太阳能发电装机规模有望首超煤电

Core Viewpoint - The report predicts that by the end of 2026, the installed capacity of solar power will surpass that of coal power for the first time, with renewable energy sources expected to account for half of the total installed capacity [1] Group 1: Installed Capacity Projections - By the end of 2026, the total installed power generation capacity in China is expected to reach approximately 4.3 billion kilowatts, with non-fossil energy sources accounting for 2.7 billion kilowatts, representing about 63% of the total capacity [1] - The report anticipates that the total newly added power generation capacity in 2026 will exceed 400 million kilowatts, with new renewable energy generation capacity expected to exceed 300 million kilowatts [1] Group 2: Coal Power and Renewable Energy - The proportion of coal power in the total installed capacity is projected to decrease to around 31% by the end of 2026 [1] - The combined installed capacity of wind and solar power is expected to reach half of the total installed capacity by 2026 [1] Group 3: Supply and Demand Balance - The report forecasts a generally balanced national power supply and demand situation in 2026, although some regions may experience tight supply during peak periods [1] - During the summer peak, regions such as Southwest, Central China, and East China may face tighter power supply and demand balance, while winter periods are expected to see a basic balance across the country [1]