Core Insights - The report focuses on the collaborative energy transition from the demand side, emphasizing the importance of demand-side resources in ensuring power system security, enhancing energy efficiency, and promoting renewable energy consumption, using Guangdong as a case study [1][15]. Market Mechanism - The report suggests constructing a multi-dimensional market framework and a demand-side resource pool sharing mechanism to transform dispersed resources into observable, measurable, and credible trading units through digital technology [2][16]. - Guangdong has developed a dual-track operation mechanism of "dispatch-marketing," which avoids resource duplication risks through priority clearing and data transmission logic, enabling flexible market integration [2][16]. Government Governance - A three-tier governance system is proposed, categorizing responsibilities at the national, provincial, and municipal levels to ensure effective resource allocation and management [2][16]. - The report advocates for revising laws to clarify the status and rights of new entities, establishing mandatory standards to break data barriers, and enhancing the dual-track market of "electricity + capacity" in Guangdong [2][16][18]. Demand-Side Resource Development - Demand-side resources include user-side loads, energy storage, virtual power plants, and load aggregators, with significant development potential in Guangdong, expected to reach 13.35 million kilowatts by 2025, accounting for 8.1% of the province's maximum load [1][19]. - The report identifies five operational models for demand-side resource development, including direct participation in demand response and vehicle-grid interaction, while highlighting existing challenges such as visibility and market pathways [1][19]. Policy Support - The report outlines the evolution of policies supporting demand-side resource development, transitioning from administrative control to market mechanisms, and emphasizes the need for a diversified participation framework [36][37]. - It highlights the importance of new operational entities, such as virtual power plants and energy service providers, in enhancing energy efficiency and reducing carbon emissions [36][37].

本报海西讯 （记者 李庆玲） 2025年12月28日上午，青海众控德令哈35万千瓦光热发电示范（试点）项 目在海西蒙古族藏族自治州德令哈市正式破土动工。青海众控太阳能发电有限公司项目相关负责人介 绍，该项目是全球在建及规划中装机规模最大、储能容量最大的塔式光热发电项目，其开工建设标志着 全球光热发电领域迈入发展新阶段。 据了解，该项目总投资约55.67亿元，核心亮点在于配置14小时超长储能系统，将有效破解新能源日盈 夜亏的行业难题。项目建成后，预计年发电量达9.85亿千瓦时，可满足50万户家庭全年清洁用电需求， 每年将节约标煤29.5万吨，减排二氧化碳153.03万吨。 根据国家发展改革委、国家能源局日前联合发布的《关于促进光热发电规模化发展的若干意见》总体目 标，到2030年我国光热发电总装机规模将力争达到1500万千瓦左右，度电成本与煤电基本相当。青海众 控德令哈35万千瓦光热发电示范（试点）项目作为响应国家战略的重点项目，不仅为后续大型光热项目 建设积累宝贵经验，更是青海打造国家清洁能源产业高地的关键举措，为我国"双碳"目标实现提供重要 实践支撑。项目投运后，将显著增强电网调峰能力，提升新能源消纳水平， ...

用绿电生产绿品，正是云南以绿色能源赋能产业转型升级的生动实践。从电解铝到硅光伏、新能源电 池，从鲜花、咖啡到文旅康养，源源不断的绿电有力支撑传统产业转型升级，特色产业做大做强，新兴 产业加快崛起，助力企业认证绿色产品、创建绿色工厂、打造零碳园区，全方位赋能经济社会发展全面 绿色转型。 不仅如此，我省一批零碳园区加快建设，其中，大理祥云经开区、曲靖经开区入选国家级零碳园区建设 名单；首批确定4个绿电直连项目，将推动绿电就地就近消纳约11亿千瓦时，满足企业绿色用能需求， 提升云南制造出海竞争力；依托通信时延优势，我省加快布局"绿电+智算"新赛道，推动绿色能源与数 字产业深度融合。 滚滚江水上、崇山峻岭间，水电站机组高速运转，"大风车"迎风旋转，光伏板"逐光生金"，源源不断的 绿电跨越千里点亮万家灯火；智慧工厂、零碳园区，"以绿制绿"正重构产业生态，各行业以更低能耗、 更少排放加速绿色蜕变。 从降碳、减排到治污、增绿，云南高质量发展的强劲脉搏里涌动着浓浓绿意。 "要建立健全绿色低碳循环发展经济体系，加快产业、能源、交通、城乡建设、消费等重点领域绿色转 型。""加快绿色低碳发展，拓宽绿水青山向金山银山转换的渠道"，省 ...

