4万亿投资创纪录，国家电网布局新型电力系统，风光新能源装机目标年均2亿千瓦

Group 1 - The core investment plan by the State Grid for the "14th Five-Year Plan" period is projected to reach 4 trillion yuan, marking a 40% increase compared to the previous period, setting a historical high [1] - The investment aims to lead energy transition and promote high-quality development across the entire industry chain and supply chain of the new power system [1] Group 2 - The investments will focus on three key areas: enhancing the green transition of energy in operational regions, building a stronger power grid platform, and strengthening technological innovation [3] - The company targets an average annual increase of approximately 20 million kilowatts in wind and solar energy installations, aiming to raise the share of non-fossil energy consumption to 25% and the proportion of electricity in final energy consumption to 35% [3] - Funding will primarily be used to construct a new power grid platform based on the main grid and distribution networks, supplemented by smart microgrids [3] Group 3 - The company plans to accelerate the construction of ultra-high voltage direct current transmission channels, aiming to increase cross-regional and cross-provincial transmission capacity by over 30% compared to the end of the "14th Five-Year Plan" [3] - The upgrade of distribution networks is also a priority, with plans to advance the construction of distribution facilities in urban, rural, and remote areas, while exploring new models such as end-supply and off-grid microgrids [3] - The digital transformation of the power grid will be promoted simultaneously, with the implementation of an "AI+" initiative to enhance the empowerment of digital technology in the grid [3]