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, it is not only traditional small commodities that attract them to snap up, but also “three new Zelanian sugars” 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, overseas merchants can buy most of the new energy products on the market, ranging from solar lamps costing tens of yuan each to electric cars costing hundreds of thousands of yuan each. 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 that receive the sun’s rays and convert them into green electricity. A steady stream of water flows in all directions.
In May last year, reporters who participated in the “Read China·Enter Inner Mongolia” joint gathering experience activity for Chinese and foreign journalists came to the construction site of the Kubuqi Desert Eco-Photovoltaic Project and 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.
Data show that China’s new energy power generation installed capacity continues to expand, from less than 100 million kilowatts in 2013 to over 1 billion kilowatts in 2023, completing a 10-fold increase and accounting for more than one-third of the world’s total. one. Among them, new installed capacity of new energy in 2023 alone will be 290 million kilowatts, equivalent to the cumulative installed capacity of new energy in the United States. From the desert Gobi in the northwest to the blue sea in the east, from the steep mountains and valleys to the vast lowland plains, wind power and photovoltaics have “grown”. According to the latest news, as of the end of June, China’s new energy power generation installed capacity has exceeded coal power for the first time.
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. The production capacity and export scale of electric vehicles, photovoltaic products, lithium batteries and other fields continue to grow, and many countries and international companies rely on China to supply Newzealand Sugar New energy products, China’s new energy industry has a significant impact on the resilience and security of the global market and supply chain.
Under the intelligent distribution of AI, the solar cells on the assembly line go through processes such as flexible automated production and AI quality inspection, Zelanian sugar Finally completed the delivery of component products efficiently… Longi Green Energy Photovoltaic Base located in Jiaxing, Zhejiang is the first “lighthouse factory” in the global photovoltaic industry. In this highly automated In more than 90% of factories, a photovoltaic module comes off the production line every 18 seconds and is shipped to all parts of the world.
“We use digitalization to empower lean manufacturing, restructure production relationships, and ensure higher quality. product quality, more efficient delivery services and more agile intelligent manufacturing capabilities. “In the view of Zhang Haimeng, Vice President of Longi Green Energy, high-quality Chinese new energy products will inevitably attract global attention.
China’s new energy industry has attracted much attention because of competition.
As early as 2021 In 2019, international wind turbine giant Siemens Gamesa revealed that it planned to adjust its global wind turbine sales market layout and consider withdrawing from multiple markets, including China. At its peak, the company once held a monopoly of 14.5% of the global wind power market share. The important reason for the dissatisfaction is that the continuous rise of Chinese companies has led to the continuous compression of their market share in China and the loss of first-mover advantages.
“With the rapid rise of China’s new energy industry, tariffs on Chinese products have emerged internationally. , countervailing investigations and other trade measures. “An Qi, an associate researcher at the Renewable Energy Development Center of the Energy Research Institute of the National Development and Reform Commission, analyzed that on the one hand, this reflects the European and American governments’ focus on the current market and their sense of urgency to enhance the competitiveness of the local new energy industry; on the other hand, it also stems from After the epidemic, countries have increased their emphasis on long-term green growth and strategic investment. 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 in international economic and trade competition.
Compared with the attitudes of European and American governments, European and American industries strongly oppose trade protection. 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 that European industries should. Responding to challenges with better products, better technology and greater flexibility “If we seek wealth amid growing protectionism, we are on the wrong track. ”
The BMW Group is also well aware of the importance of free trade for corporate development. Group Chairman Zipzer believes that the European Commission’s imposition of tariffs on Chinese electric vehicles is a wrong decision. The imposition of additional tariffs will hinder The development of European car companies will also harm Europe’s own interests. Trade protectionism will inevitably trigger a chain reaction: responding to tariffs with tariffs and replacing cooperation with isolation.
” Good companies don’t 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 outstanding companies hope to uphold is the principle of fair and open competitionNewzealand Sugar, rather than based on tradeProtected competition.
Industrial disruption
The rise of China’s new energy industry has not been smooth sailing.
