推动 能源装备产业高端化、智能化、绿色化发展 加快培育和发展能源新质生产力 能源关系国家发展与安全，既是新型工业化建设的重要领域，也是现代化产业体系构建的重要支撑。党的十八大以来，在 习近平总书记提出的 "四个革命、一个合作"能源安全新战略科学指引下，我国能源转型发展取得了历史性成就，走出了一 条符合我国国情实际、顺应能源转型趋势、把握能源变革主动的能源发展之路。 关键核心技术是 "国之重器"，重大装备产品是能源新质生产力的重要载体。以高端化、智能化、绿色化为主攻方向，围绕 能源产供储销体系全链条和各环节深入推进重大技术装备产品高质量发展，不断提高能源装备产业的"含金量""含智量""含 绿量"，对于加快新型能源体系建设，培育发展能源新质生产力至关重要。目前，我国多项新能源技术和装备制造水平已全 球领先，光伏转换效率、海上风电单机容量等不断刷新世界纪录，柔性直流输电等一批能源技术装备成功突破欧洲市场， 以新能源汽车、锂电池与光伏产品为代表的"新三样"成为我国出口的新优势，为保障能源安全、促进能源转型、建设能源 强国发挥了引领支撑作用。 2023 年，习近平总书记在国网南瑞集团考察时指出，要加快推动关键技术、核心 ...

藏粤直流工程于2025年6月获得国家发展改革委核准。工程输电线路全长约2681公里，自西向东跨越西 藏、云南、广西、广东四省区，额定输电容量1000万千瓦。该工程2029年全面投运后，藏东南清洁能源 基地每年可向粤港澳大湾区负荷中心输送超430亿千瓦时电能，约为三峡电站年发电量的一半，且100% 为清洁能源，可替代标煤消耗约1200万吨，减少二氧化碳排放约3300万吨。 西藏作为我国的战略性能源基地，水能、风能、太阳能等清洁能源丰富，而广东作为我国经济大省，用 电量常年稳居全国第一，用电需求旺盛，需要更大规模引入外省电力保障能源安全、支撑经济高质量发 展。 藏粤直流工程依托西藏玉曲河、察隅曲、克劳龙河等流域"水风光一体化"清洁能源基地，在送端西藏昌 都、林芝及受端广东广州、深圳共建设四座±800千伏特高压换流站。送端两个换流站共汇集超过2000 万千瓦清洁能源，受端两个换流站分散落点两大负荷中心，为"再造一个新广东"提供坚强的绿色低碳能 源保障，进一步推动全国能源资源优化布局跨入"全国一盘棋"新阶段。 工程总投资约532亿元，配套"水风光一体化"电源基地投资超过1500亿元，可有力带动一系列上下游装 备、施工 ...

Group 1 - Hong Kong and China Gas Company Limited is committed to deepening cooperation with mainland China [2] - The company is actively promoting energy technology innovation and green low-carbon transformation, achieving positive results [2] - The National Energy Administration supports the company's integration into the national development framework to contribute to the country's "dual carbon" goals [2] Group 2 - The meeting between the National Energy Administration Director Wang Hongzhi and Hong Kong and China Gas Company Limited Chairman Li Jiajie focused on topics such as new energy production capacity [3]

Core Points - The construction of the Zang-Guangdong DC project has commenced, marking it as the world's strongest flexible DC transmission project with the highest technical level and investment scale [1][2] - The project will transmit over 43 billion kilowatt-hours of clean energy annually to the Guangdong-Hong Kong-Macao Greater Bay Area, significantly reducing coal consumption and carbon emissions [1][2] Group 1 - The Zang-Guangdong DC project spans approximately 2,681 kilometers and has a transmission capacity of 10 million kilowatts, crossing four provinces: Tibet, Yunnan, Guangxi, and Guangdong [1][2] - The total investment for the project is around 53.2 billion yuan, with an additional investment of over 150 billion yuan for the supporting clean energy base [2] - The project is expected to create over 100,000 direct jobs during peak construction, promoting economic and social development in Tibet [2] Group 2 - The project will address world-class technical challenges related to high-altitude DC transmission and the integration of large-scale renewable energy into weak grids [3] - The collaboration between China Southern Power Grid and State Grid Corporation aims to enhance China's leading position in the international power industry [3][4] - Advanced technologies such as digital twins and artificial intelligence will be utilized to ensure efficient construction and operation in challenging geographical conditions [4]

