According to data released by the National Energy Administration recently, as of the end of June, the national installed capacity of power generation was about 2.44 billion kilowatts, a year-on-year increase of 8.1%.

Among them, the installed capacity of wind power is about 340 million kilowatts, a year-on-year increase of 17.2%; the installed capacity of solar power generation is about 340 million kilowatts, an increase of 25.8% year-on-year.

　　The continuous and rapid development of new energy industries such as wind power and photovoltaics not only provides a strong guarantee for my country's energy security, but also injects new impetus into economic growth and the realization of the "dual carbon" goal.

"Chasing the wind and day by day" speeds up again

　　Since the beginning of this year, the policies of the new energy industry have continued to be favorable.

In February, the National Development and Reform Commission and the National Energy Administration jointly issued the "Planning and Layout Plan for Large-scale Wind Power and Photovoltaic Bases Focusing on Deserts, Gobi and Desert Areas" and proposed that by 2030, the total installed capacity of the planned and constructed wind and solar bases will be about 455 million kilowatts.

Combined with the scale calculation of the cumulative total installed capacity of wind power and photovoltaics in my country at the end of 2021 of 635 million kilowatts, to achieve the goal of total installed capacity of wind power and solar power reaching more than 1.2 billion kilowatts by 2030, the wind power base project will become the main source of new installed capacity.

　　In May, the General Office of the State Council forwarded the National Development and Reform Commission and the National Energy Administration's "Implementation Plan on Promoting the High-Quality Development of New Energy in the New Era"; , Gobi, desert areas as the focus on the construction of large-scale wind power photovoltaic bases, and promptly start the second batch of large-scale base projects.

　　The release of the series of documents has boosted the development of new energy.

Dong Wancheng, deputy director of the Development Planning Department of the National Energy Administration, said the planned investment in key energy projects this year increased by 10.3 percent year-on-year.

The construction of the first batch of large-scale wind power photovoltaic base projects in desert, Gobi and desert areas has been accelerated, driving the planned investment in solar power generation and onshore wind power to increase by 202.6% and 13.3% year-on-year.

　　The relevant person in charge of the National Energy Administration revealed that the first batch of large-scale wind power photovoltaic bases focusing on desert, Gobi and desert areas are progressing smoothly, with over 90% of the construction started, and the construction of the second batch of base projects has started.

New energy investment potential is huge

　　In recent years, my country's new energy development achievements have attracted worldwide attention.

New energy power generation technology continues to improve and costs drop rapidly. my country has mastered a complete new energy equipment manufacturing industry chain, and its international competitive advantages are prominent, which strongly supports new energy entering a new stage of parity and subsidy development. At the same time, it has also formed a "photovoltaic + building" "Photovoltaic + transportation", "photovoltaic + ecological management", "agriculture (grass, fishery) photovoltaic complementarity" and other new composite development models.

　　Steady growth is an important task this year.

In the international and domestic environment with increasing uncertainties, the accumulated new energy has become an important starting point for high-quality economic development.

"Investment in green and low-carbon fields will provide a considerable impetus for economic growth." Zou Ji, CEO of the Energy Foundation and President of China, revealed that in the past few years, my country has invested an average of about 500 billion yuan in the field of wind and solar energy every year. Under the background of stable growth macroeconomic policies, investment in the field of wind and solar energy has the potential to maintain and expand.

　　The analysis shows that during the "14th Five-Year Plan" period, the total investment in the fields of digital upgrading and green transformation of traditional industries, green and low-carbon urbanization and modern city construction, green and low-carbon consumption and renewable energy-friendly energy or power system construction can be increased. It reached nearly 45 trillion yuan, with an average of about 8.9 trillion yuan per year, accounting for about 16% of the total investment in the whole society last year, which will be a powerful investment growth momentum.

　　"The entire main line of driving economic growth and social development should be transferred to the reconstruction of the zero-carbon energy system." Jiang Yi, an academician of the Chinese Academy of Engineering, said.

　　Jiang Yi believes that investment in the field of new energy construction requires unified planning by relevant departments, and local departments and enterprises should invest in construction separately to avoid "picking" and duplication of construction.

In addition, there must be supporting policy support to establish a new price system to encourage investment by all parties through market mechanisms.

Three major contradictions still to be resolved

　　To promote the large-scale, high-proportion, market-oriented, and sustainable high-quality development of new energy, there are still three major problems that need to be solved urgently.

Li Chuangjun, director of the New Energy Department of the National Energy Administration, said that, first, new energy has low energy density, high land demand, many points, wide areas, and large quantities. The constraints of land resources are becoming more and more obvious; second, the traditional power system is based on fossil energy, and the planning, design, construction and operation are insufficient in adapting to the new energy grid connection and consumption, and systemic changes are urgently needed; third, the participation of new energy in power The mechanism of market transactions is not perfect, and the reform of "delegating power, regulating services" needs to be deepened.

　　New energy power generation has the characteristics of randomness, volatility and intermittency. The large-scale integration of new energy into the grid will have an impact on the real-time balance of the power system. The comprehensive adjustment capability of the system is the key to affecting the development and consumption of new energy.

　　How to build a new power system?

Zhang Lin, deputy director of the Planning and Development Department of the China Electricity Council, believes that a diversified and coordinated clean energy supply system should be built.

Speed ​​up the development of wind power and solar power generation, develop hydropower according to local conditions, actively develop nuclear power in a safe and orderly manner, rationally distribute and develop gas power in an appropriate manner, and give full play to the role of coal-fired power in ensuring basic supply, system regulation, and power grid security.

At the same time, continue to optimize the construction of the main grid of the power grid, improve the ability of large-scale optimal allocation of clean energy resources, speed up the transformation and intelligent upgrade of the distribution network, actively promote the construction of new energy microgrids, and ensure the local consumption of distributed power sources and diversified loads Flexible access.

　　It is an important feature of the new power system to greatly improve the flexibility of the power system.

Zhang Lin said that it is necessary to increase the proportion of regulated power sources such as pumped storage, flexible coal power, and peak-shaving gas power, accelerate the large-scale application of new energy storage, optimize power dispatching and operation methods, and actively develop regulating resources such as virtual power plants and interruptible loads. , improve the power demand side response capacity, and improve the market mechanism to promote the consumption of renewable energy.

At the same time, the digitalization and intelligence level of the power system will be improved.

　　At present, the proportion of new energy participating in the market has increased significantly year by year, accounting for about 30% of new energy power generation.

However, the market value of the green, environmentally friendly and low-carbon attributes of new energy has not been fully reflected, the synergy between the electricity energy market, green certificate trading and carbon market needs to be strengthened, the cost of auxiliary services needs to be eased, and the scale of green certificate trading and green electricity trading is limited.

Under the circumstance that the green value of new energy has not been marketized, how to participate in the market transaction of new energy needs to study the corresponding policies and market mechanisms as soon as possible to create a good market environment for the sustainable development of new energy.

　　In terms of using the market mechanism to promote new energy consumption, Han Fang, deputy director of the Planning and Development Department of the China Electricity Council, suggested that electricity should meet the needs of safety, economy, environmental protection, and people's livelihood security. mechanism.

At present, the green value of new energy, the capacity value of coal-fired power generation, and the adjustment value of flexible resources have not been reflected and channeled. It is necessary to improve the electricity price mechanism to reasonably reflect and channel the cost.

　　Wang Yichen