Energy Policy Study (December 2023)

(I) Shandong Provincial Development and Reform Commission issued the Notice on Further Strengthening the Centralized Call Management of New Energy Storage Power Stations. 

policy information]12Month13On the same day, the Shandong Provincial Development and Reform Commission issued the ''Notice on Further Strengthening the Centralized Call and Management of New Energy Storage Power Stations, ''pointing out that in the event of a shortage of power supply, the State Grid Shandong Electric Power Company will predict the regular of thermal power, nuclear power,pumped storageIf the output of the unit and the scale of calls from outside the province cannot meet the power demand of the whole network, the emergency centralized dispatching instruction can be issued to the new energy storage power station according to the relevant operation regulations and working procedures.

At the same time, the centralized call test is carried out regularly. State Grid Shandong Electric Power Company shall urge the new energy storage power station to operate at full power at least once a quarter. For energy storage power stations that fail to reach the rated output in normal operation or call tests, the State Grid Shandong Electric Power Company shall issue a rectification notice and report to the Provincial Development and Reform Commission, the Provincial Energy Bureau and the Shandong Energy Regulatory Office for the record. The energy storage power station shall complete the rectification in time according to the requirements of the rectification notice, inform and interview the independent energy storage power station that does not rectify according to the requirements, and reduce the grid-connected capacity of the corresponding new energy station for the construction of the energy storage power station.

policy interpretation]Energy storage power station is the adjustment resource of the whole power system. In addition to participating in the power market mechanism according to market signals, energy storage can also play the role of supply guarantee and emergency power support. The new energy storage operation policy designed by Shandong Province is to participate in the power in stock market by self-dispatching at ordinary times, and the charging and discharging period is decided by the energy storage operation enterprises themselves. Special periods are directly dispatched by the power grid according to the demand of the power system and some compensation is given. This way in Lu Fa to change energy 〔2022>> 〕749The number is clear. This Notice is749The further clarification of the document, which stipulates the details of direct scheduling and compensation mechanism, is a further improvement of Shandong's new energy storage operation mechanism.

policy information] 12Month18The Shandong Provincial Energy Bureau issued the Announcement on the Results of the Assessment of the Carrying Capacity of Distributed Photovoltaic Access to the Power Grid, which evaluated the province's136County (city, district) low-voltage distribution network early warning level and network consumption difficulties.

among them,37A county (city, district) distributed photovoltaic output will be220kV and above gridreverse power transmission, the newly added distributed photovoltaic output cannot be consumed within the county range, including Shanghe County of Jinan City, Tengzhou City of Zaozhuang City, Qixia City of Yantai City, Anqiu City of Weifang City, Mengyin County of Linyi City, Lingcheng District of Dezhou City, chiping District of Liaocheng City, Donga County of Liaocheng City, Zhanhua District of Binzhou City, etc.9Pilot counties (cities, districts). Province136In each county (city, district),2024years have53A county (city, district) low-voltage distribution network early warning level of "restricted",43A county (city, district) low-voltage distribution network early warning level of "general", the rest40The early warning level of the low-voltage distribution network in each county (city, district) is "good". Among the pilot counties, Shanghe County of Jinan City, Tengzhou City of Zaozhuang City, Qixia City of Yantai City, Anqiu City of Weifang City, Mengyin County of Linyi City, Lingcheng District of Dezhou City, Chiping District of Liaocheng City, Donga County of Liaocheng City, Zhanhua District of Binzhou City, etc.9The early warning level of the low-voltage distribution network connection network in each county (city, district) is "restricted", and the early warning level of the low-voltage distribution network connection network in Qihe County, Dezhou City is "general".

policy interpretation]In recent years, the rapid development of photovoltaic in Shandong Province, as2023Year11End of month,The province's installed renewable energy9046.1Million kilowatts, year-on-year growth28%, accounting for the total installed43.4%. Among them, photovoltaic5450.2Million kilowatts, year-on-year growth32.6%, Percentages26.2%, ranking first in the country, distributed photovoltaic accounted7into. Since the beginning of this year, the high-speed addition of household and distributed photovoltaics has brought high pressure on the power grids around the world.

Photovoltaic power generation is concentrated at noon, which has a profound impact on Shandong power system. In particular, distributed photovoltaic is not controlled, does not participate in the power in stock market, abandons wind and light, and does not bear social responsibility. Shandong Province is actively studying specific measures and methods for distributed photovoltaics to assume social responsibility, such as distributed photovoltaic configuration distributed energy storage, distributed photovoltaic part of the electricity to participate in the power in stock market. Distributed energy storage can solve the problem of overvoltage and transformer overload caused by distributed photovoltaic, and is an effective means to solve the problem of local power grid. It can expand the access of distributed photovoltaic, which will be the focus of the next development.

