Blackbeaniedub

Men around the world are caught in a crazy photovoltaic grid consumption video

Tue, 10 Jan 2023 22:01:27 +0800

At present, due to the practical problems of thermal energy, gas, hydroelectric, wind energy and biomass energy in our country, additional energy structure, lack of unified planning and deployment, slow progress of flexibility in thermal energy conversion, and lack of coordination of existing devices, solar power The power plant is connected to the network, and the consumption problem is still serious.

On December 26, 2022, the National Energy Administration issued a Notice on the Publication and Distribution of "Administrative Measures on the Development and Construction of Photovoltaic Power Plants" (hereinafter "Measures"). "Measures" are effective from the date of issue and are valid for 5 years. "Interim Measures on Solar Power Plant Project Management" (Guoneng Xinneng [2013] No. 329) is repealed at the same time.

Recently, with the development of solar technology, cost reduction, and the goal of carbon neutrality being presented, the development environment of the solar industry is undergoing a great change. The problem of consumption caused by the increase in power has become more and more visible, and the price of the solar industry has changed a lot... Power plants should be addressed through policy. It's more suitable for actual development.

According to the director of the National Energy Directorate, the purpose of the "measure" is to standardize the development and management of solar power plant construction and promote the sustainable, sound and high-quality development of the solar power industry.

Large wind and solar power plants bear the heavy responsibility of regulating the energy structure.

In recent years, domestic solar power plant construction and market structure have undergone dynamic changes.

“In the early days, the construction of solar power plants mainly depended on reserve resources. Later, due to limited consumption in the northwest region and a decrease in industrial technology costs, solar power was distributed to land power plants and coastal areas in the central and eastern regions. At the same time, large-scale solar power generation bases and With the expansion of policy support, distributed solar power will be the key point for the growth of the solar power market in 2022.” Co., Ltd. (hereinafter referred to as Samgyo Energy) said in an interview with a reporter of the newspaper ‘Science and Technology Daily’ that ‘Infinite Landscape The construction of large-scale bases equipped with 'has a great responsibility in regulating China's energy structure.

The northwestern region of our country is rich in solar energy resources and has obvious advantages in new energy development, but due to relatively backward economic development, the local market has limited consumption capacity, and some regions in the central and eastern regions have concentrated loads. and power demand.

Yang Benjun said that most of the first and second parts of the new energy station introduced by "Shagehuang" have collected and transmitted new energy through the relevant transmission channels. While promoting regional economic development, the energy structure was adjusted and excellent resources were converted into movement promotion. Korea's low-carbon green power generation energy.

According to the latest statistics from the State Energy Administration, in the first 11 months of 2022, China deployed approximately 65.7 GW of solar capacity and 22.5 GW of wind capacity. China's total installed solar capacity will reach 490 GW by the end of 2023, with wind capacity reaching 430 GW, according to China's National Energy Administration.

Everyone ignores the key to the survival of waste into "gold", and the whole world collapses!

Tue, 10 Jan 2023 22:00:35 +0800

Junger's current banner is "There is no coal on the road and no dust on the leaves." From the "invasion" of clear water and green mountains to the nutrients of the ecological environment, Zhunger Banner emphasizes environmental priorities and green development, and continues to research and develop a comprehensive solid waste industry. For real money here, really realize industrial prosperity and great win ecosystem.

In mid-winter, 15 arms and non-metallic companies located in Jeonggeo Economic Development Zone, Ordos City, Inner Mongolia, are operating in earnest, celebrating the peak season for production and sales. Solid industrial wastes such as gangue and fly ash have been processed and reused as new non-metallic materials such as microcrystalline balls, mullite and foundry sand.

The Dzungar banner is located in the city of Ordos, which is rich in mineral resources. Coal mining and sales account for more than 1/3 of the city of Ordos, and its heating capacity is more than 1/4 of Ordos territory and coal. The chemical production capacity accounts for more than a quarter of Ordos City. It is an important base for national energy production and production, a coal energy base and a coal chemical industrial base. The exploitation and exploitation of underground resources has contributed positively to Dzungar's sustainable economic and social development, but traditional wide-area mining methods have resulted in resource waste and a precarious imbalance in the ecological environment.

