新华财经北京11月25日电 题：一度电的担当！新型电力系统让绿能"超长续航" 新华社记者宋晨 内蒙古毛乌素沙地深处，小雪节气后，寒风凛冽。放眼望去，沙地中一排排整齐高大的风机迎风旋转， 形成独特景观。这里产出的绿色电能，正通过特高压直流输电的一条"动脉"，日夜不绝送往山东。 国家电网±800千伏伊克昭换流站，"蒙电入鲁"的换流起点，也是西电东送，助力节能减排的大通道之 一。 "迎峰度冬期间，我们站日均送电量约1.6亿千瓦时，可满足约2500万户家庭每天用电需求。"该站副站 长冯裕山说，自换流站运行以来，累计向山东地区送电超过2300亿千瓦时。 一度"绿电"，发得出，也要接得住、用得好。 "塞上的电"正在点亮"三湘的灯"。宁夏—湖南±800千伏特高压直流输电工程于今年投产送电，作为我国 首条获批、以输送"沙戈荒"风电光伏大基地新能源为主的"电力高速公路"，每年可向湖南输送电量超 360亿千瓦时。 湖南张家界核心景区的充电站内，数十台纯电动摆渡车依次停靠，通过新投运的充电桩快速补充电能。 该景区负责人表示，即便是旅游高峰期，景区电力也有了保障。 发展尖端科技，守护人间灯火。 "十五五"规划建议提出，着力构建新型电 ...

Core Viewpoint - The successful listing of Southern Power Grid Digital Network Research Institute Co., Ltd. (referred to as "Southern Network Digital") on the Shenzhen Stock Exchange highlights the capital market's strong recognition of the development prospects of digital power grids, injecting robust momentum into the construction of a safe, intelligent, and green new power system [1][3]. Group 1: Company Overview - Southern Network Digital was officially listed on November 18, marking a significant milestone in its development [1]. - The company aims to strengthen and expand the digital power grid industry ecosystem, supporting the intelligent, green, and integrated transformation of the energy and power industry [1]. - The company has established itself as a leading platform for high-quality development in the digital power grid sector, with a commitment to delivering excellent performance to investors and society [1]. Group 2: Technological Advancements - Since the 14th Five-Year Plan, Southern Network Digital has leveraged its role as a central enterprise to drive technological innovation and industry leadership, creating a comprehensive product system across all scenarios and stages [2]. - The company has developed key technologies, including the first unified IoT operating system in the power industry, "Dianhong," which connects over 500 ecological partners and billions of power terminals [2]. - Southern Network Digital has also launched the first domestically developed large-scale fully integrated digital system, "Nanfang Sihai ERP," and the first power-specific main control chip, "Fuxi," among other innovations [2]. Group 3: Market Impact - The listing of Southern Network Digital serves as a market benchmark for integrating into the capital market and developing new productive forces [3]. - This event positions Southern Network Digital as a high-quality platform serving multiple industries nationwide, laying a solid foundation for its future rapid development [3].

Group 1 - Southern Power Grid Digital Grid Research Institute Co., Ltd. (referred to as "Southern Grid Digital") was listed on the Shenzhen Stock Exchange's ChiNext board on November 18, issuing 47,694.7534 million A-shares at a price of 5.69 CNY, with the stock price surging by 261.51% on the opening day and reaching a total market value of 59.523 billion CNY [2] - The listing marks a significant breakthrough for Southern Power Grid in integrating into the capital market and indicates a new development stage in its comprehensive digital and intelligent transformation [2] - Southern Grid Digital's business encompasses three main areas: digitalization of the power grid, enterprise digitalization, and digital infrastructure [2] Group 2 - The chairman of Southern Power Grid stated that the company will implement the strategies of Digital China and Energy Power Nation, aiming to strengthen and expand the digital grid industry ecosystem to better support the intelligent, green, and integrated transformation of the energy and power industry [3] - Southern Grid Digital plans to use the funds raised from the IPO to invest in projects such as the construction of a spatial-temporal intelligent digital twin platform, a new generation of intelligent IoT perception and collaborative control systems, and advanced power artificial intelligence platforms [3] - The company aims to enhance its technological accumulation and industrialization in the digital grid field, positioning itself as a leading listed company in this sector [3]

