Located in Sichuan Province The Kola Photovoltaic Power Station in Kela Township, Yajiang County, Garze Tibetan Autonomous Prefecture, is the largest and highest hydro-solar hybrid power station in the world. Photo by Xinhua News Agency reporter Xue Chen
SDIC Xinjiang New Energy Yiwu Photovoltaic + Energy Storage Project. (File photo)
China’s new energy industry has never received such global attention as it does today. This extraordinary “concern” stems from the U.S. government’s hype about the so-called “overcapacity of new energy in China” since this year, with the purpose of imposing more economic and trade restrictions on our country. In fact, the global production capacity layout is a division of labor and cooperation formed by each country based on its own comparative advantages. From the perspective of global market demand, there is no so-called “China’s new energy overcapacity” problem. China’s new energy industry is contributing to the global response to climate change and green development. make a huge contribution to the transformation.
China has abundant wind and solar new energy resources and a firm determination for green and low-carbon development. After long-term research and unremitting accumulation, many new energy technologies and equipment manufacturing levels have led the world, and the world’s largest clean power supply system has been built. New energy vehicles, lithium batteries and photovoltaic products have formed strong competitiveness in the international market. New energy development already has a good foundation.
The Third Plenary Session of the 20th Central Committee of the Communist Party of China emphasized that it is necessary to accelerate the improvement of systems and mechanisms for the implementation of the concept of clear waters and lush mountains, improve the value realization mechanism of ecological products, accelerate the planning and construction of new energy systems, and establish carbon emission statistics. Accounting system, product carbon label certification system, product carbon footprint management system. A series of deployments and requirements have drawn up a blueprint for the development of the new energy industry. How to further comprehensively deepen reforms, promote high-quality development of the new energy industry, continue to lead the global green and low-carbon transformation, and integrate the blueprint into the grand picture of Chinese-style modernization is a must-answer question on the new journey.
Under the spotlight
Yiwu is the world’s largest small commodity distribution center and a “vane” for global small commodity trade. At 10 a.m. every day, foreign businessmen of different skin colors from all over the world pour into Yiwu International Trade City. Nowadays, what attracts them to snap up is not only traditional small commodities, but also the “three new items” of China’s electro-optical lithium.
Electric vehicles, photovoltaic products, lithium batteries… In March last year, China’s first new energy product display and trading professional market built in Yiwu opened for operation. Here, the seaForeign merchants can buy most of the new energy products on the market, ranging from solar lamps worth tens of dollars each to electric cars worth hundreds of thousands of dollars. As long as you walk around the market, you can feel the “fireworks” of the “three new items” that are selling well all over the world.
Fatih Birol, Director of the International Energy Agency, has repeatedly praised: “China has made outstanding achievements in the development of clean energy such as solar energy and wind energy and the electric vehicle industry, and is a champion in the field of clean energy.”
Since this year, China’s new energy industry has frequently appeared in the spotlight of the world stage. Especially when the United States and other Western countries put forward the false proposition of “China’s new energy overcapacity”, it has become the focus of global attention. .
China’s new energy industry has attracted much attention because of its scale.
If you spread out a world energy map, China is the brightest one. Whenever the sun rises, there are hundreds of millions of photovoltaic panels on the land of China to receive the rays of the sun Sugar Daddy and convert them into green electricity , flowing continuously in all directions.
In May last year, reporters who participated in the “Reading China and Entering Inner Mongolia” joint gathering experience activity for Chinese and foreign journalists came to the construction site of the Kubuqi Desert Eco-Photovoltaic Project. They were amazed by the endless photovoltaic panels as far as the eye could see. “Although our country also has photovoltaic power stations, we have never seen such a large-scale and spectacular scene.” Dutch Radio and Television Association reporter Zong John was extremely shocked.
China’s new energy industry has attracted much attention, mainly due to its products.
More than 1,000 years ago, silk, porcelain, and tea made Westerners aware of China. Today, China’s new energy products amaze the world. China has established the world’s most competitive new energy industry chain. Production capacity and export scale in electric vehicles, photovoltaic products, lithium batteries and other fields continue to grow. Many national and international companies rely on new energy products supplied by China. China’s new energy industry has a significant impact on the resilience and security of the global market and supply chain.
Patches of sun on the assembly lineUnder the intelligent distribution of AI, energy cells go through processes such as flexible automated production and AI quality inspection, and finally complete the delivery of component products efficiently… The LONGi Green Energy Photovoltaic Base in Jiaxing, Zhejiang is the first “lighthouse factory” in the global photovoltaic industry. In this factory with an automation rate of over 90%, a photovoltaic module comes off the assembly line every 18 seconds and is shipped to all parts of the world.
