Group 1 - The meeting emphasized the importance of implementing the "Two Heavy" construction within the context of the 14th Five-Year Plan, focusing on strategic, forward-looking, and holistic requirements, while enhancing departmental collaboration and promoting the integration of soft and hard elements [2] - It was highlighted that enhancing supply-demand adaptability is an effective measure to release consumption potential and facilitate economic circulation, with a focus on leading industrial upgrades through consumption upgrades and meeting diverse demands with high-quality supply [3] - The meeting discussed the need for accelerating the application of new technologies and models, particularly in key industries, to develop new products and value-added services, thereby expanding new consumption increments [3] Group 2 - The meeting reviewed and approved the draft amendment of the Trademark Law of the People's Republic of China, emphasizing the need for legal enhancement of trademark management and protection to promote economic and social development [4] - The meeting also approved the revised draft of the Funeral Management Regulations, indicating a regulatory update in this sector [5]

巴西当地时间 11 月 13 日 ， 《联合国气候变化框架公约》第三十次缔约方大会（ C OP30 ）中国角 新能源日 " 中国能源转型与新能源发展 " 主题边会在巴西贝伦成功举办 。会议由中国国家能源局新能源和可再生能源司、国务院参事室交流合作司指导，中国宏观经济研究院能源研究所、 国网能源研究院有限公 司联合主办 。 中国气候变化事务特使刘振民、国务院参事室副主任郑宏英、国家发展改革委环资司司长王善成、国家能源 局新能源和可再生能源司司长李创军、国家能源局国际司副司长熊敏峰 ， 丹麦气候事务大使奥勒 · 通克、国际可再生能源署总干事弗朗西斯科 · 拉 · 卡梅拉、 巴西财政部生态转型副秘书长卡罗利娜 · 格罗特拉 出席会议并致辞。 国家能源局新能源和可再生能源司介绍中国新能源和可再生能源发展所做的工作、取得的成绩和积累的经验 ， 发布《中国绿证发展报告》。国家 能源局国际司 介绍 中国能源转型为全球绿色低碳发展注入强大动力 的实践经验。 中国宏观经济研究院能源研究所发布《中国能源转型展望 2025 》 ， 国网能源研究院有限公司能源战略与规划研究所发布《中国能源电力发展展望 2025 》 等 。 本次边会 ...

Core Viewpoint - The article emphasizes the importance of promoting high-quality development of renewable energy in China, as guided by national policies and targets for carbon neutrality and peak carbon emissions [2]. Summary by Sections Renewable Energy Power Consumption Responsibility Completion - In 2024, the national renewable energy power consumption responsibility weight was completed at 35.2%, an increase of 3.2 percentage points year-on-year [5]. - 26 provinces completed the national total consumption responsibility weight, with Sichuan, Yunnan, and Qinghai exceeding 70% [5]. - Only Shanxi, Hubei, and Chongqing did not meet their renewable energy power consumption responsibility weights, with deficits of 0.3, 3.0, and 1.9 percentage points respectively [5][9]. Non-Hydropower Renewable Energy Power Consumption - The actual completion of non-hydropower renewable energy power consumption responsibility weight was 20.8%, up by 2.7 percentage points year-on-year [10]. - 28 provinces met the national non-hydropower consumption responsibility weight, with six provinces exceeding 30% [10]. - Shanxi was the only province that did not meet the non-hydropower renewable energy power consumption responsibility weight, with a shortfall of 0.6 percentage points [10][12]. Utilization Rates of Renewable Energy - In 2024, the average wind power utilization rate was 95.9%, a decrease of 1.4 percentage points year-on-year [13]. - The average photovoltaic power utilization rate was 96.8%, down by 1.1 percentage points year-on-year [13]. - The effective hydropower utilization rate was approximately 99.0%, a decline of 0.4 percentage points year-on-year [13]. High Voltage Direct Current (HVDC) Transmission of Renewable Energy - In 2024, 20 HVDC lines transmitted a total of 705.3 billion kWh, with renewable energy accounting for 400.8 billion kWh, an increase of 22.2% year-on-year [22]. - Renewable energy accounted for 56.8% of the total transmission volume of HVDC lines, an increase of 4.3 percentage points year-on-year [22]. Clean Energy Demonstration Provinces - In Zhejiang, the total renewable energy power consumption was 170.9 billion kWh, accounting for 25.2% of the province's total electricity consumption, an increase of 3.1 percentage points year-on-year [24]. - In Sichuan, the total renewable energy power consumption was 298 billion kWh, representing 74.5% of the province's total electricity consumption, a decrease of 1.5 percentage points year-on-year [24]. - In Gansu, the total renewable energy power consumption was 93.1 billion kWh, accounting for 53.3% of the province's total electricity consumption, an increase of 1.7 percentage points year-on-year [25].

