Core Insights - The National Energy Administration reported that as of the end of November, the total installed power generation capacity in China reached 3.79 billion kilowatts, representing a year-on-year growth of 17.1% [2] - Solar power generation capacity reached 1.16 billion kilowatts, with a significant year-on-year increase of 41.9% [2] - Wind power generation capacity surpassed 600 million kilowatts, marking a year-on-year growth of 22.4%, equivalent to over 26 Three Gorges power stations [2] - China has maintained the world's largest wind power installation scale for 15 consecutive years [2] - By 2025, the wind power industry is expected to continue breaking records with the integration of the world's largest 26-megawatt offshore wind turbine and other significant projects [2] Industry Development - In 2000, China's wind power installed capacity was less than 400,000 kilowatts, primarily relying on imported equipment [2] - Currently, China provides approximately 70% of the global wind power equipment and has contributed to a more than 60% reduction in global wind power costs over the past decade [2] - In regions with favorable wind resources, the onshore wind power cost per kilowatt-hour has dropped to between 0.1 and 0.15 yuan, while the average cost for nearshore offshore wind power is about 0.33 yuan, making wind power a competitive energy source [2]

Core Viewpoint - The article emphasizes the importance of building an "Energy Power" in China, highlighting its significance for national energy security, economic development, and global energy transition leadership [2][6]. Understanding the Connotation of Energy Power - An "Energy Power" is defined as a nation possessing strong comprehensive capabilities across various dimensions such as energy scale, technology, security, economy, green initiatives, and governance [3]. - It is not merely about resource reserves or production volumes but involves a robust energy supply chain and technological innovation [3]. Research Basis for Energy Power - China's energy landscape has evolved from a "small wave" to a "big tide," with significant advancements in wind and solar energy [4]. - The theoretical foundation includes the "Energy Triangle" theory, which balances energy security, economy, and cleanliness, and the "All-Energy System" theory, which promotes the integration of fossil and renewable energy [4][5]. Strategic Significance of Building Energy Power - The strategy is crucial for ensuring national energy security, achieving carbon neutrality, supporting modernization, and providing a global energy transition model [6]. - It also aims to lead global green energy transitions and climate governance [6]. Implementation Pathways for Building Energy Power - The construction of an Energy Power is a systematic and long-term process, proposed to follow a "three-step" strategy [7]. - Phase 1 (2026-2030): Steady development of fossil energy and accelerated growth of renewables, achieving peak carbon emissions. - Phase 2 (2031-2050): Efficient development of renewable energy, increasing oil and gas self-sufficiency, and establishing a multi-energy system. - Phase 3 (2051-2060): Renewables becoming the dominant energy source, with fossil fuels primarily serving as raw materials [8]. Strategic Measures for Building Energy Power - Future energy development should focus on technology-driven initiatives, emphasizing clean coal, stable oil and gas supply, and intelligent integration of energy systems [9]. - Key technological innovations include clean coal utilization, shale gas development, and advancements in wind, solar, hydrogen, and energy storage [9]. - The construction of super energy basins and the collaborative development of the "Belt and Road" energy corridor are also highlighted as strategic measures [10].

随着 " 双碳 " 战略的深入推进，我国风光新能源装机规模持续高速增长，截至 2025 年 11 月底，全国风光发电累计装机 已达 17 亿千瓦以上，风光发电渗透率已超 20% ，在此情景下，风光出力的间歇性和波动性对电力系统支撑调节资源的需 求快速增加。光热发电兼具调峰电源和长时储能双重功能，能够实现用新能源调节支撑新能源，可以为电力系统提供长周 期调峰能力和转动惯量，是实现新能源安全可靠替代的有效手段。 锚定碳达峰和 2035 年国家自主贡献目标，新能源扩量增质需要不断提升系统友好性，推进光热发电规模化发展是其中一 个重要路径。在此背景下，国家发展改革委、国家能源局印发《关于促进光热发电规模化发展的若干意见》（以下简称 《若干意见》），推动光热发电规模化、高质量发展，多场景、融合创新应用，对行业发展和新型电力系统建设具有重要 意义。 一、耦合长时热储能和系统调节性能，光热发电是新型电力系统十分稀缺的安全可控绿色电源 目前，我国光热发电已建成规模 162 万千瓦，在建装机规模 270 万千瓦（占全球在建装机的 90% 以上），项目储热时 长大多在 6 小时以上。其中，单站最大装机 35 万千瓦，配置长达 1 ...

