Clean energy industry ushered in a new round of development opportunities

Original title: The path of "carbon peak and carbon neutrality" in the four major industries including iron and steel is gradually clear.

Original source: Securities Daily

Our reporter: Bao Xing'an and Xu Yiming

Moderator Chen Wei: Achieving carbon peaks and carbon neutrality is a broad and profound economic and social change, which puts forward new requirements on the energy structure.

In order to achieve the goal of carbon peak and carbon neutrality, industries such as steel, electric power, petrochemical, and coal are accelerating their transformation.

Many industry insiders interviewed by a reporter from the Securities Daily believe that the country's vigorous promotion of carbon peaking and carbon neutrality can prompt relevant listed companies to increase emission reduction efforts, and clean energy industries such as wind power and nuclear power will usher in a new round of development opportunity.

The carbon peaking action plan for the steel industry is clear

Listed steel companies will promote green and low-carbon development

The iron and steel industry is an important basic industry of my country's national economy and an important field for achieving green and low-carbon development.

At the 17th Iron and Steel Industry Development Strategy Conference held recently, Li Xinchuang, Secretary of the Party Committee and Chief Engineer of the Metallurgical Industry Planning and Research Institute revealed that the "Iron and Steel Industry Carbon Peak and Carbon Reduction Action Plan" is being prepared and has been revised and improved.

　　Song Xiangqing, deputy dean of the Institute of Government Management of Beijing Normal University and director of the Industrial Economic Research Center, told a reporter from the Securities Daily that the steel industry is a leading industry in the national economy and affects the development of almost all manufacturing industries.

　　According to data from Eastern Fortune Choice, as of April 25, there were 36 A-share listed companies in the steel industry.

　　In the 2020 annual report, HBIS proposed to follow up on the national carbon emission policy and plan ahead to break the constraints of "carbon peak and carbon neutral" on the high-efficiency production organization model, so as to provide the industry with "Hegang" for reducing carbon emissions and carbon footprint.

　　"Under the background of the carbon neutral policy, the steel industry is facing tremendous pressure for low-carbon transformation, and it has also brought opportunities and challenges to listed steel companies.

　　Wu Qi believes that under the background of the continuous improvement of national policies and measures to promote the low-carbon transformation of the steel industry, powerful listed companies will have a lot to do in terms of technological R&D and innovation, and standard setting and leadership, thereby providing strong support for promoting the high-quality development of my country's steel industry.

　　Pang Jing, a researcher at Wuxi Digital Economy Research Institute, told a reporter from Securities Daily, “Enterprises still face certain challenges in the ecological construction of green and low-carbon products and the construction of the awareness of carbon reduction for all employees.

　　Song Xiangqing believes that the country's efforts to promote carbon peaking and carbon neutrality are both opportunities and challenges for listed companies in the steel industry.

　　It is worth mentioning that digital technologies such as 5G and Industrial Internet will help the steel industry to achieve carbon peak and carbon neutral goals.

　　Pang Jing said that my country’s iron and steel industry already has a relatively good foundation for informatization, and the full use of new generation information technologies such as 5G, big data, and industrial Internet to empower the digital transformation of the iron and steel industry will help my country’s iron and steel industry in energy consumption, emissions, and production.

　　Song Xiangqing said that 5G, industrial Internet, big data and other technologies are the best boosters for the steel industry to achieve the carbon peak and carbon neutral goal.

　　"In terms of energy consumption optimization and emission control, through the use of big data analysis and other technologies, we will strengthen energy consumption supervision, improve the energy management system, and intelligently manage the energy consumption and emissions of all links of steel manufacturing, improve energy efficiency, and reduce unit energy consumption.
"Pang Jing said that in terms of production and operation, through the improvement of software and hardware infrastructure, deepening the intelligent transformation of equipment, etc.
, the level of production intelligence is continuously improved, and intelligence and digitalization are realized in scenarios such as process optimization, scheduling control, and remote collaboration.
Management to promote the quality and efficiency of production and operation.

　　Wu Qi added that in terms of industrial chain collaboration, through 5G, industrial Internet and other technologies, we will strengthen the interconnection of the upstream and downstream of the industry, use data to connect the supply side and the demand side, and build a new system based on massive data collection, aggregation, and analysis.
Provide data support for upstream and downstream R&D, procurement, production, sales and other links, realize the link, flexible supply and efficient configuration of material management, production response, collaborative control, user docking and other links.

