政策解读丨推进新一代煤电转型升级 助力新型电力系统高质量建设

Core Viewpoint - The article discusses the implementation plan for the "New Generation Coal Power Upgrade Special Action" from 2025 to 2027, emphasizing the importance of coal power in supporting the new power system and addressing carbon emission challenges [2]. Group 1: Strategic Planning for Coal Power Development - Coal power has historically played a foundational role in China's power system, with significant installed capacity and generation volume [3]. - The new power system construction is accelerating, with renewable energy sources expected to surpass coal and gas power combined by 2024, and to dominate by the end of the 15th Five-Year Plan [3]. - The plan aims to enhance coal power's adaptability to the new power system, focusing on clean carbon reduction, safety, reliability, and efficient regulation [3]. Group 2: Construction of Coal Power Indicator System - The plan establishes a comprehensive technical indicator system for coal power, focusing on four dimensions: clean carbon reduction, safety, efficient regulation, and intelligent operation [4]. - New indicators include low-load coal consumption increase, load change rate, and frequency response, which are being introduced for the first time in industry policy [4][5]. - The plan sets specific coal consumption increase limits for existing and new coal power units, with current units typically showing a 25% to 35% increase [5]. Group 3: Carbon Reduction and Safety Measures - The plan encourages existing units to implement low-carbon modifications and requires new units to consider low-carbon design [7]. - Safety is prioritized, with specific indicators for supply guarantee performance and unplanned outages during critical periods [8]. - The plan emphasizes the need for intelligent operation, including automated load adjustment and enhanced operational safety monitoring [8]. Group 4: Managing the Upgrade Process - The upgrade of coal power is identified as a core strategy, with a focus on balancing system demand, technology maturity, cost-effectiveness, and project conditions [9]. - Local authorities are empowered to develop tailored action plans for coal power upgrades, reflecting regional differences in energy supply and demand [9][10]. - The plan categorizes existing, new, and demonstration units, with different strategies for each to encourage performance improvements [10]. Group 5: Industry Collaboration and Policy Support - The plan highlights the need for collaboration among power generation companies, equipment manufacturers, and research institutions to drive innovation in coal power technology [11]. - A comprehensive policy support system is proposed, including funding mechanisms and prioritization of new generation coal power projects within the national framework [12]. - The expected outcome is a significant enhancement of the coal power industry's value in the new power system, driving sustainable upgrades [12].