Core Viewpoint - The National Energy Administration (NEA) is actively implementing the spirit of the 20th National Congress of the Communist Party of China, focusing on building a new energy system and ensuring energy supply stability during peak seasons, while promoting renewable energy integration and electric vehicle charging infrastructure development [6][8][9]. Group 1: Energy Situation in the First Three Quarters - The energy supply in China has been stable and effective, with significant policy support leading to orderly industry development and a steady increase in energy investment [10][11]. - The maximum electricity load reached new highs during the summer peak, with July and August seeing electricity consumption exceed 1 trillion kilowatt-hours for two consecutive months [11][28]. - Coal production and oil and gas output have shown steady growth, with coal output increasing by 2%, oil by 1.7%, and natural gas by 6.4% year-on-year [11][12]. Group 2: Renewable Energy Integration - Renewable energy installed capacity has reached nearly 2.2 billion kilowatts, with wind and solar power exceeding 1.7 billion kilowatts, and a 47.7% year-on-year increase in new installations [13][14]. - Renewable energy generation has grown steadily, accounting for approximately 60% of industrial electricity consumption, with total generation reaching 2.89 trillion kilowatt-hours, a 15.5% increase year-on-year [14][15]. - The average utilization hours for hydropower reached 2,551 hours, with wind power achieving a utilization rate of 94% [15][16]. Group 3: Electric Vehicle Charging Infrastructure - The total number of electric vehicle charging facilities reached 18.06 million, a 54.5% increase year-on-year, effectively supporting the charging needs of 40 million electric vehicles [17][18]. - Policies have been implemented to enhance charging infrastructure, with a goal to build 28 million charging facilities by 2027 to meet the demand of over 80 million electric vehicles [18][19]. - New technologies in charging, such as high-power charging stations, have been rapidly adopted, significantly improving charging speed and efficiency [19]. Group 4: Market Mechanisms and Policies - The national unified electricity market has seen a steady increase in trading volume, with a total of 4.92 trillion kilowatt-hours traded, representing a 7.2% year-on-year growth [21][22]. - The NEA is focusing on enhancing the flexibility of the energy system through various measures, including the promotion of virtual power plants and the integration of electric vehicles into the energy grid [41][42]. - The NEA is also addressing the issue of negative electricity prices, which have become more frequent due to the increasing share of renewable energy, indicating a need for better market regulation [36][37]. Group 5: Future Plans and Goals - The NEA aims to achieve a clean, low-carbon, safe, and efficient new energy system by 2035, with specific targets for renewable energy capacity and consumption [37][38]. - Key strategies include expanding renewable energy supply, promoting integrated development, and enhancing the market mechanisms to support high proportions of renewable energy [38][39]. - The NEA is committed to ensuring energy security and stability during peak seasons, particularly in winter, by strengthening fuel supply and enhancing emergency management capabilities [30][31].
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国家能源局·2025-10-31 10:33