碳中和时代渐行渐近。2020年9月，中国向国际社会明确了碳中和的目标和时间表：二氧化碳排放力争于2030年前达到峰值，努力争取2060年前实现碳中和。此后，2020年国家将“做好碳达峰、碳中和工作”确定为2021年八大重点任务之一。如今，“碳中和”这个原本陌生的词汇，成为各行各业的热议焦点。早在两年前，公司总部位于西安的一家新能源企业就提出了类似的发展理念——“Solar for Solar-负碳地球”，并成功实践。
2018年12月11日，在第24届联合国气候大会上，李振国先于全行业提出了“Solar for Solar-负碳地球”的生产制造理念，希望未来在全球更多的地区使用光伏发电制造光伏产品，实现完全清洁零碳生产。
Solar for Solar-负碳地球，这是隆基股份的一个梦想，更是一种信仰。2020年3月，隆基股份正式加入了“RE100”倡议，并承诺到2028年将在全球生产及运营中实现100％使用可再生电力。目前全世界有超200家全球大型跨国公司、科技企业、金融机构等都响应了倡议并做出了承诺，其中有些已经实现了目标。截至目前，中国不足10家企业加入了RE100倡议。
The era of carbon neutrality is approaching.In September 2020, China made clear to the international community the goal and timetable of carbon neutrality: carbon dioxide emissions will peak by 2030, and strive to achieve carbon neutrality by 2060.Since then, the country has identified "doing a good job in achieving carbon peak and carbon neutrality" as one of the eight key tasks in 2021.Now, "carbon neutral", an unfamiliar term, has become a hot topic in all walks of life. As early as two years ago, a new energy enterprise headquartered in Xi 'an proposed a similar development concept -- "Solar for Solar- Carbon-Negative Earth" -- and successfully implemented it.
Li Zhenguo, the "pilot" of Longi (601012.SH), a leading global photovoltaic company, believes that once photovoltaic energy is cheap enough, its production link can achieve complete zero-carbon manufacturing, and when the whole production process of the industrial chain uses clean energy, the process will have a zero carbon footprint. Therefore, Longji takes the lead in setting an example and becomes a pioneer and practitioner of zero-carbon manufacturing."Clean Energy from Clean Energy." "Hydropower has a huge regulatory capacity that has not been fully utilized because of the power system. China has the largest installed hydropower capacity in the world, and the full load operation time of hydropower is less than half of the year. The output can be adjusted flexibly, and it can complement with new energy to generate electricity.
The use of water, light and wind to complement each other can speed up the development process of domestic renewable energy ".At this year's two sessions, Li Zhenguo's call to achieve multi-energy complementarity to contribute to carbon neutrality was once again highlighted by the media. From zero-carbon manufacturing to multi-energy complementarization, Li ZhenGuo's call stems from Longji's decision to invest in Yunnan in 2016.This is also the beginning of Longi's successful zero-carbon manufacturing practice. Yunnan is a clean energy province, rich in hydropower resources. However, the province also faces the problem of limited absorption capacity, especially in the flood season, the phenomenon of "abandoning water and electricity" is serious. In the view of Longi Group, the investment in Yunnan will turn waste water and electricity into wealth, which will not only absorb the rich local hydropower, but also solve the local historical problems. At the same time, it can also
reduce the manufacturing cost by using hydropower, which is cheaper than coal power, so as to drive down the cost of photovoltaic power generation.
It is understood that in the past five years, longji stake in yunnan baoshan 20 gw monocrystalline silicon rods of phase I and ii project and the three periods of baoshan tengchong of 10 gw monocrystalline silicon rods project, lijiang, 20 gw monocrystalline silicon rod project phase ii, a period of 10 gw qujing monocrystalline silicon rods and sliced project, chuxiong 30 gw of phase I and ii, iii 20 gw monocrystalline silicon slicing projects have been put into production, and established and new capacity investment.
In 2020, the cumulative investment of Longji Group in Yunnan has exceeded 20 billion yuan, bringing about 17,000 local jobs.It is worth mentioning that, with the arrival of Longi shares in Yunnan, many enterprises such as JA Technology, Jinzhou Sunshine, JinkoSolar and Tongwei shares have entered Yunnan one after another, and promoted the rise of local hydropower and silicon integration industry. According to research by Tsinghua University, photovoltaic and other new energy industries can drive 1.5 to 3 times as many new jobs as traditional energy, which can provide sufficient, higher quality and more decent jobs for the transformation of
traditional energy industries.According to a local calculation in Yunnan, Longji can consume 1.281 billion KWH of clean hydropower in Yunnan every year, greatly alleviating the problem of waste water consumption in Yunnan energy. The photovoltaic products made by consuming 1 KWH of hydropower can produce more than 50 KWH of photovoltaic power in their life cycle and send it to the global market, becoming "the transport and amplifier of clean energy".
During its large-scale presence in Yunnan, Longi's manufacturing concept of "Clean Energy with Clean Energy" was born and further promoted in the Malaysian factory.
Currently, Longi's plants in Yunnan and Malaysia are generating almost 100% renewable power.On December 11, 2018, at the 24th United Nations Climate Conference, Li Zhenguo proposed the manufacturing concept of "Solar for Solar- Carbon Negative Earth" ahead of the whole industry. He hoped that more regions around the world would use photovoltaic power generation to make photovoltaic products in the future, and achieve completely clean and zero-carbon production.
