The "3060" target opens a new era of low-carbon energy, major energy users press the "fast forward button" for carbon reduction

"3060" Carbon peak and carbon neutrality are undoubtedly one of the hottest words in 2021.

From the "14th Five-Year Plan" outline to the government work report, to the ninth meeting of the Central Finance and Economics Commission, the work of achieving carbon peaks and carbon neutrality has been highlighted.

"To achieve the carbon peak target in less than 10 years, time is already very urgent.

At present, my country's carbon emissions are still in the historical stage of "high total and high incremental".

The coal industry, a major carbon emitter, faces huge challenges

For a long time, coal-based fossil energy has occupied a dominant position in my country's energy structure.

As my country's largest coal-based energy company, the National Energy Group started to formulate an action plan for peaking carbon emissions by 2025 as early as the end of last year.

Jinneng Holding Group, the country’s second largest coal company, signed a strategic research cooperation agreement on "Carbon Peak and Carbon Neutrality" with China Coal Science and Industry Group in January this year, aiming to comprehensively sort out the current situation of Jinneng Group’s carbon emissions and jointly discuss " The target implementation path of “carbon peak and carbon neutral”.

The goal of carbon peak and carbon neutrality is both an opportunity and a challenge for the coal industry and coal enterprises in the transformation and upgrading stage of the new development.

　　Chang Jiwen, deputy director of the Research Institute of Resources and Environmental Policy of the Development Research Center of the State Council, also proposed in an interview with China Business News that the regional implementation mechanism of coal consumption reduction and energy consumption indicators should be optimized, and indicators of industrial development disadvantaged areas should be passed through the market mechanism.
Paid transfer to advantageous areas not only achieves the goal of national emission reduction and energy conservation, but also improves overall economic performance.
Implement air pollutant emission indicator trading for thermal power plants and other industries, implement indicator trading for energy use rights and greenhouse gas emissions, and conduct domestic carbon source and carbon sink neutralization transactions.
"Problem-oriented, design market-oriented trading policies and systems.
"

　　The power industry welcomes the policy "spring breeze"

　　The sun is warm in spring, and the breeze is gradual.
Since 2021, policy warm winds have blown frequently.

　　Recently, the National Development and Reform Commission and other five departments jointly issued the "Notice on Guiding Increased Financial Support to Promote the Healthy and Orderly Development of Wind Power and Photovoltaic Power Generation Industries", emphasizing the strengthening of financial support for wind power and photovoltaic power generation industries.
The National Energy Administration revealed that it will formulate more active new energy development goals.
At the same time, it will also introduce related policies to promote the "carbon peak" in the energy sector, involving the promotion of low-carbon smart transformation of energy, high-quality development of new energy, and a new generation of power systems.
Key tasks such as construction and development of new energy storage.

　　With this "spring breeze", the pace of green transformation of power companies is gradually accelerating.
As a leading power company, State Grid Corporation of China revealed that the "100 billion project" is approaching.
On the first day of March, the State Grid released the "Carbon Peak and Carbon Neutrality" action plan, proposing the short-term goal of delivering 50% of clean energy by 2025.
In addition, it will spend an average of more than 70 billion U.
S.
dollars in the next five years to promote the upgrade of the power grid to the energy Internet, promote the transition of energy clean and low-carbon, and help achieve the goal of carbon peak and carbon neutrality.
On the 19th, the State Grid increased its code and announced important measures to serve carbon peaks and carbon neutrality to build a new power system.
It proposed to open up 100 billion yuan of equity investment and attract social capital to participate in the additional 20 million kilowatts of water pumping during the "14th Five-Year Plan" period.
Construction of storage power station.

　　According to Xin Baoan, Chairman of the State Grid and Party Secretary, building a new power system with new energy as the mainstay is an important responsibility and mission of the energy and power industry to serve carbon peaks and carbon neutrality.
Pumped storage is an important part of a new power system with new energy as the main body.
It is important for ensuring power supply, ensuring grid safety, promoting new energy consumption, promoting the construction of a clean, low-carbon, safe and efficient energy system, and better serving carbon Peak and carbon neutralization is of great significance.

　　On March 18, China Southern Power Grid Co.
, Ltd.
also issued a work plan for serving "carbon peaking and carbon neutrality", proposing 21 measures to promote clean replacement of supply-side energy, and use "new electrification" as a starting point to promote energy consumption.
Reform, comprehensively build a modern power grid, and drive 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.

　　Everbright Securities believes that it will vigorously develop new energy, and the installed capacity of new energy in 2030 will increase by four times compared with 2020.
The energy demand side promotes the "new electrification" process, which can support the reduction of carbon emissions per unit of GDP; the grid side improves the ability to optimize the allocation of clean energy resources.

　　"Gas super oil" is just the beginning of "three barrels of oil" to promote green and low-carbon development in an all-round way

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