新一轮国家自主贡献目标落地：2035年风光装机36亿千瓦

Core Insights - China's new Nationally Determined Contribution (NDC) target aims for non-fossil energy consumption to exceed 30% of total energy consumption by 2035, with wind and solar power capacity reaching six times that of 2020, targeting 3.6 billion kilowatts [1][3][6] Group 1: NDC Goals and Energy Transition - The new NDC emphasizes the need for a new power system dominated by renewable energy, requiring coordinated development of sources, grids, loads, and storage [1][3] - The NDC sets ambitious targets for non-fossil energy, including a significant increase in wind and solar capacity, which is expected to drive industrial transformation and energy structure changes [3][6] - The transition to a green and low-carbon energy system is crucial for achieving the dual carbon goals, with a focus on enhancing the role of renewable energy in the energy mix [3][4] Group 2: Industry and Market Implications - The target of 3.6 billion kilowatts for wind and solar capacity is anticipated to significantly boost the manufacturing supply chain for these technologies, despite current overcapacity in the solar sector [8] - The development of flexible resources, such as pumped storage and new energy storage technologies, is essential for accommodating the large-scale integration of renewable energy into the grid [7][8] - The market mechanisms for green electricity and certificates need to be improved to ensure fair pricing and promote the consumption of renewable energy [5][7]