随着冬季来临，居民取暖需求进一步增加，全国多地加紧部署迎峰度冬能源保供工作，确保各类能源安 全稳定供应，保障产业稳定生产、居民温暖过冬。 近日召开的2025—2026年供暖季能源保供视频会议指出，截至9月底，全国发电装机容量达到37.2亿千 瓦，较去年同期增加5.6亿千瓦。统调电厂存煤保持在2.2亿吨以上的较高水平，可用天数约35天。天然 气资源准备较为充足，调峰储气能力持续增强，储气库已提前完成注气任务，实现满库入冬。 在碳达峰碳中和目标的引领下，我国大力发展可再生能源，可再生能源装机规模和发电量持续增长，为 冬季能源保供工作提供了绿色支撑。数据显示，今年前三季度，全国可再生能源新增装机3.10亿千瓦， 同比增长47.7%，约占新增装机的84.4%；全国可再生能源发电量达2.89万亿千瓦时，同比增加15.5%。 "我国可再生能源装机规模持续增长，丰富了能源供给，有利于构建多能协同的能源保供体系。"厦门大 学管理学院教授、中国能源政策研究院院长、能源经济与能源政策协同创新中心主任林伯强在接受记者 采访时表示，可再生能源能够提供更多清洁电力，有助于确保百姓温暖过冬和工业稳产。 在西藏山南市，11台风电机拔地而起 ...

Core Insights - China is set to increase its oil consumption before 2030 while still being a leader in green energy, highlighting the challenge of balancing energy security, economic growth, and structural emissions reduction [1][2] Group 1: Renewable Energy Development - China has become a global leader in renewable energy, particularly in solar and wind power, with significant investments driving this transition [1] - By October 2025, China's total installed power generation capacity is expected to reach 3.75 billion kilowatts, with solar power capacity at 1.14 billion kilowatts (up 43.8% year-on-year) and wind power capacity at 590 million kilowatts (up 21.4% year-on-year) [1][3] - In the first quarter of 2025, renewable energy generation is projected to account for approximately 35.9% of total power generation, accelerating the process to achieve peak carbon emissions before 2030 [3] Group 2: Fossil Fuel Dependency - Despite rapid growth in renewable energy, China's reliance on fossil fuels remains significant, with coal consumption expected to peak around 2027 and oil consumption projected to peak during the 14th Five-Year Plan (2026-2030) [2] - The transportation sector is expected to reduce its use of refined fuels, leading to a shift of oil derivatives towards the slower-growing petrochemical industry [2] Group 3: Energy System Transformation - China is accelerating the development of a new energy system characterized by integration, storage, large-scale renewable energy bases, and modernized grids to ensure stable replacement of fossil fuels [2] - Investments in energy storage are crucial for reducing renewable energy waste and ensuring stable power system operations [2] - The expansion of smart grid infrastructure and scheduling systems is underway to accommodate a large amount of intermittent energy sources [2] Group 4: Long-term Goals - By 2035, China aims to achieve over six times the total installed capacity of solar and wind power compared to 2020, targeting over 360 million kilowatts, with the potential for early achievement based on current growth rates [3]

为确保可再生能源安全稳定地替代化石燃料，中国正加快构建以一体化、储能、大型可再生能源基地和 电网现代化为特征的新型能源体系。中国计划在西北地区开发大型太阳能和风能综合体，在西南地区扩 建水电站，在沿海地区拓展海上风电场和新的核电项目。 巴西《论坛》杂志网站11月24日文章，原题：为什么中国会在2030年前使用更多石油，但它仍然是绿色 大国中国已成全球能源转型的典范。中国在绿色技术和可再生能源方面的大规模投资，最终成为全球南 方国家人民的灵感源泉。如今，中国是全球太阳能和风能领域真正的领军者，不过，该国未来5年煤炭 和石油的使用量增加引起了广泛关注。由于煤炭和石油仍处于能源体系的核心位置，中国面临着平衡能 源安全、经济增长与结构性减排的挑战。 自2020年明确提出二氧化碳排放力争于2030年前达到峰值、2060年前实现碳中和以来，中国加快了向清 洁能源的转型。在太阳能和风能装机容量创纪录增长的推动下，非化石能源的占比不断上升。如今，中 国拥有全球规模最大、发展最快的可再生能源系统，这一举措已开始体现在二氧化碳排放量的稳定，甚 至下降。 中国在可再生能源发展方面确立了加速发展的轨迹。截至2025年10月，中国累计 ...

