"'十五五'期间，确保能源安全供应裕度、深化供应结构调整，将带动电力投资继续保持较快增长；系统调节成本预计达到万亿元级，拉动全国电力供应成 本增长约0.04元/千瓦时。"中国电力企业联合会规划发展部主任张琳在12月25日由中国能源研究会在北京主办的"能源可持续发展研讨会"上表示。 "十三五"到"十四五"期间，国内新能源电量渗透率从3.3%上升至22%。张琳预计，2030年这一比例将达到30%；新能源总装机在2035年将达到36亿千瓦，未 来每年新增装机2亿千瓦以上。 风电、光伏装机的大规模发展，导致电网出现了一定的消纳困难。 根据张琳提供的数据，随着风电、光伏装机量的持续增长，风光利用率已出现下降的苗头，个别省份已低于90%。以2030年新能源装机28亿千瓦测算，电网 面临的消纳压力将进一步加大。 "国内外均有研究表明，当新能源渗透率超过15%后，电力系统成本会显著上升。目前（电网）对新能源的消纳也面临困难，通过加快抽水蓄能和新型储能 建设，有望破解新能源消纳难题。"张琳说。 张琳进一步称，通过储能破解新能源消纳问题，一方面需要增加电网侧或共享储能的安装，提升储能利用效率；另一方面要通过长时储能，增强保供能力 ...

Core Viewpoint - The "National Certificate Energy Sustainable Development Index" (Energy ESG) was officially launched, marking a significant step in promoting green and low-carbon transformation in the energy sector [1][2]. Group 1: Index Development - The index was developed by the China Energy Research Society and Shenzhen Securities Information Co., Ltd. [1] - The selection process involved ranking securities based on average daily trading volume and market capitalization, followed by ESG scoring to select the top 50 companies [1]. - The total market capitalization of the 50 sample companies is 5.9 trillion yuan, with an average market capitalization of 118.2 billion yuan [1]. Group 2: Sample Companies - The index includes companies with strong ESG scores, profitability, and growth potential, with 12 companies having a market capitalization exceeding 100 billion yuan [1]. - The top ten companies by weight in the index account for 65% of the total weight, including major players like China Yangtze Power, China Shenhua, and China Petroleum [1]. Group 3: Future Plans - The China Energy Research Society plans to collaborate with leading investment institutions to create ESG index funds (ETFs) that track the Energy ESG index [2]. - The goal is to establish a complete ecosystem that includes standard setting, index representation, and fund empowerment to position the index as a core benchmark for ESG investment in the energy sector [2].