4万亿元投资发力！国家电网“十五五”锚定新型电力系统建设

Core Viewpoint - The State Grid Corporation of China plans to invest 4 trillion yuan during the "14th Five-Year Plan" period, marking a 40% increase compared to the previous plan, focusing on building a smarter and greener power grid system [1] Investment Focus - The investment aims to address challenges in renewable energy integration, ensuring efficient transmission and consumption of clean electricity across various sectors [1] - The investment will support the annual addition of approximately 20 million kilowatts of wind and solar energy capacity, increasing the share of non-fossil energy consumption to 25% [1] Green Transition - The investment strategy aligns with China's dual carbon goals, enhancing the grid's ability to transmit renewable energy from resource-rich areas to consumption centers [2] - The State Grid will improve system regulation capabilities and develop pumped storage power stations to support large-scale development of new energy storage [2] - The construction of high-voltage direct current transmission channels will be accelerated to enhance cross-regional power transmission capacity by over 30% compared to the end of the previous plan [2] Distribution Network Upgrade - The State Grid will enhance urban, rural, and remote area distribution networks, exploring microgrid models to improve power supply reliability in underserved regions [3] - Successful pilot projects have been implemented, such as the microgrid demonstration project in Fujian and an integrated charging station in Jiangsu, which significantly reduce costs and enhance service [3] Investment Efficiency - The State Grid emphasizes strict cost control during construction, optimizing resource allocation, and focusing on quality and efficiency in investment decisions to maximize the effectiveness of every yuan spent [4] - Continuous high-intensity investment will accelerate the construction of a new type of grid platform, enhancing national energy security and supporting the transition to clean energy [4]