The main goal of the action plan is to focus on the coordinated efforts of sources, networks, load and storage, and take multiple measures to promote the consumption of new energy , so as to realize both “fast growth” and “good use” of green electricity “. in 2026, the installed capacity of new energy storage will reach 14 million kilowatts , the installed capacity of pumped storage under construction will reach about 10 million kilowatts, the flexible transformation of coal-fired power units in the province will be completed by more than 3 million kilowatts, will accelerate the cultivation of new modes of new formats such as source network load storage and direct green power connection, and will actively expand application scenarios such as virtual power plants and rural microgrids, Keep the province’s new energy utilization rate higher than the national average.
The key tasks include 6 major items and 22 minor items. The new formulation includes:
1. Speed up the development of new energy storage. Support the development of innovative scenarios such as distributed energy storage, “data center + energy storage” and mobile energy storage .
2, enhance the safety performance of new energy network. Steadily promote low-voltage distributed photovoltaic direct mining direct control, incremental low-voltage distributed photovoltaic with second-level direct acquisition and control capabilities , improve the stock of 10 kV distributed photovoltaic direct mining direct control transformation ratio.
3. Enabling low-carbon development in urban and rural areas. In cities, public facilities such as transportation hubs and commercial complexes are used as fulcrums, and advanced technologies such as blockchain, AI, and cloud computing are introduced to create a comprehensive smart energy system and improve energy efficiency and urban governance. In the countryside to further promote the rural energy revolution, combined with the “whole county distributed photovoltaic development” “thousands of villages and thousands of villages to control the wind action” and biomass, geothermal energy non-electricity use, pilot the construction of “village energy village” village micro-energy network, reduce the cost of comprehensive energy use in rural areas, help rural revitalization.
4, support the nearby consumption of new formats. Support new distributed photovoltaic projects and the construction of new energy storage “optical storage integration” implementation project filing. Actively promote the integration mode of source, network, load and storage, explore the development of “new energy + new energy storage”, “new energy + biomass” and “new energy + distributed gas turbine”, speed up the construction of Binzhou Binhua, Weifang Haihua and other projects, strive to complete a total of about 20 projects within the year. Accelerate the application of single-user green power direct connection mode, speed up the construction of Dongying era projects, support strategic emerging industries and export-oriented enterprises to carry out green power direct connection, and create a number of typical projects. Accelerate the construction of 10 green power industrial parks such as Yantai Wanhua and 20 zero-carbon parks such as Dingziwan New Energy Innovation Zone to realize the integrated development of new energy and industry.
5, accelerate the construction of virtual power plant. issued to promote the high-quality development of virtual power plants and virtual power plant construction and operation management measures , continuous innovation of application scenarios, to create a number of city-level, park-level, community-level virtual power plants. Further improve market rules such as transaction execution, market settlement, assessment and evaluation, standardize the operation evaluation and trading mode of virtual power plants participating in the power market, and realize the normal participation of 40 virtual power plants in the power market, with a regulation capacity of 1.5 million kilowatts.
6, improve the distributed new energy, energy storage, virtual power plants and other new subjects to participate in the power market trading methods, and promote all kinds of regulatory resources “one multi-use, time-sharing reuse”. Improve the reliable capacity compensation and operating cost compensation mechanism on the power generation side, and support the orderly construction of regulatory power supplies. Explore the establishment of standby auxiliary service market trading varieties, promote FM auxiliary services, spot electric energy market joint clearance. Users directly involved in the wholesale electricity market, in the negative electricity price period (subject to the real-time electricity price within the day) monthly electricity consumption accounted for more than 60% (inclusive) of their total electricity consumption, exempt from medium-and long-term deviation shortfall income recovery.
7, improve the new energy storage market mechanism. Study and optimize the lower limit of electric energy declaration and clearing price in the spot market of electric power, and gradually widen the charge and discharge price difference. Actively promote independent energy storage to participate in the intraday, real-time electric energy market, time-sharing quotation to participate in the FM auxiliary service market, improve the energy storage participation in the FM auxiliary service market and the electric energy market convergence mechanism. Gradually expand the proportion of energy storage FM scale, optimize the FM step, shorten the instruction cycle, and give full play to the new energy storage rapid adjustment capability. Encourage new energy storage and centralized and distributed new energy sources to jointly participate in power market transactions.
