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经济日报丨能源转型迎来“光热时刻”
国家能源局· 2026-01-02 06:53
Core Viewpoint - The article emphasizes the importance of solar thermal power as a key technology in China's energy transition, aiming for a total installed capacity of approximately 15 million kilowatts by 2030, with electricity costs comparable to coal power [2][3]. Group 1: Importance of Solar Thermal Power - Solar thermal power acts as a stabilizer and regulator for the power grid, providing continuous and stable electricity even during nighttime or cloudy days, which is crucial as wind and solar power installations increase [3]. - The development of solar thermal power is expected to drive advancements in high-end manufacturing sectors, including precision machinery and high-temperature materials, enhancing China's competitiveness in the global renewable energy supply chain [3]. Group 2: Current Status and Challenges - China has successfully mastered mainstream solar thermal technologies, with the cost of power generation dropping to around 0.6 yuan per kilowatt-hour and construction costs decreasing from approximately 30,000 yuan per kilowatt to 15,000 yuan over the past decade [3][4]. - Despite its potential, solar thermal power faces challenges such as high initial investment and reliance on imported technology, which contribute to elevated project costs [4]. Group 3: Policy Measures and Solutions - Policies aim to reduce costs through large-scale deployment and the establishment of solar thermal power as a primary source in new energy stations, potentially increasing annual installed capacity by nearly 3 million kilowatts [4]. - The government encourages the localization of key equipment and optimization of performance to reduce import dependency and enhance operational efficiency [4]. Group 4: Future Trends - By 2030, solar thermal power is expected to integrate with other energy sources, such as photovoltaic and wind power, to provide stable energy solutions [5]. - The industry will diversify its technology routes and focus on efficiency improvements, moving from merely increasing installed capacity to enhancing power generation efficiency and reducing costs [6]. - Solar thermal power companies will evolve into comprehensive energy service providers, offering not just electricity but also peak regulation and backup services, becoming essential components of the new energy system [6].
新华社丨光热发电新政推动产业腾飞
国家能源局· 2026-01-02 06:53
Core Viewpoint - Concentrated solar power (CSP) is positioned as a key solution for high-proportion renewable energy consumption in China, leveraging its advantages in energy storage and flexible power generation [2][5]. Group 1: Policy and Strategic Goals - The National Development and Reform Commission and the National Energy Administration issued guidelines aiming for a total installed capacity of approximately 15 million kilowatts for CSP by 2030, with electricity costs comparable to coal power [2]. - The guidelines emphasize the importance of fostering a new industry that is internationally competitive, with a focus on independent market-oriented and industrial development [2]. Group 2: Cost Optimization and Application Expansion - Achieving the outlined goals requires a focus on cost optimization and expanding applications, including establishing a reasonable market mechanism to highlight the value of CSP in peak shaving and energy storage [4]. - The "CSP+" model is enabling diverse applications, extending from large wind-solar bases to zero-carbon parks, industrial steam supply, and clean heating [4]. Group 3: Role in Energy Transition - CSP is becoming a vital force in constructing a new energy system, contributing reliable green power to the transformation of the energy structure [5].
《电力中长期市场基本规则》解读之四︱“规”以求圆,“范”以兴市
国家能源局· 2026-01-01 07:55
"规"以求圆,"范"以兴市 —— 谈《电力中长期市场基本规则》的 "规"与"范" 目前,我国电力市场化改革正处于 " 三个转型发展期交汇、三大战略性目标并重 "的关键时期: 一是 电力市场化改革由试水期转入深水区。 当前,全国统一电力市场体系加速推进,电力现货市场进入了实质性试运行。 利益格局深度重构,利益调整不断加大,利益冲突易发频发。要求电力市场建设始终不忘改革初心,牢记改革使命,真正 释放改革红利、实现让利于民。 二是 电力系统由 "传统"向"新型"转型发展的过渡期。当前,新能源发展装机规模已经超过传统煤电机组,新型电力系统 建设进入了关键期。市场主体规模剧增,业务模式不断创新,交易策略调整频繁。要求电力市场建设适应新型电力系统发 展要求,为新型市场主体的培育和发展创造条件,为电力系统转型发展提供机制保障。 三是 国家治理现代化的治理技术升级换代期。当前,国家治理现代化已经深入到国家运行的方方面面并产生实质性重大影 响。治理要求不断提高,治理方式不断创新,治理措施不断深入。要求电力市场建设加强技术创新、以人工智能技术发展 为契机提升市场治理能力,有效防范市场运营风险,为经济社会发展提供持续稳定的能源基础 ...
