积极拓展分布式新能源开发与消纳空间。 充分挖掘分布式新能源资源潜力，拓展分布式新能源 开发场景。增强分布式新能源自调节能力，提高自发自用比例。修订分布式新能源接网承载力评 估标准，释放公共电网接纳分布式新能源的可开放容量。 11月10日， 国家发展改革委、国家能源局发布关于促进新能源消纳和调控的指导意见 。 意见指出， 到2030年 ，协同高效的多层次新能源消纳调控体系基本建立，持续保障新能源顺利 接网、多元利用、高效运行，新增用电量需求主要由新增新能源发电满足。新型电力系统适配能 力显著增强，系统调节能力大幅提升，电力市场促进新能源消纳的机制更加健全，跨省跨区新能 源交易更加顺畅，满足全国每年新增2亿千瓦以上新能源合理消纳需求，助力实现碳达峰目标。 到2035年 ，适配高比例新能源的新型电力系统基本建成，新能源消纳调控体系进一步完善，全 国统一电力市场在新能源资源配置中发挥基础作用，新能源在全国范围内优化配置、高效消纳， 支撑实现国家自主贡献目标。 在 分类引导新能源开发与消纳上 ，文件指出， 统筹"沙戈荒"新能源基地外送与就地消纳。 全面落实党中央防沙治沙工作决策部署和"沙戈 荒"新能源基地开发布局规划， ...

Core Viewpoint - Shanghai Environment Group held a half-year performance briefing on September 17, 2025, to communicate with investors and address their concerns regarding the company's operational performance and future strategies [1]. Group 1: Meeting Overview - The performance briefing was conducted via video live stream and interactive online format, attended by the company's chairman, independent directors, board secretary, and financial director [1]. - The meeting aimed to maintain investor interests and comply with regulations set by the Shanghai Stock Exchange [1]. Group 2: Key Questions and Company Responses - The company reported that as of June 30, 2025, it processed 6.8572 million tons of waste and generated 2,262.561 million kWh of electricity from waste incineration [2]. - In the first half of 2025, the company focused on emerging businesses such as renewable energy and soil remediation, actively engaging in regional site investigations and environmental remediation projects [2]. - Research and development expenses for the first half of 2025 were disclosed in the company's regular reports, with a focus on solid waste resource utilization, green low-carbon technologies, and smart control technologies [3]. - The company acknowledged that its stock price is influenced by various market factors, despite good revenue and profit performance, and emphasized its commitment to enhancing core competitiveness and shareholder value [4]. - Efforts to improve quality and efficiency include deepening core business, nurturing emerging sectors, and implementing management and quality innovations to drive high-quality development [5].

Core Viewpoint - The article emphasizes the importance of energy security for China's economic and social development, highlighting the need for self-reliance in energy supply and the role of China National Petroleum Corporation (CNPC) as a key player in ensuring energy security [3][4]. Group 1: Enhancing Domestic Supply Capacity - China is the world's largest energy producer and consumer, with projected 2024 domestic crude oil production of 213 million tons and consumption of 756 million tons, alongside natural gas production of 246.4 billion cubic meters and consumption of 426.05 billion cubic meters [4]. - CNPC is committed to increasing oil and gas exploration and production, aiming for over 200 million tons of oil and gas equivalent production in 2024, contributing significantly to national output [4]. - Major breakthroughs in oil and gas exploration are expected in key regions like Ordos and Tarim, with Daqing Oilfield achieving cumulative crude oil production of over 2.5 billion tons [4]. Group 2: Innovation in Technology and Development of Unconventional Resources - CNPC is focusing on the development of unconventional oil and gas resources, enhancing geological theories and exploration technologies [5]. - The company successfully launched the world's first deep coalbed methane well in 2023, marking a significant advancement in deep coalbed gas development [5]. - In 2024, CNPC plans to increase renewable energy capacity, with new wind and solar installations expected to reach 5.04 million kilowatts, generating 4.8 billion kilowatt-hours of green electricity, a 120% increase [7]. Group 3: Strengthening International Energy Cooperation - CNPC is actively participating in global energy governance and enhancing its international operations, with oil and gas projects in over 120 countries [9]. - The company has produced over 1.45 billion tons of oil and gas equivalent overseas since 2000, with trade volumes exceeding 7.1 billion tons [9]. - CNPC aims to build a tight-knit energy cooperation community through initiatives like the Belt and Road Energy Cooperation Roundtable [10]. Group 4: Strengthening Energy Technology Innovation - The company prioritizes technological innovation as a core element for developing new productive forces, focusing on key areas such as oil and gas exploration and renewable energy [11]. - CNPC has achieved significant technological breakthroughs, including the development of a 12,000-meter automated drilling rig and advanced seismic exploration technologies [12][16]. - The company is also investing in emerging industries and future industries, including carbon capture and utilization technologies [14]. Group 5: Deepening System and Mechanism Reforms - CNPC is committed to deepening reforms to enhance its operational efficiency and governance, aiming to become a world-class energy enterprise [18]. - The company has implemented a series of reforms to optimize its organizational structure and improve operational efficiency [19]. - CNPC's strategic goals include high-quality development and compliance with legal and regulatory frameworks, ensuring sustainable growth [20].