Analysis of the situation of energy saving and emission reduction in the first half of 2013

In the first half of this year, the economy was stable but complicated. The energy consumption of high-energy-consuming products and high-energy-consuming industries continued to grow rapidly, which put a lot of pressure on the energy consumption per unit of GDP, and the problem of atmospheric smog was prominent. The situation is grim. At the same time, vigorously promoting energy conservation and emission reduction and promoting ecological civilization construction will definitely create huge market demand and development potential for energy conservation and environmental protection industries. The development of energy-saving and environmental protection industries faces a rare historical opportunity with great potential and can make a difference.

I. About the energy saving and emission reduction situation in the first half

(1) Overall judgment

From January to May 2013, the industrial energy consumption above designated size was 111.183 million tons of standard coal, up 2.98% year-on-year. The growth rate was 0.42 percentage points higher than the same period of last year and 0.64 percentage points higher than the first quarter. The energy consumption of the six high energy-consuming industries The volume increased by 4.0% and 4.6% in May and April respectively, which was higher than 2.16% in the first quarter. According to comprehensive analysis, the energy consumption per unit of GDP in the first half of the year is expected to decrease year-on-year, but the decline is narrower than that in the first quarter (3.2% reduction in energy consumption per unit of GDP); according to the Ministry of Environmental Protection, sulfur dioxide, chemical oxygen demand, and ammonia nitrogen emissions in the first half of the year. The volume maintained a downward trend year-on-year, and the emission of nitrogen oxides decreased significantly.

The current downward pressure on the economy is relatively high, and the growth rate of industrial added value has fallen year-on-year. However, the industrial structure has become heavier, and the output of industrial energy consumption, electricity consumption, and energy-intensive products have increased year-on-year. This has resulted in a “double-sided attack” on the reduction of energy consumption per unit of GDP. Very unfavorable. If we relax the requirements for energy conservation and emission reduction in the process of steady growth, it will inevitably lead to a substantial increase in energy consumption. To achieve a year-on-year reduction in energy consumption per unit of GDP by more than 3.7%, the total emissions of sulfur dioxide, chemical oxygen demand, ammonia nitrogen and nitrogen oxides will decrease by 2 respectively. With the targets of %, 2%, 2.5%, and 3%, the situation is still grim and the task is very arduous.

(2) Favorable factors

First, the growth rate of high energy-consuming industries has slowed down. Among the six high-energy-consuming industries, the added value of the chemical, building materials, non-ferrous and power industries increased by 11.9%, 11.5%, 13.0% and 4.0% respectively, and the growth rate dropped by 0.1, 0.6, 0.8 and 1.5 percentage points respectively compared with the same period of last year; In terms of investment, the growth rate of chemicals, building materials, steel and electricity decreased by 17.8, 4.3, 3.9 and 10.4 percentage points respectively compared with the same period of last year.

Second, the growth rate of electricity consumption in the whole society has dropped. From January to May, the total electricity consumption of the whole society was 20573 billion kWh, a year-on-year increase of 4.88%. The growth rate dropped by 0.94 percentage points year-on-year, but it was 0.63 percentage points higher than the first quarter. The electricity consumption of the tertiary industry increased by 9.13% year-on-year, and the growth rate dropped by 3.26 percentage points. It is worth noting that from January to May, the national electricity consumption of urban and rural residents increased by 2.81% year-on-year, and the growth rate dropped by 11.37 percentage points. From a national perspective, power consumption growth in only four regions including Yunnan, Gansu, Qinghai and Xinjiang exceeded 10%.

The third is the optimization of power structure. From January to May, the national power generation capacity was 201.8 billion kWh, a year-on-year increase of 4.02%, but hydropower generation increased by 14.56% year-on-year, and wind power generation increased by 40.72% year-on-year, much larger than the national power generation growth rate. From January to May, the power consumption of the power industry was 285.61 million tons of standard coal, down 0.48% year-on-year.

