Interpretation of the "12th Five-Year" New Energy Industry Development Planning Policy

During the "11th Five-Year Plan" period, China's new energy industries such as wind energy, solar energy, nuclear energy and biomass energy have developed rapidly, the scale of industries has been continuously expanded, the industrial level has been rapidly increased, and the industrial policy system has been gradually improved. In the next five years, driven by the promotion of national policies and new energy technologies, China's new energy industry will continue to maintain a good momentum of development. On the other hand, the "New Energy Industry Development Plan" was submitted to the State Council for approval in 2010. Unlike the "Eleventh Five-Year Plan", the emerging energy industry not only includes the development and utilization of new energy such as wind energy, solar energy, biomass energy, and nuclear energy. It also covers new energy utilization technologies such as clean coal technologies and smart grids, as well as unconventional oil and gas resources such as coalbed methane and natural gas hydrates. The difference between concepts and areas of coverage is only one of the changes in the new energy industry. More changes and invariability are reflected in the development of various segments.

Solar thermal energy - the application market continues to expand, and solar thermal power generation will suddenly rise. During the "Twelfth Five-Year Plan" period, China's solar thermal application market will continue to expand. The engineering market, rural market, and international market are the solar energy during the "Twelfth Five-Year" period. The heat utilization needs three major application markets that require significant development. The engineering market includes solar energy and building combined supporting projects and solar energy centralized heating projects. During the “12th Five-Year Plan” period, China’s solar thermal power generation will make significant progress. With the support of national policies and research and development, breakthroughs will be made in key technologies for solar thermal power stations. At the end of the “Twelfth Five-Year Plan”, China’s solar thermal power generation will begin preliminary. Commercial operation.

Solar photovoltaic - battery manufacturing capacity will remain, and the domestic market will grow rapidly In 2010, China's solar cell production exceeded 8GW, accounting for 53% of the world's total solar cell output. During the "12th Five-Year Plan" period, China will continue to maintain global solar cells. Great power status in production. At the same time, China's domestic photovoltaic application market will grow rapidly with the support of policies. China's photovoltaic industry will be effectively improved during the “Twelfth Five-Year Plan” period. It is expected that the installed capacity of China's solar photovoltaic power generation will reach 500 in 2015. Ten thousand kilowatts.

Wind power - on the basis of the continued growth of industry scale, to "quality" and "quantity" and focus on the development of the next five years, China's wind power industry will continue to maintain the "Eleventh Five-Year" period of high growth, the installed capacity at the end of the "Twelve Five" Expected to reach 130 million kilowatts, wind power equipment manufacturing capacity will also be greatly improved. However, during the “Eleventh Five-Year Plan” period, only focusing on the installed capacity, the “Quality” and “Quantity” during the “Twelfth Five-Year Plan” will be the keynote of wind power development. After experiencing the rapid development of wind power installation in the past few years, it is undoubted that the emphasis on the quality of wind power development is the only way for the sound development of China's wind power industry. At the National Energy Work Conference on January 6, 2011, when Zhang Guobao, the then director of the National Energy Administration, talked about the 12th Five-Year Plan for wind power development, he repeatedly referred to “grid-connected installations” and “power generation. Such as the word "quantity", this obviously goes beyond the limitation of the number of single installations in the "Eleventh Five-Year Plan" for renewable energy.

Nuclear power is still at a stage of rapid development. Construction of nuclear power plants from coastal to inland development China's nuclear power industry can be divided into three phases: start-up, rapid development, and mature development. Before the start of the year 2000, China had mastered nuclear power plants. The design, manufacture, and construction technologies have basically achieved the goal of design autonomy and localization of equipment manufacturing; from the period of rapid development from 2000 to 2020, China has entered the peak of nuclear power construction and has basically formed a complete nuclear power industry system; after 2020, it is a mature development. stage.

Similar to the “Eleventh Five-Year Plan” period, during the “12th Five-Year Plan” period, it is still a stage of rapid development of China’s nuclear power. It is estimated that from 2011 to 2015, the compound annual growth rate of China’s nuclear power installed capacity will exceed 30%, rising from 10.8GW in 2010 to 2015. 43GW of the year. AP1000 third-generation nuclear power technology is one of the main directions for the development of nuclear power in China. At present, China’s nuclear power projects built and under construction have the highest percentage of total installed capacity of CPR1000’s second-generation augmentation technology. In the planned nuclear power project, AP1000 The proportion of third generation technology is much higher than CPR1000. In nuclear power planning and layout, on the basis of accelerating the development of nuclear power in coastal provinces such as Liaoning, Shandong, Jiangsu, Zhejiang, and Fujian, China’s central provinces such as Jiangxi, Hunan, Hubei and Anhui have been steadily advanced to form the “Eastern Central Nuclear Power Belt”. ".