国家能源局综合司关于征集中国—上海合作组织能源合作专项工作组成员单位的通知
国家能源局· 2026-01-01 03:51
国家能源局综合司关于征集中国—上海合作组织能源合作专项工作组成员单位的通知 有关单位: 2025年9月,习近平主席宣布成立中国—上海合作组织能源合作平台(以下简称合作平台),并宣布在未来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(以下简称"双千"项目)。合作平台由国家能源局牵头 设立,下设合作中心,依托水电水利规划设计总院建设。合作平台下将设立咨询委员会和专项工作组。为扎实推进合作平 台建设,统筹做好"双千"项目组织与实施,进一步深化我国与上海合作组织国家在能源领域的务实合作,国家能源局计划 启动专项工作组筹建工作。现公开征集专项工作组组长单位、副组长单位与成员单位,欢迎符合条件的单位积极申报。有 关事项通知如下。 一、专项工作组基本框架 合作平台将构建多层级、多领域、多功能的组织架构,指导层为指导委员会及办公室,支持层包括咨询委员会(专业支 持)与合作中心(组织和管理支持),工作层为各专项工作组。专项工作组将在指导委员会办公室的统一指导下开展工 作,合作中心将配合指导委员会办公室履行相关职责。 经研究,合作平台首批将设立"核电""油气""煤炭""可再生能源及电力"四个专项 ...
能源强国建设“大家谈”︱夯实能源基石,铸就强国之路——对建设能源强国的认识与思考
国家能源局· 2026-01-01 03:21
Core Viewpoint - The article emphasizes the importance of building an energy powerhouse as a foundation for a modern socialist country, highlighting energy security and its role in economic development and people's livelihoods [2][3]. Group 1: Understanding Energy Powerhouse - An energy powerhouse is essential for a modern socialist country, with energy security being a critical aspect that affects all sectors from industrial production to daily life [3]. - The core concept of an energy powerhouse is to achieve "strong energy" which in turn contributes to a "strong China," ensuring energy meets economic and societal needs while enhancing global competitiveness [3][4]. Group 2: Advantages and Challenges in Building an Energy Powerhouse - China's economic foundation is strong, with advantages such as a unified leadership system that ensures effective policy implementation and a large market that supports industrial upgrades and innovation [5][6]. - The complete industrial system in China, particularly in renewable energy, serves as a core driving force for building an energy powerhouse [6]. - Challenges include high dependence on foreign oil and gas, the need for energy structure optimization, and the transformation of energy consumption methods [6]. Group 3: Strategies for Building an Energy Powerhouse - A resilient energy supply system is necessary to enhance national security, focusing on increasing domestic oil and gas production and diversifying imports [7]. - Promoting green transformation through a mix of energy sources and improving energy consumption structures is essential for ecological sustainability [8]. - Strengthening energy technology innovation and governance capabilities will support the establishment of a modern energy governance system [8][9]. - Enhancing energy services to meet high-quality economic development needs and increasing international influence in energy matters are also critical [9].
