□ 本报记者 李嘉豪 2月3日，江苏省十四届人大五次会议在南京开幕。开幕会前，9位省人大代表走上"代表通道"接受记者 采访，分享各自履职路上的实干故事，娓娓道来江苏各行各业乘风破浪的奋进历程。相较去年首次开展 的采访活动，今年亮相代表人数更多，关注话题与履职实践覆盖科技自立自强、民营经济高质量发展、 构建良好教育生态、创新优化文化产品供给、激发共建共治共享活力、全面推进乡村振兴等重点领域。 一个个乘风破浪的故事，勾勒出高质量发展的生动图景和铿锵印迹。 省人大代表、南京南瑞继保电气有限公司总经理李九虎作为首位接受采访代表，分享了电力核心技术攻 关的筚路蓝缕。"电力行业有两项牵一发而动全身的关键技术，一个是继电保护，产品曾高度依赖进 口，另一个是特高压输电，是持续攻关的难题。"他介绍，如今我国新建工程继电保护国产化率已达 100%，国际公认最好的继电保护在中国。特高压技术创造12项世界第一，支撑"西电东送"工程满足中 东部地区1/5的用电。"人工智能时代，能源是底层基石，我们将鼓足干劲，为建设能源强省、能源强国 作出更大贡献！" 针对"送文化下乡"节目"不合群众胃口"的问题，省人大代表、沛县文化馆馆长王宝红走访全 ...

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 core focus of energy state-owned enterprises for 2026 includes expanding effective investment, planning major projects, ensuring reliable energy supply, and accelerating digital transformation and technological innovation [1][2][3] - The investment plan for the "14th Five-Year Plan" includes a record 4 trillion yuan from the State Grid and 180 billion yuan from the Southern Grid, targeting ultra-high voltage transmission, distribution network upgrades, and digital transformation [1] - The nuclear power sector is highlighted with the launch of the Jiangsu Xuwei nuclear heating power plant, which will supply 32.5 million tons of industrial steam annually and reduce carbon emissions by 19.6 million tons [2] Group 2 - The demand for energy transition and security is increasing, with a projected 3.5% growth in total energy consumption by 2025, and electricity consumption reaching 10.4 trillion kilowatt-hours, more than double that of the US [3] - Energy state-owned enterprises are prioritizing technological innovation and digital transformation as key drivers for high-quality development in 2026, with significant investments planned in these areas [3][4] - Policies from the National Development and Reform Commission and the National Energy Administration aim to integrate artificial intelligence with the energy sector, targeting the establishment of an innovation system by 2027 [4]

Core Viewpoint - The announcement of significant investments by State Grid and Southern Power Grid marks a new phase in China's electricity grid construction, with a total investment nearing 5 trillion yuan over the next five years, supporting the transition to a new energy system [2][3]. Investment Scale - State Grid plans to invest 4 trillion yuan during the 14th Five-Year Plan period (2026-2030), a 40% increase compared to the previous plan, averaging 800 billion yuan annually [2]. - Southern Power Grid's investment for 2026 is projected at 180 billion yuan, with total investments expected to reach around 1 trillion yuan during the same period [2]. New Energy System Development - The investments are aligned with the National Development and Reform Commission and the Energy Administration's guidelines, aiming for a new grid platform by 2030 that supports renewable energy generation accounting for approximately 30% of total energy [3]. - The new grid will enhance distributed energy capacity to 900 million kilowatts and support over 40 million charging facilities [3]. Focus Areas of Investment - The two major grids will focus on three key areas: ultra-high voltage transmission, distribution network upgrades, and digital transformation [3]. - Ultra-high voltage transmission will enhance cross-regional transmission capacity by over 30% compared to the end of the previous five-year plan [3]. Economic Impact - The nearly 1 trillion yuan annual investment is expected to inject significant momentum into China's economic development, with State Grid emphasizing its role in driving domestic demand and stabilizing growth [4]. - Southern Power Grid aims to leverage its large investment scale and extensive industry chain to better serve high-quality economic development [4]. Infrastructure and Technology Upgrades - Both companies will prioritize infrastructure updates and digital transformation, with a planned investment of no less than 50.6 billion yuan in large-scale equipment updates this year [5]. - The investments are anticipated to create a full industry chain effect, benefiting sectors such as ultra-high voltage, main network equipment, and distribution network upgrades [5].

