来源：环球时报 当前，人工智能（AI）技术正飞速发展，其应用范围不断拓展，深刻改变着社会生产生活各个方面。 与此同时，全球能源体系也在经历深刻变革，清洁能源转型成为时代主题，满足AI能源需求已进入"如 何低碳""如何兼顾AI发展和应对气候变化"的新阶段。 但如果围绕二者的"痛点"，打造一个互促的循环，AI也可能为清洁能源转型提供前所未有的机遇和解决 方案，加速形成新型能源体系。首先，在发电端，多模态大模型通过融合气象、遥感、历史运行等多源 异构数据，显著提升新能源出力预测精度，覆盖水电、风电、光伏等新能源及火电、核电、煤炭等传统 能源领域，为源端优化提供精准支撑。其次，在电网运行层面，智能巡检、调度与故障自愈系统大幅提 升运维效率与电网韧性，助力"源网荷储一体化"建设。最后，在需求侧，智慧能源管理系统可以实现负 荷精细化调控，储能智能化运营与车网互动技术则可将能源消费转化为电网灵活资源，重塑能源价值 链。 值得注意的是，"完善人工智能治理"是AI与能源融合的前提和保障。当前AI在能源领域应用仍面临数据 基础薄弱、大模型"黑箱"等问题，尤其在核电站安全决策、电网实时调度等核心场景，对算法可解释性 与可靠性要求极 ...

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]

（来源：江苏省可再生能源行业协会） 12月15日，2026年全国能源工作会议在北京召开。会议明确，以2030年初步建成新型能源体系、2035年基本建成能源强国为主线，为社会主义现代化强国 建设提供更强有力的能源支撑。 会议部署了2026年能源工作重点任务。 一是高质量高标准编制实施"十五五"能源规划。全力抓好规划编制和衔接，增强能源规划的科学性、预见性和主动性，推动形成全国能源规划一盘棋。以 重大项目带动能源规划落地实施，细化时间表、路线图、优先序，强化年度计划和调度。 二是推动实现更高水平能源安全保障。夯实煤炭供应保障基础，提升电力保供水平，增强油气生产供应能力，优化能源骨干通道布局，提升能源基础设施 本质安全水平。 三是扎实推进能源绿色低碳转型。持续提高新能源供给比重，全年新增风电、太阳能发电装机2亿千瓦以上，有序推进重大水电项目，积极安全有序发展 核电，加强化石能源清洁高效利用。 四是加快推进能源科技自立自强。组织开展"人工智能+"能源融合试点和"人工智能+"能源标准化提升行动，扎实推进智能电网重大专项等能源重大技术装 备攻关，前瞻布局氢能、核能等未来能源产业。 五是全力保障民生和企业多元化用能需求。强 ...

Core Viewpoint - The article emphasizes the achievements and future tasks of energy regulation in China, highlighting the importance of high-quality development and the implementation of policies to ensure energy supply and safety. Group 1: Achievements in Energy Regulation - The energy regulatory framework has been strengthened, with a focus on implementing the decisions of the central government and enhancing grassroots governance [2][3][4] - Significant progress has been made in establishing a unified national electricity market, with the number of market participants increasing nearly fourfold since the end of the 13th Five-Year Plan [22][23] - The scale of green electricity and green certificate trading has seen exponential growth, with an annual growth rate of nearly 180% [24] Group 2: Key Regulatory Measures - A comprehensive regulatory system has been established, including a "1+6" foundational rule system and a mechanism for cross-grid trading [9][20] - The average resolution time for public complaints has been reduced from 60 days to 6.8 working days, with 92% of issues resolved at the grassroots level [16][25] - The implementation of new policies is expected to benefit approximately 1.5 million households and save around 20 billion yuan in electricity investment over five years [14] Group 3: Future Focus Areas - The focus for 2026 includes fully implementing the spirit of the 20th National Congress and ensuring the construction of a unified electricity market [26][28] - Emphasis will be placed on enhancing energy supply security, improving the quality of electricity services, and strengthening the regulatory framework [32][33] - The regulatory approach will prioritize innovation and reform, aiming to create a new regulatory landscape that aligns with the development of a strong energy nation [34][35]

