. Once the project is completed, the annual production capacity will reach 58000 tons of lithium carbonate, 160000 tons of boric acid and 255000 tons of sodium sulfate, which will become the largest lithium project in Europe.
Hillhouse shares in poly GCL energy layout granular silicon new track
Poly GCL Energy announced that the placement of 2.037 billion shares of the company was completed, and the participants emerged from a commanding position. According to the announcement, a total of HK $4.994 billion was raised this time, and more than 90% of the raised funds will be used for granular silicon projects in Inner Mongolia and Jiangsu Zhongneng. The science and Innovation Board daily asked Hillhouse and other relevant people, but the other party did not comment.
Hainan Jinpan Smart Technology Co.Ltd(688676) : the proposed issuance of convertible bonds will raise no more than 1.197 billion yuan for energy storage product R & D
Hainan Jinpan Smart Technology Co.Ltd(688676) the funds raised by the proposed issuance of convertible bonds shall not exceed 1.197 billion yuan (inclusive). After deducting the issuance expenses, they will be used for the construction project of digital chemical plant of energy storage series products, intelligent equipment manufacturing project – Digital chemical plant of energy storage series products, intelligent manufacturing project of energy-saving and environmental protection transmission and distribution equipment and supplementary working capital.
[technology and investment and financing]
data center liquid cooling technology helps achieve the “double carbon” goal
It took four years to jointly tackle key problems in industry, University, research and application. Recently, the national key R & D plan “key technologies and equipment of high-efficiency cloud computing data center” led by China Electric Power Research Institute proposed a new all liquid cooling technology to form the results of all liquid cooling cabinet. This achievement enables the data center to use efficient natural cooling source all year round, and effectively reduces the refrigeration energy consumption and power utilization efficiency of the data center. At present, the project achievements have formed a typical demonstration in the State Grid, and have been popularized and applied in multi regional and multi category data centers.
all solid state battery capable of changing hardness materials and 3D printing
The research team composed of Tohoku University in Japan has developed all solid battery technology manufactured by 3D printer. The technology uses materials that can change the hardness freely. It can be manufactured in only a few hours without high temperature process. This technology is conducive to the early practical application of all solid state batteries.
the world’s longest flexible fiber battery comes out
According to a paper published in the international authoritative academic journal materials today on the 20th, researchers at the Massachusetts Institute of technology have developed the world’s longest flexible fiber battery. This rechargeable lithium-ion battery is 140 meters long and can be woven and washed. In the future, it can power fiber-based electronic devices and sensors, and even be used to manufacture 3D printing batteries of almost any shape.
Japanese artificial photosynthesis technology has reached the practical level
In the field of “artificial light synthesis” technology that uses Cecep Solar Energy Co.Ltd(000591) , water and carbon dioxide to produce useful substances, Toyota Central Research Institute, a research and development company of Toyota group, has achieved an energy conversion efficiency of 10.5%. By increasing the size of the device and improving the components, the enterprise has improved the energy conversion efficiency (indicating that a few percent of the irradiated light energy can be converted into useful energy) by more than 3 percentage points. The energy conversion efficiency exceeds 10% of what is considered a practical goal.
(Financial Associated Press)
