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“十五五”能源规划有望上半年出台|碳中和周报(219期)
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-02 08:09
Carbon Neutrality Policy - The National Energy Administration announced that the "14th Five-Year" energy plan is expected to be released in the first half of this year, aiming for a non-fossil energy consumption ratio of 25% and a new energy power generation capacity exceeding 50% by 2030 [3][4] - The "14th Five-Year" energy plan will focus on four key measures: supply diversification, industrial integration, expanding non-electric consumption, and collaborative consumption [3] - By 2025, China's wind and solar power installations are projected to exceed 430 million kilowatts, with a cumulative installed capacity surpassing 1.8 billion kilowatts [4] Green Certificate Trading - By 2025, the cumulative trading volume of green certificates in China is expected to reach 930 million, a year-on-year increase of 120%, with over 111,000 participants in the trading market [5] - The average trading price of green certificates is projected to rise to approximately 4.14 yuan per certificate in the second half of 2025, reflecting a 90% increase from the first half [5][6] - The demand for green certificates is shifting from policy requirements to strong market demand, with high-energy-consuming and export-oriented enterprises becoming the main consumers [6] Ecological Industrial Park Management - The Ministry of Ecology and Environment has revised the management measures for ecological industrial parks, emphasizing pollution reduction and carbon reduction [7][8] - The new management measures include a performance evaluation system and withdrawal mechanisms for parks that do not meet standards, along with incentives for green transformation [8] - The Ministry plans to launch a new batch of ecological industrial parks this year, promoting high-quality development through financial and technological support [8] Beautiful China Initiative - The framework for building a Beautiful China has been established, with 184 exemplary cases published, including 141 beautiful rivers and 43 beautiful bays [9][10] - The initiative aims to improve ecological environment quality and implement pollution prevention strategies, with a focus on solid waste management and new pollutant governance [10] Local Dynamics - Beijing aims to achieve a green electricity import scale of 65 billion kilowatt-hours by 2030, highlighting the need for regional collaboration in energy transition [11][12] - The city plans to enhance its energy structure and implement dual control of carbon emissions, aiming for international advanced levels in energy efficiency and carbon efficiency [11] Corporate Practices - The 21st Century Economic Report has been recognized for its environmental news reporting, reflecting the integration of carbon neutrality into mainstream economic narratives [13][15] - The report highlights the importance of environmental reporting in monitoring policy implementation and providing market references [15] - Envision Group's approach to building zero-carbon parks emphasizes collaboration among park management, enterprises, and service providers, focusing on new energy systems and digital management [16][17]