人民财讯12月19日电，12月18日，中国国家能源局副局长万劲松在京会见埃克森美孚全球高级副总裁魏 捷凯，双方就天然气在能源绿色低碳转型中的角色、CCUS(二氧化碳捕集、利用与封存)、低碳氢能、 产品碳计量等议题交换意见。 魏捷凯介绍了埃克森美孚在全球特别是在中国的业务进展，表示愿继续加大对华投入，持续深化各领域 务实合作。 万劲松表示，埃克森美孚作为全球知名的大型跨国能源公司，是中国油气企业的老朋友，双方在多年紧 密合作中取得了互利共赢的良好成效。中国欢迎包括埃克森美孚在内的各国企业共享中国能源发展的新 一轮机遇，共创合作新成果。 ...

Core Viewpoint - The meeting between China's National Energy Administration and ExxonMobil highlights the importance of natural gas in the green and low-carbon energy transition, as well as the potential for collaboration in areas such as CCUS, low-carbon hydrogen, and product carbon measurement [1][3][4]. Group 1 - The Vice Administrator of the National Energy Administration, Wan Jinsong, emphasized the long-standing partnership between Chinese oil and gas companies and ExxonMobil, noting the mutual benefits achieved through years of close cooperation [3]. - Wan expressed China's openness to global companies, including ExxonMobil, to share in the new opportunities presented by China's energy development [3]. - ExxonMobil's Senior Vice President, Wei Jie Kai, discussed the company's business progress globally and in China, indicating a willingness to increase investment and deepen practical cooperation across various fields [4].

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].

国家能源局12月15日公布预测，2025年中国全社会用电量将首次突破10万亿千瓦时，这是2015年全国用 电量约两倍。这个数字超越了欧盟、俄罗斯、印度和日本2024年用电量的总和。 中国电力企业联合会统计与数智部副主任蒋德斌指出："这一量级在全球范围内尚属首次。" 这不仅是 规模的突破，更是中国经济与能源发展进程中的重要里程碑。 产业引擎 用电量跃升背后，是中国经济结构的深层次变化。与过往经济周期不同，本轮用电量增长的主要驱动力 来自高技术产业和装备制造业。 从电表的跳动中，我们可以窥见中国经济的两幅面孔：一方面，高端制造和数字经济正在成为电力消耗 的新引擎；另一方面，全球规模最大的电力系统支撑着这个庞大的能源需求。 数据里程碑 中国的电力消费今年达到了一个前所未有的量级。国家能源工作会议上的数据显示，2025年全社会用电 量预计将首次突破10万亿千瓦时。 这个数字标志着中国成为全球第一个用电量达到10万亿级别的经济体。 从纵向看，这一数字是2015年中国全年用电量的约两倍；从横向比较，中国一年的用电量已经超过了欧 盟、俄罗斯、印度和日本这些主要经济体去年用电量的总和。 能源支撑 支撑如此庞大用电需求的，是中 ...

国网四川电力建设部副主任蓝健均介绍，金上到湖北特高压工程有力推动金沙江上游水风光一体化基地规模化开发，使四川富余水电在更大范 围内优化配置，促进川藏高原清洁能源消纳，将西部地区资源优势转化为经济优势。 国网湖北电力特高压工程建设管理办公室副主任吴子良介绍，工程投运后，每年输电能力相当于湖北省全年用电量的六分之一。不仅能大幅提 升湖北区外受电的清洁化比例，还能增强电力余缺互济、时空互补能力，助力湖北实现从"外电入鄂"到"绿电入鄂"的升级。 央视网消息：记者从国家电网了解到，12月18日零时，我国首个进入川藏高原腹地的特高压工程——国家电网金上到湖北正负800千伏特 高压直流输电工程建成投运。 据介绍，工程总投资334亿元，起于金沙江上游，途经西藏、四川、重庆、湖北4省（区、市），止于湖北黄石大冶换流站，输电距离近1900公 里。 工程全面投运后，每年可向华中地区输送近400亿千瓦时清洁电能，可替代标准煤约1200万吨，减排二氧化碳约3000万吨。 记者从国家电网获悉，2025年国家电网持续加大电网投资建设力度，全年建成投运4条特高压直流输电工程，电网建设规模与强度创历史新 高。 2025年，国家电网加快推进重大 ...

Core Viewpoint - The article highlights the recent performance of Goldwind Technology (02208), which saw a stock increase of over 3% following the 2026 National Energy Work Conference, emphasizing the push for higher energy security and a green low-carbon transition in China's energy sector [1]. Group 1: Company Performance - Goldwind Technology's stock rose by 3.31%, reaching HKD 13.75, with a trading volume of HKD 148 million [1]. Group 2: Industry Developments - The 2026 National Energy Work Conference in Beijing emphasized the need for enhanced energy security and a transition to green low-carbon energy, aiming for over 200 million kilowatts of new wind and solar power installations in the year [1]. - Citigroup's report indicated a decline in several mainland public utility stocks, attributing this to conservative guidance from the National Energy Administration regarding next year's targets for new wind and solar installations, as well as a cautious stance on hydropower and nuclear development [1]. - The report suggests that the forecast of exceeding 200 GW for wind and solar installations next year may be underestimated, and anticipates increased capital expenditure on hydropower and nuclear projects during the 14th Five-Year Plan to meet emission reduction goals [1]. - There is an expectation for accelerated growth in global energy storage system (ESS) demand [1].

