▲ 2 0 2 5年1 2月2 5日，浙江天台抽水蓄能电站首台机组并入国家电网，至此，浙江抽水蓄能并网规模超过1 0 0 0万千瓦。图为国网浙江电力建设 天台抽水蓄能电站5 0 0千伏送出工程。丁瑾如/摄 2020年，我国向世界作出承诺：二氧化碳排放力争于203 0年前达到峰值，努力争取2060年前实现碳中和。 在"双碳"目标引领下，构建新型电力系统、新型能源体系要求先后提出，能源清洁化进程提速。 党的二十届四中全会对"加快规划建设新型能源体系"作出重要部署，强调要"推动能源清洁低碳高效利用"。 作为经济大省、能源消费大省，"十四五"时期，浙江坚定不移落实中央部署，加快推动战略要求转化为扎实行动，尤其是新能源发展取 得令人瞩目的成就。 "十五五"是实现碳达峰的关键五年，浙江如何以能源为抓手，推动"能耗双控"向"碳排双控"转型，在能源革命的深水区闯关探路，书写 能源高质量发展的浙江文章？ 从风光倍增到系统融合 如何破解"幸福的烦恼" "十四五"时期，浙江实施"风光倍增计划"，即用五年时间实现省内风光电源装机翻一番。 事实却是，浙江仅用两年半就完成目标，最终实现风光装机翻两番的跃升。 截至2 025年底，全省风光 ...

Core Viewpoint - The construction of an energy powerhouse is crucial for national security, economic development, and global governance, with a strong emphasis on the development of renewable energy as a strategic pillar [2][3]. Group 1: Strategic Importance of Renewable Energy - The development of renewable energy is essential for ensuring national energy security and supporting modernization, as China's energy demand continues to grow, and reliance on fossil fuel imports poses risks [2]. - Since the 14th Five-Year Plan, renewable energy has accounted for over 80% of all new power generation installations, with cumulative installed capacity ranking first globally, making it a dominant source of new power [2]. - Large-scale renewable energy development is fundamental to reducing dependence on foreign energy and establishing a self-sufficient energy supply system, providing stable energy support for a large population [2]. Group 2: Economic Growth and High-Quality Development - The renewable energy sector is a key driver for cultivating new growth engines and promoting high-quality economic development, characterized by its green technology and long industrial chain [3]. - The sector creates significant investment opportunities and jobs across various areas, including large wind and solar bases, distributed photovoltaics, and smart microgrids [3]. - New business models are emerging through the integration of renewable energy with digital economies, such as virtual power plants and vehicle-to-grid interactions, shaping a modern industrial system [3]. Group 3: Challenges and Solutions for High-Quality Development - The core challenges in renewable energy development have shifted from grid connection issues to efficient consumption and system support, highlighting the need for improved system integration and optimization capabilities [4]. - A fundamental shift in development philosophy is required, moving from scale expansion to integrated development, including multi-energy integration and breaking down silos in energy production, transmission, consumption, and storage [5]. - The recognition of value must expand from a single dimension to a multi-dimensional perspective, encompassing various benefits such as green electricity, flexible system regulation, and international cooperation [6]. Group 4: Implementation Strategies for Integrated Development - Strengthening planning guidance is essential for building system-friendly renewable energy projects, with clear goals and regional layouts outlined in national energy planning [7]. - Market reforms are necessary to create a power market system that accommodates a high proportion of renewable energy, including the establishment of a multi-tiered market system [7]. - Fostering technological advancements and establishing integrated technical standards are crucial for optimizing multi-energy systems and enhancing smart energy capabilities [7]. Group 5: Pilot Projects and Collaborative Ecosystems - Pilot projects for integrated renewable energy development are being planned in key areas, focusing on replicable and scalable business models [8]. - Collaborative mechanisms between energy and other sectors, such as industry, transportation, and construction, are being developed to promote infrastructure interconnectivity and sharing [9].

