Utilities - HK/China: Watt’s Up #104: China’s New Energy System 15th FYP approved

研报英文原文证据摘录

Utilities - HK/China: Watt’s Up #104: China’s New Energy System 15th FYP approved

Ordos, Bohai Bay, Sichuan-Chongqing, Tarim, Songliao

Energy-industry co-location Energy-rich regions integrate energy + manufacturing + hydrogen + computing; Eastern regions target 70% of incremental demand met locally

Transmission corridors Expansion of power (west - east), coal logistics, and national oil & gas pipeline network

Energy import channels Four strategic oil & gas import routes: Northeast, Northwest, Southwest, Offshore

Key Energy Infrastructure Projects

Wind & solar bases Large desert bases; continued expansion in Xinjiang, North China, Northeast, coastal offshore

Hydro-renewable hybrid bases Major basins: Yalong, Jinsha, Lancang, Yarlung Tsangpo, Yellow River

Hydrogen & green fuels Production bases in North China, Inner Mongolia, Xinjiang; build hydrogen pipelines and green fuel hubs

CSP (solar thermal) Target ~15GW installed capacity by 2030

Transmission New UHV lines linking desert bases to demand centers

Grid interconnection Cross-regional projects (e.g. Central-China to East/South)

Green power direct connection Green power supply for data centers, industrial parks, export-oriented manufacturing

Energy Security Projects

Oil & gas storage New storage bases and underground gas storage facilities across major regions

Pipeline network Build major gas pipelines (e.g. Sichuan-East, Northeast-China lines)

Coal supply bases Build large modern coal mining bases across Shanxi, Inner Mongolia, Shaanxi, Xinjiang

Energy Consumption Transition Priorities

Clean energy substitution Electrification of steel, chemicals, building materials; green fuels for transport

EV charging infrastructure Nationwide charging network (urban grid, highways, rural nodes)