报告由中国企业改革与发展研究会在2025能源转型大会开幕式上发布。报告指出，当前，全球能源转型 正处在挑战与机遇并存的十字路口。政策方面，多国能源政策面临分歧，受地缘政治与能源安全需求影 响，部分国家调整能源政策；技术方面，清洁能源技术发展明显分化，太阳能光伏、风电、电动汽车等 领域成果显著，绿氢等技术仍存在瓶颈。 今年是能源转型大会连续第七年在北京市昌平区未来科学城"能源谷"举办。本届大会为期三天，主题聚 焦"加快企地协同创新，共谋绿色转型发展"，包括一场开幕式暨全体大会、两场重点活动、一场技术交 流活动、六场专题会议，设置"能源谷"参观、项目路演等多样化活动。(完) 中新社北京11月22日电 (记者 陈杭)22日在北京发布的《全球能源转型报告(2025)》显示，全球能源转型 已进入化石能源向新能源跨越的关键阶段，呈现出从高碳到低碳，从低碳向零碳的发展趋势。 报告指出，展望未来，全球能源贸易流向正发生转变，随着大力发展可再生能源，中国已从全球最大的 能源进口国转型为全球最大的清洁技术出口国；人工智能与能源将协同进化，人工智能在能源预测、电 网优化等领域的应用，正重塑能源全产业链效率。 报告显示，全球能源转型 ...

推动绿色发展，坚持风光水核多能并举，提高非化石能源供给能力。推动煤电由基础保障性电源转为支 撑调节性电源，科学布局抽水蓄能，大力发展新型储能，加快建设适配高比例新能源的新型电力系统。 推动智能发展，拓展形成一批"人工智能+能源"典型应用场景，加快建设智能电网，建设智能化调度体 系。加快煤矿、电厂、油气田等传统能源基础设施数智化转型。大力发展分布式能源、虚拟电厂、车网 互动等新模式新业态。 传统能源基础设施立足化石能源，特征是能源集中生产、向用户侧单向输送，包括大型电厂、输配电 网、油气管道等。随着能源生产消费方式变革和新技术新模式的快速发展，能源基础设施在系统形态和 运行方式等方面发生新变化。一批具有绿色、智能、融合等新特征的能源基础设施加速涌现，共同构成 新型能源基础设施体系。 推动融合发展，统筹"西电西用"与"西电东送"，加强新能源开发和用能产业集成融合发展，引导产业向 清洁能源富集区域合理布局。加强新能源与传统能源一体开发、融合发展，推动电力、热力、氢能系统 等实现多能互补、灵活互济。推动能源与工业、建筑、交通系统融合发展，建设一批零碳工厂和园区。 "十四五"时期，国家能源局推动能源基础设施全环节全链条 ...

1. 新型能源体系：构建 "清洁为主、兜底有力" 的供应格局 根据规划建议，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。国家能源 局明确，到 "十五五" 末，新增用电需求绝大部分将由清洁能源满足，火电将从 "主力电源" 转型为 "调节性电源"，新能源将成为电力供应的核心 力量。 前三季度的能源数据已显现转型成效：全国可再生能源装机接近 22 亿千瓦，风电、太阳能发电合计突破 17 亿千瓦，新增装机占比达 84.4%；风 电光伏发电量同比增长 28.3%，占全社会用电量的 22%，甚至超出同期第三产业用电量总和。这背后，是 "人工智能 + 能源""新型储能规模化建 设""绿电直连" 等一系列政策 "组合拳" 的持续发力，为十五五能源转型铺平道路。 2025 年 10 月，党的二十届四中全会在北京胜利召开，审议通过的《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》，为未来 五年能源发展锚定总航向。全会明确提出 "加快建设新型能源体系""建设能源强国" 的重大任务，将能源安全与绿色转型提升至中国式现代化建设 的战略高度，这既是对 "十四五" 能 ...

"十五五"规划建议提出，要加快建设新型能源体系，持续提高新能源供给比重，推进化石能源安全可靠 有序替代，着力构建新型电力系统，建设能源强国。 正因如此，"十五五"规划建议提出加快建设新型能源体系，这一部署实质上意味着中国新能源发展从结 构性突破走向系统性重构的战略转向。其重点不再是单纯扩大制造产能，而是聚焦强化电网调节能力、 发展新型储能、完善市场机制，推动中国能源体系从"制造领先"向"体系强健"实现全面升级。 加快建设新型能源体系 进入"十五五"时期，中国能源转型的重心逐步从制造端向体系端转移，从单纯扩张产能转向完善新型新 能源基础设施和优化系统运行协同推进。"十五五"规划建议明确提出，要加快建设新型能源体系，持续 提高新能源供给比重，坚持风光水核等多能并举，并统筹就地消纳与跨区外送。这意味着不仅要保持制 造端的领先优势，更需通过优化电网布局、提升跨区输电能力、推进源网荷储协同等措施，构建安全、 韧性、智能、高效的系统支撑网络，从而确保新能源能够稳定、高效地融入电力系统，确保新能源发 电"发得出、用得上、用得稳"。通过这一系统性建设，中国能源体系将逐步完成从"制造强国"向"体系 强国"的战略转型，为高比例可 ...