In the 20 years since the early 1970s, three oil crises have occurred in the world, and each crisis has 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, China must develop its real economy and the energy job 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 in YuZelanian Escort Zhongxian Yuanzi Xiangxiaocha Village was built and put into operation. 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 promoted the development of world energy. Strong driving force, 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.
Since 2005, China’s photovoltaic cell output has shown explosive growth, reaching 10% in 2007.With 89 MW, accounting for 27.2% of the world’s total, it has become 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 Zealand-sugar Plan” to implement government subsidies for photovoltaic systems. The initial subsidy reached photovoltaic 70% of the system cost. 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 NZ Escorts 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.
The adjustment of new energy policies has eased the pressure on Chinese companies in overseas markets, and also allowed foreign countries to see the potential of China’s new energy market and China’s determination to develop new energy. The huge domestic market drives the rapid growth of China’s new energy industry.
In ChinaThis is an extremely important stage in the development history of the 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 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 New Energy’s Zelanian sugar production and sales are booming, with wind power and photovoltaic power generation installed capacity, new energy vehicle sales and ownership, photovoltaic and new The export scale of energy vehicles ranks first in the world. BYD has surpassed Tesla to become the world’s 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 been divorced 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 a modern industryNewzealand Sugar system features the “4-hour industry circle”. Bloomberg New Energy Finance data shows that construction in Europe and the United StatesAssuming the photovoltaic manufacturing supply chain, the annual production capacity cost per gigawatt 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 China’s Sugar Daddy new energy companies to surpass their foreign counterparts step by step.
It can be said that the advantages of China’s new energy products Sugar Daddy are entirely under the influence of market mechanisms and relying on the huge domestic The market and complete industrial system are formed through full market competition and technological iterative innovation. They are the result of the continuous efforts of Chinese enterprises.
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.
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 degrees Celsius to 2.8 degrees Celsius 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 heat to generate electricity. 7Sugar Daddy More than 10,000 heliostats reflect light to the top of the tower more than 260 meters high, eventually heating it to more than 500 degrees Celsius. Drive 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 fans, and energy storage systems from China have become an important source of daily electricity in Europe, 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 Zelanian Escort, before China’s new energy products went global, new energy was a “luxury” in many countries “product”, 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 respectively. 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 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%, equivalent to that of the United States, Canada, and India. But she understood everything in an instant. Wasn’t she just sick in bed? It was natural to have a bitter medicinal taste in her mouth, unless those people in the Xi family really wanted her to die. German 2.5 times, 4.1 times, 7.0 times, 8.6 times. The development of China’s new energy industry leads the adjustment of the global energy structure and effectively promotes the realization of the United Nations Sustainable Development Goals.
“China has become an indispensable force in the development of clean energy in the world.” Pan Huimin, deputy director of the Department of New and Renewable Energy of the National Energy Administration, said that in terms of investment, Chinese enterprises overseas ://newzealand-sugar.com/”>NZ Escorts Foreign clean energy investments are spread across major countries and regions, supporting the green and low-carbon energy development of relevant countries on the basis of mutual benefit and win-win results. 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 change.
For a long time, China has continuously promoted new energy technology innovation, and many core technologies were first launched by Chinese companies or put into large-scale use. In the field of photovoltaics, China’s 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 and the application of long blades and high towers, Zelanian sugar and continues to make breakthroughs in the fields of high-power wind turbines, ultra-low wind speed wind turbines, and deep-sea wind power technology; in the field of equipment manufacturing, China has built the world’s largest, The most complete and competitive new energy industry chain supply chain has cultivated a number of world-class energy equipment manufacturing enterprises.
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 chain. . Companies from Germany, Denmark, and Norway have also organized groups to seek cooperation opportunities in China.
“Behind the growth of China’s wind power industry are the dedicated efforts of policymakers and the continuous struggle of generations of wind energy people. It also largely benefits from European products, experience and funds.” China Renewable Energy Society Qin Haiyan, secretary-general of the Wind Energy Professional Committee, said that China’s wind power industry chain is a highly internationalized industry chain. China has always adopted an open and inclusive cooperative attitude and supports European companies to deeply participate in China’s wind power development. China’s wind power industry has benefited from international cooperation and has also provided 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, high-quality green energy projects and new energy products have effectively solved the problems of difficult and expensive electricity consumption in relevant countries and regions, assisted the development of local industries, and providedContribute to the elimination of energy poverty and the implementation of the United Nations’ global development goal of “sustainable energy for all”.
