
The Zhitong Finance App learned that China's new energy development has taken solid steps. According to data from the National Energy Administration, wind power and solar power generation added about 170 million kilowatts of installed capacity. By the end of September 2026, the cumulative installed capacity of wind power and solar power reached 2.01 billion kilowatts. Among them, the installed capacity of solar power generation was 1.31 billion kilowatts, an increase of 16.5% year on year; wind power installed capacity was 70 million kilowatts, an increase of 20.4% year on year.
The rapid development of new energy sources has played an irreplaceable role in the energy sector:
First, it has become a major force driving the energy transition. From January to September of this year, wind power generation was 193.3 billion kilowatt-hours, an increase of 193.7 billion kilowatt-hours over the same period last year. The increase in wind power generation accounted for 64% of the new electricity consumption of the whole society, and the carbon reduction benefits of large-scale replacement of traditional fossil energy from new energy sources continued to be released.
Second, it has become a key support for ensuring energy security. The leapfrog development of new energy sources has effectively raised the level of intrinsic energy security, helping China to calmly cope with the global energy crisis. On the peak summer load day this year, the maximum output of the afternoon scenery accounted for more than 40% of the total load at the time, ensuring that the peak power supply in the afternoon was basically reliable.
Third, it has become an important engine driving energy investment. From large bases to distributed ones, from onshore to offshore, the new energy industry has a long chain, wide driving range, and high technology intensity. It has always been a key driving force for investment in the energy sector. From January to September of this year, the country's completed investment in wind power and solar power generation accounted for about one-third of the total investment in the energy sector.
In the next step, the National Energy Administration will anchor a new round of nationally owned contribution goals, focus on solving outstanding phased issues, create a favorable development environment, and continue to promote high-quality development of new energy sources.
This article was selected from the “National Energy Administration” official account, Zhitong Finance Editor: Jiang Yuanhua.