219: What we are doing about new energy.

219 is already over half. Change and uncertainty are still the reality that China's energy sector will face, and new opportunities and challenges are accelerating the reshuffle of the industry. In the face of change, only by clarifying the trend based on the present can we grasp the opportunity of the times; To meet the challenges of the future.

So, what stories are happening in China's energy field in 219?

Power system reform accelerates the expansion of inter-provincial power transactions

On December 25, 218, State Grid Corporation of China held a press conference, making it clear that the next step will be to focus on 1 key tasks and continuously push forward the comprehensive deepening reform.

the next day, the national development and reform commission and the national energy administration issued the "notice on submitting the fourth batch of pilot projects for incremental distribution business reform", which made it clear that in order to speed up the release of power distribution business to social capital, the fourth batch of pilot projects for incremental distribution business reform will continue to be organized.

on December 27th, 218, the trial operation of spot power markets in Gansu and Shanxi started, thus opening the prelude to China's power system reform in 219. With the promotion of power system reform this year, the construction of spot power market is further accelerated, and the scale of inter-provincial power transactions is continuously expanding. It can be said that in 219, China's power system reform achieved landmark results. It is expected to make a key breakthrough.

oil and gas system reform accelerates the breakthrough of pipeline network independence

In 218, news about "oil and gas pipeline network independence and national pipeline company will be established" came out frequently. Judging from the state's basic idea of energy system reform "managing the middle and letting go of both ends", pipe network separation is the only way for oil and gas system reform, which is conducive to oil and gas companies to further deepen the reform of mixed ownership. In order to truly and effectively break the monopoly in the oil and gas field and promote the marketization and specialization of the vertical industrial chain in the oil and gas field, we must first realize the real separation of oil and gas from the pipeline network, and 219 is a crucial year.

It is the general trend for new energy vehicles to go up against the trend of hydrogen energy

In 218, the downward pressure on the economy was great, which led to the decline of automobile sales, but the production and sales of new energy vehicles maintained a sustained high-speed growth. Hydrogen fuel cell vehicles are regarded as promising clean energy vehicles because of their good environmental compatibility, high energy conversion efficiency, low noise, long cruising range, short refueling time and no need to charge. At present, there are more than 2 hydrogen fuel cell vehicles used for demonstration in China, with a cumulative mileage of more than 1, kilometers. In 219, the output value of hydrogen energy vehicles will usher in a period of rapid development. By 23, the output value of China's hydrogen energy automobile industry is expected to exceed the trillion-dollar mark.

Natural gas supply and demand are still in a tight balance

In 217, China has surpassed South Korea to become the second largest importer of liquefied natural gas (LNG) in the world, and it is looming to surpass Japan, which ranks first.

in 219, the national level made sufficient preparations for natural gas supply. The output and supply of natural gas have reached a new high, and the construction of gas storage capacity has made remarkable progress. It is estimated that the annual output of natural gas will increase by more than 1 billion cubic meters and the supply will increase by more than 3 billion cubic meters. Compared with the same period last year, the supply in winter heating period will increase by about 1 million cubic meters per day. It is expected that the supply of natural gas will continue to increase steadily in 219, but with the continuous promotion of air pollution control and "coal to gas", the supply and demand of natural gas will still be in a "tight balance" state.

Photovoltaic has entered the era of parity, and the integration of light and storage has gradually become a trend.

After two years of rapid development, the renewable energy fund for maintaining new energy installations is overwhelmed and the subsidy gap is huge. The future of photovoltaic depends on whether it can access the Internet at a low price, and the ability to reduce costs has become the core competitiveness of the industry.

in 219, we have begun to "bring everything from point to area" and open the era of photovoltaic parity. With the rapid improvement of energy storage technology and the continuous decline of cost, "photovoltaic+energy storage" will play an important role in the future energy field, and more enterprises will lay out this field in 219.

the wind power industry picks up all year round, and the offshore installed capacity moves forward steadily

in 218, the wind power industry accelerated the development of offshore wind power and distributed wind power, and the situation was reversed after the installed capacity declined for two consecutive years. Offshore wind power used to be a short board in the development of the industry. After more than three years of development, China's offshore wind power has basically met the conditions for large-scale development, both in terms of exploitable resources and technical policies. At present, wind power enterprises have experienced two cycles of baptism, and the competitive advantage of leading enterprises is very obvious. It is estimated that in 219, the installed capacity of wind power will show a state of recovery throughout the year, reaching the level of about 3GW.

The quota system is hard to be introduced to encourage the development of new energy

At the end of 218, the National Energy Administration issued a letter soliciting opinions on the Notice on Implementing the Renewable Energy Electricity Quota System again, which is the third time that the quota system has solicited opinions since March and September of 218. It can be said that the difficult quota system will add a great driving force to the development of new energy, and from the perspective of local governments and power grid companies, it will form the assessment pressure of new energy generation and transmission, thus encouraging the development of new energy. It is expected that the quota index for 219 will be released in the first half of the year.

mixed reform of State Grid and speeding up UHV to meet the peak of construction

In September 218, the National Energy Administration issued the Notice on Accelerating the Planning and Construction of a Number of Key Power Transmission and Transformation Projects. The notice mentioned that nine key power transmission and transformation lines will be approved in 218 and 219, and * * * involves 12 UHV lines, which is another construction peak after the large-scale planning and construction of UHV in 212. At the end of 218, State Grid Corporation of China held a press conference, announcing that on the basis of the previous exploration of mixed ownership reform such as incremental distribution, trading institutions and pumped storage power stations, it will continue to increase the scope and intensity of "mixed reform" and launch a series of measures such as opening UHV construction investment to social capital for the first time.

it is worth noting that, besides the opening of the domestic market, the overseas market of UHV is also very promising. Generally speaking, the construction period of UHV is about 2-3 years, which means that 219 will be the year of delivery, and equipment manufacturers will usher in the peak of performance in 22.

The problem of "three wastes" can alleviate the high-quality development of new energy

According to the data of the National Energy Administration, in the first three quarters of 218, the consumption of renewable energy power generation continued to improve, and the abandoned power and abandoned power rate maintained a downward trend. It is estimated that in 219, the utilization rate of renewable energy power generation in China will be further improved, and the power and electricity abandonment rate will remain at a reasonable level. By 22, the problem of abandoning water, wind and light will be basically solved.

promoting the development of related industries

returning the coal chemical market to the fast lane

At the national energy work conference held in December 218, relevant leaders emphasized that demonstration projects such as coal-to-oil and coal-to-gas should be promoted in a scientific and orderly manner. With the national energy security and the slow recovery of oil prices, the coal chemical market is returning to the fast lane. At present, modern coal chemical technologies such as coal-to-oil and coal-to-natural gas in China are still new industries, and the input and output of coal chemical projects are large, which has a far-reaching impact on promoting the development of related industries and promoting local economic vitality. At the same time, because coal chemical projects involve water consumption, land occupation, environmental pollution, product quality standards, pricing, market access and other issues, the development of China's modern coal chemical industry is facing problems such as imperfect industrial policies and insufficient attention, and some core technologies and equipment are also subject to people.

however, as the development direction of the energy industry supported by the state, it is predicted that the industrial policies of coal-to-oil and coal-to-gas will be gradually improved in 219.