National Energy Administration: the completion rate of ultra-low emission transformation of coal-fired power has exceeded 70%
according to the work plan jointly issued by the Ministry of environmental protection, the national development and Reform Commission and the energy administration, qualified coal-fired units should implement ultra-low emission transformation, and strive to complete the transformation of 580million kW by 2020. By the end of 2016, the country had achieved 77% of the ultra-low emission transformation goal and 73% of the energy-saving transformation goal. In the future, the requirement of ultra-low emissions will be extended from the power industry to non power industry, and is expected to bring more than 200 billion yuan of atmospheric governance demand
on October 17, the official of the National Energy Administration forwarded a media article showing that by the end of 2016, the country had completed a total of 450million kW of ultra-low emission transformation and 460million kW of energy-saving transformation, accounting for 77% of the 2020 ultra-low emission transformation target (580million) and 73% of the energy-saving transformation target (630million)
with the continuous emission reduction of pollutants in the coal power industry, the requirement of ultra-low emissions has also been extended from the power industry to non power industry. In June this year, the Ministry of environmental protection issued an announcement (Exposure Draft) on the revision of 20 national pollutant emission standards, including its implementation of the emission standards for air pollutants from steel sintering and pelletizing industries to enhance the international competitiveness of China's automotive industry, requiring the revision of the emission standards of pollutants from domestic industries such as iron, building materials, nonferrous metals, thermal power, boilers, coking, etc. The revision of the standard will accelerate the release of the market value of atmospheric environmental protection in the non electricity market. According to the calculation of Zhongtai securities, according to the rough calculation of each sub industry, the future demand for industrial atmospheric environmental protection is about 212 billion yuan
according to the work plan jointly issued by the Ministry of environmental protection, the national development and Reform Commission and the energy administration, qualified coal-fired units should implement ultra-low emission transformation, and strive to complete the transformation by 2020. 580million pairs of large number of experimental pieces can improve the efficiency of operation when continuous experiments are carried out
local governments are also actively implementing this. For example, at the end of October 2016, the No. 3 unit of Luoyang Mian No. 3 power plant was shut down and out of operation, marking the completion of ultra-low emission transformation of 121 coal-fired units with 48.19 million kW in operation and commissioning of Henan electric power. In addition, Tianjin, Hebei, Jiangsu and other provinces and cities have also completed the ultra-low emission transformation of all qualified units, 1-2 years ahead of the national requirements
in recent years, Inner Mongolia Datang International Tuoketuo Power Generation Co., Ltd. has invested about 200million yuan in a series of environmental protection transformation, such as desulfurization, denitration, ultra-low emissions, and a total of more than 2 billion yuan in the transformation of 10 units. The high investment has also brought about a significant reduction in pollutant emissions. According to the data, compared with 2015, the emission of sulfur dioxide, nitrogen oxide and smoke decreased by 2143 tons, 6096 tons and 253 tons respectively in 2016
liubingjiang, director of the Department of atmosphere of the Ministry of environmental protection, said a few days ago that compared with the continuous emission reduction of pollutants in the coal and electricity industry, the non electricity industry has made an increasing "contribution" to China's pollution emissions. However, the production capacity, output and market share of domestic special engineering plastics are very small, among which the emissions of sulfur dioxide, nitrogen oxide and smoke and dust account for more than 3/4 of the country
A Research Report of Ping An Securities pointed out that the atmospheric governance of the power industry is progressing very smoothly due to the relatively centralized governance subjects and the subsidized electricity price coverage cost; However, flue gas treatment in the non electric field has always been a difficulty in atmospheric treatment due to the relative dispersion of treatment subjects, poor profitability of enterprises, no subsidies and difficult supervision. Under the current regulatory system, especially under the background of the implementation of measures such as the central environmental protection supervision and strengthening supervision, the pain points such as difficult supervision have been greatly solved, and the flue gas treatment in the non electric field will usher in great development
some listed companies have also begun to adjust their business strategies. For example, Longjing environmental protection pointed out in its 2017 semi annual report that the risks it may face are the reduction of bidding projects for new units and large units in the power industry, the end of the "ultra-low emission" transformation of power, more intense competition, and the prevalence of low-cost bidding, which will bring new pressure to the company's future profits and survival and development. To this end, Longjing environmental protection will further expand its business to the non electric industry, expecting to usher in new growth points
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