（来源：衢州日报） 新华社北京12月25日电 （记者 王悦阳） 记者12月25日从国家能源局获悉，2025年1至11月，全国累计 完成电力市场交易电量60300亿千瓦时，同比增长7.6%。 其中，2025年11月，全国完成电力市场交易电量5484亿千瓦时，同比增长7%。从交易范围看，省内交 易电量4243亿千瓦时，同比增长5.7%；跨省跨区交易电量1241亿千瓦时，同比增长11.8%。从交易品种 看，中长期交易电量5206亿千瓦时；现货交易电量278亿千瓦时。绿电交易电量336亿千瓦时，同比增长 42.8%。 此外，2025年1至11月，全国累计完成电力市场交易电量占全社会用电量比重63.7%，同比提高1.3个百 分点。从交易范围看，省内交易电量45830亿千瓦时，同比增长6.3%；跨省跨区交易电量14470亿千瓦 时，同比增长12.1%。从交易品种看，中长期交易电量57687亿千瓦时；现货交易电量2613亿千瓦时。 绿电交易电量2967亿千瓦时，同比增长41.3%。 转自：衢州日报 ...

Group 1: Education and Research - The State Council Degree Committee has officially issued the "Measures for the Review of Doctoral and Master's Degree Granting Qualifications," emphasizing strategic needs, reform, and quality standards in degree granting [1] - The measures aim to enhance the adaptability of talent supply and demand by establishing a review mechanism that aligns with national strategic needs [1] - Local governments and universities will have expanded autonomy in setting academic disciplines, allowing for dynamic adjustments to better meet societal demands [1] Group 2: Climate Resources and Economy - The China Meteorological Administration has released the first Climate Resource Economic Blue Book, analyzing the economic transformation of climate resources [2] - The report highlights the impact of climate change on agriculture, noting an expansion of corn planting areas in Northeast China by approximately 6.1 million acres due to warming [2] - In the energy sector, improvements in forecasting for wind and solar energy can reduce disaster losses and optimize grid management [2] Group 3: Labor Law and Supervision - The Supreme People's Court and the Supreme People's Procuratorate, along with the All-China Federation of Trade Unions, have published ten typical cases to strengthen labor law supervision [3] - The "One Letter and Two Documents" system aims to remind employers to comply with labor laws and rectify illegal employment practices [3] Group 4: Energy Market - In the first eleven months of 2025, the national electricity market trading volume reached 6.03 trillion kilowatt-hours, a year-on-year increase of 7.6% [4] - The trading volume for green electricity increased by 42.8%, indicating a growing trend towards renewable energy sources [4] - The proportion of electricity market transactions to total electricity consumption rose to 63.7%, up 1.3 percentage points year-on-year [4] Group 5: Medical Device Regulations - The National Medical Products Administration has announced new regulations for the management of export sales certificates for medical devices, effective May 1, 2026 [5] - The regulations specify the requirements for obtaining export sales certificates for both registered and unregistered medical devices in China [5] Group 6: Financial Crime Prevention - The Ministry of Public Security reported that nearly 30 billion yuan has been involved in financial crime related to "black and gray industries" following a crackdown from June to November [6] - Over 1,500 cases have been investigated, and more than 200 organized crime groups have been dismantled, contributing to a cleaner financial market [6] Group 7: Postal Industry Developments - The State Post Bureau reported that over 800 million recyclable cardboard boxes were recovered in the postal industry in 2025, reflecting a commitment to green development [7] - The industry aims to enhance the sustainability of packaging and reduce waste through various initiatives during the "14th Five-Year Plan" period [7] Group 8: Digital Economy Growth - The core industries of the digital economy in China saw a sales revenue increase of 10% year-on-year in the first eleven months of 2025, outpacing overall enterprise growth [8] - Key sectors such as smart device manufacturing and digital technology applications experienced significant revenue growth, indicating a robust digital transformation [8] Group 9: Energy Project Participation - The National Development and Reform Commission encourages enterprises to participate in energy project construction, aiming to enhance infrastructure and support economic development [9] - The focus is on optimizing energy resource imports and ensuring stable coal supply while promoting international cooperation in energy projects [9]

