Group 1 - The National Development and Reform Commission and the National Energy Administration have issued a notice regarding the renewable energy power consumption responsibility weight for 2025 and 2026, setting specific requirements for green electricity consumption in key energy-intensive industries [1][3] - The policy aims to enhance the mandatory green electricity consumption ratio in industries such as steel, cement, polysilicon, and data centers, with a maximum requirement of 80%, and varying provincial weights, such as 70% in Yunnan and Qinghai, creating a precise pressure transmission mechanism [3] - Companies in high-energy-consuming industries that proactively engage in green electricity procurement and possess energy management technology advantages, such as low-carbon steel and green cement, will benefit from cost and policy compliance barriers, while those lagging in transformation face elimination risks [3] Group 2 - Data from Wind indicates that the proportion of coal consumption in China has decreased from 56.8% in 2020 to 53.2% in 2024, while the share of non-fossil energy consumption has increased from 15.9% to 19.8% [3] - China has the largest installed capacity of renewable energy generation globally, with the fastest development speed, maintaining a dominant position in new installations, reaching 2.159 billion kilowatts by the end of June this year, accounting for approximately 59.2% of the total installed capacity [3]

具体而言，新《办法》要求节能报告必须包含碳排放总量、结构、单位产品碳排放等核心指标，并与国 家、行业标准及国际先进水平进行全面比较。对于由国家发改委审查的项目，必须同步开展碳排放评 价；地方则需对可能影响区域碳达峰进程的项目实施评价。这种分级分类的管理思路，既确保了重点项 目的严格管控，又赋予地方针对性的执行空间。 值得注意的是，新《办法》特别强化了对煤炭消费的控制，将年煤炭消费量1000吨以上的项目全部纳入 审查范围，这较之前仅考虑能源消费量的标准更为严格。 管理升级：权限上收与动态调整机制筑牢制度防线 高耗能项目审批红线收紧，从"单一节能审查"升级为"节能审查+碳排放评价"。 7月25日，国家发展和改革委员会发布《固定资产投资项目节能审查和碳排放评价办法》（以下简称"新 《办法》"），标志着我国节能降碳源头管控体系迎来重大升级。 这一将于9月1日正式施行的新规是我国实现"能耗双控"向"碳排放双控"转型的关键制度设计。新《办 法》首次将碳排放评价与节能审查深度融合，构建起覆盖项目全生命周期的能碳一体化管控机制， 为"十四五"收官和"十五五"规划提供了强有力的政策工具。 制度创新：从"能耗双控"到"碳排放双控 ...