The term energy sounds awe-inspiring, and the keywords belonging to them are by no means as popular as popular social buzzwords. Perhaps these buzzwords may not look novel, but they show the way the industry develops. course.

Keywords: Shutdown

The coal industry did not know when it started to go downhill. Yangchun welcomed the Coal Industry Association in March to determine the development of the coal industry this year as "overcapacity." Shutting down small coal mines has also become a weapon for the coal industry to eliminate backward production capacity.

The state has successively introduced policies to eliminate outdated coal mine production capacity. On May 6, 2019, the National Development and Reform Commission issued the "Notice on Strengthening the Control of the Source of Rock Burst in Coal Mines" and stated that it will accelerate the elimination of outdated production capacity and strive to reach 300,000 tons nationwide by the end of 2021. The number of coal mines below the year has been reduced to less than 800.

On August 28 this year, the National Development and Reform Commission and other six departments jointly issued the "Work Plan for the Classification and Disposal of Coal Mines Under 300,000 Tons per Year". The plan was proposed to pass three years and strive to reduce the number of coal mines under 300,000 tons per year in the country by the end of 2021. Within 800, coal mines with an annual output of less than 300,000 tons in North China and Northwestern China (excluding southern Xinjiang) have basically been withdrawn, and the number of coal mines with an annual output of less than 300,000 tons in other areas will in principle be reduced by more than 50% compared with the end of 2018.

The closure of coal mines also led to the advancement of coal power shutdown projects. On September 6, the National Energy Administration issued the “Notice on the Target Tasks for Eliminating Outdated Production Capacity in the Coal and Power Industry in 2019”, clarifying that the total outdated coal production capacity to be eliminated this year is 8.66 million kilowatts. Whether it is to shut down coal mines or shut down coal power, it is for our country. Energy consumption is developing in a cleaner direction.

Keywords: Security

Coal mine safety accidents have accompanied the coal industry like a ghost from the beginning of the year to the end of the year. According to statistics from International Energy Network reporters, in the first half of 2019 alone, there were already 108 deaths due to various coal mine accidents. In the second half of this year, coal mine accidents have occurred more frequently. Since October 22, six accidents have occurred, resulting in 77 deaths. On November 26, the National Energy Investment Group and others jointly issued an appeal to insist on organizing production in accordance with laws and regulations, and resolutely achieve non-violation of laws and regulations, non-overcapacity production, and unsafe non-production. Ensure coal mine safety investment, strengthen coal mine site safety management, increase hidden danger investigation and control, and resolutely prevent and curb major accidents. 11 large-scale thermal coal companies jointly issued an initiative: "Unsafe and no production!"

On November 18, 2019, a gas explosion occurred at the Ermugou Coal Mine in Pingyao, Shanxi, and 15 people were killed. In the early morning of December 17, a coal and gas outburst accident occurred at the Guanglong Coal Mine in Anlong County, Guizhou Province, killing 16 people! Similar casualties occur almost every month, and the state therefore has to intervene. On December 25, the Office of the Security Committee of the State Council interviewed the person in charge of the Guizhou Provincial People's Government, the principal person in charge of the Qianxinan Prefecture of Guizhou Province and the Guizhou Provincial Energy Bureau. Because Guizhou Province has the largest number of casualties in coal mine accidents for two consecutive years. Not only that, in order to reduce the occurrence of coal mine accidents, the Office of the State Coal Mine Safety Supervision Bureau issued a letter on soliciting opinions on the "Basic Requirements and Scoring Methods for Standardized Management System of Coal Mine Safety Production (Draft for Comment)", aiming to prevent coal mine casualties through standardized management methods The accident worsened.

Keywords: competition

The oil and gas industry can be said to have truly entered the "deep water zone of reform" in 2019. From the policy level, the previous "monopoly" attribute of the oil and gas industry has been changed, and the barriers for entry into the oil and gas industry have been continuously lowered. Whether you are a foreign businessman or a private enterprise, you will have the opportunity to get a share of the oil and gas exploration or sales side.

In February this year, the state cancelled the overall development approval mechanism for oil and natural gas foreign cooperation projects, and then issued a document in April this year to promote the circulation of oil and gas mineral rights. In order to implement the oil and gas reform strategy of “holding the middle and letting go of the two ends”, the state in June this year removed the restrictions on foreign business access for upstream exploration and development and downstream city gas. In August, the qualification for wholesale storage of refined oil and crude oil The approval is also cancelled. The final policy strategy was also released not long ago on December 22, the "Opinions of the Central Committee of the Communist Party of China and the State Council on Creating a Better Development Environment to Support the Reform and Development of Private Enterprises" to support private enterprises in entering the fields of oil and gas exploration and development, refining, and sales. Thoroughly remove obstacles to oil and gas reform in terms of policy restrictions.

