（原标题：关于绿色发展，二十届四中全会公报的三个"加快"意味着什么） 21世纪经济报道李德尚玉 卢陶然 雷椰 北京报道 10月20日至23日，中国共产党第二十届中央委员会第四次全体会议在北京举行。10月23日，中国共产党 第二十届中央委员会第四次全体会议公报发布。 全会提出，加快经济社会发展全面绿色转型，建设美丽中国。 在10月24日举行的新闻发布会上，郑栅洁表示，首先，是加快构建实施碳排放总量和强度双控制度。这 是全面绿色转型的"指挥棒"。其次，是加快能源绿色低碳转型。这是全面绿色转型的"牛鼻子"。 "我们将加快新型能源体系建设，到'十五五'末，新增用电需求绝大部分由新增清洁能源发电量满足， 让更多绿电穿越山海、点亮万家灯火。重点有三项工作：一是以更大力度发展非化石能源，加快西北风 电光伏、西南水电、海上风电、沿海核电等清洁能源基地建设，因地制宜开发生物质能、地热能、海洋 能等新能源；二是推进化石能源清洁高效利用，推动煤电由基础保障性电源转为支撑调节性电源；三是 加快建设新型电力系统，确保绿电发得出、电网接得住、终端用得好。"郑栅洁表示。 郑栅洁指出，第三项举措，是加快产业结构绿色低碳转型。这实际上是通过增 ...

Core Viewpoint - Shandong Province is making significant strides in green, low-carbon, and high-quality development, positioning itself as a national leader in these areas through innovative measures and strategic initiatives [1][2][3] Group 1: Green and Low-Carbon Development - In 2022, Shandong was approved to establish a green low-carbon high-quality development pilot area, marking it as the first in the nation with this focus [1] - The province has seen a notable reduction in carbon emission intensity, surpassing scheduled targets, indicating effective progress in its green transformation [1] Group 2: Energy Transition - Shandong is advancing its energy sector by promoting the development of clean energy, achieving a significant increase in non-fossil energy generation capacity, which reached 134 million kilowatts, 2.8 times that of 2020 [2] - The province has shut down 12.27 million kilowatts of small coal-fired power plants and upgraded 88.785 million kilowatts of coal power, with over 84% of large coal power units being 300,000 kilowatts or larger [2] - Shandong is a pioneer in energy market reforms, establishing a comprehensive trading system that includes various electricity transaction types [2] Group 3: Carbon Neutrality Initiatives - The province is implementing the "Ten Major Projects" for carbon peak management and has been included in the first batch of national carbon emission control pilot provinces [3] - Shandong is developing 20 provincial-level zero-carbon parks, which are expected to consume 12.5 billion kilowatt-hours of green electricity annually, accounting for over 75% of their total electricity usage [3] - The first million-ton carbon capture, utilization, and storage (CCUS) project in the country has been successfully operational for three years, capable of sequestering 1 million tons of CO2 annually [3] Group 4: Sustainable Lifestyle Promotion - Shandong has introduced a "five-segment" time-of-use electricity pricing policy to encourage off-peak electricity usage, enhancing grid flexibility by approximately 5 million kilowatts during peak solar generation [3] - The province has established the first zero-carbon city powered by nuclear energy, with nearly 13 million square meters of clean heating area [3] - Shandong is actively promoting waste reduction and recycling initiatives, with nine cities included in the national "waste-free city" program, ranking second in the country [3]

中国共产党第二十届中央委员会第四次全体会议，于2025年10月20日至23日在北京举行。 全会提出，加快经济社会发展全面绿色转型，建设美丽中国。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，筑牢生态安全屏障，增强绿色发展动能。要持续深入推进污染防治攻坚和生态系统优化，加快建设新型能源体系，积极稳妥推进和实现碳 达峰，加快形成绿色生产生活方式。 ...

Core Viewpoint - The Fourth Plenary Session of the 20th Central Committee of the Communist Party of China emphasizes accelerating the comprehensive green transformation of economic and social development, aiming to build a beautiful China through a focus on carbon peak and carbon neutrality goals [1] Group 1: Energy Transition - The key to accelerating comprehensive green transformation lies in promoting green and low-carbon energy transition and continuously optimizing the energy structure [2] - The proportion of coal consumption in total energy consumption has been decreasing since the 18th National Congress of the Communist Party of China [5] - A dual approach of end-of-pipe and source governance is necessary for carbon emission reduction, with a focus on source governance for long-term sustainability [8] Group 2: Renewable Energy Development - There is a need for large-scale development and utilization of non-fossil energy sources, including hydropower, nuclear power, wind power, solar power, and biomass [9] - By 2060, the proportion of non-fossil energy consumption is targeted to reach over 80%, with non-fossil energy generation accounting for over 90% of total power generation [10] - The development of renewable energy should gradually replace fossil energy in both incremental and stock terms [11] Group 3: New Energy System Construction - A new power system characterized by "clean, low-carbon, safe, abundant, economically efficient, coordinated supply and demand, and flexible intelligence" is being constructed [9] - The construction of a new grid system is essential to support the new energy system, acting as a critical platform in the energy system [11] - Energy storage and hydrogen energy are key to enhancing system regulation capabilities and supporting dynamic balance in the power system [11]