习近平:学习好贯彻好党的二十届四中全会精神
国家能源局· 2026-01-01 02:06
Group 1 - The core viewpoint of the article emphasizes the importance of studying and implementing the spirit of the Fourth Plenary Session of the 20th Central Committee, which is a significant political task for the entire party and society [2][3][6] - The article outlines the major significance of the "14th Five-Year Plan" period for economic and social development, highlighting its role in achieving socialist modernization and responding to complex external environments [6][7] - It stresses the need for a correct understanding of the domestic and international situation, emphasizing the coexistence of strategic opportunities and risks during the "14th Five-Year Plan" period [7][9] Group 2 - The article details the guiding principles for economic and social development during the "14th Five-Year Plan" period, including the importance of the Party's leadership, prioritizing people, high-quality development, and comprehensive reform [9][10] - It outlines the major strategic tasks for advancing Chinese-style modernization, such as building a modern industrial system, promoting technological self-reliance, and enhancing domestic market strength [9][10] - The article emphasizes the fundamental guarantee for economic and social development, which is to uphold and strengthen the Party's comprehensive leadership [10][11] Group 3 - The article calls for a focus on high-quality development as the main theme of the "14th Five-Year Plan," advocating for the optimization of economic structure and the promotion of new productive forces [11][12] - It highlights the need to accelerate the establishment of a new development pattern that strengthens domestic circulation and promotes the interaction between domestic and international markets [12][14] - The article stresses the importance of advancing common prosperity for all people, ensuring that development benefits are distributed more equitably [14][15] Group 4 - The article discusses the need for better coordination between development and security, emphasizing that security is a prerequisite for development [15][16] - It outlines the necessity for comprehensive advancement across various fields to achieve socialist modernization, advocating for a systematic approach to policy implementation [16][17] - The article underscores the importance of strict governance of the Party, highlighting the need for self-revolution and anti-corruption efforts to ensure effective governance [17][19]
国家主席习近平发表二〇二六年新年贺词
国家能源局· 2025-12-31 11:55
这一年,令人难忘的是,我们隆重纪念中国人民抗日战争暨世界反法西斯战争胜利80周年,设立台湾光复纪念日。国之盛 典威武雄壮,胜利荣光永载史册,激励中华儿女铭记历史、缅怀先烈、珍爱和平、开创未来,凝聚起中华民族伟大复兴的 磅礴伟力。 我们依靠创新为高质量发展赋能。科技与产业深度融合,创新成果竞相涌现,人工智能大模型你追我赶,芯片自主研发有 了新突破,我国成为创新力上升最快的经济体之一。天问二号开启"追星"之旅,雅下水电工程开工建设,首艘电磁弹射型 航母正式入列。人形机器人亮出"功夫模式",无人机演绎绚丽"烟花"。创新创造催生了新质生产力,也让生活更加多姿多 彩。 新年前夕,国家主席习近平通过中央广播电视总台和互联网,发表二〇二六年新年贺词。 新华社记者 燕雁 摄 新年前夕,国家主席习近平通过中央广播电视总台和互联网,发表了二〇二六年新年贺词。全文如下: 大家好!岁序更替,华章日新。在新年到来之际,我在北京向大家致以美好的祝福! 2025年是"十四五"收官之年。5年来,我们踔厉奋发、勇毅前行,克服重重困难挑战,圆满完成目标任务,在中国式现代 化新征程上迈出了稳健步伐。我国经济总量连续跨越新关口,今年预计达到140万 ...
国家能源局有关负责同志就《关于促进电网高质量发展的指导意见》答记者问
国家能源局· 2025-12-31 09:23
Core Viewpoint - The article discusses the "Guiding Opinions on Promoting High-Quality Development of Power Grids" issued by the National Development and Reform Commission and the National Energy Administration, emphasizing the need for a new type of power system to support green and low-carbon energy transitions and ensure reliable electricity supply [2][3]. Group 1: Background and Objectives - The issuance of the "Guiding Opinions" is rooted in the need to construct a new type of power system as highlighted by President Xi Jinping in March 2021, aiming to adapt to the green and low-carbon energy transition and support the large-scale development of renewable energy [3]. - The main objectives include establishing a new power grid platform by 2030, enhancing resource optimization capabilities, and ensuring that renewable energy accounts for approximately 30% of total generation, with distributed energy capacity reaching 900 million kilowatts [4]. Group 2: Key Content and Tasks - The "Guiding Opinions" outlines seven key tasks: 1. Define the functional positioning of the new power grid platform, emphasizing its role as a public infrastructure [5]. 2. Strengthen unified planning and construction of power grids at all levels, optimizing the development of main and distribution networks [5]. 3. Build a new power dispatching system to enhance operational capabilities [5]. 4. Improve safety governance capabilities of the power grid, focusing on risk identification and emergency response [5]. 5. Empower grid development through new productive forces, including advancements in AI and digital technologies [5]. 6. Enhance comprehensive services for public welfare, supporting the construction of high-quality charging infrastructure [5]. 7. Strengthen supervision and management of the power grid, optimizing planning mechanisms and regulatory frameworks [5].
