近两千亿！电力企业科创投入再增加

Core Insights - The report indicates that China's major power companies will have an average R&D expenditure intensity of 2.82% in 2024, surpassing the national average of 2.68%, highlighting the acceleration of energy and power transformation driven by technological innovation [1] Group 1: R&D Investment - In 2024, major power companies are expected to invest 198.32 billion yuan in technological innovation, representing a 9.16% increase from the previous year [1] - Among the investments, power generation companies will contribute the most at 104.23 billion yuan, while grid and construction companies will invest 51.28 billion yuan and 42.81 billion yuan, respectively [1] Group 2: Talent Development - The number of research personnel in major power companies is projected to reach 237,100 in 2024, with the proportion of master's and doctoral degree holders continuing to rise [1] - The percentage of doctoral degree holders increased from 2.95% in 2020 to 4.45% in 2024, indicating an ongoing optimization of the talent structure [1] Group 3: Achievements in Innovation - The power industry received four gold and six silver awards at the 25th Patent Awards in 2024, and from 2017 to 2024, it accumulated 91 national science and technology awards [2] - The number of patents authorized in the power sector reached 35,400 in 2024, marking a 13.5% year-on-year increase [2] Group 4: Technological Breakthroughs - The report highlights significant advancements in various energy sectors, including the transition of thermal power to high-efficiency, flexible, and low-carbon technologies, with breakthroughs in key technologies such as ultra-supercritical circulating fluidized bed boilers and large-scale carbon capture [3] - Hydropower and pumped storage continue to lead, with successful development of high-end equipment like 500 MW impact units and 700-meter high-stability pumped storage units [3] - Wind power is trending towards larger and smarter units, with a 26 MW offshore wind turbine leading globally, while photovoltaic cell conversion efficiency has repeatedly set world records [3] - The deployment of advanced nuclear technologies such as "Hualong One" and "Guohe One" is progressing steadily, positioning China at the forefront of advanced nuclear energy technology [3] - The power grid has achieved significant results in ultra-high voltage and artificial intelligence, establishing a solid foundation for a new power system [3] - New energy storage technologies are rapidly iterating and moving towards large-scale applications, with innovations in long-duration storage and solid-state batteries [3]