Report on the Implementation of the 2025 National Economic and Social Development Plan and the Draft 2026 National Economic and Social Development Plan

According to the draft 2026 National Economic and Social Development Plan, China will deepen market-oriented reforms for new energy feed-in tariffs, targeting 80% of installed capacity and power generation on the generation side to enter the market. This policy will establish a price settlement mechanism supporting the sustainable development of new energy, stipulating that when market prices fall below the mechanism price, differential compensation will be provided. The draft specifically notes that this reform will improve the price mechanism for local consumption of new energy power generation to adapt to the development of new power systems, and will directly impact the formation of feed-in tariffs for clean energy sources, including nuclear power.