一十届四中餐 名词卡片 分布式能源 "完善碳排放统计核算体系,稳步实施 地方碳考核、行业碳管控、企业碳管理、项 目碳评价、产品碳足迹等政策制度。发展 分布式能源,建设零碳工厂和园区。" "十五五"规划建议 降义 分布式能源是指在用户侧可以独立运行,以 小型设备充分利用可再生能源或天然气等清洁能 源,满足用户多种用能需求的小型能源系统。按 照利用燃料种类,包括分布式天然气能源站、分 布式光伏、分散式风电,以及其他利用生物质、 太阳能光热、小水电等可再生能源的分布式能源。 据《党的二十届四中全会《建议>学习辅导百问》 分布式能源已经成为新型能源体系的重要组成部分，发展分布式能源对于优化能源结构、推动节能减 排、推进经济社会可持续发展具有重要意义。 一是更好推进碳达峰碳中和。相较于化石能源，可再生能源能量密度低、较为分散，分布式开发利用 比集中式更符合可再生能源的资源和技术特性，同时也能因地制宜利用清洁燃料，降碳减排效果明显。 二是更好满足人民群众用能需求。通过不同利用方式实现能源梯级利用，且运行模式灵活，可以满足 不同场合用能需求。对偏僻山区、海岛等地区，分布式能源可以更好就近布局、满足需求。对供电安全稳 定性要 ...

无论是国家政策的频密出台，还是企业端需求的快速变化，都在说明一个趋势：未来能源系统的核心不 再是单一的大型电源，而是通过分布式能源、储能、智能管理等多种资源形成的"整体协同"。如果说新 能源的大规模发展改变了电源结构，那么分布式能源的兴起，则正在重构整个终端能源使用方式。在过 去二十年里，燃气分布式能源、分布式光伏、分散式风电、多能互补系统、工商业储能、虚拟电厂等技 术路线不断成熟，从零星示范走向深度渗透，从单点应用转向系统集成，其战略意义已经远远超出 了"补充能源"的范畴。而当分布式能源遇上零碳园区建设浪潮，一场从技术创新到产业重构的系统性突 破正在发生——分布式能源正成为零碳园区时代不可或缺的关键引擎。 产业端需求的结构性变化：从"可选"到"必选" 当下的行业情势呈现出一个非常显著的特征：产业端需求发生了结构性变化。传统的"外购电+集中供 热"模式正在难以满足企业绿色化、数字化、低成本、高稳定的综合要求。与此同时，在园区和城市空 间中，新能源消纳、配网承载、负荷波动、极端天气等新的运行矛盾逐渐显现。 这些挑战推动着能源系统必须具备更强的本地化灵活性、更多的自主调节能力、更完善的数字化监测基 础，而这些能力 ...

Core Viewpoint - The release of the "Guidelines for High-Quality Development of Industrial Parks" aims to promote renewable energy consumption, build green supply chains, and enhance the production of green products, ultimately driving regional economic development and guiding industrial upgrades [1][3]. Group 1: Policy and Framework - Over 70% of industrial output and 60% of energy consumption in China are concentrated in industrial parks, making them key areas for achieving carbon neutrality and new industrialization [3]. - The "Guidelines" provide a systematic approach for industrial parks to transition from rapid quantitative growth to effective qualitative improvement, focusing on five major directions: specialization, intensification, digitalization, greening, and standardization [3][4]. Group 2: Low-Carbon Transition - The guidelines represent a shift from pilot explorations to a comprehensive perspective on low-carbon transformation, emphasizing the need for optimizing industrial structure, enhancing supply chains, and ensuring safety in production [5]. - Industrial parks are expected to play a significant role in the construction of "zero-carbon parks," particularly in sectors like wind power, photovoltaics, and battery manufacturing [5][6]. Group 3: Infrastructure Development - The guidelines stress the importance of developing renewable energy infrastructure, such as rooftop photovoltaics, decentralized wind power, and energy storage systems, to support green industrial parks [7][8]. - A tailored approach to green infrastructure development is recommended, taking into account local resources, industrial characteristics, and spatial constraints [7][8]. Group 4: Data Sharing and Digitalization - The guidelines advocate for the enhancement of new information infrastructure, including the deployment of 5G and industrial internet technologies, to facilitate digital transformation in industrial parks [10]. - Addressing the challenges of energy data sharing is crucial, with suggestions for innovative data-sharing techniques that protect corporate data while promoting transparency in carbon emissions [10][11].

