Core Insights - The State Grid Corporation of China plans to invest 4 trillion yuan during the 14th Five-Year Plan period, representing a 40% increase compared to the previous plan [1][3]. Investment Focus - The investment will primarily focus on green transformation, aiming to add approximately 20 million kilowatts of wind and solar energy capacity annually within its operating areas [3]. - The goal is to increase the share of non-fossil energy consumption to 25% and the proportion of electricity in final energy consumption to 35%, contributing to the establishment of a new energy system [3]. Technological Advancements - The State Grid aims to enhance its technological capabilities, establishing a globally influential source of original technology in the energy and power sector [4]. - Key core technologies for the new power system will be developed to achieve full autonomy and control [4]. - The company has successfully developed critical technologies such as large-scale electromagnetic transient simulation and comprehensive collaborative safety defense [4]. Development Strategy - The focus of grid development is shifting from "scale expansion" to "quality improvement," emphasizing the integration of renewable energy transmission and the enhancement of distribution networks [6]. - The strategy includes strengthening the main transmission lines and distribution networks while leveraging digital technologies for better operational efficiency [6].
稳增长促转型 国家电网披露四万亿元投资方向
Sou Hu Cai Jing·2026-02-02 15:22