两部门印发《意见》：到2030年光热发电总装机规模力争达1500万千瓦 《意见》指出，光热发电兼具调峰电源和长时储能的双重功能，能够实现用新能源调节支撑新能源，能 够为电力系统提供长周期调峰能力和转动惯量，具备在部分区域作为调峰和基础性电源的潜力，是实现 新能源安全可靠替代传统能源的有效手段，是加快构建新型电力系统的有效支撑。同时，光热发电产业 链长，规模化开发利用将成为我国新能源产业新的增长点。 "经过多年发展，我国已成功掌握塔式、槽式、菲涅尔式等主流光热发电技术，已建成全球领先的光热 发电产业链，电站单位千瓦建设成本从10年前的约3万元下降至1.5万元，度电成本降至0.6元上下，已初 步具备规模化发展的基础。"国家能源局有关负责人介绍，我国光热发展还面临初始投资大、市场竞争 能力偏弱、系统支撑调节价值未充分体现、产业技术水平仍需提升的问题。 为充分发挥光热发电对新型电力系统的支撑调节作用，《意见》明确，发挥光热发电大规模、低成本和 高安全储热系统功能，利用光热宽负荷调节范围和快速变负荷能力，发挥深度调峰能力，提升电力系统 调节能力。 聚焦加快推动光热发电技术与产业创新，《意见》要求，加快关键技术突破，促进 ...

Core Viewpoint - The construction industry is undergoing a profound green transformation, shifting towards energy conservation and emission reduction through innovative technologies and a change in development concepts [1] Group 1: Green Building Definition and Importance - Green buildings aim to maximize energy, land, water, and material savings throughout their entire lifecycle, while protecting the environment and providing healthy, efficient spaces for people [1] - The construction of green buildings is a systematic project that encompasses design, construction, and operation phases [1] Group 2: Design and Technology Innovations - In the design phase, scientific physical environment designs can significantly reduce reliance on active heating and cooling systems [1] - Green buildings emphasize the use of efficient mechanical and electrical systems and the integration of renewable energy sources [1] Group 3: Operational Efficiency - The operational phase of green buildings holds significant energy-saving potential, utilizing smart operation platforms and AI algorithms to automatically adjust air conditioning and lighting [1] - Real-time monitoring and diagnostics of equipment operation data can preemptively warn of faults and identify abnormal energy consumption, continuously improving energy efficiency [1] Group 4: Benefits to Individuals and Society - Green buildings typically have lower operational energy consumption compared to conventional buildings, leading to substantial savings on water and electricity bills [1] - The use of environmentally friendly building materials and efficient fresh air filtration systems in green buildings can effectively reduce respiratory discomfort and allergy risks [1] Group 5: Contribution to Sustainability Goals - Promoting green buildings can help achieve "dual carbon" goals and provide individuals with more livable and sustainable living spaces [1]

Core Insights - Qinghai aims to establish itself as a national hub for clean energy, focusing on high-quality economic development through clean energy initiatives [1] - The collaboration between Qinghai and Chint Group is expected to deepen in areas such as new energy storage, hydrogen energy, and energy digitalization [1] - Chint Group plans to leverage Qinghai's resource advantages to enhance practical cooperation in zero-carbon parks and green technology innovation during the 14th Five-Year Plan [1] Group 1 - Qinghai is prioritizing the development of clean energy as a key task for economic growth, with significant advancements in ultra-high voltage transmission and green electricity [1] - The province's clean energy and new energy installations rank among the top in the country, indicating a strong foundation for future growth [1] - The partnership with Chint Group is seen as a way to convert resource advantages into industrial strengths, contributing to national carbon neutrality goals [1] Group 2 - Chint Group's chairman expressed a commitment to high-standard project implementation and aims to involve more Zhejiang-based enterprises in Qinghai's development [1] - The collaboration is aligned with the strategic direction of both Qinghai and Chint Group, focusing on sustainability and technological advancement [1] - The meeting highlights the potential for significant cooperation in the clean energy sector, particularly in innovative technologies and sustainable practices [1]

