Investment exceeds 20 trillion! "Four bases + distributed"! Analysis of the Key Points of New Energy Development in the "15th Five-Year Plan"

2026-06-26 17:00:13

The "Fifteenth Five-Year Plan" will accelerate the construction of a new energy system, with new energy as the main body, and promote the green, low-carbon transformation and safe and efficient development of energy.

On June 26, the Information Office of the State Council held a series of thematic press conferences on "Starting the Fifteenth Five-Year Plan", introducing the acceleration of https://www.databm.

during the Fifteenth Five-Year Plan period. It is expected to reach 5.4 billion kilowatts in 2030, of which the proportion of new energy installed will exceed 50% and become the main body of power installed. The proportion of non-fossil energy generation has reached 50% and become the main body of electricity. During

the "15th Five-Year Plan" period, we will focus on the large-scale development of non-fossil energy, create five growth sectors of "four bases + distribution", and support the proportion of non-fossil energy consumption to reach 25%. A number of major strategic projects have been

implemented, including the construction of a new energy base for "Shage and Gehuang", an integrated base for water, wind and solar energy, and an offshore wind power base.

It is estimated that the investment in key energy projects and new formats in the 15th Five-Year Plan will maintain a steady growth trend, with a total scale of more than 20 trillion yuan . Among them, the fixed assets investment of the national power grid in the "15th Five-Year Plan" will reach more than 5 trillion yuan.

The following is the full text:

Investment exceeds 20 trillion!

Next, first of all, I would like to invite Mr. Wang Hongzhi to make an introduction. Wang Hongzhi, Member of the Party Leadership Group of

the National Development and Reform Commission and Director of the National Energy Administration:

Good morning, friends from the media, ladies and gentlemen! Thank you for your long-term concern and support for energy work! The overall goal of the Plan is to initially build a clean, low-carbon, safe and efficient new energy system by 2030, which will strongly support the construction of a strong energy country. After five years of development, China's energy system will present four characteristics: First, security and resilience will be more sufficient, the comprehensive energy production capacity will reach 5.8 billion tons of standard coal, the independent support capacity will increase steadily, and energy imports will be more diversified and controllable. Second, the energy structure is better. At present, China's power installed capacity has exceeded 4 billion kilowatts, and is expected to reach 5.4 billion kilowatts in 2030. Among them, the proportion of new energy installed capacity exceeds 50%, becoming the main body of power installed capacity, the proportion of non-fossil energy generation reaches 50%, becoming the main body of electricity, and the consumption of coal and oil reaches its peak. The third is to update the system form, accelerate the construction of a strong, green, low-carbon, integrated, intelligent and efficient new energy infrastructure system, and initially build a new power system. Fourth, the innovation vitality is stronger, the modernization level of the industrial chain has been significantly improved, and the country has entered the forefront of energy science and technology innovation in the world; the market and price mechanism adapted to the new energy system has been more sound, and the unified national power market has been basically established. In order to achieve these goals, we have highlighted the "three enhancements" in the task arrangement.

First, strengthen the overall optimization of spatial layout. We should adhere to the principle of "a national chess game" and optimize the distribution and flow of energy as a whole. The key point is to focus on the large-scale development of non-fossil energy, create five growth sectors of "four bases + distribution", and support the proportion of non-fossil energy consumption to reach 25%. Focus on consolidating the fossil energy production base, clearly focus on the construction of oil and gas strategic support bases such as the Ordos Basin, and optimize the construction of five major coal production bases. We will focus on optimizing the layout of key channels and strengthen the construction of "arteries" for energy transmission, such as the West-to-East Power Transmission Project and the West-to-East Gas Transmission Project.

Second, strengthen the strategic coordination of system construction. The construction of new energy system is a systematic project, and we have planned the strategic task of "six systems". Build a strong and resilient energy security system to enhance energy strategic security, transformation security and emergency security capabilities. Construct a new energy infrastructure system with advanced adaptation to support energy transformation and development. We will build a green and low-carbon energy consumption system, promote energy conservation and carbon reduction in key areas, and implement clean energy substitution in depth. At the same time, we should build a self-reliant and self-reliant energy science and technology innovation system, a coordinated and efficient modern energy governance system, and a three-dimensional and pluralistic energy international cooperation system.

