专访周大地：“十五五”新型电力系统重塑 新能源与储能迎新机遇

Core Insights - The "14th Five-Year Plan" has achieved significant progress in energy transition, with non-fossil energy consumption targets expected to be exceeded, and energy investments surpassing 1 trillion yuan annually [1][2][3] - The upcoming "15th Five-Year Plan" aims to further advance carbon peak goals, emphasizing the development of renewable energy and strict limitations on coal consumption [1][4][5] Energy Transition Achievements - During the "14th Five-Year Plan," the share of renewable energy generation capacity increased from 40% to approximately 60%, establishing a framework conducive to carbon peak and neutrality [3][4] - Energy consumption growth during the first four years of the "14th Five-Year Plan" reached 1.5 times the total increase during the "13th Five-Year Plan" [2][3] Future Energy Planning - The "15th Five-Year Plan" will continue to focus on the dual carbon goals, aiming for carbon emissions to peak before 2030, with a strong emphasis on developing competitive low-carbon energy supply systems [3][4][6] - The plan will also address the need for a transition from energy intensity control to a dual control system for carbon emissions [3][4] Renewable Energy Development - The anticipated electricity demand for achieving carbon neutrality is projected to require significant increases in renewable energy capacity, including 500 million kilowatts of hydropower and over 300 million kilowatts of nuclear power [6][7] - The transition to electric heating and cooking in residential areas is expected to gain momentum, with substantial potential for rooftop solar energy development [7][8] New Power System Construction - The construction of a new power system will focus on high proportions of renewable energy, necessitating advancements in energy storage and new power electronic technologies [9][10] - The current electricity market is evolving towards full competition, which will facilitate the integration of renewable energy sources while maintaining the viability of traditional energy sources [10][11] Energy Storage and Grid Challenges - The rapid growth of renewable energy capacity presents challenges for grid stability and management, necessitating innovative solutions for energy storage and distribution [8][9][13] - The development of large-scale chemical energy storage is crucial for stabilizing renewable energy supply and addressing operational challenges within the grid [13][14]