The reporter of economic information daily learned from the National Energy Group on November 29 that recently, the national energy group and Qinghai Province signed the "cooperation framework agreement on the construction of zero carbon industry demonstration zone in Qinghai Province". The two sides will actively participate in the construction of integrated zero carbon green energy system of "load storage network source" in the demonstration zone, and develop large-scale hydrogen production and hydrogen energy scenario application. On November 26, China Energy Construction announced that it planned to invest 5 billion yuan to establish a wholly-owned subsidiary, China energy construction Hydrogen Energy Development Co., Ltd., in Daxing District, Beijing. Behind the launch of new energy fields and related projects such as hydrogen energy in various ways is the support of policies and the influx of funds. The reporter learned that the development plans of hydrogen energy and other related industries are expected to be released one after another, and many carbon emission reduction support tools have also begun to be intensively implemented. People in the industry expect that the scale will exceed trillion yuan by the end of next year. Multi party accelerated layout projects launched in batches On November 26, CGN wind power company completed the signing of capital increase and war introduction in Beijing Equity Exchange, introduced 14 strategic investors such as the national social security fund, and raised 30.53 billion yuan. On the previous day, 91 turbines of CGN Shanwei Houhu 500000 kW offshore wind power project were all connected to the grid for power generation. Up to now, the company has put into operation nearly 1 million kw of wind power in Guangdong and 1.15 million kw of projects under construction. Under the goal of "double carbon", green transformation has become the general trend. New energy has become a popular track. Since this year, various beach layout and projects have been launched in batches. "To achieve carbon neutrality, the energy supply and consumption system should be completely transformed, the energy consumption side should be transformed into green and low-carbon, and the energy supply side should be transformed from fossil energy to non fossil energy." Zhou Dadi, executive vice president of China Energy Research Association, pointed out. According to the data of the national energy administration, according to industry statistics, by the end of October 2021, the cumulative installed capacity of renewable energy power generation in China had reached 1.002 billion kw, breaking the 1 billion kw mark, doubling over the end of 2015, accounting for 43.5% of the total installed capacity of power generation in China, an increase of 10.2 percentage points over the end of 2015. According to the reporter of economic information daily, in order to speed up the construction of wind power and photovoltaic power generation bases, the national development and Reform Commission and the national energy administration have summarized and proposed the first batch of large-scale wind power photovoltaic base projects focusing on deserts, Gobi and desert areas, with a scale of about 100 million KW, which are under "one mature and one under construction" Start work in an orderly manner. The layout of hydrogen energy industry chain has also attracted competition from all parties. For example, on the 29th, Jinkai Xinneng announced that in order to realize the company's investment layout in the core industry of hydrogen energy, Guokai New Energy Technology Co., Ltd., a wholly-owned subsidiary of the company, plans to join the partnership fund and invest in Hydrogen Energy Technology Development Co., Ltd. of State Power Investment Group. On the 26th, Sinopec completed the first batch of hydrogenation stations in Hubei, and the central enterprise plans to invest 30 billion yuan to build 1000 hydrogenation stations throughout the country during the 14th Five Year Plan period. Sun Chuanwang, Professor of China energy economy research center of Xiamen University, said that at present, hydrogen energy is in the overlapping stage of breakthrough technological progress to commercial application. It not only has the opportunity of radical outbreak in the gradual process of scientific and technological innovation, but also contains huge market potential in the breadth and depth of industrial scenario promotion. Central and local new energy policies The batch launch of new energy projects is inseparable from the support of policies. On November 26, two articles were published on the official website of the national energy administration to solicit public opinions on further optimizing the development and construction management of photovoltaic power stations. Among them, the administrative measures for the development and construction of photovoltaic power generation (Draft for comments) proposed that the annual development and construction plan of photovoltaic power stations can be divided into guaranteed grid connection scale and market-oriented grid connection scale according to national requirements. The hydrogen energy policy toolbox is also constantly "updated". The 14th five year plan for the development of integrated transport services issued by the Ministry of transport on November 18 proposes to speed