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

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

On June 25, the National Energy Administration released the national electricity statistics from January to May 2026.

2026-06-25 13:07:33

Theme: Optical storage integration, leading the future with wisdom!

2026-06-18 09:55:11

The exhibition includes photovoltaic production equipment, materials, photovoltaic cells, photovoltaic application products and components, as well as photovoltaic engineering and systems, energy storage, mobile energy, etc., covering all aspects of the photovoltaic energy storage industry chain.

2026-06-18 09:45:07

On June 16, the National Bureau of Statistics released the data of industrial production above the scale from January to May. From January to May, the output of photovoltaic cells was 306.31 million kilowatts, a decrease of 16.4% compared with the same period last year. Among them, the output of batteries in May was 66.19 million kilowatts, a decrease of 20.4% compared with the same period last year.

2026-06-16 14:25:19

The actual transaction price of some distribution channels has fallen below 0.70 yuan/W.

2026-06-12 16:42:15

There is a general expectation of price reduction in the industry, which will land one after another in the past two weeks.

2026-06-10 16:14:43

What is happening in the cement industry?

2026-06-08 07:02:04

Domestic concrete price statistics in May showed that the national concrete price fell by 0.31% annually and 10.06% year-on-year. In each region, there is a significant increase and decrease in price changes. The rise was more prominent in Shanxi, with a month-on-month increase of 1.73%, and Xinjiang also had a 1.02% increase. The decline was more obvious in Guizhou, with a month-on-month decline of 1.98%; Chongqing and Yunnan also had a larger month-on-month decline, with 1.52% and 1.55% respectively. In addition, there are some regions such as Inner Mongolia, Heilongjiang and other places where the ring price has not changed. On a year-on-year basis, most of the regions showed a downward trend.

2026-06-01 10:23:55

Digital New Energy DataBM. Com found that in May 20-27, six photovoltaic projects made new progress. The cumulative capacity of the above projects is 454 MW, and the construction units involve the companies of central enterprises such as Datang, State Energy Group and Huaneng.

2026-06-01 09:09:06

What is happening in the cement industry?

2026-06-01 07:02:04

The People's Court of Gaomi City, Shandong Province will conduct a public auction of transformers, photovoltaic equipment and other objects on the Taobao Judicial Auction Network Platform of the People's Court of Gaomi City from 10 A. M. on June 6 to 10 A. M. on June 7 (except for delays).

2026-05-28 16:47:32

Digital New Energy DataBM. Com has learned that the Intermediate People's Court of Wuxi City, Jiangsu Province, will auction 28100000 W photovoltaic modules (single glass/single crystal/solar panels with power of 600 W, 605 W, 665 W and 670 W respectively) from 10:00 on June 3 to 10:00 on June 4, 2026.

2026-05-27 17:33:10

Digital New Energy DataBM. Com learned that on May 21, the People's Court of Tianning District, Changzhou City, Jiangsu Province formally accepted the case of compulsory liquidation of Changzhou Qikun Photovoltaic Technology Co., Ltd.

2026-05-25 10:14:33

At present, the quotation of only three leading enterprises is maintained at more than 0.75 yuan/W.

2026-05-20 15:44:58

Meanwhile, in terms of industrial added value above the scale from January to April, the output of photovoltaic cells in April was 64.94 GW, down 25.5% year-on-year, and the cumulative output from January to April was 241.5 GW, down 15.3% year-on-year.

2026-05-18 13:35:13

In order to gain a competitive advantage over China, foreign espionage and intelligence agencies have carried out espionage and theft in strategic emerging areas such as rare earth, photovoltaic, semiconductor, high-end chips and artificial intelligence, and tried every means to steal our core technology and sensitive data in an attempt to grasp our strategic cards. We must have a new understanding of this.

2026-05-18 09:44:53

What is happening in the cement industry?

2026-05-18 07:02:09

What is happening in the cement industry?

2026-05-17 07:02:11

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.