中电联：预计2026年全社会用电量同比增长5%-6%

Core Insights - The China Electricity Council released a report predicting a 5%-6% year-on-year growth in national electricity consumption by 2026 [1] - By the end of 2026, installed solar power capacity is expected to surpass coal power capacity for the first time, with wind and solar combined accounting for half of the total installed capacity [1] Group 1: Electricity Supply Forecast - The report anticipates that over 400 million kilowatts of new power generation capacity will be added in 2026, with over 300 million kilowatts coming from renewable energy sources [1] - The total installed power generation capacity is projected to reach approximately 4.3 billion kilowatts by the end of 2026, with non-fossil energy sources accounting for 2.7 billion kilowatts, representing about 63% of the total capacity [1] - The share of coal power in total installed capacity is expected to decrease to around 31% by 2026 [1] Group 2: Electricity Supply and Demand Balance - The report indicates that the overall electricity supply and demand will be balanced in 2026, although there may be tight supply during peak periods in certain regions [2] - During summer, regions such as Southwest, Central China, and East China may experience tighter supply-demand balance, while winter will see a generally balanced situation across the country [2] - In case of extreme weather or tight primary energy supply, localized supply-demand imbalances can be addressed through inter-provincial and inter-regional cooperation [2]