Group 1: Industry Dynamics - The Ministry of Industry and Information Technology (MIIT) emphasizes the need to strengthen governance in the photovoltaic industry, pushing for the exit of outdated production capacity through enhanced standards [1][5] - MIIT is promoting the orderly exit of backward capacity in the photovoltaic sector, encouraging innovation and quality improvement while establishing a fair market environment [2][4] - The recent initiatives by MIIT mark a transition for the photovoltaic industry from "incremental expansion" to "stock optimization" [5] Group 2: Renewable Energy Growth - China's renewable energy generation is expected to maintain rapid growth, with a projected generation of 1.84 trillion kilowatt-hours in 2024, a 25% year-on-year increase, contributing over 60% to the overall power generation growth [6][7] - By the end of 2024, China's cumulative renewable energy installed capacity is anticipated to reach 1.41 billion kilowatts, accounting for 42% of the total installed capacity, surpassing coal power [7] - The growth in renewable energy capacity and generation is crucial for increasing the share of non-fossil energy consumption, with projections indicating that by 2030, installed capacity for wind and solar power will need to reach at least 2.5 billion kilowatts [7] Group 3: Project Developments - A lithium salt production project by Zhongmin Resources in Jiangxi is set for expansion, with a total investment of 121 million, aiming to enhance production capacity and reduce costs [8] - The first phase of the Laos Mengsong 600 MW wind power project has commenced commercial operation, marking a significant step in cross-border renewable energy supply in Asia [10] - The construction of the Jiangxi Xunwu pumped storage power station has begun, expected to generate over 1.5 billion kilowatt-hours annually upon completion [12] Group 4: Policy Changes - The National Development and Reform Commission has introduced new regulations for fixed asset investment projects, integrating carbon emission evaluations into energy-saving reviews, effective from September 1 [15][18] - The new regulations aim to tighten approvals for high-energy-consuming projects, reflecting a shift towards a dual control mechanism for energy consumption and carbon emissions [14][19] - The regulations will require energy-saving reports to include carbon emission metrics, enhancing the scrutiny of projects that may impact regional carbon peak processes [20][21]
一周碳要闻：高耗能项目将实施碳排放双控审查（碳报第157期）
Xin Jing Bao·2025-08-01 07:52