Group 1 - China has achieved its 2020 wind and solar installation target six years ahead of schedule, with a new goal set to reach 3.6 billion kilowatts by 2035, which is six times the 2020 target [1][2] - The renewable energy sector has seen significant market performance, with solar equipment and energy storage indices showing positive growth, indicating investor confidence in the sector [1] - The total installed capacity of renewable energy in China reached 2.68 million kilowatts in the first half of this year, accounting for 91.5% of new installations, and the total capacity reached 2.159 billion kilowatts, representing a year-on-year growth of 30.6% [3] Group 2 - The new installation targets for wind and solar energy are seen as a strategic arrangement for optimizing China's energy structure and contributing positively to global climate governance [2] - The demand for energy in various sectors such as industry, construction, and transportation is expected to continue growing, driven by the electrification trend and the rapid adoption of digital technologies [2] - Renewable energy is projected to maintain its dominant position in new installations, constituting nearly 60% of the total installed capacity in the country [3]
6倍以上、36亿千瓦,我国更新风光装机目标!相关板块股价上涨