Core Insights - The new guidelines emphasize the construction of a new energy system and the goal of building an energy powerhouse, marking a new phase in China's energy system development [1] - Key areas of focus include the coupling of clean energy and grid systems, with significant attention on the development of renewable energy, energy storage, and smart grid technologies [2] Energy Sector Developments - The guidelines propose increasing the share of renewable energy supply, promoting a multi-energy approach, and advancing the construction of new energy infrastructure [2] - The core focus for the upcoming five-year period will be on new energy infrastructure, with a shift from traditional fossil fuels to new energy systems requiring supportive infrastructure [2] - Key development areas identified include energy storage, electric vehicle charging stations, hydrogen energy, and carbon capture utilization and storage (CCUS) [2] Renewable Energy Goals - By 2035, non-fossil energy consumption is expected to exceed 30%, with wind and solar power capacity projected to reach six times that of 2020 levels, aiming for 3.6 billion kilowatts [3] - The wind power sector aims for an annual installation of 12 million kilowatts starting in 2026, with a cumulative target of over 60 million kilowatts during the next five-year period [3] Grid Stability and Investment - The stability of the grid is highlighted as a core issue due to the rapid growth of renewable energy, with expectations for continued large-scale investment in grid infrastructure [4] - The investment in ultra-high voltage projects is anticipated to remain a focal point, with several projects expected to be approved during the next five-year period [4] Technological Innovations - The development of digital twin technology is seen as a key solution for optimizing grid operation and control systems, essential for achieving renewable energy targets [5] - Virtual power plants and zero-carbon parks are identified as important developments for enhancing demand-side resource flexibility and interaction [5][6] Market Opportunities - The green low-carbon industry in China is currently valued at approximately 11 trillion yuan, with significant growth potential in the next five years, particularly during the upcoming five-year period [6] - Virtual power plants are expected to play a crucial role in zero-carbon parks, optimizing resource allocation and profitability through market participation [6]
新型能源体系建设迎新阶段 多能并举和电网升级受关注
Shang Hai Zheng Quan Bao·2025-10-30 18:28