国家发展改革委 国家能源局关于促进电网高质量发展的指导意见
国家能源局· 2025-12-31 09:23
Overall Requirements - The article emphasizes the importance of the power grid as a hub connecting electricity production and consumption, aiming to support the green and low-carbon energy transition and ensure reliable electricity supply for high-quality living standards [2][3]. Key Points - By 2030, a new power grid platform will be established, integrating main and distribution networks with smart microgrids, enhancing resource optimization, and supporting renewable energy generation to account for approximately 30% of total electricity [3][4]. - By 2035, the coordination among main grids, distribution networks, and smart microgrids will be fully developed, with improved safety governance mechanisms and enhanced digitalization levels [4]. New Power Grid Platform Functionality - The new power grid will serve as a hub for a high-penetration renewable energy system, supporting the construction of a unified national electricity market and ensuring flexible and efficient operations [5]. - The grid will enhance public infrastructure attributes, ensuring equitable access to electricity and improving service levels for diverse consumer needs [5]. Unified Planning and Construction - The article stresses the need for unified planning in the development of main grids, distribution networks, and smart microgrids to ensure safety and reliability [7]. - It highlights the importance of optimizing transmission channels for cross-province and cross-region electricity flow to support clean energy development [7]. Investment and Development - There is a call for increased investment in the power grid, focusing on upgrading existing infrastructure and encouraging private capital participation [9]. - The article advocates for the construction of a new distribution system that supports flexible and intelligent operations, enhancing the interaction with various energy sources [9]. Power Dispatch System - A new power dispatch system will be established to enhance flexibility and adaptability, integrating various grid forms and operational models [10]. - The article emphasizes the need for a comprehensive control system to improve real-time monitoring and safety levels [10]. Safety Governance - The article outlines the necessity of a collaborative safety governance framework, defining responsibilities across the power supply chain and enhancing user awareness of safety [11]. - It calls for the establishment of a risk prevention mechanism to manage safety risks effectively [11]. Empowering New Productive Forces - The article encourages the advancement of key technologies for the new power grid, focusing on stability analysis and control technologies [13]. - It promotes the integration of artificial intelligence and digital technologies into grid operations to enhance efficiency and safety [13]. Service to Public Welfare - The article highlights the need to improve electricity service capabilities in urban and rural areas, ensuring reliable supply and supporting clean heating initiatives [14]. - It emphasizes the importance of developing a high-quality charging infrastructure to support electric vehicle integration [14]. Supervision and Management - The article calls for optimizing the planning and management mechanisms for the power grid, ensuring effective coordination among different operating entities [16]. - It stresses the importance of regulatory frameworks to oversee the natural monopoly aspects of the grid and ensure fair access to services [17]. Organizational Assurance - The article outlines the responsibilities of various stakeholders, including government agencies and grid companies, in promoting high-quality development of the power grid [18]. - It emphasizes the need for a supportive environment for the implementation of new technologies and practices in the power grid sector [18].
《电力中长期市场基本规则》解读之三︱深化电力市场衔接与协同 推动全国统一电力市场体系建设
国家能源局· 2025-12-31 06:57
Core Viewpoint - The article discusses the revision and implementation of the "Basic Rules for the Medium and Long-term Electricity Market," which aims to enhance the construction of a unified national electricity market system, addressing issues such as market connectivity and coordination [3][4]. Group 1: Objectives and Achievements - The unified electricity market is a key component of deepening electricity system reform and building a new power system, with significant progress made in market construction, supply stability, and price mechanisms [4]. - The market has seen record trading volumes and compliance rates, with market prices becoming more market-driven, and various regions have implemented plans for integrating renewable energy [4]. Group 2: Institutional Innovations - The new rules categorize market participants, including distributed energy sources and virtual power plants, clarifying their rights and obligations throughout the trading process [5]. - A unified technical standard system is established to support data integration and facilitate cross-regional trading [5]. - The rules also standardize trading timelines, enhancing the efficiency of market operations by coordinating long-term and spot market transactions [5]. Group 3: Spatial and Temporal Mechanisms - The rules address the challenges of market segmentation by establishing a trading system that connects inter-provincial and intra-provincial markets, promoting resource sharing and flexible adjustments [6]. - A comprehensive market mechanism is created to accommodate the volatility of renewable energy output, enhancing the stability and liquidity of market operations [7]. Group 4: Collaborative Operations of Trading Varieties - The rules define green electricity trading as a distinct category, emphasizing the traceability of environmental value alongside electricity trading [8]. - There is a focus on integrating the medium and long-term electricity market with the spot market, establishing a price transmission and settlement mechanism to prevent market arbitrage [9]. Group 5: Summary and Future Outlook - The revision of the rules signifies a new phase in the standardized, systematic, and collaborative development of the medium and long-term electricity market [10]. - Future efforts should focus on further integrating market designs and enhancing the operational mechanisms among various market segments to support energy security and the achievement of carbon neutrality goals [10].