国家能源局综合司关于印发《2026年能源行业标准计划立项指南》的通知 附件： 2026年能源行业标准计划立项指南 2026年能源行业标准计划立项指南 为深入贯彻党的二十大和二十届历次全会精神,根据《中 华人民共和国能源法》和《国家标准化发展纲要》要求,落 实全国能源工作会议部署,围绕能源行业管理和产业发展需 要,明确 2026年能源行业标准立项重点方向和工作要求, 持续完善能源行业标准体系,以标准支撑能源强国建设,特 制定本指南。 一、立项重点 紧密围绕构建新型能源体系工作任务,保障能源安全和 绿色低碳转型,促进能源新技术、新产业、新业态发展,突 出重点领域和关键技术要求,提出能源行业标准计划。对于 具有一定应用前景但尚在发展的技术或变化较快的新产业、 新业态、新模式,探索通过标准化指导性技术文件予以支持。 鼓励民营企业、外资企业等各类主体参与标准制修订工作。 支持对标国际先进,立足行业发展实际,推动国际标准和能 源领域标准互促转化,推进标准体系兼容。 (一) 行业标准制修订计划 1. 立足能源安全和促进能源绿色低碳转型。服务和保障 能源安全稳定供应,支撑能源领域落实碳达峰、碳中和目标 的行业标准计划;支撑新 ...

Core Viewpoint - The article discusses the "2026 Energy Industry Standard Project Establishment Guidelines" issued by the National Energy Administration, emphasizing the need for a structured approach to standardization in the energy sector to support energy security and green low-carbon transformation [5][6]. Group 1: Project Focus - The guidelines focus on building a new energy system, ensuring energy security, and promoting green low-carbon transformation, while encouraging the development of new technologies, industries, and business models [6][7]. - The establishment of industry standards aims to support energy security, carbon peak, and carbon neutrality goals, as well as the construction of new power systems and energy systems [6][7]. - The guidelines encourage participation from various entities, including private and foreign enterprises, in the standardization process [6][7]. Group 2: Standardization Plans - The guidelines outline plans for revising and establishing industry standards that enhance energy efficiency, product quality, and service quality within the energy sector [7]. - There is a focus on aligning with international standards to improve the credibility and influence of Chinese standards globally [7]. - The guidelines also support the translation of industry standards into foreign languages to facilitate international trade and cooperation [7][10]. Group 3: Application Materials - The application materials for standard establishment must include a project plan summary, project task book, draft standards, and meeting minutes with expert signatures [8][9]. - The project plan summary should accurately reflect the key focus areas and technical content relevant to the standards being proposed [9]. Group 4: Submission and Management - The submission process for industry standards involves centralized applications, categorized evaluations, and unified issuance, with a deadline for submission set for April 6, 2026 [11]. - The guidelines emphasize efficient management of the standardization process, with a typical preparation cycle not exceeding 18 months [12]. - After project approval, any changes to project names, scope, or completion dates require prior approval from relevant standardization management bodies [12]. Group 5: Key Directions for 2026 - The guidelines specify key directions for various sectors, including power systems, thermal power, nuclear power, coal, oil and gas, renewable energy, and new energy storage [14][15][16]. - Each sector has defined focus areas, such as enhancing energy efficiency, carbon capture technologies, and integrating renewable energy sources [14][15][16].

