New energy has stepped into a new stage of high-quality development

In May 2022, the Ministry of Water Resources issued the "Guiding Opinions on Strengthening the Control of shoreline Space in river and Lake Waters", which stipulates that "photovoltaic power plants, wind power generation and other projects shall not be built in rivers, lakes and reservoirs", which has a greater impact on the development of new energy. Cao Renxian suggested that the policy should not "one-size-fits-all" prohibit the construction of photovoltaic projects in river and lake waters, and classify them according to law and regulations.

In addition, energy storage, as an important support for the realization of high-quality development of new energy as China builds a new power system that ADAPTS to the gradual increase in the proportion of new energy, is also a key area of concern for representatives.

Song Hailiang, member of the CPPCC National Committee, Secretary of the Party Committee and chairman of China Energy Construction Group, said that at present, the new energy storage electricity price mechanism and profit model are not clear, and the income method is relatively single, which affects the enthusiasm of project investment.

Song Hailiang suggested that the establishment of a new energy storage capacity compensation mechanism and capacity market should be explored to reasonably reflect the installed economic benefits of energy storage facilities. Promote the spot market to gradually release the market price ceiling constraints, allow high-cost flexible resources such as energy storage to make profits through short-term high electricity prices, and clarify the market access of auxiliary services for electric energy storage. Encourage all localities to actively explore and innovate various new energy storage price mechanisms, try first when conditions are mature, and accelerate the formation of stable and reasonable income space for the energy storage industry.

Ensuring the supply of core raw materials for new energy is an important issue for the representatives. In the past two years, under the influence of supply and demand, the price of upstream raw materials lithium carbonate has grown rapidly, which has an important impact on the development of energy storage systems and new energy vehicles. Li Liangbin, a member of the National People's Congress and chairman of Ganfeng Lithium, suggested that the government support or share resources for companies to find high-quality mines around the world, and improve the efficiency of investment and construction of overseas projects. At the same time, under the premise of ensuring sustainable development, we will accelerate the exploration and development of domestic resource projects.