{"id":10682,"date":"2026-08-29T23:42:53","date_gmt":"2026-08-29T15:42:53","guid":{"rendered":"https:\/\/q8bbzjnpm5.wpdns.site\/?p=10682"},"modified":"2026-08-29T23:42:53","modified_gmt":"2026-08-29T15:42:53","slug":"the-two-reports-provide-insights-into-the-current-and-future-development-of-china-s-energy-and-power","status":"publish","type":"post","link":"https:\/\/subian-electric.com\/ko\/news\/the-two-reports-provide-insights-into-the-current-and-future-development-of-china-s-energy-and-power\/","title":{"rendered":"\ub450 \ubcf4\uace0\uc11c\ub294 \uc911\uad6d\uc758 \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825 \ubd80\ubb38\uc758 \ud604\uc7ac\uc640 \ubbf8\ub798 \ubc1c\uc804\uc5d0 \ub300\ud55c \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4."},"content":{"rendered":"<p>\ub77c\uace0\uc2a4\uc5d0\uc11c \uc870\ub2ec\uc744 \ub2f4\ub2f9\ud558\ub294 \uad00\ub9ac\uc790 \uc9c1\uc704\uc5d0 \uc788\ub294 \uac1c\uc778\uc740 \ud5a5\ud6c4 2\ub144 \ub3d9\uc548 \uc9c0\uc18d\ub418\ub294 \ubc30\uc804 \ubcc0\uc555\uae30 \uacc4\uc57d \uccb4\uacb0\uc5d0 \uad00\ud55c \uc911\uc694\ud55c \uacb0\uc815\uc744 \ub0b4\ub9ac\uac8c \ub429\ub2c8\ub2e4. \ub610\ud55c, \uc790\uce74\ub974\ud0c0\uc758 \ud55c \uc804\ubb38\uac00\ub294 \ubcc0\uc804\uc18c \uc7a5\ube44 \uad6c\ub9e4\uc5d0 \ub300\ud55c \uc720\uc0ac\ud55c \uacb0\uc815\uc744 \ub0b4\ub9bd\ub2c8\ub2e4. \ub450 \uc9c1\uc6d0 \ubaa8\ub450 \uc911\uad6d\uc774 \uc5d0\ub108\uc9c0 \uc0dd\uc0b0 \uc791\uc5c5\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70 \ubcc0\uc555\uae30 \uc81c\uc870\ub97c \uc704\ud55c \ub300\uaddc\ubaa8 \uc8fc\ubb38\uc774 \uc774\ubbf8 \ub9ac\ub4dc \ud0c0\uc784\uc73c\ub85c \ub098\ud0c0\ub098\uace0 \uc788\ub2e4\ub294 \ub3d9\uc77c\ud55c \uc815\ubcf4\ub97c \ubc1b\uc2b5\ub2c8\ub2e4.<br \/>\n\uad00\ub828 \uc815\ubcf4\ub97c \ubd88\ud544\uc694\ud55c \uc7a1\uc74c\uc5d0\uc11c \uad6c\ubcc4\ud558\uae30 \uc704\ud574 CEC(\uc911\uad6d\uc804\ub825\ud611\ud68c)\ub294 \uc911\uad6d\uc758 \uc804\uae30 \uc5d0\ub108\uc9c0 \uac1c\ubc1c\uacfc \uad00\ub828\ub41c \ub450 \uac00\uc9c0 \uc911\uc694\ud55c \ubb38\uc11c\ub97c \uccad\uc911\uc5d0\uac8c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \uae30\uc0ac\ub294 CEC\uc5d0\uc11c \ubc1c\ud589\ud55c \ubb38\uc11c\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uc2dc\ud558\uba70, \uc5ec\uae30\uc5d0\ub294 2024\ub144 \uc911\uad6d \uc804\ub825 \uc0b0\uc5c5 \uc5f0\uac04 \uac1c\ubc1c \ubcf4\uace0\uc11c\uc640 2023-2024\ub144 \uad6d\uac00 \uc804\uae30 \uacf5\uae09-\uc218\uc694 \uc0c1\ud669 \ubd84\uc11d \ubc0f \uc608\uce21 \ubcf4\uace0\uc11c\uac00 \ud3ec\ud568\ub418\uc5b4 \uc788\uc73c\uba70, \uad6c\ub9e4 \uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \uc911\uc694\ud55c \uc8fc\uc694 \uc22b\uc790\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uace0\uc11c\uc5d0\uc11c\ub294 \uc124\uce58 \uc6a9\ub7c9 \ubc0f \uc804\uae30 \uc0dd\uc131 \uad6c\uc870, 2024\ub144 CEC\uc5d0\uc11c \ubc1c\ud589\ud55c \uc608\uce21, \uc911\uad6d\uc758 \uc778\ud504\ub77c \ud22c\uc790 \ubc0f \uc774\ub7ec\ud55c \ubaa8\ub4e0 \uc218\uce58\uac00 \uac00\uaca9 \ubc0f \ub0a9\uae30 \uc870\uac74\uc5d0 \ubbf8\uce58\ub294 \uad00\ub828 \uc758\ubbf8\uc5d0 \ub300\ud55c \uc815\ubcf4\ub97c \ucc3e\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10686\" src=\"https:\/\/subian-electric.com\/wp-content\/uploads\/2026\/08\/China-Energy-Power-Development.webp\" alt=\"\" width=\"1448\" height=\"1086\" \/><\/p>\n<h2 id=\"the-two-reports\">\ub450 \ubcf4\uace0\uc11c: \uadf8\uac83\ub4e4\uc774 \ubb34\uc5c7\uc778\uc9c0 \ubc0f \ub204\uac00 \ubc1c\ud589\ud558\ub294\uc9c0<\/h2>\n<p>\ub9e4\ub144 CEC\ub294 \uc911\uad6d\uc5d0\uc11c \uac00\uc7a5 \ud070 \uc804\ub825 \uc0b0\uc5c5 \ud611\ud68c\ub85c\uc11c \ub450 \uac00\uc9c0 \uc8fc\uc694 \ubcf4\uace0\uc11c\ub97c \ubc1c\ud589\ud569\ub2c8\ub2e4. \uccab \ubc88\uc9f8\ub294 \uc911\uad6d \uc804\ub825 \uc0b0\uc5c5 \uc5f0\uac04 \uac1c\ubc1c \ubcf4\uace0\uc11c\ub85c, \uc5f0\uc911 \uc911\ubc18\uc5d0 \ubc1c\ud45c\ub429\ub2c8\ub2e4. \uc774 \ubcf4\uace0\uc11c\ub294 \uc774\uc804 \uc5f0\ub3c4\uc758 \ud1b5\uacc4\ub97c \uc694\uc57d\ud558\uba70, \uc124\uce58 \ubc0f \uc0dd\uc131 \uc6a9\ub7c9, \uc804\ub825\uc120 \uae38\uc774, \ubcc0\uc804\uc18c \uc6a9\ub7c9 \ubc0f \ud22c\uc790 \ud750\ub984\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. 