“十五五”能源规划有望上半年出台，新能源不再“单兵作战”

Core Viewpoint - The National Energy Administration (NEA) is set to release the "14th Five-Year" energy plan in the first half of 2023, transitioning the development model of renewable energy from isolated efforts to integrated and collaborative development, which will be a key trend in 2026 [1][2]. Group 1: Energy Planning and Goals - The "14th Five-Year" energy plan aims to establish a new energy system, with a target for non-fossil energy consumption to reach 25% by 2030 and renewable energy generation capacity to exceed 50% [2][3]. - The NEA plans to enhance the integration of energy planning with national economic and social development, with the finalized plan expected to be released in the first half of 2023 [2]. Group 2: Supply and Demand Strategies - The NEA will focus on both supply and demand sides to increase the share of non-fossil energy, promoting a balanced development of wind, solar, hydro, and nuclear power, with an annual growth target of 200 million kilowatts [3]. - On the demand side, efforts will be made to improve energy efficiency in key sectors such as industry, construction, and transportation, while expanding the use of green electricity [3][4]. Group 3: Integrated Development of Renewable Energy - The concept of "integrated and collaborative development" will be emphasized, moving away from isolated approaches to a more systemic integration of renewable energy with various industries and energy sources [6][7]. - The NEA aims to create new energy production and consumption models through "Renewable Energy +", promoting diverse applications in buildings, transportation, and rural revitalization [7][8]. Group 4: Challenges and Opportunities - The renewable energy sector faces challenges such as the need for improved real-time balancing and absorption capabilities for large-scale variable energy sources [6]. - There is significant potential for distributed renewable energy solutions, but current projects in green methanol and sustainable aviation fuel are limited due to demand uncertainties and policy instability [9]. Group 5: Future Directions and Innovations - The NEA is expected to drive the development of new energy storage solutions and flexible coal power systems to support the stability of renewable energy [10]. - The focus will also be on expanding the market for green hydrogen, ammonia, and other renewable energy applications, creating new growth opportunities for the industry [8].