宋宏坤表示，中国坚持统筹发展和安全，加快规划建设新型能源体系，在保障能源安全的基础上深入推动能源转型，取得了一系列重要进展。希望 双方以中丹建交 75 周年为新起点，持续深化中丹清洁能源合作，取得新的更多成果。 裴德森祝贺中方成功举办 2025 国际能源变革论坛，对中方能源转型取得的成就表示赞赏，愿与中方持续深化清洁能源 领域 合作。 2025 年 10 月 24 日，中国国家能源局副局长宋宏坤在苏州会见来访的丹麦能源署代理署长裴德森。双方充分肯定了刚刚成功召开的中丹清洁能源 联合工作组第二次会议，对会议达成的联合公报表示欢迎，并就能源转型、中国新一轮国家自主贡献、绿证、中丹清洁能源合作等内容交换意见。 中国 国家能源局法改司、科技司、电力司、新能源司、市场监管司、国际司有关同志参加会见。 ...

国家能源局微信公众号是国家能源局新闻宣传、信息公开、服务群众的重要平台。 IFF · 公开 政务信息 · 发布 行业动态 ·提供 公众服务 了解更多能源动态，请长按图片识别或扫描右侧二维码，关注国家能源局官方微信公众号。 王宏志表示，中国坚持统筹发展和安全，加快建设新型能源体系，在保障能源安全的基础上深入推动能源转型，大力发展可再生能源，积极安全有 序发展核电，建成全球规模最大的清洁高效能源生产供应体系。中方愿与斯方持续用好中国 —中东欧国家企业能源合作论坛、 IRENA 等合作机 制，深化中斯能源领域交流和务实合作。 博扬 ·库梅尔高度赞赏中国在推动可再生能源发展中展现的领导力，认为中国为全球能源绿色转型树立了典范，表示期待与中方加强清洁能源合 作，持续推动中斯关系行稳致远。 2025 年 10 月 24 日，中国国家能源局局长王宏志在苏州会见来访的斯洛文尼亚环境、气候和能源部部长博扬·库梅尔。双方就能源转型、核电、 充电基础设施、中国—中东欧国家能源合作以及国际可再生能源署（ IRENA ）框架下的合作等交换意见。 中国 国家能源局电力司、核电司、新能源司、国际司主要负责同志参加会见。 ...

Core Insights - China's energy security is undergoing a profound transformation from "risk prevention" to "strong systems" in response to the restructuring of the global energy landscape and the rapid rise in energy demand from emerging fields like artificial intelligence [1][2] Group 1: Energy Security Transformation - The report indicates that by 2035, China aims to establish a modern energy security framework characterized by safety, greenness, efficiency, intelligence, and openness [1] - The systematic construction of institutional, technological, and market frameworks during the "14th Five-Year Plan" period is expected to lead to fundamental improvements in the energy system's structure, resilience, governance modernization, and international competitiveness [1] Group 2: External and Internal Challenges - China faces internal challenges such as resource endowment constraints (rich in coal but poor in oil and gas), regional supply-demand mismatches, and an underdeveloped electricity market [2] - External challenges include fragmented energy trade, reshaped green rules, differentiated carbon pricing systems, and intensified great power competition [2] Group 3: Impact of Artificial Intelligence - The most significant new variable on the demand side is artificial intelligence, with power consumption related to AI expected to increase by 33%-50% for every doubling of computing power [2] - The ongoing "East Data West Computing" project and accelerated deployment of computing infrastructure are driving rapid growth in energy demand from AI-related facilities, posing new challenges for regional load distribution, system scheduling, and power security [2] Group 4: Recommendations for Energy System - The report suggests systematically incorporating the potential energy consumption growth from AI-related industries into national energy planning [2] - It emphasizes the need for institutional innovation, market mechanism reform, and systematic governance to achieve an integrated layout of "source-network-load-storage-computing" [2] Group 5: Market Reforms and Financial Support - Market-oriented reforms are identified as the core approach to enhance the efficiency and resilience of the energy system, advocating for the establishment of a unified national electricity market system [3] - The report calls for a shift from subsidy-driven to value-driven frameworks, proposing the establishment of a green tax system and carbon tax pilot programs to incentivize investments in energy storage, hydrogen energy, carbon capture, and energy efficiency [3]

刘小涛对各位嘉宾表示欢迎。他说，江苏认真学习贯彻习近平总书记关于能源工作的重要论述，持 续推动传统能源清洁高效利用和新能源有序开发利用，全省能源结构向"更快、更高、更优"加快转型， 为高质量发展提供了有力支撑。我们将深入贯彻中共二十届四中全会决策部署，牢固树立和践行绿水青 山就是金山银山的理念，以碳达峰碳中和为牵引，协同推进降碳、减污、扩绿、增长，着力优化能源基 础设施布局，加快建设新型能源体系，加快经济社会发展全面绿色转型。期待高质量发挥好国际能源变 革论坛这一高端对话机制的桥梁作用，持续加强能源政策沟通协调，携手开展能源科技创新合作，共同 推动能源技术创新、新能源产业发展、绿色能源国际合作，形成互利互惠务实合作成果。希望各位企业 家把更多的高端资源、优质项目落户江苏，把更多新产业、新技术、新模式导入江苏，我们将全力做好 服务保障，与大家共创美好未来。 10月24日上午，以"十年携手能源变革 创新领航绿色未来"为主题的2025国际能源变革论坛在苏州 开幕。省长刘小涛，国家能源局局长王宏志，国际可再生能源署总干事拉·卡梅拉出席开幕式并致辞。 王宏志表示，中国坚持以"四个革命、一个合作"能源安全新战略为指引，加 ...

