路透社认为，供应增长将压制价格，2026年，亚洲现货LNG平均价格预计在9.90—12.45美元/百万英热 单位之间；欧洲基准价格荷兰TTF天然气价格预计将降至9.50美元—9.74美元/百万英热单位之间，低于 2025年14.20美元/百万英热单位的均价水平。 综合标普、开普勒、睿咨得能源最新预测，2026年，全球将有至少3500万吨/年的新增LNG产能投入运 营，主要来自美国和卡塔尔；全球LNG供应量预计将达到4.6亿至4.84亿吨，年增长率可能高达10%。 国际能源署指出，2025至2030年间，在建和已作出最终投资决策的项目，每年将有近3000亿立方米新增 LNG产能投入运营。全球将迎来迄今最大一波LNG产能增长浪潮。墨西哥湾沿岸Golden Pass LNG项 目、卡塔尔北方气田扩建项目将是主要增量来源。其中，Golden Pass LNG项目预计2026年中开始运 营，北方气田扩建项目预计2028年前完成。此外，美国Corpus Christi LNG项目和Plaquemines LNG项 目、加拿大LNG Canada项目、塞内加尔和毛里塔尼亚近海GTA项目也将带来更多产量。 美国能源信息署在最 ...

Core Insights - The article discusses the evolving trade dynamics between China and Europe regarding electric vehicles, highlighting a dual approach where the EU is tightening regulations while Germany is opening its market [1][4]. Group 1: EU Regulatory Framework - The EU has shifted its strategy from using tariffs to establish a complex regulatory framework aimed at creating a "minimum import price" for Chinese electric vehicles, which is intended to ensure fair competition [2][3]. - This new regulatory approach includes detailed measures to prevent "cross-subsidization risks," indicating a proactive stance in reshaping market competition conditions [2][3]. Group 2: Germany's Market Strategy - Germany has announced a €3 billion subsidy plan for electric vehicles that is brand-neutral, contrasting with the EU's protective measures, aimed at stabilizing domestic demand amid a significant drop in new registrations [4][5]. - The subsidy plan is designed not only for short-term market stimulation but also to encourage competition and innovation within the domestic automotive industry, acknowledging the advantages of Chinese companies in supply chain efficiency [4][5]. Group 3: Challenges for Chinese Automakers - Chinese electric vehicle manufacturers face a dual challenge of complying with stringent EU regulations while simultaneously expanding their market presence in Germany [6][7]. - The need for deep localization is emphasized, requiring Chinese companies to establish R&D centers in Europe and adapt their operations to align with local market demands and regulatory frameworks [7][8]. Group 4: Future Competitive Landscape - The competition will increasingly focus on regulatory standards and the ability to influence future norms in areas such as carbon footprint and data security, necessitating a proactive approach from Chinese firms [7][8]. - The article concludes that the interplay between EU regulations and German market strategies represents a broader trend in global industrial cooperation, highlighting the need for strategic foresight and local adaptation by Chinese companies [8].

