Hydropower will become the absolute main force for the development of renewable energy

On March 5, Premier Wen Jiabao pointed out in his government work report that it promotes the healthy development of strategic emerging industries. Establish mechanisms to promote the use of new energy, strengthen overall planning, and guide project support policies to expand domestic demand and stop the blind expansion of solar wind power and other industries. At the same time, we must develop nuclear power safely and efficiently, actively develop hydropower, accelerate shale gas exploration and development, and increase the proportion of new energy and renewable energy.

In spite of few words, many members and industry analysts have read the new keynotes for the new and renewable energy development policies in China this year and in the future. Wind power has become more stable, and hydropower development will receive more attention.

Last year, the proportion of consumption did not rise, but declined. Qian Zhimin, member of the 11th National Committee of the Chinese People's Political Consultative Conference and deputy director of the National Energy Administration, stated in a group discussion on the government work report held on March 5th that 2011 was the year of the opening of the 12th Five-Year Plan. Including hydropower, nuclear power, wind power and solar power, non-fossil energy accounts for the decline in the proportion of primary energy consumption. Relevant statistics show that in 2011, the proportion of non-fossil energy in primary energy consumption in the above-mentioned main bodies was 8.3%, which was lower than the 8.6% share in 2010.

The 2011 Power Industry Statistics Express issued by the CEC indicates that due to rare dry years encountered by hydropower, the average number of hours spent on equipment was 3028 hours, 376 hours lower than the previous year, the lowest level in the past 20 years; grid-connected wind power generation Although the volume increased by 48.16% year-on-year, the number of hours spent on equipment was reduced by 144 hours compared to the previous year; the utilization rate of solar photovoltaic power generation equipment also decreased from the previous year.

In 2011, the phenomenon of "discarding the wind" has become more intense than in previous years. Xie Changjun, general manager of Longyuan Power, had previously stated that the average wind power capacity of wind power across the country accounted for 20% of the total, and direct economic losses amounted to nearly 10 billion yuan. In terms of solar energy, although the installed capacity of photovoltaic power generation increased by more than three times in 2010 compared with that in 2010, the signs of having to “discard the light” due to the inability to connect to the grid have also emerged.

Hydropower will bear 2/3 of the weight The 11th member of the National Committee of the Chinese People's Political Consultative Conference (CPPCC) and former General Manager of Datang Group Ruan Ruoyu told reporters of the China Securities Journal that it may be aware of the seriousness of the development of renewable energy, which had previously remained at the level of the competent authority. The concept of "heavy light weight" new energy development has risen to the national level.

He believes that this report emphasizes the promotion of new energy use, overall planning, policy guidance and the expansion of domestic demand, which means that the policy will focus on the development and utilization of the current domestic new energy stocks based on the scale, focusing on domestic market demand. “This is a new energy that has not been developed blindly in the past such as wind power and solar energy. The future development situation will be more stable, and we will bid farewell to the era of rapid development.” Ruo Ruoyu said. He believes that the core goal of the future policy is the "new energy and renewable energy share" mentioned in the government work report.

Further analysis pointed out that in the current situation, the role of hydropower in achieving the target of 11.4% renewable energy consumption by the end of 2015 has become increasingly important. In 2012, the approved target for hydropower start-ups set by the National Energy Administration was 20 million kilowatts, a year-on-year increase of 57%, which is the largest increase in recent years. According to the “Twelfth Five-Year Plan”, 2/3 of the 11.4% target must be achieved by hydropower.