2021 Signing Billboard! The five central enterprises are strong and fierce
- Five major power central enterprises build their own photovoltaic cooperation ecosystem through alliances
In the context of comprehensive parity and carbon neutrality, China's new energy industry has officially entered a period of rapid development. The proposal of the goal of "carbon peaking and carbon neutrality" has given great impetus and pressure to power central enterprises.
To achieve the carbon peaking goal by 2030, the total installed capacity of wind power and solar power generation must reach more than 1.2 billion kilowatts. Data show that by the end of 2020, the total installed capacity of wind power and solar power in China has reached 530 million kilowatts. According to the "14th Five-Year Plan" of the five power generation groups of China Energy Group, Huaneng Group, State Power Investment Corporation, Datang Group and Huadian Group, the new energy installed capacity target of the five companies is about 350 million kilowatts. Its strength is evident.
In order to gain a favorable position in the competition, the five major power central enterprises began to "lower their position", and through the combination of strong and strong, complementary advantages, mutual shareholding and other methods, the use of high-quality resources, in a more open way to increase production in wind and solar upstream , downstream development, technical cooperation, post-operation and maintenance, energy storage, hydrogen energy and other fields to build their own photovoltaic cooperation ecosystem.
According to incomplete statistics, in the past 2021, five companies signed a total of 328 strategic cooperation agreements with local governments and major photovoltaic companies. Among them, SPIC has the most with 108 transactions; Huaneng Group has 85 transactions; Huadian Group has 47 transactions, Datang has 45 transactions; and National Energy Investment Group has 43 transactions.
State Power Investment Group
As the main force of new energy among state-owned enterprises, at the beginning of 2020, the State Power Investment Corporation included "the proportion of clean energy to 54%" in its development plan for that year.
According to incomplete statistics, as of December 31, 2020, SPIC and its subsidiaries have successively signed 25 projects involving photovoltaic power generation, with a total investment of over 56.62 billion yuan, of which the scale of photovoltaic projects has reached 13.06GW, with locations all over Gansu , Guangxi, Shandong, Shanxi, Guizhou, Hebei, Henan, Hubei, Hunan, Jiangxi, Liaoning, Inner Mongolia, Shaanxi, Xinjiang, Yunnan, Shanghai 16 provinces.
In 2020, Huaneng Group's new energy projects started construction of more than 10 million kilowatts and added more than 10 million kilowatts.
By 2025, Huaneng Group predicts that the installed capacity of power generation will reach about 300 million kilowatts, and the installed capacity of new energy will be more than 80 million kilowatts, ensuring that the installed capacity of clean energy accounts for more than 50%; 100 million kilowatts, and the installed capacity of clean energy accounts for more than 75%.
At the beginning of 2020, Huadian further clarified the base-type and large-scale wind and photovoltaic development ideas, and completed the planning and research of 22 regional clean energy bases. The scale of wind photovoltaic and hydropower construction is 12.12 million kilowatts. As of the end of 2020, the company's total assets were 823.3 billion yuan, the installed capacity of power generation was 153 million kilowatts, and the installed capacity of clean energy accounted for 40.4%.
China Huadian's 2021 work conference clearly put forward the main development goals of the "14th Five-Year Plan": by 2025, to achieve the "5318" development goals, and initially build a world-class energy enterprise with global competitiveness. Among them, the "5" in the first place is to strive to reach 50% of the installed capacity of non-fossil energy.
National Energy Investment Group
After the merger of Shenhua Group and Guodian in 2017, the "Big Mac" of electric power was born - National Energy Investment Group. As the power generation group with the largest total installed capacity, the National Energy Investment Group has previously focused on wind power development and is the world's largest wind power investor.
In August 2020, the National Energy Investment Group began to plan to significantly increase the scale of photovoltaic installations. In that year, 15 new energy investment and construction projects were signed, with a total investment of over 100 billion yuan and a total scale of over 26GW, of which photovoltaics accounted for nearly 15GW, accounting for more than half. The projects cover 10 provinces including Inner Mongolia, Fujian, Heilongjiang, Liaoning, Xinjiang, Gansu, Shandong, Shanxi, Hebei and Shaanxi.
The photovoltaic development platforms of the National Energy Investment Group are mainly its subsidiaries Longyuan Power, Guohua New Energy Company and Guodian Power. During the "14th Five-Year Plan" period, the newly installed photovoltaic capacity of the three companies was 10-12 million kilowatts, 5-7 million kilowatts and 5-6 million kilowatts respectively. In addition, the National Energy Group also required to fully mobilize the enthusiasm of the provincial regional companies, and the regional companies need to add more than 5 million kilowatts of photovoltaic installed capacity.
Since the thermal power assets accounted for about 70% after the separation of the plant and the network, Datang Group chose to focus on coalification as the main business direction.
The real acceleration of the development of new energy is at the 2020 work conference. The meeting determined the policy of focusing on improving the speed and quality of onshore wind power development in the field of new energy and making up for the shortcomings of photovoltaic development. ; On the other hand, quickly teamed up with local governments to sign 2GW + photovoltaic projects to seize high-quality resources in advance.
As of the end of September 2021, Datang's wind power installed capacity was 4.6331 million kilowatts and photovoltaic installed capacity was 1.6839 million kilowatts. By 2025, the company plans to add new energy installed capacity of not less than 30 million kilowatts. Editor/Sang Xiaomei