为推动"十五五"时期能源转型高质量发展，近日，山西省出台《关于加快能源科技创新支撑能源转型发 展的实施意见》，进一步提升能源科技创新能力，探索能源转型升级新路径，预计到2030年，具有山西 特色的能源科技创新体系更加完善，能源重点领域的关键技术、核心装备和重要部件研发取得突破，累 计产出100项以上标志性科技成果。 实施意见聚焦推动科技创新和产业创新深度融合，从成果转化、企业创新、要素保障等方面提出了44条 举措，保障部署的能源技术攻关任务落实落地。 实施意见精准把握能源科技创新的战略定位，进一步找准主攻方向，按照煤炭采掘、灵活高效发电、煤 化工、煤层气勘探开发、新能源、智能电网、固废处置利用、"人工智能+"能源创新等能源转型新路 径，安排部署33个方面100余项重点攻关任务，旨在推动突破一批关键核心技术，为能源转型提供强有 力科技支撑。 ...

《实施意见》进一步找准能源科技创新的主攻方向，按照煤炭采掘、灵活高效发电、煤化工、煤层气勘 探开发、新能源、智能电网、固废处置利用、碳捕集利用与封存、"人工智能+"能源创新9条能源转型新 路径，安排部署了33个方面100余项重点攻关任务;还聚焦科技创新和产业创新深度融合，从成果转化、 企业创新、要素保障等方面提出44条政策举措，保障能源技术攻关任务落实。 山西是国家重要的综合能源基地。近年来，在"四个革命、一个合作"能源安全新战略指引下，山西坚持 新能源与传统能源协同发展，产生了一批重大科技创新成果，有力促进能源安全保障能力持续提升。 《实施意见》提出明确的核心目标：到2030年，具有山西特色的能源科技创新体系更加完善;能源重点 领域的关键技术、核心装备和重要部件研发取得突破;累计产出100项以上标志性科技成果;科技成果转 化更加高效，技术成交额突破500亿元;能源企业研发机构应设尽设，企业创新主体地位更加凸显，科技 创新和产业创新深度融合成效显著。 6日，记者从山西省科技厅获悉，山西近日出台了《关于加快能源科技创新支撑能源转型发展的实施意 见》(以下简称《实施意见》)。《实施意见》围绕落实重大使命任务，立足 ...

Industry Updates - Domestic refined oil prices remain unchanged as the adjustment amount is less than 50 yuan per ton compared to the previous period [2] - A new round of mineral exploration will be launched in China in 2026, with significant discoveries during the 14th Five-Year Plan period, including 10 large oil fields and 19 large gas fields [2] Energy Sector Developments - The annual electricity transmission volume of the UHV project in Zhejiang exceeded 160 billion kilowatt-hours, accounting for 22.3% of the province's total electricity consumption [3] - A breakthrough in hydrogen sulfide treatment technology has been achieved, with a conversion rate nearing 100%, producing high-quality sulfur and pure hydrogen [3] - A new technology for natural gas compressors allows for continuous operation during power outages, enhancing supply security [3] Policy and Regulatory Changes - Shanxi Province has issued an implementation opinion to accelerate energy technology innovation, aiming for over 100 landmark technological achievements by 2030 [4] - The Sichuan electricity market settlement rules have been updated, introducing a profit-sharing mechanism for retail electricity sales [4] Automotive Industry Insights - Chinese electric vehicles are gaining popularity in Uruguay, with a reported 8% increase in total vehicle sales in 2025, driven by the growth of Chinese brands [5] Global Market Dynamics - European market institutions have raised concerns about uncertainties in the oil market due to geopolitical tensions involving Venezuela [6] - Japan's Chubu Electric Power Company has admitted to manipulating data to facilitate the restart of nuclear reactors, raising regulatory scrutiny [6] Company Performance Highlights - China National Petroleum Corporation reported a record natural gas production of 6.1 billion cubic meters from Daqing Oilfield in 2025, marking 15 consecutive years of growth [7] - The total installed capacity of renewable energy in Gansu Province has surpassed 8 million kilowatts, representing over 64% of the province's total power generation capacity [7]

