National Energy Administration: Researching support for eligible new energy integration projects through special bonds issued by local governments

On November 12, the National Energy Administration issued guidelines on promoting the integrated development of new energy. Wall Street Insight summarizes the key points as follows: Research support for eligible new energy integration projects through local government special bonds It mentions optimizing the approval (filing), grid access, and power business license processes for new energy integration projects, encouraging a one-stop handling of related procedures for projects. It encourages local governments to study multi-party cooperation mechanisms for new energy and industrial integration projects based on actual conditions. Research support for eligible new energy integration projects through local government special bonds. By 2030, integrated development will become an important way for new energy development, significantly enhancing the reliability of new energy alternatives It mentions that by 2030, integrated development will become an important way for new energy development, significantly enhancing the reliability of new energy alternatives, improving market competitiveness, and strongly supporting the comprehensive green transformation of economic and social development, providing safer and more reliable green energy guarantees for accelerating the modernization of China. Promote multi-dimensional integrated development of new energy It mentions optimizing the power structure of the "Shagehuang" new energy base, building thermal power and other adjustable power sources suitable for local conditions, and exploring the creation of a 100% new energy base; promoting the integrated development of hydropower and wind-solar energy, leveraging the regulatory characteristics of hydropower; constructing new bases with pumped storage and new energy storage as adjustable power sources. It guides centralized new energy projects to carry out wind and solar construction in the same area, achieving intensive sharing of space, transmission and transformation facilities, and adjustment capabilities; promoting the clustered development of offshore wind power and the intensive layout of submarine cable corridors; exploring shared infrastructure for marine energy and various marine activities. Promote the coordinated development of new energy and multiple industries It mentions three major coordination directions: "Green manufacturing with green resources" in the industrial chain: Build new energy manufacturing bases in areas rich in new energy resources, promote green manufacturing across the entire chain; promote the greening of new energy raw material extraction and processing, key component manufacturing, and product production processes; construct low-carbon and zero-carbon parks with multi-energy complementarity and high self-sufficiency, achieving a higher proportion of green energy self-sufficiency. Traditional industry coordinated optimization and upgrading: Guide high-energy-consuming industries to transfer to areas rich in new energy resources, achieving local consumption of "West-to-East Power Transmission"; guide key industries such as petroleum, petrochemicals, chemicals, steel, and non-ferrous metals to enhance load adjustment capabilities through production process optimization and self-built power plant upgrades; construct a new energy utilization system that matches the characteristics of new energy. Emerging industries promoting mutual integration: In conjunction with the "East Data West Computing" project, promote the coordinated planning of new energy bases and computing power facilities, facilitating the integrated operation of power and computing networks; in areas rich in new energy resources, promote the coordinated layout of emerging industries such as new materials and high-end equipment manufacturing with new energy, forming a new ecological industry driven by innovation. Full text as follows: Guiding Opinions of the National Energy Administration on Promoting the Integrated Development of New Energy Guo Neng Fa Xin Neng [2025] No. 93 Energy bureaus of all provinces (autonomous regions, municipalities), development and reform commissions of relevant provinces (autonomous regions, municipalities) and the Xinjiang Production and Construction Corps, dispatched agencies, and relevant power enterprises: Since the 14th Five-Year Plan, under the guidance of the "dual carbon" strategic goals, China's new energy industry has achieved leapfrog development, with the installed capacity of new energy historically surpassing that of thermal power, entering a new stage of development. At the same time, as the scale of new energy continues to grow and its proportion of electricity increases, the pressure for system absorption continues to rise, and the difficulty of securing land and other resources is increasing. There is an urgent need to change the development, construction, and operation modes of new energy to achieve integrated and fused development. The following opinions are proposed to promote the integrated development of new energy. I. Overall Requirements Guided by Xi Jinping's Thought on Socialism with Chinese Characteristics for a New Era, fully implement the spirit of the 20th National Congress of the Communist Party of China and the previous plenary sessions, comprehensively and accurately implement the new development concept, and deeply implement the new energy security strategy. Adhere to system integration and unified development, coordinate the large-scale development and