Core Viewpoint - The article emphasizes the importance of public participation in the formulation of the "14th Five-Year Plan," highlighting that the process is a vivid practice of whole-process people's democracy, aiming to gather public wisdom to achieve the people's aspirations for a better life [2]. Group 1 - Xi Jinping's directive stresses the need for extensive public engagement in the planning process, indicating that the high participation and broad coverage of the online opinion solicitation activity reflect a commitment to people's democracy [2]. - The online solicitation activity for the "14th Five-Year Plan" received over 3.113 million suggestions from netizens, providing valuable references for the plan's formulation [2]. - The article underscores the necessity for local party committees and governments to adhere to a people-centered approach, actively listening to public opinions and gathering collective intelligence to foster a strong consensus for advancing Chinese-style modernization [2].

Core Viewpoint - The investment in fixed assets is showing a stable growth trend, with significant contributions from various sectors, particularly in infrastructure and equipment purchases, despite some fluctuations in growth rates [4][5][7][10]. Investment Growth Analysis - In the first half of the year, the total fixed asset investment (excluding rural households) reached 248,654 billion yuan, reflecting a year-on-year growth of 2.8%. The nominal growth rate has slightly declined compared to the previous months [4]. - The actual growth rate, after adjusting for price factors, is 5.3%, indicating a stable investment environment despite a 0.3 percentage point decrease compared to the same period last year [4][5]. Sector Performance - Investment in the primary industry grew by 6.5%, while the secondary industry saw a 10.2% increase. However, the tertiary industry experienced a decline of 1.1% [4]. - Equipment and tool purchases surged by 17.3%, significantly outpacing overall investment growth, contributing 86.0% to the total investment increase [7]. - Infrastructure investment rose by 4.6%, with notable growth in water transportation (21.8%) and water management (15.4%) sectors [7]. Policy and Future Outlook - The government is focusing on high-quality "two new" and "two heavy" construction projects, with a total project list of 800 billion yuan fully allocated [10]. - There is an emphasis on enhancing the investment environment and encouraging private sector participation, particularly in transportation, energy, and water conservancy sectors [10][11]. - The potential for fixed asset investment remains significant, especially in new production capacities and urban renewal projects [11].

Core Insights - The total installed power generation capacity in the country reached 3.65 billion kilowatts by the end of June, marking a year-on-year growth of 18.7% [2] - Solar power generation capacity reached 1.1 billion kilowatts, with a significant year-on-year increase of 54.2% [2] - Wind power generation capacity reached 570 million kilowatts, showing a year-on-year growth of 22.7% [2] Installed Capacity Growth - In the first half of the year, the country added a total of 29.332 million kilowatts of new power generation capacity [2] - Solar power accounted for the majority of new installations, with an addition of 21.221 million kilowatts [2] - Wind power added 5.139 million kilowatts, while thermal power added 2.578 million kilowatts and hydropower added 0.393 million kilowatts [2]

国家能源局综合司副司长张星7月31日表示，今年以来，我国煤炭市场总体平衡偏宽松。7月份以来日均调度煤炭产量保持 在1200万吨以上。目前全国统调电厂煤炭库存超过2亿吨、可用30天。 张星是在当日国家能源局举行的新闻发布会上作出上述表述的。 二是扎实做好煤炭稳产稳供。 指导有关产煤省区和煤炭企业持续抓好生产组织，科学制定生产计划，合理安排设备日常检 修，全力做好煤炭生产供应。组织晋、陕、蒙、新等重点产煤省（区）开展煤矿生产情况核查，督促企业严格按公告能力 组织生产，严禁超能力生产，维护好平稳有序的生产秩序。 三是远近结合提高煤炭供给质量和弹性。以山西、蒙西、蒙东、陕北、新疆五大煤炭供应保障基地为重点，有序核准一批 大型现代化煤矿项目，推动释放优质先进产能。推动煤炭产能 储备制度落地实施，加快推进产能储备煤矿项目建设，进一 步提升煤炭供给弹性。（安娜） （来源：新华财经） 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。 迎峰度夏期间是煤炭的传统消费旺季，煤炭供应、价格等情况备受关注。 张星在发布会上进一步介绍说，今年以来，煤炭先进产能有序释放，推动煤炭产量在去年高位增长基础上 ...

