Author: Zhu Yanran
Actively cultivating and expanding strategic emerging industries such as new energy is an important part of promoting the optimization of the layout of state-owned capital and the high-quality development of central enterprises this year.
At the beginning of the new year 2023, State Power Investment Corporation, State Grid Corporation of China, China Southern Power Grid, China Energy Group, Huaneng Group, Huadian Group, Datang Corporation, China National Nuclear Corporation, China Guangdong Nuclear Power Corporation, China Energy Conservation and other central enterprises have proposed key tasks and goals for new energy this year.
The State-owned Assets Supervision and Administration Commission stated at the beginning of the year that promoting the development of the new energy industry of central enterprises this year will become a "highlight".
Central enterprises must scientifically plan the development target direction, key tasks, path measures and work rhythm of new energy business development this year and in the future.
Focus on the deployment of new energy high-end equipment industries, vigorously develop high-power offshore wind power, high-efficiency photovoltaic power generation and other clean energy equipment and new energy vehicles and other application terminal systems, and promote the new energy industry to become a new engine for my country's economic growth.
A number of central enterprises have increased their layout in the new energy industry
As the world's largest clean energy power generation company, SPIC's clean energy installed capacity has reached 140 million kilowatts.
State Power Investment Corporation proposed to fully promote the construction of centralized power (heat) power bases (large projects), expand and strengthen the comprehensive smart energy industry on the user side, take the lead in breaking through the green power conversion industry, innovate and promote synergy and service industries, and accelerate the construction of integrated Investment business new value system.
On February 15, SPIC held an appreciation meeting for the successful issuance of the country's first green technology innovation panda bond and a promotion meeting for overseas green emerging industries.
According to Chen Yan, Director of the International Business Department of SPIC, SPIC's overseas business covers 47 countries and regions (38 countries along the "Belt and Road").
The installed capacity of overseas power generation is 8.683 million kilowatts, and clean energy accounts for more than 63.9%; the installed capacity of overseas power generation is 2.58 million kilowatts, and the reserve is 12 million kilowatts, all of which are clean energy and emerging industry projects.
Chen Yan said that promoting the large-scale and high-quality development of overseas emerging industries is an important strategic path choice for SPIC to accurately grasp the historical trend of global energy low-carbon transformation, comprehensively build a world-class clean energy enterprise, and actively create new advantages in overseas differentiated competition.
SPIC has deployed and reserved a number of emerging industry projects in more than 20 countries around the user-side integrated smart energy and green power conversion, initially forming a good potential to support large-scale and high-quality overseas development.
Prior to this, on February 2, China Power International Co., Ltd., a subsidiary of SPIC, successfully priced a three-year RMB 800 million panda bond on the Shanghai Stock Exchange. All the proceeds will be used for clean energy projects in Kazakhstan.
This is the country's first green technology innovation panda bond.
This financing made full use of the interest rate gap between the domestic and international markets, and established a business model of introducing high-quality overseas issuers to the domestic capital market for financing, and then converting the raised funds into US dollars to invest in overseas projects, opening up a domestic and international dual cycle.
Qian Zhimin, chairman of SPIC, believes that under the background of the deep integration of new energy technology, digital technology and intelligent technology, the energy industry will accelerate the integration of construction, metallurgy, transportation, RMB, finance and other industries, thus enabling a new round of energy The revolution presents a diversified and intelligent development trend.
Faced with the century-old changes in the energy industry, Chinese companies have actively engaged in innovation in the new energy and clean energy industries, achieved a leap from following the industry to running in parallel, and won development advantages and valuable opportunities.
Some central enterprises with advantages in traditional energy are also actively seeking transformation.
The world's largest coal company, National Energy Group, will increase its efforts in the development of new energy this year, promoting the first-phase photovoltaic of the supporting new energy base of "Ningdian Power in Hunan" and key projects such as Jiangsu Sheyang, Zhejiang Xiangshan, Shandong Bozhong, and South China Sea wind power projects in the peninsula. It will be put into production within the year.
At the same time, the construction of key hydropower projects will be strengthened. Qinghai Maerdai Hydropower Station will open the gates to store water within the year, and Jinsha River Xulong Hydropower Station will shut down the river after the flood season; speed up the work of pumped storage power stations such as Anhui Huoshan, Hubei Songzi and Qinghai Tongde.
