新能源消纳明确底线：每年新增至少2亿千瓦，算力、储能成破局点

Core Viewpoint - The "Guiding Opinions" issued by the National Development and Reform Commission and the National Energy Administration aim to promote the high-quality development of renewable energy in China, establishing a clear implementation path for achieving at least 200 million kilowatts of new renewable energy consumption capacity annually [1][2]. Group 1: Renewable Energy Development - The document emphasizes the need for a multi-layered renewable energy consumption regulation system to meet the annual demand for at least 200 million kilowatts of new renewable energy by 2030 [2][3]. - The current installed capacity of wind and solar energy in China exceeds 1.7 billion kilowatts, indicating that an average of 180 to 200 million kilowatts of new capacity will need to be added annually from 2026 to 2035 to meet future targets [2][3]. Group 2: Energy Consumption and Regulation - The "Guiding Opinions" categorize renewable energy development and consumption into five types, focusing on optimizing the integration of various energy sources and enhancing local consumption capabilities [2][3]. - The document highlights the importance of establishing a pricing mechanism for coal power, pumped storage, and new energy storage to support the flexible adjustment of energy resources [3][4]. Group 3: Storage Technology and Innovation - The installed capacity of new energy storage in China has surpassed 100 million kilowatts, with a significant increase in the share of renewable energy generation [4][5]. - The "Guiding Opinions" encourage the innovation of various storage technologies, including liquid flow batteries and compressed air storage, to meet the demand for large-capacity and long-duration energy storage [6][7]. Group 4: Market Opportunities and Collaboration - The document outlines new market opportunities by promoting the synergy between renewable energy and computing power facilities, which are expected to have a direct impact on the computing industry [5][6]. - Companies are advised to consider regional renewable energy layouts when planning computing projects, prioritizing areas with stable green electricity availability [5][6].