林伯强：能源清洁低碳转型是新质生产力︱能源思考

Core Viewpoint - The continuous iteration of green low-carbon clean energy technologies will provide stronger support for low-carbon transition development, driven by new productive forces that are inherently green [1][7]. Group 1: Energy Transition and New Productive Forces - The energy clean low-carbon transition accelerates the formation and development of new productive forces through three main channels: enhancing energy utilization efficiency, electrification of end-use energy, and constructing a new power system centered on clean electricity [2]. Group 2: Enhancing Energy Utilization Efficiency - Improving energy utilization efficiency is essential for achieving clean low-carbon transition goals, with energy conservation being a key pathway for carbon reduction. Continuous technological innovation is crucial for developing more efficient energy utilization technologies and core equipment [3]. - The systematic enhancement of energy efficiency relies on the large-scale promotion of energy-saving technologies and products, driving the rapid rise of the energy-saving industry, which includes three sub-sectors: large-scale manufacturing of energy-saving equipment, specialized energy management services, and integration of intelligent control systems [3]. Group 3: Electrification of End-Use Energy - The electrification of end-use energy is crucial for low-carbon transition, with renewable energy and electric vehicles emerging as key growth areas. The future energy system in China needs to focus on clean low-carbon renewable energy, making electricity the core power source for various production and living scenarios [4]. Group 4: New Power System Construction - In the process of energy clean low-carbon transition, wind and solar power will become the core growth drivers of clean energy, supported by energy storage technology, digital technology, and smart grids. The development of energy storage technology is essential for stabilizing the future power system [5]. Group 5: Challenges in Coupling New Productive Forces and Energy Transition - The need for stable energy supply for economic development may conflict with the short-term impacts of low-carbon transition on energy-intensive industries. High-energy-consuming industries, while injecting vitality into the supply chain, also pose environmental challenges [11]. - The application of low-carbon technologies faces bottlenecks and cost pressures, with the current pace of energy storage development lagging behind the growth of renewable energy installations [12]. - The explosive growth of AI technology impacts the power supply-demand landscape, as the energy consumption for AI model training and large computing centers increases significantly [13]. Group 6: Collaborative Pathways for Dual Breakthroughs - To alleviate the conflict between industrial competitiveness and low-carbon transition, it is necessary to enhance renewable energy development and advance the electrification of high-energy-consuming industries through supportive policies and technologies [16]. - A diversified electricity market trading mechanism should be established to facilitate the integration of renewable energy and carbon markets, enhancing the overall efficiency of energy supply and demand [17]. - Accelerating the development of clean energy industries is vital for solidifying the green foundation of new productive forces, focusing on key technology research and the establishment of AI data centers linked to renewable energy projects [18].