北京商报讯（记者 和岳）12月25日，国家能源局发布数据显示，11月，全国完成电力市场交易电量 5484亿千瓦时，同比增长7.0%。从交易范围看，省内交易电量4243亿千瓦时，同比增长5.7%；跨省跨 区交易电量1241亿千瓦时，同比增长11.8%。从交易品种看，中长期交易电量5206亿千瓦时；现货交易 电量278亿千瓦时。绿电交易电量336亿千瓦时，同比增长42.8%。 1-11月，全国累计完成电力市场交易电量60300亿千瓦时，同比增长7.6%，占全社会用电量比重63.7%， 同比提高1.3个百分点。从交易范围看，省内交易电量45830亿千瓦时，同比增长6.3%；跨省跨区交易电 量14470亿千瓦时，同比增长12.1%。从交易品种看，中长期交易电量57687亿千瓦时；现货交易电量 2613亿千瓦时。绿电交易电量2967亿千瓦时，同比增长41.3%。 ...

2025年1-11月，全国累计完成电力市场交易电量60300亿千瓦时，同比增长7.6%，占全社会用电量比重 63.7%，同比提高1.3个百分点。从交易范围看，省内交易电量45830亿千瓦时，同比增长6.3%；跨省跨 区交易电量14470亿千瓦时，同比增长12.1%。从交易品种看，中长期交易电量57687亿千瓦时；现货交 易电量2613亿千瓦时。绿电交易电量2967亿千瓦时，同比增长41.3%。 本文编选自"国家能源局"微信公众号，智通财经编辑：刘家殷。 智通财经APP获悉，12月25日，据国家能源局披露，2025年11月，全国完成电力市场交易电量5484亿千 瓦时，同比增长7.0%。从交易范围看，省内交易电量4243亿千瓦时，同比增长5.7%；跨省跨区交易电 量1241亿千瓦时，同比增长11.8%。从交易品种看，中长期交易电量5206亿千瓦时；现货交易电量278 亿千瓦时。绿电交易电量336亿千瓦时，同比增长42.8%。 ...

扩大绿电应用，是中央经济工作会议提出的一个明确要求。在能源结构加速调整、绿色贸易规则日益完 善的背景下，推动绿电从"能发出"走向"用得好"，既是实现"双碳"目标的关键抓手，也是提升产业绿色 竞争力的重要路径。 绿电是由风能、太阳能、水能、生物质能等可再生能源生产的电力，能够以更低碳的方式提供生产生活 用能。数据显示，截至2025年10月底，全国可再生能源装机达22.2亿千瓦，占全国总装机容量近六成。 同时，我国的绿电消费机制也在加快完善，今年上半年全国绿电交易电量达1540亿千瓦时，同比增长 49.3%，绿电交易市场化、规模化进程正在加快。不少地区采取积极举措，统筹协调发展绿电交易。例 如，从内蒙古到上海实现绿电交易全流程闭环；今年上半年，广东绿电交易量同比增长超过60%；等 等。 有鉴于此，接下来应从问题与短板出发，坚持系统观念，针对性地提出解决措施，将扩大绿电应用与建 设新型电力系统、完善全国统一电力市场、推进产业绿色升级等协同推进。 按照源网荷储一体化发展思路，统筹推进新能源大规模开发与电网主网架、跨省输送通道及调峰资源的 协同规划。加快构建以抽水蓄能为"压舱石"、新型储能为补充的多元化调节体系，重点攻 ...