2024\ub144\uc744 \uc704\ud55c \ucd5c\uc2e0 \ubcf4\uace0\uc11c\ub294 2024\ub144 7\uc6d4\uc5d0 \ubc1c\ud45c\ub418\uc5c8\uc73c\uba70, 2023\ub144\uc758 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc815\ubcf4\ub97c \ud3ec\ud568\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub450 \ubc88\uc9f8 \ubcf4\uace0\uc11c\ub294 \uad6d\uac00 \uc804\uae30 \uacf5\uae09-\uc218\uc694 \uc0c1\ud669 \ubd84\uc11d \ubc0f \uc608\uce21 \ubcf4\uace0\uc11c\uc785\ub2c8\ub2e4. \uc774 \ubcf4\uace0\uc11c\ub294 \ub9e4\ub144 1\uc6d4\uc5d0 \ubc1c\ud589\ub418\uba70, \ud5a5\ud6c4 \uba87 \ub144\uc5d0 \ub300\ud55c \uc608\uce21\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ucd5c\uc2e0 \ubcf4\uace0\uc11c\ub294 2024\ub144 1\uc6d4 30\uc77c\uc5d0 \ubc1c\ud45c\ub418\uc5c8\uc73c\uba70, \uc5ec\ub984\uacfc \uaca8\uc6b8\uc758 \uc804\uae30 \uc18c\ube44, \ucd94\uac00 \uc6a9\ub7c9 \ubc0f \uacf5\uae09-\uc218\uc694 \uade0\ud615\uc5d0 \ub300\ud55c \uc608\uce21\uc744 \ud3ec\ud568\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub450 \ubcf4\uace0\uc11c\ub97c \ud568\uaed8 \ubd84\uc11d\ud558\uba74 \uad6c\ub9e4\uc790\uac00 \ud544\uc694\ub85c \ud558\ub294 \uc0c1\uc138\ud55c \ud68c\uacc4 \ubc0f \ubbf8\ub798 \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<table>\n<thead>\n<tr>\n<th>\ubcf4\uace0\uc11c<\/th>\n<th>\ubc1c\ud589\uc790 \ubc0f \ub0a0\uc9dc<\/th>\n<th>\ub2e4\ub8e8\ub294 \ub0b4\uc6a9<\/th>\n<th>\uac00\uc7a5 \uc798 \uc0ac\uc6a9\ub418\ub294 \uc6a9\ub3c4<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>2024\ub144 \uc911\uad6d \uc804\ub825 \uc0b0\uc5c5 \uc5f0\uac04 \uac1c\ubc1c \ubcf4\uace0\uc11c<\/td>\n<td>CEC, 2024\ub144 7\uc6d4<\/td>\n<td>2023\ub144 \uc804\uccb4 \uc5f0\ub3c4 \uc6a9\ub7c9, \uc0dd\uc131, \uadf8\ub9ac\ub4dc, \ud22c\uc790<\/td>\n<td>\uc5ed\uc0ac\uc801 \uae30\uc900, \ucd94\uc138 \ud655\uc778<\/td>\n<\/tr>\n<tr>\n<td>2023-2024\ub144 \uad6d\uac00 \uc804\uae30 \uacf5\uae09-\uc218\uc694 \uc608\uce21 \ubcf4\uace0\uc11c<\/td>\n<td>CEC, 2024\ub144 1\uc6d4<\/td>\n<td>2023\ub144 \uac80\ud1a0 + 2024\ub144 \uc18c\ube44, \uc6a9\ub7c9, \uade0\ud615<\/td>\n<td>\ubbf8\ub798 \uacc4\ud68d, \uc218\uc694 \ud06c\uae30 \uc870\uc815<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"installed-capacity-2023\">2023\ub144 \uc124\uce58 \uc6a9\ub7c9: 2.9 TW \ubc0f \uacc4\uc18d \uc99d\uac00 \uc911<\/h2>\n<p>\uc5f0\ub840 \ubcf4\uace0\uc11c\uc5d0\uc11c \uac15\uc870\ub41c \uc8fc\uc694 \uc22b\uc790\ub294 2023\ub144 \ub9d0\uc5d0 \uc124\uce58\ub41c \ubc1c\uc804 \uc6a9\ub7c9\uc774 2,922 GW\ub85c, \uc804\ub144 \ub300\ube44 14.0% \uc99d\uac00\ud588\ub2e4\ub294 \uc810\uc774\ub2e4. \uc774\ub294 \uc911\uad6d\uc758 \uc778\uad6c 1\uc778\ub2f9 \uc57d 2.1 kW\uc5d0 \ud574\ub2f9\ud558\uba70, \uc911\uad6d\uc758 \uc124\uce58\ub41c \ubc1c\uc804 \uc6a9\ub7c9\uc774 1\uc778\ub2f9 2 kW\uc758 \uae30\uc900\uc744 \ucd08\uacfc\ud55c \uac83\uc740 \uc774\ubc88\uc774 \ucc98\uc74c\uc774\ub2e4. \ube44\uad50\ub97c \uc704\ud574, \uc911\uad6d\uc744 \uc81c\uc678\ud55c \uc804 \uc138\uacc4\uc758 \uc124\uce58 \uc6a9\ub7c9 \uc99d\uac00\ud3ed\uc740 \ud6e8\uc52c \uc791\uc558\uc73c\uba70, \uc774\ub294 \uc911\uad6d \ubcc0\uc555\uae30 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc804 \uc138\uacc4 \uc81c\uc870 \ucd9c\ub825\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\ub294 \uc774\uc720 \uc911 \ud558\ub098\uc774\ub2e4.