The file is as follows:
1. main objectives
focus on the coordinated efforts of source, network, load and storage, take multiple measures to promote the consumption of new energy, and realize both” fast growth “and” good use “of green electricity”. In 2026, the installed capacity of new energy storage will reach 14 million kilowatts, the installed capacity of pumped storage under construction will reach about 10 million kilowatts, the flexible transformation of the province’s existing coal-fired power units will be completed by more than 3 million kilowatts, the cultivation of new models and new formats such as source network-load storage and direct green power connection will be accelerated, application scenarios such as virtual power plants and rural microgrids will be actively expanded, and the utilization rate of new energy in the province will be kept higher than the national average.
2. key tasks
(I) strengthen planning and policy coordination.
1. Strengthen planning guidance. Adhere to systematic thinking, scientifically formulate the “Tenth Five-Year Plan” new energy system development plan and special plans for renewable energy and electricity, reasonably determine new energy development goals and planning layout, and realize the development of new energy and power grid engineering, resource regulation, and load growth Coordinate. Revise the planning plans for offshore wind power and Lubei scenery storage and transportation integrated base, optimize the project layout and development structure, reasonably arrange the construction rhythm, and realize continuous development and stable consumption.
2. Co-ordinate policy guarantee. Research and issue policy documents to promote the high-quality development of photovoltaic power generation, strengthen the management of pumped storage projects, optimize and improve the implementation rules such as the integration of source network and storage, and guide the healthy and sustainable development of the industry. Actively explore mechanisms and specific ways for nuclear power to participate in peak shaving. Give full play to the role of policy guidance, promote the collaborative layout of traditional industries, emerging industries and new energy, and broaden the new space for the coupling development of new energy and industries.
3. Deepen the research. Relying on industry think tanks and consulting platforms, we will comprehensively strengthen research on the basic theories, key technologies and engineering applications of new power systems, and form a number of high-quality research results around key topics such as the improvement of Shandong’s near-, medium-and long-term wind and new energy absorption capacity, the energy transformation supporting the upgrading of manufacturing industry, the transformation of isolated power grid enterprises, and the normalization of peak regulation in self-provided power plants and local power plants, providing theoretical support for planning and policy formulation.
(II) accelerate regulatory capacity building.
4. Improve the adjustment capacity of thermal power units. We will speed up the flexible transformation of coal-fired power units in stock, complete the transformation with a scale of more than 3 million kilowatts, and strive to realize the “change as much as possible” of direct-adjustment public units “. Actively strive for the support of the national coal power policy, orderly promote the shutdown integration and transformation and upgrading of subcritical units, new units all refer to the construction of a new generation of coal power standards. We will speed up the construction of thermal power projects that have already been approved. Large coal-fired power units of more than 2 million kilowatts and gas turbines of about 1 million kilowatts will be built throughout the year. Support coal-fired power enterprises to use the land and equipment vacated by shutting down units to provide voltage support and moment of inertia for the power grid.
5. Encourage the promotion of new thermal power technologies. Encourage coal-fired power units to increase flexible adjustment capabilities through thermoelectric decoupling technologies such as electric boilers and molten salt heat storage. For the electric heating energy storage facilities built in the metering export, support according to the system peak adjustment facilities management, its power generation depth peak adjustment contribution according to the spot market time-sharing price signal to obtain reasonable economic benefits, its electricity reference plant electricity management but statistically not counted as plant electricity. Further optimize the operation management of the unit with thermoelectric decoupling facilities, and reasonably improve the level of consumption of coal-fired power units. The joint operation of coal-fired power units and new energy storage projects is studied, the operation mode is optimized, and the adjustment ability is improved.
6. Accelerate the construction of pumped storage. The first unit of Weifang pumped storage was completed and put into operation at 300000 kilowatts. The construction of Mengyin Duozhuang at 1.2 million kilowatts and Yiyuan Shiqiao at 1.8 million kilowatts was started. The preliminary work of Wulian Street and other projects was accelerated. The pumped storage under construction reached about 10 million kilowatts. Steadily promote the reform of the electricity price mechanism for pumped storage capacity, stabilize project investment expectations, and better play the role of pumped storage regulation.
7. Speed up the development of new energy storage. The completion of the construction of Tai’an 350000 kilowatts of compressed air energy storage, Jidian Weifang 350000 kilowatts of electrochemical energy storage and other key projects. Actively promote the demonstration application and commercial development of new technologies such as supercapacitors, flywheels, molten salts, liquid flow batteries, sodium-ion batteries, etc., and accelerate the construction of 500000-kilowatt molten salt energy storage projects in Weiqiao, Zhanhua. Support the development of innovative scenarios such as distributed energy storage, “data center + energy storage” and mobile energy storage. The province’s new energy storage installed capacity reached about 14 million kilowatts.