Today, however, Jungeer's flag is "no coal on the roads, no dust on the leaves". From the "invasion" of clear water and green mountains to the nutrients of the ecological environment, Zhunger Banner emphasizes environmental priorities and green development, and continues to research and develop a comprehensive solid waste industry. For real money here, really realize industrial prosperity and great win ecosystem.

Let the air-polluting coal make a beautiful revolution

Coal gangue is a by-product of processing coal resources and has always been considered a waste that pollutes the environment. Coal mining continues to intensify in Junger Economic Development Zone, and its products "flow into the sea" and become coal. Garbage. New products in the field of aviation and navigation materials.

Earlier this year, Inner Mongolia Shengyue New Material Technology Co., Ltd. (hereinafter referred to as Shengyue New Material) is located in Zhonghe Industrial Park, Zhonghe Economic Development Zone, and has officially launched an annual production refractory project. from 100,000 tons. At the company's production facility, coal fragments from industrial waste are processed into high-quality raw materials through processing processes such as crushing, crushing, and high-temperature firing, and are shipped nationwide. "The project mainly uses solid coal waste as a raw material for the production of fine sand, mullite, refractory bricks and other products. These products are used in industries such as military, aerospace, automotive, shipbuilding and investment casting." Shengyue New. Yu Rendong, Vice President of Materials of the General Director, was introduced.

According to the report, waste-rock is a serious cause of air pollution. During transportation and collection, dust particles are formed, and when the wind speed exceeds 4.8 m/s, the particles fly up and float into the air. . , small particles of heavy metal elements such as chromium, cadmium, copper and arsenic are inhaled into the lungs, causing bronchitis, emphysema, pneumoconiosis and other diseases and even cancer. Coal dust is also a "killer" of water sources, farmland, forest and grassland vegetation, and is prone to self-igniting when accumulated over a long period of time. Rich in coal reserves, the Junger Basin produces more than 30 million tonnes of gangue annually.

The secret to getting rich is the net purchase of nearly 28 billion yuan by northbound funds

Tue, 10 Jan 2023 21:58:56 +0800

During the five trading days (January 3 to January 9) since the beginning of the year, the A-share market showed a volatile upward trend, and northern funds continued to flow into A-shares as risk appetite gradually recovered. A total of about 280 billion won of net purchases supported the rise of A-shares. By the end of January 9, the Shanghai Composite Index had risen 2.81% over the past five trading days, marking its fifth consecutive gain. The Shenzhen Component Index increased by 3.94% during this period. The ChiNext index is up 3.99% during this period. .

Industrial Securities says Chinese assets will be the cheapest in 2023 in terms of global asset allocation. Behind the net inflow of funds from the north, there is a 'good start' effect due to the inflow of foreign funds at the beginning of the year. More importantly, current market concerns about the economy, Fed rate hikes, and other factors are easing and are certain to improve.

Market analysts said three main factors contributed to the rapid return of foreign capital to A-shares. First, China's economic stability is excellent. According to the National Bureau of Statistics, from January to November 2022, the operating income of large-scale industrial enterprises nationwide reached 123.96 trillion yuan, an increase of 6.7% over the previous year. The added value of industrial enterprises increased by 3.8% compared to this year. The National Economic Research Center of Peking University predicted that in 2023, the annual growth rate of added value of industrial enterprises above fixed scale could be stable and moderate, and the annual growth rate would be stable throughout the year. It may be around 6.5%.

Second, the renminbi has recently appreciated moderately, making Chinese assets even more attractive. In the five trading days since the start of 2023, the renminbi's central parity exchange rate has maintained its "five consecutive gains" against the US dollar. Data showed that on January 9, the renminbi's central parity ratio against the US dollar increased by 647 basis points to reach 6.8265.

Third, in terms of investment value, the valuation of A-shares is still at a world-wide low level. According to data, as of the end of January 9, the stock's recent dynamic price-to-earnings ratio was 16.70x, and the Shanghai Composite Index and Shanghai-Shenzhen 300 Index's latest dynamic price-earnings ratio was 12.63x. times and 11.63 times, both lower than the evaluation level of major overseas indicators during the same period.