十月以来，全球铝价再度攀升，伦敦金属交易所（LME）铝期货价格涨幅超6%，触及近三年高点。 铝，这一曾经的"平民金属"，正在被重新定义。 随着新能源产业快速发展、铜价高企以及铝材替代性需求的增加，铝在全球能源转型中的战略地位逐步 上升。业内人士认为，铝材性能提升与成本优势使其在输配电及工业应用中有望成为铜的另一选项，资 源储量丰富及供应链完善也强化了铝的战略价值。在能源转型背景下，铝价有望保持高位震荡并逐步上 移。 ● 本报记者 葛瑶 "平民金属"迎来价值重估 铝历来被视作"平民金属"——廉价、产量高、波动性低。但这一次，投资圈开始流行一种观点："铝， 正成为新的铜"。 彭博新能源财经（BNEF）的报告显示，与铜、锂、钢一样，铝是实现全球能源转型的"四大关键金 属"之一。但其制约在于电力，铝冶炼是能源密集型产业，而电力正变得稀缺且昂贵。 2025年，全球铝供应紧张加剧，受产能闲置及全球低库存影响，LME铝期货价格突破2880美元/吨，触 及近三年高点。Wind数据显示，截至10月24日，LME铝期货价格10月以来涨幅超6%，上期所铝主力合 约同期上涨超2%。 在价格上涨的背后，供需结构性变化起到推动作用。正信 ...

Core Insights - The global energy industry is at a historic crossroads, with oil and gas remaining essential for economic growth while facing pressure to reduce emissions and enhance efficiency [1][2] - The oil market is undergoing a deep transformation, with a shift in demand from traditional fuels to aviation fuels and chemical feedstocks [2] - The transition to green energy is creating new growth opportunities, particularly in emerging fields like green marine fuels, hydrogen, and carbon capture [2][3] Group 1: Oil and Gas Industry Trends - The global oil market is expected to remain oversupplied until 2030, with Brent crude prices consistently below $65 per barrel [2] - Continuous integration of refining capacity is anticipated to boost industry profits despite the oversupply [2] - The shipping industry's decarbonization is leading to the development of multiple pathways for marine fuel solutions, with natural gas and biofuels showing competitive advantages [2] Group 2: Chemical Industry Developments - The future of the petrochemical industry is focused on "greening, high-end, intelligent, and safe" production [4] - China's petrochemical sector faces both challenges and opportunities, with a need to enhance high-end product supply and reduce low-end capacity [4][5] - Southeast Asia and the Middle East are becoming preferred targets for Chinese companies' international expansion due to resource and policy advantages [4] Group 3: Marine Fuel Innovations - The International Maritime Organization (IMO) is working on a legally binding net-zero emissions framework, which will significantly impact marine fuel choices [6] - Companies are developing platforms to collect and analyze carbon emissions data to comply with emerging regulations [6] - The demand for green methanol is expected to surge if the IMO's net-zero framework is approved, with significant projects already underway in China [6][7] Group 4: Green Methanol Market Outlook - Approximately half of the global green methanol supply is located in China, with many projects in the research and pre-construction phases [7] - By 2028, China is projected to achieve an annual green methanol production capacity of 4 to 5 million tons [7] - The demand for green methanol as a marine fuel is expected to reach 6 to 7 million tons globally by 2030 [7]

