你相信吗？十年后电费可能直接归零！这不是科幻小说，而是一个正在发生的真实未来。当中国宣布要在2050年实现可控核聚变商用化时，很多人还没意识 到这意味着什么。 想象一下，当能源变得几乎免费，世界会变成什么样？电费账单消失，加油站关门，连粮食都能人工合成。这不是天方夜谭，而是即将到来的现实。看看中 国过去几十年创造的奇迹：让14亿人摆脱贫困，在疫情中保护了亿万生命。现在，他们又把目光投向了能源革命。 但最让人震撼的不是技术本身，而是它将如何彻底重塑人类社会。当机器和AI接管了所有体力劳动和逻辑运算，人类终于可以从"为了生存而工作"的枷锁中 解放出来。这不是失业危机，而是一次前所未有的解放。 未来的教育将发生翻天覆地的变化。通过互联网，每个人都能获得世界顶级的教育资源。想象一下，当几十亿人都能接受高等教育，会产生怎样的创造力大 爆发？这些人才又会推动科技以我们难以想象的速度进步。 最神奇的是人与AI的关系。未来的AI不会像现在这样是独立的存在，而是会与人类深度融合。通过脑机接口，AI将成为我们思维的延伸。就像现在没人会 觉得自己是在"使用"智能手机一样，未来也没人会刻意区分"我"和"AI"。 记住，未来不是被动等 ...

随着2025年7月的电力月报出炉，美国能源信息署（EIA）的数据为我们揭示了一个不可忽视的事实：中国在能源领域的优势正在不断深化，仿佛一颗蓄势 待发的火箭，随时可能腾空而起。 让我们从数字开始这一话题。2024年底，中国的全年发电总量达到了惊人的10100太瓦时，足足是美国的2.3倍。而根据最新的报告，至2025年7月，中国全 口径发电量为58586.9亿千瓦时，同比增长1.3%。在此期间，美国的发电增长则受到了AI算力中心急剧扩张的影响，然而这种所谓的"增长"更像是暂时的泡 沫。在这场资源的竞争中，真正能反映实力的并不是短期的数据增长，而是持续稳定的供给和发展潜力。 中国的"东数西算"战略正是应运而生。通过将东部沿海的算力需求搬迁至西部清洁能源丰沛的地区，不但降低了运营成本，还实现了资源的高效配置。在此 策略下，西部光伏电的价格甚至低至人民币0.1元每度，而美国工业用电价格高达8.51美分（约0.6元），这样的价格差异直接影响着企业的创新活力和科技 的发展潜力。 古往今来，能源的变革始终是推动社会进步的重要力量。从第一次工业革命的煤炭和蒸汽，到第二次工业革命的石油与电气化，今天我们正站在以可再生能 源为标志 ...

Core Insights - The 2025 Shanxi (Taiyuan) Energy Industry Expo focused on "green low-carbon transformation development" and showcased the latest advancements in the energy sector, emphasizing the transition towards a "green, intelligent, and high-end" energy system [2] Group 1: Event Overview - The expo featured eight major exhibition areas, including international, green electricity, comprehensive energy enterprises, new energy, energy technology innovation, smart energy, and green equipment, with over 30 international and 400 domestic energy companies participating [2] - New exhibition areas for green electricity and energy technology innovation were introduced, highlighting local initiatives for green electricity resource conversion and low-carbon industrial transformation in Shanxi Province [2] Group 2: Highlights of the Expo - Five key highlights were identified: AI empowerment with drones and robots, intelligent collaboration showcasing energy digitalization, multi-energy integration with "wind-solar-hydrogen-storage vehicles," green low-carbon practices across the entire industry chain, and the gathering of industry giants to foster global energy cooperation [3] - Notable presentations included China Coal's "coal-electric-chemical-new" optimization, Meijin Energy's hydrogen equipment and technology, and PetroChina's coalbed methane and CCUS technology [3] - International companies such as Tesla, SEW, and ABB showcased cutting-edge achievements in green and intelligent technologies [3]

Core Viewpoint - Shanxi Province is actively promoting its energy transition and green development, aiming to transform from a traditional energy base to a new energy system, leveraging its strengths in both coal and green electricity [5][6]. Group 1: Energy Transition Initiatives - Shanxi is recognized as a national pilot province for energy revolution, focusing on the dual carbon strategy and establishing green electricity parks to enhance industrial transformation [5][6]. - The province aims to showcase a new image of "New Energy Shanxi" by integrating "green energy+" and new advantages in green electricity, which will significantly improve its energy competitiveness [5][6]. - The construction of zero-carbon parks is highlighted as a key strategy for advancing green transformation and promoting regional coordinated development [8][9]. Group 2: Green Electricity Development - Shanxi is implementing various methods for green electricity supply, including direct connections and integrated energy solutions, to meet the specific needs of enterprises and parks [8][9]. - The province has planned 13 pilot green electricity parks across eight cities, targeting industries such as battery production, computing power, and green liquid fuels, with a total new energy capacity of 5.24 million kilowatts [9]. - The green electricity supply is projected to reach 8.8 billion kilowatt-hours, demonstrating the province's commitment to sustainable energy practices [9]. Group 3: Future Prospects and Collaborations - Shanxi is set to leverage its geographical and resource advantages to create new development momentum, aiming for a high-quality development model that integrates energy production and consumption [11][12]. - The province is attracting investments in the storage industry, with companies expressing optimism about the long-term value of storage assets in the context of Shanxi's energy reforms [12]. - The ongoing energy revolution in Shanxi is expected to position the province as a leader in the national energy transition, with significant growth potential in green energy sectors [12].

