报告称，“新能源入市”“煤电改造升级”等入选2026年中国发电企业发展关键词

Core Insights - The report identifies key development themes for Chinese power generation companies in 2026, including energy security, integration of new energy sources, coal power upgrades, and the application of "Artificial Intelligence+" [1] Group 1: Development Trends - Chinese power generation companies will enhance their electricity security capabilities and promote a multi-energy approach, including wind, solar, hydro, and nuclear power, to solidify a clean electricity supply base [1] - The report emphasizes the need to improve the green development capacity of the electricity sector and increase the system's adjustment capabilities to support an annual addition of over 200 million kilowatts of new energy [1] - The report aims to establish a world-class enterprise by setting 18 benchmarking indicators across dimensions such as product excellence and innovation leadership, analyzing 24 representative energy companies [1] Group 2: Comparative Analysis - By the end of 2024, domestic benchmark companies will have a power generation capacity of 1.86 billion kilowatts, which is 2.3 times that of foreign benchmark companies [2] - The proportion of non-fossil energy installed capacity in domestic benchmark companies has increased by 3.8 percentage points to 54.3%, surpassing foreign counterparts by 1.8 percentage points [2] - Profit levels and cash flows for both domestic and foreign benchmark companies have shown positive trends [2]