加快建设新型电力系统,能源央企积极布局
第一财经·2025-09-24 08:59

Core Viewpoint - Accelerating the construction of a new power system is an effective measure to achieve the "dual carbon" goals, with the "14th Five-Year Plan" period being crucial for breakthroughs in this area [2][5]. Group 1: New Power System Development - The National Energy Administration emphasizes the need to focus on high-quality development in the power industry, coordinating various aspects such as sources, networks, loads, and storage [2][5]. - Key recommendations include promoting clean energy sources, digitalization of the grid, flexible load management, and diversified energy storage to enhance the system's ability to accommodate renewable energy [2][3]. Group 2: Energy Security and Supply System - The new power system is seen as a strategic choice for ensuring energy security and is essential for planning a new energy system [5]. - The share of renewable energy in total installed capacity has surpassed 60%, with wind and solar power installations reaching 1.68 billion kilowatts, exceeding thermal power for the first time [7]. Group 3: Role of State-Owned Enterprises - State-owned enterprises are the main force in the development of renewable energy, with their combined wind and solar capacity nearing 55% of the national total [10]. - The State Grid Corporation plans to invest an average of 677 billion yuan annually during the "14th Five-Year Plan" period, reflecting a commitment to enhancing energy supply security [10]. Group 4: Technological Innovation - Technological innovation is crucial for constructing the new power system, with a focus on advanced materials, high-end equipment, and digital operations [11]. - The need for independent innovation is emphasized, with calls for collaboration between industry, academia, and research to tackle key technologies [11].