Core Viewpoint - The construction of a clean, low-carbon, safe, and efficient energy system is a critical task for the current era, with a focus on green low-carbon and technological innovation in the energy and chemical industry [1][2]. Group 1: Energy Transition and Policy - The "14th Five-Year Plan" period is crucial for building a new energy system in China, which is the world's largest energy producer and consumer [1]. - By 2060, the proportion of non-fossil energy in China's energy structure is expected to increase from below 20% to over 80%, necessitating a gradual reduction in fossil energy, particularly coal [1][3]. Group 2: Role of Traditional Energy - Traditional fossil energy will continue to play a major role for a considerable time, with clean energy scale-up being essential for cultivating new productive forces in the industry [2]. - Hydrogen development is highlighted as a significant solution for carbon reduction in hard-to-abate sectors like steel and petrochemicals [2]. Group 3: Technological Innovation and Carbon Management - Emphasis is placed on the importance of carbon capture, utilization, and storage (CCUS) technologies, with China Petrochemical Corporation having launched the country's first million-ton CCUS project [2]. - The energy and chemical industry is encouraged to focus on low-carbon production processes and expand the application of related technologies [2]. Group 4: Energy Security and Development Goals - Ensuring energy security is prioritized in the planning and development of the energy and chemical industry, with a balanced approach to both fossil and non-fossil energy sources [3]. - The industry is urged to adopt a demand-oriented approach for key technological breakthroughs and enhance digitalization to improve competitiveness [3].

Core Insights - China's rapid development in the clean energy sector is highlighted in the latest report "Overview of China's Energy Ecological Development," indicating a total investment of $625 billion in clean energy for 2024, accounting for one-third of global clean energy investments [1] - China leads the world in installed capacity for solar and wind energy, contributing over 45% to the global increase in non-fossil energy consumption over the past decade, showcasing significant progress in energy structure transformation and its role in global energy reform [1] Investment and Consumption Structure - The transition of China's energy structure has accelerated, with the share of non-fossil energy consumption rising from 9.4% in 2010 to 18.3% in 2024, while the proportion of coal power installations has fallen below 40% for the first time, marking a historic shift towards a greener, low-carbon, and sustainable energy system [3] - Technological innovations such as ultra-high voltage transmission and smart grid technologies have reached international top levels, providing solid technical support for the efficient utilization of clean energy [3] Market Position and Growth - Chinese companies hold over 70% of the global market share for key components in the wind power sector, demonstrating their exceptional strength and competitiveness in this field [3] - The installed capacity of new energy storage has increased fivefold compared to 2022, and the number of hydrogen refueling stations has surpassed 300, accelerating the construction of China's new energy system [3]

Group 1 - The next five years mark the beginning of a comprehensive market entry for renewable energy in China, with expectations for continued growth beyond coal-fired power generation capacity [1][11] - China's energy development is transitioning towards a safe, efficient, and clean green direction, with a strong emphasis on reducing carbon emissions [1][3] - The "14th Five-Year Plan" aims for a 13.5% reduction in energy consumption per unit of GDP and an 18% reduction in carbon dioxide emissions [3][4] Group 2 - Despite the acceleration in energy transition, challenges remain, particularly regarding energy security and the "impossible triangle" of energy security, economy, and cleanliness [2] - The transition from energy consumption control to carbon emission control is a significant policy shift, emphasizing the role of carbon emissions in the energy revolution [5][6] - The focus on carbon emissions will facilitate the development of non-fossil energy sources and alleviate constraints faced by enterprises using clean energy [6] Group 3 - By 2025, the proportion of non-fossil energy consumption is expected to reach around 20%, with non-fossil energy generation accounting for approximately 39% of total generation [7][8] - As of July 2024, the installed capacity of wind and solar energy reached 1.206 billion kilowatts, surpassing coal power capacity [8] - The rapid development of renewable energy poses challenges for the energy system, necessitating enhanced flexibility and security measures [8][10] Group 4 - The upcoming five years will see renewable energy fully entering the electricity market, with expectations for continued growth in installed capacity [11][12] - The transition to a carbon emission control system will require significant efforts to manage the increasing pressure on the electricity grid due to higher renewable energy integration [12][13] - Climate change and extreme weather events are becoming critical factors in electricity planning, necessitating a new adaptive planning approach for the energy system [13]

