The 12th Five Year Plan for energy conservation in

Editor's note: the Ministry of industry and information technology announced the 12th Five Year Plan for industrial energy conservation on the 27th, officially proposing that by 2015, the energy consumption of added value of industries above Designated Size will be reduced by about 21% compared with 2010, and 670 million tons of standard coal will be saved. According to the plan for making it easier to sell products, nine key industries such as steel, non-ferrous metals, petrochemicals, chemicals, building materials, machinery, light industry, textiles and electronic information will become the focus of industrial energy conservation in the 12th Five Year Plan. These industries will strive to promote the replacement of backward production capacity with high-efficiency energy-saving technologies. The plan puts forward the application penetration rate of these technologies in various industries by 2015

the plan puts forward specific index requirements for the decline of energy consumption in 9 major industries and 20 major products, and proposes 9 major energy-saving projects. It is estimated that the total investment demand of the 9 major energy-saving projects will reach 590 billion yuan. The plan also proposes a series of safeguard measures to be followed up, including finance and taxation, technology, supervision and standard access

market analysis points out that the plan has detailed the energy consumption reduction indicators to industries and major products, making its proposed goals more instructive. Among the nearly 600billion yuan "cake" driven by nine major key projects, industrial kiln boilers, motor systems and high/low temperature waste heat and residual pressure utilization share more than 1/3 of them, which is expected to become the theme of value investment in the field of industrial energy conservation, and relevant professional energy-saving service companies will benefit from it

promote nine key energy-saving industries

according to the plan, nine key industries, including iron and steel, non-ferrous metals, petrochemicals, chemical industry, accelerating the success of new material entrepreneurship, building materials, machinery, light industry, textiles, electronic information, will become the focus of industrial energy conservation in the 12th Five Year Plan. These industries will strive to promote the replacement of backward production capacity with efficient energy-saving technologies. The plan puts forward the application penetration rate of these technologies in various industries by 2015

industry experts pointed out that from the beginning of the 12th Five Year Plan, the reduction level of industrial energy consumption did not meet expectations, which was mainly due to the low application rate of advanced energy-saving technologies in the existing capacity after the elimination of backward capacity in major domestic industrial fields

this also indicates that in order to achieve the target of reducing industrial energy consumption by 21%, the task of promoting energy-saving transformation in all industrial fields, especially in the nine major industries, is quite arduous

first of all, sunxiaoliang, the assistant director of China energy saving service industry committee, told China Securities News that the transformation of motor system was listed as one of the key energy-saving areas in the plan. Taking this as an example, there are only enterprises capable of designing, producing and testing high-efficiency motors nationwide, accounting for only 10% to 15% of the total motor market, and more than 90% of these high-efficiency motors are mainly exported. According to the goal of the plan, the application proportion of motors with energy efficiency above level 2 reaches 80%, which is far from the current situation

the market penetration rate of advanced energy-saving technology and equipment in other fields such as blast furnace steel, electrolytic aluminum, calcium carbide and so on is also generally very low

however, the improvement of energy-saving effect will increase the cost burden of energy-saving transformation of enterprises. It is understood that the average market price of domestic high-efficiency motors is yuan/kW, more than twice that of ordinary motors

sun Xiaoliang pointed out that although the task of energy-saving transformation of industrial enterprises is heavy and the cost burden is high, the economic benefits brought to industrial enterprises by energy conservation are also obvious

for example, the plan proposes to increase the power saving rate of domestic motor system by 2-3 percentage points by 2015. If 20 billion kwh of electricity is saved for every 2% increase, the annual electricity cost saved by the transformation of motor system will reach 11.6 billion yuan according to the current average selling price of industrial electricity of 0.58 yuan/kWh

the three fields have stepped into the fast lane

the plan also proposes to promote the "12th Five Year Plan" process of industrial energy conservation by focusing on nine major industrial energy conservation projects. It is generally expected that according to the current technology and market maturity, the energy-saving transformation of industrial boilers and kilns, the energy-saving transformation of motor systems and the recovery and utilization of residual heat and pressure among the nine major projects will become the main position of industrial energy conservation in the future, and is expected to enter the fast lane of industrialization

