Green and Green Weekly Green and Low carbon Industry Frontier News Weekly Express! (02 20 02 26)

Mondo Finance Updated on 2024-02-27

Five key directions! The "Implementation Plan for the Solicitation and Promotion of National Key Low-carbon Technologies" was released!

Recently, the Ministry of Ecology and Environment and other departments issued a notice on the issuance of the "Implementation Plan for the Solicitation and Promotion of National Key Low-carbon Technologies", which focuses on five major directions: green and low-carbon energy transformation, carbon reduction in key areas, carbon storage and carbon sequestration, digital intelligence empowerment, and non-carbon dioxide emission reduction.

Promote the green and low-carbon transformation of energy! The National Energy Administration issued the "2024 Energy Industry Standard Plan Project Establishment Guide".

On February 23, the General Department of the National Energy Administration issued a notice on the issuance of the "2024 Energy Industry Standard Plan Project Establishment Guide". According to the notice, the focus of the project includes energy security and promoting green and low-carbon energy transformation. Industry standard plans to serve and ensure energy security and stability**, and support the goals of energy carbon peak and carbon neutrality; Industry standard plans to support the construction of new power systems and new energy systems, and promote green and low-carbon energy transformation, the development of emerging technology industries, energy efficiency improvement, and carbon emission reduction in the industrial chain.

The Ministry of Industry and Information Technology organizes the 2024 industrial energy-saving diagnosis service!

Recently, the General Office of the Ministry of Industry and Information Technology issued a notice on organizing and carrying out industrial energy-saving diagnostic services in 2024, among them, the scope of diagnostic services focuses on the selection of steel, petrochemical, chemical, building materials, non-ferrous metals, light industry, textiles, machinery, automobiles, electronics and other industries and data centers and other information infrastructure, by the provincial competent departments of industry and information technology, ** enterprise groups to organize energy-saving diagnostic service institutions for small and medium-sized enterprises, industrial parks, to carry out public welfare energy-saving diagnostic services.

Motors, industrial thermal equipment, etc. The Ministry of Industry and Information Technology issued a notice on organizing and carrying out the 2024 industrial energy conservation supervision work

A few days ago, the General Office of the Ministry of Industry and Information Technology issued a notice on organizing and carrying out the 2024 annual industrial energy conservation supervision work, which proposed that the energy efficiency of key energy-using equipment should be subject to special supervision. According to the mandatory energy efficiency standards for key energy-using products and equipment, as well as the advanced level of energy efficiency, energy saving level and access level, special supervision shall be carried out on transformers, motors and their systems (motors, fans, pumps, air compressors, industrial refrigeration equipment, etc.), industrial thermal energy equipment (industrial boilers, heat treatment equipment, etc.), and equipment ledgers shall be verified, and enterprises shall be urged to eliminate inefficient equipment that cannot meet the limits of mandatory energy efficiency standards in conjunction with relevant departments. This special supervision shall cover the above-mentioned sub-sectors and enterprises.

Ministry of Industry and Information Technology: Focus on formulating technology and equipment standards related to renewable energy such as solar energy and wind energy

On February 21, the General Office of the Ministry of Industry and Information Technology issued a notice on the issuance of guidelines for the construction of carbon peak and carbon neutrality standard systems in the industrial field, which pointed out that in terms of renewable energy utilization, it will focus on formulating relevant technologies and equipment standards for the development, transmission, energy storage, utilization and distributed application of renewable energy such as solar energy, wind energy, solar thermal energy, geothermal, tidal energy, and biomass energy.

Anchor six key tasks! The Beijing-Tianjin-Hebei Energy Coordinated Development Action Plan was introduced

Recently, with the approval of the Beijing-Tianjin-Hebei region, the Beijing Municipal Development and Reform Commission, the Tianjin Municipal Development and Reform Commission, and the Hebei Provincial Development and Reform Commission jointly compiled and issued the Beijing-Tianjin-Hebei Energy Coordinated Development Action Plan, comprehensively planning the key tasks, major projects and reform measures of the Beijing-Tianjin-Hebei regional energy development, focusing on building a "1+6" target task system, drawing an overall blueprint for the integrated development of regional energy, and providing a strong and reliable energy guarantee for the pilot and demonstration areas of Chinese-style modernization.

