Rx 荣续智库 零碳园区白皮书系列 赤峰高新技术 产业开发区 UIIII 建设零碳园区是我国锚定"双碳"目标、培育壮大绿色生产力的重要载体， 更是推动能源革命与产业变革协同共进的关键抓手。 作为国家碳达峰试点园区,赤峰高新技术产业开发区立足内蒙古风光资源 富集优势,主动承接国家战略使命,以绿色转型为核心,在零碳园区建设 领域开展了一系列探索实践,为区域高质量发展注入绿色动能。 赤峰高新区地处京津冀协同发展辐射圈与黄河流域生态保护和高质量发展 战略叠加区,凭借丰富的可再生能源资源与坚实的工业基础,逐步构建起 "绿电供给+绿色制造+循环利用"的低碳发展体系。园区率先推进绿色供 电项目落地,实现风储一体化项目全容量并网,布局我国最大绿色氢氨项 目,在新能源开发、传统产业降碳、生态碳汇协同等方面积累了宝贵经验。 本白皮书系统梳理赤峰高新区零碳园区建设的基础条件与实践路径,全面 呈现园区在能源结构优化、产业绿色升级、生态保护修复、制度创新保障 等方面的成果与规划。旨在通过总结可复制、可推广的零碳发展模式,为 全国同类园区绿色转型提供参考借鉴,同时凝聚社会共识,汇聚政企研各 方力量，共同推动零碳园区建设迈向纵深。 未来, ...

人类不同于绿色植物，无法通过光合作用自给自足，要想活下去，必定需要依赖能源。随着寒冷季节临近，欧洲的局势愈发紧张，尤其是因为俄罗斯切断了 天然气供应，整个欧洲大有寒冬将至的感觉。对于普通的德国家庭来说，每个月仅暖气费用就要支付700欧元（约合人民币4996元），这无疑是一笔沉重的 负担，几乎让人难以承受。 1973年，美国的汽油价格从3美元一桶飙升至12美元一桶，随之而来的是美国实施油票制度，英国实行一周三天工作制，德国人周末不开车成为了法律要 求。美国街头，因缺油而抛锚的汽车随处可见。这一切无不表明，美国这个号称车轮上的国家终于亲身感受到了能源危机的严峻现实。 美国本土的石油资源并不缺乏，石油工业的发源地就是美国，洛克菲勒家族也正是凭借石油致富，至今其资产已超过45万亿美元。然而，在上世纪70年代的 美国，石油这一资源的重要性并未得到足够重视。美国习惯性地把自己国家的石油储备封存起来，而频频把目光投向中东等他国的石油。可这一切，最终都 导致了石油供应的紧张与价格的飙升。那么，美国究竟要如何解决石油问题呢？难道只能通过购买？显然，购买石油需要付出巨大的成本，那么，难道应该 通过抢夺他国的石油来满足需求？美国一 ...

Core Viewpoint - The Inner Mongolia Energy Bureau has received approval from the National Energy Administration for the power supply plans of the Kubuqi electricity transmission projects to Shanghai and Jiangsu, with construction expected to start by the end of 2026 [1] Group 1: Project Overview - The Kubuqi electricity transmission project to Shanghai plans to build 8 million kilowatts of solar power, 4.5 million kilowatts of wind power, 2.64 million kilowatts of supporting coal power, and 900 megawatt-hours of new energy storage, with a total investment of approximately 63.2 billion yuan [1] - The Kubuqi electricity transmission project to Jiangsu plans to build 8 million kilowatts of solar power, 4 million kilowatts of wind power, 2.64 million kilowatts of supporting coal power, and 816 megawatt-hours of new energy storage, with a total investment of approximately 64.2 billion yuan [1] - Upon completion, these projects are expected to deliver approximately 72 billion kilowatt-hours of electricity annually to the East China region, with over 60% coming from renewable energy sources [1] Group 2: Regional Energy Development - Inner Mongolia has been approved for six national-level desert renewable energy bases, with a total planned renewable energy installed capacity of 72 million kilowatts [2] - The development of large-scale wind and solar bases in desert areas will lead to a new phase of explosive growth in Inner Mongolia's UHV (Ultra High Voltage) power grid construction [2] - The State Grid Mengdong Electric Power Company plans to construct 12 UHV transmission line projects during the 14th Five-Year Plan period, which will significantly increase the external electricity delivery capacity [2] Group 3: Future Projections - After the completion of the "Six AC and Six DC" projects, along with the existing "Five AC and Three DC" lines, the total delivery capacity of Inner Mongolia's UHV power grid will reach 96.7 million kilowatts [3] - The external electricity delivery volume from Inner Mongolia is expected to exceed 1 trillion kilowatt-hours during the 14th Five-Year Plan period, with 11 provinces and cities receiving power [3] Group 4: Specific Projects and Timelines - The Kubuqi-Shanghai UHV DC transmission project, known as "Mengdian into Shanghai," is crucial for Shanghai's future economic and energy security, with an expected annual delivery of 40 billion kilowatt-hours upon full operation [4] - The Jiangsu project is expected to enhance the province's electricity balance capabilities by the end of 2027 [4] - The project to deliver electricity from the Inner Mongolia desert base to East China is included in the national power development plan, with construction expected to begin in 2025 [4]

