昨天上午，2025能源转型大会在北京昌平未来科学城开幕。国务院国资委主任张玉卓，北京市委副书 记、市长殷勇出席开幕式并致辞。 张玉卓指出，党的十八大以来，以习近平同志为核心的党中央提 出"四个革命、一个合作"能源安全新战略，为我国能源转型指明了方向。党的二十届四中全会对"十五 五"时期实现碳达峰目标作出了重要部署。国务院国资委和中央企业愿同各界一道，更深层次开展绿色 转型交流合作，为维护全球生态安全、促进世界经济发展贡献力量。共同构建新型能源体系，坚持风、 光、水、核等多能并举，提高新能源供给比重，加强化石能源清洁高效利用，构建新型电力系统。共同 推动能源绿色低碳消费，加快工业、建筑、交通等行业绿色数字化转型，提升终端电气化水平和能源利 用效率。共同开展绿色低碳技术攻关，促进产学研深度合作，推动成果规模化应用，加快形成新质生产 力。共同促进能源领域改革开放，健全全国统一电力市场体系，加强国际能源合作，打造更多标志性绿 色能源工程，共建清洁美丽世界。 殷勇指出，近年来，北京市按照"节能、减气、少油、净煤、增 绿"思路，加快推动能源绿色低碳转型，能源结构实现历史性优化，绿色能源产业生态持续完善，先进 能源等战略性 ...

新型能源体系以非化石能源为供应主体、化石能源为兜底保障、新型电力系统为关键支撑、绿色智慧节约为用能导向。加快建设新型能源体 系，既能够推动能源绿色低碳转型、支撑实现碳达峰碳中和，也是保障国家能源安全的重要支撑。 0:00 / 0:49 《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》提出，加快建设新型能源体系。 11月14日拍摄的临沂市蒙阴县常路镇东三庄光伏基地（无人机照片）。新华社发（公茂栋摄） 11月20日，在甘肃省酒泉经济技术开发区的中国水电四局（酒泉）新能源装备有限公司塔筒制造车间，工作人员进行风机塔 筒焊接作业。新华社记者 郎兵兵 摄 国家能源局数据显示，"十四五"时期，我国加快"逐绿向新"，能源转型跑出"加速度"。全社会用电量中，每3度电就有1度绿电；全国能源消 费中，非化石能源占比每年增加1个百分点，煤炭占比每年减少1个百分点。 编导：杲均丰 包装：胡心懿 这是在2025年山西（太原）能源产业博览会上展示的一款醇氢电动牵引车（9月27日摄）。新华社记者 杨晨光 摄 2025年前三季度，全国可再生能源新增装机3.1亿千瓦，同比增长47.7%，约占新增装机的84.4%。其中，水电新增71 ...

(本文来源：经济日报 作者周绍东系教育部习近平新时代中国特色社会主义思想研究中心特约研究 员、武汉大学马克思主义学院教授) 对外开放推动我国现代化建设不断取得新成就，也使我国与外部世界的联系互动更加频繁紧密，我 国经济发展更容易受到外部市场的影响和冲击。因此，越是开放越要重视安全。一方面，在"引进来"的 过程中维护经济安全和其他领域安全。在开展对外贸易、吸引外资时，注重推动贸易伙伴多元化，避免 对单一贸易伙伴的过度依赖，主动对接高标准国际经贸规则，以制度型开放防范风险。营造市场化、法 治化、国际化的一流营商环境，在注重保护关系国民经济命脉的重要行业的基础上引进外资。在防控风 险的前提下，稳妥有序推进资本账户开放。另一方面，在"走出去"的过程中筑牢安全屏障。随着共 建"一带一路"倡议深入推进和南南合作、"大金砖合作"发展，"中国制造"融入全球市场，中国企业也在 加快"走出去"步伐。在此过程中，要加强顶层设计和政策引导，健全完善应急管理体制机制，加强海外 利益保护。企业要注重研判开展海外投资的可行性，综合分析包括外汇风险、环保风险、税务风险等在 内的各种风险因素，在拓展海外市场的同时维护好自身权益和国家经济安全。 ...

答案是肯定的。以四川为例，这里水能资源丰富，水电是主力电源。不过，一组数据耐人寻味： 2024年，四川用电负荷持续增长，占全省电力装机总容量不到10%的煤电装机，在全年枯水期完 成发电量335.03亿千瓦时，提供了四川主网三分之一以上电量。换句话说，煤电对四川电力保供 起到重要作用。 近年来，我国大力发展可再生能源，加快能源绿色低碳转型取得积极成效。但受可再生能源电力 随机性、波动性影响，煤电仍将在一定时期内在电力系统中发挥兜底保障和支撑调节作用。 当前，煤电是保障电力安全稳定供应的"压舱石"。多位参会嘉宾提及，通过提升灵活调节能力和 低碳化发展水平等方式，煤电也可以变得更"绿"。其中，《新一代煤电升级专项行动实施方案 （2025—2027年）》明确提出"度电碳排放水平应较2024年同类型机组降低10%—20%"等要求。 □四川日报全媒体记者 尹梦奇 "随着新能源占比不断提高的新型电力系统加快建设，煤电将由基础保障性电源转为支撑调节性电 源，这是煤电定位的重大调整。"11月13日，东方电气集团在成都举办新一代煤电升级改造技术交 流会，国家发展改革委能源研究所相关负责人现场分享了我国能源结构转型的最新动态。 于 ...

