两部委发文疏通新能源消纳堵点，算力、储能技术成为突破方向

Core Insights - The National Development and Reform Commission and the National Energy Administration jointly released the "Guiding Opinions on Promoting the Consumption and Regulation of New Energy," providing a clear implementation path for high-quality development of new energy in China [1] Group 1: Key Tasks and Focus Areas - The "Guiding Opinions" outlines several key tasks, including categorizing the guidance for new energy development and consumption, promoting innovative new models and new business formats for new energy consumption, enhancing the adaptability of the new power system to new energy, improving the national unified electricity market system for promoting new energy consumption, and strengthening technological innovation support for new energy consumption [1] - A significant focus is placed on the collaborative planning and optimization of new energy and computing power facilities, promoting the green development of computing power facilities [1] - Innovations in energy storage technology are emphasized, particularly the application of various technologies such as flow batteries, compressed air storage, and gravity storage, to accelerate breakthroughs in large-capacity long-duration energy storage technologies [1] Group 2: Energy Storage Insights - According to Lin Boqiang, the cheapest energy storage method is pumped storage, but it is limited by specific geographical conditions [2] - Other energy storage technologies, such as electrochemical storage, compressed air storage, and flywheel storage, have diverse characteristics, but current battery storage is still small-scale, primarily constrained by cost, lifespan, and safety issues [2] - Energy storage systems are crucial for supporting new energy systems, effectively balancing the fluctuations of intermittent renewable energy sources like wind and solar, thereby enhancing the reliability and efficiency of the power grid [2] Group 3: Consumption Mechanisms and New Business Models - The "Guiding Opinions" propose classifying new energy development and consumption into five categories, optimizing the integration of water, wind, and solar energy, and promoting orderly development and consumption of offshore wind power [3] - The document highlights the emergence of new models and business formats under the "dual carbon" goals, emphasizing the integration of new energy with industry, supporting the development of four new business formats for nearby consumption of new energy [3] - Lin Boqiang notes that while previous policies on new energy consumption were not entirely absent, current policy direction is moving towards comprehensive and systematic integration, focusing on the construction of nearby consumption mechanisms and the promotion of integrated development [4]