my country will strive to reach the peak of carbon emissions by 2030, and strive to achieve the goal of carbon neutrality by 2060
"Carbon neutrality" ushered in a new trend for the green industry
Not long ago, the construction of the first batch of hydrogen refueling stations in Chongqing started intensively. There are 3 of the first batch of hydrogen refueling stations. After they are completed and put into operation, they can meet the hydrogen refueling demand of about 300 hydrogen energy buses or 480 hydrogen energy municipal logistics vehicles every day. .
Just the day before, Chongqing University released an important research result. After more than 10 years, it has developed the world's first supercritical CO2 (carbon dioxide) fracturing and displacing CH4 (methane) experimental device, which can improve the recovery rate of shale gas. At the same time, the underground storage of carbon dioxide is realized, which strongly promotes the realization of carbon neutrality.
The previously little-known "carbon neutrality and carbon peaking" have recently become extremely hot new words.
At the National Two Sessions this year, my country pledged to strive to reach the peak of carbon emissions by 2030, and strive to achieve the goal of carbon neutrality by 2060.
As a result, a 40-year-old new outlet for the green industry is about to emerge.
Data show that there are currently more than 26,000 clean energy-related companies in my country.
More than 4,500 new registrations were added in 2020 alone, an increase of nearly 10% year-on-year, and another 660 new ones were added in the first quarter of this year.
Among them, 36% of enterprises have registered capital of more than 10 million yuan.
Energy revolution led by "carbon peak"
Hydrogen fuel is called the "ultimate energy" by the industry. It has the advantages of good environmental performance, high conversion efficiency, short refueling time, and long cruising range. It is an important direction for future sustainable development and an important response to global energy shortages and environmental pollution. One of the strategic directions.
At the start of the construction of the Shuangxi Integrated Energy Station in Liangjiang New District of PetroChina Chongqing Sales Company, Yang Zhenghua, chief economist of the Chongqing Economic and Information Commission, said that by 2025, the output value of China's hydrogen fuel cell vehicle industry will reach 1 trillion yuan. The number of battery cars will reach 50,000.
Chongqing has abundant hydrogen resources and a solid foundation for the automobile industry. It has the inherent advantages of developing the entire industrial chain of hydrogen fuel cell vehicles.
The reporter learned from Chongqing University that the promotion and application of "supercritical CO2 enhanced efficient development of unconventional natural gas and integration of geological storage" has a broad application prospects, which can effectively save water resources and provide new options for the large-scale storage of carbon dioxide in my country. One of the important technologies of neutralization.
Li Junfeng, executive director of the China Energy Research Society and researcher at the National Center for Climate Change Strategy Research and International Cooperation, believes that China will reach a peak carbon emission of 13.4 billion tons of carbon dioxide in 2028, an increase of 16% from the current 11.5 billion tons. Proportion of fossil energy to complete electricity carbon neutrality, non-electricity sectors first promote natural gas replacement and then hydrogen energy replacement to complete energy carbon neutrality, and on the demand side, through carbon emission rights total control and carbon trading to promote new technologies in industry and transportation and other fields The application of energy, accelerate the process of carbon neutrality, from high-carbon to low-carbon and finally to zero-carbon three steps, to complete the carbon neutrality of energy, industry and agriculture by 2060.
The capital market moves upon hearing the sound
According to statistics, my country currently has 10 billion carbon dioxide to be processed every year.
Under the catalysis of my country’s “3060 Goal”, carbon neutrality has become a catalyst for the transformation and upgrading of energy and other carbon-emitting enterprises.
Green innovative technologies that can reduce carbon emissions on a large scale are bound to be sought after, and those green recycling technologies that turn the burden of reducing carbon dioxide emissions into new resources will undoubtedly become the new blue ocean.
The investment community predicts that China will achieve the "3060 target" with a total capital demand of about 140 trillion yuan, with an annual average of about 3.5 trillion yuan.
Due to my country's rich coal, low gas, and oil-poor resource endowments, it determines how to turn the burden of carbon dioxide into a resource. For my country, it will be a top priority.
In recent times, the "carbon neutral" concept plate has gathered continuous attention.
From steel, nonferrous metals, cement to environmental protection, it has become the focus of market capital pursuit.
"Bull Stock Harvester" Hillhouse Capital pays close attention to the concept of carbon neutrality. It first spends 500 million yuan to participate in the fixed increase of Tongwei shares, and then spends 15.8 billion yuan to acquire 6% of Longji's shares.
After Hillhouse Capital made the move, there was continuous funds to follow up on the "carbon neutral concept stocks."
The new economy represented by Internet companies is a highlight of China’s economic development. In the process of promoting carbon neutrality, state-owned and central enterprises in power, industry, transportation, and key manufacturing industries are the main force in implementing emissions reductions, while Internet giants They are also indispensable.
As early as January this year, Tencent announced the launch of a carbon neutral plan to use technology to help achieve zero carbon emissions. It also stated that it has cooperated with some thermal power plants in Europe to build smart thermal power plants.
On the day of the Arbor Day on March 12, Ant Group also announced that it will achieve carbon neutrality by 2030, completely eliminating carbon emissions from other sources that it does not own or control, covering areas such as supply chains and business travel.
"Carbon neutral" industry gains momentum
CICC predicts that the total domestic investment in green energy will reach 55 trillion yuan in 2060, of which 20 trillion yuan will be newly installed for photovoltaic power generation, 14 trillion yuan will be newly installed for wind power, and 5 trillion yuan will be newly installed for nuclear power. The newly installed capacity for energy storage is 7 trillion yuan, and the newly installed capacity for clean hydrogen production is 9 trillion yuan.
The 47 trillion yuan of newly-added overseas photovoltaic installed capacity is mainly undertaken by the domestic photovoltaic industry chain. It is expected that the domestic clean energy industry will benefit from a total of 102 trillion yuan in green energy investment.
In addition, the large-scale replacement of thermal power by wind power and photovoltaic power is a "blocking point", which corresponds to the energy storage, distributed photovoltaic, and UHV industrial chain.
According to the data from Tianyan Check, there are currently more than 17,000 energy storage and 325,000 photovoltaic-related companies in China.
For chemical, commercial vehicles, construction and other difficult-to-electrification fields, it corresponds to the industrial chain of scrap steel processing, graphite electrodes, hydrogen-fuel cells, biofuels, and prefabricated construction. The theme of emission and greening corresponds to the industrial chain of biodegradable plastics, plastic recycling, and CCUS. Wait.
At least 12 subdivision tracks are expected to benefit from the marginal changes brought about by carbon neutral commitments, and have "long slopes and thick snow".
As an energy-intensive industry, the steel industry has the largest carbon emissions among the 31 manufacturing sectors.
At Bayi Iron and Steel Company of China Baowu Group, the hydrogen-rich carbon cycle blast furnace test project is stepping up construction.
According to the person in charge of the company, from burning carbon to burning hydrogen, the successful test of the project can not only greatly increase the utilization factor of the smelting furnace, but also reduce carbon dioxide emissions by 30%.
Reporter: Li Guo