广东有着全国最长的海岸线，海上风力资源丰富 向海洋要能源，广东走在前列 2024年，阳江漂浮式示范项目 投运全球单机容量最大的双机头机组 青洲六项目率先实现单体百万千瓦并网 刷新"广东纪录" 截至2025年8月底 广东新能源累计并网容量突破8100万千瓦 海上风电约1250万千瓦，装机容量居全国第一 "十四五"以来，广东海上风电连续4年 年度新增并网容量超过100万千瓦 策划｜蒋铮 文案｜赵鹏 刘泳希 海报｜黎杰文 图片由AI生成 中国要发展，就要源源不断的电力供应 作为名副其实的"电力强国" 中国2024年发电量超10万亿千瓦时，占全球1/3 全年发电量超过美国、欧盟、印度之和 "十四五"期间 中国预计新增用电量超过欧盟年度用电量 中国发电不仅多，而且"绿" 中国已构建起全球最大、发展最快的可再生能源体系 可再生能源发电装机占比由40%提升至60%左右 全社会用电量中，每3度电就有1度绿电 t T arm 11 Hami 25 阳江漂浮式海上风电玩 Ya Hubo ■ ■ FLIL ELL al ■ | 200 ...

Core Points - During the "14th Five-Year Plan" period, China's carbon dioxide emission intensity has been continuously decreasing [1] - The Ministry of Ecology and Environment is actively promoting climate change responses and carbon peak and neutrality efforts [1][2] - China has established the world's largest and fastest-growing renewable energy system, achieving its 2030 national contribution target for wind and solar power capacity ahead of schedule [1] - The Ministry has implemented stricter controls on non-carbon dioxide greenhouse gas emissions, including methane and industrial nitrous oxide [1] - Over 100 carbon footprint accounting standards for products have been released, aiding companies in addressing international carbon trade barriers [1] Future Directions - The Ministry will continue to implement national strategies for climate change, advancing carbon peak and neutrality goals [2] - Efforts will focus on building a more effective and internationally influential carbon market and enhancing product carbon footprint accounting standards [2] - The aim is to promote green and low-carbon transformation, increasing the "green content" of economic development [2]

全国碳市场建设积极推进。我国建成了全球覆盖温室气体排放量最大的碳排放权交易市场，实现了对全国60%以上二氧化碳排放量的有效 管控。启动全国温室气体自愿减排交易市场。截至2025年9月18日，全国碳排放权交易市场的配额累计成交量达到7.14亿吨，累计成交额达到 489.61亿元。同时，碳排放数据统计核算的规范性、准确性、及时性大幅提升。全国碳市场实现了稳起步、稳运行，已经成为实现碳达峰碳中 和的有力举措。 同时，我国牵头构建产品碳足迹管理体系。指导发布100多项产品碳足迹核算标准，上线国家温室气体排放因子数据库，定期发布全国电力 碳足迹因子数据，帮助企业积极应对国际涉碳贸易壁垒，推动碳足迹规则标准实现国际衔接互认。 我国深入推进适应气候变化工作。《国家适应气候变化战略2035》印发实施，明确我国中长期适应气候变化的目标任务。深化39个气候适 应型城市试点建设。推动提升重点区域气候韧性，加强青藏高原等关键脆弱区域气候风险评估。 李高表示，下一步将持续实施积极应对气候变化国家战略，积极稳妥推进碳达峰碳中和，加快建设更加有效、更有活力、更具国际影响力 的碳市场，健全产品碳足迹核算标准，推动绿色低碳转型，不断提升经济发 ...

Core Insights - The article highlights China's unprecedented electricity consumption, with July's total surpassing 1 trillion kilowatt-hours for the first time, indicating a significant economic recovery and increased demand from various sectors [2][3]. Electricity Consumption Trends - In the first seven months of the year, China's total electricity consumption reached approximately 5.86 trillion kilowatt-hours, continuously setting world records [3]. - The electricity consumption is seen as a barometer of economic activity, with the growth driven by high temperatures and economic recovery, leading to increased demand from residential and industrial sectors [3][4]. Future Projections - By 2025, China's total electricity consumption is expected to reach 10 trillion kilowatt-hours, with a projected annual growth rate of 5% to 6% [6]. - The installed power generation capacity has already surpassed 360 million kilowatts, marking an 18.8% year-on-year increase, with renewable energy sources playing a crucial role in this growth [7][13]. Renewable Energy Contributions - Renewable energy installations, particularly solar power, have significantly increased, with solar capacity additions exceeding 9 million kilowatts in a single month, raising the share of renewable energy to 57.9% of total capacity [8]. - In the first half of the year, renewable energy accounted for 39.7% of total electricity generation, highlighting its growing importance in the energy mix [14]. Energy Supply Stability - This summer, China successfully avoided power shortages, with the electricity supply remaining stable despite record-high demand, thanks to improved generation capacity and stable fuel supply [12][13]. - The maximum electricity load reached historical highs multiple times in July, with 19 provinces experiencing record-breaking demand [11]. Economic and Industrial Impacts - The electricity consumption patterns reflect China's economic transformation, with significant growth in sectors such as high-tech manufacturing, electric vehicle production, and digital services [15][16]. - The rapid growth in electricity demand from emerging industries indicates a shift in energy consumption structure, promoting a green transition in energy production [16]. Future Energy Goals - The focus is shifting from merely ensuring electricity availability to optimizing electricity usage, with plans to enhance grid stability and expand capacity to meet rising demand [17].