免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方 便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。 当次会议明确，今年将充分挖掘风、光、水、秸秆等资源潜力，加快推动"绿氢+"重大项目落地建设、 投产达效。 资讯编辑：罗莹 021-26093550 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 2月4日，吉林省召开专题会议，研究2026年新能源开发及"绿氢+"产业发展工作。据悉，该省锚定今年 新能源新增开发装机突破1000万千瓦，产业投资超过1000亿元。 吉林省风光资源富集。目前，该省"陆上风光三峡"工程持续推进，新能源产业链条聚优成势。据国网吉 林省电力有限公司数据，"十四五"期间，吉林新增风电、光伏装机1692.1万千瓦，是"十三五"时期新增 规模的3.6倍；新能源装机容量突破全省总装机容量50%，超越火电成为第一大电源。 ...

Core Viewpoint - The construction of a new power system is a major strategy personally planned and deployed by General Secretary Xi Jinping, emphasizing the need for systematic planning and efficient development of renewable energy resources [1] Group 1: Systematic Planning of Renewable Energy - The company suggests systematic planning for the efficient development of renewable energy, including the coordinated development of nearshore and deep-sea resources, and the establishment of offshore transmission corridors [1] - It recommends optimizing distributed photovoltaic development plans and exploring full-grid connection models for industrial parks and rural areas [1] - The promotion of the fifth ultra-high voltage direct current project for transferring electricity from Inner Mongolia to Jiangsu is also highlighted [1] Group 2: Scientific Configuration of System Regulation Resources - The company emphasizes the need for forward-looking planning of optimal technical and economic configurations for power system regulation resources [1] - It suggests formulating plans for deep adjustment of coal power and the development of pumped storage resources both within and outside the province [1] - Increased support for key technologies in medium to long-term energy storage and the establishment of energy storage capacity pricing are recommended [1] Group 3: Expanding Green Electricity Applications - The focus is on the urgent demand for green electricity from new entities such as zero-carbon parks, promoting efficient coupling of renewable energy development with zero-carbon park construction [1] - The company advocates for the promotion of distributed photovoltaic development in "whole villages" and "whole parks," as well as expanding pilot projects for direct green electricity connections [1] Group 4: Market Orientation and Policy Support - The company aims to promote coordination between inter-provincial and intra-provincial markets to reduce the cost of purchasing electricity from outside the province [1] - It suggests constructing a joint operation model for long-term and spot electricity markets, optimizing rules for the entry of new energy into the market [1] - Strengthening the connection between time-of-use electricity pricing policies and the spot market is also recommended, along with the development of auxiliary service market varieties [1]

Core Viewpoint - Jilin Province is focusing on the development of new energy and "green hydrogen+" industries, aiming for over 10 million kilowatts of new energy installed capacity and more than 100 billion RMB in industrial investment by 2026 [1] Group 1: New Energy Development - Jilin Province has abundant wind and solar resources, with the "onshore wind and solar Three Gorges" project progressing [1] - During the 14th Five-Year Plan, Jilin added 16.921 million kilowatts of wind and solar installed capacity, which is 3.6 times the scale added during the 13th Five-Year Plan [1] - The installed capacity of new energy has surpassed 50% of the province's total installed capacity, overtaking thermal power to become the largest power source [1] Group 2: Green Hydrogen Initiatives - The meeting emphasized the need to explore the potential of wind, solar, water, and straw resources to accelerate the implementation of major "green hydrogen+" projects [1] - Jilin Province plans to focus on applications such as green hydrogen heating, hydrogen fuel vehicles, and green hydrogen peak-shaving power stations [1] - The government aims to integrate resources from government, industry, academia, and research to enhance policy support, innovate business models, and expedite the commercialization of hydrogen energy research outcomes [1]

大容量背后有新科技。"机组关键部件100%国产化，采用自主研发的翼型叶片，捕风效率达到全球领先 水平;在整机轻量化设计上取得突破，单位兆瓦重量较行业平均水平降低20%以上，降低了吊装施工难 度与基础建造成本。"金风科技海上业务单元总经理于晨光说。 习近平总书记强调："我国风电、光伏等资源丰富，发展新能源潜力巨大""要狠抓绿色低碳技术攻关"。 随着国产化技术不断突破、经济性持续提升，我国海上风电累计装机已占全球海上风电总装机的一半以 上。截至2025年底，我国风电累计装机容量达6.4亿千瓦，同比增长22.9%，连续10余年稳居全球第一。 "中国风"攀上更高峰，有量的突破，更有质的提升。2025年，我国风电产业向新向优发展，更多地区的 风能资源得到高效开发。 持续加强技术研发，产业链上下游更加成熟—— 从一只叶片看提质升级。2025年9月，中材叶片阳江公司生产的122米叶片，经受住了超强台风"桦加 沙"的考验。 随着长度147米的叶片缓缓升起，与50多层楼高的轮毂精准对接，20兆瓦海上风机1月13日在福建海域成 功吊装，刷新全球实际海洋环境中已吊装机组单机容量最大纪录。 定制生产拓展市场空间，应用场景更加多元—— ...

