South Korea Lifts Honam Grid Restrictions, Boosts Solar Capacity韩国解除湖南地区电网接入限制，提升太阳能装机容量

01The Story新闻事实

South Korea's Ministry of Climate, Energy and Environment has removed grid connection restrictions in the Honam region, introduced flexible connection rules, and plans to use energy storage instead of new lines. The measures are projected to raise national transmission-level renewable hosting capacity from 119 GW to 171 GW by 2030.韩国气候能源环境部解除湖南地区的电网接入限制，引入柔性接入规则，并计划以储能替代新建线路。预计到2030年，全国输电级可再生能源承载容量将从119吉瓦提升至171吉瓦。

• The MCEE removed barriers to new renewable energy hookups in Honam, covering Gwangju and North and South Jeolla provinces.气候能源环境部解除了湖南地区（含光州及全罗北道、全罗南道）新增可再生能源并网的障碍。
• Flexible connections raise the solar ceiling on a distribution line from 14 MW to 16 MW and at a substation from 50 MW to 60 MW, enabling an extra 2.6 GW of solar in Honam without new grid infrastructure.柔性接入将配电线路太阳能上限从14兆瓦提高至16兆瓦，变电站上限从50兆瓦提高至60兆瓦，无需新建电网即可在湖南地区新增2.6吉瓦太阳能。
• The ministry has clawed back 9 GW of grid connection rights from non-viable solar projects and expects to recover over 10 GW in Honam alone by 2030.该部已从不可行的太阳能项目中收回9吉瓦并网权，预计到2030年仅湖南地区即可回收超过10吉瓦。
• The Korea Power Exchange launched a tender on Sept. 22 for 1,100 MW/6,600 MWh of six-hour battery storage under 15-year contracts, with winners named in November.韩国电力交易所于9月22日启动1,100兆瓦/6,600兆瓦时六小时储能电池招标，合同期15年，中标者预计11月公布。
• The Export-Import Bank of Korea projects South Korea will add 3.5 GW of solar this year.韩国输出入银行预计韩国今年将新增3.5吉瓦太阳能装机。

By combining flexible connections, storage deployment, and reallocation of idle grid rights, South Korea aims to unlock tens of gigawatts of renewable capacity without major new transmission build-out.通过柔性接入、储能部署和回收闲置并网权的组合措施，韩国力图在不大规模新建输电设施的情况下释放数十吉瓦的可再生能源容量。

024 Dimensions维度分析

03Timeline时间线

1. 2026-06 Solutions for Our Climate paper criticized the first-come, first-served queue for letting stalled projects tie up grid capacity.气候解决方案智库论文批评先到先得机制使停滞项目占用电网容量。
2. 2026-09-22 Korea Power Exchange launched tender for 1,100 MW/6,600 MWh of battery storage.韩国电力交易所启动1,100兆瓦/6,600兆瓦时储能电池招标。
3. 2026-10-01 MCEE announced removal of Honam grid connection restrictions.气候能源环境部宣布解除湖南地区并网限制。
4. 2027-01 New connection rules and competitive bidding under revamped RPS take effect.新并网规则及修订后配额制下的竞争性招标生效。
5. 2027-06 East coast restrictions scheduled to end with first phase of HVDC link to Singapyeong.东海岸限制计划随至新平HVDC线路一期完工而解除。

Key takeaway核心结论

South Korea's grid reform package uses flexible connections, storage, and rights reallocation to expand renewable hosting capacity from 119 GW to 171 GW by 2030 without major new line construction.韩国电网改革方案通过柔性接入、储能和并网权再分配，到2030年将可再生能源承载容量从119吉瓦提升至171吉瓦，而无需大规模新建线路。

04What to Watch后续关注

1. Winners of the November battery storage tender and progress toward February 2029 commissioning.11月储能招标的中标结果及2029年2月投运目标的进展。
2. Implementation of the new connection rules and competitive bidding starting January 2027.2027年1月起的新并网规则和竞争性招标的落实情况。
3. Ending of east coast restrictions in the first half of 2027 alongside the HVDC link's first phase.2027年上半年东海岸限制解除及HVDC线路一期进展。
4. Whether the projected 20 GW of unlocked renewable capacity materializes in Yeongnam and Gangwon.预计释放的20吉瓦可再生能源容量能否在岭南和江原地区落地。

05Uncertainties不确定因素

• The ministry did not disclose how much battery capacity the storage-based connection plan would require.该部未披露基于储能的并网计划所需电池容量。
• Actual curtailment impacts of flexible connections on project economics are not quantified in the source.柔性接入对项目经济性的实际弃电影响在源文中未量化。

06Sources信息来源

1. South Korea Lifts Honam Grid Restrictions, Boosts Solar Capacity - News and Statistics - IndexBoxSouth Korea Lifts Honam Grid Restrictions, Boosts Solar Capacity - News and Statistics - IndexBox IndexBox · 2026-10-01

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