Group 1 - The establishment of a new thorium-based molten salt experimental reactor in China marks a significant advancement in nuclear fuel diversification, enabling the use of thorium, which is abundant in China, for safe and efficient power generation [1] - The successful conversion of thorium-uranium nuclear fuel in this reactor positions China as the only country globally to operate such a molten salt reactor with thorium fuel [1] - The integration of thorium fuel technology with energy storage and hydrogen production is expected to contribute to a low-carbon composite energy system [1] Group 2 - The ongoing technological revolution and industrial transformation necessitate a focus on innovation as the primary driving force for development, especially in the context of global competition for strategic innovation resources [2] - The construction of the Shanghai-Chongqing high-speed railway is set to enhance economic connectivity among major urban clusters, promoting industrial collaboration and efficient resource allocation across eastern, central, and western China [2] - Achieving coordinated development and leveraging regional advantages are essential for expanding the domestic economic cycle in a country with vast geographical and demographic diversity [2] Group 3 - The global challenges of climate change, resource depletion, and environmental pollution underscore the necessity of a green transition for sustainable development [3] - The emphasis on ecological civilization highlights the importance of long-term thinking and the need to prioritize green development as a foundation for future growth [3] - Collaborative efforts and maintaining supply chain integrity are crucial in navigating the complexities of global economic challenges, as emphasized in recent APEC meetings [3] Group 4 - China's commitment to opening up its economy is reflected in initiatives like the Hainan Free Trade Port and the high transaction volume at the recent China International Import Expo, indicating a growing alignment of interests with other countries [4] - The focus on equitable development outcomes aims to enhance the quality of life for all citizens, with community projects and cultural initiatives gaining traction [4] - The drive for shared development is seen as a means to foster national stability and individual happiness, aligning with the broader goals of national rejuvenation and strong country construction [4]

Core Viewpoint - The article emphasizes the importance of achieving a moderate level of development for China by 2035, with a focus on enhancing GDP and fostering emerging industries to adapt to global economic changes [2][5][14]. Group 1: Economic Development Goals - The target is to exceed the threshold of $20,000 in per capita GDP by 2020 standards and to double the per capita GDP by 2035 compared to 2020 levels [2]. - Achieving a moderate level of development is seen as crucial for China's economic strategy moving forward [2]. Group 2: Emerging Industries - The "14th Five-Year Plan" aims to develop new pillar industries such as renewable energy, new materials, aerospace, and low-altitude economy [5]. - There is a call for a focus on key areas like quantum technology, biomanufacturing, hydrogen energy, and sixth-generation mobile communication to drive future industrial growth [6]. Group 3: Regional Innovation Systems - The establishment of regional innovation systems is essential, involving collaboration among government, enterprises, universities, and research institutions to enhance innovation capabilities [9]. - A tailored approach based on local resources and industrial foundations is recommended to prevent market bubbles and ensure sustainable development [6]. Group 4: Investment Strategies - Investment in physical assets (infrastructure, buildings, machinery) is crucial for solidifying the material and technical foundation for economic development [10]. - Investment in human capital (education, healthcare, skills training) is equally important for enhancing the capabilities and potential of the population [10]. Group 5: Digital Trade - Digital trade, characterized by data as a key production factor and digital services, is rapidly growing and is identified as a new trend in international trade and economic growth [12]. Group 6: Energy Strategy - Building an energy powerhouse is highlighted as a significant goal, with energy security being critical for national stability and development [13][14]. - The transition to green and low-carbon energy sources is emphasized as a timely and necessary step in the current global context [14].

