雷东生、程晓波、丁巨胜、杨勇平参加。（新甘肃·甘肃日报记者 崔亚明） 来源：新甘肃客户端 编辑：祁晴责编：朱旺 校审：王学香 胡昌升任振鹤会见吕军李向良一行 省委书记、省人大常委会主任胡昌升，省委副书记、省长任振鹤，2月4日在兰州会见了中国大唐集团有 限公司党组书记、董事长吕军，党组副书记、总经理李向良一行。 胡昌升对大唐集团长期以来给予甘肃发展的大力支持表示感谢。他说，当前我们正在深入学习贯彻党的 二十届四中全会精神，全面贯彻落实习近平总书记视察甘肃重要讲话重要指示精神，加快建设新型能源 体系和新型电力系统，加力打造全国重要的新能源及新能源装备制造基地，着力构建体现甘肃特色和优 势的现代化产业体系。希望双方持续深化合作，共同推进项目建设，携手实现共赢多赢。 吕军、李向良表示，甘肃能源资源富集、营商环境优越、高质量发展势头强劲。大唐集团将进一步加大 在甘投资布局力度，加快重点项目建设，推动更多优质项目落地，为甘肃高质量发展作出更大贡献。 ...

Group 1 - The core focus of the Shanxi provincial government work report is to promote energy transition and accelerate the construction of a new energy system, which has become a hot topic among representatives and committee members during the ongoing Two Sessions [1] - Shanxi aims to achieve 400 intelligent coal mines and increase the proportion of advanced coal production capacity to 84% during the 14th Five-Year Plan period, while also becoming a net exporter of natural gas with a cumulative output of 75 billion cubic meters [1] - In 2026, Shanxi plans to advance the large-scale and base-oriented development of new energy, including efficient utilization of geothermal energy, biomass energy, hydrogen energy, and green ammonia and green alcohol, in addition to wind and solar power [1] Group 2 - Shanxi proposes to develop an energy internet to promote the integrated development of coal, coal power, new energy, and energy storage, with suggestions to enhance the adaptability and acceptance of the power grid for high proportions of new energy [2] - The province aims to explore high-value utilization and strategic reserve paths for high-quality and rare coal types, while also establishing a leading domestic high-performance carbon fiber industry base [2] - Recommendations include gathering research resources to promote high-value utilization of coal and advancing technology in coal-based anode materials and carbon fiber, as well as enhancing the technological content and added value of resource conversion [2]

全年规上原煤产量13.05亿吨。晋北采煤沉陷区新能源基地加快建设。新能源和清洁能源装机同比增加 1829万千瓦、达到9048万千瓦，占比首次超过煤电……刚刚过去的2025年，我省努力在能源革命上走在 前、作示范，奋力在推动资源型经济转型发展上迈出新步伐。 今年政府工作报告提出，要"大力推动能源转型"。能源是经济社会发展的基石，对人民生活改善和社会 长治久安具有重要意义。省政协十三届四次会议开幕以来，"能源转型""构建新型能源体系"等话题引起 委员们的热议，大家纷纷表示要锐意进取、担当作为，奋力谱写山西能源转型新篇章。 "政府工作报告提出，因地制宜推动适度多元发展。白酒产业是我省特色优势产业，产业集聚度高、能 源需求集中，其酿酒、蒸馏、仓储等环节对能源的稳定性、清洁性要求逐步提升。建设以天然气为基 础，集新能源与可再生能源于一体的多源、多能耦合、多能互补综合能源供用示范试点，既是推动综合 能源+特色产业深度融合的重要探索，也是拓宽能源消纳渠道、提升能源利用效率的有效路径。"省政 协委员、中城乡山西能源集团有限公司董事长吴建光说。 立足白酒产业镇发展实际，吴建光提出，加快落地综合能源服务试点，推动消纳侧综合能源发 ...