<\/p>\n<table>\n<thead>\n<tr>\n<th>\ubc1c\uc804 \uc720\ud615<\/th>\n<th>\uc124\uce58 \uc6a9\ub7c9 (2023\ub144 \ub9d0 \uae30\uc900)<\/th>\n<th>\uc804\ub144 \ub300\ube44<\/th>\n<th>\ucd1d \ube44\uc728<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ucd1d\uacc4<\/td>\n<td>2,922 GW<\/td>\n<td>+14.0%<\/td>\n<td>100%<\/td>\n<\/tr>\n<tr>\n<td>\uc5f4\ubcd1\ud569 (\uc11d\ud0c4 \ud3ec\ud568)<\/td>\n<td>1,391 GW<\/td>\n<td>+4.2%<\/td>\n<td>47.6%<\/td>\n<\/tr>\n<tr>\n<td>\u2013 \uc11d\ud0c4<\/td>\n<td>1,165 GW<\/td>\n<td>+3.4%<\/td>\n<td>39.9%<\/td>\n<\/tr>\n<tr>\n<td>\uc218\ub825<\/td>\n<td>422 GW<\/td>\n<td>+2.0%<\/td>\n<td>14.5%<\/td>\n<\/tr>\n<tr>\n<td>\ud48d\ub825 (\uadf8\ub9ac\ub4dc \uc5f0\uacb0)<\/td>\n<td>441 GW<\/td>\n<td>+20.7%<\/td>\n<td>15.1%<\/td>\n<\/tr>\n<tr>\n<td>\ud0dc\uc591\uad11 PV (\uadf8\ub9ac\ub4dc \uc5f0\uacb0)<\/td>\n<td>610 GW<\/td>\n<td>+55.5%<\/td>\n<td>20.9%<\/td>\n<\/tr>\n<tr>\n<td>\uc6d0\uc790\ub825<\/td>\n<td>57 GW<\/td>\n<td>+2.4%<\/td>\n<td>1.9%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\ub450 \uac00\uc9c0 \ud1b5\uacc4\uc5d0 \uc9d1\uc911\ud558\ub294 \uac83\uc774 \uc911\uc694\ud558\ub2e4. \ud0dc\uc591\uad11\uacfc \ud48d\ub825\uc758 \uc870\ud569\uc73c\ub85c 1,050 GW\uc5d0 \ub3c4\ub2ec\ud558\uc5ec 1 TW\ub97c \ucd08\uacfc\ud588\ub2e4. \ud0dc\uc591\uad11 \uc2dc\uc2a4\ud15c\uc758 \uc218\ub294 1\ub144 \ub3d9\uc548 217 GW \uc99d\uac00\ud588\ub2e4. \uc704\uc758 \ubaa8\ub4e0 \ud48d\ub825 \ubc0f \ud0dc\uc591\uad11 \ubc1c\uc804\uc18c\ub294 \uc2b9\uc555 \ubcc0\uc555\uae30\uac00 \ud544\uc694\ud558\uba70, \ubaa8\ub4e0 \uc5f0\uacb0\uc5d0\ub294 \ud53c\ub354 \uc2a4\uc704\uce58\uae30\uc5b4\uac00 \ud544\uc694\ud558\ub2e4. \uadf8\ub798\uc11c \uc6b0\ub9ac\ub294 CEC\uc758 \uc7a5\ube44 \uc218\uc694 \uc9c0\ud45c\ub97c \uc804 \uc138\uacc4 \ubcc0\uc555\uae30 \uc8fc\ubb38\uc5d0 \ub300\ud55c \uc804\uccb4 \uc218\uc694\uc758 \ucc99\ub3c4\ub85c \uc0ac\uc6a9\ud560 \uc218 \uc788\ub2e4.<\/p>\n<h2 id=\"generation-mix\">\ubc1c\uc804 \ubbf9\uc2a4: \ud48d\ub825\uacfc \ud0dc\uc591\uad11\uc774 \uc131\uc7a5\uc758 \uc6d0\ub3d9\ub825<\/h2>\n<p>\uc124\uce58 \uc6a9\ub7c9\uc740 \uc911\uad6d\uc774 \ubb34\uc5c7\uc744 \uac74\uc124\ud558\uace0 \uc788\ub294\uc9c0\ub97c \uc54c\ub824\uc8fc\uace0, \ubc1c\uc804\ub7c9\uc740 \uc2dc\uc2a4\ud15c\uc774 \uc2e4\uc81c\ub85c \ubb34\uc5c7\uc744 \uc81c\uacf5\ud558\ub294\uc9c0\ub97c \uc54c\ub824\uc900\ub2e4. 2023\ub144 \ucd1d \ubc1c\uc804\ub7c9\uc740 9,456 TWh\ub85c, 6.9% \uc99d\uac00\ud588\uc73c\uba70, \uadf8 \uc131\uc7a5\uc758 \ud615\ud0dc\ub294 \uc5d0\ub108\uc9c0 \uc804\ud658\uc758 \uc774\uc57c\uae30\ub97c \ud558\ub098\uc758 \ud45c\ub85c \ubcf4\uc5ec\uc900\ub2e4.<\/p>\n<table>\n<thead>\n<tr>\n<th>\ubc1c\uc804 \uc720\ud615<\/th>\n<th>2023\ub144 \ucd9c\ub825 (TWh)<\/th>\n<th>\uc804\ub144 \ub300\ube44<\/th>\n<th>\ucd1d \ube44\uc728<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ucd1d\uacc4<\/td>\n<td>9,456<\/td>\n<td>+6.9%<\/td>\n<td>100%<\/td>\n<\/tr>\n<tr>\n<td>\uc5f4\ubcd1\ud569<\/td>\n<td>6,266<\/td>\n<td>+6.4%<\/td>\n<td>66.3%<\/td>\n<\/tr>\n<tr>\n<td>\uc218\ub825<\/td>\n<td>1,286<\/td>\n<td>-4.9%<\/td>\n<td>13.6%<\/td>\n<\/tr>\n<tr>\n<td>\ud48d\ub825<\/td>\n<td>886<\/td>\n<td>+16.2%<\/td>\n<td>9.4%<\/td>\n<\/tr>\n<tr>\n<td>\ud0dc\uc591\uad11<\/td>\n<td>584<\/td>\n<td>+36.7%<\/td>\n<td>6.2%<\/td>\n<\/tr>\n<tr>\n<td>\uc6d0\uc790\ub825<\/td>\n<td>435<\/td>\n<td>+4.1%<\/td>\n<td>4.6%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\ud48d\ub825\uacfc \ud0dc\uc591\uad11\uc758 \uc870\ud569\uc740 \ucd1d \uc5d0\ub108\uc9c0 \ucd9c\ub825\uc744 280 TWh \uc99d\uac00\uc2dc\ucf30\uc73c\uba70, \uc774\ub294 \uc804\uccb4 \uc5d0\ub108\uc9c0 \ubc1c\uc804 \uc99d\uac00\uc758 46.1%\uc5d0 \ud574\ub2f9\ud55c\ub2e4. \uadf8\ub7ec\ub098 \uc5f4\ubcd1\ud569\uc740 \uc5ec\uc804\ud788 \uad6d\uac00\uc758 \uc804\uccb4 \uc804\ub825 \uc0dd\uc0b0\uc5d0\uc11c 66%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc11d\ud0c4\uc740 \uc5ec\uc804\ud788 \uc2e0\ub8b0\ud560 \uc218 \uc788\uace0 \uc774\uc6a9 \uac00\ub2a5\ud55c \uc5d0\ub108\uc9c0\uc6d0\uc774\ub2e4. \uc7ac\uc0dd \uac00\ub2a5 \uc5d0\ub108\uc9c0\uac00 \uc131\uc7a5\ud558\ub294 \ub3c5\ud2b9\ud55c \uc0c1\ud669\uc5d0\uc11c \uc11d\ud0c4\uc5d0 \uc758\uc874\ud558\ub294 \uc774\uc720\ub294 \uc911\uad6d\uc774 \uc7ac\uc0dd \uac00\ub2a5 \uc5d0\ub108\uc9c0\uc6d0\uc5d0\uc11c \uc791\ub3d9\ud558\ub294 \ud604\ub300 \ubcc0\uc555\uae30\uc640 \uc804\ud1b5\uc801\uc778 \uc5f4\ubcd1\ud569 \ubc1c\uc804 \uc2dc\uc124\uc744 \ub3d9\uc2dc\uc5d0 \uc0ac\uc6a9\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc774\ub2e4.