Electrical "winter" New Deal "send warmth"

In the winter, the electrical industry has been struggling. Due to factors such as soaring raw material prices, rising labor costs, and the financial crisis in Europe and the United States, the general decline in profits in the electrical industry, coupled with overcapacity, lack of core competitiveness, and disorderly competition in enterprises have caused the “cold wave”. "Spread throughout the electrical industry.

At the same time, the "double reverse" photovoltaic, lead-acid battery industry reshuffle, nuclear safety crisis, large-scale off-grid wind power and other incidents made the "cold winter" of the electrical industry more and more chilly. How to protect the cold is urgent for the electrical industry. Can the introduction of industry standards and the promulgation of relevant national policies bring a touch of warmth to the electrical industry? Can the winter of the electrical industry be eased after the implementation of the New Deal?

Thermal power is ushering in "the strictest ever" standard. On September 21, 2011, the Ministry of Environmental Protection and the State Administration of Quality Supervision jointly issued the newly revised "Emission Standard of Air Pollutants for Thermal Power Plants" (hereinafter referred to as "Standard"), January 1, 2012. It is implemented from the day.

Ministry of Environmental Protection spokesman Tao Detian said that the implementation of the new "Standard" will increase the environmental protection threshold for the thermal power industry, reduce the emission intensity of the thermal power industry and reduce the emission of pollutants, accelerate the transformation of thermal power industry development methods and optimize the industrial structure, and promote the power industry. Sustainable and healthy development.

It is reported that in 2009 the country's total emissions of nitrogen oxides and sulfur dioxide were 16.927 million and 22.144 million tons, respectively, and the power industry's nitrogen oxides and sulfur dioxide emissions accounted for about 49% and 46.4% of the country's total emissions. After the implementation of the new standard, by 2015, the nitrogen oxides and sulfur dioxide in the power industry will be reduced by 5.8 million and 6.18 million tons, respectively. In addition, the implementation of the new "standard" has obvious emission reduction effects on particulate matter, mercury and other pollutants in the power industry.

Viewpoint: The new "Standard" specifies the corresponding emission control requirements for existing and new thermal power construction projects: For newly-built thermal power plants, strict pollutant emission limits are stipulated. The "Standard" stipulates that the emission standards for nitrogen oxides in all newly-built thermal power generators shall be set at 100 mg/m3; starting from July 1, 2014, the emission standard for nitrogen oxides in existing thermal power units shall be set at 100 mg. / Cubic meters, and the emission limits of nitrogen oxides, sulfur dioxide, and soot can be said to be basically similar to the requirements of the developed countries and regions, and some have already been achieved.

The "Standards" now implemented are regarded as "the most stringent emissions in history" by thermal power plants, whether they are emissions from newly-built or existing units. Moreover, in this “Standard”, the standards for desulphurization are clearly defined, and the out-of-sales industry that is the focus of pollution pollution during the “Twelfth Five-Year Plan” period is really in the limelight. Tao Detian revealed that the implementation of the new “Standard” has led to drastic reductions. At the same time, the discharge of pollutants can also promote the development of environmental protection technologies and industrial markets, and create a market scale of about 260 billion yuan for environmental protection and equipment manufacturing such as denitrification, desulfurization and dust removal.

Each control limit in the new “Standard” has corresponding mature and reliable control technology, and it is stipulated that desulphurization and dust removal should be considered as a whole, so that the emission control of air pollutants in thermal power plants forms an organic whole, and at the same time It indicates that the domestic denitrification market has officially started, and the implementation of the new “Standard” is not necessarily popular for thermal power companies in China. The additional production costs will become the focus of the thermal power industry's disputes, but in the international environment of energy conservation and emission reduction, The implementation of the new "Standard" will become an important guarantee for energy conservation and emission reduction in China's entire industry chain. It will help advance the progress of energy conservation and emission reduction. Why not do it?

The Renewable Fund was sent to the public on December 19, 2011. The Ministry of Finance, together with the National Development and Reform Commission and the National Energy Administration, jointly formulated and issued the Interim Measures for the Administration of Collection and Use of Renewable Energy Development Funds (hereinafter referred to as the “Measures”), which are renewable. Issues such as the collection and use of energy development funds have been clearly defined. The Measures will come into effect on January 1, 2012.