份额方面，航空航天ETF天弘(159241)最新份额达4.62亿份，创成立以来新高。 截至2025年11月13日收盘，航空航天ETF天弘(159241)换手10.78%，成交5637.37万元，市场交投活跃。跟 踪的国证航天航空行业指数(CN5082)上涨0.42%，成分股天奥电子(002935)上涨10.01%，迈信林(688685)上 涨4.28%，航新科技(300424)上涨2.89%，振华风光(688439)上涨2.50%，振芯科技(300101)上涨2.22%。 截至11月13日，航空航天ETF天弘(159241)最新规模达5.24亿元，创近1月新高。 业内人士表示，C919产业化进程的成功推进意味着我国在航空制造链条、系统工程能力、适航认证能力方 面迈出了关键步伐，充分带动了从整机设计制造、发动机到数字化制造、适航认证等一系列环节的提升。 未来，C919国产化和商业化路径的逐渐稳固，将为我国企业在全球航空制造中争取更多话语权。 【机构观点】 中信证券此前在构建现代化产业体系方面指出，需关注"十五五"规划建议要求保持制造业合理比重，以 及"反内卷"是重塑制造业利润增长的必要之举。此外，国内和海外主要 ...

Core Viewpoint - The 2025 Eighth China Energy Industry Development Annual Conference aims to address the new challenges and opportunities in the energy sector under the "dual carbon" goals, focusing on building a new power system and energy strong nation [2][5]. Group 1: Conference Overview - The main forum will be held on December 4, 2025, at the People's Daily in Beijing, with a scale of 150 participants [5]. - Two sub-forums will take place: one focusing on Middle Eastern energy investment and the other on local power grids and distribution networks [5][6]. - Two thematic activities will be conducted, including the "Electric Hong 2025" ecological exchange event and a conference on modern industrial chains for digital grid technology [6][7]. Group 2: Key Reports to be Released - The "2025 China Energy Enterprises Top 500 Development Report" will be published, providing insights into the competitive landscape and trends in the energy sector [8]. - The "2025 China Enterprises Carbon Neutral Contribution Research Report" will assess corporate contributions to carbon neutrality, offering a comprehensive evaluation framework [9]. - The "Annual Performance Evaluation of Low-Carbon Transition for Chinese Thermal Power Listed Companies" will focus on the sustainability capabilities of major thermal power companies [9]. - The "2025 International Energy Youth Entrepreneurs ESG Action White Paper" will highlight the leadership and innovation of youth in the ESG field [10]. - The "Middle East Energy Investment Development Report" will analyze investment opportunities and pathways in the Middle East energy sector [10].

能源是经济社会发展的重要物质基础和动力源泉。习近平总书记高度重视能源工作，强调"要深入 推动能源革命，促进能源消费、供给、技术、体制改革，加强国际合作，加快建设能源强国"。党的二 十届四中全会通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》，明确加快建 设新型能源体系的任务，指明了我国能源未来发展的方向和重点。在中国式现代化新征程上，要顺应全 球能源发展大势，锚定能源强国目标，以建设新型能源体系为抓手，大力推动我国能源转型发展。 建设能源强国的现实逻辑 能源是国民经济的命脉，强大的现代能源产业是社会主义现代化强国的重要基础。可以说，没有能 源的现代化，就没有经济高质量发展，更谈不上现代化强国建设。建设能源强国，既是应对国际能源形 势变化所需，也是经济社会绿色转型发展的客观要求。 这是世界能源转型的大势所趋。纵观人类发展历史，每一次能源转型都带来生产力大发展和国际格 局的深刻变化。18世纪，蒸汽机等重大发明的出现，使煤炭成为主要燃料，推动纺织、钢铁、机械等近 代工业蓬勃发展，英国成为第一个工业化国家。19世纪末到20世纪初，内燃机的发明与应用，推动石油 逐步取代煤炭成为主导能源，催生了能源、汽 ...

