[Ecological Environment Week Observation] Shanghai fully promotes “photovoltaic +” applications in buildings; Henan implements toll-free policy for hydrogen energy vehicles; my country’s new energy storage installed capacity exceeds pumped storage capacity for the first time

【Ecological Environment Week Observation】It is a special weekly report product owned by GuShiio.com. It aims to present the most important policies, events, discussions, and data in the global ecological environment field to readers every week, and use the most real and cutting-edge information to capture the small and important things around us. Change. The world is cold and hot, and the vision lights up the future.

policy

• “Implementation Opinions on Building a Beautiful China Pioneer Area”officially released

On January 15, the General Office of the State Council issued a notice forwarding the “Implementation Opinions on Building a Beautiful China Pilot Area” of the Ministry of Ecology and Environment. Relevant documents pointed out that at the regional, provincial, city and county levels, focus should be placed on promoting green and low-carbon development, Promote goals and tasks such as fundamental improvement of the ecological environment, strengthening ecological protection and restoration, building a solid bottom line of ecological security, and deepening the reform of the ecological civilization system, and build Beautiful China Pilot Areas in different levels and categories. A number of practical innovation and institutional innovation results will be formed by the end of 2027. The “Implementation Opinions” also make arrangements to accelerate the construction of the Beijing-Tianjin-Hebei collaborative pollution reduction and carbon reduction and ecological restoration demonstration zone; promote the construction of a green and low-carbon development demonstration zone in the Yangtze River Basin; and promote coordinated protection and governance in the upper, middle and lower reaches of the Yellow River Basin. Among the relevant requirements for promoting green and low-carbon development, the “Implementation Opinions” clearly mentioned that we must strictly adhere to the three control lines and improve the control of land and space use. Strengthen the application of ecological environment zoning management and control results, and form a number of typical cases and management practice models. Carry out dual control of the total amount and intensity of carbon emissions. Vigorously promote the innovative application of green and low-carbon technology and build a green manufacturing system and service system. Optimize and adjust the transportation structure and accelerate the application of standardized multimodal transport equipment, new energy vehicles, and construction machinery. Strengthen the conservation, intensive and efficient use of various resources, accelerate the implementation of energy-saving projects in key areas, strengthen dual control of total water use and intensity, and build a waste recycling system with comprehensive coverage, efficient operation, and standardized and orderly operation.

• National Water Conservancy Work Conference emphasizes addressing extreme weather challenges

From January 13 to 14, the National Water Conservancy Work Conference was held in Beijing. Among the key work arrangements for 2025, the meeting proposed to do a good job in eight aspects, including: (1) improving the flood and drought disaster prevention system;(2) building a national water network engineering system;(3) improving the recovery of rivers and lakes ecological environment governance system;(4) Improving the digital twin water conservancy system;(5) Establishing and improving the water conservation system and policy system;(6) Improving the water conservancy science and technology innovation system;(7) Improving the water governance system, mechanism and legal system;(8) Improve the system of comprehensive and strict party governance. In particular, the meeting emphasized the need to deeply understand the severe challenges brought by the increase in extreme weather events, maintain a high degree of vigilance against extreme weather situations, maintain a clear understanding of existing water disaster prevention capabilities, coordinate high-quality development and high-level security, and accelerate the promotion of flood control safety systems and capabilities., and firmly grasp the initiative in responding to extreme weather challenges.

• Shanghai fully promotes building photovoltaic + applications

On January 14, the Shanghai City People’s Government issued the task division plan for the “Implementation Plan for Shanghai City to In-depth Implementation of the Five-Year Action Plan for the New People-oriented Urbanization Strategy.” It clearly states that building photovoltaic + applications will be fully implemented, more than 40 million square meters of energy-saving renovation of existing buildings will be completed, and new office buildings of state agencies and large public buildings will be built in accordance with the three-star standard of green buildings. On January 15, the A-share photovoltaic equipment sector ushered in a long-lost general rally. The market generally believed that the increase was related to the photovoltaic support policies introduced by Shanghai and other places.

• Henan implements policy of exempting hydrogen energy trucks from road tolls

According to the Paper News report, the Henan Provincial People’s Government recently issued “Several Policies and Measures to Promote the Economic Start in the First Quarter of 2025”, which clearly states that from January 25 to December 31, 2025, hydrogen energy trucks passing through Henan Province toll roads will be exempted. At the same time, a 30% discount on tolls will be implemented for electric trucks passing through Henan Province toll roads during this period. According to statistics from the Zhongguancun Hydrogen Energy Industry Alliance, since last year, hydrogen energy support policies have been introduced one after another in various parts of the country. Including Henan Province, seven provinces have introduced policies to reduce and exempt hydrogen energy vehicle tolls across the province.

event

• my country’s new energy storage installed capacity exceeds pumped storage capacity for the first time

According to data released by the Zhongguancun Energy Storage Industry Technology Alliance on January 15, as of the end of 2024, the installed capacity of new energy storage in my country has reached 78.3GW/184.2GWh, exceeding the cumulative installed capacity of pumped storage by traditional energy storage methods for the first time in history. At the same time, in 2024, my country’s new energy storage will be put into operation by 43.7 GW/109.8 GWh, with year-on-year growth rates of 103% and 136%, respectively. The number of newly put into operation projects will increase by 182% year-on-year, maintaining a high growth rate. In addition, in terms of long-term energy storage, which is of great concern to the market, new energy storage projects over 4 hours will increase significantly in 2024, with a year-on-year growth rate of 45%.

• ExxonMobil increases investment in low-carbon business

According to an article published by Financial Magazine on January 15, ExxonMobil, the largest oil company in the United States, is increasing its investment in low-carbon businesses. The company’s recently released 2030 development plan shows that between 2025 and 2030, ExxonMobil will invest up to US$30 billion in low-carbon emissions business, accounting for up to 15%-18% of the total expenditure plan. In 2023, the planned investment amount of low-carbon investment business from 2022 to 2027 will be US$17 billion, and US$20 billion in 2024. In contrast, the investment plan announced this year has a significant increase.

• Europe’s leading hydrogen energy company shuts down electrolysis cell production line

According to Caixin.com, on January 13 local time, Nel Hydrogen, Europe’s leading renewable energy hydrogen production company, announced that due to business growth and order volume falling short of expectations, and multiple customer projects being seriously delayed or facing the risk of cancellation, resulting in insufficient demand, the company will suspend production at its green hydrogen electrolysis cell plant on the Norwegian Sea Peninsula and lay off approximately 20%. After the news was sent out, the company’s share price plummeted 20.8% that day. The report also pointed out that Nel Hydrogen’s judgment is not an isolated example in the industry. German power giant Uniper and other companies have also recently warned about the difficulties facing the hydrogen energy industry. Overall, market demand fell short of expectations and project economics were insufficient, resulting in a slowdown in the development of green hydrogen projects in Europe and worrying prospects.(This article is launchedtoGuShiio.com Stock Market Smart APP, author|Hu Jiameng, editor|Liu Yangxue）