The wind and optoelectronic industries are accelerating, and the renewable energy industry in all parts of China is booming. Recently, nine departments including the National Development and Reform Commission and the National Energy Administration jointly issued the "14th Five-Year Plan for Renewable Energy Development". The "14th Five-Year Plan" focuses on the goal of China's total installed capacity of wind power and solar power to reach more than 1.2 billion kilowatts in 2030, and puts forward new tasks and new requirements for the development of renewable energy.

Under the support of the "dual carbon" strategy, domestic renewable energy has entered a new stage of large-scale leap-forward development. On the supply side, the proportion of new installed capacity of renewable energy will further increase; on the consumer side, renewable energy has changed from incremental supplement to incremental main body, and its proportion in energy and power consumption will increase rapidly; on the driving force of industry growth , renewable energy will change from policy-driven development to market-driven development; in terms of industry development quality, it will take into account the three aspects of scale development, market consumption, and stable and reliable power, and gradually grow into the main energy supporting economic and social development.

Judging from the development of the industry in 2022, large-scale scenery bases focusing on deserts, Gobi and desert areas are the main battlefields for new energy development. As of the end of May, the national installed capacity of wind power was about 340 million kilowatts, a year-on-year increase of 17.6%; the installed capacity of solar power generation was about 330 million kilowatts, a year-on-year increase of 24.4%. A number of institutions in the comprehensive industry predict that in 2022, the newly installed photovoltaic power generation capacity in China will be about 100 million kW, the onshore wind power will be added to the grid by more than 50 million kW, and the offshore wind power is expected to be added to the grid by about 6 million kW.

The promotion of renewable energy is supplemented by incremental

Under the guidance of the dual-carbon strategy, the "14th Five-Year Plan" proposes a series of prospective goals for the development of renewable energy. In 2025, non-fossil energy consumption will account for about 20%, and total renewable energy consumption will reach about 1 billion tons of standard coal. During the "14th Five-Year Plan" period, renewable energy accounted for more than 50% of the increase in primary energy consumption.

In 2025, the annual power generation of renewable energy will reach about 3.3 trillion kWh. During the "14th Five-Year Plan" period, the increase in renewable energy power generation accounted for more than 50% of the increase in electricity consumption in the whole society, and the power generation from wind power and solar energy doubled.

In the way of new energy development, base-based and distributed are combined. Optimize and promote the large-scale development of wind power and photovoltaic power generation bases in the "Three Norths" region, coordinate the comprehensive development of water and wind power in the southwest region, and focus on promoting the local and nearby development of wind power and photovoltaic power generation in the southern region of the Middle East. Actively promote the cluster development of offshore wind power in the eastern coastal areas, steadily promote the diversified development of biomass energy, actively promote the large-scale development of geothermal energy, and steadily promote the demonstration development of marine energy.

In the construction of new energy bases, focus on building clusters of new energy bases and offshore wind power bases in Xinjiang, the upper reaches of the Yellow River, the Hexi Corridor, the Jizibend of the Yellow River, northern Hebei, Songliao, and the lower reaches of the Yellow River. Accelerate the promotion of large-scale wind and solar power generation bases focusing on desert, Gobi and desert areas. In Inner Mongolia, Qinghai, Gansu and other western northern deserts, Gobi, and desert areas, speed up the construction of a number of large-scale wind power photovoltaic base projects that are ecologically friendly, economically superior, and reflect the national strategy and national will.

Relying on the existing inter-provincial transmission channels and thermal power "point-to-grid" transmission channels, focus on improving the transmission capacity of the existing transmission channels and the proportion of new energy power, and take multiple measures to increase the distribution of wind power and photovoltaic bases. Relying on the key power transmission channels that have been put into operation and started construction during the "14th Five-Year Plan" period, wind power photovoltaic bases will be built in accordance with the requirement that the proportion of renewable energy in the new channels should not be less than 50%.

At present, offshore wind power is entering a new stage of parity development, facing new challenges in industry development and investment returns. The 14th Five-Year Plan encourages local governments to issue supporting policies to actively promote the large-scale development of offshore wind power. Carry out deep-sea offshore wind power planning, improve the development and construction management of deep-sea offshore wind power, promote the innovation and demonstration application of deep-sea offshore wind power technology, explore the mode of centralized transmission and centralized operation and maintenance, actively promote the cost reduction and efficiency improvement of deep-sea offshore wind power, and develop deep-sea offshore wind power. Demonstration of offshore wind parity.

In Guangdong, Guangxi, Fujian, Shandong, Jiangsu, Zhejiang, Shanghai and other areas with good resources and construction conditions, combined with the construction of base projects, promote the construction of a batch of 1 million kilowatt-level deep-sea offshore wind power demonstration projects, and strive to build one to one by 2025. Two affordable offshore wind farm projects.

In the business model of offshore wind power, explore and promote the demonstration of offshore energy island construction with the characteristics of offshore energy resource supply and conversion hubs, and build integrated facilities for the conversion and utilization of various energy resources such as ocean energy, energy storage, hydrogen production, and seawater desalination. Accelerate the development of offshore wind power clusters, and focus on building five offshore wind power bases in Shandong Peninsula, Yangtze River Delta, Southern Fujian, eastern Guangdong and Beibu Gulf.

