业内预测，到20 3 0年，全球动力煤贸易量或持续收缩，焦煤有望在冶金需求支撑下显现 韧性。进入2 0 26年，海外煤炭主产国或为稳定煤价开始收缩产量，我国煤炭进口总量或 延续小幅减量趋势。 海 关 总 署 日 前 公 布 的 数 据 显 示 ， 2025 年 我 国 共 进 口 煤 炭 4 9 0 2 7 万 吨 ， 同 比 下 降 9 . 6% 。 2 0 25年由此成为近1 0年来，除2022年之外第二个进口量负增长的年份，作为主要进口煤 种的动力煤进口同比降幅更是达到12%。 2 0 25年，国内煤炭供应量提升，煤炭消费却出现自20 1 7年以来的首次同比负增长。不仅 国内对进口煤炭需求收窄，全球煤炭贸易都在2025年呈现下降态势。业内预测，到2 0 3 0 年 ， 全 球 动 力 煤 贸 易 量 或 持 续 收 缩 ， 焦 煤 有 望 在 冶 金 需 求 支 撑 下 显 现 韧 性 。 进 入 2026 年，海外煤炭主产国或为稳定煤价开始收缩产量，我国煤炭进口总量或延续小幅减量趋 势。 国内供应充裕，进口增转降 不同耗煤行业所需的煤种有所不同，因此进口煤炭的来源和品种十分多样。从煤种看，发 电需要燃 ...

2026年，全球氢能产业将迎来一次以经济性和可持续性为核心标准的系统性"筛选"。 在经历政策密集出台与市场预期快速抬升之后，全球氢能产业正步入一个更为理性且更为关键的发展阶段。国际能源研究机构伍德麦肯 兹最新发布氢能市场展望报告指出，2026年将成为全球氢能产业由"政策愿景驱动"转向"政策与市场双轮驱动"的重要分水岭，真正具 备商业可行性的项目将加速落地，而缺乏稳定需求支撑、仅依赖政策预期的项目则可能陷入停滞甚至被迫调整。 在这一轮全球重估中，区域分化特征愈发显著——欧盟部分工业用氢目标面临现实修正，中东以出口为导向的大型项目承压前行，而具 备完整产业链、成本控制能力和持续投资能力的市场正逐步显现比较优势。伍德麦肯兹在报告中明确指出，中国已从早期的技术探索者 和示范推动者，转变为全球清洁氢能发展的关键驱动力量，其在规模化部署、成本下降和产业成熟度方面的进展，正在深刻影响全球氢 能产业的演进路径。2026年，全球氢能产业将迎来一次以经济性和可持续性为核心标准的系统性"筛选"。 增长逻辑改变 伍德麦肯兹指出，在经历了2024年的普遍乐观与2025年的现实调整之后，全球氢能产业正面临一次根本性再评估。202 6年， ...

加拿大多地出现暴风雪和严寒天气 。 当地时间1月25日，加拿大多地出现暴风雪和严寒天气。加拿大环境与气候变化部目前已对部分地区发布橙色预警。在加拿大，天气橙 色预警代表可能造成大范围破坏的、不常见的严重天气事件。 总台记者 张森： 现在是当地时间25日上午11点半左右。按照我手机上获得的气象数据，现在的温度是零下8摄氏度，体感温度是零下 18摄氏度，加拿大环境部发布的冬季风暴警报是橙色，降雪将持续到当天晚上的7点左右。 在加拿大东部的安大略省，降雪持续了10多个小时。大雪伴有强阵风，使能见度显著降低，司机们不得不减速驾驶。安大略省警方表 示，他们已对安大略省西南部发生的数十起交通事故进行响应。 加拿大首都渥太华市政府宣布26日部分时段实施了冬季路边停车禁令，多伦多市政府当天也宣布了类似的措施。 在魁北克省，暴风雪 导致蒙特利尔郊区的一万多户居民断电。在大西洋沿岸的纽芬兰岛，也出现了断电情况。 加拿大最大的航空枢纽——多伦多皮尔逊国际机场也受到恶劣天气影响。机场网站显示，24日至25日期间，该机场9 00多架次进出港航 班中，超过60%的航班被取消，另有10%的航班延误。 总台记者 张森： 受暴风雪影响，多伦多 ...