Core Viewpoint - Yunnan Province has initiated a comprehensive market-oriented reform of renewable energy pricing, marking a significant step towards the marketization of electricity pricing in the region [1] Group 1: Policy Implementation - The implementation plan issued by Yunnan's Development and Reform Commission, Energy Bureau, and Energy Regulatory Office aims to fully integrate renewable energy projects into the electricity market [1] - All renewable energy project electricity generation will enter the market, with prices determined through market transactions [1] - A price difference settlement mechanism will be established for cases where the mechanism price is above or below the market average, with costs shared among all commercial and industrial users [1] Group 2: Project Classification and Pricing Mechanism - The plan distinguishes between existing and new projects, with existing projects transitioning smoothly under current policies, while new projects will have their mechanism prices determined through competitive bidding [1] - The mechanism price for new projects will have a defined execution period of 12 years, after which prices will be determined by market transactions [1] Group 3: Market Dynamics - The core logic of the plan emphasizes "comprehensive marketization," indicating that renewable energy generation will no longer benefit from preferential pricing policies [1] - This reform follows the 2021 market-oriented reform of coal-fired electricity pricing, intensifying competition between renewable energy and traditional energy sources like coal [1][2] Group 4: Impact on Businesses - The new pricing mechanism will lead to increased price volatility, challenging companies' decision-making and operational capabilities [2] - Companies will need to focus more on project cost-effectiveness and market demand when making investment decisions [2]

Core Viewpoint - The article emphasizes the importance of distributed renewable energy in supporting agricultural modernization and revitalizing rural economies, highlighting its rapid growth and potential in rural areas [1][3]. Summary by Sections Overview of Distributed Renewable Energy in Rural Areas - The application of distributed energy has expanded, with significant reductions in the levelized cost of electricity (LCOE) for new onshore wind and solar projects, reported at $0.034 per kWh and $0.043 per kWh respectively, down 13% and 22% from 2020 [2]. - Companies are focusing on higher efficiency products and integrating solar energy with building applications, while wind turbine manufacturers are developing models suitable for low-speed wind conditions, enhancing the feasibility of distributed wind energy in rural areas [2]. Current Growth and Potential - Since the 14th Five-Year Plan, rural distributed renewable energy, particularly distributed solar, has seen explosive growth, with over 5 million households installing solar systems in 2023, leading to over 500 billion yuan in investments [3]. - The potential for further development remains significant, with estimates suggesting that by 2025, the development potential for rural distributed solar could reach around 1 billion kW, and for distributed wind energy, approximately 250 million kW [3]. Challenges in Distributed Renewable Energy Development - Despite initial successes, the sustainable development of distributed solar and wind energy in rural areas requires further consideration to ensure long-term integration and effectiveness [4]. - The technology needs diversification to adapt to various rural scenarios, as different geographical and climatic conditions can affect energy generation efficiency [5]. - The operational feasibility of large-scale distributed solar and wind projects is limited in densely populated and agricultural regions, necessitating policy support and technological innovation [6]. Enhancing Rural Power Networks - The rapid integration of distributed renewable energy has changed the dynamics of rural power networks, leading to challenges in load matching and network capacity, particularly in areas where infrastructure is already strained [7]. - Investments in rural power distribution networks have increased, but they still lag behind the growth of distributed renewable energy, leading to issues such as equipment overload and voltage instability [7]. Empowering Rural Revitalization through Renewable Energy - The integration of distributed renewable energy is crucial for enhancing agricultural modernization, including electrification and automation, and supporting rural industrial upgrades [8]. - Current renewable energy installations primarily feed into the main grid, limiting local consumption benefits for farmers, who mainly earn from land leasing rather than direct energy use [8]. Recommendations for Promoting Distributed Renewable Energy - Companies should be encouraged to develop technologies suitable for rural applications, with government support in establishing standards and market assessments to stimulate innovation [10]. - The government should identify and promote benchmark technologies that are safe and economically viable for rural settings, drawing from successful case studies [11]. - Enhancing rural power networks and integrating distributed renewable energy with agricultural electrification and industrial transformation are essential for sustainable rural development [15].

