JSNE(SH:603693) Zheng Quan Shi Bao Wang·2025-06-06 05:03Core Insights - Jiangsu Province has become the first region in the Yangtze River Delta to exceed 100 million kilowatts in installed renewable energy capacity, reaching 109 million kilowatts by the end of May [1] - The growth of renewable energy in Jiangsu is characterized by significant increases in both wind and solar power, with solar power accounting for 82.26 million kilowatts and wind power reaching 23.37 million kilowatts [1] - The share of renewable energy in Jiangsu's total power generation capacity has risen to 48%, with an annual growth rate exceeding 30% compared to the beginning of the 14th Five-Year Plan [1] Group 1 - As of May 2023, Jiangsu's installed solar power capacity reached 82.26 million kilowatts, with distributed solar power making up 58 million kilowatts, marking it as the dominant source [1] - Offshore wind power in Jiangsu has an installed capacity of 11.83 million kilowatts, ranking second among all provinces in China [1] - The rapid increase in renewable energy capacity is evident, with Jiangsu surpassing 50 million kilowatts in December 2022 and reaching 100 million kilowatts in less than three months [1] Group 2 - In the first five months of 2023, Jiangsu's renewable energy generation reached 66.514 billion kilowatt-hours, contributing to over 30% of the total electricity consumption in the province [2] - The Chinese National Energy Administration projects that by the end of 2024, the total installed capacity of renewable energy in China will reach 1.45 billion kilowatts, surpassing that of thermal power for the first time [2] - The overall installed power generation capacity in China is expected to reach approximately 3.35 billion kilowatts by the end of 2024, with solar power capacity growing by 45.2% year-on-year [2]