1 全球气候治理进入深度践行阶段,碳达峰、碳中和已成为各国推动可持续 发展的共同共识,更是我国实现高质量发展的必由之路。产业园区作为经 济发展的核心载体、能源消耗与碳排放的主要集中区域,其零碳转型是破 解资源环境约束、重构产业竞争力的关键抓手,更是落实国家"双碳"战 略的重要落脚点。 德州天衢新区作为省委、省政府擘画的四大省级新区之一,肩负着"对接 京津冀协同发展先行区、鲁北智慧活力新城区、新能源新材料产业示范基 地"的重要使命,凭借得天独厚的区位优势、丰富的清洁能源禀赋与坚实 的产业基础,成功入选全国首批、全省唯一碳达峰试点园区,获批国家级 绿色工业园区，成为引领区域绿色低碳转型的"先行者"。 自零碳园区建设启动以来,天衢新区始终坚持"绿水青山就是金山银山" 的发展理念,锚定"降碳、减污、扩绿、增长"协同推进目标,以能源绿 色化转型为核心，以产业低碳化升级为路径，以资源循环化利用为支撑， 构建起"风、光、氢、储、地热"多能互补的新型能源体系，培育壮大电 子信息、新能源新材料等绿色产业集群,推动传统产业绿色技改与新兴产 业增量崛起，走出了一条具有天衢特色的零碳发展之路。 本白皮书系统梳理了天衢新区零碳园区的建 ...

能源隐忧初现，产业打击隐伏 俄乌冲突刚爆发那会儿，欧洲那边就乱套了。天然气管道供应中断，价格一下子上蹿下跳，荷兰期货市 场在2022年8月最高冲到每兆瓦时339欧元，比之前贵了好几倍。德国工厂用电贵得离谱，每千瓦时0.5 欧元，差不多是我们这边的七到八倍。 钢铁、铝和化肥这些行业成本直线上升，德国钢铁每吨比我们高出188美元，电解铝多出5110美元，合 成氨也贵了3280美元。不少企业扛不住了，关门的关门，搬走的搬走，几千家工厂转移到能源便宜的地 方去，美国和中国成了热门选择。 欧洲工业大国像德国、法国、意大利，损失惨重，直接经济损失超1500亿欧元，间接的得有万亿级别。 港口外头，集装箱堆得老高，设备拉走运往海外。郊区车间里头，机器停摆，灰尘到处飞。 美国加入"午夜锤击"，炸福尔多地下，地面震动。冲突12天，伊朗导弹落卡塔尔美军基地，尘埃中士兵 撤。停火后红海不稳，船长扫描海面，警惕无人机。 油价波动，升级时近91美元。要全面爆发，伊朗出口减200万桶/日，价飙108美元。我们从中东进口石 油八成，红海主道。 油轮队海军护航，雷达锁定目标，直升机监视。一旦封锁，供应断，炼油厂原料缺，管道空转，工人等 补给。 ...

（来源：中工网） 2026年是"十五五"开局之年。农历马年春节之际，巴西瓦加斯基金会法学院教授埃万德罗·卡瓦略（高 文勇）在接受总台环球资讯《全球洞察》栏目记者专访时表示，"十五五"期间，中国继续强化科技创新 对经济增长的驱动作用，推动实现经济高质量发展，将有力支持世界多极化发展，为全球发展中国家提 供合作机遇。 巴西瓦加斯基金会法学院教授高文勇： "中国经济转向创新驱动，是本世纪最重要的经济结构性转型代表之一。中国早期的发展模式侧重制造 业出口、推动基础设施建设等。新的发展阶段则优先考虑实现技术自主，发展先进制造业、数字经济以 及高附加值产业。 这种转变在多方面影响世界经济。首先，中国的技术发展鼓励竞争，加速全球创新周期。同时，这种新 阶段为发展中国家提供了合作机遇。例如，中国通过技术分享，助力全球南方国家更快实现现代化。 随着中国科技成熟度的提高，各国将重新调整自身在全球产业链中的定位，这为拉美国家发挥更大作用 提供了空间。由科技引领的世界将更加多极化，合作而非对抗将具有关键意义。" 2025年12月，中国发表第三份《中国对拉美和加勒比政策文件》。文件指出，中国愿同拉美国家一道， 推进团结、发展、文明、和 ...