Core Viewpoint - The article emphasizes the importance of adhering to the Central Eight Regulations and promoting a culture of integrity and practical work within the Communist Party, as highlighted in the recent meeting chaired by General Secretary Xi Jinping [2][3][4]. Summary by Sections Meeting Overview - The Central Political Bureau held a democratic life meeting to study and implement Xi Jinping's thoughts and the spirit of the 20th National Congress, focusing on the persistent implementation of the Central Eight Regulations and the normalization of work style construction [2][3]. Key Focus Areas - The meeting identified five key areas for improvement: enhancing political loyalty and capability, strengthening party character, respecting the people and laws, taking responsibility in work, and ensuring accountability in party governance [3][4]. Achievements and Goals - The Central Political Bureau acknowledged significant achievements under Xi Jinping's leadership, emphasizing the need to maintain stability and promote high-quality development as the country approaches the 15th Five-Year Plan [4][5]. Commitment to Regulations - There is a strong commitment to continue addressing the "Four Winds" issues and to ensure that the Central Eight Regulations are treated as strict guidelines, with a focus on practical results and reducing formalism [5][6]. Leadership Responsibilities - Leaders are urged to be pragmatic, self-reflective, and to engage deeply with grassroots realities, ensuring that they remain aligned with the Party's core values and responsibilities [6][7].

Group 1 - The article outlines the issuance of the "Basic Rules for the Long-term Electricity Market" by the National Development and Reform Commission and the National Energy Administration to accelerate the establishment of a unified national electricity market [2][3] - The revised rules aim to deepen the construction of the long-term electricity market and standardize trading behaviors in response to the needs of electricity reform and development [3][4] - Local electricity trading institutions are required to draft implementation details for the long-term electricity market by March 1, 2026, and submit them for record to the National Development and Reform Commission and the National Energy Administration [4]

Core Viewpoint - The recent issuance of the "Basic Rules for the Medium and Long-term Electricity Market" aims to enhance the development and regulation of China's electricity market, aligning with the goals set forth in the 20th National Congress of the Communist Party of China [3][4]. Group 1: Background and Purpose - The revision of the rules is a response to the ongoing electricity system reform and aims to establish a unified national electricity market, which is crucial for the healthy development of the electricity sector [3]. - In the first three quarters of the year, medium and long-term electricity transactions accounted for 95.9% of the total market transaction volume, highlighting the importance of these rules [3]. Group 2: Main Revisions - The new rules consist of 13 chapters and 98 articles, covering various aspects such as market members, transaction types, pricing mechanisms, and risk management [5]. - Key revisions include adapting to current and future market needs, incorporating mechanisms for cross-grid transactions, and enhancing risk prevention measures [5]. - The rules also streamline the regulatory framework by merging previous regulations and eliminating redundant content, thereby reinforcing the overall rule system [5]. Group 3: Future Implementation - The National Development and Reform Commission and the National Energy Administration will monitor the operation of the medium and long-term electricity market and ensure compliance with the new rules [8]. - Local electricity trading institutions will be required to draft implementation details that align with the basic rules, ensuring consistency across regions [8].

Group 1 - The National Energy Administration issued 258 million green certificates in November 2025, involving 509,700 renewable energy generation projects, with 150 million tradable green certificates, accounting for 58.25% [2] - In the period from January to November 2025, a total of 2.736 billion green certificates were issued, of which 1.743 billion were tradable [2] - The breakdown of green certificates issued in November 2025 includes wind power (75,96), solar power (5,804), conventional hydropower (10,822), biomass power (1,331), and other renewable energy sources (280), totaling 25,833 [4] Group 2 - In November 2025, a total of 132 million green certificates were traded nationwide, with 25.39 million being green electricity trading certificates [5] - From January to November 2025, a total of 728 million green certificates were traded, including 228 million green electricity trading certificates [5] - The average trading price of green certificates for electricity produced in 2024 was 4.28 yuan per certificate, while for electricity produced in 2025, it was 5.16 yuan per certificate [7]

