Our reporter Hou Jiening
Trainee reporter Guo Jichuan
At the end of 2021, the National Development and Reform Commission and the National Energy Administration issued the first batch of large-scale wind power photovoltaic base construction projects focusing on deserts, Gobi and desert areas. The list covers 19 provinces with a total scale of 97.05 GW.On May 31, 2022, the State Council issued the "Package of Policy Measures for Solidly Stabilizing the Economy", proposing to launch the second batch of projects as soon as possible.
Recently, policies on the new energy industry have been intensive. The "14th Five-Year Plan for Renewable Energy Development" clearly states that by 2025, the annual power generation of renewable energy will reach about 3.3 trillion kWh.During the "14th Five-Year Plan" period, the increase in renewable energy power generation accounted for more than 50% of the increase in electricity consumption in the whole society, and the amount of wind power and solar power generation doubled.The "Implementation Plan for Promoting the High-Quality Development of New Energy in the New Era" proposes to achieve the goal of reaching a total installed capacity of wind power and solar power of more than 1.2 billion kilowatts by 2030, and accelerate the construction of a clean, low-carbon, safe and efficient energy system.
Thanks to the continuous efforts of the policy side and the increase of market popularity, the wind power and photovoltaic sectors continued to strengthen in May. The Flush Wind Power Panel Concept Index increased by 15.91% in the month, and the photovoltaic concept index increased by 17.57%.
Bai Wenxi, chief economist of IPG China, said in an interview with a reporter from Securities Daily that the second batch of large-scale scenery base projects will be launched soon, which is highly related to the field of new energy in new infrastructure.The construction and operation of the first batch of projects has accelerated the resource development and economic development in desertified areas, narrowed the imbalance of regional development, and improved the national energy security and environmental protection level. The social and economic benefits are very significant.
Qi Haishen, President of Beijing Yite Sunshine New Energy, introduced to the reporter of Securities Daily that in 2021, as the first year of the scenery base project, the operating rate of the first batch of projects so far has reached more than 90%, and in the near future, the " The implementation of the second batch of large-scale wind and solar base projects should be carried out according to the requirements of “opening as much as possible, and opening as much as possible”, and the policy is also constantly refining the implementation plan and related goals.
As mentioned in the "Package of Policy Measures for Solidly Stabilizing the Economy", in the second batch of projects, the land, forest, grass, and water use of large-scale wind and photovoltaic base construction projects shall be arranged in an overall manner, and the construction of base projects, coal power plants, and coal power plants shall be approved and started according to procedures. projects and UHV transmission channels.
Liu Jimao, assistant to the president of Xingchu Century, told the "Securities Daily" reporter that as a key link in the construction of a "new power system with new energy as the main body", the Guangfeng Base bears the important task of adjusting China's energy structure.According to the estimated scale of the industry, the second batch of the wind and scenery base project is planned to exceed 400 GW, and the direct investment will exceed 1.6 trillion yuan, which can drive more than 3 trillion yuan of investment in related industries.
"At present, the policy side has given sufficient support. How to effectively commercialize it is a problem that needs to be solved at present and in the future." Liu Jimao said.
Qi Haishen said that at present, there are still many problems that need to be solved in the construction of the large-scale scenery base project.For example, in terms of fundraising and financial support, it is urgent to use more efficient financing from the capital market to invest in project construction, and at the same time, it is also necessary to calculate the profit data to return shareholders.In addition, the power grid side needs to effectively improve the capacity of consumption and peak regulation, break down some barriers to inter-provincial and inter-regional transmission agreements, and accelerate the construction of a unified large-scale electricity market across the country.It is also necessary to reduce the problem of high equipment prices. In addition to using market-based means to survive the fittest, it is also necessary to invest in new technologies to reduce raw material consumption and comprehensive costs.
"Increasing the capacity of power grid construction and regulation, enhancing the flexibility of price and consumption on the power consumption side, and escorting project investment on the power generation side have become the 'troika' to promote the large-scale wind and solar base project. At present, the carriage has been launched, and the next step It needs continuous paving and follow-up on the policy and capital side." Qi Haishen said.(Securities Daily)
【Editor: Shi Rui】
