新华财经圣保罗9月30日电（记者杨家和）据巴西媒体报道，2025年巴西电价预计上涨约6.4%，高于同 期通胀4.8%的预期水平，或将对巴西民生支出带来较大压力。 当前，电价上升已引发广泛关注。电力支出成为巴西低收入家庭除食品、住房和饮水外的主要负担之 一。分析人士指出，电费上涨幅度超过通胀，将加剧家庭预算紧张，尤其影响贫困群体的生活。 巴西能源结构中约90%来自可再生能源，其中水电占比55%，风能和太阳能约占25%。这一结构使电力 系统高度依赖降雨情况。当前，集中在中西部和东南部的水电站承担全国约70%的发电量，但当地水库 蓄水量仅维持在50%左右，增加了电力供应的不确定性。 与此相比，风能和太阳能虽在快速发展，但受自然条件制约明显，太阳能仅能在白天发电，风能依赖特 定气候环境，发电不稳定。更为严重的是，巴西缺乏大规模储能技术的支撑，即便"风光"发电稳定，也 难以实现稳定电力输出和供给。这种局限性使巴西电力系统在干旱年份面临更大风险。 业内专家认为，若要缓解电力涨价压力，巴西需进一步优化能源结构，推动储能、电网升级及多元化投 资，以降低对水电的过度依赖，增强能源体系的韧性。 （文章来源：新华财经） ...

央视网消息：9月28日，随着滨海109铺管船将最后一节海管终止封头铺设到渤海南部海域，我国海底油气管道总长度突破一万公里，跃居 世界前列。按照规划，到2030年我国海底管道总长度有望突破13000公里，进一步织密海洋能源输送网络。在新能源转型背景下，这些管道还 具备兼容输送氢气、页岩气等清洁能源的潜力，为能源结构优化提供了灵活支撑。 我国海底管道装备技术能力达国际先进水平 作为海洋油气开发的"生命线"，海底管道工程是集设计、建造、安装、运维于一体的高精尖领域，不仅技术体系复杂、施工难度极大，对 技术装备提出了严苛考验。随着一系列关键技术突破与国产化成果落地，我国海底管道工程装备技术已实现跨越式发展。 海底并非一马平川，海山、海丘、海沟复杂交错，海底管道内部输送介质多为高温高压油气，外部面临风浪流、台风、泥沙迁移、地质断 层等极端海洋环境及恶劣地质条件，要确保其在20年乃至更长的服役过程中保持安全稳定运行，极具挑战。 中国海油海油工程设计院副院长 何杨：通过联合技术攻关，成功掌握稠油及高凝油长距离多相混输、恶劣海况及复杂地貌下海底管道自 主设计安装的成套关键技术，建成3000米级超深水铺管船海洋石油201等系列 ...

李昇介绍，技术进步与成本下降为风电光伏规模化发展奠定基础。我国新能源通过自主创新与国际合 作，实现技术快速进步，风电和光伏发电效率持续提升，度电成本显著下降。当前，我国市场主流的n 型TOPCon光伏电池平均转换效率达到25.4%，屡次刷新世界纪录；陆上风电机组最大单机容量达到16 兆瓦，海上风电机组最大单机容量达到26兆瓦。完整的产业链供应链和充分的市场竞争，使我国新能源 产品具备全球竞争力。 据悉，我国已建成全球最大的清洁能源供应体系，风电、太阳能发电产品出口覆盖200多个国家和地 区，风电零部件产量占全球70%以上，光伏产业链各环节全球占比超75%。完整的产业链、领先的技术 和持续创新能力为未来发展提供坚实保障。 9月24日，习近平主席在联合国气候变化峰会发表视频致辞时，宣布中国新一轮国家自主贡献。其中明 确，到2035年，中国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。 "2024年7月，我国风电和太阳能发电总装机容量达到12.1亿千瓦，超过煤电装机规模，提前6年实现 2030年风电和太阳能发电总装机目标。"水电水利规划设 ...

