“数”说电力行业新质生产力

Core Insights - The energy and power industry in China is actively implementing the "Four Revolutions and One Cooperation" strategy to build a new energy system and ensure energy security, with significant advancements in renewable energy capacity and carbon emission reductions [1][2] Group 1: Renewable Energy Development - By February 2025, the total installed capacity of renewable energy in five southern provinces is expected to exceed 200 million kilowatts, with a penetration rate of 56.5% during peak renewable energy consumption periods [1] - In 2020, the total installed power generation capacity in China reached 2.2 billion kilowatts, with thermal power accounting for 57% and renewable energy sources like wind, solar, and biomass making up less than half of that [1] - The carbon emissions in 2020 reached 9.899 billion tons, constituting 30.7% of global emissions, with the power and heating sector being the largest contributor at 47% [1] Group 2: Economic Impact and Energy Efficiency - Since the implementation of the 14th Five-Year Plan, energy consumption per unit of GDP and carbon emissions per unit of GDP have decreased by 10.8% and 8.1% respectively, supporting over 5% GDP growth with less than 3% energy consumption growth [2] - The launch of a large-scale vehicle-grid interaction initiative in March 2025 aims to incentivize electric vehicle owners to participate in energy management, with rewards for energy contributions [2] Group 3: Electric Vehicle Integration - By the end of 2024, the cumulative domestic sales of new energy vehicles reached 10.899 million, with a total ownership of 31.4 million vehicles, raising concerns about the impact of peak charging on grid stability [3] - The charging volume for electric vehicles surpassed 1100 billion kilowatt-hours in 2024, with peak load differences in some regions increasing from 35% to 55% [3] - If 10% of new energy vehicles participate in vehicle-grid interaction by 2030, they could provide a maximum adjustment capacity of 86 million kilowatts, exceeding the total capacity of all existing pumped storage power stations [3] Group 4: Digital Economy and Energy Collaboration - The "East Data West Computing" project has made significant progress, with the total computing power of ten national data center clusters exceeding 1.46 million standard racks, and over 80% of new data centers utilizing green electricity [4] - The energy consumption of data centers reached 270 billion kilowatt-hours in 2022, accounting for about 3% of total electricity consumption, with expectations to rise to 5% by 2025 [4] - The integration of digital and green economies is being promoted through the "East Data West Computing" initiative, aiming to create a national integrated computing network that supports energy security and digital development [4][5]