Core Viewpoint - The construction of a strong energy nation is essential for high-quality economic development and is a response to the changing international energy landscape, as well as a requirement for the green transformation of the economy and society [2][3][4]. Group 1: Importance of Energy - Energy is the lifeblood of the national economy, and a robust modern energy industry is a crucial foundation for building a strong socialist modern nation [2]. - The energy industry plays a significant role in fixed asset investment, GDP contribution, and employment absorption, making it a vital part of the national economy [3]. - The new energy industries, represented by solar, wind, storage, hydrogen, and smart grids, have become strategic emerging industries and important growth drivers for the economy [3]. Group 2: Energy Transition and Carbon Goals - Achieving carbon peak and carbon neutrality is a major strategic decision by the central government, with energy activities being the primary source of carbon emissions [4]. - Transitioning from a traditional high-carbon energy system to a clean and low-carbon new energy system is the most effective path for carbon reduction [4]. - The energy sector's reduction process directly impacts the overall progress towards carbon peak and carbon neutrality [4]. Group 3: Current Energy Landscape - By 2024, China's energy production is expected to reach approximately 5 billion tons of standard coal, with non-fossil energy consumption accounting for 19.8% [5]. - China has become the world's largest energy producer and consumer, with a more complete energy supply system and an optimized energy consumption structure [5]. Group 4: Challenges and Systematic Approach - Building a strong energy nation is a systematic project that encompasses supply security, technological strength, energy structure, and governance capabilities [6][7]. - There are still significant shortcomings in various aspects of energy development, indicating that the journey to becoming a strong energy nation is long and challenging [7]. Group 5: New Energy System Construction - The current energy development is at a critical juncture of transformation, requiring a focus on building a new energy system to achieve quality and efficiency improvements [8]. - Strengthening energy supply security is essential, especially given the high dependence on foreign oil and gas resources and rising uncertainties in the international landscape [9]. Group 6: Technological Innovation and Green Transition - The new energy system's construction relies on advancements in energy technology, necessitating a complete innovation ecosystem from basic research to industrial application [10]. - Promoting green and low-carbon transitions is crucial for breaking environmental resource constraints and achieving high-quality energy development [11]. Group 7: Governance and Regulatory Framework - Establishing a robust governance framework is vital for the new energy system, requiring the legal and institutionalization of national energy strategies and major decisions [12]. - Enhancing the energy market's regulatory effectiveness and promoting green finance tools are necessary to guide social capital into energy technology innovation [12].

Core Viewpoint - The article emphasizes the strategic goal of building an energy powerhouse in China, as outlined in the 15th Five-Year Plan, highlighting the importance of energy security and transformation for the country's modernization efforts [1][4]. Group 1: Energy Development Goals - The goal of building an energy powerhouse is integral to achieving a modern socialist country, providing strong energy support alongside manufacturing, technology, and quality advancements [1]. - The past five years have seen China establish the world's largest and fastest-growing renewable energy system, with total installed renewable energy capacity exceeding 210 million kilowatts, accounting for nearly 60% of the national total [2]. Group 2: Technological Innovation and Industry Modernization - China's energy industry is leveraging technological innovation to create new scenarios and stimulate new dynamics, contributing significantly to global green transformation [2]. - Key technological breakthroughs have been achieved in various fields, including new energy generation, ultra-high voltage transmission, and advanced nuclear power, enhancing the country's confidence in transitioning from an energy giant to an energy powerhouse [3]. Group 3: Systemic Restructuring and Safety - Transitioning from an energy giant to an energy powerhouse involves moving from isolated breakthroughs to systemic restructuring and overall reshaping of the energy industry [4]. - Ensuring energy security is crucial for development, necessitating a focus on sustainable and equitable energy production and supply [4]. Group 4: Green Transformation and Environmental Goals - The construction of an energy powerhouse is also a key component in accelerating the green transformation of the economy and society, addressing the challenges posed by global climate change [4]. - The commitment to carbon peak and carbon neutrality goals will drive collaborative efforts in reducing carbon emissions, pollution, and enhancing green growth [4]. Group 5: Future Outlook - The 15th Five-Year Plan is seen as a decisive period for achieving carbon peak goals, requiring significant efforts across the industry to build a robust energy powerhouse [5]. - The future will witness increased clean energy generation and low-carbon technologies, contributing to sustainable development and sharing opportunities globally [5].