In 2021, under the goal of "double carbon", the demand for new energy power generation standing on the tuyere will increase day by day, and the industry will usher in a historic period of development opportunities. According to the data released by the national energy administration, from January to November this year, the Shanxi Guoxin Energy Corporation Limited(600617) power generation exceeded 1 trillion kwh for the first time, reaching 1035.57 billion kwh, a year-on-year increase of 32.97%.
Among them, Gansu Province, as an important energy base in China, as of December 10, the annual power generation of new energy reached 40.8 billion kwh, breaking the 40 billion kwh mark for the first time, accounting for about 26% of the annual power generation of the province. In this context, relevant listed companies in Gansu have expanded their production and accelerated the layout of new energy power generation industry.
The central economic work conference in 2021 once again made it clear that we should further promote the energy revolution and accelerate the construction of an energy power. It can be predicted that the future "scenery" is still unlimited, and there will be broader space.
In an interview with the Securities Daily, Wang Meiting, a researcher of Bank Of China Limited(601988) Research Institute, said: "from the perspective of industry development trend and national policies, new energy power generation will continue to maintain an average annual growth rate of more than 30% in the future, and the upstream and downstream of the industry, energy storage, power grid and other supporting facilities will be greatly strengthened, entering a prosperity of more than ten years."
"double carbon" goal opens up industry space
the new energy power generation industry is developing rapidly
"The fundamental to achieving the goal of 'double carbon' is to further optimize the energy structure, reduce dependence on traditional fossil energy, and vigorously develop new energy dominated by wind power and photovoltaic." Dr. Wu lile of North China University of water resources and hydropower said in an interview with Securities Daily.
2021 is the first year of the 14th five year plan. The proposal of the national "double carbon" goal has brought unprecedented development opportunities for wind power, photovoltaic and other new energy power generation industries.
In terms of policy, in May this year, the state issued the notice on matters related to the development and construction of wind power and photovoltaic power generation in 2021, which proposed that the proportion of national wind power and photovoltaic power generation in the power consumption of the whole society will reach about 11% in 2021, and 16.5% in 2025. The draft also specifies the tasks of implementing the goals of carbon peak and carbon neutralization, and the proportion of non fossil energy in primary energy consumption will reach about 25% by 2030, and the total installed capacity of wind power Cecep Solar Energy Co.Ltd(000591) power generation will reach more than 1.2 billion kw.
In October this year, the opinions of the CPC Central Committee and the State Council on completely, accurately and comprehensively implementing the new development concept and doing a good job in carbon neutralization of carbon peak and carbon peak before 2030 were successively published, providing action guidance for the "double carbon" goal.
Under the guidance of the action guide, wind power, photovoltaic, Cecep Solar Energy Co.Ltd(000591) and other new energy power generation industries have developed rapidly.
According to the data released by the national energy administration, from January to November this year, the Shanxi Guoxin Energy Corporation Limited(600617) power generation exceeded 1 trillion kwh for the first time, reaching 1035.57 billion kwh, with a year-on-year increase of 32.97%, accounting for 13.8% of the national power consumption in the same period. In 2021, the installed capacity of renewable energy power generation in China will historically exceed 1 billion kw, the installed capacity of hydropower and wind power will both exceed 300 million KW, and the installed capacity of offshore wind power will leap to the first in the world.
The central economic work conference in 2021 once again made it clear that in 2022, we should further promote the energy revolution and accelerate the construction of an energy power. Based on the basic national conditions of coal, we should pay attention to the clean and efficient utilization of coal, increase the consumption capacity of new energy, and promote the optimal combination of coal and new energy.
In the future, the new energy power generation industry dominated by "scenery" will have broad development space. Wang Bohua, honorary chairman of China Photovoltaic Industry Association, predicts that during the "14th five year plan" period, China's average annual new photovoltaic installed capacity will be as high as 70-90 million KW, and the new photovoltaic installed capacity in 2021 is expected to be 45-55 million KW. According to the prediction of the global energy Internet development cooperation organization, according to China's strategic objectives of "carbon peak" and "carbon neutralization", China's installed wind power is expected to reach 500 million kW in 2025, 800 million kW in 2030, 2.2 billion kw in 2050 and more than 2.5 billion kw in 2060.
Gansu accelerates
new energy power generation construction
"In the context of 'carbon neutralization', photovoltaic and wind power, as the main varieties of clean energy power generation, have broad medium and long-term development space. Under this background, provincial and municipal governments also attach great importance to the development of new energy. According to incomplete statistics, 20 provinces have issued specific objectives and requirements for new energy installation during the 14th five year plan." Boc International (China) Co.Ltd(601696) analyst Li Kelun said.
