Notice of Carbon-Neutral Plan 2030

Recently, the State Council issued the "Notice of the State Council on Printing and Distributing the Carbon Peak Action Plan by 2030." The goal is to reach about 20% of non-fossil energy consumption by 2025, reduce energy consumption per unit of GDP by 13.5% from 2020, and reduce carbon dioxide emissions per unit of GDP by 18% from 2020, laying a foundation for achieving carbon peaks Solid foundation. By 2030, the proportion of non-fossil energy consumption will reach about 25%, and the carbon dioxide emissions per unit of GDP will be reduced by more than 65% compared with 2005, and the goal of peaking carbon before 2030 will be successfully achieved.

As a general-purpose mechanical equipment with a wide range of applications, high energy consumption, and a large number of related industries, compressors are not only directly named and regulated in the "Plan", but also due to changes in the development trend of many application industries, there will be both positive and negative influences. . Below, we will briefly analyze the impact of compressor key application areas, new markets and new technology prospects on the compressor industry for industry reference.

 (1) Energy green and low-carbon transition actions.

  1. Promote the substitution, transformation and upgrading of coal consumption. Accelerate the pace of coal reduction, strictly and rationally control the growth of coal consumption during the "14th Five-Year Plan" period, and gradually reduce it during the "15th Five-Year Plan" period. Strictly control new coal-fired power projects, the coal consumption standards of newly-built units have reached the international advanced level, orderly eliminate outdated coal power production capacity, accelerate the energy-saving upgrade and flexible transformation of active units, actively promote heating reforms, and promote coal-fired power to the basic security and system Regulative power supply is equally important for transformation. Promote the reduction of coal in key coal-using industries. (Impact analysis: The demand for air compressors in the coal industry chain continues to decline, including coal mining, coal processing, and thermal power plants. Medium-sized air compressors are the main ones. From the perspective of my country's energy development situation, the coal power industry will Completely become a stock market.)

  2. Vigorously develop new energy. Develop biomass power generation, biomass clean heating and bio-natural gas in accordance with local conditions. (Impact analysis: Among the new energy, biomass power generation and bio-natural gas have a greater demand for compressors, which is a relatively new application market. In the biomass power generation process, compressors are mainly used for material transportation and ash removal; in terms of bio-natural gas, Compressors are mainly used in biological fermentation and natural gas gathering and transportation. There are classifications such as biogas compressors.)

  3. Develop hydropower according to local conditions. Actively promote the construction of hydropower bases, promote the start of construction of hydropower projects in the upper reaches of the Jinsha River, the upper reaches of the Lancang River, the middle reaches of the Yalong River, and the upper reaches of the Yellow River that have been included in the plan and meet the requirements of ecological protection. Promote the synergy and complementarity of hydropower, wind power, and solar power generation in the Southwest. During the "14th Five-Year Plan" and "15th Five-Year Plan" period, the newly added hydropower installed capacity was about 40 million kilowatts, and the hydropower-based renewable energy system was basically established in the southwest. (Impact analysis: The development of small hydropower has two requirements for air compressors: one is mobile air compressors and fixed air compressors in engineering construction projects; the other is air compressors for instrument valves in hydropower station operations.)

  4. Actively develop nuclear power in a safe and orderly manner.

 5. Reasonably regulate oil and gas consumption. Keep oil consumption in a reasonable range, gradually adjust the scale of gasoline consumption, vigorously promote the replacement of traditional fuels such as advanced bio-liquid fuels and sustainable aviation fuels, and improve the energy efficiency of terminal fuel products. Accelerate the large-scale development of unconventional oil and gas resources such as shale gas, coalbed methane, and tight oil (gas). Guide natural gas consumption in an orderly manner, optimize the utilization structure, give priority to the protection of residential gas, vigorously promote the integrated development of natural gas and multiple energy sources, build natural gas peak-shaving power stations based on local conditions, and rationally guide the use of industrial gas and chemical raw material gas. Support vehicles and ships to use liquefied natural gas as fuel. (Impact analysis: mainly due to the increase in demand for natural gas compressors, coal-bed methane compressors, shale gas compressors, etc., including natural gas injection and production, gathering and transportation, gas filling, etc., which correspond to special-purpose compression Machine equipment.)

 6. Speed up the construction of a new power system. Actively develop "new energy + energy storage", the integration of source, network and load storage, and multi-energy complementarity, and support the rational allocation of energy storage systems for distributed new energy. Speed up the demonstration and application of new energy storage. By 2025, the installed capacity of new energy storage will reach more than 30 million kilowatts. (Impact analysis: Compressed gas energy storage capacity represented by compressed air and compressed carbon dioxide will rise accordingly. Based on the current experiments and preliminary commercialization, it will help expand the investment in related compressor technologies and products.)

 (2) Energy-saving, carbon-reduction and efficiency-increasing actions.

  Implement the conservation priority policy, improve the dual control system of energy consumption intensity and total volume, strictly control energy consumption intensity, reasonably control total energy consumption, promote energy consumption revolution, and build an energy-saving society.

  1. Comprehensively improve energy-saving management capabilities. Promote energy budget management, strengthen energy-saving reviews of fixed asset investment projects, conduct comprehensive evaluations of project energy use and carbon emissions, and promote energy-saving and carbon-reduction from the source. Improve the informatization level of energy-saving management, improve the online monitoring system for energy consumption of key energy-consuming units, establish a national and industry-based energy-saving technology promotion service platform, and encourage high-energy-consuming enterprises to establish energy management centers. Improve the energy measurement system and encourage the use of certification methods to improve the level of energy-saving management. Strengthen the construction of energy-saving supervision capacity, improve the provincial, municipal, and county-level energy-saving supervision system, establish a cross-departmental linkage mechanism, and comprehensively use administrative penalties, credit supervision, green electricity prices and other means to strengthen the binding force of energy-saving supervision.

  2. Implement key projects for energy conservation and carbon reduction. Implement park energy-saving and carbon-reduction projects, focus on parks with high concentration of high-energy-consumption and high-emission projects, promote energy system optimization and cascade utilization, and create a group of energy-saving and low-carbon parks that reach the international advanced level. Implement energy-saving and carbon-reduction projects in key industries, and promote energy-saving and carbon-reduction transformations in the electric power, steel, non-ferrous metals, building materials, petrochemical and chemical industries, and improve the efficiency of energy resource utilization. Implement major energy-saving and carbon-reduction technology demonstration projects, and support the industrialized demonstration and application of key green and low-carbon technologies that have achieved breakthroughs.

  3. Promote energy conservation and efficiency enhancement of key energy-using equipment. Focus on equipment such as motors, fans, pumps, compressors, transformers, heat exchangers, and industrial boilers to comprehensively improve energy efficiency standards. Establish an energy efficiency-oriented incentive and restraint mechanism, promote advanced and efficient products and equipment, and accelerate the elimination of backward and inefficient equipment. Strengthen the energy-saving review and daily supervision of key energy-using equipment, strengthen the management of the entire chain of production, operation, sales, use, and scrap, severely crack down on violations of laws and regulations, and ensure that energy efficiency standards and energy-saving requirements are fully implemented.

(Impact: The above three measures influence and interact with each other to drive compressors and related application fields to improve energy efficiency. The corresponding national policies include the annual national industrial energy-saving technology and equipment recommendation and the "energy efficiency star" selection, and the annual industrial energy saving Supervision work, special monitoring of energy efficiency of key energy-using products and equipment, industrial energy-saving diagnostic services, and a catalog of obsolete high-energy-consuming backward electromechanical equipment (products), etc.)

  4. Strengthen the energy saving and carbon reduction of new infrastructure.