坚持电力先行 为能源强国建设和 “十五五”良好开局提供有力支撑

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session outlines a grand blueprint for economic and social development over the next five years, emphasizing the construction of an energy powerhouse, with a focus on high-quality development in the electricity sector as a key support for this initiative [1] Group 1: Electricity Industry Development - Since the 14th Five-Year Plan, China's electricity industry has maintained healthy and rapid growth, with total installed capacity expected to reach 3.89 billion kilowatts by the end of 2025, and renewable energy capacity exceeding 1.8 billion kilowatts, surpassing thermal power for the first time [2] - The average annual electricity consumption growth rate is projected at 6.6%, supporting a 5.4% growth in the national economy, with total electricity consumption expected to exceed 10 trillion kilowatt-hours by 2025 [2] - The share of non-fossil energy consumption is expected to exceed 20% by 2025, with renewable energy generation accounting for 22.2% of total electricity consumption, up from 9.7% [2] Group 2: New Power System Construction - The construction of a new power system is underway, with significant advancements in various technologies, including nuclear power and coal power upgrades, and the establishment of a unified national electricity market [3] - By mid-century, the electrification rate is expected to exceed 60%, with non-fossil energy consumption surpassing 70%, positioning electricity as the dominant energy carrier [3] - The new power system will be a critical support for the energy powerhouse, emphasizing the need for high-quality development and the integration of renewable energy sources [4] Group 3: Strategic Goals and Implementation - The 15th Five-Year Plan period is crucial for achieving carbon peak goals by 2030 and accelerating the construction of a new power system, focusing on high-quality development and safety [4] - The electricity sector aims to establish a green and low-carbon power supply structure, promoting diverse energy sources and optimizing energy consumption [4] - Key projects and policies will be prioritized, including the construction of high-capacity transmission projects and the implementation of major reforms to ensure stable electricity supply [7][8]