Core Viewpoint - The construction of the Zang-Guangdong DC project marks the initiation of the world's strongest flexible DC transmission project, which will deliver over 43 billion kilowatt-hours of clean energy annually to the Guangdong-Hong Kong-Macao Greater Bay Area after its full operation in 2029 [2][3]. Group 1: Project Overview - The Zang-Guangdong DC project is a key cross-province transmission project under China's 14th Five-Year Plan, with a total length of approximately 2,681 kilometers and a transmission capacity of 10 million kilowatts [2][3]. - The project is expected to replace approximately 12 million tons of standard coal consumption and reduce carbon dioxide emissions by about 33 million tons annually [2][3]. Group 2: Investment and Economic Impact - The total investment for the Zang-Guangdong DC project is approximately 53.2 billion yuan, with an additional investment of over 150 billion yuan for the supporting "water-wind-solar integrated" power generation base [3]. - The project is anticipated to create over 100,000 direct jobs during peak construction, significantly promoting the economic and social development of Tibet [3]. Group 3: Technological Challenges and Innovations - The project faces significant challenges, including the development of new technologies for ultra-high altitude DC transmission and the integration of 20 million kilowatts of renewable energy into a weak grid [4][5]. - The project aims to establish a new model for energy production and consumption, contributing to China's dual carbon goals through high-level technological self-reliance and innovation [4][5]. Group 4: Collaborative Efforts - The Zang-Guangdong DC project is a collaboration between China Southern Power Grid Co., Ltd. and State Grid Corporation of China, marking another significant clean energy transmission project following previous successful collaborations [5]. - The project will leverage advanced technologies and equipment, including high-power semiconductor devices and digital twin technology, to enhance operational efficiency and reduce maintenance needs in remote areas [5].

王宏志介绍，"十四五"前四年，我国能源消费增量已达到"十三五"五年增量的1.5倍，预计五年新增用 电量将超过欧盟的年度用电量。我国加快能源产供储销体系建设，有效满足了快速增长的能源需求。 2024年全国发电量超10万亿千瓦时，占全球1/3，能源生产总量折合约50亿吨标准煤，占比超全球1/5， 保障了能源供应"量足价稳"。"这五年，能源资源配置更加优化，横跨东西、纵贯南北、连通海外的能 源基础设施网络更加完善，有力带动了中西部地区资源优势加快转化为发展优势，也为经济大省挑大梁 提供了坚实的能源保障。" 构建起全球最大发展最快可再生能源体系 我国能源事业取得突破性进展和历史性成就 中央纪委国家监委网站 陈昊 国务院新闻办公室8月26日举行新闻发布会，介绍"十四五"时期能源高质量发展成就。国家发展改革委 党组成员、国家能源局局长王宏志表示，"十四五"以来，我国能源事业取得突破性进展和历史性成 就，"十四五"规划《纲要》提出的能源综合生产能力和非化石能源占比等主要指标将如期完成，14亿多 人的能源安全得到有效保障，绿色低碳发展举世瞩目，我国成为世界能源转型的重要推动者。 "'十四五'是绿色低碳转型最快的五年。"王宏志 ...

Energy Transition Acceleration - China's total investment in energy transition is projected to reach $818 billion in 2024, surpassing the combined investments of the US, EU, and UK, marking a 20% increase from 2023 [2] - By the end of 2024, China's renewable energy installed capacity is expected to reach 1.889 billion kilowatts, accounting for 56% of the total, doubling from the end of the 13th Five-Year Plan [2] - Wind power capacity is projected to reach 521 million kilowatts, maintaining the global lead for 15 consecutive years, while solar power capacity is expected to hit 887 million kilowatts, leading globally for 10 years [2] Renewable Energy Development - As of February 2024, the combined installed capacity of wind and solar power in China reached 1.456 billion kilowatts, exceeding that of thermal power [3] - Hydropower is expected to reach an installed capacity of 436 million kilowatts by the end of 2024, a 17.77% increase from the end of 2020 [3] - The coal power sector has achieved over 95% ultra-low emissions units, with coal consumption per unit of power supply reduced to 303.21 grams of standard coal per kilowatt-hour, a 7.5% decrease from 2020 [3] Technological Innovation - Technological innovation is identified as the core driver of energy industry transformation, with a focus on advanced renewable energy, safe and efficient nuclear energy, and energy digitalization [4] - In 2024, the average conversion efficiency of PERC p-type monocrystalline solar cells reached 23.5%, a 0.7 percentage point increase from 2020 [4] - The offshore wind power sector is experiencing a trend towards larger and more advanced products, with the share of newly installed offshore wind turbines with a capacity of 10 megawatts or more rising from 12.1% in 2022 to 58% in 2024 [4] Energy Industry Chain Development - China's energy industry chain has achieved a leap from low-end manufacturing to high-end innovation, establishing a complete industrial system in solar, wind, and energy storage [7] - In 2023, China's global market shares for polysilicon, silicon wafers, solar cells, and modules reached 91.6%, 97.9%, 91.9%, and 84.6%, respectively, with significant increases from 2020 [7] - Leading companies like Tongwei Co. and Longi Green Energy have shown substantial growth in production, with Tongwei's polysilicon output reaching 594,800 tons, a 5.9-fold increase from 2020 [7] Regional Collaboration and International Cooperation - Significant progress has been made in regional collaboration and international cooperation in the energy sector, contributing to energy security and global energy transition [9] - By the end of 2024, the first batch of 50 renewable energy base projects in the western region is expected to be operational, with an installed capacity exceeding 90 million kilowatts [9] - China has engaged in green energy project cooperation with over 100 countries, with notable projects like the ±800 kV high-voltage direct current transmission project in Brazil being completed [10]

