PPT:全球电力发展转型报告2025全球电力发展转型报告2025Global Electricity Development andTransition Report 2025全球能源互联网发展合作组织GEIDCO2025年9月September,20251.研究背景与目的/Background and Purpose全球能原互联网发展合作组织近年来，全球能源转型已由“全球共识”走向“全球行动”。电力作为清洁能源转换和利用的重要形式，在各国经济发展和能源转型过程中发挥的作用愈发关键。全球能源互联网发展合作组织围绕发展和转型两条主线，从电力“源、网、荷、储”四个纵向环节和技术、投资、市场电价、国际合作四个横向板块系统分析和呈现了2024年全球电力发展全貌，并针对当前热点进行了专题分析，形成了面向全球电力发展的观点洞察和趋势判断。In recent years,global energy transition has evolved from consensus to actions.Electricity,emerging asthe pivotal medium for clean energy conversion and utilization,is playing an increasingly critical role innational economic development and energy transition.Focused on the dual themes of development andtransition,GEIDCO analyses the 2024 global electricity landscape through electricity consumption,supply,grid,and storage,as well as technology innovations,investment,market and prices and internationalcooperations.It further conducts in-depth thematic analysis on current spotlight topics,providing actionableinsights for global electricity development.2.全球概述/Global Overview近五年来，在经济发展、能源转型和技术创新的共同驱动下，全球电力发展呈现“能源消费电气化、电力生产清洁化、电力配置广域化、系统运行数智化”趋势。2024年，四大趋势更加凸显Over the past five years,the global electricity development manifests four major trends:electrification of energy consumption,cleanelectricity generation,wide-area electricity allocation,and digital-intelligent system operation.In 2024,these four major trendsbecame even more pronounced能源消费电气化/Electrification of energy consumption全球终端用电量超过27万亿千瓦时，增长约4%。Global final electricity consumption reached more than 27 PWh,growing approx.by 4%全球电力消费增速高于能源消费增速（约2%）和经济增速(2.8%),电气化率达到约20%。Global electricity consumption growth rate is higher than that of energyconsumption (~2%)and economy (~2.8%).The electrification rate052016201720182019reached around 20%ndustrial工业用电仍是电力消费主导(44%)，交通用电增速较高(8.9%)Industrial electricity consumption still dominates the global total (44%),增速/Growth Rate-增速趋势/Growth trend全球终端用电量及其增速变化Global final electricity consumption and growth rates2.全球概述/Global Overview全球能源互联网发展合作组织近五年来，在经济发展、能源转型和技术创新的共同驱动下，全球电力发展呈现“能源消费电气化、电力生产清洁化、电力配置广域化、系统运行数智化”趋势。2024年，四大趋势更加凸显。Over the past five years,the global electricity development manifests four major trends:electrification of energy consumption,cleanelectricity generation,wide-area electricity allocation,and digital-intelligent system operation.In 2024,these four major trendsbecame even more pronounced.电力生产清洁化/Clean electricity generation。全球清洁能源装机占比超过50%、发电量占比超过40%，电源1000结构清洁转型进入关键期。800The share of clean energy reached more than 50%in global installedcapacity,more than 40%in global generation.4风光新能源装机规模达到30亿干瓦新高，保持超过20%的高速3030%增长。同步带动储能装机增长至2.9亿千瓦。10%Installed capacity of new energy(wind/solar)reached 3 TW with rapid20152017201820192020202120222D232024growth of 20%.Capacity of energy storage increased to 290 GW.电力碳排放强度实现近十年最大降幅(3%)。生物质及其他/Bio&othersElectricity emission intensity gained the largest reduction (3%)in the全球电源装机组成及清洁能源占比last decade.Global installed capacity and share of clean energy