Group 1 - The core viewpoint emphasizes the necessity for China to establish a new energy system, integrating traditional and renewable energy sources for a sustainable future [1] - During the 14th Five-Year Plan period, China's energy supply system has been diversifying, with non-fossil energy becoming the main supply source and fossil energy serving as a backup [1] - The coal industry is transitioning towards intelligent and green mining practices, with hundreds of coal mines in Shanxi province adopting smart mining technologies [1] Group 2 - By 2025, China's oil and gas production is expected to reach historical highs, with crude oil production around 215 million tons and natural gas production exceeding 260 billion cubic meters [2] - The oil and gas sector is entering a new phase of increased efficiency and green development, contributing to national energy security and economic stability [2] Group 3 - Non-fossil energy is transitioning from a supporting role to a leading role, exemplified by the launch of the "Qing Hydrogen No. 1" project, which will produce 45,000 tons of green hydrogen annually [3] - The project is expected to save approximately 600,000 tons of standard coal and reduce carbon emissions by 1.4 million tons per year [3] - The construction of a clean, low-carbon, safe, and efficient energy system requires support from new power systems, such as the large-scale solar thermal power project in Qinghai [3] Group 4 - China's power grid is recognized as the strongest globally in terms of transmission capacity and voltage levels, with a significant scale of renewable energy integration [4] - The "West-to-East Power Transmission" initiative has reached a capacity of 340 million kilowatts, enhancing the stability and resilience of the power supply [4] - By 2030, non-fossil energy consumption is projected to account for 25% of total energy consumption, with renewable energy generation capacity exceeding 50% [4]

胡昌升代表省委、省政府对贾春曲一行表示欢迎，对中国煤炭地质总局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，加快构建新型能源体系，加力打造全国重要的新能源及新能源装备制 造基地，奋力谱写中国式现代化甘肃篇章。希望双方在矿产资源勘探开发、现代煤化工产业等方面深化 合作，助力甘肃将资源优势转化为产业优势和发展优势。 胡昌升会见贾春曲一行 新甘肃客户端兰州1月7日讯（新甘肃·甘肃日报记者 崔亚明）省委书记、省人大常委会主任胡昌升今天 在兰州会见了中国煤炭地质总局党委书记贾春曲一行。 责任编辑：杨晨雨 贾春曲表示，甘肃能源资源富集、营商环境优越、高质量发展势头强劲。中国煤炭地质总局将充分发挥 优势，精准对接甘肃所需，进一步完善长效合作机制，为甘肃现代化建设贡献力量。 雷东生、雷思维、杨勇平参加。 ...

在能源安全与低碳转型双重目标下，天然气仍将扮演集稳定基石、灵活调节器和关键纽带等多重功能于一身的"战略能源"角色。 ▲图片由AI制作 不完全梳理显示，截至目前，包括北京、天津、河北、山西、山东等在内的23个省（区、市），已陆续发布"十五五"规划建议。梳理 这些文件可以发现，各地均将"新型能源体系"建设置于重要位置，而天然气作为清洁低碳、灵活高效的能源品种，其战略地位在多份规 划中被重点提及。总体来看，在能源安全与低碳转型双重目标下，天然气仍将扮演集稳定基石、灵活调节器和关键纽带等多重功能于一 身的"战略能源"角色。未来五年，其发展路径将沿着强化政策定位、筑牢基础设施网络、开拓多元消费市场三个维度扎实推进。 关键纽带作用成共识 记者在梳理中注意到，23份省级规划建议形成一项清晰的政策共识，即在能源消费总量持续增长与低碳转型目标并存的时代，天然气有 着衔接传统能源系统与未来新型能源体系不可或缺的"纽带"作用。 这些规划建议一个默契的做法是，相较于对煤炭和石油消费提出的"达峰"要求，并未对天然气消费设置类似天花板。 这样的决策定位基于多重现实考量。 在技术层面，天然气发电具有优秀的调峰能力，能够有效弥补风电、光伏等 ...

张剑辉介绍了企业发展情况，表示将加快在青产业布局，带动储能全产业链发展，为现代化新青海建设 作出贡献。 王卫东、张锦刚参加。 本报讯（记者 石成砚）1月6日，省委副书记、省长罗东川在西宁会见北京海博思创科技股份有限公司 董事长张剑辉一行。 罗东川代表省委、省政府和省委书记吴晓军对张剑辉一行表示欢迎。他说，当前，青海正沿着习近平总 书记指引的方向笃定前行，统筹源网荷储协调发展，加快建设新型能源体系，更大力度推动国家清洁能 源产业高地建设。海博思创作为国内储能系统集成领域领军企业，发展定位与青海高度契合，技术创新 和产业链优势突出，双方合作空间广阔。希望携手打造"生产—储能—应用"全闭环产业生态，在做好能 源经济这篇大文章中相互赋能，实现互利共赢。 ...

