绿电将从"配角"变"主角"

Core Viewpoint - In the next five years, China's new electricity demand will primarily be met by renewable energy sources such as wind and solar power, transitioning green energy from a "supporting role" to a "leading role" in the energy structure [1][5]. Group 1: Current State of Green Energy in China - As of July 2023, one-third of China's electricity consumption is derived from green energy, marking a significant advancement in the country's energy development [2]. - By the end of July 2023, China's installed capacity for wind and solar power reached 1.68 billion kilowatts, nearly doubling from 530 million kilowatts in 2020, with an annual growth rate of 28% [2]. - China has established the world's largest and fastest-growing renewable energy system, contributing 60% of the global increase in renewable energy generation capacity in 2024 [2]. Group 2: Factors Driving Rapid Development of Green Energy - The cost of green energy, particularly solar power, has become more competitive, with the average cost of solar power generation decreasing by 80% over the past decade [3]. - As of September 2023, China's new energy storage capacity exceeded 100 million kilowatts, growing over 30 times since the end of the 13th Five-Year Plan, accounting for over 40% of the global total [3]. - Policy initiatives, including the optimization of renewable energy consumption responsibilities and the establishment of a green certificate system, have further stimulated the development of green energy [3]. Group 3: Impact of Green Energy on Consumption and Environment - The rapid growth of new energy vehicles (NEVs) has significantly boosted the green energy market, with NEV sales exceeding 11 million units in the first three quarters of 2023, representing 46.1% of total new car sales [4]. - The shift towards green energy has enhanced China's energy security, with non-fossil energy consumption increasing by 1 percentage point annually during the 14th Five-Year Plan period [5]. - The widespread application of green energy has contributed to a significant reduction in greenhouse gas emissions, with China's wind and solar product exports helping to reduce carbon emissions by approximately 4.1 billion tons globally [5].