山东“十四五”能源发展观察：核、风、光、氢多元发展

Core Insights - Shandong Province has made significant progress in energy development during the "14th Five-Year Plan," focusing on energy supply security, green transformation, and innovation, effectively meeting the energy needs of over 100 million people [1][2]. Energy Supply Security - Shandong prioritizes energy security, establishing a comprehensive production, supply, and emergency response system, maintaining coal and crude oil production at approximately 86 million tons and 22 million tons respectively [2]. - As of September 2023, the total installed power capacity reached 250 million kilowatts, with an annual electricity generation expected to be around 700 billion kilowatt-hours [2]. - Major projects like the Long Electric Power and the China-Russia East Line have been completed, with over 95,000 kilometers of transmission lines and more than 15,000 kilometers of oil and gas pipelines established [2]. - The government has a coal reserve capacity of 20 million tons and gas storage facilities with a capacity of 2.52 billion cubic meters [2]. Green Transformation - Shandong's clean energy generation capacity has reached 134 million kilowatts, 2.8 times that of 2020, accounting for 53.4% of the total power capacity [6]. - The province has made breakthroughs in nuclear power, offshore wind, and solar energy, with a total installed capacity of 5.92 million kilowatts for offshore wind and 91.728 million kilowatts for solar power, maintaining the top position in China for eight consecutive years [6]. - Shandong has implemented innovative pricing policies to promote renewable energy consumption, achieving a 95.9% utilization rate for new energy from January to August 2023, surpassing the national average by 1.4 percentage points [8]. Innovation and Reform - Shandong is enhancing energy development through technological innovation and institutional reform, with significant projects like the fourth-generation nuclear power plant and advanced coal power technologies [7]. - The province has established a comprehensive electricity market system, with 43,000 market participants, and is projected to achieve 421.9 billion kilowatt-hours of market transactions in 2024, saving over 8 billion yuan in electricity costs for industrial and commercial users [7]. - The introduction of private capital in energy projects is notable, with private enterprises holding a 40% stake in onshore wind projects and at least 10% in nuclear projects [8]. Future Outlook - Shandong aims to accelerate the construction of a new energy system and become a model for green and low-carbon energy transformation, providing robust energy support for the province's modernization efforts [8].