“We use digitalization to empower lean manufacturing, Zelanian sugar to reconstruct production relationships and ensure higher Product quality, more efficient delivery services and more agile intelligent manufacturing capabilities.” According to Zhang Haimeng, Vice President of Longi Green Energy, high-quality Chinese new energy products will definitely attract global attention.
China’s new energy industry has attracted much attention because of competition.
As early as 2021, international wind turbine giant Siemens Gamesa revealed that it plans to adjust the global wind turbine sales market layout and consider withdrawing from multiple markets including China. At its peak, the company held 14.5% of the global wind power market share. An important reason why Siemens Gamesa Zelanian Escort intends to retire is that the continuous rise of Chinese companies has led to the continuous compression of its Chinese market share and first-mover advantage. All lost.
“With the rapid rise of China’s new energy industry, trade measures such as tariffs and countervailing investigations against Chinese products have emerged internationally.” An, associate researcher at the Renewable Energy Development Center of the Energy Research Institute of the National Development and Reform Commission Qi analyzed that this aspect reflects Zelanian sugar the European and American governments’ attention to the current market and their sense of urgency to enhance the competitiveness of the local new energy industry. ; On the other hand, it is also due to the increased emphasis and strategic investment in long-term green growth by various countries after the epidemic. For example, the U.S. Inflation Reduction Act plans to provide US$369 billion in investment incentives for energy and climate change projects, and the new energy industry has become a new hot spot of international economic and trade competition.
Compared with the attitudes of European and American governments, European and American industries strongly oppose trade protection. Zelanian Escort Kallenius, chairman of the board of directors of Germany’s Mercedes-Benz Group AG, publicly stated that protectionism will not bring long-term success, and the European industry Challenges should be met with better products, better technology and greater flexibility. “If we seek wealth amid increasing protectionism, we will go astray.”
The BMW Group is also well aware of the importance of free trade for corporate development. Group Chairman Zipse believes that the European Commission’s imposition of tariffs on Chinese electric vehicles is a wrong decision.policy. The imposition of additional tariffs will hinder the development of European car companies and will also harm Europe’s own interests. Trade protectionism is bound to trigger a chain reaction: respond to tariffs with tariffs, and replace cooperation with isolation. The BMW Group is an unswerving supporter of free trade.
“Excellent companies do not want to see a trade war.” According to Angel’s observation, trade confrontation will cause European and American companies to lose more important overseas opportunities. What excellent companies hope to uphold is the principle of fair and open competition, and Competition is not based on trade protection.
Industrial disruption
The rise of China’s new energy industry has not been smooth sailing.
In the 20 years since the early 1970s Newzealand Sugar, three oil crises have occurred in the world, each with Each crisis caused oil prices to rise. Faced with the threat of energy security, developed countries have taken the lead in embracing new energy sources with more abundant and balanced resources. It is precisely after the three oil crises that China’s dependence on foreign oil and natural gas has increased year after year, reaching the current 70% and 40% respectively.
General Secretary Xi Jinping pointed out during an inspection at the Shengli Oil Field in 2021, “As a major manufacturing country, if China wants to develop the real economy, the energy rice bowl must be in its own hands.” Energy security is one of the core logics of China’s development of new energy industry.
In the early 1980s, China’s first solar photovoltaic power station was built and put into operation in Xiaocha Village, Yuanzi Township, Yuzhong County, Gansu Province. The photovoltaic panels of the power station were donated by Kyocera Corporation of Japan. Since then, China has launched technology introduction and demonstration applications with the support of the World Bank and other international organizations, and has included the development of new energy in the national science and technology research and development and industrialization plan. The industrialization of wind power, photovoltaics and new energy vehicles has officially begun.
Zhao Yongqiang, director of the Renewable Energy Center of the Energy Research Institute of the National Development and Reform Commission, remembers that from the 1990s to the beginning of this century, early new energy applications originated from the development of rural energy, including off-grid small wind turbines, Small photovoltaic systems, but at that time, the international community had begun to build large-scale wind power and photovoltaic power stations connected to large power grids. “At that time, we did not have our own core technology and mass production capabilities, so the industry began to cooperate with foreign manufacturers and established development concepts and scientific research foundations.” During this period, my country achieved success in the fields of wind power machines, photovoltaics, and new energy vehicles. It has achieved technological breakthroughs and small-scale demonstration applications in some links.
From the birth of the modern petroleum industry in 1859 to today, international cooperation has always been a powerful driving force for the development of the world’s energy. China’s new energy industry has also developed on the basis of international cooperation.
