Nuclear accidents or changes in the new energy landscape

“After the impact of the nuclear power plant crisis in Japan, China’s mid- and long-term development plan for nuclear power will be appropriately adjusted. Safety first will suppress the pace of positive development of nuclear power, and soundness will be the theme of the later period.” Zhou Xiujie, researcher of China Investment Advisor Energy Industry, told the Chinese economy Times reporter, nuclear power adjustment will inevitably trigger a chain reaction in the energy sector, and the proportion of clean energy will be redistributed.

According to the nuclear power related planning, by 2020, China's installed nuclear power capacity will reach more than 80 million kilowatts, and the proportion of nuclear power in the entire power industry will reach about 7%.

"According to the spirit of the State Council executive meeting, the approval of nuclear power projects will be suspended until the approval of the nuclear safety program." Zhou Xiujie analysis, in the short term, the launch of new nuclear power projects is a zero-probability event, site selection, project establishment, feasibility analysis and a series of nuclear power The construction of the project may enter a long and difficult downturn and may affect the realization of the “12th Five-Year Plan” nuclear energy planning goals.

Wen Hongyi, former director of the China Nuclear Energy Economics Committee, told the reporter that although the crisis of the Japanese nuclear power plant will affect the achievement of the mid-to-long-term goal of more than 80 million kilowatts of nuclear power installed capacity in 2020, it will not affect the long-term power of nuclear power in China. The important position in the structure and the general trend of development.

He believes that nuclear power will continue to develop on the premise of ensuring safety.

According to Shen Longhai, a senior adviser to the Energy Research Institute of the National Development and Reform Commission, the suspension of the approval of nuclear power projects is beneficial to the development of wind power and hydropower, and can provide a new growth space for the development of wind power and hydropower. He told the reporter that the gap between energy demand and energy-saving emission reduction needs other energy subsidies, and the development of wind power and hydropower will inevitably increase, and the development pattern of new energy will be affected.

"Compared with nuclear power, wind power and hydropower are relatively safe." Zhou Xiujie told this reporter that, first of all, even in the event of a disaster, wind power and hydropower have limited ecological damage. Second, China’s wind resources and water resources are abundant, and resources are relatively lacking. The reserves of resources are insufficient to match the needs of China’s nuclear power industry. Once again, China's hydropower technology is relatively mature and its capacity for hydropower infrastructure construction is strong. Nuclear power construction still faces a series of problems such as the mastery of core technologies and the utilization rate of domestically produced equipment. In addition, the hydropower-driven basin economy is very beneficial to local economic construction. For example, the western region has huge potential for water resources and is suitable for driving regional economic development while using water resources.

Goldwind Science and Technology (002202) related person in charge told this reporter that wind power does not exist as a serious security risk of nuclear leakage. The wind power industry in China has developed rapidly in recent years. In 2010, the newly installed capacity surpassed the United States and ranked first in the world. In the future, with the continuous progress of technology and the continuous decline in costs brought about by the industrial scale, wind power will continue to develop and become an important force in new energy.

"Beyond nuclear power, hydropower is currently the most technologically mature, market-competitive, renewable energy source that can be developed on a large scale." Analyst Han Qicheng of Guotai Junan Securities said that by the end of 2010, hydropower installed capacity was 213 million kilowatts, and the current development rate was 39%. It is much lower than the development of 60%-70% in developed countries, and there is ample room for development. Since the hydropower construction period is 5 to 10 years, the "12th Five-Year Plan" period must be the peak of hydropower construction.

However, Zhou Xiujie believes that although this disaster has had a certain degree of impact on the current development of nuclear power, due to the fact that China’s current share of nuclear power in the entire power supply structure is still far behind the world average level, nuclear power is very Large space for development, and the economic advantage of nuclear power is incomparable with other new energy sources. Therefore, maintaining the development of the nuclear power industry will remain a long-term goal.

“At present, it seems that the development of wind power and hydropower in China may accelerate, but wind power itself still has the problems of low technological innovation capability, lack of distribution capabilities, insufficient technology maturity, and low efficiency utilization. Therefore, the development of the wind power industry also needs to improve its technical strength. The large-scale construction of the water conservancy boom has been intensifying since 2010. However, due to ecological considerations, although hydropower construction continues to accelerate, it is unlikely that there will be expansionary development,” said Zhou Xiujie.

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