    (III) the People's Government of Shandong Province issued the "Three-year Action Plan for High-quality Development of County Economy in Shandong Province (2023-2025year).

policy information] 12Month7On the 1st, the Shandong Provincial People's Government issued the "Three-Year Action Plan for High-Quality Development of County Economy in Shandong Province (2023-2025year) notice. The programme states that efforts2025Cultivate strategic emerging industrial clusters at the provincial level and above50Around, provincial "wild goose array" industrial clusters200About, advanced manufacturing clusters.20About, small and medium-sized enterprises characteristic industrial clusters150around,90%The above county forms1-2An industrial cluster with an output value of more than 10 billion yuan and a strong competitive advantage.

policy interpretation]The government is more concerned about industry than investment. In accordance with the principle of the Central Economic Work Conference,The "Plan" will promote the technological transformation and upgrading of traditional industries, focus on six traditional advantageous industries such as metallurgy, continue to promote the "ten thousand technological transformation" and "ten thousand enterprise transformation" in the industrial field, and the average annual growth of technological transformation investment6%Above, the proportion of industrial investment is stable50%Above, annual rolling implementation of investment500Technical renovation projects of more than ten thousand yuan1About ten thousand.

The Program pays special attention to the development of digitalization, and proposes to deepen digital empowerment, with the overall digitization rate of key business links of industrial enterprises above designated size exceeding70%. In terms of the industrial chain, the Plan proposes to promote the integration of the industrial chain and the solid chain, and implement the "ten chains and ten thousand enterprises" iconic industrial chain integration and chain action to build200Home or so industrial ecology-led chain main enterprises, the development of a number of financial chain solid chain service platform, synchronous layout of the construction of quality infrastructure, the preparation of supporting needs, cooperation intentions and broken chain supply risk three lists, regular national provinces, cities and counties four-level docking activities, to promote regional resource sharing and enterprise coordination.

The National Development and Reform Commission of (I) issued the Opinions on Accelerating the Establishment of a Product Carbon Footprint Management System.

policy information]On November 24, 2023, the National Development and Reform Commission issued the Opinions on Accelerating the Establishment of a Product Carbon Footprint Management System.

The Opinions have deployed key work in five aspects: formulating product carbon footprint accounting rules and standards, strengthening the construction of carbon footprint background database, establishing product carbon identification certification system, enriching product carbon footprint application scenarios, and promoting international convergence and mutual recognition of carbon footprint.One isAccelerate the formulation of basic general national standards for product carbon footprint accounting, clarify accounting boundaries, accounting methods, data quality requirements and traceability requirements, etc.; organize relevant industry associations, leading enterprises, scientific research institutes, etc. to formulate key product carbon footprint accounting rules and standards.Two isIndustry authorities may establish industry carbon footprint background databases according to work needs to provide public services for enterprises to carry out product carbon footprint accounting; encourage relevant industry associations, enterprises, and scientific research units to publish background databases in subdivisions in accordance with laws and regulations.Three isEstablish a unified and standardized product carbon label certification system at the national level, study and formulate product carbon label certification management measures; encourage enterprises to voluntarily carry out product carbon footprint certification in accordance with market-oriented principles.Four isHelp enterprises find weak links in carbon emission management in production and circulation, tap the potential of energy saving and carbon reduction, and encourage consumers to buy and use products with low carbon footprint.Five isStrengthen research on international carbon footprint methodologies, give full play to the role of bilateral and multilateral dialogue mechanisms, strengthen communication and docking with international stakeholders, and promote mutual recognition of carbon footprint accounting rules and certification results with major trading partners.

policy interpretation]Product carbon footprint management system is one of the important foundations of the carbon market, the construction of product carbon footprint management system has three positive effects:One isHelp support energy saving and carbon reduction on the consumer side. The carbon footprint of products can help consumers with green consumption preferences to accurately recognize the green and low-carbon attributes of products by clearly and intuitively marking carbon emission data, and stimulate the public's awareness of actively participating in addressing climate change.Two isIt is helpful to unify the carbon footprint accounting standards, guide enterprises to strengthen carbon emission management, and help the upstream and downstream of the industrial chain to accelerate the green and low-carbon transformation.Three isHelp to enhance the competitiveness of China's green products. Looking at the development trend of global carbon emission management policy, the supply chain system with carbon footprint as the core has begun to take shape. It is expected that more countries and enterprises will put forward carbon footprint management requirements for the upstream and downstream products of their industrial chain in the future. The establishment of China's independent product carbon footprint management system will help to better integrate and lead the global green and low-carbon transition process.