并网消纳问题日益突出，新能源发展自主性需进一步增强。 "十四五"以来，我国新能源行业进入跨越式发展新阶段，截至 2 025 年 9 月，风光总装机突破 17 亿千瓦，已超越火电成为 第一大 电源。随着规模不断增长，新能源并网消纳问题日 益突出， 今年前三季度 ，全国 新能源 利用率 降至 9 5% 以下，同比下降 2 个百分点 ，弃风弃光范围由 "三北"地区扩 散至中东部地区 ， 弃电月度分布也更加广泛，非供暖期弃电占比持续上升。依赖大规模远距离外送消纳和公共电网调节已 难以满足新能源快速发展需求，迫切需要转变发展方式，增强新能源发展自主性，提升就地就近消纳比例，逐步减少对大 电网的依赖，降低系统运行调节压力。 迈入全面市场化发展新阶段，新能源收益模式需进一步拓宽。 当前，全国统一电力市场建设加速推进，新能源已迈入全面 市场化新阶段。随着新能源渗透率不断提高，电力市场价格波动显著增强，山东、 内蒙古 等多地在新能源大发时段出现负 电价现象，蒙西地区 2 025 年 上半年 电力现货出清均价较去年同期下降 40% 以上，新能源面临收益不确定性增大、议 价能力偏弱等问题挑战。新能源亟需摆 脱传统 "上网发电 + ...

Core Viewpoint - The article discusses the newly approved "Regulations on the Planning, Construction, and Operation Management of Oil and Gas Infrastructure," which will take effect on January 1, 2026, aiming to enhance the planning, construction, and management of oil and gas infrastructure in China [1][2]. Group 1: Planning and Management - Provincial energy authorities are responsible for managing oil and gas infrastructure planning and construction within their jurisdictions [3]. - The regulations encourage the research and development of key technologies and materials for oil and gas infrastructure, promoting digital and intelligent development through advanced technologies like artificial intelligence [3]. - A comprehensive standard system for oil and gas infrastructure will be established to ensure supply safety and support green and low-carbon transitions [3]. Group 2: Infrastructure Planning - The State Council's energy department will organize the national oil and gas infrastructure development plan, considering economic and social development, resource endowments, and environmental protection [4]. - Local energy authorities must align their regional plans with national guidelines and ensure that oil and gas infrastructure development is integrated with land use planning [5]. Group 3: Infrastructure Construction - Enterprises responsible for constructing national oil and gas pipelines must adhere to national energy planning and expedite investment and construction processes [7]. - Social capital, especially private investment, is encouraged to participate in oil and gas infrastructure projects, including storage and LNG receiving stations [7]. Group 4: Infrastructure Operation - Companies operating oil and gas pipelines must not engage in competitive businesses such as exploration and production to ensure fair access to infrastructure [13]. - Provincial governments are tasked with separating pipeline transportation and sales, ensuring financial independence and facilitating direct transactions between upstream and downstream users [16]. Group 5: Natural Gas Storage and Regulation - The regulations emphasize the establishment of a natural gas storage system, requiring gas supply companies to maintain a storage capacity of no less than 5% of their annual supply [22]. - A market mechanism for gas storage and peak regulation will be developed to manage seasonal and emergency supply needs effectively [27]. Group 6: Supervision and Legal Responsibility - Provincial energy authorities will oversee the planning and construction of oil and gas infrastructure, ensuring compliance with regulations [27]. - Violations of the regulations can lead to corrective actions, administrative penalties, and potential legal consequences for responsible parties [30][31].

