In June 2014, General Secretary Xi Jinping proposed "four revolutions and one cooperation" from the perspective of the overall development of the party and the state Energy security The new strategy provides a fundamental basis for China's high-quality energy development in the new era. Over the past decade, under the strong leadership of the Party Central Committee with Comrade Xi Jinping at the core, China has vigorously promoted green energy development, actively expanded the clean energy industry, promoted clean and efficient use of energy, helped the global energy transformation, constantly released new momentum of development, and achieved remarkable achievements.
At present, the global new energy, unconventional oil and gas, advanced nuclear energy, smart energy, new energy storage, hydrogen energy and other emerging energy technologies accelerate the iteration, and China's energy development faces new strategic opportunities. As the largest developing country in the world, China's installed power and power consumption are expected to grow rapidly. More efforts are needed to ensure energy demand while striving to achieve the goal of "dual carbon". State Power Investment Group Co., Ltd. (hereinafter referred to as“ State Power Investment ”）We should adhere to the guidance of Xi Jinping's Thought on Socialism with Chinese Characteristics for a New Era, thoroughly implement the new strategy of energy security, coordinate high-quality development and high-level security, take the construction of a new energy system and a new power system as the traction, promote green, low-carbon and high-quality development of energy, and make greater contributions to Chinese modernization.
Adhere to the concept of energy conservation and promote the overall green transformation of energy consumption mode. Over the past decade, China has deeply promoted the energy consumption revolution and adhered to ecological priority and green development. The intensity of energy and resource consumption has declined significantly, the energy consumption structure has been continuously optimized, and the proportion of clean energy consumption has increased from 16.9% in 2014 to 26.4% in 2023. The State Power Investment Corporation has explored to form a comprehensive smart energy model, which is deeply integrated with industries such as industry and transportation, and uses green power direct supply and green power transportation to boost the green transformation of economic and social development. The first rural energy revolution pilot county in Henan Lankao will be built to vigorously promote clean energy consumption in rural life, transportation and agricultural production. On the new journey, we should accelerate the cultivation of new business forms and new models in the field of new energy, promote the extension of energy supply to the client and downstream of the industrial chain, and enrich the local consumption of new energy and the collaborative path of the industrial chain; We will continue to deepen the user side integrated smart energy, promote the transformation of green power, provide solutions for energy conservation, emission reduction, green transformation and upgrading of high energy carrying industries, promote the coordinated development of the power market and the carbon market, and fully release the environmental benefits and green value of clean energy.
Adhere to systematic thinking and promote the construction of a diversified supply system of high proportion of new energy. Over the past decade, China has deeply promoted the energy supply revolution. The installed capacity of non fossil energy power generation has exceeded 1.6 billion kilowatts, accounting for more than 54% of the total installed capacity. The clean and efficient use of fossil energy has achieved remarkable results, and the diversified energy supply system has been further improved. At present, the installed capacity of clean energy in the national power investment has exceeded 70%, and the installed capacity of photovoltaic, new energy and clean energy has been in the forefront of the world for many consecutive years. Important progress has been made in the clean transformation of the energy structure. On the new journey, we should shoulder the responsibility of central enterprises to ensure energy supply, so as to build a new type of power system that is clean, low-carbon, safe, abundant, cost-effective, coordinated supply and demand, flexible and intelligent to ensure high-quality economic and social development; Maintain the advantages of high growth, high proportion, high quality and large-scale development of the clean energy industry, continue to increase the proportion of clean energy, strive to reach 80% by 2030, and effectively ensure the safe and stable clean supply of energy.
