SNIBE(SZ:300832) 2 1 Shi Ji Jing Ji Bao Dao·2025-11-12 11:04Core Viewpoint - The National Energy Administration has issued guidelines to promote the integrated development of renewable energy, emphasizing multi-dimensional integration, collaboration with various industries, and diversified non-electric utilization of renewable energy [1][2][5]. Group 1: Renewable Energy Development - Since the "14th Five-Year Plan," China's renewable energy sector has achieved significant growth, surpassing thermal power in installed capacity, marking a new development phase [2]. - The guidelines aim to create a more resilient, efficient, and sustainable renewable energy development model, addressing key issues such as high ratio consumption and high-quality development [2][5]. - By 2030, integrated development will become a crucial approach for renewable energy, enhancing reliability and market competitiveness, supporting a comprehensive green transition in the economy [5][6]. Group 2: Integration and Collaboration - The guidelines propose a structured action framework focusing on "integrated development," which includes breaking the limitations of wind and solar resources through collaboration with other energy types [5]. - The integration aims to convert renewable energy's resource advantages into industrial and economic benefits, synchronizing energy transition with industrial upgrades [5][6]. - Priority will be given to regions with high renewable energy penetration for integrated project construction, encouraging tailored implementation plans based on local resources and industrial characteristics [6]. Group 3: Smart and Emerging Industries - The guidelines highlight the importance of "intelligent" empowerment in fostering new industrial clusters, promoting the synergy between renewable energy bases and computing facilities [7]. - The integration of "power networks" and "computing networks" is encouraged to expand intelligent development scenarios, particularly in manufacturing regions [7]. - New business models such as green electricity direct connection and smart microgrids are proposed to create low-carbon parks, enhancing local load stability and supporting industrial upgrades [7]. Group 4: Non-Electric Utilization - A significant focus of the guidelines is on promoting diversified non-electric utilization of renewable energy, particularly in sectors like transportation, chemicals, and textiles [8]. - The development of green hydrogen and ammonia, as well as renewable heating applications, is emphasized as a key breakthrough direction for integrating supply and consumption [8]. - The guidelines support the construction of hydrogen-based energy industries and the exploration of renewable heating models in various scenarios, aiming to reduce reliance on the main power grid [8].