Group 1 - The core viewpoint is that by 2030, the proportion of installed capacity for renewable energy generation in China will exceed 50%, making it the main source of electricity generation [1][3] - The National Energy Administration indicates that by 2030, the share of non-fossil energy consumption will reach 25%, and a new energy system will be initially established [3][5] - The energy sector will undergo significant historical changes, with coal consumption peaking and entering a plateau phase, while oil consumption will also reach its peak [5][7] Group 2 - During the 14th Five-Year Plan period, China will strengthen the construction of new energy infrastructure and optimize the layout of energy resource bases [7][9] - By 2030, the capacity for "West-to-East Power Transmission" will exceed 420 million kilowatts, and the total length of oil and gas pipelines will reach 220,000 kilometers [7][9] - The country will promote higher quality development of clean energy, accelerate the construction of smart grids and microgrids, and enhance the system for green energy consumption [9]

Core Insights - The total electricity consumption in China is projected to exceed 10 trillion kilowatt-hours for the first time in 2025, marking a significant increase compared to 2015 levels, which were approximately double [1] - By 2030, the proportion of renewable energy generation capacity in China's total installed capacity is expected to surpass 50%, establishing renewable energy as the main source of electricity generation [1] Group 1: Electricity Consumption - National electricity consumption is expected to exceed 10 trillion kilowatt-hours in 2025, which is higher than the combined annual electricity consumption of the EU, Russia, India, and Japan [1] - This represents a growth of 14% year-on-year in total installed generation capacity, projected to exceed 3.8 billion kilowatts [1] Group 2: Renewable Energy Development - By the end of the 14th Five-Year Plan in 2030, renewable energy generation capacity will become the dominant source of electricity generation in China [1] - The country aims to promote higher quality development of clean energy, emphasizing a multi-energy approach including wind, solar, hydro, and nuclear power [1] - There will be a focus on accelerating the construction of smart grids and microgrids, improving the green energy consumption system, and implementing minimum renewable energy consumption targets [1]

据央视新闻报道，我国首个量产生物甲醇项目在广东湛江全线贯通并正式投产，标志着我国在清洁能源 领域实现从氢能到先进液体燃料的战略延伸。该项目首期年产5万吨绿色甲醇，以树皮、秸秆等生物质 废弃物为原料，通过气化合成技术制成纯度达99.9%的绿色甲醇，品质完全满足航运燃料及医药化工等 领域的严格要求，实现了农业废弃物的高价值资源化利用。 （图片来源：视频截图） 项目的战略价值更体现在其供应链创新上。在湛江港深水码头，项目布局了30000立方米的甲醇成品罐 及专用装卸泊位，构建了华南首个绿色甲醇"产—储—运—用"完整生态。从生产到储存再到运输，整个 闭环可在1小时内完成。依托港口优势，项目已构建大湾区船舶加注"当日达"网络，并成为国内绿色甲 醇出口新加坡等国际港口的最近布局点，极大降低了运输过程中的碳足迹，真正实现了端到端的绿色低 碳。 绿色甲醇产业的潜力远不止于此。作为以可再生能源制氢、生物质或二氧化碳为原料制备的清洁能源， 绿色甲醇全生命周期碳排放量相较煤炭、石油等传统化石燃料可降低85%以上，减排优势显著。 截至2025年12月，国内规划、建设、投产的绿甲醇项目已达210个，总计规划产能超过5100万吨/年。然 ...

中广核工程有限公司宁德项目部总经理黄祥俦表示，项目建设将以科技创新为引领，充分应用数字沙 盘、数字进度一体化平台、智慧工地等数字化工具，积极推进钢板混凝土、安装集成单元等26项先进建 造技术落地应用。 目前，宁德核电项目二期整体建设有序推进，5号机组已进入主体工程建设高峰阶段。随着6号机组开 工，宁德核电将持续为福建省经济社会发展注入清洁动能，助力区域能源结构优化与绿色低碳转型，也 为中广核实现"十四五"高质量发展目标、建设世界一流清洁能源卓著品牌增添重要动力。 "本次6号机组核岛混凝土浇筑总量约8819.2立方米，持续约55小时。"福建宁德核电有限公司党委书 记、董事长、总经理田辉宇介绍，面对厂址空间有限、地质条件复杂等挑战，宁德核电项目团队充分借 鉴中广核以往"华龙一号"机组建设经验，通过工期推演、清单化管理，建立完善质量管理体系，系统识 别施工难点，优化施工逻辑，统筹资源配置，并以工程日会机制强化过程管控，确保关键节点稳妥推 进。 12月16日，中广核福建宁德核电站6号机组完成核岛第一罐混凝土浇筑(FCD)，标志着该机组主体工程 正式开工。 宁德核电项目位于福建省福鼎市太姥山镇，规划建设6台百万千瓦级核 ...

