美国众议院议长约翰逊预计众议院将于本周初复会 参议院共和党领袖图恩称将确保政府停摆相关协议能在今日上午通过参议院 瑞士接近与美国达成贸易协议 巴菲特谢幕信：年底卸任后将保持低调，加快遗产捐赠，向接班人阿贝尔表达支持 国务院办公厅印发《关于进一步促进民间投资发展的若干措施》 男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 国家发展改革委、国家能源局发布促进新能源消纳和调控的指导意见 市场盘点 周一，因美国政府或将恢复运转的迹象提振了市场风险情绪，美元指数在100关口下方震荡，最终收涨0.06%，报99.59；基准的10年期美债收益最终收报 4.121%，对美联储政策利率敏感的2年期美债收益率收报3.601%。 现货黄金大幅回升，日内大涨逾100美元，并重回4110美元上方，创下两周多以来的新高，最终收涨2.85%，收报4115.62美元/盎司；现货白银重回50美元关 口上方，最终收涨4.45%，报50.49美元/盎司。 原油小幅收涨，WTI原油在美盘时段一度跌至59.50美元的日内低点，随后收复日内大部分失地并 ...

Group 1: Policy Initiatives on Renewable Energy - The National Development and Reform Commission and the National Energy Administration released guidelines to promote the consumption and regulation of renewable energy, emphasizing the need to upgrade intelligent control technologies and accelerate the application of advanced technologies like AI, big data, and cloud computing in the coordination of main and distributed microgrids [1] - The guidelines call for breakthroughs in large-capacity long-duration energy storage technologies, including innovations in flow batteries, compressed air storage, and gravity storage, as well as enhancing the flexible regulation capabilities of newly built pumped storage power stations [2] - The policy aims to establish a market rule system that accommodates renewable energy participation in electricity markets, supporting direct trading models for distributed renewable energy and storage [3] Group 2: Future Goals for Energy Systems - By 2030, a multi-level renewable energy consumption regulation system is expected to be established, ensuring the integration and efficient operation of renewable energy sources, with an annual demand for 200 million kilowatts of new energy consumption to be met [4] - By 2035, a new power system compatible with a high proportion of renewable energy is projected to be fundamentally established, further improving the renewable energy consumption regulation system [4] Group 3: Development of Application Scenarios - The Guangdong Provincial Development and Reform Commission plans to expand major application scenarios in areas such as unmanned systems and intelligent manufacturing, focusing on promoting and implementing significant application scenarios [5] - The Ministry of Science and Technology aims to strengthen the development of key core technologies and their transformation into practical applications, emphasizing a coordinated approach to technology development, standard formulation, and industry cultivation [6] - Anhui Province is set to implement a quantum information application scenario initiative, targeting the establishment of 300 application scenarios by the end of 2025 and 1,000 by 2027 [7][8] Group 4: Enhancing Scene Supply and Application - The State-owned Assets Supervision and Administration Commission will collaborate with relevant departments to enhance the supply of high-value application scenarios and promote the integration of technological and industrial innovation [9] - The National Development and Reform Commission supports the construction of comprehensive major scenarios and high-value small-scale scenarios, aiming to create a positive cycle of scenario release, application, feedback, and optimization [10] - Emphasizing the importance of collaboration, the National Development and Reform Commission highlights the need for standardized logistics to reduce costs and improve efficiency in multi-scenario integration [11]

11月10日，国家发展改革委、国家能源局联合发布《关于促进新能源消纳和调控的指导意见》（下称 《意见》），聚焦新能源大规模开发与高质量消纳的核心命题，提出分阶段目标及七大重点任务，旨在 构建适配高比例新能源的新型电力系统，支撑碳达峰及国家自主贡献目标。 能源领域专家和企业负责人在接受上海证券报记者采访时表示，分类引导各类新能源有序发展、增强新 型电力系统适配能力将成为关键。发电、电网、输配电设备制造等领域的大型央企已推进相应布局。 开发规模持续扩大 新能源需分类有序发展 当前，我国新能源发展正处于由规模化扩张向高质量转型的关键阶段：尽管开发规模持续扩大，但消纳 机制不完善、系统适配能力不足、市场化程度不高等问题仍较突出，部分地区新能源弃电现象时有发 生，跨区域资源配置效率有待提升，成为制约新能源产业持续健康发展的瓶颈。 新能源装机规模还将成倍增长。9月24日，我国在联合国气候变化峰会上宣布新一轮自主贡献目标，明 确2035年全国风电、太阳能发电总装机容量要达到2020年的6倍以上，力争达到36亿千瓦以上。截至今 年9月底，我国风电、太阳能发电总装机已突破17亿千瓦；要实现2035年自主贡献目标，未来10年每年 ...