当前，国际可持续准则理事会（ISSB）的可持续发展披露准则已在多国落地，中国正积极推动国内准 则与之衔接，为企业"一次披露，多地适用"提供了便利。"比如光伏、风电等优势产业，企业可以通过 推动中国标准与国际标准互认，既帮助企业达到海外合规要求，也为全球可持续治理贡献了中国智 慧。"宋敬武称。 中欧合作：全球绿色协同样本 宋敬武表示，中欧在可持续发展领域共识广泛、产业优势互补。宋敬武介绍，在绿色能源领域，中国已 经从"跟跑者"升级为"领跑者"，拥有全球最大的可再生能源规模、最完整的产业链，全球70%的风电设 备、80%的光伏组件都印有"中国制造"的标签，绿色产品远销200多个国家和地区。 坚实的供给能力为中欧产业链深度协同奠定基础。宋敬武举例，在电池领域，中欧已进入"联合研发 +本地化生产"的深度协同阶段。如德国车企与宁德时代、亿纬锂能等中国企业开展紧密合作，标志着 中欧汽车产业进入"合资合作2.0时代"，为全球绿色产业链协同提供样本。"中欧企业在可持续农业、生 物技术、气候韧性建设等领域的合作也卓有成效，未来可通过优势互补共同开拓第三方市场，推动绿色 技术与设备走向全球。"宋敬武称。 ● 本报记者 郑萃颖 1 ...

中国科学院北京纳米能源与系统研究所所长、首席科学家，埃尼奖、爱因斯坦世界科学奖全球能源奖获 奖者，中国科学院、美国国家发明家科学院、欧洲科学院、欧洲工程院等8院院士王中林以"走向未来的 蓝色能源"为主题，展示了利用蓝色海洋能源替代化石能源的创新解决方案。他提到，化石能源枯竭与 气候变化是人类面临的严峻挑战，海洋是能源利用的宝库，蕴含着巨大潜力。传统技术难以高效利用海 洋能，他的团队发明的纳米发电机技术具备全天候、低成本、零排放的突出优势，并已通过海试验证能 为小型设备供电。王中林展望，通过构建集成太阳能、风能、潮汐能的复合能源网络，这项技术将逐步 发展，像光伏产业一样，最终为人类提供可持续的清洁电能，助力解决能源危机和气候变化问题。 中国电力工程顾问集团有限公司总经理李屹立系统阐述了中国以科技创新为核心动力，实施能源低碳转 型国家战略的成就与路径，以及中电工程在企业层面的创新实践。他指出，中国在能源低碳转型中展现 出大国担当，已建成全球最大的可再生能源体系，并在核能、特高压、可再生能源发电等关键技术领域 取得领先。面对未来挑战，需突破可再生能源大规模消纳和零碳技术等瓶颈。中电工程以创新为引领， 通过"从0到1 ...

Group 1 - John Kerry expressed shock at the level of fear among U.S. CEOs regarding President Trump, stating that despite the lucrative returns from green energy investments, many companies are still hesitant to invest due to potential political and legal repercussions [1][2] - Kerry highlighted that the recent COP30 climate conference was the first held without the participation of the U.S. federal government since the inception of the UN climate change conferences in 1995, yet several major companies like Microsoft, Google, and General Motors still attended, indicating a commitment to business development and supply chain security [4] - A recent analysis from the University of Maryland's Center for Global Sustainability indicated that existing policies could lead to a 35% reduction in U.S. emissions by 2035, largely driven by corporate initiatives [4] Group 2 - The renewable energy sector saw $2.2 trillion in spending over the past year, driven by market demand and consumer needs, despite some investors retracting their support due to fears related to climate change and political backlash [2] - Companies are recognizing the economic benefits of climate action, which also positively impacts health, food, and water security, as emphasized by Kerry [3]

