NDRC Encourage Great Differences in Treatment Between New Energy Investment Industries

The revised “Guidance Catalogue for the Adjustment of Industrial Structure” (2011 edition) (hereinafter referred to as the “Catalogue”) was introduced a few days ago. This directory represents the new orientation of the “12th Five-Year” industrial restructuring. In this new catalogue, the new energy industry as a strategic emerging industry is an impressive new category as an encouragement category. This is also before the specific industrial plans such as the "New Energy Industry Development Plan" come out, from the national level to the industry. The latest will reflects.

The National Development and Reform Commission encourages the new energy investment industry to have a large difference in treatment, but the different industries in the new energy category suffer from different “treatments”. Compared with the detailed encouragement of solar energy and biomass energy, wind energy and ocean energy have only passed one sentence. Regarding this, people close to the NDRC told reporters that this is only a direction for policy encouragement and guidance. It does not mean that they do not support the development if they do not enter the encouragement category.

<br> <br> new energy in the spring as a framework document, the "directory" has the meaning coordinate the development of directional industry, and also the first to reflect specific industry development plan before the introduction of the national attitude.

At the end of December last year, Xiong Bilin, inspector of the Industry Coordination Department of the National Development and Reform Commission, publicly stated that the new catalogue will highlight strategic and forward-looking, highlighting the development of strategic emerging industries and industrial transformation and upgrading, and prohibiting investment in new projects that belong to restricted categories. The limited current production capacity allows companies to take measures to upgrade and upgrade within a certain period of time, and resolutely eliminate obsolete products, technologies, processes, and equipment that do not meet the relevant national laws, regulations, standards, and industrial policies.

At the same time, the detailed contents of the items will be refined to specific areas or products, technologies, processes, equipment and services in principle, and the boundaries should be clearly defined to accurately reflect industrial policy requirements so as to avoid ambiguity.

Judging from the published new version, the catalog (2011 edition) maintains this category unchanged in 2005 and is still divided into encouraged, restricted, and eliminated categories. Among them, there are 14 categories added to the encouraged category, including urban rail transit equipment, integrated transportation, public safety and emergency products.

These 14 categories cover almost all the contents of the strategic emerging industries. The reporter found that new energy, which is an important part of strategic emerging industries, has been separately listed and encouraged.

Previously, in the 2005 and 2007 revisions (draft for solicitation), New Energy only encouraged the words “wind power generation and solar energy, geothermal energy, ocean energy, and biomass energy, etc.” Covered.

This revision is more detailed. The sub-entries under the new energy sub-item include 10 sub-items, which cover solar energy, biomass energy, wind energy, and ocean energy. Among them, there are a maximum of 5 entries for biomass energy development, 4 for encouraging solar energy development, and 1 for ocean energy.

"The catalogue issued by the 11th Five-Year Plan is mainly aimed at formulating energy-saving and emission-reduction requirements, while the new catalogue puts forward requirements for the cultivation of new energy and other strategic emerging industries in terms of emission reduction requirements. More importantly, the state has proposed Since the 25th-year target for emission reduction and the commitment of new energy sources are bound by the binding targets, it has been reflected in the catalogue, said Lin Boqiang, director of the Xiamen University Energy Economic Research Center.

Entry refined scenery are two different worlds <br> <br> and biomass energy chain is completely different, other energy sources to encourage is a bit thin, with wind and ocean energy only encourage "electric hybrid systems with photovoltaic technology development and The use of "and" ocean energy, geothermal energy technology development and equipment manufacturing "is a substitute, in addition there is no more mention.

Compared with the two, solar energy encourages the entry to be more clear, including the encouragement of “solar thermal power generation and heat collection systems, development and application of solar photovoltaic power generation system integration technologies, development and manufacture of inverter control systems,” and “integrated solar energy building components design”. "Manufacturing," "Efficient Solar Water Heaters and Hot Water Projects, Solar High-Temperature Utilization Technology Development and Equipment Manufacturing," etc.

Why is the same new energy, but encountered two heavy heavens?

In accordance with the Interim Provisions for the Promotion of Industrial Structure Adjustment issued at the end of 2005, the orientation and description of encouragement categories mainly refer to “promoting important economic and social development, helping to conserve resources, protecting the environment, and optimizing the industrial structure. To upgrade, key technologies, equipment, and products that need to be encouraged and supported by policy measures."