Core Viewpoint - The article discusses the achievements and developments in China's energy sector during the "14th Five-Year Plan" period, highlighting the significant growth in energy consumption, production, and renewable energy infrastructure. Group 1: Energy Consumption and Production - During the "14th Five-Year Plan," China's new electricity consumption is expected to exceed the annual electricity consumption of the European Union [5] - By 2024, China's total electricity generation is projected to surpass 10 trillion kilowatt-hours, accounting for one-third of global electricity generation [7] - The energy production during this period is estimated to reach approximately 5 billion tons of standard coal, representing a significant portion of global energy production [8] Group 2: Infrastructure Development - The energy infrastructure network has become more comprehensive, connecting eastern and western regions and facilitating energy transfer through major projects like "West-East Electricity Transmission" and "North Coal South Transport" [12] - As of July 2023, the number of charging infrastructure units in China reached 16.696 million, ten times the number at the end of the "13th Five-Year Plan," making it the largest in the world [15] Group 3: Renewable Energy Growth - The share of renewable energy generation capacity is expected to increase from 40% to around 60% during the "14th Five-Year Plan" [18] - Wind and solar power installations are projected to grow significantly, with annual additions of 10 million kilowatts and 20 million kilowatts, respectively, showcasing unprecedented development speed [18] - The number of new energy patents in China accounts for over 40% of the global total, indicating strong innovation in the sector [19] Group 4: Environmental Impact - China's exports of wind and solar products have contributed to a reduction of approximately 4.1 billion tons of carbon emissions in other countries [24]

Core Viewpoint - The article highlights the significant progress and historical achievements in China's energy sector since the implementation of the "14th Five-Year Plan," emphasizing the completion of key energy production capacity and non-fossil energy targets [4]. Group 1: Energy Supply and Production - The energy supply in China is becoming more robust, with a projected national electricity generation exceeding 10 trillion kilowatt-hours by 2024, accounting for one-third of global production [5]. - The total energy production is estimated to be around 5 billion tons of standard coal, representing over one-fifth of global energy production [5]. - More than 90% of the increase in domestic energy consumption is expected to come from domestic sources [5]. Group 2: Renewable Energy Development - Nearly 50% of the new electricity generation capacity in the country is attributed to renewable energy sources [6]. - The total supply of non-fossil energy is projected to grow by nearly 50% [6]. - China has established the world's largest electric vehicle charging network, with two charging stations for every five electric vehicles [6]. - The share of renewable energy generation capacity has increased from 40% to approximately 60% [6]. Group 3: Technological Innovation and Market Growth - China holds over 40% of global renewable energy patents, with continuous improvements in solar conversion efficiency and offshore wind turbine capacity [7]. - By mid-2025, the installed capacity of new energy storage in China is expected to reach approximately 95 million kilowatts, a nearly 30-fold increase over five years [8]. - The hydrogen production and consumption scale in China is projected to exceed 36 million tons by 2024, ranking first in the world [8]. Group 4: Market Dynamics - The volume of electricity traded in the market has increased from 10.7 trillion kilowatt-hours during the "13th Five-Year Plan" to 23.8 trillion kilowatt-hours [10]. - The number of registered market participants in the electricity sector has reached 970,000, five times that of 2020 [10]. - A significant portion of photovoltaic equipment manufacturers and over 60% of wind turbine manufacturers are private enterprises [10].

