智通财经记者 | 田鹤琪 "世界正迅速迈入电力时代，如今，这一时代显然已经到来。"国际能源署(IEA)执行主任法提赫·比罗尔 于去年11月作出的论断，正在全球能源市场的剧烈变动中得到印证。 近日，中国石油集团经济技术研究院（下称中石油经研院）发布的《全球能源安全报告（2025）》（下 称《报告》）指出，全球电力供需依然处于紧张状态。 《报告》称，2025年，全球发电量预计达到32.2万亿千瓦时，同比增长2.9%；全球电力需求同比增速达 到3.3%，约为能源需求增速的两倍。 片来源：《2025年国内外油气行业发展报告》 其中，亚太地区贡献全球电力增量的约六成。2025年，在中国、印度经济增长的带动下，亚太地区电量 达16.9万亿千瓦时，增速达5.4%，在全球用电量中的占比由上年的51.8%增长至52.5%。 《报告》预计，2026年全球电力需求增速维持3%左右。 刘佳指出，一方面，可再生能源装机在总装机中占比突破50%，达到51.5%，但灵活性调节电源装机占 比仍为6.2%。 当前，电力需求的增长动力正在发生变化。 IEA于去年11月发布的《世界能源展望2025》（下称《能源展望》）显示，电力消耗的增长不再局限 ...

Core Insights - The project represents the world's largest compressed air energy storage project, marking a significant advancement in energy storage technology [1][2] - The project utilizes underground salt caverns for energy storage, with a total investment of approximately 3.74 billion yuan and a total storage capacity of 2,400 MWh [1][2] Group 1: Project Overview - The project is led by Jiangsu Guoxin Group in collaboration with Su Yan Group and Huai'an Industrial Investment Company [1] - The project consists of two 300 MW non-combustion compressed air energy storage power stations [1] - The second unit of the project was successfully connected to the grid and achieved full-load operation on January 22 [1] Group 2: Environmental Impact - The project is expected to generate an average annual electricity output of approximately 792 million kWh, sufficient to meet the annual electricity needs of 600,000 households [2] - It is projected to reduce carbon dioxide emissions by 600,000 tons annually, equivalent to adding 40,000 acres of forest in the Jianghuai Plain [2] Group 3: Future Prospects - The Jiangsu provincial government aims to accelerate the construction of a new energy system by 2026, supporting Huai'an in becoming a demonstration base for comprehensive salt cavern utilization [2] - The project aims to address the challenges of integrating new energy sources and contribute to a stable, green, and zero-carbon energy system [2]

