"今年我主要关注新能源领域，提交了多项建议，核心是围绕新能源发展过程中的需求，聚焦新能源高质量发展、农村光伏应用、 建筑光伏一体化等关键领域。"今年全国两会期间， 全国人大代表，隆基绿能董事长、总经理钟宝申 在接受《中国能源报》记者 采访时表示。 坚持高标准引领，破解光伏行业 "内卷式" 竞争 当前我国光伏产业链产能约 1 400GW，远超全球年均需求，供需失衡引发低价恶性竞争。行业普遍亏损挤压研发投入，产品质量 下滑，创新动能不足。同时，欧美、印度等加快本土光伏产能布局，试图以新技术实现赶超，我国光伏产业国际领先优势面临挑 战。虽 "反内卷" 虽初见成效，但行业复苏分化、低水平竞争等问题未根本解决，亟需以高标准规范竞争、推动高质量发展。 如何破除行业"内卷"？一是按产业链环节分类施策，硅料硅片抓能耗环保、电池抓技术准入、组件抓质量监管，淘汰落后产能。 二是提高组件安全与可靠性强制标准，防范火灾与极端天气风险，保障电站与用户安全。三是建立转换效率强制准入，优化招投 标与并网规则，推动 "优质优价"。四是借鉴 "三道红线" 建立企业财务风险监管体系，约束过度融资，鼓励兼并重组，提升行业 集中度，引导竞争从价格转 ...

文 | 能源中国客户端 全国政协十四届四次会议和十四届全国人大四次会议将于3月4日和3月5日在北京召开。 时值"十五五"规划开局之年，全国人代会将审查"十五五"规划纲要草案，全国政协会议也 将围绕草案广泛协商建言，共绘国家发展愿景。 站在这一承前启后的历史关口，能源电力行业既承载着经济稳增长的"压舱石"使命，也肩 负着绿色转型的"排头兵"重任。未来五年，行业将如何统筹发展与安全、实现破立并举， 为中国式现代化建设提供坚强能源支撑，或将成为全国两会的核心议题。中能传媒记者为 您梳理能源电力行业十大看点，我们共同期待两会代表委员的建言献策。 看点一 能源强国 党的二十届四中全会作出了建设能源强国的战略擘画，提出了"十五五"初步建成新型能源 体系的目标任务。 "能源强国"的内涵是什么？如何将国家战略转化为系统行动，从顶层设计走向基层实践？ 或将成为今年全国两会的重要议题。 2 0 25年底召开的全国能源工作会议明确提出，要高质量高标准编制实施"十五五"能源规 划。国家能源局发展规划司司长任育之近日表示，2 0 2 6年将发布实施新型能源体系和系 列分领域能源规划。 全国两会期间，心系能源电力的代表委员将围绕能源强国 ...

全国政协十四届四次会议和十四届全国人大四次会议将于3月4日和3月5日在北京召开。 时值"十五五"规划开局之年，全国人代会将审查"十五五"规划纲要草案，全国政协会议也将围绕 草案广泛协商建言，共绘国家发展愿景。 站在这一承前启后的历史关口，能源电力行业既承载着经济稳增长的"压舱石"使命，也肩负着绿 色转型的"排头兵"重任。未来五年，行业将如何统筹发展与安全、实现破立并举，为中国式现代 化建设提供坚强能源支撑，或将成为全国两会的核心议题。中能传媒记者为您梳理能源电力行业 十大看点，我们共同期待两会代表委员的建言献策。 看点一 能源强国 党的二十届四中全会作出了建设能源强国的战略擘画，提出了"十五五"初步建成新型能源体系的 目标任务。 "能源强国"的内涵是什么？如何将国家战略转化为系统行动，从顶层设计走向基层实践？或将成 为今年全国两会的重要议题。 2025年底召开的全国能源工作会议明确提出，要高质量高标准编制实施"十五五"能源规划。国家 能源局发展规划司司长任育之近日表示，2026年将发布实施新型能源体系和系列分领域能源规 划。 全国两会期间，心系能源电力的代表委员将围绕能源强国建设的阶段性目标、重点任务和推进路 ...

Core Viewpoint - China is set to establish the world's largest and fastest-growing renewable energy system by the end of 2025, with total installed capacity reaching 2.34 billion kilowatts, increasing the share of renewable energy from 40% to approximately 60% during the 14th Five-Year Plan period [1][2]. Group 1: Development Speed and Capacity - By 2025, the combined installed capacity of wind and solar power will exceed that of thermal power for the first time, increasing from 530 million kilowatts in 2020 to 1.84 billion kilowatts, marking a historic leap across 13 billion-level milestones [2]. - New energy storage capacity will surpass 100 million kilowatts, accounting for over 40% of the global total, enhancing the stability of wind and solar power generation [2]. Group 2: Green Energy Consumption - The annual trading volume of renewable energy green certificates will exceed the total of previous years, accelerating the establishment of mechanisms for green energy consumption [2]. - Nearly 40% of the total electricity consumption in China is now green electricity, meaning that for every 10 kilowatt-hours consumed, nearly 4 kilowatt-hours are from renewable sources [2]. Group 3: Structural Optimization and Innovation - The optimization of energy supply structure is ongoing, with significant advancements in the renewable energy sector during the 14th Five-Year Plan period, including the establishment of large-scale wind and solar bases [2][3]. - The reform and innovation of energy systems and mechanisms, such as the improvement of green certificate trading mechanisms and market-oriented pricing for renewable energy, are effectively stimulating demand for green electricity [3]. - China has built the largest and fastest-growing renewable energy system globally, contributing significantly to the global low-carbon transition, with exports of wind and solar products helping to reduce carbon emissions by approximately 4.1 billion tons in other countries [3].