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 carbon peak carbon neutrality action will achieve the highest reduction in carbon emission intensity in the world.” Angel said that on average, the amount of emission reductions China will achieve every seven years during this period is equivalent to the current EU carbon emissions. total amount. 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 to accelerate 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 operation risks and consumption difficulties of the power system.
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 it can still be solved through the power system’s own adjustment capabilities, but it will become more and more difficult in the future.”
Industrial development has not always been a success, but has also gone through troughs. The continued rapid growth of new energy installed capacity has once led to increased consumption pressure in some areas, and the problem of wind and light abandonment has begun to appear, and has intensified year by year. In 2016, the average utilization rate of new energy dropped to 84%, the lowest level in history. Since 2019, my country has vigorously promoted the construction of inter-provincial power transmission channels, strong backbone grids and distribution networks, continuously improved the power system regulation capabilities, expanded the market-based trading of new energy, and promoted 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 be 98%, maintaining high levels.
Looking at manufacturing, there are still bottlenecks in key mineral resources and core technical equipment.
Compared with fossil energy, new energy is green, low-carbon and has marginal cost.With low cost, ubiquitous resources and never exhaustion, it is an ideal energy source for the sustainable development of human society. However, the large-scale deployment of new energy has amplified its “weakness” – do we 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 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 core upstream resource reserves in the power battery industry chain Zelanian Escort are limited and dependent on foreign countries. High degree. Among them, the external dependence of lithium resources exceeds 70%; the external dependence of nickel and cobalt has been above 80% for a long time. Large European and American multinational giants Newzealand Sugar have long-term and indirect control over a large amount of high-quality lithium, cobalt, and nickel mineral resources. Once market fluctuations occur, they will increase their The resource acquisition costs of Chinese enterprises have reduced the cost competitiveness of power battery products.
The “Key Minerals Market Review 2023” report released by the International Energy Agency pointed out that at a time when the application of clean energy technologies is experiencing explosive growth, the demand for key minerals represented by lithium, nickel, cobalt, and copper has surged. . Key minerals have become an important cornerstone of the green and low-carbon transformation of energy. If the issue of safe and stable supply of key minerals is not resolved, the goal of carbon neutrality will be elusive.
If key minerals are the “ballast stone” for the development of the new energy industry, then core technologies and equipment determine the output. This was their most serious mistake because they did not issue a ban first and did not expect the news. Word spread so quickly that their daughter would make such a violent decision. After learning about this, the “ceiling” of industry development.
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 foreign countries for key aspects such as chip EDA design software, important IP and chip manufacturing. Domestic automotive operating systems have a low domestic market share, and core technologies such as the core and functional software of autonomous driving operating systems have not yet been independently controllable. “In the process of converting functional products to smart products, if there is no operating system, no matter how powerful the chip is, no matter how good the car is, They are all building high-rise buildings on the beach. The lack of operating systems will be a fatal problem,” said Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese People’s Political Consultative Conference.
The same goes for wind power and photovoltaics. Tao Ye said that the current global new energy technology is constantly updated and iterated. For example, the photovoltaic industry has changed from polycrystalline silicon to monocrystalline silicon, heterojunction cells, thin film cells, and perovskite cells. Disruptive technologies appear almost every five years. If our country loses its technological leadership in the field of disruptive technologies, we willChina’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, my country’s photovoltaic products and lithium batteries both experienced a “strange phenomenon” in which the export volume increased, but the export volume dropped significantly. Due to fierce price wars and vicious competition among some domestic manufacturers, a chaotic and disorderly export “price roll” situation was once formed. Under the “price war”, many companies’ profits have declined or even suffered losses, and the number of arrears among companies has increased, which has affected and impacted the stability of the industrial chain and supply chain. ThisNZ EscortsThe problem must be taken seriously.
