Core Viewpoint - The article emphasizes the importance of ensuring reliable power supply during the 2026 Spring Festival and the National Two Sessions, highlighting the need for meticulous planning and execution by relevant authorities [2] Group 1: Power Supply Assurance - The National Energy Administration (NEA) is conducting on-site inspections to oversee power supply security for the upcoming Spring Festival and National Two Sessions [2] - The NEA stresses the need for a sense of responsibility to ensure that all preparations for power supply are thorough and effective [2] - Special attention will be given to public welfare during the Spring Festival and to key event venues during the National Two Sessions to guarantee safe and reliable electricity supply [2] Group 2: Emergency Preparedness - The article highlights the necessity of strengthening emergency response measures to prevent natural disasters and to promptly address any unexpected incidents [2] - Ensuring a stable and orderly power production situation across the nation is a priority during this critical period [2]

Group 1: Green Certificate Issuance - In January 2026, the National Energy Administration issued 196 million green certificates, covering 832,000 renewable energy generation projects, with 151 million being tradable, accounting for 76.79% of the total [2] - The green certificates issued correspond to renewable energy generation for December 2025, totaling 152 million, which represents 77.49% of the issuance [2] - The breakdown of green certificate issuance by renewable energy type includes: Wind Power (85,450), Solar Power (54,900), Conventional Hydropower (41,580), Biomass Power (13,110), and Other Renewable Energy (980) [4] Group 2: Green Certificate Trading - In January 2026, a total of 102 million green certificates were traded nationwide, with 33.69 million being green electricity trading certificates [5] - The trading volume by renewable energy type includes: Wind Power (48,970), Solar Power (42,060), Biomass Power (7,970), and Other Renewable Energy (3,060) [7] - The separate trading of green certificates in January 2026 reached 68.37 million, with 6.5 million certificates for the production year 2024 traded at an average price of 1.25 yuan per certificate, reflecting a 11.64% increase in price; for the production year 2025, 61.88 million certificates were traded at an average price of 5.51 yuan per certificate, showing a 7.04% price increase [7][9]

Core Viewpoint - The article emphasizes the significant achievements and future directions of China's nuclear power development during the "14th Five-Year Plan" period, highlighting the importance of safety, scale, technology, and international cooperation in advancing nuclear energy as a strategic industry for national strength [4][8]. Group 1: Achievements During the "14th Five-Year Plan" - China's nuclear power has maintained a safe and stable operation with no adverse impacts on the public or environment, achieving international safety standards [4]. - There are currently 112 operational and approved nuclear power units in mainland China, with a total installed capacity of 125 million kilowatts, making it the world's largest nuclear power country [4]. - The average annual approval of 9 units during this period marks a new phase of batch construction in nuclear power [4]. Group 2: Technological Advancements - The "Hualong One" technology has 38 units approved for operation or under construction, representing the largest scale of third-generation nuclear technology globally [5]. - The successful operation of the high-temperature gas-cooled reactor demonstration project and the upcoming small reactor demonstration project in Hainan indicate advancements in fourth-generation technology [4][5]. Group 3: Equipment and Supply Chain - China has established the most complete nuclear power equipment supply chain globally, with a manufacturing capacity of 10 sets of nuclear power main equipment annually and a domestic equipment localization rate exceeding 90% [5]. - The construction capability allows for simultaneous construction of 50 units, showcasing China's leading position in nuclear power construction [5]. Group 4: Future Directions and Strategic Goals - The "15th Five-Year Plan" aims to ensure nuclear power safety, promote coastal nuclear power construction, and advance technological innovation, including the development of small and fourth-generation reactors [12][13]. - The plan emphasizes the need for coordinated development of the nuclear power industry chain, including securing uranium resources and managing nuclear waste [13]. - International cooperation is encouraged to enhance China's role in global nuclear governance and to leverage its large domestic market for international nuclear projects [13]. Group 5: Domestic and International Context - Internationally, over 30 countries are increasing their nuclear commitments, presenting opportunities for China to enhance international nuclear cooperation [10]. - Domestically, while energy consumption is expected to grow steadily, challenges include ensuring safety for a large number of operational units and adapting to the unified national electricity market [10].