(3) Unfavorable factors

First, the industrial structure has a heavy trend. From January to May, although the added value of industrial enterprises above designated size increased by 9.4%, the growth rate dropped by 1.3 percentage points compared with the same period of last year and 0.1 percentage points lower than that of the first quarter. However, from the perspective of industrial internal structure, the added value of light and heavy industries increased by 8.5%. 9.7%, heavy industry growth rate is 1.2 percentage points higher than light industry.

Second, the output growth rate of most high-energy-consuming products has obviously accelerated. From January to May, coke, cement, flat glass, crude steel, steel, ferroalloy, non-ferrous metals and alumina increased by 8.0%, 8.9%, 9.8%, 8.0%, 10.8%, 19.6%, 10.9% and 10.9% respectively. The year-on-year growth rate accelerated by 1.6, 3.9, 11.5, 5.8, 4.5, 11.0, 5.8 and 1.7 percentage points respectively. Compared with the first quarter, the growth rate of cement, flat glass, ferroalloy and non-ferrous metals increased significantly.

Third, the growth rate of energy consumption in high-energy-consuming industries has accelerated. From January to May, the energy consumption of the six high-energy-consuming industries increased by 3% year-on-year, 0.84 percentage points higher than that of the first quarter; the energy consumption growth rate of non-ferrous metals, petrochemical, steel and building materials industries accelerated by 6.6, 4.0, 3.7 and 2.3 respectively. Percentage points, compared with the first quarter, the building materials, electricity, steel, and chemical industries accelerated by 3.77, 1.27, 0.56, and 0.23 percentage points respectively.

Fourth, the electricity consumption of the secondary industry, especially industrial electricity, has increased steadily. From January to May, the electricity consumption of the secondary industry increased by 4.69% year-on-year, and the growth rate accelerated by 0.93 percentage points. Among them, industrial electricity consumption increased by 4.62% year-on-year, and the growth rate accelerated by 0.88 percentage points. The electricity consumption of the secondary industry accounts for 3/4 of the electricity consumption of the whole society, and the electricity consumption of the secondary industry is accelerating. With the arrival of the summer peak, the growth of electricity consumption may be accelerated.

Fifth, some areas promote the impact of emission reductions on energy conservation. For example, after the desulfurization, denitrification and dust removal devices are installed and put into operation, the coal consumption of coal-fired power generation should be increased by 3-4 g of standard coal/kWh, which brings new pressure to the energy industry.

Second, the main problems exist

(1) Statistics and localization of the country and the country are seriously connected, which seriously affects the completion of national energy conservation goals.

In the first two years of the “Twelfth Five-Year Plan”, the national energy consumption per unit of GDP has decreased by 5.5%, only 32.7% of the progress of the “Twelfth Five-Year Plan” energy saving target, and 7.3 percentage points behind the “Twelfth Five-Year Plan”; but from the local data The weighted average unit GDP energy consumption of each region has decreased by 7.7%, 2.2 percentage points higher than the national level, and has completed 46.0% of the “Twelfth Five-Year Plan” progress, exceeding the “Twelfth Five-Year Plan” schedule by 6 percentage points, 13.3 higher than the national level. percentage point. The completion of local and national energy-saving targets is seriously uncoordinated, the local situation is good, and the state is under great pressure. In the first quarter of this year, the weighted average unit GDP energy consumption of each region decreased by 4.7% year-on-year, 1.5 percentage points higher than the national level, and the gap further expanded. Due to the inconsistency between local data and national data, it is difficult to effectively transfer energy-saving pressures to local governments and enterprises. The intensity and importance of energy conservation work has generally declined. Even though all regions have completed the “Twelfth Five-Year Plan” energy conservation goals, the national “Twelfth Five-Year Plan” "The energy saving goal may not be completed. At the end of June, we held an analysis meeting on energy conservation and emission reduction, and listened to the introduction of ten regions including Hebei, Shanxi, Liaoning, Shanghai, Shandong, Henan, Hunan, Guangdong, Sichuan, Gansu, etc. These 10 regions, from January to May Industrial energy consumption above designated size accounts for about half of the country's total. According to the introduction, the energy consumption of industrial added value in these places has decreased and decreased by a large margin year-on-year. This is inconsistent with the slowdown in the growth rate of industrial added value above the national scale and the increase in energy consumption.