Third, strengthen the support of engineering projects. On the one hand, a number of major strategic projects have been implemented. We will promote major projects such as Yaxia Hydropower with high quality, build a new energy base for "Shagehuang", an integrated base for water and scenery, and an offshore wind power base, and actively promote the construction of coastal nuclear power in a safe and orderly manner. We will comprehensively promote the construction of infrastructure such as oil and gas "one national network" and new power grids. On the other hand, we should actively build new industries and new business projects. Promote the upgrading of electric vehicle charging facilities network, layout and construction of wind and solar hydrogen ammonia alcohol integration base, construction of photothermal power generation project, promote the development of green power direct connection and smart micro-grid, and build a number of zero-carbon parks. It is estimated that the investment in key energy projects and new formats in the 15th Five-Year Plan will maintain a steady growth trend, with a total scale of more than 20 trillion yuan.

In line with the internal and external situation of energy development, we have also planned "three key points" around security, low-carbon transformation and innovative development.

First, we should focus on strengthening oil and gas security. We should strengthen domestic production and vigorously promote oil and gas exploration and development. We will strengthen international cooperation and consolidate and expand diversified imports of oil and gas. We will intensify the development of new energy, strengthen the strategic layout of alternative fuels, and promote the large-scale application of new energy heavy trucks and ships.

Second, we should focus on strengthening the construction of new power grids. The new power grid is one of the "six nets" which are highly concerned by the society. We will optimize the layout of trans-provincial and trans-regional transmission channels, strengthen the coordinated construction and operation of power grids at all levels, and build a new type of safe, reliable, green, low-carbon, resilient, intelligent and flexible main and micro-coordinated power grid.

Third, we should focus on promoting the two-way empowerment of AI and energy. Deeply implement the "AI +" energy action, and accelerate the digital transformation of the energy system. At the same time, we should strengthen the coordinated development of computing and electricity, coordinate the allocation of energy resources and the construction of computing facilities, and promote the use of electricity to strengthen computing and promote electricity. Friends

from the media, ladies and gentlemen, the blueprint has been completed and the future can be expected! It is believed that through continuous efforts in the next five years, a new energy system with stronger security and resilience, better energy structure, renewed system form and stronger innovation vitality will be formed at an accelerated pace, laying a solid foundation for the construction of a strong energy country! Thank you! Now please ask questions. Please inform your news organization before asking questions.

Hong Kong Dagong Wenhui Media Group:

At present, international geopolitical conflicts continue to disturb the oil and gas supply chain, and the proportion of domestic scenery is rapidly increasing, bringing the risk of systemic fluctuations. During the "15th Five-Year Plan" period, what targeted measures will China take to further enhance its energy security capability and enhance its energy self-sufficiency and system resilience against risks in an all-round way?

Wang Hongzhi:

Thank you for your question. I will answer this question.

Energy security concerns the national economy and the people's livelihood. Since the 18th National Congress of the Communist Party of China, General Secretary Xi Jinping has put forward a new energy security strategy of "four revolutions and one cooperation", emphasizing that the rice bowl of energy must be firmly in his own hands. In recent years, under the strong leadership of the CPC Central Committee and the State Council, the National Development and Reform Commission and the National Energy Administration have thoroughly implemented the new energy security strategy, focusing on energy security and green low-carbon transformation, effectively responding to various risks and challenges at home and abroad. Especially since the end of February this year, the global energy market has experienced sharp fluctuations, many countries have experienced varying degrees of energy shortages, soaring oil prices and tight supply, while China's energy system has withstood the impact, the overall balance of supply and demand, the overall stability of prices, showing strong resilience. International media commented that China has not only successfully withstood external shocks, but also made important contributions to stabilizing the global energy market.

The "Fifteenth Five-Year Plan" period is a critical period for basically realizing socialist modernization, laying a solid foundation and making full efforts, and energy demand will continue to grow. We will always put energy security in the first place, adhere to the bottom line thinking and systematic thinking, and focus on three aspects of work.

The first is to do a good job in the "development" and "reserve" of fossil energy. Coal is our greatest strength to stabilize energy supply, and we should do a good job in the construction of coal bases based on this national condition. Domestic exploration and development of oil and gas should be strengthened to stabilize oil production and increase natural gas supply. At the same time, we should strengthen energy reserves, improve the oil and gas reserve system, strengthen coal-based oil and gas production capacity and technology reserves, and improve coal production capacity reserves, so as to achieve "wind and rain do not move like a mountain".

The second is to significantly increase the supply of non-fossil energy. This is the need for transformation and the new space for energy security. 45% of China's energy consumption increment in the "14th Five-Year Plan" has been guaranteed by non-fossil energy, and the proportion in the "15th Five-Year Plan" will be further increased. We will adhere to the simultaneous development of wind, solar, water, nuclear and other energy, build a new power system, promote the large-scale and high-proportion development and utilization of new energy, and accelerate the supply of new electricity consumption by clean energy.

