会议强调，要认清形势，保持清醒头脑。一是把思想和行动统一到党中央对形势的科学判断和决策部署 上来。二是高度关注电力行业由"连续性"到"不连续性"的发展特征。三是中国电气装备集团在"十五 五"时期将面临百年变局、行业变革、企业变迁三重叠加的复杂局面，必须始终保持清醒的头脑、理性 的判断、敏捷的战略、连贯的应对。 1月20至21日，中国电气装备集团有限公司（以下简称"中国电气装备集团"）第一届职工代表大会第三 次会议暨2026年工作会议在沪召开。会议以习近平新时代中国特色社会主义思想为指导，全面贯彻党的 二十大和二十届历次全会精神，认真落实中央经济工作会议精神，按照中央企业负责人会议各项要求， 总结2025年和"十四五"工作，分析研判"十五五"形势，安排部署2026年重点任务，聚焦价值创造，主动 担当作为，奋力开启"十五五"高质量发展新征程。 会议认为，2025年是"十四五"收官之年，中国电气装备集团立足实体经济发展和现代化产业体系建设， 发挥科技创新、产业控制、安全支撑作用，争当落实新发展理念的排头兵、创新驱动发展的排头兵、实 施国家重大战略的排头兵，牢牢把握高质量发展主题，乘势而上、攻坚克难，圆满完成年度目标 ...

近日，内蒙古自治区能源局印发《单一电力用户绿电直连项目开发建设实施方案(试行)》，创新性地将 电解铝行业、国家级零碳园区、国家枢纽节点数据中心等存量负荷纳入直连范畴，通过新能源与用电企 业点对点直供模式，实现绿电来源可溯、用电成本降低的"双收益"效果。 直连模式解锁绿电消费新场景 "绿电直连不是简单的'电线直连'，而是能源生产消费模式的系统性重构。"中国能源研究会分布式能源 专委会秘书长张葵叶表示，这种跳过公共电网"中间商"的供电模式，让风电光伏等新能源通过专用线路 直达用户，实现了绿电的物理溯源，从源头解决了企业绿电消费"说不清、道不明"的痛点。 2025年5月，国家发展改革委、国家能源局印发《关于有序推动绿电直连发展有关事项的通知》，首次 从国家层面确立绿电直连的制度框架，明确其"点对点直供、物理可溯源"的核心特征。此后，江苏、云 南、青海等14个省份相继公布了相关正式文件或征求意见稿。 张葵叶表示，内蒙古绿电直连方案最大亮点在于构建了"差异化"的适用场景体系，进一步拓宽了绿电直 连应用场景，有助于促进新能源就近就地消纳。 该方案明确，新增用电负荷、氢基绿色燃料项目、降碳刚性需求出口企业、燃煤燃气自备电厂 ...

