What Is Energy Industry Analysis?

The new energy industry is a series of processes performed by units and enterprises that develop new energy. The new energy industry is mainly derived from the discovery and application of new energy.

1. New energy is classified according to its formation and source:

(1) Energy from solar radiation, such as:

The new energy industry will have the following impacts on the energy structure. One is to promote national energy independence, the other is to diversify future energy sources, and the third is to make energy use more convenient. Contact but each has its own focus, let's talk about these effects in detail below.

The first impact mentioned is the promotion of energy independence for our Republic. Energy independence is an old topic, but we think it cannot be overemphasized. At present, China's society is still developing at a high speed and there is a great demand for energy. How can we achieve independence and self-sufficiency? The problem has been haunting all leaders, and the emergence of new energy may now be an opportunity. The old energy pattern was based on fossil energy, but China's reserves could not meet the needs of society, so we had to seek energy cooperation outwards. If the new energy industry can make a breakthrough, we can reduce our dependence on foreign countries Greatly promote energy independence and ensure national security.

The second impact mentioned is the diversification of future energy sources. In the biological world, ecological diversity is highly emphasized because only that can ensure the vitality of the entire environment. Similar to this, energy use also needs to be diversified. If you rely solely on one or two energy sources, these energy sources will be exhausted in the near future. Just as single organisms cannot survive, the emergence of new energy sources allows people to use different kinds of energy resources, so that the diversification of energy sources is strengthened, and we no longer have to be afraid of the "biomass extinction" of energy.

The third impact mentioned is the more convenient use of energy. In fact, there are many sources of energy available to us. As long as there are suitable methods and equipment, we can use them. How convenient is it to bring energy to our daily lives? What the new energy industry needs to study It is not only a certain type of energy, but also how to obtain energy and how to convert energy more conveniently and quickly. Its development will definitely increase the convenience of our energy use.

The development of the new energy industry will certainly change the current energy structure invisibly, make the national energy more independent, make the energy use wider, and make energy extraction more convenient. We look forward to its continuous development and growth. ^[4]

The new energy industry is an important basis for measuring the level of high-tech development in a country and region. It is also a strategic high ground for a new round of international competition. Developed countries and regions around the world have taken the development of new energy as an important measure to comply with the trend of science and technology and promote industrial structure adjustment. In addition, China has proposed regional specialization and industrial agglomeration.

Adjustments to the Catalog

One of adjustments, adjustments related to the new energy industry.

The new energy industry with high body temperature encounters refrigerant again, and the import of raw materials and technologies for some wind energy and photovoltaic power generation industries is no longer "favored".

The 2009 Catalog of Encouraged Import Technologies and Products (hereinafter referred to as the "Catalogue"), in which "Design and Manufacturing Technology for Wind Power Generation Equipment Above 2 MW" has been deleted from the "Catalogue"; and as the most important raw material for solar photovoltaic power generation components, Polysilicon has also been removed from the Catalog. In this way, it is necessary to focus on strengthening the development guidance of industries including wind power equipment and polysilicon to suppress overcapacity and redundant construction in some industries.

According to market analysts, controlling the production capacity of some overheated new energy sources and improving the ability of enterprises to innovate independently may be the intention of the government to update the Catalogue.

It is reported that the new "Catalogue" will be implemented from the date of publication of the three departments (July 22, 2009). For the technologies, equipment and industries listed in the Catalog, the government will give preferential policies such as import discounts.

No longer encourage 2 MW fans

In this new "Catalogue", CBN reporters saw that the government has removed "manufacturing of wind power equipment above 2 MW" from "key industries that encourage development". As a chain reaction, "design and manufacturing technology for wind power equipment above 2 MW" (hereinafter referred to as "2 MW wind power technology") has also been eliminated from "advanced technologies to encourage the introduction".

This means that large wind turbine industries above 2 MW have been excluded from key industries encouraged by the government.

In this regard, Shi Pengfei, vice chairman of the China Wind Energy Association, is not surprised.

"At present, the major domestic manufacturers already have the ability to produce wind turbines of 2 MW or higher," said Shi Pengfei. "The Catalogue for 2007 was formulated on the basis of 2006. At that time, domestic wind turbine manufacturers could only Manufacture of 1.5 MW units, but wind power development has been very fast in the past two years, and even the situation of overcapacity has now appeared. It would be out of date for the country to still encourage imports. "

Regarding whether the deletion of this production technology from the Catalogue will affect the sales of foreign-funded enterprises in China, Shi Pengfei believes that at present, domestic wind turbine manufacturers already have large-scale wind turbine manufacturing capabilities, and the impact will not be significant. At the level of wind turbine sales, as long as The market decisions of foreign-funded enterprises are appropriate, and they will not have a big impact on them.

A senior executive of a company in Zhejiang said that the company is currently working with foreign partners to develop 2.5 to 3 MW technology. "From the perspective of development, the state will encourage fan technology with installed capacity of 2.5 MW and above. Large fans and small fans have the same footprint, but large fans are more efficient."

Polysilicon excess capacity

Regarding the practice of removing "polysilicon" from the catalog of "resource products and raw materials" that encourages imports, experts analyze that, on the one hand, China's downstream polysilicon battery and battery module manufacturing capacity is already excessive, and so many overseas polysilicon raw materials are not needed; In addition, China has basically mastered the manufacturing technology of polysilicon. "Since we have the ability to manufacture it ourselves, we need to further strengthen independent research and development."

But experts also said that some polysilicon technologies such as hydrogenation and reduction technologies still have a certain gap with foreign countries.

However, the high fever of the polysilicon industry is obviously an important reason why polysilicon imports are no longer encouraged during the adjustment of the Catalog.

Statistics show that as of the first half of 2009, nearly 50 companies in more than 20 provinces including Sichuan, Henan, Jiangsu, and Yunnan were constructing, expanding, and preparing to build polysilicon production lines, with a total construction scale of more than 170,000 tons and a total investment of more than 100 billion yuan. . If all these capacities are realized, it is equivalent to more than twice the annual global demand for polysilicon.

However, the reporter also noticed that in the "Key Industries Encouraging Development" sub-category, the polysilicon manufacturing industry was not completely deleted, but instead changed from encouraging "6 inch and above monocrystalline silicon, polysilicon and silicon wafer manufacturing" to encourage "Manufacture of 8-inch and above single crystal silicon, polysilicon, and silicon wafers."

Experts believe that because there is no such name as "6-inch, 8-inch" for solar polysilicon, this change is estimated to be for semiconductor products. "Compared with 6-inch, 8-inch silicon can cut more silicon wafers. Conducive to improving the utilization of silicon. " ^[6]