The main content of the government work report
1. the economic growth target desalinates the growth rate, and the quality is preferred. The government work report in 2018 set the economic growth target to "about 6.5%" which was equal to the 2017 target, and no longer mentioned "striving for better results in actual work", but included the unemployment rate and macro leverage rate of urban survey into the expected target for the first time. Highlighting employment orientation can help to set the growth target reasonably, and avoid credit and investment impulse caused by excessive pursuit of economic growth. "The basic stability of macro leverage ratio" has been formally included in the government work objectives, and the prevention of financial risks will be the focus of the government work.
2. the active financial strength is weakened and the structure of financial expenditure is optimized. The budget deficit in 2018 is 2.38 trillion, which is the same as that of 2017, with a budget deficit rate of 2.6%, down by 0.4 percentage points compared with 2017. However, considering that the excess of fiscal revenue in 2017 is carried forward to the arrangement expenditure in 2018, the actual deficit rate is expected to maintain at about 3%. Under the constraints of deficit size and tax reduction and cost reduction, fiscal expenditure emphasizes "gathering efforts and increasing efficiency". In 2018, the fiscal policy paid more attention to the optimization of expenditure structure, increased support for the three key battles, and more inclined to innovation driven areas, agriculture, rural areas, people's livelihood and other fields.
3. monetary policy emphasizes moderate tightness and no longer sets M2 growth target. The tone of monetary policy in 2018 is still stable and neutral. Compared with the 2017 government work report, this time, it emphasizes "moderate tightening", and no longer sets specific targets for M2 and social financing scale growth, but requires "reasonable growth" on the basis of managing the main monetary gate. Under the background of the increase of endogenous currency and the gradual change of monetary policy regulation to price type, M2 becomes less controllable and M2 growth will gradually fade out of the policy objectives. In addition, the report also pointed out that "we should make good use of differentiated reserves and differential credit policies", strengthen the guidance of credit structure and support the real economy.
4. supply side reform focuses on the shortage of board and cost reduction. In 2018, the government's work objectives still ranked first in supply side reform, with emphasis on the two points: making up the short board and reducing costs. The measures include: first, the development and growth of new kinetic energy; the second is to speed up the construction of a manufacturing power; third, to continue to break down the invalid supply; fourth, deepen the reform of "release management services"; fifth, further reduce the tax burden of enterprises; and sixth, reduce the non tax burden of enterprises. With the marginal strength of "three deletions" weakened, the focus of supply side structural reform in 2018 has changed, mainly focusing on the reduction of tax and tax cuts and new driving forces for development and growth.
5. vigorously implement the strategy of Rural Revitalization and regional coordination. The government work report clearly put forward the development of "Internet plus agriculture", increasing the requirement of newly increased standard farmland more than 80 million mu, and exploring the reform of the "three rights" division of homestead. Around the regional development, the paper proposes to deconstruct Beijing's non capital functions, build xiong'an new area with high starting point and high standard, and issue the implementation of the development plan of Guangdong, Hong Kong, Macao and Dawan district. In 2017, the "solid promotion of new urbanization" was transformed into "improving the quality of new urbanization", and the goal of entering the city to settle down was 13million, and urbanization and Rural Revitalization were advancing simultaneously.
6. people oriented, benefit people's livelihood. The government work report in 2018 has specific requirements and arrangements for the issues of concern to the people such as employment, poverty alleviation, income, education, medical treatment, housing, social security, ecological environment and so on. It reflects the adjustment of the government's work focus after the main contradiction changes. How to meet the people's needs for a better life will be the focus of the government.