The Measures clarify that the additional charge standard for renewable energy prices is 8 PCT/kWh. According to the medium and long-term total target of development and utilization of renewable energy, development and utilization plans, and the additional income and expenditure of renewable energy electricity prices, the collection standards can be adjusted in a timely manner. The additional renewable energy price shall be levied by the Ministry of Finance in each province, autonomous region, or municipality directly under the Central Government's financial ombudsman's office on a monthly basis, and shall be paid directly to the grid company. The total amount of income shall be turned over to the central treasury.

The renewable energy fund will directly subsidize various forms of projects such as wind power generation, solar power generation, and biomass energy. Taking PV as an example, the currently introduced 1.15 yuan/kWh and 1 yuan/kWh on-grid tariff, which exceeds the current on-grid tariffs for desulfurization and denitrification, will be supplemented by the fund.

Viewpoint: The draft amendments to the Renewable Energy Law reviewed and passed in December 2009 clearly set forth the establishment of renewable energy development funds such as photovoltaics and wind power: special funds for the state's fiscal year, and additional electricity prices for renewable energy. Two years have passed and the "Measures" have finally come out.

It is understood that at present, China's renewable energy tariffs are levied at a rate of 4 percent per kilowatt-hour, and an annual collection of about 10 billion yuan. With the rapid development of renewable energy power generation, the renewable energy price-additional funds have not been able to make ends meet. In 2010, the gap was about 2 billion yuan; in 2011, the gap was about 10 billion yuan. Therefore, the current price adjustment will increase the renewable energy price addition standard from the current 4 per kWh to 8 per cent.

The implementation of the “Measures” has to a large extent demonstrated that the country’s new energy industry is still the key layout during the “Twelfth Five-Year Plan” period. The implementation of the Measures will play a crucial role in the domestic use of new energy industries. The role of the new energy industry in the crisis of photovoltaics is particularly prominent. It can save the photovoltaic industry that is adversely affected by the “double reverse” to some extent. At the same time, for the entire new energy industry, stable financial subsidies are its technological innovations and projects. The developments provided the necessary guarantees, and the “measures” that came late would be another opportunity for the new energy industry in the cold winter.

Comprehensively Measure Hydropower Construction On December 27, 2011, the National Development and Reform Commission and the Ministry of Environmental Protection jointly issued the Notice of the Ministry of Environmental Protection of the National Development and Reform Commission on Printing and Distributing the Interim Measures for Review of the Report on the Planning of River Hydropower Projects and Planning Environmental Impact Assessment (hereinafter referred to as “Notice”). "Method").

The National Development and Reform Commission and the Ministry of Environmental Protection have formulated the Interim Measures for Review of River Hydropower Planning Reports and Planning Environmental Impact Reports in order to do a good job of reviewing river hydropower planning reports and planning environmental impact reports, clarifying the review principles and review procedures. And organizational forms to ensure the objectivity, impartiality, and scientificity of the review, and promote the healthy and orderly development of hydropower construction.

The Ministry of Environmental Protection, together with the National Development and Reform Commission, convened a review team composed of representatives of relevant departments and experts to review the environmental impact report of hydropower projects in major rivers (river sections) of the country and submit written review opinions. In one of two situations, the review team should put forward the opinions of not passing the environmental impact report: First, based on the existing knowledge level and technical conditions, the degree or scope of the possible adverse environmental impacts of the implementation of the plan can not be made scientific. Judgment; Second, the implementation of the plan may cause major adverse environmental impacts, and can not put forward practical measures to prevent or mitigate countermeasures and measures.

Viewpoint: China's water resources are abundant, but the disorderly development and imperfections of environmental assessment make frequent use of hydropower development disputes. In 2003, the National Development and Reform Commission passed a report and plans to build 13 dams on the Nu River main stream. After eliciting strong objections from environmental NGOs such as Green Homes and Friends of Nature, Wen Jiabao once stipulated “should make careful research and scientific decision-making.” Eight years later, the debate still exists.