Gansu, located at the intersection of the Loess Plateau, Qinghai Tibet Plateau and Inner Mongolia Plateau, has become one of the most abundant scenic resources in China due to its unique geography and climate. The outline of the long-term objectives of Gansu Province in the 14th five year plan and 2035 points out that we should vigorously develop new energy. We will pay equal attention to centralization and distribution, combine power transmission with local consumption, and strive to increase the supply of non fossil energy such as wind power, photovoltaic power generation, Cecep Solar Energy Co.Ltd(000591) thermal power generation and pumped storage power generation, so as to form an integrated and coordinated development pattern of scenery, water and fire storage.
It is estimated that by 2025, the installed capacity of wind and solar power in Gansu Province will reach more than 50 million KW, the installed capacity of renewable energy will account for nearly 65% of the total installed capacity of power supply, non fossil energy will account for more than 30% of primary energy consumption, and new energy for external power transmission will account for more than 30%.
By the end of September this year, the total installed capacity of new energy in Gansu accounted for 43.6% of the total installed capacity of the province; The power generation reached 33.274 billion kwh, a year-on-year increase of 11.64%; The utilization rate of wind power equipment reached 97.08%, a year-on-year increase of 1.93 percentage points. At present, the installed capacity of wind power, Cecep Solar Energy Co.Ltd(000591) and other clean energy in Gansu Province accounts for about 60%. As of December 10, Gansu's annual power generation of new energy has reached 40.8 billion kwh, breaking the 40 billion mark for the first time, accounting for about 26% of the province's annual power generation.
several listed enterprises in Gansu
continuous layout
Driven by the "14th five year plan" new energy policy of Gansu Province, Gepic Energy Development Co.Ltd(000791) , Shouhang High-Tech Energy Co.Ltd(002665) and other listed companies have accelerated the layout of new energy power generation industry in Gansu Province.
According to Qi Hailu, President of Beijing Teyi sunshine new energy, the scenery resources in Gansu are among the top in China. Under the same investment scale, the output efficiency of new energy will be higher and the investment return cycle will be shorter. The economic and social benefits of the "scenery storage" comprehensive utilization project are more obvious.
Gepic Energy Development Co.Ltd(000791) is a comprehensive clean energy listed company integrating hydropower, wind power and optoelectronics. On December 27, Gepic Energy Development Co.Ltd(000791) announced that in order to further expand the installed capacity of the company's photovoltaic power generation, the company plans to invest in the construction of Liangzhou Jiuduntan 50MW photovoltaic project, with a total dynamic investment of 287 million yuan.
Previously, Gepic Energy Development Co.Ltd(000791) also announced that it plans to build 300MW photovoltaic power generation project in Qingtan, Yongchang River, 200MW photovoltaic project in ganhekou, Guazhou, 50MW photovoltaic project in North Bridge, and 200MW project in Zone C of mahuantan No. 1 wind farm, Yumen City. The total dynamic investment of the project is 1.466 billion yuan, 980 million yuan, 223 million yuan and 1.207 billion yuan respectively.
Shouhang High-Tech Energy Co.Ltd(002665) announced on December 26 that the company signed an agreement with the people's Government of Suzhou District, Jiuquan City on new energy power generation. According to the agreement, the company will move its registered address to Suzhou District, Jiuquan City, specifically implement the technical integration and EPC general contracting business of new energy power generation projects by the legal entity in the city under the jurisdiction of Party A, and leave all taxes locally.
In addition, the company will also invest in the construction of a number of "solar thermal + photovoltaic + wind power" and "photovoltaic + energy storage" new energy power generation bases in the cities under the jurisdiction of Jiuquan City, with a total installed capacity of 5 million KW and an annual average of no less than 1 million KW. The specific ratio meets the relevant provisions of the national competent authorities. The people's Government of Suzhou District of Jiuquan city will coordinate with the government and relevant departments of Gansu Province to get the relevant indicators approved in time.
Before Suzhou, Shouhang High-Tech Energy Co.Ltd(002665) was also invested in Jiuquan Yumen and Jiuquan Dunhuang projects. According to the previous announcement, in August this year, the company decided to move the implementation site of 100MW Cecep Solar Energy Co.Ltd(000591) solar thermal power station project with a total investment of 800 million yuan from Tianjin to Yumen City, Gansu Province, and change the implementation subject to a wholly-owned subsidiary located in Yumen, which is expected to be completed by the end of 2022. In addition, Shouhang High-Tech Energy Co.Ltd(002665) also invested more than 2.7 billion yuan to build a 100MW Cecep Solar Energy Co.Ltd(000591) molten salt tower photothermal power generation project in Dunhuang, with a power generation of 78.3839 million kwh in the first three quarters of this year.
Most of the above projects are concentrated in Jiuquan City, Gansu Province. Wang Meiting told reporters: "centralized photovoltaic power generation bases and wind power generation bases are mostly located in Gansu, Xinjiang and other regions with long sunshine time, drought and strong wind. The reason why most of them are distributed in Jiuquan is mainly because in Gansu, Jiuquan region is rich in light resources and land resources."
(Securities Daily)
