分类引导合理统筹供需——建立多层次新能源消纳调控体系

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued guidelines to establish a multi-level system for renewable energy consumption and regulation by 2030, aiming for a significant increase in renewable energy generation to meet new electricity demand [1][2]. Group 1: Renewable Energy Development and Consumption - By 2030, a coordinated and efficient multi-level renewable energy consumption and regulation system is expected to be established, with new electricity demand primarily met by renewable energy generation [1]. - The guidelines categorize renewable energy development and consumption into five types, enhancing the precision of renewable energy utilization [1][2]. Group 2: New Models and Business Formats - The guidelines outline new models and business formats for promoting renewable energy consumption, including integrated development models and support for local consumption through smart microgrids and increased distribution networks [2]. - Local consumption is emphasized as a priority for the 14th Five-Year Plan, aiming to improve overall utilization efficiency and reduce system pressure [2]. Group 3: Market Adaptation and Challenges - The guidelines focus on enhancing the adaptability of the electricity market to the characteristics of renewable energy, addressing challenges such as randomness and intermittency [2]. - Improving market systems and pricing mechanisms is crucial for resolving the financial challenges faced by renewable energy companies, ensuring they can compete effectively in the market [3]. Group 4: Corporate Preparedness - Companies are encouraged to develop differentiated strategies to adapt to market changes, leveraging the confidence gained from policies promoting high-level renewable energy consumption and regulation [3].