Promote the comprehensive green transformation of economic and social development! Presided over the fourth meeting of the Committee for Comprehensively Deepening Reform

On the afternoon of February 19, the general secretary of the Communist Party of China, the chairman of the Military Commission, and the director of the Committee for Comprehensively Deepening Reform presided over the fourth meeting of the Committee for Comprehensively Deepening Reform. The meeting emphasized that to promote the comprehensive green transformation of economic and social development, it is necessary to focus on key areas of economic and social development, build a spatial pattern of green, low-carbon and high-quality development, promote the green transformation of industrial structure, energy structure, transportation structure, and urban and rural construction and development, and accelerate the formation of production methods and lifestyles that conserve resources and protect the environment. It is necessary to grasp the key links to promote green transformation, promote comprehensive conservation, accelerate consumption transformation, and strengthen green technology innovation and the promotion and application of advanced green technologies. It is necessary to improve the fiscal, tax, financial, investment, first-class policies and related market-oriented mechanisms to support the green and low-carbon transition, and provide policy support and institutional guarantees for the green transformation.

Ministry of Ecology and Environment: A unified national carbon market is being built, and no new local pilots will be built

On February 26, the Information Office held a press conference on the Interim Regulations on the Administration of Carbon Emission Trading. Zhao Yingmin, vice minister of the Ministry of Ecology and Environment, said in response to the impact of the Regulations on local carbon emission trading markets that the construction of China's carbon market started from local pilots. According to the requirements of the "Opinions of the Communist Party of China on Accelerating the Construction of a National Unified Market", we are building a unified national carbon market, implementing unified industry accounting standards, unified regulatory rules, unified transaction settlement, and unified quota allocation scheme. I think there are three main aspects of the relationship between the national carbon market and the current local pilot carbon market: First, it is clear that no new local carbon markets will be established after the promulgation of the Regulations. Second, industries and enterprises included in the national carbon emission trading market will no longer participate in local pilot carbon markets, that is, they will not duplicate control. Third, the local pilot carbon market should refer to the "Regulations" issued this time, improve the relevant management system, and strengthen supervision and management.

The state approved China's third green electricity trading pilot!

After active efforts, the General Office of the National Development and Reform Commission and the General Department of the National Energy Administration recently issued the "Reply to the Pilot Program for Green Power Trading in the Inner Mongolia Electricity Market" (Fa Gai Ban Ti Gai [2024] No. 82), officially agreeing to the "Pilot Program for Green Power Trading in the Inner Mongolia Electricity Market". This is another important support measure issued by the state to implement the opinions of the state to our district, and our district has also become the third green electricity trading pilot approved by the state after the State Grid and China Southern Power Grid.

The United States released the 2024 version of the list of key and emerging technologies, and clean energy and energy storage technologies entered the top 10 for the first time

In February 2024, the U.S. National Science and Technology Council (NSTC) released a new version of the Critical and Emerging Technologies (CETS) list. The CETS list is based on the U.S. National Strategy for Critical and Emerging Technologies released in 2020, and the list of critical and emerging technology areas is updated every two years, as well as the list of specific technologies in each field. Compared with the 2022 version, in the 2024 edition of the list of key and emerging technologies, "clean energy power generation and storage technology" replaces the term "renewable energy power generation and storage technology", ranking eighth, and entering the top 10 of key technologies for the first time.

The International Energy Agency (IEA) has called for the implementation of COP28 energy-related commitments

The International Energy Agency (IEA) held a high-level meeting at its headquarters in Paris on the 20th, calling on all parties to implement the important energy commitments made at the 28th Conference of the Parties to the United Nations Framework Convention on Climate Change (COP28) and strive to achieve the global temperature control goal. Fatih Birol, Director General of the International Energy Agency, pointed out that the UAE Consensus has clarified the direction of the global energy industry and is of great significance for the global clean energy transition. However, the implementation of consensus will require a great deal of hard work, as well as an ongoing analysis of the progress and means to achieve these goals. The IEA is ready to work with countries to turn vision into reality. Birol said that the IEA will take a number of initiatives to promote the implementation of relevant commitments at COP28. Assist parties in developing solutions to provide more funding for the clean energy transition.