<\/p>\n<h2 id=\"non-fossil-50\">\ube44\ud654\uc11d \uc5f0\ub8cc \ube44\uc728 50% \ucd08\uacfc: \uad6c\uc870\uc801 \ubcc0\ud654<\/h2>\n<p>2023\ub144 \ucc98\uc74c\uc73c\ub85c \ube44\ud654\uc11d \uc5f0\ub8cc\ub294 \uc911\uad6d\uc758 \ucd1d \uc124\uce58 \uc6a9\ub7c9\uc758 50% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70, \uc774\ub294 53.9%\uc5d0 \ud574\ub2f9\ud55c\ub2e4. CEC\ub294 \uc774\uac83\uc774 2030\ub144 \uc774\uc804\uc758 \ud0c4\uc18c \ubc30\ucd9c \uc815\uc810 \ubaa9\ud45c\uc640 2060\ub144\uae4c\uc9c0 \ud0c4\uc18c \uc911\ub9bd \ub2ec\uc131\uacfc \uad00\ub828\uc774 \uc788\ub2e4\uace0 \ubbff\uace0 \uc788\ub2e4. \uc6a9\ub7c9 \uc218\uc694 \uce21\uba74\uc5d0\uc11c \uc124\uba85\uc740 \uba85\ud655\ud558\ub2e4: \ube44\ud654\uc11d \uc6d0\ucc9c\uc5d0\uc11c\uc758 1% \uc131\uc7a5\uc740 \uadf8\ub9ac\ub4dc \uc0c1\ud638 \uc5f0\uacb0\uc758 \ub354 \ub9ce\uc740 \uc6a9\ub7c9, \ub354 \ub9ce\uc740 \ubb34\ud6a8 \uc804\ub825 \ubcf4\uc0c1, \uadf8\ub9ac\uace0 \uae30\uc874 \uc5d0\ub108\uc9c0\uc758 \ub3d9\ub4f1\ud55c \uc131\uc7a5\ubcf4\ub2e4 \ub354 \ub9ce\uc740 \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc744 \uc758\ubbf8\ud55c\ub2e4.<\/p>\n<p>\uc0c1\ud669\uc744 \ub354 \uc798 \uc774\ud574\ud558\ub294 \uacfc\uc815\uc740 \ub450 \uac00\uc9c0 \ucd94\uac00 \uc0ac\ud56d\uc5d0 \uc758\ud574 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uccab\uc9f8, \uc804\uccb4 \uc124\uce58 \uc6a9\ub7c9\uc5d0\uc11c \uc11d\ud0c4\uc758 \ube44\uc728\uc774 39.9%\ub85c \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, 2023\ub144\uc5d0\ub294 \ud0dc\uc591\uad11 \ubc1c\uc804\uc18c\uac00 \ub2e8 1286\uc2dc\uac04\ub9cc \uc0ac\uc6a9\ub418\uc5c8\uc73c\uba70, \uc774\ub294 \uc911\uad6d\uc758 \uc77c\ubd80 \uc9c0\uc5ed\uc5d0\uc11c \uc804\ub825 \uc81c\ud55c \uc555\ub825\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc74c\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \uc704\uc5d0\uc11c \uc5b8\uae09\ud55c \uc0ac\uc2e4\uc744 \uace0\ub824\ud560 \ub54c, CEC\ub294 \ubc30\uc804\uc120\uc758 \uadf8\ub9ac\ub4dc \uc5f0\uacb0\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uc9d1\uc911\ud558\uae30\ub85c \uacb0\uc815\ud588\uc73c\uba70, 110 kV \uc774\ud558 \ub124\ud2b8\uc6cc\ud06c \ubd84\uc57c\uc5d0\uc11c \uc804\ub825\ub9dd\uc5d0 \ub300\ud55c \uc57d 55%\uc758 \uc9c0\ucd9c\uc774 \ud560\ub2f9\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<h2 id=\"2024-forecast\">2024\ub144 \uc804\ub9dd: \uc5f0\ub9d0\uae4c\uc9c0 3.25 TW<\/h2>\n<p>The forecast report published in January 2024 anticipated that China will achieve more than 3,250 GW in terms of installed energy capacity by the end of 2024, representing a 12% increase, while more than 300 GW of new projects will also be commissioned \u2013 more than 200 GW of which will be renewable resources. The projection shows that the share of non-fossil energy in the energy mix is expected to reach approximately 57%, wind energy to stand at 530 GW, while solar energy will be accomplishing the 780 GW mark, when both sources will be able to surpass the total capacity of coal energies.