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从规模扩张到价值创造:新能源行业迈入高质量发展新阶段
Zheng Quan Ri Bao· 2025-12-26 16:46
本报记者 向炎涛 殷高峰 清晨,西北戈壁滩的大型新能源基地上,成排的风机持续转动,产生的电力通过特高压线路送往东中部负荷中心;南方城 市的产业园区内,屋顶光伏、储能系统与用能设备协同运行,电力交易平台上的价格实时变动……这些曾被视为示范工程的场 景,正在成为我国能源系统的日常状态。 2025年,在装机规模持续扩大的同时,新能源对我国电力供应的支撑作用不断增强。新能源产业过去依赖快速扩张、低价 竞争的发展模式正在发生转变,系统承载能力、产业协同水平和市场机制建设,逐渐成为决定行业发展的关键因素。 站在"十四五"收官与"十五五"启幕的交汇点回望,2025年的新能源行业,在保持增长势头的同时,正加快从规模扩张向价 值创造转型。 产业迈向集成融合 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出,加快建设新型能源体系。持续提高新能源供给 比重,推进化石能源安全可靠有序替代,着力构建新型电力系统,建设能源强国。坚持风光水核等多能并举,统筹就地消纳和 外送,促进清洁能源高质量发展。 从总量指标看,2025年,我国新能源发展仍保持较快节奏。根据国家能源局数据,全年能源重点项目预计完成投资3.54万 亿元,同 ...
专家解读丨以集成融合引领发展理念和范式转型 立体多维打造新能源发展升级版
国家能源局· 2025-11-12 08:58
Core Viewpoint - The article discusses the release of the "Guiding Opinions on Promoting Integrated Development of Renewable Energy" by the National Energy Administration, which aims to transform China's renewable energy development into a more resilient, efficient, and sustainable model, addressing key challenges and promoting high-quality growth in the sector [3][4]. Group 1: Strategic Shift in Renewable Energy Development - The "Opinions" signify a strategic shift in China's renewable energy development from scale expansion to system integration, marking a milestone in the sector's evolution [4]. - As of September 2025, the cumulative installed capacity of wind and solar power is expected to reach 1.71 billion kilowatts, accounting for 46% of the total installed power capacity in the country, with wind and solar power generation contributing 22.3% to the total electricity consumption in the first three quarters of the year [4]. Group 2: Upgrading Development Paradigms - The past development model of "individual efforts" has led to insufficient coordination and resource allocation, necessitating a shift to an integrated development approach [5][6]. - The "Opinions" propose a systematic solution through "integrated development" across three dimensions: horizontal integration (complementarity among energy types), vertical integration (upstream and downstream industry fusion), and temporal integration (coordination between production and consumption) [6]. Group 3: Enhancing Autonomy in Renewable Energy Development - The core objective of the "Opinions" is to enhance the autonomy and competitiveness of renewable energy within the energy system, transitioning it from a supplementary power source to a reliable main power source [7]. - The document emphasizes the importance of diversifying non-electric utilization channels, such as hydrogen production and green methanol, to reduce reliance on real-time grid balancing [7]. Group 4: Action Framework for Integrated Development - The "Opinions" outline a clear action framework for promoting integrated development, focusing on breaking the limitations of renewable resources and enhancing energy supply reliability [8]. - The framework includes promoting multi-dimensional integrated development, such as optimizing power structures in renewable energy bases and encouraging the co-location of wind and solar projects [9]. Group 5: Collaborative Development with Multiple Industries - The "Opinions" advocate for the integration of renewable energy with traditional industries, guiding the relocation of high-energy-consuming industries to resource-rich areas to achieve efficient local consumption of green electricity [11][12]. - The document also highlights the importance of integrating renewable energy with emerging industries, such as data centers, to create new growth drivers [12]. Group 6: Promoting Non-Electric Utilization of Renewable Energy - The "Opinions" stress the importance of developing green hydrogen, ammonia, and methanol industries as key directions for non-electric utilization of renewable energy [13]. - The document encourages the use of renewable energy for heating applications, aiming to replace fossil fuel consumption in both industrial and residential sectors [13]. Group 7: Organizational and Policy Support - To ensure effective implementation of the "Opinions," a comprehensive organizational and policy support mechanism is necessary, including a three-tier project management structure and streamlined approval processes [15]. - The document calls for the establishment of market mechanisms and certification standards to facilitate the participation of renewable energy bases in electricity market transactions [15].