　　Low-carbonization has become a rigid constraint on the development of the power industry

　　Listed electricity companies favor low-carbon clean energy

　　According to data from Eastern Fortune Choice, as of April 25, there are a total of 75 A-share listed companies in the power industry.
Among them, 26 are thermal power companies, and the rest are hydropower, new energy and other power generation companies.
"Securities Daily" reporter combed the annual report and found that many listed electric power companies are accelerating structural adjustments to promote the transition of clean energy to low carbon.

　　"my country's power structure is dominated by thermal power and relies on fossil energy.
" Luo Zhiheng, deputy dean and chief macro analyst of the Yuekai Securities Research Institute, told a reporter from the Securities Daily.
According to data from the World Resources Institute (WRI), my country’s power generation and heating industries account for 41.
6% of the country’s total emissions of greenhouse gases, which are much higher than other industries.
This means that it is more difficult for the power industry to achieve carbon peak and carbon neutrality.

　　In this regard, Luo Zhiheng explained: One is to invest a lot of technology research and development costs, from thermal power to wind power, nuclear power and other clean energy, which is a new technological revolution for the power industry; Harmony will reshuffle the current electricity market structure, and the industry structure will undergo tremendous changes; third, carbon peaking and carbon neutrality require organizational structure and production methods to be adjusted accordingly.

　　The "Management Measures for Carbon Emissions Trading (for Trial Implementation)", which came into effect on February 1 this year, issued carbon emission quotas to more than 2,000 power companies.
Low-carbonization has become a rigid constraint on the development of the power industry.
At present, the power industry is accelerating the low-carbon transformation, and many power companies have announced relevant plans.

　　In March, the State Grid Corporation of China issued a carbon peak carbon neutral action plan, proposing to accelerate the promotion of diversified, clean, low-carbon energy supply, and energy consumption based on the premise of "carbon peaking" and "carbon neutrality" as the ultimate goal.
Efficient and reduced electrification.
It is estimated that in 2025 and 2030, the proportion of non-fossil energy in primary energy consumption will reach about 20% and 25%.
It is estimated that in 2025 and 2030, the proportion of electricity in the final energy consumption will reach 30% and more than 35%.

　　The China Southern Grid Corporation’s work plan for carbon peaking and carbon neutrality has put forward 21 measures from 5 aspects, which will vigorously promote the clean replacement of supply-side energy, and use "new electrification" as a starting point to promote the transformation of energy consumption patterns and comprehensive construction.
The modernized power grid drives the upstream and downstream of the industrial chain and value chain to accelerate the construction of a clean, low-carbon, safe and efficient energy system.

　　Guo Yiming, director of investment advisory at Jufeng Investment Consulting, told the "Securities Daily" reporter that the decarbonization of the power industry is the top priority of carbon peak and carbon neutrality.
At present, the carbon emission of my country's power industry ranks first in all industries, and it is necessary to replace coal-fired power generation with clean energy power generation to reduce the carbon emissions of the power industry.

　　Many listed electric power companies are also promoting the transition of clean energy to low-carbon.
Guodian Power mentioned in its 2020 annual report that under the background of the goal of "carbon peak and carbon neutrality", the company will accelerate the development of new energy and actively deploy the Ordos tens of millions of kilowatts of new integrated energy bases and the demonstration of renewable energy and hydrogen energy technology.
Project: Subsidiary conventional energy companies give full play to their regional influence and create an "industry + new energy" model; actively develop large-scale offshore wind power projects to promote the development of the new energy industry.
In 2021, the company will fully implement the goal of "carbon peak and carbon neutrality", accelerate the development of clean energy, optimize and adjust the power supply structure, and increase the proportion of clean renewable energy.

　　According to the annual report of Yuedian Power A, as of the end of 2020, the company had a controllable installed capacity of 23.
273 million kilowatts, an increase of 10.
80% year-on-year, of which the proportion of clean energy increased to 20.
65%.
In the future, the company will continue to promote the optimization and adjustment of power supply structure, actively respond to my country's carbon peak and carbon neutral goals, and vigorously promote the company's energy clean and low-carbon transformation.

　　"Promoting carbon peaking and carbon neutrality will have an impact or differentiation for listed companies in the power industry.
Among them, it may be disadvantageous for thermal power companies, but there may be greater profit margins for listed companies such as wind power and photovoltaics.
" Guo Yiming Say.

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