From the promulgation of the "1 + n" top-level design in 2021, to the setting of the latest central economic work conference, to the recent "construction drawings" successively displayed by many departments, the idea of "double carbon" work in 2022 is further clear. From the released signals, in the new year, more emphasis will be placed on promoting the optimal combination of coal and new energy. While actively promoting the development of renewable energy such as wind power and photovoltaic and diversified energy storage industries, the clean and efficient utilization and supply guarantee capacity construction of traditional energy such as coal will be strengthened. At the same time, the energy consumption of raw materials will not be included in the total energy consumption control, and the transformation from "dual control" of energy consumption to "dual control" of total carbon emission and intensity will have a far-reaching impact on local governments, local economies and enterprises. The green transformation of multi industries will be accelerated. Insiders suggest improving the supporting rules related to "dual control" of carbon emission as soon as possible. Multi departments show the "construction drawing" of double carbon next year "We should unswervingly push forward, but it is impossible to accomplish its work in one battle", "we should adhere to the principles of national overall planning, saving priority, two wheel drive, internal and external unimpeded and risk prevention"... The central economic work conference stressed the need to correctly understand and grasp carbon peak and carbon neutralization. In the view of insiders, compared with the requirements of the central economic work conference for "double carbon" work in the past two years, last year was to set goals and put forward requirements, this year is to control the direction and rhythm, and "stand first and then break". "These conclusions are the correction of the early campaign carbon reduction and one size fits all shutdown." Liu Manping, senior economist of the price monitoring center of the national development and Reform Commission, believes that we should fully understand the long-term and systematic nature of double carbon, correctly handle the relationship between double carbon and economic growth, and double carbon should serve economic growth. The idea has been clear. Recently, many departments have made intensive deployment and put forward specific measures. On December 20, the Ministry of industry and information technology held a national conference on industry and information technology, which made it clear that one of the key tasks to be done well in 2022 is to implement the carbon peak action in the industrial field and steadily promote the green and low-carbon transformation of the industry. Vigorously develop green manufacturing and carry out demonstration and application of green low-carbon technologies and products. Implement plans to improve industrial energy efficiency and water efficiency. We will resolutely curb the blind development of "two high" projects. At the meeting of central enterprise leaders held by the state owned assets supervision and Administration Commission of the State Council recently, it is planned to implement the guiding opinions on the "double carbon" work of central enterprises in 2022, pay close attention to tackling key problems of green and low-carbon technologies, and accelerate the popularization and application of advanced technologies. We will accelerate the establishment of a green low-carbon recycling industry system and promote energy conservation and carbon reduction in iron and steel, non-ferrous metals, petroleum and petrochemical, construction, transportation, building materials and other fields. Explore cooperation between central enterprises in the use of forestry carbon sink resources. We will resolutely curb the blind development of "two high" projects. At the national development and reform work conference, the national development and Reform Commission proposed to strengthen refined energy use management, ensure people's livelihood and public energy demand, promote the orderly implementation of transformation and upgrading of key industry enterprises with energy efficiency lower than the benchmark level, and promote the whole society to strengthen energy conservation. Promote the optimal combination of coal and new energy As an important area of "double carbon", the energy industry will usher in deep changes. "The change of this year's central economic work conference is mainly to put forward scientific ideas for dealing with the relationship between traditional energy and new energy. Based on China's resource endowment, energy structure and the development status of new energy industry, it is clear to realize the gradual withdrawal of traditional energy on the premise of ensuring energy security, and emphasizes the need to strengthen the clean and efficient utilization of coal and the development of coal and new energy at this stage Optimize the combination. " Mao Tao, director of the International Cooperation Department of the international economic and technological cooperation center of the Ministry of industry and information technology, told the economic information daily. It is understood that China is the largest coal producer and consumer in the world, and coal accounts for about 89% of the retained energy reserves. At present, 60% of China's annual coal resources are used in the field of power generation. At the same time, about 50% of China's power installed