能源强国
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首席经济学家共议“十五五”开局,现代化产业体系如何筑基与突围
Di Yi Cai Jing· 2026-01-12 10:17
Core Viewpoint - The construction of a modern industrial system in China is a key topic amid rising external uncertainties and internal transformation pressures, focusing on efficiency, safety, and long-term competitiveness [1] Group 1: Industry Direction - The modern industrial system is composed of traditional industries, emerging industries, future industries, services, and infrastructure, rather than being solely focused on emerging sectors [2][3] - Traditional industries contribute approximately 80% of employment and value-added in China's manufacturing and related services, serving as the foundation for industrial chain competitiveness [2] - The energy sector is emphasized as a core component of the modern industrial system, particularly in the context of building a new energy power system [2] Group 2: Policy Guidance - The collaborative approach of fiscal, monetary, and industrial policies is undergoing significant changes, shifting from administrative-led support to more market-oriented methods [7] - National investment through industrial and guiding funds aims to leverage social capital and promote technological breakthroughs and industrial upgrades, focusing on long-term impacts rather than short-term returns [7] - Monetary policy is transitioning from broad easing to structural support, with the central bank utilizing capital market tools to support innovation sectors [7] Group 3: Future Industry Focus - The chemical industry is viewed positively for its global competitiveness and reasonable valuation, representing traditional industry upgrades [8] - Energy storage and hydrogen energy are identified as strategically important in the new power system and energy transition [8] - AI applications, particularly in humanoid robots and L3 autonomous driving, are entering an accelerated implementation phase, with continuous application scenarios being crucial for long-term industry growth [9]
湖南召开2026年能源和运行工作会议
Zhong Guo Fa Zhan Wang· 2026-01-12 02:46
会议指出,2025年作为 "十四五" 收官之年,全省能源系统迎难而上、攻坚克难,推动能源发展改革取得突破性成 绩。"十四五" 规划 18 项目标任务全面完成,特高压交直流、百万千瓦煤电等重大项目建成投产,为后续发展奠定坚实 基础;能源保供能力显著提升,成功应对历史最高负荷考验,连续 3 年实现 "电力零停电、煤油气零短供、民生零断 供";重大项目建设亮点纷呈,"宁电入湘" 工程等标志性项目投运,从根本上转变能源供需格局;绿色低碳转型稳步推 进,新能源装机规模持续扩大,储能设施建设有序开展,充电网络覆盖不断完善;科技创新动能加速转换,多项首台 (套)装备纳入国家名录,国家级研发平台在全国评估中名列前茅;体制机制改革持续深化,电力、油气体制改革取得 实效,用能成本稳步降低,能源产业竞争力逐步显现。 会议强调,党的二十届四中全会明确 "建设能源强国" 的宏伟目标,为能源工作提供了根本遵循。全省能源系统要牢牢 把握 "五个关键":把握能源强国建设目标,强化战略引领;把握能源安全首要职责,筑牢发展基石;把握碳达峰战略 任务,推动绿色转型;把握 "人工智能 + 能源" 融合趋势,塑造未来优势;把握以人民为中心立场,促进普 ...
湖南召开2026年能源和运行工作会议 围绕“十五五”良好开局部署七大重点工作
Zhong Guo Fa Zhan Wang· 2026-01-08 10:39
二是推进能源基础设施提质升级。全年推进24个能源重大项目建设,计划完成年度投资452亿元。推进重大电源建 设,加快重点电厂投产与风电、光伏项目并网,预计全年新增火电装机容量232万千瓦,累计并网规模达到4500万 千瓦;拓展区外能源通道,加快建设湘粤联网背靠背工程和湖南-贵州电力灵活互济工程,开工建设遵义-吉安天 然气干线管道工程;完善省内能源网络,争取湘南特高压交流工程纳入国家规划,加快天然气支线管网建设,建 成永州-祁阳等项目;提升应急调峰能力,推进国家和地方储煤基地建设,计划全年新增煤炭静态储备能力100万 吨、处理能力1000万吨/年。 三是加快能源绿色低碳转型步伐。大力发展可再生能源,推进存量项目建设,建立"十五五"新能源项目储备库, 开展农村能源革命试点和"千乡万村驭风行动";加强煤炭清洁高效利用,推进煤电机组"三改联动",探索煤炭与 新能源融合发展场景;拓展绿色能源消费场景,新增公共充电桩7000个以上,探索氢能替代应用示范,推广光储 充一体化等新模式。 四是深化能源体制机制改革创新。引入优质低价能源资源,持续推进"疆煤入湘",协调稳固晋陕蒙等主产区优质 低价煤源;完善电力市场体系,推动中长期、 ...