(2) Some local governments have relaxed their energy conservation and emission reduction work

On the one hand, the “Eleventh Five-Year” energy-saving target responsibility assessment reward and punishment mechanism has not been fully implemented, and the pressure and power of local energy conservation have decreased. On the other hand, in the context of increased economic downward pressure, some local governments have paid more attention to stimulating economic growth, and energy conservation and emission reduction have been weakened. In many areas, a number of high-energy and high-emission projects will be completed and put into operation, which will bring great pressure on energy-saving work.

(3) The problem of smog is prominent

Since the beginning of this year, a wide range of persistent haze weather has occurred. First, it has a wide range of influences, including North China Plain, Huanghuai, Jianghuai, Jianghan, Jiangnan, and northern China. The affected area accounts for about 1/4 of the country's land area, and the affected population is about 600 million. Second, it lasts for a long time. In January, only five days in Beijing reached the secondary standard. Third, the concentration of pollutants is high. Among the 74 cities monitored, the maximum hourly value of some points reached 900 μg/m3. The problem of serious pollution in the atmosphere is not only the reason why China is still in the middle and late stages of rapid industrialization, the extensive economic development mode, the unreasonable industrial structure and energy structure, but also the factors of meteorological conditions such as static stability and inversion temperature, and weak air pollution prevention and control capabilities. It is related to imperfect legal system and mechanism.

(4) Energy consumption growth in the western region is faster

With the deepening of the development of the western region, a large number of eastern industries will be transferred to the central and western regions in the next few years. Under the pressure of maintaining growth, some localities have not been strict in introducing investment, and even introduced preferential policies to introduce a number of high-energy and high-emission projects. From January to May, industrial energy consumption above designated size in the western region increased by 6.58% year-on-year, much higher than 2.3% in the eastern region and 0.63% in the central region.

(5) Increased energy consumption of products in some industries

Due to the fall in market demand, industries such as steel, chemicals, building materials and electric power are facing unfavorable factors such as under-employment or falling product prices and increased inventories. If there is no positive change in the second half of the year, the production load will be lower, the scale efficiency will decrease, and the energy consumption per unit of product may be further. rise.

(6) The operational efficiency of enterprise pollution control facilities has declined

According to the opinion of the Ministry of Environmental Protection, due to overcapacity in some industries, the efficiency of enterprises is generally poor, and the operating efficiency of pollution control facilities has declined.

(7) Capital shortage affects investment in energy conservation and emission reduction

Affected by the current economic situation, the increase in fiscal revenues and expenditures in various regions has increased, affecting government investment in energy conservation and emission reduction. In addition, the economic benefits of the company have declined, production and operation and financing have faced difficulties, and the enthusiasm for investment in energy conservation and emission reduction has been affected, and investment in energy-saving technological transformation has shrunk.

Third, the second half of the work plan

(1) Strengthen macro guidance and early warning control

It is recommended that the State Council issue the "Notice on Doing a Good Job in Energy Conservation and Emission Reduction in 2013 to Ensure the Targets and Tasks" as soon as possible, and deploy energy conservation and emission reduction work. To do a good job in the top-level design of ecological civilization construction, it is recommended that the Party Central Committee and the State Council review and issue the "Opinions on Accelerating the Construction of Ecological Civilization" as soon as possible, and launch the creation activities of the first demonstration zone of ecological civilization. Do a good job in energy conservation and emission reduction situation analysis, regularly publish a barometer of progress in energy conservation goals, and urge local governments to make early warnings.

(2) Accelerate the development of energy conservation and environmental protection industries

In order to give full play to the positive role of energy conservation and environmental protection in stimulating economic growth and promoting structural adjustment, our committee is working with relevant departments to study policies and measures to accelerate the development of energy conservation and environmental protection industries. It is necessary to focus on the key areas of market application, energy saving and emission reduction, and demand-driven effect, accelerate the research and development, promotion and industrialization of related technical equipment, accelerate the implementation of key projects for energy conservation and environmental protection, increase the promotion of energy-saving and environmental protection products, and improve energy conservation and environmental protection. Industrial market competitiveness.

