国家能源局:推动新能源与多产业协同发展 统筹传统产业协同优化升级
智通财经网·2025-11-12 09:26

Core Viewpoint - The National Energy Administration (NEA) has issued the "Guiding Opinions on Promoting the Integrated Development of New Energy," which emphasizes the need for a shift from isolated development to integrated and collaborative approaches in the new energy sector [2][3]. Group 1: Background and Objectives - The issuance of the "Guiding Opinions" is a response to the rapid growth of new energy in China, with wind and solar power capacity reaching 1.708 billion kilowatts by September 2025, accounting for 46% of the national power generation capacity [3]. - In the first three quarters of this year, wind and solar power generation totaled 1.73 trillion kilowatt-hours, representing 22.3% of the total electricity consumption [3]. - The document aims to enhance the autonomy of new energy development and improve market competitiveness, transitioning from a "single combat" model to an integrated development model [3]. Group 2: Integrated Development of New Energy - Integrated development of new energy involves considering the integration of various energy types, the production and consumption of new energy, and the entire industrial chain [4]. - The guiding opinions categorize integrated development into three areas: multi-dimensional integrated development of new energy, collaborative development with multiple industries, and diversified non-electric utilization of new energy [4]. Group 3: Multi-Dimensional Integrated Development - The NEA aims to enhance the complementary development of various new energy types, optimize the energy structure and storage configuration of renewable energy bases, and promote integrated development of water, wind, and solar energy [5]. - It emphasizes the need for compact and clustered development of new energy, ensuring shared use of space, infrastructure, and regulatory capabilities [5]. - The promotion of distributed new energy development across sectors such as transportation, construction, and agriculture is also highlighted [5]. Group 4: Collaborative Development with Multiple Industries - The NEA plans to accelerate the green manufacturing of new energy equipment and support the establishment of low-carbon and zero-carbon parks [7]. - It aims to optimize the collaboration between new energy and traditional industries, guiding traditional sectors to utilize more renewable energy through process optimization and green design [7]. - The integration of new energy with emerging industries, such as advanced manufacturing and environmental protection, is also a focus, promoting collaborative planning between new energy bases and computing facilities [7]. Group 5: Non-Electric Utilization of New Energy - The NEA seeks to enhance the collaborative development of wind, solar, hydrogen, and storage technologies, promoting integrated control and self-balancing capabilities [8]. - It plans to establish comprehensive industrial bases for green hydrogen, ammonia, and methanol, facilitating their application in coal chemical, metallurgy, and shipping industries [8]. - The use of geothermal energy, biomass, and renewable electricity for heating applications is also encouraged to leverage the flexibility of thermal systems [8]. Group 6: Implementation and Future Steps - The NEA will strengthen coordination and policy dissemination to support local projects in integrated development and will optimize project investment management [9]. - The NEA aims to promote the sharing of best practices from successful projects and enhance the optimization of power dispatch and market transaction mechanisms [9]. - Integrated development is positioned as a key direction for the future of new energy development in the new era [9].

国家能源局:推动新能源与多产业协同发展 统筹传统产业协同优化升级 - Reportify