The recovery of China's manufacturing industry is gratifying and will welcome opportunities in the future
The third quarter is about to pass. Data from all aspects show that China's manufacturing industry has withstood the test of the epidemic and contributed to the stability of the global industrial chain and supply chain. With the implementation of relevant work, China's manufacturing industry faces greater opportunities for sustainable and high-quality development.A number of data support the recovery of China's manufacturing industryIn August, China's foreign trade exports reached 1.65 trillion yuan, an increase of 11.6%. Behind the export growth is the rapid recovery of China's manufacturing industry.Han Jianfei, director of the Industrial Development Research Office of the Institute of industrial economics of CCID think tank, said that under the background of the severe impact of the epidemic on the global industrial chain and supply chain, China took the lead in returning to work and production. In August, China's export growth picked up sharply, reflecting the strong resilience of made in China as a "world factory".At present, made in China is increasing its horsepower. In August, the purchasing manager index (PMI) of China's manufacturing industry was 51.0%. Among them, the new order index was 52.0%, rising for four consecutive months, indicating that the manufacturing market demand continued to recover.Data in the high-tech sector also improved significantly. In July, the added value of electronic information manufacturing industry above designated size increased by 11.8% year-on-year, with a year-on-year growth rate of 5.7 percentage points; The export delivery value of electronic information manufacturing industry above designated size increased by 10.7% year-on-year, 7.4 percentage points faster than the same period last year.According to Wen Xiaojun, director of the Institute of electronic information industry of CCID think tank, there are a large number of small and medium-sized enterprises in China's electronic information industry, and the cash flow pressure of such enterprises is still large. With the coordinated resumption of work and production of the industrial chain, the demand restrained by the epidemic will continue to be released.The Ministry of industry and information technology will further improve the stability of industrial chain and supply chainIn April, the Ministry of industry and information technology, the Ministry of Commerce and other eight departments required to investigate the supply chain risk points and clarify the situation and geographical distribution of key nodes, important facilities, main primary and secondary suppliers in the supply chain. In July, in order to maintain the stability and smoothness of the industrial chain and supply chain of the industrial communication industry, the Ministry of industry and information technology publicly solicited opinions from the society to deeply find and solve the difficulties and risks faced by enterprises and industries.Xin Guobin, Vice Minister of the Ministry of industry and information technology, recently requested that in the second half of the year, we should take improving the stability and competitiveness of the industrial chain supply chain as the top priority, strive to make up for weaknesses and forge long plates, improve the level of industrial foundation and industrial chain modernization, and build a solid foundation for a manufacturing power and the chassis of a modern economic system.
The Ministry of industry and information technology has actively promoted the transformation
Recently, the heat of carbon peak and carbon neutralization has been rising. Under the guidance of the "double carbon" goal, many high energy consuming industries have begun to explore the road of green transformation, and relevant enterprises also pay close attention to relevant policy requirements and implementation steps. The reporter learned that the Ministry of industry and information technology is actively promoting relevant work and planning and deployment in guiding the green development of industrial industry. At the press conference organized by the state information office on July 16, Huang Libin, spokesman of the Ministry of industry and information technology and director of the operation monitoring Coordination Bureau, introduced the relevant situation.Huang Libin pointed out that industry is one of the important fields of energy consumption and carbon emission in China. Promoting green industrial development is a positive and effective measure to fulfill the commitment of carbon peak and carbon neutralization. The Ministry of industry and information technology will soon release the "14th five year plan" for industrial green development and the "14th five year plan" for raw material industry development, so as to promote