当地时间1月26日，国际黄金价格再创历史新高，纽约商品交易所黄金期货价格和伦敦现 货黄金价格盘中双双突破每盎司5 1 0 0美元关口。当天，交投最活跃的2月黄金期货价格一 度接近每盎司5 1 0 8美元，较前一交易日收盘价上涨超2%。 国际黄金价格再创历史新高，双双突破每盎司5100美元关口。 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 编辑丨赵方婷 分析人士指出，受地缘政治紧张加剧等因素刺激，投资者避险情绪高涨，为黄金和白银等 避险资产价格上涨提供支撑。 当天，纽约商品交易所白银期货价格也大幅上涨，盘中一度涨破每盎司1 0 9美元，再创新 高。 来源：央视新闻客户端 ...

Core Viewpoint - The successful commissioning of the largest user-side energy storage project in China by Penghui Energy and Sichuan Zhongfu marks a significant step towards reducing electricity costs and enhancing power supply reliability for high-energy-consuming industries, setting a benchmark for green low-carbon transformation in the region [1][5]. Group 1: Project Overview - The energy storage project has a scale of 107.12MW/428.48MWh and is the first large-scale user-side energy storage project in the electrolytic aluminum industry [1][5]. - The project aims to significantly lower electricity costs, with an expected reduction of approximately 140 yuan per ton of electrolytic aluminum, leading to annual savings of over 60 million yuan [5]. Group 2: Technological Innovations - Penghui Energy developed a reliable and efficient energy storage solution, including the GreatCom liquid-cooled energy storage system and the GreatE intelligent operation system [3]. - The project utilizes a pioneering technology in the electrolytic aluminum sector—direct current access for energy storage—which, when combined with photovoltaic systems, reduces energy loss and enhances economic benefits [3]. Group 3: Environmental Impact - The project is expected to save approximately 19,700 tons of standard coal annually and reduce carbon dioxide emissions by about 52,000 tons [5]. - This initiative supports the strategic goal of establishing "China's Green Aluminum Capital" and reinforces the foundation for low-carbon, high-quality development in the region [5]. Group 4: Future Outlook - Penghui Energy plans to continue focusing on technological innovation in energy storage to contribute to the green transformation of various industries and the construction of a new power system, aiding in the steady achievement of carbon neutrality goals [5].

截至2025年底，全国新能源汽车保有量达4397万辆，占汽车总量的12.01%；其中纯电动汽车保有量302 2万辆，占新能源汽车保有量 的6 8.74% 。 1月2 6日，从公安部获悉，据统计，2025年全国机动车保有量达4.69亿辆，机动车驾驶人数量达5.59亿人，机动车新注册登记量连续11 年超过300 0万辆。 据公安部最新统计数据显示，2025年全国新注册登记机动车35 35万辆，其中，新注册登记汽车2619万辆。机动车新注册登记量已连续 11年超过30 00万辆。目前，全国有103个城市的汽车保有量超过百万辆，与2024年相比增加7个城市，其中47个城市超200万辆，27个 城市超300万辆，7个城市超500万辆。 截至2025年底，全国新能源汽车保有量达4 39 7万辆，占汽车总量的12.01%；其中纯电动汽车保 有量3022万辆，占新能源汽车保有量的68.7 4%。2025年新注册登记新能源汽车1293万辆，占新注册登记汽车数量的49.3 8%，与2024 年相比增加168万辆，增长14.93%。 在二手车交易方面，公安部会同商务部等部门推出便利异地交易登记等系列改革措施，更好促进二手车流通。2 ...

Core Viewpoint - The article emphasizes the transformation of Longi Green Energy from a single product provider to a comprehensive energy service provider, highlighting the role of solar energy in achieving global energy security and the importance of technological innovation and ecological collaboration in building a zero-carbon power system [1][5]. Group 1: Technological Innovation - Longi focuses on bifacial and BC solar cell technologies, achieving world records and international validation, emphasizing that innovation must be coupled with commercialization capabilities [3]. - The company has launched mass production of BC modules and established "lighthouse factories" utilizing digitalization and AI to ensure product reliability in large-scale applications, providing essential components for zero-carbon transitions [3]. Group 2: Integrated Energy Solutions - Longi has developed a "solar + storage + hydrogen" collaborative framework to address systemic challenges in energy transition, integrating solar energy into various sectors such as construction and transportation [5]. - This comprehensive solution is a collaborative effort with global industry partners, marking Longi's shift to a comprehensive energy service provider [5]. Group 3: Global Collaboration and Market Dynamics - The decreasing cost of solar energy and its expanding application scenarios position it as a core driver of global energy structure transformation, with Longi contributing approximately 27% to global solar installations [7]. - In developed markets, the combination of solar and storage is seen as the optimal solution for increasing energy demand, while in developing regions, solar energy is crucial for achieving energy accessibility and sustainable development [7]. Group 4: Addressing Non-Technical Barriers - Longi faces non-technical challenges such as weak grid infrastructure and supply chain resilience, which need to be addressed for the global proliferation of solar energy [7]. - The company has implemented global practices, such as integrating solar with water pumps in Pakistan and providing on-demand solutions in Africa, to enhance local livelihoods and business operations [7]. Group 5: Future Outlook and Collaboration - Longi aims to tackle supply chain challenges through localized production and technological cooperation, positioning itself as a reliable partner in global energy transition [9]. - The company advocates for open collaboration across the globe, emphasizing the need for long-term value investment, flexible regulatory mechanisms, and supportive policies for technological innovation and cross-border cooperation [9].