贵州金元金沙柳塘2×660MW煤电项目位于金沙县柳塘镇前胜村，建设2台660MW超超临界"W"型火焰炉燃煤机组。安徽电建二公司承担#2机组范围内的所 有建筑及安装工程施工。作为国家电投"推动煤电产业转型升级""落实风光火储多能互补"战略的核心工程，该项目建成后，将推动构建"煤电+新能源"协同 发展的新型能源体系，全面提升区域电力供应的稳定性与抗风险能力，并带动上下游产业链投资超百亿元，创造就业岗位千余个，助力贵州建设全国新型综 合能源基地，促进区域经济社会高质量发展。 & g . 944 6 4 % ....... I 17 16 近日，中国能建安徽电建二公司接连中标国家电投贵州金元金沙柳塘2×660MW煤电项目2号机组、晋控电力同华轩岗二期2×660MW工程3号机组建筑安装工 程。 晋控电力同华轩岗二期2×660MW工程项目，位于山西省忻州市原平市轩岗镇，新建2台660MW超超临界燃煤空冷发电机组，配套建设脱硫、脱硝、除尘设 施。安徽电建二公司承担#3机组范围内的所有建筑及安装工程施工。该项目建成后，将以煤电联营模式，有效提升区域电力供应保障能力，进一步优化山西 电源结构，促进华北地区电力供需平衡，同时带动 ...

Core Viewpoint - The 2026 National Energy Work Conference emphasizes the construction of an energy powerhouse, outlining seven key tasks for energy work in 2026, including high-quality planning, energy security, green low-carbon transition, and international cooperation [1][2]. Group 1: Key Tasks for Energy Work - The seven key tasks for 2026 include: 1. High-quality and high-standard implementation of the "14th Five-Year" energy plan 2. Achieving a higher level of energy security 3. Promoting green low-carbon transformation 4. Accelerating energy technology self-reliance 5. Ensuring diverse energy needs for citizens and enterprises 6. Deepening energy reform and legal construction 7. Expanding comprehensive international cooperation [1][2]. Group 2: Energy Self-Sufficiency and New Energy System - China's energy self-sufficiency rate has increased from approximately 80% to over 84% since the "14th Five-Year" period, establishing the world's largest renewable energy system [2]. - The goal for the new energy system is to achieve a 25% share of non-fossil energy consumption and over 50% share of new energy generation capacity by 2030 [2][3]. Group 3: Green Low-Carbon Transition - The green low-carbon transition is set to accelerate, with expectations for wind and solar power installations to exceed 370 million kilowatts in 2025, maintaining a utilization rate above 94% [5]. - By 2035, non-fossil energy consumption is targeted to exceed 30% of total energy consumption, with wind and solar power capacity reaching six times that of 2020 [5][6]. Group 4: Integration of Artificial Intelligence - The integration of artificial intelligence (AI) in the energy sector is highlighted as a key focus, with AI expected to enhance energy development efficiency and resilience [7][8]. - AI applications in energy include wind and solar power forecasting and optimizing demand-side responses, with a goal for AI technologies in energy to reach a world-leading level by 2030 [8][9].

Group 1 - The central economic work conference emphasizes the commitment to "dual carbon" goals, promoting a comprehensive green transition and formulating a national energy construction plan [1] - The photovoltaic industry is identified as a key area for "deep rectification" of excessive competition, which is expected to accelerate the exit of backward production capacity and improve industry profit margins [1] - The Zhejiang ultra-high voltage AC ring network project has been approved with a total investment of 29.3 billion yuan, marking it as the highest investment and largest single project in the domestic ultra-high voltage AC sector, scheduled for completion in 2029 [1] Group 2 - The electric grid ETF (561380) tracks the Hang Seng A-share electric grid equipment index, which reflects the overall performance of listed companies involved in power transmission, distribution, and control equipment manufacturing [1] - The index constituents are representative of the industry and highlight the trends in China's electric grid construction and intelligent upgrades [1]

