"Fast-forward" in the Central Region Carbon Peak Action, Multi-industry Welcomes a New Round of Reform

"Carbon peaking and carbon neutrality are incorporated into the overall layout of ecological civilization construction, which brings opportunities for industrial transformation and development.

From the "14th Five-Year Plan" outline to the government work report, to the ninth meeting of the Central Finance and Economics Committee, the "work drawing" for carbon peaking and carbon neutrality has become increasingly clear.

One point for deployment, nine points for implementation.

my country proposes to strive to achieve a carbon peak by 2030 and achieve carbon neutrality by 2060.

Sun Chuanwang, a professor at the China Energy Economic Research Center of Xiamen University, said in an interview with the "Economic Information Daily" that achieving carbon peaking and carbon neutrality will balance multiple goals such as energy transformation, industrial upgrading, environmental governance, and high-quality economic development.

This is a tough battle.

my country is the world's largest energy producer and consumer.

“Promote the energy revolution through carbon peak and carbon neutral work, and strive to achieve the peak of the consumption of fossil energy such as coal, oil, and natural gas.

At the same time, the replacement of renewable energy will also speed up.
The ninth meeting of the Central Finance and Economics Committee proposed to build a new power system with new energy as the main body.

In the first year of the "14th Five-Year Plan", the policy wind blows frequently.
A few days ago, the National Development and Reform Commission and other five departments jointly issued a notice to guide the increase in financial support for wind power and photovoltaic power generation industries.
The National Energy Administration stated that it will formulate more active new energy development goals, and promote onshore wind power and photovoltaic power generation to achieve parity and no subsidy to go online.
At the same time, policies related to the promotion of carbon peaks in the energy sector will be introduced, involving key tasks such as promoting low-carbon smart transformation of energy, high-quality development of new energy, construction of a new generation of power systems, and development of new energy storage.

Many places are also actively planning to optimize the industrial structure to achieve low-carbon development.
For example, Hebei will strictly control the scale of new coal power installed capacity and vigorously develop non-fossil energy sources such as photovoltaics, wind power, and hydrogen energy.
Inner Mongolia proposed to build four new energy industries: wind energy, solar energy, hydrogen energy, and energy storage.
The preliminary plan is to implement more than 30 projects during the "14th Five-Year Plan" period and complete an investment of nearly 100 billion yuan.
Ningxia strives to achieve a clean energy industry output value of more than 48 billion yuan in 2021.

Driven by policies, energy companies have accelerated their pace of green transformation.
As my country's largest coal-based energy company, the National Energy Group has worked out an action plan for peaking carbon emissions by 2025.
Power generation companies such as Huadian Group have also made clear the timetable for achieving carbon peaks ahead of schedule, and will gradually shut down thermal power generation and accelerate the increase in the proportion of new energy.
State Grid will spend an average of more than 70 billion U.
S.
dollars a year in the next five years to promote the upgrade of the power grid to the energy Internet and promote the transition to clean energy and low carbon.
PetroChina, Sinopec, CNOOC and other oil and gas companies have comprehensively promoted green and low-carbon development, and increased investment in the fields of new energy and hydrogen energy.

　　According to China’s goals at the Climate Ambition Summit, by 2030, the total installed capacity of wind power and solar power will reach 1.
2 billion kilowatts, and the industry generally expects to be no less than 1.
6 billion kilowatts.
The explosive growth of wind power and photovoltaics is a consensus.
.

　　Also facing changes are the major end-use energy industries such as industry, construction, and transportation.
The ninth meeting of the Central Finance and Economics Committee proposed to implement pollution reduction and carbon reduction actions in key industries, promote green manufacturing in the industrial sector, raise energy-saving standards in the construction sector, and accelerate the formation of green and low-carbon transportation in the transportation sector.

　　"Economic Information Daily" reporter learned that the Ministry of Industry and Information Technology will implement industrial low-carbon initiatives and green manufacturing projects this year, and formulate carbon peaking action plans and roadmaps for key industries such as steel and cement.
This year, the steel smelting capacity will be significantly reduced to ensure that crude steel output falls year-on-year.

　　Recently, environmental protection departments have stepped up their efforts to supervise emissions reduction in many key industries such as steel and coking.
Shandong, Hebei and other places have also accelerated the elimination and integration of production capacity in these industries, while strictly controlling new production capacity.

　　Enterprises have already taken action.
China Baowu proposes to strive to achieve a carbon peak in 2023, to have the ability to reduce carbon by 30% in 2025, to reduce carbon by 30% in 2035, and to achieve carbon neutrality in 2050.
HBIS Group plans to achieve carbon peaks in 2022 and carbon neutrality in 2050.

　　According to the Industrial Securities Research Report, the steel industry may face a new round of integration, small and medium-sized enterprises with high energy consumption and low efficiency will be eliminated, and powerful large-scale enterprises will further enhance their market competitiveness through low-carbon innovation.

　　The transportation industry is also one of the key areas of pollution reduction and carbon reduction.
One of the key tasks of the Ministry of Transport this year is to accelerate the adjustment of the transportation structure and formulate an action plan for peaking transportation carbon emissions.

　　"To rely on electrification to promote low-carbon, new energy vehicles are a typical example.
" Wang Jinnan judged that the consumer-related electrification industry is a sunrise industry in the future.
Founder Securities Research Report believes that the key to reducing emissions in the transportation sector is the use of vehicles in the public sector, and the demand for new energy sanitation vehicles is expected to accelerate the release, and the market space is expected to approach 900 billion yuan.

Transfer from: Economic Information Daily

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