<\/p>\n<table>\n<thead>\n<tr>\n<th>Metric<\/th>\n<th>2023 Actual<\/th>\n<th>2024 Forecast (CEC)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Total installed capacity<\/td>\n<td>2,922 GW<\/td>\n<td>~3,250 GW<\/td>\n<\/tr>\n<tr>\n<td>Non-fossil share<\/td>\n<td>53.9%<\/td>\n<td>~57%<\/td>\n<\/tr>\n<tr>\n<td>Wind installed<\/td>\n<td>441 GW<\/td>\n<td>~530 GW<\/td>\n<\/tr>\n<tr>\n<td>Solar installed<\/td>\n<td>610 GW<\/td>\n<td>~780 GW<\/td>\n<\/tr>\n<tr>\n<td>Electricity consumption<\/td>\n<td>9.22 trillion kWh<\/td>\n<td>~9.8 trillion kWh (+6%)<\/td>\n<\/tr>\n<tr>\n<td>Peak load<\/td>\n<td>1.345 billion kW<\/td>\n<td>~1.45 billion kW<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The important data for purchasers of equipment is the energy consumption, which amounted to roughly 9.8 trillion kWh, an increase of 6%. This growth has been linked to high-tech manufacturing industries, EV charging facilities (which have grown by 78.1% year-on-year), and solar power or battery manufacturing plants. Therefore, if energy consumption rises by 6%, then the growth in distribution capacity should not be less than that, and the order book for transformers should include that growth in capacity.<\/p>\n<h2 id=\"grid-investment\">Grid Investment and the Transformer Demand Engine<\/h2>\n<p>Both reports concur on the acceleration of grid investments. In 2023, major power companies collectively invested RMB 1,550.2 billion, an increase of 24.7%. Power generation investments were RMB 1,022.5 billion, while grid construction investments were RMB 527.7 billion, an increase of 5.4%. The transmission infrastructure followed the trends: 919,667 km of lines with voltage of 220 kV and above and 5,424 GVA transformer capacity with the voltage of 220 kV and above, the latter increasing by 5.7%.<\/p>\n<table>\n<thead>\n<tr>\n<th>Grid Metric (end-2023)<\/th>\n<th>\uac12<\/th>\n<th>\uc804\ub144 \ub300\ube44<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>220 kV+ transmission lines<\/td>\n<td>919,667 km<\/td>\n<td>+4.6%<\/td>\n<\/tr>\n<tr>\n<td>220 kV+ transformer capacity<\/td>\n<td>5,424 GVA<\/td>\n<td>+5.7%<\/td>\n<\/tr>\n<tr>\n<td>Cross-region power transfer<\/td>\n<td>849.7 TWh<\/td>\n<td>+9.7%<\/td>\n<\/tr>\n<tr>\n<td>Grid construction investment<\/td>\n<td>RMB 527.7 billion<\/td>\n<td>+5.4%<\/td>\n<\/tr>\n<tr>\n<td>Share of grid spend at 110 kV and below<\/td>\n<td>55%<\/td>\n<td>-<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The 5.7% increase in the transformer capacity of 220 kV and above means a clear signal to the buyers of heavyweight transformers. The 55% of the weighting in favor of 110 kV and below signifies the demand for the distribution transformers. Investments in the distribution sector in the utility business in China are high to integrate distributed solar and electrical vehicle charging loads and in this segment there is still manufacturing capacity available.<\/p>\n<h2 id=\"buyer-implications\">What These Numbers Mean for Transformer Buyers<\/h2>\n<p>The reports analyzed from a procurement viewpoint yield five key conclusions:<\/p>\n<p>Continued high demand until 2025. It is estimated that demand in 2024 will exceed 300 GW of installed capacity, meaning good news for continuous production of step-up transformers, medium-voltage (MV) and low-voltage (LV) switchgear, and equipment for integration of energy storage technologies.<br \/>\nDistribution transformers wins in the volume competition. With over 55% of investments targeting grids already built with voltage levels below 110 kV, distribution transformers, mainly units with power from 100 kVA to 2,500 kVA, in both oil-immersed and dry-type versions, are unlikely to experience a decline in demand at least till 2025.<br \/>\nCapacity constraints impact large power transformers. With the installed base amounting to 5,424 GVA and expected annual growth at 5.7%, high-voltage transformers have tight productions slots.<br \/>\nEnergy storage calls for new specifications. With batteries being integrated into systems, bidirectional power flow requires transformers with new efficiency requirements and better overload characteristics.