Core Insights - The six major power generation groups in China have reported significant achievements in profitability, supply security, green transformation, and technological innovation during their 2026 annual work meetings, aligning with the national energy strategy and the "14th Five-Year Plan" development priorities [1] Group Performance and Financial Metrics - China Huaneng achieved a significant profit increase, with a debt-to-asset ratio at its lowest in nearly 20 years, consistently receiving top performance ratings from the State-owned Assets Supervision and Administration Commission [2] - China Huadian's total assets are projected to exceed 1.3 trillion yuan by 2025, with a 1.8-fold increase in power and renewable energy project capacity [3] - China Datang reported a profit increase of 16.94% and a net profit growth of 11.6% for 2025, indicating a strong correlation between profit scale and quality [3] - State Power Investment Corporation (SPIC) reduced electricity costs by 15.93 yuan per megawatt-hour, showcasing strong cost control capabilities [3] - Three Gorges Group's asset scale grew by 55% during the "14th Five-Year Plan," reaching 1.52 trillion yuan by 2025 [4] Energy Supply and Capacity Enhancement - The six groups have significantly increased their production capacity and installed power generation capacity, with SPIC's total installed capacity exceeding 396 million kilowatts, a 52.5% increase since the "14th Five-Year Plan" began [7] - China Huaneng's installed capacity surpassed 300 million kilowatts, with a 53.4% increase since the end of the "13th Five-Year Plan" [7] - China Huadian's installed capacity reached 281 million kilowatts, enhancing its supply capabilities [7] - China Datang's installed capacity rose to 220 million kilowatts, contributing to approximately 7% of national electricity supply [8] Green Energy Transition - The six groups are accelerating their green energy initiatives, with significant increases in non-fossil energy installations and contributions to carbon neutrality goals [9] - Three Gorges Group's clean energy generation exceeded 100 billion kilowatt-hours for the first time, with offshore wind power capacity surpassing 8.9 million kilowatts [11] - SPIC's clean energy capacity reached over 200 million kilowatts, with a 74.15% share of total installed capacity [11] - China Huadian's renewable energy capacity increased by 133.4% since 2020, with a clean energy share of 51.21% [12] Technological Innovation and Development - The six groups are focusing on technological self-reliance and innovation, addressing key challenges in the energy sector [13] - China Huaneng has made significant advancements in critical technologies, including the world's largest coal-fired carbon capture demonstration project [13] - China Huadian has developed a comprehensive innovation system, achieving breakthroughs in core technologies [14] - State Power Investment Corporation has enhanced its nuclear power capabilities, achieving 100% localization of key components [15] Strategic Development Goals - The six major groups have outlined clear strategic goals for the "15th Five-Year Plan," focusing on supply security, green transformation, technological innovation, and reform [16] - China Huaneng aims to enhance its competitive edge through innovation and sustainable practices, positioning itself among the world's leading energy companies [16] - SPIC is committed to becoming a world-class clean energy enterprise by 2030, with a focus on balanced growth and technological leadership [17] - Three Gorges Group aims to support national water security and ecological governance while transitioning to a technology-driven operational model [17]

1月19日以来，四川遭遇今年首场寒潮，多地出现低温雨雪天气，最高气温直降13摄氏度，用电负荷同 步攀升，部分高海拔区域线路面临覆冰风险。为全力保障电网安全稳定运行和电力可靠供应，国网四川 省电力公司迅速部署，打出立体防控"组合拳"：强化与气象部门联动，构建"天空地"一体化监测网络， 为精准防控提供数据支撑；启动"人工+科技"双巡模式，重点开展变电站设备红外测温、导地线覆冰监 测等工作；启用重载无人机、除冰机器人配合直流融冰等手段，构建多元化融冰除冰技术体系提升除冰 效率。截至目前，四川电力已在全省易覆冰区部署各类覆冰在线监测装置706套，建成57个区域覆冰观 测站（点），实现110千伏及以上输电线路易覆冰区段全覆盖。 同时，针对甘孜阿坝高原地区降温幅度大、设备易覆冰且在低温环境下存在安全运行风险等情况，四川 电力已组织50余名线路巡视人员，对境内海拔近4000米左右的石渠、红原、若尔盖等地开展重点巡视， 并充分利用无人机、红外测温仪等设备对人力难以抵达的复杂区域进行全面检查。 "主变A、B、C相温度正常，后台保护测控装置无异常告警。"1月20日，国网四川甘孜供电公司康定运 维班运维人员苏润平手持红外测温仪，对 ...

1月19日起，新一轮雨雪冰冻天气影响安徽全省，低温、覆冰等多重极端气象因素叠加，对电网安全稳 定运行和电力可靠供应构成挑战。国网安徽省电力有限公司闻讯即动，迅速启动低温雨雪冰冻Ⅳ级应急 响应，安排应急抢修队伍745支、人员8320人、车辆2111辆，调配发电车102辆、发电机670台、融冰装 置22套、融冰车15台、除冰装置71套，全力保障生产生活用电无忧。 输电线路是电力输送的主动脉，雨雪冰冻天气中极易产生覆冰舞动，严重威胁电网安全。在地处海拔 512米皖南山区的500千伏山沥5366线222号观冰站，国网安徽送变电工程有限公司观测人员已在此坚守 多日。这里是"皖电东送"重要通道的覆冰高发区，受天气影响极易形成厚冰。观测人员每小时记录一次 温度、湿度、风速及模拟导线覆冰数据，并实时上报。针对局部覆冰，他们使用地线除冰机器人精准剥 离冰层，并利用重载无人机挂载除冰棒撞击顽固覆冰，效率大幅提升且避免了高空作业风险。同时，该 公司还在皖南、大别山等易覆冰地区，组织应急抢修队伍55人、抢修备用队伍779人，确保灾情发生时 第一时间抵达现场。 寒潮期间，国网安徽黄山供电公司针对高海拔线路、牵引站供电线路及"三跨"区段 ...

