China's New Energy Industry for ten years of gorgeous transformation and innovation reform is upright

Since the 18th National Congress of the Communist Party of China, my country has achieved leapfrog development with renewable energy represented by hydropower, wind power, and photovoltaic power generation. In the past ten years, the new energy industry has achieved remarkable achievements from stewed thorns to the wind and waves. New energy companies have been technically changed and innovated several times, from subsidies to spelling, and continuously innovate products to meet the wind.

Ten years ago, my country's new energy power generation accounted for only 2.7%, and as of the end of 2021, the value had reached 18.5%. In addition, according to data from the National Bureau of Statistics, in the first five months of 2022, the total installed capacity of renewable energy power generation in my country exceeded 1.1 billion kilowatts, and the scale of hydropower, wind power, photovoltaic power generation, and biomass power generation installation ranked first in the world.

China's new energy industry has achieved gorgeous transformation in ten years. From the vast desert Gobi to the vast and magnificent marine grassland, China's new energy industry step by step, steadily promoting energy transformation.

From quantity to qualitative change

Energy transformation is leaps and bounds

The ten years of changes in the new energy industry are the ten years when the energy structure adjustment has been adjusted from quantitative to qualitative changes.

In the past ten years, the scale and power generation of new energy installations have continued to expand. As of the end of 2021, the total of 670 million kilowatts of wind power photovoltaic and net installed machines was nearly 90 times that of 2012. The country's total power generation is about 8.4 trillion kWh, of which new energy power generation is 1.55 trillion kWh, and new energy power generation accounts for 18.5%.

In the past ten years, renewable energy has become the main body of my country's new installed capacity.

On August 2nd, Wang Dapeng, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration, said that the development of renewable energy continued to improve, and the scale of renewable energy installed capacity was steadily expanded. In the first half of 2022, China's renewable energy power generation installation was 54.75 million kilowatts, accounting for 80%of the country's new power generation installed capacity. Among them, the national photovoltaic power generation installation machine was 30.88 million kilowatts, including 11.23 million kilowatts of photovoltaic power stations, and a distributed photovoltaic 19.65 million kilowatts. As of the end of June, photovoltaic power generation was installed 336 million kilowatts.

Peng Suping, an academician of the Chinese Academy of Engineering and a professor at China University of Mining and Technology, told a reporter from the Securities Daily that ten years ago, the photovoltaic industry experienced pain. Later, with the support of national policies, with the upgrading of technology, related companies continued to develop products and services, and they could develop rapidly in ten years.

In the past ten years, the hydropower industry has achieved from running and leading.

"Baihetan Hydropower Station, which was put into production in 2021, all 16 million kilowatts of hybrid hydropower units were all localized." Relevant sources of China Electricity Construction introduced to the "Securities Daily" reporter that with the unremitting efforts of engineering builders and scientific researchers, it took 10 10 to 10 10 Many years of research and research, the overall design of the water wheel generator set, the development of the turntable model, the electromagnetic magnetic venoma, high -efficiency cooling, thrust bearing, high -pressure insulation, high -intensity materials, key component manufacturing and other technologies have achieved a series of innovative results, forming a complete formation The technical standards for designing, manufacturing, installation, and measurement and control of self -intellectual property rights. The investment in Baihetan Million Unit operating marks the historic leap again in the operation of the Chinese hydropower crew. Since the 18th National Congress of the Communist Party of China, my country's large -scale mixed -flow, flow, axial flow, and reversible hydropower units have all achieved independent design and manufacturing to reach the international leading level.

"Don't accumulate step by step, there is no thousand miles." Relevant persons of the Three Gorges Energy mentioned that the process of developing wind power is also quite emotional.

As one of the important directions for the development of clean energy, sea wind power accompanied by my country's energy revolution and marine strategy has shown a rapid development momentum. In the late "Thirteenth Five -Year Plan" period, my country's offshore wind power industry entered a stage of accelerated development.

Data show that as of the end of 2021, my country's offshore wind power installed 26.38 Gava, accounting for 48%of global sea -wind installations, ranking first in the world.

In fact, the construction process of offshore wind power is not smooth sailing, and it is quite tortuous. The above -mentioned Three Gorges Energy sources talked about the reporter of the Securities Daily, "The development of my country's offshore wind power is considered from scratch. At that time, when the Three Gorges Group decided to develop offshore wind power, the industry's necessity of the development of sea wind power development did not fully understand, and the industry did not fully understand the development prospects of the sea. Most of them are not optimistic, and macro policies lack sufficient support. In addition, domestic development starts late, and its development, equipment, technology, management, etc. have no mature experience to learn from.

