Core Viewpoint - The article discusses the release of the "Guiding Opinions on Promoting the Consumption and Regulation of New Energy" by the National Development and Reform Commission and the National Energy Administration, marking a new phase of refined management in new energy consumption, with a goal to establish a multi-level consumption regulation system by 2030 to meet the annual demand for the reasonable consumption of over 200 million kilowatts of new energy [1][2]. Group 1: Classification and Strategy - The "Guiding Opinions" introduce a classification approach for coordinating new energy development and consumption, emphasizing the need for differentiated management strategies based on various development scenarios [2][3]. - The document outlines five categories of scenarios for new energy consumption and supports four types of new business models for local consumption, indicating a shift from a single management model to a more tailored approach [2][3]. Group 2: New Business Models and Integration - The promotion of new business models and innovative development in new energy consumption is highlighted, including integrated development models that combine new energy with industrial applications [3][4]. - Local consumption is identified as a key focus for the 14th Five-Year Plan, aiming to reduce risks associated with long-distance transmission and lower investment costs [3][4]. Group 3: Support for Enterprises - The optimization of consumption and regulation models is expected to enhance the operational guarantees for enterprises involved in new energy, providing a solid foundation for reasonable profit expectations [5]. - Companies are encouraged to invest in key technologies such as new energy storage and virtual power plants to improve output stability and participate actively in green certificate markets for additional revenue [5]. Group 4: Evaluation and Metrics - The "Guiding Opinions" propose a shift from a single utilization rate metric to a comprehensive evaluation system for new energy consumption, taking into account various factors such as installed capacity, generation volume, and regional characteristics [8][9]. - Local energy authorities are tasked with setting annual new energy utilization targets and developing a dynamic evaluation system that reflects the unique characteristics of their regions [8][9].
两部门发文明晰新能源多元消纳路径,我国新能源发展进入精细化管理新阶段
中国有色金属工业协会硅业分会·2025-11-17 08:53