（来源：湖南省可再生能源学会） 12月18日，中国光伏行业协会"2025光伏行业年度大会"在西安召开，国家能源局新能源和可再生能源司 副司长桂小阳在致辞环节指出，2025年，对于我国光伏行业来说是极不平凡的一年。光伏行业整治内卷 式竞争持续高位推进，举措密集落地，产业链各环节的价格企稳回暖，竞争秩序逐步的修复。新能源全 面参与电力市场，绿电直连，促进新能源集成融合发展和消纳调控等政策也相继出台，为光伏高质量发 展指明了新的方向。 面对供给侧内卷式竞争、挤压创新空间以及需求侧消纳压力等挑战，桂小阳提出了三点建议： 一是坚定发展信心，在变革中把握确定性。信心源自于国家战略的坚定不移。 二是深化行业合作，在自律中破解发展难题。 三是要聚焦产业创新，在市场中找准发展方向。未来的光伏不仅是要看发了多少电，更要看在何时何 地、以何种价值发了电。要提升自身的调节能力，通过多能互补、光储、光热耦合、智能调控等方式优 化出力曲线，更好地匹配市场分时价格信号，努力扩大高价时段的光伏发电占比，提升对电力系统的贡 献和市场的话语权。 要满足多场景的应用需求，研发出更高效率、更长寿命、更强的环境适应性的产品，满足光伏治沙、农 业光伏、 ...

新华社北京12月20日电 （记者王悦阳） 2025年中央经济工作会议提出，"加快新型能源体系建设"。这 既是保障能源安全、赢得大国博弈主动的战略选择，也是实现碳达峰碳中和目标、推动绿色低碳发展的 必由之路。 建设新型能源体系，是在传统能源体系基础上，逐步建立以非化石能源为供应主体、化石能源为兜底保 障、新型电力系统为关键支撑、绿色智慧节约为用能导向，清洁低碳安全高效的能源体系。 当前，我国加快建设新型能源体系具备坚实基础。供给方面，能源自给率增至84％以上，煤炭、电力保 供水平世界一流，建成全球最大的可再生能源体系；消费方面，全社会用能低碳向绿大势所趋，绿电占 全社会用电比重接近四成，新能源汽车产销量连续10年居世界首位。 此外，我国建成了全球规模最大的清洁电力供应体系，清洁能源发展通过技术应用与模式创新形成了可 复制的实践成果。例如，在河北张家口，张北柔性直流电网工程，如同一条"电力高速公路"，将风光电 源源不断送至北京负荷中心，这项工程已累计向京津冀地区输送超过500亿度绿电，相当于减排二氧化 碳5043.94万吨；在山东沂南，4.9万千瓦的力诺光伏电站产生的清洁电力，正通过智能电网"就地扎 根"，就近汇 ...

日前召开的2026年全国能源工作会议提出要锚定初步建成新型能源体系的主要目标，即到2030年， 非化石能源消费比重达到25%，新能源发电装机比重超过50%、成为电力装机主体，为"十五五"时期能 源发展规划清晰路径。 新华社北京12月20日电（记者王悦阳）2025年中央经济工作会议提出，"加快新型能源体系建设"。 这既是保障能源安全、赢得大国博弈主动的战略选择，也是实现碳达峰碳中和目标、推动绿色低碳发展 的必由之路。 建设新型能源体系，是在传统能源体系基础上，逐步建立以非化石能源为供应主体、化石能源为兜 底保障、新型电力系统为关键支撑、绿色智慧节约为用能导向，清洁低碳安全高效的能源体系。 当前，我国加快建设新型能源体系具备坚实基础。供给方面，能源自给率增至84%以上，煤炭、电 力保供水平世界一流，建成全球最大的可再生能源体系；消费方面，全社会用能低碳向绿大势所趋，绿 电占全社会用电比重接近四成，新能源汽车产销量连续10年居世界首位。 此外，我国建成了全球规模最大的清洁电力供应体系，清洁能源发展通过技术应用与模式创新形成 了可复制的实践成果。例如，在河北张家口，张北柔性直流电网工程，如同一条"电力高速公路"，将风 ...

