Review of the week’s headlines in the general machinery industry: National Development and Reform Commission promotes recycling of used equipment

　PART 01 Policy

　1. National Development and Reform Commission: Promote the recycling of waste equipment and guide the expansion of finance Strength of support

It was learned on February 14 that the National Development and Reform Commission recently issued the "Notice on Standardizing the Recycling of Waste Equipment in Important Projects to Promote Effective Investment", deploying Accelerate the construction of a waste recycling system, promote the full use of waste equipment resources, and do a good job in the recycling of waste equipment in fund and loan projects.

Recently, with the implementation of a package of policies to stabilize the economy and subsequent policies, policy-based development financial instruments have been contracted to launch projects (hereinafter referred to as "fund projects") and to expand the medium and long-term manufacturing industry. Projects that have been signed for loans and special re-loans with fiscal discounts for equipment renewal and renovation (hereinafter referred to as "loan projects") have started construction one after another. Key equipment has been accelerated iterative upgrades, and used equipment has been accelerated to be decommissioned and phased out. The National Development and Reform Commission stated that waste equipment contains rich metal resources and is a huge "urban mineral". It is of great significance to recycle waste equipment.

2. The State-owned Assets Supervision and Administration Commission of the State Council clarified the overall requirements for the investment work of central enterprises in 2023

Recently, the State-owned Assets Supervision and Administration Commission of the State Council issued the "About "Notice on matters related to the further expansion of effective investment in the investment management of central enterprises in 2023", clarifies the overall requirements for investment work in 2023, requires enterprises to adhere to the general tone of seeking progress while maintaining stability, completely, accurately and comprehensively implement the new development concept, and focus on advancement For high-quality development, we will further focus on the main responsibilities and main businesses, develop the real economy, focus on stabilizing investment, effectively prevent and resolve investment risks, achieve effective improvement in investment quality and reasonable growth in quantity, and help the overall improvement of economic operations.

3. "Guangdong Province Carbon Peak Implementation Plan" was issued

On February 7, the Guangdong Provincial Government issued The "Implementation Plan for Carbon Peaking in Guangdong Province" proposes to resolutely integrate carbon peaking into all aspects and the entire process of economic and social development, address key areas and key links of carbon emissions, and focus on implementing the "Fifteen Major Actions for Carbon Peaking".

The "Implementation Plan" mentioned that it is necessary to deeply adjust and optimize the industrial structure, resolutely curb the blind development of high-energy-consuming, high-emission and low-level projects, vigorously develop green and low-carbon industries, and accelerate the formation of new driving forces for the green economy and sustainable growth poles. . By 2025, the added value of high-tech manufacturing will account for 33% of the added value of industries above designated size. In terms of the cluster development of green and low-carbon industries, we will rely on the Pearl River Delta region to build an energy-saving and environmental protection technology and equipment research and development base, rely on the eastern, western and northern Guangdong regions to build a demonstration base for comprehensive utilization of resources, and cultivate a number of green benchmark parks and enterprises. Accelerate the development of advanced nuclear energy, offshore wind power equipment and other advantageous industries, and create coastal new energy industry belts and new energy industry clusters. Formulate development plans for hydrogen energy, energy storage, smart energy and other industries to create a hydrogen energy industry highland in the Greater Bay Area.

　4. Henan Province Carbon Peak Implementation Plan was issued

On February 6, it was learned from the Henan Provincial Government that The Henan Provincial Party Committee and Provincial Government issued the "Henan Province Carbon Peak Implementation Plan" to deploy this work.

According to the "Plan", Henan Province will implement green and low-carbon transformation actions in energy, carbon peaking actions in the industrial sector, green and low-carbon development actions in urban and rural construction, green and low-carbon development actions in transportation, The ten major actions include the action to save energy, reduce carbon and increase efficiency, the action to improve carbon sequestration capabilities, the action to reduce carbon science and technology innovation, the action to attract green and low-carbon investment, the action to recruit green and low-carbon talents, and the action to attract green and low-carbon people.