Core Viewpoint - The investment in China's power grid construction is entering a new phase with an annual investment nearing 1 trillion yuan, marking a significant shift from planning to implementation in the construction of a new power system [2][3]. Investment Scale - The State Grid announced a total fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan period (2026-2030), a 40% increase compared to the previous plan, with an average annual investment of 800 billion yuan [2]. - The Southern Power Grid disclosed an investment scale of 180 billion yuan for 2026, with expectations that total investment during the 14th Five-Year Plan will reach around 1 trillion yuan, bringing the total investment from both grids to nearly 5 trillion yuan over five years [2][3]. New Power System Construction - The new power system construction is guided by the National Development and Reform Commission and the Energy Administration, aiming for a new grid platform to be established by 2030, supporting renewable energy generation to account for about 30% and distributed energy capacity to reach 900 million kilowatts [3]. - Key initiatives include enhancing the security of the main grid, improving the supply capacity of distribution networks, and increasing the reliability of power supply in remote areas through smart microgrids [3]. Economic Impact - The nearly 1 trillion yuan annual investment is expected to inject strong momentum into China's economic development, with the State Grid emphasizing its role in supporting domestic demand and stabilizing growth [4]. - The Southern Power Grid plans to leverage its large investment scale and extensive industry chain to better serve high-quality economic development, focusing on major projects that stimulate effective investment [5]. Beneficiaries of Investment - Analysis indicates that the nearly 5 trillion yuan investment will create a full industry chain driving effect, with five major sectors, including ultra-high voltage, main network equipment, and distribution network upgrades, expected to benefit directly [6].

Core Viewpoint - The investment in China's power grid construction is set to reach nearly 5 trillion yuan during the 14th Five-Year Plan period, marking a significant increase and supporting the transition to a new energy system [1][2][3] Investment Scale - The State Grid announced a total fixed asset investment of 4 trillion yuan for the 14th Five-Year Plan period (2026-2030), a 40% increase compared to the previous plan, averaging 800 billion yuan annually [1] - The Southern Power Grid disclosed an investment scale of 180 billion yuan for 2026, with expectations of a total investment of around 1 trillion yuan during the 14th Five-Year Plan period [1] - Combined, the total investment from both grids is projected to approach 5 trillion yuan, significantly exceeding the 2.64 trillion yuan and 2.85 trillion yuan investments during the 13th and 14th Five-Year Plans, respectively [1] Focus Areas - The investments will primarily target three areas: ultra-high voltage transmission, distribution network upgrades, and digital transformation [2] - Ultra-high voltage transmission is identified as a core component for cross-regional power transmission, expected to enhance transmission capacity by over 30% compared to the end of the 14th Five-Year Plan [2] Economic Impact - The annual investment of nearly 1 trillion yuan is anticipated to inject substantial momentum into China's economic development [3] - The State Grid aims to leverage its foundational support and investment-driving role to bolster domestic demand and stabilize growth, aligning closely with national strategic initiatives [3] - The Southern Power Grid plans to expand fixed asset investments over five years, focusing on energy infrastructure to better serve high-quality economic development [3] Industry Benefits - The nearly 5 trillion yuan investment is expected to create a full industry chain driving effect, benefiting sectors such as ultra-high voltage, main network equipment, and distribution network upgrades [3]

Core Viewpoint - The State Grid Corporation of China plans to invest 4 trillion yuan during the 14th Five-Year Plan period, representing a 40% increase compared to the previous plan, aimed at driving high-quality development in the new power system supply chain [1][2] Investment Scale - The projected investment of 4 trillion yuan translates to an average annual investment of 800 billion yuan during the 14th Five-Year Plan [2] - The national grid investment during the 13th Five-Year Plan was approximately 2.64 trillion yuan, which increased to 2.85 trillion yuan during the 14th Five-Year Plan, indicating a significant scale-up in investment [2] Strategic Importance - The chairman of the State Grid Corporation emphasized the need to leverage the grid's foundational support and investment-driving role to boost domestic demand and stabilize growth [2] - The future energy system will primarily rely on renewable sources like wind and solar, making the grid's role crucial in connecting consumers and suppliers [2] Future Demand and Construction - Factors such as artificial intelligence, electric vehicles, and energy substitution are expected to sustain electricity demand growth, necessitating a significant increase in grid investment to keep pace with demand [2] - The State Grid aims to add an average of 20 million kilowatts of wind and solar capacity annually during the 14th Five-Year Plan, with a target for non-fossil energy consumption to reach 25% [3] High Voltage Investment Focus - Investment in ultra-high voltage (UHV) projects will remain a priority, with the "West-to-East Power Transmission" project expected to exceed 420 million kilowatts by 2030 [5] - The State Grid plans to enhance UHV transmission capabilities by over 30% compared to the end of the 14th Five-Year Plan [5] Technological Advancements - The grid's evolution will include the integration of flexible direct current and low-frequency transmission technologies, with a focus on digital transformation and AI applications [7] - Companies like XJ Electric are increasing R&D investments to enhance their technological capabilities and develop core products that are internationally competitive and self-controlled [7]