Biomass - the direction of efficient and clean use, industrial policies and standards will improve the direction of the development of modern biomass energy is efficient and clean use of biomass energy into high-quality energy, including electricity, gas and liquid fuels. It is estimated that by 2015, China's biomass power generation capacity will reach 7.2 million kilowatts, biomass liquid fuels will reach 7 million tons, annual utilization of biogas will reach 24 billion cubic meters, and biomass solid fuels will reach 1.2 million tons. In November 2010, the General Administration of Quality Supervision, Inspection and Quarantine of the People's Republic of China (AQSIQ) issued the standard for biodiesel blending fuel (B5). On December 26, the State Administration of Taxation announced the use of pure biodiesel produced from the use of discarded animal and vegetable oils as raw materials. Consumption tax. This shows that in the future, policies and standards for the biomass industry will be introduced in succession, and the issues related to missing industrial policies will be resolved in the “Twelfth Five-Year Plan”.

Clean Coal Technology: Technological innovation continues to advance, and polygeneration technology becomes an important program. In China's energy consumption structure, about 70% of primary energy sources rely on coal, and about 80% of electricity generation comes from thermal power. In the next five years, China will once The proportion of coal in energy consumption is difficult to reduce below 60%. During the “Eleventh Five-Year Plan” period, China ranked clean coal technology as an advanced and applicable technology for priority development, mainly including coal processing, high-efficient clean combustion of coal, coal conversion, pollution emission control, and waste disposal. During the "12th Five-Year Plan" period, China's clean coal technology innovation will continue to advance, but it is no longer limited to the research and application of a single technology, and the cogeneration system with coal gasification as the core has become an important program to achieve clean coal utilization. Polygeneration is equivalent to combining the two processes of chemical industry and power generation. The energy utilization efficiency can be increased by 10% to 15%. At the same time, the sales revenue of chemical products can reduce the cost of power generation. The output of power generation and the output of chemical products can also meet each other on demand. Adjustment.

Unconventional natural gas - basic technology research is still the focus, large-scale use of accelerated start unconventional natural gas includes coal bed methane, shale gas and natural gas hydrates, etc. Under the current system, relying on existing mature technologies, can not economically exploit natural gas resources . For coalbed methane, China has developed some unique exploration and development technologies with independent intellectual property rights. However, the development of shale gas and natural gas hydrate technology is still in its infancy and will continue to be the primary stage for the development and utilization of unconventional natural gas in China in the next few years. The key work is still the research of basic technologies such as unconventional natural gas exploitation and utilization, laying a good foundation for the next stage of commercial application. However, in the face of the strong natural gas market demand in the future, the large-scale utilization of unconventional natural gas, such as coalbed methane, will start at an accelerated pace in the “Twelfth Five-Year Plan” period, and the utilization scale will increase substantially compared with the “Eleventh Five-Year Plan” period.

Smart Grid - stepping into the phase of comprehensive construction, and UHV will receive continuous attention The State Grid Corporation of China proposed the concept and development idea of ​​a Chinese-style strong smart grid in May 2009. The trend of continued development of a strong smart grid will not be in the next five years. There are big changes. At the same time, UHV has been the focus of strong smart grid technology. During the “Twelfth Five-Year Plan” period, China’s smart grid construction will be phased into a comprehensive construction phase from the pilot phase of 2009-2010. During this period, it will continue to vigorously build UHV, based on the initial scale of the UHV backbone network. The intelligent construction of the link will be fully promoted and there will be a huge market for smart devices. The State Grid Corporation of China will accelerate the construction of UHV power grids and supporting urban and rural power grids, initially form a smart grid operation control and interactive service system, and achieve major breakthroughs and extensive application of key technologies and equipment.

Overall, new energy sources will become the main players during the 12th Five-Year Plan period. Compared with the 11th Five-Year Plan period, changes in the new energy industry during the 12th Five-Year Plan period will be more reflected in the improvement of the technological level and the optimization of the industrial structure. And the improvement of industry levels, etc., but not limited to the expansion of industrial scale.