Where is the opportunity for the new energy of the new energy?

Author:Jiang Han Vision Time:2022.06.26

Recently, the topic of new energy is endless. Facing the rapid development of the new energy market, the country's policy has begun to become larger and larger. In the face of the 530 New Deal that has just been released, what are the opportunities for new energy sources? Where is the place?

1. State release of 530 New Energy New Deal?

According to the Economic Reference Network, on May 30, the Development and Reform Commission and the Energy Bureau issued the "Implementation Plan on Promoting the High -quality Development of New Energy in the New Era". It has formulated seven major programs including innovating new energy development and utilization models, accelerating the construction of new power systems that adapt to the gradual increase in the proportion of new energy, support the healthy and orderly development of the new energy industry, and improve the financial and financial policy that supports the development of new energy.

On May 31, the State Council issued a notice of the "Policies and Measures on the Economic Praise" (hereinafter referred to as the "Measures"), and put forward priority consideration to incorporate new infrastructure and new energy projects into the scope of support; optimize new energy vehicle charging piles ( Station) Investment and construction and operation model, gradually realize the full coverage of all communities and operating parking lot charging facilities, and accelerate the construction of charging piles (stations) in regional charging piles (stations) in highway service areas and passenger transport hubs.

2. Where is the opportunity for new energy?

Faced with this continuous new energy and new policy at the end of May, the further ventilators of the new energy market are actually appearing. The opportunity of new energy is actually gradually being recognized by the market:

First, new energy development will become an important direction in the market. In recent years, with the continuous rise of international oil prices, high energy prices have led to many problems. Even last year, some cities have also been pulled out. Therefore, in this case, the country can be described as painful and painful. Start the new energy industry. For the current new energy industry, because the blind horse ransom of the previous infrastructure construction has actually led to a certain degree of abandoning light and abandonment, so the current new energy layout is more scientific and more marketable in this circumstances. The possibility of long -term development, so for the current new energy market, the entire new energy industry will enter a relatively rapid development state, and the construction of new energy infrastructure in the future will gradually accelerate.

Second, the power system of new energy will become the focus of investment. For the current entire new energy industry, how to promote transmission and networking has become a bottleneck of market development. Under such circumstances, more and more new energy industry layouts have begun to change in the direction of investment in power systems. The acceleration of system construction will further promote the development of the market, especially the construction of smart grid will further promote the market process.

Third, the development of energy storage business will have the possibility of overtaking curve. We have seen that in the recent period, more and more market participants have begun to lay out a large -scale layout of energy storage markets. Energy storage has played a decisive role in the advancement of new power systems. High becomes the key to restricting the development of energy storage scale, and with the gradual improvement of policies, the advantages of the energy storage market have begun to become more and more obvious.

Fourth, new energy infrastructure will be more valued than cars. At present, the entire Chinese new energy vehicle market is in a golden period of high -speed development, but the new energy vehicle market is actually many participants, and the phenomenon of excess market is more common. Under such circumstances, the infrastructure such as charging piles is insufficient. Both charging piles and power stations are industries with relatively prospects for market development. In the future, gold rush is not as good as selling water, so there are no chance of new energy opportunities.

Therefore, under the support of a series of policies, the new energy industry will further enter the stage of deepening development, and it may be more important to find opportunities.

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