中央为明年能源发展划重点，再提整治“内卷式”竞争

Core Viewpoint - The 2025 Central Economic Work Conference emphasizes a "comprehensive green transition" under the guidance of "dual carbon" goals, focusing on accelerating the construction of a new energy system and expanding green electricity applications [3][5]. Group 1: New Energy System Construction - The conference highlights the need to accelerate the development of non-fossil energy sources, including wind, solar, hydro, and nuclear power, while promoting the clean and efficient use of fossil energy [6]. - A new power system will be established to ensure that green electricity can be generated, integrated into the grid, and effectively utilized [6]. - The development of new energy infrastructure, particularly large-scale energy storage on the grid side, is crucial for supporting the stable operation of the grid and the significant increase in renewable energy [6][7]. Group 2: Green Electricity Applications - The concept of "green electricity direct connection" allows renewable energy sources to supply electricity directly to high-energy-consuming enterprises and zero-carbon parks, bypassing traditional grid sales [7]. - The scale of China's green low-carbon industry is approximately 11 trillion yuan, with potential for significant growth in the next five years, particularly during the 14th Five-Year Plan period [7]. - The goal is to establish around 100 national-level zero-carbon parks, which will greatly expand the green low-carbon industry [7]. Group 3: Industry Competition and Policy - The conference reiterates the need to address "involutionary" competition by formulating a unified national market construction regulation [11]. - The solar energy sector is actively working to eliminate "involution" through market-driven efforts to phase out outdated production capacity [12]. - The storage industry is warned against irrational low-price competition, which poses systemic risks and could undermine China's leading position in the global storage market [13].