"Double carbon" action construction drawing delimits new opportunities for investment in multiple industries
2021-10-29
On the eve of the new UN climate change conference, the two most important policy documents in China's carbon peak, carbon neutral and "1 + n" policy system, which have attracted much attention, have been released successively, proposing to focus on the implementation of the "ten actions for carbon peak", clarify the detailed objectives of relevant fields in 2030, and gradually clarify the "double carbon" construction drawings. According to the reporter of economic information daily, in the next step, the carbon peak implementation plan and a series of support and guarantee measures in key areas and industries will be implemented one after another to promote the reform and acceleration of energy, industry, transportation and other industries. The new energy sector continues to be popular, and the installation targets of wind power and photovoltaic in 2030 may be exceeded. The development space of green transportation is also very broad, and new energy vehicles are welcome to be vigorously promoted. Industrial fields such as iron and steel are facing a reshuffle, and the concentration will be further improved. Achieving carbon peak and carbon neutralization is a multi-dimensional, three-dimensional and systematic project involving all aspects of economic and social development. At present, the "1 + n" policy system is accelerating its formation. On October 24, the opinions of the CPC Central Committee and the State Council on completely, accurately and comprehensively implementing the new development concept and doing a good job in carbon peak and carbon neutralization (hereinafter referred to as the opinions) were issued. On October 26, the State Council issued the action plan for reaching the carbon peak by 2030 (hereinafter referred to as the plan). The person in charge of the national development and Reform Commission said that the "opinions" is "1" in "1 + n". The systematic planning and overall deployment of carbon peak and carbon neutralization carried out by the Party Central Committee covers the two stages of carbon peak and carbon neutralization, which is the long-term top-level design of the general manager. The plan is the overall deployment of the carbon peak stage. While maintaining an organic connection with the opinions in terms of objectives, principles and directions, it focuses more on the carbon peak goal by 2030, and the relevant indicators and tasks are more detailed, practical and specific. According to song Jianjun, a researcher at the Institute of land development and regional economics of the Chinese Academy of macroeconomics, the plan focuses on key areas and proposes to implement the "ten actions to reach the peak of carbon", involving energy, industry, urban and rural construction, transportation, scientific and technological innovation, among which promoting green and low-carbon transformation of energy, energy conservation and carbon reduction and carbon reduction in industrial areas are the top priority. In recent years, China has vigorously promoted the adjustment, transformation and upgrading of energy structure. In 2020, the proportion of coal consumption in total energy consumption has decreased from 72.4% in 2005 to 56.8%. Meanwhile, non fossil energy accounts for 15.9% of energy consumption. According to the objectives proposed in the plan, the proportion of non fossil energy consumption will reach about 25% by 2030. Reducing coal consumption and increasing the proportion of clean energy is an important realization path. The plan proposes that by 2025, the installed capacity of new energy storage will reach more than 30 million KW. By 2030, the total installed capacity of wind and solar power generation will reach more than 1.2 billion kw, and the installed capacity of pumped storage power stations will reach about 120 million KW. During the 14th Five Year Plan period and the 15th Five Year Plan period, the installed capacity of hydropower will be increased by about 40 million KW respectively. "In recent years, the installed capacity of wind power and photovoltaic power has basically maintained rapid growth, and the cost has also decreased very rapidly. In the future, under the background of complementary development of hydropower resources, the quality and quantity of wind power and solar power generation will be greatly improved, and the total installed capacity target will be exceeded, which is expected to reach 1.5 billion kw." Zou Ji, CEO of the energy foundation and President of China, accepted In an interview with the reporter of the economic information daily, he said that in terms of energy storage, it is necessary to classify, locate and accurately implement policies according to different characteristics. The construction of large pumped storage power stations during the "14th five year plan" period is the top priority. He pointed out that the development of new energy will effectively stimulate investment, which is a new driving force for economic growth in the 14th five year plan, and will promote the domestic cycle through the west to East power transmission of green power. It is suggested to further clarify the relevant business model and benefit cost sharing mechanism, optimize the top-level design of cross regional transmission, and play an important role of green finance. For the green and low-carbon action of transportation, it is also inseparable from the energy revolution, that is, promoting the low-carbon transformation of transportation tools and realizing the low-carbon and zero carbon development of transportation equipment on the supply side. Among all kinds of transportation modes, road traffic emissions, including private cars and operating vehicles, account for more than 85%, with the greatest emission reduction potential. The plan proposes to vigorously promote new energy vehicles, gradually reduce the proportion of traditional fuel vehicles in the production and sales of new vehicles and vehicle ownership, promote the electric substitution of urban public service vehicles, and promote heavy freight vehicles powered by electricity, hydrogen fuel and liquefied natural gas. By 2030, the proportion of new energy and clean energy vehicles will reach about 40%. Industry insiders believe that transportation will move towards a "new era" of green and low-carbon development. "Electric vehicles or hydrogen fuel cell heavy trucks will usher in greater development space." Xu Honglei, vice president of the planning and Research Institute of the Ministry of transport, said. Carbon reduction in the industrial sector also has an important impact on the country's overall carbon peak. Dong Zhanfeng, deputy director of the Institute of environmental planning of the Ministry of ecological environment, said that industrial direct carbon emissions and indirect emissions such as electricity account for more than 60% of China's total carbon emissions. At present, China's traditional high energy consuming industries dominated by steel and cement still account for a high proportion in industry, so it promotes the green development of industry It is an inevitable requirement to support the implementation of the goal of carbon peak and carbon neutralization. The plan emphasizes that the industrial sector should accelerate the green and low-carbon transformation and high-quality development, and strive to take the lead in achieving carbon peak It is required to optimize the industrial structure and accelerate the withdrawal of backward production capacity. We will promote low-carbon industrial energy consumption, promote clean and efficient utilization of fossil energy, increase the proportion of renewable energy applications, strengthen power demand side management, and improve the level of industrial electrification. We also clearly proposed to promote the carbon peak of steel and iron industry, non-ferrous metal industry, building materials industry, petrochemical and chemical industry, and said that we will take measures Take strong measures to implement list management, classified disposal and dynamic monitoring of "two high" projects. Industry insiders believe that, driven by the action plan of carbon peak, the merger and reorganization of the industry and the development of green transformation will be further accelerated. Song Jianjun said that taking the iron and steel industry as an example, the layout of iron and steel enterprises should be optimized according to the carrying capacity of resources and environment, focusing on Beijing, Tianjin and surrounding areas, and reducing iron and steel production capacity. The iron and steel production capacity replacement system and air pollution prevention and control in Beijing, Tianjin and Hebei should be strictly implemented The replacement ratio in key areas shall not be less than 1.5:1, and that in other areas shall not be less than 1.25:1. (outlook new era)
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