在广袤的青藏高原，矗立着一座刷新世界纪录的工程奇迹——全球海拔最高的风力发电场。这座清洁能源基地的建成，不仅是 人类工程技术突破的象征，更展现了绿色发展与自然和谐共生的美好图景。 风力发电场的建成带来了显著的生态效益。与传统的火力发电相比，风力发电不产生任何温室气体和污染物排放，对保护高原 脆弱的生态环境具有重要意义。据测算，这座发电场每年可减少大量二氧化碳排放，相当于种植了数百万棵树的生态效果。同 时，它还为当地提供了清洁稳定的电力供应，促进了区域经济社会的可持续发展。 这座风力发电场的选址极具科学性。青藏高原素有"世界屋脊"之称，其独特的地理环境造就了丰富的风力资源。高海拔地区空 气密度虽然较低，但风速稳定且持续时间长，非常适合风力发电。经过多年的实地勘测和科学论证，最终确定了这一理想的风 场位置。 在建设过程中，工程师们采用了多项创新技术。针对高原缺氧环境，specially设计的冷却系统确保了发电机组的正常运行；特殊 的防冻技术让设备在严寒条件下依然能够稳定工作；而智能化的运维系统则大大提高了发电效率。这些技术创新不仅保障了风 力发电场的顺利建成，也为今后高海拔地区清洁能源开发积累了宝贵经验。 值得一 ...

中新网海南新闻12月15日电(黄勇华 郭卫华 宋印官 辛镇瀚) 12月15日，国家"十四五"电力发展规划重点 工程、海南自贸港重大项目——海南500千伏主网架工程全面投产。该工程新建500千伏变电站3座，新 建输电线路途经海口、三亚、儋州、琼海等14个市县，"一笔成环"，形成完整的"口"字型超高压环网架 构，标志着海南电网主网架首次实现电压等级从220千伏到500千伏的历史性跨越，电力输送能力提升超 4倍，让电能在全岛范围内灵活分配，电力供应更加安全可靠。 "工程投产后，将有力保障海南自贸港加速建设的用电需求，带动大容量核电、大规模海上风电等清洁 能源的安全送出。"南方电网工程建设部副总经理董言乐表示。 为进一步夯实海南电网韧性根基，增强海南电网应对突发风险能力，南方电网将在海南电网现有基础 上，规划建设海南—广东第三回500千伏交流线路等跨海联网新通道。届时，海南跨海联网大通道输电 能力将达到180万千瓦，电能互济能力提升50%。 电压等级越高，电能输送功率越大、损耗越低。海南经济特区成立以来，作为重大基础设施的电网历经 多次升级：2004年，海南电网公司正式加入南方电网公司，并完成电网主网架从110千伏到 ...

Core Insights - The article highlights the resilience of demand in the electric vehicle (EV) sector despite a mid-December pullback in the ChiNext New Energy ETF, indicating a positive outlook for the industry during its peak season [1] Industry Summary - November saw a continuous month-on-month increase in domestic electric vehicle sales, with expectations for stable growth in the domestic EV market next year [1] - The electrification rate of commercial vehicles and increased battery capacity per vehicle are projected to drive rapid growth in demand for power batteries [1] - The overall shipment volume of lithium batteries is expected to show significant year-on-year growth, supported by high demand in both domestic and international energy storage markets [1] - The trend of "anti-involution" is leading to a resonance in energy storage demand, signaling upward trends in both volume and price for battery and material sectors, particularly for heavy asset and hard-to-expand segments like lithium hexafluorophosphate and separators [1] Company Summary - The ChiNext New Energy ETF (159387) tracks the Innovation Energy Index (399266), which includes technology innovation companies in clean energy, electric vehicles, and energy storage sectors [1] - The index focuses on companies with high growth potential and technological innovation capabilities, reflecting the overall performance of cutting-edge technology firms in the new energy field [1] - On the day of the report, the ETF experienced a daily fluctuation of 20% [1]

