供应更足 韧性更强（锐财经）

Core Insights - During the "14th Five-Year Plan" period, China has established the world's largest and fastest-growing renewable energy system, with the share of renewable energy generation capacity increasing from 40% to approximately 60% [2] Group 1: Energy Supply and Self-Sufficiency - China's energy self-sufficiency rate has remained above 80% throughout the "14th Five-Year Plan" period, demonstrating strong domestic energy production capabilities [3] - In July, China's monthly electricity consumption exceeded 1 trillion kilowatt-hours for the first time, equivalent to Japan's total annual consumption [3] - Over 90% of the increase in energy consumption has been met by domestic production, with renewable energy contributing significantly [3] Group 2: Energy Investment Growth - Energy industrial investment has shown a robust annual growth rate exceeding 16%, with total investments surpassing 4 trillion yuan, 5 trillion yuan, and 6 trillion yuan in consecutive years [5] - The energy sector's investment accounted for nearly 10% of total fixed asset investment in society, with significant contributions from the electricity and heat production sectors, which saw investment growth rates exceeding 20% [5] Group 3: Renewable Energy Development - China's renewable energy capacity has rapidly increased, with total installed capacity for wind and solar power rising from 530 million kilowatts in 2020 to 1.68 billion kilowatts by July 2023, reflecting an annual growth rate of 28% [7] - The share of wind and solar power generation in total electricity consumption has increased from 9.7% in 2020 to 18.6% in 2024, with wind and solar generation accounting for nearly 25% of total electricity consumption in the first half of this year [7] - China continues to lead globally in wind and solar power installations, with 2024 projections indicating that its combined capacity will account for 47% of the world's total [8]