On October 30th, the National Development and Reform Commission and six other departments jointly issued the "Guiding Opinions on Vigorously Implementing Renewable Energy Substitution Action" (hereinafter referred to as the "Guiding Opinions"). And further clarified China's long-term development goals in the field of renewable energy, aiming to achieve a national renewable energy consumption of over 1.1 billion tons of standard coal by 2025 and over 1.5 billion tons of standard coal by 2030, providing strong support for achieving the 2030 carbon peak target.

At present, renewable energy has become a new force in ensuring power supply in China, and the proportion of installed power generation capacity will historically exceed that of thermal power generation capacity in 2023.

In order to further enhance the safe and reliable substitution capability of renewable energy, the Guiding Opinions strengthen the layout from four aspects: supply capacity, supporting infrastructure construction, demand side resource regulation, and power system regulation.

In terms of energy supply

The Guiding Opinions state that efforts should be made to accelerate the construction of large-scale wind and photovoltaic bases with a focus on desert, Gobi, and desert areas, and to promote the cluster development of offshore wind power. Scientifically and orderly promote the construction of large-scale hydropower bases, and coordinate the comprehensive development of water, wind, and solar energy. Develop distributed renewable energy sources nearby. Steadily developing biomass power generation and promoting the large-scale development of solar thermal power generation. Accelerate the improvement of renewable energy resource assessment, power forecasting, and intelligent regulation capabilities. Promote the application of new technologies such as grid based new energy and long-term power forecasting.

Promote the installation of photovoltaic systems on the roofs of existing buildings, and encourage new factories and public buildings with conditions to fully install photovoltaic systems. Promote the comprehensive electrification of newly constructed public buildings, promote the use of electric pumps, water heaters, high-efficiency electromagnetic stoves, and other alternative products to coal and gas, and promote the application of high-efficiency DC electrical appliances and equipment. Actively promote the application of solar thermal energy in areas with abundant solar energy resources and buildings with stable hot water demand.

Actively develop decentralized wind power and distributed photovoltaic power generation in rural areas where conditions permit. Promote the entry of bio natural gas into the pipeline network in areas with conditions, promote centralized heating in towns and villages according to local conditions, and prioritize the use of geothermal energy, solar energy, and other heating methods. Optimize the spatial layout of new infrastructure, promote the integrated development of 5G base stations, data centers, supercomputing centers, etc. with photovoltaics, heat pumps, energy storage, etc. Carry out pilot applications such as deep-sea floating offshore wind power and annual production of millions of cubic meters of bio natural gas projects, and promote the deep joint operation of solar thermal and wind photovoltaic power.

Promote the deep and three-dimensional development of photovoltaic sand control, photovoltaic corridors, and ocean pastures, and form an innovative alternative development situation of deep integration and sustainable substitution.

Currently, with the increasing demand for renewable resources, the two main forces of photovoltaic and wind power are playing an increasingly important role. The global shift towards renewable energy sources such as solar and wind power is driving the demand for specialized cables capable of handling high-voltage and long-distance energy transmission; The rapid development of the photovoltaic industry has driven a surge in demand for wires and cables for photovoltaic power stations; In the process of promoting new energy, especially the development of offshore wind resources, the demand for submarine cables has increased exponentially.

In terms of supporting infrastructure construction

The Guiding Opinions propose to accelerate the construction of renewable energy infrastructure. Promote the iteration of advanced technologies such as flexible DC transmission and AC/DC hybrid distribution networks, and accelerate the construction of a digital and intelligent power grid. Strengthen the connection between renewable energy and power development planning, and promote coordinated development of grid and power sources. Promote the upgrading of the backbone network of the power grid, strengthen the construction of cross provincial and cross regional transmission channels, optimize dispatch control, and prioritize the dispatch of renewable energy electricity. Continuously optimize the structure of the distribution network, accelerate the integration and intelligent upgrading of the first and second stages of the distribution network, optimize the scheduling mechanism of the distribution network, enhance the flexibility and carrying capacity of the distribution network, and support the rapid development of distributed renewable energy. Strengthen the construction and upgrading of infrastructure such as heating, gas pipeline networks, and hydrogen energy supply networks, enhance the interconnection of pipeline networks, and accept more non electric renewable energy sources nearby.

The acceleration of the construction of renewable energy infrastructure is driving innovation and iteration in energy production, transmission, and various fields. Focusing on important areas of energy transformation such as clean energy, electrification, intelligence, and integration, we will promote the research and application of ultra large capacity, ultra long distance ultra-high voltage technology, ultra-high voltage flexible DC technology, and ultra-high voltage long-distance large capacity submarine cable technology. Continuously improving the informatization level of the power grid mainly includes the transmission and resource allocation capabilities of the transmission network, intelligent monitoring and early warning capabilities, and integrated control capabilities of transmission and transformation equipment and lines. These demands and requirements also put forward higher requirements for cable products.

Further strengthen the regulation of the power system

Strengthen the flexibility transformation of coal-fired power units, promote self owned power plants to actively participate in peak shaving, optimize coal-fired power dispatching methods, and reasonably determine the dispatching sequence and peak shaving depth.

The Guiding Opinions also deploy energy storage. For example, researching and promoting the optimization and upgrading of large-scale hydropower stations, and orderly constructing pumped storage power stations. Strengthen the research and development of new energy storage technologies and their multi scenario applications. Promote the application of long-term thermal storage power generation, thermoelectric coupling, and utilization of medium and high temperature heat for photothermal purposes.

In addition, the Guiding Opinions encourage biomass power generation projects to provide auxiliary services such as peak shaving.

Energy storage is a necessary condition for promoting large-scale renewable energy generation and integration into conventional power grids. With the deepening of the "dual carbon" target, China's installed capacity of new energy generation maintains a rapid growth rate, and the demand for new energy storage and other regulating resources in the power system is rapidly increasing. As of the end of September 2024, 58.52 million kilowatts/128 million kilowatt hours of new energy storage have been built and put into operation nationwide, an increase of about 86% compared to the end of 2023.

As an important component of energy storage systems, cables used in energy storage systems will also enter a golden period of development with the overall development of the system. With the increasing abundance of energy supply, energy storage technology has become increasingly important. It is foreseen that pumped storage will dominate the energy storage field, and the basic requirements for cable products needed in this field are high voltage level and large cross-section. The Jilin Dunhua Pumped Storage Power Station uses cross-linked polyethylene high-voltage cables with a voltage of 500 kV, a cross-section of 800mm ², and a single length exceeding 1500 meters. In the future, the market demand for such products will increase, and the technical indicators will continue to upgrade. Of course, technologies such as flywheel energy storage and electrochemical energy storage will also appear in the future energy storage market, and are closely related to wire and cable products and technologies.

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