Deloitte China recently released the "2017 clean energy industry report", which discusses the development trend of China's clean energy industry in detail, and analyzes the opportunities and challenges faced by the sub industries of solar energy, wind energy, new energy vehicles, solid waste treatment, water treatment and new technologies of energy conservation and environmental protection.
The 13th five year plan has formulated a number of indicators for China's energy structure adjustment plan in 2020: the proportion of non fossil energy consumption will increase to more than 15%, the proportion of natural gas consumption will strive to reach 10%, the proportion of coal consumption will be reduced to less than 58%, and the proportion of coal used for power generation will increase to more than 55%. This means that clean energy will play a more important role in the future.
Zhou Jinchang, managing partner of Deloitte in China's science and technology, media and telecommunications industry, said: "from the data, China's total investment in clean energy has always been higher in the world, from less than 10 trillion US dollars in 2005 to more than 100 trillion US dollars in 2015. The installed capacity and output of all kinds of clean energy also ranked first in the world. Compared with the traditional energy industry, the clean energy industry has higher requirements for R & D and investment, higher cost and weaker profitability.
However, due to the greater impact of policies and subsidies on China's clean energy industry, the participation of state-owned capital is higher. However, with the development of the industry and the encouragement of policies in recent years. We can see that the clean energy industry will pay more attention to the law of market independent development, give full play to the role of price regulation, and develop a more sound energy financial system. "
At the same time, multi energy complementarity is also one of the main features of clean energy development in the future. The energy complementary system is not only conducive to the development of clean energy, but also helps to reduce the degree of high pollution and high energy consumption such as thermal power. It can be said that it can do more with one stone.
As of 2015, renewable energy accounted for a certain proportion of global power generation, including hydropower, wind energy, biomass energy, solar photovoltaic, solar thermal power generation, geothermal energy and marine energy. In the future, these kinds of renewable energy will combine with non renewable energy to create a cleaner and more efficient energy complementary power generation system.
According to the data in 2016, although China's renewable energy power generation has far exceeded the second and third ranked United States and Germany, hydropower accounts for more than half of renewable energy power generation. However, the practice in recent years shows that hydropower may have a certain negative impact on the ecological environment of local waters.
Therefore, China will focus on the development of solar photovoltaic and wind power generation in the future. Yu Yang, a leading partner of Deloitte in China's clean technology industry, said: "although China's wind and photovoltaic development level is at the forefront of the world, the problem of abandoning light and wind is still serious. Therefore, in the future, the country will pay more attention to system optimization, innovate development mode, and actively build smart energy system.
It not only takes improving the peak shaving capacity of the system as a major measure to supplement the short board of power development, but also speeds up the construction of high-quality peak shaving power supply, actively develops energy storage, changes the dispatching operation mode, and speeds up the breakthrough of grid balance and adaptive operation control technology, so as to significantly improve the peak shaving and renewable energy consumption capacity of the power system. "
In addition, with the encouragement of the policy, the photovoltaic industry will develop in coordination with the traditional industry, and play an important role in the development of poverty alleviation projects, such as "complementary agriculture and light", "complementary fishery and light" and other cooperation modes, which have achieved remarkable results.
Deloitte predicts that in the 13th Five Year Plan period, the contribution of solar energy industry to China's economic output value will exceed trillion yuan, providing about 7 million jobs. What's more, solar energy industry is likely to bring more innovative investment and financing modes to China. Yu Yang said: "in the future, the better economic benefits of photovoltaic industry will attract more social capital for investment, and more photovoltaic industry will also bring multiple benefits to the society and form a virtuous circle."
Zhou Jinchang concluded: "green and low-carbon energy development is still the main target of government encouragement, and the clean energy industry has always been supported by policies. The government still takes the development of clean and low-carbon energy as the main direction of energy structure adjustment, gradually reduce the proportion of coal consumption, increase the proportion of natural gas and non fossil energy consumption, substantially reduce the intensity of carbon dioxide emissions and pollutant emissions, optimize the layout and structure of energy production, and promote the construction of ecological civilization. "