能源行业紧抓低碳转型“窗口期”

Group 1 - China's commitment to a higher emission reduction target includes a non-fossil energy consumption share exceeding 30% and a total installed capacity of wind and solar power reaching 360 million kilowatts by 2025, indicating a critical transition period for the energy system over the next decade [1] - As of June 2025, 165 countries have announced carbon neutrality plans, covering 88% of global carbon emissions and over 90% of economic output, highlighting the urgency for green transition [2] - The energy sector's low-carbon transition path includes the development of renewable energy and the reduction of carbon emissions in traditional energy sources, with renewable energy consumption expected to grow by approximately 42% during the 14th Five-Year Plan [3] Group 2 - The energy industry faces three major pressures in achieving carbon neutrality: the dual pressure of energy supply and emission reduction on thermal power, the contradiction between the scale development of renewable energy and operational pressures, and insufficient innovation in carbon reduction technologies [4][3] - Leading energy companies are proactively embracing the green revolution by integrating renewable energy across the entire supply chain and transitioning to comprehensive suppliers of green energy and chemical products [5] - Major energy companies like State Power Investment Corporation and China Petroleum & Chemical Corporation are making significant strides in green energy integration and technological innovation, including projects in green hydrogen and clean coal utilization [6]