SNIBE(SZ:300832) 2 1 Shi Ji Jing Ji Bao Dao·2025-11-12 15:45Core Viewpoint - The National Energy Administration issued guidelines to promote the integrated development of renewable energy, aiming to enhance resilience, efficiency, and sustainability in the sector, marking a new phase in China's renewable energy development [1][4]. Group 1: Integrated Development - The guidelines emphasize the need for a shift from isolated operations to integrated development in the renewable energy sector, addressing challenges such as system consumption pressure and land resource constraints [4]. - By 2030, integrated development is expected to become a key approach in renewable energy, significantly enhancing reliability and market competitiveness, thus supporting a comprehensive green transition in the economy [4]. - The framework outlined in the guidelines focuses on "horizontal integration" to enhance energy supply reliability, "vertical integration" to convert resource advantages into industrial and economic benefits, and "forward-backward integration" to better link production and consumption of renewable energy [4]. Group 2: Collaboration with Emerging Industries - The guidelines highlight the importance of smart technology in fostering new industrial ecosystems, particularly through the integration of renewable energy with computing power infrastructure [6]. - The document encourages the development of "zero-carbon parks" through green electricity direct connections and smart microgrids, aiming to reduce carbon emissions and enhance international competitiveness of renewable energy products [6]. - It supports the establishment of new business models such as green certificate trading and the development of low-carbon parks that promote multi-energy complementarity and high self-sufficiency [6]. Group 3: Diversified 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, where electricity consumption is relatively low [7][8]. - The guidelines advocate for enhancing the collaborative development of wind, solar, and hydrogen storage, as well as establishing comprehensive industrial bases for green hydrogen and ammonia [7][9]. - It emphasizes the need for technological support and the exploration of application scenarios in hydrogen-based energy and renewable heating, aiming to reduce reliance on the main power grid [8][9].