In 2002, the European Union and its member states formally ratified the “Kyoto Protocol” and set legally binding greenhouse gas emission limits. Developed countries increased their support for new energy, and the European new energy market exploded. Seeing the big “cake” in the European market, Chinese new energy companies have been established one after another.Take Wuxi Suntech as an example. The company’s photovoltaic module exports increased tenfold in 2004. In the same year, a large number of Chinese photovoltaic companies such as Yingli, JA Solar, and Canadian Solar emerged rapidly.
200Zelanian sugar Since 2005, China’s photovoltaic cell production has shown explosive growth, reaching 1,089 megawatts in 2007 , accounting for 27.2% of the world, becoming the world’s largest photovoltaic cell producer.
The domestic new energy market is also beginning to see light. In 2006, China’s Renewable Energy Law was implemented, establishing systems such as total volume targets, mandatory grid access, classified prices, cost sharing, and special funds. In 2007, the “Medium- and Long-term Development Plan for Renewable Energy” was formulated and promulgated, and it was proposed that by 2010, equipment capabilities based on domestic manufacturing equipment should be basically achieved. A series of policies have established stable market expectations for the new energy industry and launched large-scale demonstration applications.
One fact deserves attention. In the early stages of the development of the new energy industry, most countries will adopt subsidies to promote the development of the industry. The subsidy policy is not exclusive to China. In 1993, the Japanese government launched the large-scale “New Sunshine Plan” to implement government subsidies for photovoltaic systems. The initial subsidy reached 70% of the cost of the photovoltaic system. Germany implemented the Renewable Energy Law in 2000 and generously provided high on-grid electricity prices for photovoltaic power generation. Driven by subsidies, Germany’s photovoltaic industry has expanded rapidly, becoming the largest and fastest-growing photovoltaic market in the world.
“Europe’s huge new energy market is inseparable from subsidies.” Tao Ye, deputy director of the Renewable Energy Development Center of the Energy Research Institute of the National Development and Reform Commission, said that it is precisely with the help of overseas markets that China’s new energy has driven large-scale development With the development of industrialization, the industrial chain has been gradually improved.
However, China’s new energy industry has experienced bitter consequences due to its over-reliance on overseas markets.
The global market share of China’s new energy products has increased rapidly, putting European and American companies under unprecedented pressure. In 2012, the United States and the European Union launched anti-dumping and countervailing investigations against Chinese photovoltaic companies. Under the big stick of “double anti-dumping” in Europe and the United States, China’s leading photovoltaic companies have been eliminated one after another.
For industrial development, the market is the scarcest resource. Without overseas markets, we will rely on domestic demand. In 2013, the State Council issued “Several Opinions on Promoting the Healthy Development of the Photovoltaic Industry”, which regarded expanding the domestic market, improving technological levels, and accelerating industrial transformation and upgrading as the fundamental way out and basic foothold for promoting the sustainable and healthy development of the photovoltaic industry. The year before, our country also released the “Energy Saving and New Energy Vehicle Industry Development Plan (2012-2020)”, which established a technical route dominated by pure electric drive and proposed that by 2020, the cumulative production and sales of new energy vehicles will exceed 5 million. vehicle.
New energy policy adjustments have eased the pressure on Chinese companies in overseas markets, and also allowed foreign countries to see the potential of China’s new energy market, as well as China’sChina’s determination to develop new energy sources. The huge domestic market drives the rapid growth of China’s new energy industry.
This is an extremely important stage in the development history of China’s new energy industry. Under the pressure of European and American countries, China’s new energy industry has not only not been crushed, but has become increasingly frustrated. By 2020, China’s new onshore wind power and photovoltaic power generation projects will basically get rid of dependence on state subsidies and achieve grid parity. The installed capacity of wind power and photovoltaic power generation will reach 280 million and 250 million kilowatts respectively, and the proportion of wind and photovoltaic power generation in the country’s power generation will reach 9.5%. New energy vehicles have also entered the stage of large-scale Zelanian sugar demonstration, promotion and application, and the new energy vehicle industry has accelerated its transformation into a market-driven one.
The reason why the Stone Age ended was not that there were no more stones in the world, but that better alternative tools were found. In the face of global climate change, developing new energy to replace traditional energy has become an important way out.
In September 2020, China solemnly announced that it would increase its nationally determined contributions and adopt more powerful policies and measures. It will strive to peak carbon dioxide emissions before 2030 and strive to achieve carbon neutrality before 2060. . The establishment of the “double carbon” goal has provided a broad market space and injected strong development momentum for the development of China’s new energy industry.
As of the end of 2023, China’s new energy and renewable energy power generation installed capacity has exceeded 1.5 billion kilowatts, historically surpassing thermal power installed capacity and becoming the mainstay of power installations. At the same time, China’s new energy production and sales are booming, ranking first in the world in terms of wind power and photovoltaic power generation installed capacity, new energy vehicle sales and ownership, and photovoltaic and new energy vehicle export scale. BYD Zelanian sugar has surpassed Tesla to become the global new energy vehicle sales champion, pushing new energy vehicles into a stage of comprehensive popularization.