The third is to expand the circle of friends for energy cooperation. As we all know, at present, a large proportion of China's oil and gas comes from the international market. We will continue to diversify energy imports, strengthen mutually beneficial cooperation with key energy resource countries, work with other countries to safeguard the security of energy transport corridors and ensure energy security under open conditions.

For these key tasks, the Plan has made specific arrangements one by one, with the aim of building a strong and resilient energy security system.

Thank you! What indicators have been set in the 15th Five-Year Plan for the Construction of a New Energy System in terms of increasing the proportion of non-fossil energy supply, promoting orderly substitution of fossil energy, energy conservation and carbon reduction? What specific measures will be taken to promote the timely completion of the carbon peak target? Ren Yuzhi, spokesman of

the National Energy Administration and director of the Development Planning Department:

Thank you for your question. It is China's commitment to the international community to achieve the goal of carbon peak on schedule. At present, the energy sector accounts for more than 80% of carbon dioxide emissions. As you asked just now, it is the main battlefield of emission reduction. During the "Fifteenth Five-Year Plan" period, we will speed up the low-carbon transformation with greater efforts and more practical measures, so that green will become a bright background for high-quality development.

In terms of development goals, we have set five enhanced indicators around the transformation of carbon reduction. Among them, the proportion of non-fossil energy consumption, the proportion of non-fossil energy generation and the proportion of electricity in terminal energy consumption are the three indicators that continue the "14th Five-Year Plan", and we have put forward higher goals; At the same time, we have set up two new indicators, one is the carbon emission index per unit power generation, the "15th Five-Year Plan" target is to reduce by more than 10%, this index is a comprehensive index reflecting the green transformation and efficiency improvement of China's power system; The other is the target of energy saving in key industries. Through energy saving and carbon reduction transformation and technological innovation, key industries will save energy during the "15th Five-Year Plan" period. 1.

The road map is available, and the key is to implement it. In terms of specific measures, we will work in the same direction and coordinate carbon reduction on both the energy supply side and the consumption side. On the supply side, we will make an issue of increment and stock. In terms of increment, it is mainly to expand the supply of clean energy. By the end of the 15th Five-Year Plan, the installed capacity of non-fossil energy is expected to exceed 3.5 billion kilowatts, an increase of nearly 50% over the end of the 14th Five-Year Plan. Among them, the installed capacity of wind power and solar power will reach more than 2.8 billion kilowatts, laying a solid foundation for achieving the goal of national independent contribution in 2035. In terms of stock, we should focus on the transformation of traditional energy. We will strengthen green mining and clean production and utilization of coal, promote green and low-carbon development of oil and gas mining and refining industries, strengthen the integration of coal, oil and gas, coal and electricity with new energy sources, and implement the upgrading of a new generation of coal and electricity.

On the consumption side, we mainly focus on saving and substitution. First of all, we should do a good job in energy conservation and utilization. We will strengthen the application of energy-saving and efficient production processes and technologies in the industrial sector, promote energy-saving and carbon-reducing transformation of traditional industries and energy-saving and efficiency-improving of new high-energy industries such as computing power, strengthen building energy efficiency management, and deepen energy-saving and carbon-reducing transformation of public institutions. Here, we also invite our media friends to publicize energy conservation. Every kilowatt-hour of electricity and every drop of oil is hard won. In addition, we should also do a good job of replacing energy with cleanliness. We will implement the target system for the minimum proportion of renewable energy consumption, accelerate the green and low-carbon transformation of the thermal system, promote the construction of about 100 national zero-carbon parks, promote the integration of photovoltaic buildings, promote the large-scale application of new energy heavy trucks, and build low-carbon and zero-carbon transport corridors. At the same time, we will also foster and strengthen the green certificate and green electricity market, strengthen the accounting of non-fossil energy electricity consumption, accelerate the improvement of policy mechanisms, stimulate the potential of energy conservation and carbon reduction in production and life, and constantly improve the green and low-carbon level of energy consumption. Thank you!

Wang Hongzhi:

Please ask Deputy Director Jin Song to answer this question. Wan Jinsong, spokesman and deputy director of

the National Energy Administration:

Thank you for your question. Private enterprises have strong innovation vitality and have always been a new force to promote high-quality energy development. At present, the pace of green and low-carbon energy transformation in China is accelerating, and new models and new formats are emerging, which provides a new blue sea for the development of private enterprises. During the "15th Five-Year Plan" period, we will continue to open the door to construction, promote investment through services, and strengthen support for private enterprises to participate in the construction of new energy systems.