中国石油集团董事长戴厚良会见河北副省长赵辰昕:全力保供天然气
Guan Cha Zhe Wang· 2026-01-08 07:16
赵辰昕表示,河北省将持续加强与中国石油沟通对接,进一步巩固现有合作基础,共同保障民生用气需 求,推动双方实现互利共赢发展。 中国石油集团副总经理、党组成员张道伟,以及双方有关部门负责同志参加会见。 1月6日,中国石油集团董事长、党组书记戴厚良会见河北省委常委、常务副省长赵辰昕。 戴厚良感谢河北省委、省政府长期以来对中国石油在冀企业发展的支持。他说,中国石油将坚决贯彻习 近平总书记考察河北及雄安新区时的系列重要讲话精神,服从服务国家战略大局,统筹推进在冀各项业 务发展,全力做好天然气保供,为建设能源强国、推动河北经济社会高质量发展作出新贡献。 ...
能源强国建设“大家谈”︱以高质量国际合作助推能源强国建设
国家能源局· 2026-01-07 11:03
Core Viewpoint - China is transitioning from an energy power to an energy strong nation, characterized by global influence in energy production, consumption, technology, and governance, ensuring energy security through a resilient supply system and autonomous technology [2]. Group 1: Understanding Energy Strong Nation - The development drivers differ between energy powers and energy strong nations, with the former relying on resource and capital investment, while the latter focuses on technological breakthroughs and institutional reforms [3]. - Energy strong nations have comprehensive control over the entire energy supply chain, unlike energy powers that depend on external sources for key materials and equipment [3]. - The perception of energy differs; energy strong nations view it as a growth engine for the economy, capable of exporting high-value clean energy technologies and solutions [3]. - International influence varies, with energy strong nations actively shaping market standards and pricing power, unlike energy powers that are often passive participants [3]. Group 2: Foundations and Advantages for Building an Energy Strong Nation - The current period is optimal for China to advance from an energy power to an energy strong nation, supported by a robust energy production capacity and a self-sufficient energy supply rate above 80% [4]. - The global energy supply-demand landscape is undergoing significant changes, with geopolitical factors and climate change reshaping energy security priorities [4][5]. Group 3: Recommendations for High-Quality International Cooperation - Promote integrated international cooperation in energy and industry, exporting successful domestic models like "zero-carbon parks" to regions with strong industrialization demands [6]. - Leverage green finance and carbon markets to accelerate the internationalization of Chinese technical standards and rules, establishing mutual recognition mechanisms for carbon reduction and green electricity [7]. - Build a localized production cooperation ecosystem to mitigate geopolitical risks, encouraging enterprises to establish production capacities in key markets [8]. - Collaborate on digital energy infrastructure, integrating energy systems with digital capabilities to enhance competitiveness in global markets [8]. - Reshape global energy security perspectives by leveraging the strengths of an energy strong nation, transitioning to a model that emphasizes integrated energy system solutions [9].
能源强国建设“大家谈”︱电力先行 奋力谱写能源强国建设新篇章
国家能源局· 2026-01-05 11:52
Core Viewpoint - The article emphasizes the importance of electricity in building a strong energy nation, highlighting the need for a comprehensive strategy that prioritizes electricity to support economic and social development [2][3]. Group 1: Development Position of Electricity in Energy Nation - High-quality development of electricity lays a solid foundation for building a strong energy nation, with significant achievements since the 18th National Congress, effectively meeting the growing electricity needs of the population [4]. - National electricity consumption is expected to exceed 10 trillion kilowatt-hours by 2025, with installed capacity reaching 3.79 billion kilowatts, surpassing the total of G7 countries [4]. - The electricity supply system has diversified, with a clean energy supply structure formed by coal, gas, nuclear, and renewable energy sources, and the "West-East Power Transmission" capacity reaching 340 million kilowatts [4]. Group 2: New Power System as a Key Pathway - The new power system is essential for building a strong energy nation, with a clear trend towards electrification in energy production and consumption, where electricity accounts for about 50% of primary energy consumption [5]. - By 2060, it is anticipated that non-fossil energy consumption will exceed 80%, with electricity's share of primary energy consumption reaching around 80% [5]. - The new power system will enhance energy self-sufficiency and facilitate global energy governance, aligning with the goals of building a strong energy nation [5]. Group 3: Promoting Electricity First - The electricity sector has maintained a high investment growth rate, which is crucial for adapting