Event: the National Energy Administration issued the guiding opinions on energy work in 2022 (hereinafter referred to as the opinions).
Accelerate energy transformation, and the proportion of wind and photovoltaic power generation continues to grow. In view of the proportion of new energy power generation, the opinions put forward that in 2022, the proportion of non fossil energy in the total energy consumption will increase to about 17.3%, the power generation will reach about 9.07 trillion kwh, and the proportion of wind power and photovoltaic power generation in the power consumption of the whole society will reach about 12.2%. According to the statistics of the energy administration, the annual power generation of wind power and photovoltaic power in 2021 was 0.65 trillion kWh and 0.33 trillion kwh respectively, accounting for 11.7% of the total electricity consumption of the whole society. According to the planning of the opinions, the expected wind power generation in 2022 will be increased to 1.11 trillion kwh, with a year-on-year increase of more than 13%.
In the whole year, the installed capacity of electric power increased by 223 million KW, with wind and light becoming the main growth force. It is expected that the newly installed capacity will exceed 50 and 90gw. In view of the new installed capacity of new energy, the opinions put forward that the installed capacity of electric power will reach 2.6 billion kw in 2022 and about 223 million kW in the whole year, of which it is clear that the new installed capacity of hydropower will be 20 million kW (from 390 to 410 million KW) and that of nuclear power will be 04 million kW (three conventional units + one demonstration unit will be built in 2022). According to the forecast in the analysis and forecast report on the national power supply and demand situation from 2021 to 2022, by the end of 2022, the installed capacity of grid connected wind power and Cecep Solar Energy Co.Ltd(000591) power generation will be 380 million KW and 400 million KW respectively, an increase of 52 million KW and 92 million kW respectively compared with the end of 2021, that is, the new installed capacity of wind power and photovoltaic power is expected to exceed 50 and 90 GW in 2022.
Centralization + distribution should be carried out simultaneously to broaden the scene of new energy installation. For the development of new energy, on the one hand, we will intensify efforts to promote the construction of centralized power stations such as large scenic bases and offshore wind power bases. On the other hand, we will continue to implement the development and construction of roof distributed PV in the whole county. At the same time, we will organize and carry out "wind control operation in thousands of villages and villages" and "sunshine operation for thousands of families", and make full use of the land and roof resources of oil and gas mining areas, industrial and mining areas and industrial parks to develop distributed wind power and PV, Expand the downstream new energy application scenarios.
We will actively promote the planning and construction of transmission channels and ensure the consumption of new energy. The transmission capacity of the "west to East power transmission" will reach 290 million kilowatts. In order to further improve the consumption capacity of new energy, it is expected to accelerate the approval and construction of inter provincial and inter regional transmission channels throughout the year, including the construction of UHV channels from Nanyang to Jingmen to Changsha, Zhumadian to Wuhan, Jingmen to Wuhan, Baihetan to Jiangsu and Baihetan to Zhejiang, and strive to improve the utilization efficiency of transmission channels and the proportion of renewable energy. According to the plan, by the end of 2022, the transmission capacity of "west to East power transmission" will reach 290 million KW.
Investment suggestion: it is suggested to pay attention to the relevant targets of photovoltaic and wind power manufacturing industry chain and the operators of new energy power stations.
Risk tip: the installed demand of new energy is less than expected, and the new energy power generation policy is less than expected.