Core Insights - The National Energy Administration has announced the first batch of hydrogen energy pilot projects, supporting 41 projects and 9 regions, marking a transition from demonstration to large-scale promotion in the hydrogen energy industry [2] - Driven by carbon neutrality goals, hydrogen energy is recognized as a clean and efficient secondary energy source with significant application potential, attracting government and commercial bank investments [2] Industry Development - The "China Hydrogen Energy Development Report (2025)" indicates that 2025 will be a critical year for China's hydrogen energy industry to achieve economic viability and scale [3] - By 2024, China's hydrogen production and consumption scale is expected to exceed 36.5 million tons, ranking first globally, with over 50% of renewable energy hydrogen production capacity [3] - The "Hydrogen Energy Industry Development Medium and Long-term Plan (2021-2035)" aims to establish a comprehensive hydrogen energy industry system by 2035, enhancing the role of renewable energy hydrogen in energy consumption [3][4] Regional Initiatives - Xiamen's action plan aims to develop the hydrogen energy industry by establishing three hydrogen refueling stations and promoting fuel cell vehicles by 2027 [4] - Inner Mongolia's action plan focuses on enhancing the hydrogen equipment manufacturing industry, aiming for a complete supply chain and innovation capabilities by 2027 [5] - Jiangsu's plan targets a hydrogen industry scale exceeding 100 billion yuan by 2027, with over 100 hydrogen refueling stations and 10,000 fuel cell vehicles [5] Financial Support - Financial institutions are increasingly supporting hydrogen energy projects, with policies encouraging loans and financing for key projects [6] - Banks are actively collaborating with local hydrogen enterprises to provide financial support, addressing funding challenges for both technology-driven and manufacturing companies [7][8] - Major banks are developing specialized assessment systems to evaluate hydrogen energy enterprises, facilitating tailored financial solutions [8][9] Market Potential - The hydrogen energy sector is viewed as a "golden period" for development, with significant growth in bank credit support surpassing that of solar and wind energy [8][10] - Hydrogen energy is recognized for its zero emissions and high energy efficiency, making it a crucial component in achieving carbon neutrality goals [10]

来源：市场资讯 （来源：DOLC） 随着德国能源转型的推进，越来越多的城市公用事业公司（Stadtwerke）计划放弃天然气，转向区域供暖（Fernwärme）和热泵（Wärmepumpen）等替代 能源。根据德国城市公用事业协会（VKU）的最新调查，几乎每五家 Stadtwerk 中就有一家计划在未来关闭其天然气网络。 曼海姆（Mannheim）的能源企业 MVV 已宣布计划在2035年前关闭天然气网络。此举引发当地居民反对，因为并非所有家庭都能接入区域供暖系统，部 分居民被迫安装成本高昂的热泵。 政策与目标 德国政府的目标是在2045年前实现气候中和，逐步淘汰石油和天然气取暖方式，转而使用区域供热、热泵或绿色气体。VKU强调，目前缺乏明确的法律 规定，导致市政能源企业、家庭用户以及中小工业客户普遍处于不确定状态。 地方热能规划（Kommunale Wärmeplanung）将在未来几年成为关键工具。按照计划： 1. 对于人口超过10万的城市，相关规划须在2026年中期前完成； VKU 主席英格伯特·李宾（Ingbert Liebing）警告说，随着2045年德国全面停止天然气供应的目标临近，消费者可能会面 ...

2025年《财富》创新论坛将于11月17日至18日在马来西亚吉隆坡举办，汇聚全球行业领袖与前瞻性创新 者，直面时代变局，共谋破局之道。 全球经济正经历一场深刻的结构性变革。地缘政治裂痕、保护主义浪潮与疾速迭代的人工智能革命，正 合力瓦解传统同盟、冲击市场基石、重写商业世界的竞争法则。与此同时，人工智能与机器人技术的集 群式突破，正在彻底重塑我们的工作范式。 当此变局，本届论坛以"驭变谋新：后全球化世界的制胜之道"为主题，汇集300余位全球商界领袖、投 资精英与政策制定者，共同探索战略新范式，缔结跨界新联盟，在地缘政治、贸易往来、能源转型、可 持续发展、粮食安全、人工智能、教育改革、人才培育、医疗创新、金融科技等前沿领域开创新机遇。 技术跃迁、数字革命与人工智能 教育革新、人才争夺与技能重塑 健康产业与全民福祉 未来金融的演进之路 最具影响力女性 有魄力的领导者正开辟新航道 -- 重构战略版图,缔结新 兴伙伴关系,在意想不到的领域抢占先机。 值此变局之际,《财富》创新论坛落地吉隆坡,汇聚全球 企业领袖、投资精英与政策制定者直面动荡,共谋破局 之道。 已确认演讲嘉宾 核心议题 地缘政治、贸易与投资新叙事 能源转型 ...

在能源变革指数得分中，中国排名全球第三，是排名前十的国家中唯一的发展中国家。 在本年度新增的能源变革速度评估 中，中国位列全球首位，这意味着中国成为目前世界上能源转型速度最快的国家。 论坛发布的数据显示， 截至9月底，我国新型储能装机规模突破1亿千瓦关口，占全球总装机的比重超过40%。 目前，我 国已为200余个国家和地区提了清洁能源产品和服务，"中国能源好物"清单也在论坛上发布，像中国生产的风电光伏产 品，仅过去一年就为全球减少二氧化碳排放约26.5亿吨。（丁雅妮 杨曜语） （来源：央视新闻 客户端 ） 2025年国际能源变革论坛今天（10月24日）在苏州举办，活动期间，《能源变革指数蓝皮书2025》等成果集中发布，指 数显示，我国已经成为推动全球能源转型的主力军。 论坛上，《能源变革指数蓝皮书2025》正式发布，从能源消费、能源供给等五个维度，全面评估了当前能源变革趋势和进 程。 ...