一周碳要闻:工信部出手 风电装备迎规范条件(碳报第172期)
Xin Jing Bao·2025-11-21 11:32

Policy Developments - The Ministry of Industry and Information Technology (MIIT) is soliciting opinions on the "Wind Power Equipment Industry Norms" to promote sustainable development in the wind power equipment manufacturing sector [3][18] - The newly released national standard for "Recycled Materials in Household Appliances" will take effect on May 1, 2026, aiming to regulate the use of recycled materials and promote green development in the industry [4][18] Carbon Emission Management - The Ministry of Ecology and Environment has announced that the steel, cement, and aluminum industries will complete their first carbon emission quota compliance by the end of this year, marking their entry into a carbon trading compliance mechanism [5][6] - The central government has initiated ecological and environmental protection inspections in major energy companies, signaling a commitment to high-level ecological protection and the green transformation of the energy sector [7][18] Energy Projects - The National Development and Reform Commission has approved five flexible power interconnection projects, with a total investment of 24.4 billion yuan, aimed at enhancing inter-provincial power support capabilities [8][18] - China's first high-pressure natural gas long-distance pipeline pressure recovery power generation project has commenced operation, utilizing excess pressure during gas transmission to generate clean electricity [9][10] - The highest-altitude wind power project in China has been connected to the grid, with a total installed capacity of 60 MW, expected to supply clean energy to approximately 120,000 households annually [11][18] Ecological Initiatives - Major ecological protection and restoration projects in the Tibetan Plateau are projected to add approximately 30 million tons of carbon sinks annually, contributing significantly to the country's carbon neutrality goals [12][13] Market Trends - The "Shan Electric into Anhui" ultra-high voltage project has been completed, expected to deliver over 36 billion kWh of electricity annually, with more than half from renewable sources [15][18] - The Yangtze River Delta region has exceeded its annual electricity interconnection target of 180 billion kWh, reflecting a growing trend in electricity market integration [16][18] Industry Insights - The MIIT's new norms for the wind power equipment industry aim to enhance quality control and innovation, encouraging manufacturers to adopt green and intelligent technologies [3][19] - The wind power sector is showing signs of recovery, with increased prices and improved profit margins expected in the coming years, driven by a reduction in costs and enhanced operational efficiency [22][18]