2025年，我国全年经济总量迈上140万亿元新台阶、5%的增速位居全球前列。"在1月20日国务院新闻办 公室举行的新闻发布会上，国家发展改革委副主任王昌林说，我国"十四五"实现圆满收官，续写了中国 奇迹新篇章。 2026年，我国经济的"十五五"画卷如何起笔？绿色转型的"快车道"上有哪些新举措？全国统一大市场建 设又将如何破除壁垒，让要素流动更顺畅？ 这场发布会给出了清晰而有力的答案，明确将通过实施扩大内需战略、纵深推进全国统一大市场建设、 加快培育新质生产力以及系统推动绿色低碳转型等关键举措，在"十五五"开局之年扎实推动经济高质量 发展，确保新征程起好步、开新局。 这一系列部署表明，我国的"双碳"之路，正从单一的能源替代，走向一场涵盖能源、产业、社会和治理 体系的系统性变革。 "两新"效能持续放大 "这既是我们对国际社会的庄严承诺，也是我国经济自身高质量发展的内在需求。"国家发展改革委资源 节约和环境保护司司长王善成说，尽管全球应对气候变化合作遭遇波折，但中国坚定的目标承诺和有力 的落实举措，为全球绿色发展进程注入了稳定预期和长期信心。 建成了全球最大的可再生能源体系，构建了全球最完整的新能源产业链，实现了全 ...

针对风光富集区与负荷中心逆向分布的问题，国网扬州供电公司率先投运全国首台及江苏第二台输电移 相器工程，大幅提升宝应、高邮等新能源聚集区的消纳能力与城区供电可靠性，实现区内东西源荷互 济，工程建设成本较传统方案降低约50%，相关成果入选国家能源局首台（套）重大技术装备名录，并 在全国推广。 依托长江与京杭大运河交汇独特的地理优势，扬州风光资源禀赋得天独厚，近年来新能源发展驶入快车 道。全国首个"交改直"工程——扬州至镇江直流输电工程成效显著，一期投运以来，每年向苏南地区输 送清洁能源超60亿千瓦时，直接带动高邮地区新能源投资超130亿元，待二期工程贯通后，可将跨区输 送能力提升至240万千瓦，畅通绿电南送"主动脉"。 1月19日，随着江苏高邮泰润耿庭、泰润三垛、恒禾三垛3个光伏项目全容量并网，扬州市新能源发电总 装机容量突破1000万千瓦，达到1100万千瓦，占该市总装机容量超65%，标志着扬州成为江苏内陆地区 新能源装机规模最大的城市。 ...

寒潮来袭，江苏电网保暖用电负荷快速攀升。1月19日，江苏电网最高用电负荷达1.28亿千瓦，较前一 日激增近2000万千瓦，增长18.5%。面对寒潮与负荷增长的双重考验，国网江苏省电力有限公司迅速启 动应急响应，依托先进的智能监测装备与高效的协同机制，多措并举保障电网安全稳定运行和电力可靠 供应。 1月19日，国华徐州电厂送出线路——500千伏国岱线100号杆塔上存在一处覆冰，如不及时处置，会对 徐州东南部地区供电造成影响。在被电网可视化监控装置精准捕捉到后，系统15分钟内便完成识别、上 传与告警推送。随后，运维人员及时赶赴现场成功处置这处隐患。 据预测，今冬期间，江苏全省最高用电负荷预计达1.38亿千瓦。为此，江苏电力未雨绸缪，已积极争取 区外电力支援，通过中长期交易固化晚间高峰时段跨区送电资源达3060万千瓦，同比增加约170万千 瓦，有效增强了高峰时段的电力供给能力。同时，10项主干网迎峰度冬重点工程已全部投运，进一步强 化了网架结构，为电力安全供应提供了坚实保障。 在用户服务保障方面，江苏电力强化对供水、供气、通信、交通枢纽、医疗机构等重要民生用户供电设 施的巡查，协助用户检查自备应急电源，确保紧急情况 ...

