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Domestic energy structure will become more green, wind power and photovoltaic usher in growth opportunities

On April 19, the General Department of the National Energy Administration asked for opinions on the "Notice on the Development and Construction of Wind Power and Photovoltaic Power Generation in 2021" (hereinafter referred to as the "Notice"). The target that the proportion of electricity consumption in the whole society is about 16.5%.

The "Notice" stated that it is necessary to implement the goals of carbon peak and carbon neutrality, as well as non-fossil energy to account for about 25% of primary energy consumption by 2030, and the total installed capacity of wind power and solar power to reach 1.2 billion kilowatts or more. Adhere to the goal orientation. Improve the development mechanism, release the space for consumption, optimize the development environment, give play to the leading role of local governments, mobilize the enthusiasm of investment entities, and promote the high-quality development of wind power and photovoltaic power generation.

The "Notice" puts forward specific requirements on the proportion of wind power and photovoltaic power generation. In 2021, the proportion of national wind power and photovoltaic power generation in the total electricity consumption of the whole society will reach about 11%, and it will increase year by year, reaching about 16.5% by 2025.

The "Notice" also requires strengthening the guidance mechanism for the weight of responsibility for the consumption of renewable energy; establishing a diversified guarantee mechanism for grid connection; accelerating the construction of stock projects; steadily promoting the construction of household photovoltaic power generation.

Wind power photovoltaic installed capacity

Will usher in breakthrough growth

This "Notice" clarifies the development direction of the two major clean energy industries, wind power and photovoltaics, in the next five years. From the perspective of the industry, the country once again made it clear that vigorously developing renewable and clean energy such as wind power and photovoltaics is the implementation path to achieve the strategic goal of carbon neutrality.

"The national wind power and photovoltaic power generation accounted for about 11% of the total electricity consumption in the country in 2021" has been mentioned before, and it is reiterated here to show the country's determination to take it as a short-term goal.

Public data shows that in 2020, the cumulative power generation of domestic wind power and photovoltaic power is 727 billion kWh, and the electricity consumption of the whole society is 7511 billion kWh, accounting for 9.68%. Therefore, the proportion of wind power and photovoltaic power generation needs to be increased by about 1.32 percentage points this year.

Power generation companies have always been "big carbon emitters". Data show that the power industry's carbon emissions account for 41% of the total carbon emissions of the energy industry, and the industry's emission reduction situation is quite severe. In addition to vigorously developing clean energy, the country is also actively promoting the implementation of the carbon emissions trading market. It is reported that the first batch of 2,225 companies in the national carbon trading registration system are all key emission units in the power industry.

On March 1, the State Grid issued a "carbon peak and carbon neutral" action plan. The plan shows that by the end of 2020, clean energy installed capacity in the company's operating area is 710 million kilowatts, accounting for 42%, of which wind power and solar power installed capacity is 450 million kilowatts, accounting for 26%, and the total power generation is 587.2 billion kilowatt-hours.

In the next step, the State Grid plans to open up new energy supporting grid projects such as wind power and solar power to build "green channels" to ensure that grid power sources are put into operation simultaneously. By 2030, the total installed capacity of wind power and solar power generation in the company's operating area will reach more than 1 billion kilowatts.

Haitong Securities stated that the general direction of "carbon neutrality" is clear, and the five-year development goal of the superimposed industry has been set. It is expected that during the "14th Five-Year Plan" period, the domestic energy supply structure will undergo substantial adjustments, and the installed capacity of wind power and photovoltaic will usher in breakthroughs. increase.

The performance of 24 concept stocks increased significantly

Among the A-share wind power and photovoltaic industry stocks, 31 stocks have announced or forecast their first quarter results in 2021, of which 24 stocks have achieved a performance increase or a median expected increase of more than 50%.

Article information source-Securities Times

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