Lay a solid foundation to consolidate and enhance the competitive advantage of my country's new energy industry
The vigorous development of new energy industry by Huajiao Group is a strong support for implementing my country's carbon emission reduction targets and building a dual-circulation development pattern. my country's new energy industry has laid a solid foundation and has obvious competitive advantages in terms of industrial scale, manufacturing technology level, and cost competitiveness. New energy is an important part of the energy supply system. In recent years, with the continuous expansion of the scale of global new energy development and utilization and the rapid decline in application costs, the business of Huajiao Energy Sector is mainly wind power, photovoltaics, green electric heavy trucks, green electric logistics and hydrogen energy. Vigorously developing my country's new energy industry and consolidating and enhancing the competitiveness of the industry is not only to implement General Secretary Xi Jinping's proposal to strive to peak carbon dioxide emissions before 2030 and strive to achieve carbon neutrality before 2060, but also an important measure for my country to seize the commanding heights of international industrial competition and enhance national competitiveness, forming a strong support for building a new dual-circulation development pattern in my country.
New energy industry is the key to global energy structure adjustment and industrial competition
The development and utilization of new energy has opened up a new way for the global energy to shift from resource dependence to technology dependence. It has played a role in meeting my country's energy supply and ensuring energy security, and will significantly improve my country's energy security in the future. Over the past two centuries, the world has widely used fossil energy such as coal, oil and gas. In recent years, the revolutionary breakthrough of shale oil and gas, the adjustment of the US energy strategy, geopolitical conflicts, etc. have brought changes to the world's energy pattern, but fundamentally, the resource dependence characteristics of fossil energy supply have not changed. New energy resources are widely distributed and the market in dozens of countries is growing rapidly, driving the global energy supply to become increasingly diversified. The utilization of new energy is more technology-dependent. Under the general trend of global clean and low-carbon energy development, whoever masters the new energy application technology with advanced technology, high efficiency and low cost will be able to take the lead and take the initiative in reshaping the global energy supply and demand pattern.
New energy has become the commanding height of international energy industry competition
Developed countries such as Europe, the United States and Japan continue to increase investment in the field of new energy, seeking the commanding heights of competition in a new round of scientific and technological revolution and industrial transformation. Global technological innovation has entered an active period, especially the maturity of technologies such as wind power, solar power generation, and electric vehicles, and the rapid decline in costs; hydrogen fuel cells, energy storage and other technologies are constantly improving and are about to enter a period of rapid cost decline; new models, new formats and new products for the use of new energy are becoming increasingly abundant, bringing profound changes to human production and lifestyle. As an emerging industry, the new energy manufacturing industry is highly competitive and investment continues to increase. In 2019, the total investment in global renewable energy project development and manufacturing reached US$301.7 billion, far exceeding the investment in other power generation technologies such as coal, natural gas and nuclear power.
Developing new energy is an important business card and effective way for my country to fulfill its commitment to address climate change, establish an image of a responsible major country, and expand energy diplomacy and international cooperation.
In the context of building a community with a shared future for mankind and jointly addressing global climate change, countries have formulated energy transformation strategies, formulated active low-carbon policies, and increased greenhouse gas emission reduction efforts. Currently, more than 170 countries in the world have introduced and implemented a variety of policies to support the development of new energy. The "3060" carbon reduction target proposed by the Chinese government demonstrates the unwavering concept of continuously promoting the green and low-carbon transformation of energy. The effective implementation of new energy support policies and the remarkable achievements of the new energy industry have significantly enhanced my country's voice in addressing climate change and building a green and low-carbon global energy governance structure, thereby enhancing my country's overall international voice, reflecting China's wisdom and responsibility as a major country.
my country's new energy industry has laid a solid foundation and has obvious competitive advantages
The domestic market has huge space and development potential. Under the "3060" carbon reduction target, China has raised the target of non-fossil energy in primary energy by 2030 from 20% to 25%. It is expected that the annual average new installed capacity of wind power and photovoltaic power will reach more than 100 million kilowatts in the next 10 years. In addition, the sales volume of new energy vehicles is expected to reach about 20% of the total new car sales in 2025, which will far exceed the new demand in other countries or regions. A long-term, continuous and stable domestic application market is the cornerstone to ensure the healthy development of the new energy industry.
