NDRC and the NEA issued the Renewable Energy Development 15th Five‑Year Plan. Key 2030 targets: renewable energy consumption ~1.8 bln tonnes standard coal equivalent (tce); total renewable power installed capacity about 3,500 GW and annual generation about 6 trillion kWh. Wind and solar installed capacity to exceed 2,800 GW (over 50% of capacity) with annual generation above 4 trillion kWh, accounting for ~30% of power generation. Non‑power renewable use to expand 1.5x versus 2025 to roughly 150

2026-07-23

NDRC and the NEA issued the Renewable Energy Development 15th Five‑Year Plan. Key 2030 targets: renewable energy consumption ~1.8 bln tonnes standard coal equivalent (tce); total renewable power installed capacity about 3,500 GW and annual generation about 6 trillion kWh. Wind and solar installed capacity to exceed 2,800 GW (over 50% of capacity) with annual generation above 4 trillion kWh, accounting for ~30% of power generation. Non‑power renewable use to expand 1.5x versus 2025 to roughly 150 mln tce. Reliability targets: nationwide average firm output (capacity credit) for wind and PV, including source‑side co‑located storage, to reach ~8% overall (wind ~11%, PV ~6%); wind+PV (with co‑located storage) to supply over 20% of electricity during summer and winter evening peaks, up about 10 percentage points. During the 15th Five‑Year period, add more than 300 GW of reliable peak renewable capacity.

其他消息
2026-07-23

Zhangzhou Maritime Safety Administration posted on the China Maritime Safety Administration website a navigation warning banning entry to parts of the Taiwan Strait for live-fire exercises from July 23 06:00–18:00 and July 24 06:00–18:00.

2026-07-23

Markets expect the ECB to hold in July, with most banks seeing September as the next likely tightening opportunity and policymakers retaining communication flexibility rather than explicit forward guidance. Commerzbank, Société Générale, ING, Daiwa, TD Securities, Danske and others forecast a July hold; ING and some banks warn a surprise hike cannot be ruled out but expect hawkish signalling, while statements will likely avoid preset paths. Deutsche Bank still models a second and final 25bp hike