我国新能源产业链世界第一。 中国能源研究会副秘书长兼新闻发言人王凡在10日举办的新闻发布会上介绍，"十四五"期间，我国构建 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。出口的风 电光伏产品遍布全球，累计为其他国家减少碳排放约41亿吨，为全球低碳转型作出了重大贡献。在新能 源科技领域，我国拥有了全球4成以上的新能源专利，新型储能规模跃居世界第一，建成了白鹤滩水电 站、自主三代核电"华龙一号""国和一号"等多个"全球最大""全球首座"工程，并相继投运。此外，新能 源汽车、锂电池和光伏产品"新三样"2024年出口额突破万亿元大关。智能微电网、虚拟电厂、车网互动 规模化应用等能源领域新模式、新业态、新赛道持续涌现，带动新能源产业链世界第一。 自从举办2023中国（宜昌）绿色能源发展大会之后，宜昌主导产业的含"绿"量、含"金"量快速提升。宜 昌市政府有关负责人介绍，近两年来，宜昌发力清洁能源产业，3个抽水蓄能项目开工建设，总装机400 万千瓦。截至今年6月底，全市发电装机总量3224万千瓦，其中风、光、水电等清洁能源装机占比94% 以上。页岩气探明储量超7.42万亿立方米，正加 ...

Group 1: Core Achievements in Energy Development - During the "14th Five-Year Plan" period, China's energy consumption increment reached 1.5 times that of the previous five years, with expected new electricity consumption exceeding the annual consumption of the EU [2][3] - The share of non-fossil energy consumption is projected to exceed the 20% target set for the "14th Five-Year Plan," with a current rate of 19.8% and an annual increase of 1 percentage point [3][4] - Renewable energy generation capacity has significantly increased, with installed capacity rising from 530 million kilowatts in 2020 to 1.68 billion kilowatts by July this year, achieving an average annual growth rate of 28% [5] Group 2: Green Transition and Market Mechanisms - The proportion of renewable energy in total electricity consumption has reached approximately 33%, with every third kilowatt-hour being green electricity [2][3] - The establishment of a national unified electricity market is underway to enhance the adaptability of the power system to renewable energy, focusing on stability, strength, market expansion, flexibility, and supportive policies [6][7] - The market will play a decisive role in determining the consumption of renewable energy, aligning with international practices in developed countries [8] Group 3: Future Goals and Challenges - The "15th Five-Year Plan" aims for a non-fossil energy consumption share of 25%, with significant pressure on carbon intensity reduction targets [4] - Companies are encouraged to adopt flexible energy consumption strategies to better integrate with the grid and optimize costs [4][6] - There is a need for enhanced research and development in sustainable fuel technologies to lower costs and meet future energy demands [8]

Group 1 - The core viewpoint of the news is that China has made significant progress in energy development during the "14th Five-Year Plan" period, achieving key indicators such as comprehensive energy production capacity and the proportion of non-fossil energy [1] - The number of new energy patents in China accounts for over 40% of the global total, with advancements in photovoltaic conversion efficiency and offshore wind power capacity setting new world records [2] - China has built the world's largest electric vehicle charging network, with a ratio of 2 charging stations for every 5 vehicles, and increased the share of renewable energy generation capacity from 40% to approximately 60% [3] Group 2 - The energy investment during the "14th Five-Year Plan" period has shown rapid growth, improved structure, and strong vitality, leading to the establishment of the world's most comprehensive and largest energy system [4] - China's exported wind and photovoltaic products have contributed to a reduction of approximately 4.1 billion tons of carbon emissions for other countries during the "14th Five-Year Plan" period, significantly aiding global low-carbon transition efforts [5]

