Two departments issue document: By 2035, the basic construction of a new type of power system adapted to high proportion new energy will be completed
2025-11-11
On November 10th, the National Development and Reform Commission and the National Energy Administration issued the "Guiding Opinions on Promoting the Consumption and Regulation of New Energy". The Opinion proposes that by 2030, a coordinated and efficient multi-level new energy consumption and regulation system will be basically established, continuously ensuring the smooth connection, diversified utilization, and efficient operation of new energy, and the demand for new electricity consumption will mainly be met by new energy generation. Meet the reasonable consumption demand for new energy sources with an annual capacity of over 200 million kilowatts nationwide, and help achieve the carbon peak target. By 2035, a new type of power system adapted to a high proportion of new energy will be basically completed, and the new energy consumption and regulation system will be further improved. The Opinion on Guiding the Development and Consumption of New Energy by Classification specifies that new energy development and consumption should be guided by classification. At the level of large-scale bases, we will focus on promoting the coordinated development of three types of scenarios: coordinating the external transmission and on-site consumption of the "Shagehuang" new energy base, promoting the large-scale on-site consumption of the "Shagehuang" new energy base through integrated development of new energy, transfer of industrial gradients in the eastern region, and exploration of consumption potential in the western region; Optimize the integrated development and consumption of water, wind, and solar power bases, relying on large-scale hydropower bases in Southwest China, fully considering the characteristics of hydropower regulation, and optimizing the configuration of new energy; Promote the standardized and orderly development and consumption of offshore wind power, implement the requirements for high-quality development of the marine economy, scientifically layout offshore wind power, continue to promote offshore wind power development, and orderly promote the construction of far-reaching offshore wind power bases. At the level of new energy consumption methods, the "Opinions" require the scientific and efficient promotion of centralized new energy development and consumption within the province. Taking into account resource conditions, electricity consumption growth, and the implementation requirements for the responsibility weight of renewable energy power consumption, we will scientifically layout centralized new energy within the province, optimize development structure, reasonably grasp construction pace, strengthen regulatory capacity building, enhance the carrying capacity of the power grid, and ensure efficient consumption of new energy; Actively expanding the development and consumption space of distributed new energy. Fully tap into the potential of distributed new energy resources and expand the development scenarios of distributed new energy. Enhance the self-regulation capability of distributed new energy and increase the proportion of self use. The Opinion proposes to promote the innovative development of new energy consumption models and formats. In terms of innovating the integrated development model of new energy, the "Opinions" propose to study and formulate policy measures to promote the integrated development of new energy, support areas rich in new energy resources such as "Shagehuang" to strengthen the coordination of the upstream and downstream industrial chains of new energy, and establish an integrated development industrial system. Enhance the application level of green electricity in the manufacturing of new energy equipment, and achieve the goal of "creating green with green". Coordinate the layout of integrated industries for the production, storage, transportation, and use of green fuels such as hydrogen, ammonia, and alcohol, and create a "flexible load". Promote the construction of zero carbon parks. In promoting the integrated development of new energy and industry, the "Opinions" require actively promoting the gradient transfer of industries in the eastern region and the coordinated integration of new energy bases for on-site consumption, and steadily and orderly promoting the transfer of high load energy industries to the western clean energy advantage areas. Support regions rich in new energy resources to achieve the integrated development of strategic emerging industries such as information technology, high-end equipment manufacturing, and new materials with new energy. Strengthen the coordinated planning, layout, and optimized operation of new energy and computing power facilities, and promote the green development of computing power facilities. In terms of supporting the development of new energy consumption and new business models nearby. The Opinion clearly states that promoting the integration of source, grid, load, and storage, direct connection of green electricity, smart microgrids, and the integration of new energy into incremental distribution networks, as well as promoting the healthy and sustainable development of new energy consumption and new business models nearby, and supporting the nearby integration of new energy. In addition, the Opinion also proposes to improve the national unified electricity market system that promotes the consumption of new energy. (New Society)
Edit:Yao jue Responsible editor:Xie Tunan
Source:China Securities Journal
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