Core Viewpoint - The construction of beautiful China pilot zones is a key part of building a demonstration model for beautiful China, serving as an important tool for advancing the initiative and a crucial support for establishing a new framework for beautiful China construction [1] Group 1: Action Plans and Goals - By December 2025, China will implement action plans for beautiful China pilot zones in key regions such as Beijing-Tianjin-Hebei, the Yangtze River Delta, and the Guangdong-Hong Kong-Macao Greater Bay Area, outlining goals and action roadmaps for energy clean and low-carbon transformation [1][2] - The Beijing-Tianjin-Hebei region aims to optimize energy structure and establish a low-carbon transformation pilot zone, while the Yangtze River Delta will create a new energy system that promotes mutual support and sharing [1][2] - The Guangdong-Hong Kong-Macao Greater Bay Area is focused on building a clean and low-carbon energy system, contributing to the development of a green and low-carbon bay area [1][2] Group 2: Implementation Pathways - Different regions have distinct focuses for energy clean and low-carbon transformation, with Beijing-Tianjin-Hebei targeting a reduction in coal consumption and an increase in renewable energy share [2] - The Yangtze River Delta emphasizes internal and external collaboration, promoting wind power and green energy projects while controlling coal consumption [2] - The Guangdong-Hong Kong-Macao Greater Bay Area is leveraging its open frontiers to develop offshore wind power and green hydrogen industries, aiming for zero-emission transport corridors and zero-carbon airports [2] Group 3: Systematic Engineering Approach - The construction of beautiful China pilot zones is a systematic project that integrates energy production and consumption revolutions, focusing on sustainable development, ecological quality improvement, and carbon neutrality [2][3] - The approach includes exploring differentiated energy transformation paths based on regional characteristics and resource endowments [3] Group 4: Energy Equipment Manufacturing - The transition to clean and low-carbon energy creates market demand for traditional clean energy technologies and promotes the development of new technologies and products [4] - Emphasis is placed on developing advanced energy equipment and new energy sources, including green hydrogen and sustainable aviation fuels [4] Group 5: Infrastructure Development - There is a need to enhance energy infrastructure with a focus on environmental and carbon emission evaluations, aiming to build a modernized power grid and smart microgrids [5] - The development of charging, hydrogen refueling, and other infrastructure for new energy vehicles is essential for supporting the transition [5] Group 6: Pollution Reduction and Carbon Management - Implementing coal consumption reduction and exploring fossil energy substitution mechanisms are critical for managing total fossil energy consumption [6] - The goal is to achieve 100% green energy in certain sectors and establish recycling systems for solar panels and batteries to reduce carbon footprints [6] Group 7: Institutional Innovation - Optimizing the operation mechanisms of coal power and enhancing the synergy between operational indicators and pollution reduction are necessary for effective energy transition [7] - The establishment of a carbon footprint management system and the promotion of green finance are vital for supporting clean energy investments [7]

Core Viewpoint - The article emphasizes the importance of building a strong energy nation in China, highlighting the need for a new energy system that is secure, green, innovative, efficient, and open, as part of the broader goal of achieving socialist modernization [3][4]. Group 1: Strategic Goals and Phases - The construction of an energy strong nation is a significant strategic choice based on China's resource endowment and long-term needs, aiming for a historical leap from an energy power to a comprehensive energy strong nation [4]. - The new energy system should feature five characteristics: security resilience, green low-carbon transition, technological innovation, efficient governance, and cooperative openness [4]. - The next ten years are proposed to be divided into two key phases: the "15th Five-Year Plan" (2026-2030) focusing on foundational work and peak carbon emissions, and the 2035 vision aiming for a mature energy system and significant optimization of energy structure [5]. Group 2: Key Tasks for Energy Nation Construction - Strengthening energy security by expanding resource supply through strategic mineral exploration and development, while increasing oil and gas exploration efforts, particularly in marine areas [6][7]. - Accelerating the green low-carbon transition by increasing the share of renewable energy and optimizing the energy structure through the development of offshore wind power and carbon capture technologies [7]. - Enhancing technological innovation by focusing on key technologies in deep-water oil and gas development and promoting digital and intelligent technologies across the energy industry [7][8]. - Reforming oil and gas systems to create a unified energy market and improve governance mechanisms, fostering a competitive and efficient energy system [8]. - Expanding international energy cooperation to enhance global influence and participate in global energy governance [8]. Group 3: Global Resource Allocation and Energy Security - The article stresses the need to enhance global resource allocation capabilities while maintaining domestic energy supply resilience, emphasizing the importance of a dynamic and resilient energy security system [9]. - Strengthening domestic oil and gas supply capabilities through increased exploration and production, particularly in marine resources [9]. - Promoting renewable energy generation and ensuring a reliable transition from fossil fuels to mitigate supply risks [9]. - Utilizing the Belt and Road Initiative to enhance energy infrastructure connectivity and trade cooperation, thereby improving global resource allocation and risk management [9].

