中电联：全国重点调查企业电力投资2278亿元，同比增7.4%

Core Insights - The report from the China Electricity Council indicates significant progress in the green and low-carbon transition of the electricity industry, with a total investment of 227.8 billion yuan in the first quarter of 2025, representing a year-on-year increase of 7.4% [1] Investment and Capacity - In the first quarter, the total installed power generation capacity reached 3.43 billion kilowatts, marking a year-on-year growth of 14.6% [1] - Investment in the power sector is showing a strong upward trend, with grid investment reaching 95.6 billion yuan, up 24.8% year-on-year, and equipment investment within this category growing by 59.5% [5] Renewable Energy Growth - Wind and solar power combined accounted for nearly 90% of new installed capacity, with a total of 74.33 million kilowatts added, representing 86.7% of the total new power generation capacity [2] - The installed capacity of non-fossil energy sources has surpassed 2 billion kilowatts, with coal power's share of total installed capacity dropping below 50% in all provinces [3] Generation and Utilization - The share of wind and solar power generation has exceeded 20% of total electricity generation, while thermal power generation from large-scale plants decreased by 4.7% year-on-year [3] - Utilization hours for hydropower and nuclear power generation equipment have increased, while other types of generation equipment saw a decline in utilization hours [3] Transmission and Distribution - Cross-regional and cross-provincial electricity transmission has seen rapid growth, with a total of 213.2 billion kilowatt-hours transmitted in the first quarter, a year-on-year increase of 12.3% [4]