英利、天合、明阳、金风负责人这样解读“十五五”

Core Viewpoint - The Fourth Plenary Session of the 20th Central Committee of the Communist Party of China emphasized the importance of high-quality development and the establishment of a new energy system to support China's modernization efforts, aiming for significant advancements in economic strength, technological independence, and overall national power by 2035 [1][2]. Economic and Social Development Goals - The main goals for the 15th Five-Year Plan period include achieving significant results in high-quality development, enhancing technological self-reliance, deepening reforms, improving social civilization, and increasing the quality of life for citizens [1]. Energy Sector Achievements - Since the beginning of the 14th Five-Year Plan, China's energy sector has made remarkable progress, ensuring energy security for over 1.4 billion people, with national electricity generation expected to exceed 10 trillion kilowatt-hours in 2024, accounting for one-third of global production [4][5]. Renewable Energy Growth - China has built the world's largest and fastest-growing renewable energy system, with the share of renewable energy generation capacity increasing from 40% to approximately 60%. Wind and solar power installations have seen unprecedented growth, with annual additions surpassing 100 million and 200 million kilowatts respectively [4][5]. New Energy System Construction - The focus has shifted from planning to implementation in the construction of a new energy system, emphasizing the need for a comprehensive approach that includes enhancing system capabilities and ensuring safe, adjustable, and sustainable energy operations [5][6]. Carbon Neutrality Goals - The energy sector is pivotal in achieving carbon peak and carbon neutrality goals, with renewable energy contributing significantly to new electricity installations and non-fossil energy consumption increasing by about 1 percentage point annually [8][9]. Future Industry Development - The 15th Five-Year Plan aims to foster emerging industries such as new energy, new materials, and aerospace, potentially creating several trillion-yuan markets and driving economic growth through advanced technologies [11]. Innovation and Technology - The energy sector has seen a surge in technological innovation, with over 40% of global renewable energy patents originating from China. Key projects like the Baihetan Hydropower Station and advanced nuclear technologies showcase China's capabilities in energy technology [10][11]. Market Dynamics - As renewable energy enters the market, the focus is shifting from reducing levelized cost of electricity (LCOE) to maximizing electricity value (LCOV), indicating a strategic pivot towards enhancing product competitiveness and grid support capabilities [12][13].