New energy industry will remain under pressure

- May 08, 2019 -

< P > Henan Microwave Equipment Network News: For the new energy industry with high expectations of shouldering the heavy task of economic transformation, 2009 is the fastest growing year for the industry, the year with the most frequent policy promulgation, and the year with the most exposed problems. The reflection left to our government and many new energy enterprises in 2009 is that China's new energy industry must follow a rational, coordinated and sustainable development path. Blind enclosure, repeated construction and short-sighted practice of taking advantage of opportunities to achieve achievements can easily lead the direction of industrial development into a wrong direction.

industry analysts concluded that in 2010, China will continue to introduce new energy policies. On the one hand, it will continue to support the development of new energy industries. On the other hand, there will be clear rules or regulatory policies to avoid bubbles and low-level development in the industry, so that we can truly help transform our economy. The policy of

will "keep pressure"

On December 30, 2009, Shi Lishan, deputy director of the New Energy Department of the State Energy Administration, said that the development plan and industrial policy of the national wind power industry will be strictly implemented, industry management will be strengthened, structure optimization and upgrading will be promoted, and blind expansion of low-level production capacity will be controlled. Recently, China's "Renewable Energy Law Amendment (Draft)" was submitted for consideration for the second time. China's renewable energy development has initially determined the rational development ideas. In fact, both wind and photovoltaic power generation experienced an unprecedented upsurge of development in 2009. The data show that the total installed capacity of wind power in China is about 12.2 million kilowatts in 2008, and it is expected to double to 24 million kilowatts in 2009. In 2008, the output of solar cells in China is about 2550 megawatts, and in 2009, it is expected to exceed 3000 megawatts. Some experts said that at this rate, in the 12th Five-Year Plan, the total amount of new energy in China will be further increased.

In September 2009, polycrystalline silicon and wind power equipment were listed as overcapacity by the State Council. Despite the controversy among analysts about whether there is excess in the industry, it sounds an alarm for the development of the new energy industry. At present, many "new energy development bases" have been constructed in different parts of the country. How to balance the scale and benefit of future development requires not only enterprises to avoid the risk of excess, but also local governments to guide them correctly.

specifically analyzes the problems in the new energy industry. It is easy to see that the risk of overcapacity in polysilicon is due to the transformation of supply and demand of raw materials and terminal demand in China's photovoltaic industry, and the transformation of supply and demand caused by the crisis in Europe and America, which directly leads to the collapse of polycrystalline silicon foam. After the price of polycrystalline silicon fell sharply, enterprises were shuffled and domestic photovoltaic industry entered a new starting point. The development of wind power is soon stuck in the bottleneck of "grid connection difficulty" after entering the fast lane. This problem needs to be solved step by step by improving the industry access standards and speeding up the construction of smart grid.

Analysts expect that the new energy policy to be launched in early 2010 will include the industry development guidance of wind power and photovoltaic power generation, and the development guidance of polycrystalline silicon industry to restrain polycrystalline silicon investment. In the long run, the national grid-connected standards of wind power and photovoltaic power generation in China, the grid-connected price of photovoltaic power and the industry of wind power and photovoltaic power will be promulgated. Standards and so on. It is understood that the leading group of wind power industry standards led by the Science and Technology Department of the State Energy Administration has been established. Following the upsurge of developing low-carbon economy in the international arena, China also made a commitment at Copenhagen Conference to achieve a 40-45% reduction in carbon dioxide emissions per unit GDP by 2020 compared with 2005. To achieve this goal, we need not only to develop new energy industry, but also to energetically save energy and reduce emissions from traditional fossil energy. In the view of analysts, the latter has greater potential and lower cost.

According to data released by China Telecom Union, by the end of 2008, the capacity of power generation equipment in China was 79.253 million kilowatts, of which thermal power was 60.13 million kilowatts, accounting for 75.87% of the total capacity, while wind, solar energy, biomass and other "new energy" accounted for only about 7%. At present, China's power structure is still dominated by thermal power, and analysts expect future articles on "energy saving and emission reduction" of traditional fossil energy sources to be promising.

In addition, the Ministry of Industry and Information Technology of China has proposed the development of "strategic emerging industries", which means that many traditional industries in China are expected to carry out structural adjustment and transformation of development ideas on the basis of the development of new energy industries.

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