Core Viewpoint - The meeting organized by the National Energy Administration emphasizes the importance of ensuring natural gas supply for the heating season of 2025-2026, highlighting the need for preparedness and response to external uncertainties and extreme weather conditions [1][3]. Group 1: Meeting Overview - The meeting was attended by key figures from major energy companies, including the National Pipeline Group and major oil companies, who reported on their preparations for the heating season [3]. - The China Meteorological Administration provided weather forecasts for the heating season, while various government departments offered suggestions for work improvements [3]. Group 2: Market Conditions - The international natural gas market has shown a generally loose fundamental condition this year, with stable domestic market operations, sufficient resource supply, and a slowdown in natural gas consumption growth [3]. - Natural gas prices have remained stable with a downward trend, contributing to a favorable supply and price stability situation [3]. Group 3: Action Plans and Recommendations - The meeting emphasized the need for a bottom-line thinking approach, considering external uncertainties and the frequency of extreme weather events, to ensure effective work and emergency plans [3]. - Specific tasks were outlined to strengthen heating and residential gas supply in northern regions, enhance gas-electricity coordination, ensure safe operations, and improve market competitiveness [3]. - The meeting highlighted the role of natural gas as an essential part of the new energy system, advocating for reforms, supply increases, infrastructure strengthening, and consumption promotion to ensure stable development of the natural gas industry during the 14th Five-Year Plan [3].

Core Viewpoint - The training program held in Shanxi aims to enhance the understanding and implementation of green electricity parks, which are crucial for the province's transformation and the development of a new energy system [4][6]. Group 1: Training Program Details - The training was organized by the Shanxi Provincial Energy Bureau, Shanxi Provincial Department of Commerce, and Shanxi Financial Investment Holding Group, focusing on the construction of green electricity parks [4]. - The program included thematic presentations and practical operations covering topics such as policy interpretation, financial empowerment, design schemes, and case studies of successful green electricity projects [6]. Group 2: Financial Support and Collaboration - Financial support is essential for the construction of green electricity parks, with Shanxi Financial Investment Holding Group emphasizing its role in providing comprehensive financial services [6][7]. - The group has established partnerships with international organizations, such as the South German Group, to offer internationally recognized green electricity certification services for renewable energy projects [7]. - Initiatives include providing carbon asset trading services and developing a carbon credit evaluation system to support enterprises in carbon reduction and management [7].

Core Insights - The meeting between China Energy Construction Corporation (China Energy) and Huairou Laboratory focused on deepening collaboration in scientific research, technology transfer, and talent cultivation to promote high-quality development in the energy and electricity sector [1][3]. Group 1: Company Overview - China Energy is committed to implementing the "Four Revolutions and One Cooperation" energy security strategy, focusing on core responsibilities in energy, electricity, and water conservancy, while promoting technological and industrial innovation [3]. - The company aims to leverage its strengths in collaboration with Huairou Laboratory in cutting-edge fields such as new-generation coal power, renewable energy, new energy storage, green hydrogen, and advanced power electronic equipment [3]. Group 2: Laboratory Insights - Huairou Laboratory is recognized as a leading national strategic scientific force in the energy sector, aligning its research directions with the development goals of China Energy [3]. - The laboratory emphasizes strategic, forward-looking, and fundamental scientific research in energy, aiming to accelerate technological innovation and results transformation through innovative research mechanisms and collaborative models [3]. Group 3: Collaboration Goals - Both parties expressed a desire to enhance practical cooperation in energy technology innovation, demonstration project construction, and talent exchange, aiming to contribute to the development of a new energy system and achieve carbon neutrality goals [3].

发改运行规〔2025〕1193号 各省、自治区、直辖市发展改革委、能源局，北京市城管委，天津市、辽宁省、上海市、重庆市、甘肃省工信厅（经信 委），中国核工业集团有限公司、国家电网有限公司、中国南方电网有限责任公司、中国华能集团有限公司、中国大唐集 团有限公司、中国华电集团有限公司、国家电力投资集团有限公司、中国长江三峡集团有限公司、国家能源投资集团有限 责任公司、中国广核集团有限公司、国投电力控股股份有限公司、华润电力控股有限公司，北京电力交易中心、广州电力 交易中心： 国家发展改革委 国家能源局关于印发 《跨省跨区电力应急调度管理办法》的通知 国家发展改革委 附件：《跨省跨区电力应急调度管理办法》 ▼ 点击阅读原文，查看附件详情 为深入贯彻落实党的二十大和二十届三中全会精神，更好统筹发展和安全，加快规划建设新型能源体系，协同推进省间电 力互济，保障电力安全稳定供应，根据《中华人民共和国能源法》《中华人民共和国电力法》《电网调度管理条例》等法 律法规，我们制定了《跨省跨区电力应急调度管理办法》。现印发给你们，请遵照执行。 国 家 能 源 局 2025年9月9日 ...