Core Insights - During the "14th Five-Year Plan" period, China has established the world's largest and fastest-growing renewable energy system, with the share of renewable energy generation capacity increasing from 40% to approximately 60% [2] Group 1: Energy Supply and Self-Sufficiency - China's energy self-sufficiency rate has remained above 80% throughout the "14th Five-Year Plan" period, demonstrating strong domestic energy production capabilities [3] - In July, China's monthly electricity consumption exceeded 1 trillion kilowatt-hours for the first time, equivalent to Japan's total annual consumption [3] - Over 90% of the increase in energy consumption has been met by domestic production, with renewable energy contributing significantly [3] Group 2: Energy Investment Growth - Energy industrial investment has shown a robust annual growth rate exceeding 16%, with total investments surpassing 4 trillion yuan, 5 trillion yuan, and 6 trillion yuan in consecutive years [5] - The energy sector's investment accounted for nearly 10% of total fixed asset investment in society, with significant contributions from the electricity and heat production sectors, which saw investment growth rates exceeding 20% [5] Group 3: Renewable Energy Development - China's renewable energy capacity has rapidly increased, with total installed capacity for wind and solar power rising from 530 million kilowatts in 2020 to 1.68 billion kilowatts by July 2023, reflecting an annual growth rate of 28% [7] - The share of wind and solar power generation in total electricity consumption has increased from 9.7% in 2020 to 18.6% in 2024, with wind and solar generation accounting for nearly 25% of total electricity consumption in the first half of this year [7] - China continues to lead globally in wind and solar power installations, with 2024 projections indicating that its combined capacity will account for 47% of the world's total [8]

Core Insights - During the "14th Five-Year Plan" period, China has established the world's largest and fastest-growing renewable energy system, with the share of renewable energy generation capacity increasing from 40% to approximately 60% [1] Group 1: Energy Supply and Self-Sufficiency - China's energy self-sufficiency rate has consistently remained above 80% during the "14th Five-Year Plan" period, demonstrating strong energy supply capabilities [2] - In July, China's monthly electricity consumption exceeded 1 trillion kilowatt-hours for the first time, equivalent to Japan's total annual electricity consumption [2] - Domestic energy production has accelerated, with over 90% of the consumption increase being self-supplied, highlighting the significant role of renewable energy [2] Group 2: Investment Trends - Energy industry investment has shown robust growth, with annual investment exceeding 4 trillion, 5 trillion, and 6 trillion yuan, accounting for nearly 10% of total fixed asset investment [4] - The average annual growth rate of energy industrial investment has surpassed 16%, particularly in the electricity and heat production sectors, which have seen growth rates exceeding 20% [4] - Renewable energy investments are projected to account for over 80% of power investment in 2024, indicating a strong shift towards green energy [4] Group 3: New Energy Development - China's wind and solar power installed capacity increased from 530 million kilowatts in 2020 to 1.68 billion kilowatts by July 2023, with an annual growth rate of 28% [7] - The share of wind and solar power generation in total electricity consumption rose from 9.7% in 2020 to 18.6% in 2024, with a significant increase in the first half of 2023 [7] - China continues to lead globally in wind and solar power installations, with its combined capacity accounting for 47% of the world's total and 63% of new installations [7]

Core Viewpoint - China has established the world's largest and fastest-growing renewable energy system, achieving significant progress in energy development during the "14th Five-Year Plan" period [1][4][5]. Group 1: Energy Supply and Demand - During the first four years of the "14th Five-Year Plan," China's energy consumption growth reached 1.5 times that of the entire "13th Five-Year Plan" period, with projected new electricity consumption exceeding the annual electricity consumption of the European Union [4]. - By 2024, China's total electricity generation is expected to surpass 10 trillion kilowatt-hours, accounting for one-third of global electricity generation, with total energy production equivalent to approximately 5 billion tons of standard coal, representing over one-fifth of global production [4]. Group 2: Renewable Energy Development - The share of renewable energy generation capacity increased from 40% to around 60% during the "14th Five-Year Plan," with annual new installations of wind and solar power surpassing 100 million and 200 million kilowatts, respectively [5]. - One-third of the electricity consumed in society is now green electricity, and the proportion of non-fossil energy in total energy consumption is expected to exceed the planned target of 20% [5]. Group 3: Technological Innovation - China leads globally in new energy technologies, holding over 40% of global patents in this field, with continuous improvements in photovoltaic conversion efficiency and offshore wind turbine capacity [6]. - Major projects such as the Baihetan Hydropower Station and the "Hualong One" nuclear reactor have been completed, showcasing China's technological innovation capabilities [6]. Group 4: Energy Reform and Market Dynamics - The construction of a unified national electricity market has accelerated, with significant participation from private enterprises in the energy sector, enhancing market vitality [7]. - The number of registered electricity market participants has reached 970,000, five times that of 2020, indicating a robust growth in market engagement [7].

Group 1 - The core viewpoint of the article highlights the achievements in high-quality energy development during the "14th Five-Year Plan" period in China [1] - The National Energy Administration reported that China has built the world's largest electric vehicle charging network, with 2 charging piles for every 5 vehicles [1] - The renewable energy generation capacity has significantly increased, with the share of renewable energy power generation capacity rising from 40% to approximately 60% [1]