12月15日，国家"十四五"电力发展规划重点工程、海南自贸港重大项目——海南500千伏主网架工程全面投产。该工程新建500千伏变电站3座，新建输电 线路途经海口、三亚、儋州、琼海等14个市县，"一笔成环"，形成完整的"口"字型超高压环网架构，标志着海南电网主网架首次实现电压等级从220千伏 到500千伏的历史性跨越，电力输送能力提升超4倍，让电能在全岛范围内灵活分配，电力供应更加安全可靠。 电压等级越高，电能输送功率越大、损耗越低。海南经济特区成立以来，作为重大基础设施的电网历经多次升级：2004年，南方电网海南电网有限责任公 司（以下简称"海南电网"）正式加入南方电网公司，并完成电网主网架从110千伏到220千伏升级；2009年6月，海南联网一回工程投运，结束了海南"电力 孤岛"历史；2019年5月，海南联网二回工程投产，实现海岛与大陆双回线路联网，琼粤电力互济能力由60万千瓦提升至120万千瓦。 近年来，海南用电需求保持快速增长。数据显示，海南全社会最高电力负荷从2021年的687万千瓦增长至2025年的857万千瓦，增幅达24.7%；2023年，海 南全社会用电量增速在全国各省（区、市）中排名第一。据预 ...

Core Viewpoint - The integration of technological innovation and industrial innovation is essential for achieving high-quality development in China, emphasizing the importance of cultivating application scenarios to support this integration [1][2][5]. Group 1: Importance of Application Scenarios - Application scenarios serve as critical environments for validating new technologies and products, enabling the identification of technical demands and research opportunities within industrial applications [2][3]. - High-quality application scenarios can attract various resources, including talent, capital, and data, thereby facilitating the rapid emergence of high-value technologies and products [3][4]. Group 2: Strategies for Scenario Development - The government aims to cultivate and expand application scenarios in emerging fields such as digital economy, artificial intelligence, and clean energy, while also enhancing scenarios in traditional sectors like manufacturing and transportation [6]. - There is a focus on increasing the openness of application scenarios, promoting cross-sector collaboration, and ensuring that new scenarios are developed based on local resources and characteristics to avoid redundancy [6]. Group 3: Policy Framework and Implementation - The implementation of policies to support the integration of technological and industrial innovation includes establishing a clear path from technological breakthroughs to industrial applications [5][6]. - Enhancing the regulatory framework for resource allocation and improving the legal and standard systems are crucial for fostering a conducive environment for innovation [6].

据了解，该工程新建500千伏变电站三座，新建输电线路途经海口、三亚、儋州、琼海等14个市县，形 成完整的超高压环网架构。这标志着海南电网主网架首次实现电压等级从220千伏到500千伏的历史性跨 越。 （文章来源：新华社） 近年来，海南用电需求保持快速增长。数据显示，海南全社会最高电力负荷从2021年的687万千瓦增长 至2025年的857万千瓦；2023年，海南全社会用电量增速在全国各省（区、市）中排名第一。据预测， 到2030年，海南最高电力负荷将达到1550万千瓦，"十五五"期间全社会用电量年均增长率将达到 10.3%。 记者12月15日从南方电网公司获悉，海南500千伏主网架工程全面投产，电力输送能力提升超四倍，电 力供应更加安全可靠。 此次投产的海南500千伏主网架工程，总投资57亿元，新建输电线路长度达838千米，超过环岛一 圈。"工程投产后，将有力保障海南自贸港加速建设的用电需求，带动大容量核电、大规模海上风电等 清洁能源的安全送出。"南方电网工程建设部副总经理董言乐表示。 ...