Core Viewpoint - The construction of beautiful China pilot zones is a key part of building a demonstration model for beautiful China, serving as an important tool for advancing the initiative and a crucial support for establishing a new framework for beautiful China construction [1] Group 1: Action Plans and Goals - By December 2025, China will implement action plans for beautiful China pilot zones in key regions such as Beijing-Tianjin-Hebei, the Yangtze River Delta, and the Guangdong-Hong Kong-Macao Greater Bay Area, outlining goals and action roadmaps for energy clean and low-carbon transformation [1][2] - The Beijing-Tianjin-Hebei region aims to optimize energy structure and establish a low-carbon transformation pilot zone, while the Yangtze River Delta will create a new energy system that promotes mutual support and sharing [1][2] - The Guangdong-Hong Kong-Macao Greater Bay Area is focused on building a clean and low-carbon energy system, contributing to the development of a green and low-carbon bay area [1][2] Group 2: Implementation Pathways - Different regions have distinct focuses for energy clean and low-carbon transformation, with Beijing-Tianjin-Hebei targeting a reduction in coal consumption and an increase in renewable energy share [2] - The Yangtze River Delta emphasizes internal and external collaboration, promoting wind power and green energy projects while controlling coal consumption [2] - The Guangdong-Hong Kong-Macao Greater Bay Area is leveraging its open frontiers to develop offshore wind power and green hydrogen industries, aiming for zero-emission transport corridors and zero-carbon airports [2] Group 3: Systematic Engineering Approach - The construction of beautiful China pilot zones is a systematic project that integrates energy production and consumption revolutions, focusing on sustainable development, ecological quality improvement, and carbon neutrality [2][3] - The approach includes exploring differentiated energy transformation paths based on regional characteristics and resource endowments [3] Group 4: Energy Equipment Manufacturing - The transition to clean and low-carbon energy creates market demand for traditional clean energy technologies and promotes the development of new technologies and products [4] - Emphasis is placed on developing advanced energy equipment and new energy sources, including green hydrogen and sustainable aviation fuels [4] Group 5: Infrastructure Development - There is a need to enhance energy infrastructure with a focus on environmental and carbon emission evaluations, aiming to build a modernized power grid and smart microgrids [5] - The development of charging, hydrogen refueling, and other infrastructure for new energy vehicles is essential for supporting the transition [5] Group 6: Pollution Reduction and Carbon Management - Implementing coal consumption reduction and exploring fossil energy substitution mechanisms are critical for managing total fossil energy consumption [6] - The goal is to achieve 100% green energy in certain sectors and establish recycling systems for solar panels and batteries to reduce carbon footprints [6] Group 7: Institutional Innovation - Optimizing the operation mechanisms of coal power and enhancing the synergy between operational indicators and pollution reduction are necessary for effective energy transition [7] - The establishment of a carbon footprint management system and the promotion of green finance are vital for supporting clean energy investments [7]

Core Insights - The article highlights the effective and professional services provided by the State Grid Gansu Electric Power Company, which have significantly alleviated the electricity supply concerns of Gansu Dongzhan Aluminum Co., Ltd, enabling the company to focus on production and development [1][3]. Group 1: Service Implementation - The company has implemented a customized service approach, focusing on proactive engagement and precise support to address the urgent electricity needs of industrial enterprises since 2025 [1][4]. - A dedicated technical service team was formed to provide on-site assistance, ensuring comprehensive safety checks and tailored electricity supply plans for the equipment testing at Gansu Dongzhan Aluminum [3][4]. Group 2: Technical Support and Training - The technical team conducted hands-on training to enhance the internal capabilities of the enterprise, covering operational standards and safety protocols for electricity usage [4]. - Real-time monitoring of key parameters such as current and voltage was established during the testing phase, ensuring zero faults and uninterrupted power supply, which facilitated the timely completion of equipment adjustments [4]. Group 3: Commitment to Continuous Improvement - The company is committed to continuously upgrading its service measures and optimizing processes to better meet the electricity demands of enterprises, thereby reinforcing the foundation for high-quality development in the region [4].

编者按：近日，在雄安新区举办的"人工智能+"创新生态系列活动中，稳准智能(雄安)科技有限公司(以下称"稳准智能")发布了国内首个结构化数据通用大模 型(LDM)——"极数"数据大模型(LimiX)。中网联合(北京)能源服务有限公司(以下称"中网联合")作为电力交易行业的头部企业此次携手稳准智能共同发布了 国内首个基于数据大模型(LDM)的电力交易垂类大模型——"易准"大模型。该模型利用结构因果推断与预训练大模型等人工智能核心技术，能够应对规模 化、高波动的电力市场交易挑战，为市场参与者提供全流程智能决策支持，赋能电力市场智能化建设。 雄安新区"人工智能+"创新生态系列活动启动 1月31日，雄安新区"人工智能+"创新生态系列活动正式拉开帷幕。本次活动由雄安新区管理委员会主办，雄安新区科学园管理委员会联合多部门共同承办。 会上，由清华大学计算机系长聘副教授崔鹏团队联合稳准智能联合研发的"极数"数据大模型(LimiX)发布最新成果与战略规划。作为国内首个结构化数据通 用大模型(LDM),这也是LimiX首次公开亮相。作为国内首个专注于处理结构化数据的通用大模型，"极数"融合因果推理等前沿技术，为实体经济领域的智能 ...