Core Viewpoint - The article highlights the significant achievements in China's energy sector during the "14th Five-Year Plan" period, emphasizing high-quality development, increased renewable energy capacity, and advancements in energy technology and reform [4][18]. Group 1: Energy Supply and Consumption - During the first four years of the "14th Five-Year Plan," China's energy consumption increase reached 1.5 times that of the entire "13th Five-Year Plan," with projected new electricity consumption exceeding the annual consumption of the European Union [6][7]. - By 2024, national electricity generation is expected to surpass 10 trillion kilowatt-hours, accounting for one-third of global production, with total energy production equivalent to approximately 5 billion tons of standard coal, representing over one-fifth of global production [7]. Group 2: Renewable Energy Development - China has built the world's largest and fastest-growing renewable energy system, with the share of renewable energy generation capacity increasing from 40% to around 60%. Wind and solar power installations have each surpassed 100 million and 200 million kilowatts annually, achieving unprecedented growth [10]. - The proportion of non-fossil energy in national energy consumption has increased by 1 percentage point annually, expected to exceed the "14th Five-Year Plan" target of 20%, while coal's share decreases by 1 percentage point each year, enhancing the "green content" of economic development [11]. Group 3: Technological Innovation - The article notes that new energy technologies, such as those in renewable energy, lead globally, with over 40% of global patents in this field. Innovations in photovoltaic conversion efficiency and offshore wind turbine capacity continue to set world records [13][14]. - Major projects like the Baihetan Hydropower Station and the domestically developed third-generation nuclear power plants demonstrate China's hard power in technological innovation [15]. Group 4: Energy Reform and Market Development - The restructuring of the energy system and policy framework is accelerating, with the establishment of a national unified electricity market and the integration of coal and renewable energy into the market. The oil and gas sector is also moving towards a unified national network [20].

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]

Energy Consumption - During the "14th Five-Year Plan" period, China's energy consumption increment has reached 1.5 times that of the five-year increment during the "13th Five-Year Plan," with an expected new electricity consumption exceeding the annual electricity consumption of the EU [5] - In July, electricity consumption surpassed 1 trillion kilowatt-hours, equivalent to Japan's total annual electricity consumption [5] - In the eastern region, 40% of energy consumption comes from major energy transmission projects such as "West-to-East Electricity Transmission" and "North-to-South Coal Transport" [5] Green and Low-Carbon Transition - China has built the world's largest electric vehicle charging network, with 2 charging piles for every 5 electric vehicles [5] - The proportion of renewable energy generation capacity has increased from 40% to approximately 60% [5] - One-third of the total electricity consumed in society is green electricity, with significant contributions to global low-carbon transition by reducing carbon emissions by approximately 4.1 billion tons through exported wind and solar products [5] Renewable Energy Development - Distributed photovoltaic systems have seen new installations exceeding 400 million kilowatts, with 16 million kilowatts added in household photovoltaic systems, making over 7 million families "photovoltaic landlords" [5] - China holds over 40% of global new energy patents, continuously breaking world records in photovoltaic conversion efficiency and offshore wind turbine capacity [5] - The scale of new energy storage has reached the world's largest, with rapid development of smart microgrids and virtual power plants [5] Technological Innovation - Major projects such as the Baihetan Hydropower Station and the third-generation nuclear power "Hualong One" have been completed, showcasing China's technological innovation capabilities [5] - Oil and gas development has successfully reached depths of over 10,000 meters and advanced into deep-sea areas [5] Market Dynamics - The number of registered entities in the electricity market has reached 970,000, five times that of 2020 [6] - The majority of photovoltaic equipment manufacturing companies are private enterprises, with over 60% of wind turbine manufacturing companies also being private [6] - As of the end of July, the number of charging infrastructure units reached 16.696 million, ten times that at the end of the "13th Five-Year Plan," leading the world in scale [6]

Core Insights - The Chinese government has effectively ensured energy security and promoted green low-carbon development during the "14th Five-Year Plan" period, positioning China as a key player in global energy transition [1][2] Group 1: Energy Supply and Consumption - During the first four years of the "14th Five-Year Plan," China's energy consumption increment 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 [1] - By 2024, national electricity generation is expected to surpass 10 trillion kilowatt-hours, accounting for one-third of global production, with total energy production equivalent to approximately 5 billion tons of standard coal, representing over one-fifth of global supply [1] - Energy resource allocation has been optimized, with 40% of energy consumption in eastern regions sourced from major energy transmission projects like "West-East Electricity Transmission" and "West-East Gas Transmission" [1] Group 2: Green and Low-Carbon Transition - The "14th Five-Year Plan" marks the fastest period for green low-carbon transformation, with China establishing the world's largest and fastest-growing renewable energy system [1] - The share of renewable energy generation capacity has increased from 40% to around 60%, with annual new installations of wind and solar power surpassing 100 million and 200 million kilowatts, respectively, achieving significant growth milestones [1] - One-third of the total electricity consumed in society is now green electricity, with non-fossil energy's share in national energy consumption increasing by 1 percentage point annually, expected to exceed the "14th Five-Year Plan" target of 20% [2]