Main views on energy and power industry in the two sessions
1. reduce the price of transmission and distribution, and reduce the burden of general industrial and commercial price. The government work report specially proposes to reduce the charging and transmission and distribution price of power grid links, and the average price of industrial and commercial electricity will be reduced by 10%. At present, China has taken measures in government funds, transmission and distribution price reform, etc. through reducing the collection standards of national major water conservancy project construction fund and support fund for large and medium-sized reservoir migration, canceling the special fund for urban public utilities and industrial enterprise structure adjustment, and comprehensively completing the reform and approval of transmission and distribution price. This year, it is expected that the state will continue to reduce government funds, and may adopt the policy of reducing the on-line tariff twice; power grid enterprises will also effectively reduce electricity prices by optimizing the structure of the on-line electricity and increasing the proportion of market-oriented transactions. Shuyinbiao, chairman of State Grid Company and Secretary of the Party group, said the State Grid will implement the requirements of the government work report, further release reform dividends and reduce the burden of general industrial and commercial electricity prices.
2. accelerate the construction of clean energy development system. To promote the revolution of energy production and consumption and to build a clean, low-carbon, safe and efficient energy system is the key to win the battle of pollution prevention and control, and to promote the formation of a new pattern of harmonious development and modernization of human and nature. China is the world's largest country with clean energy installed and generated electricity, but the problem of clean energy consumption is still outstanding. Shuyinbiao, chairman and Secretary of the Party group of State Grid Corporation, proposed to continue to promote the upgrading and leapfrog development of grid technology, strengthen the ability of scientific and technological innovation and use new technologies to promote the development of new energy. Xi Guofu, chairman of Narui group, proposed that the global energy Internet helps to build new power systems and promote the development of clean energy. We should increase investment in innovation and adhere to innovation driven strategy. Caobeixi, chairman of Huaneng Group, proposed to coordinate the development of clean development of new energy and coal and electricity, and strengthen the top-level design and technical innovation on the demand side of power. Meanwhile, innovation is conducive to the development and utilization of new energy policies. Shiyudong, chairman of Sichuan power network, proposed to accelerate the development of UHV power grid and to transport rich clean energy in southwest to the load center in the Middle East. Zhangchuanwei, chairman of Mingyang new energy investment holding group, suggested that offshore wind power development be included as a national major strategy to meet the needs of people in the new era for a large number of clean energy for a better life.
3. accelerate the construction of charging infrastructure for new energy vehicles. In the government work report, new energy vehicles are mentioned twice: "promoting the development of new energy vehicles in Intelligent Manufacturing", "extending the preferential policies on new energy vehicle purchase tax for another three years to promote the end consumption of new energy vehicles". Compared with the development speed of new energy vehicles, the construction speed of charging infrastructure is obviously lagging behind, which restricts the user experience of consumers and the popularization of new energy vehicles. Xuheyi, chairman of BAIC group, proposed to accelerate the construction of infrastructure charging facilities. The deputy director of Zhejiang Hezhong New Energy Vehicle Co., Ltd. longyunzhou suggested that the charging pile facilities should be increased in the rural infrastructure construction, the electricity fee subsidy for the rural charging piles should be increased, and the subsidy policy for the purchase of new energy vehicles in rural areas should be issued. LAN Minbo, director of the Management Committee of Jinshan Science and Technology Park, East China University of technology, CHENHONG, party secretary and chairman of Shanghai Automobile Group Co., Ltd., zhoushanhong, chairman and Secretary of general branch of Jiangsu Wanshun Electromechanical group Co., Ltd., and wangyili, chairman of the board of China energy state power group, pointed out that the company has a strong influence on the development of the company, At present, the power battery used by electric vehicles, mainly lithium-ion batteries, should not be used when the capacity of the electric vehicle battery drops to 80% of the rated capacity according to the vehicle power use standard. The direct elimination of lithium-ion batteries will cause serious waste of resources on the one hand, on the other hand, if the recycling is not properly handled, it will cause new secondary pollution. It is suggested that the subsidy policy for echelon utilization of batteries should be further optimized, the recovery system and access mechanism of power batteries should be established, and the laws and regulations for the recovery of new energy vehicles' power batteries should be speeded up.
