为积极贯彻落实习近平主席在 上海合作 组织天津峰会上的重要讲话精神， 宣介 峰会重大合作倡议落实 情况 ， 1 月 1 4 日下午， 上海合作 组织天津峰会成果落实对接交流活动 在 中国 —上海合作组织能源合作中心 成功举行。 会议 指出，自 上海合作 组织天津峰会后，中方各部门紧锣密鼓推进落实各项工作，各项重大倡议正逐渐转化为具体成 果。未来，中方还将继续致力于为 上海合作 组织提供公共产品，谱写更多助益地区国家发展、增进民生福祉的 "上合故 事"。 会上，国家能源 局 国际司负责同志介绍了由 国家能源 局牵头建设的 中国 — 上海合作 组织能源合作平台 的 运营 情况 ，表示合作平台将致力于为中国与 上海合作 组织国家能源领域合作搭建交流沟通平台，推动更多务实合作项目落地，共同 提升区域能源安全保障水平，为区域及全球能源绿色低碳转型贡献智慧与方案。中国 — 上海合作 组织能源合作中心汇报 了 天津峰会 提出 "未来 5 年同上海合作组织其他国家一道实施新增'千万千瓦光伏'和'千万千瓦风电'项目"倡议的落实设 想。 本次 活动充分展示了中方积极落实 上海合作 组织天津峰会能源领域成果取得的进展，为中国与其他 ...

2026年全国用电负荷三创冬季新高，冬季负荷首次突 破 14亿千瓦，最高达14.17亿千瓦， 单日用电量首次在冬季突破 300亿千瓦时 ， 保暖保供进入关键时期。国家能源局 "一省一策"部署做好应对举措，全力确保今冬明春保暖保供平稳有 序，全力保障人民群众温暖过冬。 一、 度冬以来 电力 负荷情况 一是 用电 负荷屡创新高。 1 月 4 日，全国最大电力负荷达到 13.51 亿千瓦，首创冬季负荷历史新高。 1 月 18 日以 来，受大范围寒潮天气影响，全国电力负荷快速攀升， 3 天内负荷增加 1.5 亿千瓦，相当于日本全年最大用电负荷； 19 日起连续两天创冬季历史新高， 19 日达 13.79 亿千瓦， 20 日首次突破 14 亿千瓦，最高达 14.17 亿千瓦。 入冬以 来，华北、西北、东北 3 个区域电网和新疆、西藏等 12个 省级电网负荷 75 次创历史新高。 二是全社会用 电量 维持高位 。 今年以来，全国日用电量持续维持高位， 1 月 5 日单日 用电量首次在冬季突破 300 亿 千瓦时大关， 1 月 5 至 7 日、 1 月 19 日 单日用电量均 超 300 亿千瓦时， 分别为 300.4 、 ...

Core Viewpoint - The article emphasizes the importance of deeply understanding and implementing the spirit of the 20th Central Committee's Fourth Plenary Session, aiming for a strong start to the "14th Five-Year Plan" period under the leadership of the Party Central Committee [2][3]. Group 1: Strategic Planning and Implementation - The formulation and implementation of five-year plans are highlighted as a significant experience in governance, beneficial for consolidating leadership and addressing strategic issues [3]. - The article stresses the need for a comprehensive, profound, and accurate understanding of the strategic deployments for economic and social development during the "14th Five-Year Plan" period [3]. Group 2: Economic Development and Challenges - The current development phase is characterized by both strategic opportunities and risks, necessitating a careful analysis of various factors, including international dynamics and technological revolutions [4]. - Building a modern industrial system is identified as a key strategic task, with an emphasis on intelligent, green, and integrated development, as well as maintaining a reasonable proportion of manufacturing [4]. Group 3: Domestic and International Circulation - The article advocates for a new development pattern centered on domestic circulation, balancing consumption and investment, and enhancing the quality and efficiency of the national economic cycle [4]. - It emphasizes the importance of integrating domestic and international cycles to boost reform and development vitality [4]. Group 4: Social Development and Governance - Improving people's livelihoods is underscored as a priority for social development, alongside the need for effective governance and risk management [5]. - The article calls for scientific, democratic, and lawful decision-making in the preparation of national and local planning documents [5]. Group 5: Leadership and Accountability - The successful completion of the "14th Five-Year Plan" goals requires enhancing the Party's leadership capabilities, with a focus on continuous learning and practical skills among leaders [5]. - The article stresses the importance of maintaining a strong anti-corruption stance and promoting a spirit of struggle to face challenges [5].

