Heavy! The full text of the Interim Regulations on the Administration of Carbon Emission Trading was officially released, and it will be implemented from May 1!
**Premier Li Qiang recently signed an order promulgating the "Interim Regulations on the Administration of Carbon Emission Trading", which will come into force on May 1, 2024.
Expand the market demand for green certificates! Three departments: strengthen the connection between green certificates and energy-saving and carbon-reduction policies to promote non-fossil energy consumption
A few days ago, the National Development and Reform Commission, the National Bureau of Statistics, and the National Energy Administration issued a notice on strengthening the connection between green power certificates and energy-saving and carbon-reduction policies to vigorously promote non-fossil energy consumption. Among them, it is proposed to expand the scope of green certificate trading. Encourage all regions to implement a renewable energy consumption commitment system for new projects, accelerate the establishment of a mandatory renewable energy consumption mechanism for high-energy-consuming enterprises, and reasonably increase the consumption ratio requirements。 Encourage relevant projects to replace renewable energy consumption through the purchase of green certificates and green electricity, and expand the market demand for green certificates. All regions should decompose the responsibility for renewable energy consumption to key energy-using units, explore the implementation of fossil energy consumption budget management for key energy-using units, and offset the excess budget through the purchase of green certificates and green electricity。 Support all kinds of enterprises, especially export-oriented enterprises and industry leading enterprises, to achieve green, low-carbon and high-quality development through the purchase of green certificates and the use of green electricity. Promote leading enterprises, local state-owned enterprises, institutions and institutions to play a leading role and steadily increase the proportion of renewable energy consumption。
Document No. 1 in 2024: Promote the development of distributed new energy in rural areas!
On February 3, since the 18th National Congress of the Communist Party of China, the 12th document guiding the work of "three rural" was authorized by Xinhua News Agency to issue a "road map" for effectively promoting the comprehensive revitalization of the countryside. Among them, in terms of improving the level of rural construction, the document proposes: to promote the consolidation and upgrading of rural power grids. Promote the development of distributed new energy in rural areas, and strengthen the planning and construction of new energy vehicle charging and swapping facilities in key villages and towns.
255.400 million yuan! State Grid will issue the third renewable energy subsidy fund in 2023
On February 2, the State Grid issued an announcement on the transfer of the third renewable energy electricity price additional subsidy fund in 2023, which showed that in December 2023, the Ministry of Finance issued an annual budget of 2553761 million yuan for the company's renewable energy electricity price additional subsidy funds, including 1302978 yuan for wind power generation and 1214973 yuan for solar power generation.
23 pcs! The General Department of the National Energy Administration publicizes typical cases of green and low-carbon energy transformation
On January 31, the General Department of the National Energy Administration issued a public announcement on typical cases of green and low-carbon energy transformation, and 23 cases, including the "Nuclear Energy Heating Project of Shandong Haiyang Nuclear Power Plant", were included as typical cases of green and low-carbon energy transformation.
The Ministry of Ecology and Environment (MEE) issued the Technical Guidelines for the Compilation of Emissions Inventories of Air Pollutants and Greenhouse Gases
Recently, the Ministry of Ecology and Environment issued the Technical Guidelines for the Compilation of Emissions Inventory of Air Pollutants and Greenhouse Gases (Trial). The Guidelines refine the classification and grading system of emission sources, stipulate the procedures for compiling the inventory of air pollutants and greenhouse gases, and clarify the technical methods for compiling the inventory and the quality control of the whole process. The scope of accounting includes homologous emissions of air pollutants, carbon dioxide, methane, nitrous oxide and hydrofluorocarbons.
The Ministry of Industry and Information Technology issued the "Interim Measures for the Gradient Cultivation and Management of Green Factories"!
On January 30, the Ministry of Industry and Information Technology issued a notice on the "Interim Measures for the Gradient Cultivation and Management of Green Factories". The term "green factory" in these measures refers to the realization of intensive land use, harmless raw materials, clean production, waste recycling, low-carbon energy enterprises, is the core implementation unit of green manufacturing.
The State Railway Administration and other five departments jointly issued the "Implementation Plan for Promoting the Low-carbon Development of the Railway Industry".
According to the National Railway Administration, in order to fully implement the decision-making and deployment and accelerate the green and low-carbon development of railways in the new era, recently, the National Railway Administration jointly issued the "Implementation Plan for Promoting the Low-carbon Development of the Railway Industry", which pointed out the guiding ideology and basic principles of the low-carbon development of the railway industry, put forward the overall goals and main indicators, and put forward 12 key tasks from 5 aspects.
