Media inventory: top ten energy industry in China in 2012 media inventory: top ten energy industry in China in 2012 introduction: at the end of each year, the media always comprehensively sort out the major events that have occurred in China's energy industry in the past year, and evaluate the top ten energy industry in China that year on the basis of visiting a number of industry experts and scholars and widely soliciting opinions. 1、 PetroChina has built an overseas Daqing, and science and technology has become a Chinese enterprise
at the end of each year, the media will comprehensively sort out the major events that have occurred in China's energy sector in the past year, and on the basis of interviewing a number of industry experts and scholars and widely soliciting opinions, they will evaluate the top ten energy in China that year
first, PetroChina has built an "overseas Daqing", and science and technology has become a competitive tool for Chinese enterprises to "go global"
Xinhua News Agency announced on January 9 that in 2011, the output equivalent of overseas oil and gas operations of CNPC exceeded 100 million tons, of which the equity output reached 51.7 million tons, which is equivalent to building a Daqing Oilfield overseas. On February 14, the national science and technology award conference was held in Beijing. The "key technology for the scale and efficient development of oil and gas fields in overseas cooperation of PetroChina" won the first prize of the national science and technology progress award
comments: it is difficult for Chinese enterprises to "go global", especially for Chinese energy enterprises. Why can CNPC "go global" and obtain oil and gas resources equivalent to a Daqing Oilfield? An important answer given by the head of CNPC is "scientific and technological innovation"
the establishment of "overseas Daqing" by PetroChina tells us that "technology" is more competitive than "capital" in the process of internationalization of Chinese enterprises. Data PU materials can print highly complex components, which shows that since the "Eleventh Five Year Plan", PetroChina has invested an average of more than 10billion yuan in science and technology every year, resulting in a large number of scientific and technological achievements. While these scientific and technological achievements have contributed to the development of the petroleum industry and social progress of resource countries in the process of "going global", they have also become a powerful tool for PetroChina to participate in international competition
second, China has set off a "shale gas fever", and the "newborn" of energy is extremely popular.
on March 5, the premier's government work report first proposed "accelerating shale gas exploration and development." Ten days later, the National Energy Administration issued the shale gas development plan (2011-2015), which proposed that the national shale gas resource potential survey and evaluation should be basically completed during the 12th Five Year Plan period, with proven geological reserves of 600billion cubic meters and recoverable reserves of 200billion cubic meters. On October 25, the Ministry of land and resources held the bidding for the transfer of shale gas exploration rights this year. On November 1, the Ministry of Finance arranged special financial funds to support shale gas development
comments: an energy "newborn" that was just listed in the "newly discovered minerals" on December 31, 2011 has quickly become the "new favorite" of energy that the government attaches importance to, favored by capital and concerned by the media in 2012. Shale gas is heating up faster and hotter than usual. Its internal motivation stems from China's desire for energy, especially green energy. At present, China's external dependence on oil has been nearly 60%, and that on natural gas has been nearly 30%. China has reason to expect shale gas to play a role in ensuring national energy security; The external motivation comes from the demonstration effect brought by the "shale gas revolution" in the United States
however, as an "unconventional natural gas" retained in the oil source rocks, shale gas is in its infancy in China, facing a series of problems such as finding out the resources and mastering the core technology. It is still a long way to go to truly form production capacity and then change China's energy supply pattern
third, the household step price is implemented nationwide, leading resource products into the era of "step pricing"
from July 1, 29 provinces (autonomous regions and municipalities) except Tibet and Xinjiang have fully implemented the household step price. Since the national development and Reform Commission issued the draft for comments in October 2010, after 20 months of gestation due to the fast cooling rate, the first power coverage rate of most provinces has exceeded 80%, and some provinces have even exceeded 90%. This "step-by-step" pricing method that fully listens to public opinion will provide a mirror for the next step of price reform of resource products such as water and gas prices
comments: the introduction of residential tiered electricity prices, with a final closing of 377.5 and a rise of 3.71%, was selected as one of the top 10 energy sources in China in 2012 because it related to the vital interests of the general public. After nearly half a year of practice, although the stepped electricity price is accused of losing the original intention of "improving social equity and robbing the rich to help the poor" due to the high coverage of the first grade electricity, the hot sale of energy-saving appliances and the declining growth rate of residential electricity consumption show that the stepped electricity price has an obvious effect on improving people's awareness of energy conservation
according to the media, Guangzhou will officially implement the stepped water price on January 1, 2013; Jiangsu, Hainan, Hunan, Guangdong and other provinces have successively held hearings on stepped gas prices. This shows that, following the step price, the price reform of domestic tap water, natural gas and other resource products in China will enter the era of "step pricing"
IV. China has become the world's largest wind power merger country, and also a "wind abandonment" country
on August 15, the National Power Corporation announced that by the end of June, China's wind power merger had reached 52.58 million KW, replacing the United States as the world's largest wind power merger country. Among them, the national power dispatching range and wind power reached 50.26 million KW, with an average annual growth rate of 87% in the six years. At the same time, according to the State Electricity Regulatory Commission, the abandoned wind power of wind farms in the "Three North" region reached 12.3 billion kwh in 2011, with an abandoned wind rate of 16%, and the abandoned wind rate in Inner Mongolia has exceeded 45%
comments: at the end of 2010, China's cumulative installed capacity of wind power surpassed that of the United States for the first time, becoming the world's largest wind power country; A year and a half later, China's wind power surpassed that of the United States and became the world's largest wind power country. The rapid development speed and large installed capacity of wind power in China have attracted worldwide attention, including the efforts made by units and departments within the State Power Corporation for wind power
