国家能源局 相关司及各派出机构负责同志，有关电力企业负责同志等参加会议。 国家能源局 国家能源局微信公众号是国家能源局新闻宣传、信息公开、服务群众的重要平台。 · 公开 政务信息 · 发布 行业动态 ·提供 公众服务 为贯彻落实 2026 年全国能源工作会议和能源监管工作会议精神，进一步规范电力调度交易与市场秩序，持续推进电力市场建设与市场监管工作， 加强厂网信息沟通交流， 3 月 2 日，国家能源局在京召开 2026 年电力调度交易与市场秩序厂网联席会议。国家能源局党组成员、副局长宋宏坤 出席会议并讲话，监管总监梁昌新主持会议。 会议指出， 2026 年 国家能源局将深 入 贯彻 党中央、国务院关于全国统一电力市场建设、加强自然垄断环节监管等决策部署，按照 《国务院办 公厅关于完善全国统一电力市场体系的实施意见》 文件要求 ，坚持目标导向和问题导向 ， 持续 深化全国统一电力市场建设 ，加强 能源安全保供 监管 ，推动 能源绿色转型政策 落地见效，强化 电力市场秩序 、 自然垄断环节 等 重点 监管 工作。 会议强调， 今年是 "十 五 五 " 开局 之年 ， 面对新形势新 挑战 ， 央地、政企、厂网要协同 ...

□本报记者 白丹 "新能源高质量发展的堵点，就是履职的发力点。"全国政协委员、华润（集团）有限公司环境健康和安 全部专家张利文的记事本上，密密麻麻记录着很多关于新能源产业转型的议题。多年来，她聚焦新能源 高质量发展与"双碳"战略落地，以精准提案、深度调研、务实建言，在能源绿色转型赛道上践行委员担 当。 回想起刚刚过去的2025年，张利文用"收获满满"四个字来总结。去年全国两会上，她提交的《关于健全 光伏组件残余寿命评估体系的提案》《关于加快建立工业领域碳排放双控新机制的提案》全部立案，并 得到了相关部门的回复。特别是聚焦光伏组件寿命评估的提案，延续了她深耕行业的专业建言脉络—— 此前她已连续两年围绕新能源回收利用建言献策。2023年《关于推动光伏产业实现绿色闭环的提案》被 列为全国政协重点提案；2024年《关于分类深入推进新能源产业再生资源回收利用体系建设的提案》， 促成《退役光伏组件梯次利用通用规范》等标准完善，三年三份提案形成了"要不要回收——怎么分类 回收——如何科学回收"的完整建言链条。 （来源：内蒙古日报） 转自：内蒙古日报 "每一次调研都是学习，每一份提案都是责任。"张利文表示，今年全国两会她将围 ...

Core Viewpoint - The establishment of the China-Shanghai Cooperation Organization Green Industry Cooperation Platform marks a significant extension of regional cooperation within the SCO from traditional security and economic fields to green sustainable development [1] Group 1: Green Technology Innovation Center - The platform aims to integrate green innovation resources and focus on key core technology breakthroughs, establishing a "source of innovation" for green technology [2] - It will facilitate the transformation and application of green innovation results by creating a comprehensive innovation ecosystem that spans research, transformation, and industrialization [2] - The initiative includes promoting the exchange and training of green technology talents, attracting top scientists and engineers globally to participate in platform projects [2] Group 2: Green Industry Upgrade Demonstration Zone - The platform will support the green transformation of traditional industries and the cultivation of new green industries, forming a new engine for green development [3] - It aims to create cross-border green industry cooperation demonstration parks and specialized industrial bases in sectors like new energy and low-carbon agriculture [3] - The establishment of a cross-border green industry cooperation mechanism and standard system will enhance the efficiency of green trade and investment [3] Group 3: Green Smart Development Pilot Zone - The initiative focuses on integrating smart technologies to create a green smart development ecosystem, emphasizing the interconnectivity of smart infrastructure [4] - It will develop a collaborative management cloud platform to monitor and analyze data related to environmental and energy consumption [4] - The project will promote typical application scenarios for green smart living, such as integrated microgrid systems and intelligent waste recycling [4] Group 4: Energy Green Transition Leading Zone - The platform will promote the green upgrade of traditional energy and the large-scale application of new energy, enhancing China's influence in global energy transitions [5][6] - It aims to reduce fossil energy consumption and accelerate the development of clean energy through collaborative projects [6] - Establishing a cross-border energy security and governance cooperation mechanism will ensure regional energy safety and green development [6] Group 5: Green Financial Innovation Cluster - The platform will link global financial innovation resources to support green technology research and cross-border cooperation projects [7] - It will create a digital green financial service platform that integrates project matching, financing, risk assessment, and policy consulting [7] - The initiative includes establishing a risk-sharing mechanism for green finance, encouraging the development of specialized insurance products for green projects [7]