Core Viewpoint - The article emphasizes the importance of energy technology innovation as a fundamental requirement for building a strong energy nation, highlighting its role in ensuring energy security and competitiveness in the global arena [2]. Group 1: Technological Innovation Leading Energy Dominance - Since the 18th National Congress, China's energy sector has shifted from "catching up" to "keeping pace" and even "leading" in certain areas, providing solid technological support for establishing itself as a global energy powerhouse [3]. - Technological innovations have bolstered total energy supply, making China the world's largest energy producer and consumer, with coal mining and deep oil and gas exploration technologies continuously breaking through, maintaining over 80% self-sufficiency [3]. - By 2024, China's primary energy production and consumption are projected to reach 4.98 billion and 5.96 billion tons of standard coal, accounting for 26.8% and 27.7% of the global total, respectively [3]. Group 2: Accelerating Green Transition through Technological Innovation - Continuous breakthroughs in technologies such as efficient photovoltaics and large-capacity wind turbines have led to China having the largest renewable energy system globally, with renewable energy installations surpassing thermal power for the first time [4]. - The "West-to-East Power Transmission" project has a transmission capacity of approximately 340 million kilowatts, with over 20% of the electricity transmitted being renewable energy [4]. - Currently, one-third of the electricity consumed in China is green energy, showcasing the increasing capacity for renewable resource allocation [4]. Group 3: Challenges in Energy Transition and Security - The transition from an energy major to an energy powerhouse faces challenges, particularly in balancing supply and carbon reduction, necessitating a stronger focus on technological innovation [5]. - Energy consumption has increased by approximately 98 million tons of standard coal during the first four years of the 14th Five-Year Plan, with continued economic growth expected to drive rigid energy demand [6]. - The reliance on coal is shifting from a foundational energy source to a regulatory one, with coal power's share in electricity generation declining, posing challenges for energy security [6]. Group 4: Strategic Directions for Technological Innovation - To build a strong energy nation, it is crucial to accelerate the construction of a new energy system, focusing on various energy sources such as coal, oil, gas, electricity, and hydrogen [8]. - Key areas for technological breakthroughs include advanced efficient power generation technologies, clean utilization of coal, and new oil and gas development technologies to ensure fossil energy security [9]. - The development of new power grid forms and power equipment technologies is essential to support the construction of a new power system capable of accommodating high proportions of renewable energy [10]. Group 5: Building an Innovative Ecosystem for Energy Independence - The 14th Five-Year Plan period is critical for adjusting the energy structure and transitioning to new energy sources, necessitating a focus on major tasks, large installations, and platforms for energy technology innovation [11]. - Strengthening national strategic tasks and forward-looking layouts is essential for high-quality implementation of major projects in smart grids and new oil and gas exploration [11]. - Enhancing collaboration among national research institutions, universities, and leading enterprises in the energy sector is vital for accelerating technological breakthroughs and the application of significant research outcomes [12].

Core Viewpoint - The article highlights that by 2025, China's total electricity consumption will exceed 10 trillion kilowatt-hours for the first time, marking a significant milestone in global energy consumption trends [3][4]. Group 1: Electricity Consumption Growth - In 2025, China's total electricity consumption is projected to reach 10.3682 trillion kilowatt-hours, more than double that of the United States and higher than the combined consumption of the EU, Russia, India, and Japan [3]. - The electricity consumption in 2025 will be nearly double that of 2015, showcasing an unprecedented growth rate among major economies [4]. Group 2: Industrial and Sectoral Changes - The second industry is expected to consume 66,366 billion kilowatt-hours, accounting for approximately 64% of total electricity consumption, with significant contributions from high-value-added and technology-intensive sectors [5]. - The demand for electricity in the semiconductor industry is surging, with companies like Huahong Semiconductor reporting over a 43% year-on-year increase in electricity consumption due to rising production needs [5]. - The third industry will see electricity consumption nearing 2 trillion kilowatt-hours, with a year-on-year growth of 8.2%, driven by sectors like electric vehicle charging and information technology services [6]. Group 3: Electrification and Energy Efficiency - The electrification rate of end-use energy is around 30%, surpassing that of major developed economies, which is contributing to increased electricity consumption [7]. - Investments in smart irrigation systems and rural electrification projects are enhancing agricultural productivity and electricity demand in rural areas [7][8]. Group 4: Power Supply and Infrastructure - China has the world's largest power supply system, with renewable energy sources accounting for over one-third of total electricity generation, and wind and solar capacity surpassing that of coal [9]. - The construction of ultra-high voltage transmission lines is facilitating the transfer of clean energy from resource-rich western regions to eastern load centers, enhancing the reliability of electricity supply [10]. - The national electricity market is evolving, with a significant increase in market transaction volumes, reflecting a more dynamic and responsive electricity supply system [11].