to complex changes in the development environment and supporting the construction of a strong energy nation [6]. - There is a need to proactively plan major projects that represent new electricity production capabilities and accelerate the development of emerging industries in the electricity sector [6]. - Internationally, efforts should be made to promote the mutual recognition of China's renewable energy green power certificates and enhance the competitiveness of export-oriented industries in green development [6]. Group 4: New Responsibilities of Electricity in Energy Nation Construction - The focus is on building a new power system by 2030, enhancing electricity security, and ensuring a robust supply of clean electricity from both non-fossil and traditional energy sources [7]. - The construction of a new grid platform that integrates main and distributed microgrids will enhance the intelligent scheduling capabilities of the grid [8]. - The development of renewable energy bases and the promotion of new energy technologies are essential for achieving annual increases of over 200 million kilowatts in renewable energy generation capacity [8]. Group 5: Enhancing International Influence - The establishment of a unified national electricity market and the improvement of market-based pricing mechanisms are crucial for stabilizing electricity prices and encouraging investment [9]. - Efforts should be made to enhance the international recognition of China's green electricity certification standards and to expand overseas investments in green electricity projects [9]. - The article calls for the development of a comprehensive overseas electricity service system to meet the green development needs of countries involved in the Belt and Road Initiative [9].
读懂建设能源强国的发展逻辑、思想力量和制度优势
中国能源报· 2026-01-05 01:33
Core Viewpoint - The article emphasizes China's strategic shift towards becoming an energy powerhouse, highlighting the importance of energy security and green transformation as part of the national development blueprint [2][8][12]. Group 1: Development Achievements - Since 1949, China's primary energy production has increased from 0.2 billion tons of standard coal to an expected 4.98 billion tons by 2024, marking a growth of 249 times [4]. - The total electricity generation has surged from 43 billion kWh in 1949 to over 10 trillion kWh by 2024, setting a new record for a single country [5]. - China's energy consumption per unit of GDP has decreased by 27.2% since the 18th National Congress, making it one of the fastest countries in the world to reduce energy intensity [5]. Group 2: Strategic Framework - The construction of a new energy system and the goal of becoming an energy powerhouse have been incorporated into the 14th Five-Year Plan, indicating a clear direction for energy development [2][13]. - The energy strategy is characterized by a closed-loop approach, from strategic proposal to goal setting, and then to detailed execution [14]. Group 3: Energy Security and Supply - China has achieved an energy self-sufficiency rate of over 84%, establishing a diversified supply structure that includes coal, oil, gas, nuclear, and renewable energy [20]. - The country has built a comprehensive energy infrastructure network that connects various regions and facilitates energy distribution, addressing both supply and demand challenges [20]. Group 4: Green Energy Transition - As of last November, the share of non-fossil energy consumption in China is expected to exceed the 20% target set for the 14th Five-Year Plan, with one-third of total electricity consumption coming from green energy [21]. - China has developed the world's largest and most complete renewable energy industry chain, with over 80% of global production capacity in key solar manufacturing segments [22]. Group 5: Technological Innovation - China has developed third-generation nuclear power technology with complete independent intellectual property rights, and the first high-temperature gas-cooled reactor demonstration project has commenced operation [23]. - The country leads in renewable energy patents, holding over 40% of global patents, and has achieved record-breaking efficiencies in various solar cell technologies [23]. Group 6: International Cooperation - China is enhancing energy cooperation with various regions, including Central Asia, the Middle East, and Africa, while actively participating in international energy governance reforms [24]. - The country promotes a vision of a community with a shared future for mankind, emphasizing the importance of international collaboration in energy transition [24].