The National Development and Reform Commission and the National Energy Administration of (II) issued the "On Doing a Good Job".2024Notice of the signing of performance work for medium-and long-term contracts for electricity in the year.

policy information] 12Month7On the same day, the National Development and Reform Commission and the National Energy Administration issued the "On Doing a Good Job".2024Notice of the signing of performance work for medium-and long-term contracts for electricity in the year. The "Notice" includes insisting on a high proportion of medium and long-term contracts, optimizing the organization of contracts, regulating medium and long-term transactions across provinces, improving the price formation mechanism, and improving the medium and long-term market mechanism for new energy.

policy interpretation]Medium-and long-term power transactions refer to power transactions with a period of more than one year, year, quarter, month, week, etc. between subjects that meet certain access conditions, through independent negotiation or centralized bidding. This approach is mainly to deal with short-term fluctuations in the market, to ensure the interests of both power supply and demand, and to provide greater flexibility and stability. The medium-and long-term trading of electricity is the "stabilizer" of the electricity market, taking Shandong as an example, the power generation enterprises participating in the electricity market are about.80%of electricity sold through the medium-and long-term market,20%The electricity is sold through the electricity in stock market.

In recent years, the National Energy Administration has issued a notice to do a good job in the medium and long-term market of electricity every year,.2023Compared to the annual notice,2024The biggest difference in the annual notice is to emphasize the importance of medium-and long-term trading of new energy. The document requires that the frequency of new energy transactions should be continuously improved, the trading cycle should be shortened, the trading methods should be enriched, and the medium-and long-term trading mechanism suitable for the characteristics of new energy power generation should be improved to meet the demand of new energy for the adjustment of the deviation of trading power and curve. Combined with the state2030The requirement for all new energy sources to enter the electricity market in, and new energy generation.“Rely on the sky to eat”Participating in the current situation of huge losses in the power in stock market, the state is interested in cultivating the medium-and long-term power market, making it a means of income guarantee after the new energy enters the market.

The National Energy Administration of (III) issued the "Notice of the National Energy Administration on Organizing the Pilot Demonstration of the Promotion and Application of Biodiesel" to promote the inclusion of biodieselCCERmechanism.

policy information]2023Year11Month20On the 1st, the National Energy Administration officially issued the ''Notice of the National Energy Administration on Organizing the Pilot Demonstration of the Promotion and Application of Biodiesel, ''which aims to expand the application scenarios of domestic biodiesel, explore the establishment of a replicable and promotable policy system and development path, and gradually Form a demonstration effect and scale effect, and accumulate experience for continuing to expand the promotion and application of green liquid fuels such as biodiesel. The Notice clarifies the content of the pilot demonstration. According to the development status and production and consumption of the biodiesel industry, governments and enterprises at all levels applying for pilot demonstration can choose one or more ways of "regional promotion and application", "marine biodiesel" and "promotion and application of biodiesel in other scenarios" in combination with local reality. At the same time, all localities are also encouraged to creatively carry out pilot demonstration creation in other ways.

policy interpretation] 2023Year10In January, the Ministry of Ecology and Environment restarted the suspension.6YearsCCER(National Certified Resource Emission Reduction), the country will further build a carbon trading market, the Notice is.CCERRestartAfter the construction of a specific content, biodiesel intoCCERCategory.

(IV) Shanxi power in stock market into formal operation, is China's first into the formal operation of the power in stock market.

policy information]12Month22On the same day, the Shanxi Provincial Energy Bureau and the Shanxi Supervision Office of the State Energy Administration issued the "Notice on the Transfer of Shanxi Electric Power in stock Market from Trial Operation to Official Operation", and the Shanxi Electric Power in stock Market will be transferred from trial operation to official operation from now on. This is China's first into the official operation of the power in stock market.

Shanxi Electric Power in stock Market2018Year12Month27The trial operation was started on a daily basis. In the past five years, it has gone through seven settlement trial operations. The operation cycle started from a single day and gradually extended to weekly, half-month, full-month, and bimonthly, and finally realized continuous trial operation. Up to now, Shanxi electric power in stock market has been running continuously 32Months.