能源是经济社会发展的重要物质基础和动力源泉。习近平总书记高度重视能源工作，强调"要深入 推动能源革命，促进能源消费、供给、技术、体制改革，加强国际合作，加快建设能源强国"。党的二 十届四中全会通过的《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》，明确加快建 设新型能源体系的任务，指明了我国能源未来发展的方向和重点。在中国式现代化新征程上，要顺应全 球能源发展大势，锚定能源强国目标，以建设新型能源体系为抓手，大力推动我国能源转型发展。 建设能源强国的现实逻辑 能源是国民经济的命脉，强大的现代能源产业是社会主义现代化强国的重要基础。可以说，没有能 源的现代化，就没有经济高质量发展，更谈不上现代化强国建设。建设能源强国，既是应对国际能源形 势变化所需，也是经济社会绿色转型发展的客观要求。 这是世界能源转型的大势所趋。纵观人类发展历史，每一次能源转型都带来生产力大发展和国际格 局的深刻变化。18世纪，蒸汽机等重大发明的出现，使煤炭成为主要燃料，推动纺织、钢铁、机械等近 代工业蓬勃发展，英国成为第一个工业化国家。19世纪末到20世纪初，内燃机的发明与应用，推动石油 逐步取代煤炭成为主导能源，催生了能源、汽 ...

Core Insights - Inner Mongolia's energy industry investment increased by 19.4% year-on-year in the first three quarters, accounting for 33.5% of the region's fixed asset investment, becoming a significant driver of investment growth [1] Group 1: Traditional Energy - The production of coal remained stable, with a total raw coal output of 940 million tons from large-scale industrial enterprises [1] - Crude oil production reached 2.5 million tons, reflecting a year-on-year increase of 4.2%, while natural gas production was 23.94 billion cubic meters, representing 12.3% of the national total [1] - Coal-to-gas production increased by 26%, reaching 3.4 billion cubic meters [1] - Key coal power projects, such as the Mengneng Jinshan Phase III (2×1 million kW) and Huineng Changtan Phase II (2×660,000 kW), are progressing rapidly, with total installed power capacity reaching 28.226 million kW by the end of September [1] Group 2: Renewable Energy - Inner Mongolia is accelerating the construction of renewable energy projects, focusing on the progress of ongoing projects and ensuring timely completion of investment and grid connection targets [1] - The installed capacity of renewable energy increased by 12.84 million kW in the first three quarters, with a total renewable energy installed capacity of 147.59 million kW by the end of September, marking a year-on-year growth of 36.9% [1] - Renewable energy now accounts for 52.3% of the total installed power capacity, an increase of 6.4 percentage points year-on-year [1]

Core Viewpoint - The construction of a new energy system is essential for achieving carbon neutrality and ensuring energy security, with a focus on developing non-fossil energy sources and transitioning to a clean, low-carbon energy system [1][5]. Group 1: New Energy System Development - The new energy system aims to establish a modern energy system dominated by non-fossil energy, addressing national energy security and low-carbon transition needs [1][2]. - By the end of the "14th Five-Year Plan" period, most of the new electricity demand will be met by newly added clean energy generation [1]. - The release of the "Energy Law of the People's Republic of China" in 2024 provides legal support for the construction of the new energy system and new power system [1]. Group 2: Technological and Industrial Leadership - The new energy system is becoming a core area of global technological revolution and industrial competition, with China transitioning from a follower to a leader in clean energy technology [2]. - Mastery of clean energy technologies and standards will allow China to secure a strategic position in future global industrial divisions [2]. Group 3: Strategies for Accelerating Construction - There is a need to significantly develop non-fossil energy sources, enhancing the clean energy sector through various regional energy sources such as wind, solar, hydro, and nuclear power [3]. - The role of fossil energy must be adjusted to ensure cleaner and more flexible utilization, transforming coal power into a stabilizing support for renewable energy [3]. Group 4: Infrastructure and System Integration - The construction of a new power system requires the development of high-capacity transmission lines and smart grid technologies to ensure efficient distribution and utilization of clean energy [4]. - The integration of distributed energy resources will enable households and businesses to participate actively in energy production and consumption, promoting a green lifestyle [4]. Group 5: Broader Implications - Accelerating the construction of the new energy system is crucial for achieving dual carbon goals and responding to aspirations for high-quality development and energy security in China [5]. - Continuous efforts from the government in policy design, innovation from enterprises in technology, and lifestyle changes from individuals are necessary for the successful implementation of the new energy system [5].

