《关于促进新能源消纳和调控的指导意见》解读︱全链条破局 多维度发力 助力新能源高质量发展

Core Viewpoint - The article discusses the "Guiding Opinions on Promoting the Consumption and Regulation of New Energy," emphasizing the need for a multi-dimensional approach to support the high-quality development of new energy in China, addressing challenges such as consumption difficulties and regulatory pressures [3][9]. Group 1: Multi-faceted Development System - The article highlights the historical context of new energy development in China, noting that during the early "13th Five-Year Plan," regions like Gansu and Jilin faced wind abandonment rates exceeding 30%, and solar abandonment rates over 20% in the northwest [4]. - The "Guiding Opinions" propose a comprehensive set of solutions to enhance new energy consumption, including promoting industrial transfer, improving channel efficiency, and setting consumption targets [4][5]. - Specific measures include optimizing local development structures, enhancing self-regulation capabilities of distributed energy, and transitioning from a rough development model to a refined one [4][5]. Group 2: New Consumption Models and Industries - The article emphasizes the importance of integrating new energy with industrial development, proposing new consumption models that bind the new energy equipment manufacturing industry with green electricity applications [5]. - It suggests exploring green fuel industries such as green hydrogen and ammonia to extend the low-carbon system into transportation and industry, addressing the challenges of intermittent energy [5]. - Various consumption pathways are identified, including industrial transfer, non-electric utilization, and integrated energy systems, guiding the efficient use of new energy during the "14th Five-Year Plan" [5]. Group 3: New Power System Construction - The article notes the transition of China's power system from traditional sources to a high-proportion new energy and dual-direction supply model, necessitating the establishment of new scheduling mechanisms [6]. - The "Guiding Opinions" advocate for a dual approach to regulation, combining traditional and new methods, and emphasize the need for technological innovation in energy storage and virtual power plants [6][7]. - It calls for the development of a new grid consumption platform to enhance the grid's capacity to accept and regulate various scales of new energy [6][7]. Group 4: Optimizing the New Energy Market System - Starting in 2026, new energy will fully participate in the market, with installed capacity and generation volume exceeding 80% [8]. - The article outlines the challenges posed by the randomness and volatility of new energy, proposing the establishment of a multi-layered electricity market to accommodate these characteristics [8]. - It emphasizes the need for improved market rules and pricing mechanisms to ensure fair competition for new energy enterprises and to address the issues of "increased generation without increased revenue" [8][9].