So, what stories are happening in the energy field of China on 20 19?
Power system reform accelerates the expansion of inter-provincial power transactions
On 20 18 12.25, State Grid Corporation of China held a press conference, making it clear that the next step will be to focus on 10 key work and continue to promote comprehensive and deepening reform.
The next day, the National Development and Reform Commission and the National Energy Administration issued the "Notice on Please Submitting the Fourth Batch of Incremental Distribution Business Reform Pilots", clarifying that in order to speed up the release of distribution business to social capital, the fourth batch of incremental distribution business reform pilots will continue to be organized.
20 18, 18 On February 27th, the spot power markets in Gansu and Shanxi started trial operation, which opened the prelude to the power system reform in China in 20 19. With the promotion of power system reform this year, the construction of spot power market has been further accelerated, and the scale of inter-provincial power transactions has been expanding. It can be said that in 20 19 years, China's power system reform has achieved landmark results. It is expected to make a key breakthrough.
The reform of oil and gas system accelerates the breakthrough of pipe network independence
In 20 18, the news that "the oil and gas pipeline network will be independent and the national pipeline company will be established" is frequent. Judging from the basic idea of "managing the middle and letting go of both ends" in the national energy system reform, the separation of pipe network is the only way for oil and gas system reform, which is conducive to oil and gas companies to further deepen the reform of mixed ownership. In order to effectively break the monopoly in the oil and gas field and promote the marketization and specialization of the vertical industrial chain in the oil and gas field, we must first realize the real separation of oil and gas from the pipeline network, and 20 19 is a key year.
It is the general trend for new energy vehicles to move against the trend of hydrogen energy.
In 20 18, the downward pressure on the economy led to a decline in automobile sales, but the production and sales of new energy vehicles maintained rapid growth. Hydrogen fuel cell vehicles are regarded as promising clean energy vehicles because of their good environmental compatibility, high energy conversion efficiency, low noise, long cruising range, short refueling time and no need to charge. At present, there are more than 200 hydrogen fuel cell vehicles used for demonstration in China, with a cumulative mileage of 65,438+10,000 kilometers. The output value of 20 19 hydrogen energy vehicles will usher in a period of rapid development. By 2030, the output value of China's hydrogen energy automobile industry is expected to exceed the trillion-dollar mark.
The supply and demand of natural gas are still in a tight balance.
On 20 17, China has surpassed South Korea to become the second largest importer of liquefied natural gas (LNG) in the world, and vaguely surpassed Japan.
In 20 19, the national level made full preparations for natural gas supply. The output and supply of natural gas have reached a new high, and the construction of gas storage has made remarkable progress. It is estimated that the annual output of natural gas will increase by more than 654.38+00 billion cubic meters and the supply will increase by more than 30 billion cubic meters. Compared with the same period of last year, the daily supply in winter heating period will increase by about 654.38+0 billion cubic meters. It is estimated that the natural gas supply will continue to increase steadily in 20 19, but with the continuous promotion of air pollution control and "coal to gas", the supply and demand of natural gas will still be in a "tight balance" state.
Photovoltaic has entered the era of parity, and the integration of light and storage is becoming a trend.
After the rapid development in the first two years, the renewable energy fund that maintains the installed capacity of new energy is overwhelmed and the subsidy gap is huge. The future of photovoltaics depends on whether it can access the Internet at a low price, and the ability to reduce costs has become the core competitiveness of the industry.
20 19, the era of photovoltaic parity has begun. With the rapid improvement of energy storage technology and the continuous decline of cost, "photovoltaic+energy storage" will play an important role in the future energy field, and more enterprises will lay out this field in 20 19.
The wind power industry has recovered throughout the year, and the offshore installed capacity has steadily advanced.
In 20 18, the wind power industry accelerated the development of offshore wind power and distributed wind power, and turned losses into profits after the installed capacity declined for two consecutive years. Offshore wind power used to be the short board of industry development. After more than three years of development, whether it is exploitable resources or technical policies, China's offshore wind power has basically met the conditions for large-scale development. At present, wind power enterprises have experienced the baptism of two cycles, and the competitive advantage of leading enterprises is very obvious. It is estimated that the installed capacity of wind power will recover year by year in 20 19, reaching the level of about 30GW.
The introduction of quota system is difficult to encourage the development of new energy.
At the end of 20 18, the National Energy Administration sent a letter to solicit opinions on the Notice on Implementing the Electricity Quota System for Renewable Energy, which was the third time since March and September of 20 18. It can be said that the more difficult quota system will give a great impetus to the development of new energy. From the perspective of local governments and power grid companies, it will form the assessment pressure of new energy power generation and transmission, thus encouraging the development of new energy. It is expected that the quota index of 20 19 will be released in the first half of the year.
Mixed reform of state grid, speeding up UHV to meet the construction peak
2065438+September 2008, the National Energy Administration issued the Notice on Accelerating the Planning and Construction of a Number of Key Power Transmission and Transformation Projects. The notice mentioned that nine key power transmission and transformation lines will be approved in 20 18 and 20 19 years, involving "seven connections and five straights" UHV line 12, which is another construction peak after the large-scale planning and construction of 20 12 UHV. At the end of 20 18, State Grid Corporation of China held a press conference, announcing that on the basis of the previous exploration of mixed ownership reform such as incremental distribution, trading institutions and pumped storage power stations, it would continue to expand the scope and intensity of "mixed reform" and launch a series of measures such as opening investment in UHV construction to social capital for the first time.
It is worth noting that apart from the opening of the domestic market, the prospect of UHV overseas market is also very broad. Generally speaking, the construction period of UHV is about 2-3 years, which means that 20 19 will be the delivery year, and equipment manufacturers will have a performance peak in 2020.
The problem of "three wastes" can alleviate the high-quality development of new energy.
According to the data of the National Energy Administration, in the first three quarters of 20 18, the consumption of renewable energy power generation continued to improve, and the abandoned power and abandoned power rate maintained a downward trend. It is predicted that in 20 19 years, the utilization rate of renewable energy in China will be further improved, and the rate of power abandonment will remain at a reasonable level. By 2020, the problems of abandoning water, wind and light will be basically solved.
Promote the development of related industries
Coal chemical industry market returns to the fast lane
At the National Energy Work Conference held in February, 2065438+2008, relevant leaders emphasized that demonstration projects such as coal-to-oil and coal-to-gas should be promoted in a scientific and orderly manner. With the national energy security and the slow recovery of oil prices, the coal chemical market has returned to the fast lane. At present, modern coal chemical technologies such as coal-to-oil and coal-to-natural gas in China are still emerging industries, and the input and output of coal chemical projects are large, which has a far-reaching impact on promoting the development of related industries and promoting local economic vitality. At the same time, because coal chemical projects involve water consumption, land occupation, environmental pollution, product quality standards, pricing, market access and other issues, the development of modern coal chemical industry in China faces problems such as imperfect industrial policies and insufficient attention, and some core technologies and equipment are also subject to people.
However, as the development direction of energy industry supported by the state, it is predicted that industrial policies such as coal-to-oil and coal-to-gas will be gradually improved in 20 19.