Core Viewpoint - The construction of a new energy system is essential for achieving carbon neutrality and ensuring energy security, with a focus on developing non-fossil energy sources and enhancing clean energy technologies [1][2][5] Group 1: New Energy System Development - The new energy system aims to create a modern energy system dominated by non-fossil energy, ensuring safety and efficiency while addressing national energy security and low-carbon transition needs [1][2] - The introduction of the Energy Law in 2024 provides a legal framework for the construction of the new energy system, marking a significant upgrade in China's energy strategy [1] Group 2: Clean Energy Expansion - There is a need to significantly increase the share of non-fossil energy in the energy mix, focusing on wind, solar, hydro, and nuclear power as the main sources of clean energy [3] - The transition period requires the clean and efficient use of fossil fuels, with coal power being transformed into a flexible and stable backup to support renewable energy fluctuations [3] Group 3: Infrastructure and Technology - The establishment of a new power system necessitates the construction of high-capacity transmission lines and smart grid technologies to ensure efficient distribution and utilization of clean energy [4] - The integration of distributed energy resources will enable households and businesses to participate actively in energy production and consumption, fostering a green lifestyle [4] Group 4: Broader Implications - The new energy system is positioned as a key driver for high-quality economic development, providing competitive advantages in international trade and improving the quality of life for citizens [4][5] - Continuous efforts from the government, enterprises, and individuals are required to achieve the dual carbon goals and promote sustainable development [5]

Core Viewpoint - The Fourth Plenary Session of the 20th Central Committee of the Communist Party of China emphasizes accelerating the comprehensive green transformation of economic and social development, aiming to build a beautiful China through a focus on carbon peak and carbon neutrality goals [1] Group 1: Energy Transition - The key to accelerating comprehensive green transformation lies in vigorously promoting the green and low-carbon transition of energy and continuously optimizing the energy structure [2] - The development of renewable energy such as wind and solar power is essential to gradually reduce the consumption share of traditional fossil fuels [2] - A modern industrial system characterized by low consumption and high added value should be formed by guiding resources towards green, low-carbon, and circular economy industries [2] Group 2: Energy Structure and Pollution Control - The new energy system is crucial for ensuring national energy security and is a key approach for China to participate in global climate governance and achieve carbon peak and carbon neutrality [3] - Two governance approaches for carbon emissions are proposed: end-of-pipe treatment and source control, with a focus on source control for long-term sustainability [3] - The large-scale development and utilization of non-fossil energy sources, including hydropower, nuclear power, wind power, and solar energy, are necessary for achieving low-carbon energy structures [4] Group 3: New Power System Development - By 2060, the proportion of non-fossil energy consumption is expected to exceed 80%, requiring a significant adjustment in the power generation structure [6] - The installed capacity of wind and solar power is projected to exceed 600 million kilowatts by 2060, accounting for approximately 65% of total power generation [6] - Coal power must gradually exit its position as the main power source while ensuring reliable electricity supply [7] Group 4: Key Measures for Implementation - Important measures to promote the establishment of a new energy system include developing renewable energy to replace fossil fuels and enhancing the flexibility of existing coal power plants [7] - A new grid system that aligns with the new energy system is essential, as the grid plays a critical role in the energy system [7] - Increased efforts in energy storage and hydrogen energy are necessary to enhance system regulation capabilities and support dynamic balance in the power system [7]

Core Viewpoint - The 2025 International Energy Transformation Forum was held in Suzhou, showcasing China's energy technology innovations and sharing them with the world [1] Group 1: Energy Technology Innovation - Over the past decade, China has significantly increased its investment in energy technology innovation, transitioning from a follower to a leader in the field [1] - China has become a global leader and source of energy technology innovation, with advancements in renewable energy and major projects in hydropower and nuclear power [1] Group 2: "China's Energy Good Products" - The forum released "China's Energy Good Products," which includes 60 items categorized into five major areas: renewable energy and nuclear technology innovation, clean and efficient use of traditional energy, multi-energy complementarity and comprehensive utilization, energy transmission and distribution, and smart energy digital applications [1] - Key products include 36 core products such as "Hualong One" and perovskite photovoltaic components, along with 24 solutions like integrated hydrogen energy systems and intelligent microgrids for industrial applications [1] Group 3: Global Energy Challenges - Current geopolitical factors are affecting global energy supply stability, with increasing regional development imbalances and urgent technological bottlenecks that need to be addressed [1] - The challenges faced are testing humanity's wisdom and collaborative capabilities, emphasizing the need for consensus and international cooperation in energy transformation [1]