    2023Year9In January, the General Electric Regulation Institute assessed that Shanxi Electric Power in stock Market met the conditions for trial operation to formal operation. In accordance with the National Development and Reform Commission, the National Energy Administration "on further accelerating the construction of the power in stock market notice"(Development and Reform Office[2023]813No.)Requirements, with the consent of the Shanxi Provincial Government and reported to the National Development and Reform Commission and the National Energy Administration for the record, the Shanxi Provincial Electric Power in stock Market will be officially put into operation from now on.

policy interpretation]Under the conditions of the new power system, the state is determined to promote the development of the power in stock market and regulate the power system by market means. In practice, the provinces have made a lot of specific rules according to the provincial situation. First in the country.8Among the pilot provinces of the power in stock market, Shanxi Province and Shandong Province are the best provinces in China at present. The reason is that the northern provinces are rich in new energy resources, lack of hydropower regulation resources, limited thermal power regulation in winter heating season, and more need to use the power market price lever to adjust. The large price gap formed in the electricity in stock market also reflects the characteristics of the northern provinces. The southern provinces are rich in regulation resources, the price difference of the power in stock market is small, the construction of the power market lags behind the northern provinces, and the role of the power market in regulation is not as large as that of the northern provinces.

    (V) National Data Bureau Releases First in Data Element Field"multiplier effectA three-year action plan.

policy information] 2023Year12Month15On the same day, the National Data Bureau announced the "Data Elements X" three-year action plan.(2024-2026Year)(Draft for comments)", the total content23Article, on the "data elements x"12make principled arrangements in all areas,12The fields involve intelligent manufacturing, intelligent agriculture, trade circulation, transportation, financial services, scientific and technological innovation, cultural tourism, medical and health, emergency management, meteorological services, smart city, green and low carbon, etc.

policy interpretation]The "Draft for Comment" pointed out: In recent years, the country's digital economy has developed rapidly, the digital infrastructure is leading the world, and the digital technology and industrial system are improving day by day. However, there are also problems such as insufficient release of scenes, insufficient data supply, and poor circulation mechanisms. To this end, through the implementation of the "data elements x" action, give full play to the advantages of the country's massive data scale and rich application scenarios, promote the multiplier effect of data in different scenarios, and promote the transformation of data-based resource advantages into new advantages for economic development.Issued by the National Energy Administration of (I)1-11National power industry statistics for the month.

dynamic information]12Month20The National Energy Administration released1-11National power industry statistics for the month. As11At the end of the month, the country's cumulative installed power generation capacity was approximately28.5Billion kilowatts, year-on-year growth13.6%.1-11In January, the cumulative average utilization of power generation equipment nationwide3282hours, less than the same period last year94Hours.Completion of investment in power projects of major power generation enterprises in China7713Billion yuan, year-on-year growth39.6%.

    （2） 2023Carbon Peak Carbon Neutrality Innovation Creation Conference was held in Boao, Hainan.

dynamic information] 12Month4day,2023Carbon Peak Carbon Neutrality Innovation Creation Conference was held in Boao, Hainan. With the theme of "gathering strength to lead green change through 'double carbon' practice", guests from various fields of industry, university and research shared their experiences and exchanged enlightenments, contributing wisdom and strength to promoting the construction of ecological civilization and achieving the goal of carbon neutrality.

The meeting pointed out: climate change is the human society through innovation to break the constraints of limited carbon emission space on development, the innovation process will not be smooth sailing, the most important contradiction is the contradiction between emission reduction and growth, the conflict relationship into a related collaborative and win-win relationship, for this reason, China's energy and economy should and must take a "incremental priority, replace the old with the new, encourage innovation, market-driven" transformation path. After the speed of replacing the original industry with green and low-carbon new industries is accelerated, it will be beneficial for enterprises to enhance R & D capabilities, expand scale, reduce costs, and enhance technological advantages, cost advantages, and market scale advantages.

information interpretation]Article 14 of the Paris Agreement requires parties to periodically take stock of the implementation of the Agreement to assess progress towards the long-term goal (I. e., a "global stocktake").2023Year was the first official global stocktaking and has since been conducted every five years. The results of the stocktaking should serve as the basis and basis for each country to boost its climate ambitions and nationally determined contributions and to carry out international cooperation. The orientation of the inventory is to continuously move towards zero carbon, which also promotes the global process. In terms of the time course of the global inventory, there is a clear gap between the time course of fossil energy emissions and the global inventory process. China's advantage lies in the capacity, output and market competitiveness of zero-carbon renewable energy. Therefore, the global inventory must focus on zero-carbon transformation. At the same time, China should fully explore its own advantages in zero-carbon transformation, move independently, reconstruct its discourse, strengthen long-term strategic positioning, and promote the global common realization of zero-carbon development.