Economic Goals - No specific economic growth targets set for the next five years, aiming for a per capita GDP of around $22,000 by 2035, with an annual growth rate of approximately 4.5% over the next decade[2][19] - Emphasis on completing this year's economic goals firmly[2][19] Development Focus - High-quality development prioritized, with the removal of "new achievements in economic development" from main objectives[3][19] - Shift from "Digital China" to "Aerospace Power," highlighting opportunities in the aerospace sector[3][19] Technological Independence - Focus on "self-reliance in technology," indicating a shift towards a new round of technological revolution, emphasizing core technology breakthroughs and integration of innovation[4][20] - This approach supports domestic substitution and self-control, addressing complex external trade situations[4][20] Consumer and Living Standards - First-time inclusion of "improving people's quality of life" as a primary goal, indicating a shift towards "investment in people" rather than infrastructure[5][20] - Strong emphasis on boosting consumption and exploring new consumption patterns and scenarios[5][20] National Security and Defense - Increased focus on national security and modernization of defense, with mentions of complex geopolitical risks and the need for military readiness[6][10][20] - New phrasing regarding "struggling, preparing, and building" reflects a proactive stance on defense[10][20] Real Estate Development - Real estate mentioned only once, framed within high-quality development, focusing on risk mitigation and improving housing supply systems[11][20] New Energy Systems - Transition from "green development" to "green transformation," with attention to energy consumption targets per unit of GDP and a diversified energy supply system[12][21]

Core Viewpoint - Xi'an is accelerating the construction of a new energy system, focusing on pollution reduction and carbon emission cuts, leading to continuous improvement in ecological environment quality [1][3]. Energy Sector - Xi'an has been selected as one of the first batch of national pilot cities for pollution reduction and carbon emission cuts, being the only provincial capital in this category [3]. - The city is progressively shutting down some coal-fired power plant units to reduce fossil energy consumption and is promoting photovoltaic construction in urban and rural areas [3]. - As of August 2023, the proportion of renewable energy generation capacity in Xi'an has increased to 45% [3]. Hydrogen Energy Development - Xi'an is developing a comprehensive industrial chain for hydrogen energy, having introduced and nurtured over 120 hydrogen energy enterprises, achieving an output value of nearly 3 billion yuan [3]. - Demonstration applications for hydrogen energy heavy trucks, buses, and drones are steadily advancing [3]. Transportation Sector - All newly added or updated public transport vehicles, including buses, taxis, and waste collection vehicles, are powered by new energy or clean energy [4]. - The city is enhancing the infrastructure for electric vehicles, including public charging stations and charging piles, to meet the growing demand for electric vehicle charging [4]. Waste Management and Recycling - Xi'an is deepening the construction of a "waste-free city," having established 1,407 recycling points and 16 sorting centers for resource recycling [4]. - The city is promoting the resource utilization of construction waste and agricultural waste [4]. Future Plans - Xi'an aims to continue deepening pilot work to fully unleash the potential benefits of pollution reduction and carbon emission cuts, striving to form a replicable and promotable "Xi'an experience" for a higher standard of green transformation in economic and social development [4].

中国共产党第二十届中央委员会第四次全体会议，于2025年10月20日至23日在北京举行。 （来源：中国电力报） 全会提出，加快经济社会发展全面绿色转型，建设美丽中国。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，筑牢生态安全屏障，增强绿色发展动能。要持续深入推进污染防治攻坚和生态系统优化，加快建设新型 能源体系，积极稳妥推进和实现碳达峰，加快形成绿色生产生活方式。 ...