Looking back at history, there are multiple reasons for the rise of China’s new energy industry, but it has never departed from the laws of the market.
Li Chuangjun, director of the New and Renewable Energy Department of the National Energy Administration, believes that it is first of all due to the broad market space. my country is the world’s largest energy producer and consumer, with huge power demand and strong demand for new installed capacity, which provides a stage for the development of renewable energy. In 2023, the world’s newly installed renewable energy capacity will be 510 million kilowatts, of which my country’s newly installed capacity will exceed 300 million kilowatts, exceeding the sum of other countries in the world. In addition, active policy support is also an important reason.
The complete manufacturing system provides prerequisites for the new energy industry to “overtake”. China is a country with the most complete industrial categories and the most complete supporting facilities under United Nations standards, which brings advantages to industrial collaboration. In the Yangtze River Delta, through the coordinated development of industrial clusters, a new energy vehicle manufacturer can supply the required supporting parts within a 4-hour drive, forming aThe “4-hour industrial circle” embodies the characteristics of the modern industrial system. Bloomberg New Energy Finance data shows that the annual production capacity cost per gigawatt of building a photovoltaic manufacturing supply chain in Europe and the United States is about US$560 million, while in China it is US$145 million, which is only a quarter of Europe and the United States.
What makes China’s new energy industry successful is not only policy support, historical opportunities, and market advantages, but more importantly, technological innovation. China’s new energy industry continues to achieve cost reduction and efficiency improvement through technological iteration. In 2023, the price per kilowatt of photovoltaic modules in my country has dropped to less than 1,000 yuan, a drop of more than 90% compared to 2010. Today, the cost per kilowatt-hour of wind power and photovoltaic power is more competitive than that of thermal power. The cost of lithium batteries has dropped from 4 yuan per watt hour to 0.4 yuan, a 90% reduction, which has greatly promoted the popularity of new energy vehicles. Repeated technological innovations and rounds of survival of the fittest have enabled Chinese new energy companies to surpass their foreign counterparts step by step.
It can be said that the advantages of China’s new energy products are completely formed under the action of market mechanisms, relying on the huge domestic market and complete industrial system, through full market competition and technological iterative innovation, and are the continuous efforts of Chinese enterprises. result.
China’s contribution
At the end of 2023, the 28th United Nations Climate Change Conference will be held in Dubai, United Arab Emirates. The conference took stock of the implementation of the Paris Agreement for the first time and is therefore regarded as the most important climate conference since 2015. During the conference, although major countries reached several new consensuses on addressing climate change and showed a more positive attitude, there is still a lingering atmosphere of anxiety.
NZ Escorts This sentiment stems from an official assessment of countries’ determined contributions released earlier: Global emissions in 2030 will lead to a warming of 2.1°C to 2.8°C by the end of the century. This could have catastrophic consequences for the world, especially developing countries. In response to this change, major countries are seeking solutions.
Outside the venue, in the desert near Dubai, the world’s largest single-scale solar thermal project built by a Chinese company is concentrating light and heat to generate electricity. More than 70,000 heliostats collectively reflect light to the top of the tower, which is more than 260 meters high. Eventually, the temperature rises to more than 500 degrees Celsius and drives the steam turbine to generate electricity. The tall and dazzling heat-absorbing tower is like a “lighthouse”, giving people in the climate fog a light of hope.
“China’s new energy industry has developed real skills in open competition and represents advanced production capacity. It not only enriches global supply and alleviates global inflationary pressure, but also contributes to the global response to climate change and green transformation. Huge contribution.” General Secretary Xi Jinping pointed out profoundly.
——Enrich global new energy supply and reduce costs.
After the Russia-Ukraine conflict, European natural gas and electricity prices skyrocketed. Photovoltaic modules, small wind turbines, and energy storage systems from China have become EuropeanIt is an important source of daily electricity, effectively reducing energy costs. Heat pumps produced in China are in short supply.
In 2023, the total exports of China’s “three new items” of foreign trade, new energy vehicles, photovoltaic products, and lithium batteries, will exceed the trillion yuan mark. Among them, the production and sales of new energy vehicles both exceeded 9 million units, ranking first in the world for nine consecutive years.
In fact, before China New Energy Newzealand Sugar products went global, new energy was a “luxury” in many countries “products” are completely unable to compete with traditional energy sources such as coal, oil and gas. As China’s new energy products “fly into the homes of ordinary people”, they have become Europe’s magic weapon against rising oil and gas prices, and they are also the basis for the survival of people without electricity in sub-Saharan Africa.