the green and low-carbon transformation of industry and its high energy consuming industries, strengthen the supporting role of green manufacturing system, and strengthen emission reduction and carbon reduction from the source from the aspects of industrial structure, energy consumption, production process, resource utilization and product supply.The Ministry of industry and information technology will accelerate the implementation of carbon peak action in the industrial field, work with relevant departments to formulate carbon peak implementation plans for key industries such as nonferrous metals, building materials, steel and petrochemical, clarify the implementation path of industrial carbon reduction, promote major low-carbon technologies and processes, carry out demonstration of major carbon reduction projects, and promote the implementation of carbon peak objectives and tasks in various industries.Specifically, we will focus on the following six aspects:First, promote the high-end transformation of industrial structure. Resolutely curb the "two highs" (high energy consumption and high pollution. Editor's note.) The project develops blindly, improves and strictly implements the policies related to capacity replacement, promotes the elimination of backward production capacity, and develops strategic emerging industries and high-tech industries.Second, accelerate the transformation of low-carbon energy consumption. We will increase the proportion of clean energy consumption, improve energy efficiency, improve energy management and service mechanisms, and build a clean, efficient and low-carbon industrial energy consumption structure.Third, promote the circular transformation of resource utilization. We will promote the coordinated utilization of primary resources and the recycling of renewable resources, promote the large-scale comprehensive utilization of industrial solid waste and the economical utilization of water resources, and reduce the production of industrial solid waste and wastewater.Fourth, promote the clean transformation of production process. Vigorously promote green design, promote stock enterprises to implement cleaner production technology transformation, promote advanced and applicable environmental protection equipment in key industries, and promote the formation of stable and efficient governance capacity.Fifth, guide the green transformation of product supply. Increase the supply of green and low-carbon products and green environmental protection equipment to provide a solid guarantee for the comprehensive green and low-carbon transformation in various fields.Sixth, improve the green manufacturing support system. Build a green public service platform, improve the green manufacturing standard system, run through the green supply chain management, and improve the long-term mechanism of industrial green and low-carbon transformation.The reporter also learned that the Department of energy conservation and comprehensive utilization of the Ministry of industry and information technology organized a working Symposium on "energy conservation services into enterprises" on July 8. Relevant responsible comrades introduced the idea of further accelerating the promotion and application of new energy-saving products, new technologies, new equipment and new materials under the new situation, and put forward requirements for the work of "energy-saving services into enterprises" in 2021. China industrial energy conservation and cleaner production association, China Petroleum and Chemical Industry Federation, China Iron and Steel Industry Association, China Machinery Industry Federation and other 22 units jointly issued posters to support the "energy conservation services into enterprises" in 2021. Relevant units will organize and carry out the "energy conservation services into enterprises" around key energy consuming industries, Promote the application of advanced industrial energy-saving technologies, equipment and products through energy-saving technology exchange and other ways, and actively serve the majority of enterprises.In the next stage, the Ministry of industry and information technology will continue to encourage all regions, industry associations, relevant enterprises and institutions to actively carry out the activity of "energy-saving services into enterprises", innovate new modes and mechanisms of energy-saving services, help enterprises explore energy-saving potential and inject new momentum into green development of enterprises. Machine tool enterprises will also pay close attention to relevant work arrangements, take active measures, pay attention to energy conservation and emission reduction in all links of the upstream and downstream of the industrial chain, strive to provide more green equipment and make positive contributions to the early realization of the double carbon goal.
