“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

Group 1 - The core viewpoint of the report emphasizes that in 2026, keywords for the development of Chinese power generation companies will include energy powerhouse, new energy market entry, coal power transformation and upgrading, new industrial scenarios, and "Artificial Intelligence+" [1] - The report indicates that Chinese power generation companies will enhance power security capabilities, maintain a multi-energy approach including wind, solar, water, and nuclear, and solidify the foundation for clean power supply driven by both non-fossil and traditional energy sources [1] - It highlights the goal of building world-class enterprises by setting 18 benchmarking indicators across dimensions such as product excellence and innovation leadership, analyzing 24 representative energy companies domestically and internationally to help improve the core competitiveness of Chinese power generation companies [1] Group 2 - The report states that 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, with a non-fossil energy installed capacity ratio increasing by 3.8 percentage points to 54.3%, surpassing foreign counterparts by 1.8 percentage points [2] - It notes that while domestic companies are expanding their asset scale advantage, foreign benchmark companies are experiencing a higher growth rate in non-fossil energy generation volume, leading to an increasing gap in installed capacity [2] - The profit levels and cash flows of both domestic and foreign benchmark companies are improving, indicating a positive trend in financial performance [2]