2025.09. 24 本文字数：2404，阅读时长大约4分钟 作者 | 第一财经 祝嫣然 加快构建新型电力系统是助力实现"双碳"目标的有效举措。"十五五"时期是新型电力系统建设攻坚突 破的关键五年。 国家能源局副局长宋宏坤23日在2025新型电力系统发展（崇礼）论坛上表示，要把握好"十五五"战 略关键期，以加快构建新型电力系统为主题，以电力行业高质量发展为主线，统筹源网荷储各侧，科 学规划和实施一批重大战略任务、重大工程项目、重大改革举措，推动新型电力系统建设取得新的突 破。 中国电力企业联合会常务副理事长杨昆建议，大力推动电源清洁化、电网数字化、负荷柔性化、储能 多元化，实现系统多能互补、协同高效。聚焦新能源、新型储能、清洁耦合数字电网、电气化发展等 重点领域，实现核心技术自主可控，持续提升系统对可再生能源的消纳能力，打造新型电力系统的强 大科技引擎。 论坛上，国家电网、中国华能、中国大唐、国家能源集团、国家电投、哈电集团等多家能源央企从推 进新能源大规模高效开发利用、大力推进科技创新、提升系统调节能力、拓展产业发展空间、建设全 国统一电力市场等多个方面提出了面向"十五五"的思路和举措。 建设新型多元电力 ...

2024年起，为加快建设国家战略人才力量，中华全国总工会在全国首次开展大国工匠人 才培育工程，选拔培育在引领力、成就力、创新力、专注力和传承力上表现卓越的工匠领军 人才。该工程首批共选拔培育220名工匠人才，经过为期一年的线上学习、线下集中培训和 最终考核答辩，包括张霁明在内的200位工匠人才顺利完成培育工程，并于本次大会公布了 首批大国工匠人才名单。 9月23日至26日，第三届大国工匠创新交流大会暨大国工匠论坛在重庆举行。由张霁明 团队联合研发的"基于智能物联网的分布式新能源聚合优化与区域自治成套装置"以及"电力 调度自动化信息联调机器人"分别在全国总工会展示交流区和全国职工"五小"成果展示交流 区中陈列。这两项成果充分体现了基层职工在构建新型电力系统方面的创新活力与智慧，展 现了公司在智能化、数字化以及绿色化转型中的前沿探索。张霁明表示，将继续扎根一线， 带领团队瞄准电网实际需求，推动更多实用型创新成果落地，为电力行业高质量发展贡献工 匠力量。 近日，中华全国总工会公布2025年大国工匠人才名单，全国31个省（自治区、直辖市） 的200名技能人才被认定为大国工匠人才，国网浙江宁波市鄞州区供电公司调控中心自 ...

创新引领 协同赋能 携手共创新型电力系统建设新局面 二是抓好"五大任务"，开创新型电力系统建设新局面。要聚焦新型电力系统核心特征，抓好"五大建设 任务"。以三个协同推进，厚植新型电力系统清洁低碳底色，坚持新能源规模化与煤电清洁化协同推 进，坚持供给侧改革与消费模式升级协同推进，坚持技术创新与机制革新协同推进;以全要素保障，守 住新型电力系统安全充裕底线，加强支撑性和灵活性电源保障，加强电力安全稳定技术保障，加强电力 防灾应急保障;以更优资源配置，助力新型电力系统高效运行,着力发挥多能互补和区域平衡优势，着力 发挥技术降本增效的应用场景优势，着力发挥多层次电力市场优势；以生产消费互动，增强新型电力系 统供需协同能力，积极推动源网荷储一体化，积极推动电力流向与电力布局"一张图"，积极融入全国电 力"一张网"；以全链数智赋能，提升新型电力系统灵活智能水平，加快电力生产数智化建设，加快电力 传输智能化建设，加快电力系统调度控制智慧化建设。 三是坚持"三个转型"，全力推进新型电力系统建设。坚持从"大而全"向"强而优"转型，坚持把质的有效 提升和量的合理增长统一于高质量发展全过程，充分挖掘传统能源潜力，提升产业发展效能， ...