Strengthen the green energy industry and build an efficient, ecological and green industrial cluster
On the afternoon of January 31, the Political Bureau of the Communist Party of China conducted the 11th collective study on solidly promoting high-quality development. The general secretary of the Communist Party of China pointed out that green development is the background color of high-quality development, and the new quality productivity itself is green productivity. We must accelerate the green transformation of the development mode and help achieve carbon peak and carbon neutrality. Firmly establish and practice the concept that lucid waters and lush mountains are invaluable assets, and unswervingly follow the path of ecological priority and green development. Accelerate the promotion and application of green technology innovation and advanced green technology, strengthen the green manufacturing industry, develop the green service industry, expand the green energy industry, develop green and low-carbon industries and chains, and build a green and low-carbon circular economic system. We will continue to optimize the economic policy toolbox that supports green and low-carbon development, give full play to the leading role of green finance, and build efficient ecological green industrial clusters. At the same time, we vigorously advocate a green and healthy lifestyle in the whole society.
The maximum total is 3.4 billion yuan! PV set off a wave of buybacks
Recently, in the context of the downturn for many consecutive days and the new low in the photovoltaic sector, TCL Zhonghuan, Tongwei Co., Ltd., LONGi Green Energy, Aixu Co., Ltd., Daqo Energy, Trina Solar and other photovoltaic leaders "grouped" to set off a wave of photovoltaic repurchases, with a cumulative maximum repurchase amount of more than 4.4 billion yuan, of which the silicon material leader Tongwei Co., Ltd. and silicon wafer leader TCL Zhonghuan are the most "generous", and the maximum repurchase amount is expected to reach 2 billion yuan and 1 billion yuan. As of the date of publication, TCL Zhonghuan has completed the repurchase of about 5 million shares, with a total transaction amount of about 62 million yuan, and according to the calculation of the top repurchase of 1 billion yuan, it still has more than 900 million yuan of "bullets" ready to go. At the same time, the total remaining "bullets" of enterprises related to this round of "photovoltaic repurchase tide" can reach up to 3.4 billion yuan. Historically, most of the companies that have bought back are at low valuations, and the buybacks demonstrate the determination of enterprises and boost the confidence of the capital market, thereby promoting the return of stock price valuations.
The first renewable energy order of the national voluntary greenhouse gas emission reduction trading was completed
On January 22, the national greenhouse gas voluntary emission reduction trading (CCER) market was launched in Beijing, and the national energy group Longyuan Power Carbon Assets Company used its own funds to **40,000 tons of wind power project CCER and 10,000 tons of carbon sequestration afforestation project CCER in the first day of trading, becoming the first renewable energy project in the national greenhouse gas voluntary emission reduction trading market and the largest transaction of renewable energy project CCER on the same day.
For the first time, renewables accounted for more than half of Germany's electricity generation
Recently, the 2023 energy industry situation released by the Federal Network Administration, the German power grid regulator, shows that in 2023, renewable energy sources such as wind, hydro, solar, and biomass energy in Germany will account for more than half of the power generation for the first time, reaching 55%, a year-on-year increase of 66 percentage points. In 2023, Germany's installed renewable energy capacity grew by more than 17 GW, with a cumulative increase of around 12%.
The world's first country to ban the sale of fuel vehicles was born
According to foreign media reports, recently, the Ethiopian Ministry of Transport and Logistics announced that it would ban fuel vehicles from entering the country, and only electric vehicles would be allowed to be sold in the future. As a result, Ethiopia has become the first country in the world to ban the sale of gasoline-powered vehicles. It is reported that the reason why Ethiopia announced a ban on the sale of fuel vehicles is because the country spent nearly $6 billion on importing fossil fuels in 2023, more than half of which are used for fuel vehicles.
South Korea** Relaxation of safety requirements for hydrogen refueling stations
South Korea** recently announced the relaxation of hydrogen refueling station safety regulations, aiming to increase the number of hydrogen refueling stations in South Korea from 192 to 458 by 2030. The most critical proposal in the regulations is to remove the requirement that hydrogen plants be at least 12 meters away from surrounding buildings, a move that is intended to protect third-party property from the impact of ** events. However, this requirement limits the location of hydrogen refueling stations, especially in densely populated urban areas of South Korea. South Korea's hydrogen refueling station regulation has improved, but there are still regulations restricting the construction and operation of hydrogen refueling stations, South Korea said in a document titled "Field-Oriented Regulatory Innovation Program to Cultivate the World's No. 1 Hydrogen Energy Industry." The document was issued after an emergency meeting of South Korea's Minister of National Economy.