Xia Fengguang, manager of Rongzhi Investment Fund, a subsidiary of Paipai.com, told reporters that overall A-share values were at a low level and continued inflows from Northern funds showed that foreign investment in Chinese assets was briskly growing.

[Blackeaniedub] 10 cruel life insights that affect the supply and demand of iron ore in your life

Tue, 10 Jan 2023 21:57:40 +0800

After maintaining a relatively strong market across the board over the past two months, recent volatility in iron ore futures prices continued to correct the 2305 core iron ore futures contract on January 6 and 9, 2023.

Many analysts told "Securities Daily" reporters that soaring iron ore futures have been halted. This indicates that the mid-term rally is over. And according to the past trend, the price below 850 yuan per ton has become an acceptable cost. Prices in the market may have a little "wetness" above 850 yuan per ton, but iron ore futures prices are expected to be very volatile this year or a major ton.

According to industry insiders, judging by the trend of futures in recent years. Iron ore futures are stable. And price and futures growth is lower than overseas indices and derivatives. This provides a tool to reflect on the market. Discover domestic macro regulatory requirements and reasonable prices in advance. Look, the "stabilizer" function is clearly working. In the meantime, as the steel industry promotes, tight iron ore supply and demand and constraints on overseas resources may change in the future.

The growth rate of the internal market is lower than that of the external market.

From November 3 to December 30, 2022, iron ore prices will soar. The settlement price of core iron ore futures rose from 613 yuan/ton to 858 yuan/ton, an increase of nearly 40% over the same period. $117.15/ton (950 yuan/ton) Qingdao Port 61.5% PB powder rose 33.9% to 854 yuan/ton (950 yuan/ton); 908 yuan/tonne), overall, the prices and growth rates of major iron ore futures contracts in the domestic market are lower than those of foreign indices and derivatives. And the futures price is also below the port's prime spot price.

Li Qi, a researcher from the Zhongyan Futures Investment Consulting Department, told reporters that the main reason contributing to the current rise in iron ore futures prices is the change in macro factors. This leads to a positive outlook for the market. “In early November of last year, markets were expecting the Fed to raise rates at a slower pace. And on international markets, iron ore prices have gone from falling to rising. With the domestic macroeconomic boom, policies such as real estate support overlay continued to be released, supporting the rise in iron ore prices.”

The National Development and Reform Commission announced on the 6th that it held a meeting to analyze and judge the market situation and iron ore prices due to the recent surge in iron ore prices after hearing opinions from industry experts. Market and Research Researcher on Partial Iron Ore Industry Reinforcement, Ore Price Regulation

2023 Global men caught in frantic PV capacity expansion ferocious video

Tue, 10 Jan 2023 21:56:45 +0800

Strong market demand has made solar power one of the most prominently grown industries in recent years. Over a period of time, the capacity of all aspects of solar production has continued to increase, especially for rapidly expanding solar cells.

In an interview with Securities Daily, many industry experts said that as the global carbon neutral trend accelerates, traditional companies as well as the solar industry are pouring cross-border capital. However, with the increasing expansion of production capacity, the end of production and the end of product are becoming the same, indicating that the photovoltaic industry is increasingly competitive, and opportunities and challenges will coexist in the future.

Rapid expansion of battery production capacity

Photovoltaic power generation is rapidly developing under the broad consensus of energy saving and carbon reduction. According to the China Solar Industry Association, there will be more than 480 solar expansion projects planned in China from early 2021 to November 2022. According to the target of the 2023 National Work Conference held on December 30, 2022, the installed capacity of wind power in our country will reach about 430 million kilowatts in 2023, and the installed capacity of photovoltaic power generation will reach about 490 million kilowatts. will reach The total will reach 160 million kilowatts.

