2026年9月8-10日，沙特利雅得国际会展中心将迎来中东电力行业年度盛会——2026中东沙特国际电力展。作为沙特规模最大、规格最高的行业标杆展会， 本届展会以"智慧能源，互联未来——赋能沙特2030愿景"为核心，深度链接全球电力产业资源。 展会聚焦发电、输电、储电、用电、智慧管理全价值链，五大核心展区精准覆盖光伏、氢能、风能等绿色发电技术，特高压、智能电网等输电装备，多元储 能系统及交通电气化等前沿应用。这里不仅有新城能源规划、光储充一体化电站等实景展示，更汇聚沙特能工矿部、搭建定向对接平台与专业论坛矩阵。 中东电力需求年均增长3%，沙特可再生能源装机目标释放海量商机。无论你是技术提供商、项目开发商还是采购商，都能在此洞察清洁能源替代趋势，对 接核心合作资源，抢占中东能源转型黄金赛道。 2026，相约利雅得，共赴电力产业全球化合作盛宴！ ...

作为阿拉善盟工业领域清洁能源替代的实践样本，该项目不仅有效替代传统燃煤发电，契合高耗能产业转型政策导向，更助力中盐吉兰泰氯碱化工深化绿 色技改、降低用能成本，为区域高耗能企业转型提供可复制经验，加速能源资源优势向高质量发展优势转化。 该项目总投资6.3亿元，核心构建"风电为主、光伏互补、储能配套"的多元清洁能源供给体系，包含风电7.5万千瓦、光伏3.3万千瓦，同步新建1座220kV升 压站及储能系统等辅助设施。 丨记者：徐晓玲 近日，阿拉善盟首个燃煤自备电厂可再生能源替代项目——中盐吉兰泰氯碱化工10.8万千瓦项目在阿拉善高新区成功并网。至此，全盟新能源装机总规模 达1350.8万千瓦，其中风电650.5万千瓦、光伏700.3万千瓦。 该项目总投资6.3亿元，核心构建"风电为主、光伏互补、储能配套"的多元清洁能源供给体系，包含风电7.5万千瓦、光伏3.3万千瓦，同步新建1座220kV升 压站及储能系统等辅助设施。 作为阿拉善盟工业领域清洁能源替代的实践样本，该项目不仅有效替代传统燃煤发电，契合高耗能产业转型政策导向，更助力中盐吉兰泰氯碱化工深化绿 色技改、降低用能成本，为区域高耗能企业转型提供可复制经验，加速 ...

迎接煤炭新周期 - 煤价下探，越跌越买？20251214 摘要 近期焦煤价格持平于 1,630 元，但三周内累计下降 150 元；动力煤坑口 价持续下跌，大同、榆林、东胜等地均有不同程度降幅，高硫主焦煤价 格下降 70 元至 1,230 元，表明煤炭市场整体承压。 电厂库存同比增长 0.6%，环比下降 0.6%，日耗同比下降 7.5%，环比 增加 1.4%。港口库存增至 2,900 万吨，同比增加 200 万吨，显示需求 疲软，采购节奏放缓，冷冬预期减弱，南方回温导致用电负荷不稳定， 库存压力增大。 国际动力煤期货价格稳定，原油期货价格下跌，布伦特原油和 WTI 原油 分别环比下降 2.4%和 2.7%，国际大宗商品市场对国内煤炭市场影响中 性，未形成明显支撑或冲击。 11 月水电同比增长 19.8%，风电、光伏和核电累计同比增长 19.3%， 火电同比下滑 0.43%，清洁能源挤压火电市场份额，火电出力持续下降， 新能源发电对火电形成替代效应。 短期内煤炭市场受气温影响显著，气温偏高导致沿海及沿江地区用煤需 求不足，采购放缓，预计短期内价格仍有下行压力，需密切关注未来一 周气温变化对需求的影响。 Q&A 请 ...

