中国四地光伏利用率跌破90%

Core Insights - The article discusses the challenges and developments in China's renewable energy sector, particularly focusing on wind and solar power consumption and integration into the grid [2][3]. Group 1: Renewable Energy Utilization Rates - In 2025, the overall utilization rates for wind and solar power in China fell below 95% for the first time during the "14th Five-Year Plan," with wind power utilization at 94.3% and solar power at 94.8% [2]. - Specific provinces such as Qinghai, Tibet, Xinjiang, and Gansu saw solar power utilization rates drop below 90%, with Tibet having the lowest at 64.9% [2]. - Wind power utilization in Tibet was also the lowest at 68.6%, while other provinces maintained rates above 90% [2]. Group 2: Growth in Installed Capacity - During the "14th Five-Year Plan," China's annual new installed capacity for wind and solar power remained high, exceeding 430 million kilowatts in 2025, with total installed capacity surpassing 1.8 billion kilowatts, a 2.4 times 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]. Group 3: Challenges in Energy Consumption - The rapid increase in renewable energy capacity has led to greater challenges in energy consumption due to the randomness and volatility of renewable energy generation [3]. - Seasonal and time-based patterns of energy waste are evident, with over 70% of energy wastage occurring during peak solar hours (10 AM to 5 PM) and two-thirds of wastage occurring in spring and autumn [3]. Group 4: Future Outlook and Policy Implications - The China Photovoltaic Industry Association predicts a year-on-year decline of 23.8%-42.9% in new solar installations for 2026, primarily due to consumption difficulties [4]. - Experts suggest that new policies and integration strategies will be necessary to address these challenges, with a shift from rapid expansion to high-quality, steady growth expected in the industry [4][5]. - The article emphasizes the need for innovative approaches to enhance renewable energy utilization, such as green electricity direct connections and zero-carbon parks, to improve overall project profitability [5].