The Chilean Hydrogen Association signed an agreement with its French counterparts to accelerate hydrogen cooperation between the two countries
On Thursday, within the framework of the Hyvolution Paris Hydrogen Innovation Summit in Paris, the Chilean Hydrogen Association (H2 Chile) and the French Hydrogen Association (French Hydrogen Energy Association) signed a memorandum of understanding at the Chilean Embassy in France. The agreement aims to promote collaboration between the hydrogen associations of the two countries and accelerate the development of the hydrogen energy industry in both countries. "Green hydrogen plays a fundamental role in Chile's quest to achieve carbon neutrality by 2050, and France is a strategic partner in achieving this goal," said Pardo, Minister of Smart Sources. In fact, in 2021, we signed the Chile-France Joint Declaration on Green Hydrogen, which aims to develop green hydrogen and clean energy".
Spain will withdraw from nuclear power in 2035, and the decommissioning is planned to cost 20.2 billion euros
Spain will shut down all of its nuclear power plants by 2035, Reuters reported last month, while proposing energy measures including extending renewable energy projects and adjusting renewable energy auctions. The nuclear power plants will begin shutting down in 2027 and that the management and dismantling of their radioactive waste will cost about 20.2 billion euros ($22.4 billion), which will be borne by the nuclear power plant operator.
30 billion! China's major project has landed in Harbin
On January 29, Shuangcheng District and China Energy Construction Hydrogen Energy held a signing ceremony on the "Harbin Shuangcheng District Wind and Solar Hydrogen Ammonia Integration Project". It is understood that China Energy Construction Hydrogen Energy is a wholly-owned subsidiary of China Energy Construction Group, the implementation body of investment and capital operation of hydrogen energy-related industries at home and abroad, as well as an integrated platform for investment, construction and operation of hydrogen energy business, industrial platform, technology research and development platform and technology application platform. The company gives full play to the role of investment driving and traction, fully involved in the complete hydrogen energy industry chain such as hydrogen production, transportation, storage and application, and takes the production of green hydrogen chain energy products (green ammonia, green methanol, etc.) from renewable energy as the core, and its business covers all links of the hydrogen energy industry chain of production, storage, transportation, processing and research. In order to accelerate the economic and social development of Shuangcheng District, the company plans to invest 30 billion yuan to build an integrated project of wind, solar, hydrogen, ammonia, and alcohol in Shuangcheng District, covering the whole industrial chain of hydrogen production, hydrogen refueling, hydrogen energy chemical industry, and hydrogen energy equipment, which can improve the construction of the whole hydrogen energy industry chain in Harbin.
5 billion! CATL has built a large-scale photovoltaic base, which is located in Jining
On February 1, CATL 1The grid connection ceremony of the third batch of 1GW national large-scale photovoltaic base projects and the first phase of the 250MW photovoltaic power generation project of Times Green Energy Yanzhou was held. It is understood that the CATL GW-level photovoltaic and storage integrated base project is located in Xinglongzhuang Street, Yanzhou District, with a total investment of 5 billion yuan, which is an important supporting project of the CATL new energy project and a major supporting and leading project for Jining to accelerate the "14th Five-Year Plan" for the conversion of old and new kinetic energy. The project occupies an area and utilizes nearly 1 coal mining subsidence water surface in Xinglongzhuang Street20,000 acres, the first batch of 450MW photovoltaic power generation projects with an investment of 1.8 billion yuan and Xinglong green energy independent energy storage projects with a total investment of 900 million yuan. It is worth noting that the first phase of the grid-connected project adopts the scheme of "photovoltaic + coal mining subsidence area management", focusing on the integrated development of photovoltaic and ecological restoration.
Sungrow 4900 million energy new action!
