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115GW大基地,超4000亿制造业投资,新能源下一个"五年"要看内蒙古
呼和浩特 2026年3月30日 /美通社/ -- 据光伏头条报道。 从"羊 煤土气"四大传统优势资源支撑的能源大省,到新能源装机超1.64亿千瓦、占比突破56%的光伏新高地,内蒙古用短短数年完成了一场震撼行业的能源革命。 从 " 羊煤土气 " 到 " 风光无限 " 内蒙古风光新能源占比 56% 提及内蒙古,"羊煤土气"曾是无可替代的名片。作为我国煤炭主产区,内蒙古2025年煤炭产量近13亿吨,"十四五"期间累计为29个省份保供煤炭35亿吨,高居 全国第一 。 但内蒙古绝不仅限于挖煤,其风光新能源近年来已经完成华丽蜕变。 以光伏装机为例,根据国家能源局数据,近10年时间,内蒙古累计光伏装机从6.37GW,大幅攀升至60.56GW,增幅高达8.51倍,高居全国第7。 其中的拐点在于2021年,国家提出"在沙漠、戈壁、荒漠地区加快建设大型风电光伏基地项目",内蒙古集中式项目得以迅速扩张。从集中式光伏的增长数据可见,内蒙古光伏装机主要以集中式为主。 除光伏之外,内蒙古风电项目更是高居 全国第一 。根据内蒙古自治区电力行业协会发布的数据,2022年,内蒙古累计风电装机45.64GW,2025年达到108.63GW,增幅高达138%。内蒙古风光装机在2024年首次超过煤电,成为内蒙古主要电力装机来源。 在发电量数据方面,内蒙古风光发量更是达到了三分天下有其一的局面。 截至2025年底,内蒙古风电装机108.63GW,已逼近煤电装机,6MW光伏装机达到55.96GW,占比近两成。 2025年内蒙古电力装机情况 115GW 新能源大基地项目布局 据光伏头条统计,2021年国家提出新能源大基地以来,内蒙古布局32个风光新能源大基地项目,合计容量115GW。开发企业以华能、国家电投、国家能源集团、三峡、华电、中广核、大唐、华润为代表的"五大六小"能源央企为主。同时还包括蒙能、京能、深能、山东能源集团等地方能源国企。 其背后原因在于风光新能源大基地所需要的风格资源、土地供给以及外送通道。 内蒙古蕴藏着全国57%的风能资源和21%的太阳能资源,是发展风光新能源的天然沃土。 此外,内蒙古还打通了绿色电力"外送通道"。作为内蒙古首个"沙戈荒"基地配套外送项目的达拉特—蒙西1000千伏交流输变电工程即将开工,"十五五"时期规划建设的"六交六直"12项特高压工程,将形成4800万千瓦的输电能力。 超 24 家龙头布局 内蒙古跃升全国新能源制造中心 如果说资源禀赋是内蒙古的天然优势,那么产业集群化布局则是其成就光伏新能源制造新高地的核心密码。 光伏头条据内蒙古自治区商务厅公布的2023、2024、2025重点项目库梳理发现。三年时间内蒙古已落地35个光伏制造重点项目,总投资高达4135亿元,通威股份、隆基绿能、晶澳科技、阿特斯等24家行业龙头纷纷扎根,形成了国内罕见的全产业链集聚效应。 从产业链布局来看,内蒙古实现了"从硅料到组件,从辅材到设备"的全覆盖。 这种集群化优势带来了显著的规模效应。企业之间共享资源、互通有无,物流成本大幅降低;政府集中提供政策支持与基础设施配套。 资源 + 政策 + 产业三位一体 内蒙古新能源产业潜力无限 内蒙古能在短短数年内成为光伏新能源发展新高地,绝非偶然,而是"资源禀赋 + 政策支持 + 产业协同"三位一体模式的必然结果。 资源优势是基础前提。除了丰富的风光资源,内蒙古广阔的土地为大型光伏制造项目提供了充足空间,解决了光伏企业"用地难"的共性问题. 政策支持是关键推手。近日出台的《内蒙古自治区国民经济和社会发展第十五个五年规划纲要》明确,到"十五五"末,新能源装机规模达到3.25亿千瓦,新能源本地消纳规模达到3200亿千瓦时、外送电量达到2000亿千瓦时。同时,文件还提出,建设 国家级 新能源装备制造基地。从内蒙古"十五五"规划来看,未来五年将有近1倍的新能源装机,与外送通道建设协同发展,内蒙古将成为下一个五年新的投资发展高地。 产业协同是核心动能。内蒙古没有走"重制造、轻应用"的老路,而是形成了"制造端 + 应用端"双向驱动的格局。这种协同效应让产业发展更具韧性。 总结 从"羊煤土气"到"风光无限",从"能源大省"到"新能源制造高地",内蒙古的转型之路,为传统能源地区高质量发展提供了宝贵范本。 但转型之路从未一帆风顺:如何让沙戈荒基地实现生态与效益双赢?如何进一步提升新能源消纳效率?如何推动技术创新与产业升级深度融合?这些问题,都需要行业同仁共同探索答案。 值得期待的是,2026沙戈荒清洁能源大基地(三北)高质量发展大会(内蒙古论坛),将于4月10日在呼和浩特盛大举办!论坛以"绿动西部•赋能未来"为主题,聚焦沙戈荒布局、特高压外送、技术装备、生态协同等核心议题,为行业搭建深度研讨与合作的平台。 这场绿色盛会,将汇聚行业智慧、碰撞思想火花,为内蒙古新能源发展注入新动能。沙戈荒基地将如何实现"源网荷储算"一体化发展?新能源制造业破局之路何在?未来新能源该如何发展?4月10日,让我们齐聚呼和浩特,共同解锁内蒙古新能源高质量发展的未来密码,见证沙戈荒绿色新征程!
2026-03-30 02:20:00

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呼和浩特 2026年3月30日 /美通社/ -- 据光伏头条报道。 从羊 煤土气四大传统优势资源支撑的能源大省,到新能源装机超1.64亿千瓦、占比突破56%的光伏新高地,内蒙古用短短数年完成了一场震撼行业的能源革命。 从 羊煤土气 到 风光无限 内蒙古风光新能...
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