建立多层次新能源消纳调控体系

Core Insights - 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 new electricity demand to be primarily met by renewable energy sources [1] - China has announced ambitious targets for renewable energy capacity, aiming for wind and solar power to reach over six times the 2020 levels by 2035, which poses new challenges for large-scale renewable energy consumption [1] - The guidelines categorize renewable energy development and consumption into five types, enhancing the precision of renewable energy utilization [1] Group 1 - The guidelines emphasize the importance of local consumption of renewable energy, promoting new business models and integrated development of renewable energy with industries [2] - The focus on local consumption aims to improve the efficiency of renewable energy use, reduce system pressure, and lower investment costs associated with long-distance transmission [2] - The guidelines address the unique characteristics of renewable energy generation, such as randomness and high system costs, and propose improvements to the electricity market to better accommodate these features [2] Group 2 - Continuous improvement of market systems and pricing mechanisms is essential to resolve the challenges faced by renewable energy companies, ensuring they can compete effectively and achieve reasonable market returns [3] - Companies are encouraged to develop differentiated strategies in response to market changes, particularly in the context of a unified electricity market and various market segments [3] - The new policies are expected to boost confidence among companies in the renewable energy sector, facilitating high-level consumption and regulation of renewable energy [3]