Core Viewpoint - The article emphasizes the importance of developing zero-carbon factories through technological innovation, structural adjustments, and management optimization to achieve significant reductions in carbon emissions and support the transition to a green and low-carbon economy [5][6]. Group 1: Overall Requirements - The initiative is guided by Xi Jinping's thoughts on ecological civilization and aims to enhance the quality and efficiency of the industrial chain while promoting green and low-carbon transformation [6]. - The construction of zero-carbon factories will follow principles such as tailored policies, innovation-driven approaches, and unified standards to ensure transparency and traceability in carbon emissions [7]. Group 2: Main Goals - The plan includes phased cultivation, starting with industries that have urgent decarbonization needs and gradually expanding to sectors with higher carbon emissions by 2030 [8][9]. - By 2027, a number of zero-carbon factories will be established in sectors like automotive, lithium batteries, and electronics, creating an ecosystem that includes energy supply, technology development, and financial support [9]. Group 3: Construction Pathways - A carbon emission accounting management system will be established to provide accurate data for zero-carbon factory construction, including direct and indirect emissions [10]. - The initiative encourages the transition to green and low-carbon energy structures, promoting the use of renewable energy sources and technologies [11]. - Energy efficiency will be significantly improved through systematic optimization of production processes and the adoption of advanced technologies [12]. - The analysis of carbon footprints for key products will be promoted to encourage collaborative decarbonization across the supply chain [13]. - The use of digital technologies will be enhanced to achieve intelligent carbon management and precise control of energy consumption and emissions [14]. Group 4: Work Requirements - Local industrial and information departments are encouraged to develop specific implementation plans for zero-carbon factory construction, promoting collaboration among government, enterprises, and markets [16]. - A standard system will be established to support zero-carbon factory management and evaluation, ensuring alignment with global standards for net-zero emissions [17]. - Comprehensive services for energy conservation and carbon reduction will be promoted, including technology transfer and consulting for industrial enterprises [17].

Core Viewpoint - The article emphasizes the importance of building an energy powerhouse as a strategic foundation for achieving socialist modernization and carbon neutrality goals in China, highlighting the energy sector's critical role in national security and economic development [3][4]. Group 1: Building an Energy Powerhouse - Building an energy powerhouse is essential for achieving carbon peak and carbon neutrality goals, with a focus on increasing electrification and green electricity supply [4]. - The energy sector is a significant contributor to GDP, with the clean energy industry accounting for over 10% of GDP, necessitating a robust industrial and supply chain [4]. - The transition to a new energy system is crucial for the comprehensive green transformation of the economy and society, driven by the third energy revolution and advancements in artificial intelligence [4]. Group 2: New Energy System as a Driving Force - A new energy system is vital for ensuring national energy security, given China's resource endowment of "rich coal, poor oil, and little gas," and the high dependence on oil and gas imports [5]. - China has significant potential for wind and solar energy, with exploitable capacities exceeding 100 billion kilowatts and 400 billion kilowatts, respectively, which can meet future electricity demands [5]. - The cost of renewable energy has significantly decreased, with onshore wind power costs dropping over 60% and solar power costs falling by 80% in the past decade, making renewables more economically viable than coal [5]. Group 3: Climate Change Response - The new energy system is a necessary response to climate change, with China's commitment to reducing greenhouse gas emissions by 7%-10% from peak levels by 2035 [6]. - The energy sector accounts for over 80% of national carbon emissions, with the power industry being the main battlefield for carbon reduction efforts [6]. Group 4: Development Pathways for Energy Powerhouse - The 14th Five-Year Plan is a critical period for accelerating the construction of a new energy system, focusing on reforms, technological innovation, green consumption, and overall exports [8]. - Recommendations include deepening electricity market reforms, enhancing technological innovation in the energy sector, and promoting green low-carbon consumption models [9][10].

