首先，规范能源企业纳入碳市场管控的分类标准。唐人虎建议，对北京碳交易试点中发电企业的纳入标 准进行全面梳理，严格按照最新《国民经济行业分类标准》要求细化分类管控规则，区分常规火电、新 能源发电、调节性电源等不同类型企业的碳排放属性，避免因分类不清导致的政策误配，确保碳市场纳 入范围更加科学合理，为鼓励新能源发展、构建新型电力系统给出明确市场引导信号。 同时，他表示，对已纳入的抽水蓄能等调节性电源的能源消费和碳減排属性开展专项核查，充分认可其 绿色调节能源的定位和系统性减排价值，并依据《北京市碳排放权交易管理办法》第二章第九条规定将 其从北京市试点碳市场重点排放单位名单中移出。 其次，明确抽蓄、储能等调节性电源的碳市场定位。他建议，结合北京市碳排放双控目标和国家新型能 源体系建设要求，修订完善北京市碳交易试点相关配套政策，明确抽水蓄能、新型储能等调节性能源主 体的碳市场定位，将其排除在重点排放单位管控范围之外。同时，探索建立抽水蓄能电站的自愿减排市 场机制，参照国际国内碳市场经验和北京市碳普惠市场有关规定，研究制定抽蓄/储能碳普惠减排方法 学，让其系统性减排效益通过自愿减排市场得到合理体现。 2026年是"十五 ...

Group 1 - The energy sector in China is undergoing significant transformation, shifting from a reliance on coal and traditional energy sources to a diverse mix including renewables like wind, solar, and hydrogen, with increasing participation from private enterprises [1][2] - The Chinese government is actively encouraging private enterprises to engage in energy development, particularly in oil and gas exploration, nuclear power projects, and renewable energy, which presents substantial market opportunities [2][3] - The introduction of the Energy Law on January 1, 2025, aims to create a legal environment that supports private investment in energy infrastructure and development, promoting equal protection for various market participants [3] Group 2 - Private enterprises are becoming increasingly prominent in the energy sector, with approximately 60% of wind turbine manufacturers and a majority of solar equipment manufacturers being privately owned [3] - In the energy storage sector, nine out of the top ten companies by shipment volume in 2023 are private enterprises, and over 80% of large-scale charging service operators are also private [3] - The opening of the energy sector to more private companies is seen as a strategic move to enhance national competitiveness and foster a more dynamic market economy [4]

青海作为"中华水塔"和三江源的核心区域，肩负着国家生态安全与可持续发展的双重使命。新时代新征 程，青海深入学习领会习近平生态文明思想，全面贯彻习近平总书记对青海工作重大要求，坚决扛牢生 态环境保护政治责任，坚定不移走生态优先、绿色发展之路，卓有成效地推动生态保护、绿色发展、民 生改善的有机统一，以高水平保护支撑高质量发展，不断厚植美丽青海建设的绿色本底。根据《中共青 海省委关于制定国民经济和社会发展第十五个五年规划的建议》，青海将继续以更高标准打造生态文明 高地，增强绿色发展动能，坚定不移当好"中华水塔"守护人，使"中华水塔"更加坚固丰沛，始终以碳达 峰碳中和为牵引，协同推进降碳、减污、扩绿、增长，加快建设美丽青海，推动经济社会发展全面绿色 转型，以生态"含绿量"支撑发展"含金量"，实现生态环境保护和经济高质量发展双赢。 锚定申建国家生态文明试验区 注重经验积累升华，深化转型认识与实践。要以推进生态环境治理体系和治理能力现代化为牵引，集中 开展生态文明体制改革综合试验，着力破除体制机制障碍，着力破除对传统发展模式的路径依赖，推动 形成"高水平保护—高质量发展—全社会受益"的良性循环，找到了生态保护和经济发展的 ...