The independently operated oil and gas pipeline network company was formally established on December 9, adding the most intense color to my country's oil and gas reform this year. The step of "controlling the middle" in the oil and gas reform has finally made substantial progress. The National Oil and Gas Pipeline Company brings together the main long-distance pipelines, some underground gas storage and LNG receiving station assets once under the jurisdiction of PetroChina, Sinopec and CNOOC. The company is large in scale and has the ability to coordinate, deploy, transport and store oil and gas resources nationwide. Core competence is the starting point for the government to exercise strategic and overall control over the oil and gas market.

Keywords: exploration breakthrough

This year is a good year for the world's oil and gas exploration and development. In the first half of this year alone, 16 oil and gas fields have been discovered around the world, and the results have exceeded 2018. In the third quarter of 2019, 38 oil and gas resources were discovered globally. In the first place are South America and Europe, each with 8 new discoveries. Domestic oil and gas have also achieved very good results. PetroChina announced on September 29 that it has made major discoveries in the Chang 7 oil reservoir in the Ordos Basin this year. The new proved geological reserves were 358 million tons and the predicted geological reserves were 693 million tons. The 1 billion-ton Qingcheng Oilfield. On December 26, Sinopec released the top ten oil and gas exploration results in 2019. Two hundred million-ton-level oil reserves increase positions and six hundred-billion-square-meter natural gas reserves increase positions have been implemented, forming 4 units with more than 10 million tons of oil reserves and 4 areas with more than 30 billion m3 of proven natural gas reserves , Exceeding the annual mission of proven oil and gas reserves.

Keywords: electricity price reduction

From 2017 to 2019, my country has achieved the goal of reducing industrial and commercial electricity prices for three consecutive years. After the Government Work Report in 2019 once again proposed a 10% reduction in the average industrial and commercial electricity price, the general industrial and commercial electricity price and its transmission and distribution price were reduced by 1.92 cents/kWh in April this year, and the general industrial and commercial electricity price in July this year Decrease 5.39 cents per kilowatt. According to data released by the State Grid not long ago, since this year, the State Grid has taken a series of measures to reduce electricity prices, reducing electricity costs by 64.1 billion yuan for the real economy.

Keywords: UHV

UHV lines are a powerful tool to solve long-distance power transmission. As early as September 2018, the state clearly stated in the relevant documents of September 2018 that nine key power transmission and transformation projects have been approved and started in the past two years, with a total transmission capacity of 57 million kilowatts. In 2019, State Grid Inner Mongolia Eastern Electric Power Co., Ltd. will invest 7.7 billion yuan to start the construction of 22 UHV and supporting projects. The total length of the line is 2830 kilometers, the substation capacity is 11.65 million kVA, and it will reach Manzhouli in the east and Ordos in the west. An area of nearly 3,000 kilometers. A 500-kV platform-type backbone grid in eastern Inner Mongolia will be formed to better provide protection for new energy development and power transmission. International Energy Network reporter statistics found that in 2019, Mengxi-Jinzhong, Shandong-Hebei, Changji-Guquan and other UHV lines were put into operation. On December 12, the world’s first carbon fiber UHV transmission line— The Ximeng-Shandong UHV transmission line supporting power plant Datang Xilinhot Power Plant's 1,000 kV transmission line was officially put into operation, which indicates that my country has fully mastered the core technology of UHV AC and DC transmission, which provides a solid technology for the construction of UHV power grids. stand by.

Keywords: quota system

Beginning in 2017, my country has been brewing a renewable energy quota system at the policy level, that is, through documents stipulating the proportion of renewable energy in the power structure to ensure that the problem of renewable energy consumption is solved. After two rounds of comments in March and September 2018, the quota system was finally officially introduced in the "Notice on Establishing and Improving Renewable Energy Power Consumption Guarantee Mechanism" in May this year. All regions will be assessed in terms of the proportion of electricity. For example, the proportion of green power in Beijing must reach 11% in 2020, and the proportion of provinces with high proportion of clean energy such as Sichuan and Yunnan must reach 80%. Provinces can complete quotas in a variety of ways. After the quota system is implemented, the "green power transaction certificate" will become the inevitable choice for some enterprises to complete the quota system.

Keywords: IPO

Almost every company has a dream of going public. In the energy industry, there are so many listed companies. This year, the world's most profitable company, Saudi Aramco, has successfully IPO. On the day of listing on December 11, Saudi Aramco's stock rose 10% at the opening, soaring to 35.2 rials (about 9.39 US dollars) per share, triggering the daily limit. The next day's market value exceeded US$2 trillion, reaching the market value expected by Saudi Crown Prince Mohammed bin Salman. In addition to the successful IPO of this world-famous oil company, many energy-related companies have also done their homework for the IPO.

On August 26, China General Nuclear Power was officially listed with an opening price of 2.99 yuan per share. Half an hour after the opening, the price of China General Nuclear Power reached a 44% daily limit, reaching 3.59 yuan per share. China Guangdong Nuclear Power created the largest A-share IPO in 2019, and the company is also China's first A+H nuclear power company listed in two places.