Vietnam released the "Vietnam Hydrogen Development Strategy by 2030 and Vision 2050".

Recently, Vietnamese Prime Minister Pham Minh Chinh recently issued Decree No. 165** approving the "Vietnam's Hydrogen Energy Development Strategy and Vision 2050 by 2030". The strategy is in line with the National Energy Development Strategy and the National Energy Master Plan 2021-2030 and Vision 2050, in line with the trend of global energy transition, contributing to Vietnam's energy security, promoting Vietnam's green, circular and hydrogen economy, achieving Vietnam's national goals on climate change, green growth and achieving net-zero emissions by 2050, and fulfilling Vietnam's commitments to achieve a sustainable, equitable and just energy transition.

Spain will promote 650 green hydrogen projects with a total investment of 4.9 billion euros

Spanish gas infrastructure operator Enagás plans to invest €4.9 billion in green hydrogen-related businesses by 2030. By 2030, renewable hydrogen production in Spain will reach about 2.5 million tonnes per year, according to an average scenario estimate derived from Enagás based on data from companies interested in participating in the construction of hydrogen transport infrastructure. Enagás has registered a total of 650 hydrogen projects, of which 65% are for production, 20% for consumption and the remaining 15% for sales.

Following France, Spain and other countries, the United Kingdom announced its withdrawal from the "outdated" Energy Charter Treaty

The UK announced on the 21st that it will withdraw from the Energy Charter Treaty (ECT), which allows fossil fuel companies to sue for climate policy, after efforts to align it with the net-zero emissions plan failed. The Guardian reported that ECT was established in the 90s to secure regional energy**, provide protection for fossil fuel companies, allow fossil fuel companies to sue host countries** for policies that harm their investments, and assert their rights to claim compensation. In Europe, where the green transition is now on full effect, ECT is seen by critics as protecting fossil fuel investments.

2 billion! Eight companies including CATL jointly held shares, and China Electrical Equipment Group Energy Storage Company was established

Tianyancha APP shows that on February 21, China Electrical Equipment Group Energy Storage Technology was established, the legal representative is Ji Kan, with a registered capital of 2 billion yuan, and its business scope includes energy storage technical services, battery manufacturing, mechanical and electrical equipment manufacturing, centralized fast charging stations, etc.

Sprint for IPO! Sunshine New Energy increased its capital and shares to attract 34.7 billion yuan

On February 20, Sungrow announced that the company's holding subsidiary, Sunshine New Energy, recently introduced investors Anhui Tieji New Energy Equity Investment Partnership and Zhejiang Fuzhejiang Fuchuang Equity Investment Partnership through capital increase and share expansion. The two companies increased their capital by a total of 34.7 billion yuan, of which 27387.53 million yuan for new share capital, 319612.47 million yuan was included in the capital reserve. After the completion of this capital increase, the registered capital of Sunshine New Energy will be increased from 14994609.59 million yuan increased to 15268484.89 million yuan, Sungrow's equity ratio in Sunshine New Energy will be 829437% to 814559%, Sungrow New Energy is still a holding subsidiary within the scope of Sungrow's consolidated statements.

Inject 400 million yuan into energy storage Huaneng established an energy development company

Recently, Huaneng Industrial Investment (Lianyungang) Energy Development was established, the legal representative is Xu Ting, with a registered capital of 400 million yuan, of which Huaneng International Power Jiangsu Energy Development holds 51% of its equity. The business scope includes construction engineering design, battery manufacturing, energy storage technology services, wind power generation technology services, high-efficiency and energy-saving technology research and development in the power industry, centralized fast charging stations, etc.