今日，中核集团旗下中国核电投资控股的漳州核电项目迎来重大里程碑。 经过严格的168小时满功率连续运行考核验证，漳州核电2号机组 于当日正式投入商业运行。 这标志着漳州核电一期工程（1、2号机组）全面建成并投入商业运营，为国家优化能源结构、实现"双碳"目标 注入强劲的清洁动能。 漳州核电2号机组采用我国自主研发、拥有完整自主知识产权的第三代压水堆核电技术——"华龙一号"。 该技术被誉为中国核电走向世界 的"国家名片"，其成功应用与批量化建设，是我国实现从核电大国迈向核电强国历史性跨越的关键支撑。据了解，单台"华龙一号"核电机组 设计年发电量可达100亿度，相当于每年减少标准煤消耗超300万吨，减排二氧化碳约816万吨。 据悉，该基地后续工程也在有序推进中：3号、4号机组目前处于土建和安装施工阶段；5号、6号机组的前期准备工作也在扎实进行中。待 漳州核电基地6台机组全面建成投产后，预计每年可提供清洁电力约600亿 度 。 目前，"华龙一号"技术已成为全球范围内在运和在建机组数量最多的第三代核电技术，标志着中国在先进核电技术领域已跻身世界前列，综 合竞争力达到国际领先水平。 漳州核电基地作为"华龙一号"技术批量化建 ...

服务模式方面，天力商服以广州为创新枢纽，推动其服务体系实现从"标准化"到"产品化""个性化"，最 终迈向"生态化"的质变。 记者了解到，天力商服创新推出"FINE·友好服务体验官"机制，邀请客户深度参与服务设计与监督，形 成"客户参与—专业监督—反馈优化"的价值共创闭环。针对重要客户，推行"一户一策"定制化服务方 案，真正实现了从提供空间到提供解决方案的跨越。更为重要的是，天力商服以BPlus商业生态联盟为 纽带，搭建起一个亿级规模的资源共享平台，连接企业、资本、技术与服务，打破楼宇的物理边界，辅 以贯穿资产全生命周期的大资管服务和细致入微的大礼宾服务，天力商服旨在打造一个资源高效链接、 体验温暖贴心、多元主体融合的高品质楼宇生态共同体。 展望未来，天力商服方面表示，其将以广州为核心，持续锚定可持续发展实践、服务产品矩阵迭代、商 业生态联盟扩容三大核心方向，探索绿色技术多元应用场景，深化客企共创体验模式，强化跨领域资源 协同联动。 在"双碳"目标纵深推进与品质消费升级的时代浪潮下，商写空间正经历从功能承载到价值共生的深刻变 革。 2025年12月30日，广州天力物业发展有限公司（以下简称"天力物业发展"）助理 ...

