广东能源转型加速：清洁能源占比近48% 布局“零碳细胞”

Core Insights - The National Energy Administration of China projects that by 2025, the total electricity consumption in China will reach 10.4 trillion kilowatt-hours, marking a 5% year-on-year increase, with Guangdong province leading at 958.973 billion kilowatt-hours, a 4.93% increase [1] - Guangdong's clean energy share in the power grid is expected to approach 48% by 2025, reflecting a significant shift in the energy structure towards renewable sources [1] - The province's energy transition is accelerating, with a notable decrease in coal-fired power generation from approximately 75.69% in late 2021 to 71.03% by late 2025, while the shares of hydropower, wind, and solar energy have increased significantly [1][4] Energy Structure Transformation - Guangdong's total power generation reached 646.83 billion kilowatt-hours from January to November 2025, with coal, hydropower, wind, nuclear, and solar power contributions being 459.45 billion, 20.56 billion, 34.2 billion, 115.6 billion, and 17.014 billion kilowatt-hours respectively [4] - Wind power generation has doubled from 11.41 billion kilowatt-hours in 2021 to 34.2 billion by late 2025, while solar power surged from 4.703 billion to 17.014 billion kilowatt-hours [4] - The share of non-fossil energy consumption in Guangdong is projected to reach 28.7% by 2024, with electricity accounting for 39% of total energy consumption, exceeding national averages by approximately 9 and 10 percentage points respectively [6] Clean Energy Projects - Guangdong has launched several clean energy projects, with wind and solar energy surpassing coal as the largest installed capacity source since April 2025 [5] - The National Energy Investment Corporation has commissioned three offshore wind projects in Guangdong, with a total installed capacity exceeding 900,000 kilowatts and a total investment of 18.8 billion yuan [5] - By June 2025, the total installed capacity of renewable energy in Guangdong exceeded 78.5 million kilowatts, accounting for nearly 33% of the province's total installed capacity [5] Zero Carbon Park Initiatives - Guangdong is initiating the "Zero Carbon Park Construction Plan," aiming to establish around 25 zero-carbon parks by 2027 to accelerate the green transition of energy consumption structures [1][8] - The first batch of national-level zero-carbon parks includes the Zhanjiang Lingang Economic Zone, which aims to leverage local renewable energy resources for sustainable development [2][9] - The plan encourages the development of renewable energy, energy storage, and the use of alternative fuels, with a focus on integrating various energy sources to enhance sustainability [8][10]