能源转型加速，电网建设迎来历史性投资机遇。 4万亿投资规模的增长与全社会的电力需求变化同步，尤其考虑到AI发展带来的用电需求激增。2025 年，我国全社会用电量首超10万亿度，同比增长5%，稳居全球首位，是人类历史首次。 （来源：人民网） 随着我国"双碳"目标的推进，新能源发电占比不断提升，对电网的稳定性和灵活性提出了更高要求。 分布式光伏"多点接入、双向供电"特性对电网提出更高要求；新能源汽车渗透率提升带动充电桩建 设，其高功率、集中化用电加剧电网负荷压力。 国家电网的4万亿投资将沿着几条清晰的主线展开，每一条都对应着明确的产业机遇。 作者 | beyond 编辑 | 小白 "十五五"期间国家电网固定资产投资将达到4万亿元，创历史新高，较"十四五"投资增长40%。 这笔投资规模相当于一些中型国家的全年GDP，不仅刷新了电网建设的历史纪录，也预示着能源电力 产业链将迎来新一轮景气周期。 ...

在源网侧储能领域，科华数能凭借全域构网型储能技术创新构建了差异化竞争优势。其核心产品2.5MW储能PCS、5MW储能变流升压一体机与S 液冷储能系 统，构建了"高效集成、安全可靠、成本更优"的源网侧构网型储能解决方案。在内蒙古阿荣旗1GW/4GWh电网侧储能项目中，该方案展现出超强环境适应 性，-35℃低温下仍能安全运行，为电网稳定运行与清洁能源消纳提供了有力支撑。 1月14日，第四届"光能杯"储能行业颁奖盛典在苏州顺利举行。科华数能凭借在储能技术创新领域的深厚积淀与构网储能技术上的卓越突破，荣获"中国储能 产业卓越源网侧储能解决方案"、"中国储能产业优秀用户侧应用场景创新项目"双项奖项。 作为全球领先的智慧光储解决方案提供商，科华数能深耕电力电子技术领域37年，始终以创新驱动发展，坚持长期主义理念，用先进技术赋能行业生态。据 标普全球报告显示，科华数能在500kW以上功率段储能PCS市场稳居全球首位；据中关村储能产业技术联盟发布的2025年度中国储能企业系列榜单显示，科 华数能蝉联中国市场储能PCS出货量第一，截至2024年底，科华数能全球储能装机规模达30GW/12GWh，产品与服务覆盖超100个国家和地 ...

点 击 蓝 字 关 注 我 们 1月12日，工业和信息化部网站公布"关于印发《道路机动车辆生产领域行政处罚裁量权基准表》的通 知"。 通知称，为深入贯彻党的二十大和二十届历次全会精神，进一步规范道路机动车辆生产领域行政处罚裁 量工作，保障行政执法公平公正，根据《中华人民共和国行政处罚法》《中华人民共和国道路交通安全法》 《道路机动车辆生产企业及产品准入管理办法》（工业和信息化部令 第50号）等法律、法规、规章，我部制 定了《道路机动车辆生产领域行政处罚裁量权基准表》，现予印发，自2026年2月1日起施行。 《道路机动车辆生产领域行政处罚裁量权基准表》涉及的违法行为包括以下几项： 一是隐瞒有关情况或 者提供虚假材料申请道路机动车辆生产企业及产品准入。二是以欺骗、贿赂等不正当手段取得道路机动车辆生 产企业及产品准入。三是擅自生产、销售未经许可在境内使用的道路机动车辆产品。四是报送备案时隐瞒有关 情况、提供虚假材料。五是出租、出借、买卖或者以其他形式非法转让道路机动车辆生产企业及产品准入。六 是在监督检查中隐瞒有关情况、提供虚假资料，或者不接受工业和信息化主管部门监督检查。 说明：根据《中华人民共和国道路交通安全法 ...

人不负青山，青山定不负人。广西农业、渔业资源丰富，如何让生态资源优势不断转化为发展优势？为 此，广西创新"生态+"模式：立体循环农业。依托良好的生态优势和农业资源，"农光互补""渔光互 补"成为践行"双碳"目标与乡村振兴战略的改革创新实践的同时，融合光伏发电、水系治理与生态种 养。构建起"光伏+水系治理+生态养殖+生态修复+生态农业"的立体循环产业链条。百色市"渔光互 补"基地年发电超10亿千瓦时，带动水产养殖产值增长20%。 生态品牌赋能，打造出一系列"绿色牌""富 硒牌""长寿牌"等"桂字号"品牌，推动广西"果盘子""菜篮子"四季供应全国。截至目前，广西以生态修复 促经济增效，大力推动生态产业化和产业生态化，探索绿水青山转化为金山银山的路径，2025年完成植 树造林434万亩、红树林修复1.77万亩，石漠化治理50万亩，3个海洋生态案例获全球推广，生态价值评 估总量突破8万亿元。创建国家级生态文明示范区19个、"两山"实践创新基地6个，生态产业化惠及超 500万农户。 林海生金：激活森林"四库"，释放绿色财富 中国发展网讯 记者龚成钰报道 2025年是"两山"理念提出20周年，也是"十四五"规划收官、"十 ...