On February 2, Sungrow announced that Sungrow, Renfa Investment, Fuzhejiang Capital, and Hangzhou Industry plan to jointly initiate the formation of an equity investment with a total scale of 1 billion yuan**, of which Sungrow will contribute 4900 million yuan, Fuzhejiang Capital invested 300 million yuan, Hangzhou Industry invested 200 million yuan, and Renfa Investment invested 0100 million yuan. According to the announcement, the ** will focus on the upstream and downstream of the new energy industry, including but not limited to photovoltaic and wind power application technology, advanced energy storage, hydrogen energy technology, carbon peak and carbon neutrality, high-end intelligent manufacturing and other related fields. The investment target of the parent ** is the sub**, and the reserve target includes PE **VC**, angel**, project system**, etc.
$200 million injected! Guodian Power established an overseas investment company
Recently, Guodian Power issued an announcement on the resolution of the 25th session of the eighth board of directors, according to the announcement, Guodian Power established Guodian Power Hong Kong Overseas Investment *** with a registered capital of 200 million US dollars. Company functions: Responsible for the pre-development, investment and operation of the company's overseas projects, overseas financing management, tax planning, risk prevention and control, etc.
In 2023, the installed capacity of solar power generation will exceed 600 million kilowatts, and the investment will increase by 38% year-on-year7%
According to the "2023-2024 National Power Supply and Demand Situation Analysis Report" released by the China Electricity Council on the 30th, by the end of 2023, the installed capacity of full-caliber power generation in the country will be 29200 million kilowatts, a year-on-year increase of 139%。After exceeding 1 kilowatt per capita at the end of 2014, the per capita installed power generation capacity will exceed 2 kilowatts for the first time in 2023. The proportion of coal-fired power installed capacity dropped to 399%, falling below 40% for the first time. The share of coal-fired power capacity fell below 50% for the first time at the end of 2020. Looking at the investment again, in 2023, the investment in power supply of key survey enterprises will increase by 30% year-on-year1%, of which non-fossil energy power generation investment increased by 31 year-on-year5%, accounting for 89 percent of power supply investment2%。Investment in solar power generation, wind power, nuclear power, thermal power, and hydropower increased by 13% and 13 year-on-year, respectively7%。
The International Energy Agency (IEA) reports a downgrade in green hydrogen** China's green hydrogen production growth rate is outstanding
Recently, the International Energy Agency (IEA) slashed the amount of new wind and solar energy used to produce green hydrogen in the next five years in its "Renewable Energy 2023: 2028 Analysis**" report, which means that global green hydrogen production will be lower than previously expected. Notably, the report downgraded the ** for all regions except China, the only market that is likely to grow close to the announced target, and which will account for 70% of the world's new capacity by 2025. According to the IEA**, China will install 24 GW of renewable energy capacity for hydrogen production by 2028, well above the estimated 1 GW needed. This will provide impetus for China to achieve its target of 100,000-200,000 tonnes of renewable hydrogen per year by 2025.
Tianjin Fengshang smart energy technology development***
Tianjin Fengshang Smart Energy Technology Development Co., Ltd. (hereinafter referred to as "Fengshang") is a leading national high-tech enterprise focusing on the integration of investment, design, construction, operation and maintenance of building energy big data and energy systems. Fengshang can provide comprehensive building energy services such as energy planning, energy station investment and construction, energy-saving renovation and energy trusteeship for public buildings in the fields of offices, hotels, shopping malls, hospitals, schools and transportation hubs, and is an energy-saving service company recognized by the state and the Ministry of Finance; The Ministry of Education certified the "energy efficiency leader" warehousing enterprise.
Main business:Building energy hosting services: investment in new construction + energy hosting; energy-saving renovation + energy trusteeship; Energy escrow.
Core Benefits:Technical advantages, experience advantages, etc.
Cooperation Requirements:Seek public building owners or partners with market resources in the fields of offices, hotels, shopping malls, hospitals, schools and transportation hubs.
Interested companies are welcome to call "EESIA" for consultation.
Si'an New Energy Co., Ltd. ***
The company is a leading large-scale enterprise of smart integrated energy services, a leader in the comprehensive utilization of industrial waste heat and energy, and a provider of zero-carbon solutions for smart factories. One-stop smart energy overall solutions for operation and management and carbon asset life cycle management services.
Main business:Based on the "trinity" of energy digitalization + demand-side comprehensive energy solution + energy hosting operation service, it is a smart comprehensive energy service system with full system, full process, all-round and full life cycle.
Core Benefits:Technical advantages, brand advantages, etc.
Cooperation Requirements:Seek partners with market advantages in high-capacity industries, equipment manufacturing and other industrial industries. Interested companies are welcome to call "EESIA" for consultation.
Interested companies are welcome to call "EESIA" for consultation.