Core Viewpoint - The article discusses the implementation of the "Implementation Opinions on Improving the National Unified Electricity Market System," which aims to enhance the electricity market structure in China, transitioning from foundational construction to a more mature market system by 2030 and 2035 [2][3]. Group 1: Key Goals and Framework - The implementation outlines two key goals: to establish a national unified electricity market system by 2030, with market-based transactions accounting for approximately 70% of total electricity consumption, and to fully develop this system by 2035, ensuring a steady increase in market transaction ratios [3]. - The article emphasizes that the construction of a unified electricity market is crucial for optimizing resource allocation, ensuring energy security, and supporting economic growth [5]. Group 2: Market Development and Achievements - By 2025, the market-based electricity transaction volume is projected to reach 6.6 trillion kilowatt-hours, a sevenfold increase from 2015, with market transactions rising from less than 15% to 64% of total electricity consumption [6]. - The cross-regional electricity trading volume is expected to grow from less than 0.1 trillion kilowatt-hours in 2015 to approximately 1.6 trillion kilowatt-hours by 2025, marking a growth of over 15 times [6]. - The market structure has evolved to include a multi-level collaborative framework, ensuring balance and security in electricity supply through provincial and inter-provincial trading [6]. Group 3: Pricing Mechanisms and Market Participation - A preliminary market-based pricing mechanism has been established, allowing for price fluctuations in coal and industrial electricity within reasonable limits, while ensuring sustainable development for renewable energy [7]. - By the end of 2025, all commercial users are expected to participate in the electricity market, with over 1.09 million registered market entities, a 22-fold increase since 2015 [7]. - The governance structure for the electricity market has begun to take shape, with government oversight, regulatory bodies, and independent trading institutions working collaboratively [7]. Group 4: Future Directions and Reforms - The "Implementation Opinions" address key systemic barriers in the current electricity market, focusing on optimizing resource allocation, enhancing market functions, and promoting equal participation among various stakeholders [10]. - Plans to improve cross-regional electricity trading include expanding transmission capacity and increasing the share of clean energy, aiming to shift from a primarily planned trading model to a more market-oriented approach [11]. - Differentiated market entry paths for various renewable energy projects are proposed, encouraging private sector participation and the development of new energy technologies [12].

Core Viewpoint - The article discusses the implementation of the "Opinions on Improving the National Unified Electricity Market System," which aims to establish a unified electricity market in China by 2030 and fully complete it by 2035, with market-based electricity transactions accounting for approximately 70% of total electricity consumption by 2030 [2][6]. Group 1: Market Structure and Development - The establishment of a national unified electricity market is crucial for optimizing electricity resource allocation and ensuring energy security, which is essential for economic growth [3]. - By the end of 2025, market-based electricity transactions are expected to reach 6.6 trillion kilowatt-hours, a sevenfold increase from 2015, with the market share rising from less than 15% to 64% of total electricity consumption [3]. - The market structure has developed a multi-level collaborative framework, facilitating provincial and inter-provincial electricity transactions, with cross-province electricity trading expected to grow from less than 0.1 trillion kilowatt-hours in 2015 to approximately 1.6 trillion kilowatt-hours by 2025 [3][4]. Group 2: Market Mechanisms and Pricing - A comprehensive range of electricity trading categories has been established, including long-term, spot, auxiliary services, and green electricity markets, with a preliminary market-based pricing mechanism in place [4]. - The pricing for coal and industrial electricity is expected to fluctuate within reasonable limits, and a sustainable pricing settlement mechanism for renewable energy will be established to ensure reasonable returns [4][5]. Group 3: Key Tasks and Goals - The "Opinions" outline two key goals: to establish a basic unified electricity market system by 2030 and to fully develop it by 2035, with a focus on increasing the market share of electricity transactions [6]. - Breaking down market barriers is identified as a critical task, with plans to transition from separate pricing and trading to unified pricing and joint trading across different market levels [7]. Group 4: Participation of Various Entities - The article highlights the need for broad participation from various market entities, with over 1.09 million registered market participants, a 22-fold increase since 2015 [8]. - New business models and industries are emerging, with significant investments in new energy storage and virtual power plants, indicating a dynamic market environment [8][9]. - The "Opinions" encourage the participation of diverse energy sources and new business entities in the electricity market, promoting a more inclusive and flexible market structure [9].

