中经评论:新能源集成发展不是简单升级
Jing Ji Ri Bao·2025-11-27 00:01

Core Viewpoint - The National Energy Administration has released guidelines to promote integrated development in the renewable energy sector, aiming for a significant transformation in development philosophy, industrial structure, and productivity layout by 2030, shifting from simple scale expansion to value creation through system collaboration [1] Group 1: Integrated Development Dimensions - The "left-right" integration aims to break down barriers between different energy types, addressing the stability issues of renewable energy by combining solar, wind, coal, hydro, and storage solutions to enhance reliability [2] - The "front-back" integration focuses on connecting production and consumption, facilitating local consumption of renewable energy to reduce transmission losses and costs, thus activating consumer participation in the energy market [3] - The "up-down" integration seeks to connect the entire industrial chain, promoting the establishment of manufacturing bases for renewable energy equipment and attracting strategic emerging industries to create zero-carbon industrial parks [3] Group 2: Benefits of the New Development Model - The integrated development model, characterized by the "iron triangle" of left-right, front-back, and up-down integration, is expected to resolve current challenges in the renewable energy sector and position the industry favorably in the global green revolution [4] - The successful implementation of this upgraded model relies on continuous policy improvement from the government, increased technological innovation from enterprises, and breakthroughs in core technologies from research institutions [4]