山东的分布式光伏装机容量已超过6000万千瓦，占全省新能源装机容量近一半，成为推动能源转型的重 要力量。然而，早期投入使用的大量光伏逆变器在电网波动时存在脱网风险，成为电网运行中的"薄弱 环节"。近年来，全球多起大停电事故表明，分布式电源的涉网能力不足是导致事故的重要原因之一。 因此，提升分布式光伏的涉网安全能力，对保障能源安全和推动绿色转型具有重要意义。 该院积极响应上级部署，勇担技术支撑重任，成功实现了从理论突破到实践验证的全过程攻坚。 创新理论：找到"统一标尺"填补技术空白 面对全省超百万户、上千种品牌型号的光伏逆变器，如何科学评估其性能短板并找到普适、经济的改造 方案，是首要难题。 国网山东省电力公司调控中心水电及新能源处处长秦昌龙介绍说，"分布式光伏逆变器看似末端的小设 备，但各厂家硬件结构集约、参数繁多、控制逻辑各异，需要对1000多种'技术黑匣子'进行系统性解构 和再造，挑战巨大。" "骨头再硬，也得啃！"该院新能源及储能技术研究所选派多名技术骨干，深入主流逆变器厂家调研，开 展了为期40余天的驻厂调研与摸底测试，完成了10余种机型、500余项测试，并搭建了国内领先的全工 况动模仿真测试环境，开 ...

Core Insights - The report by IRENA and ILO indicates that while global renewable energy employment is projected to exceed 16 million in 2024, the growth rate has significantly slowed to 2%-3%, a stark contrast to previous years' double-digit growth rates [1][2][3] Employment Growth Trends - Global renewable energy employment is expected to reach 16.6 million in 2024, continuing to support the green economy and job stability [2] - The employment growth rate for 2024 is estimated at 2.3%-2.5%, marking one of the lowest levels in recent years, and is attributed to profound changes in industry development stages and structures [2][3] Sector Contributions - Solar photovoltaic (PV) remains the dominant sector, providing over 7.2 million jobs in 2024, accounting for more than 40% of total renewable energy employment [2] - The report highlights that the growth in employment is not due to reduced market demand but reflects changes in the industry structure and technological advancements [2][3] Regional Insights - China is identified as a key contributor to global renewable energy employment, with over 4.2 million jobs in solar PV, representing nearly 60% of global solar employment [4] - In 2024, China's renewable energy employment slightly decreased, primarily due to increased labor productivity and the effects of economies of scale [4] - China accounted for over 80% of new renewable energy capacity in Asia, significantly supporting global growth, while employment in the EU, Brazil, India, and the US showed limited growth [4] Challenges and Constraints - The slowdown in employment growth is influenced by factors such as increased automation, which reduces the need for human labor in manufacturing and operations [3][6] - Delays in grid infrastructure and lengthy project approval processes also hinder job creation in certain regions [3][6] Policy Recommendations - The report emphasizes the need for enhanced policy coordination and international cooperation to address employment challenges in the renewable energy sector [7] - It suggests that countries should align trade, industry, and labor policies to create a balanced development environment, focusing on investment in grid infrastructure and skill training [7]