Core Viewpoint - The National Energy Administration has issued a notice to select projects and regions for hydrogen energy pilot work, aiming to promote innovative management models and explore diversified paths for hydrogen energy industry development [1][2]. Group 1: Hydrogen Energy Industry Development - Hydrogen energy is a crucial carrier for energy transition, playing an important role in the construction of new power systems and energy systems, significantly promoting the development and consumption of renewable energy [1]. - As of the end of last year, global renewable energy hydrogen production capacity exceeded 250,000 tons per year, with China accounting for over 50%, establishing itself as a leading country in renewable energy hydrogen production and related industries [1]. - In the past year, China's hydrogen production and consumption scale exceeded 36.5 million tons, ranking first in the world [1]. Group 2: Challenges in the Hydrogen Energy Sector - The global hydrogen energy industry is still in its early development stage, facing economic viability gaps compared to traditional energy and other renewable sources [2]. - There are shortcomings in technology maturity, with some hydrogen technologies and applications still not ready for commercial promotion [2]. - Standards and regulations related to hydrogen energy need further improvement to enhance policy coordination, industry development, and internationalization [2]. Group 3: Policy and Infrastructure Support - The notice emphasizes the goal of promoting the entire hydrogen energy value chain, focusing on innovation and pilot projects to guide advanced technology applications and infrastructure development [2]. - The pilot forms include project and regional trials, covering four major areas: hydrogen production, storage and transportation, application, and common support, with a total of 11 pilot directions [2]. - The notice encourages enterprises to engage in hydrogen production during low electricity demand periods in renewable energy-rich areas to reduce costs and improve energy efficiency [3].

Core Viewpoint - The National Development and Reform Commission emphasizes the need to strengthen the energy supply, storage, and sales system while accelerating the construction of a new energy system to ensure economic security and resilience in supply chains [1] Group 1: Energy Security - The commission aims to enhance energy resource security and ensure a stable supply of coal by implementing a coal production capacity reserve system [1] - There is a focus on constructing a new power system and developing supportive adjustable power sources, as well as cross-provincial and cross-regional transmission channels [1] Group 2: Agricultural Security - The initiative includes reinforcing food security by protecting arable land and enhancing high-standard farmland construction [1] - A new round of actions is planned to increase grain production capacity by a target of one billion jin (approximately 500 million kg) [1] Group 3: Supply Chain Resilience - The establishment of a comprehensive risk assessment and response mechanism for industrial and supply chains is prioritized [1] - The commission plans to promote major technological equipment breakthroughs and the reconstruction of industrial foundations to improve the resilience and security of supply chains [1]

Core Viewpoint - The coal power system should be regarded as a crucial infrastructure for the new energy system in China, emphasizing the need for technological development and institutional reforms to explore a suitable transition path for coal power [1][6][10] Group 1: Importance of Coal Power in the New Energy System - Coal power has historically been a significant component of China's energy system, and it is essential for supporting the rapid development of renewable energy sources like wind and solar [2][4] - The current coal power generation hours have decreased from approximately 5500 hours in the early 2000s to an expected 4200 hours in 2024, not due to reduced demand but due to its role in stabilizing renewable energy output [2][3] Group 2: Role of Coal Power in Energy Security - Coal power plays an irreplaceable role in ensuring stable electricity supply and maintaining energy security, especially as the share of unstable renewable energy sources increases [4][10] - Recent instances of power shortages in regions like Sichuan highlight the need for coal power to balance supply and demand during periods of renewable energy shortfall [4] Group 3: Technological Innovations and Flexibility - The existing coal power plants can be upgraded for flexibility and equipped with Carbon Capture and Storage (CCS) technology, allowing them to reduce emissions while providing necessary grid support [5][8] - The cost-effectiveness of retrofitting existing coal plants for flexibility is emphasized, as it can provide significant resources for grid balancing at a lower cost compared to building new storage facilities [5][9] Group 4: Policy Recommendations for Coal Power Transition - It is recommended to retain advanced coal power units and gradually reduce their operating hours instead of decommissioning them, ensuring they remain available for backup and regulation [7][10] - The development of CCS technology should be prioritized to lower costs and enhance the role of coal power in the new energy system [8] - Market reforms should be implemented to reflect the value of coal power as a flexible and backup energy source, ensuring adequate compensation mechanisms are in place [9]

Core Viewpoint - Shanxi province is advancing its energy development path by integrating traditional coal power with renewable energy sources, aiming for cost reduction and pollution mitigation while ensuring energy security and stability [1][2][3][4]. Group 1: Energy Supply and Integration - Shanxi has achieved over 50% of its installed capacity from renewable energy, necessitating enhanced support from traditional coal and thermal power [1]. - The province is implementing flexible modifications to coal power units to improve peak load capacity, ensuring that electricity supply can meet demand fluctuations [2]. - A new 20 MWh thermal storage system has been introduced to enhance the peak load response of coal-fired power plants, allowing for better management of energy supply during peak and low demand periods [2]. Group 2: Transmission and Stability - Shanxi is addressing the volatility of renewable energy by promoting integrated development between traditional and renewable energy sources, facilitating the absorption of renewable energy [3]. - The province has established a robust transmission network, including ±800 kV ultra-high voltage lines, capable of delivering 270 billion kWh of clean electricity annually to the Beijing-Tianjin-Hebei region [3]. - The energy transmission system is designed to support a maximum delivery capacity of 36 million kW, enhancing the stability and reliability of energy supply [3]. Group 3: Market Mechanisms - The real-time electricity market in Shanxi allows for dynamic pricing, where coal power plants adjust output based on the availability of renewable energy, optimizing market space for green energy [4]. - Over 21,000 market participants are engaged in the electricity spot market, which serves as an effective mechanism for energy dispatch and pricing [4]. - Shanxi aims to continue integrating energy security with green development, contributing to national energy security and the establishment of a strong energy nation [4].