2026年是"十五五"开局之年。农历马年春节之际，巴西瓦加斯基金会法学院教授埃万德罗·卡瓦略（高 文勇）在接受总台环球资讯《全球洞察》栏目记者专访时表示，"十五五"期间，中国继续强化科技创新 对经济增长的驱动作用，推动实现经济高质量发展，将有力支持世界多极化发展，为全球发展中国家提 供合作机遇。 巴西瓦加斯基金会法学院教授高文勇： "中国经济转向创新驱动，是本世纪最重要的经济结构性转型代表之一。中国早期的发展模式侧重制造 业出口、推动基础设施建设等。新的发展阶段则优先考虑实现技术自主，发展先进制造业、数字经济以 及高附加值产业。 这种转变在多方面影响世界经济。首先，中国的技术发展鼓励竞争，加速全球创新周期。同时，这种新 阶段为发展中国家提供了合作机遇。例如，中国通过技术分享，助力全球南方国家更快实现现代化。 随着中国科技成熟度的提高，各国将重新调整自身在全球产业链中的定位，这为拉美国家发挥更大作用 提供了空间。由科技引领的世界将更加多极化，合作而非对抗将具有关键意义。" 2025年12月，中国发表第三份《中国对拉美和加勒比政策文件》。文件指出，中国愿同拉美国家一道， 推进团结、发展、文明、和平、互联互通"五大 ...

太阳能，将全面主导未来电力体系。 说这话的人，不是别人，正是 埃隆·马斯克。 而且他不是随口喊口号，是已经开始逆周期扩产、亲自下场造光伏。 但真正值得我们警惕、也值得我们清醒认识的是： 如果你最近留意能源新闻，会发现一个很有意思的变化。 全世界最"信科技、信未来"的那个人，开始反复强调一句话： 当马斯克开始All in太阳能的时候，这个赛道的胜负，其实已经写完了大半。 一、马斯克为什么突然"押注太阳能"？ 很多人以为，这是环保情怀。 不对。 这是被现实逼出来的选择。 马斯克最近反复提到一个词—— 电力瓶颈。 不是算力不够，不是芯片不行，而是： 没有电，AI就是一堆废铁。 无论是特斯拉、xAI，还是 SpaceX， 它们的共同痛点只有一个： 电不够、电太贵、电网来得太慢。 美国的电网老化、审批冗长、输电效率低，这些都不是新问题。 问题在于——AI的用电需求，是指数级的。 于是，马斯克得出了一个极其现实的结论： 与其等美国电网升级，不如自己发电。 二、为什么偏偏是太阳能，而不是核电、火电？ 很多人会问： 既然缺电，为什么不大搞核电？ 核电：周期太长，审批太慢 火电：政治不正确，成本不可控 水电：资源受限 1. 部 ...

For the first time ever, China now has more operating power capacity from clean energy sources than capacity running on fossil fuels, thanks to a decade of booming solar and wind installations. China, the undisputed global leader in clean energy investment, has 52% of operating power capacity coming from non-fossil fuel sources as of February 2026, while 48% of installed capacity is fossil fuel-based, according to data tracked by Global Energy Monitor. For years, China, the world’s biggest greenhouse g ...

