2026年微电网迎来三大政策利好

Policy Opportunities - The top-level design has clarified the direction for the microgrid industry, with the National Development and Reform Commission and the National Energy Administration issuing guidelines to promote high-quality development of the power grid, aiming to establish a new type of grid platform by 2030 that includes intelligent microgrids as a beneficial supplement [4][5] - The "Application Guidelines" provide a detailed roadmap for the implementation of industrial microgrids, setting a target for renewable energy self-consumption in new industrial solar and wind projects to be no less than 60% annually [4][5] - A series of pilot projects have been launched, with intelligent microgrids included as one of the seven key pilot directions, showcasing diverse application scenarios from industrial parks to ports [5][6] Definition of Microgrid - Microgrids are small-scale power systems composed of distributed energy sources, storage devices, and energy conversion systems, capable of operating both in grid-connected and island modes [7][8] - The industrial green microgrid aims to provide green electricity to industrial users, integrating various renewable energy sources and technologies to create a comprehensive energy system [8][9] Construction of Industrial Microgrids - The "Application Guidelines" outline six key construction components for industrial green microgrids, including renewable energy generation, utilization of industrial waste energy, and new energy storage applications [10][11] - New energy storage plays a critical role in microgrid systems, with various storage technologies recommended based on specific needs such as peak shaving, frequency support, and thermal load regulation [12][13] Application Scenarios - The guidelines identify four typical application scenarios for industrial microgrids, including high-energy-consuming industries like steel and petrochemicals, flexible application scenarios in sectors like textiles and automotive, scalable adjustable applications in industries like aluminum and polysilicon, and high-reliability applications in computing facilities [14][15][16] Future Development - The focus of the industry is shifting from "whether to build" to "how to build well" and "how to achieve win-win outcomes," requiring collaboration on technical standards and sustainable business models [17]