According to the "measures", according to the division of labor, the National Development and Reform Commission will be responsible for the arrangements, management, and approval of hydropower plans for major rivers (river sections) of the country. The National Energy Administration will be responsible for the industrial management and organization and implementation of hydropower planning. The Ministry of Environmental Protection will coordinate with the state. The National Development and Reform Commission is responsible for the review and convening of the hydropower planning environmental impact report.

At the same time, in accordance with the Measures, the review of the hydropower planning environmental impact report will comprehensively evaluate the development of the relevant regional and river basin ecosystems after the implementation of the plan from the perspective of economic, social and environmental sustainability, combined with the characteristics of the basin's environment and hydropower planning. The overall impact, the direct and potential impact on the environment and people's health, and the relationship between the economic benefits, social benefits, and environmental benefits planned for implementation.

The promulgation and implementation of the “Measures” has provided a detailed division of work for the development and utilization of hydropower projects. For the economic, social, and environmental aspects to be measured from various angles, it is important that the Measures clarify that the review opinions should be reviewed by the review team. More than three-quarters of the members sign and agree before they can pass. If the review team members have different opinions, they should be recorded and reflected truthfully. The adoption of public opinions will also contribute to the orderly and healthy development of hydropower project construction. A full-scale review will be of great significance to hydropower and the orderly construction of power generation terminals in the industry.

The wind power threshold is about to be raised on December 30, 2011. The national standard GB/T19963-2011 prepared by the Chinese Academy of Electric Power (the Chinese Academy of Electric Power as the main drafting unit) “Technical Regulations for Wind Farm Access to Power Systems” "(hereinafter referred to as the "Regulation") was formally promulgated and will be formally implemented on June 1, 2012.

The standard is prepared by the National Electric Power Supervision and Standardization Technical Committee in charge of the State Electricity Regulatory Commission, and organized by the China Electric Power Research Institute, the Electric Power Planning and Design Institute, and the general technical requirements for the integration of wind farms. This standard and the energy industry standard "Technical Specifications for Large Wind Farm Grid Connection Design" jointly stipulate the relevant technical requirements for the integration of wind farms.

The standard stipulates the technical requirements for newly-built or expanded wind farms connected to the power system through voltage lines of 110 kV and above, and it has modified and improved the active power control, reactive power/voltage control, active power prediction, and wind farm testing of wind farms. Technical terms such as the secondary part of wind farms, and related content of requirements for low voltage ride-through capability of wind farms.

The promulgation and implementation of the standard will promote the healthy and orderly development of wind power in China, and ensure the safety, stability, and reliable power supply of large-scale wind power grids.

Viewpoint: The wind power industry has been developing rapidly in recent years. From the construction of the “Three Gorges” onshore wind power to offshore wind power projects, many problems have emerged. Frequent wind power off-grid accidents have not only brought economic benefits. The huge loss on the other hand has also caused the industry to re-examine the wind power project, and the final wind power low-voltage ride-through capability has become one of the core issues to be solved.

It is reported that one of the reasons why the wind power industry has fallen into a “bottom valley” is that manufacturing companies cannot unify the grid access standards, thus causing many wind power off-grid accidents and creating hidden concerns about safe power supply, compared to the development of grid-connected technical standards for wind farms in China. Obviously lagging behind, foreign countries attach great importance to wind power standards and grid management technology management. Shu Yinyu, deputy general manager of the State Grid Corporation of China, introduced that wind power development countries like Germany, Spain, and Denmark have put forward strict technical requirements for wind power grid integration, and have established strict wind power grid-connected detection systems through legislation to ensure that wind power is connected to the grid. Meet the technical standards.

As most of China's wind farms are far away from power load centers, large-scale centralized development and long-distance delivery are required, and wind power grid-connected transmission has once become a bottleneck for development. Therefore, the introduction of the “Regulations” national standards has attracted much attention in the industry.

The core of the new “Regulations” is the grid-related technology of wind turbines, and industry insiders believe that the introduction of this standard will raise the threshold of the wind power industry and accelerate the integration of the wind power industry, because only some large-scale wind power equipment manufacturers are currently in the country. With this technology. The relatively high threshold of the wind power industry will undoubtedly “slow down” the expansion speed of the wind power industry, but from the roots, good technical assurance can maintain the stable operation of the wind farm, and low-voltage ride-through upgrades of domestic wind turbines will gradually be completed. So that the bottleneck of wind power grid connection can be solved step by step. Can we really gain a firm foothold in China's energy distribution? Can it play its due role? We look forward to the good performance of the wind power industry during the “12th Five-Year Plan” period.

