充分发挥"三个作用" 努力争当"三个排头兵"——中国华电召开一届四次职代会暨2026年工作会议 1月13~14日，中国华电集团有限公司一届四次职代会暨2026年工作会议在京召开。会议以习近平新时代中国特色社会主义思想为指导，深入学习贯彻习近 平总书记对中央企业工作作出的重要指示精神、党的二十届四中全会和中央经济工作会议精神，认真落实中央企业负责人会议部署要求，全面总结2025年工 作和"十四五"成就，科学谋划"十五五"工作思路，部署2026年重点工作，动员公司上下凝心聚力，真抓实干，拼搏奋进，加快推动高质量发展，确保"十五 五"开好局、起好步，为开创中国式现代化建设新局面贡献华电力量。 江毅强调，"十五五"是我国基本实现社会主义现代化夯实基础、全面发力的关键时期，也是公司加快绿色低碳高质量发展的重要时期。中国华电要坚持和加 强党的全面领导，勇担央企职责使命，聚力能源强国建设，以建设世界一流清洁低碳能源企业为愿景，以高质量发展为主题，以提升"五个价值"为导向，以 绿色低碳发展为重点，以科技创新为引领，以深化改革为动力，以全面从严治党为根本保障，加快服务构建新型能源体系和新型电力系统，切实增强核心功 能、提升核心 ...

近日，生态环境部与国家统计局联合印发《关于发布2023年电力二氧化碳排放因子的公告》（以下简称 《公告》），公布了2023年电力二氧化碳排放因子，以便于不同主体核算电力消费的二氧化碳排放量。 生态环境部应对气候变化司有关负责人表示，整体来看，2023年电力二氧化碳排放因子的变化客观反映 了我国电力行业清洁低碳转型发展的实际成效。 省级层面，北京等20个省份2023年电力平均二氧化碳排放因子相较2022年呈现下降趋势，主要与火力发 电量比重下降、发电煤耗降低、外省清洁能源调入电量比例上升等因素有关。广东等10个省份2023年电 力平均二氧化碳排放因子有所上升，主要与水力发电量占比下降、火力发电量占比上升、外省清洁能源 调入电量比例下降等因素有关。 2023年全国电力平均二氧化碳排放因子（不包括市场化交易的非化石能源电量）为0.6096千克二氧化 碳/千瓦时，较2022年上升4.1%，主要是由于我国市场化交易的非化石能源电量（如绿色电力交易电 量）在不断增长，而扣除了上述电量后的剩余发电量在相应减少，进而推高该因子的数值。 2023年全国化石能源电力二氧化碳排放因子为0.8273千克二氧化碳/千瓦时，较2022年 ...

Core Insights - Green electricity direct connection is viewed as an important incremental direction for green electricity consumption due to its characteristics of "clear physical traceability" and "efficient local consumption" [1] Group 1: Domestic and International Context - In China, the rapid development of renewable energy has led to consumption challenges, making green electricity direct connection a new path for improving renewable energy utilization efficiency [1] - Internationally, developed countries are reshaping trade rules through carbon tariffs and carbon footprint verification, making green electricity direct connection a necessary tool for enterprises to respond to international carbon audits [1] Group 2: Policy Framework - The National Development and Reform Commission and the National Energy Administration issued the "Notice on Promoting the Development of Green Electricity Direct Connection" in May 2025, encouraging investment in green electricity direct connection projects [2] - The "Notice on Improving Price Mechanisms to Promote Local Consumption of Renewable Energy" was released in September 2025, providing institutional support for green electricity direct connection by clarifying pricing mechanisms and cost-sharing principles [2] Group 3: Project Developments - In August 2025, China National Petroleum Corporation announced the launch of its largest photovoltaic project, the Tarim Oilfield Low-Carbon Transformation Project, as the first million-kilowatt green electricity direct connection project in Northwest China [2] - Multiple data centers in Inner Mongolia and Qinghai have also achieved direct supply of green electricity, indicating practical advancements in green electricity direct connection [2] Group 4: Challenges and Economic Considerations - Despite the opportunities, challenges exist in the actual operation of green electricity direct connection, where investment and returns may not align, particularly for grid-connected projects with high upfront costs and low economic viability [3] - Off-grid projects require significant investment in energy storage to stabilize renewable energy output, adding to the financial burden [3] - The transition from "policy feasibility" to "commercial sustainability" for green electricity direct connection projects is a key concern as local policies and electricity market rules become more refined [3]