求才若渴的企业全球招聘、商业化核聚变装置首次百秒运行、新一代高温超导材料实现突破、产业链密 集路演、民企融资刷新纪录、项目招标迎来高峰……近段时间，核聚变能(以下简称"聚变能")产业在国 家战略布局、研发突破与资本加持等多重作用下，持续呈现"烈火烹油"之势。 作为人类和平利用核能的重要路径之一，聚变能具有能量密度大、原料资源丰富、放射性污染低、固有 安全性好等突出优势，被视为解决能源危机和气候变化问题的"终极能源"，是重塑全球能源供应格局、 保障国家能源安全与战略自主性、带动全社会进步发展的关键赛道。 我国高度重视聚变能发展，于上世纪80年代确立"热堆—快堆—聚变堆"核能"三步走"发展战略，1984年 至今陆续建成各类科学装置，聚变能加速从科学研究迈向工程和商业应用目标。 从"十四五"时期重点关注的未来能源技术，到"十五五"规划建议锁定为前瞻布局的未来产业，顶层设计 的战略升维，推动聚变能产业在"国家队引领、民企积极补位、产业多元协同"模式下，呈现百花齐放、 产业生态加速构建的"赛马"格局。 面向"十五五"，建设能源强国目标清晰，清洁低碳安全高效的新型能源体系正加速构建，扮演未来能源 发展新引擎的聚变能产业， ...

Core Insights - The AI + Energy Development Conference held in Beijing focused on the integration of artificial intelligence with the energy sector, emphasizing the importance of this fusion for achieving high-quality development in the energy industry and supporting the construction of a strong energy nation [1][4][20] Group 1: Conference Overview - The conference gathered over 300 representatives from government, energy companies, and industry experts to discuss the deep integration of AI and the energy sector [1][3] - Various organizations co-hosted the event, including the China Energy News and the China Energy Conservation Association, highlighting a collaborative effort towards achieving carbon neutrality and energy transformation [3][4] Group 2: Strategic Importance of AI in Energy - Leaders emphasized that AI's integration into the energy sector is crucial for transitioning to a smart, green, and low-carbon energy system, which is essential for building a new energy framework [4][5] - The conference aimed to serve as a platform for innovative ideas, cross-industry collaboration, and to provide insights for policymakers and industry practitioners [4][6] Group 3: AI Market Potential - The Haidian District, as a core area for international technological innovation in Beijing, is projected to have an AI market size of 360 billion by 2025, with 1,900 AI core enterprises [5] - The district plans to focus on three main areas to promote AI + Energy development: creating AI energy clusters, accelerating AI applications in energy scenarios, and building an innovation ecosystem [5] Group 4: Expert Insights - Experts highlighted that AI is not merely a technological addition but a transformative force that can reshape the global competitive landscape in the energy sector [6][8] - The integration of AI and green energy is seen as a significant driver for economic development, with applications in smart grids, energy management, and storage optimization [6][9] Group 5: Practical Applications and Challenges - Companies like State Power Investment Corporation and HaiCheng Storage shared their experiences in applying AI to enhance production efficiency and operational safety in energy storage [13] - Challenges such as data quality, standardization, and the need for skilled personnel in AI and energy sectors were identified as critical issues that need addressing for successful integration [16][19] Group 6: Future Directions - The conference concluded with actionable initiatives, including the launch of the AI + Energy Green Industry Tour and the establishment of the AI Digital Energy Industrial Park [18][20] - The ongoing collaboration between industry, academia, and government is expected to facilitate the practical application of AI in the energy sector, contributing to China's energy goals and global green transformation [20]

Group 1 - The core issue is the introduction of a mandatory national standard for automotive door handles in China, which requires mechanical external and internal door handles for all car doors except the tailgate, effective from January 1, 2027 [1] - The new regulation aims to enhance vehicle safety by ensuring that doors can be manually opened in case of accidents or power failures, addressing concerns raised by recent electric vehicle incidents involving hidden door handles [1] - This regulatory change is expected to lead to significant technological adjustments and supply chain restructuring within the automotive industry, impacting major companies like Tesla [1] Group 2 - As of now, there are over 1.727 million automotive production and sales-related enterprises in China, with more than 325,000 new registrations expected by 2025, indicating a growing trend in the industry [2] - The top three provinces with the highest number of automotive enterprises are Guangdong, Jiangsu, and Shandong, with over 173,000, 154,000, and 146,000 companies respectively [2] - The registration of automotive enterprises has shown a year-on-year increase over the past five years, with projections indicating a peak in 2025 [2]