Core Insights - Shanxi Province is promoting clean energy alternatives for industrial furnaces, achieving nearly 6,000 industrial kilns transitioning to cleaner energy sources [1] - The province has implemented deep pollution treatment for an additional 2,268 industrial kilns, achieving comprehensive governance of operational industrial kilns [1] - Since the start of the 14th Five-Year Plan, Shanxi has focused on ecological environmental protection to drive industrial pollution control and enhance the pollution treatment levels of industrial enterprises [1] Group 1: Clean Energy Transition - Shanxi is utilizing methods such as "coal to gas" and "coal to electricity" to facilitate the clean energy transition in industrial sectors [1] - The province has completed ultra-low emission transformations in the coal and steel industries, and is the first in the nation to initiate similar transformations in the coking and cement industries [1] Group 2: Pollution Control Measures - Shanxi is tightening emission limits for sulfur dioxide and nitrogen oxides in the coal power industry to further reduce pollutant emissions [1] - The province is enhancing environmental performance levels in key industries through differentiated environmental management policies based on performance ratings [1] Group 3: Industry Performance Ratings - A total of 462 enterprises in Shanxi have been rated as A or B level for environmental performance, with 209 of these being foundries [1] - The "Create A, Upgrade B" initiative is being used to promote comprehensive improvements in air pollution management among key industry enterprises [1]

Core Viewpoint - The 10th China (Chongqing) International Hot Pot Industry Expo was held from October 17 to 19, showcasing the importance of reliable power supply for large-scale events [1] Group 1: Event Overview - The expo covered a total area of 120,000 square meters, featuring over 2,000 industry chain enterprises and displaying more than 60,000 products [1] - Exhibits included upstream agricultural ingredients, midstream hot pot ingredients, sauces, pre-prepared foods, beverages, food machinery, and downstream hot pot restaurant brands [1] Group 2: Power Supply Assurance - State Grid Chongqing North Power Supply Company implemented a comprehensive service strategy, conducting thorough inspections of power distribution systems a week prior to the event [2] - During the expo, a dedicated service team monitored critical power loads and provided real-time support to ensure stable power supply for essential equipment [2] Group 3: Future Initiatives - The company plans to offer proactive services to clients, promoting clean energy alternatives and providing tailored electricity solutions to reduce connection costs [2]

Core Viewpoint - The National Development and Reform Commission has issued a management approach to support low-carbon transformation in coal power and coal chemical projects, as well as promoting clean energy alternatives in various industries [1] Group 1: Policy Support - The new management approach emphasizes support for the low-carbon transformation of coal power units and coal chemical projects [1] - It encourages the replacement of coal-fired boilers and industrial kilns in industries such as food, tobacco, textiles, paper, and dyeing with clean energy solutions [1] - The initiative also supports urban and rural residents in adopting geothermal and biomass energy for heating purposes [1]

Core Viewpoint - China Petroleum's Jidong Oilfield Company is advancing its production towards a green and low-carbon transformation through the implementation of carbon dioxide recycling and clean energy substitution projects [1][3] Group 1: Carbon Dioxide Recycling - The Gao Shang Bao Gao 17 gathering station is a key facility currently undergoing trial operation, marking a significant step in carbon recovery for the oilfield [1] - The project leader, Li Dong, stated that once fully operational, the maximum injection capacity could reach 60,000 cubic meters per day, with an expected annual recycling of over 30,000 tons of carbon dioxide [3] - This technology recycles carbon dioxide produced during the oil extraction process, enhancing oil recovery rates while achieving carbon resource recycling [3] Group 2: Energy Efficiency Improvements - Jidong Oilfield is enhancing energy efficiency through system optimization and equipment upgrades, with a focus on energy conservation as a crucial pathway for green and low-carbon development [3] - The oilfield has simplified processes and conducted energy-saving renovations, resulting in the shutdown of multiple oil transfer stations and measurement rooms, reducing the total pipeline length by 323 kilometers and improving production system efficiency by 18.5% [3] - The projected electricity savings for 2024 is 6.57 million kilowatt-hours [3] Group 3: Clean Energy Substitution - The Jidong Oilfield has established a "photovoltaic + diversified microgrid" system and built a water surface photovoltaic project on idle platforms [3] - Since the construction of the diversified microgrid system, 1,495 photovoltaic panels have been installed, generating over 920,000 kilowatt-hours annually [3] - The water surface photovoltaic project is expected to save 28,200 tons of standard coal each year [3] Group 4: Future Plans - The Jidong Oilfield plans to continue expanding the application of renewable energy sources such as solar energy and advance carbon storage and carbon-driven oil projects, supported by digital technology to accelerate the goal of becoming a "negative carbon operation area" [3]