2 025年新增装机超4.3亿千瓦、占总新增装机比重超八成，累计装机规模突破1 8亿千 瓦、跃居系统第一大电源，以其为主的新能源新增发电量成为2025年新增用电量主 体……近期发布的一系列权威数据表明，我国风电光伏"量" "质"齐升，能源结构加速 向"绿"，有力带动经济社会发展全面绿色转型。 发展"风光"等新能源产业、构建新型能源体系，不仅是应对气候变化的迫切需求，也 是培育经济增长新动能、重塑全球发展格局的战略选择，同时还关系着人类可持续发 展的共同福祉。中国新能源产业的巨大发展成就，不仅为国内能源安全注入韧性，同 时也推动全球能源绿色低碳转型、为全球气候治理贡献关键方案。 随着新一轮国家自主贡献目标的明确，我国风电光伏将迎来更大发展空间。不过这也 同时意味着，"风光"发展所需的各类要素保障必须及时"跟上"。其中，尤其需要土地 资源的合理保障与高效利用。 土地，是"风光"发展的重要要素，同时也是关键制约因素。风电光伏的能量密度低于 传统化石能源，同等装机容量的机组比火电需要占用更多土地。以风电为例，北京师 范 大 学 环 境 学 院 的 研 究 显 示 ， 其 平 均 每 兆 瓦 装 机 的 " 直 接 土 ...

国家能源局发布的数据显示：截至2025年底，我国可再生能源总装机达到23.4亿千瓦。"十四五"时期，我国建成全球最大、发展最快的可再生能 源体系，可再生能源装机占比由40%提升至60%左右。 习近平总书记指出，"能源安全事关经济社会发展全局""我们要顺势而为、乘势而上，以更大力度推动我国新能源高质量发展"。 2025年，三个方面彰显前所未有的发展速度和力度—— 风电光伏合计装机历史性超过火电，由2020年的5.3亿千瓦增加到2025年的18.4亿千瓦，连续跨越13个亿级台阶。 新型储能装机历史性突破1亿千瓦大关，占全球比重超过40%，"巨型充电宝"让风光发电更稳定。 可再生能源绿色电力证书的全年交易规模超过历年交易量总和，绿色能源消费促进机制加快建立。 这背后，是能源供应结构的不断优化。"十四五"时期，我国新能源实现跃升发展。"沙戈荒"大型风电光伏基地成为新阵地，新增装机超过1.3亿千 瓦，结合特高压输电工程，助力绿电从远方来。目前，我国全社会用电量中绿电占比接近四成，每用10度电就有近4度是绿电。 这背后，是能源消费结构的逐绿前行。我国积极鼓励"开绿车、用绿电"，建成全球最大的电动汽车充电网络；组织相关省份 ...

经观能源 为全面贯彻党中央国务院决策部署，认真落实国家自主贡献目标要求，加快构建新型电力系统，服务新 型能源体系建设，国家电网有限公司立足电网功能定位、发挥央企使命担当，出台若干举措，更好服务 新能源高质量发展。 一、加强工作协同和规划统筹。强化与主管部门、发电企业协同工作机制，共同落实好国家"十五五"规 划，推动国家和地方、电源和电网规划衔接，优化沙戈荒、水风光基地、省内集中式、分布式新能源规 模、布局和时序，保障"十五五"年均不低于2亿千瓦新能源接网和高效消纳。 二、增强电网资源配置能力。落实"十五五"规划，加大电网投入，加强各级电网建设，力争已纳入规划 的15回特高压直流尽早投产，跨省区输电能力提升35%，建成一批电力互济工程，区域间灵活互济能力 扩大两倍以上，满足新能源大范围高效配置需要。 三、提升新能源承载能力。加强区域主网架、配电网与智能微电网协同规划建设，建成一批县域有源配 电网、村镇级微电网示范工程，服务好工业绿色微电网建设，提升自管理、自平衡能力，促进新能源就 近开发、就地消纳。"十五五"持续加大配电网投入，容量增加9亿千伏安以上。 十、以科技创新支撑能源转型。加强与发电企业、装备企业、科研 ...