In major energy projects, we should expand the investment space of private enterprises. For major projects such as nuclear power, hydropower, oil and gas storage and transportation facilities with certain benefits, the feasibility of private enterprises'participation is demonstrated one by one. At present, private enterprises have participated in 12 nuclear power projects with a share ratio of up to 20%. During the "15th Five-Year Plan" period, we will continue to open the door to energy projects and issue guidelines for private enterprises to participate in investment in large and medium-sized hydropower projects, so that enterprises can invest in a direction and have guaranteed returns.

In the new mode and new format, we should support private enterprises to show their skills. Among the 105 green power direct connection projects that have been approved, private enterprises account for half of the projects. At present, the policy of multi-user green power direct connection has been introduced to further stimulate the enthusiasm of private enterprises to invest in zero-carbon parks, industrial green micro-grids and integrated energy services. We will further improve the electricity market and pricing mechanism, and support private enterprises to invest in virtual power plants, charging facilities, new energy storage and other projects.

In terms of optimizing the business environment, we should provide better services for private enterprises. We will concentrate on rectifying the chaotic bidding, disorderly competition in the photovoltaic industry, and compulsory industrial support, and continue to promote the fair opening of infrastructure such as power grids and oil and gas pipelines to private enterprises. Simplify the project approval process, implement "one network operation, one window acceptance", improve the service level of "access to electricity", so that enterprises can run less errands and do things better. Regularly carry out dialogue between government and enterprises, evaluate the effect of policies, respond to development demands, and be a good intimate person for enterprises. During

the "15th Five-Year Plan" period, we will introduce new reform and innovation measures one after another, so that private enterprises will have more investment space, more opportunities and more confidence in the energy sector.

Thank you! Influenced by climate change and the increasing proportion of new energy installed, how to ensure the safe supply of electricity during the 15th Five-Year Plan period? What is the preparation for this summer's energy peak?

Wang Hongzhi:

Please ask Director Zhong Ming to answer this question. Du Zhongming, Director of the Electric Power Department of

the National Energy Administration:

Thank you for your question. Last year, the electricity consumption and maximum load of the whole society in our country reached a new high. We have taken active and effective measures to ensure that the power supply has been stable and orderly. During the "15th Five-Year Plan" period, with the surge in power consumption, the rapid increase in demand for electric charging facilities, and the rigid growth of electricity consumption in other industries and residents, we expect that the average annual increase in electricity consumption in China will reach about 600 billion degrees, which is equivalent to the annual increase in electricity consumption in a country with a medium-sized economy.

To this end, we will speed up the formation of a green and low-carbon supply pattern from the

At present, the work of guaranteeing power supply in summer has been carried out in an all-round way. We study and judge the overall balance of power supply and demand in the whole country. The supply of some provinces in East China, Central China (including Southwest China) and South China is tight. By means of inter-provincial power mutual aid, the power supply in these areas can be effectively guaranteed. In the next step, we will study and judge the national power supply and demand situation on a rolling basis every day, strengthen the monitoring and early warning of water inflow from hydropower stations, coal storage and gas supply from power plants, promote the full investment of guaranteed power supply, consolidate the role of coal and electricity as a guarantee, and ensure that gas and electricity can stand up and develop steadily during peak hours. At the same time, we should give full play to the role of large power grids, large channels and large markets, make full use of the power transmission capacity of transmission channels and the surplus resources of various regions, and carry out inter-provincial market-oriented transactions at different times and peaks. In view of the tight supply areas, we should formulate one-province-one-policy measures to deal with the possible shortage of supply in individual provinces under extreme weather conditions in a timely and effective manner, and firmly adhere to the safety of large power grids and the bottom line of people's livelihood.

Thank you! We have also seen a significant increase in investment in coal chemical projects. What are the driving factors of this trend? Will this expansion continue until the end of the current five-year planning period? How should energy security be balanced with climate goals?

Wang Hongzhi:

Please ask Deputy Director Jin Song to answer this question.

