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Core Viewpoint - China's electrification rate is projected to exceed 28% in 2024, surpassing major developed economies in Europe and the US, with an expected rate of around 35% by 2030, which is 8 to 10 percentage points above the OECD average [1][2] Institutional Track - The institutional framework is the foundational "invisible base" for China's electrification, with a consistent energy strategy from the 12th to the 14th Five-Year Plan, integrating electrification as a key component of national modernization and aligning with carbon neutrality goals [1][2] Technological Track - Over the past three decades, China has shifted from "exchanging market for technology" to "nurturing technology through scenarios," establishing a robust industrial chain in solar, wind, and battery sectors, and achieving breakthroughs in grid technology, including unique ultra-high voltage transmission and smart grid systems [2][3] Market Track - China boasts the world's largest unified electricity market and the largest markets for new energy vehicles, solar, and wind manufacturing, leading to rapid cost reductions; by 2023, the cost of solar power generation fell below 0.3 yuan, and battery prices dropped over 70% in five years, creating a positive cycle of technology maturity, cost reduction, market expansion, and reinvestment [2][3] Global Role Transformation - The leading electrification rate indicates China's transition from energy independence to participating in global energy governance, becoming the largest producer of solar, wind, and battery technologies, and supporting energy infrastructure in developing regions, thus reshaping the value chain [3][4] Economic Globalization - China's technology-driven renewable energy development is breaking traditional oil and gas geopolitical logic, promoting inclusive economic globalization and providing new opportunities for shared development among nations [4] Challenges and Opportunities - Despite leading in electrification, challenges remain, such as enhancing grid flexibility, balancing multiple goals in electricity market reforms, and addressing supply chain risks and carbon tariff barriers; however, these challenges present opportunities for institutional innovation and modern governance in global energy [4]