德勤：新型电力系统建设将是“十五五”前中期重要主题 灵活性改造、智能化升级等将成投资重点

Core Insights - The report by Deloitte China outlines key issues in the energy sector during the 14th Five-Year Plan period, emphasizing the construction of a new power system and the transformation of the energy structure [1][2][3] Group 1: New Power System Construction - The construction of a new power system will be a significant theme in the early to mid-term of the 14th Five-Year Plan, focusing on flexibility upgrades and intelligent enhancements to improve system resilience [1] - The demand for intelligent upgrades in the new power system is expected to create a market scale of several trillion yuan over the next five to ten years [2] - The support and promotion of policies are essential for the construction of the new power system, with market mechanisms gradually becoming a crucial driving force [2] Group 2: Global Energy Structure Changes - During the 14th Five-Year Plan, the global energy structure will undergo deep adjustments, with moderate growth in total energy consumption and a continuous rise in clean energy investment and emerging market demand [2][3] - The average annual growth rate of the global energy technology and digital integration market is projected to exceed 12% over the next five years [2] Group 3: Energy Security and Transition - China faces external challenges from the restructuring of international rules while also needing to drive energy transition and ensure energy security [3] - Traditional energy sources will continue to play a crucial role in key areas such as power supply, industrial support, and transportation over the next five years, acting as a stabilizing force [3] - Emerging energy forms like wind, solar, hydrogen, and energy storage are rapidly growing, promoting global decarbonization and fostering a new round of technological and industrial upgrades [3]