1月30日，国家能源局召开例行新闻发布会。国家能源局综合司副司长张星在会上表示，2025年全国累计交易绿证9.3亿 个，同比增长1.2倍，全年交易量超过历年总和。 回望过去一年，2025年中国绿证的发展受到市场高度关注。 张星在会上表示，2025年，我国绿证事业发展实现跨越式发展，为可再生能源提质升级注入强大动力。国家能源局持续完 善绿证市场顶层设计，建立健全强制与自愿相结合的绿证消费机制。2025年3月，印发《关于促进绿证市场高质量发展的 意见》，从市场供给、消费需求、交易机制、应用场景、国际认可等方面提出具体举措。同年7月，印发《关于2025年可 再生能源电力消纳责任权重及有关事项的通知》，在电解铝基础上，对钢铁、水泥、多晶硅和国家枢纽节点新建数据中心 明确绿色电力消费比例要求，并使用绿证进行核算。 随着绿证制度体系持续完善，我国绿证市场呈现量价齐升的良好态势。张星介绍，一是交易规模持续扩大。2025年全国累 计交易绿证9.3亿个，同比增长1.2倍，全年交易量超过历年总和。全国参与绿证交易的消费主体达到了11.1万个，同比增 长87.5%。其中，高耗能、外向型、高新技术企业成为绿证消费主力；个人购入绿证7 ...

Core Viewpoint - The article emphasizes the importance of building a strong energy nation in China, highlighting the need for comprehensive improvements in energy technology, industrial chains, and system capabilities to enhance international competitiveness and support sustainable economic development [2]. Group 1: New Energy System Construction - The new energy system is a central theme in the transition to an energy powerhouse, with a focus on accelerating the construction of this system and achieving carbon peak goals [3]. - The development of non-fossil energy sources will be prioritized, with significant expansions in wind and solar power capacity, aiming for an additional 200 million kilowatts of installed capacity by 2026 [3]. - The integration of various energy sources, including biomass, geothermal, and marine energy, will complement the new energy system [3]. Group 2: Clean and Efficient Use of Fossil Fuels - The transition to cleaner and more efficient use of fossil fuels is essential during the period when new energy sources are not yet dominant [4]. - Coal power will be transformed into a flexible and clean energy source through technological upgrades and innovative mechanisms, ensuring energy supply security [4]. - By 2026, initiatives will be implemented to promote carbon capture and utilization in the oil and gas sector, facilitating the integration of fossil fuels with new energy [5]. Group 3: New Power System Development - A new power system must be established to ensure the efficient transmission and management of clean energy, requiring the construction of high-voltage transmission lines and smart grid systems [5]. - By 2026, a power supply alert mechanism will be established to enhance the interconnection of power grids and improve user-side responsiveness [5]. Group 4: Overcoming Bottlenecks in New Energy Development - China aims to lead global energy transformation, with a target of achieving a total installed capacity of wind and solar power reaching six times that of 2020 by 2035 [6]. - The challenges faced by the power system, such as the inability to transmit green energy from the west to the east and the volatility of renewable energy generation, need to be addressed through integrated and innovative development [6][7]. - The focus will shift from mere scale expansion to value creation through system collaboration, enhancing the reliability and market competitiveness of new energy [7]. Group 5: Coal Consumption Trends - Coal consumption in China has shown signs of decline, with a notable negative growth for the first time since 2017, but short-term demand remains resilient due to various factors [10]. - The long-term trend indicates a gradual reduction in coal consumption, with a peak expected around 2027, transitioning coal's role from a primary energy source to a backup energy source [11]. - The integration of coal and new energy will be emphasized, promoting the development of clean energy alternatives in coal mining areas [12][13]. Group 6: Future Industry Development - The "14th Five-Year Plan" outlines the need to cultivate future industries such as quantum technology, hydrogen energy, and nuclear fusion, which are crucial for energy security and sustainable development [15]. - Hydrogen energy is seen as a key component of the future energy system, with efforts to promote its commercialization and integration into the energy landscape [16]. - Nuclear fusion is positioned as a long-term solution for energy challenges, with significant investments and research expected to accelerate its development [17].