Core Insights - The report outlines China's energy transition path towards 2060, emphasizing that non-fossil energy will dominate the energy structure, accounting for over 80% of total energy consumption by 2060 [1][2] Energy Consumption and Structure - In 2024, China's primary energy consumption is projected to reach approximately 5.97 billion tonnes of coal equivalent (Btce), with non-fossil energy consumption surpassing oil for the first time at 19.7% [2][8] - Energy consumption growth is expected to plateau around 6.94 Btce by 2035, followed by a decline to about 5.95 Btce by 2060 [2][8] - Coal consumption is anticipated to stabilize above 4.8 billion tonnes annually through 2029, with a significant reduction to below 0.5 billion tonnes by 2060 [9] - Oil consumption is projected to peak between 790-800 million tonnes before declining to 260 million tonnes by 2060 [10] - Natural gas consumption is expected to peak at 620 billion cubic meters (Bcm) between 2035-2040, then decline to 420 Bcm by 2060 [11] Electrification and Final Energy Consumption - Electricity is set to become the largest terminal energy source, surpassing coal during the 14th Five-Year Plan, with final energy consumption projected to peak above 4.6 Btce by the mid-2020s [13] - The electrification rate, including hydrogen, is expected to rise from 32% in 2024 to 71% by 2060, indicating a significant shift towards clean electricity in various sectors [3][13] Challenges in Energy Transition - The report highlights challenges in the energy transition, particularly regarding the integration of renewable energy sources like wind and solar into the grid, which faces absorption bottlenecks [4][12] - The economic viability of new clean energy carriers and technologies, such as green hydrogen and carbon capture, utilization, and storage (CCUS), remains a concern for large-scale commercialization [4] Policy and Future Scenarios - The report presents three scenarios for energy transition: Coordinated Development, Security Challenge, and Green Drive, with the Coordinated Development scenario seen as the optimal path for achieving carbon neutrality [5][18] - Policy trends are shifting from controlling energy consumption to focusing on carbon emissions, with a move from direct subsidies to target-based mechanisms, and from government-led initiatives to market-driven approaches [7][18]

Core Insights - Offshore wind power is emerging as a key clean energy sector globally, with a cumulative installed capacity of 83.2 GW by the end of 2024, providing green electricity to over 7.3 million households [2][9] - China leads the world in offshore wind power, with a cumulative grid-connected capacity of 44.61 million kW as of September 2025, accounting for over half of the global total [2][9] - Despite strong growth, the global offshore wind sector faces challenges such as supply chain bottlenecks, policy fluctuations, and financing difficulties, leading to a projected decline in new installations in 2024 [2][3] Industry Overview - The global offshore wind power capacity is expected to reach 83.2 GW by the end of 2024, marking a year-on-year increase of approximately 10.6% [9] - China has maintained its position as the world's largest offshore wind market for four consecutive years, with new installations in 2024 estimated at around 4 GW, representing half of the global total [9] - The report highlights that the offshore wind industry is transitioning from fixed to floating installations, with floating wind technology being implemented in seven countries, including Norway, the UK, and China [2][14] Supply Chain Dynamics - The offshore wind supply chain is highly concentrated in the Asia-Pacific region, with China and India as major production centers [3] - The report warns that key segments of the supply chain in countries other than China will face supply bottlenecks before 2030, particularly in Latin America, where the offshore wind industry is almost non-existent [3] - China's supply chain is maturing, with significant advancements in key components such as blades, gearboxes, and generators, achieving a high level of domestic production [3][2] Future Outlook - Offshore wind power is seen as a crucial pathway to achieving carbon neutrality and enhancing energy security, with calls for international collaboration to overcome challenges in policy, financing, and supply chains [3][2] - The report emphasizes the need for countries to strengthen regional cooperation in the offshore wind supply chain to address structural imbalances and uneven development [3] - The average capacity of newly installed offshore wind turbines globally is projected to increase, with significant cost reductions in electricity generation from offshore wind [14][2]

央视网消息：1月1日，全球最大的"华龙一号"核电基地漳州核电2号机组正式投入商业运行，标志着漳州核电一期工程全面建成投产。 1月1日凌晨0点07分，漳州核电"华龙一号"2号机组顺利通过168小时满功率连续运行试验，正式转入商业运行。据了解，漳州核电是"华龙 一号"批量化建设的始发地，漳州核电2号机组投入商业运行标志着漳州核电一期工程全面建成投产。 漳州核电基地计划建设6台"华龙一号"机组，随着一期工程2台全面投产，该基地每年可提供约200亿度清洁电力，相当于减少二氧化碳排 放约1600万吨。 漳州核电基地位于福建省云霄县，地处厦门、漳州、泉州闽南用电负荷中心，每台"华龙一号"年发电量可达100亿度。据介绍，这些电主 要是送到国家电网，再由国家电网送到千家万户，每台机组可以满足100万人口的年度生产生活用电需求。 中核集团漳州核电高级工程师杨亚辉表示，这些电力将优先保障福建南部工业与人口密集区的用电需求。未来6台机组全部建成投产后， 漳州核电基地年发电量预计可达600亿度。 杨亚辉称，漳州核电毗邻广东省，随着闽粤联网工程的投用，漳州核电还具备向广东省输送清洁电能的条件。此外，"华龙一号"不仅能够 发电，还可以就 ...