“I am deeply impressed by China’s new energy power generation projects. Areas that previously achieved economic development through underground resources such as coal and natural gas now follow low-carbon policies to develop new energy and use this to achieve regional economic development. People are surprised. The world is connected and the supply chain cannot be separated. I hope China and South Korea can have deeper energy cooperation.” Kim Kwang-soo, a Korean economic journalist who has been observing the Chinese economy for many years, feels strongly.
The International Renewable Energy Agency report pointed out that in the past 10 years, the average LCOE of global wind power and photovoltaic power generation projects has dropped by more than 60% and 80% respectively, a large part of which is attributed to Chinese innovation and Chinese manufacturing. , China Engineering.
“China has made dual contributions to the world’s clean energy transformation.” Fatih Birol pointed out that China not only develops renewable energy on a large scale domestically, but also reduces the cost of energy through large-scale deployment of clean energy. The global cost of using green technologies makes renewable energy use affordable and accessible.
——To help the world cope with climate change and achieve green transformation.
New energy products with high quality and low price go abroad and become China’s contribution to combating global climate change.
China’s wind power and photovoltaic products have been exported to more than 200 countries and regions, with cumulative export volumes exceeding US$33.4 billion and US$245.3 billion. According to data from the International Energy Agency, China’s renewable energy power generation will directly reduce carbon emissions by approximately 2.26 billion tons in 2022, and its exported wind power and photovoltaic products will reduce carbon emissions by approximately 570 million tons for other countries, with a total emission reduction of 2.84 billion tons, an increase of 2.2% from 2012. times. It is estimated that China’s contribution to global carbon emission reductions from renewable energy generation reaches 41%, which is equivalent to the United States, Canada, India, and Germany respectivelyNewzealand Sugar is 2.5 times, 4.1 times, 7.0 times, and 8.6 times that of China. The development of China’s new energy industry leads the adjustment of the global energy structure and effectively promotes the sustainable development of the United Nations. Goal achieved.
“China has become an indispensable force in the development of clean energy in the world. “Pan Huimin, deputy director of the New and Renewable Energy Department of the National Energy Administration, said that in terms of investment, Chinese companies’ overseas clean energy investments are spread across major countries and regions, and on the basis of mutual benefit and win-win, they have supported relevant countriesNewzealand Sugar Energy green and low-carbon development. In terms of industry, China continues to promote the integration of technology and product innovation into the global clean energy industry chain, and continues to share high-quality clean energy products with the world .
——Promote global technological progress and lead changes.
For a long time, China has continuously promoted new energy technology innovation, and many core technologies were first launched or invested in large-scale efforts by Chinese companies. Use. In the field of photovoltaic, China will find out whether the bride is the daughter of the Lan family or not when she gets home, worships heaven and earth, and enters the bridal chamber. He is basically idle here, feeling a little nervous, or Photovoltaic power generation technology is rapidly iterating and has repeatedly set world records for battery conversion efficiency; in the field of wind power, China is at the international leading level in the research and development of large-capacity units, the application of long blades and high towers, and is also developing high-power wind turbines and ultra-low wind speed wind turbines. , deep-sea wind power technology and other fields continue to make breakthroughs; in the field of equipment manufacturing, China has built the world’s largest, most complete and competitive new energy industry chain and supply chain, and has cultivated a number of world-class energy equipment manufacturing companies.
It is the scale effect of China’s new energy industry that has significantly reduced costs and the time for the popularization of new technologies, helping the world accelerate innovation.
——Promote global energy cooperation and create opportunities.
At the 2023 Beijing International Wind Energy Conference and Exhibition, more than 1,000 companies from more than 30 countries and regions participated in the exhibition, of which foreign-funded companies accounted for nearly one-third, covering all aspects of the wind power industry chainNewzealand Sugar. German, Danish and Norwegian companies have also formed groups to seek cooperation opportunities in China.
“Behind the growth of China’s wind power industry. The painstaking efforts of policymakers and the continuous struggle of generations of wind energy people have also largely benefited from European products, experience and funds. “Qin Haiyan, Secretary General of the Wind Energy Professional Committee of the China Renewable Energy Society, said that China’s wind power industry chain is a highly internationalized industry chain. China has always adopted an open and inclusive cooperative attitude to support European companies to deeply participate in the development of China’s wind power. China’s wind power industry is in international cooperation benefit from it, alsoIt provides a large number of market opportunities and broad development space for the growth of foreign-funded enterprises.
Currently, China has cooperated with more than 100 countries and regions on green energy projects. Clean, efficient and high-quality green energy projects and new energy products have effectively solved the problems of difficult and expensive electricity use in relevant countries and regions, assisted the development of local industries, and contributed to the elimination of energy poverty and the implementation of the United Nations “Sustainable Energy for All” energy” global development goals.
