Over 20 trillion yuan investment! Layout of new energy system construction, official detailed explanation

2026-06-26 17:40:43

During the "15th Five-Year Plan" period, investment in key energy projects and new formats has maintained a steady growth trend, with a total scale estimated to exceed 20 trillion yuan.

The " 15th Five-Year Plan for the Construction of a New Energy System " was released recently. The "Plan" clearly States that a clean, low-carbon, safe and efficient new energy system will be initially built by 2030, which will strongly support the construction of a strong energy country.

Today (26th), the State Council Information Office held a press conference, and the relevant person in charge of the National Energy Administration introduced the planning of accelerating the construction of a new energy system during the "15th Five-Year Plan" period, and answered questions from reporters. During

超20万亿元投资!布局新型能源体系建设,官方详解1

the "15th Five-Year Plan" period, investment in key energy projects and new formats has maintained a steady growth trend, with a total scale expected to exceed 20 trillion yuan. During

the "15th Five-Year Plan" period, it is estimated that the average annual increase in electricity consumption in China will be about 600 billion degrees, which is equivalent to the annual increase in electricity consumption in a country with a medium-sized economy.

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. During

the 15th Five-Year Plan period, we will promote the interaction between vehicles and networks, speed up the construction of high-power charging facilities and electric heavy truck charging facilities, and support the charging demand of more than 110 million electric vehicle.

超20万亿元投资!布局新型能源体系建设,官方详解2

"Three key points"

focus on energy development, focusing on security, low-carbon transformation and innovative development, and plan "three key points"-

focusing on strengthening oil and gas security, vigorously promoting oil and gas exploration and development, consolidating and expanding oil and gas imports, and strengthening the strategic layout of alternative fuels.

Focus on strengthening the construction of new power grids, optimizing the layout of inter-provincial and inter-regional transmission channels, and strengthening the coordinated construction and operation of power grids at all levels.

Focus on promoting the two-way empowerment of AI and energy, in-depth implementation of the "AI +" energy action, and strengthening the coordinated development of computing and electricity. During

the "15th Five-Year Plan" period, we will continue to open doors for construction and promote investment through services. Supporting private enterprises to participate in the construction

of new energy system-demonstrating the feasibility of private enterprises'participation in major projects such as nuclear power, hydropower, oil and gas storage and transportation facilities with certain benefits one by one.

Support private enterprises to invest in virtual power plants , charging facilities, new energy storage and other projects.

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. Efforts should be made in

超20万亿元投资!布局新型能源体系建设,官方详解3

three aspects

to further build the power market

during the "Fifteenth Five-Year Plan" period, and to anchor and basically build a unified national power market. Focus on "market channels, trading cycle, governance level" three aspects-

smooth market channels to absorb new energy. New energy power generation is unstable, and the electricity market can strengthen regulation to absorb and promote the optimal allocation of resources.

Optimize and adapt the transaction cycle of the new power grid. The two sides of power generation and consumption are encouraged to sign multi-year electricity trading contracts to realize the year-round and continuous opening of the medium and long-term market. Make good use of short-term markets such as spot and ancillary services to meet the market demand for high-frequency and flexible transactions such as new energy, new energy storage and virtual power plants.

Improve the governance level of the unified electricity market. Strengthen the coordinated supervision of multiple departments, 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, abuse of market dominance and other acts. During

超20万亿元投资!布局新型能源体系建设,官方详解4

the "15th Five-Year Plan" period, while expanding the "West-to-East Energy Transmission", efforts should be made to promote the "West-to-West Energy Transmission"-

"West-to-East Energy Transmission" should further expand its scale and effectively guarantee the energy demand of the eastern and central regions.

"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, and promote the coordination of the layout of advanced manufacturing, computing power, hydrogen energy and other industries with the development of clean energy bases. 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. There will be new changes

in the pattern of energy production and consumption in the

future. There are two changes in the pattern of energy production and consumption in the future that deserve our attention-

the trend of integration of clean energy and industry will accelerate. More high-energy and low-emission industries and projects will land in the west and use clean energy, and the integration of production capacity will become a new driving force for the economic development of the western region.

Create a new form of clean energy delivery. A number of green hydrogen, ammonia and alcohol projects will be deployed in the western and northern regions to strengthen the guidance of hydrogen pipeline network layout. New energy will be delivered across provinces and regions not only in the form of electricity, but also in the form of hydrogen energy and green fuel.

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Correlation

It is worth noting that the meeting not only formed a consensus on self-discipline among enterprises, but also put forward a series of supporting disciplinary measures and suggestions:

2026-08-07 14:24:19

On July 30, the Hunan Development and Reform Commission held the second comprehensive roadshow of major projects in the province in 2026. Among them, Yanhe Intelligent Perovskite New Material Production Line Project was unveiled.

2026-08-06 09:07:52

Although the quotation side continues to weaken, the demand side of the distributed market has shown a phased recovery.

2026-08-05 15:52:42

The Plan rationally arranges the construction scale of various power sources, power grids and regulating resources, and optimizes the technical routes and spatial layout of pumped storage and new energy storage. By 2030, the installed capacity of new energy storage will reach 300 million kilowatts, and the interaction between vehicles and networks will strive to reach about 50 million kilowatts, so as to reduce the cost of power system transformation and the cost of electricity consumption in the whole society.