新型电力系统构建应考虑系统经济性与机制设计 国家电力投资集团有限公司董事、总经理、党组副书记 徐树彪 5年以来，在"双碳"目标的引领下，新型电力系统建设已成为能源绿色转型的关键路径但当前，其建设 仍面临五个维度的核心挑战。 第一，系统的调节能力面临严峻考验。国际经验表明，新能源渗透率占比超过15%，其波动性对电网稳 定运行就会带来巨大的挑战，电力系统成本也进入快速的增长临界点。近年来，我国新能源装机容量快 速飙升，2024年我国新能源发电量占比已经超过18%，如此高比例的新能源接入需要更稳定的基荷电源 以及更强的灵活调节能力。 第二，时空错配问题突出，亟待系统化消纳方案。时间上，光伏发电峰值在中午，难以满足早晚高峰用 电需求，风电夜间出力大，但负荷需求低，导致时间错配。空间上，我国风光大基地主要集中在西部和 北部，而用电负荷中心位于沿海地区，导致空间错配。传统新能源发电设备难以主动支撑电网电压和频 率需求。特高压输电作为重要的解决方案，在当前也面临着输送容量有限、经济性挑战、安全性问题和 输电走廊资源紧缺等制约。 第三，绿色循环链条存在断点，全周期闭环尚待构建。首批大规模光伏组件、风电机组即将进入退役 期，但 ...

Group 1: Investment and Development Plans - The State Grid has invested an average of 574 billion yuan annually over the past five years, with expected investment reaching 677 billion yuan by 2025 [5] - The "14th Five-Year Plan" period is identified as a critical five years for the construction of a new power system [1] - The National Energy Administration has outlined a plan for the "14th Five-Year Plan" focusing on high-quality development in the power industry [1][2] Group 2: Renewable Energy and System Structure - As of July 2023, renewable energy installed capacity has surpassed 2 billion kilowatts, accounting for approximately 60% of total installed capacity, with wind and solar power exceeding thermal power for the first time [4] - The new power system is expected to play a central role in the new energy system, promoting the clean and efficient use of various energy types [2] - The energy structure is continuously optimizing, with significant achievements in the construction of a resilient power infrastructure [3][4] Group 3: Technological Innovation and Challenges - Technological innovation is deemed crucial for constructing the new power system, with a focus on advanced materials, high-end equipment, and digital operations [6] - The need for independent innovation in the power industry is emphasized, with a call for collaboration between academia and industry to tackle key technologies [6] - The current market environment poses challenges for investment in renewable energy projects, necessitating a comprehensive approach to ensure sustainable development [6]

Core Viewpoint - The construction of a new power system in China is crucial for supporting the green transformation of the economy and society, focusing on low-carbon energy structure, clean energy consumption, ecological governance, and the development of strategic emerging industries [1][2][3] Group 1: Low-Carbon Energy Structure - The new power system significantly enhances the proportion of non-fossil energy installations and promotes energy-saving and carbon-reduction measures in coal power, leading to a notable decrease in carbon emissions intensity [1] - As of July this year, non-fossil energy generation capacity reached 2.23 billion kilowatts, accounting for 60.8% of total installed capacity, with over 95% of coal power units achieving ultra-low emissions [1] - The average coal consumption for coal-fired power is projected to drop to 302.4 grams per kilowatt-hour by 2024, supporting the increase in non-fossil energy consumption [1] Group 2: Clean Energy Consumption - The new power system accelerates the implementation of clean energy alternatives in various sectors, including industry, transportation, and agriculture, thereby reducing the use of traditional fossil fuels and lowering pollutant emissions [2] - Since the 14th Five-Year Plan, the proportion of electricity in terminal energy consumption has increased by approximately 4 percentage points [2] - Future advancements in the integration of electricity, hydrogen, ammonia, and alcohol will further enhance the level of clean energy use [2] Group 3: Ecological Governance - Large-scale wind and solar power bases in desertified areas are key to the development of renewable energy, with installed capacity expected to reach 455 million kilowatts by 2030 [2] - The construction of these renewable energy bases will facilitate the restoration of 10.1 million acres of desertified land, promoting both ecological and economic benefits [2] Group 4: Development of Strategic Emerging Industries - The new power system fosters innovation in green low-carbon technologies and digitalization, empowering traditional industries to upgrade and expand [3] - Strategic emerging industries such as renewable energy, energy storage, hydrogen energy, and smart grids are becoming new pillars for stable investment, expanding domestic demand, and job creation [3] - The construction of the new power system also enhances China's global leadership in green low-carbon equipment technology [3]

提供清洁能源 点亮美好生活 中国大唐集团有限公司党组书记、董事长 吕军 三是坚持"两端"发力，推动转型升级。深入推进新能源集约化、基地化发展和煤电升级改造，在役在建 百万千瓦级清洁能源基地超过20个。新建清洁高效煤电402万千瓦，实施"三改联动"9240万千瓦，基础 保障灵活调节水平大幅提升。 四是强化主体意识，深化科技创新。坚持科技创新与产业创新融合发展，健全开放协同的创新体系，聚 焦构建新型电力系统所需，围绕自主可控和行业前沿，强化科技攻关，培育能源电力新质生产力。关键 部件、关键材料研发取得重大突破，风光火热储一体化、风渔融合等领域取得了一批开创性技术成果， 构建了一批引领性示范项目。 五是聚焦"一带一路"，推进国际合作。持续开拓东南亚以及中亚、中东、非洲等区域能源电力市场，广 泛开展技术服务、国际贸易等业务。境外在役在建及核准待建发电装机规模突破500万千瓦，其中可再 生能源占比接近80%，为所在国提供了清洁、安全、可靠的电力供应方案。 当前，新一轮科技革命和产业变革在能源电力领域加速落子，能源电力科技进步、绿色转型加速演进， 全国统一电力市场加速建设，绿色电力向生产、生活各领域加速渗透，新技术、新业 ...

