The National Development and Reform Commission has re-emphasized to curb the blind development of "two high" projects. The energy consumption intensity of 9 provinces in the first half of the year did not drop but rose

Among them, the data of State Grid Jiangsu Electric Power Co.
, Ltd.
shows that in the first half of this year, the electricity consumption of the whole society in Jiangsu reached 338.
48 billion kWh, an increase of 14.
6% and 20.
3% over the same period in 2019 and 2020 respectively, and an average increase of 7.
1% in the two years
.
Among them, industrial electricity consumption reached 238.
85 billion kWh, and the growth rate of industrial electricity consumption has exceeded the level of the same period in 2018 and 2019, showing that Jiangsu's real economy is continuing to improve
.

On the other hand, Jiangsu is also facing the pressure of industrial structure
.
According to previous reports, from the perspective of Jiangsu's industrial structure, especially some key projects to be invested during the "14th Five-Year Plan" period, it will bring about a larger rigid increase in coal consumption demand, such as Lianyungang Xuwei Petrochemical Base, Nantong Middle The integrated layout of Tianxingjing Steel, Xuzhou Iron and Steel Coking and other projects, these three key projects are expected to increase coal consumption by nearly 30 million tons
.

For provinces with relatively low economic aggregate rankings, the phenomenon of launching "two high" projects is more common
.
Some low-carbon observers pointed out to reporters that after the epidemic, the local economy needs to recover, and some lack high-tech growth points.
Therefore, according to the traditional development path, the urge to expand the production capacity of the "two high" industries is still relatively large
.

Taking Guangxi, one of the 9 provinces mentioned above, as an example, this year, the Central Seventh Ecological Environmental Protection Inspectorate reported to the Guangxi Zhuang Autonomous Region the situation of the inspectors and pointed out that before the “13th Five-Year Plan” carbon emission intensity control target was not fulfilled, the energy consumption of the six energy-intensive industries Under the situation that the proportion of consumption and the proportion of coal consumption continue to increase, the urge to launch the "two high" projects in Guangxi's "14th Five-Year Plan" is still strong
.
The production capacity of high energy-consuming industries such as cement clinker continued to expand, and the production capacity of 12 projects under construction reached 17.
34 million tons, which was 2.
9 times the increase in the "13th Five-Year Plan"
.

During the "13th Five-Year Plan" period, Fangchenggang City's energy consumption intensity per 10,000 yuan of GDP increased by 42.
5%, and its crude steel production capacity will continue to increase significantly during the "14th Five-Year Plan" period
.
During the "13th Five-Year Plan" period of Baise City, the energy consumption intensity per 10,000 yuan of GDP increased by 16.
74%, and the carbon emission intensity increased by 21.
4%, which ran counter to the task goals of decreasing by 19% and 22%, but it still exceeded the planned target.
A large amount of alumina production capacity
.
Spot checks found that 46 "two high" projects in Fangchenggang, Baise and other cities have started construction without passing the energy-saving review
.

A similar situation exists in Yunnan
.
Not long ago, the Central Eighth Eco-environmental Protection Inspectorate Group reported the inspection situation to Yunnan Province, which pointed out that the production capacity control of the "two high" industries was insufficient, and the relevant national ministries and commissions issued an early warning due to the ineffective completion of the dual control task of energy consumption
.
The industry and information departments of Qujing City and Chuxiong Prefecture filed illegal records for Yunteng Building Materials Company and Yixin Glass Products Company.
The two companies were completed and put into operation in December 2016 and August 2018, and the inspectors were still producing illegally when they arrived
.

In some places and departments, the replacement of production capacity is not strictly controlled, and the goal of zero production capacity growth in coke and other industries has failed
.
Among the 1.
05 million tons/year coking capacity replaced by Yunnan Chengfa Energy Technology Co.
, Ltd.
, 850,000 tons/year came from the backward production capacity of the closed enterprises that had been eliminated before 2013, and 100,000 tons/year was approved but not built.
Ineffective production capacity", the effective production capacity is only 100,000 tons/year
.
The four tamping coke ovens that should be eliminated in 2011 by the Chuxiong Desheng Coal Chemical Co.
, Ltd.
were still in production when the inspectors arrived
.