Core Viewpoint - The development of the hydrogen energy industry is a key pathway for the country to achieve its "dual carbon" goals and build a new energy system, with Guangzhou focusing on creating a complete hydrogen energy industry chain [1] Group 1: Hydrogen Production and Storage - Guangzhou Development is actively implementing multiple routes for hydrogen production and storage, including water electrolysis and methanol reforming [2] - The company has established projects such as the Pearl River Power Plant's valley electricity hydrogen production and the Taishan photovoltaic power plant's green electricity hydrogen production, successfully validating the feasibility of these technologies [2] Group 2: Hydrogen Refueling Station Construction - The company is advancing the construction of hydrogen refueling stations, planning to establish two stations in locations such as Nansha Industrial Park and Longxue Island [3] - A pilot refueling station is expected to be completed next year to address the immediate hydrogen refueling needs of fuel cell vehicles [3] Group 3: Promotion of Hydrogen Fuel Cell Vehicles - The company collaborates with fuel cell vehicle manufacturers and logistics companies to promote the use of hydrogen fuel cell vehicles, including a plan to provide 200 vehicles to Guangzhou Zhika Logistics Technology Co., Ltd. [4] - Financing leasing services are offered to support the development of the hydrogen energy industry [4] Group 4: Application Scenario Demonstration - The company is promoting the blending of hydrogen into natural gas pipelines as part of its low-carbon transformation strategy, with feasibility studies and equipment procurement already underway [5] - Efforts are being made to integrate hydrogen into gas-fired power generation, collaborating with equipment manufacturers to advance hydrogen combustion in gas power plants [5] Group 5: Collaboration and Demonstration Projects - The company is deepening strategic cooperation with research institutes and universities to conduct joint research in key areas such as hydrogen production and storage [6] - A focus on establishing a hydrogen energy laboratory and innovation center in Nansha aims to enhance research and testing capabilities across the hydrogen energy industry chain [6]

读懂建设能源强国的发展逻辑、思想力量和制度优势 能源是经济社会发展的重要物质基础和动力源泉。 习近平总书记指出："能源的饭碗必须端在自己手里。""加快建设新型能源体系，注重传统能源与新能源多能互补、深度融合。" "加快建设新型能源体系""建设能源强国"写入"十五五"规划建议；中央经济工作会议提出"制定能源强国建设规划纲要，加快新型能源体系建设， 扩大绿电应用"……一系列顶层设计为我国能源事业发展指明方向、提供遵循。 当前，世界百年未有之大变局加速演进，人类社会同时进入第六次科技革命、第四次工业革命和第三次能源革命"三大革命"叠合发展期，各国把能 源摆在了更加重要的战略位置，全球能源版图越来越深刻影响世界地缘格局。 全球最大能源生产国、能源消费国、能源进口国，全球最大新能源生产国和利用强国……放眼全球，中国已是毋庸置疑的能源大国。 从1949年中国一次能源生产总量仅0.2亿吨标准煤，到2024年达到49.8亿吨标准煤，增长249倍。 从1949年全国发电43亿千瓦时，到2024年超10万亿千瓦时，创造全球单一国家发电量的新纪录。 党的十八大以来，我国万元GDP能耗累计下降27.2%，是全球能耗强度降低最快的国家 ...

（文章来源：人民日报） 人民财讯1月6日电，国家发展改革委党组书记、主任郑栅洁表示，加快经济社会发展全面绿色转型。新 质生产力本身就是绿色生产力，我们将积极稳妥推进和实现碳达峰，实施碳排放总量和强度双控制度， 推动煤炭和石油消费达峰，建立健全绿色低碳标准体系。加快建设新型能源体系，持续提高新能源供给 比重，加强化石能源清洁高效利用。加快形成绿色生产生活方式，推动重点领域绿色低碳转型，促进循 环经济发展，健全绿色消费激励机制，推广绿色低碳生活方式，形成崇尚生态文明的社会氛围。 ...

转自：新华社 图为敦煌国际会展中心同塔四回线路。新华社发 "敦煌市实现全域全年绿电供应后，将为甘肃省新能源综合示范区建设起到示范引领作用，对丝绸之路沿线城市发展可再生能源提供借鉴，并 对西部地区能源结构调整、区域协调发展提供参考。"苟健说。 责任编辑：曹旭 新华社兰州1月5日电（记者 王紫轩）记者日前从甘肃省敦煌市政府、国网敦煌市供电公司获悉，2025年敦煌市电源总装机容量达434万千瓦， 全部为风、光、水等可再生能源。敦煌市首次实现全年全域绿电供应。 国网敦煌市供电公司指挥中心主任苟健介绍，2025年，敦煌市新能源发电40亿千瓦时，本地消纳7.49亿千瓦时，剩余32.51亿千瓦时通过"西电 东送"骨干工程送往湖南。 近年来，甘肃全力推动构建新型电力系统和新型能源体系，加快建设陇电外送通道。截至目前，敦煌市共有1座750千伏、5座330千伏、13座 110千伏变电站，构建起覆盖全域、衔接顺畅的新能源外送及就地消纳电网框架，实现绿电"发得出、送得走、用得好"。 绿电是在生产过程中二氧化碳排放量为零或趋近于零的电力，主要来源为太阳能、风力等可再生能源。甘肃省风、光资源富集，生产绿电具备 先天优势。"十四五"以来， ...

