Energy · 1.10

Wind & Solar Power

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+13weighted per event

Average gross impact13absolute weighted average

Events13same period

Confidence74%model average

Raw intensity55before weighting

Previous period+14net impact

Gross change-3%

Diffusion speed1.9 / day

Concentration12%

Direction disagreement200%

Source independence100%11 sources

IMPACT TREND

7-day effective impact

Positive 13 · Negative 0 · Mixed 0

+180-18

+12

28 Jul, 003 events

28 Jul, 143 events

29 Jul, 042 events

29 Jul, 182 events

30 Jul, 081 event

30 Jul, 221 event

31 Jul, 120 events

1 Aug, 020 events

1 Aug, 160 events

2 Aug, 060 events

2 Aug, 200 events

+18

3 Aug, 101 event

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term9%15 cumulative effective impact

Medium term84%144 cumulative effective impact

Long term7%13 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 2 · 13 events

Macro7

Macro3 Aug, 16:46positive

NDRC and NEA Issue 15th Five-Year Power Plan for Coal-Fired Flexibility Retrofits and New Energy Integration

China's National Development and Reform Commission and National Energy Administration have issued the 15th Five-Year Plan for Building a New-Type Power System, requiring existing coal-fired units to undergo wide-load high-efficiency retrofits and limiting the coal consumption increase under low-load operation to within 25%. The plan supports coal power and new energy integration projects, and calls for flexibility retrofits of all eligible existing units by 2030. Combined heat and power units must achieve minimum power output below 40%, with heat-power decoupling encouraged to maintain stable heating.

Effective: +38
Intensity: 60
Confidence: 80%
Horizon: Medium term

Macro30 Jul, 08:00positive

National Energy Administration: Energy Investment in 15th Five-Year Plan to Exceed 20 Trillion Yuan

The National Energy Administration announced that during the 15th Five-Year Plan period (2026-2030), investment in key energy projects and new business forms will exceed RMB 20 trillion, significantly higher than the 14th Five-Year Plan total. The investment, averaging over RMB 100 billion per day, is divided into three dimensions: safety, transition, and new opportunities. Safety project investment rises over 10%, grid investment growth exceeds 30%, and new energy's share of power source investment nears 60%. New business forms receive over RMB 2 trillion, focusing on green hydrogen, storage, and virtual power plants.

Effective: +20
Intensity: 75
Confidence: 85%
Horizon: Medium term

Macro28 Jul, 08:19positive

NDRC and NEA Issue Renewable Energy 15th Five-Year Plan, Setting Four Targets

The National Development and Reform Commission and the National Energy Administration have jointly unveiled the Renewable Energy Development 15th Five-Year Plan. The plan, covering the 2026–2030 period, sets out targets in four areas: total renewable energy volume, power generation, non-electric utilization, and reliable substitution. It provides a policy framework to guide the sector’s development over the next five years.

Effective: +18
Intensity: 88
Confidence: 85%
Horizon: Medium term

Macro28 Jul, 11:40positive

Tax data for H1 2026 confirms economic rebound, clean energy and high-tech show strong growth

Tax data in the first half of 2026 reflected a strengthening economy, with active business entities up 20.2% and tax revenue exceeding 10 trillion yuan, a 4.9% increase. Industrial sales rose 7.1%, and equipment investment surged 9.8%. High-tech and clean energy sectors registered strong growth. Personal income tax rose 13% to become the third-largest tax, with over 100 million taxpayers obtaining refunds exceeding 150 billion yuan. The tax bureau's crackdown on 'invoice economy' caused related invoices to fall 37.7%, and tax content per 100 yuan of invoices rose 13.7%. VAT revenue hit 3.87 trillion yuan, up 6%, as new general taxpayers jumped 25.2%. Smart tax services covered 85% of matters, cutting processing times by 20%; departure tourist refunds soared 366%.