Core Viewpoint - The "Hualong One" nuclear power technology, developed independently by China, is entering a phase of accelerated mass construction, contributing to clean energy output and driving the development of high-end equipment in the industry [3][4]. Group 1: Current Developments - The "Hualong One" technology is currently undergoing rapid mass construction, with multiple projects in various stages, including final adjustments before grid connection in Zhejiang Cangnan and dome installation in Fujian Zhangzhou [4]. - There are currently 41 units of "Hualong One" under construction and in operation, making it the most widely used nuclear power technology globally, significantly contributing to China's energy structure optimization and green low-carbon development [4]. Group 2: Industry Impact - The first unit of "Hualong One," the Fuqing Nuclear Power Plant Unit 5, has delivered over 43 billion kilowatt-hours of clean electricity in five years, providing a platform for the development and stable operation of domestic equipment [3]. - Companies involved in the "Hualong One" supply chain, such as Suzhou Bao Hua, are innovating and overcoming technical challenges, having invested millions in research and development to produce critical components like sealing rings, which were previously imported [3].

（来源： 总台中国之声） 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。 国家能源局1月30日发布，2025年我国绿色低碳转型步伐加快，可再生能源发电量达到约4万亿千 瓦时。 数据显示，2025年，我国原煤生产保持稳定，规上工业原煤产量同比增长1.2%。油、气产量双创 历史新高，规上工业原油产量同比增长1.5%，规上工业天然气产量同比增长6.2%。 国家能源局发展规划司副司长邢翼腾： 全年风电光伏新增装机超过4.3亿千瓦、累计装机规模突破 18亿千瓦，可再生能源发电装机占比超过六成。可再生能源发电量达到约4万亿千瓦时，超过欧盟 27国用电量之和（约3.8万亿千瓦时）。 今年度冬期间北方地区冷空气活跃度加剧，出现多轮阶段性强寒潮天气。 国家能源局电力司副司长 刘明阳强调， 目前，全国燃料储备充足、电力供应平稳。 刘明阳： 目前，全国统调电厂燃料供应基础坚实可靠，东北等重点保暖地区电厂存煤超25天；国 内成品油市场供应充足，库存稳定，国产气和进口管道气相对高位平 稳运行，地下储气库和沿海 LNG接收站调节能力充足，可保障迎峰度冬天然气供应。 （韩萌） 了解更多能源动态,请长按 ...

习近平强调，未来产业具有前瞻性、战略性、颠覆性等特点，需要科学谋划、全局统筹。要聚 焦"十五五"时期我国未来产业发展的主攻方向，科学论证技术路线，提升前沿技术战略预判能力。 要综合考虑国家战略需求、技术成熟程度、要素支撑条件等因素，因地制宜、错位发展。要强化产 业协同，推动未来产业同新兴产业、传统产业相得益彰。 习近平指出，科技突破的程度，很大程度上决定未来产业发展的速度、广度、深度。要充分发挥新 型举国体制优势，坚持"产业出题、科技答题"，加大重点领域关键核心技术攻关力度，加强基础研 究战略性、前瞻性、体系化布局，加快科技成果转化应用。 中共中央政治局1月30日下午就前瞻布局和发展未来产业进行第二十四次集体学习。中共中央总书 记习近平在主持学习时强调，新一轮科技革命和产业变革加速演进，前沿技术不断涌现，引领和支 撑未来产业快速崛起。要站在推进强国建设、民族复兴伟业的战略高度，立足客观条件，发挥比较 优势，坚持稳中求进、梯度培育，推动我国未来产业发展不断取得新突破。 中国信息通信研究院余晓晖同志就这个问题进行讲解，提出工作建议。中央政治局的同志认真听取 讲解，并进行了讨论。 习近平在听取讲解和讨论后发表重要讲 ...