The scale of the industry is at the forefront of the world. China has formed a sound and efficient wind power, photovoltaic and power battery industry chain in the field of new energy, which is an important foundation for the domestic new energy industry to become bigger and stronger. The photovoltaic manufacturing industry has a dominant position in the world. In 2020, the average market share of major links such as polysilicon, silicon wafers, battery cells and modules in the photovoltaic industry chain reached more than 70%. Among the top ten module manufacturers in the world, 8 are domestic companies. Domestic wind turbine manufacturers Domestic brands of wind turbines account for more than 90% of the cumulative domestic wind power installed capacity. The hoisting volume in 2019 accounted for nearly 50% of the world, and occupied half of the top ten wind turbine manufacturers in the world. In 2020, the installed capacity of domestic automotive power lithium batteries was close to half of the global total.
The manufacturing technology level is at the forefront . Although China does not have many original technologies in technology development, it has strong learning and improvement capabilities, showing a trend of technological catch-up. For example, in the photovoltaic field, in the early days, it faced the unfavorable situation of "three heads outside" in upstream raw materials, downstream markets and equipment. Through technology introduction, digestion and absorption, integrated innovation and joint innovation, domestic photovoltaic manufacturing enterprises have defeated photovoltaic enterprises in the United States, Germany and Japan, and achieved the upgrade and iteration of mainstream technology and production lines every three years, repeatedly refreshing and maintaining the world record of commercial crystalline silicon battery conversion efficiency (breaking 24%). Megawatt-level wind power complete machines were introduced by many domestic enterprises during the "Eleventh Five-Year Plan" through the purchase of licenses. At present, multiple mature technical routes of double-fed, direct-drive and semi-direct-drive have been formed that have reached the international advanced level. Low wind speed wind turbines and wind farm technologies have surpassed international cutting-edge companies such as GE in the United States and Vestas in Denmark, and are at the international leading level. Domestic leading enterprises in the field of power batteries for new energy vehicles have entered the international echelon and are at the forefront of the world in terms of technical indicators such as battery energy density, life and safety.
Cost competitiveness is the top priority. Photovoltaic power generation is an energy technology that has achieved large-scale application with the fastest global cost reduction. The production cost of domestic photovoltaic modules is the lowest in the world. The module price has dropped from 12 yuan/watt in 2010 to about 1.5 yuan/watt at the beginning of 2021. The cost of photovoltaic power generation has also dropped from 1.5 yuan/kWh to about 0.35 yuan/kWh. There will still be a lot of room for decline in the future. The cost of domestic wind power generation has dropped by about 30% between 2010 and 2020, and the price of wind power equipment is also at a global ultra-low level. The production cost of power lithium batteries is also at a global ultra-low level. At the end of 2020, the price of lithium iron phosphate battery packs was about 0.85 yuan/watt-hour, and the price of ternary lithium-ion battery packs was about 1.0 yuan/watt-hour, which was a decrease of more than 80% compared with 2010. It is expected that it will still be reduced by nearly 1/3 in the next five years. Thanks to technological progress and manufacturing advantages, China's new energy products have great cost competitiveness in the world. This is also the reason why the United States, Europe, India and other countries and regions have repeatedly carried out double anti-dumping and countervailing measures against China's new energy products and trade frictions in recent years.
To enhance the competitive advantage of the new energy industry , China is in a critical period of planning the next five years and the medium- and long-term development plan for 2035. Consolidating the foundation of China's new energy industry, realizing the autonomy and control of the supply chain, and enhancing the global competitiveness of the industry are important supports for implementing China's "3060" carbon emission target and creating a new development pattern. It is necessary to focus on the long-term and carry out the following work. Increase the research and development of new energy technologies, make up for shortcomings, and ensure the autonomy and control of the new energy industry supply chain. Guided by the goal of carbon neutrality, promote the priority development and utilization of new energy. In the future, Huajiao Energy will rely on its superior technology to enter the global market, jointly develop new energy markets in various countries, focus on the "Belt and Road", and jointly build a green "Belt and Road", continuously expand the market share of China's new energy technologies, products and standards, work together to respond to global climate change, and promote the building of a community with a shared future for mankind.