Core Viewpoint - The article emphasizes the importance of building a strong energy nation in China, highlighting the need for comprehensive improvements in energy technology, industrial chains, and system capabilities to enhance international competitiveness and support sustainable economic development [2]. Group 1: New Energy System Construction - The new energy system is a central theme in the transition to an energy powerhouse, with a focus on accelerating the construction of this system and achieving carbon peak goals [3]. - The development of non-fossil energy sources will be prioritized, with significant expansions in wind and solar power capacity, aiming for an additional 200 million kilowatts of installed capacity by 2026 [3]. - The integration of various energy sources, including biomass, geothermal, and marine energy, will complement the new energy system [3]. Group 2: Clean and Efficient Use of Fossil Fuels - The transition to cleaner and more efficient use of fossil fuels is essential during the period when new energy sources are not yet dominant [4]. - Coal power will be transformed into a flexible and clean energy source through technological upgrades and innovative mechanisms, ensuring energy supply security [4]. - By 2026, initiatives will be implemented to promote carbon capture and utilization in the oil and gas sector, facilitating the integration of fossil fuels with new energy [5]. Group 3: New Power System Development - A new power system must be established to ensure the efficient transmission and management of clean energy, requiring the construction of high-voltage transmission lines and smart grid systems [5]. - By 2026, a power supply alert mechanism will be established to enhance the interconnection of power grids and improve user-side responsiveness [5]. Group 4: Overcoming Bottlenecks in New Energy Development - China aims to lead global energy transformation, with a target of achieving a total installed capacity of wind and solar power reaching six times that of 2020 by 2035 [6]. - The challenges faced by the power system, such as the inability to transmit green energy from the west to the east and the volatility of renewable energy generation, need to be addressed through integrated and innovative development [6][7]. - The focus will shift from mere scale expansion to value creation through system collaboration, enhancing the reliability and market competitiveness of new energy [7]. Group 5: Coal Consumption Trends - Coal consumption in China has shown signs of decline, with a notable negative growth for the first time since 2017, but short-term demand remains resilient due to various factors [10]. - The long-term trend indicates a gradual reduction in coal consumption, with a peak expected around 2027, transitioning coal's role from a primary energy source to a backup energy source [11]. - The integration of coal and new energy will be emphasized, promoting the development of clean energy alternatives in coal mining areas [12][13]. Group 6: Future Industry Development - The "14th Five-Year Plan" outlines the need to cultivate future industries such as quantum technology, hydrogen energy, and nuclear fusion, which are crucial for energy security and sustainable development [15]. - Hydrogen energy is seen as a key component of the future energy system, with efforts to promote its commercialization and integration into the energy landscape [16]. - Nuclear fusion is positioned as a long-term solution for energy challenges, with significant investments and research expected to accelerate its development [17].

Core Viewpoint - The development of a strong energy nation is crucial for China's economic and social progress, emphasizing the need for comprehensive enhancement of energy technology, industrial chains, and system capabilities to boost international competitiveness and support sustainable development [1]. Group 1: New Energy System Construction - The new energy system is the main focus in building a strong energy nation, with a shift from top-level design to comprehensive construction during the "14th Five-Year Plan" and "15th Five-Year Plan" periods [2]. - The goal is to significantly increase the share of non-fossil energy, with plans to add over 20 million kilowatts of wind and solar power capacity annually by 2026 [2]. - The development of clean energy sources such as wind, solar, hydro, and nuclear power will be prioritized, while also promoting biomass, geothermal, and marine energy as supplementary sources [2]. Group 2: Clean Utilization of Fossil Energy - The transition to cleaner and more efficient use of fossil energy is essential during the transitional period, with coal power being upgraded to serve as a flexible and stable backup for renewable energy [3]. - By 2026, initiatives will be implemented to enhance coal power's low-carbon development through technology upgrades and innovative mechanisms [3]. - A new electric power system will be established to ensure efficient distribution and utilization of clean energy, including the construction of high-voltage lines and smart grids [3]. Group 3: Challenges in New Energy Development - The rapid growth of new energy capacity has led to challenges in the power system, including difficulties in transmitting green electricity from western regions to eastern cities and the volatility of renewable energy generation [6]. - The National Energy Administration aims to promote integrated development of new energy by 2030, enhancing reliability and market competitiveness [6][7]. - The optimization of power system regulation capabilities is crucial, with a goal to significantly improve these capabilities by 2027 to support the integration of over 20 million kilowatts of new energy annually [8]. Group 4: Coal Consumption Trends - Coal consumption in China has shown signs of decline, with a negative growth rate for the first time since 2017, but short-term demand is expected to remain resilient due to the need for coal in power generation and chemical industries [10]. - The long-term trend indicates a gradual reduction in coal consumption as part of the carbon peak strategy, with coal's role shifting from a primary energy source to a backup energy source [11]. - The integration of coal and new energy is emphasized, with initiatives to develop renewable energy in coal-producing regions and promote clean energy alternatives [11][12]. Group 5: Future Energy Technologies - The "15th Five-Year Plan" highlights the importance of future industries such as hydrogen energy and nuclear fusion, which are seen as key components for ensuring energy security and sustainable development [14]. - Hydrogen energy is recognized for its potential but faces challenges in achieving market competitiveness due to a lack of sufficient application scenarios [15]. - The development of nuclear fusion is positioned as a long-term goal, with significant investments and research needed to overcome technical and commercial hurdles [16]. Group 6: Overall Energy Strategy - Building a strong energy nation is a strategic task for the "15th Five-Year Plan" and is essential for China's modernization efforts, requiring collaboration among government, enterprises, and society [17].