Keywords: late

Compared with traditional energy sources, a key word that new energy sources such as photovoltaics and wind power have deeply felt in 2019 should be "late". The benchmark photovoltaic power price is usually introduced around December 20 of the previous year, but the photovoltaic power price in 2019 is always "difficult to produce." After N rounds of comments, the price of photovoltaic power was finally released on the last day of April. The National Development and Reform Commission issued the "Notice on Issues Concerning Improving the On-grid Tariff Mechanism for Photovoltaic Power Generation", which was four months late compared to previous years.

The difference between this year and previous years is that this year there is also a bidding policy. No one had a clear idea about how to declare a bidding project before the relevant policies were introduced. The bidding policy began to be discussed in January and did not come out for comments until April 12th, and the final policy was not announced until May 30th. The photovoltaic policy, which is six months late, has delayed the formation of many companies this year. The late policy has caused the overall start of the domestic photovoltaic industry this year to fall short of expectations, and new installed capacity in the first ten months has fallen by more than 50%.

Keywords: parity/bid

Parity and bidding seem to be twin brothers, as long as they appear, they basically exist in pairs. On January 9, the National Development and Reform Commission and the National Energy Administration issued the "Notice on Actively Promoting the Work Related to Unsubsidized Parity of Wind Power and Photovoltaic Power Generation". This document is the first to clarify that parity and low-cost online projects are not subject to annual construction scale restrictions.

On April 10, the Comprehensive Department of the National Energy Administration publicly released the "Letter on Soliciting Opinions on the "Work Plan for Promoting the Construction of Unsubsidized and Parity-Free Wind Power and Photovoltaic Power Generation Projects (Draft for Comment)". Priority will be given to the construction of low-price grid-connected projects for wind power and photovoltaics, but the power transmission and consumption conditions of the projects must be strictly implemented.

On May 20th, the National Development and Reform Commission released the list of the first batch of wind power and photovoltaic power generation grid-connected projects with a flat price. 16 provinces including Guangdong, Shaanxi, Henan, and Heilongjiang are on the list. Among them, there are 56 pilot projects for wind power, with a cumulative installed capacity of 4.51 million kilowatts. , PV has 168 pilot projects with a cumulative installed capacity of 14.78 million kilowatts, and there are 26 distributed trading pilots with a cumulative installed capacity of 1.47 million kilowatts. Many provinces have issued documents to provide policy support for voluntary conversion to parity projects.

Keywords: recycling

This year has truly reached the node year of power battery recycling. my country started to promote new energy vehicles in 2009, and the first batch of new energy vehicle power batteries put on the market are basically at the critical point of elimination. The China Automotive Research Center pointed out that it is expected that around 2020, the cumulative scrap volume of power batteries for pure electric (including plug-in) passenger cars and hybrid electric passenger cars in China will reach 120,000 to 170,000 tons

On November 7, the Ministry of Industry and Information Technology issued the "Guidelines for the Construction and Operation of New Energy Vehicle Power Battery Recovery Service Networks." The "Guide" puts forward seven general requirements, including new energy vehicle production and cascade utilization companies that need to build or authorize recycling service outlets, and the two parties can also jointly build recycling outlets; strengthen the tracking of waste power batteries, and recycling service outlets shall not be unauthorized Disassemble it; set up guidance information such as obvious reminders and schematic diagrams of operating procedures; recycling service outlets must keep records of relevant information such as battery type, source, and quantity for three years for future reference.

In response to the requirements of the Ministry of Industry and Information Technology, various regions have also established power battery recycling outlets. On July 8, Beijing Municipal Bureau of Economy and Information Technology, Tianjin Municipal Bureau of Industry and Information Technology, and Hebei Provincial Department of Industry and Information Technology jointly issued the "Regarding the Publication of New Energy Vehicles in the Beijing-Tianjin-Hebei Region" Notice on the List of Pilot Demonstration Projects for Power Battery Recycling and Utilization, a total of 18 projects entered the list. In addition to Beijing, Guangdong, Zhejiang, Sichuan, and Hunan have also introduced power battery recycling policies, established a power battery recycling system, and explored diversified business models.

Keywords: 5G

Some people may think that the energy industry has little to do with 5G, but since 5G was put into commercial use, it has added more possibilities to the development of the power Internet. There was news not long ago that China Radio and Television and State Grid Corporation of China will cooperate in the 5G field. The cooperation between the two parties in 5G has basically been established, and the cooperation plan will be released as soon as the end of the year.

The "China Southern Power Grid Corporation Digital Transformation and Digital Southern Network Construction Action Plan (2019 Edition)" also clearly pointed out that it is necessary to build a 5G-based IoT data access network and explore the company's business model for applying 5G networks. For China Southern Power Grid, which has more than 90 million electric meters and various smart sensors, with a terminal scale exceeding trillions, the application of "5G + smart grid" is imperative.