Lin Boqiang told reporters that provinces such as Yunnan and Guangxi are rich in hydropower resources, and the "two high" industries tend to be transferred from economically developed provinces.
The local government may even give "two high" projects out of consideration for economic growth.
Preferential and supportive policies have brought about an increase in energy consumption intensity
.

Local governments should be more active in promoting industrial transformation

With the goal of carbon peaking and carbon neutrality being put forward, since the beginning of this year, from the central to the local level, the signal of strict control of the "two highs" projects has been continuously strengthened
.

Among them, in the first quarter of this year, Guangxi appeared in the list of energy consumption intensity not falling but rising, and Guangxi also actively took corresponding actions
.

At the beginning of April, the Guangxi Development and Reform Commission issued the "Notice on Resolutely Curbing the Blind Construction of High Energy Consumption and High Emission Projects", which requires that cities prepare and implement special plans for the development of regions, industries, energy, and new infrastructure in the region's "14th Five-Year Plan".
And when formulating major policies and deploying major projects, it is necessary to fully connect with the goal of reducing energy consumption intensity by no less than 13.
5%
.
Strictly control the new production capacity of the "two high" projects, and if it is really necessary to build, the energy consumption indicators should be replaced by equal or reduced amounts
.

Some provinces are actively developing carbon peaking programs
.
Jiangsu Province released the "Department of Ecology and Environment's 2021 Promotion of Carbon Peaking and Carbon Neutralization Work Plan", which is also the country's first annual work plan for the provincial ecological environment system on carbon peaking and carbon neutrality
.
The "Plan" mentioned that the "Jiangsu Province Plan for Peaking Carbon Dioxide Emissions Before 2030" was formulated; the carbon assessment was included in the EIA, and new projects with high energy consumption and high pollution were strictly controlled; the development and construction planning of industrial parks was required to include the promotion of renewable energy planning; Carry out greenhouse gas emission monitoring; establish and improve the carbon emission statistical system,
etc.

A government official in Jiangsu told reporters that under the requirements of economic development and carbon peaking, the local government needs to make trade-offs in the "two high" projects
.
In the long run, economic transformation is the general trend.
Jiangsu is vigorously promoting the development of advanced manufacturing industry clusters, and will focus more on encouraging and supporting low-carbon industries
.

In July, Liu Aihua, a spokesman for the National Bureau of Statistics, pointed out when answering a reporter's question about the operation of the national economy in the first half of the year that, from the perspective of our current development stage, we are still the largest developing country in the world and have not yet completed the process of industrialization
.
At this stage, it is indeed a heavy task and a lot of pressure to achieve carbon peaking and carbon neutrality
.

Liu Aihua also pointed out that it should also be noted that promoting green transformation and development may inhibit the short-term growth of some high-energy-consuming and high-emission industries
.
But at the same time, green transformation and development will also create new demands and give birth to new industries.
Green industries such as energy conservation, environmental protection and clean energy will usher in new development opportunities, and the green transformation and upgrading of traditional industries will also create huge market demand
.

Lin Boqiang said that industrial transformation has been proposed for many years, but under the new requirements of carbon peaking and carbon neutrality, it is necessary to push forward more firmly
.

At the same time, local governments must also prevent going to the other extreme
.
The Politburo meeting of the Central Committee of the Communist Party of China held on July 30 called for a corrective campaign->
.

At the above-mentioned press conference of the National Development and Reform Commission, Meng Wei pointed out that some places, industries and enterprises have "deviates" in the focus of work, which is manifested in three aspects
.

First, the goals are set too high and out of reality.
Some places, industries, and enterprises are eager to "grab the jackpot", and the proposed goals go beyond the development stage; some places "one size fits all" shut down high-energy-consuming projects; Institutions suddenly cut off loans for projects such as coal and electricity
.

The second is the lack of action to curb the "two highs".
In some places, the slogans were shouted loudly, but the actions could not keep up.
In some places, the "two highs" projects were even launched in violation of regulations, and the problem of building before approval was more prominent
.

Third, the foundation of energy conservation and emission reduction is not strong, and the implementation of “dual control” of energy consumption in some places is not effective; some industries hope to solve the problem once and for all; , carbon neutral "hats" are flying everywhere
.
These phenomena are contrary to the original intention and requirements of the carbon neutrality work and must be resolutely corrected
.