[focus today]
Recently, the State Council issued the 14th five year plan for the development of digital economy, which defined the guiding ideology, basic principles, development objectives, key tasks and safeguard measures to promote the healthy development of digital economy during the 14th Five Year Plan period. The plan proposes to continuously promote the construction of green digital center, accelerate the energy-saving transformation of data center and continuously improve the utilization level of renewable energy in data center according to the principles of green, low-carbon, intensive and efficient. Accelerate the digital transformation of infrastructure in the fields of energy, transportation, water conservancy, logistics and environmental protection. Accelerate the construction and application of smart energy, promote the intelligent upgrading of energy production, transportation and consumption, and promote the low-carbon transformation of the energy industry.
the annual renewable energy power generation of the Three Gorges group ranks first in the world
Petrochina Company Limited(601857) all oil and gas fields enter the peak period
China Development Bank won the first batch of 10.267 billion yuan of carbon emission reduction support tool funds
crude oil: international oil prices fell on the 13th as US inflation and employment data raised concerns about the prospect of oil demand and investors took profits. As of the closing of the day, the price of light crude oil futures for February 2022 delivery on the New York Mercantile Exchange fell by US $0.52 to US $82.12 per barrel, a decrease of 0.63%. London Brent crude oil futures for delivery in March 2022 fell US $0.20, or 0.24%, to US $84.47 a barrel.
Chart: international crude oil futures price trend (unit: USD / barrel)
refined oil: China’s wholesale prices of gasoline and diesel showed that China’s wholesale prices of gasoline and diesel rose on January 13. The average wholesale price of national 92# gasoline was 8066 yuan / ton, up 47 yuan / ton compared with the previous day, and the average wholesale price of diesel (including low pour point) was 7533 yuan / ton, up 9 yuan / ton compared with the previous day. In terms of the overall market situation of the day, the international oil price continued to rise on the 12th. At 24:00 on January 17, the expectation of China’s refined oil price rise continued to widen. The good news boosted the market, the wholesale price was stable and upward, the downstream replenishment demand remained, and the overall purchase and sales atmosphere of the market was better.
Chart: change rate of package crude oil price in this cycle
coal: in terms of origin, the market sentiment in the main producing areas has improved, and the pit price continues to strengthen. The coal management tickets in Inner Mongolia are issued according to the approved production capacity, and most of the coal mines that have stopped production for maintenance have resumed production. The traffic volume of Daqin line dropped significantly, the port inventory decreased slightly, and the port price remained stable and neutral. On January 14, the coal inventory of Qinhuangdao port was 4.05 million tons, a decrease of 50000 tons compared with the previous day.
Chart: coal inventory of Qinhuangdao port (unit: 10000 tons)
[highlights perspective]
the annual renewable energy power generation of the Three Gorges group ranks first in the world. on January 14, the Three Gorges group announced that as of January 12, the installed capacity of renewable energy of the Three Gorges group had exceeded 100 million kilowatts. In 2021, the renewable energy power generation capacity of the Three Gorges group exceeded 340 billion kwh, with a year-on-year increase of 9.5%, ranking first in the world. It is estimated that 340 billion kwh of clean electric energy can replace about 100 million tons of standard coal and reduce about 280 million tons of carbon dioxide.
Petrochina Company Limited(601857) all oil and gas fields enter the peak period in advance. It was learned from Petrochina Company Limited(601857) on January 13 that since the beginning of winter, Petrochina Company Limited(601857) has strengthened the protection of natural gas supply in response to the cold wave and other tests, creating four new records of daily gas production, single day gas production of gas storage, daily natural gas supply and resource unloading. On December 27, 2021, the natural gas supply on that day reached 830 million cubic meters, setting a peak value of daily gas supply, accounting for 62% of the country. At present, the industrial chain is generally safe, stable and controllable, and makes every effort to ensure the supply of Beijing Winter Olympic Games and winter Paralympic Games.
China Development Bank received the first batch of 10.267 billion yuan of carbon emission reduction support tool funds. China Development Bank recently obtained the first batch of carbon emission reduction support tool funds of 10.267 billion yuan, which is part of the first batch of 85.5 billion yuan of carbon emission reduction support tool funds issued by the people’s Bank of China to relevant financial institutions. The funds obtained by China Development Bank correspond to a number of medium and long-term project loans in the field of carbon emission reduction focusing on clean energy, such as Zhanjiang Xuwen offshore wind farm project, Shandong Wendeng pumped storage power station project, Qinghai Hainan Talatan photovoltaic power station project and so on.
[intelligence overview]
Recently, the Shanghai Municipal People’s government issued a notice on the development planning outline of Chongming world-class ecological island (2021-2035). The notice proposes to accelerate the development of renewable energy. Accelerate the development of photovoltaic power generation. Develop a new type of agricultural solar complementary power generation system, make full use of building roof resources, develop an efficient distributed grid connected photovoltaic power generation system combined with buildings, and steadily improve the photovoltaic installed capacity. Steadily develop wind power generation.
According to the data of European natural gas infrastructure (gie), on January 10, the natural gas reserves of European underground gas storage (UGS) decreased to 54.93 billion cubic meters, nearly 18 billion cubic meters less than the same period last year, accounting for 50.88% of the total storage capacity.
Recently, a demonstration cruise ship powered by high-temperature methanol fuel cell made its maiden voyage in Danzao Xianhu, Nanhai, Foshan. The successful maiden voyage marks the official entry of high-temperature methanol fuel cell into the green shipping market and provides a new development direction for the national electric ship industry.
Recently, it was learned from the new energy application and smart energy innovation and Development Summit Forum held in Changsha that the installed capacity of new energy in Hunan Province will continue to grow in 2021, and the effect of energy structure adjustment is remarkable. The installed capacity of new energy power generation reached 13.65 million KW, a year-on-year increase of 16%, and its proportion in the total installed capacity of power supply increased to 25.2%; New energy power generation accounts for 13.5% of the total power generation in the province.
On January 13, Li Sen, director of the overall planning department of the Beijing Winter Olympic Organizing Committee, introduced at the press conference of the State Council Information Office that the Winter Olympic Games strictly implemented low-carbon management, all venues met the green building standards, and built an ultra-low energy consumption demonstration project of more than 50000 square meters. During the games, 100% of the conventional energy of all venues used green electricity, and energy-saving and clean energy vehicles accounted for more than 80% of the vehicles during the games. Petrochina Company Limited(601857) , the State Grid and the Three Gorges group also sponsored carbon neutral products for the Beijing Winter Olympics. Through these measures, the Beijing Winter Olympic Games will be fully carbon neutral.
