"两国元首的贺信让我们对双边能源合作的稳步深化充满信心。"俄罗斯副总理诺瓦克表示，正如习近平 主席在贺信中指出，俄中能源合作起步早、基础好，是双方互利合作的典范。当前，两国已建立起全方 位、多层次、常态化的联络机制，为能源合作中的各类议题沟通、项目推进提供了有力保障，也为双方 在油气、核能、可再生能源等多领域的协同发展奠定了坚实基础。 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 ...

Key Points - The national electricity market transaction volume in October increased by 7.9% year-on-year, with a total of 563.8 billion kWh traded, marking a 15.6% increase compared to the previous year [2] - The green certificate issuance reached 2.478 billion units in the first ten months of 2025, with 370 million units issued in October alone, indicating a strong growth in renewable energy projects [2] - The southern five provinces of China experienced a 10% year-on-year increase in electricity consumption in October, marking the first double-digit growth since February [3] - The first carbon-neutral demonstration project in the postal and express delivery industry in Jiangsu has been launched, expected to consume approximately 75 million kWh of green electricity annually and reduce carbon emissions by about 60,000 tons [4] - The Anhui-Hubei back-to-back interconnection project has received approval from the National Development and Reform Commission, laying a solid foundation for its subsequent construction [4] - The world's first 630℃ ultra-supercritical secondary reheating national power demonstration project has completed the main equipment delivery, featuring the highest pressure, temperature, efficiency, and lowest coal consumption for a single-shaft 1 million kW unit [6]

新华社北京11月25日电 题：构建全方位合作新格局 擘画能源治理新图景——习近平主席贺信为全 球能源市场注入更多确定性 新华社记者温馨、王悦阳 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供了重要指引，为两国构建全方位立体能源合作新格局指明 了方向，为全球能源市场注入更多确定性。各方将深入落实贺信精神，持续巩固中俄全面能源合作伙伴 关系，不断造福两国和世界人民。 国家能源局国际合作司司长魏晓威表示，习近平主席的贺信充分肯定了中俄能源合作取得的成绩， 并为未来中俄能源合作提供了方向引领。"接下来，我们将深入落实习近平主席贺信精神，不断深化与 包括俄罗斯在内的各重点国家能源务实合作，保障我国开放条件下的能源安全，推动建设更加公平公 正、均衡普惠的全球能源治理体系。" "两国元首的贺信让我们对双边能源合作的稳步深化充满信心。"俄罗斯副总理诺瓦克表示，正如习 近平主席在贺信中指出，俄中能源合作起步早、基础好，是双方互利合作的典范。当前，两国已 ...

"衷心感谢两国元首支持我们的论坛，也感谢他们一直以来亲自关注双边能源合作发展当中的问 题。"俄罗斯总统能源发展战略和生态安全委员会秘书长、俄罗斯石油公司总裁谢钦说，习近平主席曾 强调，"能源的饭碗必须端在自己手里"。中国已建成全球最大、发展最快的可再生能源体系，拥有全球 最完整的新能源产业链，更是全球能耗强度降低最快的国家之一。俄中能源合作的深化不仅惠及两国， 更能为动荡变革中的全球能源市场注入关键稳定性与确定性，为维护世界能源安全、促进全球能源治理 体系完善发挥不可替代的重要作用。 "两国元首的贺信让我们对双边能源合作的稳步深化充满信心。"俄罗斯副总理诺瓦克表示，正如习 近平主席在贺信中指出，俄中能源合作起步早、基础好，是双方互利合作的典范。当前，两国已建立起 全方位、多层次、常态化的联络机制，为能源合作中的各类议题沟通、项目推进提供了有力保障，也为 双方在油气、核能、可再生能源等多领域的协同发展奠定了坚实基础。 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 ...

