国家能源局 相关司及各派出机构负责同志，有关电力企业负责同志等参加会议。 国家能源局 国家能源局微信公众号是国家能源局新闻宣传、信息公开、服务群众的重要平台。 · 公开 政务信息 · 发布 行业动态 ·提供 公众服务 为贯彻落实 2026 年全国能源工作会议和能源监管工作会议精神，进一步规范电力调度交易与市场秩序，持续推进电力市场建设与市场监管工作， 加强厂网信息沟通交流， 3 月 2 日，国家能源局在京召开 2026 年电力调度交易与市场秩序厂网联席会议。国家能源局党组成员、副局长宋宏坤 出席会议并讲话，监管总监梁昌新主持会议。 会议指出， 2026 年 国家能源局将深 入 贯彻 党中央、国务院关于全国统一电力市场建设、加强自然垄断环节监管等决策部署，按照 《国务院办 公厅关于完善全国统一电力市场体系的实施意见》 文件要求 ，坚持目标导向和问题导向 ， 持续 深化全国统一电力市场建设 ，加强 能源安全保供 监管 ，推动 能源绿色转型政策 落地见效，强化 电力市场秩序 、 自然垄断环节 等 重点 监管 工作。 会议强调， 今年是 "十 五 五 " 开局 之年 ， 面对新形势新 挑战 ， 央地、政企、厂网要协同 ...

塑造电力市场建设和监管领域新格局 全力服务支撑能源强国建设 国家能源局市场监管司司长 郝瑞锋 在我国迈上建设能源强国新征程、加快建设新型能源体系的关键时期，2026年全国能源工作会议和国家 能源局监管工作会议于前不久胜利召开。会议紧紧围绕深入学习贯彻党的二十届四中全会和中央经济工 作会议精神，聚焦落实党中央、国务院决策部署，全面回顾2025年和"十四五"以来能源发展改革和监管 领域取得的成绩，深刻分析当前面临的形势，系统阐释能源发展"四个必须"、能源监管"四个属性"等一 系列规律性认识，并对2026年能源工作作出全面部署，赋予了能源监管机构新的使命。市场监管司作为 能源监管主责部门之一，将切实把思想行动统一到党中央、国务院决策部署上来，确保中共国家能源局 党组各项要求不折不扣落实到位。 聚焦主责主业，全面完成各项监管目标任务 2025年是很不平凡的一年。面对能源强国建设新使命、人民群众新期待、发展实践新要求，市场监管司 在中共国家能源局党组的坚强领导下，围绕中心、服务大局，担当履职、真抓实干，用顽强和奋斗顺利 完成了各项既定目标任务。 打造"电力商城"，树立全国统一市场样板。推动全国统一电力市场初步建成，制修 ...

塑造电力市场建设和监管领域新格局 全力服务支撑能源强国建设 坚持有效市场和有为政府相结合，纵深推进全国统一电力市场建设。多措并举提升跨省区通道利用效 率，推进跨电网经营区中长期、现货等常态化融合开市，健全长三角和西北、东北等区域省间互济交易 机制，促进电力资源在全国范围畅通流动、优化配置、一地注册、信息共享。加强跨省跨区、区域省间 和省内交易市场协同融合，一体推动中长期、现货、辅助服务、绿电、容量、零售等不同交易品种市场 建设，指导各省现货市场稳妥有序转入正式运行，探索跨省跨区和省内联合交易模式，统一电力市场关 键技术标准，不断推动市场范围向更大和更小、交易周期向更长和更短延伸。制修订电力现货市场、零 售市场、辅助服务、市场风险防控等方面规则制度，开展统一电力市场评价，常态化推动各地规则统一 规范，深入研究新能源、气电、水电、核电等参与市场具体路径，完善与新型能源体系相适应的电力市 场机制。深化穿透式、数字化等监管创新应用，探索"AI+监管"，持续整治地方不当干预电力市场行 为，开展电力价格成本监管，规范零售市场秩序，加强舆情监测处置，保障全国统一电力市场平稳运 行。 国家能源局市场监管司司长 郝瑞锋 在我国 ...

海南—广东电力灵活互济工程获批 预计2027年底建成投产，琼粤电力互济容量将达180万千瓦 记者从南方电网获悉，海南—广东电力灵活互济工程近日获国家发展改革委核准批复。 该工程计划新建海南福山至广东徐闻500千伏第三回跨海交流联网线路，输送容量为60万千瓦，总 投资超25亿元，预计今年6月底前开工建设，2027年底建成投产。 当前，海南电网通过两回500千伏联网线路与南方电网主网相连，琼粤电力互济容量为120万千瓦。 海南—广东电力灵活互济工程投产后，琼粤电力互济容量将达到180万千瓦，可有力保障海南电网与南 方电网主网联网通道安全稳定运行，提高海南、广东电力互济与应急支援能力，更好融入全国统一电力 市场建设，切实助力海南自由贸易港与粤港澳大湾区联动发展。 海南自贸港全岛封关，对能源电力供应保障提出了更高要求。预计到2030年，海南最高电力负荷将 达1550万千瓦，"十五五"期间全社会用电量年均增长率将达10%。 南方电网公司坚持适度超前、留有余地的原则，持续加大海南电网投资力度。2025年12月，海南 500千伏主网架工程全面投产，形成了完整的"口"字形超高压环网结构，海南电网迈入数字化、智能化 新阶段。 ...

