China's renewable energy strategy has shifted its core focus from mere capacity expansion to efficient consumption and application.

• New Targets: The National Development and Reform Commission (NDRC) has set a clear goal: renewable energy consumption must reach 1 billion tons of standard coal by 2025 and 1.5 billion tons by 2030 [Source].
• Infrastructure Upgrade: The policy emphasizes modernizing grids and integrating green energy into industry, transport, and buildings, signaling massive opportunities for electrification and green hydrogen.
• Tax Reform: The phasing out of export tax rebates for solar products starting April 2026 will push manufacturers to upgrade technology and optimize global supply chains[Source].

The market momentum for 2025-2026 remains robust, driven by unprecedented capital injection.

• Historic Investment: State Grid Corporation of China (SGCC) saw fixed asset investments exceed RMB 650 billion in 2025—a historic high—prioritizing Ultra-High Voltage (UHV) and distribution network upgrades[Source].
• Surging Trade: Inter-provincial electricity trading hit 1.67 trillion kWh (+10% YoY). Notably, market-based transactions for new energy exceeded 1 trillion kWh for the first time, accounting for 57% of the total[Source].

Technological innovation is now the primary solution for renewable integration challenges.

• AI Dominance: Industry analysis suggests China’s robust power infrastructure will be a decisive advantage in the global AI compute race. Domestically, SGCC’s "AI Guangming Big Model" is setting new standards for smart city energy management[Source].
• Grid Stability: Researchers have successfully tackled the "broadband oscillation" challenge in large-scale renewable integration, ensuring stability for high-penetration green grids[Source].
• UHV Breakthroughs: The successful operation of multiple 800kV flexible DC projects (e.g., Longdong-Shandong) marks a new era in transmitting desert-based renewables to demand centers.

• Supply Chain Centrality: Recent pauses in battery manufacturing plans by global players like Reliance Industries due to technology access issues highlight China’s indispensable role in the clean energy supply chain[Source].
• Going Global: Leading manufacturers such as Farady Electric are expanding their footprint at major international events like IEEE PES, showcasing Chinese innovation to the world[Source].。
• ESG Focus: Major players like China Shenhua and State Grid are intensifying their ESG strategies, proving that green sustainability is now a core corporate pillar[Source].