Core Viewpoint - China, as the largest developing country, is committed to its Nationally Determined Contributions (NDC) under the Paris Agreement, focusing on forestry as a key solution to climate change, with a target of achieving a forest stock of over 24 billion cubic meters by 2035, an increase of 11 billion cubic meters from 2005 levels [1][2] Group 1: Climate Change and Forests - Forests play an irreplaceable role in mitigating and adapting to climate change, acting as the largest carbon sink on land with a total carbon storage of approximately 662 billion tons [2] - Since 2010, global forests have absorbed about 3.1 to 3.9 billion tons of carbon annually, accounting for roughly half of the fossil fuel emissions during the same period, although two-thirds of this carbon sink is offset by deforestation in tropical forests [2] Group 2: China's Achievements and Goals - China has made significant achievements in ecological construction since the reform and opening up, with initiatives like the "Three-North" Shelter Forest Program and natural forest protection projects, leading to a current forest stock of 20.988 billion cubic meters, surpassing the 2030 NDC target ahead of schedule [2] - The annual carbon sink from China's forests exceeds 1.2 billion tons, indicating substantial progress in carbon sequestration [2] Group 3: Future Strategies for Forest Management - There is considerable potential for increasing carbon storage in China's forests through scientific management and precise operations, with the goal of reaching a forest stock of over 24 billion cubic meters by 2035 [3] - Strategies include implementing precise forest quality improvement projects, enhancing existing forest quality, and optimizing forest structure to increase carbon storage and resilience against climate risks [3][4] Group 4: Protection and Sustainable Management - Strengthening the protection of forest ecosystems within national parks and implementing sustainable management practices for forests outside ecological red lines are essential to prevent carbon loss [4] - Developing biomass energy and wood bamboo alternatives is crucial for reducing emissions and increasing carbon storage in wood products [4] Group 5: Research and Development Focus - Future research will focus on advancing suitable afforestation, tree species selection, forest management techniques, and optimizing the carbon storage potential of forest soils [5] - Accurate assessments of forest carbon sinks' contributions to achieving national "dual carbon" goals will be essential, along with the development of corresponding timelines and roadmaps [5]

Core Viewpoint - The article emphasizes the importance of differentiated strategies for achieving China's dual carbon goals, highlighting the need for tailored approaches based on regional and industry-specific characteristics [1][3]. Group 1: Regional Strategies - The eastern regions should lead in technological innovation and green service industries, while resource-rich areas like Northwest China should focus on local renewable energy consumption and zero-carbon manufacturing [2]. - Urban areas need to concentrate on energy system transformation and synergistic effects among transportation, buildings, and networks, whereas rural areas are emerging as new focal points for the dual carbon strategy [2]. - Shanxi Province is implementing a comprehensive approach from rural to urban areas, with pilot projects for near-zero carbon emission communities, involving an investment of nearly 300 million yuan across multiple initiatives [2]. Group 2: Industry Strategies - Traditional high-energy-consuming industries require differentiated management and the use of transition financial tools to support orderly transformation [3]. - Emerging industries should be encouraged to integrate deeply into the green low-carbon industrial chain and enhance carbon technology innovation while engaging with carbon markets for dual incentives [3]. - The carbon trading market is expanding from the power sector to include high-energy industries like steel and cement, with a shift towards integrated systems for renewable energy development [3]. Group 3: Overall Coordination - Achieving the dual carbon goals necessitates respecting regional and industry differences while enhancing overall coordination to avoid fragmented progress [3]. - The core reasons for regional differences include development stages, resource endowments, and strategic positioning, while industry differences stem from emission baselines, technology maturity, and transition costs [3]. - The future of China's dual carbon efforts will focus on precise measures to enhance transformation effectiveness, with tighter regional collaboration expected under the guidance of the 14th and 15th Five-Year Plans [3].