Since 2014, the Three Gorges Group has actively developed new energy businesses such as wind power and solar energy to build new energy business as the second main business of the group. In 2015, the Three Gorges Group proposed that the Three Gorges Energy would become a "sea -winding leader", forming a rolling development pattern of "put into production, build a batch, approve a batch, and reserve a batch".

Relevant persons of the Three Gorges Energy told the "Securities Daily" reporter that the company started from the skeleton water from Jiangsu, step by step from beach to tide, offshore and the sea, and continuously increased the large -scale development of concentrated seaside concentrations. As of the end of 2021, the size of the offshore wind power capacity reached 4.57 million kilowatts, ranking first in the country, and the "Three Gorges" wind power corridors gradually formed.

In the past ten years, the new energy industry represented by hydropower, photovoltaic power generation, and wind power has fruitful results and achieved outstanding results. In the past ten years, my country has formed a relatively complete renewable energy technology industry system. The rapid iteration of photovoltaic power generation technology has refreshed the world record of battery conversion efficiency many times; the water and electricity field has the world's largest millions of kilowatt water turbine groups to independently design and manufacture; low wind speed, typhoon, ultra -high tower, ultra -high altitude wind power technology ranks the world At the forefront, the 10 MW sea superior fan began to produce in batches. "Since the 18th National Congress of the Communist Party of China, my country has continuously increased its support for the new energy industry, which has achieved its current highlight. In the past decade Energy CEO Qi Haiyu told the "Securities Daily" reporter that the trend of new energy power generation and coal -fired cremation is being divided, and coal -fired thermal power generation shows a trend of "stability and stability". New energy power generation is a "stable stability and stability The step -by -step process.

From the auxiliary industry to "darling"

Capital blessing to ride the wind and waves

In the past ten years, the new energy industry has also entered the fast track of development in the capital market. Related companies are not only performance performance, but also the company's market value has reached a new high. For a while, upstream and downstream companies in the new energy industry chain attracted capital to chase various capitals, cross -border, mergers and acquisitions, and expansion of capital.

"More than ten years ago, the company believed that thermal power generation was the main business of the power industry. Whether it was the technical content or the scale of power generation. Zhao Li, the investment director of Energy International, told a reporter from the Securities Daily that the biggest feeling in the past ten years was that the new energy industry changed from auxiliary industry to the main business.

According to statistics from Oriental Fortune CHOICE data, as of August 3, 2022, 835 new energy -related listed companies in the A -share market have a total market value of 21.66 trillion yuan, of which 45 companies with a total market value of 100 billion yuan or above are 45 Home, 346 yuan or above.

In this regard, Qi Haizheng said that since the 18th National Congress of the Communist Party of China, the scale of new energy power generation in my country has repeatedly reached a record high. This is due to the continuous and deep promotion of relevant national policies. In addition The energy industry is booming. The market value of new energy companies has also achieved leap -up in the past ten years. Ten billion yuan and 100 billion yuan market value companies have continued to emerge. my country has also become the world's largest new energy installation market and the largest new energy industry manufacturing center.

With capital assistance, the photovoltaic industry has developed faster.

Qi Haizheng said that by 2012, China's photovoltaic industry "two ends outside", that is, the market is outside and raw materials. The photovoltaic industry is labeled with high energy -consuming labels like cement, steel and other industries. It is extremely difficult.

Data show that from 2012 to 2022, a total of 19 photovoltaic equipment companies landed on the capital market. As of now, 35 photovoltaic equipment listed companies have been listed, of which 7 companies including Daquan Energy, Tiantuang Energy, Longji Green Energy have a market value of more than 100 billion yuan. In addition, nearly 70 % of the company's market value exceeds 10 billion yuan. From the perspective of the operating profit of related companies, from 2012 to 2021, the profit growth of many companies has increased significantly, and the net profit of companies such as Tongwei and Daquan Energy has turned over dozens of times.

With the landing of the "double carbon" goal, photovoltaic listed companies have ushered in a period of gold.

Since 2021, many photovoltaic companies have issued a fixed increase announcement. According to Data from Oriental Fortune, in the past two years, 12 photovoltaic companies raised a total of more than 40 billion yuan to be used for production and expansion.

It is worth noting that other types of new energy listed companies have also increased their production in the past two years. Data from Oriental Fortune Choice shows that since 2021 (as of August 3), a total of 139 new energy -related listed companies have issued funds for fundraising, raising funds of 284.536 billion yuan.