Effective: +14
Intensity: 68
Confidence: 85%
Horizon: Short term

Macro31 Jul, 10:07positive

China's Trade with BRI Partners Hits RMB 12.97 Trillion in H1 2026, Up 14.8%

China's National Development and Reform Commission reported that in the first half of 2026, goods trade with Belt and Road partner countries reached RMB 12.97 trillion, up 14.8% year on year, accounting for 50.9% of total foreign trade. Investment cooperation expanded into high-tech and green sectors. Infrastructure projects advanced, including the Hungary-Serbia Railway's freight service launch, full construction of the China-Kyrgyzstan-Uzbekistan Railway, and 11,186 China-Europe freight train trips, a 20.2% increase.

Effective: +13
Intensity: 50
Confidence: 60%
Horizon: Medium term

Macro29 Jul, 19:58positive

Shenzhen Aims for Strategic Emerging Industries to Hit 2.3 Trillion Yuan, 45% of GDP by 2030

Shenzhen's municipal authorities have issued a plan to develop new quality productive forces and cultivate strategic emerging industries and future industries. By 2030, the city aims for the value-added of strategic emerging industries to reach RMB 2.3 trillion, accounting for 45% of its gross domestic product, with advanced manufacturing as the backbone of a modern industrial system.

Effective: +10
Intensity: 70
Confidence: 60%
Horizon: Long term

Macro30 Jul, 15:08positive

China's 'Three New' Economy Value Added Hits 25.79 Trillion Yuan in 2025, Up 6.2%, Accounting for 18.39% of

In 2025, China's 'three new' economy generated a value added of 25.79 trillion yuan, up 6.2% year-on-year at current prices, representing 18.39% of gross domestic product. The growth rate exceeded the overall GDP growth by 2.2 percentage points, and the share rose by 0.38 percentage points from the previous year.

Effective: +7
Intensity: 40
Confidence: 60%
Horizon: Medium term

Industries2

Industries29 Jul, 14:45positive

State Grid’s first-half fixed-asset investment exceeds RMB310 billion, China Southern Power Grid nears RMB89.3

State Grid completed over RMB310 billion in fixed-asset investment in the first half of 2026, up 12.6% year on year, while China Southern Power Grid invested nearly RMB89.3 billion, up 14.79%, achieving 49.59% of its full-year target. Both figures marked record highs for the period. The National Energy Administration said total grid investment during the 15th Five-Year Plan is set to exceed RMB5 trillion. As of end-June 2026, national installed capacity reached 4.04 billion kilowatts, up 10.8%. Global electricity demand growth is forecast at 3.6% in 2026 and 3.8% in 2027. In A-shares, grid equipment stocks averaged a decline of over 6% since 2026, though select companies posted strong gains; the sector’s aggregate margin balance climbed over 7.5% from end-2025.

Effective: +18
Intensity: 70
Confidence: 85%
Horizon: Medium term

Industries28 Jul, 09:50positive

3,750 Tonnes of Green Ammonia from Jilin Da'an Exported to South Korea, a Global Single-Batch Record

A shipment of 3,750 tonnes of green ammonia produced in Da'an, Jilin province, has been transported overland to Lianyungang in Jiangsu and then shipped to South Korea, setting a record for the largest single-batch export of green ammonia in China and globally. The ammonia comes from the world's largest single-unit green ammonia facility with an annual capacity of 180,000 tonnes. Powered by wind and solar resources in western Jilin, its carbon emissions are more than 90% lower than those from traditional coal-based ammonia production.

Effective: +11
Intensity: 65
Confidence: 85%
Horizon: Medium term

Companies1

Companies29 Jul, 16:48positive

Hengdian DMEGC Sets Up Wind Power Subsidiary Sihong Dongheng in Jiangsu

Hengdian DMEGC has established a wholly-owned subsidiary, Sihong Dongheng Wind Power Co. , Ltd. , in Sihong County, Jiangsu Province. The new company's business scope includes wind power technology services and energy storage technology services, according to corporate registration information. The move expands Hengdian DMEGC's presence in the renewable energy sector.

Effective: +9
Intensity: 50
Confidence: 85%
Horizon: Medium term