Core Viewpoint - The article outlines the "2026 Energy Industry Standard Project Initiation Guidelines," emphasizing the need for a structured approach to standardization in the energy sector to support energy security and green low-carbon transformation [4][6]. Group 1: Project Initiation Focus - The guidelines focus on building a new energy system, ensuring energy security, and promoting the development of new technologies, industries, and business models [6][7]. - It encourages participation from various entities, including private and foreign enterprises, in the standard formulation and revision process [7][8]. - The guidelines aim to align with international standards and enhance the compatibility of China's energy standards with global practices [7][9]. Group 2: Industry Standard Formulation and Revision Plan - The plan includes standards that support energy security and the achievement of carbon peak and carbon neutrality goals [8][9]. - It addresses the need for standards that facilitate the development of the energy industry and ensure safety in electricity production [9][10]. - The guidelines promote the enhancement of the overall technical level and quality of products and services in the energy sector [9][10]. Group 3: Internationalization of Standards - The guidelines aim to improve the international credibility and influence of Chinese standards by aligning with advanced international standards [9][10]. - It supports the simultaneous application for international standard projects alongside domestic standards [9][10]. Group 4: Application Materials - The application materials for standard formulation should include a project plan summary, project task book, draft standards, and meeting minutes with expert signatures [10][11]. - The project plan must be comprehensive and indicate the key direction code, while the task book should detail the project's support role for industry work [11][12]. Group 5: Submission and Management - The submission process involves centralized applications, categorized evaluations, and unified issuance of projects [12][13]. - The guidelines stipulate a standard project lifecycle management approach to enhance the quality of standards [13][14].

Core Viewpoint - The article discusses the outcomes of the 71st APEC Energy Working Group meeting held in Nanchang, Jiangxi, emphasizing three priority directions for energy development in the Asia-Pacific region: inclusive energy services, integration of artificial intelligence with energy, and collaborative governance in energy management [2]. Group 1: Inclusive Energy Services - The meeting advocates for inclusive processes and diverse technological pathways to promote high-quality energy services across the Asia-Pacific region, ensuring that development benefits reach every individual [2]. Group 2: Innovation in Energy - There is a call to accelerate innovation by integrating development strategies, governance rules, and technical standards to foster the convergence of artificial intelligence and energy, aiming to create a future-oriented innovation consensus with regional characteristics [2]. Group 3: Collaborative Governance - The article highlights the importance of enhancing policy dialogue, information sharing, capacity building, and risk coordination to improve the effectiveness, transparency, and resilience of energy governance, thereby promoting a new pattern of regional cooperation characterized by complementary advantages and collaborative development [2]. Group 4: Role of Asia-Pacific in Global Energy - The Asia-Pacific region is identified as a crucial engine for global economic growth and a central hub for energy consumption, production, and transition, playing a significant dual role in the global energy landscape [2].

Core Viewpoint - Inner Mongolia Energy Group's engineering construction sector aims to transition from scale expansion to quality and efficiency, focusing on core indicators such as operating income and total profit during the "14th Five-Year Plan" period [1] Group 1: Safety and Management - Safety production is the bottom line, with goals of "major inspections, major governance, and zero accidents," emphasizing a dual prevention mechanism and the use of technology for safety management [1][2] - The company implements a comprehensive safety responsibility system and enhances emergency management capabilities to ensure safety across all operations [2][4] Group 2: Market Development and Operational Efficiency - The engineering construction sector leverages its integrated advantages to expand into potential markets, particularly in the national grid and emerging sectors like energy storage and green hydrogen [1][3] - A focus on cost control and performance assessment aims to increase external contract contributions to over 50% [1] Group 3: Project Management and Innovation - The company emphasizes high-quality project management and the establishment of expert talent pools to enhance project execution and innovation [2][3] - Investment in R&D and digital transformation is prioritized to drive productivity and operational efficiency [3][6] Group 4: Financial Management and Cost Control - The company adopts a rigorous cost management approach, aiming to streamline project settlements and control non-productive expenditures [4][6] - A budget system that involves all cost centers and a fully online procurement process is being developed to enhance financial oversight [6] Group 5: Talent Development and Corporate Culture - The company is committed to cultivating a strong corporate culture and enhancing employee capabilities through a structured talent development program [2][6] - Initiatives to promote teamwork and break down internal barriers are in place to foster collaboration and innovation [2][4]