5. Hebei has introduced a plan to promote the carbon peak in urban and rural construction in an orderly manner

Recently, "Hebei Province Urban and Rural Construction The "Implementation Plan for Carbon Peaking in the Sector" has been formulated and introduced to improve the policy system and market mechanism, strengthen technical standard support, comprehensively improve the quality of green development of urban and rural construction, and promote carbon peaking in the urban and rural construction sector in a steady and orderly manner.

The "Plan" proposes to optimize the urban layout structure, carry out the construction of green and low-carbon communities and residences, improve the green and low-carbon level of buildings, improve the efficiency of infrastructure operation, and optimize the energy structure of buildings.

　PART 02 Market Chapter

　1. The world’s largest green hydrogen coupled coal chemical project has started construction

On February 16, Sinopec held launching ceremonies in Beijing, Hohhot, and Ordos to announce Sinopec’s first green hydrogen demonstration project in Inner Mongolia—Inner Mongolia Ordos.Erdos City’s scenery-solar integrated green hydrogen demonstration project has officially started construction. The project utilizes the rich solar and wind energy resources in the Ordos region to generate electricity to directly produce green hydrogen, producing 30,000 tons of green hydrogen and 240,000 tons of green oxygen annually, which will be used nearby to reduce carbon emissions in the Zhongtian Hechuang Ordos coal deep processing demonstration project. This project further expands the green hydrogen production capacity in my country and even the world. It is currently the world's largest green hydrogen coupled coal chemical project. It will effectively promote the development of the green hydrogen industry chain and promote the transformation and upgrading of my country's energy industry.

This project is another green hydrogen demonstration project constructed by Sinopec since the construction of the Xinjiang Kuqa green hydrogen demonstration project was launched in 2021. It is also Sinopec’s first green hydrogen in Inner Mongolia. Chemical projects. The project is implemented by Sinopec Xinxing Company. It mainly includes five parts: wind energy and photovoltaic power generation, power transmission and transformation, electrolysis of water for hydrogen production, hydrogen storage, and hydrogen transmission. The installed wind power generation capacity and the photovoltaic power generation installed capacity are respectively 450 MW and 270 MW. It has a megawatt, water electrolysis hydrogen production capacity of 30,000 tons/year, and a hydrogen storage capacity of 288,000 standard cubic meters.

2. my country’s first cross-prefecture-level nuclear energy heating long-distance pipeline network project started

February 14 On the same day, at the centralized opening ceremony of key projects in Yantai City, the long-distance nuclear energy heat transmission pipeline network project from Yantai Haiyang to Weihai Rushan was launched. This is the supporting heat transmission pipeline network for the "Warm Core No. 1" Phase III 900MW nuclear energy heating project. It marks the official start of my country's first cross-prefecture-level nuclear energy long-distance heat supply pipeline network project, which will realize cross-regional interoperability and sharing of zero-carbon heat sources. It is of great significance for promoting the coordinated development of the dual-carbon economy in the Yanwei region and the integrated development of the Jiaodong Economic Circle. important meaning.

The Haiyang to Rushan supporting long-distance pipeline network project started this time is mainly related to related facilities in Haiyang City, with a total investment of about 700 million yuan, including 23 long-distance heat supply main lines kilometers, with a designed heating capacity of 13 million square meters. At the same time, a heat source distribution center will be built, using a smart dispatching and control platform for parameter monitoring, data analysis and intelligent management and control, and timely temperature control according to weather changes to achieve smart heating, scientific heating and stable heating.

3. my country’s first methanol hydrogen production and hydrogenation integrated station was put into operation

On February 15, from China The Petrochemical Information Office was informed that my country’s first methanol hydrogen production and hydrogenation integrated station was put into operation. The station was upgraded from the “five-in-one” comprehensive energy refueling station of Dalian Shenggang Oil, Gas, Hydrogen and Electric Services of Sinopec Fuel Oil Company and can produce output every day. 1000kg of 99.999% high purity hydrogen.

