经济日报丨累计装机规模超10亿千瓦——光伏发电实现历史性突破

Core Viewpoint - China's photovoltaic (PV) power generation capacity has achieved a historic breakthrough, with cumulative installed capacity surpassing 1 billion kilowatts, accounting for 30% of the country's total power generation capacity, and nearly half of the global PV installed capacity coming from China [1][2]. Group 1: Photovoltaic Installed Capacity Growth - In the first five months of this year, China's cumulative newly installed PV capacity reached nearly 200 million kilowatts, representing a year-on-year growth of 57% [1]. - The cumulative installed capacity of PV power generation in China has exceeded 1.08 billion kilowatts, with new projects continuously coming online [1]. - The month of May alone saw new PV installations equivalent to one-third of last year's total, marking a historical monthly high [2]. Group 2: Industry Development and Technological Advancements - Since the "dual carbon" goals were proposed in 2020, China's PV installed capacity has rapidly increased from over 200 million kilowatts to over 1 billion kilowatts in just over a year [2]. - The PV industry chain in China consists of over 1 million enterprises, generating an annual output value exceeding 1 trillion yuan [2]. - Key technological advancements include self-sufficiency in high-purity crystalline silicon, breakthroughs in large-sized silicon wafers, high-efficiency battery technology, and the integration of smart inverters and energy storage systems [2]. Group 3: Infrastructure and Energy Transmission - The construction of transmission projects has accelerated, enhancing the capacity for clean energy consumption [3]. - The completion of the ±800 kV UHVDC project from Longdong to Shandong marks the establishment of China's first integrated energy base for wind, solar, thermal, and storage [3]. - The Hami-Chongqing ±800 kV UHVDC transmission project, which has begun operation, supports a renewable energy base with over 10.2 million kilowatts of installed capacity, with renewable energy accounting for over 70% [3][4]. Group 4: Future Outlook and Market Dynamics - The new policy effective from June 1, which allows newly commissioned renewable energy projects to enter market trading, has led to increased uncertainty in future electricity prices and returns, prompting companies to accelerate installations [2]. - The ongoing development of large-scale wind and solar bases and their associated UHV transmission projects is expected to optimize the cross-regional allocation of energy resources [4].