Core Viewpoint - The revised "Management Measures for the Planning, Construction, and Operation Management of Oil and Gas Infrastructure" aims to enhance the regulatory framework and operational efficiency of the oil and gas sector in response to new industry demands and the need for a unified national market [2][3][4]. Group 1: Background and Purpose of the Revision - The original management measures, implemented in 2014, were effective but required updates to align with new industry developments and regulatory needs [3]. - The revision is part of the broader energy reform initiated in 2017, particularly focusing on the independent operation of oil and gas pipelines and the transition to a new market structure [3][4]. - The revision also aims to improve the management system within the oil and gas industry, reflecting recent experiences and achievements in infrastructure planning and investment [4]. Group 2: Key Revisions in the Management Measures - The revised measures emphasize supporting the green and low-carbon development of the oil and gas industry, promoting digitalization and innovation in infrastructure [5]. - A separate chapter for oil and gas infrastructure planning has been established, ensuring alignment with national plans and preventing fragmented local planning [5]. - The investment and construction mechanisms for oil and gas infrastructure have been clarified, allowing for greater participation of social capital in non-mainline projects [5][6]. - The measures promote a unified national pipeline network, ensuring financial independence and market integration of provincial networks [6]. - The management of facility access and usage has been streamlined, with a focus on high-quality industry development [6][7]. - The measures set clear requirements for natural gas reserves and peak-shaving market mechanisms, including specific emergency storage capacity mandates [7]. Group 3: Regulatory and Operational Enhancements - The revised measures will enhance the regulation of natural monopoly sectors, ensuring that companies focus on their core responsibilities and do not misuse their market position [8][9]. - There is a commitment to improving the overall layout of infrastructure investment and ensuring compliance with national strategies and safety responsibilities [8][9]. - The measures advocate for a dual approach of enhancing physical infrastructure while also improving the regulatory environment to foster competition and efficiency [9][10]. - The management framework will adapt to the current development stage of the oil and gas industry, focusing on optimizing existing infrastructure and promoting new investments [10]. Group 4: Implementation and Future Directions - The National Development and Reform Commission and the National Energy Administration will coordinate efforts to implement the revised measures and ensure compliance [11]. - Key tasks include developing a national oil and gas development plan and enhancing the integration of provincial planning efforts [11].

Core Viewpoint - The China Three Gorges Corporation has made significant contributions to national strategic security, energy security, and environmental protection during the "14th Five-Year Plan" period, aligning with the goals of high-quality development and modernization in China [3][4][11]. Group 1: National Strategic Security - The corporation focuses on enhancing core functions to support national strategies such as ensuring the safety of the Yangtze River and promoting energy security [5]. - It has established a comprehensive flood control capacity with a total flood storage capacity of nearly 38 billion cubic meters, having accumulated over 40 billion cubic meters of floodwater retention since the beginning of the "14th Five-Year Plan" [5]. - The company has provided over 1.5 billion cubic meters of water to downstream areas, including an emergency supply of approximately 5.6 billion cubic meters during a severe drought in 2022 [5]. Group 2: Energy Security - Clean energy accounts for approximately 96% of the corporation's total installed capacity, with renewable energy generation ranking first globally [6]. - The completion of the Wudongde and Baihetan hydropower stations has established the world's largest clean energy corridor, with 110 hydropower units in operation along the Yangtze River [6]. - The corporation is advancing offshore wind power projects and has initiated the construction of two large-scale "sand and desert" renewable energy bases in Inner Mongolia and Xinjiang [6]. Group 3: Environmental Protection - The corporation has invested over 120 billion yuan in environmental protection initiatives along the Yangtze River, achieving long-term water quality improvement in key river basins [7]. - It has successfully relocated over 2,000 rare plant species and released more than 28 million rare fish, contributing to the restoration of fish populations to levels seen in the 1980s [7]. - The company has built China's first large-scale green zero-carbon data center and has innovated in wastewater treatment and solar integration [7]. Group 4: Technological Innovation - The corporation has developed a unique innovation model focused on major engineering projects and key technology breakthroughs [9]. - It has made significant advancements in hydropower technology, including the application of ultra-large underground excavation and intelligent construction of high arch dams [9]. - The establishment of an industrial internet platform has enhanced operational efficiency across the hydropower stations [9]. Group 5: New Development Pattern - The corporation is actively promoting the transformation and upgrading of traditional industries while developing strategic emerging industries [12]. - Projects such as the Inner Mongolia renewable energy base and offshore wind power initiatives have been recognized as key national projects [12]. - The company is also involved in international investments, covering 12 countries and regions, with controllable installed capacity expected to exceed 13 million kilowatts [12][13]. Group 6: Future Outlook - The corporation aims to continue its alignment with Xi Jinping's thoughts on socialism with Chinese characteristics, enhancing its role in national strategy and striving to become a world-class enterprise [14].