Photovoltaic subsidies continue to force the Ministry of Finance, Ministry of Science and Technology, and National Energy Administration to jointly issue the “Notice on Doing a Good Job of 2012 Golden Sun Demonstration Work” (hereinafter referred to as the “Notice”) in order to accelerate the large-scale application of photovoltaic power generation and promote the sustainable development of the photovoltaic industry. development of.

The scope of the "Notice" support includes:

(1) User-side photovoltaic power generation projects to be constructed in the economic and technological development zones, high-tech development zones, industrial parks, industrial parks, and commercial districts, giving priority to supporting the construction of large scale centralized demonstration projects and approved centralized applications Demonstration area to expand the scale of construction.

(2) User-side photovoltaic power generation projects that use decentralized construction of existing buildings such as industrial and mining and commercial enterprises.

(III) To develop a demonstration of centralized photovoltaic customer-side photovoltaic power generation combined with smart grid and microgrid technologies.

(4) Solving the problems of electricity consumption by residents in remote and non-electric areas, such as independent photovoltaic and wind-solar hybrid power generation.

The "Notice" clearly stipulates that in 2012 the user-side PV power project subsidy standard is 7 yuan/W in principle. The subsidy standards for independent photovoltaic and wind-solar hybrid power generation projects are determined separately. The subsidy standard for centralized photovoltaic grid-connected photovoltaic power generation combined with smart grid and microgrid technologies is appropriately increased based on factors such as energy storage device allocation at 7 yuan/watt.

Viewpoint: In this "Notice", the subsidy standard for 2011 user-side photovoltaic power generation projects was adjusted from 9 yuan/watt to 8 yuan/watt, and the 2012 user-side photovoltaic power generation project subsidy standard was further lowered to 7 yuan/watt this year. The continued decrease in subsidies is mainly due to the substantial decrease in the cost of PV modules over the past three years.

Experts believe that although the unit subsidy is reduced, the actual amount of subsidies has not decreased due to the increase in the number of users. The fluctuating photovoltaic industry has experienced extremely poor conditions in the second half of 2011. Overcapacity and raw material prices have plummeted, making the photovoltaic industry frequent bankruptcies. However, the subsequent "double reverse" incident is even worse. According to experts, "From the government's support, the government has realized that this industry is now very difficult, especially polysilicon."

The issuance of the "Notice" is, in one respect, the performance of the Chinese government's rescue of the market. For more than 90% of the Chinese PV industry outside the market, the government's more subsidies and preferential policies in the terminal sector may bring about some of the photovoltaic industry. Hope, but industry analysts pointed out that the publication of this "notice" can increase the demand for photovoltaic installation in the domestic market. However, due to the limited scale, it cannot completely change the market structure of China's photovoltaic industry with two ends out.

In the future development of the photovoltaic industry, the “Golden Sun Demonstration Project” will be accompanied by it. The solution to various problems in the industry will depend on the orderly development of the industry, the gradual improvement of the industrial chain, and the continuous improvement of the industrial structure. The "Golden Sun Demonstration Project" is an advantageous way to eventually promote the healthy development of the domestic photovoltaic industry.

The construction of nuclear power or the restart of the "Twelfth Five-Year Plan" for Nuclear Safety and Radioactive Pollution Prevention and the Long-Term Vision (Delivery Review Draft) for 2020 (hereinafter referred to as the "Planning") will be rehearsed by the Minister of Environmental Protection, Zhou Shengxian, on December 9, 2011. The MEP meeting convened was discussed and adopted in principle. At the same time, the “plan” will be submitted to the State Council for approval after further revision.

The "Planning" put forward the guiding ideology and overall objectives of the "Twelfth Five-Year Plan" for nuclear safety and radioactive pollution prevention and control and the 2020 Vision, and emphasized the need to strengthen supervision, further improve the safety of nuclear facilities and nuclear technology, and significantly reduce the radiation environment. Security risks safeguard nuclear safety, environmental safety and public health, and promote the safe, healthy and sustainable development of nuclear energy and nuclear technology utilization.