Core Insights - The National Energy Administration projects that by 2025, the national wind and solar power generation will increase by 25% year-on-year, accounting for 22% of total power generation, significantly boosting the share of renewable energy to nearly 40% [1] - New installed capacity for renewable energy in China is expected to reach 452 million kilowatts by 2025, representing a year-on-year growth of 21% [1] Group 1: Wind and Solar Power Growth - By 2025, new installed capacity for wind power and solar energy is forecasted to be 119.33 GW and 315.07 GW respectively, with year-on-year growth rates of 50.4% and 13.7% [1] - The disparity in growth rates between wind and solar installations is attributed to the pressure on electricity prices and demand caused by the full market entry of new energy sources, with wind power being less affected due to its dispersed output [1] Group 2: Investment and Infrastructure - During the 14th Five-Year Plan period, the State Grid's fixed asset investment is expected to reach 4 trillion yuan, a 40% increase compared to the previous period, focusing on green transformation [1] - The State Grid aims to support an annual increase of approximately 20 million kilowatts in wind and solar energy installations, targeting a non-fossil energy consumption share of 25% and an electricity share in terminal energy consumption of 35% [1] Group 3: Market Mechanisms and Development - The National Development and Reform Commission and the National Energy Administration have introduced a new pricing mechanism for power generation, which includes independent new-type energy storage in the compensation framework [2] - East Wu Securities notes that the three main constraints on the full market entry of new energy—consumption, pricing, and subsidies—are gradually easing, paving the way for high-quality development of renewable energy [2]

Core Insights - The article emphasizes the alignment of provincial "14th Five-Year" plans with national carbon neutrality goals, highlighting the importance of achieving carbon peak and dual control of carbon emissions as key objectives for local governments [1][2][7] Group 1: Carbon Peak and Dual Control - The "14th Five-Year" period is identified as a critical phase for China to achieve its carbon peak, with 28 provinces mentioning "carbon peak" in their plans [2] - The national strategy includes a shift from energy consumption dual control to carbon emissions dual control, with all 30 provinces committing to implement this system [2] Group 2: Non-CO2 Greenhouse Gas Emissions - There is an increased focus on controlling non-CO2 greenhouse gas emissions, with local plans reflecting a commitment to reduce these emissions in line with national targets for 2035 [3] Group 3: New Energy System Development - The establishment of a new energy system is highlighted as a priority, with all provinces outlining plans to enhance clean and low-carbon energy sources [4] - The national plan advocates for a diversified energy supply, emphasizing the development of solar and wind energy, with 28 provinces mentioning solar energy and 26 focusing on wind energy [4] Group 4: Clean and Efficient Use of Fossil Fuels - The clean and efficient use of fossil fuels is crucial for optimizing energy structure, with various provinces outlining measures to upgrade coal power and reduce coal consumption [5][9] - Specific initiatives include promoting carbon capture technologies and transitioning coal power from a primary energy source to a supportive role [5][9] Group 5: Green and Low-Carbon Energy Consumption - Enhancing electrification across sectors is a key strategy for promoting green energy consumption, with 18 provinces advocating for increased electrification levels [6][11] - Local plans include commitments to improve energy consumption efficiency and promote renewable energy usage in high-energy-consuming industries [6][11]

证券日报网讯2月13日，三峡能源（600905）在互动平台回答投资者提问时表示，公司的主营业务为风 能、太阳能的开发、投资和运营，暂无钠离子电池生产业务。 ...

Core Insights - A significant transformation in the global energy landscape is underway, with renewable energy now meeting one-third of global electricity demand, marking a crucial milestone in energy transition [2][4] - Renewable energy encompasses various forms, including solar, wind, hydro, biomass, and geothermal energy, characterized by their cleanliness and sustainability compared to fossil fuels [2][3] Renewable Energy Growth - Solar and wind energy are the leading contributors to this growth, driven by technological advancements and cost reductions, with solar power now cheaper than coal in many regions [3] - Wind energy is also expanding rapidly, with wind turbines being installed in diverse locations, providing a complementary energy source to solar [3] Role of Other Renewable Sources - Hydropower remains a stable contributor to global electricity supply, providing additional benefits such as flood control and irrigation [3] - Biomass energy utilizes organic waste for power generation, while geothermal energy offers heating solutions in colder regions, showcasing the diversity of renewable energy sources [3] Future Outlook - The increase in renewable energy's share of global electricity indicates a shift from resource-dependent to technology-driven energy structures, demonstrating the capability to meet growing energy demands sustainably [4] - Future advancements in energy storage, smart grids, and energy internet will address the intermittency and volatility of renewable energy, paving the way for it to become the dominant force in the global energy system [4]