Core Viewpoint - The article discusses the implementation opinions issued by the State Council on improving the national unified electricity market system, outlining key tasks for the next 5 to 10 years to enhance the market structure and functionality [2]. Group 1: Market Development Goals - By the end of 2025, the market-based electricity trading volume in China is expected to reach 6.6 trillion kilowatt-hours, a sevenfold increase from 2015, accounting for 64% of the total electricity consumption [2]. - By 2030, the goal is to have all types of power sources and non-protected users directly participate in the electricity market, with market-based trading volume making up approximately 70% of total electricity consumption [3]. - By 2035, the aim is to fully establish the national unified electricity market system, with further maturation of market functions and a steady increase in the proportion of market-based trading volume [3]. Group 2: Key Tasks and Innovations - The implementation opinions outline 19 key tasks across five areas: optimizing nationwide electricity resource allocation, enhancing market functions, promoting equal participation of various operators, establishing a unified market system, and strengthening policy coordination [3]. - The opinions propose a shift from "individual pricing and trading" to "unified pricing and joint trading" among different market levels, exploring voluntary integration of adjacent provincial markets [4]. Group 3: Renewable Energy Participation - The opinions emphasize differentiated pathways for various forms of renewable energy projects, such as large-scale bases and distributed energy, to better integrate into the electricity market [5]. - Specific measures include promoting inter-provincial green electricity trading and establishing long-term green electricity contracts to meet the needs of export-oriented and foreign-funded enterprises [5]. Group 4: Participation of Private Enterprises - The opinions encourage the participation of private enterprises in the electricity market, particularly in new sectors like energy storage, virtual power plants, and smart microgrids [5]. - It is proposed that all non-protected electricity users gradually participate directly in the electricity market [5]. Group 5: Implementation and Coordination - The National Development and Reform Commission will coordinate the implementation of the opinions, enhance supporting policies, and ensure effective execution of the outlined measures [6]. - There is a focus on mobilizing various operators and encouraging societal participation in the construction of the electricity market [6].

Group 1 - The article emphasizes the strategic importance of building an energy powerhouse in China, aligning with the national goals set forth in the 14th Five-Year Plan and the recent Central Economic Work Conference [3][4]. - The "Four Revolutions, One Cooperation" energy security strategy proposed by President Xi Jinping has guided significant advancements in China's energy sector over the past decade, enhancing self-sufficiency and promoting green transformation [4][5]. - The construction of an energy powerhouse is seen as essential for achieving high-quality development in the energy sector, addressing both energy security and the dual carbon goals [4][5]. Group 2 - Nuclear energy is highlighted as a crucial component of the energy powerhouse strategy due to its clean, low-carbon, and efficient characteristics, with China making significant strides in nuclear technology and capacity [7][8]. - China currently operates and has approved 112 nuclear power units, with a total installed capacity exceeding 125 million kilowatts, ranking first globally [7]. - The safety performance of China's nuclear power operations adheres to the highest international standards, ensuring stable and secure energy supply [7][8]. Group 3 - China General Nuclear Power Group (CGN) is committed to enhancing its core functions and competitiveness, focusing on high-quality development in the nuclear energy sector [9][10]. - CGN's operational and construction capacity exceeds 56 million kilowatts, maintaining world-class safety performance and driving domestic equipment localization [9][10]. - The company aims to strengthen innovation in nuclear technology and expand the application of nuclear energy in various sectors, contributing to the country's green and low-carbon transition [10][11].