Core Viewpoint - The article emphasizes the importance of promoting the consumption and regulation of renewable energy to support high-quality development and address challenges in China's energy sector [3][12]. Group 1: Significance of Enhancing Renewable Energy Consumption and Regulation - Promoting renewable energy consumption and regulation is crucial for advancing the green and low-carbon transformation of energy [4]. - It is essential for the high-quality development of the renewable energy industry, as it stabilizes utilization levels and boosts investor confidence [5]. - It serves as a key driver for cultivating new productive forces, leveraging technological innovation to address the inherent challenges of renewable energy [6]. Group 2: Systematic Promotion of Renewable Energy Consumption and Regulation - The guidance proposes multi-dimensional strategies to enhance renewable energy consumption and regulation, focusing on differentiated development and consumption solutions [8]. - It advocates for a market-driven approach to shift from a resource-oriented to an efficiency-oriented model, addressing issues like market rule adaptability and price signal transmission [9]. - Innovation is emphasized as a cornerstone for high-quality development, targeting key technological breakthroughs in efficient utilization, flexible regulation, and smart control [10]. Group 3: Strengthening Mechanism Construction - The guidance outlines a framework for effective implementation, emphasizing problem-oriented and goal-oriented strategies [11]. - It includes optimizing management mechanisms, clarifying responsibilities, and enhancing monitoring and regulatory measures to ensure policy effectiveness [11]. - The overall approach aims to create a comprehensive policy framework that integrates various aspects of the renewable energy sector, enhancing operational effectiveness [12].

目前，泰安在建在运新型储能装机容量超过580万千瓦，居全省头部位置，将进一步助力泰安加速"绿 碳"蝶变，为全省能源绿色低碳转型示范区建设贡献泰安力量。(泰安市发展改革委) 近年来，泰安市聚焦新质生产力发展和新型能源体系建设，依托资源优势，坚持先立后破、循序渐进， 谋划实施千万千瓦级"储能之都"、千亿级"泰山锂谷"、千万千瓦级"风光高地"三个千量级工程，撬动和 牵引能源供给多元化、清洁化转型取得突破。先后建成了全国最大的采煤沉陷区农光互补产业基地、国 内"首台套"10MW压缩空气储能电站、全球最大规模300MW压缩空气储能电站、山东省首个抽水蓄能 电站—泰山抽水蓄能电站等重大项目。泰安储能产业集群被确定为全省首批支柱型雁阵集群和全省未来 产业集群，"储能之都"入选省"十强产业"场景创新引领区；"十四五"期间全市储能领域获得4个国家级 首台套重大技术装备。肥城市成功争创全省绿色低碳转型示范试点县，肥城新型电池电极材料产业集群 入选国家级中小企业特色产业集群。 中国发展网讯2025年10月底，随着泰安市远望储能科技天宝镇100MW农光互补项目等并网投运，泰安 市新能源装机达到719.7万千瓦，占电力装机的比重达到6 ...

Group 1 - The storage chip market is experiencing a significant price increase, with SanDisk's recent price hike stimulating storage companies. Morgan Stanley has raised the target price for Jiangbolong from RMB 122 to RMB 325 under the base case scenario, and to RMB 435 under an optimistic scenario [1] - The new policy from the National Development and Reform Commission and the National Energy Administration on November 10 aims to promote renewable energy consumption and regulation, indicating a shift towards a more stable pricing mechanism for energy resources [1] - The evolution of policy from "capacity compensation" to "capacity pricing" suggests a clear direction towards establishing a long-term stable mechanism, ensuring effective transmission of market price signals to end users [1] Group 2 - A series of significant policies this year, particularly the "Document No. 136," has shifted energy storage development from mandatory storage to a more sustainable market-driven model, improving the profitability of storage projects through clear economic compensation mechanisms [2] - The continuous support from policies and institutional innovations indicates a spiral upward trend for renewable energy and storage, with confidence in the commitment from central and local governments to invest in energy storage [2] - As of November 11, 2025, the performance of key stocks in the sector shows positive growth, with Jiangbolong up 7.83%, and other major players like CATL and EVE Energy also experiencing gains [2]

