从“用得上”迈向“用得好” 能源消费全面“逐绿前行”

Group 1: Energy Transition Achievements - During the "14th Five-Year Plan" period, China's installed power generation capacity reached one-third of the global total, and one-third of electricity consumed is green electricity [1][2] - The share of renewable energy generation capacity in China's energy structure increased from 40% to approximately 60% [2] - In July, China's monthly electricity consumption exceeded 1 trillion kilowatt-hours for the first time, setting a global record [2] Group 2: Economic Growth and Energy Demand - The rapid increase in electricity consumption over the past five years is a result of economic transformation and industrial upgrading, with high-energy-consuming sectors like semiconductors and new energy vehicles driving demand [2] - The growth in electricity consumption is also fueled by the expansion of digital economy infrastructure, including data centers and 5G base stations [2] Group 3: Company Performance - Tianjin Zhonglv Electric Investment Co., Ltd. reported a more than tenfold increase in its operational installed capacity since 2022, exceeding 32 million kilowatts [3] - The company's revenue for the first half of the year was 2.333 billion yuan, a year-on-year increase of 29.30%, while net profit grew by 33.06% to 618 million yuan [3] - As of the end of August, the company recovered 1.667 billion yuan in electricity price subsidies, achieving 211% of its target for the entire year of 2024 [3] Group 4: Cost Reduction and Efficiency Improvement - The economic viability and reliability of clean electricity have significantly improved, with the cost of wind and solar power generation decreasing by 60% and 80% respectively over the past decade [4] - The cost of onshore wind power has dropped to 0.1-0.15 yuan per kilowatt-hour, while offshore wind power averages 0.33 yuan per kilowatt-hour [4] - The company is exploring cost reduction through technological innovation, scale effects, and smart operations to enhance energy storage capabilities [5] Group 5: Future Energy Landscape - The share of electricity in China's final energy consumption has reached approximately 30%, significantly higher than the global average [7] - The future electricity structure is expected to show characteristics of "stock optimization and incremental differentiation," with high-energy-consuming industries slowing down while new technology-intensive sectors maintain robust demand [7] - China's wind turbine exports are expected to accelerate, with a cumulative export capacity of 20,787.8 MW by the end of 2024, serving a growing global market [8]