Recently, the National Development and Reform Commission and the National Energy Administration jointly issued the “15th Five-Year Plan for the Construction of New Power Systems”, which proposes that by 2030, new power systems will initially be completed, and non-fossil energy will account for 50% of electricity generation; the national energy utilization rate will remain around 90%. “The core of the Plan is to put the consumption of new energy sources first.” Peng Peng, Secretary General of the China New Energy Electricity Investment and Financing Alliance, told reporters that the “Plan” frees up space for new energy investment by adjusting the utilization rate of new energy sources; at the same time, the focus of new energy development is completely shifting from the power supply side to the electricity consumption side, encouraging players such as energy storage and virtual power plants to guarantee consumption on the electricity consumption side. In an interview, the reporter learned that from the perspective of industrial opportunities, the “Plan” is expected to further release the development momentum of industries such as UHV in the main network, investment in distribution networks, the energy storage industry chain, power trading, and virtual power plants.

Recently, the National Development and Reform Commission and the National Energy Administration jointly issued the “15th Five-Year Plan for the Construction of New Power Systems”, which proposes that by 2030, new power systems will initially be completed, and non-fossil energy will account for 50% of electricity generation; the national energy utilization rate will remain around 90%. “The core of the Plan is to put the consumption of new energy sources first.” Peng Peng, Secretary General of the China New Energy Electricity Investment and Financing Alliance, told reporters that the “Plan” frees up space for new energy investment by adjusting the utilization rate of new energy sources; at the same time, the focus of new energy development is completely shifting from the power supply side to the electricity consumption side, encouraging players such as energy storage and virtual power plants to guarantee consumption on the electricity consumption side. In an interview, the reporter learned that from the perspective of industrial opportunities, the “Plan” is expected to further release the development momentum of industries such as UHV in the main network, investment in distribution networks, the energy storage industry chain, power trading, and virtual power plants.