短板怎么补？难题怎么破？杨长利从企业视角给出答案——坚持绿色发展，坚定推进科技创新，加快数字化 转型。 "立足我国能源资源特点，走绿色发展道路是必由之路。"杨长利说，落实到具体行动上，就是大力发展"风光 水核"等清洁能源，大力推进落实"清洁能源+"战略，积极安全有序发展核电，持续推进新能源高质量发展， 推动多能互补、集成融合。 如何推进科技创新？杨长利透露，中广核将攻关更高效的发电方式、更有效的资源利用，加快"华龙一号" 2. 0 版示范项目落地，布局"华龙一号" 3.0版研发，推动先进堆型、先进燃料、新能源等领域前沿技术研发取得突 破。"让能源供应更安全、更经济、更自主，将发展主动权牢牢攥在自己手里。" 加快数字化转型，落点在哪里？杨长利表示，能源行业和数字技术融合是大势所趋。"我们要建设智慧电厂， 推动数字核电全链条数据互联互通，加强自动化、智能化技术应用，实现核电智能建造、智能运维。同时， 积极探索智慧能源新模式，让各类电源在电网需要时'顶得上、调得快、稳得住'，核心就是用数智赋能，把 运行效率和安全保障水平提上去。" 从2 02 1年中央经济工作会议首提"加快建设能源强国"目标，到党的二十届四中全会作 ...

投资评级：强于大市 英大证券研究所证券研究报告 行 业 研 究 2026 年 3 月 3 日 执业证书编号：S0990524110001 电话：0755-83007043 邮箱：lisy@ydzq.sgcc.com.cn 电力能源行业周报（2026.2.9-2026.2.15） 电力能源行业周报（2026.2.2-2026.2.8） 电力能源行业周报（2026.1.26-2026.2.1） 电力能源行业周报（2026.1.19-2026.1.25） 电力能源行业周报（2026.1.12-2026.1.18） 电力能源行业周报（2026.1.5-2026.1.11） 电力能源行业周报（2025.12.29-2026.1.4） 电力能源行业周报（2025.12.22-2025.12.28） 电力能源行业周报（2025.12.15-2025.12.21） 电力能源行业周报（2025.12.8-2025.12.14） 电力能源行业周报（2025.12.1-2025.12.7） 电力能源行业周报（2025.11.24-2025.11.30） 电力能源行业周报（2025.11.17-2025.11.23） 电力能源行业周 ...

塑造电力市场建设和监管领域新格局 全力服务支撑能源强国建设 国家能源局市场监管司司长 郝瑞锋 在我国迈上建设能源强国新征程、加快建设新型能源体系的关键时期，2026年全国能源工作会议和国家 能源局监管工作会议于前不久胜利召开。会议紧紧围绕深入学习贯彻党的二十届四中全会和中央经济工 作会议精神，聚焦落实党中央、国务院决策部署，全面回顾2025年和"十四五"以来能源发展改革和监管 领域取得的成绩，深刻分析当前面临的形势，系统阐释能源发展"四个必须"、能源监管"四个属性"等一 系列规律性认识，并对2026年能源工作作出全面部署，赋予了能源监管机构新的使命。市场监管司作为 能源监管主责部门之一，将切实把思想行动统一到党中央、国务院决策部署上来，确保中共国家能源局 党组各项要求不折不扣落实到位。 聚焦主责主业，全面完成各项监管目标任务 2025年是很不平凡的一年。面对能源强国建设新使命、人民群众新期待、发展实践新要求，市场监管司 在中共国家能源局党组的坚强领导下，围绕中心、服务大局，担当履职、真抓实干，用顽强和奋斗顺利 完成了各项既定目标任务。 打造"电力商城"，树立全国统一市场样板。推动全国统一电力市场初步建成，制修 ...

党的二十届四中全会擘画了未来五年经济社会发展的宏伟蓝图，作出了建设能源强国的战略部署。全国 能源工作会议、监管工作会议就贯彻落实党的二十届四中全会精神、深入推进能源强国建设作出总体安 排，国家能源局电力司（以下简称"电力司"）深入贯彻会议精神，准确把握电力行业所处的战略方位， 以电力高质量发展为能源强国建设提供关键支撑，在"十五五"开局之年展现新担当新作为。 准确把握电力行业发展在能源强国建设中的战略方位 "十四五"以来，我国电力行业保持健康快速发展。截至2025年底，全国电力装机总规模达到38.9亿千 瓦，其中新能源装机规模突破18亿千瓦，装机比重历史性超过火电；特高压直流输电通道达到24 回，"西电东送"输电能力达到3.4亿千瓦，"十四五"电力规划主要发展目标顺利完成。 电力供应保障有力有序。建成世界最大的清洁电力供应体系，有效保障了"十四五"我国年均6.6%的用电 量增速，有力支撑了年均5.4%的国民经济增长。2025年全国用电量首次突破10万亿千瓦时，达到10.37 万亿千瓦时，超过美国、德国、日本、印度的用电量总和。城乡配电网供电保障能力显著增强，全国平 均供电可靠率超过99.9%。 电力绿色转型持 ...