<br \/>\nPrices are characterized by structural rather than cyclical pressure. Combined with copper prices and costs of special steel types, tight order books prevent prices from falling below some levels.<\/p>\n<p>In order to budget realistically, one should take into consideration current FOB China prices ranging from $2,500 to $5,000 for a 100 kVA oil-immersed distribution transformer, from $8,000 to $15,000 for a 315 kVA unit, and from $15,000 to $30,000 for a 1,000 kVA transformer. Dry-type transformers are priced for 20-35% higher than oil-immersed units, while expected production lead times range from 8 to 16 weeks for a standard transformer and from 20 to 40 weeks for a power transformer with the voltage above 110 kV, depending on a factory load.<\/p>\n<h2 id=\"global-impact\">Global Impact: Prices, Lead Times, and Energy Storage<\/h2>\n<p>China\u2019s production of transformers accounts for about two-thirds of all transformers produced, which ensures that the domestic construction will have great impact on the global market. The marketplace reported that the situation coincided with the data in the publication of CEC including rising prices for grain-oriented silicon steel, full-capacity production lines, and stressed deadlines for big devices.<\/p>\n<p>As for the second impact on electricity storage system in connection to record growth of solar energy in China, the signs indicate that it is necessary to have a system that would use additional energy in the midday. In turn, all battery energy storage systems have their individual LV and MV interface transformer which should meet the special requirements related to bi-directionality of operations.<\/p>\n<h2 id=\"manufacturers\">Manufacturers Supplying the Buildout<\/h2>\n<p>Business enterprises that are benefitting from the demand divide themselves into the usual levels of importance. Companies renowned across the globe as Hitachi Energy, Siemens, and ABB are engaged in manufacturing high-end transformers with high qualifications of tests and expertise in their engineering projects. In the meantime, Schneider Electric is active in the low-voltage transformers and digital networks. Most of the products are manufactured in China, e.g. TBEA, Baoding Tianwei, and China XD Group, whose production is directed to the domestic market and exports and is based on high productivity rates.<\/p>\n<table>\n<thead>\n<tr>\n<th>Manufacturer<\/th>\n<th>\uac15\uc810<\/th>\n<th>Typical Product Range<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ud788\ud0c0\uce58 \uc5d0\ub108\uc9c0<\/td>\n<td>High-voltage, HVDC, premium power transformers<\/td>\n<td>40-500 MVA, up to 800 kV class<\/td>\n<\/tr>\n<tr>\n<td>\uc9c0\uba58\uc2a4<\/td>\n<td>Global service network, digital transformers<\/td>\n<td>Distribution to 500 MVA class<\/td>\n<\/tr>\n<tr>\n<td>ABB<\/td>\n<td>Broad LV\/MV portfolio, automation integration<\/td>\n<td>Distribution, pad-mounted, dry-type<\/td>\n<\/tr>\n<tr>\n<td>\uc288\ub098\uc774\ub354 \uc77c\ub809\ud2b8\ub9ad<\/td>\n<td>LV switchgear, EcoStruxure digital platform<\/td>\n<td>Distribution transformers, LV assemblies<\/td>\n<\/tr>\n<tr>\n<td>TBEA<\/td>\n<td>Large power transformers, export volume<\/td>\n<td>Up to 1,000 kV class<\/td>\n<\/tr>\n<tr>\n<td>\uc7a5\uc464 \uc218\ube44\uc548 \uc804\ub825<\/td>\n<td>IEC 60076-certified, competitive pricing, flexible lead times<\/td>\n<td>50 kVA-40 MVA, oil-immersed and dry-type<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The gap is filled by the mid-tier Chinese producers for those importers who require IEC 60076 certified units and associated test documentation but cannot afford to pay premium prices charged by the leading global players. Jiangsu Subian Electric Power Company is an example of such producer registered in Jiangsu Province, exporting transformers to Asia, Africa, the Middle East and Latin America. The company supplies distribution and medium power transformers with clear specifications of components in a time frame of 8-16 weeks.