Core Viewpoint - Shanxi Province is making significant progress in energy revolution and industrial transformation during the 14th Five-Year Plan period, with key advancements in energy structure optimization and technological innovation [1][2] Group 1: Achievements in Energy Sector - 400 intelligent coal mines have been established, with advanced coal production capacity accounting for 84% [1] - The installed power generation capacity reached 164 million kilowatts, with Shanxi's electricity export ranking among the top in the country [1] - Cumulative unconventional natural gas production reached 75 billion cubic meters over five years, making Shanxi a net exporter of natural gas [1] - The electricity spot market has officially started operation nationwide, with significant technological innovations in coal-based energy [1] Group 2: Future Goals and Plans - The goal for 2025 includes a coal production of 1.305 billion tons, a 2.1% increase, and a total installed capacity of renewable and clean energy reaching 90.48 million kilowatts, accounting for 55.1% of the total, surpassing coal power for the first time [1] - The report outlines plans for the 15th Five-Year Plan, aiming for a new energy system and a stable coal production capacity while enhancing the coal industry's high-end development [2] - By 2030, the target is to add 100 million kilowatts of renewable energy capacity and reach an unconventional natural gas production of 30 billion cubic meters [2] - Specific actions for 2026 include stabilizing coal production around 1.3 billion tons, building 60 new intelligent coal mines, and developing a new energy base in the northern coal mining subsidence area [2]

Group 1 - The core viewpoint of the news highlights a significant increase in various renewable energy indices, with the China Securities Photovoltaic Industry Index rising by 5.8%, the China Securities New Energy Index by 3.6%, and the China Securities Shanghai Carbon Neutrality Index by 2.7% [1] - The E Fund Storage Battery ETF (159566) saw a net subscription of 42 million units throughout the day, indicating strong market interest, and has attracted approximately 370 million yuan in total over the past week [1] - A recent policy announcement regarding the improvement of the generation-side capacity price mechanism provides substantial compensation for energy storage capacity, ensuring attractive baseline returns for storage projects across the country [1] Group 2 - Huatai Securities emphasizes the importance of accelerating the construction of a new energy system during the 14th Five-Year Plan, focusing on the development of new energy storage and the enhancement of smart grid infrastructure [1] - The New Energy Battery Index, which focuses on the energy storage sector, comprises 50 companies involved in battery manufacturing, energy storage battery inverters, and system integration, positioning it to benefit from future energy development opportunities [5] - The E Fund Photovoltaic ETF tracks the China Securities Photovoltaic Industry Index, which includes 50 representative companies across the upstream, midstream, and downstream of the photovoltaic industry chain, indicating its strong potential in future energy markets [7]

央视网消息：随着全国电力需求保持较快增长和能源绿色转型加速，"十五五"期间，国家电网固定资产投资预计达4万亿元，较"十四五"增长 40%。2月2日，国家电网披露了重点投资方向。 据统计，目前风、光、生物质新增发电量占全社会新增用电量的97.1%，已成为新增用电量的主体。我国绿电供应能力持续增强，能源电力绿 色低碳转型步伐不断加快。 国家电网国调中心副主任贺静波介绍，成功攻克了大电网全电磁暂态仿真、全域协同安全防御等系列关键技术，建成了全球首个"超大规模新 能源大电网运行控制系统"。 新能源新增发电量占全社会新增用电97.1% 国家电网发展部副主任王乐表示，做强电网平台，初步建成主配微协同的新型电网平台，跨区跨省输电能力较"十四五"末提升超过30%，支 撑"沙戈荒"和西南大型水电清洁能源基地开发外送。 王乐表示，电网发展从"规模扩张"向"质量提升"的转型，不再追求单纯的线路长度和装机规模，而是聚焦于打通新能源输送"大动脉"、筑牢配 网"毛细血管"、激活数字赋能"神经中枢"。 中国电力企业联合会2月2日发布数据显示，2025年，全国新增发电装机容量5.5亿千瓦，其中，风电和太阳能发电全年合计新增装机4.4亿千 瓦 ...