Core Viewpoint - The article discusses the "Guiding Opinions on Promoting the Consumption and Regulation of New Energy," which aims to enhance the high-quality consumption of new energy during China's energy transition period, addressing both opportunities and challenges in the sector [3][6]. Summary by Sections 1. New Stage and Challenges of New Energy Consumption - China's new energy development has entered a stage of large-scale development and high-level consumption, with clear targets set for wind and solar power installations by 2025, including 582 million kW for wind power (up 21.3% year-on-year) and 1,126 million kW for solar power (up 45.7% year-on-year) [4]. - The utilization rates for wind and solar power are reported at 94.2% and 95.0% respectively, with some regions experiencing lower rates [4][5]. - The challenges include mismatched distribution of new energy resources and load centers, reliance on traditional power sources for system balance, coordination between new energy projects and grid infrastructure, and the need for projects to adapt to market entry rules [5]. 2. Phase Goals for New Energy Consumption and Regulation - The "Opinions" establish core principles for new energy consumption and regulation, focusing on a multi-layered consumption regulation system by 2030, with key indicators including improved mechanisms for grid connection and utilization, enhanced adaptability of the new power system, and a more robust market mechanism for promoting new energy consumption [7][8]. - By 2035, the goal is to have a new power system capable of accommodating a high proportion of new energy, facilitating nationwide optimization and efficient consumption [8]. 3. Key Pathways for Systematic Planning of New Energy Consumption and Regulation - The "Opinions" propose 22 specific measures across six dimensions, including categorized guidance for development and consumption, innovation in business models, enhancing system adaptability, improving market systems, strengthening technological innovation, and ensuring accountability [9]. 4. Categorized Guidance for New Energy Development and Consumption - The article emphasizes categorized guidance as a foundational approach, promoting efficient utilization through tailored strategies for different new energy development scenarios [10]. 5. Promoting New Models and Innovative Development for New Energy Consumption - The "Opinions" advocate for innovative development of new models and business formats to broaden consumption pathways, focusing on integrated development, industrial fusion, and localized consumption [11]. 6. Enhancing Adaptability of the New Power System - The article highlights the need to improve the adaptability of the new power system through advancements in regulation capacity, grid acceptance, control modes, and safety governance [12]. 7. Improving the National Unified Electricity Market System - The "Opinions" aim to enhance the market mechanism to promote new energy consumption, focusing on expanding the market system, refining rules, and innovating pricing mechanisms [13]. 8. Strengthening Technological Innovation Support for New Energy Consumption - The article underscores the importance of technological innovation in supporting new energy consumption, targeting key technology areas such as efficient generation, flexible system regulation, grid operation, and intelligent control technologies [14][15]. 9. Clarifying Safeguard Measures - The "Opinions" outline responsibilities and regulatory measures to ensure policy implementation, including setting utilization rate targets and establishing a collaborative system among various stakeholders [16].

