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西部,风光电大崛起
3 6 Ke·2025-08-06 23:40

Core Insights - China has transformed from a laggard in wind and solar energy in 2000 to a global leader, with significant advancements in installed capacity and technology [1][15][39] - The western region of China is identified as the main battleground for clean energy development, particularly wind and solar power, supported by government policies and resource advantages [1][2][18] Group 1: Development Plans and Capacity - The Chinese government plans to achieve over 1.2 billion kilowatts of wind and solar power capacity by 2030, equivalent to 50 Three Gorges dams [1] - During the 14th Five-Year Plan, nine clean energy bases will be established, with seven located in the western region, focusing on integrated wind, solar, and storage solutions [2][4] - As of mid-2024, China's total installed capacity for solar and wind energy reached 1.18 billion kilowatts, surpassing coal power for the first time [15][18] Group 2: Regional Highlights - Inner Mongolia leads in renewable energy capacity with over 135 million kilowatts, while Xinjiang and Gansu also show significant growth in installed capacity [18][19] - The first batch of 50 "Desert, Gobi, and Wilderness" wind and solar projects has been announced, with 39 located in the western region, accounting for 78% of the total [19][20] Group 3: Infrastructure and Technology - The "Three Exchanges and Nine Directs" plan includes 12 high-voltage transmission lines, with nine originating from the western region to enhance the transport capacity of green electricity [21][22] - The domestic manufacturing of wind and solar equipment has significantly increased, with over 95% of large wind turbines and over 90% of solar equipment now produced in China [28][29] Group 4: Key Players and Innovations - Private enterprises like Trina Solar and Goldwind have played crucial roles in advancing technology and supporting large-scale wind and solar projects in the west [29][32] - Trina Solar leads in global patents for perovskite solar cells, indicating a strong position in next-generation solar technology [30][31] - Goldwind has become a leader in the wind energy sector, with a market share of 22% in domestic installations and 15.9% globally [33]