Core Viewpoint - The article discusses the significant potential for the large-scale development of solar thermal power generation in China, emphasizing the supportive policies and strategic direction provided by the recent government document titled "Several Opinions on Promoting the Large-Scale Development of Solar Thermal Power Generation" [2][5]. Group 1: Foundation for Large-Scale Development - Solar thermal power generation has established a solid foundation for large-scale development, with significant advancements made during the "Eleventh Five-Year" and "Twelfth Five-Year" periods, leading to a rapid increase in installed capacity and the establishment of a complete industrial chain with independent intellectual property rights [4]. - As of the "Fourteenth Five-Year" period, the installed capacity of solar thermal power generation reached approximately 1.62 million kilowatts, ranking third globally, with about 2.7 million kilowatts of projects under construction [4]. Group 2: Support for New Power Systems - The operation of the first batch of solar thermal demonstration projects has validated its unique advantages in stable and reliable power output, making it comparable to coal-fired power plants, with peak shaving rates reaching 10% per minute and continuous operation for up to 230 days [6][7]. - The "Several Opinions" document emphasizes optimizing the operation of solar thermal power plants to enhance their peak shaving capabilities and support the green and low-carbon energy supply [7]. Group 3: Economic Viability and Policy Support - Despite a 52% reduction in grid connection prices since the first demonstration projects in 2016, solar thermal power generation still does not achieve grid parity, necessitating further technological and economic advancements [8]. - The document proposes improving policy support mechanisms, including compensation for reliable capacity and encouraging provinces to develop assessment methods for solar thermal power plants [9]. Group 4: Growth Potential in the Renewable Energy Sector - The solar thermal power generation industry is expected to become a new growth point in China's renewable energy sector, with a target of reaching 15 million kilowatts of total installed capacity by 2030, potentially driving direct investments of approximately 170 billion yuan [10]. - The anticipated new projects could create around 132,000 to 142,000 jobs during the "Fifteenth Five-Year" period, highlighting significant social benefits [10]. Group 5: Technological Innovation and International Cooperation - The document calls for accelerating technological innovation in solar thermal power generation, including the construction of large-capacity power plants and the exploration of carbon reduction technologies in conjunction with coal power [11]. - It also encourages international collaboration and participation in setting global standards, aiming to establish flagship projects under the Belt and Road Initiative [11].

Core Viewpoint - The article announces the first batch of national-level zero-carbon park construction, which includes 52 parks, emphasizing the importance of local government support and responsibility in achieving zero-carbon goals [2][3]. Group 1: National-Level Zero-Carbon Parks - A total of 52 parks have been included in the first batch of national-level zero-carbon park construction [2]. - Local development and reform commissions, along with relevant departments, are tasked with guiding and supervising the construction of these parks [3]. - The parks are required to develop construction plans that align with national zero-carbon indicators, optimize energy supply and consumption, and establish infrastructure projects [2][3]. Group 2: Support and Innovation - Local authorities are encouraged to provide necessary support in terms of funding, resources, technical assistance, and financial services for the construction of zero-carbon parks [3]. - The article promotes the implementation of green electricity supply models, such as direct connections for renewable energy and nearby access to distribution networks [3]. - Parks are encouraged to innovate in technology, policy, and business models tailored to local conditions [3]. Group 3: Progress Tracking and Experience Sharing - Local development and reform commissions are responsible for tracking the progress of zero-carbon park construction and organizing evaluations for those meeting national standards [3]. - Successful parks will be formally recognized as national-level zero-carbon parks after passing evaluations [3]. - The article emphasizes the importance of summarizing experiences and promoting best practices from these parks to facilitate low-carbon transformations in other regions [3].

2." 同比增长 " 列中，标 的指标为绝对量；标 的指标为百分点。 国家能源局 国家能源局微信公众号是国家能源局新闻宣传、信息公开、服务群众的重要平台。 · 公开 政务信息 · 发布 行业动态 ·提供公众服务 12 月 26 日，国家能源局发布 1-11 月份全国电力工业统计数据。 截至 11 月底，全国累计发电装机容量 37.9 亿千瓦，同比增长 17.1% 。其中，太阳能发电装机容量 11.6 亿千瓦，同比 增长 41.9% ；风电装机容量 6.0 亿千瓦，同比增长 22.4% 。 1-11 月份，全国发电设备累计平均利用 2858 小时，比 上年同期降低 289 小时。 | 指 标 名 称 | 单位 | 1-11月 | 同比增长 | | --- | --- | --- | --- | | | | 累计 | (%) | | 全国发电装机容量 | 万千瓦 | 379351 | 17.1 | | 其中:水电 | 万千瓦 | 44490 | 3.0 | | 火电 | 万千瓦 | 152225 | 5.9 | | 核电 | 万千瓦 | 6248 | 7.6 | | 风电 | 万千瓦 | 60264 | 22.4 ...