Breaking the energy transformation: Technical breakthrough is the key skeleton carrying the industrial system

Author:21st Century Economic report Time:2022.08.11

The 21st Century Business Herald reporter Li Dushangyu intern Liu Yuqing Beijing reported at the present, the proposal of the "double carbon" goal accompanied by the gradual implementation of the systematic planning layout, the "1+N" policy system and implementation plans of various places have been introduced one after another, and the development of strategic technology development With the application, the industrial transformation of energy -focusing has become the top priority, and the economic, social, and environmental sustainable coordinated development is far away.

Recently, at the Fourth Yanqi Lake Forum hosted by Yanqi Lake Research Institute, the guests participated in in -depth exchanges around the theme of "building a foundation and steadily advancement" to jointly analyze the road of high -quality development of China's economy and society.

The guests believed that compared with the vibrant social environment of industrial innovation. As one of the most comprehensive industrial category systems in the world, under the drive of the "double carbon" goal, the carbon reduction operation of the comprehensive opening of various industries is extremely conducive to the development of low -carbon technology, especially with low application costs and applications. Scenario rich prospect technology. For China's high -quality economic transformation, technology not only means energy application itself, but also supporting technical facilities.

New and old kinetic energy converted to center of gravity

The key industrial transformation with energy is not only the key to the high -quality development of the economy and society, but also the energy layout of the new and old kinetic energy to focus on the focus of the focus.

In recent years, the European Union has pursued climate to energy security, and it will seek to get rid of energy dependence through diversified energy supply, renewable energy development and investment.

"Since the first quarter of this year, the solar panel components imported from China have increased by more than doubled." Yao Yang, Dean of the National Development Research Institute of Peking University, said at the 4th Yanqi Lake Forum that a few days ago, the US Supreme Court was 6 : 3 Decide to limit the climate change through the EPA of the U.S. Environmental Protection Agency through the "Cleaning Air Act", which is likely to impact the carbon emissions signed by the Presidential Administrative Order by 65%and the implementation of carbon neutrality in 2050.

Chinese experience is quickly accumulated. According to Zheng Yu, chairman of Chongqing Long Passing Travel Technology Co., Ltd., in terms of electricity calculations, both hydropower technology or photovoltaic and wind power technology, China is internationally leading. The integration and development promotes innovation. The former has promoted and applied large -scale promotion and application through strong technological innovation and even basic technological innovation, and through large -scale central enterprises and state -owned enterprises.

According to Yao Yang, China has achieved leading advantages in China in the field of AI, new energy, and electric vehicles. It is worth mentioning that China has basically advantages in the battery field. In the Ningde era, a family accounted for 35%of the world, BYD accounted for 11%, and the top ten power battery manufacturers were 60%. In terms of quality, it has begun to lead the world. It is precisely because of the leading position of battery technology that BYD has become the third car company in the world. Its electric vehicles have sold nearly 500,000 units in the first half of this year, and the growth rate is still one of the fastest.

Breaking through the core technology of fuel cells is the key

The guests believed that China was high -carbon energy, and the production of hydrogen energy and fuel cells was actually disruptive technology, from physical power generation to chemical power generation.

According to McKinsey's forecast, China may need to increase the demand of 18 million tons of hydrogen in 2030. In response, Peng Suping, an academician of the Chinese Academy of Engineering and a professor at the University of Mining and Technology in China, said in an interview with the above forum that the development of hydrogen energy in the past five years has become a very good country. Fusion. Hydrogen energy itself is energy and a medium for energy storage. Under the conditions of relative excess coal chemical capacity of coal chemical industry, hydrogen making can also be a solution. For example, high -carbon energy such as coal is actually The process of hydrogenation.

"The real distributed power generation of fuel cell power generation may be 10-15 years." According to Peng Suping, in fact, more energy development is more susceptible to the development of the corresponding environment in the industrial chain. The latter cannot be used, but the fuel cell has not passed. If it is reached 130 degrees by improving the battery implementation by material, it can also greatly reduce the cost of production of hydrogen production. That is, the core technology that China currently needs to break through And the same situation also occurs in the problem of engine improvement in engine lag.

And Wang Zhonglin, director of the Beijing Institute of Nano Energy and Systems of the Chinese Academy of Sciences, pointed out the future layout of "large energy+distributed energy+renewable energy" in the above forum. A longer time can we see the effect of technological changes.

Wang Zhonglin shared his nanotechnology as a sustainable and stable power supply to the 21st Century Economic Herald, solve the dilemma of wind and light energy, and provides a constant day and night, exported stable energy. Marine resources, realize the possibility of efficient use of fragmented, highly disorder but wide distribution.

At the same time, Wang Zhonglin was confident in the application of his technology to the energy technology system, but he put forward the dilemma of the current application of cutting -edge energy technology. According to sharing, nanotechnology is mainly used in the sensing link, and then improves the flexible perception and efficient production operation capabilities of the energy system. Synchronization in stages, there are also cost issues that require a large number of government investment and technology application transformation.

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