（原标题：他们，将影响你的生意和生活|国家能源局局长王宏志） 关键词：能源安全保障、绿色低碳转型、 科技自立自强、民生用能保障 站在新的历史起点，能源行业要充分认识到能源强国建设已有坚实基础，乘势而上全面推进正当其时； 充分认识到初步建成新型能源体系目标已经明确，必须系统科学谋划推进"十五五"能源工作；充分认识 到确保如期实现碳达峰和2035年国家自主贡献目标，必须以更大力度推动能源绿色低碳转型；充分认识 到人工智能为能源发展带来空前机遇，必须坚持双向赋能抢占能源发展战略制高点。 "十四五"期间，传统能源自给率和保供水平均持续提高，风光等新能源迎来大力发展。我国能源结构正 在向以绿色能源为主的新型能源体系转型。 步入"十五五"，新型能源体系建设速度将进一步加快。2035年，非化石能源消费占能源消费总量的比重 达到30%以上，风电和太阳能发电总装机容量达到2020年的6倍以上、力争达到36亿千瓦。"十四五"期 间进一步增长的新能源装机也对能源系统提出了新要求：风光生产出的绿色电力如何充分消费、电网如 何适配波动的风光电、风光资源时空分布不均如何平抑…… 因此"十五五"规划提出要加快建设新型能源体系，不仅要从电源 ...

能源强国建设是统筹供给安全与低碳转型的时代选择。当前，全球能源转型加速演进，绿色低碳发展深 入推进，叠加地缘政治动荡加剧传统能源供应风险，能源安全与转型已成为关系国家长远发展的战略性 议题。必须破解能源对外依存度高、风险传导性强等突出问题，推动能源发展从规模扩张向"量质并 重"转型，实现我国从"能源大国"到"能源强国"的重大跃迁，筑牢国家发展的能源安全基石。 （来源：中国改革报） 转自：中国改革报 □ 易跃春 在全球能源格局深刻变革与我国现代化建设进入关键时期的时代背景下，党的二十届四中全会作出建设 能源强国的战略擘画，将能源强国建设纳入社会主义现代化强国建设总体布局。可再生能源的发展关乎 能源强国建设的成色与根基，必须将其摆在实现"双碳"目标全局和建设新型能源体系的核心位置予以谋 划和推进。 深刻认识能源强国建设的时代背景与核心内涵 能源强国建设是统筹科技自强与产业发展的目标需要。能源科技自立自强是能源强国建设的核心驱动 力。当前，我国能源领域核心技术与高端装备仍存在短板，必须以能源科技革命引领产业转型升级，不 断催生新质生产力，建设现代化能源产业体系，推动能源安全从被动应对向全面自主可控转变，为能源 强国 ...

以党的二十届四中全会精神为引领 不断开创煤炭高质量发展新局面 国家能源局煤炭司司长 刘涛 全面推进煤炭清洁高效利用，绿色低碳发展取得新成效。研究制定煤炭洗选加工、煤炭与新能源融合发 展等政策措施，出台实施专项行动计划，坚持以减污降碳、提高能效为主攻方向，推进煤炭全生命周期 清洁高效利用水平快速提升。严格落实绿色环保办矿要求，积极推广充填开采、保水开采等绿色开采技 术，推动煤矿用能清洁替代，推动矿区全面绿色转型。加强煤炭质量源头管理，要求新建煤矿配套建设 选煤厂，因地制宜推广干法分选等技术工艺，煤矸石综合利用率、原煤入选率稳步提升。推动煤炭消费 集中化利用，稳步推进煤制油气和富油煤分质利用产业示范，建成全球最大清洁煤电煤炭利用体系。 加快推进煤层气（煤矿瓦斯）开发利用，资源环境安全综合效益充分显现。加大煤层气勘探勘探开发力 度，推动沁水盆地、鄂尔多斯盆地东缘等产业基地持续增储上产，2025年煤层气产量达到155亿立方 米、是2020年的2.3倍，成为天然气供应的重要补充。加大煤矿瓦斯防治技术装备创新和推广应用，推 动瓦斯抽采方式由井下向井上下联合转变，瓦斯利用范围由高浓度为主向全浓度转变，2025年瓦斯利用 量 ...