2025年，山西新增并网风光新能源装机1691.4万千瓦，同比增长53.1%。截至2025年底，山西省新能源 装机容量达7880.8万千瓦，占全省装机比重近50%，能源结构绿色低碳转型持续加速。 原标题：山西新能源发电量2025年首破千亿千瓦时 【新看点】 科技日报讯 （记者韩荣 通讯员赵亚男）2月24日，记者从国网山西省电力有限公司获悉，2025年山西新 能源发电量达1180亿千瓦时，同比增长26%，相当于约3500万户家庭一年的用电量，可节约标煤约3600 万吨，减排二氧化碳约8800万吨。 市场这只"无形的手"在促进新能源高质量发展上也发挥着重要作用。国网山西省电力有限公司积极发挥 山西电力市场领先优势，推动新能源参与市场交易，2025年新能源市场化交易电量222亿千瓦时，占新 能源发电量的比重达18.8%。国网山西省电力有限公司还持续创新交易品种，首次开展多年期小时级绿 电交易，成交绿电电量1.95亿千瓦时；建立首个中长期备用辅助服务市场，累计促进消纳新能源电量 2.16亿千瓦时。（韩荣） 原标题：山西新能源发电量2025年首破千亿千瓦时 来源：科技日报 新能源高质量发展离不开强大电网的支持。"十四五 ...

Core Viewpoint - The recent adjustment of the market-oriented grid connection project list in Shandong Province, which removed 63 photovoltaic power station projects with a total capacity of 5.839 million kilowatts, has raised significant concerns in the market due to the involvement of 35 central state-owned enterprises [1][4]. Group 1: Project Adjustments - The Shandong Provincial Energy Bureau has emphasized strict scrutiny for future new energy project applications following the removal of the delayed projects [1]. - The 63 projects removed include significant capacities from major state-owned enterprises, with China Power Investment Corporation losing 1.598 million kilowatts, and other companies like Huaneng and Huadian also facing substantial cuts [2][5]. - A total of 29 projects with a capacity of 2.978 million kilowatts have been granted a reprieve, allowing them to be included in the 2026 construction list, requiring completion by the end of 2026 [4][5]. Group 2: Broader Industry Trends - The trend of project cancellations is not limited to Shandong; various regions have seen similar phenomena, with significant withdrawals from projects by major state-owned enterprises across the country [6]. - In Yunnan, over 800,000 kilowatts of photovoltaic projects have been withdrawn, with some projects being offered for transfer at symbolic prices [6]. - A total of 143 wind and solar projects have been canceled across six provinces, amounting to 10.67 gigawatts, with 67 of those being solar projects totaling 546.81 megawatts [6][7]. Group 3: Financial Viability Concerns - The primary reason for the withdrawal of projects by state-owned enterprises is financial losses due to plummeting electricity prices and reduced generation capacity [9]. - The average market price for photovoltaic electricity has dropped significantly, with some regions reporting prices as low as a few cents per kilowatt-hour, which is far below the benchmark coal price [9][10]. - The phenomenon of electricity curtailment has also worsened, with some regions experiencing curtailment rates exceeding 30%, further impacting the financial viability of photovoltaic projects [10].

Core Insights - The report highlights the challenges and opportunities in China's electricity market reform and the high-quality development of renewable energy amidst the global energy transition [1][6] - Balancing the "energy trilemma" of cleanliness, security, and economy is identified as a core issue in the transformation of the electricity system [1] Group 1: System Cost and Market Mechanism - The critical point for system costs is reached when the share of wind and solar power in the electricity system exceeds 15%, leading to a rapid increase in system costs [2] - The construction of a spot electricity market is essential for promoting the absorption of renewable energy and the development of ultra-high voltage transmission [2] - A pricing mechanism that reflects the temporal and spatial value of electricity is necessary to efficiently guide resource allocation [2] Group 2: National Unified Market and Safety Challenges - A national unified electricity market is required to efficiently absorb renewable energy, given the mismatch between resource-rich western regions and demand centers in the eastern coastal areas [3] - High penetration of renewable energy poses new safety risks, as evidenced by major blackout events in countries with over 30% solar power [3] - Upgrading the grid to incorporate flexible transmission technologies and enhancing cross-regional coordination are critical for maintaining grid safety [3] Group 3: Pressure on End-User Electricity Prices - End-user electricity prices are under pressure to rise due to increasing system costs and the inability to fully recover safety investments through existing pricing mechanisms [4] - The linkage between the electricity and carbon markets is seen as a potential breakthrough for reflecting the value of green electricity [4] - The integration of dynamic carbon pricing with the spot electricity market could clarify the environmental value of clean energy and guide consumption and investment behaviors [4] Group 4: Coal Power's Role in System Reliability - Despite the rapid development of renewable energy, there has been a recent increase in the approval and construction of coal power plants, reflecting the need for system reliability [5] - Coal power remains crucial for meeting peak load demands in the current stage where flexible resources like energy storage are not fully mature [5] - As the scale of flexible resources expands in the future, the role of coal power is expected to shift from being a primary energy source to a regulatory and backup power source [5] Group 5: Future Directions in Electricity Market Reform - China's electricity market reform has entered a new phase focused on the absorption of green electricity, safety as a baseline, and central-local collaboration as a driving force [6] - The construction of a national unified electricity market and the advancement of the spot market will be key to building a new type of electricity system [6] - Continuous exploration in optimizing system costs, enhancing grid safety, and designing pricing mechanisms is necessary to achieve the multi-dimensional goals of "clean, safe, and economical" energy transition [6]