(III) strengthen the power grid support capacity.
8. Promote the construction of a strong main grid. Speed up the construction of ultra-high voltage projects such as Yanwei and CNNC CX and 500 kV power transmission and transformation projects such as Highland and Bohai Sea to ensure that they will be completed as scheduled in 2026 to meet the demand for clean energy delivery in Yanwei and northern Shandong. Start the Lu-Su mutual electricity DC networking project to enhance the inter-provincial mutual aid capacity. Continuously optimize the 220 kV city area main network structure, reasonable adjustment of 220 kV power supply zoning, improve power supply support capacity and flexible adaptability.
9. Improve the local balancing capacity of the distribution network. Continue to promote the transformation and upgrading of urban and rural distribution networks, improve power supply security and system carrying capacity, and meet the needs of distributed new energy, new energy storage access and electric vehicle charging. Encourage the construction of distributed energy storage and other regulatory resources on the distribution network side to enhance the self-balancing capacity of the distribution network. Intensify the transformation of rural power grids, adding 10000 kilometers of new lines and 6.5 million kVA of variable (distribution) capacity during the year.
10. Enhance the safety performance of new energy network. Deepen the risk control of active distribution network operation, establish and improve the risk identification, monitoring and control system. Improve the power prediction accuracy of new energy stations, carry out rapid frequency response, pressure resistance, frequency resistance and other network-related performance transformation, and improve the active support capacity of new energy. Steadily promote low-voltage distributed photovoltaic direct mining direct control, incremental low-voltage distributed photovoltaic with second-level direct acquisition and control capabilities, improve the stock of 10 kV distributed photovoltaic direct mining direct control transformation ratio.
11. Improve the level of power grid service and regulation. Continue to deepen and expand the special action of new energy grid-connected operation services, and simplify the grid-connected processing process. Improve the intelligent dispatching system based on the large model of artificial intelligence, and improve the power system simulation and stable operation control ability. Revise the power dispatch control management regulations, optimize the dispatch production organization model, and improve the real-time control and safety and stability of the power grid. Strengthen the collaborative interaction mechanism of source network and storage, and enhance the capacity of new energy consumption and emergency supply.
12. Actively expand the consumption space outside the province. Strengthen communication with foreign power into the provinces of Lu transmission end, combined with the level of supply and demand in the province to optimize the transmission curve. Overall consideration of the peak supply, electricity costs, green power consumption and other aspects of the impact, optimize the new energy participation in the inter-provincial market policy, promote the expansion of the scale of delivery, and strive to sell 0.55 billion kWh within the year.
(IV) boosts green power consumption demand.
13. Promote the consumption of green electricity by key energy-using enterprises. Implement the minimum proportion of national renewable energy consumption target requirements, break down and clarify the proportion of green electricity consumption in key energy-using industries, and support the increase in the proportion of green electricity consumption through green electricity and green card transactions. Continue to promote the Weiqiao, Xinfa and other electrolytic aluminum load access to the public power grid, encourage self-owned units “less to buy more”, improve the capacity of new energy consumption. Relying on the provincial green card trading service center, strengthen the monitoring and evaluation of green card trading and the proportion of green electricity consumption, and provide one-stop services such as efficient matching for market players.
14. Improve demand-side responsiveness. Dig deep into the user side adjustable resources, according to the voltage level, response speed, response type hierarchical classification settings, improve the demand side flexible adjustment of the resource pool, to ensure that the demand side response capacity reaches 5% of the maximum load. Timely optimize the division of peak and valley periods for industrial, commercial and residential electricity consumption, and guide power users to actively participate in power system regulation through power market price signals.
15. Accelerate the construction of charging and changing demonstration stations. Give full play to the peak shaving effect of electric vehicle energy storage resources on the power grid, actively promote the model of interactive charging and exchanging demonstration stations for vehicle networks in Jinan starting area, expand the scale of two-way charging and discharging (V2G) projects, enrich application scenarios, promote the integrated development of vehicles, piles, stations and networks, and renovate and build 80 new charging and exchanging demonstration stations throughout the year.
(V) promote the innovation of business model.
16. Enabling low-carbon development in urban and rural areas.In cities, leveraging public facilities such as transportation hubs and commercial complexes as pivots, advanced technologies like blockchain, AI, and cloud computing should be introduced to build integrated smart energy systems, thereby enhancing energy efficiency and urban governance. Deepen the rural energy revolution in rural areas by integrating county-wide distributed photovoltaic development, the “Thousand Towns and Ten Thousand Villages Wind Power Initiative,” and non-electric applications of biomass and geothermal energy. Pilot the construction of village-level microgrids that generate and consume energy locally, reducing overall rural energy costs and supporting rural revitalization.
