可再生能源消费最低比重目标的提出，有助于绿色氢氨醇提升在国内市场的需求 | 投研报告

Core Insights - The National Development and Reform Commission (NDRC) released a draft on October 13, 2025, regarding the minimum consumption ratio targets for renewable energy and the responsibility weight system for renewable energy power consumption [1][2]. Group 1: Renewable Energy Consumption Targets - The draft introduces minimum consumption ratio targets for renewable energy, aimed at addressing the increasing pressure on renewable energy consumption across the country [3]. - The targets are divided into two categories: minimum consumption ratio for renewable energy electricity and minimum consumption ratio for non-electric consumption [3]. - The electricity consumption target encompasses all types of renewable energy generation, while the non-electric consumption target includes renewable energy heating (cooling), hydrogen production, and biofuels [3]. Group 2: Industry Implications - The government supports key energy-consuming industries to enhance their renewable energy consumption ratios beyond the established minimum targets [3]. - Regions with the capability are encouraged to set minimum renewable energy consumption targets for government departments, public institutions, and state-owned enterprises [3]. - The demand for green hydrogen and ammonia is expected to increase, driven by both domestic and international markets, suggesting investment opportunities in companies like Goldwind Technology and Jilin Electric Power [4].