Core Viewpoint - The article emphasizes the need for deepening reforms in the energy sector to adapt to a new energy system, focusing on high-quality development and addressing challenges such as energy security, low-carbon transition, and economic efficiency [3][9]. Group 1: Achievements in Energy Reform during the 14th Five-Year Plan - The energy market structure has been further improved, with nearly 80% of electricity prices determined by market competition and over 970,000 registered electricity market entities [5]. - A national unified energy market system is being established, with significant progress in electricity, oil, and gas markets, promoting efficient resource allocation [6]. - The market-oriented energy pricing mechanism is being refined, with competitive pricing for coal and renewable energy, and a shift in the pricing model for natural monopoly sectors [7]. Group 2: Challenges for the 15th Five-Year Plan - The energy supply-side needs to accelerate the establishment of mechanisms for green transformation, targeting a renewable energy capacity of 3.6 billion kilowatts by 2035, with an annual growth of 200 million kilowatts [10]. - The energy consumption side requires enhanced mechanisms to stimulate flexibility and innovation, as new business models and green energy consumption patterns emerge [11]. - The resilience and safety of the energy system must be improved, transitioning from a traditional centralized balance to a more flexible and collaborative approach [12]. Group 3: Strategic Measures for Energy Reform - A resilient energy supply mechanism should be constructed, integrating renewable and fossil energy sources while enhancing the capacity for resource optimization [15]. - A green consumption guidance mechanism is essential, promoting policies that encourage green energy consumption and developing a robust carbon market [16]. - The establishment of market and pricing mechanisms that reflect true supply-demand relationships is crucial for optimizing resource allocation and fostering new business models [17]. - A modern energy governance system must be developed, focusing on legal frameworks and regulatory mechanisms to prevent monopolistic practices and enhance international cooperation [18].

Core Insights - The National Energy Administration projects that by 2025, the national wind and solar power generation will increase by 25% year-on-year, accounting for 22% of total power generation, significantly boosting the share of renewable energy to nearly 40% [1] - New installed capacity for renewable energy in China is expected to reach 452 million kilowatts by 2025, representing a year-on-year growth of 21% [1] Group 1: Wind and Solar Power Growth - By 2025, new installed capacity for wind power and solar energy is forecasted to be 119.33 GW and 315.07 GW respectively, with year-on-year growth rates of 50.4% and 13.7% [1] - The disparity in growth rates between wind and solar installations is attributed to the pressure on electricity prices and demand caused by the full market entry of new energy sources, with wind power being less affected due to its dispersed output [1] Group 2: Investment and Infrastructure - During the 14th Five-Year Plan period, the State Grid's fixed asset investment is expected to reach 4 trillion yuan, a 40% increase compared to the previous period, focusing on green transformation [1] - The State Grid aims to support an annual increase of approximately 20 million kilowatts in wind and solar energy installations, targeting a non-fossil energy consumption share of 25% and an electricity share in terminal energy consumption of 35% [1] Group 3: Market Mechanisms and Development - The National Development and Reform Commission and the National Energy Administration have introduced a new pricing mechanism for power generation, which includes independent new-type energy storage in the compensation framework [2] - East Wu Securities notes that the three main constraints on the full market entry of new energy—consumption, pricing, and subsidies—are gradually easing, paving the way for high-quality development of renewable energy [2]