Core Viewpoint - The article discusses the green transformation of the Jidong Oilfield, focusing on carbon recycling and energy efficiency improvements in oil production processes [1][2][4]. Group 1: Carbon Recycling and Utilization - The Jidong Oilfield is implementing a project to inject 20,000 cubic meters of carbon dioxide into oil layers to enhance oil recovery, with a maximum injection capacity of 60,000 cubic meters per day expected after full production [1][2]. - The project aims to recycle over 30,000 tons of carbon dioxide annually, significantly reducing external procurement costs and ensuring stable production [2]. Group 2: Energy Efficiency and Cost Reduction - The Jidong Oilfield has optimized its operational systems, promoted energy-saving equipment, and implemented meticulous management, leading to an 18.5% improvement in energy efficiency across production systems [4]. - The oilfield has closed down 7 oil transfer stations, 185 metering rooms, and 7 water injection stations, reducing the total length of various pipelines by 323 kilometers, resulting in a 44.9% decrease in energy consumption compared to historical highs [4]. Group 3: Clean Energy Integration - The Jidong Oilfield is accelerating the replacement of traditional energy sources with clean energy, including solar thermal and waste heat utilization, to achieve a greener production process [4][6]. - The oilfield has installed 1,495 solar panels, generating over 920,000 kilowatt-hours annually, and has developed the largest water surface photovoltaic project under PetroChina, saving 28,200 tons of coal per year [6]. Group 4: Future Goals and Certifications - The Jidong Oilfield's land operation area became the first oil extraction unit in PetroChina to receive "carbon neutrality" certification, with plans to expand the use of renewable energy and implement carbon storage and carbon-driven oil projects [6].

Core Viewpoint - The implementation plan for the high-quality development of the aluminum industry in Henan from 2025 to 2027 aims to support the extension of the industrial chain and promote the integration of recycled aluminum with aluminum processing, providing significant guidance for the province's transition to a high-end and green aluminum industry [1] Group 1: Industry Overview - Henan is a major aluminum production province in China, with an aluminum output exceeding 12 million tons in 2024, ranking second in the country after Shandong [1] - The province has a complete aluminum processing industrial chain, with advantages increasingly evident in the mid and downstream processing sectors, which are extending into deep processing of aluminum [1][3] - Despite a complete industrial foundation, over 80% of aluminum products in Henan are used in low-end applications such as construction materials and packaging, contributing only a quarter of the downstream industry's total output value [2] Group 2: Future Development Goals - By 2025, Henan aims to achieve an advanced aluminum-based materials industry scale of 400 billion yuan, ranking among the top three in the country in terms of comprehensive competitiveness [3] - The total aluminum production in Henan is projected to reach approximately 14 million tons by 2030, with aluminum-based new materials consumption expected to account for half of this total [3] Group 3: Strategic Recommendations - The province should focus on deep processing to enhance innovation and cluster development, particularly in the aluminum foil and aluminum products sectors, while promoting high-performance aluminum materials [4] - There is a need to scale up the recycled aluminum industry and improve its high-value utilization, establishing resource recycling centers and enhancing the recycling and processing chain [5] - Accelerating the adoption of clean energy in the aluminum industry and establishing a carbon emission accounting system is crucial for promoting green transformation and enhancing competitiveness [6]

Core Viewpoint - The Ministry of Industry and Information Technology, along with four other departments, has issued the "Steel Industry Growth Stabilization Work Plan (2025-2026)", emphasizing the need for low-emission transformation and energy efficiency improvements in the steel sector [1] Group 1: Emission Reduction and Energy Efficiency - The plan aims to fully complete the ultra-low emission transformation targets by the end of 2025 [1] - Support will be provided for steel enterprises to implement energy efficiency enhancement modifications and promote the substitution of clean energy [1] - The industry will conduct research on collaborative pollution reduction and carbon reduction technology pathways [1] Group 2: Low-Carbon Technologies - The plan supports research and development of low-carbon common technologies such as hydrogen metallurgy [1] - It emphasizes accelerating the pilot verification and industrialization of integrated processes and equipment for green electricity, green hydrogen, and pure hydrogen metallurgy [1] Group 3: Digitalization and Carbon Management - The industry is encouraged to establish digital carbon management centers [1] - There will be a focus on developing a carbon footprint accounting standard system for steel products and enhancing carbon measurement management [1] - The plan aims to improve the quality of carbon accounting data and ensure proper quota trading and settlement after inclusion in the national carbon emission trading market [1]