打造新能源发展升级版

Core Viewpoint - The National Energy Administration's recent guidelines aim to promote integrated development in the renewable energy sector, enhancing reliability and market competitiveness by 2030, marking a transition from rapid expansion to a balanced approach focusing on quality and deep industry integration [2][3]. Group 1: Current State of Renewable Energy - As of September this year, China's installed capacity for wind and solar power reached 1.708 billion kilowatts, accounting for 46% of the total installed capacity [3]. - 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 during the same period [3]. - The utilization rate of renewable energy has dropped below 95%, a decrease of 2 percentage points year-on-year, indicating challenges in system absorption and the need for a shift in development models [3]. Group 2: Challenges and Solutions - The current reliance on large-scale, long-distance transmission and public grid adjustments is insufficient to meet the rapid growth of renewable energy, necessitating a transition to integrated development to enhance local consumption and reduce dependence on the main grid [3][4]. - The proposed "integrated development" approach aims to address these challenges by promoting multi-dimensional integration across energy types, industry chains, and production-consumption coordination [4]. Group 3: Multi-Dimensional Integration - The guidelines suggest enhancing the integration of renewable energy with other energy types to improve supply reliability and system stability, breaking down barriers between different energy sources [5]. - A case study of a comprehensive energy station in Huai Bei demonstrates the potential for integrating solar power, energy storage, and charging facilities to provide stable power supply and additional revenue opportunities [5]. Group 4: Sectoral Integration - The guidelines encourage deep integration of renewable energy with various sectors such as transportation, construction, and rural areas, promoting the establishment of integrated energy facilities in transportation hubs to enhance local consumption and alleviate pressure on the main grid [6]. - The integration of renewable energy with heavy industries, such as mining, is highlighted as a significant opportunity for development, showcasing innovative solutions that enable self-sustaining energy systems [7][8]. Group 5: Strategic Industry Development - The guidelines advocate for guiding high-energy-consuming industries to relocate to areas rich in renewable resources, facilitating local consumption and optimizing traditional industries to become more flexible and responsive to renewable energy [8]. - The promotion of integrated development in renewable energy is expected to foster new productive forces and create influential strategic emerging industry clusters, leading to a modern industrial system that harmonizes development with environmental sustainability [8].