up the planning, layout and construction of infrastructure such as charging, replacement and hydrogenation. According to the reporter of economic information daily, the development plan of hydrogen energy industry is expected to be announced in the near future, which will involve scientific and technological innovation, infrastructure construction, pilot demonstration, policy guarantee and so on. Several provinces have issued the "14th five year plan" for the development of new energy, proposing to vigorously develop new and renewable energy. For example, the "high quality development plan for new energy industry in the 14th five year plan" of Jiangxi Province recently issued proposes to strive to exceed 250 billion yuan by 2025, including 100 billion yuan for photovoltaic industry and 130 billion yuan; The lithium battery industry will reach 100 billion yuan and strive to reach 120 billion yuan. Realize large-scale development in other energy storage technology fields and cultivate and develop hydrogen energy industry. Some provinces have also introduced more specific industrial implementation plans. For example, the implementation plan for accelerating the development of hydrogen fuel cell vehicle industry in Zhejiang Province proposes that by 2025, Zhejiang Province will promote the application of nearly 5000 hydrogen fuel cell vehicles in public transportation, ports, intercity logistics and other fields, and plan to build about 50 hydrogen refueling stations. The industrialized application in key areas will achieve remarkable results. Sun Chuanwang suggested that the policy should focus on the pain points and blocking points in the current hydrogen industry supply chain. In addition to supporting basic R & D, guiding industrial funds and expanding demonstration projects, we should also speed up the planning and construction of infrastructure, give full play to the environmental externality advantages of green hydrogen and highlight the economy of hydrogen energy development and utilization, At the application level, further improve the substitution of hydrogen energy for fossil energy. Carbon emission reduction support tools have entered the landing stage With the accelerated implementation of relevant support policies and industries, the influx of funds has also accelerated. The carbon emission reduction support tool created and launched by the central bank in November has rapidly entered the landing stage. The reporter of the economic information daily noted that recently, banks in Shenzhen, Shanxi, Hangzhou and other places disclosed that they had issued loans for relevant carbon emission reduction projects. As the carbon emission reduction support tools adopt the direct mechanism of "loan before loan", the bank said that it would apply for carbon emission reduction support tools level by level according to the provisions of the central bank's carbon emission reduction support tools. On the 26th, under the guidance of Taiyuan Central Branch of the people's Bank of China, Taiyuan branch of Industrial Bank landed the first carbon emission reduction project loan to Shanxi road and Bridge Group transportation Electromechanical Engineering Co., Ltd., with a total loan of 112 million yuan, a term of 20 years, and the first withdrawal of 26 million yuan, which was specially used for the construction of Shanxi Expressway distributed photovoltaic power generation project (phase I project). There were 12 loans for the first batch of carbon emission reduction projects in Shenzhen, with a total amount of 1.054 billion yuan. The reporter learned from the Shenzhen Central Branch of the people's Bank of China that the first batch of loans not only support the construction of solar energy utilization facilities, but also invest in clean energy projects such as the construction of wind power generation facilities and the utilization of waste heat and residual pressure. Wang Yifeng, chief financial analyst of Everbright Securities, said that the first batch of carbon emission reduction support tools are likely to be officially launched within the year. He expects that the funds released by carbon emission reduction support tools will be in the order of 500 billion yuan to 900 billion yuan from 2021 to 2022. The Research Report of the fixed income team of Huatai Securities predicts that the scale of carbon emission reduction support tools will exceed trillion yuan by the end of next year, but the scale is limited in the fourth quarter of this year. Direct financing space for low-carbon transformation in the energy sector has also been further opened. According to the data of Shenzhen Stock Exchange, by the end of October, Shenzhen Stock Exchange had issued 62 green corporate bonds with a total amount of 48.471 billion yuan, and the funds raised were mainly used in green industries such as clean energy, biomass power generation and environmental governance. Guan Xingye, vice chairman of the Shanghai Stock Exchange, also said that at present, a total of 237 green corporate bonds and 290 green asset-backed securities have been issued on the Shanghai Stock Exchange, with an issuance scale of 310 billion yuan. In the future, the Shanghai Stock Exchange will further strengthen the development of green index and encourage asset management institutions to set up products to track green securities index. (outlook new era)