Core Viewpoint - The article emphasizes the significant achievements and future directions of China's nuclear power development during the "14th Five-Year Plan" period, highlighting the importance of safety, scale, technology, and international cooperation in advancing nuclear energy as a strategic industry for national strength [4][8]. Group 1: Achievements During the "14th Five-Year Plan" - China's nuclear power has maintained a safe and stable operation with no adverse impacts on the public or environment, achieving international safety standards [4]. - There are currently 112 operational and approved nuclear power units in mainland China, with a total installed capacity of 125 million kilowatts, making it the world's largest nuclear power country [4]. - The average annual approval of 9 units during this period marks a new phase of batch construction in nuclear power [4]. Group 2: Technological Advancements - The "Hualong One" technology has 38 units approved for operation or under construction, representing the largest scale of third-generation nuclear technology globally [5]. - The successful operation of the high-temperature gas-cooled reactor demonstration project and the upcoming small reactor demonstration project in Hainan indicate advancements in fourth-generation technology [4][5]. Group 3: Equipment and Supply Chain - China has established the most complete nuclear power equipment supply chain globally, with a manufacturing capacity of 10 sets of nuclear power main equipment annually and a domestic equipment localization rate exceeding 90% [5]. - The construction capability allows for simultaneous construction of 50 units, showcasing China's leading position in nuclear power construction [5]. Group 4: Future Directions and Strategic Goals - The "15th Five-Year Plan" aims to ensure nuclear power safety, promote coastal nuclear power construction, and advance technological innovation, including the development of small and fourth-generation reactors [12][13]. - The plan emphasizes the need for coordinated development of the nuclear power industry chain, including securing uranium resources and managing nuclear waste [13]. - International cooperation is encouraged to enhance China's role in global nuclear governance and to leverage its large domestic market for international nuclear projects [13]. Group 5: Domestic and International Context - Internationally, over 30 countries are increasing their nuclear commitments, presenting opportunities for China to enhance international nuclear cooperation [10]. - Domestically, while energy consumption is expected to grow steadily, challenges include ensuring safety for a large number of operational units and adapting to the unified national electricity market [10].

Core Viewpoint - The article emphasizes the significant achievements and future directions of China's nuclear power development during the "14th Five-Year Plan" period, highlighting the importance of safety, technology, and international cooperation in advancing the nuclear energy sector [2][5][6]. Group 1: Achievements During the "14th Five-Year Plan" - China has maintained a leading international safety level in operational nuclear power units, with no adverse effects on the public or environment [2]. - The country has 112 operational and approved nuclear power units, with a total installed capacity of 125 million kilowatts, making it the world's largest nuclear power nation [2]. - The average annual approval of 9 units during this period marks a new phase of batch construction in nuclear power [2]. Group 2: Technological Advancements - The "Hualong One" technology has 38 units approved and under construction domestically, representing the largest scale of third-generation nuclear technology globally [2]. - The successful operation of the high-temperature gas-cooled reactor demonstration project positions China among advanced nations in nuclear technology [2][3]. - The domestic equipment manufacturing capability has reached 10 sets per year, with over 90% localization in key components and materials [3]. Group 3: Future Directions and Strategic Goals - The "15th Five-Year Plan" aims to enhance nuclear power's role in building an energy powerhouse, focusing on safety, quality, and technological innovation [5][6][11]. - Key strategies include maintaining a steady construction pace, promoting batch and standardized construction, and enhancing safety management [11][12]. - The plan emphasizes international cooperation and participation in global nuclear governance, leveraging China's large market to establish international nuclear organizations [12]. Group 4: Challenges and Market Dynamics - The global nuclear landscape is changing, with over 30 countries committing to nuclear power, presenting new opportunities for China [8][9]. - Domestic challenges include ensuring safety for a large number of operational units and adapting to the unified national electricity market [9]. - The competition for natural uranium resources is expected to intensify, impacting procurement costs and availability [8].

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session outlines a grand blueprint for economic and social development over the next five years, emphasizing the construction of an energy powerhouse and the high-quality development of the electricity sector as a key support for this initiative [1]. Group 1: Electricity Industry Development - Since the 14th Five-Year Plan, China's electricity industry has maintained healthy and rapid growth, with total installed capacity expected to reach 3.89 billion kilowatts by the end of 2025, and renewable energy capacity exceeding 1.8 billion kilowatts, surpassing thermal power for the first time [2]. - The average annual electricity consumption growth rate is projected at 6.6%, supporting a 5.4% growth in the national economy, with total electricity consumption expected to exceed 10 trillion kilowatt-hours by 2025 [2]. - The average reliability of power supply across the country has improved, exceeding 99.9% [2]. Group 2: Green Transition and New Energy Systems - By 2025, the proportion of non-fossil energy consumption is expected to exceed 20%, with renewable energy generation accounting for 22.2% of total electricity consumption, up from 9.7% [3]. - The construction of a new type of power system is underway, with significant advancements in nuclear power technologies and the development of high green electricity transmission channels [3]. - The establishment of a unified national electricity market is in progress, allowing for comprehensive market entry of renewable energy [3]. Group 3: Future Goals and Strategies - By the middle of this century, the electrification rate in China is expected to exceed 60%, with non-fossil energy consumption surpassing 70%, positioning electricity as the dominant energy carrier [4]. - The 15th Five-Year Plan period is critical for achieving carbon peak goals by 2030 and accelerating the construction of a new power system [5]. - The electricity sector aims to form a green and low-carbon power supply structure, integrating various energy sources and enhancing the development of renewable energy [5]. Group 4: Implementation and Policy Measures - The electricity sector will focus on high-quality development and the construction of a new power system, ensuring the stability of electricity supply and promoting green transformation [6][8]. - Key projects and policies will be prioritized, including the construction of high-voltage transmission projects and the implementation of major reforms [8][9]. - The establishment of monitoring and early warning mechanisms for electricity supply adequacy will be emphasized to ensure stable power supply during peak seasons [9].