国家发展改革委：推动能源消费绿色化低碳化 2030年终端电能占比将达35%左右National Development and Reform Commission: Promote the green and low-carbon transformation of energy consumption, with terminal electricity accounting for about 35% by 2030

On November 6, the National Development and Reform Commission held a series of press conferences on advancing the '15th Five-Year Plan,' introducing relevant information on consolidating the foundation for safety. Officials from the National Development and Reform Commission and the National Energy Administration stated that efforts will be made to promote the safe, reliable, and orderly replacement of fossil fuels with non-fossil energy, improve the level of electrification in end-use energy, and advance the green and low-carbon transformation of energy consumption.

Regarding how to further enhance energy supply security during the '15th Five-Year Plan' period, Tang Zhen, Deputy Director of the Economic Operation Regulation Bureau of the National Development and Reform Commission, said that measures will be taken to meet the needs of economic and social development and to solidify the foundation for energy supply security. From the perspective of overall national development, the goal is to anchor the work on building a preliminary renewable energy system by 2030 and advancing the construction of a strong energy nation, to strengthen energy security capabilities and achieve a higher level of energy security in the process of development.

Tang Tian stated that efforts will be made to coordinate energy security, supply, and the green low-carbon transition, steadfastly follow the path of ecological priority and green development, promote the safe, reliable, and orderly replacement of fossil energy with non-fossil energy, enhance the electrification level of end-use energy, and advance the greening and decarbonization of energy consumption, strongly supporting the goal of reaching a 25% share of non-fossil energy consumption by 2030.

In promoting the replacement of oil and gas consumption, Ge Ju, Deputy Director of the Development Planning Department of the National Energy Administration, introduced that efforts will continue to deeply advance electricity substitution. By 2030, the proportion of electricity in domestic end-use energy consumption is expected to rise to about 35%. In the transportation sector, high-quality promotion of charging and battery-swapping infrastructure layout and construction will be carried out, forming a charging infrastructure network with urban surface, public road, and rural point layouts. By 2030, the number of charging facilities will exceed 40 million, creating a charging service capacity to support more than 110 million electric vehicles.

Hydrogen energy and green fuel replacement will advance simultaneously. Ge Ju introduced that, on one hand, efforts will be made to strengthen industrial planning coordination and systematically promote the large-scale development of hydrogen energy and green fuel industries such as green methanol, green ammonia, and green aviation fuel, focusing on building a number of green hydrogen-ammonia-methanol production projects in regions such as Northeast China, the Yellow River's 'several-character bend,' northern North China, and the northern foothills of the Tianshan Mountains. On the other hand, innovative expansion of application areas will be pursued, developing models such as green electricity direct-connected hydrogen production and off-grid renewable energy hydrogen production according to local conditions, conducting high-quality comprehensive hydrogen energy application pilots, promoting renewable energy-based hydrogen production scale to reach 2 million tons by 2030, and expanding the application of hydrogen energy and green fuels in fields such as power generation, transportation, chemical metallurgy, and large-scale energy storage.

In terms of ensuring power supply, Ge Ju explained that during the 15th Five-Year Plan period, driven by emerging industries such as computing power, China's electricity demand will continue to grow rigidly, with an expected annual increase of about 600 billion kWh, equivalent to the annual electricity consumption of three cities the size of Shanghai. To achieve this, efforts will be coordinated across generation, grid, load, and storage: on the power generation side, efforts will be made to secure traditional power as a safety net, implement a new generation of coal power transformation and upgrades, promote the transition of coal power to supporting and regulating power sources, layout a number of peaking gas power plants according to local conditions, and steadily advance major hydropower and nuclear projects; simultaneously, efforts will be made to ensure safe and reliable replacement with renewable energy, continuously improve the accuracy of renewable power generation forecasting, construct a number of system-friendly renewable power stations, focusing on enhancing reliable peak power generation capacity.

On the grid side, the construction of a new type of power grid with coordinated main, distribution, and microgrids will be accelerated, leveraging the advantage of China's large power grid as a 'national chessboard,' strengthening the capacity for transmitting electricity from west to east, and promoting the enhancement of inter-provincial power complementarity and mutual support capacity by 40 million kilowatts. A strong and resilient distribution system will be built to improve the power supply security and overall carrying capacity of the distribution network. On the user side, the potential for regulating power loads from electric vehicles, air conditioners, and other devices will be fully tapped, with comprehensive promotion of intelligent and orderly charging, expansion of large-scale vehicle-to-grid interactions, promotion of large-scale development of virtual power plants, and advancement toward a virtual power plant regulation capacity of over 50 million kilowatts by 2030. On the energy storage side, the role of the power system as a 'power bank' and 'regulator' will be better utilized. Ge Ju explained that a reasonable layout for the construction of a number of pumped-storage power stations will be implemented, reaching an installed capacity of around 160 million kilowatts by 2030; there will also be vigorous development of new types of energy storage, encouraging multiple technology routes, with an installed capacity reaching 300 million kilowatts by 2030. [Source: China Securities Journal] [Editor: Xiao Neng]