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote the consumption and regulation of renewable energy, aiming to establish a new power system that accommodates a high proportion of renewable energy by 2035, supporting carbon peak and national contribution goals [1][3]. Overall Requirements - The guidelines emphasize a multi-layered renewable energy consumption and regulation system to be established by 2030, ensuring that new electricity demand is primarily met by renewable energy generation, with a target of accommodating over 200 million kilowatts of new renewable energy annually [3][4]. Classification Guidance for Renewable Energy Development and Consumption - The guidelines propose coordinated development and consumption strategies for renewable energy bases in desert and arid regions, optimizing water and wind power integration, and promoting orderly development of offshore wind energy [4][5]. New Models and Innovative Development - The document encourages innovative development models for renewable energy, including integrated development of green hydrogen and other green fuels, and the promotion of local consumption of renewable energy in industrial parks and buildings [6][7]. Enhancing Adaptability of New Power Systems - The guidelines call for improvements in system regulation capabilities, including the construction of pumped storage power stations and advanced storage technologies, to enhance the adaptability of the power system to renewable energy [8][9]. Market System for Renewable Energy Consumption - The guidelines aim to expand a multi-level market system for renewable energy consumption, promoting flexible trading mechanisms and establishing rules for renewable energy participation in the electricity market [11][12]. Technological Innovation Support - The document highlights the need for breakthroughs in efficient renewable energy generation technologies and flexible regulation technologies, as well as advancements in grid operation technologies to support high proportions of renewable energy [13][14]. Management and Monitoring Mechanisms - The guidelines stress the importance of optimizing management mechanisms for renewable energy consumption, clarifying responsibilities among various stakeholders, and establishing monitoring and regulatory frameworks to ensure compliance with renewable energy consumption targets [15][16].

Core Viewpoint - The article emphasizes the importance of establishing a new power system that can accommodate a high proportion of renewable energy by 2035, with a focus on improving the renewable energy consumption and regulation system, and enhancing the role of a unified national electricity market in resource allocation [4][5]. Group 1: Overall Requirements - The new energy consumption and regulation measures aim to support the construction of a new energy system and power system, with a target to establish a multi-level renewable energy consumption regulation system by 2030 [4]. - By 2035, a new power system that can adapt to a high proportion of renewable energy will be fundamentally established, ensuring efficient consumption and optimization of renewable energy across the country [4]. Group 2: Classification Guidance for Renewable Energy Development and Consumption - The strategy includes promoting the development of renewable energy bases in desert and barren areas, ensuring both local consumption and external delivery [5]. - It emphasizes the optimization of integrated development and consumption of hydropower, wind, and solar energy, particularly in the southwestern regions [6]. - The plan also includes orderly development of offshore wind power and enhancing the capacity for local consumption in coastal areas [6]. Group 3: New Models and Innovative Development for Renewable Energy Consumption - The article discusses the innovation of integrated development models for renewable energy, supporting the establishment of a collaborative industrial system in resource-rich areas [7]. - It encourages the integration of renewable energy with traditional industries, promoting the transfer of high-energy-consuming industries to regions with clean energy advantages [7]. - New business models for nearby consumption of renewable energy, such as smart microgrids and integrated source-grid-load-storage systems, are also highlighted [8]. Group 4: Enhancing the Adaptability of the New Power System to Renewable Energy - The article outlines the need to improve system regulation capabilities, including the construction of pumped storage power stations and advanced storage technologies [9]. - It emphasizes the importance of enhancing the grid's capacity to accept renewable energy, optimizing the national electricity flow, and expanding transmission channels [10]. Group 5: Improving the National Unified Electricity Market System for Renewable Energy Consumption - The article calls for the expansion of a multi-level market system for renewable energy consumption, promoting flexible trading mechanisms and enhancing the role of the spot market [11]. - It also discusses the establishment of market rules that accommodate the characteristics of renewable energy generation and distribution [12]. Group 6: Strengthening Technological Innovation Support for Renewable Energy Consumption - The article highlights the need for breakthroughs in efficient renewable energy generation technologies, including advancements in photovoltaic and wind power technologies [13]. - It also emphasizes the importance of developing flexible regulation technologies and enhancing grid operation technologies to support high proportions of renewable energy [14]. Group 7: Assurance Measures - The article outlines the need for optimized management mechanisms for renewable energy consumption, including setting regional utilization rate targets and comprehensive evaluation methods [15]. - It stresses the importance of clear responsibility divisions among various stakeholders, including government agencies, grid companies, and power generation enterprises [15].