high-level absorption of new energy, strengthen the integrated development of multiple energy varieties, and enhance supply reliability and system stability; adhere to technological innovation and industrial collaboration, accelerate the industrial application of cutting-edge technologies, promote the collaborative optimization and upgrading of new energy and industries, and broaden the new space for the coupling development of new energy and industries; adhere to scenario expansion and diversified utilization, expand non-electric applications of new energy, cultivate new models and new formats for new energy production and consumption, enhance the autonomy of new energy development, increase the market competitiveness of new energy, and create an upgraded version of new energy development. By 2030, integrated development will become an important way for new energy development, the reliability of new energy substitution will be significantly enhanced, market competitiveness will be notably improved, and it will strongly support the comprehensive green transformation of economic and social development, providing safer and more reliable green energy guarantees for accelerating the modernization of China. II. Accelerate the Promotion of Multi-Dimensional Integrated Development of New Energy (1) Enhance the level of complementary development of multiple new energy varieties. Optimize the power structure and energy storage configuration ratio of the "Shagehuang" new energy base, build thermal power generation and other adjustable power sources according to local conditions, reasonably control the demand for newly built coal power installations in the base, and encourage methods such as molten salt thermal storage coupling peak shaving and local green ammonia co-firing to improve the deep synergy level between new energy and coal power, increasing the proportion of green electricity in the base; support regions with conditions to fully utilize the supporting and regulating roles of solar thermal, pumped storage, and new energy storage, exploring the creation of 100% new energy bases. Leverage the large inertia, rapid start-stop, and precise regulation characteristics of hydropower to actively promote the integrated development of water, wind, and solar power in major river basins. Explore the construction of new integrated water, wind, and solar bases driven by pumped storage and new energy storage as regulating power sources, facilitating large-scale and high-quality development of surrounding wind and solar power. Based on regional resource endowments and system regulation support needs, promote the complementary development of centralized new energy projects such as wind, solar, gas, and storage within provinces. (2) Strengthen the intensive and composite utilization of new energy development space. Enhance the intensive site selection of large new energy bases such as "Shagehuang" and water-wind-solar, guiding various centralized new energy projects to carry out wind and solar construction in the same area, achieving intensive sharing of site space, power transmission and transformation facilities, and regulation capabilities. Promote the orderly renovation and upgrading of wind power and photovoltaic projects to improve land utilization efficiency Encourage mining areas to rely on idle land, subsidence areas, and other resources to develop new energy sources such as photovoltaics and wind power. Promote the clustered development of offshore wind power, intensively arrange the outgoing submarine cable corridors and landing points, and encourage the sharing of outgoing channels. Explore the promotion of marine energy development and utilization in conjunction with various marine activities to enhance the efficiency and effectiveness of three-dimensional development and utilization of marine space. (3) Promote the integrated development of distributed new energy across multiple fields. Advance the integration of transportation and energy, encouraging the construction of integrated facilities for new energy and surrounding energy use in transportation locations such as highway service areas, road slopes and stations, railway stations, airports, and ports. Actively apply technologies such as flexible collection access, intelligent microgrids, and vehicle-network interaction to enhance the proportion of local development and utilization, promote the large-scale application of new energy heavy trucks and supporting refueling infrastructure, and encourage the integrated development of solar energy storage and charging. Promote the integrated development of building photovoltaics, advancing the synchronous planning and design, as well as construction of photovoltaic systems with buildings, promote low-carbon energy use and clean heating in buildings, and construct new types of buildings with "solar storage direct flexible" systems. Deepen the rural energy revolution, under the premise of strictly implementing land use policies, rely on new models and new formats to integrate rural distributed wind power, distributed photovoltaics, hydropower, and other resources to enhance the autonomous and reliable power supply capacity of rural areas and promote the local consumption and utilization of new energy in rural areas. Support the promotion of complementary development of marine energy in island regions and other areas to enhance the service capacity for marine energy consumption. (4) Promote the integrated and aggregated operation of new energy. Continuously improve the accuracy of new energy power generation forecasting, actively adopt advanced network-type