新能源供给比重持续提升 绿色转型成果显著

Core Viewpoint - The Chinese energy sector has shown resilience and progress in 2023, with a focus on stable supply, expansion of renewable energy capacity, and advancements in energy technology, contributing to high-quality economic development amidst global supply chain challenges [1] Group 1: Supply Assurance - The electricity load in China reached new highs during the summer, with total electricity consumption exceeding 1 trillion kilowatt-hours in July and August, marking a historical milestone [2] - The total installed power generation capacity is expected to exceed 3.8 billion kilowatts, a year-on-year increase of 14%, with total electricity consumption surpassing 10 trillion kilowatt-hours [2] - The coal production is projected to exceed 4.8 billion tons, maintaining a reasonable supply margin, while oil and gas production is set to reach historical highs by 2025 [2][3] Group 2: Green Transition Achievements - As of September 2023, the total installed capacity of renewable energy reached 2.198 billion kilowatts, a year-on-year increase of 27.2%, accounting for 59.1% of the total power generation capacity [4] - The Dashi Gorge Hydropower Project, a significant water conservancy project, is expected to generate over 1.8 billion kilowatt-hours of clean electricity annually, meeting the needs of 650,000 households [4] - The government aims to achieve a total installed capacity of wind and solar power reaching six times the 2020 level by 2035, requiring an annual addition of approximately 200 million kilowatts over the next decade [5][6] Group 3: Winter Peak Preparation - The energy supply for winter is a top priority, with significant investments in power grid infrastructure to ensure reliable electricity and heating supply [7] - The average daily coal production has remained above 12 million tons since October, indicating a solid foundation for coal supply during the winter peak [8] - Natural gas supply is stable, with continuous production increases and enhanced storage capabilities, ensuring adequate supply during peak demand [8]