17. Support the new format of the nearest consumption. Support new distributed photovoltaic projects and the construction of new energy storage “optical storage integration” implementation project filing. Actively promote the integration mode of source network and storage, explore the development of “new energy and new energy storage”, “new energy and biomass” and “new energy and distributed gas turbine”, speed up the construction of Binzhou Binhua, Weifang Haihua and other projects, and strive to build a total of about 20 projects within the year. Accelerate the application of the single-user green power direct connection model, speed up the construction of the Dongying era project, support strategic emerging industries, export-oriented enterprises to carry out green power direct connection, to create a number of typical projects. Accelerate the construction of 20 zero-carbon parks, including 10 green power industrial parks, including Yantai Wanhua, and the Dingzwan New Energy Innovation Zone, to achieve the integrated development of new energy and industry.
18. Accelerate the construction of virtual power plants. Issued to promote the high-quality development of virtual power plants and virtual power plant construction and operation management methods, continuous innovation of application scenarios, to create a number of city-level, park-level, community-level virtual power plants. Further improve market rules such as transaction execution, market settlement, assessment and evaluation, standardize the operation evaluation and trading mode of virtual power plants participating in the power market, and realize the normal participation of 40 virtual power plants in the power market, with a regulation capacity of 1.5 million kilowatts.
19. Promote power computing synergy. In areas rich in nuclear power and wind resources, such as Yanwei and Lubei, we will jointly promote the planning and construction of clean energy and computing facilities, and give priority to supporting new computing infrastructure with green power accounting for more than 80%. Support Jinan starting area, Qingdao Aoshan Bay and other areas with dense computing facilities to access green power special change, the construction of distributed new energy, and promote the green energy of computing infrastructure.
(VI) improve the electricity market mechanism.
20. Improve the new energy price mechanism. Deepen the market-oriented reform of new energy feed-in tariffs, scientifically determine the scale of mechanism electricity, guide enterprises to make rational quotations from construction costs, and promote the healthy and orderly development of wind power and photovoltaics through market-oriented means. We will implement the price mechanism for new energy consumption nearby, improve provincial supporting policies, and promote the accelerated development of projects such as direct green power connection and integration of source and network storage.
21. Optimize the trading mechanism of the electricity market. Improve distributed new energy, energy storage, virtual power plants and other new subjects to participate in the power market trading methods, and promote all kinds of regulatory resources “one multi-use, time-sharing reuse”. Improve and refine the reliable capacity compensation and operating cost compensation mechanisms on the generation side to support the orderly development and commissioning of flexible power sources. Explore the establishment of new trading products in the ancillary services market to support backup operations, and promote joint clearing of frequency regulation ancillary services with the spot electricity market. Users directly participating in the wholesale electricity market, whose monthly grid-connected electricity consumption during negative-price periods (as determined by the intraday real-time spot price) accounts for 60% or more of their total grid-connected electricity consumption, shall be exempt from the recovery of revenues associated with medium- and long-term deviation deficits.
22. Improve the new energy storage market mechanism. Study and optimize the lower limits for energy bids and clearing prices in the electricity spot market, and gradually widen the price spread between charging and discharging. Actively promote the participation of stand-alone energy storage in the day-ahead and real-time electricity markets, enable time-of-day bidding in the frequency regulation ancillary services market, and refine the coordination mechanisms between energy storage participation in the frequency regulation ancillary services market and the electricity spot market. Gradually increase the share of energy storage in frequency regulation, optimize the regulation step size, shorten the command cycle, and fully leverage the fast-response capabilities of new-type energy storage. Encourage new types of energy storage to participate jointly in electricity market transactions alongside centralized and distributed renewable energy sources.
3. safeguards
The Provincial Development and Reform Commission, the Provincial Energy Bureau, and the Shandong Energy Regulatory Office coordinate and coordinate the promotion of new energy consumption, and relevant departments and units earnestly implement Various policies and measures, strengthen policy publicity and interpretation, and form a work pattern of joint management and joint promotion. Strictly implement territorial responsibilities, industry supervision responsibilities, and corporate main responsibilities, adhere to the bottom line of safe development, and ensure that project construction complies with laws and regulations, and operation and management are stable and efficient.
the above policies focus on promoting the high-level consumption of new energy in 2026 in the whole province. they will be implemented from the date of issuance and are only applicable to projects completed in 2026. they will be formulated or extended separately in subsequent years as appropriate.
