On June 25, 2026, in Beijing, a landmark document destined to reshape China's future energy landscape was officially released. When the 15th Five Year Plan for the Construction of a New Energy System jointly issued by the National Development and Reform Commission and the National Energy Administration was presented to the world, a clear signal was released: China's energy strategy has shifted from simple scale expansion to quality leap. This is not only a plan, but also a declaration of war on green and low-carbon, declaring that non fossil energy will soon ascend to the throne of electricity generation by 2030.

The energy structure has reached a historic turning point

The plan released on June 25, 2026, for the first time clearly stated that coal and oil consumption would peak rather than rapidly decline, laying a solid defense line for China's energy security. The plan proposes that by 2030, the total installed capacity of electricity in China will reach 5.4 billion kilowatts, of which the installed capacity of wind and solar power will exceed 2.8 billion kilowatts. The core indicator is that the proportion of non fossil energy generation will reach 50%, truly becoming the main source of electricity supply. This transformation means that base load power sources such as hydropower and nuclear power will play a more important role, while also forcing the acceleration of pumped storage, new energy storage, and coal-fired power flexibility transformation to ensure the stability of the power system.

Speed up the construction of a new power system

The focus of policies has shifted from the construction of individual power projects to the collaborative construction of the entire power system. From 2026 to 2030, the fixed assets investment of the national power grid will exceed 5 trillion yuan, an increase of more than 30% compared with the 14th Five Year Plan. During this period, China will add 15 extra high voltage direct current (UHVDC) green power transmission channels, making the scale of West East power transmission exceed 420 million kilowatts. At the same time, the digital upgrading and transformation of the distribution network will be fully implemented, artificial intelligence will be deeply integrated into power grid scheduling, and long-term energy storage technology will be innovatively applied to ensure that the scale of new energy storage reaches 300 million kilowatts by 2030, providing a solid guarantee for the consumption of over 2.8 billion kilowatts of new energy. Keywords: strategic news and information, non fossil energ

Trillion investment stimulates new quality productivity

This plan is not only an energy blueprint, but also an economic engine. The plan is expected to drive investment in key projects and new business models exceeding 20 trillion yuan. By deepening the implementation of artificial intelligence and energy actions, promote the coordinated development of computing power centers and energy allocation. Especially the promotion of the green power direct connection mode will encourage the construction of multi-user green power direct connection scenarios in industrial parks and zero carbon parks. This not only solves the demand for green electricity consumption in emerging industries, but also cultivates and strengthens the green certificate green electricity market through the synergy of computing and electricity, providing a continuous source of power for China to seize the high ground in global green competition.Editor/Gao Xue