The era of clean energy adoption is accelerating
"I didn't expect that the electricity I generated could be sold to the state." Dong Qiang, a resident of Tianjin Binhai New Area, often looks at the photovoltaic panels installed on his roof and smiles with satisfaction. Photovoltaic panels erected on the roof can not only be used for their own appliances, but also be connected to the Internet for money. This distributed power generation model, known as residential "spontaneous electricity", has been emerging in various places since around 2013. Residents have a high enthusiasm for participation. Through the supply of clean energy, it also helps solve the environmental pollution caused by traditional energy. In the opinion of experts, distributed power generation still has greater potential in targeted poverty alleviation and new energy supply for cities, which needs to be further explored to help build China's ecological civilization.As technology drives down costs and the "blue sky battle" continues to advance, China is accelerating into the application era of clean energy, including photovoltaic, gas, wind power and other green and low-carbon energy, is also rapidly "entering" ordinary families.Distributed photovoltaic power generation starts with wind and waterIn February 2013, The State Grid issued a policy to "facilitate the access of distributed power projects to the power grid". Since then, "spontaneous electricity" by residents has become the norm in many places. Beijing has so far announced five batches of distributed photovoltaic power generation award list. In the fifth batch alone, there were 2,468 projects, of which 37 were legal persons and 2,431 were natural persons. By the end of June last year, Beijing's distributed photovoltaic projects had a grid-connected capacity of 220,000 kilowatts, generating about 260 million kilowatts of electricity a year, equivalent to the annual electricity consumption of 83,000 households.As early as 2016, 22,523 residential rooftop pv households were built in Quzhou, Zhejiang Province. During the 13th Five-Year Plan period, Quzhou plans to complete the construction of more than 160,000 rural rooftop photovoltaics, with an installed capacity of 480,000 kW.Dong Qiang is the first citizen in Tianjin to apply for the grid-connected business of distributed power supply, and is quite famous in the community. He installed a 3-kilowatt photovoltaic unit and a 1.5 kilowatt wind unit on the roof of his villa. Compared with the instability of wind power, photovoltaic power has delivered a satisfactory answer. Since the grid connection in June 2013, the annual electricity output of photovoltaic power generation equipment is basically 3,400 KWH, of which about 60% is for self-use and the rest is sold through the grid."The government gives a subsidy of 0.42 yuan/KWH. If we calculate the electricity price of 0.79 yuan/KWH for the third-grade electricity that my family usually uses, we will get 1.21 yuan for each kilowatt of electricity generated." Dong qiang said that considering the floating price of 0.39 yuan to 0.4 yuan per kilowatt hour, Dong Qiang's annual comprehensive income exceeded 3,400 yuan.Zhang Jian, a staff member of the State Grid Tianjin Electric Power Marketing Department, said that as of February this year, 1,823 distributed power projects, 177,400 kw, have been connected to the grid, all of which are distributed photovoltaic power generation. Among them, there are 1717 individual events, accounting for 94.19%, taking an absolute advantage in terms of quantity. In terms of grid-connected power generation, the total grid-connected power generation of individual projects reached 9.317,100 KWH, accounting for 18% of all projects.Statistics show that by the end of 2017, China had 29.66 million kw of installed distributed photovoltaic power generation capacity. At a recent seminar on China's distributed energy development held in Beijing, Huang Bibin, director of the New Energy Statistics and Research Institute of the State Grid Energy Research Institute, predicted that by 2020, the installed scale of distributed power is expected to exceed 160 million kilowatts, nearly 10 percent of the country's total installed power generation capacity.Experts believe that the price of industrial electricity is generally more than 1 yuan/KWH, and assembling distributed power generation on the roofs of large factories and leisure Spaces in cities is more economical and maneuverable than residents' "spontaneous electricity", and cost recovery is also faster.Photovoltaic industry accelerates into the era of "affordable Internet access"According to the latest data released by the National Energy Administration, China's newly installed photovoltaic power generation has topped the world for five consecutive years, and its cumulative installed capacity has topped the world for three consecutive years.At present, the photovoltaic industry is accelerating into the era of "affordable Internet access". Prior to June 1, the National Development and Reform Commission, the Ministry of Finance, the National Energy Administration jointly issued the "photovoltaic New Deal" : suspension of ordinary ground power station indicators, distributed photovoltaic scale is limited, reduce the price of electricity...... Although the industry may bring reshuffle, but many experts believe that the final will undoubtedly promote the healthy development of the photovoltaic industry."The starting point of the policy is three: the photovoltaic subsidy funding gap is too large, forcing the acceleration of affordable Internet access, and the industry to further integrate and eliminate backward production capacity." Ubs securities