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新能源消纳新政落地 每年催生2亿千瓦以上增量市场
Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued guidelines to enhance the consumption and regulation of renewable energy, aiming for a high-quality integration of renewable energy development and consumption by 2030 and 2035 [1][2]. Group 1: Goals and Targets - By 2030, a multi-level renewable energy consumption and regulation system will be established, with new electricity demand primarily met by renewable energy generation [1]. - The new power system's adaptability will significantly improve, with the capacity to accommodate over 200 million kilowatts of new renewable energy annually [1]. - By 2035, a high-proportion renewable energy power system will be in place, enabling efficient consumption and optimal allocation of renewable energy nationwide [1]. Group 2: Development and Integration - The guidelines emphasize innovative integrated development paths, promoting the construction of zero-carbon parks and the integration of green fuels such as hydrogen, ammonia, and alcohol [2]. - There will be a focus on the fusion of renewable energy with strategic emerging industries like information technology and high-end equipment manufacturing in resource-rich areas [2]. - New business models for local renewable energy consumption will be developed, including integrated source-grid-load-storage systems and smart microgrids [2]. Group 3: System Enhancements - The new power system's adaptability to renewable energy will be enhanced by improving system regulation capabilities and optimizing renewable energy control models [2]. - A unified national electricity market system will be established to facilitate renewable energy consumption, expanding the market-oriented framework for renewable energy [2]. - Innovative pricing mechanisms will be introduced to promote renewable energy consumption [2].
利好来了,两部门重磅发布
Zheng Quan Shi Bao· 2025-11-10 12:41
Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have released guidelines to promote the consumption and regulation of renewable energy, aiming to establish a multi-level renewable energy consumption and regulation system by 2030, ensuring that new electricity demand is primarily met by renewable energy generation [1][3][5]. Group 1: Renewable Energy Consumption and Regulation - By 2030, a collaborative and efficient multi-level renewable energy consumption and regulation system is expected to be established, ensuring smooth grid connection, diversified utilization, and efficient operation of renewable energy [5][6]. - The guidelines aim to meet the annual renewable energy consumption demand of over 200 million kilowatts nationwide, contributing to carbon peak goals [5]. - The guidelines emphasize the need for a unified national electricity market system to facilitate renewable energy consumption [7][9]. Group 2: Development and Integration of Renewable Energy - The guidelines propose optimizing the development and consumption of water and wind power bases, leveraging the characteristics of hydropower for better configuration of renewable energy [5][6]. - There is a focus on promoting the orderly development and consumption of offshore wind power, with an emphasis on optimizing offshore transmission networks [6][10]. - The guidelines encourage the integration of renewable energy with industrial development, promoting the transfer of high-energy industries to regions with clean energy advantages [6][10]. Group 3: Market Mechanisms and Pricing - The guidelines call for the expansion of a market-oriented system for renewable energy consumption, including flexible trading mechanisms and long-term power purchase agreements [8][9]. - There is a push for innovative pricing mechanisms to facilitate renewable energy consumption, including adjustments to cross-province and cross-region transmission pricing [9][10]. - The guidelines highlight the importance of developing a green certificate market and coordinating the "electricity-certificates-carbon" market to reflect the environmental value of renewable energy [9]. Group 4: Enhancing Grid Capacity and Flexibility - The guidelines stress the need to enhance the grid's capacity to accommodate renewable energy, including the construction of new grid platforms and the optimization of electricity flow [10]. - There is an emphasis on the development of advanced storage technologies and the construction of pumped storage power stations to improve system regulation capabilities [10]. - The guidelines advocate for the construction and intelligent upgrading of distribution networks to support large-scale distributed renewable energy integration [10].