Core Viewpoint - Shanxi Province has introduced the "Implementation Opinions on Accelerating Energy Technology Innovation to Support Energy Transition Development," aiming to enhance energy technology innovation capabilities and explore new paths for energy transition by 2030 [1][4]. Group 1: Energy Technology Innovation Goals - By 2030, Shanxi aims to establish a more complete energy technology innovation system, achieving over 100 landmark technological achievements and a technology transaction volume exceeding 50 billion yuan [1][7]. - The implementation focuses on nine new paths for energy transition, including coal mining, flexible and efficient power generation, coal chemical industry, and carbon capture [1][3]. Group 2: Policies for Technology Transfer and Enterprise Innovation - The implementation outlines 44 policy measures to promote deep integration of technology and industry innovation, focusing on technology transfer, enterprise innovation, and resource assurance [2][3]. - It emphasizes the role of leading enterprises in innovation, proposing 13 measures to support enterprises in forming innovation consortia and enhancing their innovation capabilities [2][16]. Group 3: Resource Assurance for Innovation - The implementation includes 14 policy measures to improve the innovation resource assurance system, such as establishing a task-oriented support mechanism and a long-term support mechanism for talent teams [3][19]. - It aims to integrate innovation chains, industry chains, and funding chains to create a favorable environment for energy transition technology innovation [3][20]. Group 4: Key Technology Breakthroughs - The implementation identifies key technology areas for breakthroughs, including advanced coal mining techniques, flexible power generation technologies, and carbon capture and utilization technologies [8][12]. - Specific initiatives include the development of high-efficiency coal power generation technologies and the promotion of intelligent mining equipment [10][11]. Group 5: Strengthening Enterprise Innovation - The implementation encourages enterprises to take the lead in technology innovation decisions and research organization, with measures to support technology transfer and collaboration with research institutions [16][17]. - It aims to enhance the role of technology-driven enterprises and promote the establishment of innovation platforms [16][18].

Core Viewpoint - Energy security is a crucial support for national security, and the safety of the energy industry chain and supply chain is a strategic extension and key support for maintaining energy security in the new situation [1][2]. Group 1: Energy Industry Chain and Supply Chain - The energy industry chain consists of a full-chain industrial system formed by the collaboration of various entities involved in energy exploration, development, processing, transportation, and consumption [2]. - The energy supply chain refers to the efficient operational mechanism integrating logistics networks, information collaboration, and financial support throughout the entire process from energy production to consumption [2]. - Disruptions in the energy industry chain and supply chain can lead to economic circulation blockages, energy supply interruptions, abnormal price fluctuations, and disorder in upstream and downstream industries, adversely affecting normal production and basic energy needs [2]. Group 2: Current Status and Challenges - By the end of 2024, China's renewable energy installed capacity is expected to reach 1.89 billion kilowatts, accounting for 56% of the total installed capacity, with hydropower, wind power, and solar power ranking first globally [3]. - Despite advancements, challenges remain, including technological bottlenecks in key materials and core software in the fields of new energy and energy storage, as well as high external dependency in certain areas [3]. Group 3: Technological Innovation and Core Technology - Strengthening energy technological innovation and accelerating core technology breakthroughs are fundamental strategies to address safety issues in the energy industry chain and supply chain [4]. - The focus should be on major technological projects in the energy sector, promoting the integration of technology research and large-scale market applications [4]. Group 4: Energy Structure Optimization - Constructing a diversified and complementary energy supply system is essential for enhancing the safety of the industry chain and supply chain [5]. - The strategy includes optimizing the combination of traditional and new energy sources, ensuring a stable and resilient energy system [5]. Group 5: Energy System Reform - Deepening energy system reforms is necessary to enhance the resilience of the energy industry chain and supply chain [6]. - This includes breaking down market barriers, encouraging private enterprises to participate in energy infrastructure construction, and expanding strategic reserves of oil and coal [6].

Group 1 - The total installed power generation capacity in China is expected to exceed 3.8 billion kilowatts this year, representing a year-on-year growth of 14%, with total electricity consumption projected to surpass 10 trillion kilowatt-hours for the first time [2] - Oil and gas production has reached historical highs, with crude oil production around 215 million tons and natural gas production exceeding 260 billion cubic meters, marking nine consecutive years of over 10 billion cubic meters increase [2] - The energy security guarantee this year is reported to be the best since the 14th Five-Year Plan, with stable coal production and supply, and effective responses to peak summer electricity load challenges [2] Group 2 - The proportion of non-fossil energy consumption is expected to exceed the target of 20%, with strong investment trends towards green and innovative energy sources [3] - Significant advancements in energy technology and innovation are being made, with the integration of artificial intelligence into the energy sector and the development of new business models [3] - The government is focusing on enhancing energy security, optimizing energy infrastructure, and improving the quality of electricity supply for high-reliability users [4] Group 3 - The goal is to establish a new energy system by 2030, balancing economic development with energy structure, and promoting a comprehensive green transition in society [5] - The emphasis is on fostering energy technology innovation and upgrading the energy industry to support the carbon peak target by 2030 [5]