In the distributed development mode of wind power and photovoltaics, in industrial parks, economic development zones, oil and gas mining areas and surrounding areas, actively promote the decentralized development of wind power, and promote the local and nearby development of wind power in the southeast of the Middle East according to local conditions; focus on promoting industrial parks, economic development zones, Rooftop photovoltaic development and utilization actions in public buildings, actively promote the integrated development of photovoltaic buildings in new factories and public buildings, implement the "Thousands of Households in Lighting Action", and promote the development of rooftop distributed photovoltaics in the whole county (district) in a standardized and orderly manner. new village.

Promote renewable energy storage and consumption

Different from previous plans, the "14th Five-Year Plan" has set a target for renewable energy installations in 2025, focusing on industry development on consumption and utilization.

The plan proposes that in 2025, the weight of responsibility for the total consumption of renewable energy power in the country will reach about 33%, and the weight of responsibility for non-hydropower consumption of renewable energy power will reach about 18%, and the utilization rate of renewable energy will remain at a reasonable level.

According to the report of the National Energy Administration, in 2021, the national minimum renewable energy power consumption responsibility weight will be 29.4%, and the actual completion value will be 29.4%. In 2021, the national minimum renewable energy power non-water consumption responsibility weight is 12.9%, and the actual completion value is 13.7%. This means that the first two responsibility weight indicators need to be increased by at least 4.3% and 3.6% in 2025.

In particular, the plan regards "pumped storage power stations" as an important path to improve the storage capacity of renewable energy, and vigorously promotes the construction of related projects. At the same time, clarify the independent market main body of new energy storage; guide the sharing of peak shaving and backup resources in the regional power grid, innovate the dispatching operation and market mechanism, and promote the local consumption of renewable energy in the regional power grid.

In terms of the assessment mechanism, during the "14th Five-Year Plan" period, the monitoring and evaluation of the completion of the weight of consumption responsibility in the provincial administrative regions will be strengthened, the inclusion of the local government assessment system will be promoted, and the assessment of the completion of the consumption of power grids and market players will be strengthened to compact local responsibility.

In terms of green energy consumption mechanism, the "14th Five-Year Plan" proposes to strengthen the green power consumption attribute identification function of green certificates, expand the scope of green certificate issuance, promote the formation of green certificate prices by the market, and encourage affordable projects to actively carry out green certificate transactions. Do a good job in the connection between the green certificate and the renewable energy power consumption guarantee mechanism. Do a good job in the connection between green certificate trading and carbon trading, and further reflect the ecological and environmental value of renewable energy.

With the improvement of the assessment mechanism for renewable energy consumption, the green certificate market transaction mechanism will be gradually improved, the green certificate trading market activity and transaction scale will be significantly increased, and the green certificate will become more and more important as an asset attribute of renewable energy companies.

Promote the independent development of renewable energy by taking the market as the lead

During the "14th Five-Year Plan" period, China will adhere to the principle of market leadership, deepen the reform of the energy system and "decentralization, regulation and service", stimulate the vitality of market players, improve the guarantee mechanism for renewable energy power consumption, and give full play to the decisive role of the market in resource allocation. effect.

To improve the market-oriented development system and mechanism of renewable energy, we will start from two aspects: one is to deepen the reform of “delegating power, delegating power, delegating power and serving” in the renewable energy industry and relaxing government regulation; the other is to improve the market-oriented development mechanism of renewable energy and build renewable energy Participate in market trading mechanisms.

In terms of investment management system, during the "14th Five-Year Plan" period, it will focus on promoting the investment of renewable energy projects from the approval system to the filing system, which will greatly reduce the cost of early development of renewable energy.

The plan proposes that for renewable energy projects that do not involve national security, major national productivity distribution and strategic resource development, the approval and filing should be promoted, and the implementation of the enterprise investment project commitment system is encouraged. Optimize the approval and filing process of renewable energy projects, standardize the management of wind power and photovoltaic power generation capacity expansion and renewal, life extension operation, etc., and further simplify distributed renewable energy investment management procedures.

At the same time, establish a multi-department linkage approval mechanism for energy, natural resources, ecological environment, etc., and implement a "one-stop" service for project approval (record); establish a multi-departmental coordination mechanism for the development and utilization of renewable energy, promote the implementation of project construction conditions, and optimize relevant warrants Process.

In terms of the management mechanism for the development and construction of renewable energy, it will improve the management methods for the development and construction of wind power and photovoltaic power generation projects, and establish a project development management mechanism that focuses on market-oriented competitive allocation and combines competitive allocation and market autonomy. Explore the market-oriented development and management mechanism of water-scenery comprehensive bases, and promote all kinds of investors to actively participate in the comprehensive development of water-scenery. Give full play to the guiding role of price signals in the unified national electricity market system, and optimize the layout of renewable energy development and construction through market mechanisms.

In terms of the renewable energy market trading mechanism, the "14th Five-Year Plan" will gradually expand the proportion of renewable energy participating in market-based transactions, and encourage participation in the market to fully absorb electricity beyond the guaranteed hours. Promote renewable energy and electricity consumption responsible entities to sign multi-year long-term electricity purchase and sale agreements, and promote the direct participation of users in the receiving end market in cross-provincial renewable energy transactions. Improve the mechanism for renewable energy to participate in the spot market, and give full play to the role of the intraday and real-time market. Improve the market-oriented transaction mechanism of distributed power generation, standardize the transaction process, and expand the transaction scale. Keywords: infrastructure, infrastructure construction, domestic engineering news, planning and investment

The data shows that in 2021, the electricity trading centers across the country have organized a total of 3,778.74 billion kWh of electricity in the market, a year-on-year increase of 19.3%, accounting for 45.5% of the total electricity consumption in the society, a year-on-year increase of 3.3 percentage points. Editor / Xu Shengpeng