我国能源高质量发展为经济回升向好“护航”

Core Insights - The energy sector in China is experiencing a robust development, contributing positively to the economic recovery in the first half of the year, with significant advancements in energy supply and structure optimization [1] Energy Supply and Demand - In the first half of the year, China's total electricity consumption growth stabilized, with April and May showing increases of 4.7% and 4.4% respectively, and June seeing a year-on-year growth of 5.4% [2] - The peak electricity load reached historical highs in July, surpassing 1.5 billion kilowatts, with the highest load recorded at 1.508 billion kilowatts, an increase of 0.57 billion kilowatts compared to the previous year [2] Infrastructure Investment - Investment in key energy projects exceeded 1.5 trillion yuan, marking a year-on-year growth of 21.6%, with all regions showing over 20% growth [3] - Significant investments were made in coal and nuclear power, with multiple key projects completed to ensure electricity supply during peak summer demand [3] Renewable Energy Development - Renewable energy saw a remarkable increase, with 26.8 million kilowatts of new capacity added in the first half, a 99.3% year-on-year increase, accounting for 91.5% of new installations [4] - By the end of June, total renewable energy capacity reached 2.159 billion kilowatts, a 30.6% increase year-on-year, representing 59.2% of the total installed capacity in China [4] Investment Trends in New Energy - Investment in renewable energy projects, particularly wind and solar, has surged, with significant increases in both onshore and offshore wind investments, and concentrated solar power investments nearly doubling [5] - The investment in hydrogen energy projects also saw a doubling, with substantial growth in charging infrastructure investments [5] Policy and Market Reforms - The introduction of market-oriented pricing for renewable energy has catalyzed new developments in the sector, with green certificate issuance and trading seeing significant growth [6][7] - The issuance of 1.371 billion green certificates in the first half of the year, with a trading volume of 348 million certificates, reflects a 149% year-on-year increase [6] - The establishment of a unified national electricity market framework is underway, enhancing the operational efficiency of the energy sector [7] Private Sector Engagement - The private sector's investment in the energy field has grown rapidly, with a year-on-year increase of 27.8% in investments from private enterprises, particularly in distributed solar and onshore wind projects [7]