筑牢电力安全基石 赋能能源强国建设 中国工程院院士、电网运行风险防御技术与装备全国重点实验室主任 郑玉平 2026年是"十五五"规划开局之年，也是加快建设新型能源体系的关键之年。2026年全国能源工作会议精 准锚定发展方向，系统部署重点任务，明确提出统筹发展和安全、加快构建新型能源体系、提升能源安 全保障能力的核心要求，为推进能源强国建设夯实了基础。新型电力系统作为新型能源体系的核心枢 纽，其安全稳定运行事关经济社会发展全局，是能源强国建设的关键支撑和基础保障。深入贯彻落实会 议精神，进一步筑牢电力安全防线，对夯实能源安全基础、支撑能源强国建设具有重大战略意义。 一、深刻认识：电力安全是能源强国建设的核心基石 加快建设新型能源体系是深入推进能源革命、建设能源强国的必然要求。清洁低碳、安全充裕、经济高 效、供需协同、灵活智能的新型电力系统，是新型能源体系的核心组成部分，是实现新能源高效可靠消 纳的关键载体，其安全运行具有基础性、战略性地位，同时也是优化资源配置、促进清洁消纳、降低用 能成本、支撑战略性新兴产业发展的关键，更是经济社会高质量发展的坚实底座。 二、总体思路：坚持系统观念构建电力安全新格局 贯彻落实全 ...

省委常委、秘书长陈炜，省直有关部门和有关省属国有企业负责同志等参加。 会见中，双方围绕贯彻落实党的二十届四中全会精神和习近平总书记对四川工作系列重要指示精 神，立足四川资源禀赋和产业基础，发挥中国石化能源领域全产业链优势，聚焦推进川渝千亿方 国家油气生产基地建设，就加强油气勘探开发合作、提升能源供应保障水平、加快构建新型能源 体系、推动石化产业转型升级，更好服务国家重大战略实施，为推动四川经济社会高质量发展提 供有力能源支撑等交换了意见。 签署仪式上，副省长任京东与中国石化集团公司副总经理牛栓文分别代表双方签署《四川省人民 政府 中国石油化工集团有限公司战略合作协议》。根据协议，双方将围绕天然气勘探开发、油气 供应保障、清洁能源基地建设、新能源产业发展等领域深化战略合作，共同推进川渝千亿方国家 油气生产基地建设，在更好保障国家能源安全、服务全国发展大局中实现互利共赢。 本报讯（四川日报全媒体记者 付真卿）2月5日，四川省人民政府与中国石化集团公司在成都签署 战略合作协议。省委书记、省人大常委会主任王晓晖，省委副书记、省长施小琳，会见中国石化 集团公司党组书记、董事长侯启军一行，并共同见证协议签署。 ...

会上，部分电力质监机构作了经验交流发言。国家能源局电力安全监管司、华东监管局、可靠性和质监中心、各电力质监 机构主要负责同志及相关人员参加会议。 会议要求，各电力质监机构要充分认识当前任务的艰巨性、严峻性， 以更强烈的责任担当、更扎实的工作举措， 坚决扛起 质量监督责任， 推动 各项任务落实落细落地 。一是 加强质监队伍建设， 严格履行质监职责，严守廉洁纪律底线；二是强 化质监 机构建设 ，完善激励 约束 机制；三是健全完善制度标准，构建质量隐患全链条防控格局；四是加强技术支撑能 力，提高数智化质监水平。 2 月 2 日，国家能源局召开 2026 年度电力质监机构负责人培训会议。国家能源局党组成员、副局长何洋出席会议并讲 话。 会议指出，党中央高度重视 工程 质量工作，习近平总书记多次作出重要指示批示。电力质监机构要深入践行 " 以人民为 中心 " 的发展思想，深刻认识电力建设工程质量监督工作的重要意义，切实履职尽责、担当作为， 确保国家重大能源 电 力 工程高 质量建成投产 ，为 扎实推进 能源强国建设打下坚实基础 。 会议强调， " 十五五 " 是加快建设新型能源体系、建设能源强国的关键时期，电力基础设施 ...

