中国四地光伏利用率跌破90%

Core Insights - The overall utilization rate of wind and solar power in China remained above 94% in 2025, but for the first time during the "14th Five-Year Plan," it fell below 95% for the entire year, with wind utilization at 94.3% and solar utilization at 94.8% [2][3] - The provinces of Qinghai, Tibet, Xinjiang, and Gansu saw solar utilization rates drop below 90%, with Tibet having the lowest at 64.9%, while wind utilization in Tibet was also the lowest at 68.6% [2] - The rapid growth in installed capacity of wind and solar power is leading to increased pressure on the power system to absorb this energy, with significant seasonal and temporal variations in energy generation [3][4] Installed Capacity and Market Trends - In 2025, China's wind and solar power installations exceeded 430 million kilowatts, with total installed capacity surpassing 1.8 billion kilowatts, a 2.4-fold increase from the end of the "13th Five-Year Plan" [3] - The proportion of renewable energy in total installed capacity rose from 25.7% at the end of 2020 to 48.5% by the end of 2025 [3] - The China Photovoltaic Industry Association forecasts a year-on-year decline of 23.8% to 42.9% in new solar installations for 2026, attributed to challenges in energy absorption [4] Challenges and Recommendations - The phenomenon of "curtailment" of renewable energy is becoming more common, driven by the uneven distribution of energy generation and the homogeneity of power sources [3][5] - Experts suggest that addressing the challenges of energy absorption requires innovative approaches, including the development of new business models and integration of renewable energy into various applications [4] - The industry is advised to focus on market strategies, enhancing absorption capabilities, and diversifying market participation to improve competitiveness and ensure revenue stability [5]