新一轮国家自主贡献落地：2035年风光装机36亿千瓦

Core Viewpoint - China has announced a new round of Nationally Determined Contributions (NDC), aiming for non-fossil energy consumption to exceed 30% of total energy consumption by 2035, with wind and solar power installed capacity reaching over six times that of 2020, targeting 360 million kilowatts [2][4][8]. Group 1: NDC and Energy Transition Goals - The NDC is part of China's commitment under the Paris Agreement, with previous targets set in 2015 and 2020 focusing on carbon intensity and non-fossil energy share [3]. - The new NDC emphasizes the need for a new power system dominated by renewable energy, requiring coordinated development of energy sources, networks, loads, and storage [2][4][5]. Group 2: Energy Structure and Consumption - The transition to a green energy structure is accelerating, with non-fossil energy consumption expected to exceed the 20% target set for the 14th Five-Year Plan [4]. - Achieving the 30% target will involve a diversified approach to clean energy, including nuclear, hydropower, and biomass, alongside significant growth in renewable energy projects [6][7]. Group 3: Installed Capacity and Market Dynamics - The total installed capacity for wind and solar power has increased from 530 million kilowatts in 2020 to 1.68 billion kilowatts by July this year, with an annual growth rate of 28% [8][9]. - The ambitious target of 360 million kilowatts will require sustained high levels of new installations, supported by a robust supply chain and technological advancements [9][10]. Group 4: Technological and Policy Innovations - To support the integration of large-scale renewable energy, advancements in energy storage, grid flexibility, and smart grid technologies are essential [9][10]. - The development of a carbon market and electricity market synergy is crucial for enhancing the competitiveness of renewable energy [10].