Core Viewpoint - The article emphasizes the importance of a systematic and innovative approach to promote the effective consumption and regulation of renewable energy in China, aligning with national development goals for renewable energy capacity by 2035 [4][9]. Group 1: Renewable Energy Capacity Goals - By the end of 2024, China's total installed capacity for wind and solar power is expected to reach 1.4 hundred million kilowatts, achieving the 2030 target ahead of schedule [3]. - The new target for 2035 aims for wind and solar power capacity to exceed six times that of 2020, striving for a total of 3.6 hundred million kilowatts [3]. Group 2: Systematic Mechanism Innovation - The "Guiding Opinions" propose 22 specific measures to enhance renewable energy consumption and regulation, focusing on market mechanisms, technological innovation, and regulatory frameworks [4][9]. - Key areas include categorizing renewable energy development and consumption, promoting new models and innovative business formats for renewable energy consumption, and enhancing the adaptability of the new power system to renewable energy [4]. Group 3: Market Mechanism Expansion - The article discusses the need to expand a multi-level market system for renewable energy consumption, addressing the challenges posed by the volatility and intermittency of renewable energy output [5][6]. - It highlights the importance of shortening trading cycles and developing continuous trading to allow renewable energy companies to manage market risks effectively [5]. Group 4: Integrated Renewable Energy Bases - The "Shagou Desert" and water-solar integrated base model is identified as a key mechanism for sustainable development, allowing for the optimization of various energy sources and enhancing market competitiveness [7][9]. - This model aims to convert the variability of renewable energy into stable and flexible high-quality electricity products, improving the overall efficiency of the power system [8]. Group 5: Local Consumption and Economic Development - The article advocates for local consumption of renewable energy as the most economically viable approach, promoting the development of integrated industrial systems in renewable-rich areas [9]. - It also emphasizes the need for a pricing mechanism that supports local consumption, facilitating the transfer of industries to renewable energy bases and fostering regional economic integration [9].

Core Viewpoint - The article emphasizes the importance of integrating coal and renewable energy to ensure energy security while promoting green transformation in the coal industry, highlighting that coal will remain a crucial energy source in the near future despite the push for cleaner energy alternatives [4][5]. Group 1: Economic Context - The National Energy Administration's guidance aims to develop renewable energy based on coal mining resources, promoting a clean energy transition while extending the coal industry chain [4]. - The "14th Five-Year Plan" suggests reaching peak coal and oil consumption, indicating a strategic shift towards cleaner energy sources [4]. Group 2: Resource Advantages - Coal mining areas are identified as natural sites for renewable energy development due to their abundant wind and solar resources [5]. - Existing infrastructure in mining areas, such as substations and transmission lines, can support renewable energy projects, reducing construction costs [5]. - The workforce in coal mining regions can be retrained for renewable energy operations, optimizing resource utilization [5]. Group 3: Industry Needs - The coal industry faces pressure from rising costs and shrinking profit margins, necessitating a search for new growth points through renewable energy [5]. - Transitioning to renewable energy can help coal companies reduce electricity costs and shift from merely selling coal to providing energy and services [5]. Group 4: Production Integration - The article advocates for the development of large-scale photovoltaic bases and wind power projects in coal-producing regions, leveraging existing land and resources [6]. - It suggests utilizing geothermal energy and distributed solar heating in mining areas to enhance energy efficiency and reduce carbon emissions [6]. Group 5: Consumption Integration - The article calls for electrification of key coal production processes and the replacement of mining equipment with renewable energy alternatives [6]. - Establishing charging and hydrogen stations in mining areas can facilitate the transition to greener energy usage [6]. Group 6: Industry Chain Integration - Coal companies are encouraged to invest in clean and efficient power generation and renewable energy, gradually transforming into comprehensive energy service providers [7]. - The development of innovative coal-based products can enhance the value of coal and contribute to a greener industry chain [7]. - The article references Germany's Ruhr area as a successful example of transitioning from traditional industries to high-tech and modern services, suggesting a positive outlook for the coal industry's transformation [7].