2025年“十五五”时期中国能源行业关键议题报告

Group 1 - The core focus of China's energy industry during the 14th Five-Year Plan period revolves around three key issues: global energy system restructuring, efficient transformation of fossil energy, and a new cycle of renewable energy development [1][13] - The global energy system is accelerating its restructuring, driven by geopolitical dynamics, investment flows, and technological advancements, leading to a shift towards regionalization, greening, and intelligence [1][16] - As the largest energy consumer and producer, China's energy industry is deeply integrated into the global system, with resource acquisition, technological transformation, and international rule reshaping impacting energy security and industrial upgrading [1][16] Group 2 - The fossil energy sector, while not the core of incremental growth, remains irreplaceable, with transformation keywords being "efficiency enhancement, carbon reduction, and role restructuring" [1][14] - Oil and gas companies face profitability pressures and need to adjust their investment rhythms; China is emerging as a global center for chemical new materials, highlighting the value of coal chemical utilization [1][14] - Coal demand is expected to peak later, with steady growth in Asian demand, transitioning its role from a "main power source" to a "regulating power source" [1][14] Group 3 - The renewable energy industry is entering a new cycle, shifting from rapid expansion to high-quality integrated development, with external demand growth coming from emerging markets in the Middle East, Latin America, and Southeast Asia [2][11] - The internal focus is on integrated coordination of "source, grid, load, and storage," fully entering the electricity market, with deep adjustments in pricing mechanisms and business models [2][11] - The demand for energy storage is surging, reshaping the structure of renewable energy development entities and forming a diversified collaborative pattern [2][11] Group 4 - China's energy investment focus is shifting towards domestic demand in the electricity grid, energy storage, and end-use consumption, with overseas investments becoming more diversified in terms of regions, fields, and models [2][11] - Policy regulations are providing top-level guidance for industry development, with carbon regulation playing an increasingly critical role in promoting the industry's transition to a green and low-carbon model [2][11]