Core Viewpoint - The article emphasizes the importance of a comprehensive policy framework to enhance the consumption and regulation of renewable energy in China, aligning with the country's dual carbon goals and addressing the challenges posed by the rapid growth of renewable energy capacity [3][25]. Summary by Sections 1. Timeliness of the Policy - The issuance of the guidelines is timely as renewable energy has become a key driver for energy transition, with installed capacity of wind and solar exceeding 1.7 trillion kWh by September 2025, accounting for nearly 25% of total electricity consumption [4][5]. - However, the utilization rate of renewable energy has declined, with a national average of 94.6% in the first nine months of 2025, down 2.1 percentage points year-on-year, indicating increasing challenges in energy consumption [5][6]. 2. Classification of Policies - The guidelines introduce five categories of renewable energy development and consumption models, including "desert, grassland, and wasteland" bases, hydropower-wind-solar bases, offshore wind power, provincial centralized systems, and distributed energy [7]. - Each model aims to address specific regional challenges and optimize energy consumption strategies [8][10][11][12][13]. 3. Innovation-Driven Approaches - The guidelines advocate for innovative pathways and business models to enhance the utilization of renewable energy, including expanding non-electric uses of renewable resources such as green hydrogen and ammonia [14][15]. - It also emphasizes the importance of local consumption of renewable energy to improve efficiency and reduce pressure on the grid [16]. 4. Systematic Coordination - A systematic approach is proposed to enhance the adaptability of the new power system to renewable energy, focusing on the coordination of generation, grid, load, and storage [17]. - Specific measures include optimizing coal power flexibility, enhancing inter-provincial electricity exchange, and fostering demand-side response capabilities [18][19][20]. 5. Mechanism Assurance - The guidelines establish a comprehensive management system to ensure effective implementation of renewable energy consumption strategies, including setting differentiated utilization rate targets for different regions [22][23]. - It stresses the need for synchronized planning of renewable energy development and supporting grid infrastructure to ensure high-quality consumption [24].

Core Points - The National Development and Reform Commission has released a draft implementation plan aimed at establishing minimum consumption targets for renewable energy and improving the consumption guarantee mechanism for renewable energy electricity [1][2] - The plan includes a systematic assessment of non-electric renewable energy consumption, marking a significant expansion in the scope of renewable energy consumption promotion [2] Group 1: Renewable Energy Consumption Targets - The draft outlines minimum consumption targets for renewable energy, categorized into electricity and non-electric consumption [1] - Non-electric consumption targets encompass renewable energy applications such as heating, hydrogen production, and biofuels [1] Group 2: Implementation and Monitoring - The plan specifies methods for calculating the completion of non-electric renewable energy consumption targets, using thermal energy as a standard for accounting [1] - The State Council's energy authorities will monitor and evaluate the progress of these targets in key energy-consuming industries [1] Group 3: Industry Opportunities - The new regulations present significant opportunities for non-electric renewable energy developers, particularly in solar thermal utilization, biomass heating, and geothermal energy [2] - The emphasis on various renewable energy applications is expected to create clear market demand, driving growth in the non-electric renewable energy sector [2]

Core Viewpoint - The construction of a new power system in China is crucial for supporting the green transformation of the economy and society, focusing on low-carbon energy structure, clean energy consumption, ecological governance, and the development of strategic emerging industries [1][2][3] Group 1: Low-Carbon Energy Structure - The new power system significantly enhances the proportion of non-fossil energy installations and promotes energy-saving and carbon-reduction measures in coal power, leading to a notable decrease in carbon emissions intensity [1] - As of July this year, non-fossil energy generation capacity reached 2.23 billion kilowatts, accounting for 60.8% of total installed capacity, with over 95% of coal power units achieving ultra-low emissions [1] - The average coal consumption for coal-fired power is projected to drop to 302.4 grams per kilowatt-hour by 2024, supporting the increase in non-fossil energy consumption [1] Group 2: Clean Energy Consumption - The new power system accelerates the implementation of clean energy alternatives in various sectors, including industry, transportation, and agriculture, thereby reducing the use of traditional fossil fuels and lowering pollutant emissions [2] - Since the 14th Five-Year Plan, the proportion of electricity in terminal energy consumption has increased by approximately 4 percentage points [2] - Future advancements in the integration of electricity, hydrogen, ammonia, and alcohol will further enhance the level of clean energy use [2] Group 3: Ecological Governance - Large-scale wind and solar power bases in desertified areas are key to the development of renewable energy, with installed capacity expected to reach 455 million kilowatts by 2030 [2] - The construction of these renewable energy bases will facilitate the restoration of 10.1 million acres of desertified land, promoting both ecological and economic benefits [2] Group 4: Development of Strategic Emerging Industries - The new power system fosters innovation in green low-carbon technologies and digitalization, empowering traditional industries to upgrade and expand [3] - Strategic emerging industries such as renewable energy, energy storage, hydrogen energy, and smart grids are becoming new pillars for stable investment, expanding domestic demand, and job creation [3] - The construction of the new power system also enhances China's global leadership in green low-carbon equipment technology [3]