Core Insights - The total renewable energy generation in the Hebei North region is projected to exceed 100 billion kilowatt-hours by 2025, reaching 122.51 billion kilowatt-hours, a year-on-year increase of 30.2%, accounting for 56.3% of the total power generation in the region [1] - Wind power generation is expected to reach 70.55 billion kilowatt-hours, while solar power generation is anticipated to hit 47.8 billion kilowatt-hours, both setting new historical highs [1] Group 1 - The Hebei North Power Grid has significantly enhanced its infrastructure to support renewable energy transmission, including the completion of major projects like the Zhangbei flexible DC project and 18 500 kV renewable energy transmission projects [1] - By the end of 2025, the Hebei North grid will form a robust backbone network supported by a 1000 kV ultra-high voltage ring network, facilitating a multi-level, multi-channel, and multi-drop integration of clean energy delivery [1] Group 2 - The green electricity trading volume in Hebei North is expected to reach 43.83 billion kilowatt-hours by 2025, marking a year-on-year growth of 56.1%, making it the largest trading scale in the country [1] - The company has introduced flexible mechanisms such as contract repurchase in collaboration with government departments, aiming to monitor renewable energy output and market supply-demand fluctuations, thereby gradually increasing the market share of renewable energy [1]

Core Insights - The report titled "2025 Benchmark Analysis of Chinese Power Generation Enterprises and Global Energy Companies" aims to provide insights for Chinese power companies to accelerate their development into world-class energy enterprises [3][5]. Group 1: Benchmarking Framework - The report utilizes a benchmarking indicator system that includes four dimensions: product excellence, brand prestige, innovation leadership, and modern governance, comprising 18 quantitative indicators [7][8]. - A total of 24 representative companies, 12 from China and 12 from abroad, are selected for benchmarking [9]. Group 2: Performance Overview - By the end of 2024, the benchmark companies achieved a total installed capacity of 2.68 billion kilowatts and generated 9.08 trillion kilowatt-hours of electricity, representing a year-on-year growth of 7.8% and 4.0% respectively [12]. - The EBITDA of benchmark companies was approximately $312.6 billion, with operating revenue reaching about $964.4 billion, reflecting a year-on-year increase of 9.0% and 5.8% respectively [13]. Group 3: Comparative Analysis - Domestic benchmark companies have a significant advantage in installed capacity, with a total of 1.86 billion kilowatts, which is 2.3 times that of foreign counterparts [32]. - The proportion of non-fossil energy installed capacity for domestic companies reached 56.8%, surpassing foreign companies by 7.8 percentage points [32]. Group 4: Key Findings - Eight companies, including EDF, State Energy Group, China Three Gorges, and China Huaneng, ranked in the top tier based on comprehensive scores across various indicators [18]. - The report highlights that while domestic companies are expanding their production capabilities, foreign companies are experiencing challenges in integrating renewable energy into existing grids [30][76]. Group 5: Future Outlook - The report identifies key development themes for Chinese power companies in 2026, emphasizing the need for energy security and modernization [6][76]. - It also notes that the growth in electricity demand is expected to boost the global nuclear power industry, with countries like France and the U.S. advancing their nuclear power strategies [79].