Core Viewpoint - The 16th China International Clean Energy Expo (CEEC 2026) will be held from March 25 to 27, 2026, in Beijing, serving as a pivotal platform for global clean energy policy, technological revolution, and business model convergence, particularly in the context of China's "dual carbon" strategy and the 14th Five-Year Plan [3][11]. Group 1: Event Overview - CEEC 2026 is positioned as a top window to understand China's energy transition, focusing on the core theme "Smart Integration of Solar, Storage, and Hydrogen for a Green Future" [8]. - The expo will feature a multi-dimensional matrix including the China Photovoltaic Innovation Exhibition, China Energy Storage Conference, CIHC China Hydrogen Exhibition, and the inaugural China New Energy AI Exhibition, collectively illustrating the ecosystem of the new power system [8][15]. Group 2: Policy Alignment - The event aligns with recent policy signals, such as the National Energy Administration's guidance on promoting integrated development of new energy, which emphasizes that by 2030, integrated development will be a key approach for new energy [9]. - The Ministry of Industry and Information Technology and other departments have issued guidelines for zero-carbon factory construction, indicating a focus on sectors like photovoltaics and lithium batteries [10]. Group 3: Industry Transformation - CEEC 2026 reflects the industry's shift from "scale-oriented" to "value competition," addressing challenges such as renewable energy consumption and system collaboration barriers [8][13]. - The expo aims to break down industry barriers and information silos, promoting a new industrial pattern characterized by "networked symbiosis" rather than isolated breakthroughs [13]. Group 4: Specialized Exhibitions - The China Photovoltaic Innovation Exhibition will focus on governance and achieving supply-demand balance in the photovoltaic industry, with discussions on transitioning from scale and price competition to energy efficiency and technological innovation [16]. - The Fourth China Energy Storage Conference will explore policy benefits and industry trends, emphasizing new operational models and safety in energy storage [18]. - The CIHC 2026 will serve as a global platform for hydrogen energy, showcasing the integration of green hydrogen with various industrial applications [20]. Group 5: Participation and Engagement - CEEC 2026 has attracted numerous leading enterprises, including state-owned enterprises and international exhibitors, indicating strong industry interest and participation [25]. - The event will feature a rich array of activities, including international conferences, product launches, and interactive public engagement initiatives to enhance awareness of clean energy [26][28].

Group 1 - The core viewpoint emphasizes that building a new power system is crucial for achieving carbon peak and carbon neutrality goals, promoting a comprehensive green transformation of the economy and society, and ensuring national energy security. The "new" aspect of the new power system involves adjustments in energy structure as well as comprehensive innovations in concepts, technologies, and models [2] - During the "14th Five-Year Plan" period, it is essential to strengthen the foundational safety assurance capabilities and supporting adjustment capabilities of the system, promote the optimization and upgrading of traditional energy, and accelerate the development of major projects such as the "Shagou Desert" in Northwest China, water-wind-solar projects in Southwest China, and offshore wind power along the coast [2] - The focus is on fostering the integration of "new energy +" and actively cultivating the green hydrogen energy industry, while exploring the layout of the next generation of nuclear power to ensure the safe and reliable operation of the new power system [2] Group 2 - There is a need to establish and improve policy mechanisms that facilitate the effective consumption and development of renewable energy during the construction of a unified national electricity market, enhancing the overall investment and operational efficiency of the power system and market [3] - Emphasizing the deepening of cooperation between central and local governments, as well as collaboration across the upstream and downstream energy industry chains, leveraging resources, industries, technologies, capital, and talent to broaden cooperation areas and innovate cooperation models [3] - The goal is to strengthen collaborative and integrated development to jointly build a sustainable and resilient energy transition ecosystem, fully supporting the construction of the new power system and promoting green, low-carbon, and high-quality energy development [3]

