To promote the high-quality development
of new energy in China, Wang Hongzhi
, director of the State Energy Administration, is an important task to improve the energy structure, ensure energy security and promote the construction of ecological civilization. General Secretary Xi Jinping stressed that since the 18th National Congress of the Communist Party of China, China has accelerated the construction of a new energy system and continuously consolidated the foundation of energy security, which has provided strong support for economic and social development. At the same time, we should also see that China's energy development is still facing a series of challenges, such as huge demand pressure, more supply constraints, and arduous task of green low-carbon transformation. To meet these challenges, the way out is to vigorously develop new energy. We should coordinate the development of new energy and national energy security, adhere to planning first, strengthen top-level design, do a good job of overall consideration, pay attention to the relationship between new energy and traditional energy, overall and local, government and market, energy development and conservation, and promote the high-quality development of new energy. General Secretary
Xi Jinping's important speeches and instructions have pointed out the way forward and provided fundamental follow-up for ensuring China's energy security, promoting energy transformation and accelerating the development of new energy. The Party Group of the State Energy Administration adheres to the guidance of Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era, deeply studies and implements the spirit of the 20th National Congress of the CPC and the 2nd and 3rd Plenary Sessions of the 20th Central Committee of the CPC, deeply implements the new strategy of energy security, promotes the development of new energy on a larger scale and with higher quality, provides safe and reliable energy security for the construction of Chinese-style modernization, and promotes the modernization of the country. To make greater contributions to building a clean and beautiful world. General Secretary
Xi Jinping pointed out that China has built the world's largest and fastest growing renewable energy system and the world's largest and most complete new energy industry chain. Such achievements are the result of the strong leadership of the Party Central Committee with Comrade Xi Jinping as its core. The National Energy Administration resolutely implements the decision-making and deployment of the Party Central Committee and the State Council, and promotes China to achieve a historic leap from a new energy power to a new energy power.
New energy is the main force to promote energy transformation. Achieving the strategic goal of "double carbon" is a hard task, energy is the main battlefield, and new energy is both the vanguard and the main force. By the end of August this year, the total installed capacity of wind and solar power in China had exceeded 1.69 billion kilowatts, more than three times that of the end of the 13th Five-Year Plan, contributing 80% of the new installed capacity since the 14th Five-Year Plan, and the proportion of wind and solar power generation had increased annually. Strong support Since the 14th Five-Year Plan, the proportion of non-fossil energy consumption in China has increased by about 1 percentage point annually, reaching 19 in 2024.
New energy is a new fulcrum to ensure energy security. Since the 18th National Congress of the Communist Party of China, China's new energy industry has continuously promoted technological innovation and product iteration through scale leap and open competition, and achieved rapid cost reduction. The cumulative cost of onshore wind power has been reduced by more than 60%, and that of photovoltaic power generation has been reduced by more than 80%. At present, the average cost of new energy has been 30% lower than that of coal power, and the noon peak of centralized electricity consumption has become the trough of electricity price. In recent years, under the background of the tense situation of global primary energy supply and demand and the sharp fluctuation of fossil fuel prices, the large-scale development of new energy has effectively stabilized the impact of the turbulence of the international energy market and the dramatic changes in the external environment on China, and has made a strong contribution to improving the resilience of China's energy supply, stabilizing the cost of energy and electricity consumption in the whole society, and ensuring the needs of economic and social development.
New energy is a new driving force for economic and social development. New energy is an important part of building a modern industrial system, creating a lot of investment and employment opportunities. About 1. In some provinces and regions with excellent resources, new energy power generation and equipment manufacturing contributed more than 20% of the fixed assets investment of the whole province (region). Driven by the rapid development of new energy, the new generation of coal power, pumped storage and new " new energy are the new engines leading international cooperation. China's new energy industry has developed real skills in open competition, with the largest and most complete industrial chain in the world and the leading equipment development technology in the world, which not only enriches the global supply, but also makes great contributions to the international community's response to climate change and the green transformation of global energy. Wind power and photovoltaic products produced in China will reduce global carbon dioxide emissions by about 26 in 2024. Recently, the global clean energy supply chain has been disrupted, and the international community has placed more expectations on China to fill the global climate leadership. New energy has become an important starting point for China to reshape the global energy governance pattern and lead the construction of renewable energy cooperation system.