Core Viewpoint - The article discusses the implementation of a national-level guideline for the construction of zero-carbon factories in China, marking a significant step towards industrial green and low-carbon development, shifting focus from regional "parks" to individual "factories" [1][3]. Group 1: Zero-Carbon Factory Construction - The Ministry of Industry and Information Technology (MIIT), along with other governmental bodies, has issued guidelines to create a clear roadmap for the transition of factories to zero-carbon operations [1][3]. - Zero-carbon factories are seen as essential units that support the construction of zero-carbon parks and promote regional green and low-carbon development [3][5]. - The construction of zero-carbon factories is defined as a process that involves continuous reduction of CO2 emissions through technological innovation, structural adjustments, and management optimization [3][4]. Group 2: Implementation Strategy - The guidelines propose a phased approach to zero-carbon factory construction, prioritizing industries with urgent decarbonization needs and lower difficulty in achieving carbon reduction [7]. - By 2026, a selection of zero-carbon factories will be identified as benchmarks, with a goal to cultivate a number of such factories in sectors like automotive, lithium batteries, and photovoltaics by 2027 [7]. - The strategy emphasizes a gradual expansion to traditional high-energy industries such as steel and cement by 2030, exploring new decarbonization pathways [7]. Group 3: Comprehensive Carbon Reduction System - The construction of zero-carbon factories is viewed as a systemic transformation of manufacturing models, aiming to enhance efficiency and drive green transitions across the industry [9]. - The guidelines outline six key pathways for zero-carbon factory construction, including improving carbon accounting systems, enhancing energy efficiency, and promoting the use of renewable energy [9][10]. - A focus on energy use is highlighted, with an emphasis on increasing the share of renewable energy and optimizing production processes to achieve significant reductions in carbon emissions [11]. Group 4: Policy and Standards - The construction of zero-carbon factories is a complex system project that requires integrated innovation across energy supply, production processes, and policy standards [13]. - The guidelines stress the importance of policy guidance, standard provision, and market-driven approaches to create a collaborative ecosystem for carbon reduction [12][13]. - There is a need for a unified national standard system for zero-carbon factories to ensure consistency and reliability in implementation, with ongoing efforts to develop comprehensive standards and guidelines [14][15].

登录新浪财经APP 搜索【信披】查看更多考评等级 2025年12月26日，国家发改委、工信部、国家能源局联合公布《国家级零碳园区建设名单（第一 批）》，52个园区正式上榜。2026年1月19日《指导意见》出台，对零碳工厂做出规划。 根据工信部节能与综合利用司的解释，零碳工厂建设是指通过技术创新、结构调整和管理优化等减排措 施，实现厂区内二氧化碳排放的持续降低、逐步趋向于近零的过程。引导工业企业试点建设零碳工厂， 带动行业减碳增效和绿色低碳转型，对于因地制宜培育发展新质生产力，更好统筹高质量发展和高水平 保护，支撑实现碳达峰碳中和目标具有重要意义。 本报记者 李未来 北京报道 自首批国家级零碳园区建设名单公布后，1月19日工信部、发改委等部门又联合印发《关于开展零碳工 厂建设工作的指导意见》（下称"指导意见"），指导意见提出，2026年起遴选一批零碳工厂，做好标杆 引领。到2027年，在汽车、锂电池、光伏、电子电器、轻工、机械、算力设施等行业领域，培育建设一 批零碳工厂。到2030年，逐步拓展至钢铁、有色金属、石化化工、建材、纺织等行业领域，探索传统高 载能产业脱碳新路径。 此前不久首批国家级零碳园区出炉，52 ...

产业政策要协同发力。加快煤基新型合成材料、先进碳材料、可降解材料等高端化工产品技术的创新开 发与应用，并与绿电、绿氢、储能、二氧化碳捕集利用与封存等技术耦合发展，促进煤炭原料化与新能 源产业协同。 运用好创新激励机制，充分发挥骨干企业的引领带动作用。要鼓励企业、科研机构、高等院校跨领域深 度合作，构建产学研协同创新体系，加强煤炭清洁高效利用基础研究和核心技术攻关。争取和落实专用 装备、技术改造、资源综合利用等方面的优惠政策，加快企业改造升级步伐。要通过加大科技攻关力 度，突破制约煤炭从传统燃料向高附加值原料转变过程中的技术瓶颈，提升产品附加值。 笔者认为，企业作为煤炭产业转型主体，应该认清煤炭由燃料向原料转型的发展趋势，积极参与，主动 作为，既要从内部发力，也要努力争取外部支持。 转型的实现离不开多层次的政策支持。企业要积极争取、充分利用各级财政支持渠道，推进实施煤炭清 洁高效利用项目。相关部门要进一步健全完善相关金融政策，引导和吸引社会资本广泛参与煤炭清洁高 效利用项目，构建多元化的投融资渠道。 要发挥好技术标准的"指挥棒"作用。相关部门要系统明确煤炭清洁高效利用重点领域标杆水平和基准水 平，为煤化工企业指 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the green power sector, with the National Grid announcing a significant increase in fixed asset investment during the 14th Five-Year Plan period, reaching 4 trillion yuan, a 40% increase compared to the previous plan [1] - The focus areas for investment include the construction of a new power system, ultra-high voltage direct current transmission channels, urban and rural distribution network upgrades, and strengthening digital infrastructure [1] - The Ministry of Ecology and Environment emphasizes the need to develop green productivity and accelerate the establishment of a clean, low-carbon, safe, and efficient energy system, aiming to increase the proportion of renewable energy supply and ensure a smooth transition from fossil fuels [1] Group 2 - Data shows that by the end of 2025, the top ten weighted stocks in the National Green Power Index include China Nuclear Power, Yangtze Power, and Three Gorges Energy, collectively accounting for 54.68% of the index [2] - The Green Power ETF (159625) closely tracks the National Green Power Index, providing a convenient tool for investors to gain exposure to the overall performance of listed companies in the green power sector [2] - Investors can also access corresponding Green Power ETF linked funds (017057) to seize investment opportunities in this sector [2]

