新能源从“单兵作战”转向集成融合发展

Core Viewpoint - The development of China's renewable energy industry is experiencing rapid growth under the "dual carbon" strategy, but it faces challenges such as increased system consumption pressure and difficulties in resource assurance. The National Energy Administration has issued guidelines to enhance the autonomy and competitiveness of renewable energy development, emphasizing the need for diversified applications and the integration of new business models like AI and digital energy [1][2]. Group 1: Renewable Energy Development Achievements - China's renewable energy sector has achieved significant milestones, with installed wind and solar power capacity reaching 1.708 billion kilowatts by September 2025, accounting for 46% of the national power generation capacity. In the first three quarters of this year, wind and solar power generation totaled 1.73 trillion kilowatt-hours, representing 22.3% of the total electricity consumption [2]. - The cost of renewable energy has decreased significantly, with the cost per kilowatt-hour being 30% lower than that of coal power, providing strong momentum for the sector's rapid development [2]. Group 2: Integration and Fusion Development - The concept of integrated and fused development of renewable energy involves considering the integration of various energy types, the production and consumption of renewable energy, and the entire industry chain. This approach aims to enhance the reliability and competitiveness of renewable energy while reducing dependence on the power system [4][5]. - The guidelines categorize integrated development into three aspects: multi-dimensional integrated development of renewable energy, collaborative development with multiple industries, and diversified non-electric utilization of renewable energy [4][5]. Group 3: Policy Measures for Development - To promote multi-dimensional integrated development, measures include optimizing the energy structure and storage configuration of renewable energy bases, enhancing the utilization of distributed renewable energy in various sectors, and encouraging collaborative optimization of different renewable energy types [5][6]. - The guidelines also emphasize the need for collaboration between renewable energy and traditional industries, promoting the use of renewable energy in production processes and optimizing energy consumption systems [5][6]. Group 4: Cost Reduction and Efficient Consumption - The focus of future renewable energy development will shift from merely generating electricity to optimizing its usage, aiming to lower energy costs and enhance the efficient consumption of renewable energy through collaboration with various industries [7][8]. - Technological advancements in areas such as photovoltaic systems and energy storage are driving down costs and facilitating the transition to low-carbon solutions across sectors, including transportation and industry [7][8].