Core Insights - The National Energy Administration has announced the first batch of pilot projects for the construction of a new power system, signaling a significant acceleration in the development of a new energy system and new energy power system during the 14th Five-Year Plan period [2][3] - The pilot projects include 43 initiatives across various technologies, such as system-friendly renewable energy stations, virtual power plants, and new energy storage projects, providing clear guidance for industry technology selection and investment layout [3][4] - The pilot projects aim to enhance core capabilities in high-proportion renewable energy integration, grid flexibility, and collaborative development of energy sources, networks, loads, and storage [3][4] Pilot Project Details - The pilot projects encompass a wide range of initiatives, including wind-solar-thermal storage integration, large-scale offshore wind power, and flexible direct current transmission projects [3][4] - The selected pilot cities are distributed across multiple provinces, ensuring a balanced representation of different regions and resource endowments [5][6] - The pilot projects are expected to provide case studies and data accumulation for future large-scale promotion of new energy systems [4][5] Investment and Economic Impact - The State Grid's fixed asset investment during the 14th Five-Year Plan is projected to reach 4 trillion yuan, a 40% increase compared to the previous plan, with an expected annual addition of 200 million kilowatts of renewable energy capacity [6][7] - The overall investment in the new power system is anticipated to reach a scale of 10 trillion yuan, indicating significant growth potential for the industry [6][7] - The dual drive of national policy and substantial funding is expected to create a favorable cycle for the entire power equipment industry chain, establishing a long-term high prosperity development trend [7][8] Industry Opportunities - The advancement of the new power system is expected to support energy security and stability while facilitating the transition to low-carbon energy sources, aligning with national carbon neutrality goals [8] - The related industries, particularly in energy storage, high-voltage transmission, and smart grid technologies, are projected to experience substantial growth opportunities as a result of increased investment and demand [8][9] - The focus on grid-side energy storage is anticipated to see explosive growth, as it is crucial for ensuring grid safety and addressing system stability challenges [8][9]

国家能源局关于公布新型电力系统建设能力提升试点名单（第一批）的通知 国能发电力〔2026〕16号 各省（自治区、直辖市）能源局，有关省（自治区、直辖市）及新疆生产建设兵团发展改革委，北京市城市管理委员会，各派出机构，有关中央企 业： 为加快建设新型能源体系、构建新型电力系统，根据《国家发展改革委 国家能源局 国家数据局关于印发〈加快构建新型电力系统行动方案（2024— 2027年）〉的通知》（发改能源〔2024〕1128号）、《国家能源局关于组织开展新型电力系统建设第一批试点工作的通知》（国能发电力〔2025〕53 号）有关要求，国家能源局组织开展了新型电力系统建设能力提升试点申报和评审工作。现就有关事项通知如下。 一、经有关省级能源主管部门和中央企业推荐，国家能源局组织专家评审，并公示征求各方意见，决定将安徽省淮南市风光热储融合系统友好型新能 源电站项目等43个项目、河北省张家口市等10个城市列为新型电力系统建设能力提升试点（第一批）。 二、各试点单位要按照试点方案扎实做好试点建设，依托试点项目应用新技术、新模式，依托试点城市开展系统集成，同步完善配套政策机制。试点 依托申报方案中完成审批、核准或备案的项目 ...