新能源消纳新政落地 每年催生2亿千瓦以上增量市场

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued guidelines to enhance the consumption and regulation of renewable energy, aiming for a high-quality integration of renewable energy development and consumption by 2030 and 2035 [1][2]. Group 1: Goals and Targets - By 2030, a multi-level renewable energy consumption and regulation system will be established, with new electricity demand primarily met by renewable energy generation [1]. - The new power system's adaptability will significantly improve, with the capacity to accommodate over 200 million kilowatts of new renewable energy annually [1]. - By 2035, a high-proportion renewable energy power system will be in place, enabling efficient consumption and optimal allocation of renewable energy nationwide [1]. Group 2: Development and Integration - The guidelines emphasize innovative integrated development paths, promoting the construction of zero-carbon parks and the integration of green fuels such as hydrogen, ammonia, and alcohol [2]. - There will be a focus on the fusion of renewable energy with strategic emerging industries like information technology and high-end equipment manufacturing in resource-rich areas [2]. - New business models for local renewable energy consumption will be developed, including integrated source-grid-load-storage systems and smart microgrids [2]. Group 3: System Enhancements - The new power system's adaptability to renewable energy will be enhanced by improving system regulation capabilities and optimizing renewable energy control models [2]. - A unified national electricity market system will be established to facilitate renewable energy consumption, expanding the market-oriented framework for renewable energy [2]. - Innovative pricing mechanisms will be introduced to promote renewable energy consumption [2].