Group 1: Current Market Environment - The renewable energy sector has shifted from rapid growth to facing complex challenges, with signs of friction emerging within the growth framework [2] - In the U.S., federal support for clean energy is significantly reduced, leading to increased investor caution and altered capital flows [4] - In Europe, 16 countries have renewable energy projects totaling 1,700 GW currently stalled due to grid access limitations, resulting in billions of euros in unexpected costs [4] - China's renewable energy industry is transitioning from reliance on policy subsidies to competition based on capabilities, exemplified by a recent pricing auction in Shandong province [4] Group 2: Value Creation Levers in Renewable Energy - A set of strategic and operational levers has been identified to enhance performance and manage risks across the renewable energy value chain [6] - Companies must focus on core markets and technologies while continuously adjusting their business models to ensure sustainable growth and profitability [8] - Prioritizing project pipelines and optimizing targeted projects are crucial for improving returns, as 30% of projects generate 80% of total value [9] - Engineering, procurement, and construction (EPC) decisions significantly impact project costs and timelines, with leading companies adopting customized EPC models [12] - Active asset management and targeted maintenance strategies can enhance performance and reduce operational costs, with some companies achieving 10% to 40% reductions in operating expenses [14] Group 3: Comprehensive Transformation for Competitive Advantage - Focusing solely on individual segments of the value chain is insufficient; a comprehensive transformation using a tailored end-to-end approach is essential for maintaining competitiveness [19] - Companies are encouraged to leverage digital and analytical technologies across the value chain to unlock new levels of operational and financial performance [16]

Summary of Key Points Core Viewpoint - The National Energy Administration has released data on the issuance and trading of renewable energy green power certificates for October 2025, highlighting significant activity in the renewable energy sector. Group 1: Green Certificate Issuance - In October 2025, the National Energy Administration issued 370 million green certificates, covering 374,100 renewable energy generation projects, with 158 million being tradable certificates, accounting for 42.61% of the total issued [1] - The green certificates corresponding to renewable energy generation for September 2025 amounted to 243 million, representing 65.80% of the total [1] - From January to October 2025, a total of 2.478 billion green certificates were issued, with 1.592 billion being tradable [1] Group 2: Green Certificate Trading - In October 2025, a total of 6.67 million green certificates were traded nationwide, including 2.299 million green power trading certificates [3] - From January to October 2025, the total number of traded green certificates reached 596 million, with 202 million being green power trading certificates [3] Group 3: Trading Prices of Green Certificates - The average trading price for green certificates from the production year 2024 was 2.56 yuan per certificate, while for the production year 2025, the average price was 5.22 yuan per certificate [5]

据摩洛哥HESPRESS网站11月18日报道，根据阿拉伯投资与出口信用担保公司（Dhaman）发布的2025 年度行业报告，摩洛哥可再生能源领域的外国直接投资吸引力居阿拉伯国家第二位，仅次于埃及（占比 45.9%）。2003-2024年，摩可再生能源领域吸引外资381亿美元，占阿拉伯国家该领域外资总额的 11%，实施了55个重点项目，创造12267个就业岗位。 在电力生产方面，摩2025年预计发电量为430亿千瓦时，在阿拉伯国家中位列第九。尽管火电（石油、 天然气和煤炭）仍是摩洛哥能源结构的主要来源，达287亿千瓦时，但可再生能源已占据重要地位，其 中风电表现突出，年发电量92亿千瓦时，太阳能发电37亿千瓦时，水电12亿千瓦时。报告特别强调摩洛 哥在普及能源服务方面已实现全国100%覆盖率，与其余12个阿拉伯国家共同跻身全民用电保障行列。 在消费方面，摩洛哥以392亿千瓦时的年消费量同样位居阿拉伯国家第九。根据预测，到2030年摩用电 量将增长至443亿千瓦时。人均电力消费则处于中等水平，在阿拉伯国家中排名第14位，仅为1100千瓦 时/人，远低于阿拉伯国家平均水平（8600千瓦时/人）。 ...