记者24日从国网吉林省电力有限公司获悉，吉林松原扶余(万泉)500千伏输变电工程近日开工建设。该 工程将新建全省容量最大的500千伏变电站，并在松花江上架设吉林省最高、跨度最大的输电铁塔。 （文章来源：中国新闻网） 该工程规划建设主变压器3组1200兆伏安，配套建设174.8公里输电线路，预计2027年6月竣工投产。建 成后，每年可输送约40亿千瓦时绿色电力，相当于减少128万吨标准煤消耗和320万吨二氧化碳排放。 该工程被纳入吉林省"四横四纵、东西互济"主干网架建设，旨在优化能源结构、增强电网调节能力。投 运后，将缓解新能源消纳受限问题，提升风电、光伏等清洁能源外送效率，为东北地区能源供应和绿色 转型提供支撑。 扶余500千伏变电站占地6万平方米，建成后将成为吉林省规模和容量最高的变电站，大幅提升区域电网 的稳定性和输电能力。作为项目重要组成部分的松花江大跨越工程，铁塔高度128.9米，跨越档距1208 米，两项数据均创全省纪录。 ...

Group 1 - The core viewpoint emphasizes the acceleration and efficiency of high-quality project construction in the province, which supports sustained economic improvement [1][4] - Fixed investment increased by 4.6%, industrial investment rose by 19.1%, and new industrial capacity projects generated a value of 96.7 billion yuan from January to July [1] - A total of 12 key projects were observed during the video conference, covering high-end equipment manufacturing, modern energy chemical and new materials, and modern agriculture, with a total investment exceeding 30 billion yuan [1] Group 2 - The Yulin coal deep processing base project has a planned total investment of over 20 billion yuan and focuses on green low-carbon development [2] - The Yangling organic agriculture circular industry demonstration park project has established a complete ecological cycle chain, significantly reducing agricultural non-point source pollution [2] Group 3 - Various regions in the province are advancing high-quality projects, including high-end equipment manufacturing, new materials, and clean energy utilization, which enhance industrial clusters and development momentum [3] - The provincial development and reform commission aims to improve project conversion rates and investment quality, while planning a batch of high-quality projects in line with the 14th Five-Year Plan [4] Group 4 - The meeting highlighted the importance of stabilizing employment, enterprises, markets, and expectations through effective policy measures to release consumption potential and expand effective investment [4] - Local leaders are focusing on enhancing industrial development levels, accelerating coal production capacity, and promoting the construction of key projects in traditional industries like gold mining [5]

Core Points - The "Chuanqi Dongsong Phase II" natural gas pipeline project has successfully commenced gas transmission, adding nearly 3 billion cubic meters of natural gas annually, marking a significant acceleration in a major national energy infrastructure initiative [1] - The pipeline, which spans approximately 4,269 kilometers and passes through eight provinces, is a crucial part of China's energy strategy, enhancing energy structure optimization and regional economic development [1] - Once fully operational, the pipeline will have an annual gas transmission capacity of 20 billion cubic meters, facilitating interconnection with major national pipeline networks and addressing resource peak demand in central and eastern regions [1] Industry Insights - The AnYue gas field's gas can now be integrated into the national network via the Tongliang compression station, providing a new channel for gas export from the Sichuan-Chongqing region and supporting the rapid development of a 100 billion cubic meter gas production base [2] - The Sichuan Basin is a key area for natural gas production in China, with proven geological reserves of nearly 3 trillion cubic meters, and the pipeline plays a vital role in exporting gas resources from this region [2] - The National Pipeline Group is focused on enhancing the interconnectivity of southwest trunk pipelines, thereby improving gas source allocation and supporting the overall energy supply chain [2]

