新能源发电保持高速增长

Core Insights - The report from the State Grid Energy Research Institute indicates that by the end of 2024, China's cumulative installed capacity of renewable energy will reach 1.41 billion kilowatts, a year-on-year increase of 33.9%, surpassing coal power to become the largest power source in the system [1] - Renewable energy generation capacity continues to grow rapidly, with wind power installed capacity at 520 million kilowatts and solar power at 890 million kilowatts, maintaining the world's leading position for 15 and 10 consecutive years respectively [1] - The share of renewable energy in total power generation has exceeded 18%, contributing over 60% to the growth in total power generation in 2024 [1] Installed Capacity and Generation - By the end of 2024, the newly added installed capacity of renewable energy will be 360 million kilowatts, accounting for 83% of the total new installed capacity in the country [1] - The total renewable energy generation in 2024 is projected to be 1.84 trillion kilowatt-hours, representing a 25% year-on-year increase [1] - Renewable energy utilization remains high, maintaining over 95% for seven consecutive years, supported by improvements in the power system and market [1] Grid Infrastructure and Market Adaptation - To enhance the optimization of renewable energy resources, China has strengthened the construction of grid integration and transmission projects, with 42 ultra-high voltage transmission channels completed by the end of 2024 [2] - The balancing and regulation capabilities of the power system have improved, with a focus on deep peak regulation of thermal power and enhanced energy storage utilization [2] - The construction of a unified national electricity market is accelerating, with market transactions for renewable energy reaching 956.9 billion kilowatt-hours in 2024, accounting for 52.3% of renewable energy generation [3] Future Growth Projections - The report anticipates that the scale of renewable energy development will continue to grow rapidly, with annual new installed capacity expected to reach between 430 million and 500 million kilowatts this year [4] - During the 14th Five-Year Plan period, renewable energy is projected to maintain an average annual growth of 300 million kilowatts [4] - By 2030, the installed capacity of renewable energy is expected to exceed 3 billion kilowatts, effectively doubling the current scale [4]