12月18日，新京报贝壳财经举办以"绿色转型，智创未来"为主题的2025新京报零碳研究院绿色发展论 坛，共同探讨"十五五"规划建议中绿色转型宏伟蓝图和"美丽中国"时代命题。财政部原副部长朱光耀、 北京绿色交易所有限公司董事长王乃祥、联合国全球契约组织与清华大学经济管理学院中国工商管理案 例中心的专家深入探讨碳市场机制优化、产业低碳转型等核心议题。"2025年度十大绿色发展案例"等标 杆案例也在现场公布。 ...

科技创新是榆林能源转型的核心驱动力。曹治介绍，榆林市通过"基础研究+中试试验+产业示范"全周 期模式，聚力打造三大基地。"低温氨分解制氢等10项技术取得关键性突破，全球规模最大的氢化镁等3 个中试项目试验成功。"曹治说，此外，榆林市开展二氧化碳捕集、利用与封存规模已达115万吨，为区 域降碳提供了关键技术支撑。 记者日前从陕西省人民政府新闻办公室举办的新闻发布会上获悉，"十四五"期间，榆林市万元GDP能耗 强度较2020年下降16%。 "十四五"以来，榆林市全力推进能源结构优化与产业低碳转型。榆林市委常委、副市长曹治介绍，当地 围绕"多能融合、清洁高效"主线，着力构建现代能源体系。在能源生产侧，新能源装机规模实现翻番， 氢能利用取得重大突破。在消费侧，榆林市坚决遏制高耗能、高排放项目盲目发展，累计更新工业落后 设备2.88万台，淘汰落后煤电机组产能41.7万千瓦。 "十四五"以来，由榆林市牵头的榆鄂宁现代煤化工集群入选国家级先进制造业集群;同时，榆林市围绕 煤化工产业高端化、低碳化、多元化发展和多能融合主线，全力推进国家级能源革命创新示范区建设。 ...

Core Insights - As of the end of September this year, Yulin City's GDP energy consumption intensity has decreased by 16% compared to 2020 [1] Group 1: Energy Transition and Optimization - Yulin has been actively promoting energy structure optimization and low-carbon industrial transformation since the start of the 14th Five-Year Plan [1] - The city focuses on "multi-energy integration and clean efficiency" to build a modern energy system [1] - In energy production, the installed capacity of renewable energy has doubled, and breakthroughs in hydrogen energy utilization have been achieved [1] Group 2: Industrial Upgrades and Equipment Replacement - Yulin has firmly curtailed the blind development of "high energy consumption and high pollution" projects, updating 28,800 outdated industrial devices and eliminating 417,000 kilowatts of obsolete coal power units [1] Group 3: Technological Innovation - Technological innovation is the core driving force behind Yulin's energy transition [1] - The city employs a full-cycle model of "basic research + pilot testing + industrial demonstration" to develop three major bases [1] - Breakthroughs have been made in ten technologies, including low-temperature ammonia decomposition for hydrogen production, and three pilot projects, including the world's largest magnesium hydride, have successfully passed testing [1] Group 4: Carbon Capture and Advanced Manufacturing - Yulin's carbon capture, utilization, and storage (CCUS) efforts have reached a scale of 1.15 million tons, providing critical technical support for regional carbon reduction [1] - The Yulin-Ezhou-Ningxia modern coal chemical industry cluster, led by Yulin, has been selected as a national advanced manufacturing cluster [1] - The city is committed to promoting high-end, low-carbon, and diversified development of the coal chemical industry and advancing the construction of a national energy revolution innovation demonstration zone [1]

电力及公用事业行业周报(25WK16) 25Q1 绿证核发量激增，3 月用电量同比+4.8% 2025 年 04 月 20 日 ➢ 本周（20250414-20250418）电力板块行情：本周电力板块走势优于大盘。 截至 2025 年 04 月 18 日，本周公用事业板块收于 2318.99 点，上涨 40.42 点， 涨幅 1.77%；电力子板块收于 3,099.51 点，上涨 54.97 点，涨幅 1.81%，高于 沪深 300 本周涨幅。公用事业（电力）板块涨幅在申万 31 个一级板块中排第 7 位。从电力子板块来看：火电板块表现最优，火力发电上涨 2.99%，水力发电上 涨 1.33%，光伏发电下跌 0.17%，风力发电下跌 0.06%。 ➢ 本周专题：2025Q1 国家能源局核发绿证 6.62 亿个。截至 2025 年 3 月底， 累计核发绿证 56.17 亿个。其中，华北区域跨区跨省绿电交易电量达 295.1 亿千 瓦时，同比增长 73%；华东区域跨区跨省绿电交易电量达 38.55 亿千瓦时，同比 增长 67.83%。25Q1 南方区域绿证绿电平台交易规模达 1289 亿千瓦时，绿证 需求激增。2 ...