Group 1 - China has successfully discovered a new shale gas field with proven reserves of 165 billion cubic meters, which is expected to enhance its energy production capabilities [1] - The discovery of this gas field, along with others in regions like Shandong and Chongqing, is part of China's efforts to optimize its energy structure and drive technological innovation [3] - Despite these advancements, China remains a major energy importer, relying on countries like Russia and Saudi Arabia to meet its energy demands [3] Group 2 - In response to U.S. pressure on India regarding Russian oil purchases, China has increased its imports of Urals crude oil from Russia, nearly doubling its daily imports to approximately 75,000 barrels since August [3][5] - This shift in energy sourcing is beneficial for Russia, as it helps mitigate the impact of U.S. sanctions and pressures on its energy exports [5] - The U.S. is facing challenges in re-establishing energy trade with China, especially after the imposition of tariffs that have disrupted previous energy cooperation [6][8] Group 3 - The U.S. energy sector, which has traditionally supported the Trump administration, is now at a disadvantage due to the loss of the Chinese market following tariff policies [6] - The U.S. has attempted to sell energy to traditional allies like the EU and South Korea, but these efforts have not compensated for the loss of the Chinese market [6] - China's current energy strategy, which includes both domestic production and increased imports from Russia, complicates U.S. efforts to re-enter the Chinese energy market [8]

Core Viewpoint - The successful commissioning of the first segment of the "Sichuan Gas East Transmission Line" marks a significant advancement in China's energy infrastructure, enhancing natural gas transportation capacity and supporting regional economic development [1][2]. Group 1: Project Overview - The "Sichuan Gas East Transmission Line" is a crucial part of China's energy strategy, with a total length of approximately 4,269 kilometers, traversing eight provinces and cities [2]. - The newly commissioned segment, spanning 56.15 kilometers from the Anyue gas field to the Tongliang compressor station, will add nearly 3 billion cubic meters of natural gas transportation capacity annually [1][2]. Group 2: Economic and Energy Impact - Once fully operational, the pipeline will have an annual gas transmission capacity of 20 billion cubic meters, facilitating interconnection with major national pipeline networks and addressing resource allocation needs in central and eastern regions [2]. - The project is expected to significantly contribute to the high-quality development of the Yangtze River Economic Belt and promote domestic economic circulation [2]. Group 3: Infrastructure Development - The National Pipeline Network Group has focused on enhancing pipeline interconnectivity in the southwest, improving energy supply and emergency response capabilities [3]. - Ongoing efforts include the construction of branch pipelines to support local energy structure optimization and the promotion of integrated energy solutions [3].

Core Insights - The State Council has approved the marine area for the first phase of the Baolong Nuclear Power Plant in Guangxi, covering an area of 236.6154 hectares, marking it as the second nuclear power station in Guangxi [1] Investment and Project Details - The overall planned investment for the Baolong Nuclear Power Project is approximately 120 billion yuan, with a "one-time planning, phased construction" approach [1] - The first phase of the project includes two units, each utilizing CAP1000 third-generation passive nuclear technology, with a single unit capacity of 1.25 million kilowatts [1] - The investment for the first phase is around 40 billion yuan, with a planned construction period of 56 months [1] Environmental Impact - Upon completion, the first phase is expected to generate approximately 20 billion kilowatt-hours of electricity annually, which will reduce carbon dioxide emissions by 16 million tons each year [1] - The project aims to further optimize Guangxi's energy structure and provide strong support for the region's economic and social development [1]

Core Viewpoint - The approval of the marine area for the first phase of the Guangxi Bailong Nuclear Power Plant project is a significant step towards optimizing the energy structure in Guangxi and enhancing energy utilization efficiency [1] Group 1: Project Overview - The total investment for the Guangxi Bailong Nuclear Power Plant project is approximately 120 billion yuan [1] - The first phase will involve the construction of two 1 million kilowatt pressurized water nuclear reactors [1] Group 2: Regulatory and Support Measures - The approval of the marine area covers an area of 236.6154 hectares [1] - The Guangxi Zhuang Autonomous Region Marine Bureau has established a special team to ensure the provision of marine resource guarantees for major projects [1] - A total of 22 marine project approvals (including state-managed projects) have been granted in the region this year, promoting high-quality development of the marine economy [1]