从新年贺词看能源发展新图景
中国能源报· 2026-01-01 03:43
Core Viewpoint - The article emphasizes the significant progress and transformation in China's energy sector, highlighting the shift towards a green and high-quality development model, as articulated in President Xi Jinping's New Year address [1]. Group 1: Energy Sector Achievements - By 2025, China's energy industry is expected to achieve historic breakthroughs, ensuring safety and leading in green energy, with coal production stabilized and oil and gas reserves increased through a successful seven-year action plan [1]. - Total electricity consumption in society is projected to exceed 10 trillion kilowatt-hours, reflecting enhanced economic vitality and electrification levels [1]. - Renewable energy installations have historically surpassed thermal power, marking a transition from supplementary to primary energy sources [1]. - The integration of "Artificial Intelligence+" in energy has been fully initiated, and the construction of ultra-high voltage and large hydropower stations is accelerating [1]. Group 2: Market Reforms and Innovations - Market-oriented reforms are advancing, with renewable energy fully entering the electricity market, and new business models such as virtual power plants and zero-carbon parks are flourishing [1]. - A more flexible, efficient, and green energy ecosystem is being formed, alongside elevated international energy cooperation, contributing to a fairer global energy governance system [1]. Group 3: Future Goals and Industry Sentiment - The year 2026 marks a new starting point for the energy sector, transitioning from "quantitative accumulation" to "qualitative leap," focusing on building a new energy system and a strong energy nation [2]. - The development path is characterized by green and low-carbon directions, driven by technological innovation and led by enterprises [2]. - Industry leaders express confidence in the clear goals and paths for high-quality development in renewable energy, emphasizing the importance of adapting to changes and actively seeking transformation [2].
能源强国建设“大家谈”︱夯实能源基石,铸就强国之路——对建设能源强国的认识与思考
国家能源局· 2026-01-01 03:21
Core Viewpoint - The article emphasizes the importance of building an energy powerhouse as a foundation for a modern socialist country, highlighting energy security and its role in economic development and people's livelihoods [2][3]. Group 1: Understanding Energy Powerhouse - An energy powerhouse is essential for a modern socialist country, with energy security being a critical aspect that affects all sectors from industrial production to daily life [3]. - The core concept of an energy powerhouse is to achieve "strong energy" which in turn contributes to a "strong China," ensuring energy meets economic and societal needs while enhancing global competitiveness [3][4]. Group 2: Advantages and Challenges in Building an Energy Powerhouse - China's economic foundation is strong, with advantages such as a unified leadership system that ensures effective policy implementation and a large market that supports industrial upgrades and innovation [5][6]. - The complete industrial system in China, particularly in renewable energy, serves as a core driving force for building an energy powerhouse [6]. - Challenges include high dependence on foreign oil and gas, the need for energy structure optimization, and the transformation of energy consumption methods [6]. Group 3: Strategies for Building an Energy Powerhouse - A resilient energy supply system is necessary to enhance national security, focusing on increasing domestic oil and gas production and diversifying imports [7]. - Promoting green transformation through a mix of energy sources and improving energy consumption structures is essential for ecological sustainability [8]. - Strengthening energy technology innovation and governance capabilities will support the establishment of a modern energy governance system [8][9]. - Enhancing energy services to meet high-quality economic development needs and increasing international influence in energy matters are also critical [9].
吴小辰:持续做大做强电鸿生态 筑牢能源强国数字根基
中国能源报· 2025-12-31 05:04
Core Viewpoint - The article emphasizes the importance of the open-source "Dianhong" IoT operating system in enhancing energy security, promoting green development, driving innovation, improving energy services, and increasing international influence in the context of China's energy transformation and digitalization efforts [2][4][6][7]. Group 1: Energy Security - The open-source "Dianhong" system aims to enhance energy security by achieving deeper standardization and self-control, addressing the challenges of interconnectivity and data integration among vast power equipment [5][6]. - It is designed to build a comprehensive, self-sufficient immune system for critical energy infrastructure, significantly improving the management of large-scale, distributed, real-time power systems [5][6]. Group 2: Green Development - The system is expected to foster new business models and practices, such as energy substitution and energy conservation, which will drive the transformation of industries like manufacturing, smart transportation, and smart homes towards greener practices [6][7]. - The goal is to achieve a significant increase in the share of non-fossil energy in power generation, targeting around 50% by 2030 [4]. Group 3: Innovation Strategy - "Dianhong" focuses on core technology breakthroughs, promoting advancements in integrated sensing, computing, and control technologies, as well as new communication and measurement technologies [6][7]. - The initiative aims to enhance the level of technological and industrial innovation, contributing to the development of new digital energy technologies and infrastructure [6][7]. Group 4: Energy Services - The system will facilitate extensive data sharing and multi-party collaboration, connecting various segments of the energy supply chain to enhance energy service offerings [6][7]. - It aims to meet diverse and high-quality energy needs of the public by expanding energy service supply through innovative collaborative scenarios [6][7]. Group 5: International Influence - The integration of "Dianhong" with technologies like AI and digital twins is expected to provide comprehensive solutions for the challenges of clean, low-carbon, and economically efficient energy systems [7]. - The initiative positions China to contribute solutions for global energy transitions, enhancing its international influence in the energy sector [7][8].