Specifically, the regulations require encouraged projects to have greater market demand at present and in the future, with broad prospects for development, which will help improve the supply capacity of shortage commodities and help develop domestic and foreign markets; and domestically have research and development and industrialization. The technological basis is conducive to technological innovation and the formation of new economic growth points. With higher technological content, it is conducive to promoting industrial technological progress and improving industrial competitiveness. It is in line with the requirements of sustainable development strategy, is conducive to safe production and is conducive to resource conservation and Comprehensive utilization is conducive to the development and utilization of new energy and renewable energy, improving energy efficiency, and helping to protect and improve the ecological environment.

From this point of view, the "simpleness" of wind energy and ocean energy is reasonable. Taking ocean energy as an example, the current technology for ocean energy development is not yet very mature. The development of new energy and the contribution of the previous period depend on wind power and solar energy.

“But wind energy is currently developing rapidly both in terms of scale and overall technology relative to other new energy sources. The installed capacity has doubled in recent years. Now the problem of wind power is mainly the problem of grid connection and elimination of outdated turbines, so it is encouraged. It is not difficult to understand without being overemphasized,” said Meng Xianji, deputy director of the China Renewable Energy Society, who told reporters.

The relevant person in charge of a large-scale domestic wind turbine manufacturer also expressed the same opinion to this reporter. “Compared to photovoltaic power generation, wind power has been installed in the past few years, whether it is installed capacity, grid-connected power generation capacity or electricity cost far beyond the photoelectric, photoelectric On the one hand, technology and sales are on the outside, there is no need for investment in technology and R&D to encourage and encourage investment. On the other hand, the benchmark price of electricity on the Internet is not yet established. Therefore, the optoelectronic market needs more policy support.”

According to the China Wind Power Capacity Statistics for 2010 published by the China Wind Energy Professional Committee, by the end of 2010, China had installed 34,485 wind turbines with an installed capacity of 44,730 kilowatts, an increase of 73.3% year-on-year.

In contrast, the total installed capacity of solar energy by the end of 2010 was only about 1 million kilowatts. According to the plan of the Energy Administration, by 2015, China's installed solar power capacity will reach 5 million kilowatts, and by 2020 it will reach 20 million kilowatts.

For the solar energy encouragement item, a solar energy solution provider told reporters that the four items of encouragement are only the framework description of orientation, and how to encourage specific policies. "But it can be seen from the four, the direction of encouragement is mainly focused on the upstream production chain and the application level of downstream clients."

Regarding whether it will affect the market, people close to the National Development and Reform Commission told reporters that this is only the direction of encouragement and guidance in the policy. It does not mean that if it does not enter the encouragement category, it will not support its development. More specific development ideas will also be detailed planning and interpretation of each sub-sector in the "New Energy Development Planning" and other related plans.

<br> <br> continue construction of nuclear power in the new directory, encourage entry for nuclear power is also impressive. Especially after the accident at the Fukushima nuclear power plant in Japan, all walks of life were concerned about the development of nuclear power.

Compared to the two editions of the Catalogue in 2005 and 2007, the new Catalogue has undergone major changes, but the entry of “Nuclear Power Station Construction” has not been changed.

The 2005 nuclear power encouragement items mainly include uranium geological exploration and uranium mining, low temperature nuclear heating reactor, fast breeder reactor, fusion reactor, advanced research reactor, high temperature gas-cooled reactor, nuclear power plant construction, and high-performance nuclear fuel elements. Manufacturing, spent fuel reprocessing, nuclear analysis, nuclear instrumentation, isotope, accelerator and irradiation application technology development, advanced uranium isotope separation technology development, radiation protection technology development and monitoring equipment manufacturing, nuclear facility physical protection instrumentation development Wait 10 items.

The 2007 version only added "hydrogen production from nuclear power" to the 2005 version. However, the 2011 revision has changed a lot. In addition to retaining the construction of nuclear power plants, the 11 projects have added incentives such as “decommissioning of nuclear facilities and radioactive waste treatment” and “nuclear plant life extension and decommissioning technologies and equipment” and other projects, and “hydrogen production from nuclear power” is also a And change.

From the perspective of reservations and new exchanges, the country’s direction for nuclear power construction has remained basically unchanged. As an energy industry expert interviewed by reporters said, the next step in the development of nuclear power is only the issue of how much the scale is adjusted, and the safety of power station construction and maintenance is strengthened.

This point has also been reflected. He Yongjian, Director of the Planning Division of the National Energy Administration Planning Department, publicly stated at the end of April that the future of domestic nuclear power will strengthen development on the basis of ensuring safety and achieve a 40 million-kilowatt installed capacity by 2015. The goal remains unchanged.