SourcePicadeBeijing Business Daily
At the annual meeting of the 2024 Zhongguancun Forum, the discussion on "double carbon" and green development runs through. "double carbon" has gradually become an opportunity to reshape and optimize the structure of thousands of banks and industries.
From the "steam age" to the "electrical age" and then to the "information age", the iteration of productive forces has become an endogenous engine to promote the development of human civilization, and each round of industrial reform and upgrading is to get rid of the dependence on traditional energy and technology path. the process of actively exploring new energy and technology, in this process of development, the concept of green and low carbon has become more and more popular. This year, with the popularity of "new quality productivity" in various industries, it is not difficult to find that we can promote the transformation of the economic development model to a greener, low-carbon and efficient direction by means of scientific and technological innovation and the optimization and upgrading of the industrial structure. it is highly consistent with the "double carbon" strategic goal of carbon neutralization.
Green investment blowout
Chen Haisheng, a researcher and director of the Institute of Engineering Thermophysics of the Chinese Academy of Sciences, said at the "carbon Neutralization Technology Forum" at the annual meeting of the Zhongguancun Forum in 2024 that the new type of energy storage represented by renewable energy storage is expected to become an important support or main body of the power system in the future.
As an important equipment basis for promoting the green and low-carbon transformation of energy, the new type of energy storage is like a huge "portable battery", which can store the surplus electric energy of solar energy, wind energy and other new energy, and "charge" at the trough of electricity consumption. "discharge" at the peak of electricity consumption, solving the problem of mismatch between energy production and demand in time, space and intensity.
According to the White Paper on Energy Storage Industry Research 2024, China will put into operation a new type of energy storage capacity in 2023.Picade.5GW / 46.6GWh, the year-on-year growth of power and energy scale is more than 150% and 3 times that of the new operation scale in 2022.
In addition to energy storage, the concept of "double carbon" is also promoting the transformation and upgrading of the industry, accelerating the research and development and large-scale application of clean energy technologies. Take the photovoltaic industry as an example, with the accelerated iterative upgrading of China's photovoltaic industry technology, industry applications accelerate integration and innovation, and the industrial scale has achieved further growth. According to the photovoltaic industry standard announcement enterprise information and industry association estimates, the national output of polysilicon, silicon wafers, batteries and modules reached a new high in 2023, with the total output value of the industry exceeding 1.7 trillion yuan.
The "double carbon" goal also leads the flow of capital to green and low-carbon areas, and financial institutions bring capital "momentum" to the energy industry. "the development of green industry benefits from the support of green finance, and at the same time, green finance has achieved rapid growth in the process of promoting the development of green industry." at the Forum on double carbon Strategy and Green Finance, Chen Liang, chairman of China International Capital Corporation, said that according to China International Capital Corporation's estimate, in order to achieve the goal of "carbon neutralization", the total demand for green investment in China will reach 139 trillion yuan. The proportion of direct financing in the green sector will increase from the current 10% to about 40%.
Strengthen emerging industries
Scientific and technological innovation is the key to achieve the goal of "double carbon" and promote the green development of energy and industry. Gao Yu, director of the Counsellor's Office of the State Council, said at the "Innovation-driven Green Development Forum", "the realization of green development, scientific and technological innovation is the key, and green, low-carbon and high-quality development must adhere to innovation-driven. We will speed up the construction of an innovation system that meets the requirements of the development of new productive forces."
This innovation will cover energy, industry, life and other aspects. In the field of energy, research on key technologies such as smart grid, new energy storage, hydrogen storage and transportation and large-scale applications promote the green and low-carbon transformation in the energy field.
The coordinates point to Feicheng, Shandong Province, where the construction of the first international 300 MW national demonstration project for advanced compressed air energy storage has been completed and system commissioning is being carried out; in Shenzhen, Guangdong Province, the demonstration project of semi-solid battery energy storage by Guangdong Energy Group is also accelerating; and in Beijing, construction of new energy storage industry demonstration zones in Changping District and Fangshan District has been started.
In the industrial field, we will continue to promote the green development of traditional industries, and use artificial intelligence, big data and other new generation information technology to enable traditional industries to be high-end, intelligent and green transformation and upgrading. At the same time, we will continue to expand green strategic emerging industries, focusing on new energy, new materials, green intelligence, green environmental protection, high-end equipment and other key areas to increase investment in science and technology.
In terms of life, it is necessary to promote urban and rural construction of green and low-carbon development and green way of life, vigorously develop energy-saving and low-carbon buildings, speed up the development of circular economy, and expand the effective supply of green and low-carbon products and services, so as to promote the green and low-carbon development of the whole economy and society.
