国家能源局：近两年新核准核电项目中引入20家民企参股 民资股比有所提升

Core Viewpoint - The National Energy Administration is actively promoting the participation of private enterprises in the energy sector, particularly in nuclear power projects, with a target of increasing private investment share to 10%-20% by 2025 [1][2]. Group 1: Investment Dynamics - In the past two years, 20 private enterprises have been introduced as shareholders in newly approved nuclear power projects, with private investment share expected to be around 10% in 2024 and increased to 10%-20% in 2025 [1]. - Significant progress has been made in attracting quality private enterprises to invest in hydropower projects such as Dadu River Danba, Jinsha River Boluo, and Benzilan [1]. - Private enterprises are also being supported to invest in oil and gas upstream and infrastructure, with their investment in gas storage facilities and oil and gas pipeline projects exceeding 10% [1]. Group 2: Innovative Investment Models - The private sector has played a crucial role in the rapid development of the renewable energy industry, with the number of private electricity sales companies reaching over 2,400, accounting for nearly 60% of the total [2]. - The number of oil and gas transporters has increased from 5 in 2019 to 1,005, with the share of resources transported by small and medium-sized transporters rising from 2.1% to 10.2% [2]. - Policies have been introduced to support the development of new business models in the energy sector, including new energy storage, charging facilities, virtual power plants, and smart microgrids [2]. Group 3: Optimizing Investment Environment - Efforts are being made to improve market order in the photovoltaic industry, addressing market interventions that restrict participation from private enterprises [2]. - A new policy has been introduced to enhance the "access to electricity" service level, expanding zero-investment services to private enterprises with a capacity of 160 kilowatts and below, potentially benefiting around 1.5 million private enterprises and saving approximately 20 billion yuan in investment costs over the next five years [3]. - The management measures for electrical facility licenses have been revised to lower entry barriers, with private enterprises now accounting for over 85% of the sector [3].