The Price Department of the National Development and Reform Commission recently issued the "Letter on the Continuation of the Grid Parity Policy for New Wind Power and Photovoltaic Power Generation Projects in 2022" which proposes that in 2022, newly approved onshore wind power p

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◐ National Development and Reform Commission: Wind and solar electricity prices in 2022 will continue to implement the local coal-fired benchmark price. The Price Department of the National Development and Reform Commission recently issued the "Letter on the Continuation of the Grid Parity Policy for New Wind Power and Photovoltaic Power Generation Projects in 2022" which proposes that in 2022, for newly approved onshore wind power projects, newly registered centralized photovoltaic power stations and industrial and commercial distributed For photovoltaic projects, the grid parity policy will continue, and the grid price will be based on the local benchmark price for coal-fired power generation; new projects can voluntarily form grid prices by participating in market transactions to fully reflect the green power value of new energy. Encourage various localities to introduce targeted support policies to support the high-quality development of wind power and photovoltaic power generation industries.

◐ Ministry of Commerce: Support the accelerated development of new energy vehicles. On April 21, Ministry of Commerce spokesperson Gao Feng said that we will deepen reforms in the automobile circulation field, expand the circulation of second-hand cars, support the accelerated development of new energy vehicles, and encourage local governments to carry out green smart home appliances to the countryside and trade-in old ones for new ones. Advocate a simple, moderate, green and low-carbon lifestyle and promote green consumption .

◐Two sectors: By 2025, the proportion of green fiber will increase to more than 25%, and the industry’s carbon emission intensity will be significantly reduced. On April 21, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Guiding Opinions on the High-Quality Development of the Chemical Fiber Industry" which proposed that by 2025, the industrial added value of chemical fiber enterprises above designated size will grow by an average of 5% annually, and the output of chemical fiber will account for 1% of the world's total. than basically stable. The green manufacturing system continues to improve, with the proportion of green fiber increasing to more than 25%. The output of bio-based chemical fibers and biodegradable fiber materials has increased by more than 20% annually. The level and scale of comprehensive utilization of waste resources have further developed, and the industry's carbon emission intensity has become obvious. reduce.

Domestic News

◐ Jilin: Organize key coal enterprises to increase production and supply while ensuring safety, giving priority to ensuring the demand for thermal coal in the province. On April 20, The Jilin Provincial People's Government issued the "Notice on Coordinating Several Measures for Epidemic Prevention and Control and Orderly Restoration of Economic Development Order" stating that the supply of energy factors should be guaranteed. Organize key coal enterprises to increase production and supply while ensuring safety, and prioritize the demand for thermal coal in the province. Strengthen the study and judgment of electric power load during the resumption of work and production, and rationally arrange the start and stop of thermal power units in the province to ensure that the capacity of thermal power units can supply the province's electric load during the period of small new energy generation.

◐Hunan: By 2026, the number of public charging piles in the city will reach about 40,000. On April 20, the "Several Opinions on Implementing the Strategy of Strengthening the Provincial Capital to Support the High-Quality Development of Changsha City" issued by the Hunan Provincial Committee of the Communist Party of China and the Hunan Provincial People's Government proposed that energy improvement projects should be built and the construction of natural gas peak-shaving power stations should be accelerated. , pumped storage power station , rationally deploy wind energy and solar energy, explore and develop the hydrogen energy industry, rely on UHV AC and DC projects to build a 500 kV "three-dimensional double ring network", build a smart energy innovation zone, and improve the city's power supply capacity and emergency support capabilities to form a first-class urban distribution network. By 2026, the grid power supply capacity will reach 13 million kilowatts. By 2026, the number of public charging piles in the city will reach about 40,000.

◐Jiangxi: Explore the development path to build a new power system with high integration of source, grid, load and storage. On April 20, the Jiangxi Provincial People's Government issued "Several Opinions on Supporting the High-Quality Development of Electric Power in Jiangxi Province" proposing to promote the integrated development of source, grid, load and storage. Supported by breakthroughs in advanced technology and innovation in systems and mechanisms, we will explore a development path to build a new power system that is highly integrated with sources, grids, loads and storage. Through the wind, solar and storage integrated model, the system can be provided with adjustment support capabilities. Through the construction of strong local power grids, the emergency support and risk defense capabilities of important load centers will be improved.

