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专家解读丨2035年国家自主贡献目标:我国能源转型持续发力 彰显应对气候变化责任担当
国家能源局· 2025-09-25 04:43
一、我国能源绿色低碳转型成效显著 我国能源消费总量大,近年来呈现持续增长态势, 2 024 年能源消费总量 5 9.6 亿吨标准煤, 居世界第一位。围绕规模 体量巨大的能源系统,在确保供给安全可靠的同时,推进绿色低碳转型,是一项史无前例的挑战。在党中央、国务院的坚 强领导下,能源行业坚持统筹发展和安全,积极稳妥推进碳达峰碳中和,能源绿色低碳转型取得举世瞩目的成就。 能源利用效率和清洁化水平持续提升。 2024 年,我国单位国内生产总值能耗比"十三五"末下降 11.6% ,是全球能耗强 度下降最快的国家之一。非化石能源消费比重达到 19.8% ,自 2 015 年正式提交国家自主贡献目标以来,累计提高 7 .8 个百分点,快于同期全球和美欧等发达经济体 , 预计 2025 年将超额完成 20% 目标 。终端用能结构持续优化, 目前 全 社会终端用能电气化率 达到 30% 左右 , 2 015 年以来提升 近 8 个百分点,并且每 3 度电中就有 1 度多是绿电。 非化石能源供给能力持续增强。 我国水电、风电、太阳能发电、生物质发电装机容量连续多年稳居世界第一,已经构建起 全球最大、发展最快的可再生能源体系。截至 ...
我国电气化率已超28% 高于欧美主要发达经济体
Yang Shi Xin Wen· 2025-09-25 00:41
昨天,中国电力企业联合会发布中国电气化年度发展报告。报告显示,目前,我国电气化率已超过 28%,高于欧美主要发达经济体。 所谓电气化率,是指电能占终端能源消费的比重。较高的电气化率,既反映出我国电力供给能力不断增 强,也体现出我国能源绿色低碳转型步伐加快。 (文章来源:央视新闻) 报告显示,工业领域电气化率稳中有升,高技术及装备制造业合计电气化率达到64.7%。此外,消费品 制造业、批发和零售业及住宿和餐饮业、农业与乡村居民生活电气化率都呈现上升态势。 到2030年,全国电气化率预计将达到35%左右,超出经济合作与发展组织国家平均水平8到10个百分 点。 最新数据显示,2024年,我国电气化率约为28.8%,比上年提高0.9个百分点,中国电气化率已经高于欧 美主要发达经济体。东部、中部、西部、东北地区电气化率分别达到约31.6%、27.5%、29.3%、 16.8%。其中,14个省(区、市)的电气化率超过全国平均水平。 ...
【榆林】煤化工产业与科技深度融合加速推进
Shan Xi Ri Bao· 2025-09-24 22:58
Core Insights - Yulin is a significant energy base in China and one of the four modern coal chemical industry demonstration zones, focusing on clean and efficient coal utilization [1][4] - The 1 million tons/year high-end chemical new materials project is a key initiative under Yulin's "14th Five-Year Plan," aimed at enhancing the coal chemical industry chain [1][2] - The project includes various production facilities, such as a 400,000 tons/year DMTA unit and a 200,000 tons/year ethylene oxide unit, which will produce refined chemical products for downstream markets [1][2] Industry Development - Yulin is developing six industrial chains, including coal-based high-end chemicals and coal-to-oil, to promote industrial clustering in designated industrial zones [2][4] - The transformation of coal into various products, including construction materials and biodegradable medical supplies, signifies a shift towards sustainable practices in the coal industry [2][4] - The establishment of the Yulin Zhongke Clean Energy Innovation Research Institute aims to integrate technology and industry, focusing on hydrogen energy storage and downstream coal chemical research [3][4] Environmental Initiatives - Yulin is actively pursuing carbon reduction strategies, including the largest carbon capture and utilization project in Shaanxi, which aims to reduce CO2 emissions by 1.01 million tons annually [4] - The project converts CO2 into useful products for oil recovery, underground storage, and agricultural fertilizers, aligning with global green energy trends [4] - The introduction of innovative technologies in coalbed methane extraction and low-carbon fracturing techniques reflects the industry's commitment to reducing carbon emissions [5]
中国能建连续22年参加中国—东盟博览会
Xin Hua Wang· 2025-09-19 01:29
Group 1 - The 22nd China-ASEAN Expo and China-ASEAN Business and Investment Summit was held in Nanning, Guangxi, with China Energy Construction participating for the 22nd consecutive year [1] - China Energy Construction's exhibition theme was "Green Energy Chain World, Intelligent Creation of the Future," showcasing advanced technologies in large hydropower, clean coal power, compressed air energy storage, and green hydrogen ammonia [1] - The company is implementing the "Four Revolutions, One Cooperation" energy security strategy, focusing on a "30·60" system solution and promoting green low-carbon energy transformation [1] Group 2 - In the energy storage sector, China Energy Construction is a key player in new energy storage engineering and has been recognized as an original technology source by the State-owned Assets Supervision and Administration Commission [1] - The company has completed the world's first 300 MW compressed air energy storage demonstration project, achieving full capacity grid connection and setting multiple world records in power output and efficiency [1] - In the hydrogen energy sector, China Energy Construction has built an integrated industrial ecosystem covering green hydrogen, ammonia, and alcohol, and is involved in the largest green hydrogen ammonia project globally in Jilin [2] Group 3 - China Energy Construction has participated in major national projects such as the Three Gorges Project and the South-to-North Water Diversion Project, completing over 90% of China's power planning consulting and industry standards [3] - The company has achieved significant contributions in various energy sectors, including hydropower, thermal power, and nuclear power, holding multiple world-leading technologies and receiving six national science and technology progress awards [3] - It has established 77 institutions in ASEAN countries, with ongoing project contracts amounting to approximately 90 billion yuan, demonstrating its commitment to international cooperation and sustainable development [2]
远达环保272亿重组过会推进转型 “蛇吞象”式并购完成总资产或增6倍
Chang Jiang Shang Bao· 2025-09-18 23:45
Core Viewpoint - The asset restructuring of Yuanda Environmental Protection, led by State Power Investment Corporation, has successfully passed the Shanghai Stock Exchange review, aiming to enhance its business scale and profitability through the acquisition of hydropower and wind power assets [1][2][6]. Group 1: Restructuring Details - Yuanda Environmental Protection plans to acquire 100% equity of Wuling Power and 64.93% equity of Changzhou Hydropower for a total consideration of 271.8 billion yuan, funded through share issuance and cash payments [1][2][4]. - The restructuring has been in progress for nearly a year, with the initial proposal released in October 2024 and the formal application accepted by the Shanghai Stock Exchange in June 2025 [2][3]. - The restructuring will allow Yuanda Environmental Protection to integrate hydropower and wind power operations, enhancing its core competitiveness in the context of China's green energy transition [2][3]. Group 2: Financial Impact - Post-restructuring, Yuanda Environmental Protection's total assets and equity attributable to shareholders are projected to reach 682.55 billion yuan and 159.23 billion yuan, representing increases of 618.23% and 209.02% respectively compared to pre-restructuring figures [1][6]. - The acquisition price represents 527.48% of Yuanda Environmental Protection's net assets as of the end of 2024, with the total assets of the acquired companies accounting for 618.23% of Yuanda's assets [5][6]. - The projected increase in operating revenue and net profit post-restructuring is expected to be 146.61% and 2361.37% respectively, significantly enhancing the company's financial performance [6][5]. Group 3: Shareholding Changes - Following the restructuring, State Power Investment Corporation's shareholding in Yuanda Environmental Protection will decrease from 43.74% to 7.8%, while China Power will become the controlling shareholder with a 46.04% stake [3][4]. - Despite the change in shareholding structure, the ultimate controlling entity remains State Power Investment Corporation, ensuring continuity in strategic direction [3][4].