The road ahead is long
How much new energy is needed to achieve peak carbon neutrality?
Reducing carbon emissions is the main path to achieve carbon neutrality, and using new energy to replace fossil energy is a top priority. As long as the carbon emission problem is not solved, the demand for new energy will not stop.
According to estimates by the International Energy Agency, global demand for new energy vehicles will reach 45 million units in 2030, more than three times global production in 2023, and nearly five times China’s production in 2023; global power batteries in 2030 Demand will reach 3.5 billion kilowatt-hours, more than four times global shipments in 2023 and more than five times China’s output in 2023. According to calculations by the International Renewable Energy Agency, in order to achieve the goals of the Paris Climate Agreement, the global cumulative installed photovoltaic capacity in 2030 The capacity needs to exceed 5.4 billion kilowatts, which is nearly four times the global cumulative installed capacity in 2023 and about nine times China’s cumulative installed capacity in 2023. Obviously, for the new energy industry, from a global perspective, it is not that there is excess production capacity, but that it is far from enough.
China’s need to vigorously develop new energy industries is even more urgent. “China’s Sugar Daddy carbon peak carbon neutrality action will achieve the world’s highest reduction in carbon emission intensity.” Angel said, On average, China will achieve emissions reductions approximately every seven years during this period, which is equivalent to the current total carbon emissions of the European Union. Such depth and speed of emission reduction requires hard work and the continued large-scale development of new energy sources. “In the long term, China’s maintenance of moderately abundant new energy production capacity and continuous innovation capabilities is not only an inevitable need to achieve carbon neutrality internally, but also provides opportunities for accelerating the global low-carbon transformation.”
The scale of new energy has further increased. As you move up, you will face more challenges.
Looking at the application, new energy power generation “depends on the weather”, which greatly increases the power system Zelanian Escort operation risks and NZ EscortsAccommodate the difficulty.
Shan Baoguo, deputy general manager of the State Grid Energy Research Institute, analyzed that the current penetration rate of new energy power generation in my country is only 16%. As the penetration rate increases, it will bring greater pressure to the entire system. “Now we can still use electricityThe adjustment ability of the force system itself must be solved, and it will become more and more difficult in the future. ”
Industrial development has not always been a success, but has also gone through troughs. New energy installed capacity has continued to grow at a high speed, which once led to increased consumption pressure in some areas, and the problem of abandoning wind and light began to appear, and it intensified year by year. 2016 The annual average utilization rate of new energy has dropped to 84%, the lowest level in history. Since 2019, my country has vigorously promoted the construction of cross-provincial transmission channels, strong backbone grids and distribution networks, continuously improved the power system regulation capabilities, and expanded the new energy market. Trade electricity efficiently and promote the efficient use of new energy. In 2023, the national wind power utilization rate will be 97.3%, and the photovoltaic power generation utilization rate will remain at a high level.
Looking at manufacturing, key mineral resources and core technical equipment are still in place.
Compared with fossil energy, new energy is green and low-carbon, has extremely low marginal cost, is ubiquitous and never exhausted, and is an ideal energy source for the sustainable development of human society. However, new energy is huge. Large-scale deployment amplifies its “weakness” – do we NZ Escorts have enough resources to support a huge new energy system?
As an upstream raw material for the new energy industry, lithium mineral resources are becoming more and more important in the industrial chain and supply chain, and are known as “white oil”. Zhang Yongwei, vice chairman and secretary-general of the China Electric Vehicles Association of 100, said that my country’s power batteries Sugar Daddy The core upstream resource reserves of the industry chain are limited and highly dependent on foreign countries. Among them, lithium resources are more than 70% dependent on foreign countries; nickel and The external dependence of cobalt has been above 80% for a long time. Large multinational giants in Europe and the United States have long-term and indirect control of a large amount of high-quality lithium, cobalt, and nickel mineral resources. Once market fluctuations occur, it will increase the cost of resource acquisition for Chinese enterprises and reduce the cost of power battery products. Competitiveness.
The “Key Minerals Market Review 2023” report released by the International Energy Agency states that in With the explosive growth in the application of clean energy technologies, the demand for key minerals represented by lithium, nickel, cobalt, and copper has surged. If the problem of safe and stable supply of key minerals is not solved, key minerals have become an important cornerstone of the green and low-carbon energy transformation. The goal of achieving carbon neutrality will be elusive.
If key minerals are the “ballast” for the development of the new energy industry, then core technologies and equipment determine the “ceiling” of industrial development.