4. strengthen the construction of agricultural network and help fight against poverty. The government report proposes that this year, we should vigorously implement the strategy of rural revitalization, promote the overall development of rural undertakings, improve infrastructure such as water supply, power supply and information, and build and reconstruct 200000 km of rural roads. In order to achieve accurate poverty alleviation and poverty alleviation, improve the living standards of urban and rural residents, the infrastructure construction of electric power must be ahead. Shuyinbiao, chairman and party secretary of State Grid Corporation, suggested further strengthening the poverty alleviation efforts of Guangfu, inclining the construction plan of photovoltaic power plant to the poor areas, giving priority to the financial subsidies for photovoltaic projects to support the photovoltaic poverty alleviation project, so as to benefit more poor people; guiding and supporting state-owned enterprises to give full play to comprehensive advantages such as professional technology, increasing investment in funds and resources and actively participating We will play a major role in the fight against poverty with photovoltaic poverty alleviation. The National Committee member of the CPPCC and vice governor of Yunnan Province proposed that the construction of village level poverty alleviation power station should be combined with the implementation of Rural Revitalization Strategy in poverty-stricken areas. Through the construction of village level poverty alleviation photovoltaic power station, the conditions for poverty-stricken villages to carry out industrial poverty alleviation, develop collective economy and achieve accurate poverty alleviation should be created.
5. vigorously promote the reform of hybrid ownership system of electric power enterprises. The government work report pointed out that we should deepen the pilot reform of state-owned capital investment and operation companies, continue to promote the optimization and reorganization of state-owned enterprises and the reform of the state-owned enterprises' shareholding system, and promote the strengthening of state-owned capital, making it better and bigger. We will steadily promote the reform of mixed ownership. At the 2018 annual working conference held successively, seven central enterprises in the fields of power, oil, natural gas, railway, civil aviation, telecommunications, military industry and other fields have made clear the mixed reform plan. Among them, the power enterprises have the largest mixed reform strength and the most extensive coverage in 2018. At present, eight Central Enterprises of State Grid, southern power grid, China Huaneng, China Huadian, state power investment group, Three Gorges group, national energy group and China Power Construction Group have put forward the deployment of mixed reform in 2018.
6., strengthen one belt, one road international cooperation in energy and power fields. One belt, one road, is to be promoted in the government work report. Expand international capacity cooperation and drive China manufacturing and China services to go global. One belt, one road, is the important content of cooperation in the field of energy and electricity. One belt, one road, one belt, one road, has obvious supply gap. The energy and power investment, design and construction of the "one belt and one road" country has great potential. One belt, one road, should be taken into full play to bring China's advantages in energy resources and technological innovation into full play, and strengthen energy interconnection and promote the "going out" of related industries.
7. promote the revolution of energy consumption and vigorously promote the replacement of electric energy. To promote the revolution of energy production, we should vigorously develop new energy, which is an inevitable choice to improve the proportion of non fossil energy in China. To promote the revolution of energy consumption, we should vigorously implement the replacement of electric energy. The energy consumption per unit GDP of China can be reduced by 3 percentage points for every 1 percentage point increase in the proportion of power consumption in the end energy consumption. The comprehensive energy efficiency of China can be effectively improved by increasing the proportion of power consumption. Jiang Weiping, chairman of Tianqi Lithium Industry Co., Ltd., pointed out that the development of clean energy for power, the implementation of the policy of replacing electricity with coal by electricity, and changing the unreasonable economic growth mode and the current situation of energy development. Luxiaoguang, member of the National Committee of the CPPCC and vice chairman of the Hebei Provincial Committee of the CPPCC, suggested that a mechanism for sustainable development of coal replaced by electricity should be established to promote clean heating in winter in the north. Zhouhongyu, vice director of the Standing Committee of the Hubei Provincial People's Congress and professor of Huazhong Normal University, suggested that the North South heating boundary should be redrawn along the Yangtze River. In order to avoid the old road of damaging the environment caused by the northern heating, it is suggested that the state should actively consider the use of new clean energy such as nuclear energy, solar energy and shallow ground temperature energy when planning and building the central heating work in the south. Renyaping, member of the CPPCC, pointed out that accelerating the promotion of clean heating in the North has a solid foundation. The northern region has a significant resource advantage and has more power, so appropriate clean heating strategies can be adopted according to local conditions. Zhangfengbao, vice president of Tianjin University, proposed to strengthen the power substitution and promote the implementation of the re electrification strategy.