Adhere to scientific and technological innovation, and promote self-reliance and self-improvement of high-level science and technology in the energy field. Over the past decade, China has deeply promoted the energy technology revolution, and gradually established a complete industrial chain for manufacturing clean energy equipment such as hydropower, nuclear power, wind power, and solar power. Key components such as photovoltaic modules and wind turbines account for more than 70% of the global market share. State Power Investment Corporation actively explores new technologies and new models in new energy, nuclear energy, hydrogen energy, energy storage and other fields. Led the implementation of two major national science and technology projects, namely, large advanced pressurized water reactor nuclear power plant and heavy gas turbine. The "Guohe" series passive pressurized water reactor technology broke the foreign technology monopoly and established a complete third-generation nuclear power design, construction, operation, maintenance and verification system in China; Complete all key technical breakthroughs in the development of heavy gas turbine models, fully grasp the design scheme of hydrogen blending transformation project for commercial gas turbine power stations, and initially build an independent heavy gas turbine industry chain. On the new journey, it is necessary to strengthen scientific and technological innovation, constantly improve scientific and technological research and development capabilities, and build independent and controllable capabilities of key industrial chains; Strengthen the research and development of key technologies in the energy field, promote the integration of new generation information technologies such as artificial intelligence and the energy industry, and form a new situation of the integration and development of wind, light, storage, hydrogen, electric vehicles, digitalization and other technologies.
Adhere to the problem orientation and further implement the requirements of deepening the reform of the power system. In the past ten years, China has deeply promoted the revolution of the energy system, and the market-oriented reform of key energy fields and key links has been deepening. In 2023, the national electricity market will account for 61.4% of the electricity consumption of the whole society, and the market-oriented trading of new energy will account for 47.3% of the total power generation of new energy. The State Power Investment Corporation actively promotes the balance between supply and demand of clean energy and power system. The construction of the Huolinheyuan grid load storage integrated distributed power system in Inner Mongolia will account for 31% of the green electricity consumption of electrolytic aluminum in the first quarter of 2024, creating a new paradigm of "coal new energy electricity aluminum" circular economy. On the new journey, we should focus on the overall and strategic issues in the energy field, and further implement the requirements of deepening the reform of the power system; Establish and improve the power marketing system suitable for the full power spot market, rely on the advantages of clean energy to serve green power users, and consolidate the advantages of the integration of power generation, sales and use; Vigorously promote the "coal new energy electricity aluminum" joint venture and the new paradigm of direct supply of source network load storage, to help optimize the layout of China's industries and promote regional coordinated development.
Adhere to win-win cooperation and constantly strengthen energy security under the open conditions. Over the past decade, China has strengthened international cooperation in the energy field in an all-round way, actively promoted the joint construction of the "Belt and Road", successively established intergovernmental energy cooperation mechanisms with more than 90 countries and regions, and established cooperative relations with more than 30 international organizations and multilateral mechanisms in the energy field. The overseas installed capacity of the National Power Investment Corporation exceeds 10 million kilowatts, and the Malta Gozo Island uses onshore photovoltaic combined with offshore floating wind power to create a "zero carbon" business card; Kazakhstan's 100 MW wind power project provides 350 million kilowatt hours of clean power to the local area every year, helping Kazakhstan's economic and social development. On the new journey, we should unswervingly promote the implementation of high-quality joint construction of the "Belt and Road" project, adhere to promoting innovation through openness, combine "going out" with "bringing in", give full play to China's technological and industrial advantages in the energy field, focus on promoting international cooperation and standard setting in nuclear energy and other fields, and strive to become the main force of clean energy cooperation, Promote and implement the "China Plan" for low-carbon economic and social transformation globally, strive to build a win-win partnership, and promote the construction of a community with a shared future for mankind.
Adhering to the leadership of the Party is the fundamental guarantee for building a world-class clean energy enterprise. We should deeply understand the decisive significance of the "two establishment", strengthen the "four consciousness", strengthen the "four self-confidence", and achieve the "two maintenance", and strive to build a pattern of party building in central enterprises that matches the system of strict party governance in an all-round way, connects with the modern enterprise system with Chinese characteristics, and adapts to the tasks of the reform and development center of the energy and power industry, in order to accelerate the development of new quality productivity Build a world-class clean energy enterprise to provide a strong political guarantee.