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In terms of key technologies for intelligent connected new energy vehicles, although domestic chips are in the stage of development, they still rely heavily on domestic automotive operations for key aspects such as chip EDA design software, important IP and chip manufacturing. The system has a low domestic market share, and the autonomous driving operating systemThe core technologies of the system, such as the kernel and functional software, have not yet been independently controllable. “In the process of converting functional products into smart products, if there is no operating system, no matter how powerful the chip is, what if Qibao said?” Pei Xiang frowned. No matter how good the car is, it’s just like building a high-rise building on the beach. The lack of operating system will be a fatal problem. “Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese People’s Political Consultative Conference, is very worried about this.
The same goes for wind power and photovoltaics. Tao Ye said that the current global new energy technology updates are iterative, such as the photovoltaic industry from polycrystalline silicon to monocrystalline silicon, heterogeneous Disruptive technologies such as junction batteries, thin film batteries, and perovskite batteries appear almost every five years. If our country loses its technological leadership in disruptive technologies, our country’s photovoltaic industry may face the risk of being overtaken.
Looking at the market, the risk of disorderly competition cannot be ignored.
In the first six months of this year, both photovoltaic products and lithium batteries appeared in our country. To be sure, she asked her mother and Caixiu again, and the answers they got were the same. She had the same idea. Caiyi had no scheming, so the maid who was dowry decided to choose Caixiu and Caiyi. It happened that the export volume of Caiyi increased, but the export volume dropped sharply. Due to the price war among some domestic manufacturers, Vicious competition once formed a chaotic and disorderly export “price war” situation. Under the “price war”, many companies’ profits fell or even suffered losses, and the number of arrears among companies increased, which in turn affected and impacted the stability of the industrial chain and supply chain. This issue must be paid attention to.
“Quick price” may sound like a good thing at first, but in fact it hides a trap. Wan Gang, chairman of the China Association for Science and Technology, believes that companies should not focus on low prices at present. In terms of competition, although it can occupy a larger market share in a certain period, it will ultimately return to product quality. Through healthy competition, high-quality development is the long-term solution.
Senior Vice President of Geely Holding Group. President Yang Xueliang said frankly that China’s motorcycle industry has gone through a path similar to that of today’s automobile industry. Once, all of Southeast Asia was produced in China. Nowadays, Chinese motorcycles are almost invisible in Southeast Asia because of crazy price wars and compressed profits. and quality space. This phenomenon must be changed, and China’s new energy industry cannot make the same mistake as motorcycles.
Riding on the momentum
For my country’s energy industry. General Secretary Xi Jinping clearly pointed out that “we must follow the trend and take advantage of it, promote the high-quality development of new energy in our country with greater efforts, provide safe and reliable energy guarantee for Chinese-style modernization, and serve the common good” Make greater contributions to building a clean and beautiful world.”
Promoting the high-quality development of new energy with greater intensity is a long-term systematic project that requires overall planning and coordinationNZ Escorts cooperate to increase innovation, deepen cooperation, and continue to promote new energy technology progress and industrial development.
——Vigorously strengthen top-level design.p>
As the world’s largest energy producer and consumer, if my country wants to achieve the “double carbon” goal in the process of promoting modernization and better complete the two major tasks of ensuring energy security and promoting green and low-carbon development, it must be in the process of energy transformation. In the process, we should unswervingly implement the new development concept, adhere to planning first, do a good job in overall planning, and pay attention to the handling of new energy and traditional energy. Zelanian Escort, the relationship between the overall situation and the local area, the government and the market, energy development and conservation and utilization, etc., promote the high-quality development of the new energy industry.
Lu Wenbin, director of the Energy Research Institute of the National Development and Reform Commission, suggested coordinating and promoting the “15th Five-Year Plan” new energy system planning and planning research in various fields such as power planning and renewable energy planning, and strengthening energy planning and land space. Planning, ecological and environmental protection planning, etc., accelerate the construction of large-scale wind power and photovoltaic bases, comprehensively promote the development and utilization of distributed renewable energy, improve the responsibility weight system for renewable energy consumption, promote new energy power generation to enter the market in a safe and orderly manner, and implement renewable energy substitution Take action to vigorously promote green energy consumption and continue to promote the high-quality development of the new energy industry.
——Solidly promote infrastructure construction.
Good infrastructure construction layout is an important guarantee for whether the new energy industry can go far. Compared with fossil energy, new energy is intermittent, random, volatile, and more dependent on infrastructure. In recent years, due to insufficient power transmission channels, it has been difficult to deliver new energy in some areas; due to an insufficient number of charging piles, difficulty in charging is also a common problem reported by electric vehicle owners. All these show that my country’s new energy infrastructure construction is still lagging behind.
