新型电力系统产业链发展评估和驱动战略  

Development Assessment and Driving Strategy for New Power System Industry Chains

作　　者：武丹琛 夏清[2] WU Danchen;XIA Qing(Energy Internet Research Institute,Tsinghua University,Haidian District,Beijing 100084,China;Department of Electrical Engineering,Tsinghua University,Haidian District,Beijing 100084,China)

机构地区：[1]清华大学能源互联网创新研究院,北京市海淀区100084 [2]清华大学电机工程与应用电子技术系,北京市海淀区100084

出　　处：《全球能源互联网》2025年第2期155-164,共10页Journal of Global Energy Interconnection

基　　金：国家电网有限公司总部科技项目(新型电力系统产业链形态演进机理及发展路径关键技术研究,1400-202357350A-1-1-ZN)。

摘　　要：新型电力系统建设是实现“双碳”目标的关键抓手,坚韧完备、具有全球竞争力的产业链是支撑新型电力系统建设的基石。光伏、风电、输配电设备及储能是支撑新型电力系统建设的核心产业链。首先对新型电力系统核心产业链发展现状进行全面梳理,掌握产业链完整信息、发现产业链优势及薄弱环节。其次在波特钻石模型基础上,从资源要素、需求条件、相关行业、电力市场机制及产业政策等方面出发,对新型电力系统核心产业链的发展环境进行评估。最后,结合新型电力系统的建设,从技术创新体系、新能源市场化消纳、产业链数据共享、系统资源优化配置及链主引领等角度出发,提出新型电力系统驱动产业链升级的战略选择。The construction of new power systems is the key measure to achieve the carbon peaking and carbon neutrality goals.Resilient and complete industry chains with global competency are the cornerstones supporting the construction of new power systems.The industry chains of photovoltaic,wind power,transmission and distribution equipment,and energy storage facilities are the core components supporting the construction of new power systems.Firstly,this paper conducts an overall investigation on the core industry chains of new power systems,collecting the complete information and identifying the advantages and weaknesses.After that,an industrial environment analysis on the core industry chains is performed based on Michael Porter Diamond Model,in terms of resource elements,demand conditions,related industries,electricity market mechanisms and industrial policies.Finally,combined with the construction of new power systems,a strategy on driving development of new power systems industry chains is explored,from the perspectives of technology innovation system,renewable energy market-oriented integration,data sharing of the industry chains,optimization of system resources and the guidance from the industry chain leader.

关 键 词：新型电力系统 产业链 发展现状 环境评估 驱动战略 

分 类 号：F407.61[经济管理—产业经济] F403.7