2026.01. 26 本文字数：1566，阅读时长大约3分钟 作者 | 第一财经 郭霁莹 近日，两大电网、五大发电集团、两大核电集团等多家能源央企密集召开年度工作会议，部署2026年重点 任务。 当前，国内能源转型与安全保障的双重需求突出。据国家统计局数据，2025年全社会能源消费总量初步统 计比上年增长3.5%。其中，全社会用电量历史性增至10.4万亿千瓦时，同比增长5%，相当于美国全年用 电量的两倍多，超过欧盟、俄罗斯、印度、日本四个经济体的年用电量总和。而且在"双碳"目标下，国内 2025年非化石能源占能源消费总量比重较上年提高约2个百分点，超过石油成为第二大能源类型，成为能源 增量主体。 第一财经记者梳理发现，挖掘潜力扩大有效投资、靠前谋划一批重大项目和标志性工程，保障能源电力安全 可靠供应，以及加快产业数智化转型、推动科技创新与产业创新深度融合，是能源央企在2026年工作规划 中谈及最多的三大任务。 扩大有效投资是上述企业"十五五"开局工作的核心抓手。电网与核电领域的标志性工程率先落地。1月中 旬，国家电网以"十五五"期间4万亿元创纪录的固定资产投资计划拉开序幕，南方电网紧随其后披露了 2026年 ...

Group 1 - The national energy supply work has entered a critical period as winter approaches, with central enterprises actively deploying responsibilities to ensure stable production and supply of traditional energy sources like coal and natural gas, as well as orderly production of renewable energy projects such as wind and solar power [1] - The State Energy Group prioritizes maintaining stable coal production, enhancing resource organization, and increasing external procurement and reserves, with a focus on meeting the requirement of "dynamic clearance of coal storage below 15 days" [1] - Huaren Power has increased its procurement of quality coal and optimized its coal procurement channels, with current coal inventory reaching 11.09 million tons, providing sufficient fuel support for power generation [1] Group 2 - The offshore wind power project in Jiangsu, with a capacity of 800 MW, has achieved full capacity grid connection, expected to meet the daily electricity needs of 1.4 million households and save approximately 860,000 tons of standard coal, reducing CO2 emissions by about 2.37 million tons [2] - The Jiangsu Suzhou 500 kV substation expansion project has successfully commenced operation, enhancing the annual power supply by 8.76 billion kWh, equivalent to the annual electricity consumption of nearly 3 million households [3] - The "Warm Nuclear No. 1" heating project in Rongcheng, implemented by the State Nuclear Power Investment Group, is expected to save 120,000 tons of standard coal annually and significantly improve the regional air quality and marine ecological environment [3] Group 3 - The National Energy Administration reports that the total investment in key energy projects is expected to reach 3.54 trillion yuan, a year-on-year increase of 11%, with strong investments in nuclear power, onshore wind power, distributed solar power, and grid infrastructure [4] - The focus on energy supply and safety production is emphasized during the critical winter period, with a call for enhanced supervision and emergency response measures to ensure the public remains warm during winter [4]

中国核建（601611）(601611.SH)发布公告，公司子公司中国核工业二四建设有限公司近期签署江苏徐 圩核能供热发电厂一期3号机组核岛及其配套BOP土建施工工程合同。 ...

Core Viewpoint - China’s nuclear power industry is committed to sustainable development and environmental protection, integrating the "Two Mountains" concept into its operations and promoting a new public communication model focused on "co-governance, co-existence, and co-prosperity" [1] Group 1: Environmental Impact and Contributions - Nuclear energy is a strategic choice for achieving carbon neutrality, with a carbon footprint of only 6.5 grams CO₂/kWh, making it the lowest among energy sources [1] - Since the 21st century, global nuclear power has avoided 30 billion tons of greenhouse gas emissions, providing a quarter of the world's clean electricity [1] - China's operational nuclear power units have contributed over 19.5 trillion kWh of clean electricity, equivalent to reducing coal consumption by approximately 590 million tons and cutting CO₂ emissions by 1.55 billion tons [1] Group 2: Innovative Applications of Nuclear Energy - China’s nuclear power is exploring "nuclear energy +" applications, integrating nuclear energy with other industries for low-carbon development [2] - The first nuclear heating project in southern China, launched in 2021, provides zero-carbon heating to 4,000 households, reducing CO₂ emissions by 24,000 tons annually [2] - The Jiangsu nuclear steam supply project will provide 4.8 million tons of industrial steam annually, reducing coal consumption by 400,000 tons and cutting CO₂ emissions by 1.07 million tons [2] Group 3: Ecological Restoration and Biodiversity - The company integrates biodiversity protection into its development strategy, conducting long-term conservation efforts for aquatic and terrestrial species [6] - A photovoltaic project in Gansu has reduced coal consumption by 47,000 tons and CO₂ emissions by over 120,000 tons annually, while also aiding ecological restoration [4] - Innovative construction methods at nuclear projects have minimized environmental impact, ensuring the protection of local ecosystems [6] Group 4: Community Development and Economic Benefits - The partnership between the Sanmen Nuclear Power Plant and Sanhe Village has led to the development of a zero-carbon economy, significantly increasing the village's collective income [8] - The village's ecological aquaculture project generates surplus electricity, providing additional income and supporting local economic growth [9] - Investments in sustainable agriculture and renewable energy have transformed the village's economy, demonstrating the synergy between environmental sustainability and economic prosperity [9]

Group 1 - The article highlights the increasing diversification and personalization of consumer demand, which is driving manufacturers and distributors to innovate in product development and services [1] - Nuclear energy is presented as a prime example of this trend, with its applications expanding beyond electricity generation to include heating, hydrogen production, and seawater desalination [1][2] - The successful implementation of the "Warm Nuclear No. 1" project in Shandong, which has achieved significant milestones in nuclear heating, demonstrates the potential for nuclear energy to meet modern energy needs [2][3] Group 2 - Policy support is crucial for the advancement of nuclear energy applications, as seen in various national plans that encourage the integration of nuclear energy in heating and industrial processes [3] - The third-generation pressurized water reactor technology is being deployed in coastal areas of China, enhancing the capabilities of nuclear power plants to provide heating and industrial steam [4] - The future of nuclear energy in China is closely tied to innovation and adaptability, with a focus on developing new technologies and integrating nuclear energy with renewable sources [5]