构网型储能市场增长
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20cm速递|新能源装机年增3亿千瓦,储能迎爆发式增长!创业板新能源ETF华夏(159368)上涨1.11%,规模同类第一
Mei Ri Jing Ji Xin Wen· 2026-01-16 06:17
Core Insights - The article highlights the significant growth in China's renewable energy sector, with installed capacity reaching 3.65 billion kilowatts by mid-2025, marking an 18.7% year-on-year increase [1] - Solar power capacity has surged to 1.1 billion kilowatts, reflecting a 54.2% increase, while wind power capacity reached 570 million kilowatts, up 22.7% [1] - For the first time, renewable energy sources have surpassed coal power, accounting for over 45% of the total installed capacity [1] - The "14th Five-Year Plan" anticipates an annual addition of 30 million kilowatts in renewable energy capacity, with a cumulative total expected to exceed 300 million kilowatts by 2030 [1] - Global renewable energy capacity is projected to increase by approximately 4,600 gigawatts, equivalent to the current installed capacity of China, the EU, and Japan combined [1] - Bloomberg New Energy Finance forecasts that by 2030, the global grid-scale energy storage market will grow to 72.5 GW, with a penetration rate of 55% [1] - China, as the largest energy storage market, is expected to see grid-scale storage capacity rise to 30 GW, increasing its share in new energy storage to 40% [1] - The ChiNext New Energy ETF (159368) is the largest ETF tracking the ChiNext New Energy Index, which encompasses various sectors within the renewable energy and electric vehicle industries, including batteries and photovoltaics [1]