潘慧敏在发布会上介绍说，截至今年6月底，我国核发分布式发电项目绿证8927万个，取得阶段性成果。但分布式发电项 目数量巨大，核发覆盖率仍有待提高。为统筹做好分布式发电项目绿证核发，国家能源局按照先行先试、分步实施原则， 今年在浙江、河南、广东三个省探索开展分布式可再生能源发电项目绿证核发工作，为后续全国推广提供经验借鉴，主要 举措包括四个方面内容：一是推进项目建档立卡，二是做好电量数据归集，三是分类实施绿证核发，四是规范开展绿证划 转。 "《浙江、河南、广东省分布式可再生能源发电项目绿证核发工作方案》已于近日印发，其他地区也可以结合当地实际参照 该方案推进相关工作。"潘慧敏表示。（安娜） （来源：新华财经） 国家能源局7月31日发布的数据显示，今年上半年，全国共计核发绿证13.71亿个，其中可交易绿证9.58亿个，同比增长 1.49倍，云南省、内蒙古自治区和四川省绿证核发数量均超过1亿个。 在绿证供给增加的同时，交易规模实现翻倍。"今年上半年，全国共计交易绿证3.48亿个，同比增长1.18倍，其中单独交易 绿证2.42亿个、绿色电力交易对应绿证1.07亿个。"国家能源局新能源和可再生能源司副司长潘慧敏当日在国 ...

Core Viewpoint - The document outlines guidelines for improving the pricing mechanism of natural gas pipeline transportation within provinces, aiming to enhance industry efficiency and promote high-quality development [3]. Group 1: Pricing Authority and Model - Provincial development and reform departments are responsible for setting natural gas pipeline transportation prices, with no further delegation of pricing authority [4]. - A unified pricing model will be implemented, transitioning from "one line one price" and "one enterprise one price" to either zonal pricing or a province-wide uniform price, facilitating integration with inter-provincial pricing mechanisms [5]. Group 2: Price Level Determination - Pricing will be based on a "permitted cost plus reasonable return" method, with a focus on cost monitoring and considering gas throughput to determine transportation prices [6]. - The depreciation period for pipeline assets is set at 40 years, and the permitted return rate should not exceed the 10-year government bond yield plus 4 percentage points [6]. - A regulatory cycle for price adjustments is established at three years, with provisions for early reviews if significant changes occur [7]. Group 3: Pipeline Planning and Investment Management - Provinces are encouraged to enhance the management of natural gas pipeline construction and operation, ensuring economic viability and efficient operation [8]. - Investment projects must be carefully reviewed to avoid unnecessary intermediate links and ensure effective resource utilization [9]. Group 4: Reducing Supply Chain Costs - Efforts will be made to evaluate and compress supply chain costs, encouraging direct purchasing between upstream suppliers and end-users [10]. - The document emphasizes the need to eliminate unnecessary supply chain layers and regulate service pricing strictly [10]. Group 5: Market Order Regulation - Pipeline operators must adhere to government pricing policies and avoid circumventing regulations through alternative fees [11]. - The document mandates fair access to pipeline facilities and outlines the need for strict supervision of pricing practices to maintain market order [11]. Group 6: Implementation and Monitoring - Provinces are required to compile a comprehensive list of natural gas pipelines subject to government pricing and continuously update it [12]. - A systematic evaluation of pipeline planning and pricing management will be conducted to ensure compliance with the new guidelines [12].

2025 年上半年光伏发电建设情况 国家能源局 | | | 2025 上半年新增并网容量 | | | | 截至2025年6月底累计并网容量 | | - 12 : 11 / 1 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 其中: | | 其中:分布式光 | | 其中: | | 其中:分布式光 | | 省(区、市) | | 集中式 | | 保 | | 集中式 | | સ્દ | | | | 光伏电 | | 其中: | | 光伏电 | | 其中: 户用光 | | | | 或 | | 户用光 | | રેક | | | | | | | | સ્ | | | | સ્ | | 总计 | 21161 | 9880 | 11281 | 2563 | 109851 | 60595 | 49256 | 17966 | | 北京 | 51.0 | 1.6 | 49.4 | 15.4 | 181.3 | 8.1 | 173.2 | 55.2 | | 天津 | 224.1 | 81.2 | 143.0 | 26.8 | 948.3 | 432.5 | ...

