中国11大电力央企，为何全部重仓盐城？

Core Viewpoint - The article highlights China's significant advancements in power generation, particularly in clean energy, and emphasizes the strategic importance of Yancheng as a hub for renewable energy projects involving major state-owned enterprises [1][9]. Group 1: Power Generation Capacity - As of 2024, China's power generation capacity is approximately 3349 GW, nearly three times that of the United States, which stands at 1225 GW [1]. - The increasing share of clean energy in China's power generation is a notable trend, indicating a shift towards sustainable energy sources [1]. Group 2: Renewable Energy Projects in Yancheng - Yancheng has attracted all 11 major state-owned power enterprises, making it a unique city with full coverage of the power industry [9]. - Significant investments include the East Taihai Offshore Wind Power Project, a joint venture between China and France, with an investment of 8 billion yuan [2]. - The Dafeng Offshore Wind Power Project, developed by Huaneng Group, has an annual output of 1.14 billion kWh of clean energy, saving 350,000 tons of standard coal and reducing CO2 emissions by 931,000 tons [4]. Group 3: Advantages of Yancheng - Yancheng boasts a coastline of 582 kilometers and favorable wind conditions, with average wind speeds exceeding 7.6 m/s at 100 meters height, making it ideal for wind power generation [12][13]. - The region also has high solar radiation levels, with annual totals between 1400-1600 kWh/m², supporting the development of solar power projects [15]. Group 4: Industry Development and Supply Chain - Yancheng has established the largest offshore wind power industrial cluster in China, with a production capacity accounting for 40% of the national total [22]. - The city is also home to major solar energy companies, achieving a solar cell production capacity of 84.5 GW and module production of 120.4 GW, ranking first in the country [22]. Group 5: Market Dynamics and Energy Consumption - The Yangtze River Delta region, where Yancheng is located, is a major electricity consumption area, with a projected total electricity consumption exceeding 20,000 billion kWh in 2024, accounting for 21.1% of the national total [27][29]. - Yancheng's proximity to major consumption centers like Shanghai enhances its ability to sell generated electricity at competitive prices [29]. Group 6: Low-Carbon Development Initiatives - Yancheng is recognized as a pilot city for carbon peak initiatives, aiming to lead in low-carbon development practices [38]. - The city is actively exploring the establishment of a green standard system to support carbon emission reduction efforts and enhance its role in global climate governance [56][57].