Investment Rating - The report maintains a positive investment outlook across various sectors, particularly in hydrogen energy, wind power, and lithium batteries, indicating strong growth potential and investment opportunities [1][2][3][4][5][6][9][23]. Core Insights - The energy revolution is shifting focus towards decarbonization in non-electric sectors, with green hydrogen and methanol as key pathways, presenting multiple investment opportunities in production and equipment [1][5][6][7]. - The wind power sector is experiencing significant developments, with major projects in Italy and Thailand, indicating robust overseas expansion for leading companies [9][10][11][12]. - The lithium battery market is witnessing strong demand driven by the energy storage sector and the upcoming peak consumption season for electric vehicles, leading to price increases [23][24]. Summary by Sections Hydrogen and Fuel Cells - The market is recognizing the potential of green hydrogen and methanol, with significant growth expected in various applications such as transportation and chemicals [1][5][6][7]. - The demand for green methanol in shipping is projected to rise, with regulatory frameworks supporting its adoption [7]. Wind Power - Major investments in floating wind projects in Italy are set to commence, with expectations for significant contributions to the European offshore wind market [9][10]. - Companies like Mingyang and Goldwind are expanding their overseas operations, enhancing their competitive edge [11][12]. Lithium Batteries - The lithium battery sector is entering a strong demand phase, with significant procurement activity from end-users in both energy storage and electric vehicles [23][24]. - The market for lithium hexafluorophosphate (6F) is experiencing price increases due to tight supply conditions [23][24]. Electric Grid and Industrial Control - The export of major electrical equipment is on the rise, with significant growth in transformers and high-voltage switches, indicating a long-term positive outlook for overseas demand [26][27]. - Companies in the industrial control sector are launching new products aimed at enhancing efficiency and performance in robotics [28][29]. New Energy Vehicles - The domestic market for new energy vehicles is showing strong sales growth, with significant increases in both retail and wholesale volumes [30].

第三、拓展合作边界，开拓增长新空间。要加强 "产学研用金"深度融合，打通创新链与产业链。积极探索新能源 + 创 新 融 合 发 展 模 式，如新能源与物联网、人工智能、大数据等新兴技术的跨界融合，创新生态体系，创造新的应用场景和商业模式。同时，坚定不移深 化国际交流与合作，加强在标准共通、技术互助、市场联动等方面的互联互通，在全球化竞争中携手开拓新机遇、共同做大价值增量， 构建全球绿色能源发展共同体。 众力并则万钧举，人心齐则泰山移。尽管前路充满挑战，但新能源的未来无限广阔。 9 月 24 日，我国宣布新一轮国家自主贡献：到 2035 年，中国全经济范围温室气体净排放量比峰值下降 7% 至 10%，力争做得更好 。非化石能源消费占能源消费总量的比重达到 30% 以上，风电和太阳能发电总装机容量达到 2020 年的 6 倍以上、力争达到 36 亿千瓦。截至今年 7 月底，我国新能源装机已达 16.8 亿千瓦。据预测，到今年底，新能源装机将接近 18 亿千瓦，在未来 10 年，还要新增 18 亿千瓦，年均近 2 亿千瓦，这给新能 源的发展注入了强大动力。 经过多年高速发展，我国新能源产业在装机规模、技术水平、制造 ...

以下为发言内容整理 十年前，各国领导人齐聚巴黎推动达成了具有历史性意义的《巴黎协定》，确定了实现全球碳达峰迈向全球碳中和的目标，十年来，绿 色低碳转型已由"全球共识"走向"全球行动"，世界各国逐渐从高污染、高耗能、高排放的传统发展方式转向绿色低碳的生产、生活方 式。截至目前， 150 多个国家提出了"碳中和"目标。世界各国都开启了能源转型进程，一些发展中国家也已逐步从碳达峰走向碳中和 阶段。随着全球对清洁能源的投资不断加大，太阳能和风能成本大幅下降，其竞争优势已超越化石燃料。据国际可再生能源署测算，当 前全球太阳能发电成本比化石燃料低 41% ，风电成本则低 53% 。我们应充分认识到，全球绿色转型的发展大势不可逆转，以低碳 经济为特点的新一轮产业革命已经开启，并加速推动着工业制造、能源消费和全球产业链等体系的绿色转型。 我国顺应全球能源发展大势，坚定不移贯彻落实能源安全新战略，有效推动能源发展逐步从资源依赖型向创新驱动型转变。近十年来， 我国以年均 3.3% 的能源消费增速，支撑了超过 6% 的经济增长，是全球能耗强度降低最快的国家之一。在此过程中，大批有实力的 新能源企业崭露头角，为国家乃至全球的能源转型 ...