technologies, promote the collaborative and joint optimization control of multiple varieties of new energy, and comprehensively enhance the observable, measurable, adjustable, and controllable capabilities of new energy, creating a batch of system-friendly new energy power stations. Encourage the integrated utilization of new energy and supporting energy storage, explore substantial joint operations of new energy with other power sources under certain conditions, formulate overall market participation strategies, and enhance market competitiveness. Strengthen digital upgrades and transformations, based on the implementation of safety protection requirements for power monitoring systems, promote centralized monitoring and integrated operation and maintenance of various stations in new energy bases, and improve operational efficiency. Accelerate the large-scale development of virtual power plants and strengthen the aggregation and collaboration of decentralized power resources. III. Vigorously Promote the Collaborative Development of New Energy and Multiple Industries (5) Accelerate the promotion of the new energy industry chain "green manufacturing with green." In areas rich in new energy resources, enhance the application level of green electricity in new energy equipment manufacturing and spatial agglomeration efficiency, create more competitive new energy manufacturing bases, strengthen collaborative innovation in the upstream and downstream industrial chains, and explore the construction of an integrated and fusion-type new energy industrial system. Promote green manufacturing across the entire chain, advancing the greening transformation of new energy raw material mining and processing, key component manufacturing, and product production processes. Support new energy-oriented industrial parks to apply new formats such as direct connection to green electricity, intelligent microgrids (integrated source-network-load-storage), and incremental distribution networks for new energy access, as well as green certificate and green electricity trading, to build low-carbon and zero-carbon parks with multi-energy complementarity and high self-sufficiency, promoting the collaborative efficiency of pollution reduction and carbon reduction in industrial parks, achieving a higher proportion of "green manufacturing with green." (6) Coordinate the promotion of the collaborative optimization and upgrading of new energy and traditional industries. Actively guide high-energy-consuming industries to transfer to areas rich in new energy resources and where resource and environmental capacities can be supported, using new energy resources to guide the optimization of major productivity and major infrastructure layout, achieving local consumption of "west electricity for west use." Guide key industries such as petroleum, petrochemicals, chemicals, steel, and non-ferrous metals, based on regional resource endowments and industrial foundations, to systematically enhance load regulation capabilities through production process optimization, self-built power plant transformation and upgrading, and scientific configuration of energy storage facilities, achieving a collaborative reduction in energy costs and efficient consumption of new energy. Encourage other traditional industries to carry out green design and flexible transformation of production processes, collaboratively reducing the carbon footprint throughout the product lifecycle and enhancing green competitiveness. Through the optimization of layout and collaborative operation of new energy and traditional industries, establish a new industrial energy system that matches the characteristics of new energy. (7) Actively promote the integrated and mutually reinforcing development of new energy and emerging industries. In conjunction with the "Eastern Data Western Computing" project, coordinate the green electricity demand of computing power facilities and the resource endowments of new energy, promote the collaborative planning of new energy bases and computing power facilities, and explore the nearby construction of computing power facilities relying on offshore wind power bases. Classify and explore the adjustable potential of computing power load in terms of time and space, promote the integrated operation of electricity and computing power networks, and provide green electricity support for accelerating the construction of a national integrated computing power network. In regions rich in new energy resources and with a solid manufacturing foundation, promote the collaborative layout and cluster development of emerging industries such as new materials, high-end equipment manufacturing, and energy conservation and environmental protection with new energy, accelerating the formation of a new industrial ecosystem driven by innovation. IV. Actively Promote the Diversified Non-Electric Utilization of New Energy (8) Focus on enhancing the level of coordinated development of wind, solar, hydrogen, and storage. Strengthen key technological breakthroughs in wide-range rapid dynamic operation of hydrogen production from electricity, joint control of multiple electrolyzers, etc., improve the performance of electrolyzer technology, and enhance the adjustment range, response speed, and accuracy of hydrogen production from water electrolysis to better adapt to the volatility characteristics of new energy. Optimize the wind-solar ratio, reasonably configure energy storage and hydrogen storage facilities, develop an integrated adaptive self-regulating system for new energy generation, hydrogen production, hydrogen storage facilities, and