Core Viewpoint - The completion and operation of the Jinshang-Hubei ±800 kV UHVDC project is a significant milestone for China's energy transition, enhancing the optimization of clean energy distribution and ensuring energy security [2][3]. Group 1: Project Overview - The Jinshang-Hubei project spans approximately 1900 kilometers, connecting the upper reaches of the Jinsha River in Tibet and Sichuan to Hubei, with a total capacity of 8 million kilowatts [3]. - It is the first UHVDC project to be implemented in high-altitude areas, overcoming numerous technical and logistical challenges [3][5]. Group 2: Strategic Importance - This project serves as a crucial channel for the "West-to-East Power Transmission" strategy, significantly improving the ability to balance power supply and demand across regions [4]. - It supports the development of a new energy system and aligns with national strategies for high-quality development in central China and the western region [4]. Group 3: Environmental Impact - The project is expected to deliver approximately 40 billion kilowatt-hours of clean electricity annually, replacing about 12 million tons of standard coal and reducing carbon dioxide emissions by around 30 million tons [4]. - It plays a vital role in promoting the large-scale development and efficient utilization of renewable energy resources [4]. Group 4: Technological Innovations - The project introduces a pioneering site-separated cascading technology, enhancing operational flexibility and marking a significant advancement in UHV technology [5]. - It has developed specialized equipment for high-altitude conditions, achieving world-leading standards in UHV transmission technology [5]. Group 5: Future Outlook - The State Grid Corporation plans to continue enhancing grid construction and resource optimization to support high-quality economic development and modernization efforts in China [6].

Core Insights - The 2025 New Energy Development Conference was held in Dunhuang, Gansu, focusing on the achievements and future opportunities in the new energy sector during the 14th Five-Year Plan period [1][2] - Gansu province has made significant progress in both traditional industry upgrades and the development of new energy sectors, with a focus on creating a comprehensive industrial chain [1] Group 1: Industry Development - Gansu's new materials industry is projected to reach a value of 130.5 billion yuan by 2024, while the new energy and new energy equipment manufacturing industry is expected to reach 83 billion yuan [1] - The province's installed capacity of new energy reached 77.62 million kilowatts, accounting for 64.1% of the total installed capacity, achieving its 14th Five-Year Plan goals ahead of schedule [1] - Gansu's new energy installed capacity is expected to exceed 80 million kilowatts by the end of this year, which is 3.4 times that of the end of the 13th Five-Year Plan [3] Group 2: Policy and Strategic Initiatives - The province has implemented a series of policy improvements and major project constructions, resulting in five key transformations in the energy sector [2] - These transformations include the shift of new energy from a supplementary power source to a main power source, and the evolution of the equipment manufacturing industry from a fragmented approach to a clustered model [2] - Gansu aims to establish itself as a significant base for new energy and new energy equipment manufacturing in China, with ongoing efforts to enhance resource regulation and grid connectivity [2]

Core Viewpoint - The National Development and Reform Commission, along with several other ministries, has released the "Key Areas Benchmark Levels and Baseline Levels for Clean and Efficient Utilization of Coal (2025 Edition)," which updates the standards for coal utilization compared to the 2022 version [1] Group 1: Policy Updates - The 2025 edition includes new indicators for coal consumption in coal-fired power generation and coal-to-natural gas processes, reflecting updates based on national standards and policies from the past three years [1] - The notification emphasizes the need for categorized implementation of upgrades to enhance utilization levels, leveraging existing policy tools and mechanisms [1] Group 2: Implementation Strategy - The National Development and Reform Commission will coordinate with relevant departments to guide and supervise local entities, ensuring responsibility is enforced and work arrangements are detailed [1] - There is a focus on accelerating the pace of coal utilization upgrades to support the development of a clean, low-carbon, safe, and efficient new energy system [1]