Wan Jinsong:

Thank you for your question. Globally, the use of fossil energy has two universal characteristics. The first feature is that thermal power is still the cornerstone of ensuring the security and stability of the power system in all countries. For example, European and American countries mainly rely on gas-fired power generation to support regulation, while China mainly relies on coal-fired power to regulate because of its own energy endowment. At present, the proportion of thermal power installed in China is about 40%, which is lower than world average. In recent years, China's new energy development achievements have attracted worldwide attention, contributing more than half of the world's new wind power and photovoltaic installed capacity. Behind such rapid development, the flexible regulation capability provided by thermal power is indispensable. China has coordinated the transformation of traditional energy and the rapid development of new energy, and has taken a clean, low-carbon, safe and efficient road to high-quality development. Since the 14th Five-Year Plan, the proportion of coal-fired power installed in China has dropped from 49% to 32%, the proportion of power generation has dropped from 61% to 51%, and the emission standards of coal-fired power pollutants are comparable to those of gas and electricity. During the "Fifteenth Five-Year Plan" period, in order to support the rapid development of new energy and ensure energy needs, we should continue to play the role of coal and electricity.

The second feature is that the global fossil energy utilization is gradually changing from fuel to raw material. In recent years, China has continuously strengthened the clean and efficient utilization of coal, improved the comprehensive utilization efficiency of coal as a chemical raw material, promoted the high-end, diversified and low-carbon development of the coal chemical industry, and accelerated the transformation and upgrading of the coal industry.

With regard to energy security and climate goals, I believe you have seen that since the 18th National Congress of the Communist Party of China, China has comprehensively promoted energy security and low-carbon transformation, not only built the world's largest renewable energy system, but also effectively guaranteed energy security. During the "15th Five-Year Plan", we will continue to do a good job in related work. First, in terms of non-fossil energy, we should achieve more and better results, that is, we should make greater efforts to develop non-fossil energy, accelerate the improvement of the safe and reliable substitution ability of new energy, vigorously develop new energy storage and other new regulatory capabilities, and minimize the dependence on fossil energy. Second, for fossil energy, we should be less and stable, based on ensuring energy security, and scientifically and rationally deploy the development and utilization of fossil energy according to the minimum needs of the system, so as to better support economic and social development with a stable supply of energy.

Thank you! What are the specific application scenarios of artificial intelligence in the field of energy? Behind the development of artificial intelligence is computing power, and behind computing power is electricity. How can China promote the collaborative layout of computing power?

Wang Hongzhi:

Thank you for your attention. I will answer this question. At present, artificial intelligence and energy have entered the "fast lane" of two-way empowerment. The application scenarios of artificial intelligence in the field of energy are mainly reflected in three aspects.

Improve quality and efficiency. Assist to complete complex but repetitive work such as intelligent inspection and defect identification, so as to improve work efficiency. For example, the "Kunlun" model of the oil industry has increased the computational efficiency of oil and gas exploration and development by more than 10 times, providing more accurate and efficient decision-making support for the optimization of oil field development plans.

Solve difficult problems. With the large-scale access of a high proportion of new energy, the power system is more complex, and many problems that traditional methods are difficult to deal with can be well solved by artificial intelligence. For example, the "power control" model of the power industry can further improve the level of new energy consumption by responding to the fluctuation of wind power and photovoltaic output in real time and assisting in the generation of power grid dispatching schemes.

Intelligent operation. The application of artificial intelligence has gradually realized the leap from assistant decision-making to autonomous execution. For example, when the distribution network fails, the "Guangming Power" model can sense the abnormal line in real time, locate the fault point accurately, and realize intelligent repair like a "doctor".

At the same time, the explosive growth of artificial intelligence has led to a surge in electricity consumption. For example, for every 5 seconds of high-definition video generated by AI, the electricity consumption is equivalent to 10 mobile phones. In response to this explosive growth, we will coordinate the allocation of energy resources and the construction of computing facilities in accordance with the requirements of "strong computing with electricity and promoting electricity with computing", and promote the coordination of computing and electricity in multiple dimensions.

First of all, we should strengthen coordination in planning and layout. In the western region, we will coordinate the layout of national computing power hubs and the planning and construction of large-scale new energy bases, and promote the coordinated construction of computing power facilities and power systems. In the eastern region, we will promote the collaborative planning of distributed computing power with distributed generation, microgrid and virtual power plants to respond to the demand for computing power nearby.

Second, strengthen coordination in the policy system. Encourage qualified computing power facilities to connect directly with green power, support computing power facilities to participate in green power and green certificate transactions, encourage computing power facilities to participate in the power market as flexible regulatory resources, and promote the benign interaction between computing power facilities and new power systems.