This project adopts Sinopec’s independentThe distributed methanol hydrogen production system developed by the company includes a number of independent innovations such as methanol reforming, catalytic oxidation, process intensification, and system integration. The system's hydrogen production efficiency, automation, and intelligence levels have reached the leading level in the country. At the same time, the system has excellent environmental performance, with no solid waste impact, no waste water discharge, and no tail gas pollution during the production process. On the premise of meeting the safety and operation control requirements in the hydrogenation station, compared with similar domestic operating devices, it consumes less energy and methanol.

4. Luoyang Petrochemical’s million-ton ethylene project “takes a step forward”

On February 3, “China The Environmental Impact Report of the Million-Ton Ethylene Project of Luoyang Branch of Petrochemical Co., Ltd. passed the expert technical review organized by the Henan Ecological Environment Technology Center.

It is reported that Luoyang Petrochemical’s million-ton ethylene project is located in the Advanced Manufacturing Development Zone of Mengjin District. The project construction investment is 24.6 billion yuan, of which environmental protection investment is about 1.7 billion yuan, accounting for 7.01% of the construction investment. . After the project is completed and put into operation, the annual operating income is expected to be 20 billion yuan.

　5. 2.1 million kilowatts! Construction of Gansu's largest pumped storage power station started

On February 11, at the beginning of 2023, Gansu Province's largest Huanglong pumped storage power station invested and constructed by CNNC Xinhua Power Generation Construction started smoothly! After receiving approval from the Gansu Provincial Development and Reform Commission, the project officially entered the construction and implementation stage.

This project is a key implementation project of the "National Pumped Storage Medium and Long-term Development Plan (2021-2035)" and the "14th Five-Year Plan" Energy Development Plan of Gansu Province 》A mid- to long-term construction project, it is also the largest pumped storage power station currently under construction in Gansu Province, with a total designed installed capacity of 2.1 million kilowatts, a designed annual power generation of 2.35 billion kilowatt hours, and an annual pumped hydropower of 3.133 billion kilowatt hours.

　6. 1.2 million kilowatts! The Hunan Dongkou Changtan pumped storage project investment and construction agreement was signed

On February 8, at the opening and signing ceremony of the Dongkou County Equipment Manufacturing Industrial Park in Shaoyang City, Hunan Province, China Energy Construction Gezhouba Group signed an investment and construction cooperation agreement for the Changtan Pumped Storage Power Station project with Dongkou County, Shaoyang City, Hunan Province.

It is reported that the Dongkou Changtan pumped hydro energy storage project has an installed capacity of 1.2 million kilowatts and a designed annual power generation of 1.8 billion kilowatt hours.The project will be led by China Energy Construction Gezhouba Group and jointly invested and constructed by China Railway Fourth Survey and Design Institute Group Co., Ltd.

　PART 03 International

　1. International Energy Agency: Global electricity in the next three years Demand will accelerate growth

The "2023 Electricity Market Report" released by the International Energy Agency on February 8 said that the growth of global electricity demand will accelerate from 2023 to 2025. An average of 3%, with growth mainly coming from Asia. Renewable energy will dominate global electricity supply growth, meeting most of the increase in electricity demand together with nuclear energy.

The International Energy Agency predicts that the proportion of renewable energy in the global power generation mix will increase from 29% in 2022 to 35% in 2025, and the proportion of coal-fired and gas-fired power generation will decrease. In the coming years, the carbon intensity of global power generation will continue to decline.

　2. The EU opens the door to nuclear energy for hydrogen production

Recently, the European Commission announced a rule to allow nuclear energy to be produced. Part of the hydrogen produced in the system counts towards EU renewable energy targets, marking a victory for France. Hydrogen is at the heart of Europe's plan to decarbonize heavy industry, and the rules are designed to incentivize investors and industry to switch from hydrogen produced from fossil fuels to hydrogen produced from renewable electricity.

　(Excerpt)

Original title: General Machinery Industry Weekly News Review (February 13-19, 2023)