Industrial Structure Adjustment Catalogue New Energy Launched on June 1

The National Development and Reform Commission recently revised and issued the “Guidance Catalogue for Industrial Structure Adjustment (2011 Edition)”. The new catalog will be formally implemented on June 1st, and the “Guidance Catalogue for Industrial Structure Adjustment (2005 Edition)” will be repealed at the same time. The Economic Reporter’s inventory of the 1,399 new catalogs found that compared to the 2005 edition, the 2011 catalog added 14 categories of new energy, urban rail transit equipment, and public safety and emergency products. It can be said that new contents such as strategic emerging industries, environmental protection, and comprehensive utilization of resources have become the highlights of the new edition, and “low-carbon” has also become a major theme throughout the catalog.

“From the contents of the new catalog, the newly added new energy and other industries are clearly listed in the encouraged category, which will undoubtedly effectively stimulate the development of related industries.” On the 8th, GF Securities Investment Consultant Zhang Dongliang analyzed the reporter and said, “Because this directory It is an important basis for the government to guide investment directions, manage investment projects, and formulate and implement fiscal, taxation, finance, land, and import and export policies."

“Leading” structure adjustment This new catalog maintains the classification characteristics of the 2005 edition and is still divided into encouraged, restricted and eliminated categories, of which 750 are encouraged, 223 are restricted, and 426 are eliminated. New energy, public safety and emergency products have become the “key words” for newly encouraged industries.

As Zhang Dongliang said, as the most important guiding document for industrial investment, the “Guidance Catalogue for Industrial Structure Adjustment” is closely related to preferential policies in credit, land, electricity and other aspects.

According to the reporter's understanding, for encouraged investment projects, all financial institutions should provide credit support in accordance with the principle of credit. For newly-built projects that are restricted, investment management departments shall not approve, approve, or put on record, and all financial institutions may not issue **. Land administration, city planning and other departments may not handle the relevant procedures. For phase-out projects, all financial institutions should stop all forms of credit support and take measures to recover the issued **.

"In the future, the new energy industry will develop rapidly after receiving support from encouraging policies, and at the same time, it will also encourage restricted industries to increase production technology, thus stimulating the development of the entire low-carbon economy. Compared with the 2005 version, new energy projects will be added at the same time. Small thermal power plants and coal-fired generating units were placed under the category of restrictions, indicating that the importance of new energy sources has been further strengthened.” Dr. Yu Peng from the management of Shandong University analyzed with the reporter. The new catalog represents a new direction for the restructuring of the 12th Five-Year Industrial Structure.

In recent years, China’s economic and social development has significantly improved, but problems such as the irrational structure and extensive development mode that has long plagued economic development have not been fundamentally resolved. Therefore, from the perspective of the revision of the new catalog, it is obviously intended to promote industrial restructuring and optimization and upgrading.

The new list of “encouraged nuclear power” to release positive signals can be found, and there are a total of 10 new energy sources. Solar thermal power generation and heat collection systems, wind power and photovoltaic power generation complementary system technology development and application have become new support projects. It is worth noting that the new catalog also proposes "encouraging the construction and technological development of advanced nuclear reactors." This is interpreted by the industry as a positive signal for the nuclear power industry, and it seems to indicate that a new round of nuclear power project approvals will begin again.

The new edition of the “Catalogue” has not changed the items that encourage the “Nuclear Power Plant Construction”, but has added items such as “Retirement of nuclear facilities and radioactive waste treatment” and “Non-life and decommissioning technology and equipment of nuclear power plants”. "As a framework document, this means that the country's development direction and attitude towards the nuclear power industry have remained basically unchanged, and at the same time, it has also taken precautionary measures for the treatment of radioactive waste," said Zhang Dongliang.

The reporter noted that recently the media quoted an official from the National Energy Administration as saying: “If there is no other change, it will not be a problem to resume the approval of new nuclear power projects in August.”

According to the National Nuclear Power Development Plan, China’s goal during the “12th Five-Year Plan” period is to have 30 or so nuclear power units put into operation, nuclear power installed capacity of 40 million kilowatts, annual nuclear power generation of 320 billion kwh, and nuclear power accounting for 2.2% of primary energy consumption. .

“From the information presented in the 'Twelfth Five-Year Plan' and the new catalogue, nuclear power is still irreplaceable and encouraged. At the same time, wind power, photovoltaic and other industries urgently require technological progress. Although the new energy industry is ', but its growth into the backbone of the energy structure still needs to work hard.' Yu Peng said.

Looking at the contents of the new catalog, the newly added industries such as new energy are clearly listed in the encouraged category, which will undoubtedly effectively stimulate the development of related industries. From the contents of the new catalog, new industries such as new energy are clearly listed in the encouraged category. No doubt will effectively stimulate the development of related industries (Editor: Li Yusi)