15.3亿千万！我国风电光伏装机历史性超越火电

Core Viewpoint - As of the end of April this year, China's renewable energy installed capacity reached 2.017 billion kilowatts, a year-on-year increase of 58%, with wind and solar combined capacity exceeding thermal power for the first time, marking a significant step towards a cleaner and low-carbon energy structure [1][3][7]. Group 1: Renewable Energy Growth - The combined installed capacity of wind and solar power reached 1.53 billion kilowatts, surpassing thermal power capacity, which was 1.245 billion kilowatts at the end of the 13th Five-Year Plan [3][7]. - Since 2021, the installed capacity of wind and solar power has maintained double-digit growth, with solar capacity growth exceeding 40% year-on-year since July 2023, and wind capacity growth above 15% since September 2023 [7][11]. - In 2024, China's new renewable energy installed capacity is expected to reach 373 million kilowatts, accounting for approximately 86% of total new power installations [7][12]. Group 2: Economic Benefits - The cost of solar power generation is less than 0.2 yuan per kilowatt-hour, while the average cost of thermal power generation exceeds 0.3 yuan per kilowatt-hour, indicating significant economic advantages for renewable energy [3][4]. - Reducing the share of thermal power not only contributes to a greener energy mix but also decreases dependence on imported coal and speeds up the consumption of domestic resources [3][4]. Group 3: Challenges in Energy Transition - The installed capacity does not equate to actual generation capacity, as wind and solar power are subject to weather conditions, leading to intermittent and variable output [8][10]. - The current grid infrastructure and market mechanisms face challenges in accommodating the growing share of renewable energy, resulting in issues like curtailment of wind and solar power [10][13]. - The rapid growth in installed capacity may not be sustainable, and there is a risk of overcapacity in the manufacturing sector for wind and solar equipment, necessitating effective government guidance [13]. Group 4: Future Outlook - By 2024, renewable energy generation is projected to reach 3.47 trillion kilowatt-hours, accounting for 35% of total electricity generation, with wind and solar contributing 22.5% of total electricity consumption in the first quarter of this year [12]. - The government aims to enhance the grid's adjustment capabilities and market mechanisms to ensure that by 2027, the utilization rate of new energy will not be less than 90% [12].