Personal green payment, green travel and green life data can be converted into carbon credits, which can be used to exchange gifts or neutralize the carbon emissions generated by annual household electricity. Recently, the co branded card of China Southern Power Grid Corporation and five banks was launched in Guangzhou on a pilot basis to launch the inclusive carbon and power financial service account.
This is not an example. The reporter of economic information daily noted that since this year, many central enterprises have made clear the “double carbon” construction drawings one after another, and relevant exploration measures have been taken frequently, especially accelerating the layout on the new energy track. A number of major engineering projects have been started one after another, adding “green” and “kinetic energy” to China’s economic and social development.
Intensive project commencement
The “blue board” becomes the sea and the blades are lifted. Recently, a number of photovoltaic and wind power projects of China Huaneng have been started intensively from the grassland of Inner Mongolia to Daliangshan, Sichuan, and from the old revolutionary base in Gansu to Hainan free trade port.
This energy enterprise, once famous for thermal power, is now accelerating its efforts in new energy. In the first half of this year, 15 million KW projects will be started one after another, with a total investment of more than 90 billion yuan. After completion, it will add 39 billion kwh of clean electric energy and reduce 39 million tons of carbon dioxide.
“We will take this opportunity to accelerate the adjustment of the company’s energy structure, ensure that the annual new energy power generation exceeds 100 billion kwh, and continuously enhance the company’s profitability and risk resistance.” Shu Yinbiao, party secretary and chairman of China Huaneng, said.
CNNC has also played a “green energy card” and recently kicked off the construction of its first large integrated base project of “water, wind, light and storage” around pumped storage power station. The project is the first one million level clean energy base project in Northern Xinjiang. Based on the burjin pumped storage project with an installed capacity of 1.4 million KW, the water, scenery and storage integration project in the burjin River Basin will be constructed later, including 2 million kw of photovoltaic power and 3.6 million kw of wind power. At present, the construction of phase I 150000 wind power supporting project indicators has been officially started. It is estimated that the total installed capacity of the project is 7 million KW.
The “hot” of new energy projects can also be seen from the latest announcement of main business data in the first quarter of 2022 issued by China Energy Engineering Corporation Limited(601868) in the first quarter of 2022: the total amount of China Energy Engineering Corporation Limited(601868) newly signed contracts in the first quarter of 2022 is 244.07 billion yuan. Among them, the new contract amount of new energy and comprehensive smart energy increased by 187.54% year-on-year.
According to the data of the national energy administration, the construction of the first batch of large-scale wind power photovoltaic base projects in desert Gobi desert areas this year was accelerated, driving the planned investment in Cecep Solar Energy Co.Ltd(000591) power generation and onshore wind power to increase by 202.6% and 13.3% year-on-year.
Make efforts to distribute new energy
While the project is in full bloom, many central enterprises set up companies in various ways to make efforts to layout new energy.
Recently, China Petroleum & Chemical Corporation(600028) group Capital Co., Ltd. took the lead in taking shares in Beijing zhongkefuhai Low Temperature Technology Co., Ltd., and actively laid out the fields of comprehensive development and application of hydrogen and helium resources.
Since putting forward the goal of building “China’s first hydrogen energy company”, China Petroleum & Chemical Corporation(600028) has been moving faster and faster in the layout of hydrogen energy business. According to relevant planning, during the 14th Five Year Plan period, China Petroleum & Chemical Corporation(600028) will build 1000 hydrogenation stations or oil hydrogen joint construction stations throughout the country, with a hydrogenation service capacity of 200000 tons / year.
CNOOC also established Beijing new energy branch of CNOOC (China) Co., Ltd. in April this year. Wang Dongjin, Secretary of the Party group and chairman of CNOOC, said that the new energy branch should further highlight its marine advantages, pay attention to integration and coordination, accelerate the development of offshore wind power, preferentially develop onshore scenery, develop hydrogen energy business according to local conditions, strengthen CCUs technology research and development, explore and develop a multi energy complementary comprehensive energy supply system, and strive to achieve the goal of 10% of CNOOC’s Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) revenue at the end of the 14th five year plan.
Since March this year, a series of policies have been issued successively from the “14th five year plan” for modern energy system to the “14th five year plan” for the development and implementation of new energy storage and the “medium and long term plan for the development of hydrogen energy industry (20212035)” to the “guiding opinions on energy work in 2022”, and the new energy industry has received heavy support.
Petrochina Company Limited(601857) Lu Jianzhong, full-time deputy director of the national high-end think tank Research Center, recently wrote that the construction of renewable energy industry chain and innovation chain requires the coordinated promotion of traditional fossil energy enterprises and renewable energy enterprises. Traditional energy enterprises should actively layout the renewable energy business chain and balance the existing business portfolio. At present, some oil and coal enterprises are carrying out relevant layout. Although the scale is small, it can provide basis and experience for large-scale application in the future.
Draw a “double carbon” road map
Behind the racing of central enterprises in the new energy track is the need of their own transformation and development, and it is also the general trend of promoting China’s “double carbon” work.
At the end of last year, the guidance on promoting the high-quality development of central enterprises and doing a good job in carbon peak and carbon neutralization issued by SASAC proposed that central enterprises should play an exemplary and leading role in promoting national carbon peak and carbon neutralization. By 2025, the comprehensive energy consumption of 10000 yuan output value of central enterprises will be 15% lower than that in 2020, the carbon dioxide emission of 10000 yuan output value will be 18% lower than that in 2020, the installed proportion of renewable energy power generation will reach more than 50%, and the revenue proportion of strategic emerging industries will not be less than 30%.
Some central enterprises have put forward practical and feasible carbon peaking schedules, road maps and construction drawings according to their own conditions, and actively carried out carbon neutralization implementation path research. For example, CITIC Group recently released the white paper on carbon peak and carbon neutralization action, which proposed that by 2025, the carbon emission intensity per unit output value of CITIC Group is expected to be 18% lower than that in 2020. Among them, we will vigorously carry out energy conservation and carbon reduction in four key areas: power industry, steel production, construction operation and data center. In the financial field, we will continue to improve the scale and proportion of green finance business and accelerate the innovation of green finance business model.
“Accelerating the ‘double carbon’ work plan and layout of central enterprises will have a positive impact on the development of relevant industries, help to quickly reduce the overall industrial transformation and development costs, drive the enthusiasm of other enterprises for energy conservation, emission reduction, carbon reduction and low-carbon investment, and form a positive incentive for the green transformation of upstream and downstream industrial chains.” Sun Chuanwang, Professor of China energy economy research center of Xiamen University, reminded that we should make rational layout and orderly promotion in combination with reality, and resolutely put an end to “Sports” carbon reduction.