Group 1 - The core mission of Jinan Energy Group is to accelerate the construction of a new energy system, focusing on high-quality development and contributing to the green transformation of the economy and society [1][10] - The "Liao Heat into Jinan" project is a key initiative for optimizing the energy structure, utilizing industrial waste heat from Liaocheng to provide a stable and clean urban heating source for Jinan [2][4] - The project exemplifies the "waste to resource" concept and sets a benchmark for cross-regional energy collaboration, facilitating the large-scale replacement of traditional energy sources with clean energy [4] Group 2 - Jinan Energy Group aims to build a comprehensive and efficient heating network, ensuring stable and equitable access to clean heating for residents [5][7] - The company operates a heating network exceeding 11,000 kilometers, covering Jinan's main urban area and enhancing the overall resilience and reliability of the heating system [7] - By 2026, the company plans to upgrade heating facilities in 60 residential communities, benefiting approximately 43,000 households [7] Group 3 - The smart upgrade of the heating network is crucial for improving operational efficiency, with the implementation of a nationwide first ERP system for comprehensive management of the heating supply chain [9] - The company integrates green low-carbon technologies throughout the energy production and utilization chain, achieving over 50% improvement in pipeline delivery capacity through advanced techniques [12] - Jinan Energy Group is committed to regional energy collaboration, optimizing resource allocation and enhancing energy security through integrated development with surrounding cities [12] Group 4 - The company emphasizes innovation and collaboration as core drivers for sustainable energy development, focusing on long-term planning and institutional support for the new energy system [10][13] - Jinan Energy Group is dedicated to serving the community and enhancing the quality of life for residents by promoting a cleaner, more efficient energy structure [13]

近年来，江苏能源转型步伐加快。江苏2025年全年新增发电量中新能源贡献占比超95%。由于约98%的 风电和超近70%的光伏装机分布在苏中、苏北地区，而近60%的用电负荷集中在苏南，电力资源呈 现"逆向分布"。"为促进新能源高效消纳，我们在现有交流电网中嵌入直流输电通道，构建交直流混联 电网。相较于纯交流电网，交直流混联电网可更灵活、远距离、大容量输送清洁电力，提升输电效率约 20%，有效缓解新能源发电与用电负荷之间的时空不平衡问题。"国网江苏电力建设部副主任刘晓东表 示。 截至目前，江苏已建成特高压"一交四直"、500千伏"七纵七横"主干网架，并投运国内首个"交流改直 流"嵌入式输电工程——扬镇直流一期工程。随着扬镇直流二期工程投运，江苏初步形成省域交直流混 联电网格局，"北电南送"输电能力提升至约2500万千瓦。 2月12日，我国首个交直流混联跨江工程——江苏扬州至镇江±200千伏直流输电二期工程(以下简称"扬 镇直流二期工程")建成投产。这是世界首个多源换相直流输电工程，将原有跨江输电能力提升3倍，为 我国乃至全球能源绿色转型提供经验。 扬镇直流二期工程线路全长约228公里，输电容量达120万千瓦，途经江 ...