Core Viewpoint - The National Energy Administration reported that the total investment in key energy projects exceeded 3.5 trillion yuan for the first time, with a year-on-year growth of nearly 11%, indicating a robust increase in energy investment and a shift towards green energy transition [2][3]. Investment Growth - The investment in key energy projects showed a year-on-year increase of nearly 11%, outpacing the growth rates of infrastructure and manufacturing by 12.9 and 10.1 percentage points respectively [2]. - Five provinces, including Inner Mongolia, Xinjiang, Shandong, Guangdong, and Jiangsu, each completed investments exceeding 200 billion yuan [2]. Renewable Energy Transition - By 2025, renewable energy generation capacity is expected to exceed 60%, with an estimated generation of approximately 4 trillion kilowatt-hours, surpassing the total electricity consumption of the 27 EU countries [2]. - Investment in onshore wind power projects increased by nearly 50% year-on-year, while investments in new energy storage and hydrogen industries doubled compared to the previous year [2]. Hydrogen Energy Development - By the end of 2025, the cumulative production capacity of renewable hydrogen projects in China is expected to exceed 250,000 tons per year, marking a doubling in capacity from the previous year [2]. - Key hydrogen production, storage, and application projects in regions such as Xinjiang and Inner Mongolia have been successfully launched, indicating progress in the hydrogen energy supply chain [2]. Private Sector Investment - Private sector investment in energy projects grew at a rate of 12.9%, exceeding the national average growth rate for key energy projects by approximately 2 percentage points [3]. - Investments from private enterprises are primarily focused on solar power, wind power, and coal mining, with significant growth in onshore wind and distributed photovoltaic sectors [3]. Policy Support and Market Environment - The National Energy Administration plans to enhance policy support and market environment to stimulate energy investment, including the introduction of green electricity direct connection policies [3]. - The government aims to facilitate the implementation of projects in zero-carbon parks and industrial microgrids, ensuring a stable development outlook for renewable energy [3]. Energy Supply Stability - The overall fuel reserves in the country are sufficient, with coal production maintaining high levels, ensuring stable electricity supply during peak winter demand [5]. - As of January 27, the national coal inventory for power plants was 220 million tons, sufficient for 26 days of operation, indicating a solid foundation for coal supply [5]. - Natural gas consumption during the heating season reached 119.52 billion cubic meters, a year-on-year increase of 4.6%, with stable operations in both domestic and imported gas supplies [5].

国家能源局发展规划司副司长邢翼腾1月30日在国家能源局例行新闻发布会上表示，2025年，全国 能源投资保持较快增长，年度重点项目完成投资额首次超过3.5万亿元，同比增长近11%。 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 "大力发展能源新技术新场景打造新的增长点。"邢翼腾说，架起"充电桩"，深入开展电动汽车充电 设施服务能力"三年倍增"行动，预计拉动投资2000亿元以上；升级"充电宝"，开展新型储能制造 业高质量发展行动和电力系统调节能力优化行动，将带动投资约2500亿元；搭好"路由器"，加快 发展虚拟电厂，深挖各类调节资源潜力，聚合分布式电源、可调节负荷、储能等各类分散资源参与 市场交易，拓宽收益渠道。 此外，一系列促进能源行业高质量发展的政策文件从供需两侧协同发力开拓绿色发展新空间，系统 性重塑能源转型新生态、培育新动能，着力破除制度壁垒、构建投资新环境。 "2026年，国家能源局将围绕激发市场活力、优化发展环境等方面加大政策支持力度，打通项目落 地'最后一公里'。"邢翼腾说，一方面，强化政策靶向发力，让 ...

Core Viewpoint - The meeting organized by the National Energy Administration aimed to summarize the achievements and experiences of pilot work on wind and solar resource surveys, enhancing guidance for nationwide surveys and promoting the application of survey results to better serve industry development [2][4]. Group 1: Pilot Work Achievements - Six pilot provinces (Hebei, Inner Mongolia, Shanghai, Zhejiang, Tibet, and Qinghai) presented their work progress, showcasing the collaborative efforts of energy and meteorological authorities, technical support units, and the National Energy Administration [4]. - The pilot work has established a scientific and efficient survey methodology, developed a set of core technologies, and built a capable professional team, accumulating valuable experience for future wind and solar resource surveys [4]. Group 2: Future Directions - The meeting emphasized the need to leverage survey results to enhance industry management, shifting from "experience-based estimation" to "scientific decision-making," from "fragmented management" to "systematic collaboration," and from "focusing on scale" to "valuing outcomes" [4]. - There is a call to further refine the technical methods and work mechanisms, expedite the formulation of a national wind and solar resource survey plan, and increase the promotion and application of survey results within the industry to contribute to the establishment of a new energy system and the realization of energy power strategy goals [4].

