Structural adjustment of new energy can bear the heavy responsibility

In 2011, due to the opening of the “Twelfth Five-Year Plan”, it will be particularly eye-catching. This year’s “two sessions” will also become an intensive release period for new energy and other related policies. As the weather vane for the whole year of development, the topics and discussions on new energy in the "two sessions" may depict the road map for this year and the next five years, and the public's expectations, conjectures and doubts about new energy are expected to be "two sessions". Can be cracked one by one. Whether new energy can undertake the transformation of structural responsibility and change the development mode is the main line running through the "Twelfth Five-Year Plan". In the "Twelfth Five-Year Plan" and even the next decade, China's energy development will be carried out around two goals, namely, non-fossil energy by 2020. The proportion of total primary energy consumption is about 15%; by 2020, China's carbon dioxide emissions per unit of GDP will fall by 40% to 45% compared with 2005. These two goals will affect China's energy development framework for the next 10 years. The development requirements for this goal have made China continue to increase the proportion of non-fossil energy in the past two years. According to data released by the National Energy Administration, as of the end of 2010, China's non-fossil energy installed capacity accounted for 26.5%, an increase of 1.1% over last year. Percentage points. Judging from the development of various fields of new energy, there will be different degrees of substantial development in the future. In the news released at the 2011 National Energy Work Conference held before the Spring Festival, in terms of wind energy development, it did not sing as expected. Zhang Guobao, former director of the National Energy Administration, said that it will "unswervingly promote wind power development, coordinate the implementation of market consumption, do a good job in transmission planning, continue to build large-scale wind power bases, and strive for a total of 55 million kilowatts of grid-connected wind turbines." At the same time, the National Energy Administration has successively deployed projects such as: Gansu Jiuquan Phase II 5 million kilowatts, Xinjiang Hami 2 million kilowatts, Inner Mongolia Kailu 2 million kilowatts, and Jilin Tongyu 1.5 million kilowatts. At the same time, Jiangsu's new 1 million kilowatt offshore wind power project was launched to promote the development of offshore wind power in Hebei, Shandong, Zhejiang and Fujian, and to build the second phase of the Shanghai Donghai Bridge offshore wind power project. It should be pointed out that the National Energy Administration proposed for the first time to cultivate the photovoltaic industry into China's advanced equipment manufacturing industry and emerging energy pillar industries. It is foreseeable that this further strengthening of the domestic development of photovoltaic industry policy will make domestic PV installed capacity expected to double in the next two years. Compared with the situation that wind, light and other energy sources continue to “scenery”, the high-profile development of nuclear power has shifted from “actively promoting” to “steadily advancing”, and the tone of China’s domestic nuclear power development policy has been adjusted. Zhang Guobao said that it is necessary to develop nuclear power efficiently on the basis of ensuring safety, "prioritizing the construction of coastal nuclear power and steadily advancing the inland nuclear power project." It is worth mentioning that although the absolute scale of renewable energy sources has been increasing year by year, the proportion of total energy consumption has begun to decline. In an interview with reporters, Li Junfeng, deputy director of the Energy Research Institute of the National Development and Reform Commission, revealed a set of data showing that in 2008 China's renewable energy accounted for 7.9% of total primary energy consumption, and in 2009 it fell to 7.8%. Li Junfeng said that at present, the development indicators for wind power, hydropower, etc. have been completed in the "Eleventh Five-Year Plan", and the target of renewable energy accounting for 10% of total energy consumption has not been completed. This also means that China has a long way to go to accelerate the development of renewable energy, including wind power. The next five years will become a strategic opportunity for China's new energy development. In addition to the fundamental task of providing safe, stable, economic and clean energy, the task of transforming the development mode is still arduous. At the "two sessions" in the country, whether the new energy can assume the heavy lifting structure will become a hot topic of discussion. Whether the new energy Internet policy can be improved The integration of new energy power generation and the determination of the on-grid price are always the key factors for the accelerated development of new energy. In order to solve the problem of mutual cooperation between the supply side and the demand side, the power generation grid connection can be legally enforced. The Renewable Energy Law (revised), which was officially implemented on April 1 last year, clarifies that the power grid has the responsibility to acquire qualified ones. Renewable energy generation. At the same time, new energy power generation companies are also obliged to provide qualified renewable energy to the