Before the start of the Two Sessions, the sky was pretty good, but after a day of meetings, it didn't work, "said Ma Huateng, a National People's Congress representative and chairman of Tencent's board of directors, in his opening remarks during the Guangdong delegation's group discussion on the afternoon of March 6th, which resonated with many delegates.

Under the urgent pressure of air pollution control, the role of new energy sources such as solar energy and natural gas is becoming increasingly prominent. At the same time, overcapacity in solar energy and inadequate supporting facilities have become constraints, and high natural gas prices are also unbearable.

Amidst the dual challenges of air governance and solar photovoltaics in the cold winter, clean coal combustion technology is nurturing new business opportunities.

The road is winding and the future is bright

Faced with the high pollution and emissions caused by traditional coal combustion, representatives and members attending the two sessions hope for the rapid development of new energy.

Hu Shuhua, a member of the National Committee of the Chinese People's Political Consultative Conference and deputy director of the Hubei Provincial Economic Commission, told International Business Daily reporters that China has always relied on fossil fuels in the past, and its external dependence on oil is also increasing. New energy is an important strategic direction for the future. Although the proportion is not high now, we must firmly grasp the direction and drive the progress of related technologies. China has leading advantages in solar energy, wind energy, thermal energy, tidal energy, nuclear energy, etc. Especially in solar energy, our materials and application technologies are very good, "said Hu Shuhua.

But new energy has encountered embarrassment in its development.

Taking solar energy as an example, Chen Yuan, Chairman of the China Development Bank, recently stated during his attendance at the first session of the 12th National People's Congress that the bank plans to reduce the risk of loans in the solar energy industry this year and will control new loans to solar energy enterprises. According to a research report by SEMIChina, it is predicted that the global solar module market will experience a 20% overcapacity in 2013.

Overcapacity of solar energy means intensified competition, and the direct impact on enterprises is the dilution of profits, causing a significant blow to their confidence. In addition, with the frequent drop of trade protection measures, domestic solar photovoltaic companies are trembling in the cold winter of the industry.

National People's Congress representative and Chairman of Guangdong Baolihua New Energy Company, Ning Yuanxi, told International Business Daily reporters that although the country has introduced measures to encourage distributed solar power generation, there are still issues such as supporting industrial policies, determining industry investment standards, and controlling technical standards during the construction process. For example, the current construction of distributed power generation mainly involves installing solar products on the exterior walls and roofs, but who owns the property rights of the land and building exterior walls? How do these issues match the Property Law? In addition, the construction quality also involves the Building Law. Grid management also involves how to connect to the grid, how to dispatch, how to sell surplus electricity to the grid, and how to set the price

Although there are many obstacles, the two representatives firmly believe that developing the new energy industry is a must go path with no turning back.

Hu Shuhua is not worried about the situation of overcapacity in solar energy production. In industrial development, overcapacity is normal. This overcapacity needs to be avoided through market regulation

Ning Yuanxi also stated, "The new energy industry is undoubtedly a direction and trend, with ample space."

Breakthrough of Clean Coal Combustion

Ning Yuanxi said that China is still a country with more coal, less oil, and less gas, with 70% of its electricity being generated by thermal power. This situation cannot be changed in the short term. On the path of seeking new energy, he chose to establish his energy kingdom with coal gangue as a breakthrough point.

Coal gangue is a solid waste discharged during the coal mining and washing processes. In Meizhou City, Guangdong Province, where Ning Yuanxi's Heshuyuan Power Plant is located, the total reserves of abandoned coal gangue reach 280 million tons. What Ning Yuanxi likes to do is to turn coal gangue into treasure.

Ning Yuanxi introduced that by utilizing a large amount of coal gangue and blending it with low-heat coal for power generation, the sulfur dioxide produced during combustion is directly desulfurized in the furnace without the need for additional installation devices or denitrification devices. This is because compared to the combustion temperature of over 1000 degrees Celsius for conventional coal powder combustion, the low-temperature combustion method only requires 800-900 degrees Celsius. Therefore, the amount of nitrogen oxides generated is very low, directly meeting the national nitrogen oxide emission standards.

In addition, Ningyuanxi also converts the ash generated during coal power generation into bricks, further extending the production chain of new energy production methods. From then on, a circular economy industrial chain for the comprehensive utilization of coal gangue and clean power generation of new building materials (ash bricks) was formed.

At present, the company has the world's largest single unit and the first domestically owned 300000 kilowatt circulating fluidized bed unit with completely independent intellectual property rights. It was put into operation for power generation in 2010, and its operating revenue is expected to increase by 140 million yuan in 2013.

In addition, according to the Implementation Rules for Energy saving Power Generation, the grid ranking of resource comprehensive utilization power generation units using coal gangue as fuel will also be superior to traditional thermal power units. Benefiting from the long-term turning point of coal prices, the implementation of environmental protection policies for desulfurization and denitrification, and the growth of installed capacity, Baoxin Energy has entered the most beautiful time in the company's development history, "commented Xingye Securities on Baolihua New Energy Company.