To adapt to the needs of energy transformation, we must further build new energy infrastructure networks, implement renewable energy substitution actions, and consolidate the foundation for national new energy development and security. Du Zhongming, director of the Electric Power Department of the National Energy Administration, said that in order to improve the new energy consumption capacity of the power system, it is necessary to accelerate the construction of new energy supporting grid projects and urge grid companies to optimize the network connection process to provide strong support for new energy consumption. On this basis, we will actively promote the improvement of system adjustment capabilities and the coordinated development of network sources, and give full play to the role of the power grid resource allocation platform. In order to meet the requirements for large-scale development of distributed new energy, it is necessary to strengthen the construction and transformation of distribution network, build a strong and flexible grid, enhance the level of intelligence, and improve the dispatching and operation mechanism.
——Accelerate the promotion of energy technology innovation.
With the rapid advancement of global energy green and low-carbon transformation, a world where “technology is resources” is coming to us. In this wave of transformation, emerging technologies will become the core driving force and promote the energy industry.Shift from resource and capital dominance to technology dominance. In recent years, major countries in the world have regarded technological innovation as an important breakthrough in promoting energy transformation, and have actively formulated various policies and measures to seize the commanding heights of development. Digital technological innovations such as the Internet of Things, big data, and artificial intelligence have also brought new opportunities to energy development and accelerated the replacement of new energy sources. In this process, TNB, a leader in technological innovation, has gained maximum benefits from the global energy transformation and enhanced its international influence.
Compared with the world’s energy technology powers, and compared with the requirements to lead the energy revolution, there is still a clear gap in my country’s energy technology innovation. Energy technology Sugar Daddy awaits a breakthrough. For example, key components, special software, core materials, etc. rely heavily on foreign countries, and there are few original, leading, and disruptive technologies in the energy field. In the next step, we must focus on key areas and major needs in energy, focus on breakthroughs in key technical and equipment shortcomings in the energy field, accelerate research on rapidly emerging forward-looking and disruptive technologies, new business formats, and new models, and form a number of new advantages in energy long-term technologies. . At the same time, we will further improve the energy science and technology innovation system that meets the requirements of high-quality development, cultivate energy technology and its related industries into new growth points that drive industrial upgrading, and promote the development of new quality productivity.
——Comprehensively strengthen international cooperation.
“The fragmentation of the world is a huge obstacle in the global clean energy transformation.” In Fatih Birol’s view, fairness, clarity, and transparency in international energy cooperation are crucial. He called on all countries to cooperate in a fair and transparent manner to reduce the cost of clean energy transition.
New energy is a highly internationalized industry, and strengthening international cooperation is the common path for the development of new energy industries in all countries. Wang Qing, deputy director of the Institute of Market Economics of the Development Research Center of the State Council, said that judging from international experience, major automobile exporting countries such as Germany, Japan, and South Korea have also experienced trade frictions, tariffs and non-tariff barriers, and the final export volume remained at 4″ No!” Lan Yuhua suddenly screamed, grabbing her mother’s hand tightly with her backhand, so hard that her knuckles turned white, and her pale face instantly became even paler and lost all color. 500,000 to 4.7 million vehicles, accounting for about 5% of global automobile production. Even taking into account the development of new energy vehicles, my country’s automobile export volume is actually close to a roughly balanced level, and the window period for rapid growth in vehicle exports is also shrinking.
In addition to accelerating the layout of global production bases, Wang Qing suggested that in the future, my country should improve its overseas technology, data, and trade barrier response capabilities, build a complete logistics, financial and other support systems, and further improve the standard system. and docking and other aspects to promote the internationalization process of the automobile industry.
The essence of international cooperation is complementary advantages and mutual benefit. All parties have extensive common interests and huge space for cooperation in the green transformation. “China hopes to work with all parties to adhere to the basic principles of market economy of fair competition and open cooperation and jointly achieveImprove our clean energy industry chain and supply chain, share knowledge and experience, and make due contributions to the global green and low-carbon transformation. “said Zhang Jianhua, Director of the National Energy Administration.
The progress of human civilization has always been accompanied by the substitution and revolution of old and new energy. From wood to coal to oil and gas, every reconstruction of the energy system releases huge Energy, reshape the world order, and promote global economic and social development. In the face of increasingly severe climate change, mankind is once again at the crossroads of energy transformation. It has become the current international community to actively develop new energy and promote economic and social green and low-carbon transformation. There is a general consensus to respond to global climate change. The global green and low-carbon transformation provides a rare historical opportunity for the development of China’s new energy industry. Looking to the future, China’s new energy industry will increase innovation and research and development, continue to promote industrial upgrading, and remain steadfast despite wind and rain. Achieve high-quality development (Reporters Xu Han, Yang Zhongyang and Wang Yichen)