2024年南方电网能源发展论坛暨南网能源院研究成果发布会在广州举行，会上发布了四份关于中国电力行业发展的报告。报告显示，中国电力总投资加速释放，预计2024年电网基建投资将超过5300亿元。
南方电网能源发展研究院在论坛上发布的《中国电力行业投资发展报告(2024年)》显示，中国电力总投资在2023年达到15502亿元，同比增长24.7%，为近十年来的最高增速。电源投资呈现历史性的大规模投入，新增装机容量高达3.71亿千瓦。传统电源投资回暖，火电、水电、核电投资均超过1000亿元。新能源投资再创新高，风电、光伏发电投资及新增装机规模均创下历史新高。
电网建设方面，2023年中国电网建设投资5277亿元，同比增长5.4%，为近七年以来最高增速。新型储能建设投资额和新增规模均创历史新高，投资规模达767亿元，同比增长超过150%。
报告预计，未来三年，中国火电投资规模将稳中有降；风电光伏等新能源投资仍将持续保持高位；电网基建投资将稳步增长，保持5000亿元以上，2024年电网基建投资将超过5300亿元。
此外，《中国电力市场化改革报告(2024年)》显示，截至2023年底，中国共有29个地区开展电力现货市场(试)运行，各电力交易平台累计注册市场主体超过74万家；2023年各平台完成市场交易电量56679.4亿千瓦时，占全社会用电量比重达61.4%。中国绿色电力(绿证)消费总量1059亿千瓦时，同比增长281.4%，中国已成为全球最大的绿证交易市场。
这一系列数据显示，中国电力行业正在加速转型升级，新能源投资持续保持高位，电网基础设施建设稳步推进，为保障电力供应和促进清洁能源发展提供了有力支撑。
英语如下：
News Title: “China’s Electric Grid Investment to Exceed 53 Billion Yuan in the Next Year”
Keywords: Electric Grid Investment, Power Growth, New Energy Development
News Content: The 2024 Southern Power Grid Energy Development Forum and the Release Conference of the Southern Power Grid Energy Research Institute’s Research Results were held in Guangzhou. At the event, four reports on the development of China’s power industry were released. The reports indicate that the total investment in China’s power industry is accelerating, with an expected over 53 billion yuan invested in power grid infrastructure in 2024.
The Southern Power Grid Energy Development Institute’s report, “The China Power Industry Investment Development Report (2024),” shows that China’s total power industry investment reached 155.02 billion yuan in 2023, an increase of 24.7% year-on-year, the highest growth rate in the past decade. There has been a historic large-scale investment in power supply, with new installed capacity reaching 371 million kilowatts. Traditional power supply investment has recovered, with investments in coal power, hydropower, and nuclear power all exceeding 10 billion yuan. New energy investment reached a new high, with wind and solar power investment and new installed capacity setting new records.
In terms of power grid construction, China’s power grid construction investment in 2023 was 52.77 billion yuan, an increase of 5.4% year-on-year, the highest growth rate in seven years. The investment and new scale of new energy storage construction have also set new records, with investment reaching 7.67 billion yuan, an increase of over 150% year-on-year.
The report forecasts that over the next three years, the investment scale of coal power in China will stabilize with a slight decrease; investment in wind and solar power and other new energy sources will continue to maintain a high level; power grid infrastructure investment will steadily grow, maintaining over 50 billion yuan, with power grid infrastructure investment in 2024 exceeding 53 billion yuan.
Additionally, the “China Power Market Liberalization Reform Report (2024)” shows that by the end of 2023, 29 regions in China have carried out pilot runs of electricity spot markets, with over 740,000 market entities registered on various trading platforms. In 2023, the platforms completed market trading electricity of 566.794 billion kilowatt-hours, accounting for 61.4% of the total social electricity consumption. China’s total green electricity (green certificate) consumption reached 105.9 billion kilowatt-hours, an increase of 281.4% year-on-year, making China the largest green certificate trading market in the world.
These sets of data indicate that China’s power industry is accelerating its transformation and upgrading, with new energy investment continuously maintaining a high level, and the construction of power grid infrastructure steadily advancing, providing strong support for ensuring power supply and promoting the development of clean energy.
【来源】http://www.chinanews.com/cj/2024/07-26/10258323.shtml
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