Core Insights - Guangxi's clean energy installed capacity has officially surpassed 80 million kilowatts, marking a year-on-year increase of 32.12% [1] - Clean energy now accounts for 72.15% of all power sources in Guangxi, with clean energy generation reaching 127.71 billion kilowatt-hours, a 16.8% increase year-on-year, representing 66.3% of total electricity generation [1] - The "dual carbon" goals are accelerating the green and low-carbon transition in energy, with significant growth in new energy installations expected by 2025 [1][2] Summary by Sections Clean Energy Capacity and Generation - Guangxi's clean energy generation has reached 1277.1 billion kilowatt-hours, with a year-on-year growth of 16.8%, indicating that 3 out of every 5 kilowatt-hours generated are green power [1] - By 2025, the cumulative new energy installed capacity in Guangxi is projected to reach 17.5 million kilowatts, with annual generation expected to hit 51.29 billion kilowatt-hours, increasing its share of total generation to 26.6% [2] Innovative Projects and Development - The region is witnessing a diversified development of "green electricity+" initiatives, including distributed photovoltaic projects and floating solar power stations [2] - The Yangguang New Energy Fishery-PV Complementary Project has successfully integrated green power generation with fish farming, utilizing innovative design to enhance both energy output and aquaculture area [2] Service Optimization and Industry Growth - The Southern Power Grid Guangxi Electric Power Company has improved its new energy grid connection services, implementing a one-stop service and digital service model to enhance efficiency and reduce processing time by 70% [3] - The manufacturing of wind energy equipment has seen a significant increase, with power consumption for wind energy equipment manufacturing rising by 1,247.33 million kilowatt-hours, a 105% increase year-on-year [3] - The production of photovoltaic equipment and components has surged by over 300% year-on-year, indicating strong momentum in the industry [3]

Core Insights - The white paper titled "China's Actions on Carbon Peak and Carbon Neutrality" indicates significant progress in China's green and low-carbon energy transition [1][2] - China is focusing on renewable energy substitution while ensuring energy security, which supports the achievement of its "dual carbon" goals [1] Group 1: Renewable Energy Development - Non-fossil energy consumption is projected to increase from 16.0% in 2020 to 19.8% by 2024, with an average annual increase of nearly 1 percentage point [1] - Wind and solar power generation capacity is expected to exceed 1.69 billion kilowatts by August 2025, more than three times the capacity in 2020, contributing approximately 80% of new power installations since 2020 [1] - The share of wind and solar power generation is steadily increasing at an average annual rate of 2.2 percentage points [1] Group 2: Fossil Energy Utilization - The proportion of fossil energy consumption is projected to decrease from 84.0% in 2020 to 80.2% by 2024, reflecting efforts to enhance clean and efficient utilization [2] - China is actively promoting clean and efficient use of coal and transitioning oil and gas development towards greener practices [2] Group 3: Power System Enhancement - The white paper highlights improvements in the comprehensive regulation capabilities of the power system, ensuring safe operation and risk resilience amid large-scale renewable energy development [2] - The development of a new type of power system that is clean, low-carbon, safe, abundant, economically efficient, and flexible is being accelerated [2] - Integration of power sources, grids, loads, and storage is being promoted to facilitate large-scale development and utilization of renewable energy [2]

Core Viewpoint - The white paper emphasizes that achieving carbon peak and carbon neutrality is a significant decision made by China based on its responsibility to humanity and the inherent requirements for sustainable development [2][3]. Group 1: Carbon Peak and Carbon Neutrality - The white paper outlines that China has firmly established and practiced the concept that "lucid waters and lush mountains are invaluable assets," taking strong actions to promote green and low-carbon transformation, achieving historic results over the past five years [2]. - It highlights that energy activities are the primary source of carbon emissions, and the green low-carbon transformation of energy is key to achieving carbon peak and carbon neutrality [2]. Group 2: Energy Green Low-Carbon Transformation - The white paper states that non-fossil energy has seen significant development, with the proportion of non-fossil energy consumption increasing from 16.0% in 2020 to 19.8% in 2024, an annual increase of nearly 1 percentage point [5]. - Wind and solar power generation capacity has tripled since 2020, contributing to about 80% of new power installations since then, with the share of wind and solar power generation steadily increasing at an annual rate of 2.2 percentage points [5]. Group 3: Key Areas of Low-Carbon Development - The white paper indicates that key sectors such as industry, transportation, construction, and residential life are significant sources of carbon emissions, and China is promoting the integration of traditional and emerging industries to enhance green low-carbon development [9]. - It mentions the rapid promotion of new energy vehicles, with China achieving the fastest and largest scale of new energy vehicle adoption globally [9]. Group 4: Key Carbon Reduction Pathways - The white paper reports that China has implemented energy-saving and carbon reduction actions, achieving an 11.6% decrease in energy consumption per unit of GDP during the first four years of the 14th Five-Year Plan [12]. - It highlights the establishment of approximately 150,000 waste recycling points and 1,800 sorting centers by the end of 2024, with a comprehensive utilization rate of major solid waste increasing by 3 percentage points compared to 2020 [13]. Group 5: Global Climate Governance - The white paper emphasizes China's commitment to multilateralism and international cooperation in global climate governance, actively promoting the signing and implementation of the Paris Agreement [15]. - It states that China has established energy cooperation platforms with six major regions and has signed energy cooperation partnerships with 34 countries along the Belt and Road Initiative [15].