New energy for power equipment: Interpretation of the key work road map of the National Energy Administration in 2022

1. Make every effort to ensure energy security

"The rice bowl of energy must be in your own hands"

We should continue to give full play to the role of coal as a "ballast stone", effectively play the basic regulatory role of coal and electricity, solidly improve the power safety and supply capacity, continue to improve oil and gas exploration and development, constantly improve the production, supply, storage and marketing system, ensure the safe and warm winter of the people in the northern region, and strengthen the prediction and early warning of the safe operation of energy sources.

Interpretation: in the primary energy consumption in 2019, the proportion of coal consumption continues to decline, but the proportion still reaches 58%, which is still the most important form of energy supply. Therefore, we believe that "coal reduction" must be on the premise that energy security, especially heating and other domestic energy can be fully guaranteed.

02 accelerate green and low-carbon development of energy

"We must insist on setting up first and then breaking down and overall planning"

Strengthen the guarantee of policies and measures, and issue the implementation plan for carbon peak in the energy field, the plan for the modern energy system in the 14th five year plan, the opinions on improving the institutional mechanisms and policies and measures for green and low-carbon transformation of energy, as well as the plans in various sub fields.

We will accelerate the implementation of renewable energy substitution actions, promote the development and consumption of wind power PV nearby in the eastern, central and southern regions, actively promote the cluster development of offshore wind power and the development of wind power PV bases in the "Three North" regions, pay close attention to the construction of wind power PV bases in deserts, Gobi and deserts, and start the implementation of "wind control action in thousands of villages and villages" and "Sunshine Action for thousands of families". Actively and steadily develop hydropower, accelerate the construction of leading reservoirs and hydropower stations in Southwest China, and approve the commencement of a number of major projects. Orderly promote the development and utilization of biomass energy.

Actively, safely and orderly develop nuclear power. It is planned to build four units of Fuqing No. 6, Hongyanhe No. 6, Fangchenggang No. 3 and high temperature gas cooled reactor demonstration project, with an additional installed capacity of 3.67 million KW. On the premise of ensuring safety, orderly promote the approval and construction of nuclear power projects with reliable conditions.

Improve the regulation capacity of power system. Strengthen the construction of peak shaving power stations such as pumped storage, promote the flexibility transformation of coal and electricity, promote the development of new energy storage, and optimize the dispatching operation mode of power grid. Optimize the national power grid pattern. Guide the user side to participate in market-oriented demand side response and promote the coordinated development of source network load storage.

Continue to promote the rectification of the central ecological and environmental protection inspector. To implement the responsibility of environmental protection, we must take charge of the industry, draw inferences from one instance according to the requirements of the central ecological and environmental protection inspector, and study and establish a long-term mechanism for problem rectification.

Interpretation: 1) during the 14th five year plan, policies on carbon peak, renewable energy and green low-carbon transformation will be introduced one after another, which will stimulate the market from emotion. 2) Clarify the goal of accelerating the substitution of renewable energy. 3) The nearby development and consumption of wind and solar energy is the highest among all actions. The focus on the development of distributed photovoltaic, wind power to the countryside and offshore wind power has been confirmed again. 4) The scenic base, southwest hydropower, biomass energy and other renewable energy have been identified, and nuclear energy of non fossil energy has also been required to develop together. 5) Clarify the key construction direction of the "new power system". The energy storage of the 14th five year plan power grid focuses on pumped storage because it is included in the transmission and distribution price. However, for a long time, from the needs of geographical location, flexibility, frequency modulation and other aspects, it still focuses on electrochemical energy storage. There is still a lot of room for flexibility transformation at the coal power side. The landmark projects such as Huaneng Yuhuan million units are being started. On the whole, there is a large space for the coordinated development of source network load storage.

 

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