记者从2026年全国能源工作会议上获悉，今年全国发电总装机预计超过38亿千瓦、同比增长14%，全社 会用电量预计首超10万亿千瓦时。同时，油、气产量双创历史新高，原油产量约2.15亿吨，天然气产量 突破2600亿立方米、连续9年增产超百亿立方米。国家能源局有关负责人表示，今年能源安全保障有力 有效，保供成效是"十四五"以来最好的一年。 2025年，能源领域在防范应对各种冲击挑战中展现出强大韧性。能源安全保障方面，实现煤炭稳产稳供 稳价，全年原煤产量将达48亿吨以上，进口约4.7亿吨，加快建设储备产能9000万吨/年以上，煤炭供给 裕度保持合理水平、供给弹性持续增强；有力有效应对迎峰度夏电力负荷20次超去年峰值考验，油气增 储上产"七年行动计划"胜利收官，能源资源互补互济水平持续提升，电力系统安全形势保持稳定。 能源绿色低碳转型方面，非化石能源消费比重将超额完成20%的目标任务。能源投资增势强劲向绿向 新，新能源实现更高质量跃升式发展，重大水电核电项目加快建设，新型电力系统建设稳步推进，化石 能源清洁高效利用迈出新步伐。 科技创新水平提升方面，能源领域新质生产力加快培育。能源自主创新能力不断增强，人工智能与能源 ...

会议强调，要严格落实"四个最严"要求，进一步压实食品安全责任制，充分发挥各级食品药品安全委员 会的统筹协调作用，突出监管重点，紧盯薄弱环节，全力构建从农田到餐桌的全链条闭环监管体系。 会议通过我省天然林保护修复中长期规划，指出，天然林是我省宝贵的森林资源，要坚持规划引领，推 进天然林保护和公益林管理协同并进，抓好森林防火体系建设，大力发展林下经济，厚植美丽山西生态 根基。 会议强调，要深入推进法治政府建设，牢固树立法治意识，扎实做好行政复议和行政诉讼工作，不断提 升依法决策、依法行政能力，为全省高质量发展提供高水平法治保障。 会议还研究了其他事项。（记者张巨峰 杨文俊） 省政府召开常务会议 卢东亮主持 研究能源科技创新、创新平台建设、食品安全、天然林保护修复、法治政府建设等工作 12月19日，省长卢东亮主持召开省政府常务会议，深入学习贯彻中央经济工作会议精神，落实省委十二 届十一次全会部署要求，研究能源科技创新、创新平台建设、食品安全、天然林保护修复、法治政府建 设等工作。 会议指出，要坚定扛牢习近平总书记赋予山西的重大使命任务，坚持以能源新科技推动转型发展，锚定 能源转型新路径，系统谋划攻关方向，加快突破一 ...

Core Viewpoint - The meeting between the chairman of the National Energy Group and the governor of Shanxi Province emphasizes the importance of strategic cooperation in promoting green and low-carbon energy transformation and high-quality development [1] Group 1: Strategic Cooperation - The National Energy Group is recognized as a leading enterprise in the energy sector and is referred to as the "national team" [1] - There is significant potential for collaboration between the National Energy Group and Shanxi Province, which is a key comprehensive energy base in the country [1] Group 2: Investment and Development Focus - The National Energy Group is encouraged to deepen its investment and layout in Shanxi, focusing on providing comprehensive energy system solutions [1] - Key areas for development include creating new business models for "green energy+", advancing modern coal chemical industry, enhancing energy technology innovation, and constructing a new power system [1]

（来源：光伏头条） 光伏头条获悉，12月9日，国家能源局发表署名文章《国家能源局发展规划司：加快建设新型能源体系》。 文章强调，党的二十届四中全会明确要求"推动煤炭和石油消费达峰"。"十五五"能源消费增量将主要依靠非化石能源满足，能源结 构和系统形态将发生深刻变革。新征程上，必须处理好供给与消费、新能源与传统能源、当前与长远、全局与局部等关系，先立后 破推进化石能源安全可靠有序替代，持续提高新能源供给比重，支撑引领经济社会发展全面绿色转型。 文章表示，科学谋划"十五五"新型能源体系建设任务举措。 优化能源资源基地等空间布局。适应我国能源资源与能源消费分布特征，优化能源开发和流向，加力建设新型能源基础设施。统筹 非化石能源基地建设和分布式发展，建设"三北"风电光伏基地、西南水风光一体化基地、沿海核电与海上风电基地，大力发展分布 式能源。 加快能源绿色低碳转型。坚持风光水核等多能并举，统筹就地消纳和外送，推动风电、光伏发电更大规模平稳发展，持续提高新能 源供给比重，推进水风光一体化开发，积极安全有序发展核电，推动2030年非化石能源占能源消费总量比重达到25%左右。 着力构建新型电力系统，加快智能电网和微电网建设 ...