“十万亿”山东掀起了绿色能源变革

Core Viewpoint - Shandong Province has made significant strides in transitioning to green energy, with non-fossil energy power generation capacity reaching 139 million kilowatts by 2025, increasing its share from 31% to 54%, surpassing coal power for the first time [2][3]. Group 1: Energy Transition Achievements - During the "14th Five-Year Plan" period, Shandong's energy consumption intensity decreased by 22%, and carbon emission intensity fell by 20.5% [2][3]. - The proportion of days with good air quality reached 77.8%, and Shandong has consistently received high marks in central pollution prevention assessments [2][3]. - The province has closed 10.9427 million kilowatts of small coal-fired power units, with over 87% of operational coal power units being large-scale [6][5]. Group 2: Industrial Transformation - Shandong's industrial focus has shifted from heavy industries like steel and petrochemicals, which heavily relied on coal, to cleaner energy sources [5][6]. - The province has implemented measures to reduce carbon emissions in high-energy-consuming industries, including relocating steel production to coastal areas and closing high-energy-consuming production capacities [5][6]. - The integration of smaller refineries and the establishment of world-class refining and chemical projects have improved energy efficiency and product value [6] . Group 3: Green Energy Development - Shandong has actively expanded external green electricity supply channels and coordinated the construction of new energy stations within the province [10][11]. - The "External Electricity into Shandong" strategy has successfully delivered over 1 trillion kilowatt-hours of external power to the province over the past 20 years [10][11]. - By 2025, Shandong's distributed photovoltaic projects have become a major force in new energy station construction, with a total installed capacity of over 115 million kilowatts, accounting for 48.3% of total power generation capacity [11][12]. Group 4: Policy and Market Innovations - Shandong has pioneered several market reforms in the electricity sector, including the introduction of capacity compensation systems and retail price caps to stabilize electricity prices [14][15]. - The province is also a leader in the development of an electricity spot market, which enhances resource allocation and price signals [13][14]. - New energy mechanism price bidding results have indicated a shift towards wind power and energy storage development, with significant investments expected in these areas [15][16]. Group 5: Future Goals and Initiatives - The Shandong government aims to establish 20 provincial-level zero-carbon parks and explore integrated models for energy sources, networks, loads, and storage [18][19]. - The zero-carbon parks are designed to achieve net-zero carbon emissions through various technological and management measures, promoting sustainable development [19][20]. - The province plans to continue optimizing its energy structure by advancing nuclear power and large-scale clean coal projects [16][20].