“Volume 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 currently enterprises should not focus on low-price competition. Although they can occupy a larger market share in a certain period, they must ultimately return to product quality and achieve high-quality development through healthy competition. That’s the long-term solution.
Yang Xueliang, senior vice president of Geely Holding Group, said frankly that China’s motorcycle industry has also gone through a path similar to that of today’s automobile industry. At one time, all of Southeast Asia was made of motorcycles produced in China. Nowadays, Chinese motorcycles are almost invisible in Southeast Asia. The reason is that they are engaging in crazy price wars and compressing profits and quality space. This phenomenon must be changed, and China’s new energy industry cannot make the same mistakes as motorcycles.
Riding on the trend
Regarding the series of challenges facing my country’s energy development, General Secretary Xi Jinping clearly stated, “We must take advantage of the trendNewzealand Sugar, take advantage of the situation, promote the high-quality development of new energy in our country with greater efforts, provide safe and reliable energy guarantee for China-style modernization construction, and serve the common people Make greater contributions to building a clean and beautiful world.”
Promoting the high-quality development of new energy with greater efforts is a long-term systematic project that requires overall planning and coordination, increasing innovation, deepening cooperation, and continuing to promote new energy technology progress and industrial development.
——Vigorously strengthen top-level design.
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 energy sector. During the transformation process, we must unswervingly implement the new development concept, insist on planning first, do a good job in overall planning, pay attention to the relationship between new energy and traditional energy, the overall situation and the local area, the government and the market, energy development and conservation and utilization, and promote the new energy industry. High quality development.
Lu Wenbin, director of the Energy Research Institute of the National Development and Reform Commission, suggested coordinating and promoting planning research in various fields such as the “15th Five-Year Plan” new energy system planning and power planning, renewable energy planning, and strengtheningEnergy planning is connected with land and space planning, ecological and environmental protection planning, etc., accelerating the construction of large-scale wind power and photovoltaic bases, comprehensively promoting the development and utilization of distributed renewable energy, improving the responsibility weight system for renewable energy consumption, and promoting the steady and orderly entry of new energy power generation into the market. Implement renewable energy substitution actions, 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 transmission channels, it has been difficult to deliver new energy in some areas; due to an insufficient number of charging piles, charging has also been difficult NZ Escorts is an electric car owner Commonly reported issues. 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 Sugar Daddy build a new energy infrastructure network and implement renewable energy substitution actions , and lay a solid foundation for the country’s 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 regulation 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.
—Sugar Daddy—Accelerate energy technology innovation.
With the rapid advancement of green and low-carbon transformation of global energy, Zelanian sugar a world where “technology is a resource” is becoming Come towards us. In this wave of transformation, emerging technologies will become the core driving force, promoting the transformation of the energy industry from resource and capital-led to technology-led. 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 science and technology powers, and leading the energy revolutionCompared with the requirements, there is still a clear gap in my country’s energy science and technology innovation, and energy technology needs to make breakthroughs. 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 research and breakthroughs in major shortcomings in technology and equipment 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 technology innovation system that meets the requirements of high-quality development, and cultivate energy technology and related NZ Escorts industries into driving industries. Upgrade new growth points 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 also experienced trade frictions, tariffs and non-tariff barriers, and the final export volume remained at 4.5 million. to 4.7 million vehicles, accounting for approximately 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, and build a complete logistics, financial and other support systemsNewzealand Sugar, and further efforts will be made to improve and connect the standard system to promote the internationalization 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, jointly improve our clean energy industry chain and supply chain, share knowledge and experience, and make due contributions to the global green and low-carbon transformation.” National Energy Bureau Director Zhang Jianhua said.
The progress of human civilization has always been accompanied by the replacement and revolution of new Sugar Daddy old 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. Facing increasingly severe climate change, mankind once again stands at the crossroads of energy transformation. Actively developing new energy and promoting the green and low-carbon transformation of the economy and society have become the general consensus of the international community in response 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 will not be afraid of wind and rain, and will unswervingly achieve high-quality development. (Reporters Xu Han, Yang Zhongyang, Wang Yichen)