Core Viewpoint - China has successfully proposed the "Marine Energy Conversion System Standard System and Roadmap," marking its first leadership in establishing international standards in the new energy sector, supported by countries like the USA, Canada, UK, India, Italy, and Sweden [1]. Group 1 - The international standard system for marine energy conversion will serve as a guiding document, analyzing existing international standards' shortcomings and proposing future standard planning and priorities [1]. - The establishment of this standard system is expected to significantly support China's "dual carbon" strategy and the construction of a new energy system, while also providing a "Chinese solution" for the global marine energy industry [1]. Group 2 - Marine energy is recognized as a typical clean energy source with renewability, wide distribution, and low pollution, making its development strategically significant for optimizing China's energy structure and promoting blue economy development [2]. - China's marine energy industry is experiencing rapid growth, achieving key technological breakthroughs and the construction of demonstration projects, including the world's first megawatt-level floating wave energy generation device and a tidal energy project that has been stably connected to the grid for over eight years [2].

Core Viewpoint - The proposal for the "Marine Energy Conversion System Standard System and Roadmap" has been successfully established as an international standard by the International Electrotechnical Commission (IEC), marking a significant breakthrough for China's international standards in marine energy [1]. Group 1: International Standard Development - The international standard system is a leading document in the field of marine energy conversion technology standards, addressing the current technological roadmap, application status, and industry development [1]. - The standard identifies deficiencies and gaps in existing international standards and proposes a series of standard planning suggestions and priorities for future development [1]. - This initiative is supported by countries such as the United States, Canada, the United Kingdom, India, Italy, and Sweden, highlighting its global significance [1]. Group 2: Strategic Importance of Marine Energy - Marine energy is recognized as a clean energy source with renewability, wide distribution, and low pollution, making its development crucial for optimizing China's energy structure and promoting blue economy development [2]. - The marine energy industry in China has entered a rapid development phase, achieving key technological breakthroughs and the construction of demonstration projects [2]. - Notable achievements include the establishment of the world's first megawatt-level floating wave energy generation device and the first stable grid-connected megawatt-level tidal energy project that has been operational for over eight years [2].

Core Insights - The report highlights the signing of an agreement among the US and eight countries, including Japan and Australia, to strengthen the rare earth supply chain [4] - It notes that China's new social financing in November reached 2.49 trillion yuan, with new RMB loans amounting to 390 billion yuan [4] - The report mentions that the UK experienced an unexpected contraction in GDP in October [4] Economic Data - The Baltic Dry Index closed at 2205.00, down 3.88% [5] - The Nasdaq Index closed at 23195.17, down 1.69%, while the Dow Jones Industrial Average closed at 48458.05, down 0.51% [5] - The ICE Brent crude oil price was reported at 61.22, down 0.10% [5] - The Hong Kong Hang Seng Index closed at 25976.79, up 1.75% [5] - The Shanghai Composite Index closed at 3889.35, up 0.41% [5]

Core Viewpoint - Green development is emphasized as the foundation for high-quality development, with a focus on establishing a strong energy nation and accelerating the construction of a new energy system [1] Group 1: Energy Policy and Development - The government plans to formulate a comprehensive energy strong nation construction plan and accelerate the establishment of a new energy system [1] - There will be an emphasis on the clean and efficient utilization of fossil energy and the expansion of green electricity applications [1] Group 2: Carbon Emission Control - The year 2024 marks the transition from dual control of energy consumption to dual control of carbon emissions, with a proactive approach to achieving carbon peak [1] - Key industries will undergo energy-saving and carbon reduction transformations, and the construction of a national carbon emissions trading market will be strengthened [1] Group 3: New Growth Areas - The government aims to cultivate new growth points such as hydrogen energy and green fuels, alongside the establishment of zero-carbon parks and factories [1]