In the context of “double carbon”, the share of passive energy consumption, such as solar power, increases, the cost of technological innovation decreases, and the economic benefits of solar power continue to improve, with high certainty. The increase in demand for installed capacity is relatively high.” Some officials in the photovoltaic industry said in an interview with reporters from the Securities Daily that the prospects and benefits of solar cell and module investment are better than this effect. Demand also creates opportunities for new investors.

The "Seoul Daily" reporter compiled public information, and in the past month, many listed companies have announced new investments and expansion plans. On January 9, 2023, Shijing Technology announced that it plans to invest less than 11.2 billion yuan in the construction of a 24GW high-performance N-type monocrystalline TOPCon solar cell project in Ninguo, Anhui Province. Aowei Communication, originally engaged in the production of telecommunication equipment, also announced on January 2, 2023 that it plans to establish a joint venture with Entropy (Shanghai) Energy Technology Co., Ltd. to invest in the construction of five. GW high-performance HJT solar cell projects and modules to form a sample of major sectors in the military and photovoltaic industry. On December 26, 2022, Hitech New Energy announced plans to increase investment in its subsidiary Tangshan Xingtai Photovoltaic Equipment Manufacturing Co., Ltd. by RMB 190 million for the construction of a 2GW solar module manufacturing project.

[Blackbeaniedub] The dumbfounding price of lithium carbonate fell below the 500,000 yuan mark

Tue, 10 Jan 2023 21:55:30 +0800

According to data released by the Shanghai Iron and Steel Association, on January 9, the price of some lithium battery materials fell, the battery lithium carbonate fell by 10,000 yuan/ton, the average price was 492,500 yuan/ton, and the industrial lithium carbonate price fell. The average price fell by 10,000 yuan/ton to 460,000 yuan/ton, and lithium hydroxide fell by 7,500 yuan/ton to 9,000 yuan/ton.

Industry insiders believe that in the future, the demand and supply pattern of lithium carbonate may be in a tight balance, and the decline in lithium carbonate prices is not yet over. This provides huge growth space for the middle and lower classes of the industry.

Falling prices create demand

In fact, from the end of November 2022, the price of lithium carbonate showed a continuous downward trend.

"The multi-day decline in lithium carbonate prices was largely driven by demand-side factors such as subsidy cuts for new energy vehicles, reflecting near-term market concerns about weakening end demand." Company representative Chen Li. The economist of Chuanzai Securities company accepted the "Securities Daily" newspaper correspondent in an interview.

Qu Yinfei, a lithium industry analyst at Shanghai Steel Union's New Energy Division, told Securities Daily: "The drop in terminal production has caused a change in market sentiment, with traders emptying warehouses and moving to lower prices. It's also an obvious trade play." Small and medium-sized enterprises (SMEs) are also selling goods, the market's spot reserves are growing, and the gap between supply and demand is widening, which will continue to drive prices down," he said.

In particular, from the perspective of the new energy automobile industry, the price adjustment of lithium carbonate is inseparable from the adjustment of supply and demand. "Current market demand is not very good," said Han Chang, a senior researcher at Pangoal Research, in an interview with a Securities Daily reporter. Regarding demand in the first quarter of 2023, downstream automakers and battery manufacturers are becoming more cautious in purchasing raw materials, which will lead to a market correction. "he said.

However, with the price of lithium carbonate falling, it is expected that the value of the new energy vehicle industry will continue to decline, creating opportunities.

According to Chen Li's analysis, the price of lithium carbonate has fallen, and the prices of key materials such as anodes, cathodes and electrolytes are also showing a clear decline, so demand for new energy vehicles is expected to recover and increase. . Energy storage could explode in the future, and medium- to long-term growth in the lithium battery sector is relatively high.

[blackbeaniedub] Watch this dumbfounding domestic price trend this year continues to be moderate

Tue, 10 Jan 2023 21:52:24 +0800

Wang Qing, senior macro analyst at Oriental Jincheng, forecast the CPI for December 2022 to be around 1.8% year-over-year, up slightly from last month's 0.2%.

Pork and fresh vegetables, which are the most flexible in terms of food, have left the opposite market, and demand for pork prices has declined significantly, said Won Bin, chief economist at Minsung Bank. As for the price of fresh vegetables ahead of their expiration date, the price of fresh vegetables and fruits rose significantly around the middle and end of December this year. Food prices are expected to rise slightly in December 2022.