1月30日，国家能源局举办新闻发布会，介绍2025年全国能源形势、新型储能发展、全国电力市场交易等情况。 国家能源局市场监管司副司长王云波回答《每日经济新闻》记者现场提问时表示，本次修订在推动构建全国统一大市场方 面，进一步完善规则体系基础，将《绿色电力交易专章》有关内容进行了合并，融入交易品种、交易组织等章节，同时将 市场注册、信息披露、计量结算等已在其他基本规则里明确的内容进行了协同删减。 围绕"稳定性"，推动交易周期向"更长"延伸，鼓励开展多年期交易，强化中长期交易"压舱石"作用；围绕"灵活性"，推动 交易周期向"更短"延伸，深化中长期连续运营，进一步提高交易频次，推动按日连续交易，提升中长期市场灵活性，促进 与现货市场的协同衔接；围绕"前瞻性"，增加新型经营主体参与中长期交易等前瞻性条款。 进一步规范电力零售市场 绿电交易规模快速增长 王云波告诉《每日经济新闻》记者，新一轮电力体制改革实施以来，国家发展改革委、国家能源局先后于2016、2020年制 定修订《电力中长期交易基本规则》，奠定了我国电力市场健康发展、规范运行的良好基础。2025年全国中长期交易电量 占市场总交易电量的比例超过95%，充分发挥 ...

Core Viewpoint - The article highlights the significant growth in China's electricity market transactions, with a total trading volume of 6.64 trillion kilowatt-hours in 2025, marking a year-on-year increase of 7.4% and showcasing the effectiveness of the national unified electricity market in optimizing resource allocation and balancing supply security, green transition, and price stability [3]. Group 1: Market Characteristics - The proportion of market-based electricity transactions continues to rise, reaching 64.0% of total electricity consumption, an increase of 1.3 percentage points year-on-year, indicating that for every 3 kilowatt-hours consumed, 2 are traded through market mechanisms [3]. - Cross-provincial and cross-regional electricity transactions have reached a record high of 1.59 trillion kilowatt-hours, growing by 11.6% year-on-year, facilitated by improved inter-regional trading mechanisms [3][4]. - The rapid growth of green electricity transactions has reached 328.5 billion kilowatt-hours, a year-on-year increase of 38.3%, and the scale is now 18 times that of 2022, reflecting the increasing participation of renewable energy in the market [4]. Group 2: Support for Energy Security and Economic Development - The electricity spot market plays a crucial role in ensuring supply security by providing price signals that encourage interaction between supply and demand, thus supporting peak and off-peak electricity management [5]. - The establishment of a national unified electricity market has facilitated the development of the real economy, with lower market transaction prices benefiting various stakeholders, including industrial users and renewable energy providers [5].

Group 1 - In 2025, the national electricity market transaction volume reached a record high of 6.64 trillion kilowatt-hours, representing a year-on-year increase of 7.4%, indicating the continuous release of market efficiency in resource allocation [1] - The proportion of market-based electricity transactions increased to 64% of total electricity consumption, up by 1.3 percentage points from the previous year, meaning that two-thirds of electricity was traded through market mechanisms [1] - The number of registered entities in the trading center exceeded 1 million, with cross-provincial and cross-regional transaction volume reaching 1.59 trillion kilowatt-hours, marking a historical peak [1] Group 2 - By the end of 2025, the prices of polysilicon and silicon wafers reached 53.86 yuan per kilogram and 1.329 yuan per piece, respectively, reflecting increases of 52% and 35.6% from their annual lows [2] - National energy investment exceeded 3.5 trillion yuan for the first time, with a year-on-year growth of nearly 11%, outpacing the growth rates of infrastructure and manufacturing by 12.9 and 10.1 percentage points, respectively [2] - New investments in green energy transition accelerated, with over 430 million kilowatts of new wind and solar capacity added, and total installed capacity surpassing 1.8 billion kilowatts [2] Group 3 - Private enterprises' investment in energy projects grew by 12.9% year-on-year, focusing on solar power, wind energy, and coal mining [3] - By the end of 2025, the installed capacity of new energy storage systems reached 136 million kilowatts, a more than 40-fold increase compared to the end of the 13th Five-Year Plan [3] - The average utilization hours of new energy storage systems reached 1,195 hours, an increase of nearly 300 hours from 2024 [3]

