专家解读丨推动新能源供给与消费侧深度集成融合

Core Viewpoint - The "Guiding Opinions on Promoting the Integrated Development of New Energy" outlines a systematic approach to the development of new energy, emphasizing the integration of supply and consumption sides to enhance high-quality development and support a green transition in the economy and society [1] Group 1: Current Challenges in New Energy Development - The development mode of new energy needs urgent transformation due to increasing issues with grid integration and consumption autonomy [2] - As of September 2025, total installed capacity of wind and solar power exceeded 1.7 billion kilowatts, surpassing thermal power as the largest energy source [2] - New energy utilization rate fell below 95% in the first three quarters of the year, a decrease of 2 percentage points year-on-year, with curtailment issues spreading beyond the "Three North" regions [2] Group 2: Marketization and Revenue Models - The national unified electricity market is accelerating, marking a new phase of marketization for new energy [3] - Negative electricity prices have emerged in regions like Shandong and Inner Mongolia during peak generation periods, with the average clearing price in the Mengxi region dropping over 40% compared to the same period last year [3] - New energy must move beyond the traditional "grid-connected power generation + guaranteed pricing" model to develop a composite revenue system that includes green environmental value and value-added services [3] Group 3: Green Low-Carbon Transition on the Consumption Side - The internal and external environment demands a higher level of green low-carbon transition in consumption, with industrial, construction, and transportation sectors accounting for over half of carbon emissions [4] - The government has imposed strict constraints on energy-intensive industries, mandating minimum green electricity consumption ratios in sectors like data centers and electrolytic aluminum [4] - Technological advancements in multi-energy conversion are creating new opportunities for green energy substitution on the consumption side [4] Group 4: Integrated Development Blueprint - The "Guiding Opinions" signal a shift in focus from scale expansion to quality improvement and supply-demand coordination in new energy development [5] - It proposes multiple tasks for the integrated development of distributed new energy, collaboration with traditional industries, and non-electric utilization of new energy [5] - Close coordination between new energy supply and consumption is essential for improving resource allocation efficiency [5] Group 5: Regulation and Technical Innovations - The release of regulatory capabilities, particularly through load-side participation, is crucial for the integrated development of new energy [6][7] - The "Guiding Opinions" encourage traditional industries to optimize production processes and upgrade self-supplied power plants to enhance their flexibility and participation in energy systems [7] - Non-electric utilization, particularly in sectors like transportation and chemicals, is identified as a key breakthrough area for deep decarbonization [8] Group 6: Policy Implementation and Local Adaptation - The integrated development of new energy and consumption sides is still in its early stages, requiring exploration in key technologies and business models [9] - The "Guiding Opinions" propose measures for project investment management, electricity dispatch mechanisms, and market transaction frameworks to support integration [9] - Localized strategies should be developed based on regional resources and industrial foundations to promote project construction effectively [9]