reporters learned that the notice on key projects of incremental mixed ownership reform in the field of new energy (hereinafter referred to as the notice) recently issued by the national development and Reform Commission and the national energy administration proposed to focus on centralized and distributed new energy projects in the field of new energy, and select a number of projects with mixed ownership enterprises as the main body for development and operation
Zhang Jianhong, senior engineer of China International Engineering Consulting Co., Ltd., told the Shanghai Securities News that the above notice aims to implement the relevant deployment of mixed ownership reform, further extend the work content, refine guidance services, and build more platforms and channels for social capital to participate in the mixed ownership reform of state-owned new energy enterprises, which is conducive to giving full play to the respective advantages of state-owned enterprises and private enterprises in the field of new energy, Cultivate more qualified market players and effective forces for the development of new energy, improve the competitiveness of new energy industry, and help the realization of the national “double carbon” strategic goal.
create a batch
new energy incremental mixed transformation Benchmarking Project
According to the notice, the selection of key projects mainly includes three aspects: first, the incremental mixed reform projects that have been carried out or to be carried out by local state-owned enterprises and private enterprises recommended by the provincial (District, municipal) development and Reform Commission and the Energy Bureau. Second, the relevant central power generation enterprises mainly recommend the incremental mixed reform projects that have been or are to be carried out by the group’s subordinate enterprises and private enterprises, and communicate with the local government. Third, the State Grid and China Southern Power Grid can recommend incremental mixed reform projects that have been or are to be carried out with private enterprises in the fields of new energy connection and consumption.
At the same time, the key project conditions are mainly photovoltaic and wind power development and operation projects, supporting power grid construction projects, grid connection and consumption projects, “source network load storage integration”, “scenery storage integration”, “scenery storage number” integration, “scenery storage Park”, agriculture (animal husbandry) light complementarity, fishing light complementarity and other projects, as well as scenery sand prevention, wind prevention, grass fixation and other projects supporting large-scale wind power photovoltaic bases.
The notice specifies to explore effective ways for the development and construction of high-quality wind power, photovoltaic power generation and other new energy projects. Explore and form the implementation path of incremental mixed reform in the field of new energy. Create a number of benchmark projects for incremental mixed transformation in the field of new energy.
“Exploring a feasible mixed reform model will accelerate the demonstration effect of mixed reform of state-owned power enterprises.” Zhang Jianhong said that it is conducive to cultivate new kinetic energy of new energy enterprises and enhance their development vitality, control, influence and anti risk ability by extending and strengthening the chain through mixed transformation.
strengthen financial policy support
The notice requires to continuously follow up the progress of key projects, actively coordinate and solve the common problems and difficulties faced by the project, and help the project coordinate and implement the supporting measures related to lead war docking, cooperative restructuring and incentive mechanism.
At the same time, strengthen financial policy support. Guide enterprises to make full use of the current fiscal and tax support policies related to the treatment of enterprise income tax to promote enterprise M & A. Actively guide financial institutions to increase support for key projects of incremental mixed reform. Encourage local financial institutions to provide precise loan support.
The notice also mentioned that actively coordinate and focus on promoting relevant support policies such as project land, environmental protection and grid connection. Strengthen local supervision and inspection, break down local hidden barriers such as binding industries or setting preconditions, and timely improve the industrial policies, norms and standard system according to the actual situation of key projects.
Zhang Jianhong believes that state-owned power enterprises need to better serve the construction of a modern economic system. While ensuring the safety and stability of the upstream and downstream of the new energy industry chain and supply chain, we should strengthen the layout of the new energy field and more effectively “focus on key points, make up for weaknesses and strengthen weak points” through mixed reform. While optimizing themselves, it also creates more investment opportunities for private enterprises, foreign capital, individual industrial and commercial households and other market subjects, stimulates their enthusiasm to participate in the competition of new energy projects, and improves the economic activity of new energy industry.
electric power central enterprises
promoting the reform of mixed ownership has been explored
Since 2016, the national development and Reform Commission and the state owned assets supervision and Administration Commission of the State Council have taken the lead in carrying out the pilot of mixed reform of state-owned enterprises, and successively launched four batches of 208 pilot projects. In recent years, the mixed reform of power central enterprises has been actively explored in the fields of power sales side market, new energy mixed reform and so on.
Xu Shanchang, director of the structural reform department of the national development and Reform Commission, mentioned at the end of last year that incremental mixed reform should be carried out in the construction of new energy and energy storage facilities around major national strategies. At the same time, we are studying and formulating opinions on deepening the implementation of the mixed reform of state-owned enterprises, promoting the continuous deepening and greater effectiveness of the mixed reform of state-owned enterprises, and cultivating more mixed ownership enterprises with diversified property rights, modern governance, effective incentives and vitality.
In November 2019, the State Grid introduced key mixed transformation projects in Shanghai, including UHV, energy storage, high-end equipment manufacturing, finance, general aviation, health and elderly care and other fields. In particular, the UHV project, the core business of the State Grid in the field of transmission and distribution, has also been included in the scope of mixed transformation.
On November 26, 2021, the wind power company of Cgn Power Co.Ltd(003816) group completed the signing of capital increase and war introduction in Beijing Equity Exchange, introduced 14 strategic investors such as the national social security fund, and raised up to 30.53 billion yuan, setting a number of records in the capital market such as the largest equity financing project in the field of Shanxi Guoxin Energy Corporation Limited(600617) power in one fell swoop.
Previously, data showed that since 2021, 144 central and local state-owned enterprises have implemented mixed reform through Beijing property exchange, introducing social capital of 90.274 billion yuan, a year-on-year increase of 66.36%. Among them, there were 51 mixed transformation projects with the goal of “double carbon” in strategic emerging industries and services such as new energy and high-end equipment manufacturing, accounting for more than 35%, and the introduction of social capital was 67.732 billion yuan, a year-on-year increase of 73.66%.