会上，局领导向退休老同志们送上了诚挚祝福，详细通报了 "十四五"时期及 2025 年能源领域重 点工作情况，介绍了 "十五五"能源规划编制情况 和 2026 年 度工作安排。随后，局领导与退休老 同志们进行了座谈交流。老同志们对近年来能源发展取得的成就给予了高度评价，对局党组的关心 关怀表示衷心感谢，并围绕下一步做好能源工作提出了宝贵意见和建议。 1 月 27 日下午 ， 国家能源局举办 2026 年退休干部新春茶话会 ，史玉波、徐锭明、吴吟、戴晓 曙、张玉清、林山青等 26 名退休老同志参加。国家能源局党组书记、局长王宏志出席会议并讲 话，局党组成员、副局长何洋主持会议。 王宏志在讲话中表示，老干部是能源事业的宝贵财富，局党组高度重视退休干部工作，将持续用心 用情提高服务保障水平。欢迎退休老同志们继续发挥经验优势，为能源高质量发展积极建言献策、 贡献智慧。希望各位老同志当好政治建设的推动者、能源强国建设的支持者、社会稳定和谐的促进 者、全面从严治党的践行者。 国家能源局综合司、规划司、机关党委（人事司）、机关纪委、机关服务中心主要负责同志参加会 议。 ...

Core Viewpoint - The article discusses the recent issuance of a notification by the National Development and Reform Commission and the National Energy Administration to improve the capacity pricing mechanism for power generation, aiming to support the stable operation of the power system and facilitate the green and low-carbon transition of energy [2]. Group 1: Reasons for Improving the Capacity Pricing Mechanism - The large-scale development of renewable energy in China necessitates the construction of adjustable power sources to ensure stable electricity supply during periods of low renewable output [3]. - The current capacity pricing mechanism faces challenges, including declining operating hours for coal power, insufficient cost constraints for pumped storage, and inconsistent pricing principles for gas and new energy storage across regions [4]. Group 2: Classification and Improvement of Pricing Mechanisms - The notification enhances the existing capacity pricing mechanisms for coal and gas power, increasing the fixed cost recovery ratio to no less than 50%, equating to 165 yuan per kilowatt annually [5]. - For pumped storage, the notification maintains existing pricing for projects started before a specific date while implementing a unified pricing mechanism for new projects based on average cost recovery [6]. - A new independent capacity pricing mechanism for grid-side new energy storage is established, allowing localities to set prices based on coal power standards and other factors [6]. Group 3: Establishment of Reliable Capacity Compensation Mechanism - The reliable capacity compensation mechanism is proposed to ensure fair compensation based on the peak capacity of different types of power generation units, promoting fair competition among various technologies [7]. Group 4: Optimizations in Market Trading and Pricing Mechanisms - The notification encourages fair market participation for pumped storage and new energy storage, ensuring they can contribute effectively to market price signals [8]. - It allows local adjustments to the price floor for medium- and long-term coal power market transactions, promoting fair competition among all types of generation units [9]. - The notification encourages flexible pricing mechanisms in medium- and long-term contracts to better reflect supply and demand conditions [9]. Group 5: Impact on End Users - The policy does not affect electricity prices for residential and agricultural users, while the impact on industrial users is mitigated by the balancing of costs between capacity pricing and energy market recovery [10]. Group 6: Positive Effects of the Improved Capacity Pricing Mechanism - The improvements are expected to enhance electricity supply security, promote the effective utilization of renewable energy, and support the healthy development of adjustable power sources [12].