Overall Requirements - The article emphasizes the importance of energy equipment in building a new energy system and highlights the need for high-quality development of energy equipment to achieve carbon peak and carbon neutrality goals [2][3] - It outlines a strategic approach focusing on energy security and energy transition, driven by technological innovation and high-quality development of energy equipment [3] Energy Exploration and Development Equipment - The focus is on advancing coal mining and oil and gas exploration equipment to enhance efficiency and safety in energy extraction [4][5] - Key technologies include high-hardness cutting materials, intelligent mining equipment, and advanced oil and gas drilling technologies [5] Energy Conversion Equipment - The article discusses the need for upgrading fossil fuel power generation equipment and enhancing renewable energy equipment efficiency [6][7] - It highlights breakthroughs in coal power technology, gas turbine systems, and renewable energy generation technologies [6][7] Energy Storage Equipment - Emphasis is placed on developing a safe and efficient energy storage technology system, including long-life batteries and physical storage technologies [9][10] - The article outlines the need for advancements in hydrogen production and storage technologies to support renewable energy utilization [10] Energy Transmission Equipment - The focus is on improving the technology for transmitting electricity, coal, oil, and natural gas, with an emphasis on safety and low carbon emissions [11][12] - Key developments include high-capacity transformers and advanced pipeline technologies for fossil fuel transportation [12] Digital and Intelligent Upgrades - The article stresses the importance of digitalization and intelligence in energy equipment, advocating for a closed-loop system for sensing, planning, decision-making, and execution [13][14] - It highlights the need for smart control systems and intelligent operational technologies to enhance equipment performance [13][14] Green and High-End Development - The article calls for breakthroughs in green materials and recycling technologies to promote sustainable development in energy equipment [14][15] - It emphasizes the importance of establishing a comprehensive lifecycle management system for energy equipment [15] Innovation Ecosystem Optimization - The article advocates for strengthening the role of enterprises in innovation and enhancing collaboration between industry, academia, and research [16][17] - It highlights the need for improved quality management and the establishment of high-level standards in energy equipment manufacturing [17][18] International Cooperation and Policy Support - The article encourages international collaboration in energy technology research and the expansion of global supply chains [19][20] - It calls for increased policy support for key energy equipment projects and innovation initiatives [19][20]

Core Insights - Yunnan Province has achieved significant growth in its power generation capacity, with total installed capacity exceeding 167 million kilowatts, a 61.8% increase compared to the end of the 13th Five-Year Plan [1] - The province leads the nation in green power generation, with over 150 million kilowatts of installed green power capacity, and has established a national clean energy base [1] - Yunnan's energy transition has shown remarkable progress, with renewable energy installations surpassing 68 million kilowatts, making it the second-largest power source after hydropower [1][2] Group 1: Green Energy Development - Yunnan has a strong complementary relationship among hydropower, wind, and solar energy, with over 200 million kilowatts of clean energy resources available for development [1] - The province has six of the top ten hydropower stations in the country, contributing to the world's largest clean energy corridor alongside the Three Gorges and Gezhouba hydropower stations [1] - By 2025, Yunnan's total power generation is expected to reach 490 billion kilowatt-hours, with green power accounting for over 85% of the total [1] Group 2: Traditional Energy Supply - From 2021 to 2024, Yunnan's raw coal production is projected to increase from 57.96 million tons to 66.12 million tons, and crude oil processing capacity is expected to rise from 9.76 million tons to 11.56 million tons [2] - The construction of a second cross-province natural gas pipeline is underway, which will diversify the natural gas supply in Yunnan [2] - The establishment of emergency gas supply centers in Yuxi and Qujing marks a significant step in achieving large-scale reserves of natural gas and oil [2] Group 3: Energy Infrastructure and Future Plans - Yunnan has transmitted a cumulative 650 billion kilowatt-hours of electricity to eastern regions, supporting their economic development and energy conservation efforts [2] - The province aims to accelerate the construction of a national clean energy base and a regional green energy hub during the 15th Five-Year Plan period [2] - By 2030, Yunnan plans to establish a new type of power system and achieve significant progress in green energy development [2]