2025年12月18日，海南自由贸易港正式启动全岛封关运作。这一里程碑式的节点，意味着海南将在海关 监管特殊区域的物理围网内，全面实行"零关税、低税率、简税制"，成为连接中国内地超大规模市场与 东南亚乃至全球市场的核心"中转枢纽"。在这一宏大叙事背后，能源电力作为经济社会的"压舱石"，正 面临从"保供应"向"强支撑"的历史性跨越。从全岛500千伏主网架的建成投运，到清洁能源装机占比突 破80%的亮眼数据，海南能源电力行业正蓄势待发，以"绿色引擎"驱动这艘开放航母全速起航。 宏观变局 电力响应 构建支撑封关的四大电力支柱 面对封关运作带来的电力需求重塑，电力行业应主动通过技术创新与机制改革，构建与国际经贸规则相 适应的电力服务体系。 构建"毫秒级"可靠性电力体系，支撑产业高端化。应对产业负荷"重型化"与"精密化"挑战，需推动电力 服务从基础保障向高端定制跨越。海南500千伏主网架工程已于2025年12月15日全面投产，实现电网电 压等级从220千伏到500千伏的历史性跨越，输送能力提升超4倍，保障全岛电力灵活可靠供应。未来可 依托500千伏数字电网，全面部署配网自动化与自愈技术，为芯片制造、生物医药等用户提供毫 ...

Core Viewpoint - The official launch of the Hainan Free Trade Port on December 18, 2025, marks a significant milestone, enabling Hainan to implement "zero tariffs, low tax rates, and simplified tax systems," positioning it as a core "transit hub" connecting China's vast market with Southeast Asia and the global market [1] Group 1: Macro Changes - The closure operation will lead to significant changes in electricity demand across four dimensions: industrial migration, economic structure, population dynamics, and international cooperation [2] - Industrial migration will result in a "heavy" and "precise" electricity load due to the establishment of offshore trade, cross-border finance, and large-scale data centers, necessitating a strong demand for renewable energy to enhance global competitiveness [2] - By November 2025, Hainan's clean energy installed capacity reached 87%, with a generation share of 73%, indicating a leading position in energy transition, but rapid growth in electricity demand poses challenges for matching supply and demand [2] Group 2: Population Structure Changes - The closure policy is expected to attract a significant influx of high-end talent, leading to a "full island electrification" trend, with tax incentives resulting in over 360 billion yuan for enterprises and 190 billion yuan for individuals [3] - The demand for electric vehicles and smart home appliances will increase, impacting peak and off-peak electricity loads, while innovation platforms will require a more flexible and responsive power system [3] Group 3: International Cooperation - Hainan will serve as a hub for domestic and international dual circulation, enhancing energy trade with Southeast Asia through the Regional Comprehensive Economic Partnership (RCEP) [4] - The launch of the "Sea Wind Green Ethanol" project will provide clean energy for the Free Trade Port and facilitate international trade [4] - The traditional one-way oil and gas import model is shifting towards a two-way trade in green hydrogen and offshore wind power technology services [4] Group 4: Power Response - The electricity sector must innovate and reform to build a power service system that aligns with international trade rules, including a "millisecond-level" reliable power system to support high-end industries [5] - The completion of the 500 kV main grid enhances transmission capacity by over four times, ensuring flexible and reliable power supply across the island [5] Group 5: Energy Efficiency and Digitalization - The establishment of a virtual power plant management center in Hainan aims to balance energy consumption and carbon emissions through digital twin technology [6] - The virtual power plant can provide customized "green electricity" services to data centers, ensuring dynamic balance between supply and demand [6] Group 6: Social Electrification - The launch of the first V2G (Vehicle-to-Grid) charging system in Hainan aims to meet the electric needs of high-end talent and support the electrification of transportation and smart home networks [7] - A "one network" operation model will facilitate the integration of various charging scenarios, enhancing the overall electric service environment [7] Group 7: International Energy Trading Center - The establishment of an international energy trading center in the Yangpu Economic Development Zone will initially focus on oil and gas spot trading, gradually expanding to cross-border green electricity trading and carbon emission rights trading [8] - Hainan aims to transition from an energy consumer to a regional energy transition technology exporter, establishing its position as a bridge between China and ASEAN [8]