我们期待与各能源企事业单位开展深入合作，依托《中国能源报》立体多元融媒体传播平 台，为合作伙伴的品牌建设与提升提供有力支撑。《中国能源报》真诚希望专业读者加入 到我们的队伍中，支持我们的发行工作，为能源发展建言献策、携手并进、共促行业高质 量发展，为碳达峰碳中和目标的实现而努力。 订阅二维码↓↓↓ 《中国能源报》创刊于2 0 0 9年6月1日，系人民日报社主管主办的国内第一张覆盖能源全 产业链的主流产经类报纸，是《人民日报》在能源领域影响力的延伸和覆盖面的体现，官 方网站中国能源网（含官方微博、官方微信）入列中央新闻网站。《中国能源报》历经十 余年行业深耕，已成为宣传解读习近平总书记关于能源工作重要论述的权威阵地、全面展 现能源行业高质量发展的重要平台、助力能源行业发展的媒体风向标、行业媒体融合创新 发展的先行者。 《中国能源报》的读者受众覆盖能源全产业链，是能源各细分领域广大从业者首选的行业 读物，大多数读者有保存收藏《中国能源报》的习惯。同时， 《中国能源报》 与能源业 内众多政府机关、企事业单位、智库机构等建立了良好而深入的合作伙伴关系，通过订阅 《中国能源报》，享受融媒体产品矩阵传播服务，将为企业树立 ...

Economic Growth and Development Strategy - In 2025, China's economy is projected to reach a total volume of 140 trillion yuan with a growth rate of 5%, ranking among the top globally [1] - The "14th Five-Year Plan" has successfully concluded, setting the stage for the "15th Five-Year Plan" with a focus on high-quality economic development through strategies such as expanding domestic demand and promoting a unified national market [1] Green Transition Initiatives - The "15th Five-Year Plan" period is critical for achieving carbon peak goals, with a commitment to accelerate green development [3] - Key measures for 2026 include accelerating energy transition, promoting industrial upgrades, and implementing comprehensive resource conservation strategies [4] Two New Policy Impact - The "Two New" policy, which promotes large-scale equipment updates and consumer goods replacement, has generated over 1 trillion yuan in equipment investment and 2.6 trillion yuan in consumer spending by 2025 [8] - The policy has also resulted in energy savings of over 69 million tons of standard coal and a reduction of carbon emissions by over 170 million tons [8] National Unified Market Construction - The construction of a national unified market aims to eliminate local protectionism and market segmentation, facilitating efficient resource allocation [11] - By the end of 2025, inter-provincial trade sales accounted for 41.1% of national sales revenue, indicating progress in market integration [12] - Future reforms will focus on deepening institutional frameworks and addressing key issues that hinder market development [13][14]

近日，国家能源局数据显示，2025年我国全社会用电量历史性突破10万亿千瓦时，同比增长5%，成为 全球首个实现此规模的单一国家。这一用电规模约为美国全年用电量的两倍，超过欧盟、俄罗斯、印 度、日本4个经济体的年用电量总和。 从发展的视角看，能源转型发展是我国实现经济社会高质量发展的生动注脚，彰显了中国式现代化人与 自然和谐共生的鲜明底色。能源里程碑式突破，既印证了中国经济发展的强大韧性，也标注了能源转型 进程中的关键节点。它充分展现了经济增长与绿色低碳转型协同并进的发展成效，更以扎实的实践成 果，诠释了中国作为全球能源转型推动者的责任担当，为全球能源转型贡献了中国智慧和中国方案。 全社会用电量的一次次跃升，背后是电力供给能力的不断升级。站在新起点，能源转型之路任重道远。 面向未来，我们要加快经济社会发展全面绿色转型，锚定碳达峰碳中和目标，持续深化能源转型，着力 构建新型电力系统，朝着建设能源强国目标稳步迈进，让能源增长的含"绿"量持续提升。 (作者：赵 峰 蔡梦云，均系西南财经大学成渝经济区发展研究院研究员) 用电量作为经济运行的"晴雨表"，其跨越式增长，不仅彰显了我国经济发展的强大韧性，也进一步增强 了全社 ...