近 日 ，国家能源局召开全国可再生能源电力开发建设（ 1 月）调度视频会。国家能源局党组成 员、副局长万劲松出席会议并讲话。 会议总结了 2025 年全国可再生能源发展总体情况，听取了上次月度调度会提出的意见建议落实情 况 ， 分析了可再生能源发展面临的形势和问题，部署了 2026 年重点工作。 会议指出， 在全行业共同努力下， 2025 年全国可再生能源新增装机达到 4.52 亿千瓦，同比增长 20.7% ，约占新增装机的 82.5% 。 截至 2025 年底，可再生能源 总装机 23.37 亿千瓦，约占 全国电力总装机的 60% ；可再生能源 发电量 3.99 万亿千瓦时，占全社会用电量 38.5% 。 2025 年， 全国新增并网风电、 太阳能发电 装机 4. 38 亿千瓦（其中风电 1.2 亿千瓦， 太阳能 发电 3. 18 亿千瓦），同比增长 22.3% ， 再创历史新高 ； 风电光伏累计并网装机达到 18.4 亿 千瓦，历史性超过火电，占比 47% ；风光 发电量 合计 2.3 万亿千瓦时，约占全社会用电量的 22% 。无论从新增装机还是发电量看， 2025 年新能源发展均创历史新高。 了解更多能 ...

坚持电力先行 为能源强国建设和 "十五五"良好开局提供有力支撑 国家能源局电力司司长 杜忠明 党的二十届四中全会擘画了未来五年经济社会发展的宏伟蓝图，作出了建设能源强国的战略部署。全国能源工作会议、监管工作会议就贯彻落实 党的二十届四中全会精神、深入推进能源强国建设作出总体安排，电力司深入贯彻会议精神，准确把握电力行业所处的战略方位，以电力高质量 发展为能源强国建设提供关键支撑，在"十五五"开局之年展现新担当新作为。 准确把握电力行业发展在能源强国建设中的战略方位 "十四五"以来，我国电力行业保持健康快速发展。截至2025年底，全国电力装机总规模达到38.9亿千瓦，其中新能源装机规模突破18亿千瓦，装 机比重历史性超过火电；特高压直流输电通道达到24回，"西电东送"输电能力达到3.4亿千瓦，"十四五"电力规划主要发展目标顺利完成。 一是电力供应保障有力有序。 建成世界最大的清洁电力供应体系，有效保障了"十四五"我国年均6.6%的用电量增速，有力支撑了年均5.4%的国 民经济增长。2025年全国用电量首次突破10万亿千瓦时，达到10.37万亿千瓦时，超过美国、德国、日本、印度的用电量总和。城乡配电网供电 保障能 ...

Core Viewpoint - In 2025, China's wind and solar power generation will achieve significant advancements, with a total installed capacity exceeding 430 million kilowatts, marking a historical high and a year-on-year growth of 22.0% [2] Group 1: Installed Capacity Growth - The newly added installed capacity for wind power will reach 120 million kilowatts, while solar power will contribute 318 million kilowatts [2] - Cumulative installed capacity for wind and solar power will reach 1.84 billion kilowatts, accounting for 47.3% of total capacity, surpassing thermal power for the first time [2] Group 2: Renewable Energy Consumption - The "green content" of electricity consumption continues to improve, with wind and solar power generation increasing by 25% year-on-year, contributing to a 22% share of total electricity generation [2] - The share of renewable energy in total electricity generation will approach 40%, driven by the growth in wind and solar power [2] Group 3: Development Achievements - Since the 14th Five-Year Plan, the development speed of new energy represented by wind and solar has been unprecedented, with cumulative installed capacity reaching 3.4 times that of the end of 2020 [2] - The contribution of the energy transition has become increasingly prominent, with the share of electricity generation from renewables increasing by over 12 percentage points [2] - The successful completion of the 14th Five-Year Plan's targets lays a solid foundation for achieving carbon peak by 2030 and the self-contribution goals by 2035 [2]