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Lead to a low carbon economy "new energy" investment opportunities

    2012 Mayan doomsday prophecy, the sun in a large outbreak caused by disaster, the people must face an unprecedented devastating catastrophe. This is the director Roland Emmerich's latest disaster movie "2012," the basic settings.
    In this unprecedented disaster in the giant system, it is surprising that the film there are lots of Chinese elements, and even said "the Chinese to save the human." Although the plot are fiction, but had to admit, a disaster film so that people reflect on their own relationship with the environment really is unique.glue stick Coincidentally, China in this "carbon and climate," the war will play a crucial role.

    In "2012" released in full swing at the same time, Obama also led trip to China China's "low-carbon economy" lively discussion. November 18, first World Conference of low-carbon economy and technological and Eco Expo was held in Nanchang, Jiangxi. The General Assembly issued a "Declaration of Nanchang", the Declaration put forward the common development of national and global corporate carbon and ecological economy, to address resource and environmental problems caused by energy use and global warming challenges. In addition, the revitalization of China's new energy industry draft plan has been introduced,glue gun just waiting for the right time announced in December in Copenhagen may be planning a formal announcement of opportunity. Planning will clarify the various sectors of new energy development goals by 2020, making it a strategic pillar industry in China. Capital markets, carbon stocks in focus, new energy vehicles, smart grid and other related stocks of the strong, and bright. What is short-lived carbon stocks, or real with growth potential?

    Nearly two decades, China has become the global factory, manufacturing capacity continues to increase also means that the rapid increase in carbon dioxide emissions. According to IEA statistics, in 2007 China's carbon dioxide emissions have already reached 6.07 billion tons, while U.S. emissions over the same period was 57.7 million tons, China in fact has become the world's first carbon-emissions power. In view of greenhouse gas emissions, the potential threat, most countries have joined the global efforts to reduce greenhouse gas emissions among the ranks, and go faster in some countries: moderation by a tax on carbon dioxide emissions, increasing the reduction sector investment of resources. June 26, 2009, the U.S. House of Representatives passed the "U.S. Clean Energy Security Act", bill authorizes the U.S. government impose carbon tariffs on products for export to the United States, they can accept carbon tariffs. Soon after, the French announced that from January 1 next year, a carbon tax, the standard 14 euros for each kg of carbon dioxide, according to this standard, the Chinese year of 6.1 billion tons of carbon dioxide emissions carbon tax to 85.4 billion euros. According to the current exchange rate of 860 billion yuan, equivalent to 2008 large-scale one-third of industry profits. China's enterprises, especially export-oriented enterprises, has a powerful economic force for the emission reduction efforts related to technology and equipment is expected to usher in the demand for explosive growth.

    At the same time, emission reduction has become the West an important tool for pressure on China. Europe and the United States because of its high emissions of carbon dioxide has been the stage of reduction in its favor harmless. The rapid growth of China is currently in post-industrial stage, the difficulty of reducing emissions is far greater than Europe and America. If China and Western countries can not agree on emissions reduction, carbon tariffs China's export-oriented enterprises will deal a heavy blow. Therefore, from the national point of view, reduction is a pressing problem to the task of policy research on related technology and industry support tilt is inevitable move. On the one hand, if you can not reduce energy consumption and emissions, will not only continue to fuel domestic environmental pollution, may also become a tool of Western attacks on the negotiations; the other hand, energy conservation and new energy, the Chinese already have a certain competitive advantage If used properly, the Chinese growth model is possible to achieve a successful transformation.

    From the direction of view, nothing more than open source and cutting emissions in both directions, each direction has different segments. Open source is the development of new energy and other low-carbon energy, the key is nuclear, wind, solar and tidal energy and other forms of energy. From the existing scale, nuclear energy and wind power is no doubt that the protagonist in the short term emission reduction depends both forms of energy. But long term, solar energy will undoubtedly have a greater potential for development. For the solar industry, the highlight of 2010 is the expected growth in demand over the United States, China, Italy's growth worth the wait, this is the logic of all investment in solar energy sub-sector basis. We expect the 2010 market for solar will be the end product of 34 billion U.S. dollars in 2009 growing to 480 billion U.S. dollars, the growth rate will reach 42%. Which have the advantage of industry leading cost concern, such as the Sichuan Investment and energy, Granville shares, Leshan Electric Power and so on. Wind power, China's high-growth land-based wind power is largely over, the future growth potential of wind power will mainly come from offshore wind power. Higher density of their resources, less hours of use, and there is no area of the basic problems still exist, but the offshore wind power installation, maintenance, and network is difficult, high cost problem. Therefore we are more optimistic about the advantages of a technical and R & D machine leading companies such as Dongfang Electric, Goldwind.

    Reducing expenditure, mainly on the existing low-carbon transformation of high-emission sectors, mainly thermal power industry, transportation and other industrial sectors. For the thermal power industry, low-carbon transformation There are two main ways, first, pre-combustion, ie, the clean coal technology; second combustion gas absorption and storage, that is, carbon capture and carbon storage technology. Among them, coal cleaning technology can reduce about 5% of the carbon dioxide emissions, and related technologies have been successfully developed in Europe and put into commercial operation, China is also accelerating research and development work in this direction. And carbon capture and carbon storage technology too expensive and other issues still exist, now does not have the large-scale commercial conditions. Is for transportation to electric vehicles or fuel cell vehicles to replace the current gasoline and diesel vehicles to reduce a large proportion of emissions, which is one of the current direction of global efforts. Finally, the framework of smart grid energy storage batteries, peaking in the next commitment and frequency of the task, should also be focused in that direction.

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