PDF《管理层讨论及分析》

01 协合新能源集团有限公司2015中期报告管理层讨论及分析

一、 经营环境

2015 年上半年,虽然中国经济增速有所 下滑,但依然维持了较高的水平,主要 经济指标均在合理区间运行,且出现了 逐月回暖的趋势.

经济结构继续优化, 增长质量有所提高.作为推动经济发展 的重要动力之一,可再生能源行业受到 了高度的重视和扶植. 本报告期,中国的可再生能源的经营环 境存在以下特徵:

(一)风电和太阳能发电规划建设容量进 一步提高

2015 年3月,中国国家能源局下 发 《关 於下达2015 年光伏发电建设实施方案的通知》 ,按照规划,

2015 年全国新增光伏电站建设规 模17.8GW, 比2014 年实际装机规模提高 70%.

2015 年4月,中国国家能源局下 发 《十二五第五批风电项目核准计 划》 ,拟核准风电项目 34GW,为 历年新高. 大力发展风电和太阳能发电成为中 国经济稳增长、调结构的重要手段 之一. MANAGEMENT DISCUSSION AND ANALYSIS I. Operating Environment In the first half of 2015, although China experienced a slower pace of economic growth, a relatively high level of growth was maintained and key economic indicators remained within a reasonable range and showed signs of recovery. The economic structure has been further optimized and the quality of growth has been enhanced. As one of the major drivers of economic development, the renewable energy industry has enjoyed a high level of attention and support. During the reporting period, the operating environment of renewable energy in China displayed the following characteristics: 1. Target Capacity of Wind Power and Solar Power Further Enhanced National Energy Administration (NEA) issued the Notice on the

2015 Programme for the Construction of Photovoltaic Power Generation in March

2015 raising the national new photovoltaic capacity target to 17.8 GW in 2015, 70% higher than actual installed capacity in 2014. Wind power projects with total capacity of a historical high of 34GW were included in the fifth batch of the 12th Five-Year wind power project pre-approval list issued by the NEA in April 2015. The development of wind power and solar power generation has become one of the important drivers to achieve steady economic growth and structural optimization in China. B1505262 IR.indd

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02 CONCORD NEW ENERGY GROUP LIMITED

2015 INTERIM REPORT 管理层讨论及分析 (续)

一、 经营环境 (续)

(二)电力需求增速持续回落,政府著力 解决可再生能源发电消纳问题 根泄夷茉淳址⒉嫉氖,

2015 年上半年,中国全社会用电 量累计 2.66 万亿千瓦时,同比增 长1.3%,增速比去年同期下降

4 个百分点,为近三十年来的最低增 速.在电源装机容量大於用电量增 幅的情况下,东北、西北等地区限 电形势依然严峻.

2015 年3月,中国国家发展改革 委、国家能源局发布 《关於改善电 力运行调节促进清洁能源多发满发 的指导意见》 ,要求在编制年度发 电计划时,优先预留水电、风电、 光伏发电等清洁能源机组发电空 间;

鼓励清洁能源发电参与市场;

要求增加电网调度灵活性,统筹考 虑配套电源和清洁能源,优先安排 清洁能源送出并明确送电比例.

2015 年5月,国家能源局印发 《关 於进一步完善风电年度开发方案 管理工作的通知》 明确提出,出现 弃风限电问题的省区市,须对本地 区风电开发建设和并网运行情况进 行深入分析评估,提出保障风电并 网运行的措施,弃风限电比例超过 20% 的地区不得安排新的建设项 目. MANAGEMENT DISCUSSION AND ANALYSIS (Continued) I. Operating Environment (Continued) 2. Government Aims to Solve Renewable Energy Consumption Problem Due to Lower Electricity Demand Growth According to NEA data, China'