◐Anhui: Achieve a new energy storage installed capacity of more than 3GW by 2025. Recently, Anhui Provincial Energy Bureau released the "New Energy Storage Development Plan (2022-2025) and Extensive Solicitation of Opinions" proposed that Anhui Province will achieve a new energy storage installed capacity of more than 800MW by 2022, and achieve a new energy storage capacity of more than 800MW by 2023. The installed capacity will be more than 1.5GW. By 2024, the new energy storage installed capacity will be more than 2.1GW. By 2025, Anhui Province will have a new energy storage installed capacity of more than 3GW.

◐The coal transportation volume of Daqin Railway exceeded 100 million tons in the first quarter. Shanxi Daily reported that in the first quarter of this year, the Daqin Railway transported a total of 104 million tons of coal, and the daily transportation volume continued to remain high. Especially in March, the daily transportation volume exceeded 1.3 million tons in 19 days, and 38.87 million tons of coal were transported throughout the month, a year-on-year increase of 8% and a month-on-month increase of 14.7%, effectively ensuring the supply of thermal coal.

International News

◐German Foreign Minister: Imports of Russian oil will be stopped at the end of this year. CCTV News reported on April 21 that German Federal Foreign Minister Berberk announced on April 20, local time, that starting next year, Germany will no longer import Russian oil. Germany plans to gradually and completely wean itself off dependence on Russian energy, cutting oil imports in half before the summer and halting them completely by the end of this year.

◐Turkey announced that it will provide incentives such as tax exemptions for its Black Sea natural gas field development project. CCTV News reported on April 21 that the Turkish government announced that Turkish President Erdogan had signed a presidential decree to provide incentive policies including tax exemptions and other preferential measures for its Black Sea natural gas field development projects. The decree reads that the project has a fixed investment of 145.1 billion Turkish lira (approximately 10 billion U.S. dollars), will employ 1,018 people, and produce 14 billion standard cubic meters of natural gas annually.

◐Italy’s energy deficit more than doubled year-on-year in February. According to CCTV News, on April 20, local time, the Italian National Statistics Institute released an energy report stating that Italy’s energy deficit in February was 7.263 billion euros, and the deficit in the same period in 2021 was 2.213 billion euros. The country's energy deficit more than tripled in one year.

◐ German fuel prices are high, with the increase in March hitting a 50-year high. CCTV News reported on April 21 that the latest data released by the German Federal Statistical Office on April 20, local time, showed that the country’s fuel price increase in March reached the highest level in 50 years. In Germany, gasoline prices increased by 41.9% year-on-year in March, diesel prices increased by 62.6% year-on-year, and heating oil prices increased by 144% year-on-year.

Corporate News

◐ CNOOC closed up more than 27% on its first day of listing, with three institutions buying a total of 1.178 billion yuan. According to news on April 21, CNOOC closed up 27.69% on its first day of listing, with transactions exceeding 12 billion yuan. After-hours data showed that the three institutions bought a total of 1.178 billion yuan, of which the one-seat institution bought more than 700 million yuan; the three institutions sold a total of 220 million yuan.

◐ China General Nuclear Power Corporation: Net profit in the first quarter was 2.852 billion yuan, a year-on-year increase of 20.1%. China General Nuclear Power Corporation disclosed its first quarter report on the evening of April 21. During the reporting period, the company achieved operating income of 17.178 billion yuan, a year-on-year increase of 0.17%; net profit of 2.852 billion yuan, a year-on-year increase of 20.10%; basic earnings per share was 0.056 yuan. The Lufeng Units 5 and 6 of Lufeng Nuclear Power, a wholly-owned subsidiary, have received approval from the State Council.

◐Inner Mongolia Electric Power Group's 12 guaranteed wind power and photovoltaic project grid connection projects were approved. Inner Mongolia Daily news, a few days ago, the first batch of 12 guaranteed wind power and photovoltaic project grid connection projects of Inner Mongolia Electric Power Group were approved by relevant departments. The project is distributed in Wulanqab City, Ordos City, Bayannur City, Wuhai City, Alxa League, etc., involving more than 10 new energy investment companies, with a total installed capacity of 2.3 million kilowatts.

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editor | Li Huiying