structure is coal power. Since the beginning of this year, the supply and demand of coal and electricity have been tight, and some provinces and cities have once switched off and limited power. "This also highlights the main position of coal power in power supply in the near and medium term. Renewable energy does not have the substitution capacity in the energy system at present, whether in terms of power generation and stability." Yuan Jiahai, a professor at North China Electric Power University, judged that during the "14th five year plan" period, there was room for new coal-fired power scale and power generation, so as to buy time for the gradual replacement of renewable energy. In the follow-up, we should deeply tap the energy-saving potential of existing coal-fired power and further reduce backward coal-fired power units. At the same time, we should vigorously develop pumped storage and other energy storage methods to increase the flexible regulation capacity of the whole power system. The national development and Reform Commission proposed that in 2022, we should establish first and then break down, orderly promote the adjustment and optimization of energy structure, actively promote the construction of large-scale wind power and photovoltaic bases focusing on deserts, Gobi and desert areas, and continue to give full play to the peak shaving and bottom-up supply of traditional energy, especially coal and coal power. The SASAC of the State Council also made it clear that in the new year, we should pay close attention to the clean and efficient utilization of coal, accelerate the flexible transformation of coal-fired power units, develop renewable energy and diversified energy storage industries, and increase the consumption capacity of new energy. We will promote the increase of domestic oil and gas reserves and production, and strengthen the construction of oil and gas, coal and other reserve capacity. Transformation from "dual control" of energy consumption to "dual control" of carbon emission It is worth mentioning that the central economic work conference also mentioned for the first time that the use of raw materials should not be included in the total energy consumption control. Ning Jizhe, deputy director of the national development and Reform Commission, said at the "2021-2022 China economic annual meeting" that the energy consumption of raw materials is coal chemical industry and petrochemical industry. In the process of converting energy products into raw materials, not 100% of carbon dioxide is emitted into the air, generally 20% is emitted and 80% is converted into raw materials. However, the emissions of fuel energy are all carbon dioxide, so statistics should be calculated separately, and the management department should assess. These have put forward clear requirements. Mao Tao said that under the existing total energy consumption control mode, the policy "loosens" the new renewable energy consumption and raw material energy consumption, instead of blindly "blocking", but pays attention to the role of "Dredging", which provides a scientific solution for enterprises' new energy consumption. At the same time, it also helps to stabilize the price of raw materials and ensure the stable operation of industrial economy. In addition, the meeting made it clear to create conditions to realize the transformation from "dual control" of energy consumption to "dual control" of total carbon emission and intensity as soon as possible. Industry insiders pointed out that this transformation highlights the overall leadership of carbon emissions in the process of energy revolution. "Dual control of energy consumption is to control the growth of emissions. If the incremental part of power comes from green power, there is no need to limit it, but the more the better." Yuan Jiahai believes that the policy specifies that the future assessment is no longer the total energy consumption alone, but the total carbon emission and the carbon emission intensity per unit GDP, which has a far-reaching impact on local governments, local economies and enterprises, which is conducive to local efforts to increase the planning, development and consumption of new energy, and enterprises to improve technology and process through innovation, Accelerate green transformation. Dong Zhanfeng, deputy director of the Institute of management and policy of the Environmental Planning Institute of the Ministry of ecology and environment, said that the transformation to the "double control" index of carbon emission can not only promote the transformation of energy conservation, but also promote the clean transformation of the front-end energy structure, promote the solution of the disconnection between the "double control" of energy consumption and carbon emission control, and help to accurately control the growth of fossil energy such as coal and the development of non fossil energy industries, It is more conducive to ensuring energy supply and avoiding social problems caused by energy shortage. Industry insiders suggested that the supporting rules related to "double control" of carbon emission should be improved as soon as possible. "At present, the accounting of China's carbon emission caliber is still relatively rough, and the relevant standards and other systems need to be improved." Yuan Jiahai suggested that in the next step, more detailed policies should be introduced in terms of "deregulation" of raw material energy use and "double control" of carbon emission, and a set of scientific accounting methods should be established. (outlook new era)