王浩指出，要进一步明确工作目标、工作重点和工作路径。工作目标是到2030年，基本建成浙江特色新 型能源体系，基本建成浙江特色现代化产业体系，基本建成浙江特色现代物流体系，"双碳"治理能力和 治理水平显著提升。工作重点是推进"三优化一提升"，以"双碳"引领全面绿色转型发展。要深入实施绿 色低碳发展和能源保供稳价工程，协同推进绿色电源、坚强安全运行电网和以科技创新支撑的新型储能 体系建设。要加快建设现代化交通体系，以世界一流强港和交通强省为牵引，以"四港"联动为核心竞争 力，加快建设宁波舟山港集疏运体系、铁路物流网、现代航空物流体系，最大限度实现"公转铁""公转 水"和"水水联动"，加快推进新能源车船应用，推动交通运输体系绿色低碳转型。要坚持科学统筹、系 统把握，着力提升"双碳"治理能力和治理水平，为实现碳达峰碳中和提供有力支撑。 刘捷强调，要锚定"双碳"目标，加快传统产业焕新升级，发展绿色低碳产业，推进园区优化升级，促进 经济向新向绿发展；建设新型能源体系，加大清洁低碳能源开发利用力度，促进化石能源清洁高效利 浙江省委、省政府近日召开坚持"双碳"引领全面绿色转型发展建设更高水平生态省暨全省新型能源体系 建设部署 ...

Group 1 - The core message emphasizes the importance of implementing policies effectively to promote development and improve people's livelihoods, aligning with the directives from the central government [1] - The focus on intelligent manufacturing as a key direction for industrial technology transformation and optimization, highlighting the need for continuous investment in research and development to enhance competitiveness [2] - The promotion of clean heating solutions is recognized for its benefits to both public welfare and ecological protection, with an emphasis on regional energy coordination and the application of green technologies [2] Group 2 - The meeting with local government representatives aimed to gather feedback on the "Government Work Report" and the draft of the "14th Five-Year Plan," stressing the need for local governments to actively implement central policies and foster new growth points [5] - The call for high-quality development and the importance of planning significant initiatives and projects to strengthen domestic circulation and promote employment and income growth [5] - The emphasis on a pragmatic approach in local government planning, advocating for concise and effective special plans rather than overly ambitious ones [5]

Group 1 - The core viewpoint emphasizes the acceleration of the construction of a new energy system in China, aiming for high-quality development of renewable energy to ensure reliable energy supply for modernization efforts [1] - During the 14th Five-Year Plan, a demonstration area for a 100% renewable energy power system was established in Guangshui, Suizhou, showcasing a grid model that balances supply and demand with over 70% of the time powered by renewable energy [1] - The new energy power system in northern Hubei has a capacity exceeding 10 million kilowatts, covering an area of nearly 30,000 square kilometers and serving a population of 10 million, creating a new collaborative path for energy resource utilization [1] Group 2 - The company is actively exploring the construction of a clean and low-carbon energy system in rural areas, utilizing organic waste to generate clean energy and promoting a replicable rural energy model [2] - An example from Tudianzi Village in Enshi shows that the village has achieved 24-hour clean energy supply, leading to increased agricultural productivity and tourism revenue of 1.37 million yuan annually [2] Group 3 - The 15th Five-Year Plan is expected to be a period of rapid development for renewable energy and the comprehensive construction of a new power system in China [3] - Hubei Electric Power Company is initiating projects to develop and consume renewable energy in densely populated areas and to facilitate the transmission of electricity from remote renewable energy bases to Hubei and beyond [3]

Group 1 - The core message emphasizes the importance of implementing policies effectively to promote development and improve people's livelihoods, aligning with the directives from the central government [1] - The focus on intelligent manufacturing as a key direction for industrial technological transformation and optimization, highlighting the need for continuous investment in research and development to enhance competitiveness [2] - The promotion of clean heating initiatives is recognized for its benefits to both public welfare and ecological protection, with an emphasis on integrating regional energy utilization and advancing green technology [2] Group 2 - The government is urged to actively implement the "14th Five-Year Plan" and ensure effective execution of various policies to foster new growth points and enhance local advantages [2] - There is a call for local governments to focus on practical and systematic planning, particularly in grassroots special planning, to avoid overly ambitious projects [2]