Third, we should strengthen coordination in operational regulation. According to the power consumption characteristics and regulation potential of different computing power tasks, the computing power load arrangement is optimized. For example, for computing power tasks that require high reliability and low delay, we should focus on ensuring stable power supply; for computing power tasks with high delay tolerance, we should guide them to actively adapt to the peak shaving needs of the power grid.

Thank you! At present, new energy is entering the power grid on a large scale and in a high proportion, which brings new challenges to the price mechanism of our electricity market and cross-regional mutual aid. How can we improve the market construction in the next step to better adapt to these new changes. Thank you!

Ren Yuzhi:

Thank you for your question, and thank you for your concern about the national electricity market. It should be said that during the "14th Five-Year Plan" period, the national unified power market system has been initially established, the market has achieved multi-level and multi-category coordination, the functions of electric energy, ancillary services, green electricity green certificates, retail market and other complementary functions, coal, electricity, industrial and commercial users have entered the market in an all-round way, and the market has become an important means of allocating power resources.

As you said just now, the rapid development of new energy has brought "new issues" to the power market. During the "15th Five-Year Plan" period, we should anchor the goal of basically building a unified national power market, focusing on the three aspects of "market channels, trading cycle and governance level" to further build the power market.

First, smooth the market channels for new energy consumption. Electricity needs to be balanced in real time, and the market also needs dynamic response. New energy power generation is unstable, and the electricity market can strengthen regulation to absorb and promote the optimal allocation of resources. For example, in the provincial electricity trading market, we will promote the full operation of the spot market, improve ancillary services, retail and other market varieties, so as to give full play to the potential of regulated power supply and user-side resources; In terms of cross-provincial and cross-regional electricity transactions, medium and long-term transactions provide a "basic plate" for the cross-provincial absorption of new energy, while inter-provincial spot and regional inter-provincial mutual aid transactions are "adapters" to cope with short-term fluctuations in wind and solar power, normalizing cross-grid business area transactions, and we have also realized real-time transactions between the State Grid and the Southern Power Grid, allowing surplus wind and solar power to cross thousands of miles. Make better use of the transmission capacity of the transmission channel.

Second, optimize the transaction cycle of the new power grid. Promote the electricity market trading cycle to "longer and shorter" two directions, more accurately match the power generation characteristics of new energy. The "longer" aspect is to lengthen the cycle, stabilize expectations, encourage both power generation and power consumption to sign multi-year electricity trading contracts, and realize the year-round and continuous opening of the medium and long-term market, so that the green value of new energy can always be seen and locked. "Shorter" is to shorten the cycle, flexible transactions, make good use of short-term markets such as spot and ancillary services, accurately reflect the different values of electricity in time and space, adapt to the market demand of high-frequency flexible transactions such as new energy, new energy storage, virtual power plants, and install "regulators" to stabilize the new power grid.

Third, enhance the governance level of the unified electricity market. When the market is built, it should be used well and steadily. We will strengthen the coordinated supervision of multi-departments, build a coordinated management system of government departments, energy regulators, trading institutions and market management committees, adhere to a ruler to the end, resolutely break down local protection and market barriers, and resolutely rectify administrative intervention in the market, price collusion and abuse of market dominance. Keep a close eye on the risks of the whole process of the retail market and comprehensively improve the level of market governance.

Thank you! What are the characteristics of the new energy infrastructure? How will we implement and promote this work?

Wang Hongzhi:

Please ask Deputy Director Jin Song to answer this question.

Wan Jinsong:

Thank you for your question. We understand that the new energy infrastructure is the "big framework" and "hard support" of the new energy system. It is a modern infrastructure that adapts to energy reform and serves the transformation and development. It enables clean energy such as wind, solar and hydropower to be delivered, received and used well. It has the distinct characteristics of strong resilience, green low-carbon, integration, intelligence and efficiency. During the Tenth Five-Year Plan period, we will focus on three directions to further accelerate the layout and construction of new energy infrastructure.

The first direction is to speed up the layout of energy infrastructure to promote the development of new energy. We will optimize the development mode, build clean energy bases such as "Three North" wind power photovoltaic, southwest water and wind integration, develop green power direct connection according to local conditions, build low-carbon and zero-carbon oil and gas fields, and promote the integrated development of new energy. At the same time, we will enhance the access and absorption capacity of new energy sources, accelerate the building of a safe, reliable, green, low-carbon, resilient, intelligent and flexible new power grid, and promote the growth of source storage and regulation capacity by more than 40%.