Group 1 - The 2025 Circular Economy Industry Innovation Development Conference was held in Fengcheng, Jiangxi, focusing on high-quality development paths for the circular economy to support carbon neutrality goals [1] - The China Circular Economy Association reported significant achievements during the 14th Five-Year Plan, with a total of 16.5 billion tons of major solid waste utilized and a comprehensive utilization rate of 59.2% [1] - Approximately 70% of paper, over 20% of plastics, and about 50% of construction materials in China are sourced from recycled materials, contributing 30% to the country's carbon reduction efforts [1] Group 2 - Jiangxi has developed 95 enterprises listed in the national standard announcement, with annual utilization of recycled resources like scrap steel and recycled copper exceeding 20 million tons [1] - Fengcheng is recognized as a national circular economy demonstration city and has established a complete industrial system for waste resource recovery, processing, and deep processing [2] - The city has built a specialized circular economy park with 130 large-scale enterprises, creating an industrial cluster that supports over 1,000 upstream and downstream companies [2]

根据中国电力企业联合会光热分会成立大会公布的数据，2020年至2024年，我国光热发电产业年度复合 增长率达11.7%，高于全球4.24%的增速，技术装备国产化率突破95%，释放出产业加速发展的强劲信 号。 12月23日，国家发展改革委、国家能源局印发《关于促进光热发电规模化发展的若干意见》(以下简称 《意见》)。《意见》指出，光热发电兼具调峰电源和长时储能的双重功能，能够实现用新能源调节支 撑新能源，能够为电力系统提供长周期调峰能力和转动惯量，具备在部分区域作为调峰和基础性电源的 潜力，是实现新能源安全可靠替代传统能源的有效手段，是加快构建新型电力系统的有效支撑。 薪火私募投资基金管理有限公司总经理翟丹对《证券日报》记者表示，《意见》为光热发电产业规模化 发展提供了清晰的方向和可量化的标准，这不仅有助于引导资源要素高效集聚，还能加速产业和市场成 熟，进而提升我国电力系统的自主可控能力，为实现"双碳"目标提供有力保障。 政策利好持续释放 《意见》提出，到2030年，光热发电总装机规模力争达到1500万千瓦左右，度电成本与煤电基本相当； 技术实现国际领先并完全自主可控，行业实现自主市场化、产业化发展，成为新能源 ...

"这条线路是国内首条南北纵向跨越秦岭的750千伏超高压输电线路，也是国内首条跨越40毫米重冰 区的750千伏线路。"国网陕西省电力有限公司建设部副主任张珩说。 0:00 / 1:15 新华社西安12月23日电（记者张申博）12月23日，在陕西汉中，随着汉中750千伏变电站带电成 功，陕南电网正式迈入超高压时代。 "陕南的清洁电力从此'接轨'全国电网，对服务'双碳'目标、优化能源结构具有战略意义。"张珩 说。 未来，陕南地区将通过这条电力通道加强与青海、甘肃南部及西南地区联网，加速融入全国统一电 力大市场，为秦巴山区绿色振兴与陕西高质量发展提供稳定可靠的绿色能源保障。 工程投运后，陕西汉中电网供电能力将提升25%。工程不仅大幅增强陕西南部电网输送能力，还实 现了陕南抽水蓄能参与全省风电、光伏等清洁能源并网消纳与能源优化配置。 汉中750千伏输变电工程是国家电网"十四五"规划重点工程，也是陕西骨干网架升级的关键项目。 工程线路起于宝鸡市凤翔区的宝鸡换流站，接入汉中市城固县的新建汉中750千伏变电站。线路全长459 公里，成功穿越秦岭无人区与重冰地段。 ...

吴豪的晋升打破传统。这位1978年出生的财务专家，拥有21年电力行业财务管控经验，从集团总部到子公司，深谙资本运作与风险管控。五年财务负责人 任职后，他直接操盘公司整体经营。 预见能源认为，在强调专业与资历的央企体系内，选择把财务负责人吴豪直接擢升为总经理，这释放出了一个明确的信号：在新能源行业告别补贴、全面 参与市场竞争的当下，对企业领导者的财务敏锐度与风险把控能力提出更高要求。华电新能作为华电集团新能源的核心平台，其资产体量与融资复杂性， 或许使董事会认为，深谙财务脉络的专家比单纯技术背景领导者更能驾驭当前挑战。 类似逻辑已在其他能源央企显现。国家电投旗下 电投产融 曾由金融背景领导人主导转型；国家能源集团 龙源电力 也愈发注重资本运营的背景人才。行业 共识变得逐渐清晰：新能源竞争已从原来的资源获取进一步深化为资本效率的大比拼！ 华电新能 核心管理层剧变。 据悉，12月22日，华电新能董事长卸任总经理，原财务负责人吴豪被提拔至总经理岗位并获董事提名；副总经理、董秘、财务负责人同步调整，两位董事 辞职。 此次集中变动在电力央企中并不多见。吴豪由财务负责人直接晋升为"一把手"，更被视为一次"破格"任用。 这并 ...