at the same time, the reality of China's high "wind abandonment rate" also warns us that large-scale wind power consumption is indeed a worldwide problem, and compared with foreign countries, China's "large base" wind power development model makes the problem of wind power consumption more prominent. To promote the further development of renewable energy represented by wind power, strengthening policy support is the premise, and strengthening power construction, especially the construction of cross regional transmission channels, is the keyOn September 5, the state owned assets supervision and Administration Commission of the State Council issued an official reply, agreeing that the State Power Corporation of China would transfer 100% of the state-owned equity of National Energy Development Co., Ltd. held by the State Power Corporation to Shenhua Group Company. This transfer involving multiple power plants and coal mines, with total assets of 55billion yuan, has not only become the largest enterprise merger and acquisition in the domestic energy industry and even the entire economic field, but also triggered people's in-depth inquiry into why the mergers and acquisitions of the coal power industry frequently occur, such as "coal eating electricity"
comments: inspired by the state's supporting policies for mergers and acquisitions in coal, power and other related industries, Shenhua Group, which has the advantage of integrated operation of "coal circuit, port and waterway", made a huge investment of 55billion yuan to acquire national energy, which not only created the largest merger and acquisition case in the domestic energy and even the entire economic field, but also promoted China and the world's largest coal giant to become China's "fifth largest power generation group"
with the rapid expansion of Shenhua Group to the power industry, it was associated with the reorganization of China Power Investment Group with the coal mining group, and then to Zhangze electric power, Shaanxi coal industry and Xishan coal power (000983, Guba) to bid for many home appliance plants under Huadian Group respectively. People of insight in the industry began to question the phenomenon of "frequent coal consumption and rare electricity consumption" in the merger and reorganization of domestic coal power industry, And then triggered a deep thinking on the current coal and electricity price mechanism characterized by "market coal" and "planned electricity"
VI. the third west east gas pipeline project was started, and private capital was introduced into the national key energy project for the first time. On October 16, the commencement ceremony of the third west east gas pipeline project with a total investment of 120billion yuan was held in Beijing. This is another land-based energy artery decided by the CPC Central Committee and the State Council after the first and second lines of the west to east natural gas transmission project. According to jiangjiemin, chairman of CNPC, private capital has been introduced into the construction of the third west east gas pipeline for the first time, realizing the diversification of investment subjects
comments: it is not true that private capital enters the field of oil and gas pipeline construction. In the construction of oil and gas pipelines in downstream cities, a large number of private enterprises represented by ENN group have been involved in it for a long time. However, it is the first time that national key energy construction projects such as the third west east gas pipeline, which are related to the "national economy and people's livelihood", have been opened to private capital. The symbolic significance of the diversification of investment subjects of the third west east gas pipeline is thus highlighted
at the same time, the principle of "technology autonomy and equipment localization" established in the construction of the third west to east gas pipeline project is also of concern, which is undoubtedly a great benefit to drive the domestic equipment manufacturing industry with the participation of many private capital. Under the background of the global economic downturn and the increasing downward pressure of the electrostatic economy on domestic people, The commencement of the third west east gas pipeline is of great significance to revitalize the domestic equipment industry and even stimulate domestic economic growth
VII. The 12th Five Year Plan in the energy sector has been announced successively, and the restart of China's nuclear power has attracted much attention.
2012 is the year of intensive release of the 12th Five Year Plan in China's energy industry. On October 24, after the National Energy Administration successively issued a series of plans, including the 12th Five Year Plan for energy science and technology, the shale gas development plan, the 12th Five Year Plan for coal industry development, the 12th Five Year Plan for renewable energy development, the four thematic plans for hydropower, wind power, solar energy and biomass energy, and the 12th Five Year Plan for natural gas development, The executive meeting of the State Council discussed and adopted the widely concerned 12th Five Year Plan for energy development, the nuclear power safety plan and the medium and long term development plan for nuclear power. Among them, two nuclear power plans have attracted much attention with the official announcement of the restart of China's nuclear power
comments: China's energy industry plan launched successively in 2012 points out the path and direction for the development of China's energy industry during the "12th Five Year Plan" and even in the future. The most notable ones are the 12th Five Year Plan for energy development, the nuclear power safety plan and the medium and long term development plan for nuclear power, which were discussed and adopted at the executive meeting of the State Council on October 24
the 12th Five Year Plan of energy puts forward the goal of "building a safe, stable, economic and clean modern energy industry system"; The two nuclear power plans officially announced that China's nuclear power, which had been suspended for one and a half years due to the Fukushima nuclear accident in Japan, began to restart, and ended the dispute over the technical route of nuclear power development over the past years with the requirement that "new nuclear power units must meet the third generation safety standards"On November 8, Beijing time, the US International Trade Commission (ITC) made a final ruling on the "double anti" of crystalline silicon photovoltaic cells and components imported from China, imposing a maximum of 249.96% punitive tariff and a maximum of 15.97% countervailing duty. On the same day, the EU announced that it would launch a countervailing investigation on China's photovoltaic industry. In addition to the anti-dumping investigation in September, the EU officially upgraded China's photovoltaic industry to "double anti". China's photovoltaic industry fell into