Core Viewpoint - The energy sector has demonstrated resilience and adaptability in the face of global energy restructuring, extreme weather challenges, and industrial transformation pressures, achieving significant progress in energy supply security and transitioning towards a greener, more innovative, and efficient energy system [13][14][17]. Group 1: Energy Supply Security - Energy security is a strategic issue that impacts national economic and social development, with a focus on ensuring stable energy supply as a priority for energy work [14]. - In 2025, the maximum electricity load reached 1.465 billion kilowatts, an increase of nearly 150 million kilowatts compared to the same period in 2024, with total electricity consumption exceeding 1 trillion kilowatt-hours for the first time globally [14][15]. - Coal production was maintained at over 4.8 billion tons, with imports around 470 million tons, ensuring a reasonable supply level and enhancing supply elasticity [15][16]. Group 2: Transition to Renewable Energy - The construction of a clean, low-carbon, safe, and efficient new energy system is accelerating, with significant investments in solar and wind energy, resulting in an additional 370 million kilowatts of installed capacity [17][18]. - Renewable energy sources accounted for approximately 22% of total electricity consumption, highlighting the rapid increase in their share within the energy mix [17][19]. - Policies promoting the integration and development of renewable energy have been implemented, leading to higher quality and more efficient energy production [17][19]. Group 3: Market Reforms and Innovations - The establishment of a unified national electricity market has been a key development, with market transactions reaching 6.6 trillion kilowatt-hours, accounting for 64% of total electricity consumption [24][25]. - The energy sector is undergoing a transformation from rigid supply to flexible demand response, with innovative mechanisms in place to manage peak electricity loads effectively [16][24]. - The introduction of new technologies and business models, such as virtual power plants and intelligent microgrids, is enhancing the adaptability of the electricity system to high proportions of renewable energy [17][21]. Group 4: Economic and Environmental Impact - The new energy system is expected to become a driving force for high-quality economic development, providing cheaper electricity and enhancing competitiveness in the face of international trade barriers [20][22]. - The focus on green development is not only improving air quality and energy management for consumers but also creating visible benefits from the transition to renewable energy [20][22]. - The integration of artificial intelligence in the energy sector is set to enhance operational efficiency and support the transition to a modern energy system [21][23].

Core Viewpoint - China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours for the first time in 2025, reflecting significant growth and the country's status as a manufacturing and population powerhouse [2][5][8]. Group 1: Electricity Consumption Data - In 2025, China's total electricity consumption is expected to reach 10,368.2 billion kilowatt-hours, representing a year-on-year growth of 5.0% [2]. - The breakdown of electricity consumption shows that the primary industry will consume 149.4 billion kilowatt-hours (up 9.9%), the secondary industry 6,636.6 billion kilowatt-hours (up 3.7%), the tertiary industry 1,994.2 billion kilowatt-hours (up 8.2%), and urban and rural residential electricity consumption 158.8 billion kilowatt-hours (up 6.3%) [2]. Group 2: Driving Forces Behind Growth - The tertiary industry and urban-rural residential electricity consumption are the main drivers of overall electricity growth, contributing 50% to the increase [4]. - Within the tertiary industry, the charging and swapping service sector saw a remarkable growth of 48.8%, while the information transmission, software, and IT services sector experienced a growth rate of 17.0% [4]. Group 3: Global Context and Historical Growth - China has become the first country in the world to surpass an annual electricity consumption of 10 trillion kilowatt-hours, which is more than double the annual electricity consumption of the United States and exceeds the combined consumption of the EU, Russia, India, and Japan [5]. - The achievement of 10 trillion kilowatt-hours represents a significant leap, being approximately double the total electricity consumption in 2015, indicating a doubling of electricity usage over the past decade [5][8]. Group 4: Supply and Infrastructure Developments - By 2025, China aims to establish a clean and low-carbon power generation system, an efficient interconnected transmission network, and a flexible and intelligent scheduling mechanism to ensure stable and reliable electricity supply [9]. - The installed capacity of wind and solar power reached 1.76 billion kilowatts by the end of November 2025, marking a 34% increase compared to the same period in 2024, with non-fossil energy accounting for over 60% of total installed capacity [9][11]. Group 5: Economic Transformation Reflected in Electricity Structure - The electricity consumption structure indicates a shift towards high-end manufacturing, with the secondary industry accounting for approximately 64% of total consumption, moving away from high-energy-consuming industries [12]. - In Jiangsu, the electricity consumption of the computer, communication, and other electronic equipment manufacturing sectors surpassed 50 billion kilowatt-hours for the first time, overtaking traditional industries like steel and chemicals [12]. - The growth in the tertiary sector is also notable, with the electric vehicle charging service sector experiencing a nearly 50% increase in electricity consumption, reflecting a consumer shift towards green transportation [14].

（来源：央视财经 ） ...