Depth report

　　

To achieve the goal of generating over 1.2 billion kilowatts of wind and solar power by 2030, the role of new energy in ensuring and increasing energy supply must be given better play.

On May 30, the National Development and Reform Commission and the National Energy Administration issued the Implementation Plan on Promoting high-quality Development of New Energy in the New Era (hereinafter referred to as the Implementation Plan).

The implementation plan points out that in recent years, China has achieved remarkable results in the development of new energy represented by wind power and photovoltaic power generation, with the installed capacity ranking first in the world, the proportion of electricity generation rising steadily, and the cost falling rapidly. China has basically entered a new stage of development without subsidies at affordable prices. At the same time, the development and utilization of new energy still have some constraints such as inadequate adaptability of the power system to large-scale and high proportion of new energy network and consumption, and obvious constraints of land resources.

The implementation plan emphasizes that in order to achieve the goal of generating over 1.2 billion kW of wind and solar power by 2030 and accelerate the building of a clean, low-carbon, safe and efficient energy system, new energy must play a better role in ensuring and increasing energy supply, and help achieve carbon peak and carbon neutralization.

Let's look at the important statements of the Implementation Plan:

1. Accelerate the construction of large wind power photovoltaic bases focusing on desert, gobi and desert areas.

2. Encourage local governments to increase efforts to support farmers to use the roofs of their own buildings to construct household photovoltaics, and actively promote the development of decentralized wind power in rural areas.

3. Promote the application of new energy in industry and construction. By 2025, the rooftop pv coverage of new buildings in public institutions should reach 50 percent; Public institutions are encouraged to install photovoltaic or solar thermal facilities in existing buildings.

4. Guide the whole society to consume green electricity such as new energy, and encourage all users to buy products made from green electricity such as new energy.

5. Increase the flexibility transformation of coal power units, hydropower expander, pumped storage and solar thermal power projects to promote the rapid development of new energy storage. Encourage the use of solar thermal power generation as peak-regulating power source in western regions with good lighting conditions.

6. Support direct transactions between new energy projects and users, and encourage signing of long-term electricity purchase and sale agreements. In power spot market pilot areas, new energy projects are encouraged to participate in power market transactions in the form of contracts for difference.

7. Strengthen international cooperation on intellectual property rights in the new energy industry, and actively participate in the formulation and revision of international standards and conformity assessment procedures in the fields of wind power, photovoltaic, ocean energy, hydrogen energy, energy storage, smart energy and electric vehicles.

8. To study the inclusion of qualified public welfare construction projects in the field of new energy into the scope of local government bond support.

9. Support qualified financial institutions to provide green asset-backed (commercial) bills, factoring and other innovative solutions to meet the capital needs of new energy enterprises.

10. Increase the support of green bonds and green credit for new energy projects. To study and explore the inclusion of new energy projects in the scope of pilot infrastructure real estate investment trusts (REITs) support.

We will accelerate the construction of large wind power photovoltaic bases in desert, gobi and desert areas

"Difference" is a critical period of carbon at peak, the window period, "the" difference "modern energy system planning" clear, to put more effort into planning and construction on the basis of large wind power photovoltaic base, with its surrounding clean, efficient and advanced energy-saving coal for support, to stabilize the safety and reliability of uhv transmission lines as the carrier of the given new energy supply system.

Officials from the National Energy Administration have pointed out that the western region is rich in fossil and renewable energy resources and should continue to play a strategic role in supporting national energy security. According to the data disclosed by the National Development and Reform Commission at the beginning of the year, China has planned to build 450 million kilowatts of large-scale wind power photovoltaic bases in deserts, gobi and desert, reaching the largest scale in China's history.

In terms of development and utilization mode, the Implementation Plan firstly proposes to accelerate the construction of large-scale wind power photovoltaic bases focusing on desert, gobi and desert areas.

"Implementation plan" put forward at the same time, will put more effort into planning and construction on the basis of large scenery electricity base, with its surrounding clean, efficient and advanced energy-saving coal as support, safe and reliable stability of uhv transmission lines as the carrier of the given new energy supply system, in the land pre-trial site selection, planning, environmental protection and so on strengthening coordination and guidance, improve the efficiency of examination and approval. In accordance with the requirements of promoting the optimal combination of coal and new energy, we will encourage coal and power enterprises to develop substantive joint ventures with new energy enterprises.

In terms of ensuring reasonable space requirements for the development of new energy, the Implementation Plan also mentions that, on the basis of meeting the requirements of territorial space planning and use control, unused areas such as deserts, gobi and deserts should be fully utilized to lay out and build large-scale photovoltaic power bases. Space information on new energy projects will be incorporated into the "map" of territorial space planning in accordance with regulations.

We will encourage and support the development of photovoltaic wind power in rural areas

The implementation plan calls for integrated development of new energy development and rural revitalization. Local governments will be encouraged to increase support for farmers to use photovoltaic panels on the roofs of their own buildings for household use, and actively promote the development of decentralized wind power in rural areas.

An official of the National Energy Administration pointed out that the green and low-carbon energy transformation in rural areas is not only an important part of the green and low-carbon energy transformation, but also an important way to promote rural revitalization. In rural areas, priority should be given to support rooftop distributed photovoltaic power generation and biogas power generation and other biomass power generation to be connected to the power grid, and power grid enterprises should be given priority to acquire their power generation. These policies and measures will create favorable conditions for local production and consumption of clean and low-carbon energy and lower energy costs in rural areas.

The Implementation Plan proposes to coordinate the rural energy revolution with the development of rural collective economy, foster new market players such as rural energy cooperatives, and encourage village collectives to participate in the development of new energy projects by taking advantage of the stock of collective land in accordance with the law through mechanisms such as pricing and share of shares and income sharing. Encourage financial institutions to provide innovative products and services for farmers to invest in new energy projects.

Liu Jin, a professor at Cheung Kong Graduate School of Business, previously said that in the next 30 years, the real fastest growth in energy is new energy represented by photovoltaic and wind energy. From an economic point of view, there are only two ways to achieve carbon neutrality: one is to reduce the cost of new energy, which requires technological progress and scale effect brought by large-scale application. The second is to increase the cost of carbon emissions, such as carbon taxes and carbon trading.

We will promote the application of new energy in industry and construction and guide the whole society to consume green electricity

In terms of development and utilization mode, the implementation plan also proposes to promote the application of new energy in industry and construction. In industrial enterprises and industrial parks where conditions permit, we will accelerate the development of new energy projects such as distributed photovoltaic and decentralized wind power, support the development of green industrial microgrids and the integration of power, storage and storage of source networks, promote the complementary and efficient use of multiple energy sources, carry out trials of direct electricity supply from new energy sources, and increase the proportion of new energy in end-use energy. We will promote the in-depth integration of solar energy and architecture. We will improve the integrated application technology system of photovoltaic buildings and expand the consumer group of photovoltaic power production.