The second direction is to speed up the layout of energy infrastructure driven by new technologies and new models. Such infrastructure includes renewable energy hydrogen production, green fuel, charging facilities, comprehensive utilization of nuclear energy, virtual power plants, integrated energy stations, etc. Here is a set of data for you: by 2030, China's charging infrastructure will reach 40 million, achieving doubling development, and charging will be more convenient in the future. The scale of hydrogen production from renewable energy will reach 2 million tons, which will be used in steel and chemical production, and heavy industry will be cleaner. The regulating capacity of the virtual power plant will reach more than 50 million kilowatts, equivalent to 50 large thermal power units that do not burn coal.

The third direction is to speed up the digital transformation of traditional energy infrastructure. Some time ago, we organized a pilot project of "artificial intelligence plus" energy integration, and launched 51 high-value application scenarios in smart grid, smart coal mine, smart oil and gas field, smart power plant and other fields to improve the level of infrastructure intelligence in an all-round way. Next, we will continue to deepen the opening of application scenarios and accelerate the landing of scenarios.

Thank you! During the "15th Five-Year Plan" period, the installed capacity of new energy grew rapidly, which put forward higher requirements for the carrying capacity and regulation capacity of the power grid. What systematic deployment does the National Energy Administration have in the construction of the new power grid? How to ensure diversified electricity demand?

Wang Hongzhi:

Please ask Director Zhong Ming to answer this question.

Du Zhongming:

Thank you for your question. Since the 18th National Congress of the Communist Party of China, China's power grid development has made remarkable achievements. It has built the largest grid-connected power grid of new energy in the world. It is also the largest power grid with the highest transmission voltage level and the strongest transmission capacity. This large power grid carries more than 10 trillion degrees of electricity consumption every year and has always maintained safe and stable operation. At present, the length of 220 kilovolt and above transmission lines in China exceeds one million kilometers, the scale of new energy grid connection exceeds 1.8 billion kilowatts, 24 UHVDC arteries have been built, and the scale of West-to-East power transmission has reached 3.

The new power grid you mentioned just now is an important part of the "six networks" major infrastructure of the national layout. It is also an important carrier for the construction of new energy system and new power system. Building a new power grid can more effectively promote the development and absorption of new energy, more flexibly support the rapid development of computing power, more reliably guarantee the quality of power supply in emerging industries, and more efficiently meet the charging needs of electric vehicle. At present, according to the unified deployment of the Party Central Committee and the State Council, we are speeding up the research and formulation of the implementation plan of the new power grid construction, and speeding up the construction of a safe, reliable, green, low-carbon, strong, intelligent and flexible new power grid. The fixed assets investment of the national power grid in the 15th Five-Year Plan will reach more than 5 trillion yuan. Next, we will focus on the "three new".

The first "new" is to improve the new structure of the power grid. Efforts should be made to build a new power grid platform for the coordinated development of the main power grid, distribution network and microgrid, strengthen the security and resilience of the power grid, and keep the bottom line of the safe operation of the large power grid. During the 15th Five-Year Plan period, 15 new UHVDC green power channels will be put into operation, and the scale of power transmission from west to east will exceed 4. At the same time, more than 6 mutual aid projects will be completed to enhance the power mutual aid capacity of about 40 million kilowatts, promote the digital upgrading and transformation of distribution network, accelerate the development of smart micro-grid, upgrade the charging network, and promote the interaction between vehicle and network. Speed up the construction of high-power charging facilities and electric heavy truck charging and switching facilities to support and guarantee more than 1. The second "new" is to tackle key new technologies. We should speed up the innovative application of network construction technology, long-term energy storage technology and 100% new energy base transmission technology, implement the "artificial intelligence + power grid" project, and equip the power grid with intelligent "brain". The third "new" is to introduce more and better new services. During the "Fifteenth Five-Year Plan" period, we should continue to optimize the new energy network delivery services and greatly enhance the regulation capacity of the system. By 2030, the scale of new energy storage will reach 300 million kilowatts, and the service will guarantee the high-level consumption of more than 2.8 billion new energy. Strengthen the coordination of computing and electricity, and provide services to support the demand for computing power with different characteristics, such as intelligent computing, general computing and supercomputing. Effectively improve the quality of power supply, promote the inclusiveness of power supply services, and accelerate the transformation from "using electricity" to "using electricity well" and "using green electricity". Thank you! What will be the new changes in the national energy production and consumption pattern?

Wang Hongzhi:

Please ask Deputy Director Jin Song to answer this question.