Core Insights - The report titled "Analysis Report on Benchmarking Chinese Power Generation Enterprises with Global Energy Companies 2025" indicates that eight companies, including five Chinese state-owned enterprises, are ranked in the top tier for 2024, with China Energy Group leading among Chinese firms [1] - The report aims to enhance the core functions and competitiveness of Chinese power generation companies by comparing them with 12 representative global energy enterprises across four dimensions: product excellence, brand prestige, innovation leadership, and modern governance [1] Group 1: Product Excellence - Domestic benchmark companies have significantly increased their power generation asset scale, with a total installed capacity of 1.86 billion kilowatts, which is 2.3 times that of foreign counterparts [1] - The proportion of non-fossil energy installed capacity in domestic benchmark companies has risen by 3.8 percentage points year-on-year to 54.3%, surpassing foreign benchmark companies by 1.8 percentage points [1] Group 2: Non-Fossil Energy Generation - Foreign benchmark companies have shown a higher growth rate in the proportion of non-fossil energy generation, reaching 56.8% in 2024, an increase of 3.3 percentage points year-on-year, which is 0.5 percentage points higher than domestic companies [2] - The overseas installed capacity increased by 7.38 million kilowatts, with a year-on-year growth rate that is 4.4 times that of domestic companies [2] Group 3: Modern Governance - Both domestic and foreign benchmark companies have seen improvements in profit levels, with EBITDA reaching $145.7 billion for domestic companies and $166.9 billion for foreign companies, reflecting year-on-year growth of 7.0% and 4.8%, respectively [2] - The operating cash flow ratio for domestic and foreign benchmark companies stands at 26.1% and 21.3%, with foreign companies improving by 4.0 percentage points year-on-year, narrowing the gap with domestic firms by 2.1 percentage points [2] Group 4: Financial Metrics - The return on equity for domestic and foreign benchmark companies is 8.1% and 13.2%, respectively, with foreign companies increasing by 5.1 percentage points year-on-year, outpacing domestic firms by 4.7 percentage points [3] - Labor productivity for domestic and foreign benchmark companies is $220,000 per person and $350,000 per person, with foreign companies experiencing a year-on-year growth of 15.7%, exceeding domestic growth by 9.3 percentage points [3] - The debt-to-asset ratio for foreign benchmark companies is 73.7%, down 1.8 percentage points from the previous year, while domestic companies maintain a stable ratio of 64.8% over the past three years [3]

Industry News - The National Development and Reform Commission of China released the latest list of 35 selected investment consulting and evaluation institutions, covering 25 specialties, including hydropower, new energy, nuclear power, and coal and natural gas [4] - The China Meteorological Administration and the National Energy Administration issued guidelines to enhance the energy meteorological service system, proposing 20 key tasks to improve meteorological service capabilities across the energy supply chain [4] - The National Energy Administration published the "2025 Edition of Conventional Island Engineering Budget Quota for Nuclear Power Plants" to reasonably determine nuclear power project costs, including various engineering cost quotas [4] - In 2025, exports of wind power generation units increased by nearly 50%, with a 65.9% increase in exports to the EU and a 73.9% increase to Belt and Road countries, highlighting the growth of green product exports [4] - Chinese scientists successfully developed flexible crystalline silicon perovskite tandem solar cells, addressing efficiency and stability issues, with results published in the journal "Nature" [4] Corporate News - Henan Energy Group and China Pingmei Shenma Group are undergoing a strategic restructuring, with Henan Provincial State-owned Assets Supervision and Administration Commission signing a capital increase agreement, making Henan Energy Group a wholly-owned subsidiary of China Pingmei Shenma Group [5] - China Yangtze Power Co., known as the "water power printing machine" in A-shares, reported an estimated annual revenue of 85.882 billion yuan, a 1.65% increase year-on-year, and a net profit of 34.167 billion yuan, a 5.14% increase, driven by increased sales revenue and reduced financial costs [6] Local News - The Northwest Power Grid's new energy installed capacity exceeded 400 million kilowatts, accounting for 60% of the total installed capacity, making it the first regional grid in China with new energy as the main installed capacity [6] - The new energy vehicle industry in Zhaoqing, Guangdong, is accelerating towards a 100 billion yuan output value, with significant advancements in new energy vehicles and new energy storage industries [6]