Core Viewpoint - The completion and operation of the Jinshang-Hubei ±800 kV UHVDC project is a significant milestone for China's clean energy transition and energy security, facilitating the optimization of energy resources across regions and supporting the country's green low-carbon transformation [1][3]. Group 1: Project Overview - The Jinshang-Hubei project is the first UHVDC project to penetrate the Tibetan Plateau, with a transmission distance of nearly 1900 kilometers and a rated capacity of 8 million kilowatts [3][4]. - The project connects the clean energy resources from the upper reaches of the Jinsha River in Tibet and Sichuan to Hubei, enhancing the power supply and energy security in the region [3][6]. Group 2: Strategic Importance - This project serves as a crucial addition to the "West-to-East Power Transmission" strategy, significantly improving the ability to balance power supply and demand across regions [6][7]. - It supports the high-quality development of the central region and the construction of a new development pattern in China, providing robust power support for national strategies [6][7]. 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 [7][8]. - It promotes the large-scale development and efficient utilization of renewable energy, contributing to the achievement of carbon reduction goals and the construction of an ecological civilization [7][8]. Group 4: Technological Innovations - The project introduces a pioneering site-separated cascading technology for UHVDC, enhancing operational flexibility and marking a significant breakthrough in high-altitude UHV technology [8][10]. - It has developed specialized equipment for high-altitude conditions and successfully implemented rapid circuit breakers that meet extreme environmental requirements, showcasing China's leadership in UHV transmission technology [8][10]. Group 5: Construction Challenges - The project faced significant challenges due to its high-altitude construction environment, including harsh weather, complex geology, and logistical difficulties [10][11]. - A comprehensive safety and ecological protection system was established to address these challenges, achieving a record of zero accidents during construction [10][11].

Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology (02208), which saw its stock price increase by 3.31% to HKD 13.75, with a trading volume of HKD 148 million [1] - The 2026 National Energy Work Conference emphasized the need for higher levels of energy security and the promotion of green and low-carbon energy transitions, aiming for over 200 million kilowatts of new wind and solar power installations in the year [1] - Citigroup's report indicated a decline in several mainland public utility stocks due to conservative guidance from the National Energy Administration regarding next year's targets for new wind and solar installations, as well as a cautious stance on hydropower and nuclear power development [1] Group 2 - Citigroup believes that the forecast of exceeding 200 GW for wind and solar installations next year may be underestimated based on historical data, and anticipates increased capital expenditure for hydropower and nuclear projects during the 14th Five-Year Plan to meet emission reduction targets [1] - The report also predicts accelerated demand for global energy storage systems (ESS) [1]

新华社北京12月18日电 国家电网12月18日宣布，金上—湖北±800千伏特高压直流输电工程建成投运， 这是首条深入川藏高原腹地的特高压直流输电工程，对于推动清洁能源跨区优化配置、促进能源绿色低 碳转型、提升国家能源安全保障能力具有重大意义。 金上—湖北工程起于金沙江上游，途经西藏、四川、重庆、湖北四省（自治区、直辖市），送端在西藏 昌都和四川甘孜分别建设卡麦和帮果两座换流站，汇集金沙江上游的水电和新能源；受端在湖北黄石建 设大冶换流站，接入华中特高压交流骨干网架。工程采用±800千伏额定电压、800万千瓦额定容量的"双 八百"特高压直流输电技术，输电距离近1900公里。 此工程是全球首个在高海拔地区成功应用分址级联技术的特高压直流输电工程，把原本集中在一个换流 站的直流输电系统，拆分成两个地理位置分开的换流站协同工作，提升了系统运行的灵活性，是特高压 直流进入技术"创新区"、地域"空白区"和施工"无人区"的典型工程。 工程投运后每年可输送清洁电能约400亿千瓦时，相当于替代标准煤约1200万吨，减排二氧化碳约3000 万吨。工程将有力推动金沙江上游水风光一体化基地的规模化开发，优化送端能源结构，同时为华中负 ...

我国能源绿色低碳转型步伐加快，中国广核（003816）(003816.SZ、01816.HK)又有核电机组全面建 设。 12月16日晚间，中国广核发布的公告显示，公司的合营企业福建宁德第二核电有限公司的宁德6号机组 开始全面建设，进入土建施工阶段。 长江商报记者发现，2025年以来，中国广核已公布了三座核电机组全面建设的公告，总装机容量达 3669MW(兆瓦)。 值得一提的是，三座核电机组均采用华龙一号核电技术。 "华龙一号"是在30多年来我国核电站设计、建设、运营及研发所积累的经验、技术和人才基础上，研发 的具有自主知识产权的三代百万千瓦级核电技术。 此外，近日，国家能源局介绍，2025年我国新核准开工建设核电机组10台，在运在建核电机组达到112 台、装机1.25亿千瓦。 宁德核电项目分两期实施 12月16日晚间，中国广核发布的公告显示，公司的合营企业福建宁德第二核电有限公司的宁德6号机组 已于2025年12月16日进行核反应堆主厂房第一罐混凝土浇筑(FCD)，即宁德6号机组于该日开始全面建 设，进入土建施工阶段。 公告显示，宁德6号机组采用华龙一号核电技术，单台机组容量为1210MW。 宁德核电项目位于 ...