China Economic Net May 6 news: in the "Eleventh Five Year" at the end, from the binding energy-saving emission reduction targets completion, leaving only seven months time, the State Council 4, released "the State Council on further increase efforts to ensure the realization of" Eleventh Five Year "energy saving and emission reduction targets, the notice", put forward the fourteen to increase energy-saving emission reduction efforts, analytic personage thinks, which increase the elimination backward intensity, reform the energy price, promotion of energy-saving technologies and products to record three "heavy" will in areas related to energy saving and emission reduction of listed companies results in a larger profit.
5 months to complete the annual elimination task
In the "five eleven" plan, the government proposed to the end of 2010 unit GDP energy consumption reduced by 20% compared with 2005, the main pollutant emissions reduced by 10% of the binding targets. According to the relevant statistics, the first four years of the first four years, the national unit of GDP energy consumption fell by only 14.38%.
Changjiang Securities analyst Li Maoyu pointed out that due to the 2009 large-scale project investment incentives to make some of the high energy consumption and high polluting enterprises to be put into operation, which also makes this years domestic energy consumption growth is much faster than GDP growth. From the National Energy Bureau show the data, the first quarter, Chinas industrial electricity consumption of 704200000000 kwh, an increase of 28%, of which the heavy industrial electricity consumption grew by 31%, high energy consumption enterprises increased significantly, increasing the pressure on energy saving and emission reduction targets.
The notice will continue to eliminate backward as the focus, and clearly the 2010 power, steel, cement and other high energy consuming industries to eliminate targets. Among them, the 2010 shutting down small thermal power units 10000000 kilowatts, the elimination of backward production capacity of 25000000 tons, 6000000 tons of steel, 50000000 tons of cement, 330000 tons of electrolytic aluminum, 6000000 tons of flat glass, paper 530000 tons. These objectives are to be decomposed by the end of 5 to the end of the country, announced the elimination of backward production capacity of the enterprise list, and to ensure that the capacity of the backward production capacity in the third quarter, all shut down.
Some of these goals have gone beyond the "five eleven" target. In the power industry, for example, "five eleven" to eliminate backward production capacity of 50000000 kilowatts, in fact, as of the end of 2009, the whole industry has been shutting down small thermal power 60350000 kilowatts, ahead of the completion of all the objectives, coupled with this years shutting down targets, the power industry, "five eleven" out of the plan has actually increased by 20000000 kilowatts.
Ministry of industry and the Ministry of the media said that the recent will be sent to all parts of the elimination of backward production capacity, higher than the above target. Industry insiders also believe that the target is given in the notice is too low compared to the current grim situation, it is difficult to reach the 2011 Ministry of industry and the elimination of backward production capacity plan. For example, according to the Ministry of the plan, by the end of 2012 to eliminate the backward production capacity of about 3.3 tons, so this years elimination should reach 1 tons or more, according to this point of view, 50000000 tons of target is indeed a bit conservative.
Li Maoyu believes that, in view of this year will launch the twelfth five year plan, in the elimination of backward production capacity refinement of energy-saving emission reduction targets, the relevant departments will have more specific requirements of the follow-up.
Energy price change imperative
Economic means in promoting energy-saving emission reduction in the role can not be ignored. In order to implement the decomposition of emission reduction targets, the notice proposed to improve energy and economic policies, and deepen energy price reform, including the adjustment of natural gas prices, the implementation of the residents with electricity price ladder, the implementation of coal bed methane, natural gas power generation and electricity tariff policy, the introduction of incentives to encourage waste heat and electricity generation Internet and price policies, etc..
At the same time, the high energy consuming industries in the industrial structure adjustment to guide the directory category, out of class scope, strictly implement the differential pricing policy. All over the country can be in accordance with the provisions of the state, in accordance with the provisions of the procedures to increase the intensity of the implementation of different electricity prices, a substantial increase in the price of different standards.
Analysts believe that the abolition of preferential tariff, increase the difference in price will be good for power companies to form a certain. At the beginning of 2009, some areas to stimulate industrial development, the introduction of the preferential tariff, and national revisit combing price will improve the profit level of the power grid, and for the generation companies has been called the "coal linkage" restart may bring.
However, analysts believe that the Oriental Securities, the intensity of the implementation of the difference between the intensity, reflecting the state for the "five eleven" energy-saving emission reduction targets to complete the attention, it is likely to continue to introduce policies and measures in the next year, and then affect the industrial use of electricity, the power industry is not bad.
83300000000 to invest in energy saving and environmental protection
Although the elimination of backward production capacity in the energy saving and emission reduction is still an important position, some analysts believe that the extensive mode to eliminate backward production capacity, in order to achieve energy-saving emission reduction targets will become increasingly difficult. Huatai Securities analyst Wang Shuang said, across the board of the big pressure small model is not only difficult to increase, the investment costs are also increasing, the marginal utility. The application of energy saving technology will become the leading energy saving and emission reduction in China in the future.
"Notice" proposed to vigorously promote energy-saving technologies and products, released the third batch of national key energy saving technology to promote directory, the relevant departments should be introduced before the end of 5 specific implementation details to support the promotion of energy-saving products in the fields of air conditioning, automobiles, motors, and do a good job of new energy vehicles demonstration and promotion.
In addition, the government will also make arrangements for 333 billion yuan investment in the central budget, the central finance 50 billion yuan, focusing on support for ten key energy-saving projects and pollution control construction, and puts forward the shape of adult energy-saving 80 million tons of standard coal, new urban sewage treatment