
中国电力企业联合会发布报告显示,前三季度中国电力消费稳步增长,绿色转型加速。预计到2026年底,全国发电装机容量将达43亿千瓦,其中非化石能源占比约63%,太阳能发电已成为国内第一大电源。
AI-generated summary
中国正持续推进电力系统绿色低碳转型,新能源发电装机规模快速扩大。
中新社北京10月29日电 (记者 阮煜琳)中国电力企业联合会29日发布的《2026年三季度全国电力供需形势分析预测报告》预计,到2026年底,全国发电装机容量将达到43亿千瓦左右,其中非化石能源发电装机约27亿千瓦,占总装机的63%左右。
报告指出,今年前三季度,全国电力消费呈现总量稳增、结构调优、动能焕新、韧性增强的特征,全国电力系统安全稳定运行,电力供应结构持续绿色低碳转型,电力供需总体平衡。
报告显示,前三季度,全国全社会用电量8.07万亿千瓦时,同比增长3.9%。全国新增发电装机容量2.5亿千瓦,其中风电和太阳能发电合计新增装机1.7亿千瓦。
8月20日,青海兴海,航拍大唐兴海县清洁供暖配套40万千瓦光伏项目。该项目通过源网荷储就地平衡模式,以光伏发电保障电供暖负荷。(无人机照片) 中新社记者 张忠苹 摄
截至9月底,全国全口径发电装机容量达41.3亿千瓦,同比增长11.2%,其中非化石能源发电装机容量25.9亿千瓦,同比增长14.4%,占总装机容量比重逾62%;太阳能发电装机规模历史性超过煤电、成为国内第一大电源,风光发电装机合计已超20亿千瓦,新能源发电成为中国主体电源,发电装机延续绿色低碳发展趋势。
报告预测,四季度全国电力消费增速较三季度明显回升,全年全社会用电量约10.8万亿千瓦时,同比增长4%至4.5%。2026年全年新增发电装机有望超过3.5亿千瓦。到2026年底,全国发电装机容量将达到43亿千瓦左右,其中非化石能源发电装机约27亿千瓦,占总装机的63%左右;风电和太阳能发电装机规模达到总发电装机的一半;煤电装机占总装机的比重将降至31%左右。
AI outlook — possibilities, not facts
2026年底全国发电装机容量将达43亿千瓦
Likely · Within months

The Xinjiang-Chengdu-Chongqing twin-city economic circle pilot city cluster work deployment meeting for comprehensive application of hydrogen energy was held in Chongqing on the 29th. The pilot covers 13 cities and aims to build a hydrogen energy industry ecosystem within four years through north-south resource complementation and industrial chain coordination, and create a national green hydrogen coupled cycle benchmark area.
Affected by international energy prices and policy absorption costs, Taiwan's PetroChina Co., Ltd.'s cumulative losses are approaching the amount of capital. The Taiwan authorities plan to allocate more than 100 billion yuan in subsidies and capital for relief, but public opinion on the island has criticized this move as treating the symptoms rather than the root cause and failing to solve Taiwan's energy structure problems of over-reliance on natural gas and rejection of nuclear energy.

In the first three quarters of this year, Qinghai Province’s cumulative external power transmission reached 30.866 billion kilowatt-hours, a year-on-year increase of 9.7%. Among them, clean energy power is 30.28 billion kilowatt-hours, accounting for 98.1%. The scope of green power delivery has been expanded to 23 provinces and municipalities.

The Executive Yuan has decided to allocate additional budgets to Taipower and PetroChina, but the opposition parties plan to delete them entirely. Xu Shubo, Chairman of the Chamber of Commerce and Industry, called on the government and the opposition to rationally discuss the subsidy bill, believing that this move would help stabilize people's living prices and the business operating environment, and prevent state-owned enterprises from being forced to raise energy prices.
The economic affairs department of the Taiwan authorities confirmed that the target of 20% renewable energy power generation, originally scheduled to be achieved in November this year, will be postponed to 2029, four years later than originally planned. This is the second extension of this goal, triggering public criticism that the credibility of the DPP authorities has reached zero.

The international conference "Zero-Carbon Prosperity: Consensus and Pathways" was held at the Hong Kong University of Science and Technology (Guangzhou). Experts and scholars discussed how to drive global economic growth through the zero-carbon energy industry chain, shift climate issues from emission reduction constraints to industrial development, and pay attention to the equity and financing challenges in the transition of the global South.