构建新型电力系统需夯实"五大基石" 中国华能集团坚持以习近平生态文明思想为指引，锚定"双碳"目标，把绿色低碳转型作为主攻方向，以 实践推动新型电力系统建设。 扛牢能源保供责任，提升安全保障硬实力；加快电源结构转型，塑造绿色低碳发展的新格局；坚持科技 创新驱动，培育高质量发展新动能； 强化战新产业布局，打造产业转型升级新引擎；深化体制机制改 革，激发创新发展的新活力。 构建新型电力系统是一项系统工程，中国华能愿与各方一道，在清洁能源开发、科技创新、产业发展等 方面开展务实合作，加快构建新型电力系统，为中国式现代化建设提供安全可靠的绿色能源保障。 二是以清洁低碳转型为根本方向。近年来我国清洁能源发展成效显著，但能源消费总量大，能源结构偏 煤、产业结构偏重、能源效率偏低的问题依然存在。必须紧扣非化石能源消费占比提升目标，持续推进 新能源大规模高效开发利用，加快构建新能源占比逐步提高的新型电力系统。 三是以科技自主创新为核心支撑。新型电力系统的技术基础、结构形态和运行特性发生重大改变，部分 关键技术、核心装备、高性能材料、技术软件等有待突破。电力行业要加大自主创新力度，强化产学研 用融合，针对关键共性技术开展联合攻关 ...

Group 1 - The core viewpoint emphasizes the importance of carbon peak and carbon neutrality as a political task for the State Grid Corporation, focusing on the development and safety of energy transition towards a green and low-carbon system [1] - During the 14th Five-Year Plan period, the installed capacity of clean energy generation in the State Grid's operating area increased by 134.7%, with the proportion of clean energy in total installed capacity rising from 42.6% to 59.8% [1] - The company has invested an average of 574 billion yuan annually over the past five years to enhance system regulation capabilities and promote the planning and construction of pumped storage [1] Group 2 - The electricity system is identified as the central link in the energy transition, with a projected rigid growth in electricity demand during the 15th Five-Year Plan period [2] - The construction of a new power system is deemed a top priority, requiring attention to the new changes and challenges brought by the transition, while seizing opportunities for industrial upgrades [2] - The interaction with users will become more extensive, necessitating effective responses to complex load forecasting and flow control [2] Group 3 - Technological innovation is highlighted as a key support for building a new power system, emphasizing the need for goal-oriented and problem-oriented approaches [3] - The establishment of a unified national electricity market is considered essential for optimizing resource allocation and promoting green and low-carbon development [3] - The market mechanism should be improved to guide various resource elements towards a green and low-carbon direction [3]

Core Insights - The report highlights a positive trend in the power energy sector, particularly in photovoltaic and energy storage segments, with significant year-on-year growth in installed capacity and price increases in key materials [1][3]. Group 1: Photovoltaics - As of September 17, 2025, the average price of polysilicon (dense material) is 51 CNY/Kg, an increase of 1.00 CNY/Kg from the previous week [1][3]. - The photovoltaic sector is expected to benefit from various factors including industry dynamics, policies, and demand-side efforts, leading to an overall recovery in the sector [3]. Group 2: Energy Storage - By the end of the first half of 2025, the cumulative installed capacity of operational energy storage projects in China reached 164.3 GW, a year-on-year increase of 59% [1][3]. - Among this, the cumulative installed capacity of new energy storage reached 101.3 GW, showing a remarkable year-on-year growth of 110% [1][3]. Group 3: Lithium Battery - As of September 19, 2025, the price of lithium carbonate is 71,300 CNY/ton, reflecting a slight increase of 140 CNY/ton from the previous week [1][3]. Group 4: Charging Infrastructure - By the end of August 2025, the total number of charging infrastructure units in the country reached 17.348 million, marking a year-on-year growth of 57.72% [3]. Group 5: Industry Performance - From September 15 to September 19, 2025, the power equipment index rose by 3.07%, outperforming the CSI 300 index by 3.51 percentage points [2]. - In the first seven months of 2025, the total electricity consumption was 58,633 billion kWh, a year-on-year increase of 4.50% [2]. - The newly added power generation capacity in the first seven months of 2025 was 32,480 MW, representing a year-on-year growth of 75.72% [2].