“In the non-food sector, from the end of November 2022, crude oil prices will continue to decline and electricity bills will also fall significantly. Home rental, tourism, entertainment, education, and services to families are slow, and consumer goods are subject to seasonal and epidemic demand, such as clothing and Only pharmaceutical prices are expected to rise, and both fast-moving consumer and durable goods will weaken.” said Wen Bin. In general, CPI is expected to decrease 0.1% MoM and increase YoY in December 2022.

Chen Li, chief economist and research director at Chuancai Securities, said he expects the CPI to be around 1.8% in December 2022.

"In terms of CPI, food prices will increase slightly in December 2022, coinciding with seasonal increases in non-food prices at the end of the year, and the CPI will increase slightly year-over-year, at around 1.9%." CITIC Chief Economist Ming Ming judged.

AVIC Fund chief economist Dan Haykin remains concerned about rising inflation abroad and believes inflation rates in Europe and the US have remained high in recent decades. Relatively speaking, China's general inflation situation is stable and inextricably linked to implementing prudent monetary and credit policies and avoiding "flood irrigation" in China.

Regarding PPI, Wen Bin predicted that in December 2022, the annual decline in PPI will be significantly reduced, international commodity prices will fluctuate, and crude oil prices will stabilize at a low level. Natural gas supply and demand conditions were better than expected, causing prices to fall. In the face of weakening inflationary pressures from imports and lack of demand, prices for domestic manufactured goods are generally weaker than international market prices.

"Upstream energy continued to decline in refined oil prices, weak coal prices, but a rebound in natural gas prices and a general rise in metal spot prices. Raw pig and feed prices plummeted," said Wen Bin. The PMI producer price index for December 2022 was still low at 49.0%. 50% is an important line, but it was higher in November 2022. PPI is expected to decline 0.1% MoM in December 2022, with the full-year decline expected to be significantly smaller at 0.2%.

[Blackbeaniedub] 800,000 people around the world are crazy about the riots in Brazil

Tue, 10 Jan 2023 21:29:55 +0800

Works by famous artists were destroyed, many offices were attacked, tables and chairs were overturned, documents were scattered everywhere...

On January 8, local time, tens of thousands of protesters wearing uniforms carrying flags, slogans, and sticks invaded the Congress, the Presidential Palace, and the Federal Supreme Court, clashed with the military and police, and even stole military weapons. President's bodyguard.

This chaotic scene reminded foreign media of the violent attack on the US Congress two years ago. This time, however, it was not supporters of former US President Trump, but supporters of "Brazil Trump" who entered the offices of Brazilian national authorities and were injured.

Brazil's newly inaugurated President Lula mobilized emergency riots and so far more than 400 people have been arrested. Looking at the events, at least three interesting signals were sent, revealing the complexity of the political situation in the country.

First sign: the timing of the riots is interesting

Riots broke out in Brazil's capital, Brasilia. At the time of the accident, Brazilian President Lula was inspecting the damage caused by heavy rain in the state of Sao Paulo.

In an urgent speech, Lula strongly condemned the riots, condemning the seizure of government buildings by "fascists" and "fanatics" as "barbarism". Now returned to the wounded president's palace.

Lula promised to severely punish the rioters and exterminate his patrons from behind the scenes. He staunchly signed the Federal Security Intervention Act, strengthened security in Brazil's capital, and responded to its impact with a multipronged approach.

First, order the National Guard in Brazil to restore order.

Second, it orders a 24-hour closure of downtown Brazil, including major roads where administrative and government buildings are located, and declares that the area has entered a state of federal security intervention lasting until January 31. .

Third, replace the head of the local public security office and appoint Vice Minister of Justice Capelli as the new credential.

More than 400 people have been arrested for participating in the riots, according to the head of the Brazilian Federal District, Rocha. Brazil's Folha Sao Paulo said military police, federal police, armored vehicles and helicopters were deployed to evict protesters from the building, followed by tear gas, stun grenades and tear gas. Other...