The 2024 National Two Sessions are being held warmly, with the release of the first work report and the proposal of representatives from all over the country, "new energy" has become one of the hot topics of the two sessions. For the development of China's new energy industry, what are the policies and suggestions of the two sessions?
**The work report mentions new energy many times
In the 2023 work review, the ** work report mentioned that China's new energy vehicle sales accounted for more than 60% of the world's total, and the export of electric vehicles, lithium batteries, and photovoltaic products increased by nearly 30%; In the past year, the installed capacity of renewable energy has historically surpassed that of thermal power, and more than half of the world's new installed capacity has been added.
For the future work, the work report pointed out that it is necessary to vigorously develop a green and low-carbon economy, and promote the green transformation of industrial structure, energy structure, transportation structure, and urban and rural construction;
It is necessary to consolidate and expand the leading advantages of intelligent networked new energy vehicles and other industries, accelerate the development of cutting-edge emerging hydrogen energy, new materials, innovative drugs and other industries, and actively build new growth engines such as biomanufacturing, commercial aerospace, and low-altitude economy;
In the consumption part of this year's key work, the work report specifically mentions that it is necessary to encourage and promote the trade-in of consumer goods to boost bulk consumption such as intelligent networked new energy vehicles and electronic products.
It can be seen that the affirmation of the achievements we have made in the field of new energy in the past year, as well as the firm support of future policies.
The deputies and committee members discussed new energy
Feng Xingya, deputy to the National People's Congress and general manager of Guangzhou Automobile Group, pointed out that the imperfect power battery standard system restricts the large-scale development of new energy vehicles and the research and development of all-solid-state high-performance batteries. He is not unified in terms of charging and swapping energy standards.
1. Problems such as the lack of all-solid-state battery standards, and the unification of high-power charging standards and battery swap standards, and the exploration of the establishment of an all-solid-state battery standard system are put forward.
Cao Renxian, deputy to the National People's Congress and chairman of Sungrow, suggested that relevant departments should increase the supervision of new energy electricity price policies in various provinces, organize regular inspections, and timely correct the situation that the new electricity price policies of new energy projects in various provinces are contrary to the original policies, and promote sustainable investment in new energy;
Qian Feng, member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference and academician of the Chinese Academy of Engineering, suggested improving the planning and layout of the national charging and swapping network, carrying out the standardization of charging and swapping stations and supporting batteries, and promoting the construction of the industrial chain of the new energy vehicle charging and swapping market;
In view of the significant increase in tariff and non-tariff barriers in the process of Chinese cars going overseas, Zhang Xinghai, chairman of Sailis Group, suggested that relevant departments should promote the international mutual recognition of carbon footprint accounting standards, methods and data, especially to strengthen low-carbon development cooperation with the European Union, and break through the barriers related to carbon emissions for China's new energy vehicles exported to Europe.
There are many proposals for the two sessions on new energy, and the important meetings in the early stage emphasized that it is necessary to take advantage of the trend and take advantage of the situation to promote the high-quality development of new energy in China with greater efforts, provide safe and reliable energy guarantee for Chinese-style modernization, and make greater contributions to building a clean and beautiful world. It is necessary to coordinate the development of new energy and national energy security, aim at the frontier of world energy science and technology, adapt to the needs of energy transformation, and deepen international cooperation and ...... in new energy science and technology innovationA series of deployment requirements provide a fundamental and realistic path for promoting the transformation of the energy structure and accelerating the construction of a new energy system.
How to look at the investment in the new energy industry in 2024
In 2023, the new energy industry will continue to develop rapidly, and the new installed capacity of wind power and photovoltaic power generation in 2023 will be 759gw/216.9GW, up 101 year-on-year7%/148.1%。In 2023, the cumulative export scale of battery modules will be 2107GW, up 332%。(Data**: National Energy Administration) In 2023, domestic new energy vehicles will grow rapidly, achieving sales of 94950,000 units, up 379% with a penetration rate of 3155%。Exports of new energy vehicles totaled more than 1.2 million units, up 776%, and the export volume ranks first in the world. (Data**: Federation of Passenger Cars).
In contrast, the new energy industry has undergone a significant adjustment. The main photovoltaic industry chain is fast, the profits of all links at the manufacturing end are compressed, and the large fluctuations in lithium carbonate make the lithium battery industry chain as a whole, the capacity utilization rate is declining, the problem of overcapacity is prominent, and the profitability of enterprises is declining. The secondary market also reflects that the new energy sector has undergone a drastic adjustment.
Looking forward to 2024, we believe that the demand side of the lithium battery industry will continue to be supported by policies, and the sales of electric vehicles are expected to reach a higher level with the purchase discounts and product strength of car manufacturers. Raw materials are currently at a relatively low level, and the expectation of tighter supply is expected to promote the stocking of lithium carbonate material factories. With the gradual stabilization of the profitability of the industrial chain, the prosperity or marginal improvement of the industry has led to the restoration of valuation; In the photovoltaic industry, we see that the production schedule in March has increased significantly, and the inventory has been well depleted, and the module has been launched, and the construction of domestic large-scale ground power stations is expected to promote the recovery of demand, which in turn will drive the improvement of profit margin and the recovery of the industry's prosperity. It is believed that after the supply is cleared, the new energy industry will usher in a higher quality development, and the investment opportunities in the new energy sector will also increase.
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