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10687\" src=\"https:\/\/subian-electric.com\/wp-content\/uploads\/2026\/08\/The-Two-CEC-Reports-That-Matter.webp\" alt=\"\" width=\"1448\" height=\"1086\" \/><\/p>\n<h2 id=\"faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n<h3>What were China&#8217;s installed capacity and generation in 2023?<\/h3>\n<p>China ended 2023 with 2,922 GW of installed capacity, up 14.0%, and generated 9,456 TWh of electricity, up 6.9%. Non-fossil capacity reached 53.9% of the total for the first time, and wind plus solar hit 1,050 GW combined. Electricity consumption was 9.22 trillion kWh, up 6.7%.<\/p>\n<h3>How fast is China adding solar and wind capacity?<\/h3>\n<p>Solar added a record 217 GW in 2023, up 55.5% to 610 GW, while wind grew 20.7% to 441 GW. The CEC expects another 200+ GW of new energy capacity in 2024, taking wind to about 530 GW and solar to about 780 GW by year-end, at which point wind plus solar exceeds coal in installed terms.<\/p>\n<h3>What do these reports mean for transformer prices and lead times?<\/h3>\n<p>The sustained buildout keeps manufacturing capacity tight. Budget $2,500-$5,000 for a 100 kVA distribution transformer and $15,000-$30,000 for 1,000 kVA FOB China, with 8-16 week lead times for standard units. 110 kV-class power transformers run longer, typically 20-40 weeks, because of crowded high-voltage production slots.<\/p>\n<h3>Why does grid investment matter for energy storage projects?<\/h3>\n<p>China&#8217;s grid operators spent RMB 527.7 billion in 2023, with 55% going to the 110 kV and below distribution network, partly to integrate distributed solar, EV charging (up 78.1%), and battery storage. Storage projects need transformers rated for bidirectional flow, wider tap ranges, and harmonic tolerance, and they are among the fastest-growing procurement categories.<\/p>\n<h3>Is China still expanding coal power?<\/h3>\n<p>Yes, but slowly. Coal capacity reached 1,165 GW in 2023, up just 3.4%, and its share fell below 40% for the first time. Coal still produced nearly 60% of generation in 2023, so it remains the reliability backbone while non-fossil capacity grows, but every successive year shifts the balance further toward renewables.<\/p>\n<h2 id=\"references\">\ucc38\uace0 \ubb38\ud5cc<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.cec.org.cn\/\" target=\"_blank\" rel=\"noopener nofollow\">China Electricity Council (CEC)<\/a> &#8211; Publisher of the China Electric Power Industry Annual Development Report 2024 and the 2023-2024 supply-demand forecast, source of all capacity and generation statistics above.<\/li>\n<li><a href=\"https:\/\/www.nea.gov.cn\/\" target=\"_blank\" rel=\"noopener nofollow\">National Energy Administration (NEA)<\/a> &#8211; China&#8217;s energy regulator, publishing the underlying monthly and annual statistics on installed capacity and generation.<\/li>\n<li><a href=\"https:\/\/www.iea.org\/reports\/electricity-2024\" target=\"_blank\" rel=\"noopener nofollow\">IEA Electricity 2024<\/a> &#8211; Independent analysis and forecast of global electricity demand, renewables, and grid investment, useful for cross-checking CEC data.<\/li>\n<li><a href=\"https:\/\/www.iea.org\/countries\/china\" target=\"_blank\" rel=\"noopener nofollow\">IEA: China country profile<\/a> &#8211; International context on China&#8217;s energy transition and its share of global power equipment manufacturing.