On May 25, 2026, the National Energy Administration released statistical data on the national power industry from January to April 2026. The total installed capacity of China's power generation reached 3.99 billion kilowatts, including 1.25 billion kilowatts of solar power and 660 million kilowatts of wind power. The total proportion of new energy increased to 47.9%, approaching half of the country. Against the backdrop of AI computing power centers becoming new power consumers, the promotion of green power direct connection and computing power synergy policies is making massive new energy an important support for cost reduction and efficiency improvement in the digital economy.

Electricity installed capacity data released on May 25, 2026

As of the end of April 2026, China's installed power generation capacity was 3.99 billion kilowatts, a year-on-year increase of 14.2%; The installed capacity of solar power generation is 1.25 billion kilowatts, and the installed capacity of wind power is 660 million kilowatts, totaling 1.91 billion kilowatts, accounting for 47.9% of the total installed capacity; The proportion of thermal power has decreased to 39.0%, and the pace of energy structure transformation has significantly accelerated.

The supporting role of high proportion of new energy in the digital economy

The annual power consumption of AI computing centers accounts for about 2.5% of the total electricity consumption in society, with an annual increase of 15% to 20%. In May 2026, the National Development and Reform Commission and other departments issued a document to promote the coordination of computing and electricity, encourage the integrated construction of new energy storage and computing power centers, and ensure stable supply of green electricity through ultra-high voltage direct connection and grid type energy storage. Keywords: strategic news and information, green power direct connection, AI computing power

The significance of green power direct connection in reducing costs and increasing efficiency for the computing power center

The cost of photovoltaic and wind power per kilowatt hour has been lower than that of thermal power in some areas, and large-scale computing power centers can save hundreds of millions of yuan in annual electricity bills by operating with full green power; AI can also contribute to the prediction of new energy generation and improve consumption rates, forming a two-way empowerment to assist in the green and low-carbon transformation of the digital economy under the dual carbon goal.Editor/Gao Xue