Core Insights - China's energy structure is undergoing a significant transformation, with renewable energy generation capacity accounting for approximately 60% of total installed capacity during the 14th Five-Year Plan period [1][2][3] Group 1: Energy Development Achievements - 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 annual electricity generation exceeding 10 trillion kilowatt-hours by 2024, representing one-third of global electricity generation [2][3] - The share of non-fossil energy in total energy consumption is expected to exceed the planned target of 20%, with coal's share decreasing by 1 percentage point annually, significantly enhancing the "green" quality of economic development [3][4] Group 2: Renewable Energy Growth - The installed capacity of renewable energy has seen a remarkable increase, with annual additions surpassing 1 billion kilowatts for wind and 2 billion kilowatts for solar, leading to a total installed capacity increase from 530 million kilowatts in 2020 to 1.68 billion kilowatts by July of this year, averaging a growth rate of 28% [6][7] - The proportion of renewable energy in total electricity consumption has reached a point where one-third of electricity consumed is green energy [2][3] Group 3: Future Energy Transition Goals - The 15th Five-Year Plan aims for non-fossil energy consumption to reach 25%, with significant pressure on carbon intensity reduction targets, necessitating substantial efforts from high-emission enterprises to adopt lower-cost emission reduction technologies [4][8] - The establishment of a national unified electricity market is underway, which will enhance the adaptability of the power system to renewable energy and promote market-based trading of renewable energy [7][8]

Core Insights - The "14th Five-Year Plan" period is marked by rapid green and low-carbon transformation in China's energy sector, with significant achievements in renewable energy development and infrastructure [2][3][5]. Renewable Energy Development - 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]. - The proportion of non-fossil energy in national energy consumption is expected to exceed the planned target of 20%, with coal's share decreasing by 1 percentage point annually [2]. Electric Vehicle Infrastructure - China has built the largest electric vehicle charging network globally, with 1 charging station for every 2 electric vehicles [3][4]. - As of July, the number of charging facilities reached 16.696 million, ten times the number at the end of the previous five-year plan [4]. Technological Innovation - The number of new energy patents in China accounts for over 40% of the global total, with advancements in solar conversion efficiency and offshore wind power [5]. - New energy storage capacity has surged to the world's largest, with a nearly 30-fold increase in installed capacity over five years [6]. Hydrogen Energy and AI Integration - By 2024, China's hydrogen production and consumption scale is projected to exceed 36 million tons, leading the world [6]. - Artificial intelligence is increasingly integrated into the energy sector, enhancing various applications such as renewable energy generation and resource discovery [6].

Core Viewpoints - The "14th Five-Year Plan" period has seen significant achievements in energy consumption and development, with energy consumption growth reaching 1.5 times that of the previous five years, and projected new electricity consumption exceeding the annual total of the EU [5] Energy Consumption - In July, electricity consumption surpassed 1 trillion kilowatt-hours, equivalent to Japan's total annual electricity consumption [5] - Eastern regions derive 40% of their energy from major energy transmission projects like "West-to-East Power Transmission" and "North-to-South Coal Transport" [5] - The country has established the world's largest electric vehicle charging network, with 2 charging stations for every 5 electric vehicles [5] Green and Low-Carbon Transition - The renewable energy generation capacity has increased from 40% to approximately 60% of total installed capacity, with one-third of electricity consumption being green energy [5] - Exports of wind and solar products have contributed to a reduction of approximately 4.1 billion tons of carbon emissions globally [5] - Distributed solar power has seen significant growth, with over 400 million kilowatts of new installations, and more than 7 million households have become "solar landlords" [5] Energy Technology Innovation - The number of new energy patents accounts for over 40% of the global total, with advancements in solar conversion efficiency and offshore wind turbine capacity [5] - The scale of new energy storage has reached the world's largest, and developments in smart microgrids and virtual power plants are accelerating [5] - Major projects like the Baihetan Hydropower Station and the "Hualong One" nuclear reactor have been completed, showcasing China's technological innovation capabilities [5] Power Market - The number of registered entities in the electricity market has reached 970,000, five times that of 2020 [9] - The majority of photovoltaic equipment manufacturing companies are private enterprises, and over 60% of wind turbine manufacturers are also private [9] - As of the end of July, the number of charging infrastructure units reached 16.696 million, ten times that of the end of the 13th Five-Year Plan, leading the world in scale [9]