grid. However, there are laws and regulations that must be implemented in accordance with the law. It is necessary to create favorable conditions for the implementation of the new "Renewable Energy Law". The actions and cooperation of relevant departments are still needed. In the "Decision on Accelerating the Cultivation and Development of Strategic Emerging Industries" issued by the State Council in October last year, it was mentioned that it will focus on cultivating and developing new energy sources, and announced that it will implement a new energy quota system and implement a full guarantee purchase system for new energy power generation. . At the National Energy Work Conference, Zhang Guobao also said that he will study the issue of online quotas for new energy power generation. In the future, the new energy power generation online quota will be borne by State Grid Corporation and China Southern Power Grid Corporation, and will be distributed to various regional and provincial power grid companies. This also means that in the next five years, China's new energy policy will bid farewell to government subsidies to promote industry development, and mandatory and punitive measures will also be included in policy considerations. Whether the policy can be calmly developed despite the need to vigorously increase the proportion of renewable energy such as new energy in energy consumption, but in recent years, the blind pursuit of new energy in the development process has affected its healthy development. Ignoring the arduousness of the development of new technologies and new industries, we hope to gain market leadership through rapid expansion of production capacity rather than technological innovation and quality advantages, thus introducing the industry into a wrong way. This situation of destructive encouragement has been criticized in the industry, blindly greedy and The pursuit of scale has once made China's new energy industry often associated with “excess”. Today, as new energy tends to develop globally, its competitiveness and contribution to national emission reductions are discounted. In the face of this phenomenon of “getting a good early night”, Li Junfeng said that the long-term strategy and recent strategy of new energy should be distinguished, and the development priorities should be different. In the near future, China should focus on the development of wind power, so that new energy can be quickly promoted and seen results; but in the long run, it should focus on the development of solar power, because solar energy is everywhere and has better development prospects. At present, China has clearly defined that wind power development has gradually evolved from onshore wind power to sea and land wind power. In February last year, the National Energy Administration and the State Oceanic Administration jointly issued the Interim Measures for the Administration of Offshore Wind Power Development and Construction to regulate offshore wind power construction. Although the offshore wind power project has been launched, the industry believes that it will take time to introduce a special policy for offshore wind power. Under the premise that electricity prices are gradually clear and development plans are successively introduced, wind power development will be based on stability. In the development of solar energy, under the leadership of the National Energy Administration, this year will continue to carry out tenders for photovoltaic power plant projects in the western region, with a total scale of about 500,000 kilowatts. Construction of Qinghai Golmud Solar Power Generation Base and promotion of demonstration projects such as solar thermal power generation in Qinghai and Inner Mongolia. At the same time, accelerate the implementation of the “Golden Sun Project”, support the construction of several new energy demonstration cities, and support the construction of solar energy in Turpan New City. However, how to formulate the project bidding system and pricing system in the construction of photovoltaic solar energy projects in the northwest region, how to promote subsidy measures in the solar energy application market in the southeast coast, and how to coordinate the photovoltaic feed-in tariffs are still stuck in the stage of crossing the river by feeling the stones. Energy expert Zhou Fengqi asserted to reporters that solar power technology is not improving and it is difficult to develop on a large scale. From the perspective of nuclear power, in terms of structural adjustment, the state will "have a heavy responsibility", and in the "Twelfth Five-Year Plan" and even longer, there will be a substantial development. At present, China's capacity under construction has ranked first in the world. However, Zhou Fengqi did not approve of the nuclear power installed target is too high, he told reporters that if China's nuclear power installed capacity reached 86 million kilowatts in 2020, the annual demand for uranium will be about 20,000 tons, almost the total global demand for uranium. one third. This will present real problems for the corresponding uranium resources and the post-treatment of nuclear waste. In response to many problems in the field of new energy, during the past two years of the National "two sessions", representatives and committee members frequently asked questions from relevant departments to reflect their heat. In the "two sessions" of the "12th Five-Year Plan" year, this kind of Discussion or will continue.
 

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