11月10日，国家发展改革委、国家能源局发布促进新能源消纳和调控的指导意见（以下简称《意 见》）。该文件聚焦新能源大规模开发与高质量消纳，提出分阶段目标及七大重点任务，旨在构建适配 高比例新能源的新型电力系统，支撑碳达峰及国家自主贡献目标。 《意见》提出，到2030年，协同高效的多层次新能源消纳调控体系基本建立，持续保障新能源顺利接 网、多元利用、高效运行，新增用电量需求主要由新增新能源发电满足。满足全国每年新增2亿千瓦以 上新能源合理消纳需求，助力实现碳达峰目标。到2035年，适配高比例新能源的新型电力系统基本建 成，新能源消纳调控体系进一步完善。 全文如下： 国家发展改革委 国家能源局关于促进 新能源消纳和调控的指导意见 发改能源〔2025〕1360号 各省、自治区、直辖市、新疆生产建设兵团发展改革委、能源局，北京市城市管理委员会，天津市工业 和信息化局、辽宁省工业和信息化厅、上海市经济和信息化委员会、重庆市经济和信息化委员会、甘肃 省工业和信息化厅，国家能源局各派出机构，有关中央企业： 为全面贯彻党的二十大和二十届历次全会精神，落实《中华人民共和国能源法》，完善新能源消纳和调 控政策措施，有力支撑新型能 ...

【导读】国家发展改革委、国家能源局发布《关于促进新能源消纳和调控的指导意见》 中国基金报记者 晨曦 事关新能源，重磅消息来了！ 11月10日，国家发展改革委、国家能源局发布《关于促进新能源消纳和调控的指导意见》（以下简称《指导意见》）。 《 指导意见 》 提出 ， 到2030年，协同高效的多层次新能源消纳调控体系基本建立 ，持续保障新能源顺利接网、多元利用、高效运行，新 增用电量需求主要由新增新能源发电满足。新型电力系统适配能力显著增强，系统调节能力大幅提升，电力市场促进新能源消纳的机制更加 健全，跨省跨区新能源交易更加顺畅，满足全国每年新增2亿千瓦以上新能源合理消纳需求，助力实现碳达峰目标。 到2035年，适配高比例新能源的新型电力系统基本建成，新能源消纳调控体系进一步完善 ， 全国统一电力市场在新能源资源配置中发挥基 础作用，新能源在全国范围内优化配置、高效消纳，支撑实现国家自主贡献目标。 国家发展改革委、国家能源局统筹推进新能源消纳和调控工作，指导各省份优化新能源利用率目标和开发规模。各省级能源主管部门是统筹 保障本地区新能源消纳的责任主体，全面组织落实各项消纳举措，实现消纳目标。电网企业是保障新能源接 ...

国家发展改革委、国家能源局发布促进新能源消纳和调控的指导意见，意见提出，推动海上风电规范有 序开发与消纳，落实海洋经济高质量发展要求，科学布局海上风电，继续推动近海风电开发，有序推动 深远海风电基地建设。 国家发展改革委、国家能源局发布促进新能源消纳和调控的指导意见。意见提出，推动海上风电规范有 序开发与消纳。落实海洋经济高质量发展要求，科学布局海上风电，继续推动近海风电开发，有序推动 深远海风电基地建设。统筹优化海上输电网络，集约化布局海缆廊道和登陆点，实现海上风电基地集中 送出，主要在沿海地区就近消纳。 ...

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote the consumption and regulation of renewable energy, focusing on improving the market rules for renewable energy participation in the electricity market [1] Group 1: Market Participation - The guidelines propose the establishment of integrated trading rules for "sand and desert" and hydropower-wind-solar renewable energy bases to participate in the market [1] - Support for distributed renewable energy, energy storage, and virtual power plants to engage in direct trading and aggregation models in the electricity market [1] - Research will be conducted to facilitate direct trading between renewable energy producers and users across provinces and regions [1] Group 2: Market Mechanisms - The guidelines aim to develop market pricing methods that align with the characteristics and distribution patterns of renewable energy generation [1] - Improvements to electricity market price limit mechanisms are encouraged to enhance the role of price signals in guiding renewable energy consumption [1] Group 3: Green Certificate Market - There is an emphasis on promoting the high-quality development of the green certificate market [1] - The guidelines advocate for the coordination of the "electricity-certificate-carbon" market to accurately reflect the environmental value of renewable energy [1]

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote the consumption and regulation of renewable energy, emphasizing the need to enhance system adjustment capabilities [1] Group 1: System Adjustment Capabilities - The guidelines call for accelerating the construction of leading reservoir hydropower stations and the expansion and renovation of hydropower capacity [1] - There is a strong push for the construction of pumped storage power stations to effectively utilize peak shaving and valley filling functions [1] Group 2: Advanced Energy Storage - The guidelines advocate for the development of advanced, safe, and efficient new energy storage technologies to tap into the potential of renewable energy integration [1] - The aim is to improve the utilization level of energy storage systems [1] Group 3: Flexible Energy Sources - The guidelines suggest a moderate layout of peak-shaving gas power plants [1] - It encourages the construction of solar thermal power stations based on local conditions [1] Group 4: Coal Power Transition - The guidelines promote the upgrading of the new generation of coal power and the replacement of coal-fired self-supplied power plants with renewable energy sources [1] Group 5: Virtual Power Plants - The guidelines highlight the role of virtual power plants in aggregating load-side adjustment resources and expanding the scale of vehicle-grid interaction applications [1]