新能源发电保持高速增长 超越煤电成为系统第一大电源

Core Insights - China's cumulative installed capacity of renewable energy is expected to reach 1.41 billion kilowatts by the end of 2024, marking a year-on-year growth of 33.9%, surpassing coal power to become the largest power source in the system [1] - The installed capacity of wind power is projected to be 520 million kilowatts, while solar power capacity is expected to reach 890 million kilowatts, maintaining the world's leading positions for 15 and 10 consecutive years respectively [1] - Renewable energy generation is anticipated to contribute over 60% to the total power generation growth in 2024, with a total generation of 1.84 trillion kilowatt-hours, reflecting a year-on-year increase of 25% [1] Group 1: Installed Capacity and Growth - By the end of 2024, renewable energy's share of total installed capacity in China will reach 42%, with new installed capacity accounting for 83% of the total new power generation capacity [1] - The new installed capacity of renewable energy is expected to be 360 million kilowatts, which is 1.2 times that of 2023 [1] - The utilization rate of renewable energy has remained above 95% for seven consecutive years, supported by improvements in the power system and market [1] Group 2: Grid and Market Developments - China has built 42 ultra-high voltage transmission channels to enhance the capacity for renewable energy consumption, contributing to the energy transition and sustainable development [2] - The balancing and regulation capabilities of the power system are continuously improving, with a focus on deep peak regulation of thermal power and enhanced energy storage utilization [2] - The national unified electricity market is being accelerated, with market mechanisms being refined to support the consumption of renewable energy across provinces [3] Group 3: Future Projections - The scale of renewable energy development is expected to maintain a high growth trajectory, with annual new installed capacity projected to be between 430 million and 500 million kilowatts in the current year [4] - During the 14th Five-Year Plan period, renewable energy is expected to maintain an average annual growth of 300 million kilowatts [4] - By 2030, the installed capacity of renewable energy is anticipated to exceed 3 billion kilowatts, effectively doubling the current scale [4]