（作者系国家统计局能源统计司司长 胡汉舟） 2025年，我国经济延续稳中有进发展态势，能源供给稳定增长，有力支撑经济社会平稳健康运行。能源 供应保障能力持续增强，煤油气电产量均创历史新高，电力供应安全稳定，能源自给率稳步提升；绿色 低碳转型步伐不断加快，可再生能源跃升发展，非化石能源消费比重持续提高，为推进能源强国建设奠 定坚实基础。 清洁能源供给占比不断提升。2025年，规模以上工业水电、核电、风电和太阳能发电等清洁能源发电 34213亿千瓦时，比上年增长8.8%，占规模以上工业发电量比重为35.2%，比上年提高2.1个百分点。 三、绿色转型步伐加快，能效水平不断提升 "双碳"目标下，我国积极推进能源绿色低碳转型，煤炭消费比重持续下降，清洁能源消费占比稳步攀 升，消费结构进一步优化。2025年，非化石能源占能源消费总量比重比上年提高约2个百分点，超过石 油成为第二大能源类型，成为能源增量主体。 2025年，能源保供稳价政策有效实施，能源产供储销体系不断完善，能源生产稳步增长，规模以上工业 [1]煤油气电等主要能源产品产量均创历史新高，能源保供能力持续增强，能源安全基础不断夯实。 原煤产量再创新高。2025年 ...

Core Viewpoint - The successful commercial operation of the "Super Carbon No. 1" project, the world's first 2*15 MW supercritical carbon dioxide waste heat power generation system, marks a significant advancement in energy conversion technology in China, utilizing supercritical carbon dioxide instead of steam for power generation [1][4]. Group 1: Technology Overview - The "Super Carbon No. 1" system replaces traditional steam-based power generation with supercritical carbon dioxide, which operates at temperatures above 31 degrees Celsius and pressures around 7.38 MPa, allowing for more efficient energy conversion [2][3]. - This technology offers several advantages, including no water consumption, reduced wastewater generation, a more compact design, and the ability to utilize lower temperature waste heat (350-600 degrees Celsius) effectively [3][6]. Group 2: Economic and Environmental Benefits - The implementation of "Super Carbon No. 1" can increase net power generation efficiency by 20% to 50% compared to traditional steam systems, significantly enhancing the profitability of steel and cement industries by converting waste heat into electricity [3][6]. - The technology is projected to save approximately 4.83 million tons of standard coal and reduce carbon dioxide emissions by 12.85 million tons annually if widely adopted across similar projects in China, contributing to the country's dual carbon goals [6][7]. Group 3: Energy Security and Future Applications - The technology can diversify China's energy supply pathways and can be integrated with renewable energy sources like wind and solar power, addressing the instability issues of these energy forms [7][8]. - The establishment of a comprehensive domestic industrial chain for supercritical carbon dioxide power generation positions China to leverage this technology across various sectors, including steel, chemical, cement, and glass industries, enhancing overall energy efficiency [8].

Core Viewpoint - The multi-crystalline silicon market experienced a two-phase price trend in 2025, with initial declines followed by a recovery driven by policy changes and demand surges in the photovoltaic sector [1][2]. Phase One: Price Decline and Stabilization - In the first phase, market sentiment was pessimistic, leading to a decline in both spot and futures prices, approaching the cash cost line of leading companies [1]. - A consensus on production cuts was reached in December 2024, which slowed the price decline and stabilized the market [1]. - Key policies implemented in February 2025, such as the management measures for distributed photovoltaic power generation, triggered a "rush to install" in the first half of 2025, temporarily boosting supply and demand [1]. - By April 2025, as the rush subsided, futures prices stabilized but faced downward pressure due to tariff policies [1]. Phase Two: Price Recovery - The second phase saw a reversal in industry expectations due to a series of "anti-involution" policies, leading to a strong increase in spot prices and an upward trend in futures prices [2]. - By December 2025, the average transaction price for N-type multi-crystalline silicon had reached 53,900 yuan per ton, significantly up from early July [2]. - The cost range for the industry in 2025 was between 40,300 to 42,900 yuan per ton, with current spot prices exceeding this range, indicating a strong support level for prices [2]. 2026 Outlook: Supply and Demand Dynamics - Global photovoltaic installations are expected to grow in 2025, with an estimated total demand for multi-crystalline silicon of approximately 114,350 tons, despite a supply surplus of about 17,650 tons due to a projected production of 132,000 tons [4]. - The domestic photovoltaic demand is anticipated to stabilize, with new installations likely not exceeding the levels of 2024 and 2025, shifting focus towards high-quality development rather than rapid growth [5][6]. - The 2026 demand scenarios suggest a range of 48,750 to 60,940 tons for domestic multi-crystalline silicon, depending on various assumptions about installation levels [6]. Industry Development Trends - The photovoltaic industry is facing significant supply-demand mismatches, with upstream price pressures from multi-crystalline silicon affecting the midstream and downstream segments [7]. - A coordinated reduction in production across the entire supply chain, from silicon materials to components, is necessary to achieve overall market balance [7]. - Current multi-crystalline silicon inventory stands at around 400,000 tons, indicating that the market has not yet reached equilibrium [9]. - The industry is expected to transition towards a healthier and more orderly development phase, focusing on sustainable growth aligned with carbon neutrality goals [9].