截至6月底，全国电力市场经营主体数量97.3万家，同比增长23.8%。今年以来，在各方共同努力下，全国统一电力市场 建设进一步提质增速，取得一系列新进展新成效。 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 一是跨经营区常态化电力交易机制取得新突破。国家发展改革委、国家能源局建立协同工作机制，指导国家电网、南方电 网组建工作专班，编制形成跨经营区常态化交易机制方案，并于7月1日联合批复，推动跨电网交易常态化开市。 二是区域电力市场建设迈上新台阶。南方区域电力市场于今年6月28日成功转入连续结算试运行，在全国范围内首次实现多 省区电力资源统一优化配置，是全球集中统一出清电量规模最大的电力市场，对于构建全国统一大市场、打破省间壁垒具 有重要意义。长三角电力市场创新探索省市间抽蓄、皖电、绿电交易机制，在6月成立了市场管理委员会，为长三角一体化 发展贡献力量。 三是省级电力现货市场建设实现新加速。国家发展改革委、国家能源局联合印发了《关于全面加快电力现货市场建设工作 的通知》，对全年现货市场建设作出系统安排，各地也形成了阶梯式、加快 ...

Core Viewpoint - The investment in key energy projects in China has significantly increased in the first half of the year, with a total investment exceeding 1.5 trillion RMB, marking a year-on-year growth of 21.6% across various regions [2]. Group 1: Investment Growth in Renewable Energy - The investment in new energy generation has maintained rapid growth, with land-based wind power investments in Guangxi and Xinjiang doubling compared to the same period last year [2]. - Offshore wind power investments in Guangdong, Fujian, and Shanghai have seen concentrated releases [2]. - Centralized photovoltaic investments have grown by 24.5% year-on-year, while distributed photovoltaic investments have surged over 70% [2]. - Solar thermal power investments have nearly doubled compared to last year [2]. Group 2: Emerging Energy Investment - Investment in hydrogen energy projects has also doubled, with multiple green hydrogen projects in Jilin Province advancing rapidly [2]. - Investment in charging and swapping infrastructure has increased by nearly 70%, with nine pilot cities accelerating the construction of intelligent charging and swapping facilities [2]. - New energy storage and integrated source-grid-load-storage investments have each grown by over 30% [2]. Group 3: Private Sector Investment - Investment from private enterprises in the energy sector has grown by 27.8% year-on-year [3]. - Private enterprises have accelerated investments in distributed photovoltaic and land-based wind power, with growth rates exceeding 40% [3]. - Investments in charging and swapping infrastructure and centralized photovoltaic projects have maintained a growth rate of around 15% [3].

Core Viewpoint - The article emphasizes the significant progress and future potential of China's new energy storage sector, highlighting the government's commitment to policy support, technological innovation, and market development to achieve high-quality growth in the industry by 2025 [5][6][7]. Group 1: International New Energy Storage Development Trends - Global investment in new energy storage strategies is increasing, with countries like the US, EU, and UK implementing supportive policies and incentives [16][17]. - The international new energy storage market is experiencing rapid growth, with a cumulative installed capacity of approximately 180 million kilowatts by the end of 2024, marking a 98% increase from 2023 [18][19]. - New energy storage technologies are expanding their applications, with various countries exploring innovations in electrochemical storage, long-duration storage, and intelligent dispatch technologies [20][21]. Group 2: China's New Energy Storage Development in 2024 - The policy framework for new energy storage in China is continuously improving, with national and provincial-level support systems being established [25][26]. - The installed capacity of new energy storage in China reached 73.76 million kilowatts (168 million kilowatt-hours) by the end of 2024, a 130% increase from 2023 [30][32]. - Key regions such as North and Northwest China account for over 55% of the total installed capacity, with significant growth in provinces like Inner Mongolia and Xinjiang [34][36]. Group 3: Application and Value of New Energy Storage - New energy storage applications are primarily focused on independent storage, shared storage, and renewable energy integration, collectively accounting for nearly 90% of the installed capacity [44][45]. - The average annual equivalent utilization hours for new energy storage increased significantly to 911 hours in 2024, reflecting improved operational efficiency [52][55]. Group 4: Technological Innovations and Industry Growth - Various new energy storage technologies are being implemented, with lithium-ion batteries dominating the market, accounting for 96.4% of the installed capacity [56][58]. - The production of lithium-ion batteries in China reached 1.17 billion kilowatt-hours in 2024, with a 24% year-on-year increase, and the total industry output value exceeded 1.2 trillion yuan [65][67]. - The cost of lithium-ion battery storage systems has decreased significantly, with prices dropping by approximately 25% for EPC contracts and 44% for system bids compared to 2023 [72]. Group 5: Standards and Regulations - A comprehensive standard system for new energy storage is being established, with 26 national standards and 18 industry standards released in 2024 [73][74]. - The standards cover various aspects of energy storage, including planning, design, equipment testing, and operational safety, enhancing the overall regulatory framework for the industry [75]. Group 6: Outlook for 2025 - In 2025, the focus will be on strengthening planning guidance, improving cost mechanisms, and advancing core technology research to support the high-quality development of new energy storage in China [77].