氢能、核能、新型储能写入规划 “十五五”能源产业要怎么干？

Core Insights - The "14th Five-Year Plan" has significantly advanced China's energy transition, with a focus on enhancing energy supply capacity, accelerating green transformation, and optimizing energy layout [1] - The "15th Five-Year Plan" aims to achieve carbon peak targets and establish a clean, low-carbon, safe, and efficient new energy system [1] Energy Sector Development - The "15th Five-Year Plan" emphasizes the cultivation of emerging and future industries, particularly in new energy, new materials, aerospace, and low-altitude economy [2] - New energy is recognized as a key component of strategic emerging industries, with a shift towards improving industry quality and efficiency during the "15th Five-Year Plan" [2] - Hydrogen energy and nuclear fusion are highlighted as future industries, with plans to explore diverse technological routes and applications [2] Hydrogen Energy and Nuclear Fusion Progress - By the end of 2024, China's hydrogen production capacity is expected to exceed 50 million tons per year, with over 600 renewable energy hydrogen production projects planned [3] - The country has promoted 28,000 fuel cell vehicles and built over 500 hydrogen refueling stations, leading in the commercial vehicle sector [3] Modern Infrastructure Development - The "15th Five-Year Plan" calls for the construction of a modern infrastructure system, optimizing energy backbone channel layouts and enhancing new energy infrastructure [4] - Significant projects include high-voltage transmission channels and natural gas pipeline networks to support clean energy development [4][5] National Unified Market and Competition - The plan aims to eliminate barriers to building a national unified market and address "involution" competition, promoting a healthy market order [6] - The establishment of a unified electricity market is crucial for energy transition and resource optimization [6] New Energy System and Carbon Peak Goals - The plan focuses on building a new energy system, increasing the share of renewable energy, and ensuring the orderly replacement of fossil fuels [7] - By mid-2025, China's renewable energy installed capacity is projected to reach 2.159 billion kilowatts, accounting for 59.2% of total installed capacity [7][8] - The nuclear power sector is also expanding, with operational capacity reaching 60.91 million kilowatts, making China the world leader [8]