The Zhongguancun International Innovation Center, a new venue for the annual meeting of the 2024 Zhongguancun Forum, which was completed and put into use this year, has incorporated the green concept into the construction concept, with an overall green area of more than 30,000 square meters. the application of green roof, ground source + air heat pump, intelligent lighting and water-saving systems, sponge facilities and other 11 green technologies.
Daily subtleties, energy transformation and industrial greening are also silently changing people's way of life. With the rapid development of wind power and photovoltaic, the total installed capacity of renewable energy in China has historically exceeded that of coal power. In the first half of April, the wholesale and retail penetration of new energy vehicles in China both exceeded 50%.
Yuan Shuai, deputy secretary-general of the Rural Revitalization and Construction Committee of the China Cultural Management Association and a researcher in the field of energy industry, said that scientific and technological innovation can promote the green and low-carbon transformation of traditional industries while strengthening emerging industries and fostering new momentum for high-quality development. enhance the resilience of the industrial chain and supply chain internally, promote the deep integration of digitization, greening and industrialization externally, and provide omni-directional support for achieving the goal of "double carbon".
"double carbon" has set a clear direction and goal for enterprises, that is, they must effectively reduce carbon emission intensity, reduce the use of fossil energy, and improve energy use efficiency. This will force steel, petroleum, chemical and other high-carbon emission industries to transform their equipment, upgrade the level of technology, promote the development and application of energy technologies such as batteries, wind power, optoelectronics and hydrogen energy, and stimulate the growth of green economy. Lead more enterprises to devote themselves to the low-carbon field represented by new energy. " Yuan Shuai said.
Support the emission reduction trading market
Green is not only the background of new quality productivity, but also the power source of new quality productivity. There is a close internal relationship between "new quality productivity" and "double carbon" goal.
"the 'double carbon' strategy will lead to a revolution in accelerating energy transformation and bring about a new round of industrial revolution characterized by green, low-carbon and new-quality productive forces, which will give birth to a huge green investment market of hundreds of trillions of yuan in the next 30 to 40 years, and become a powerful new driving force for economic recovery and green growth." Kang Yanbing, deputy director and researcher of the National Energy Saving Center, believes that the goal of "double carbon" leads to accelerate the revolution of energy transformation, the subversive change in the way of energy power, the innovation and upgrading of energy-saving technology with reducing cost and increasing efficiency as the endogenous driving force, and the intelligent development of the comprehensive system of energy supply and demand across fields and industries, etc. to further pry the development of upstream and downstream industrial chains, new materials and components. Thus the formation of a wider range, a larger scale of low-carbon new productivity.
As a forerunner to implement the goal of "double carbon", it is mentioned in the 2024 government work report of Beijing that it will actively and steadily promote carbon peak carbon neutralization. A low-carbon, clean, safe and efficient energy system will be built, and the proportion of renewable energy consumption will be increased by 0.5 percentage points. We will speed up the promotion of green buildings, do a good job in the green transformation of key industries, vigorously develop green and low-carbon industries, and support the Beijing Green Exchange in building a unified national voluntary greenhouse gas emission reduction trading market.
More than 1000 hydrogen fuel cell vehicles that participated in transportation service guarantee during the Beijing Winter Olympic Games and Paralympic Games focused on demonstrating and testing Beijing's hydrogen energy technology and industrial capabilities. it has also formed a major demonstration influence of the largest demonstration scale of hydrogen fuel cell vehicles in the world, the most complete application scenarios, the most comprehensive application of hydrogen energy technology, the most perfect guarantee system, and the continuous innovation of policies and standards. In the post-Winter Olympic era, more and more hydrogen-powered vehicles are in close contact with citizens. The hydrogen-fueled buses that served in the Winter Olympic Games area were converted into the first batch of hydrogen-powered buses in Beijing to operate normally.
In April this year, two hydrogen-fueled cars completed a long-distance transportation test of 1500 kilometers from Beijing to Shanghai after two days across six provinces and cities. this is also the first large-scale, long-distance and cross-regional transportation test of hydrogen vehicles in China.
Yu Yingjie, member of the standing Committee of the Beijing Municipal CPC Committee and secretary of the Education work Committee, said that green development is the background of high-quality development, and the new quality productive forces themselves are green productive forces. Facing the future, Beijing will give full play to the advantages of the international scientific and technological innovation center, deepen the research and application of green technology, and cultivate and develop new productive forces. At the same time, we will strengthen the research and demonstration application of key energy technology and equipment and core components, and speed up the scientific research and demonstration application of hydrogen energy production, storage, transportation, addition, and utilization. In addition, it will also increase the development of new energy intelligent network connected vehicles, and promote the deep integration of emerging technologies such as industrial Internet and artificial intelligence with green and low-carbon industries.
Li Haiyan, a reporter from Beijing Business Daily
