Ember：2026从基荷到灵活调节：中国煤电角色的战略转型研究报告（英文版）（44页）.pdf

1、 From baseload to flexibility:How is coals role in China changing China is shifting its coal fleet from baseload generation to flexibility support,with full retrofitting expected by 2027;continued market reforms and the growth of clean flexibility are essential to a renewable-dominant grid.Published

2、 date:10 February 2026 Lead author:Biqing Yang Contents About 2 Key highlights 2 Executive summary 3 Chapter 1:Coal flexibility in China:context,drivers,and policy evolution 7 1.1 The driver:Coal as a pragmatic transitional tool to Chinas mounting short-term flexibility needs 8 1.2 Government policy

3、 is locking in coals new role 11 1.3 Mechanisms in support of the transition 14 1.4 Technical pathways of flexibility retrofit in China 17 Chapter 2:Chinas coal fleet is becoming more flexible,but much of its potential remains untapped 19 2.1 Progress on retrofitting the existing coal fleet 20 2.2 C

4、hanging patterns in the use of coal power 22 2.3 Coal utilisation pattern fluctuates more seasonally in recent years 24 2.4 Economic constraints related to coal powers role shift 27 Chapter 3:Unleashing coals flexible potential while easing the transition to cleaner solutions 29 3.1 Beyond coal:clea

5、n flexibility must take the lead 30 3.2 Further power market reform as the key to unlock flexibility 33 3.3 Conclusion:from coal-led flexibility to a clean,market-driven system 38 Supporting materials 40 Methodology 40 Acknowledgement 43 1 About As wind and solar installed capacity expands rapidly,t

6、he need for power system flexibility is becoming increasingly urgent.To meet this demand,China is strategically repositioning its coal fleet from being a baseload generator to a source of system flexibility.This report dives into the policy mechanisms supporting this shift,as well as its technical a