New energy development indicators will be significantly adjusted, and the wind power industry will become the focus of policy support

2022/08/11

The new energy industry revitalization plan is the same as many previous industrial plans. The main content is the task of developing the new energy industry in the three years from 2009 to 2011. Due to the rapid development momentum, in the industrial revitalization plan, the development goals of wind power and photovoltaic power generation have been significantly improved compared with the "medium and long-term development plan for renewable energy" issued in 2007. According to the information provided by the National Energy Administration, the development of wind power will promote technological progress and industrial development through large-scale development, realize the localization of equipment manufacturing, and make the layout of wind power market competitive as soon as possible, focusing on the construction of large-scale wind power bases and the development of licensed projects. tender. The relevant person in charge of the Renewable Energy Development Center of the Energy Research Institute of the National Development and Reform Commission said that, as a key development area, the goal of wind power is to strive to exceed 100 million kilowatts in terms of market size. The "medium and long-term development plan for renewable energy" in the wind power development of 30 million kilowatts target may be achieved in 2011.

The recently released "China Wind Power Development Report 2008" shows that the expansion of my country's wind power market directly promotes the development of the domestic wind power industry. According to incomplete statistics, as of the end of 2007, there were more than 100 wind power manufacturing and related parts enterprises in my country. In the new wind power market share in 2007, domestic products accounted for 55%, an increase of 10 percentage points over 2006. The unit equipment manufacturing capacity has been greatly improved. In terms of wind power development and construction, my country has built more than 200 wind farms, mastered the technology and experience of wind farm operation and management, and trained and trained a number of technical talents in wind power design and construction, laying a solid foundation for the large-scale development and utilization of wind power. a good foundation. After years of hard work, my country's grid-connected wind power has entered a new stage of large-scale development. In addition, my country has formed the world's largest small fan industry and market, which has effectively promoted the development of rural electrification.

According to reports, starting from 2009, my country will strive to spend more than 10 years to build several tens of millions of kilowatts of wind power bases in Gansu, Inner Mongolia, Hebei and Jiangsu. For the wind power industry, the biggest beneficiaries of the new energy industry revitalization plan will be the upstream and downstream ends of the wind power industry chain, including wind power equipment manufacturers and wind farm operators. With policy support, the market space for wind power will continue to expand in the future, providing wind power equipment manufacturers with broader profit and development space. As more wind power manufacturers participate in the market, the wind power complete machine market will see a situation of competition, and a few dominant companies will stand out and become the industry leaders. Whether operators can make profits is the bottleneck restricting whether wind power can be put into production on a large scale. At present, the on-grid electricity price of wind power in my country is carried out by way of concession bidding. From 2003 to 2007, a total of 5 phases were carried out, but there are many unreasonable places in the existing pricing model. The relevant person in charge of the National Energy Administration said that the on-grid tariff measures that have been restricting the development of wind power are involved in the new energy industry revitalization plan, and relevant policies are still under discussion and research.

It is understood that the renewable energy industry in many countries in Europe and the United States has developed relatively maturely with the support of the government. In the United States, each state can formulate different electricity price policies according to their own conditions, and even one state can be tested first and then extended to other states. However, my country is currently implementing the "unified electricity price" policy, and it is difficult to learn from foreign experience on this point. However, for investors, they all ultimately need a clear tariff policy. "Actually, whether tax policy or subsidy policy is the most important factor, price is the most important factor. Because energy investment is different from other types of investment, a contract is signed for 20 years. The price is measured to estimate the future rate of return, so as to judge whether a project has investment value.” said a person from the China Clean Energy Investment Fund, which is in preparation.

According to the upcoming new energy industry revitalization plan, in the field of new energy, if the company has the right direction and conditions, the scale will not be limited, and the bigger the better. The country's specific support policies for new energy development will include finance, price, taxation, technology research and development, etc. A person from the Industrial Economics Research Department of the Development Research Center of the State Council said that my country's new energy industry has cost advantages over developed countries and technological advantages over developing countries. In addition to addressing energy and climate change issues, the revitalization plan is also conducive to fostering new economic growth points.