"Regardless of the needs of increasing issuance, debt issuance, or shares, new energy companies can get the favor of many capitals. At the same time, the policy departments have also strongly supported. For this reason, many new energy companies choose to return to the A -share market." Qi Haihai The concubine further mentioned.

According to public information, since 2019, there have been high -profile returning to A shares in photovoltaic companies such as Jing'ao Technology, Tiantang Energy, Daquan Energy, and Jingke Energy.

与此同时，受益于“双碳”目标的发展机遇，新能源产业更是开启加速度，不少上市公司纷纷跨界，重金押注新能源细分赛道，譬如多晶硅、光伏组件、氢储、 Key links such as lithium batteries and other industrial chains.

Since 2022, hundreds of companies in the A -share energy conservation and environmental protection sector have launched industry integration and extending the industry chain through mergers and acquisitions. The leading enterprise "cross -border" layout of the new energy industry chain has become a new trend of this round of mergers and reorganizations. Energy materials, landscape power generation, energy storage and other segments.

Yang Delong, chief economist of Qianhai Open Source Fund, told a reporter from the Securities Daily that the "dual carbon" goal has brought opportunities for the development of new energy enterprises. Fund key layout of new energy vehicles and its industrial chain, photovoltaic wind power new energy industry leading stocks.

"In the past ten years, the support of national policies and the blessings of various capitals, the establishment of various new energy and green development funds, etc. This is all actively sharing the feast of the new energy era. "Qi Haiyu further emphasized that strong capital promotion will transform" fossil energy consumption "into the era of" new energy and electricity consumption "more quickly and efficient. "Double Carbon" Opportunity is upright

Energy reform is very promising

The future is here, not far away. Energy reform has continued to advance, and the new energy industry is still promising.

In September 2020, my country officially proposed the "double carbon" goal. China's carbon emissions strive to reach the peak by 2030 and achieve carbon neutrality by 2060. In March 2021, my country proposed to deepen the reform of the power system and build a new type of power system with new energy as the main body. New energy and other new energy sources such as wind power and photovoltaic are dominated in the power structure. In this regard, the scenery -based new energy industry ushered in the turning point of development, and the tracks such as energy storage and hydrogen energy also competed for the appearance of pink and ink. The new energy industry really occupied an important position.

On June 1, 2022, the "Fourteen Five -Year Plan" Renewable Energy Development Plan "clearly stated that by 2025, the annual power generation of renewable energy will reach 3.3 trillion kWh. During the "Fourteenth Five -Year Plan" period, the increase in the increase in the amount of power generation of renewable energy in my country will exceed 50%of the increase in power consumption in the whole society, and wind power and solar power generation will double.

Zhao Li said that the implementation of the "double carbon" goal and the establishment of the new energy system with new energy as the main body, marking that the new energy industry will usher in a real outbreak period.

As a state -owned enterprise in the capital, Jingneng International wants to play the card of "Green Electric Entering Beijing". Talking about how to seize market opportunities, Zhao Li said that based on the advantages of the capital, the company laid out the development of large -scale clean energy base projects in surroundings, and at the same time deployed equity investment business of clean energy upstream and downstream core technology.

"The development opportunities and potential of the new energy low -carbon economy have just been released, and the future development trend is much greater than other traditional industries." Qi Haixuan said that building a new power system with new energy as the main body is in the background of carbon neutrality. Increased the proportion of new energy power generation such as photovoltaic and wind power and improved green power energy efficiency. It can be seen that the development of a low -carbon economy will become the goal of my country's social and economic upgrades and transformation in the future and towards high -quality development.

Since the 18th National Congress of the Communist Party of China, a series of heavy planning and policies in my country's energy field have been introduced densely, forming a strategic planning system to promote the energy revolution, and continuously promoting the optimization of energy structure in my country and the high -quality development of renewable energy.

"Coal is still the" compressor stone 'of energy safety, but at the same time, it needs to accelerate the development of green and low -carbon. The implementation of renewable energy replacement operations will be the mainstream of change. "Zhu Gongshan told reporters that China is running into the low -carbon era and moves towards zero carbon. future.

From the perspective of Zhao Li, technological innovation or business model innovation is still a disruptive factor in the development of the future industry. Although the current new energy industry is no longer the blue ocean, especially in many industries in the middle and upper reaches, it is in a state of being strong. However, it is an important area for future market competition in the technology iterative technology iteration of photovoltaic batteries, the top and downstream core technology of the hydrogen energy industry chain, and the user side -based power trading service.

(Editor in charge: Wang Qingyu)

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