Core Viewpoint - The construction of an energy powerhouse is strategically significant for national development, with a focus on high-quality development of a new power system as a key driver for this transformation [1][2]. Group 1: Understanding the Context and Trends - The new energy security strategy, characterized by "four revolutions and one cooperation," emphasizes the dual role of an energy powerhouse as both a foundational support and a driving engine for national development [2]. - The transition from traditional fossil fuel-based energy systems to a new energy paradigm is essential for enhancing national competitiveness and achieving high-quality development [2][3]. Group 2: Multi-Dimensional Advancement - The energy security framework must ensure sufficient supply, promote green consumption, and enhance technological independence while fostering international cooperation [3][4]. - A new energy system, supported by a new power system, should be developed to optimize the scale and structure of renewable energy, ensuring a clean and efficient transition [4][5]. Group 3: Technological Independence and Innovation - Emphasis on original innovation and breakthroughs in key energy technologies is crucial for supporting the development of renewable energy [5][6]. - The establishment of a unified national energy market is necessary to eliminate barriers and enhance the efficient allocation of energy resources [5][6]. Group 4: Global Energy Governance - The development of China's renewable energy technology can reshape global energy governance, transitioning from a rule-taker to a rule-maker in the energy sector [6][7]. - Sharing China's green low-carbon transition strategies with other countries can enhance international cooperation and provide inclusive value propositions for global energy governance [6][7]. Group 5: Major System Engineering for Energy Powerhouse - The construction of a new power system is central to the new energy system, focusing on optimizing energy supply structures and enhancing the clean and efficient use of fossil fuels [7][8]. - A collaborative approach to technology development and innovation is essential for achieving breakthroughs in energy technologies and ensuring a sustainable energy future [8].

Core Viewpoint - The Zhejiang Provincial Party Committee and Government emphasize the importance of a "dual carbon" strategy to drive comprehensive green transformation and establish a new energy system, supporting high-quality development and common prosperity [1] Group 1: Goals and Objectives - By 2030, Zhejiang aims to establish a distinctive new energy system, a modern industrial system, and a modern logistics system, significantly enhancing its dual carbon governance capabilities [2] - The focus will be on "three optimizations and one enhancement," leading the green transformation through dual carbon initiatives [2] Group 2: Key Initiatives - Implementation of green low-carbon development and energy supply stability projects, promoting green power, a robust and secure power grid, and a technology-driven new energy storage system [2] - Development of a modern transportation system, leveraging world-class ports and a strong transportation province, with an emphasis on optimizing logistics networks and promoting the use of new energy vehicles [2][3] Group 3: Environmental and Economic Strategies - Accelerating the upgrade of traditional industries and promoting green low-carbon industries, while enhancing the capacity for carbon sinks through pollution prevention and forest management [3] - Advocating for green buildings and comprehensive energy-saving strategies to foster a culture of low-carbon living and drive the transformation towards a greener economy [3]

省人大代表，南瑞继保总经理、党委副书记 李九虎 省人大代表、隆玛科技集团董事长 杨朝辉 主持人 许愿 □ 本报记者 许 愿 建设新型能源体系的所有难点和卡点，本质都指向一个底层矛盾：传统能源体系的"存量路径依赖"与新 型能源体系的"增量转型要求"的冲突，而破解卡点的核心，既要加快储能、特高压、新能源高端装备等 核心技术的研发和产业化，也要推进全国统一电力市场、能源价格机制等市场化改革，更要强化顶层设 计。 主持人：请二位结合所在企业或行业的实践，谈谈在推进新型能源体系建设中，有哪些值得推广的创新 实践或试点模式。 李九虎："双碳"目标下，能源转型加速推进，面对高比例新能源接入电网带来的安全稳定问题，我们率 先提出"构网型"技术，彻底解决了新能源大规模消纳的本质问题，为新型能源体系建设贡献了"江苏智 慧"。 在扬州和镇江，我们采用"嵌入式"交直流混联技术，将高邮地区的绿电"点对点"输送至长江对岸的镇江 进行消纳，日均送电600万千瓦时、累计22亿千瓦时，相当于每年减少60万吨的煤耗，或者160万吨的二 氧化碳排放，为江苏电力保供、能源转型发挥了积极作用。在"蒙电入苏"工程规划中，我们的"构网型 储能+常规火电" ...