Core Points - The COP30 conference in Belem, Brazil, concluded with a political document titled "Global Mobilization for Unity and Cooperation to Address Climate Change Challenges," emphasizing the commitment to green and low-carbon transformation [1] - The urgency of climate governance is highlighted by the increasing frequency of extreme weather events, while the global community faces an "action deficit" in climate initiatives [1] - The conference reached a consensus on climate adaptation funding, particularly for developing countries severely impacted by climate change [1] Group 1: Climate Governance and International Cooperation - The conference underscored the importance of multilateralism and financial support as essential strategies to effectively address climate challenges [1] - Despite rising unilateralism and geopolitical tensions, COP30 demonstrated that international consensus can still be achieved under the framework of the UN Climate Change Convention [1] Group 2: China's Role in Climate Action - China emphasizes that addressing climate change should not compromise development and livelihoods, particularly for developing countries [2] - As a major developing country, China has taken practical measures to fulfill its responsibilities in global climate governance, advocating for cooperation in addressing climate challenges [2] - China has set ambitious targets for its national contributions by 2035, covering all greenhouse gases and introducing absolute reduction targets [2] Group 3: Low-Carbon Technology and Support for Developing Countries - China is a significant contributor to low-carbon technology, exporting wind, solar, and new energy vehicles to over 200 countries, providing 70% of wind power equipment and 80% of solar components globally [3] - Since 2016, China has mobilized over 177 billion RMB in project funding to support developing countries in enhancing their climate change response capabilities [3] - The closure of COP30 marks the beginning of a new phase in climate governance, with a call for practical actions to address the climate crisis [3]

Core Viewpoint - The COP30 conference in Brazil marked a significant step in global climate governance, emphasizing the need for multilateralism, financial support, and just transitions to address the "action deficit" in climate change efforts [1][2][4] Group 1: Climate Governance and International Cooperation - The COP30 conference resulted in the political document "Global Mobilization and Collaborative Response to Climate Change Challenges," showcasing a commitment to green and low-carbon transformation [1] - Despite challenges such as rising unilateralism and geopolitical tensions, COP30 demonstrated that international consensus can still be achieved under the framework of the UN Climate Change Convention [1][2] Group 2: Financial Support for Developing Countries - The UN Environment Programme's 2025 Adaptation Gap Report highlights an increasing funding gap for climate adaptation in developing countries, threatening lives and economic stability [2] - COP30 reached a consensus on providing support for developing countries severely impacted by climate change, emphasizing the need to fulfill financial commitments [2] Group 3: China's Role in Climate Action - China has set ambitious targets for its 2035 Nationally Determined Contributions, covering all greenhouse gases and introducing absolute reduction targets, reflecting its commitment as a responsible major country [3] - China has established the world's most comprehensive carbon reduction policy system and the largest renewable energy system, contributing significantly to global emissions reduction [3] - As a major contributor to low-carbon technology, China exports renewable energy products globally, significantly reducing costs for wind and solar power [3] Group 4: Future Directions in Climate Governance - The conclusion of COP30 is seen as the beginning of a new phase in climate governance, with a call for practical actions to address the climate crisis and protect the planet [4]

Group 1 - The International Energy Agency (IEA) emphasizes that global demand for energy services, particularly electricity, will continue to grow significantly in the coming decades, driven by various sectors including transportation, heating, cooling, and data services related to artificial intelligence [1][2] - Electricity currently accounts for only 20% of global final energy consumption but supports over 40% of the global economy, indicating its critical role in both industrial and digital economies [1][2] - The report highlights that global electricity demand growth will outpace overall energy consumption growth, with electricity supply and electrification investments already comprising 50% of total global energy investments [1][2] Group 2 - The report identifies that the core of energy security in the electricity era lies in the development of grid infrastructure, energy storage facilities, and flexible resource allocation, which are currently lagging in many countries [2] - Renewable energy, particularly solar power, is projected to lead the growth in energy consumption, with 80% of this growth occurring in regions with high solar irradiance by 2035 [2] - The nuclear power sector is expected to recover, with a forecasted increase of at least one-third in global nuclear capacity by 2035, following a 20-year stagnation [2] Group 3 - The report predicts an increase in final investment decisions for new liquefied natural gas (LNG) projects by 2025, with approximately 300 billion cubic meters of new LNG export capacity expected to come online by 2030, resulting in a 50% increase in global LNG supply [3] - Despite anticipated growth in natural gas demand, the significant increase in LNG capacity may lead to an oversupply in the market [3] - Oil and gas are expected to continue playing a crucial role in the energy transition, with demand for these resources not peaking until 2050 under current policy conditions [3]