超10万亿千瓦时！ 国家能源局最新发布的数据显示，今年全社会用电量预计创下新纪录。 10万亿千瓦时，这在全球尚属 首次，是我国2015年用电量的约两倍，高于欧盟、俄罗斯、印度、日本全年用电量的总和。 超大规模用电量背后，是不断攀升的"含绿量"。"十四五"以来，我国建成了全球最大的可再生能源体系，每使用3度电， 就有1度是绿电。 电力消费逐绿前行,我们是怎样做到的？ 电源更足，绿电"发得出"。 西北荒漠，国能宁夏腾格里"沙戈荒"新能源基地首批300万千瓦光伏投产，640余万块光伏板铺展出一片"蓝色海洋"。 东部海域，我国离岸最远海上风电项目全容量并网，预计年均发电量超28亿千瓦时，可满足140万户家庭日常用电需求。 12月15日，浙江宁波象山县金七门核电项目建设现场，机械轰鸣，施工人员有序作业。章勇涛摄 "十四五"时期，我国可再生能源发电装机占比由40%提升至60%左右，风电光伏年新增装机先后突破1亿、2亿、3亿千瓦 关口，发展速度和力度前所未有。有媒体报道，如果将五年间全国新增的光伏板铺开，总面积可覆盖53万座足球场；将新 增的风机叶片依次连接，长度相当于从我国最东端到最西端走一个来回。 不只风电光伏，"十四 ...

本报南宁电(记者庞革平)记者从广西电力交易中心获悉，今年截至12月3日，广西壮族自治区绿电交易 电量达162.44亿千瓦时，同比增长81.5%，比去年全年绿电交易电量91.64亿千瓦时增长70.8亿千瓦时。 "十四五"时期，在"双碳"目标的牵引下，新能源成为广西第一大电源和发电量增量主体。数据显示，截 至今年10月底，广西新能源发电装机容量达到5634.7万千瓦，占广西全区电力总装机的49.5%。其中， 光伏、风电装机分别达2365万千瓦、2985万千瓦，分别比2020年增长2.6倍、13.6倍。 面对新能源快速发展，广西积极打造适应新型电力系统的新能源消纳市场体系，成为全国首个燃煤、核 电、集中式风电光伏和储能多品类全量入市的省份。今年，依托全国统一电力大市场，广西在全国率先 实现跨经营区绿电交易。 与此同时，伴随着绿电成为降低碳排放、构建绿色产业链的重要要素，广西持续优化绿电交易机制，将 政策传导到位，推动绿电市场逐步从"政策驱动"走向"需求驱动"。 据统计，今年以来，广西开展绿电交易66批次，平均交易价格同比下降29.9%。"用户既可以用更低成 本购买绿电，也能获得相应的绿电消费认证，有力释放了绿电消费 ...

（文章来源：新华社） 此次交易由北京电力交易中心统一组织，汇聚了青海省内107家发电企业参与。交易基于对青海省内光 伏出力特性和东北地区负荷曲线的精准测算，充分利用现有跨省输电通道能力，在确保青海本地电力可 靠消纳的基础上，优化时段、集约外送，不仅提升了青海新能源的利用率，也保障了东北地区电力供 应。 此次青海绿电送入东北电网，将为国家电网深入研究小时级绿电交易、推动省间市场协同运行积累宝贵 实践经验。至此，青海电力中长期外送范围扩展至22个省区市。 新华财经西宁12月8日电（记者解统强）记者8日从国家电网青海省电力公司获悉，青海电力交易中心与 北京电力交易中心、吉林电力交易中心"三网"联动，共同达成跨省跨区中长期外送电力交易，青海绿电 首次输送到我国东北地区。此次交易自12月8日起执行至12月31日截止，将累计交易电量1876万千瓦 时。 青海地处西北高原，冬季日落时间相对较晚，每日16时至17时光照资源充沛，光伏发电出力保持高位。 而东北地区日落较早，此时正值用电晚高峰。此次交易正是利用这一天然的时空互补特性，借助全国互 联电网，成功将西北的"阳光资源"精准衔接东北的夜间电力供应，既有效破解青海新能源消纳 ...

