15th Five-Year Plan for New Energy System Construction: A Definite Boon for Magnetic Materials

Created on 09.15

"15th Five-Year Plan" for New Energy System Construction: A Definite Boon for Magnetic Materials

During the "15th Five-Year Plan" period, my country's energy system is undergoing a major transformation from a coal-dominated model to a multi-energy complementary system integrating solar, storage, wind, and hydrogen. This transformation represents not merely a change in installed capacity figures, but a fundamental restructuring of the entire power system. For the magnetic materials industry, three key signals warrant particular attention.

Signal 1: Non-fossil energy becomes the primary source of electricity supply. By 2030, non-fossil energy is projected to account for 50% of total power generation, with the combined installed capacity of wind and solar power exceeding 2.8 billion kilowatts. This marks the formal transition of new energy from a "supplementary" source to a "primary" energy source, directly driving high-performance NdFeB (neodymium-iron-boron) and high-end soft magnetic materials into a phase of structural growth.

Signal 2: Comprehensive upgrade of power grid architecture. The plan proposes a new type of grid featuring "coordination between transmission, distribution, and micro-grids." Distribution networks must accommodate the integration of 900 million kilowatts of distributed new energy, while the scale of "West-to-East Power Transmission" is set to surpass 420 million kilowatts. The shift toward greater grid flexibility, high-frequency operation, and intelligence places higher demands on the efficiency and loss characteristics of power equipment. A clear indicator of this trend is found in State Grid tenders: the share of 10kV amorphous alloy transformers rose from 47% in 2025 to over 55% in the first quarter of 2026. Thanks to their low no-load loss characteristics, amorphous alloys are becoming the material of choice for energy conservation and loss reduction in distribution networks.

Signal 3: The rise of computing power and AI generates new demand. By 2030, national electricity consumption for computing power is expected to reach 800 billion kilowatt-hours, accounting for approximately 6% of total societal electricity consumption. AI data centers utilize megawatt-scale, high-density power supply architectures that impose rigorous requirements on high-power solid-state transformers (SSTs), necessitating magnetic core materials that offer high-frequency performance, high efficiency, and miniaturization. Against this backdrop, ultra-thin nanocrystalline ribbons (14 microns and below) have become the material of choice for high-frequency magnetic components due to their high magnetic permeability and low core loss. The China Electrical Equipment Industry Association has explicitly identified computing power networks as a potential major growth market for nanocrystalline ribbons in the future.

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15th Five-Year Plan for New Energy System Construction: A Definite Boon for Magnetic Materials

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