5 trillion yuan: grinding a sword in ten years of emerging energy (4)

The China Hydropower Engineering Consultancy Group, which has always been principally engaged in the planning of rivers, hydropower and water conservancy projects, wind power and solar power project planning, survey and design, and construction supervision, is also quietly realizing its “luxurious turn” in the development of new national energy strategic opportunities.

The hydropower consulting group has formally formulated a development strategy for the transition from a single planning and design supervision unit to an “international engineering company”. By implementing the “design-led project general contracting” model, it will better serve the national hydropower, wind power and solar energy projects. Planning and survey design services.

On April 30 this year, 66 sets of 100,000 kilowatts of wind turbines in the first phase of the Zhangbei dam wind farm in the first phase of the Zhangbei dam wind farm project were built on the grid. The power generation has been accumulated to more than 28 million kilowatt-hours by mid-August. According to Fan Xiaoping, the company's investment project department, the second phase of the project is planned to begin construction in September. After the completion of the project, a total of 200,000 kilowatts of power generation will be formed, and the cumulative annual power generation will reach 470 million kwh.

Huadian Group's new energy investment is not slow. Huadian has become a leader in the development of wind power projects and has obtained resources in more than 10 provinces and cities including Inner Mongolia, Xinjiang, Gansu, Jilin, and Heilongjiang, and has signed a number of project development agreements with local local governments, accumulating more than 2,600 wind power resources. Ten thousand kilowatts. It is estimated that by 2013, Huadian will exceed 5 million kilowatts in wind power operation and construction scale.

For central enterprises, 5 trillion yuan of emerging energy investment opportunities will bring new opportunities for their strategic transformation.

According to Huo Guangyu, deputy general manager of Huadian New Energy Company, in addition to wind power, Huadian also vigorously developed new energy sources such as distributed energy, solar energy, and biogas power generation. The Guangzhou University City distributed energy station realized “double investment” in 2009, Shanghai. The 1.4MW solar photovoltaic power generation project in Putuo District Urban Industrial Park and the biogas power generation project in Longgang Lake Farm in Huanggang, Hubei Province have been approved. The distributed energy projects in several central cities and the preliminary work of solar thermal power generation and photovoltaic power generation projects are being carried out.

Guodian, Huadian and hydropower consultants are just the epitome of many transitional central enterprises. PetroChina (10.27, 0.09, 0.88%), Sinopec, Datang, Huaneng, and China National Energy Corporation have also formulated new plans to adjust their industries with the help of emerging energy strategic investment. Structure to achieve strategic transformation.

Zhou Yean, a professor at the School of Economics of Renmin University of China, said in an interview with State-owned Enterprises that due to the unique advantages of state-owned enterprises in terms of technological innovation, craftsmanship, and talent, emerging energy investment is a technology-intensive investment, and the investment risk in the early stage is large and “sinking costs”. High, general private enterprises are unable to withstand such investment risks. The investment of 5 trillion yuan in emerging energy will provide a broad space for the development of state-owned enterprises. State-owned enterprises will also benefit most from this strategic investment.

However, in the process of investment, we must also avoid blindly investing in the state of technological linkage. In addition, in the new round of investment boom, it is necessary to avoid the past industrial investment in the form of administrative distribution using "sprinkle noodles," the focus is not prominent.

Zhou Yean believes that the use of "risk investment" is more suitable for emerging energy investment. By increasing the investment technology threshold and investing in stages, blindness can be avoided.

“Emerging energy is a new opportunity for development. It can allow China, Europe, the United States, Japan, and other developed countries to stand on the same starting line again. If we invest 5 trillion yuan in a reasonable way, a few years later, China will train a group of The world's emerging energy industry is truly a powerful leading enterprise." Zhou Yee-an said in a meaningful way.