今年7、8月，我国月度全社会用电量连续突破万亿千瓦时大关。其中，在移动互联网、大数据、云计算 等带动下，互联网和相关服务业用电量同比增加。此外，由于新能源汽车的渗透率不断提升，充换电服 务业用电量也同比显著增长。 无论是算力还是新能源汽车，都展现出对电力的巨大需求。那么，在这一趋势下，我国的电力系统能否 扛住冲击？ 一、制造业驱动电力需求增长 在接受21世纪经济报道能源策工作室采访时，厦门大学教授、中国能源政策研究院院长林伯强认为，中 国月度社会用电量突破一万亿千瓦时是必然事件。 "它（社会用电量）本来跟经济发展，跟我们制造业是息息相关的。与此同时，居民生活水平不断提 高，用电量也会提高。"林伯强表示，当前我国电力需求结构中，来自工业、制造业的用电需求特别 大。"目前数据中心肯定是带来用电影响，但目前也没有那么大。" （原标题：五年之内，算力会对电力造成冲击？| 21新能说） 21世纪经济报道记者曹恩惠 全球算力正以指数级速度增长。 根据行业数据，当前全球数据中心的年耗电量已占全球总用电量的3%以上。而随着AI大模型的快速发 展，这一比例还将继续上升。 当全球算力需求快速增长之时，电力供应的稳定性与经济性，成 ...

Core Viewpoint - The successful simultaneous operation of two heat-collecting towers at the world's first "dual-tower one machine" solar thermal energy storage power station in Gansu, China, marks a significant breakthrough in solar thermal power technology, transitioning from the traditional "single tower single machine" model [1] Industry Summary - The construction of a new energy system in China is accelerating, leading to an increasing share of renewable energy sources [1] - Solar thermal power is gaining importance due to its inherent long-duration energy storage capabilities, evolving from a "supplementary power source" to a "supporting power source" [1]

Core Insights - China's energy sector has achieved significant breakthroughs and historical accomplishments during the "14th Five-Year Plan" period, ensuring energy security for over 1.4 billion people and showcasing resilience and confidence in development [1][2] Group 1: Energy Security and Supply - Energy security is a strategic issue related to national economic and social development, with China maintaining an energy self-sufficiency rate of over 80% during the "14th Five-Year Plan" [1] - The country has established a comprehensive energy production, supply, storage, and sales system, enhancing emergency support capabilities for coal, oil, and gas [1] - Measures taken have ensured stable energy supply and prices, demonstrating a high level of energy supply assurance and resilience [1] Group 2: Renewable Energy Development - China has built the world's largest and fastest-growing renewable energy system, with the share of renewable energy generation capacity increasing from 40% to approximately 60% [2] - The optimization of the energy supply structure has led to a greener energy consumption trend, with one-third of the total electricity consumption now coming from green energy [2] - Non-fossil energy's share in national energy consumption increases by 1 percentage point annually, while coal's share decreases by the same amount, enhancing the "green content" of economic development [2] Group 3: Market Reforms and Energy Transition - The energy sector reform has deepened, promoting market-oriented reforms that stimulate market development [2] - The energy pricing mechanism is being improved, allowing coal and renewable energy to enter the market fully [2] - A unified national electricity market system is being established, with comprehensive coverage of medium- and long-term trading and ancillary services, while the spot market is expanding nationwide [2]

Core Viewpoint - The city of Liaocheng is accelerating the construction of a multi-energy complementary energy structure, focusing on the development of the high-end bearing industry and establishing a modern industrial system with distinctive features and advantages [1] Group 1: New Energy Industry Development - Liaocheng adheres to the "project-oriented" philosophy to drive the growth of the new energy industry, with 7 new energy equipment manufacturing enterprises, led by Luwest New Energy Equipment Group [2] - The city has 62 "wind-solar-storage" projects, including 2 operational wind power projects, 34 operational photovoltaic projects, and 4 operational energy storage projects [2] - In 2024, the six large-scale enterprises are expected to achieve a revenue of 9.97 billion yuan, representing a 15% year-on-year growth [2] Group 2: Renewable Energy Capacity and Generation - As of the end of August, the total installed capacity of renewable energy in the city reached 5.5333 million kilowatts, a year-on-year increase of 17.03%, accounting for 29.95% of the total installed capacity [3] - The cumulative power generation from renewable energy reached 5.337 billion kilowatt-hours, reflecting a year-on-year growth of 15.1% [3] - The city is actively pursuing wind power indicators totaling 420,000 kilowatts, with specific projects in Guancheng and Linqing [3] Group 3: Future Development Plans - The city plans to accelerate the construction of a new energy system, focusing on the integration of wind power, photovoltaic, and hydrogen energy [4] - There is an emphasis on enhancing the industrial chain by attracting more photovoltaic projects and supporting local enterprises in expanding production capacity and improving product quality [4] - The city aims to reserve high-quality energy storage projects and attract energy storage component manufacturers to support sustainable industrial development [5]