(3) Strengthening the evaluation and assessment of the target responsibility and supervising and inspecting the work

The 2012 provincial-level local people's government energy conservation target assessment report will be reported to the State Council in the near future. After the approval of the State Council, the assessment results will be announced to the public, the assessment results will be strengthened, and reward and punishment measures will be implemented. Energy-saving supervision agencies at all levels have increased special supervision on the energy consumption of major energy-using units. In terms of increments, we must resolutely curb the excessive growth of high-energy-consuming industries, combine the completion of energy-saving targets, early warning and control, give full play to the binding role of the evaluation system, and strictly control the new projects. In terms of stocks, we must increase the elimination of backward production capacity and strive to complete the annual elimination tasks in September.

(4) Do a good job in energy conservation in key areas

We will further promote the energy-saving and low-carbon actions of 10,000 enterprises, implement the energy utilization status reporting system, and carry out pilot projects for the construction of energy-using online monitoring systems for key energy-using enterprises. Carry out green building actions, urge local governments to formulate green building action implementation plans, build 50 million square meters of green buildings throughout the year, and complete 180 million square meters of heating and metering and energy-saving renovation of existing residential buildings in the northern heating area. Support the transportation department to carry out the transportation work and promote the construction of low-carbon transportation system. Carry out construction activities for demonstration units of conservation-oriented public institutions, and form a driving role for the whole society.

(V) Promote emission reduction of major pollutants

We will implement ten measures for the Air Pollution Prevention and Control Action Plan, vigorously promote the management of fine particulate pollutants (PM2.5), and strive to achieve results in key areas such as Beijing, Tianjin and Hebei. The study initiated the Clean Water Action Project to implement actions such as safe drinking water, surface water protection, groundwater protection, and marine protection. Strengthen the comprehensive management of heavy metal pollution, and increase the prevention and control of persistent organic substances, hazardous wastes, and hazardous chemicals. Implement soil pollution control projects and carry out pilot demonstrations of soil pollution control and restoration. Carry out production process and coordinate resource treatment of waste demonstration. Promote the prevention and control of large-scale livestock and poultry breeding pollution.

(6) Vigorously develop circular economy

Launched the “Ten Thousand Thousand” demonstration campaign for circular economy, launched 20 circular economy demonstration cities (counties), 10 national “urban minerals” demonstration bases, 17 kitchen waste resource utilization urban pilots and 28 remanufacturing pilots. And 30 parks are recycled. Promote cleaner production and accelerate the application of major cleaner production technologies. Deepen the construction of the “Double Hundred Projects” for comprehensive utilization of resources. Promote the innovation of wall materials. We will do a good job in the comprehensive utilization of crop straws and strictly regulate the burning of crop straws. Promote the construction of a water-saving society and accelerate the development of the desalination industry.

(VII) Strengthening the construction of energy-saving market mechanism

Continue to increase funding support for contract energy management projects, and coordinate the specific implementation rules for tax authorities to implement tax incentives. Strengthen the coordination and coordination of energy-saving funds, and the funds should be tilted to the areas and places that have an important supporting role in achieving energy-saving goals. Increase the promotion of high-efficiency energy-saving products, and promote 150 million high-efficiency lighting products and 5 million kilowatts of high-efficiency motors. In combination with the construction of ecological civilization and the green development of urbanization, the scope of implementation of the comprehensive demonstration of fiscal policy for energy conservation and emission reduction will be expanded. Research and promote energy-saving transactions.

(8) Raising awareness of energy saving and emission reduction for all

Intensively carry out energy-saving and emission-reduction actions for the whole people, and do a good job in ten special actions such as family communities and youth. Summarize the results of the theme of the energy-saving publicity week. In the whole society, we advocate the promotion of civilized economy, the anti-luxury waste, and promote the concept of green living and green consumption. Opposing food waste, drafting the "Notice on Actions against Food Waste", it is recommended that the Central Office and the State Council issue the implementation.