Industry News - The first kilowatt-level underwater pumped storage system "Dongchu No. 1" has successfully completed trials, marking a significant advancement in underwater energy storage technology in China [3] - China's largest desert oil field has achieved an annual oil and gas equivalent production of over 5 million tons, setting a historical record and contributing to national energy security [5] - Chinese researchers have developed a low-cost solution to address interface issues in all-solid-state lithium batteries, potentially paving the way for commercial applications [5] Company News - Hohhot Energy Investment Development Group has increased its registered capital from 100 million RMB to approximately 20.8 billion RMB, with full ownership by the Hohhot Municipal Government [6] - The National Key R&D Program for international scientific and technological innovation cooperation has approved a project led by China Energy Engineering Group, focusing on key technologies for solar thermal chemical hydrogen production [6] - Zhongmei Xinjie Energy has reported an estimated total revenue of 12.343 billion RMB for 2025, a year-on-year decrease of 3.02%, with net profit down 13.73% [7] Local News - Liaoning Province has achieved significant growth in green electricity and green certificate trading, with green electricity trading volume reaching 17.085 billion kWh, a 33.65% increase [8] - Xinjiang's new energy storage capacity has exceeded 20 million kW, ranking among the top provinces in China [8] International News - The Adriatic oil pipeline will resume oil supply to Serbia's key refinery after a nearly 100-day interruption, with an initial shipment of approximately 85,000 tons of crude oil [9] - Reliance Industries in India has halted its lithium battery production plans due to the inability to acquire Chinese technology, highlighting challenges in establishing an independent clean energy supply chain [11]

对此，钢铁煤炭化解过剩产能和脱困发展工作部际联席会议用本月开展的年内第三次落实276个工作日 制度督查暗访工作予以"回应"。根据工作安排，9月中旬至10月上旬，部际联席会议有关成员单位将组 成督查组，会同相关媒体记者针对煤矿落实276个工作日制度情况进行督查暗访。 持续推进 煤价上涨不影响去产能决心 多部委将对煤矿落实276个工作日制度 开展第三次督查暗访 近日，煤炭行业化解过剩产能和煤价持续上涨成为市场关注焦点。有关煤矿企业落实276个工作日制度 将有所松动的消息在业内传开。 然而，煤炭去产能任务依然十分艰巨、时间十分紧迫。国务院确定今年退出煤炭产能2.5亿吨以上， 占"十三五"总任务的三分之一多。但根据国家发展改革委情况统计显示，部分地区在今年时间已过半时 具体实施工作才刚起步，完成全年任务面临极大压力。 因此，正如国家发展改革委副主任连维良所说，煤炭去产能不仅信心不能动摇，力度也不能减弱，否则 不仅现有的价格无法巩固，煤炭价格极有可能再度快速下滑。在这方面，276个工作日制度发挥了非常 重要的作用，既实现了煤炭价格的合理回升，又让常年在井下辛苦工作的职工从此改变作息时间，并为 避免更大规模地退出产能造成 ...

此次美国得州大停电事故让人们再次回想起2011年同样发生在得州、也同样因极端天气引发的电力危 机。尽管有过前车之鉴，得州的电力基础设施投资和防寒改造依然严重不足，风险管控能力和应急保障 能力建设严重缺失。 反观我国，电力系统的安全风险管控和应急保障能力如何？在能源绿色低碳转型加速的形势下，我国电 力系统如何防范化解新的系统特性带来的风险和冲击？围绕以上问题，中国电力报记者近日专访了国家 能源局电力安全监管司负责人。 在国家发展改革委、国家能源局党组的坚强领导下，在各地方政府及有关电力企业的全力配合下，我们 提前启动了电力安全应急协调机制，组织有关电力企业加强跨省跨区电力支援和电力线路除冰融冰作 业，协调相关部门调煤保电，坚持"以人民为中心"的理念科学合理实施有序用电。在各方共同努力下， 各项措施充分发挥作用，我国电力系统经受住了多轮极端气候的考验，有效保障了大电网安全和人民群 众生产生活用电。这充分说明，在承担社会责任、保障民生供应、落实安全主体责任等方面，我国能源 电力行业具有显著体制优势和制度优势，是确保我国电力系统安全稳定运行和电力可靠供应的坚强保 障。 Q&A 记者：得州大停电事故对于我国"十四五"及 ...