Report Summary Investment Rating The report does not provide an industry investment rating. Core Viewpoints - Industrial silicon: Pay attention to the lower support of the futures price, with a trend strength of 0 (neutral) [1][3]. - Polysilicon: The price is expected to be volatile and bullish, with a trend strength of 1 (slightly bullish) [1][3]. Detailed Summaries 1. Fundamental Data - **Futures Market**: - Industrial silicon (Si2601): The closing price was 8,960 yuan/ton, with a trading volume of 248,188 lots and an open interest of 263,919 lots [1]. - Polysilicon (PS2601): The closing price was 54,730 yuan/ton, with a trading volume of 235,600 lots and an open interest of 129,077 lots [1]. - **Basis and Spread**: - Industrial silicon: The spot premium (against East China Si5530) was +540 yuan/ton, and the near - month contract to continuous - first spread was 0 yuan/ton [1]. - Polysilicon: The near - month contract to continuous - first spread was 2,845 yuan/ton [1]. - **Profit**: - Industrial silicon: The profit of Xinjiang new - standard 553 silicon plants was - 2,329.5 yuan/ton, and that of Yunnan new - standard 553 was - 3,576 yuan/ton [1]. - Polysilicon: The enterprise profit was 7.7 yuan/kg [1]. - **Inventory**: - Industrial silicon: The social inventory (including warehouse receipts) was 54.8 million tons, the enterprise inventory was 17.8 million tons, and the total industry inventory was 72.6 million tons [1]. - Polysilicon: The manufacturer inventory was 27.1 million tons [1]. - **Raw Material Cost**: - Industrial silicon: The prices of silicon ore in Xinjiang and Yunnan were 320 yuan/ton and 290 yuan/ton respectively; the prices of washed coal in Xinjiang and Ningxia were 1,475 yuan/ton and 1,200 yuan/ton respectively [1]. - Polysilicon: The price of N - type re - feedstock was 52,250 yuan/ton [1]. 2. Macro and Industry News - In October 2025, the national power market trading volume was 563.8 billion kWh, a year - on - year increase of 15.6%. From January to October 2025, the cumulative trading volume was 5,492 billion kWh, a year - on - year increase of 7.9%, accounting for 63.7% of the total social electricity consumption [2][3]. - The green power trading volume in October 2025 was 28.3 billion kWh, a year - on - year increase of 28.4%. From January to October 2025, the cumulative green power trading volume was 262.7 billion kWh, a year - on - year increase of 39.4% [2][3].

Core Insights - The national electricity market transaction volume in China increased by 7.9% year-on-year from January to October 2025 [1] - In October 2025, the total electricity market transaction volume reached 563.8 billion kilowatt-hours, marking a 15.6% year-on-year growth [1] Transaction Volume Analysis - The provincial transaction volume was 437.7 billion kilowatt-hours, up 15.4% year-on-year, while the inter-provincial and inter-regional transaction volume was 126.1 billion kilowatt-hours, increasing by 16.2% [1] - For transaction types, the medium to long-term transaction volume was 523.1 billion kilowatt-hours, and the spot transaction volume was 40.7 billion kilowatt-hours [1] - Green electricity transaction volume reached 28.3 billion kilowatt-hours, showing a significant increase of 28.4% year-on-year [1] Cumulative Transaction Data - From January to October 2025, the cumulative electricity market transaction volume totaled 5,492 billion kilowatt-hours, accounting for 63.7% of the total electricity consumption, which is an increase of 1.5 percentage points year-on-year [1] - The provincial transaction volume during this period was 416.59 billion kilowatt-hours, reflecting a 6.6% year-on-year growth, while the inter-provincial and inter-regional transaction volume was 132.61 billion kilowatt-hours, up 12.5% [1] - The medium to long-term transaction volume for the same period was 526.81 billion kilowatt-hours, and the spot transaction volume was 223.9 billion kilowatt-hours [1] - Green electricity transaction volume for January to October was 262.7 billion kilowatt-hours, with a year-on-year increase of 39.4% [1]