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

According to the data from January to July, the newly installed photovoltaic capacity in August was 11.04 GW, which was 21.59% lower than that in July, and was also lower than that in June (14.36 GW), which was 50% higher than that in August 2025.

2026-09-24 14:15:53

In view of the follow-up market situation, the Silicon Branch believes that the main variables lie in the downward range of the actual start-up rate of enterprises and the implementation of the production reduction plan, the sustainability and scale of spot transactions under the current price system, and the degree of recovery of terminal demand.

2026-09-24 09:56:00

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

A leader in the field of "computing power" has entered the energy storage industry, and the springboard for its market application is liquid cooling and heating management technology.

2026-09-18 16:37:13

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05

According to data released by the National Bureau of Statistics on September 15, industrial added value above the scale increased by 5.2% in August 2026, 0.7 percentage points faster than last month. Among them, the output of photovoltaic cells in August was 67.02 million kilowatts, down 12.9% year-on-year; the output of photovoltaic cells from January to August this year was 505.9 million kilowatts, down 14.6% year-on-year.

2026-09-15 10:37:36

When will spring come? In the long and silent winter, we can only work hard to manage the enterprise and replace the answer with practical work. But this silence has been broken recently.

2026-09-14 17:50:10

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

What is happening in the cement industry?

2026-09-06 07:02:03

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

Domestic concrete price statistics in August showed that the national concrete price fell by 1.16% annually and 6.51% year-on-year. Prices in most areas have changed to varying degrees. On a month-on-month basis, prices in some regions changed significantly, such as Shanghai and Sichuan, where the decline was relatively large, while prices in Beijing, Shanxi and Inner Mongolia remained unchanged on a month-on-month basis. On a year-on-year basis, the decline in Jilin is relatively prominent, while Shanxi has a small increase over the same period. Overall, the domestic concrete price showed a certain fluctuation trend in August.

2026-09-01 11:18:22

The proportion of photovoltaic power generation in the electricity consumption of the whole society has reached 13%, and more than one kilowatt-hour of electricity used in the whole country comes from photovoltaic power.

2026-09-01 11:12:19

For the first time, the installed capacity of photovoltaic power generation exceeded that of coal-fired power generation, making it the largest power supply category in China.

2026-09-01 10:48:28

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

The shortage of transformers is becoming the hidden ceiling of new energy grid connection. For the photovoltaic industry, the lag of grid infrastructure has been the biggest obstacle to consumption; when the grid investment is really accelerated, the grid-connected space of new energy such as photovoltaic will also be opened.

2026-08-21 13:07:15

In the third quarter, the grid-connected capacity of distributed photovoltaic in all counties (cities and districts) of Guangdong Province was 24.210 GW.

2026-08-20 13:05:01

According to the China Cement Network Market Data Center news, driven by the rise in coal prices, the cement market in Northwest China has been stable after the early push up.