Core Viewpoint - The implementation plan aims to promote the market-based formation of on-grid electricity prices for renewable energy in Ningxia, establishing a sustainable pricing mechanism to support high-quality development of the sector [1][2]. Group 1: Implementation Plan Details - The plan specifies that all renewable energy projects, including centralized and distributed wind and solar power, will participate in the electricity market, with prices determined through market transactions [1]. - A sustainable price settlement mechanism will be established, with a price difference settlement mechanism for cases where market transaction prices deviate from the designated mechanism price [1]. - The mechanism price is set at the benchmark price for coal-fired power in Ningxia, which is 0.2595 yuan per kilowatt-hour [1]. Group 2: Pricing and Market Mechanism - For renewable energy projects, the mechanism price will be determined through unified bidding, with a bidding upper limit of 0.2595 yuan per kilowatt-hour and a lower limit of 0.18 yuan per kilowatt-hour [2]. - The plan outlines that the mechanism will not apply to renewable energy projects after October 1, 2025, and that changes in investment entities will not affect the original electricity scale and mechanism price [2]. - The first bidding process is tentatively scheduled for October, with further details on bidding organization, rules, and processes to be released [3].

Group 1: Policy Changes and Market Impact - Zhangjiakou City has shifted wind power projects from an approval system to a filing system, marking the first local wind power filing policy [1] - The wind power concept index rose from 902.39 points to 956.21 points, a 5.96% increase over three trading days from August 15 to August 17 [1] - On August 17, 14 wind power concept stocks, including Baota Industry and Chuanrun Co., reached their daily limit [1] Group 2: Development of Distributed Wind Power - Distributed wind power is lagging behind onshore and offshore wind power, with only about 10 million kW installed by the end of 2021, representing a low proportion of total wind power capacity [2] - The "Three North" regions accounted for 84% of new wind power installations in the first half of the year, indicating a significant focus on centralized wind power [2] - Cost reduction is crucial for the large-scale promotion of distributed wind power projects due to their smaller scale and higher costs [2] Group 3: Advantages and Future Potential - Distributed wind power has advantages such as proximity to the electricity market, which can reduce or eliminate transmission costs [3] - The flexibility of installation and ease of power consumption make distributed wind power economically viable as costs decrease and efficiency improves [3] - Wind and solar power are expected to account for 65% to 70% of the new energy system in the future, indicating significant growth potential for wind power [3] Group 4: Industry Opportunities and Company Strategies - The "Thousand Villages and Ten Thousand Towns Wind Action" plan aims to adjust the energy structure and promote renewable energy development [4] - The shift to a filing system is expected to simplify the approval process for distributed wind power projects, attracting more companies to participate [4] - Estimates suggest that the annual demand for wind turbines could increase from 50 GW to 60-70 GW during the 14th Five-Year Plan period, with growth rates rising from 10% to 25% from 2023 to 2025 [4] Group 5: Company Engagement in Distributed Wind Power - Several listed companies in the wind power industry are actively engaging in distributed wind power projects, with Yunda Co. expressing optimism about future prospects [5] - By the end of 2021, 13 turbine manufacturers had added distributed wind power installations, with Goldwind Technology leading at 2.672 million kW, accounting for 33.3% of the total [5] - Companies like Dongfang Cable and Xinqianglian are expected to benefit from the rapid growth in new wind power installations [5]