<\/li>\n<li><a href=\"https:\/\/webstore.iec.ch\/en\/publication\/2688\" target=\"_blank\" rel=\"noopener nofollow\">IEC 60076-1: Power transformers &#8211; General<\/a> &#8211; The international standard against which transformers supplied to the Chinese buildout and export markets are type tested.<\/li>\n<li><a href=\"https:\/\/www.energyinst.org\/statistical-review\" target=\"_blank\" rel=\"noopener nofollow\">Energy Institute Statistical Review of World Energy<\/a> &#8211; Global energy data including China&#8217;s generation mix, for cross-market comparison.<\/li>\n<li><a href=\"https:\/\/subian-electric.com\/ko\/\" target=\"_blank\" rel=\"noopener\">\uc7a5\uc464 \uc218\ube44\uc548 \uc804\ub825<\/a> &#8211; IEC 60076-certified Chinese transformer manufacturer supplying distribution and power transformers to international buyers.<\/li>\n<\/ul>\n<h2 id=\"conclusion\">\uacb0\ub860<\/h2>\n<p>Both CEC reports provide an account that reconciles all the changes taking place in the economic and industrial spheres of China. According to these reports, China added 2,922 MW till the end of 2023, and expect the number to reach 3,250 MW by the end of 2024, while the share of renewable sources for the first time has exceeded 50% of the entire power generation structure. Wind and solar energy and the system responsible for their connection is the driving power behind transformers, power gear, and electricity storage machines that create energy supply infrastructure and, consequently, lead demand for purchases to all countries looking for transformers and power station switches.<\/p>\n<p>As for the effective recommendations for clients, they can be straightforward. It is necessary to determine the costs of transformers that producers are ready to sell in China, which go from $2,500 for 100 kVA to $15,000 and above for 1,000 kVA. Moreover, the company must impose restrictions on the suppliers that have certification documents on their products and deliveries schedule. Jiangsu Subian Electric Power is one of the suppliers of IEC 60076-certified transformers with warranties providing transparency in specifications of its machines.<\/p>","protected":false},"excerpt":{"rendered":"<p>An individual in a manager position dealing with procurement in Lagos faces an important decision regarding signing an agreement for distribution transformers that lasts for the next two years. Moreover, a professional from Jakarta makes similar decision about purchasing a substation equipment. Both employees receive the same piece of information that China is increasing its [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":10686,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[77],"tags":[],"class_list":["post-10682","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"blocksy_meta":[],"acf":[],"_links":{"self":[{"href":"https:\/\/subian-electric.com\/ko\/wp-json\/wp\/v2\/posts\/10682","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/subian-electric.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/subian-electric.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/subian-electric.com\/ko\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/subian-electric.com\/ko\/wp-json\/wp\/v2\/comments?post=10682"}],"version-history":[{"count":3,"href":"https:\/\/subian-electric.com\/ko\/wp-json\/wp\/v2\/posts\/10682\/revisions"}],"predecessor-version":[{"id":11110,"href":"https:\/\/subian-electric.com\/ko\/wp-json\/wp\/v2\/posts\/10682\/revisions\/11110"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/subian-electric.com\/ko\/wp-json\/wp\/v2\/media\/10686"}],"wp:attachment":[{"href":"https:\/\/subian-electric.com\/ko\/wp-json\/wp\/v2\/media?parent=10682"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/subian-electric.com\/ko\/wp-json\/wp\/v2\/categories?post=10682"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/subian-electric.com\/ko\/wp-json\/wp\/v2\/tags?post=10682"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}