The State Grid has made it clear that in 2023, it will focus on promoting energy transformation, adhere to green development, accelerate the construction of a pilot demonstration zone for a new power system in Northwest China, gradually improve the implementation of key measures to promote the efficient use of new energy, and complete the task of connecting 80 million kilowatts of new energy to the grid.
In addition, Huaneng Group proposed to fully promote the development of large bases, vigorously develop new energy, coordinate hydropower development and ecological protection, actively and safely develop nuclear power, promote coordinated industrial development, and accelerate international development.
Huadian Group requires that this year the company should firmly grasp the two main lines of energy security and green and low-carbon development, and focus on realizing the national "double carbon" goal, and strive to accelerate green and low-carbon development.
Promote the new energy industry of central enterprises "a game of chess"
Central SOEs are the main force and the national team for the development of the new energy industry.
By the end of 2022, my country's new energy installed capacity has reached 760 million kilowatts, ranking first in the world, and the proportion of power generation has steadily increased.
In January this year, the centralized signing ceremony for the new energy smart operation and maintenance service cooperation project of central enterprises was held in Beijing.
China Huaneng signed contracts with 13 central enterprises including CNOOC, CNBM, and China Shipbuilding.
The State-owned Assets Supervision and Administration Commission stated that this marks the transformation of the new energy professional integration of central enterprises from individual coordination to overall promotion, the transformation of new energy management from decentralized to lean, the transformation of new energy operations from individual advances to shared and win-win results, and the development of new energy from Scale expansion to specialization and intensification.
Weng Jieming, deputy director of the State-owned Assets Supervision and Administration Commission, said that at the promotion meeting for the deepening of professional integration of central enterprises in July last year, the State-owned Assets Supervision and Administration Commission emphasized encouraging central enterprises to strengthen innovation in methods and methods, and promote professional development through various methods such as jointly building an industrial ecosystem and building an industry cloud platform. and accelerate the optimization and structural adjustment of the state-owned economy.
This year's promotion of new energy smart operation and maintenance professional service cooperation is to promote the win-win cooperation of relevant central enterprises by strengthening the collaborative sharing of resources and smart services, and explore new paths and new models of professional operations.
He believes that in the future, the new energy business will gradually concentrate on new energy main business enterprises and advantageous enterprises. Projects with high professional operation level, strong intensive management ability and good operating efficiency can be operated independently; for projects that deviate from the main business and have high operating costs , Projects that lack management capabilities should carry out larger-scale, wider-field, and deeper-level professional operations and cooperation through shared services, entrusted management, reorganization and integration, etc., to accelerate the creation of new industrial integration, outstanding advantages, and strong competitiveness. Energy industry cluster.
In recent years, about half of the central enterprises have entered the field of new energy, and problems such as "staking the land", "laying the ground" and "swarming bees" have occurred from time to time.
The State-owned Assets Supervision and Administration Commission emphasized that it is necessary to promote the development of the new energy industry of central enterprises to form a "game of chess".
Relevant central enterprises shall conscientiously implement the relevant requirements of the national industrial policy and the "14th Five-Year Plan" development plan of central enterprises, combine their own functional positioning, main responsibilities and main business and resource endowment, comprehensively consider the area where the project is located, investment income and asset quality, and carry out orderly development New energy investment and operation, strengthen cooperation in new energy digital and intelligent transformation, professional operation, collaborative development, etc., promote the overall optimization of the new energy layout structure of central enterprises, effectively form a joint force, and effectively avoid "crowding" and excessive competition.
The State-owned Assets Supervision and Administration Commission also requires that it is necessary to strengthen key core technology research, focusing on technological innovation and research in key areas that restrict the consumption of new energy, such as energy storage, advanced transmission technology, and multi-energy complementarity in large-scale energy bases. "The goal is implemented.
It is necessary to focus on the deployment of new energy high-end equipment industries, vigorously develop high-power offshore wind power, high-efficiency photovoltaic power generation and other clean energy equipment and new energy vehicles and other application terminal systems, and promote the new energy industry to become a new engine for my country's economic growth.