[Preview of the Weekly] Central SOEs Lead Surge in New Energy Projects as Structural Contradictions Become Increasingly Prominent (AI Translation)
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- China's northwest region is rapidly expanding wind and solar energy, aiming to double installed capacity by 2023 end, with large-scale projects in deserts and wastelands.
- The push for renewable energy follows China's pledge for carbon peak by 2030 and neutrality by 2060, with plans to increase wind and solar capacity from 530 million kW to over 1.2 billion kW.
- Challenges include balancing rapid development with grid capacity, managing investment bubbles, and ensuring efficient resource allocation amidst concerns of excessive central enterprise involvement and potential waste.
文｜财新周刊 赵煊 范若虹
By Caixin Weekly's Zhao Xuan, Fan Ruohong
冬日的大西北白雪皑皑，一座座风机擎天而立，一片片光伏“玻璃海”在沙漠中绵延。零下十几度的寒冷气温里，风电、光伏建设火热，首批大型风电光伏基地紧赶着在2023年底前投产、并网。
In the wintry expanse of China's northwest, snow blankets the landscape while towering wind turbines and vast "seas of glass" solar panels stretch across the desert. Despite sub-zero temperatures, construction of wind and solar projects is in full swing, as the first batch of large-scale wind and solar power bases race to commence operations and connect to the grid by the end of 2023.
截至2023年12月，西北电网的新能源装机规模突破2亿千瓦，比三年前翻了一番，在总电力装机中占比过半。陕西、甘肃、青海、新疆、宁夏西北五省份，加上内蒙古，是中国重要的能源基地，约占全国发电装机的五分之一、新能源发电装机的四分之一。
As of December 2023, the installed capacity of new energy in the Northwest Power Grid exceeded 200 million kilowatts, doubling from three years ago and accounting for more than half of the total power generation capacity. Shaanxi, Gansu, Qinghai, Xinjiang, and Ningxia—the five northwestern provinces—along with Inner Mongolia, constitute a significant energy base in China. They represent approximately one-fifth of the country's total power generation capacity and one-quarter of its new energy power generation capacity.
2020年9月，中国在第75届联合国大会上承诺“2030年碳达峰、2060年碳中和”的目标。随后很快提出了大力发展可再生能源，在沙漠、戈壁、荒漠地区（简称“沙戈荒”）加快规划建设大型风电光伏项目，并计划在2030年将风电、光伏发电总装机容量，从当时的5.3亿千瓦提高到12亿千瓦以上。而这些风光大项目，一半以上布局在西北地区。
In September 2020, China pledged at the 75th United Nations General Assembly to achieve a carbon peak by 2030 and carbon neutrality by 2060. Subsequently, the country quickly proposed to vigorously develop renewable energy, accelerating the planning and construction of large-scale wind and photovoltaic projects in deserts, Gobi, and wasteland areas (collectively referred to as "Sha-Ge-Huang"). The plan aims to increase the total installed capacity of wind and photovoltaic power generation from 530 million kilowatts at that time to over 1.2 billion kilowatts by 2030. More than half of these major wind and solar projects are located in the northwest region.
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