西部，风光电大崛起

Core Viewpoint - China has transformed from a laggard in wind and solar energy to a global leader, with significant advancements in installed capacity and technology [5][23][44]. Group 1: Development of Wind and Solar Energy - In 2000, China's installed capacity for wind and solar energy was less than 350,000 kW, while by 2024, solar power capacity reached approximately 890 million kW, growing by 45.2% year-on-year, and wind power capacity reached about 520 million kW, growing by 18.0% year-on-year [21][23][25]. - The Chinese government has set ambitious targets, aiming for a total installed capacity of over 1.2 billion kW for wind and solar energy by 2030, equivalent to 50 Three Gorges dams [10][8]. Group 2: Western Region as the Main Battlefield - The western region of China, covering 687,000 square kilometers and accounting for 72% of the country's area, is rich in wind and solar resources, with over 85% of the country's wind resources and around 90% of solar resources located there [11][12]. - The "14th Five-Year Plan" includes the establishment of nine clean energy bases, with seven located in the western region, focusing on wind and solar energy development [12]. Group 3: Major Projects and Infrastructure - The first batch of 50 "Desert, Gobi, and Desert" large-scale wind and solar energy projects has been announced, with over 90% of the planned installed capacity located in the western region [28]. - The "Three Exchanges and Nine Directs" plan includes 12 high-voltage transmission lines, with nine originating from the western region, enhancing the transport capacity of renewable energy [29][30]. Group 4: Technological Advancements and Market Dynamics - China has achieved significant advancements in technology, with over 95% of large wind turbine manufacturing now domestically produced, and over 90% of solar equipment also produced in China [42][43]. - The market for renewable energy is becoming more competitive, with new projects required to participate in market pricing rather than relying on fixed tariffs [33][34]. Group 5: Key Players and Contributions - Private enterprises like Trina Solar and Goldwind have played crucial roles in advancing technology and supporting large-scale projects in the western region [44][49]. - Trina Solar has emerged as a leader in the solar sector, holding the most patents for perovskite solar cells, while Goldwind has maintained a leading position in the wind power market for 14 consecutive years [45][49].