"In the phase towards carbon neutrality, non-fossil energy will account for 90% to 100% of electricity generation, through a variety of energy storage, renewable energy hydrogen production, and demand side response." During the two sessions this year, Daniel li said the current domestic photovoltaic (pv) and wind power accounted for about 10% of the sum of the energy, new energy given the space also is very big, to speed up the development, suggested the state
supports energy storage industry support "renewable energy and energy storage" expand the application, for the technology of energy storage industry to make greater progress and cost reduction, such as support for the construction of pumped storage
project, support routine water and electricity transformation increase pumped storage function, achieve the higher proportion of application of clean energy.The core of achieving carbon neutrality is to control carbon emissions. At present, China's energy combustion is the largest source of carbon dioxide emissions, and the energy supply is still dominated by coal consumption (the highest proportion of coal consumption is coal power). Therefore, it is extremely urgent to accelerate the transformation of China's energy structure from fossil energy (mainly coal) to non-fossil energy (mainly wind energy, photovoltaic renewable energy, etc.).
At present, China has certain conditions for energy transition, which to some extent is also the basis for China to put forward the carbon neutral target. Among them, China's cumulative installed capacity of photovoltaic power generation and wind power generation remains the first in the world, with a high level of localization of manufacturing equipment and a complete industrial chain. In particular, its power generation costs continue to decline, and it will basically get rid of subsidies in 2021, and its economy can compete with coal power. Take the photovoltaic industry for example. For more than a decade, the entire industry has been doing the same thing -- reducing costs -- making photovoltaic cheap enough. Founded in 2000, Longi is now a global leader in PV monocrystalline silicon wafers and modules, with a presence in the entire PV industry chain in addition to silicon materials. Longji shares of the development of astonishing speed. From its listing in 2012 to 2020, the net profit attributable to the parent company owner of Longji shares soared from a loss of 53 million yuan to more than 8.2 billion yuan, which increased by more than 80 times in the 9
years since its listing.The market capitalization from the end of the year listed less than 4 billion yuan, now once exceeded 450 billion yuan, more than 100 times. In the capital market, Longji shares also received 15.8 billion yuan from Hillhouse Capital in December 2020.Longji shares of the rapid rise of diamond wire cutting technology and PERC battery technology.
In 2013 or so, Longji took the lead in introducing diamond wire cutting technology to replace mortar cutting technology, promoting the replacement of equipment and diamond cutting, making the cost of the slicing link drop rapidly, improving the efficiency greatly, and leading the industry into the "era of diamond line". Stacked Longki shares in 2014 into the field of photovoltaic modules, and the successful introduction and promotion of PERC battery technology in the single crystal industry chain, from now on opened the situation of rapid efficiency improvement and
cost reduction of single crystal components, Longki shares dominated single crystal market gradually occupy a favorable position.Data show that the innovation of diamond wire cutting technology can drive the non-silicon cost of monocrystal silicon wafer to reduce by more than 60% compared with mortar cutting, saving about 30 billion yuan for the industry every year. In the view of the industry, Longji shares not only achievements themselves, but also to promote the cost reduction of the entire photovoltaic industry. "At present, many countries and regions have achieved electricity for 10 cents per hour, making it the cheapest and cleanest source of electricity. In the long term, the cost of photovoltaic power generation will continue to reduce, and the cost per kilowatt-hour will be reduced to a few cents per kilowatt-hour." During this year's two sessions, Li Zhenguo said in an interview with the media, now, domestic photovoltaic power generation mainly faces the problem of high non-technical costs, including loan interest, land taxes and other
taxes and fees. He suggested that the non-technical cost of photovoltaic power generation should be comprehensively reduced to make room for economic space, and that energy storage, hydrogen energy, power peak regulation and grid regulation should be
encouraged through policy guidance, so as to realize the complementary and comprehensive development of multi-energy, promote a faster increase in the proportion of non-fossil energy, and help achieve the goal of "carbon neutrality"
as soon as possible.
Solar for Solar- negative carbon earth, this is a dream of longji shares, but also a belief.In March 2020, Longi officially joined the "RE100" initiative and pledged to use 100% renewable electricity in its global production and operations by 2028. More than 200 of the world's largest multinational corporations, technology companies, financial institutions and others have responded to the initiative and made commitments, and some have met their goals. So far, fewer than 10 Chinese companies have joined the RE100 initiative.
Why join RE100?"Because we share the same original intention and dream with the international climate organization and all RE100 member companies -- to build a better world powered entirely by clean energy and solve the problem of global warming once and for all. Longi also hopes to provide more enterprises with referable goals through its own exploration."Eight months later, Longi announced that it had joined the EV100 and EP100 initiatives of climate organizations. Longi has joined the EV100 with a commitment to install sufficient EV charging facilities within the next decade to guide employees to convert their family cars to electric vehicles. At the same time, joining EP100 commits to complete the deployment of the energy management system by 2025, and to improve energy efficiency by 35% by 2015 as the base year. Achieving three "100" goals can be challenging. However, Li said: "Climate change is another 'battle' that needs strong measures to curb it." To achieve carbon peak and carbon neutral is not a single enterprise behavior. The leading enterprises have the obligation to promote carbon reduction and even decarbonization in the supply chain.
In fact, Longi, which is in the stage of rapid development, added 750 new suppliers in 2018, 90% of which are located in China.At that time, Longi advocated to practice the green concept of environmental protection, energy conservation and emission reduction together with the upstream and downstream at the supplier conference, and jointly promoted the construction of green supply chain. In January 2021, Longi took the lead in releasing the "Green Supply Chain Carbon Reduction Initiative", integrating green concept into supply chain management system, cooperating with suppliers in the value chain, effectively managing the green attribute
of products, and reducing energy and resource consumption and pollutant emission in the process of manufacturing, transportation, storage and use.Longji also became the first photovoltaic industry to put forward the "supply chain carbon reduction" enterprises. So far, more than 150 suppliers have responded.