Core Viewpoint - The ±800 kV Yanhuai DC ultra-high voltage project has significantly contributed to the energy supply in Jiangsu, delivering over 300.16 billion kWh of electricity since its operation began in June 2017, which can meet the annual electricity needs of over 100 million households, thus supporting the high-quality economic development of the Yangtze River Delta region [1] Group 1: Project Overview - The Yanhuai DC project is one of the 12 key transmission channels under the national air pollution prevention and control action plan [1] - The project spans 1,119 kilometers, starting from Shuozhou in Shanxi Province and ending in Huai'an, Jiangsu Province, with a maximum transmission capacity of 8 million kW [1] - It serves as a major conduit for clean energy transmission, linking the North China energy base with the East China load center [1] Group 2: Performance Metrics - From January to November this year, the Yanhuai DC channel transmitted 51 billion kWh of electricity, accounting for 37% of Shanxi's total electricity exports [1] - During the peak summer period, the Yanhuai DC operated at full capacity for 40 days, setting a new record for the same period since its commissioning [1] Group 3: Environmental Impact - With the continuous increase in Shanxi's renewable energy installations, the green benefits of the Yanhuai DC project are becoming increasingly prominent [1] - Over 30% of the 300 billion kWh of electricity transmitted is generated from renewable sources such as wind and solar power, making it a vital component in promoting the clean and low-carbon transformation of energy and supporting the national "dual carbon" goals [1]

中国光热发电总装机规模力争到2030年达1500万千瓦左右 中新社北京12月23日电 (记者 王梦瑶)中国国家发改委、国家能源局近日印发的《关于促进光热发电规 模化发展的若干意见》(下称《意见》)提出，到2030年，中国光热发电总装机规模力争达到1500万千瓦 左右，度电成本与煤电基本相当。 光热发电兼具调峰电源和长时储能双重功能，能够有效平抑风电、光伏发电等新能源出力的波动性，是 加快构建新型电力系统的重要支撑。经过多年发展，中国已成功掌握塔式、槽式、菲涅尔式等主流光热 发电技术，已建成全球领先的光热发电产业链，电站单位千瓦建设成本从10年前的约3万元(人民币，下 同)下降至1.5万元，度电成本降至0.6元上下，已初步具备规模化发展的基础。但另一方面，光热发展还 面临初始投资大、市场竞争能力偏弱、系统支撑调节价值未充分体现、产业技术水平仍需提升的问题。 为促进光热发电规模化发展，《意见》提出一揽子政策措施，明确2030年中国光热发电的装机规模、度 电成本、技术水平和产业建设方面等发展目标，在大型能源基地合理配置光热发电规模，建设一批以光 热发电为主的支撑调节型电站，支持光热电站通过电力市场发挥系统调节功能， ...

Core Insights - The report by KPMG indicates that multinational companies are optimistic about revenue growth in China over the next three to five years, with 94% continuing to invest in the market and 75% planning to maintain or increase their investments by 2025 [1][3] Investment Plans - There has been a significant increase in mergers and acquisitions (M&A) by multinational companies in China, driven by two key strategies: acquiring companies in advanced sectors like electric vehicles and healthcare, and vertical integration through acquiring distributors and manufacturers to better serve Chinese consumers [3] - 64% of multinational companies plan to increase investments to maintain competitiveness in China, while 36% aim to enhance production capacity and another 36% focus on improving local R&D capabilities [3] Shift in Focus - 61% of multinational companies have shifted their focus from growth to profitability over the past three years, although 36% have not made this transition [4] - Among those prioritizing profitability, 49% are focusing on improving operational efficiency, 34% on pricing strategies to enhance profit margins, and 30% on reallocating resources to high-margin products or services [6] Localization Efforts - 83% of multinational companies have partially localized their operations in China, with 54% prioritizing localization in manufacturing, 50% in supply chain/logistics, and 40% in R&D [6][8] Digital Transformation - Over 90% of surveyed companies plan or have already begun digital investments, with 52% focusing on enhancing data analytics capabilities, 46% on upgrading IT infrastructure, and 36% on investing in emerging technologies [8] - 58% of multinational companies are utilizing artificial intelligence tools in their operations [8] Strategic Reassessment - Multinational companies are reassessing their strategies in China, shifting from mere expansion to focusing on profitable business models through localization and digital investments to enhance operational efficiency and pricing strategies [9]