Core Viewpoint - The new energy perspective aligns with the characteristics of Chinese-style modernization, emphasizing resource efficiency, self-control, cost management, market leadership, ecological priority, and open cooperation [1][3]. Group 1: Political Guarantee - The leadership of the Party is essential for the political guarantee of the new energy perspective, which has led to significant achievements in energy production and consumption since the founding of New China [2]. - China's energy self-sufficiency rate has reached over 80%, with the installed capacity of hydropower, wind power, and solar power ranking first globally [2]. Group 2: Top-Level Design - The new energy perspective must meet the energy demands of a large population, ensure common prosperity, balance material and spiritual civilization, promote harmony between humans and nature, and support peaceful development [3]. Group 3: Essential Requirements - High-quality energy development requires a comprehensive implementation of the new development philosophy [4]. Group 4: New Driving Forces - Innovation is identified as the new driving force for energy development, necessitating technological advancements and policy design to enhance energy productivity [5]. - Coordination is crucial throughout the energy planning and operation processes, optimizing the relationship between various energy sources and markets [5]. Group 5: Path Guidance - The "Four Revolutions and One Cooperation" energy security strategy serves as a methodological guide for advancing energy reform and development [6]. - The strategy emphasizes energy consumption, supply, technology, governance, and cooperation [6]. Group 6: Reform and Opening Up - Since the 18th National Congress, China has deepened energy system reforms, establishing a unified and competitive modern energy market [7]. - The integration of the energy sector with the digital economy is prioritized to enhance efficiency and sustainability [7]. Group 7: Development and Security - The principle of coordinating development and security is emphasized, recognizing the interdependence of energy security and economic development [9]. - A resilient energy industry is necessary to address various risks and enhance the overall security of the energy system [9]. Group 8: Six Musts - The "Six Musts" include prioritizing people, self-reliance, innovation, problem orientation, systemic thinking, and global perspective, which are essential for guiding energy development [10][11].

Core Viewpoint - The article emphasizes the importance of promoting the development of new energy storage and hydrogen energy industries, highlighting the need for policy support, technological innovation, and industry management to achieve high-quality growth in these sectors [1][3][4]. Summary by Sections New Energy Storage Development - The new energy storage industry is set to achieve an installed capacity of 73.76 million kilowatts by the end of 2024, with ongoing efforts to enhance policy frameworks and technological innovation [1][7]. - A national big data platform for new energy storage will be established to improve industry management and public awareness [1][7]. - The issuance of guidelines to promote the integration and operational use of new energy storage systems is underway [1][7]. Hydrogen Energy Industry Growth - Hydrogen energy will be formally included in the energy law, integrating it into the energy management system [1][7]. - By the end of 2024, the renewable energy hydrogen production capacity across the country is expected to exceed 120,000 tons per year [1][7]. - The publication of the "China Hydrogen Energy Development Report (2023)" aims to strengthen industry information tracking and consensus [1][7]. Innovation and Technology Development - The article outlines a commitment to implementing an innovation-driven development strategy, focusing on energy green transformation and high-quality development [3][4]. - The establishment of a national technology innovation leadership group is intended to enhance coordination in energy technology innovation [6][12]. - Major technology projects in smart grids, clean coal utilization, renewable energy, energy storage, and hydrogen energy are prioritized for development [11][12]. Industry Management and Standards - Continuous improvement of industry data statistics and the establishment of annual development reports are planned to guide the new energy storage and hydrogen sectors [2][13]. - The article stresses the importance of a robust standard system to support high-quality development in the energy sector, with numerous standards planned for revision and implementation [9][14]. Clean Fuel and Refining Industry - The refining industry is encouraged to adopt green innovations and improve energy efficiency, with specific projects supported for construction [8][14]. - The development of biofuels and green liquid fuels is being actively promoted, alongside the establishment of an information platform for the industry [8][14].