Group 1 - The core viewpoint of the article highlights that 23 group standards in areas such as photovoltaic modules and fine ceramics have been recognized as international standard proposals, reflecting China's commitment to high-quality development in standardization [1] - The State Administration for Market Regulation is actively promoting the transformation of advanced group standards into international standards, achieving positive progress in this initiative [1] - Various social organizations, including the China Photovoltaic Industry Association and the Zhongguancun Materials Testing Technology Alliance, are collaborating with leading enterprises, research institutions, and universities to leverage China's technological advantages in relevant fields [1] Group 2 - The article mentions that the 23 group standards cover advanced fields such as photovoltaic modules, fine ceramics, and biotechnology, which have been recognized by the International Organization for Standardization and the International Electrotechnical Commission [1] - The State Administration for Market Regulation plans to encourage the formulation of group standards based on innovative technologies in emerging industries like new energy, new materials, aerospace, and low-altitude economy, contributing to the international standardization efforts [1]

轻商领域，钠离子电池首次量产装车。 1月2 2日，宁德时代发布天行II轻商低温版。核心数据：零下30℃环境保有92%可用电量，即插即充无需预热，循环寿命超10000次， 电芯成本较磷酸铁锂低20%—30%。 这是钠电技术从实验室走向规模化的标志节点。对于长期困于"南强北弱 " 格局的新能源轻商市场而言，北方市场的大门正在打开。 ▲ 宁德时代首席技术官高焕 事实上，北方市场正是新能源商用车实现全国性破局与增长的关键所在。该地区承载着大量骨干物流网络、重要能源基地及大规模农业 生产，城市配送、支线运输及特定场景的用车需求巨大且持续增长。以柴油轻型货车为例，北方省份保有量常年位居全国前列，为新能 源轻商走向"南北通吃"提供了潜在空间。随着环保政策加码与传统燃油车加速淘汰，巨大的绿色运力缺口与适配产品之间存在断层，新 能源轻商在北方市场的替代潜力甚至可达数百万辆规模。基于此，紧盯续航、补能、动力三大痛点，攻克新能源轻商"冻土"势在必行。 以宁德时代为代表的头部企业，率先将目光投向了不同于传统锂电的选项——钠电池。早在2021年，宁德时代便宣布进军钠电领域， 发展至今已达到全球钠电最高水平。在此引领下，钠电越来越被行业 ...

Core Viewpoint - The article emphasizes the importance of green electricity direct connection and the establishment of zero-carbon parks as key components in the low-carbon energy transition and green electricity consumption in industrial parks [2]. Group 1: Policy and Framework - The "Notice on the Construction of Zero-Carbon Parks" outlines the construction conditions, key tasks, support measures, and organizational methods for zero-carbon parks [2]. - By the end of 2025, the first batch of national-level zero-carbon parks will be announced, requiring localities to promote green electricity direct connection and the integration of new energy into incremental distribution networks [2]. - The government aims to increase the proportion of green electricity consumption in key energy-consuming units and industries, encouraging the establishment of green electricity factories and parks with 100% green electricity consumption [2]. Group 2: Training Details - A seminar and training on green electricity direct connection and zero-carbon park creation will be held on March 6-7 in Hangzhou, organized by China Energy News and supported by the China Energy Economic Research Institute [3]. - The training targets various stakeholders, including power companies, renewable energy enterprises, energy service companies, and professionals involved in zero-carbon park construction [3][4]. Group 3: Course Modules - The training will cover topics such as green electricity direct connection policies, pricing mechanisms, project planning, investment and returns, and the application of virtual power plants in zero-carbon parks [4][5]. - It will also include an analysis of the evaluation index system for zero-carbon parks, construction status, site investment analysis, and key technological pathways [5]. Group 4: Financial Information - The training fee is set at 3,900 yuan per person, which includes the training cost, while transportation and accommodation are self-managed [5].