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《工业绿色微电网建设与应用指南(2026—2030年)》政策解读!2026年中国工业绿色微电网发展现状及趋势:工业绿色微电网建设将提速[图]
Chan Ye Xin Xi Wang· 2026-01-31 02:20
2026年1月,工业和信息化部、国家发展改革委、国务院国资委、市场监管总局、国家能源局等五部门 联合印发《工业绿色微电网建设与应用指南(2026—2030年)》(工信厅联节〔2025〕77号,以下简称 《指南》)。工业绿色微电网是以向工业用户提供绿色电力为主要目的,集成应用光伏、风电、高效热 泵、新型储能、氢能、余热余压余气、智慧能源管控等一体化系统,可融合工业生产过程、与电网友好 互动并实现协同自治的综合能源系统。 内容概况:2026年1月,工业和信息化部、国家发展改革委、国务院国资委、市场监管总局、国家能源 局等五部门联合印发《工业绿色微电网建设与应用指南(2026—2030年)》(工信厅联节〔2025〕77 号,以下简称《指南》)。目前,我国已有许多工业企业和园区积极探索开展工业绿色微电网建设,全 国已投入运行项目超过300个。《指南》的出台,标志着我国工业绿色微电网建设进入系统化推进阶 段,将引导市场主体参与实施项目建设与应用,再生能源发电、工业余能利用、清洁低碳氢制取与利用 等行业也将迎来重大发展机遇。未来,随着政策体系和市场机制不断完善,工业绿色微电网将从"节能 降碳工具"升级为"产业竞争力要素" ...
锚定振兴大局 献智发展大计
Xin Lang Cai Jing· 2026-01-30 18:44
Core Insights - The Jilin Provincial Committee of the Chinese People's Political Consultative Conference (CPPCC) has submitted 36 proposals focusing on high-quality agricultural development, industrial growth, and energy development to support the revitalization of Jilin Province [1][2]. Agricultural Development - Jilin Province is a significant agricultural base in China, currently implementing a "billion-jin grain" capacity construction project, aiming for high-quality development in the oilseed industry and stabilizing corn prices by 2025 [2]. - The committee emphasizes the need for resource protection, infrastructure investment, and technology innovation to address challenges in agricultural development, proposing the establishment of special projects and collaborative research platforms [2][3]. Industrial Upgrading - The proposals highlight the importance of building a modern industrial system and supporting the transformation of traditional industries, particularly in the automotive and pharmaceutical sectors [4]. - Recommendations include enhancing the development of future industries, optimizing spatial layouts, and fostering innovation through cross-disciplinary collaboration [4][5]. Green Energy Transition - The Jilin Provincial Committee stresses the necessity of transitioning to a green and low-carbon energy system, particularly in the context of national energy security and the development of non-fossil energy sources [6][7]. - Specific proposals include launching a "Hydrogen Non-Chemical Application 'Icebreaking' Action Plan" and establishing a hydrogen heavy-duty truck industrial demonstration park to enhance the hydrogen energy sector [7].
议产业 谈技术 看民生
Xin Lang Cai Jing· 2026-01-30 17:41
转自:成都日报锦观 1月28日,成都市十八届人大四次会议开幕。政府工作报告和"十五五"规划纲要草案,引发代表委员们广泛热议。议产业未来发展、谈前沿技 术攻坚、看民生消费热点,关切兴奋洋溢在每个人的脸上,信心力量聚集在每个人的心中。 聚焦氢能产业的长远发展,张章提出了自己的建议。"目前,成都的氢能汽车推广情况较好,但加氢站作为基础配套略显滞后,影响了氢能产 业快速发展。因此,我带来的建议是希望成都尽快出台加氢站管理办法。" "今年的成都市政府工作报告提到建设全国文化创意中心,和我带来的建议关联性很强。"市人大代表、老肯医疗股份有限公司制造管理部经理 田兰表示,随着短视频平台迅猛发展,微短剧行业呈现井喷态势,但伴随而来的内容失范问题亟待系统整治。 议产业 谈技术 看民生 代表委员铆足干劲谋发展 出口西班牙的"成都造"集装箱式碱性制氢装备。 绿色低碳是不少人大代表关注的方向。"迈入'十五五',成都将优化构建以先进制造业为骨干的'9+9+10'现代化产业体系。"市人大代表、东方 电气氢能(成都)有限公司执行董事、总经理张章表示,公司作为成都的氢能链主企业,对未来发展充满信心。 尽快出台加氢站管理办法 集中力量突破关键 ...