位于太原市北部的太原钢铁集团，曾经是"排污大户"。如今走进太钢厂区，不见滚滚烟尘，不闻机器轰 鸣，取而代之的是屋顶的光伏板与穿梭的电动重卡，这座"都市钢厂"已经涅槃重生。 太钢的转型，折射出一个传统能源大省的涅槃之路。山西，这片曾为共和国贡献"温暖和光明"的土地， 如何在新发展理念下焕发新生？答案，不仅写在太钢的清澈厂区里，更映照在三晋大地日益增多的湛蓝 天空中。 面对资源型地区转型的时代课题，山西以壮士断腕的决心坚持生态优先、绿色发展，在扛牢能源保供责 任的同时，坚定推进能源革命，成效显著。这抹奋斗出来的"山西蓝"，早已超越气象意义上的晴好，成 为这片土地迈向高质量发展的生动宣言。 一场发展理念的深刻革命 首先看一组数据：2024年，山西省环境空气质量综合指数为4.30，同比下降4.4%，实现七年连续下降； 优良天数比例为74.2%，同比提升2.9个百分点。PM2.5平均浓度达到36微克/立方米，与2023年相比下降 了2.7%，已经连续四年每年下降1微克。PM10平均浓度达到69微克/立方米，与2023年相比下降了 6.8%，首次达到国家二级标准。SO平均浓度达到10微克/立方米，与2023年相比下降了1 ...

Core Insights - The article emphasizes China's significant advancements in the global energy landscape, highlighting its dominance in electricity generation and capacity compared to the United States [1][2][4][19] - It discusses the strategic importance of energy in supporting technological advancements, particularly in AI, and how China's energy policies are designed to ensure a stable and cost-effective supply [12][15][21] Energy Generation and Capacity - In 2024, China's total electricity generation reached an impressive 10,100 TWh, which is 2.3 times that of the United States, indicating a substantial lead in energy production [2] - As of July 2025, China's total installed capacity reached 3.67 billion kW, reflecting an 18.2% year-on-year increase, equivalent to creating a power grid half the size of the United States [4][6] Comparison with the United States - The U.S. experienced a 3.1% increase in electricity generation in the first half of the year, but this growth is attributed to increased demand rather than proactive upgrades to the power grid [5][6] - The installed capacity in the U.S. is significantly lower, with a ratio of 2.93:1 compared to China, and the new capacity added in the U.S. is only 1/12th of China's [6][4] Renewable Energy Integration - China's growth in energy capacity is characterized as "muscle growth," driven by substantial investments in renewable energy sources like wind and solar, which are being integrated into the power system [6][17] - The article notes that the U.S. faces challenges with its aging and fragmented power grid, which limits its energy supply capabilities [7][19] Strategic Energy Policies - China's "East Data West Computing" strategy aims to redirect computing power demands from the eastern coastal regions to the resource-rich western areas, optimizing energy costs and availability [12][15] - The cost of electricity in China's western regions is significantly lower than in the U.S., allowing for substantial savings in operational costs for AI data centers [12][15] Long-term Energy Strategy - The article argues that China's energy strategy is not just a short-term solution but a long-term plan for sustainable development and digital infrastructure [15][21] - It highlights the importance of energy as a foundational element for innovation, military deployment, and research, positioning China favorably in global competition [19][21] Global Energy Landscape - The article concludes that China is at the forefront of a new energy revolution, with a dominant position in the renewable energy market, holding over 80% of the global market share in solar components and leading in wind energy installations [17][19] - The contrasting energy policies between China and the U.S. are expected to impact national competitiveness, with China focusing on energy freedom and stability [19][21]

▲位于库布其沙漠的达拉特旗光伏基地。图/新华社 中国全社会月度用电量连续两个月破万亿大关。 9月23日，国家能源局发布数据显示，继今年7月之后，8月中国全社会月度用电量再度突破万亿大关， 达到10154亿千瓦时，同比增长5.0%。 从分产业用电看，1至8月，第一产业用电量1012亿千瓦时，同比增长10.6%；第二产业用电量43386亿 千瓦时，同比增长3.1%；第三产业用电量13297亿千瓦时，同比增长7.7%；城乡居民生活用电量11094 亿千瓦时，同比增长6.6%。 用电量作为一项相对客观、高频的即时数据，是观察经济运行状态的一个重要窗口。连续两个月度用电 量站上万亿千瓦时台阶，这一数据变化本身，也为评估当前经济的真实温度、结构变化与未来走向提供 了有价值的参考。而更为重要的，这组数据背后不仅是量的增长，更凸显了经济发展的内部活力与变 迁。 分析用电结构，可以更清晰地看到经济的韧性所在。电力是工业生产的基础要素，第二产业用电量在总 盘子中占比最高，其3.1%的稳定增长，意味着工业基本盘依然稳固。在复杂的外部环境下，工业生产 的持续运行，为整体经济的平稳提供了基础支撑。这表明，从制造业到建筑业，实体经济部门 ...