Core Viewpoint - The development of a strong energy nation is crucial for China's economic and social progress, emphasizing the need for comprehensive enhancement of energy technology, industrial chains, and system capabilities to boost international competitiveness and support sustainable development [1]. Group 1: New Energy System Construction - The new energy system is the main focus in building a strong energy nation, with a shift from top-level design to comprehensive construction during the "15th Five-Year Plan" period [2]. - The goal is to significantly increase the share of non-fossil energy, with plans to add over 200 million kilowatts of wind and solar power capacity annually by 2026 [2]. - The integration of various energy sources, including biomass, geothermal, and marine energy, will complement the new energy system [2]. Group 2: Clean and Efficient Use of Fossil Energy - The transition to cleaner and more flexible coal power is essential during the transition period, with coal power expected to act as a stabilizer for energy supply [3]. - By 2026, efforts will focus on upgrading coal power technology and promoting carbon capture and utilization in the oil and gas sector [3]. - The construction of a new power system will require the establishment of high-voltage lines and smart grids to ensure efficient energy distribution [3]. Group 3: Overcoming Bottlenecks in New Energy Development - China aims to lead global energy transformation, with a target of achieving six times the wind and solar power capacity by 2035 compared to 2020 levels [5]. - Challenges such as the inability to transmit green electricity from western regions to eastern cities and the volatility of renewable energy generation need to be addressed [6]. - The focus will shift from simple capacity expansion to system collaboration and value creation in new energy development [6]. Group 4: Coal Consumption Trends - Coal consumption in China has shown signs of decline, with a negative growth rate for the first time since 2017, but short-term demand is expected to remain resilient [9]. - The long-term trend indicates a gradual reduction in coal consumption, with a peak expected around 2027, after which a more significant decline is anticipated [10]. - The integration of coal and new energy is essential for the sustainable development of the coal industry, with initiatives to develop renewable energy in coal mining areas [11]. Group 5: Future Industry Development - The "15th Five-Year Plan" emphasizes the need to cultivate future industries such as hydrogen energy and nuclear fusion, which are critical for energy security and sustainable development [14]. - Hydrogen energy is seen as a key component of the future energy system, with efforts to support pilot projects and promote large-scale applications [15]. - Nuclear fusion is positioned as a long-term solution for energy challenges, with significant investments and research needed to overcome commercialization hurdles [16][17].

作者 | 第一财经 郭霁莹 能源投资正加速成为国内经济发展的新增长点。 国家能源局1月30日披露的数据显示，2025年全国能源重点项目完成投资额首次超过3.5万亿元，同 比增近11%，增速分别高于同期基础设施、制造业12.9、10.1个百分点。内蒙古、新疆、山东、广 东、江苏五地能源投资居前，完成额均超2000亿元。 关于如何保障新一年能源投资接续发力，国家能源局发展规划司副司长邢翼腾表示，国家能源局将围 绕激发市场活力、优化发展环境等方面加大政策支持力度，打通项目落地"最后一公里"，让收益看得 见、项目转得动。 2026.01. 30 本文字数：1996，阅读时长大约3分钟 在他看来，接下来新能源发展不应继续"单兵作战"，而要作为新型能源体系的关键一环，与系统中电 源、储能、电网以及千行百业的生产消费深度结合，以此提升发展自主性、增强市场竞争力。 基于此，"新能源集成融合发展"将是必要选择，也将成为能源项目投资未来的重要方向。 投资"向新向绿" 从项目业态看，过去一年国内在能源绿色转型上的投资加快释放，能源安全保障等关键领域的投资持 续扩大。 能源转型投资方面，"向绿向新"势头稳固。2025年全国风电光伏新 ...