analysts believe.At present, China's photovoltaic power generation adopts the method of "benchmark electricity price + fiscal subsidy", and the subsidy funds come from the price of renewable energy additional. With the rapid increase of photovoltaic installed capacity, the accumulated funding gap is expanding. According to data, by the end of 2017, the subsidy gap of renewable energy has reached 100 billion yuan.As a matter of fact, with the repeated technological innovation of the domestic photovoltaic industry, insiders revealed that photovoltaic power generation in western China has gradually been able to achieve affordable Internet access. For example, GCL New Energy won the bid for the Qinghai Delingha Photovoltaic power application Pioneer project. The on-grid electricity price of this project is 0.32 yuan per KWH, which is lower than the price of thermal power."Technological advances have reduced the cost of photovoltaic power generation at an unexpected rate: from 2007 to 2017, the cumulative cost of photovoltaic power generation fell by about 90 percent." Li Chuangjun, deputy director of the New and renewable Energy Department of the National Energy Administration.In the 12th (2018) international solar energy photovoltaic (pv) and intelligence (Shanghai) on the BBS, golden concord also announced the independent innovation of compound nanometer high efficient battery technology will soon come out, through the stacking technology, photoelectric conversion efficiency is expected to be from the current 20% to 30% above, further promote the photovoltaic power generation costs have fallen sharply, to get rid of the dependence on subsidies, Go to Pratt & Whitney Energy.The use of clean energy was acceleratedZhu Gongshan, chairman of the Global Solar Council and Asia Photovoltaic Industry Association, predicted that solar and other clean energy costs will be lower than thermal power grid costs in some regions after 2020, and photovoltaic power grid costs will be realized nationwide after 2021."So in this environment, the 'New Deal' is more like an industry 'rite of passage'." In this regard, some industry insiders also pointed out that, on the one hand, the New Deal solves the problem of photovoltaic power generation and grid absorption and coordinated development, on the other hand, it also leaves room for the development of advanced technology, high-quality photovoltaic projects, and promotes the industry to further non-subsidy development.It is worth mentioning that, as the world's largest photovoltaic market, The "forged" Chinese photovoltaic enterprises are also speeding up the introduction of green and low-carbon energy along the belt and Road. "Chinese pv is the lowest cost and most technologically advanced market in the world." Liu Hanyuan, chairman of the Board of Directors of Tongwei Group, said that in the development process along the "Belt and Road", many regions have a clear understanding of the developed country model of "pollution first, treatment later". The solar energy of photovoltaic utilization is theoretically inexhaustible, and the two sides have great potential for cooperation.In addition, photovoltaic also plays a unique role in poverty alleviation and development. Zhang Yaobang, vice president of GCL New Energy, introduced that GCL is currently promoting the 3.0 version of photovoltaic poverty alleviation to help build beautiful villages. "In the past, poor households used to get subsidies for electricity. Now photovoltaic and agriculture are being combined in a three-dimensional and ecological cycle." Zhang yaobang said that the PV + industry in poor areas will not only help to promote employment of poor households, but also increase the effective way to create wealth for poor households. Through PV +, farmers' lives will be improved while the concept of green development will be rooted in rural areas.In addition to photovoltaic, relatively clean natural gas in fossil energy is also accelerating the application in China, especially in the field of power generation. The 13th Five-Year Plan for the development of Natural Gas has been issued. It is proposed that the installed scale of natural gas power generation will reach more than 110 million kW by 2020, with an increase of more than 80% compared with 2016.Although gas-fired power generation is far more expensive than coal-fired power generation, domestic enterprises have effectively explored through technological innovation. Earlier domestic gas power generation project in suzhou, the blue sky, chairman of shi-hong wang tells a reporter, gas basic 2 times that of coal-fired power generation costs, than coal-fired electricity price higher yuan or so, suzhou blue sky solution by conventional power generation, waste heat power generation, electric power plant heat and cold combined heat energy level 4 recycling to boost efficiency, while for suzhou industrial park, power supply, It also provides heat for enterprises in the park, achieving both economy and clean utilization.Global LNG international trade is expected to reach $120 billion in 2018, up 15 percent from 2017, as China accelerates gas adoption, according to a previous forecast published by Bloomberg New Energy Finance.It is worth noting that clean energy changes energy trade will also change China's energy mix. BP's previous energy outlook predicted that coal's share of China's energy consumption would fall from 62 percent to 36 percent by 2040, while renewables' share would rise sharply, possibly to 18 percent from 3 percent in 2016. "The reality is likely to be faster than this adjustment, and China's energy mix is likely to be divided between coal, oil and gas and cleaner non-fossil fuels."