Core Points - Xi Jinping's congratulatory letter emphasizes the positive role of China-Russia energy cooperation in promoting economic and social development, enhancing the well-being of both nations, and providing important guidance for practical cooperation between enterprises [1][2] - The letter aims to establish a new comprehensive energy cooperation framework between China and Russia, injecting more certainty into the global energy market [1][2] Group 1: Energy Cooperation - The China-Russia Energy Business Forum, initiated by the two heads of state, has received significant attention and guidance from both leaders [2] - The deepening of energy cooperation between China and Russia not only benefits both countries but also provides critical stability and certainty to the global energy market [2][3] - A multi-level communication mechanism has been established to facilitate discussions on various energy cooperation topics, laying a solid foundation for collaboration in oil, gas, nuclear energy, and renewable energy [2][3] Group 2: Global Energy Governance - Xi Jinping's letter points to the need for a fair, just, and balanced global energy governance system, with China as an active advocate and practitioner [3] - The letter reinforces the commitment of the electricity sector to green development, highlighting China's role in providing clean energy products and services to over 200 countries and regions [3] - The establishment of a self-controlled trading and pricing platform is suggested to enhance the credibility of energy trade between China and Russia, offering diverse and inclusive pathways for global energy cooperation [3][4]

Core Points - The 2025 Shandong International Trade and Investment Advisory Conference was successfully held in Jinan, focusing on "gathering global business wisdom to promote trade innovation development" [1] - Representatives from over 10 countries and regions, including the US, Germany, and Kenya, gathered to discuss Shandong's green, low-carbon, high-quality development and modern industrial system [1] - Kenya's National Chamber of Commerce Chairman Eric Ruto emphasized the importance of China as a strategic partner and expressed interest in establishing a forward-looking partnership with Shandong [3] Group 1 - The conference aimed to provide insights for Shandong to build a high-level open economy [1] - Eric Ruto highlighted potential cooperation areas such as green supply chains and logistics corridors, inviting Shandong's textile and light manufacturing industries to establish production bases in Kenya [3] - There is a strong interest in collaboration in medical technology and pharmaceuticals, including vaccine development and bioproduct manufacturing [3]

西班牙光伏联盟总干事何塞·多诺索说，西中两国在可再生能源领域具有高度互补性，为双方深化 合作提供坚实基础。 今年是中国与西班牙建立全面战略伙伴关系20周年。本次论坛期间，双方与会人士围绕电网安全、 人工智能赋能能源系统、绿色金融及投资机遇等议题举行多场圆桌讨论，分享实践经验，探讨深化合作 方向。 中国驻西班牙大使姚敬表示，绿色发展是中国式现代化的鲜明底色，中国已公布新一轮国家自主贡 献目标，标定了未来10年绿色能源合作方向。"西班牙已成为欧洲绿色能源领跑者，两国企业在储能、 电动汽车、氢能等领域合作潜力巨大。" 西班牙工业与旅游部特派代表海梅·佩里斯认为，中国是西班牙在零碳工业和全球市场中的关键伙 伴，本次论坛体现了双方在能源转型关键期进一步加强务实合作、深挖潜力的共同决心。 新华社马德里11月25日电（记者孟鼎博）首届中西绿色能源论坛25日在西班牙首都马德里举行，来 自两国政府部门、行业机构及能源领域企业约300人就绿色能源合作与转型展开研讨。 西班牙工业和旅游大臣霍尔迪·埃雷乌致辞说，过去20年，西班牙可再生能源装机容量增长数倍， 清洁能源已成为国家能源体系的主体，"我们期待论坛为西中绿色能源合作开辟新空 ...

华北电力大学国家能源发展战略研究院执行院长王鹏表示，习近平主席贺信为维护全球能源产业链供应链稳定畅通指明方 向。建立公平公正、均衡普惠的全球能源治理体系，中国是积极倡导者、扎实践行者。面对产业链供应链高度全球化的特 征，中国辩证认识能源科技自立自强与国际合作关系，拓展和深化中外联合科学研究，强化能源全球技术合作，助力增强 全球能源产业链供应链的韧性。 "习近平主席强调'为世界能源安全与绿色低碳转型注入更多稳定性'，坚定了电力行业坚持绿色发展的理念和决心。"现场聆 听习近平主席的贺信，中国电力企业联合会常务副理事长杨昆备受鼓舞，"我国已与多个国家实现电力互联互通，为200余 个国家和地区提供清洁能源产品和服务。过去一年，风电光伏产品出口助力全球减少碳排放约26.5亿吨。未来，我们将继 续深度参与全球和地区能源治理，为全球能源转型贡献中国力量。" ——习近平主席贺信为全球能源市场注入更多确定性 11月25日，国家主席习近平向第七届中俄能源商务论坛致贺信，引发两国各界人士热烈反响。大家表示，习近平主席的贺 信高度评价中俄能源合作对于促进两国经济社会发展、增进两国人民福祉发挥的积极作用，为两国企业持续推动务实合作 提 ...