电力竞争将决定未来格局！中国将成为人类史上首个“电力帝国”

Core Viewpoint - China is accelerating the development of renewable energy projects such as wind and solar power, aiming to transform into a global electricity "empire" while ensuring energy security and enhancing industrial competitiveness [1][29]. Group 1: Energy Demand and Infrastructure Development - China's electricity demand has steadily increased over the past decades, driven by the rise of manufacturing and high-tech industries, making electricity supply a strategic issue for national development [3]. - The construction scale of various power plants in China is expanding annually, transitioning from traditional coal and nuclear power to renewable energy sources like wind and solar, with infrastructure development progressing at an extraordinary pace [3]. Group 2: Energy Security Challenges - China's energy issues have long been a "pain point" in national strategy, with a high dependency on foreign oil and gas, reaching 70% for oil, making the country vulnerable to global energy market fluctuations [5]. - The outbreak of the Russia-Ukraine conflict in 2022 led to soaring international oil prices, increasing domestic logistics costs and affecting consumer prices [5]. Group 3: Government Initiatives and Renewable Energy Investment - The "bottleneck" situation has prompted the Chinese government to reflect deeply on energy security and increase investments in renewable energy, which is not reliant on geographical or political changes [7]. - The government has set strategic goals for developing renewable energy over a decade ago, indicating a long-term commitment to this sector [7]. Group 4: Technological Advancements and Market Position - Continuous technological advancements have led to decreasing costs and increasing efficiency of renewable energy sources, allowing them to gradually replace portions of traditional energy [9]. - By 2024, China's photovoltaic power generation is expected to meet local demand and enable power transmission to other regions through ultra-high voltage transmission networks, showcasing the strength of China's electricity network [9]. Group 5: Industry Leadership and Competitive Advantages - China holds a leading position in the global renewable energy sector due to its core technologies in power generation equipment, grid systems, transmission technology, and energy storage systems [11]. - In the photovoltaic sector, China's market share reached 60% in 2024, indicating a significant competitive edge [12]. - The complete supply chain from raw materials to final photovoltaic components allows China to lower costs and enhance product competitiveness [14]. Group 6: Grid System and Transmission Technology - China's grid system is crucial for stable electricity supply, with extensive coverage and strong dispatch capabilities, enabling cross-province and cross-region power allocation [16]. - The ultra-high voltage transmission technology allows for long-distance power transmission with minimal losses, exemplified by the Jinping-Su Nan project, which transmits 30 billion kWh annually over 2000 kilometers [18]. Group 7: Energy Storage Solutions - The rapid development of energy storage technology addresses the challenge of balancing electricity supply and demand, particularly the issue of "more electricity during the day, less at night" [20]. - By 2024, China's battery production is expected to account for 70% of the global market, with costs having decreased by 60% over the past five years [21]. Group 8: Global Energy Competition and Future Outlook - The rise of renewable energy technologies positions the electricity industry as a competition not only for resources but also for manufacturing capabilities and overall supply chain strength [23]. - China's unmatched infrastructure capabilities and efficient policy support enable it to construct high-efficiency ultra-high voltage transmission projects in a fraction of the time compared to other countries [25]. - As energy storage technology advances, the stability of electricity supply is better ensured, allowing China to maintain a competitive edge in the global energy market [27]. - By actively promoting renewable energy development and infrastructure construction, China is laying a solid foundation for its future, potentially becoming the world's first "electricity empire" [29].