能源投资正加速成为国内经济发展的新增长点。 国家能源局1月30日披露的数据显示，2025年全国能源重点项目完成投资额首次超过3.5万亿元，同比增 近11%，增速分别高于同期基础设施、制造业12.9、10.1个百分点。内蒙古、新疆、山东、广东、江苏 五地能源投资居前，完成额均超2000亿元。 "新能源集成融合发展"将成为未来投资的重要方向 关于如何保障新一年能源投资接续发力，国家能源局发展规划司副司长邢翼腾表示，国家能源局将围绕 激发市场活力、优化发展环境等方面加大政策支持力度，打通项目落地"最后一公里"，让收益看得见、 项目转得动。 投资"向新向绿" 从项目业态看，过去一年国内在能源绿色转型上的投资加快释放，能源安全保障等关键领域的投资持续 扩大。 "我国新能源发展取得了历史性成就，但也面临一些新问题、新挑战。"国家能源局电力司副司长刘明阳 在会上举例称，电力系统对大规模波动性新能源的实时平衡和消纳能力有待加强，新能源开发与土地、 林草、海洋、生态等方面的协调要求更高，新能源与不同产业融合的模式和市场化机制还需进一步探索 完善。 在他看来，接下来新能源发展不应继续"单兵作战"，而要作为新型能源体系的关键一环， ...

Core Viewpoint - The National Energy Administration (NEA) is set to release the "14th Five-Year" energy plan in the first half of 2023, transitioning the development model of renewable energy from isolated efforts to integrated and collaborative development, which will be a key trend in 2026 [1][2]. Group 1: Energy Planning and Goals - The "14th Five-Year" energy plan aims to establish a new energy system, with a target for non-fossil energy consumption to reach 25% by 2030 and renewable energy generation capacity to exceed 50% [2][3]. - The NEA plans to enhance the integration of energy planning with national economic and social development, with the finalized plan expected to be released in the first half of 2023 [2]. Group 2: Supply and Demand Strategies - The NEA will focus on both supply and demand sides to increase the share of non-fossil energy, promoting a balanced development of wind, solar, hydro, and nuclear power, with an annual growth target of 200 million kilowatts [3]. - On the demand side, efforts will be made to improve energy efficiency in key sectors such as industry, construction, and transportation, while expanding the use of green electricity [3][4]. Group 3: Integrated Development of Renewable Energy - The concept of "integrated and collaborative development" will be emphasized, moving away from isolated approaches to a more systemic integration of renewable energy with various industries and energy sources [6][7]. - The NEA aims to create new energy production and consumption models through "Renewable Energy +", promoting diverse applications in buildings, transportation, and rural revitalization [7][8]. Group 4: Challenges and Opportunities - The renewable energy sector faces challenges such as the need for improved real-time balancing and absorption capabilities for large-scale variable energy sources [6]. - There is significant potential for distributed renewable energy solutions, but current projects in green methanol and sustainable aviation fuel are limited due to demand uncertainties and policy instability [9]. Group 5: Future Directions and Innovations - The NEA is expected to drive the development of new energy storage solutions and flexible coal power systems to support the stability of renewable energy [10]. - The focus will also be on expanding the market for green hydrogen, ammonia, and other renewable energy applications, creating new growth opportunities for the industry [8].

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].

新华财经北京1月30日电（记者安娜） 记者30日从国家能源局获悉，2025年，我国可再生能源发电量约 4.0万亿千瓦时，超过欧盟27国用电量之和。 当日，国家能源局在北京举行新闻发布会。国家能源局发展规划司副司长邢翼腾在会上提供了上述数 据。 "2025年，我国能源供应保障能力有效提升，供需总体宽松，多项重要政策举措密集出台，行业健康有 序发展，新型能源体系建设基础持续夯实，助力我国经济持续回升向好。"邢翼腾在会上说。 据他介绍，2025年是"十四五"以来我国能源保供成效最好的一年，原煤生产保持稳定，规上工业原煤产 量同比增长1.2%；油、气产量双创历史新高，规上工业原油产量同比增长1.5%，规上工业天然气产量 同比增长6.2%；电力供应平稳有序，一批特高压直流输电工程投产送电，电力系统互补互济水平持续 提升。 2025年，我国绿色低碳转型步伐加快，有关部门制定出台新能源集成融合发展、促进新能源消纳和调控 等一系列政策措施，助力新能源发展提质增效。邢翼腾在会上提供的数据显示，2025年，我国风电光伏 新增装机超过4.3亿千瓦、累计装机规模突破18亿千瓦，可再生能源发电装机占比超过六成。 与此同时，我国深入推进 ...