The development trend of the electric power industry in the future
1. the pressure of production and operation of electric power enterprises increases. The utilization hours of power generation in China have been decreasing year on year, and the price of raw materials is at a high level in recent years, so the cost of power generation is difficult to effectively dredge out, and the benefit of power generation enterprises is under pressure. A series of reform measures, such as the reform of the power selling side, the opening of incremental distribution network business, the power generation and utilization plan, the reform of transmission and distribution price, have brought new challenges to the construction and operation of the power grid. The function orientation, revenue mechanism and profit mode of the power grid enterprises have changed, and the operating pressure has increased. From the perspective of power generation enterprises, the power generation cost should be reduced through technical progress. Through strengthening operation management, strengthening cost and capital management, and improving production efficiency. From the perspective of power grid enterprises, we should reduce the operating and operating costs through management improvement and technological innovation, explore new business models and development formats, and improve the level of operation ability and the quality of power supply service. From the government level, we should consider the factors left over by the history of the power industry and cross subsidy, reasonably check the level of transmission and distribution price, and promote the healthy and orderly development of the power industry.
2. re electrification leads the development of energy cleaning. The fundamental way to realize energy transformation and build a new energy system is to re electrify. From the aspect of energy production, the new energy which is transformed into electric energy will replace the traditional fossil energy. From the aspect of energy consumption, electricity will replace fossil energy such as coal and oil. It will become the normal of the change of production and life style to meet various energy demands and improve the overall energy utilization efficiency through re electrification. With the further development of re electrification, the energy development pattern with power as the center and grid as the foundation platform will be increasingly prominent. Accelerating the construction of a strong smart grid with UHV as the backbone grid, building a new generation of power system, building a unified power market and improving market mechanism are the strategic choices for promoting the energy production and consumption revolution and promoting the clean transformation of energy.
3. new energy vehicles are developing rapidly under the "two wheel drive" of policy support and technological progress. Based on the consideration of energy security, environmental protection and manufacturing power, the new energy vehicle industry is still a strategic emerging industry in China in the future, and it is the key object of national support for development. At present, the development policy of new energy vehicles in China is relatively sound, and will be more systematic in the future. It will give policy support in the aspects of power cell research and development, power battery recovery, production cost difference subsidy, purchase tax deduction and right of way priority. With the support of systematic policies, the new energy vehicle ownership will continue to increase, and the growth of crude oil consumption and external dependence will gradually decrease, which will play an active role in ensuring China's energy security.
4. the reform of power system is further deepened and the power market system is constantly improved. China will reduce the cost of power consumption in real economy through the reform of transmission and distribution price, market-oriented transaction and tax reduction and reduction of fees. On the one hand, we will continue to improve the transmission and distribution price mechanism, steadily promote the reform of electricity price, carry out the pilot reform of bidding on grid and transmission and distribution price, promote the reform of sales price classification, and improve the pricing mechanism of hydropower, nuclear power and renewable energy generation. On the other hand, the scale of electric power market-oriented transactions has been greatly improved. We will continue to improve the medium and long-term power trading mechanism, further promote the construction of the power auxiliary service market, actively and steadily promote the pilot construction of the spot market of power, standardize the trading behavior of the power market, accelerate the reform of distribution and sale, improve the pilot supporting policies for incremental distribution business reform, and strengthen the market norms and guidance on the power sale side.
Author: energy and economic supply and demand Institute of State Grid Energy Research Institute Co., Ltd. Zhang Lili wushanshan Shan Shan Bao Guo
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