Core Viewpoint - The article emphasizes the significance of the upcoming "15th Five-Year Plan" and the achievements of the "14th Five-Year Plan" in the energy sector, highlighting the need for proactive measures to address challenges and seize opportunities in the context of global energy transitions and domestic development [4][5][6]. Group 1: Achievements of the 14th Five-Year Plan - The energy sector has demonstrated resilience and supported stable economic growth, with primary energy production exceeding 5 billion tons of standard coal and a self-sufficiency rate maintained above 80% [4]. - A significant leap in green and low-carbon transformation has been achieved, with non-fossil energy accounting for over 20% of total energy consumption, establishing the world's largest and fastest-growing renewable energy system [4]. - The construction of a national unified electricity market has accelerated, with cumulative green certificate transactions surpassing 1.4 billion, and new models like direct connection of green electricity flourishing [4]. - International cooperation has expanded, maintaining stable energy imports and engaging in green energy project collaborations with over 100 countries and regions, enhancing China's influence in global energy governance [4]. Group 2: Future Directions and Challenges - The construction of an energy powerhouse is a new requirement for national development, necessitating a comprehensive understanding of global energy trends and domestic resource conditions to align with China's modernization process [7]. - The energy sector faces the challenge of achieving carbon peak and reduction goals within a shorter timeframe while ensuring energy demand growth, requiring integrated development and efficient utilization of fossil energy [8]. - Embracing innovation, particularly through the integration of artificial intelligence in the energy sector, is crucial for enhancing high-quality development and addressing the diverse needs of the energy market [9].

Core Viewpoint - The article emphasizes the importance of energy technology innovation during the "14th Five-Year Plan" period, aiming to establish a new energy system and strengthen the energy sector in China, with a focus on integrating artificial intelligence and new energy technologies [4][5][6]. Group 1: Energy Technology Innovation Goals - The National Energy Administration (NEA) aims to develop a new energy system and achieve energy independence through technological innovation during the "14th Five-Year Plan" [4][5]. - Key areas of focus include fostering new industries and business models in the energy sector, particularly in artificial intelligence, new energy storage, hydrogen energy, and green fuels [8][11]. - The NEA plans to enhance the overall effectiveness of the energy technology innovation system by integrating various innovation entities and resources [8][10]. Group 2: Strategic Implementation - The NEA will implement a top-level design for energy technology innovation, ensuring that strategic planning effectively translates into actionable tasks [8]. - Major national technology projects will be executed to support the energy sector, with a focus on improving energy efficiency and promoting green development [10][11]. - The NEA will prioritize the development of new energy storage technologies and hydrogen energy, transitioning from policy-driven to market-driven growth [11]

Investment Rating - The energy industry is rated as stable for investment [1] Core Insights - China's energy consumption structure is steadily moving towards cleanliness and low carbon, with significant increases in renewable energy consumption [2] - The energy sector is experiencing a notable increase in investment, particularly in areas such as energy efficiency, renewable energy, and power transmission and distribution networks [2] - The energy industry is crucial for national economic stability and security, with government policies aimed at transforming the energy sector and ensuring supply security [5] - The energy market is expected to maintain overall stability in 2026, with a focus on green and low-carbon transitions [6] Summary by Sections Energy Consumption and Production - In 2024, China's total energy consumption reached 5.76 billion tons of standard coal, a 4.3% increase from the previous year, with coal consumption accounting for 53.2% of the total [10] - The total energy production in 2024 was 4.98 billion tons of standard coal, a 4.6% increase, with coal production at 4.78 billion tons [22] - The energy consumption elasticity coefficient for 2024 was 0.86, indicating a decrease in energy intensity [17] Coal Industry - In 2025, domestic coal prices are expected to show an N-shaped trend, with supply slightly increasing but demand pressured by the rapid substitution of renewable energy [34] - The coal industry is facing significant operational pressures, with over 50% of large coal enterprises reporting losses from January to November 2025 [41] - The total coal import volume in 2025 is projected to be around 47 million tons, a decrease from previous years [36] Oil and Gas Industry - Domestic crude oil production is expected to reach new highs in 2025, with offshore oil contributing 80% of the increase [63] - The international oil prices are projected to fluctuate widely, with Brent and WTI prices dropping approximately 18% and 20% respectively [64] - Natural gas supply is expected to grow steadily, but domestic consumption may see a slight decline due to various factors including weak demand from the real estate sector [64] Investment Trends - Energy investment is expected to continue its rapid growth, with significant investments in nuclear power, onshore wind, and distributed photovoltaic systems [29] - The total investment in energy projects is projected to reach 3.54 trillion yuan in 2025, with a year-on-year increase of 11% [29] - The government is focusing on building a new energy system, with clean energy bases and smart grids as key areas of support [29]