it is understood that at present, domestic industrial boilers and kilns generally have problems such as low self-control level, low average load, outdated equipment and so on. For the chain boiler dominated by coal, if it is replaced by a new pulverized coal boiler, 40% of the coal consumption can be saved, and the annual operation cost can be saved by more than 1.7 million yuan

if the motor system adopts frequency conversion speed regulation technology, it will save 60 billion kwh per year based on 20% of the power savings. In the iron and steel industry with great potential for the utilization of waste heat and pressure, the recovery rate of waste heat resources is generally only 25.8%. If all of them are used, the electricity generated can meet 60% of the annual electricity consumption of a medium-sized iron and steel enterprise

according to the plan, the specific implementation goals of these three projects are: by 2015, the operating efficiency of industrial boilers and kilns will be increased by 5% and 2% respectively compared with 2010; The power saving rate of the motor system is% higher than that in 2010; The installed capacity of waste heat and pressure power generation reaches 20million kW

the plan predicts that the investment demand in these three areas will reach 90billion yuan, 60billion yuan and 60billion yuan respectively, with a total of 210billion yuan

it is understood that at present, many domestic enterprises have joined these three major energy-saving positions. In the field of motor energy saving, Hekang frequency conversion, yingweiteng, Jiuzhou electric, Zhiguang electric, etc; In the field of industrial kiln boiler transformation, there are Tianli environmental protection, Hangzhou Boiler Co., Ltd; In terms of waste heat and pressure utilization, there are Hailu Heavy Industry Co., Ltd. and Rongxin Co., Ltd

Huarong securities analysts believe that companies related to these three fields are expected to bring theme investment opportunities, among which companies with stable gross profit margin and good growth deserve more attention

in addition, it is worth noting that the "plan" formally proposed for the first time to support the industrialization development goal in the energy-saving field, and the energy-saving industry cultivation project also ranked among the nine key points

during the 12th Five Year Plan period, the scale of energy-saving equipment industry increased by more than 15% annually, a relatively perfect energy-saving service industry system was established, and 1000 furniture energy-saving service companies with strong strength were cultivated. It is estimated that the output value of energy-saving service industry is expected to exceed 300billion yuan by 2015

fiscal and tax protection will be introduced successively.

compared with the "12th Five Year Plan" industrial energy conservation blueprint drawn under the target figures, the industry is more concerned about how much policy "red envelopes" the industrial energy conservation field may receive in the future. In this regard, the plan also formulated a series of fiscal and tax support measures

the "plan for data accumulation in a short time" proposes that during the "12th Five Year Plan" period, special funds for energy conservation and emission reduction will be increased to support industrial energy conservation, and the special national science and technology plan will also focus on supporting the research and development of key generic technologies and major equipment for industrial energy conservation, so as to promote industrial applications

in addition, import tariffs will be exempted for enterprises importing advanced energy-saving projects that cannot be produced domestically. In terms of financial policy support, the plan not only emphasizes the principle of marketization, but also emphasizes the establishment of industrial energy conservation industry development fund and contract energy management project guarantee fund. In addition to the above incentives, the plan also mentioned that enterprises will be forced to accelerate the pace of energy-saving transformation through energy price leverage

the plan proposes that during the "12th Five Year Plan" period, the implementation scope and intensity of differential electricity price and punitive electricity price will be increased, the collected differential electricity price and punitive electricity price will be mainly used to support the local energy-saving technology transformation and the elimination of backward production capacity, and the price increase range and standard will be revised according to the needs of industrial development

China Securities News learned that while the "plan" was formulated and issued, the Ministry of industry and information technology is working with relevant departments to issue a package of policy implementation rules, in which the establishment of industrial energy-saving industry development fund and contract energy management project guarantee fund are mentioned in the key agenda of this year, in order to solve the imminent financing difficulties in the field of industrial energy conservation