市场监管总局将加快推进国家计量技术规范的更新迭代，加强新兴战略领域、新型测试方法等重点领域 国家计量技术规范制定，加大宣贯和实施力度，为实现中国式现代化提供计量支撑。 新华财经北京1月19日电（记者孙广见）市场监管总局最新统计数据显示，2025年发布国家计量技术规 范213项，较2024年增长63.8%，总量达2273项。 （文章来源：新华财经） 市场监管总局坚持需求导向，着力加强新型国家计量技术规范供给。2025年，在保障民生福祉方面，发 布电子计价秤、验光镜片箱、数字化交流电能表、体重秤等一批国家计量技术规范，保障了交易公平， 提升了群众的获得感；在支撑制造强国方面，发布卫星导航干扰模拟源、计量器具软件标识、蓝牙测试 仪等国家计量技术规范，支撑了高端制造业的发展；在服务绿色发展方面，发布公共机构重点用能单位 能源资源计量审查规范、零碳建筑计量评价规范、汽车排放气体测试仪等国家计量技术规范，助推"双 碳"目标的实现。 ...

Market Performance - The public utility sector increased by 0.1% as of January 16, outperforming the broader market, with the electricity sector rising by 0.20% and the gas sector declining by 1.17% [2][8]. Electricity Industry Data Tracking - The price of thermal coal at Qinhuangdao Port rose by 1 CNY/ton week-on-week, reaching 697 CNY/ton as of January 16. Meanwhile, Indonesian coal prices fell by 5.71 CNY/ton to 735.71 CNY/ton, and Australian coal prices decreased by 6.53 CNY/ton to 740.51 CNY/ton [3]. - Coal inventory at Qinhuangdao Port increased by 150,000 tons week-on-week, totaling 5.5 million tons as of January 16. Inland power plants' daily coal consumption rose by 96,000 tons/day to 4.147 million tons, a week-on-week increase of 2.37% [3]. - The outflow from the Three Gorges Dam increased by 19.22% year-on-year and 23.55% week-on-week, reaching 9,180 cubic meters/second as of January 16 [4]. Natural Gas Industry Data Tracking - The LNG ex-factory price index in Shanghai was 3,854 CNY/ton as of January 15, showing a week-on-week increase of 1.29% but a year-on-year decrease of 13.53% [5]. - The European TTF spot price rose by 18.6% week-on-week to 11.4 USD/million BTU, while the US HH spot price increased by 2.8% to 2.95 USD/million BTU [5]. - Domestic natural gas consumption in November was 36.280 billion cubic meters, a year-on-year increase of 4.1%, with production at 21.880 billion cubic meters, up 5.9% year-on-year [6]. Key Industry News - The State Grid Corporation plans to invest 4 trillion CNY in fixed assets during the 14th Five-Year Plan, a 40% increase from the previous plan, focusing on green transformation and enhancing grid functionality [7]. - Multiple provinces have highlighted natural gas as a key strategic energy source in their 14th Five-Year Plans, emphasizing its role in connecting traditional and new energy systems without setting consumption caps [7]. Investment Recommendations - The electricity sector is expected to see profit improvements and value reassessment due to ongoing supply-demand tensions, with a focus on coal power companies like Guodian Power and Huaneng International [8]. - The natural gas sector is anticipated to benefit from stable margins in city gas businesses and opportunities for traders with low-cost long-term gas sources [8].

Core Viewpoint - The State Administration for Market Regulation has reported that the number of national metrology technical standards will increase to 2,273 by 2025, representing a growth of 63.8% compared to 2024 [1] Group 1: Supporting Public Welfare - The release of national metrology technical standards for electronic weighing scales, optical lens boxes, digital electric energy meters, and weighing scales aims to ensure fair transactions and enhance public satisfaction [1] Group 2: Supporting Manufacturing Strength - New national metrology technical standards for satellite navigation interference simulation sources, metrology instrument software identification, and Bluetooth testing instruments are designed to support the development of high-end manufacturing [1] Group 3: Promoting Green Development - The introduction of national metrology technical standards for energy resource measurement reviews in key public institutions, zero-carbon building measurement evaluations, and vehicle emission gas testing instruments will facilitate the achievement of carbon neutrality goals [1]