元坝气田 雅砻江锦屏水电站 稻城乐拉光伏电站 德昌麻栗镇风电场（资料图片） 火热的6月，奋进的夏天，重大能源工程捷报频传—— 6月12日，作为四川电网2025年迎峰度夏重点工程，眉山西500千伏输变电工程投运，进一步优化了四川500千 伏电网结构。 6月13日，金沙江叶巴滩水电站首台机组转子成功吊装，标志着机组全面进入总装阶段，开启冲刺2025年底首 批机组投产发电倒计时。 6月15日，攀西电网优化改造工程全面建成投运，推动四川电网实现结构性升级。 2023年7月，习近平总书记在四川视察时强调，要科学规划建设新型能源体系，促进水风光氢天然气等多能互 补发展。近两年来，四川坚定不移落实习近平总书记相关指示要求，构建多能互补、水火互济的新型能源体系建 设迈出坚实步伐。 强化多能互补，能源安全保障能力持续增强 截至2024年底，四川清洁能源装机约占电力总装机的85%。其中，水电装机约占71%、"风电+光伏"装机约占 14%。为促进水风光氢天然气等多能互补发展，四川多措并举，多能互补的电源结构正逐步构建。 加快形成水电和风光双主体地位。水电作为基本盘，今年将实现装机突破1亿千瓦；风光作为增量盘，今年预 计建成风电11 ...

联盟单位汇聚了"源—网—荷—储—数据—创新"全链条要素。在成果展示区，71家成员单位划分为发电 链、电网链、负荷链、储能链、数据链、创新链6大产业链进行技术交流与成果展示。 张海峰介绍，作为联盟理事长单位，内蒙古电力（集团）有限责任公司将全力搭建高效平台，健全需求 对接、成果转化、利益共享机制，让技术研发从"实验室"加速走向"生产线"，让示范工程成为产业落地 的"样板间"，将内蒙古的能源优势转化为经济优势、创新优势。 （文章来源：新华财经） 会议表决通过了《能源电力企业产业科技创新联盟章程》，内蒙古电力（集团）有限责任公司成为联盟 理事长单位。 内蒙古电力（集团）有限责任公司党委书记、董事长张海峰介绍，联盟将以凝聚发展合力为核心，打破 行业壁垒，强化协同攻关，贯通产学研用，激活系统效能，通过联合技术研发、示范验证与产业布局， 共同完善产业链生态。 内蒙古作为国家重要能源基地，肩负着保障能源安全与推动绿色低碳转型的双重使命。当前，内蒙古新 能源总装机、发电量、绿电交易规模等位居全国前列，成为内蒙古地区经济增长的强劲动力源。联盟将 围绕新型电力系统、新型储能、氢能等前沿领域，系统性攻关"卡脖子"技术难题，为国家能 ...

Group 1 - China is the world's largest coal producer and consumer, with coal production expected to reach 4.78 billion tons and consumption at 4.81 billion tons in 2024, accounting for 66.6% and 53.2% of energy production and consumption respectively [1] - The coal industry in China has undergone significant structural reforms, leading to increased production capacity and improved safety, with production rising from 3.41 billion tons in 2016 to 4.78 billion tons in 2024, a growth of 40.18% [2] - Despite coal's dominant position, the rapid growth of non-fossil energy sources has raised concerns among industry professionals, with renewable energy generation capacity surpassing 2 billion kilowatts by April 2025, a year-on-year increase of 26% [2] Group 2 - The transition of coal's role in the energy structure is expected to evolve through four stages from now until 2060, with coal's position shifting from a primary energy source to a supporting role, while non-fossil energy sources will gradually take precedence [3] - A new energy system is being constructed, characterized by a shift from high-carbon to low-carbon and eventually to zero-carbon energy sources, with an emphasis on distributed energy systems and integrated supply-demand models [4] - The coal industry is transitioning from being viewed solely as a fuel source to being recognized as a raw material and material source, with a focus on creating an integrated ecosystem involving coal, new energy, storage, and hydrogen [6] Group 3 - Future coal industry policies are expected to prioritize quality over quantity, focusing on energy security, green transformation, technological innovation, and social equity, while facilitating an orderly exit from coal dependency [6][7] - The coal sector's strategic focus will include optimizing capacity, low-carbon demonstration projects, new energy integration, carbon trading, and the development of high-end coal-based materials [7] - The consensus among experts is that coal will continue to play a crucial role in ensuring energy security, particularly as renewable energy sources face challenges related to storage and volatility [6]