"十四五"非化石能源消费占比超额完成目标 记者昨天从全国能源工作会议上了解到，今年，全国电力供应保持安全稳定，全年全社会用电量预计将 超过10万亿千瓦时。 国家能源局最新预测数据显示，2025年，全国发电总装机将超过38亿千瓦，同比增长14%，全社会用电 量预计将首超10万亿千瓦时。从纵向比，这是我国2015年全年全社会用电量的约两倍；从横向看，高于 欧盟、俄罗斯、印度、日本全年全社会用电量的总和。 10万亿千瓦时的背后，显示中国经济的澎湃活力。今年以来，高技术及装备制造业用电增速持续领跑， 据预测，1到11月新能源车整车制造用电量、风能原动设备制造用电量同比增速分别超过20%和30%。1 到11月，互联网和相关服务业用电量同比增速超30%，充换电服务业用电量同比增速近50%。 "十五五"期间，我国将加力建设新型能源基础设施，优化能源资源基地布局和流向格局。夯实煤炭供应 保障基础，增加油气生产供应能力，提升电力保供水平。2030年"西电东送"能力将达到4.2亿千瓦以 上。油气管网总里程达到22万公里，四大油气进口战略通道进一步巩固拓展。 与此同时，我国将推动清洁能源实现更高质量发展，坚持风光水核等多能并举，加 ...

Core Insights - The article highlights the robust growth of China's electricity consumption, projecting that the total electricity usage will exceed 10 trillion kilowatt-hours this year, reflecting the country's economic vitality [2][6] Group 1: Electricity Supply and Consumption - The total installed power generation capacity in China is expected to exceed 3.8 billion kilowatts by 2025, marking a 14% year-on-year increase, with electricity consumption projected to surpass 10 trillion kilowatt-hours for the first time [4] - The electricity consumption in 2023 is approximately double that of 2015, and it surpasses the combined total of the European Union, Russia, India, and Japan [4] Group 2: Non-Fossil Energy Consumption - The share of non-fossil energy in total energy consumption is set to exceed the target of 20% by the end of 2025, as per the "14th Five-Year Plan" [8][10] - The National Energy Administration indicates that the transition to green and low-carbon energy is accelerating, with non-fossil energy consumption exceeding the planned targets [10] Group 3: Investment in Energy Sector - Energy investments are strong, with key projects expected to complete investments of 3.54 trillion yuan, an 11% increase year-on-year, focusing on nuclear power, onshore wind, and distributed solar power [12] - Investments in new energy storage, charging infrastructure, and hydrogen energy are also experiencing rapid growth [12] Group 4: Renewable Energy Development - The first batch of wind and solar power bases is operational, with an expected addition of 370 million kilowatts of wind and solar capacity this year, maintaining a utilization rate above 94% [14] - By the end of the "14th Five-Year Plan," renewable energy generation capacity is projected to exceed 50% of total installed capacity by 2030 [16] Group 5: Future Energy Goals - By 2030, the share of non-fossil energy consumption is expected to reach 25%, and renewable energy generation capacity will exceed 50%, marking a significant transition in the energy sector [18][20] - The energy sector will undergo historical changes, with coal and oil consumption reaching peak levels, and the growth in energy demand primarily met by non-fossil energy sources [20]

Group 1 - The core objective of China's energy strategy is to increase the proportion of non-fossil energy in total energy consumption to around 20% by the end of 2025, a target that is expected to be exceeded [1] - In 2023, China's energy investment is projected to reach 3.54 trillion yuan, an 11% increase year-on-year, with strong investments in nuclear power, onshore wind, and distributed solar energy [1] - The first batch of wind and solar power bases has been completed, with an expected addition of 370 million kilowatts of installed capacity for wind and solar energy in 2023, accounting for approximately 22% of total electricity consumption [4] Group 2 - By the end of the 14th Five-Year Plan in 2030, the proportion of renewable energy in installed power generation capacity is expected to exceed 50%, establishing a new energy system [5] - The energy sector is anticipated to undergo significant historical changes, with coal and oil consumption reaching peak levels, and the growth in energy and electricity demand primarily met by non-fossil energy sources [7] - During the 14th Five-Year Plan period, China will enhance the construction of new energy infrastructure, optimize the layout of energy resources, and ensure coal supply while increasing oil and gas production capabilities [9] Group 3 - The country aims to promote higher quality development of clean energy, emphasizing a multi-energy approach including wind, solar, hydro, and nuclear power, while accelerating the construction of smart grids [11] - A minimum consumption target for renewable energy will be implemented, alongside efforts to strengthen the synergy between industrial transfer and clean energy development [11]