今日，新能源板块全线走强，截至收盘，中证新能源指数上涨2.1%，国证新能源电池指数上涨1.7%，中证光伏产业指数、中证上海环交所碳中和指数均上 涨1.6%，相关ETF受资金关注，储能电池ETF易方达（159566）全天净申购达5600万份。 华泰证券表示，"十五五"定调要加快建设新型能源体系，具体包括大力发展新型储能、加快智能电网建设等措施，看好新能源发展和电气化率提升两大核心 主线不变，储能、风电、电网板块公司有望持续受益。 该指数聚焦储能领域,由 50只业务涉及电池制造、 储能电池逆变器、储能电池 系统集成、电池温控消防等 领域的公司股票组成,有望 受益于未来能源发展机遇。 �日 该指数涨跌 1.7% 碳中和ETF易方达 ( NO. 跟踪中证上海环交所碳中和指数 光伏ETF易方达 跟踪中证光伏产业指数 该指数聚焦的光伏是代表 性较强的未来能源之一, 由50只产业链上、中、下 游具有代表性的公司股票 组成。 �日 该指数涨跌 1.6% 每日经济新闻 ...

Core Viewpoint - In 2025, China's economy demonstrated remarkable resilience and vitality, achieving a GDP growth of 5.2% year-on-year in the first three quarters, surpassing initial forecasts by institutions like the IMF and ranking among the top global economies. The year marked a significant "system upgrade" in growth momentum, characterized by accelerated development of new productive forces and a series of targeted macro policies aimed at enhancing future competitiveness and laying the groundwork for the 15th Five-Year Plan [2][4]. Group 1: Economic Growth and Structure - China's GDP growth of 5.2% in 2025's first three quarters reflects strong economic performance, driven by industrial upgrades and the expansion of emerging industries [2]. - The government implemented targeted macro policies focusing on digital economy and AI, supporting urban renewal and enhancing consumption through equipment upgrades and trade-in programs [2]. - The 15th Five-Year Plan emphasizes high-quality development with quantifiable goals such as maintaining economic growth within a reasonable range and improving residents' consumption rates [2]. Group 2: Domestic Demand and Investment - The 2025 Central Economic Work Conference prioritized "domestic demand as the main driver" for economic work in 2026, aiming for qualitative improvements and reasonable growth through multi-dimensional efforts in consumption, investment, and industry [3]. - Investment structure is set to optimize, focusing on new infrastructure, public services, and industrial upgrades, with significant government support in education, healthcare, and technology sectors [5]. Group 3: Innovation and Technology - The emphasis on "innovation-driven" development is crucial for addressing global economic uncertainties, with a systematic enhancement of China's innovation capabilities expected by 2026 [6][7]. - In 2024, R&D expenditure reached 36,326.8 billion yuan, an increase of 8.9% from the previous year, indicating a shift from following to leading in technological innovation [6]. Group 4: Reform and Market Integration - The construction of a unified national market is a key reform focus for 2026, aiming to eliminate market barriers and ensure fair competition through standardized regulations [8][9]. - Data shows that inter-provincial trade sales accounted for 41.1% of national sales revenue from January to November 2025, reflecting deepening trade connections and progress in market integration [8]. Group 5: Institutional Opening and Foreign Investment - The 2025 Central Economic Work Conference called for steady progress in institutional opening, with a focus on expanding service sector access and optimizing free trade zone layouts [11][12]. - From January to October 2025, 53,782 new foreign-invested enterprises were established, a 14.7% increase year-on-year, supported by various measures to attract foreign investment [11]. Group 6: Green Transformation - The commitment to a "dual carbon" strategy aims to drive comprehensive green transformation, with significant investments projected in climate adaptation and zero-carbon industries over the next decade [13][15]. - By August 2025, China's installed capacity for wind and solar power exceeded 1.69 billion kilowatts, tripling since 2020, highlighting the shift towards renewable energy [15][16]. - The establishment of a green financial support system aims to unify standards and enhance funding for green projects, with a notable increase in market confidence reflected in the green industry prosperity index [17].