Core Viewpoint - The National Energy Administration (NEA) has outlined the energy situation for 2025, emphasizing energy security, green low-carbon transformation, and orderly industry development as key areas of focus for the upcoming years [9][10][12]. Group 1: Energy Supply and Security - By 2025, China's energy supply security will be significantly enhanced, with coal production stable and oil and gas output reaching historical highs, including a 1.5% increase in crude oil production and a 6.2% increase in natural gas production [9][10]. - The electricity supply will remain stable, supported by the commissioning of several ultra-high voltage direct current transmission projects, improving the interconnectivity of the power system [9][10]. Group 2: Green Low-Carbon Transformation - The development of renewable energy will accelerate, with new wind and solar installations exceeding 430 million kilowatts, bringing the total installed capacity to over 1.8 billion kilowatts, and renewable energy generation accounting for over 60% of total power generation [9][10]. - Renewable energy generation is projected to reach approximately 4 trillion kilowatt-hours, surpassing the combined electricity consumption of the 27 EU countries [9][10]. Group 3: Industry Development - The photovoltaic industry will undergo comprehensive regulation, with polysilicon and wafer prices expected to rise by 52% and 35.6%, respectively, by the end of 2025 [10]. - The price of thermal coal at the port is projected to reach 690 yuan per ton, reflecting a 75 yuan increase from the lowest point of the year [10]. Group 4: Winter Energy Supply Assurance - The overall temperature this winter is expected to be close to or slightly warmer than the historical average, but with frequent cold spells, leading to record-breaking electricity loads, including a peak load of 1.433 billion kilowatts on January 21 [12][13]. - The NEA is ensuring stable energy supply through robust monitoring and coordination, with sufficient fuel reserves and optimized electricity supply strategies [13][14]. Group 5: New Energy Storage Development - By the end of 2025, the installed capacity of new energy storage is expected to reach 136 million kilowatts, a growth of 84% compared to the end of 2024, with an average storage duration of 2.58 hours [19][22]. - The North China region will account for the largest share of new energy storage installations, with significant contributions from provinces like Xinjiang and Inner Mongolia [20][21]. Group 6: Electricity Market Development - The total electricity trading volume in 2025 is projected to reach 6.64 trillion kilowatt-hours, a year-on-year increase of 7.4%, with market-based transactions accounting for 64% of total electricity consumption [26][27]. - Cross-regional electricity trading is expected to grow significantly, reaching 1.59 trillion kilowatt-hours, marking an 11.6% increase from the previous year [26][27]. Group 7: Green Certificate Market - The green certificate market is anticipated to see a substantial increase, with a total of 930 million certificates traded in 2025, representing a 120% year-on-year growth [40][41]. - The average trading price of green certificates is expected to stabilize and rise, with a projected average price of approximately 4.14 yuan per certificate in the second half of 2025, a 90% increase from the first half [40][41].

Group 1 - The core viewpoint of the news highlights a strong performance in the Hong Kong power equipment sector, with notable increases in stock prices for companies like Goldwind Technology, GCL-Poly Energy, Dongfang Electric, and Harbin Electric [1] - Elon Musk announced at the Davos Forum that Tesla and SpaceX plan to build a total of 200GW solar capacity in the U.S. over the next three years, significantly exceeding the market's annual expectation of 10-20GW, indicating a strategic upgrade in the solar industry towards "AI computing power + energy infrastructure" [1] - The North American market is experiencing a surge in power equipment demand driven by aging grid updates and electricity needs from AI data centers, with delivery times for power transformers and high-voltage cables in Europe and the U.S. nearly doubling [1] Group 2 - From January to November 2025, China's exports of transformers, high-voltage switches, and wires and cables are expected to grow by 35.3%, 29.4%, and 22.9% year-on-year, respectively, indicating a strong overseas market presence [1] - Huatai Securities is optimistic about the accelerated construction of a national unified electricity market, predicting steady growth in grid investment during the 14th Five-Year Plan period, with high demand for UHV construction and continued rapid growth in main grid investment, supported by a 4 trillion yuan investment from the State Grid, benefiting power equipment manufacturers [1]

Group 1 - The electric grid equipment ETF (159326) experienced a single-day surge of 7.6% and has seen a slight pullback of 2%, with net subscriptions reaching 918 million units, indicating strong investor interest [1] - The ETF has recorded a total net inflow of 6.645 billion yuan over the past eight days, making it the leading electric grid theme ETF [1] - The ETF's latest scale has surpassed 11.778 billion yuan, positioning it as the largest in the electric grid theme category [3] Group 2 - Elon Musk highlighted the explosive growth in power demand for AI supercomputing clusters and data centers, leading to a critical shortage of high-performance transformers [2] - The North American market is experiencing a surge in demand for electrical equipment driven by aging grid updates and the electricity needs of AI data centers, with delivery times for transformers and high-voltage cables nearly doubling [2] - China's exports of transformers, high-voltage switches, and wires and cables are projected to grow by 35.3%, 29.4%, and 22.9% respectively from January to November 2025, indicating a strong international market presence [2] - The National Development and Reform Commission and the Energy Administration issued guidelines to promote high-quality development of the electric grid, encouraging proactive investment in grid construction [2] - Huatai Securities is optimistic about the acceleration of the national unified electricity market construction, predicting steady growth in grid investment during the 14th Five-Year Plan period, with high demand for ultra-high voltage construction [2]