Opinion: Although Japan’s nuclear accident has slowed the pace of global nuclear power construction, China’s policy supports the future of nuclear power’s “safe, green, and efficient” development. Liu Tienan, deputy director of the National Development and Reform Commission and director of the National Energy Administration, stated at the National Energy Work Conference that in 2012, nuclear power will be efficiently developed on the basis of ensuring safety, and the implementation of the “planning” and “long-term development of nuclear power Adjust the plan."

The executive meeting of the State Council held on March 16 last year had announced that before the approval of the nuclear safety plan, the approval of nuclear power projects, including the implementation of pre-projects, was suspended. Therefore, the "Planning" was also widely regarded as the "passage" before the approval of nuclear power plants. At the same time, the promulgation of the "long-term nuclear power development plan" will bring about a good opportunity for the 2012 nuclear power restart.

Finally, based on considerations of better third-generation nuclear power technology security and better equipment quality stability, the development of third-generation nuclear power technologies including AP1000 and EPR has also become a major tone in the mid- and long-term planning of nuclear power. It is AP1000. The third-generation nuclear power technology, represented by EPR, will become the mainstream of the market. This tone will not only bring benefits to domestic companies that have mastered third-generation nuclear power equipment manufacturing capabilities, but will also benefit the entire nuclear power industry.

The lead-acid battery industry continued to rectify. On December 19, 2011, the Lead-acid Battery Branch of the China Electrical Equipment Industry Association held a summit forum in Tianjin on “Strictly Implementing National Environmental Protection Regulations to Promote the Sustainable Development of Lead-Acid Battery Industry” in order to regulate the current unorderly development. In the lead-acid battery industry, the Ministry of Industry and Information Technology entrusted the lead-acid battery branch of the China Electrical Equipment Industry Association to draft the “Acceptance Conditions for Lead-Acid Battery Industry” (hereinafter referred to as the “Entry Conditions”), which has now been submitted to the relevant department of the Ministry of Industry and Information Technology and is expected to be held in 2012. Released half a year.

According to reports, the formulation of the “Entry Requirements” was mainly considered from the aspects of corporate layout, clean production, environmental protection equipment, elimination of outdated production capacities and processes, and strict regulations were made.

If the new production capacity should be replaced with the phase-out capacity plus the market increment, the new project site should be “approved to establish the corresponding functional zone of the industrial park according to law”, etc.; the annual production capacity of the same plant in the new construction, expansion and expansion project should not be lower than Single-shift (8 hours) 500,000 kVA; prohibit the construction of new open-ended ordinary lead-acid batteries. The existing production line should stop production within 6 months after the implementation of the access conditions.

Viewpoint: In recent years, with the rapid increase in demand for lead-acid battery market, relatively loose investment policies, and relatively low industry barriers, a large number of low-level lead-acid battery companies have emerged. At present, there are nearly 2,000 lead-acid battery manufacturers in China. Among the enterprises that hold production licenses, fewer than 300 are medium and large-sized enterprises with an annual output value of over 100 million yuan, and the rest are low-end enterprises that mainly focus on manual operations. Some have no production license at all. The entire industry has developed in a disorderly state, with low technology and outstanding environmental issues.

Experts believe that: “To prevent pollution transfer, we should take advantage of industrial transfer to eliminate companies with backward processes and environmental protection that are not up to standard, and improve the environmental protection level of the industry.” With the introduction of the “Entry Requirements,” it is possible to curb blind investment and low-level redundant construction. Eliminate backward production capacity, strengthen pollution control, and promote industrial restructuring and optimization and upgrading.

It is not difficult to see that the specific links required in the “Entry Requirements” will promote existing enterprises to accelerate investment in technological transformation and upgrade the scale of advanced production capacity. For lead-acid battery companies, some companies with insufficient funds, advanced technology, and environmental protection will be able to withdraw from the industry. High threshold requirements may be more pragmatic for the highly polluting lead-acid battery industry, and it is more direct from the roots to revamp the improvement of Camby afterwards.