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On July 16, the national carbon emission market was launched, and the first batch of 2,225 power generation companies were included in the Pinay escort, with exposure to carbon emissions exceeding 4 billion tons, and Sugar baby accounted for more than 40% of my country’s annual carbon emissions. Today, in my country’s developed structures, pyroelectric accounts for the absolute proportion, with machine capacity accounting for more than 55%, and annual power generation accounting for more than 75%. In the rest, although the proportion of electric generation situations such as wind, photovoltaics and hydroelectric is not large, the development rate is faster. In the short term, in the early stages of the carbon buying and selling market, due to the relatively loose distribution of carbon allocation, carbon prices have a practical impact on the capital of power generation companies. In the medium and long term, power generation companies cannot ignore the impact of the carbon buying and selling market on corporate capital and revenue.
The power industry plays the main color in my country’s carbon market
The proportion of firepower power generation in my country is relatively high
From the total number of installed machines, as of June 2021, the total capacity of installed machines of our power development enterprises reached 2.257 billion kilowatts. Among them, the proportion of engine capacity of radial, hydroelectric, wind, solar and nuclear power is 56.40%, 16.68%, 11.76%, 12.88% and 2Escort.28%, and the capacity of radial power generators accounts for the remaining water.
At the same time, in terms of power generation, the total power generation of power generation by my country’s power generation enterprises in 2020 was 77,800 degrees. Among them, the proportion of the emissions of radial, hydroelectric, wind, solar and nuclear power are 71.07%, 18.07%, 4.65%, 1.61% and 4.60%. The wind, light, and hydroelectricity are not affected by seasonality and other reasons. In comparison, the stability of the firepower generator is better, and its specific gravity of the generator is higher than that of the engine.
Rail power generation carbon dioxide emissions account for more than 50% of the total emissions in the country
Rail power generation is an important method of electricity generation in my country. The emissions of carbon dioxide in the electricity generation environment are mainly derived from the combustion of fossil fuels such as coal. The electricity consumption per kilogram of coal consumes about 0.34 kg of standard coal. Calculated at 70% of the carbon content in the coal, it produces about 0.87 kg of carbon dioxide. Calculated at 2020, the national pyroelectric power generation is Sugar baby5330 billion degrees, producing href=”https://philippines-sugar.net/”>Escort manilaThe carbon is about 4.65 billion tons, and the actual statistical data is 5.12 billion tons, accounting for 51.76% of my country’s total carbon dioxide emissions in 2020 (as shown in Figure 1).
Figure 1 is the CO2 emissions of the pyroelectric industry
Flow, light, and hydroelectric projects are important sources of CCER
National certification voluntarily reduces displacement, simply called CCER, refers to the voluntary reduction of emissions in the temperature room gas system according to the According to the provisions of the Selling Governance Act, the temperature gases registered in the National Development and Reform Commission and voluntarily reduce their displacements after the enterprise obtains CCER, it can enter the carbon allocation market for purchases or apply during the performance period to complete the required proportion of allocation clearance. . Today, CCERs can be purchased and sold in seven trial markets across the country. According to the purchase and sale rules, emission companies can use CCER to offset the carbon emission allocation of 5%-10% each year.
As of October 2020, the National Development and Reform Commission announced The CCER reviewed projects are 2856, the number of preparations is 1047, and the number of preparations has been obtained is 287, and the total number of carbon dioxide reduction is 52.94 million. Judging from the approved CCER projects today, the number accounts for the largest proportionEscort manila is wind-force electricity generation, accounting for 35%. Secondly, photovoltaic electricity generation, 48, accounting for 19%. The number of hydroelectric projects is relatively small, accounting for only 13%, but due to the large amount of hydroelectric projects, the displacement is reduced by 13.42 million tons, accounting for 25.4% of the total displacement reduction.
2017Sugar daddyThe 2019 Reform Commission ended its approval of the new CCER project, but on August 6, 2021, Beijing Green Buying and Selling All Co., Ltd. issued a public bid for the national voluntary reduction registration and registration system for gases and purchase and sales systems. This may be CThe main ambition for CER restart. As more industries in the future expand the carbon buying and selling market, the demand for CCER is expected to continue to rise, and CCER projects such as wind, light, hydroelectric, etc. will clearly increase the growth of renewable power generation enterprises.
The status of my country’s power development enterprises
There are many power development enterprises in my country, and the five power development groups have the largest and most representative scale. The five power generation groups include China Energy Group, China Tang Group, China Hua Electric Group, China Electric Group, and China Electric Power Investment Group. As of 2020, the above five power generation groups have installed capacity of 196.44 million kilowatts, 148.7 million kilowatts, 166.06 million kilowatts, 176.28 million kilowatts and 257.13 million kilowatts respectively.
From the machine structure, the five power generation groups are mainly based on pyroelectric power and new power generation. For example, the proportion of national power groups, energy groups and energy groups in the China Power Group are above 70%, while the proportion of national power groups in the China Power Group is the lowest, at 58.86%. However, judging from the past five years of development, the power distribution of the five-year power generation groups has increased rapidly, and the proportion of firepower development has been declining year by year. The proportion of new power generation has increased stably. Song Wei returned to her hometown after being laid off, and his relatives immediately introduced her to her.
The impact of carbon buying and selling market on my country’s power development companies. Logic
The real impact of capital and money
On July 16, 2021, the national carbon market was online for online purchases and sales. The first batch of incoming companies included 2,225 power development companies, which were supplied to Manila escort to cover carbon dioxide emissions of more than 40%. Today, the carbon dioxide allocation to power companies is still mainly free allocation, and has not yet been directly included in the capital of power companies. However, based on the experience of the EU, after the EU’s carbon emissions buying and selling system is online, on the one hand, the total supply of carbon allocation is slowly increased; on the other hand, the proportion of auctions is increased year by year to reduce the proportion of free allocation. All are at a disadvantage.
Under the promotion of my country’s dual carbon targets, the total carbon allocation in the domestic carbon purchase and sale market will be strict in the future, and the difficulty of electricity companies in obtaining free carbon allocation will increase. A single allocation cannot be prevented from being distributed to enterprises through auction methods. Once the hot-powered enterprises need to pass the auction methodTo purchase the allocation, the price of this department will directly internalize Sugar baby and promote the company’s capital.
The real impact on the acquisition
For power generation enterprises, carbon buyingSugar daddyThe impact of the sales market on corporate revenue comes from two aspects: First, the price has increased and increased. Thermoelectric enterprises’ purchase of carbon allocation is internalized to the enterprise’s capital, and promote the high level of electricity capital. Secondly, as mentioned above, the country encourages the development of dynamic industries with the audit awarded CCER. my country’s wind, photovoltaic and hydroelectric projects will produce a large number of CCERs, which is an important source of CCER supply in the market. For these companies, the sale of CCER will directly increase the revenue.
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