2026-08-05 10:21:33

Domestic concrete price statistics in July show that concrete prices have changed to varying degrees across the country and regions. The overall national ring ratio decreased by 0.74%, down 7.49% year-on-year. Prices in most areas showed a downward trend, and in some areas there was no change in the ring ratio. Among them, Hainan's ring-to-ring decline is more prominent, reaching -3.36%, while Shanxi, Inner Mongolia, Liaoning and other places have a very small ring-to-ring change, which is 0.00%. In addition, Xinjiang showed an upward trend year-on-year, with an increase of 1.50%.

2026-08-03 13:37:03

The General Administration of Market Supervision emphasizes that photovoltaic enterprises should fully understand the current development situation of the industry, actively strengthen cost accounting management, establish and improve price compliance system, comprehensively carry out self-examination and self-correction, firmly establish the concept of compliance management and rational competition, resist vicious low-price competition and maintain market price order.

2026-07-31 18:51:13

Wang Peng, professor of North China Electric Power University and executive director of the National Institute of Energy Development Strategies, shared his observations and thoughts on the coordinated development of computing and electricity at the "Seminar on the Review of the Development of Photovoltaic Industry in the First Half of 2026 and the Prospect of the Situation in the Second Half of 2026" on July 23.

2026-07-24 17:03:18

The previous generation of high-efficiency products is experiencing "passive degradation". In the near future, head manufacturers are synchronously promoting the power upgrade of 210 components, and 710-720W products have been gradually replaced by 730-750W products from the main power segment.

2026-07-24 16:52:48

From January to June, the output of polysilicon in China was 538,000 tons, representing a year-on-year decrease of 9.8%; the output of silicon wafers was 293 GW, representing a year-on-year decrease of 7.3%; the output of solar cells was 260.7 GW, representing a year-on-year decrease of 21.9%; and the output of photovoltaic modules was 201.3 GW, representing a year-on-year decrease of 35.1%.

2026-07-23 12:01:24

On July 22, the National Energy Administration released the national electricity statistics from January to June.

2026-07-22 18:59:46

It is expected that the domestic demand will usher in a turning point in the second half of 2026, and the domestic newly installed capacity is expected to resume growth in 2027.

2026-07-22 14:05:45

On July 22, at the "2026 Photovoltaic Industry Supply Chain Development (Ningbo) Seminar" held in Ningbo, Zhejiang Province, Yan Dazhou, supervisor/director of China Photovoltaic Industry Association/National Engineering Laboratory of Polysilicon Material Preparation Technology, made a theme report on "Polysilicon Market Supply and Industrial Development".

2026-07-22 10:56:12

In the first half of 2026, China's polysilicon output was about 541,000 tons, down 9.3% from the same period last year, and the average operating rate of polysilicon enterprises was 33.8%. As of June, the total domestic polysilicon inventory was about 510 thousand tons, equivalent to nearly half a year's output. Yan Dazhou is expected to produce 102,000 tons in July.

2026-07-22 10:55:27

On July 21, the 2026 Fortune China 500 list was released. The list still includes both listed and unlisted companies. According to the incomplete statistics of digital new energy DataBM. Com, there are 15 photovoltaic enterprises on the list this year.

2026-07-21 17:30:23

Regressive components, project surplus components and low-power inventory components are flooding the market on a large scale.

2026-07-15 17:34:40

Domestic concrete price statistics in June show that the statistics cover the relevant data of concrete prices in all regions of the country. On the whole, the price of concrete in the whole country has declined. Among many regions, Liaoning, Jilin and other places have more obvious changes in prices, prices have been reduced; some regions such as Shanxi, Inner Mongolia, Heilongjiang and other places have flat changes in prices, prices have no significant fluctuations. In addition, on a year-on-year basis, most regions also showed a downward trend, with only Xinjiang showing a certain increase on a year-on-year basis.

2026-07-14 09:24:37

According to the Digital New Energy DataBM. Com, 41 photovoltaic power plant equipment in Wuan City, Handan City, Hebei Province will be auctioned at 10:00 on July 15, with a starting price of about 142.868 billion yuan and a margin of 1.5 million yuan.

2026-07-13 09:07:55

Four leading enterprises lowered the quotation of conventional products by 0.01-0.03 yuan/W

2026-07-10 16:40:22

In the first half of the week, six manufacturers released a large number of special components, with a minimum of 0.66 yuan/W.

2026-07-08 16:30:39

What is happening in the cement industry?

2026-07-05 07:02:04

In the past 5 days, the quotations of 7 photovoltaic module manufacturers have been lowered to varying degrees.

2026-07-01 15:55:08

What is happening in the cement industry?

2026-06-28 07:13:52

During the "15th Five-Year Plan" period, investment in key energy projects and new formats has maintained a steady growth trend, with a total scale estimated to exceed 20 trillion yuan.

2026-06-26 17:40:43

In July, the focus of production scheduling was more inclined to high-power component products.

2026-06-26 16:06:33

In the first half of 2026, Brazilian cement sales reached 32.851 million tons, an increase of 2.3% over the same period last year, driven by strong employment market, housing plans, highway projects and other factors.