“十五五”国家电网投资预计达4万亿元，创历史新高

Core Insights - The State Grid Corporation of China is expected to invest 4 trillion yuan in fixed assets during the 14th Five-Year Plan period, marking a historical high and a 40% increase compared to the previous plan [1] Investment Focus - Investments will primarily focus on promoting green and low-carbon energy transition, constructing a new power system, and deepening technological innovation [1] - The company aims to add approximately 20 million kilowatts of wind and solar energy capacity annually in its service areas [1] Energy Consumption Goals - The goal is to increase the proportion of non-fossil energy consumption to 25% and the share of electricity in terminal energy consumption to 35% [1] - The company plans to enhance system regulation capabilities and optimize the layout of pumped storage stations to support large-scale development of new energy storage [1] Infrastructure Development - A new grid platform will be established, integrating main grids, distribution networks, and smart microgrids [1] - The "West-to-East Power Transmission" and "North-to-South Power Supply" networks will be further consolidated, with a more than 30% increase in cross-regional and cross-provincial transmission capacity by the end of the 14th Five-Year Plan [1] Technological Advancements - The company will strengthen key core technology research and promote the realization of a fully autonomous and controllable supply chain for the new power system [2]