Notice of the General Office of the People's Government of the Inner Mongolia Autonomous Region (III) on Several Measures to Promote the Abatement of New Energy.

dynamic information]12Month11On the same day, the General Office of the people's Government of Inner Mongolia Autonomous region issued a notice on several measures to promote the consumption of new energy, including "steadily improving the consumption level of new energy for self-use", "effectively expanding the scale of new energy delivery", "improving the regulation capacity of the power system", "improving the price of new energy and market trading policies" and so on.The Notice providesThe implementation of incremental distribution network to eliminate new energy pilot, enhance the regional new energy consumption capacity. We will vigorously promote the planning and construction of incremental distribution networks, encourage power grid enterprises to establish long-term strategic cooperative relations with regional state-owned energy investment enterprises, and jointly build incremental distribution networks. Formulate detailed rules for the implementation of new energy consumption in incremental distribution networks, explore relevant mechanisms for increasing the proportion of new energy consumption in incremental distribution networks, and improve new energy operation management and market trading policies in incremental distribution networks.《Notice pointed out that the promotion of new energy hydrogen production and downstream industrial chain extension, give full play to new energymarginal benefitRapid growth of the hydrogen production industry. Science predicts the future3-5In the region's new energy utilization level and change trend, study and formulate policies and measures to use hydrogen production facilities and supporting energy storage and consumption of scenery electricity.”.

information interpretation]Inner Mongolia is rich in scenery resources and the installed scale of new energy is huge, but the problem of consumption has been plagued by Inner Mongolia power system. This "Notice" proposes to solve this problem through three major means: delivery, improvement of power system regulation capacity, and establishment of market-oriented mechanism. Shandong Province in the 14th Five-Year Electric Power Planning also proposed a similar solution, and carried out three years of practice, and achieved good results. The new energy storage and power in stock market mechanism is leading the country, forming a demonstration effect in the country.

The world's first hydrogen-powered tug went into operation in Belgium in (IV).

dynamic information] 2023Year11Month12The first hydrogen-powered tugboat was put into operation in the port of Antwerp-Bruges, Belgium. The ship is powered by an internal combustion engine that burns hydrogen in combination with traditional fuels, and its dual-fuel medium-speed engine reaches the EUVClass emission standards, the overall cycle of tugboat operation is reduced overall.65%traditional fuel consumption and associated emissions. According to reports, the tugboat was installed on the deck.6Storage device, can store415kilograms of compressed hydrogen.

    (V) Dongguan:Strive to build5More than hydrogen energy related key laboratories, engineering research centers, enterprise technology centers and other innovative carriers.

dynamic information]12Month12On the 15th, the Dongguan Municipal Development and Reform Bureau of Guangdong Province issued the "Dongguan Hydrogen Energy Industry Development Action Plan (2023-2025Year) "proposed,2025Dongguan will strive to build5More than hydrogen energy-related key laboratories, engineering research centers, enterprise technology centers and other innovative carriers, to further guide the hydrogen energy high-end elements of the gathering, to create a hydrogen energy industry innovation and development of a good ecology.

    (VI) Jiangsu:Carry out research on cutting-edge scientific and technological issues such as efficient and low-cost large-scale green hydrogen production and storage and transportation.

dynamic information]12Month4On the same day, the General Office of the People's Government of Jiangsu Province issued the "Action Plan for Strengthening Basic Research in Jiangsu Province", which pointed out that the development of efficient and low-cost large-scale green hydrogen production and storage and transportation, perovskite/Research on cutting-edge scientific and technological issues such as laminated photovoltaics, hydrovolt energy conversion, high energy density energy storage, high security, low-cost long-life energy storage, zero-carbon emission energy systems, etc., to achieve deep digitalization and intelligence of energy systems.

    (VII) Ministry of Industry and Information Technology:19One2023The annual list of typical application scenarios and cases of industrial green microgrids is announced.

dynamic information]12Month14Day, the Ministry of Industry and Information Technology announced2023Annual list of typical application scenarios and cases of industrial green microgrids. The list includes the green microgrid of Beijing Yizhuang Carbon Neutralization and Wisdom Park of Goldwind Technology Co., Ltd., the green microgrid of Zero Carbon Industrial Park of Erdos Mengsu Economic Development Zone in Inner Mongolia, and the smart green microgrid of Tearo Circular Economy Industrial Park of Weisheng Energy Technology Co., Ltd.19cases were selected.