2025年全国能源重点项目投资额首超3.5万亿元 同比增长近11%
Zheng Quan Ri Bao Wang· 2026-01-30 11:59
"2025年,全国能源投资保持较快增长,年度重点项目完成投资额首次超过3.5万亿元,同比增长近 11%,增速分别高于同期基础设施、制造业12.9、10.1个百分点。其中,内蒙古、新疆、山东、广东、 江苏5个省(区)完成投资额均超过2000亿元。"1月30日,国家能源局发展规划司副司长邢翼腾在国家能 源局例行新闻发布会上说。 邢翼腾进一步指出,2025年,我国能源投资主要有以下三个特点:一是能源绿色转型新业态投资加快释 放。全国风电光伏新增装机超过4.3亿千瓦、累计装机规模突破18亿千瓦。其中,陆上风电投资增势良 好,重点项目完成投资额同比增长近50%。新型储能、氢能产业持续迸发增长新活力,全年重点项目完 成投资额较上一年实现翻番。 从单站规模来看,10万千瓦以上的大型化发展趋势明显。截至2025年底,10万千瓦及以上项目装机占比 达72%,较2024年底提高约10个百分点;4小时及以上新型储能电站项目逐步增加,装机占比达27.6%, 较2024年底提高约12个百分点。与此同时,新型储能调用水平进一步提升。据初步统计,2025年全国新 型储能等效利用小时数达1195小时,较2024年提升近300小时。 边广琦表 ...
2025年中国能源重点项目完成投资额首次超过3.5万亿元
Zhong Guo Xin Wen Wang· 2026-01-30 10:12
中新社北京1月30日电 (记者 王梦瑶)中国国家能源局发展规划司副司长邢翼腾30日在北京表示,2025 年,全国能源投资保持较快增长,年度重点项目完成投资额首次超过3.5万亿元(人民币,下同),同比增 长近11%,内蒙古、新疆、山东、广东、江苏5个省(区)完成投资额均超过2000亿元。 一是能源绿色转型新业态投资加快释放。全国风电光伏新增装机超过4.3亿千瓦、累计装机规模突破18 亿千瓦。其中,陆上风电投资增势良好,重点项目完成投资额同比增长近50%。新型储能、氢能产业持 续迸发增长新活力,全年重点项目完成投资额较上一年实现翻番。 二是能源安全保障关键领域有效投资持续扩大。煤电、常规水电等领域投资增势良好,西南主要流域新 建在建梯级水电群项目有序推进、持续扩大实物工作量。电网等领域投资保持平稳增长,跨省跨区输电 通道加快建设,能源资源互补互济水平持续提升。 三是能源领域民营企业投资保持较快增长。民营企业重点项目完成投资额同比增长12.9%,高于全国能 源重点项目完成投资增速约2个百分点。民营企业投资重点在太阳能发电、风电、煤炭开采等领域,其 中在陆上风电、分布式光伏领域投资保持两位数增长。(完)【编辑:张子怡 ...
2025年能源重点项目投资额首超3.5万亿元
Xin Hua Wang· 2026-01-30 08:20
Core Insights - The National Energy Administration (NEA) projects that by 2025, national energy investment will maintain rapid growth, with annual key project investments exceeding 3.5 trillion yuan, marking a nearly 11% year-on-year increase [1] - Investments in new energy sectors, particularly in green transformation, are expected to accelerate, with significant contributions from private enterprises [1] - A series of policy documents since 2025 have been implemented to promote green energy development and investment [1] Investment Growth - By 2025, investments in onshore wind power projects are expected to increase by nearly 50% year-on-year [1] - Investments in new energy storage and hydrogen industries are projected to double compared to the previous year [1] - Private enterprise investments in key projects are anticipated to grow by 12.9%, surpassing the national average growth rate of energy project investments by approximately 2 percentage points [1] Policy Support - The NEA emphasizes the importance of developing new energy technologies and scenarios to create new growth points [2] - Initiatives such as the "three-year doubling" action for electric vehicle charging facilities are expected to drive over 200 billion yuan in investments [2] - The NEA plans to enhance policy support in 2026 to stimulate market vitality and optimize the development environment, ensuring smoother project implementation [2]
2025年我国能源年度重点项目完成投资额首超3.5万亿元
Xin Hua Cai Jing· 2026-01-30 08:11
Core Insights - The National Energy Administration forecasts that by 2025, national energy investment will maintain rapid growth, with annual key project investment exceeding 3.5 trillion yuan, a year-on-year increase of nearly 11% [1] Group 1: Characteristics of Energy Investment in 2025 - The investment in new energy green transition sectors is accelerating, with new installed capacity of wind and solar power exceeding 430 million kilowatts and cumulative installed capacity surpassing 1.8 billion kilowatts. Investment in onshore wind power projects has seen a year-on-year increase of nearly 50%, while investment in key projects in new energy storage and hydrogen industries has doubled compared to the previous year [1] - Effective investment in key areas for energy security is expanding, with good growth in coal power and conventional hydropower investments. New and ongoing hydropower projects in major southwestern river basins are progressing steadily, and investment in the power grid is maintaining stable growth, with accelerated construction of cross-provincial and cross-regional transmission channels [1] - Investment from private enterprises in the energy sector is growing rapidly, with key project investment increasing by 12.9% year-on-year, surpassing the national average growth rate of energy key project investments by about 2 percentage points. Private enterprises are focusing their investments on solar power, wind power, and coal mining, with double-digit growth in onshore wind and distributed solar power sectors [1]
国家能源局:“十五五”期间将加大氢能政策支持力度
Xin Hua Cai Jing· 2026-01-30 08:10
Core Viewpoint - The National Energy Administration emphasizes the importance of hydrogen energy as a key component of the future energy system, aiming to enhance policy support and technological advancements in the hydrogen industry [1] Group 1: Policy and Strategic Initiatives - The National Energy Administration will collaborate with the National Development and Reform Commission to strengthen hydrogen industry planning and support [1] - The 20th National Congress has identified hydrogen energy as a significant direction for future industries, contributing to the development of new energy systems and achieving carbon neutrality goals [1] Group 2: Industry Development and Projections - By the end of 2025, China's renewable energy hydrogen production capacity is expected to exceed 250,000 tons per year, marking a doubling from the previous year [1] - Key projects in Xinjiang, Ningxia, Inner Mongolia, Jilin, and Songyuan have been completed, facilitating the integration of hydrogen production, storage, transportation, and application [1] - Significant breakthroughs in major technological equipment have laid a solid foundation for the development of the hydrogen industry [1]