国网天津电力AI赋能配网运行智能化转型
Zhong Guo Dian Li Bao· 2025-09-18 02:46
"10千伏某配电线路开关分闸。"9月11日,国网天津蓟州供电公司新型电力系统中心源网荷储协同管控 平台发出语音告警提示。"以前,我们平均每天要查看5000余条配网告警信息。现在有了AI研判和语音 提示,任何重要信息都不会漏掉,我们可以更精准地分析电网运行态势。"蓟州供电调度员王成帅介 绍。 近年来,天津市能源绿色低碳转型持续推进,新能源占比不断提升。随着分布式光伏、电动汽车等新型 负荷大量接入,电网从单向辐射网络转型为多源随机交互的新型电力系统,配电网的运行方式也越来越 复杂。为有效开展新形势下的电网数据智能分析,积极推进配电网智能化转型,国网天津市电力公司加 快建设"电力+算力"深度融合的新型智能运维模式。 提效率 发现即处理 智能化 解放劳动力 为了增强配电网对分布式光伏的承载能力,天津电力首次采用"大模型+工作流"技术,自主研发了"告警 智能研判""线路态势感知"等AI应用,替代人工对负载率、电压平衡等关键指标进行实时监测和风险预 警,实现精准定位潜在问题区域,为制定运维策略提供有力支持。 "随着大模型技术的持续突破,我们在能源管理、智能电网、智能调度等方面进行了更多尝试,向着打 造更稳定、更安全、更智 ...
输配电价形成机制迎重要变革
Zhong Guo Dian Li Bao· 2025-09-17 06:20
近日,国家发展改革委印发《输配电定价成本监审办法》《省级电网输配电价定价办法》《区域电网输 电价格定价办法》和《跨省跨区专项工程输电价格定价办法》四项输配电定价办法修订的征求意见稿 (以下统称《办法》)。此次修订标志着我国输配电价改革即将迈入新阶段,旨在进一步健全输配电价 科学形成机制,为加快建设全国统一电力市场体系、深入推进能源绿色低碳转型提供重要制度保障与新 动能。 厘清成本边界,彰显电网生态价值。《办法》清晰界定了输配电定价成本的边界,延续了"抽水蓄能电 站、新型储能电站的成本费用"不得计入输配电定价成本的规定,使输配电价聚焦于电网输电和配电的 核心职能。与此同时,扩大了税金涵盖品种,首次将环境保护税、水资源税等税金纳入定价成本,彰显 出电网的生态环保价值,有利于合理优化成本构成。 延续激励机制,促进电网提质增效。《办法》延续了"实际利用小时数超出核价利用小时数产生的收 益,30%由电网企业分享"的规定,此部分收益可用于配套调峰能力建设、输电通道优化扩容等关键领 域,形成良好的激励相容、良性循环的长效机制,能有效激励电网企业不断提升通道利用效率、增强清 洁电力输送能力,为更高比例新能源接入提供系统支撑。 ...
破壁垒、促消纳:输配电价新规为统一电力市场与低碳能源转型注入新动能
Zhong Guo Dian Li Bao· 2025-09-15 09:24
Group 1 - The core viewpoint of the article is that the recent revisions to the pricing methods for electricity transmission and distribution mark a new phase in China's electricity pricing reform, aimed at establishing a scientific pricing mechanism and supporting the transition to a unified national electricity market and a low-carbon energy system [1] Group 2 - The revised methods introduce an innovative capacity mechanism to ensure returns on grid investments, allowing for a two-part or single capacity pricing model for cross-regional projects focused on clean energy transmission, which enhances infrastructure cost recovery and promotes efficient use of transmission channels [1][2] - The methods clarify cost boundaries by excluding certain costs from pricing, such as those from pumped storage and new energy storage stations, while including environmental taxes, thereby highlighting the ecological value of the grid [2] - The continuation of incentive mechanisms allows grid companies to share 30% of the revenue from actual utilization hours exceeding the approved hours, which can be reinvested into key areas like peak-shaving capacity and transmission optimization [2] Group 3 - The methods establish a unified pricing system that supports the development of a national electricity market by ensuring transparency and reasonable pricing, clearly defining the functions and pricing of different grid levels [3] - By enhancing the flexibility of pricing for cross-regional transmission projects, the methods aim to break down inter-provincial barriers and optimize resource allocation, facilitating the consumption of clean energy across larger areas [3][4] - The methods emphasize the importance of fair cost-sharing between in-province and out-of-province users to prevent additional charges that could hinder electricity imports, thus promoting efficient energy flow from resource-rich areas to load centers [4] Group 4 - The innovative pricing mechanisms proposed are expected to lower the costs of cross-regional transmission of clean energy, enhancing its competitiveness in the unified electricity market and supporting the transition of the energy structure [5] - The methods encourage the development of distributed energy systems by exploring single capacity pricing for local consumption scenarios, which aligns with new business models in the energy sector [5] - The continuation and enhancement of the revenue-sharing mechanism, where 70% of excess revenue from cross-regional projects is allocated to support clean energy transmission, incentivizes renewable energy companies to improve efficiency and address issues of energy wastage [6]
研判2025!全球及中国风电安装船行业发展历程、发展背景、订单情况及未来趋势分析:船东投资意愿持续走低,大型化趋势明显[图]
Chan Ye Xin Xi Wang· 2025-09-15 01:13