Inject 26.8 billion! This listed shipping company does energy storage across borders

On February 20, Jiangsu Andefu Energy Technology Co., Ltd. was established, with Li Taoyuan as the legal representative and a registered capital of 26.8 billion RMB. The Company's business scope is as follows: general projects: research and development of emerging energy technologies; energy storage technical services; technology promotion and application services; engineering and technology research and experimental development; technology intermediary services; environmental consulting services; technical services, technology development, technical consultation, technology exchange, technology transfer, technology promotion; technology promotion services; information technology consulting services; engineering cost consulting business; security consulting services; Management; business management consulting; socio-economic advisory services; equity investment; Engage in investment activities with its own funds; financing advisory services; asset management services for the investment of own funds; It is reported that the major shareholder behind the company is Shenghang Shares, a listed company. According to its official website, Shenghang Co., Ltd. is mainly engaged in the transportation of domestic coastal, middle and lower reaches of the Yangtze River, as well as international oil tankers and chemical ships.

Energy investment will continue to grow rapidly in 2023

The reporter recently learned from the National Energy Administration: In 2023, China's energy investment will maintain rapid growth, and according to monitoring, the investment in key energy projects under construction and planned to start construction in the country will be about 28 trillion yuan. New energy investment is growing rapidly. In 2023, the amount of investment in new energy will increase by more than 34% year-on-year. The investment in solar power generation exceeded 670 billion yuan, and the investment in centralized photovoltaic in Hebei, Yunnan and Xinjiang increased by more than 100% year-on-year. The investment in wind power has exceeded 380 billion yuan, and the investment in onshore wind power in three provinces of Liaoning, Gansu and Xinjiang has been accelerated, and the investment in new large-scale offshore wind power projects in two provinces of Shandong and Guangdong has been released in a concentrated manner. China has become an indispensable force for the development of clean energy in the world. In 2023, the global installed capacity of renewable energy will be 5100 million kilowatts, of which China contributes more than 50%.

Beijing Helong Optimization Technology Co., Ltd. ***

The company was founded in August 2004 and listed in August 2013, with a total share capital of 95 million yuan. Headquartered in Zhongguancun Haidian Park, the company has wholly-owned subsidiaries, technology research institutes, offices and other branches in Beijing, Jinan, Nanjing, Xi'an, Hohhot and other underground locations. The company has passed the ISO quality, environment, occupational health and safety management system certification, and is a national high-tech enterprise, a double-soft enterprise, and an energy-saving service company registered by the state. A number of energy-saving technologies have been selected into the recommended catalogue of energy-saving technology and equipment of the Ministry of Industry and Information Technology.

Main business:For the production lines of metallurgical steel, electric power and thermal power, building materials cement, petrochemical and chemical industries, etc., it provides a system technology solution integrating "advanced control, advanced optimal control, artificial intelligence, device-level and enterprise-level big data mining, multi-device coordinated optimization, large system coordinated optimization and other technologies".

Core Benefits:Technical advantages, brand advantages, experience advantages, etc.

Cooperation Requirements:Seek cooperation with companies with market advantages in metallurgy, steel, electric power, thermal power, building materials, cement, petrochemical and other fields.

Interested companies are welcome to call "EESIA" for consultation.

Guangdong Dior technology***

Founded in 1999, Guangdong Dior Technology Co., Ltd. is an innovation-led, technology-supported, and market-oriented energy efficiency big data integrated operation service provider, creating an "energy efficiency big data" comprehensive operation service platform. The company is committed to scientific and technological innovation, combines the cutting-edge development of information technology with energy-using systems, builds an Internet of Things information collection system, and creates an online and offline integrated ecosystem through the industrial Internet, so as to provide comprehensive operation services such as remote operation and maintenance, energy efficiency big data value mining and other comprehensive operation services for end customers, industries and enterprises.

Main business:Energy management, air conditioning energy saving, intelligent power distribution, etc.

Core Benefits:Technical advantages, experience advantages, etc.

Cooperation Requirements:Seek partners with market resources in commercial complexes, large-scale public buildings and other fields.

Interested companies are welcome to call "EESIA" for consultation.

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