Investment Rating - The report suggests focusing on companies benefiting from supply-side reforms, technological iterations, and marginal changes in demand expectations, with a long-term view on efficient technologies and leading companies in the industry [4] Core Insights - The photovoltaic equipment industry index decreased by 6.19% during the week of January 26 to January 30, 2026, underperforming the broader market index by 5.18 percentage points [12][14] - Key companies in the photovoltaic equipment sector showed varied performance, with notable gains from Yamaton, Jincheng Co., and others, while significant losses were observed in Mingguan New Materials and others [17] - The report highlights the stability in prices of key materials such as silicon, wafers, and batteries, with slight increases in component prices [19] Summary by Sections Market Performance - The Shanghai Composite Index increased by 0.08%, while the photovoltaic equipment industry index fell by 6.19%, indicating a challenging week for the sector [12][14] Industry Chain Price Trends - As of January 21, 2026, the prices for key materials were as follows: silicon at 59 CNY/kg, wafers at 1.50 CNY/piece, batteries at 0.42 CNY/W, and components at 0.81 CNY/W, with a slight increase in component prices [19] Industry News - Guangdong province is advancing offshore photovoltaic construction as part of its action plan for high-quality marine economic development, promoting the integration of offshore wind and photovoltaic projects [26] - The National Energy Administration announced that by 2025, the country expects to add over 430 million kW of wind and solar capacity, with significant investments in renewable energy projects [27][28]

Core Viewpoint - The China Electricity Council (CEC) forecasts that by 2025, China's total electricity consumption will exceed 10 trillion kilowatt-hours, marking a historic milestone, with a projected growth of 5% to 6% in 2026, driven by the expansion of renewable energy capacity and a balanced supply-demand situation [1][2][7]. Group 1: Electricity Consumption Growth - In 2025, China's total electricity consumption is expected to reach 10.37 trillion kilowatt-hours, maintaining its position as the world's largest electricity consumer [2]. - The second industry will account for 6.64 trillion kilowatt-hours, representing 64% of total consumption, contributing 47.5% to the growth [2][3]. - The third industry will see a growth of 8.2%, with a contribution rate of 30.7%, driven by sectors like charging services and internet-related services [3][10]. Group 2: Renewable Energy Expansion - By the end of 2025, China's total installed power generation capacity is projected to reach 3.89 billion kilowatts, with non-fossil energy sources accounting for 61.7% of this capacity [4][5]. - Wind and solar power will constitute over 80% of the newly added generation capacity, with a total of 4.47 trillion kilowatt-hours of non-fossil energy generation expected, representing 42.9% of total generation [5][6]. - In 2026, solar power generation capacity is anticipated to surpass coal power for the first time, with non-fossil energy sources expected to account for 63% of total installed capacity [7][8]. Group 3: Infrastructure and Investment - Investment in power grid construction is projected to reach 639.5 billion yuan in 2025, with significant growth in both direct current and alternating current projects [5][6]. - Cross-regional and cross-provincial electricity transmission is expected to grow, with cross-regional transmission reaching 998.4 billion kilowatt-hours, a 7.9% increase [6]. - The "14th Five-Year Plan" emphasizes the construction of a modern energy system, with a focus on enhancing electricity supply security and grid intelligence [6][10].

新闻聚焦 ◐ 2025年1 2月全国新增建档立卡新能源发电项目共6 233个。 2月3日，国家能源局发布2 02 5年1 2月全国新增建档立卡新能源发 电（不含户用光伏）项目情况。2025年12月，全国新增建档立卡新能源发电（不含户用光伏）项目共6 233个，其中风电项目36 个，光伏发电项目619 0个（集中式光伏发电项目48个，工商业分布式光伏发电项目614 2个），生物质发电项目7个。 国内新闻 ◐ 国内成品油价格按机制调整。 据国家发改委网站2月3日消息，近期国际市场油价波动上升，根据2月3日的前10个工作日平均 价格与上次调价前10个工作日平均价格对比情况，按照现行成品油价格机制，自2月3日24时起，国内汽、柴油价格每吨分别上 涨2 05元和1 95元。 ◐ 山东公示一批关停并转低效燃煤机组名单。 据山东能源局网站消息，2月2日，山东省能源局公示淄博、潍坊、滨州、菏泽市 已关停并转低效燃煤机组名单，共计3 0台机组，装机容量合计49.05万千瓦。 国际新闻 ◐ 特朗普称墨西哥将停止向古巴输油。 据新华社华报道，美国总统特朗普2月2日称，墨西哥将停止向古巴输送石油。当天有媒 体在白宫提问，美国同古巴谈 ...