国网“十五五”投资4万亿元 风光装机年均增2亿千瓦

Core Insights - The State Grid announced a fixed asset investment of 4 trillion yuan during the "14th Five-Year Plan" period (2026-2030), representing a 40% increase compared to the "13th Five-Year Plan" period, primarily aimed at building a new power system [1][3] Investment Focus - The investment will focus on creating a new grid platform that integrates main and distribution networks, reinforcing the energy transmission pattern of "West-to-East Power Transmission and North-to-South Supply" [3] - Specific measures include accelerating the construction of ultra-high voltage direct current transmission channels, with a target to increase cross-regional and cross-provincial transmission capacity by over 30% compared to the end of the "13th Five-Year Plan" [3] Energy Transition Goals - The State Grid plans to add approximately 20 million kilowatts of wind and solar energy capacity annually during the "14th Five-Year Plan" period, aiming for non-fossil energy consumption to reach 25% and electricity's share of final energy consumption to rise to 35% [3] - The company will enhance system regulation capabilities, optimize the layout of pumped storage power stations, support large-scale development of new energy storage, and meet the future demand for 35 million charging facilities [3] Cost Management and Efficiency - To ensure investment effectiveness, the State Grid will strictly control construction costs, optimize resource allocation during operations, and focus on quality improvement and efficiency in investment decisions [3]