Core Viewpoint - Oil remains a crucial energy source globally, with ongoing efforts to develop alternative energies like solar and electric power not yet yielding ideal results [1] Group 1: Shale Oil Overview - Shale oil has emerged as a new energy source, with the U.S. claiming it can reduce dependence on Middle Eastern oil [3] - China has also discovered significant shale oil reserves, which could alleviate its oil supply issues if conditions are favorable [3] - Countries rich in oil resources benefit significantly, while those lacking must exert considerable effort to secure oil [3] Group 2: Characteristics and Distribution of Shale Oil - Shale oil is a unique energy source found in the gaps of shale layers, including interlayers of mud shale, and is primarily concentrated in the U.S., China, Canada, and Italy among others [6] - The extraction of shale oil is challenging due to its high density and low permeability, requiring specialized techniques for extraction [8] Group 3: U.S. Shale Oil Development - Since 2018, U.S. crude oil exports have surged to over 13 million barrels per day, with more than half being shale oil, positioning the U.S. as the world's largest oil exporter [10] - The commercialization of shale oil in the U.S. has altered domestic supply and demand dynamics and has led the way in global energy development [12] Group 4: Historical Development of U.S. Shale Oil - Prior to 1999, U.S. shale oil production was minimal, with only 27 tons per day, but recognition of its importance grew post-2000 [14] - The discovery of horizontal drilling and hydraulic fracturing techniques in 2005 significantly boosted shale oil production, with output surpassing 1 million tons by 2007 [16] - By 2017, U.S. shale oil production had reached a considerable scale, driven by technological advancements and abundant reserves [18] Group 5: Economic and Environmental Considerations - Shale oil's lower extraction costs compared to traditional oil make it a significant factor in oil price dynamics [12] - Despite its advantages, shale oil has limitations, with global reserves only accounting for 4% of total oil reserves, and extraction costs varying widely based on geological conditions [20] - Environmental concerns arise from shale oil extraction, including potential water contamination and seismic activity due to hydraulic fracturing [20] Group 6: China's Shale Oil Potential and Challenges - China ranks third globally in shale oil reserves, following the U.S. and Russia, with the potential to reduce production costs and reliance on international oil prices [20] - However, China's geological conditions complicate extraction, with shale oil located deeper and requiring more advanced technology and significant initial investment [20] - The need for substantial freshwater resources for shale oil extraction poses a challenge, especially in densely populated areas, raising concerns about water safety and environmental impact [20] - Current conditions suggest that large-scale shale oil extraction in China is not optimal, and a focus on research and development is recommended to ensure sustainable practices and future advancements [20]

Group 1 - China has made significant progress in the renewable energy sector, positioning itself at the forefront globally due to technological breakthroughs and strategic considerations for future global dynamics [1] - The recent U.S. military action against Venezuela reflects a strategic shift, focusing on the Western Hemisphere and avoiding full-scale wars, aligning with Trump's previous statements about refocusing U.S. strategy [3] - The U.S. aims to control Venezuela for its oil resources, with Trump openly stating that the U.S. is in the oil business and will not restrict oil trade, potentially increasing U.S. oil exports to countries like China and Russia [5] Group 2 - While U.S. control over Venezuela may increase oil exports, the ultimate financial benefits will not reach the Venezuelan people but will instead enrich the U.S., indicating a form of economic imperialism [7] - The U.S. could dominate oil trade, creating an unequal trading environment for major oil-importing countries like China, thus gaining bargaining power and control over pricing [9] - The development of renewable energy is crucial for China to mitigate the risks of oil dependency and potential economic pressure from the U.S., as the latter's control over oil resources poses a significant threat to China's economic stability [11][13]

Core Viewpoint - The company is focusing on two strategic priorities: the "Shage Desert Base" and the "Offshore Wind Power Base," while advancing its onshore wind and photovoltaic power businesses, and promoting emerging sectors such as pumped storage, new energy storage, and solar thermal energy [1] Group 1 - The company is committed to optimizing incremental projects and enhancing existing benefits [1] - The company aims to accelerate the large-scale development, professional construction, and high-quality growth of renewable energy [1]