Core Viewpoint - The development of offshore wind power is a consensus among major maritime countries to promote green and low-carbon energy transition, with offshore wind installation vessels (WTIV) being crucial for the construction of offshore wind farms [1][5]. Offshore Wind Installation Vessel Industry Overview - Offshore wind installation vessels are essential for transporting and installing wind turbine components at designated sites, representing a new type of marine engineering vessel [1][2]. - The global offshore wind power installed capacity reached 83.2 GW by the end of 2024, capable of powering 73 million households [1][5]. - In 2024, the global offshore wind power added capacity was 8.0 GW, a 26% decrease year-on-year, primarily due to unmet installation expectations in countries like China, the UK, and the US [1][5]. Market Status of Offshore Wind Installation Vessels Development History - The offshore wind installation vessel industry has evolved through several stages: 1. Emergence (1990-2010): Utilization of cargo ships for offshore wind power. 2. Specialization (2011-2018): Development of self-elevating platforms. 3. Intelligentization (2019-2024): Chinese shipyards achieving significant advancements [6][7]. Order Situation - From 2019 to 2024, a total of 66 offshore wind installation vessels were delivered globally, with 11 vessels delivered in 2024 [8]. - In 2024, only one new vessel order was signed, a significant 80% decline year-on-year, indicating reduced investment willingness among shipowners [8][9]. - China is the leading builder of offshore wind installation vessels, with a substantial share of global hand-held orders: 30 out of 34 new orders in 2023 and 33 out of 37 in 2024 [9][10]. Development Trends of Offshore Wind Installation Vessels - The future of offshore wind installation vessels is expected to focus on larger, more specialized, and environmentally friendly designs [1][10]. - The trend towards larger wind turbines is driving the demand for larger installation vessels, with 2024 deliveries featuring lifting capacities above 1200 tons [8][10]. - The adoption of alternative fuels and energy-saving technologies in offshore wind installation vessels is anticipated to increase, aligning with the green transition goals of project developers [10][11].
今年前八个月福建“新三样”出口同比增近二成
Zhong Guo Xin Wen Wang· 2025-09-14 05:31
Core Insights - Fujian's "New Three Products" including lithium-ion batteries, electric vehicles, and photovoltaic products have become a significant symbol of high-quality foreign trade growth in the region [1][3] Export Performance - From January to August, Fujian exported "New Three Products" worth 943.1 billion RMB, marking a year-on-year increase of 19.9%, achieving the highest export scale for the same period in history [3] - In August alone, exports reached 118.4 billion RMB, maintaining a monthly export scale exceeding 100 billion RMB for six consecutive months [3] Product Breakdown - Lithium-ion batteries emerged as the dominant export product, with a total export value of 872.3 billion RMB from January to August, reflecting a year-on-year growth of 19% and accounting for over 90% of the total export value of "New Three Products" [3] - Electric vehicles, primarily passenger electric vehicles, saw significant growth with exports totaling 55.8 billion RMB, a substantial increase of 53.6% year-on-year [3] - Photovoltaic products contributed an export value of 15 billion RMB during the same period [3] Market Distribution - The European Union is the primary market for Fujian's "New Three Products," with exports amounting to 507.2 billion RMB from January to August, representing a year-on-year growth of 33.1% and accounting for over 50% of the total export value [3] - The United States ranks as the second-largest market, with exports totaling 253.1 billion RMB, reflecting a year-on-year increase of 7% [3] Role of Private Enterprises - Private enterprises in Fujian have played a leading role in the export of "New Three Products," with exports reaching 884.5 billion RMB from January to August, a year-on-year increase of 21.1%, and accounting for over 90% of the total export value [4]