Generally speaking, China's new energy has achieved leapfrog development from small to large and from large to strong, and has become an important force to safeguard national energy security, a leading force to promote energy transformation, a backbone force to support high-quality economic and social development, a new force to foster and forge new productive forces, and a dominant force to lead international cooperation.
Accurately grasp the new situation and new requirements of new energy development, and further stimulate the new momentum
of high-quality development. This year is the closing year of the 14th Five-Year Plan and the year of the 15th Five-Year Plan. China's new energy development has made remarkable achievements, overfulfilled the objectives and tasks of the 14th Five-Year Plan, and laid a solid foundation for achieving a good start of the 15th Five-Year Plan. General Secretary Xi Jinping put forward the requirements for planning the objectives and tasks of economic and social development during the 15th Five-Year Plan period. "We should plan as a whole, grasp the key and decisive factors, grasp the rhythm and progress, pay attention to consolidating and expanding advantages, breaking through bottlenecks, strengthening shortcomings and weaknesses, and improving quality and efficiency.". At present, China's new energy development is at the critical stage of breaking external constraints, stabilizing endogenous power and innovating development mode. We should accurately grasp the new situation and new requirements, and promote the development of the industry to achieve a leap in quality and efficiency, which is embodied in "three perseverances" and "three transformations".
On the development path, we should attach equal importance to electricity and non-electricity, and promote the transformation of new energy from single power consumption to multi-energy comprehensive utilization. With the sustained and rapid growth of new energy installed capacity, the pressure of power system regulation and absorption is also rising synchronously. From January to July 2025, the utilization rate of wind power in China was 93.8%, down 2.5 percentage points from the same period last year, and the utilization rate of photovoltaic power generation in China was 94.7%, down 2 from the same period last year. It is not only the need to alleviate the pressure of power grid absorption and break the bottleneck of new energy power absorption, but also the inherent requirement to further promote the safe and reliable substitution of new energy and create a new situation of high-quality development. At present, the scale of non-electric utilization of new energy accounts for less than 1% of the total energy consumption in China. It is urgent to further solve the problems and challenges such as high investment cost, immature technical equipment, inadequate release of downstream demand and inadequate statistical accounting system, so as to achieve a breakthrough in scale and open up a broader space for the development and utilization of new energy.
In terms of development mode, we should adhere to multi-integration and promote the transformation of new energy development from "individual combat" to integrated application. Facing the new situation and new needs, the development mode of new energy is accelerating to upgrade to integrated application, and various new technologies, new models and new formats are emerging vigorously, which helps to enhance the allocation capacity and utilization efficiency of new energy resources, and improve the level of new energy consumption nearby and locally, which is embodied in the following aspects: First, multi-energy integration . The multi-energy conversion technology represented by green electricity to produce hydrogen, ammonia and alcohol is accelerating its exploration and demonstration application, and there is a broad space for green fuel substitution in the fields of gas-electricity hydrogen blending, coal-electricity ammonia blending, chemical industry, transportation, metallurgy and so on; Second, resource integration , green power direct connection policy has initially built a bridge for new energy and users to "meet directly", with the continuous improvement of relevant mechanisms and the growing maturity of supporting technology, the application scope of similar models is expected to continue to expand; Third, advantage aggregation , the standardized development of new formats such as virtual power plants and smart micro-grids is conducive to fully tapping and giving full play to the advantages of distributed resources aggregation, and enhancing the ability of new energy to participate in the optimal operation of power systems and power market transactions; Fourth, the superposition of benefits, with " in the development momentum, adhere to market-driven, and promote the development of new energy from "resource-oriented" to "benefit-oriented" transformation. Since the 14th Five-Year Plan, with the rapid development of the national unified electricity market, the pace of new energy participation in the market has accelerated, and more than half of the new energy electricity has been priced by the market. It is an inevitable choice for the high-quality development of new energy to promote the full participation of new energy in the electricity market in an orderly manner. In the process of the construction and improvement of the electricity market, affected by the randomness, volatility and intermittence of the new energy output, its bargaining power in the medium and long-term electricity market and the spot electricity market is weak, and it bears more price fluctuations and income risks, and some enterprises have the dilemma of "increasing revenue without increasing revenue" and "increasing revenue without increasing profits". Downstream electricity price income and other risks may further lead to the "involution" competition in the upstream photovoltaic industry chain and the periodic aggravation of the decline in component prices. As China's new energy development enters a new stage of comprehensive marketization, the development of the industry needs to accelerate the transformation from resource-oriented to benefit-oriented. Soft and hard power such as cost control, operating efficiency, bidding strategy and revenue mining have become the key to differentiated competition of power plants, and cost and price will become the most comprehensive and intuitive yardstick to test the development efficiency of the industry.