hydrogen load, and enhance the level of integrated coordinated optimization control and self-balancing capability of wind, solar, hydrogen, and storage. Promote the development of new energy weak grid and off-grid hydrogen production modes. (9) Steadily build a comprehensive industrial base for green hydrogen, ammonia, and methanol (hydrogen-based energy). Support localities in planning and constructing hydrogen-based energy industries such as green hydrogen, ammonia, methanol, and sustainable aviation fuel in line with green development needs and resource conditions. Focus on regions with significant wind and solar development potential and abundant biomass and water resources to plan and layout comprehensive industrial bases for renewable energy hydrogen and ammonia production. Coordinate both supply and demand sides, scientifically plan infrastructure such as transportation pipelines, refueling, and transshipment ports, and orderly promote the construction of cross-provincial transportation systems. Support large-scale production of green hydrogen, ammonia, and methanol in "Shagehuang" and large water and wind bases, promote applications in key fields such as coal chemical industry and metallurgy, and facilitate industrial coupling development. Encourage coastal areas to explore offshore wind power hydrogen production and ammonia technology, and develop green fuel refueling for shipping. (10) Gradually promote the application of new energy for heating and hot water supply. Encourage industrial parks with high demand for heating (cooling) in textiles, pharmaceuticals, papermaking, food processing, etc., to create multi-energy coupling comprehensive energy supply stations dominated by new energy through renewable energy electricity heating, heat pump heating (cooling), and integrated photovoltaic thermal solutions. Assess the potential of new energy heating resources, scientifically layout geothermal heating, strengthen the tiered utilization of geothermal energy, develop localized green electricity direct connection heating models, actively explore the efficient utilization of multiple heat sources including geothermal energy, wind, solar, biomass, and traditional fossil energy, and promote the organic integration of new energy heating with existing heating systems Leverage the flexible adjustment advantages of the thermal system to promote the joint optimization and scheduling operation of new energy and thermal systems, and explore the coupling application of new energy heating with long-cycle thermal storage technologies such as geotechnical and water bodies. V. Strengthen Organizational Assurance (11) Actively and orderly organize project construction. The National Energy Administration prioritizes supporting the construction of new energy integration projects in areas with a high penetration rate of new energy. Provincial energy authorities should strengthen overall coordination and resource assurance during the project organization and construction process, reasonably arrange project scale in new energy project development plans, enhance cross-departmental cooperation, form a collaborative work effort, and timely track and monitor project construction and operation status. The dispatched agencies of the National Energy Administration and local energy authorities should strengthen supervision over project access and network security according to their responsibilities. The National Energy Administration will summarize and promote advanced experiences from typical projects. (12) Optimize project investment and development management. Optimize the approval (filing), grid access, and power business license processes for new energy integration projects, encouraging a one-stop handling of related procedures for the entire project. Encourage localities to study multi-party cooperation mechanisms for new energy and industrial integration projects based on actual conditions. Research support for eligible new energy integration projects through special bonds from local governments. (13) Optimize the power dispatch mechanism. Under the premise of ensuring the safety and stability of the power grid, promote coordinated optimization dispatch of "Shagehuang," water-wind-solar, and offshore new energy bases, actively promoting the aggregation and control of distributed resources through models such as virtual power plants, and encouraging new energy and industrial integration projects to enhance the collaborative level and self-balancing capability of source-grid-load-storage multi-factors. Refine and improve the technical standards, operational rules, and assessment details for various project grid connection dispatch, clarifying the control relationships and responsibilities of each factor. (14) Improve market trading and certification mechanisms. Support "Shagehuang," water-wind-solar new energy bases to participate in power market trading in an integrated manner. Promote long-term green electricity purchase agreements, and improve the market participation and trading settlement mechanisms for new energy and industrial integration projects. Actively explore fair participation of new energy integration projects in the energy market and ancillary services market. Promote the improvement of reliable capacity compensation mechanisms, exploring the inclusion of eligible new energy integration projects in the capacity compensation scope. Explore the establishment of certification mechanisms for non-electric energy carriers such as green hydrogen, ammonia, and methanol, gradually improving green evaluation standards, certification rules, and labeling systems