应对绿电波动与频繁启停:碱性电解槽电极的耐久性挑战与材料答案
势银能链· 2026-01-30 08:10
Core Viewpoint - The article emphasizes the importance of electrode materials in alkaline water electrolysis for hydrogen production, highlighting the need for high performance, durability, and cost-effectiveness to achieve large-scale commercialization [2][10]. Group 1: Electrode Material Challenges - Alkaline electrolyzers have significant cost advantages in hydrogen production, but their electrode materials face inherent engineering challenges when dealing with fluctuating green electricity inputs [4]. - High-performance catalytic coatings often conflict with mechanical strength and long-term stability, leading to performance degradation due to factors like polarization current shocks and impurity adsorption [4][5]. Group 2: Development and Innovation - The development of electrodes requires balancing multiple dimensions such as activity, stability, durability, and resistance to operational fluctuations [5]. - The company has invested over 20 million yuan in a specialized R&D team of about 20 people, establishing a complete laboratory and pilot testing base to innovate electrode materials [5][6]. - Innovative coating catalyst designs and precise preparation processes are employed to decouple electrode performance from harsh green electricity operating conditions [5][6]. Group 3: Performance Enhancements - The company has significantly increased the specific surface area of catalytic layers by tens to hundreds of times, enhancing reaction activity while ensuring structural integrity under high current densities [5][6]. - The coatings exhibit excellent performance with a current decay rate of less than 2μV/h and maintain stability in high-temperature, high-pressure alkaline environments for up to four months [5][6]. Group 4: Addressing Operational Issues - The electrode materials are designed to withstand up to 4500 start-stop cycles and over 200 large current reverse shocks with minimal degradation, addressing the challenges of polarization current corrosion [6][7]. - New electrode designs show significantly lower impurity adsorption compared to traditional nickel electrodes, preventing performance degradation due to impurity accumulation [6][7]. Group 5: Production and Product Matrix - The company has established a diversified mass production process platform, including plasma thermal spraying and vacuum plasma spraying, ensuring high repeatability in product performance [6][7]. - A product matrix has been developed to meet various application scenarios, including the BSL-5.0 nickel electrode for mainstream large-scale green hydrogen projects, which has achieved over 1GW in shipments [7][9]. Group 6: System Integration and Innovation - Innovations extend to system integration, with the development of elastic integrated electrode structures and modular components that enhance assembly efficiency and reduce installation costs [9][10]. - The modular approach addresses long-standing engineering challenges, ensuring the reliable operation of electrolyzers by preventing membrane displacement and wear [9][10]. Group 7: Industry Recognition - The company received the "2025 TrendBank Future Award" for its systematic innovations in alkaline electrolyzer electrode materials and its high-performance product matrix, demonstrating over 1GW of market validation [12].
港股异动 部分氢能概念股活跃 亿华通(02402)涨超4% 国富氢能(02582)涨超3%
Jin Rong Jie· 2026-01-30 07:14
Core Viewpoint - Hydrogen-related stocks are experiencing significant activity, with notable price increases observed in companies such as Yihuatong, Guofu Hydrogen Energy, and Jingcheng Electromechanical [1] Industry Summary - The National Energy Administration announced that by the end of 2025, China's renewable energy hydrogen production capacity is expected to exceed 250,000 tons per year, representing a doubling compared to the previous year [1] - During the 14th Five-Year Plan period, the National Energy Administration will collaborate with relevant departments to enhance industrial planning, increase policy support, strengthen core technology research, promote hydrogen energy pilots, establish standard certification systems, deepen international cooperation, and cultivate the future hydrogen energy industry [1] Company Summary - Companies such as Yihuatong (02402) saw a price increase of 4.11%, reaching HKD 24.8, while Guofu Hydrogen Energy (02582) rose by 3.41% to HKD 32.1, and Jingcheng Electromechanical (00187) increased by 2.46% to HKD 4.16 [1] - According to a previous report by CITIC Securities, hydrogen energy is expected to gradually enter the industrialization phase during the 14th Five-Year Plan period, driven by policy support [1]