Core Insights - The overall balance of electricity supply and demand in China has improved, with significant growth in electricity consumption across various sectors, driven by policies supporting traditional industry electrification and new production capabilities [1][2] Group 1: Electricity Demand and Supply - From January to August, electricity consumption in primary, secondary, and tertiary industries increased by 10.6%, 3.1%, and 7.7% respectively, indicating robust demand growth [1] - The peak electricity load reached a record high of 1.508 billion kilowatts in July, an increase of approximately 200 million kilowatts compared to the previous year [1] - The electricity system demonstrated strong resilience, with 40 million kilowatts of new adjustable power sources and 16 million kilowatts of increased cross-regional transmission capacity added from January to July [1] Group 2: Transition to Green Energy - The share of clean energy in China's energy structure has significantly increased, with renewable energy accounting for 84% of new installed capacity, totaling 288 million kilowatts from January to August [2] - Non-fossil fuel power generation capacity surpassed 60% for the first time, with wind and solar energy contributing over 90% to the renewable energy generation [2] - More than 95% of coal-fired power units have undergone ultra-low emission upgrades, positioning China as a leader in emission reduction technology [2] Group 3: Enhancing Coordination and Market Functionality - The strategy includes enhancing the synergy of supply, grid, load, and storage, promoting both centralized and decentralized renewable energy development [3] - The establishment of a unified national electricity market is underway, focusing on improving market rules and policies to reflect the green value of clean electricity [3] - The plan emphasizes the importance of energy efficiency improvements in key sectors and the development of zero-carbon parks [3] Group 4: Climate Resilience in Power Systems - Climate factors are being integrated into the planning and operation of the new power system, with a focus on risk assessment and disaster preparedness [4] - There is an emphasis on deploying backup power sources and enhancing collaboration between electricity and other energy infrastructures to address extreme weather events [4]

Core Viewpoint - The Henan provincial government is advancing high-quality energy development during the "14th Five-Year Plan" period, focusing on a clean, low-carbon, safe, and efficient energy system to support economic and social development [1] Clean Energy Development - Henan is accelerating the construction of a clean and efficient energy supply system, with renewable energy installed capacity exceeding 87 million kilowatts, accounting for 55% of total installed capacity, which is more than 2.6 times that at the end of the "13th Five-Year Plan" [2] - By the end of 2025, renewable energy generation capacity is expected to exceed 88 million kilowatts, with renewable energy generation potentially surpassing 140 billion kilowatt-hours, and green electricity accounting for nearly 40% [2] - The share of coal consumption in primary energy consumption is decreasing, while non-fossil energy consumption has increased to 18%, up about 7 percentage points from 2020 [2] Green Coal Mining - Henan is promoting green mining technologies, including backfilling and comprehensive utilization of coal gangue and mine water, which has led to increased clean energy supply [3] Infrastructure Improvement - The annual investment in the power grid has exceeded 30 billion yuan, with the completion of several high-voltage transmission lines, enhancing the power supply capacity [4] - The total length of oil and gas pipelines has surpassed 10,000 kilometers, with a significant increase in oil and gas resource supply capacity [4] Reform and Innovation - Henan is advancing a distributed energy system focused on clean energy, with 622 projects implemented, totaling an investment of approximately 55.6 billion yuan, which will promote green electricity consumption and reduce electricity costs [5] - The establishment of a power spot market allows all users to participate, optimizing resource allocation and stabilizing prices [6]

Core Viewpoint - The Henan provincial government is advancing high-quality energy development during the 14th Five-Year Plan period, focusing on a clean, low-carbon, and efficient energy system to support economic and social development [1] Group 1: Clean Energy Development - Henan is accelerating the construction of a clean and efficient energy supply system, significantly enhancing energy security capabilities [2] - As of Q3 this year, the cumulative installed capacity of renewable energy in the province exceeded 87 million kilowatts, accounting for 55% of total installed capacity, which is more than 2.6 times that at the end of the 13th Five-Year Plan [2] - By the end of 2025, the installed capacity of renewable energy is expected to exceed 88 million kilowatts, with renewable energy generation likely to surpass 1.4 trillion kilowatt-hours, achieving a green electricity share close to 40% [2] - The proportion of non-fossil energy consumption in primary energy consumption has increased to 18%, up about 7 percentage points from 2020 [2] Group 2: Coal Green Mining - The province has established several green mines and is promoting green mining technologies such as backfilling and comprehensive utilization of coal gangue and mine water [3] - The utilization of gas extraction has been increasing, contributing to the supply of clean energy [3] Group 3: Infrastructure Improvement - Since the beginning of the 14th Five-Year Plan, annual investment in the power grid has exceeded 30 billion yuan, enhancing the interconnectivity and reliability of the electricity supply [4] - The total length of oil and gas pipelines has surpassed 10,000 kilometers, significantly improving the supply capacity of oil and gas resources [4] Group 4: Reform and Innovation - Henan is advancing a distributed energy system focused on clean energy, integrating source, grid, load, and storage [5] - A total of 622 projects have been implemented, with an investment of approximately 55.6 billion yuan, adding significant renewable energy capacity and enhancing green electricity consumption [5] Group 5: Electricity Market Development - The establishment of a power spot market allows all users to participate, optimizing resource allocation and stabilizing prices [6] - The market has facilitated the participation of independent storage users, achieving full coverage of electricity market participants [6]