Core Viewpoint - The Shanghai Municipal Development and Reform Commission has announced a comprehensive market-oriented reform for renewable energy pricing, mandating that all renewable energy projects in Shanghai participate in market trading by the end of 2025, thereby establishing a market-driven pricing mechanism for renewable energy [1][3]. Group 1: Market Participation - All renewable energy generation, including centralized and distributed solar and wind power, as well as biomass energy, must participate in market trading by the end of 2025 [1][3]. - Renewable energy projects can either directly quote their output for market trading or aggregate their output for trading; those not participating will default to market prices [1][3]. Group 2: Trading Mechanisms - The reform aims to establish a robust medium- and long-term trading and pricing mechanism, allowing renewable energy projects to engage in annual, monthly, and intra-monthly trading cycles [1][3]. - The notification encourages long-term purchase agreements between renewable energy producers and electricity users to stabilize supply and demand relationships [1][3]. Group 3: Pricing Mechanism - A price difference settlement mechanism will be established for renewable energy participating in market trading, ensuring that the average market price is compared against a set mechanism price [4][5]. - Existing projects will have their pricing and volume determined based on current policies, while new projects will have their pricing established through competitive bidding [4][5]. Group 4: Monitoring and Coordination - The reform includes a mechanism for monitoring electricity prices and assessing price fluctuations to ensure stability in the market [5]. - There will be a focus on policy coordination to align the renewable energy pricing reform with broader energy and environmental goals [5].

Core Viewpoint - The Shanghai Municipal Development and Reform Commission has announced a notification regarding the market-oriented reform of renewable energy grid connection prices, stating that all renewable energy grid-connected electricity will participate in market trading by the end of 2025 [1] Group 1 - All grid-connected electricity from renewable energy projects, including centralized solar, centralized wind, distributed solar, distributed wind, and biomass power generation, will enter the electricity market [1] - The market trading will determine the grid connection price for renewable energy [1]

Core Viewpoint - The article discusses the implementation plan for the market-oriented reform of renewable energy grid pricing in Gansu Province, aiming to promote high-quality development of renewable energy through market transactions and price mechanisms [1][17]. Summary by Sections Market Entry and Pricing Mechanism - All renewable energy projects in Gansu, including centralized and distributed solar and wind power, will have their grid electricity enter market transactions, with prices determined through market trading [1]. - Distributed solar projects can participate as independent market entities or aggregate to enter the market, while those not participating will default to the weighted average price of all renewable projects in the real-time market [1]. Existing Projects Pricing and Scale - For existing renewable projects that commenced operation before June 1, 2025, the mechanism's electricity scale is set at 154 billion kWh, with a mechanism price of 0.3078 yuan per kWh [2][3]. - The execution period for these projects will be determined based on the earlier of the remaining reasonable utilization hours or a 20-year full lifecycle [3]. New Projects Pricing and Scale - For new renewable projects starting after June 1, 2025, the annual scale of electricity included in the mechanism will depend on the national renewable energy consumption responsibility and user capacity [7]. - The mechanism price for these projects will be determined through competitive bidding, with a cap on the bid price [8]. Project Submission and Qualification - Projects must provide various documentation to qualify for the bidding process, including operational permits and project approvals [10][11]. - Distributed energy aggregators must be registered companies in Gansu and provide necessary documentation for their projects [12]. Mechanism Electricity Scale and Limits - The annual mechanism electricity scale will be clarified by the provincial development and reform commission and related departments by September 30 each year [13]. - To prevent irrational pricing, individual project submissions for mechanism electricity cannot exceed 80% of their expected total grid electricity [14].