On February 13, the National Energy Administration held a regular press conference in Beijing to announce the development of renewable energy in 2022, introduce the progress of improving the green power certificate system of renewable energy, the installed capacity of new energy storage in China and the trading scale of the national electricity market, and answer questions from reporters. It was mentioned
at the meeting that in 2022, the newly installed capacity of wind power and photovoltaic power generation in China will exceed 120 million kilowatts, reaching 125 million kilowatts, breaking through 100 million kilowatts for three consecutive years, reaching a new record high. In the whole year, the installed capacity of renewable energy increased by 152 million kilowatts, accounting for 76.2% of the newly installed capacity of power generation in China, and has become the main body of the newly installed capacity of power in China.
In addition, new models and new formats such as photovoltaic sand control, "agriculture + photovoltaic" and renewable energy hydrogen production are constantly emerging, and distributed development has become the main mode of wind power and photovoltaic development. In 2022, distributed photovoltaic installed capacity increased by 51.11 million kilowatts, accounting for more than 58% of the new photovoltaic installed capacity in that year.
With the increasingly urgent task of "3060" double carbon, in recent years, China's cement industry has been accelerating the exploration of green low-carbon circular economy production mode, through the layout of photovoltaic projects to promote the green development of the industry. At present, the use of distributed photovoltaic power generation in cement plants is in a rapid development stage, and more and more cement enterprises begin to enter the market.
For example, Conch Cement will vigorously develop the new energy industry while expanding the cement industry chain, promoting the industry to reduce carbon and increase green. In 2022, Conch Cement completed 69 photovoltaic projects, with an additional installed capacity of 272.3MW. Energy storage pilot projects were completed and put into operation, and the industry's first "zero power purchase" and "all green power" cement plant was built. The preliminary work of photovoltaic glass and wind power projects was carried out in an orderly manner, and a number of new industrial clusters were rapidly formed.
Shangfeng Cement is also deeply cultivating the main cement industry, focusing on environmental protection business, optimizing and extending the industrial chain, and vigorously developing the new energy sector of optical storage. Shangfeng Cement said that it would flexibly adjust its expansion speed and development rhythm, shift its focus to the optimization and extension of the industrial chain, increase the proportion of some high-margin products, and intensify efforts to develop the new energy sector of optical storage.
Tapai Group has replied on the interactive platform for investors that the company actively promotes the construction of photovoltaic power generation projects and cement kiln co-disposal solid waste projects around the national double-carbon target and in combination with the actual situation of the cement industry and the company. In order to expand the construction scale of photovoltaic power generation projects, the company will carry out the feasibility study on the construction of distributed photovoltaic by reinforcing the steel structure shed in the plant area and the construction of centralized photovoltaic by leasing sites. The power generation will be calculated on the basis of the actual construction scale at that time.
In addition, Tianshan said it planned to invest in 19 photovoltaic and wind power green energy projects in 2022; Hongshi Cement said it would strive for 12 grid-connected power generation projects by the end of 2022; Photovoltaic projects of 7 subsidiaries of Jidong Cement (with a total installed capacity of 74 MW) have been filed by the government and preliminary work is being done.
Generally speaking, the adoption of economic, stable and clean photovoltaic power generation has become an important option in the decarbonization process of cement industry, providing a new development model for cement enterprises to increase income and reduce expenditure, save energy and reduce carbon. In 2023, it is believed that cement enterprises will bring more surprises in the development of distributed photovoltaic power generation and the promotion of energy transformation in the industry.
On March 15-16, China Cement Network will hold the "2023 China Cement Industry Summit and Award Ceremony" in Hangzhou. At that time, colleagues in the national cement and related industries will gather together to discuss the future development ideas of the cement industry under the new environment. Please pay attention.
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