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Solving the Over-supply of New Energy Industry and Improving the Manufacturing Technology of New Energy Equipment

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Solving the Over-supply of New Energy Industry and Improving the Manufacturing Technology of New Energy Equipment

Date of release:2011-12-21 Author: Click:

Solving the Over-supply of New Energy Industry and Improving the Manufacturing Technology of New Energy Equipment



In 2011, for the new energy industry, it is a year of ups and downs. In this year, the domestic new energy market has not only received effective policy support, but also encountered severe tests from the market. Premier Wen's government work report in 2012 pointed out that we should accelerate the transformation of the mode of economic development, promote the optimization and upgrading of industrial structure, and promote the healthy development of strategic emerging industries. We will accelerate the establishment of mechanisms that promote the use of new energy sources; strengthen overall planning, auxiliary projects and policy guidance; and expand domestic demand. We will put an end to blind expansion in industries such as solar energy and wind power.. "In the future, solar and wind energy will still play an important role in adjusting the economic structure and energy saving and emission reduction. Stopping their blind expansion does not mean slowing down development." Qian Zhimin, member of the CPPCC National Committee and deputy director of the State Energy Administration, said that new energy sources such as solar energy and wind energy still have great potential at home and abroad. Low-level duplicate construction is only in the field of equipment manufacturing. China's determination to develop new energy will not change.




Stopping blind expansion does not stop development




Over the past five years, China's solar and wind power industries have entered an explosive growth period. The long-term plan put forward by the State Energy Administration is to build 200 million kilowatts of wind power by 2020 and 15 million kilowatts of solar power by 2015. The reality is that in the field of wind power, blindly investing only in quantity but not in quality has resulted in a large amount of excess capacity. Due to the neglect of core technology research and development, product homogeneity is serious. Some provinces, municipalities and counties, such as Jiangsu photovoltaic industry, account for 70% of the country's total wind power projects, and the phenomenon of low-level repeated construction is very serious. In some places, 1/3 of them are photovoltaic enterprises, and many of them have poor efficiency, which will inevitably lead to vicious price competition and overcapacity. Data show that in 2008, there were less than 100 photovoltaic enterprises in China. After several years of rapid development, more than 500 photovoltaic enterprises have expanded. At present, about 30% - 50% of the wind power industry's capacity is idle. The price of wind power equipment has dropped from 10,000 yuan per kilowatt hour in the past to 3,500 yuan now. Overcapacity has brought about practical difficulties for manufacturing enterprises. Many wind power enterprises and upstream parts and components enterprises are facing various adverse environments to varying degrees.





This year, for the first time, the government's work report put forward solar and wind energy in order to change the current free and disorderly development of the new energy industry. "The so-called excess does not mean the excess of solar and wind energy, but the excess of manufacturing links." Tan Wenhua, deputy of the National People's Congress and chairman of Jinzhou Sunshine Energy Co., Ltd., said that, globally, China's solar energy manufacturing capacity accounts for 50% of the world's total, while its application capacity is less than 5%. The serious disconnection between production capacity and application indicates that China's solar energy application market still needs to be developed, and solar energy application is relatively backward. Therefore, it is very correct for the state to propose a mechanism to promote the use of new energy and expand domestic demand. The state should strictly check and approve projects, control the blind expansion of production capacity, and vigorously develop the application market of solar energy.





In this regard, Zhang Guobao believes that, on the whole, China's wind power development is relatively healthy. Last year, the installed capacity of wind power reached 47 million kilowatt, accounting for only 4% of the installed capacity in the whole country; 73.3 billion kilowatt-hours of power generation accounted for 1.5% of the national power generation, and the price also dropped to about 0.57 yuan per kilowatt-hour of power, which has certain competitiveness. The scale of photovoltaic power generation has just reached 3 million kilowatt, and the cost of kilowatt-hour electricity is also decreasing. From the planning point of view, during the 12th Five-Year Plan period, grid-connected wind power will reach 100 million kilowatts and photovoltaic power generation will reach 15 million kilowatts, which needs to be substantially upgraded on the basis of existing installation. From the perspective of national energy structure adjustment, wind power and photovoltaic will bear a certain proportion in the future. Therefore, the development prospects of new energy industry represented by wind power and photovoltaic power generation are still very broad, but it is the original intention of national energy policy to distinguish the blind development of equipment manufacturing capacity from the development of wind power and solar energy industry.




Energy is an important blood of the national economy, so the country attaches great importance to the development and utilization of new energy. During the Twelfth Five-Year Plan period, China has included the new energy industry in the key areas supported by the state. The 12th Five-Year Plan Outline for National Economic and Social Development of the People's Republic of China issued last year put forward that we should vigorously develop strategic emerging industries such as energy-saving and environmental protection, new generation information technology, biology, high-end equipment manufacturing, new energy, new materials and new energy vehicles. Energy-saving and environmental protection industries should focus on developing key technologies such as high-efficiency and energy-saving, advanced environmental protection and resource recycling. Preparations, products and services. It is worth mentioning that new energy and related industries will also face severe challenges such as market demand, energy efficiency and emissions.



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