Wan Jinsong:

Thank you for your question. China's energy production is mainly concentrated in the western region, and energy consumption is mainly concentrated in the eastern and central regions. For a long time, the overall pattern of "West-to-East Power Transmission", "West-to-East Gas Transmission", "West-to-East Coal Transport" and "North-to-South Coal Transport" has been formed. During the "15th Five-Year Plan" period, while expanding the "transmission of energy from the west to the east," efforts should be made to promote the "use of energy from the west to the west.". The scale of

"West-to-East Energy Transmission" should be further expanded to ensure the energy demand in the eastern and central regions. In the field of electric power, the construction of clean energy bases such as "Three North" wind power and photovoltaic power, as well as the construction of transmission channels, is expected to increase the capacity of West-to-East power transmission by more than 80 million kilowatts. In the field of oil and gas, we should speed up the construction of the West-East Gas Transmission Channel. In the coal sector, we will continue to optimize the layout of coal transportation and focus on expanding the scale of coal transportation from Xinjiang. At the same time, we will also promote the key energy-consuming areas in the eastern and central regions to tap their potential, strengthen the development and utilization of local non-fossil energy nearby, rationally distribute new supporting power sources, and promote "electricity comes from afar, but also from the side".

"West Energy and West Use" should further strengthen the coordination of production capacity and steadily guide the layout optimization of productive forces. We will guide the orderly transfer of high-energy industries to the west, promote the coordination of the layout of advanced manufacturing, computing, hydrogen and other industries with the development of clean energy bases, and promote the optimization of the spatial layout of energy-using industries. In the future, the western region will not only send electricity, coal and gas to the outside world, but also send products and Token to the outside world.

Next, with the deepening of "West-to-West Energy Use" and "West-to-East Energy Transmission", new changes will take place in the national energy production and consumption pattern in the future. There are two changes to watch here. First, the trend of clean energy and industrial integration will accelerate, more high-energy, low-emission industries and projects will land in the west and use clean energy, and capacity integration will become a new driving force for economic development in the west. The second is to generate new forms of clean energy transmission. The Plan proposes to deploy a number of green hydrogen ammonia alcohol projects in the western and northern regions, strengthen the guidance of hydrogen pipeline network layout, and send new energy across provinces and regions not only in the form of electricity, but also in the form of hydrogen energy and green fuel.

Thank you! What are the major projects arranged in the 15th Five-Year Plan for the Construction of a New Energy System? What role will these investments play in promoting economic growth?

Wang Hongzhi:

Thank you for your question. I will answer the last question. In

the "15th Five-Year" energy plan, there are not only "big" projects for energy production and transmission, but also projects that embody energy

The first category is used to strengthen energy security. It mainly includes oil and gas, coal, supporting power supply and coal-based oil and gas, which are the basic sources of energy supply. In the future, investment will maintain a steady and rising trend, and the total investment scale in five years will increase by more than 10% compared with the "14th Five-Year Plan".

The second category is used to promote green and low-carbon transformation. It is mainly to implement the action of doubling non-fossil energy in ten years. On the power side, the dominant position of new energy will be more prominent, and the proportion of power investment will be further increased to nearly 60%. On the grid side, the construction of inter-provincial transmission channels, inter-provincial power mutual aid projects, main grid, distribution network and smart micro-grid will make the power system more resilient and have a higher level of resource allocation. Power grid investment in the "15th Five-Year Plan" increased by more than 30% over the "14th Five-Year Plan". After the completion of these projects, the electricity we use will be cleaner and greener.

The third category is used to promote the development of new quality productive forces. It mainly includes the layout of a number of green hydrogen ammonia alcohol production base projects, the expansion of multi-user green power direct connection scenarios, and the construction of new industries and new business projects including new energy storage, integrated energy services, virtual power plants, computing and power collaboration. The investment scale of these new projects in the 15th Five-Year Plan will exceed 2 trillion yuan, which is not only a "new engine" to stimulate investment growth, but also a "new space" for energy transformation and development. The 20 trillion yuan investment in

energy projects, which is large in scale and strong in driving effect, will effectively drive the comprehensive development of the upstream and downstream industrial chains, such as scientific and technological research and development, equipment manufacturing, construction and construction, and inject strong momentum into high-quality economic development.

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The "Fifteenth Five-Year Plan" will accelerate the construction of a new energy system, with new energy as the main body, and promote the green, low-carbon transformation and safe and efficient development of energy.

2026-06-26 17:00:13

According to the data center of China Cement Market, the regional differentiation of the northwest cement market is obvious, the overall supply exceeds demand, the price increase is fatigue, and the price in some areas continues to decline.