Focusing on expanding quantity and improving quality, and promoting the high-quality development of new energy to a new level
, the "Fifteenth Five-Year Plan" is the decisive period for China to achieve the goal of carbon peak on schedule. There is a strong demand and many opportunities to promote the development of new energy on a larger scale. At the same time, the "Fifteenth Five-Year Plan" is the first five-year period for new energy to enter a new stage of comprehensive market-oriented development, and it is also a more urgent five-year period for the industry to solve external constraints and internal contradictions and promote industrial upgrading and adjustment, and the driving force and challenges for promoting high-quality development of new energy are unprecedented. Facing the new stage and journey, we must adhere to the guidance of Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era, resolutely implement the spirit of the 20th National Congress of the CPC and the 2nd and 3rd Plenary Sessions of the 20th Central Committee of the CPC, thoroughly study, understand and implement the spirit of the important expositions and instructions of the General Secretary of Xi Jinping on energy work, speed up the construction of a new energy system, and focus on expansion. Promote the high-quality development of new energy to a new level, and provide safe and reliable energy security for Chinese-style modernization with the high-quality development of new energy.
With power generation and utilization as the core, we will continue to enhance the supply of new energy. Based on energy security and the strategic goal of "double carbon", we will continue to expand the supply of new energy, steadily increase the proportion of new energy, provide the main support for China to achieve the carbon peak on schedule in the "15th Five-Year Plan", lay a better foundation for the smooth opening of carbon neutralization, and stabilize the domestic market for the sustainable development of the new energy industry. We will coordinate local consumption and outward consumption, accelerate the promotion of the second and third batches of large-scale wind power " to make breakthroughs in non-electricity utilization, and broaden the way of new energy utilization. On the one hand, we should promote the large-scale and diversified development of non-electric utilization of traditional new energy sources such as biomass energy and geothermal energy according to local conditions. On the other hand, we will intensify efforts to promote breakthroughs in wind-solar hydrogen production on a certain scale, strengthen the integrated development layout of green hydrogen production, transportation and storage in areas rich in new energy resources, and focus on green hydrogen metallurgy, green synthetic ammonia and green methanol, in combination with the planning and construction of new energy bases such as Shagohuang and offshore wind power bases. Form a new growth point of new energy industry.
Take integrated development as the starting point to create an upgraded version of the new energy development mode. Based on strengthening the deep integration of national strategies, we should optimize the layout and mode of new energy development as a whole, and promote the local consumption of new energy through integrated development. Through the "left and right" integration of new energy and other energy varieties, the "front and back" integration of new energy production and consumption, and the "up and down" integration of new energy industry chain, we can promote the overall development of new energy power generation and other industries, transform the advantages of new energy resources into industrial advantages, and optimize the layout of productivity with the layout of new energy. Supported
by coordinated development, we should consolidate the foundation of safe and reliable substitution of new energy. Under the unified guidance of the strategic goal of "double carbon", we should further deal with the synergistic relationship between the adjustment of energy supply structure and the revolution of energy consumption, the synergistic relationship between the accelerated substitution of new energy and the bottom-up guarantee of traditional energy, the synergistic relationship between the rapid development of new energy and the support of power grid regulation, and the large-scale development of new energy and land environment. Form a strong policy synergy to support the realization of safe and reliable substitution of new energy. Driven
by efficient development, we should firmly enhance the endogenous power of high-quality development. Technological innovation will continue to drive cost reduction and efficiency enhancement, promote the transformation and upgrading of old power stations in an orderly manner, and improve operational efficiency. Actively enhance the reliable output level and system adaptability of new energy, and enhance the ability of new energy power stations to participate in power market competition. In addition, we should speed up the solution of the imbalance between supply and demand in the upstream and downstream of the industrial chain, specially rectify the "involution" competition in the photovoltaic industry, promote the upgrading of the quality of photovoltaic industries, and promote the orderly competition and healthy development of new energy power generation and related industries.