Group 1 - The European Union (EU) has lost its influence in global negotiations, as highlighted by the exclusion from peace talks regarding Ukraine, despite significant financial support to Ukraine [1][9][14] - The closure of Volkswagen's Dresden factory signifies the increasing competitiveness of Chinese automotive products and the high energy costs in Europe, leading to a shift of production lines to China and the US [3][5] - The EU's industrial electricity prices are significantly higher than those in China and the US, creating a challenging economic environment for European industries [3][11] Group 2 - The EU's response to the challenges includes imposing anti-subsidy taxes on Chinese electric vehicles, but this may backfire on European manufacturers [5][12] - China's trade surplus exceeded $1 trillion in 2024, driven by exports of automobiles, machinery, and high-end electronics, indicating a shift in global trade dynamics [5][12] - The EU's internal divisions and the rise of far-right parties complicate the implementation of a unified strategic response to external pressures [12][14] Group 3 - The energy crisis in Europe, exacerbated by Russia halting gas supplies, has revealed vulnerabilities in the European energy infrastructure [11][16] - China is positioning itself as a key player in global resource supply chains, contrasting with Europe's struggles to maintain energy security [11][16] - The EU's ambition for strategic autonomy is undermined by its reliance on NATO and the US for security, while China is actively shaping new global standards and rules [16][18]

Industry Updates - Domestic refined oil prices remain unchanged as the adjustment amount is less than 50 yuan per ton compared to the previous period [2] - A new round of mineral exploration will be launched in China in 2026, with significant discoveries during the 14th Five-Year Plan period, including 10 large oil fields and 19 large gas fields [2] Energy Sector Developments - The annual electricity transmission volume of the UHV project in Zhejiang exceeded 160 billion kilowatt-hours, accounting for 22.3% of the province's total electricity consumption [3] - A breakthrough in hydrogen sulfide treatment technology has been achieved, with a conversion rate nearing 100%, producing high-quality sulfur and pure hydrogen [3] - A new technology for natural gas compressors allows for continuous operation during power outages, enhancing supply security [3] Policy and Regulatory Changes - Shanxi Province has issued an implementation opinion to accelerate energy technology innovation, aiming for over 100 landmark technological achievements by 2030 [4] - The Sichuan electricity market settlement rules have been updated, introducing a profit-sharing mechanism for retail electricity sales [4] Automotive Industry Insights - Chinese electric vehicles are gaining popularity in Uruguay, with a reported 8% increase in total vehicle sales in 2025, driven by the growth of Chinese brands [5] Global Market Dynamics - European market institutions have raised concerns about uncertainties in the oil market due to geopolitical tensions involving Venezuela [6] - Japan's Chubu Electric Power Company has admitted to manipulating data to facilitate the restart of nuclear reactors, raising regulatory scrutiny [6] Company Performance Highlights - China National Petroleum Corporation reported a record natural gas production of 6.1 billion cubic meters from Daqing Oilfield in 2025, marking 15 consecutive years of growth [7] - The total installed capacity of renewable energy in Gansu Province has surpassed 8 million kilowatts, representing over 64% of the province's total power generation capacity [7]

Core Viewpoint - The article emphasizes the importance of building an energy powerhouse as a foundation for a modern socialist country, highlighting energy security and its role in economic development and people's livelihoods [2][3]. Group 1: Understanding Energy Powerhouse - An energy powerhouse is essential for a modern socialist country, with energy security being a critical aspect that affects all sectors from industrial production to daily life [3]. - The core concept of an energy powerhouse is to achieve "strong energy" which in turn contributes to a "strong China," ensuring energy meets economic and societal needs while enhancing global competitiveness [3][4]. Group 2: Advantages and Challenges in Building an Energy Powerhouse - China's economic foundation is strong, with advantages such as a unified leadership system that ensures effective policy implementation and a large market that supports industrial upgrades and innovation [5][6]. - The complete industrial system in China, particularly in renewable energy, serves as a core driving force for building an energy powerhouse [6]. - Challenges include high dependence on foreign oil and gas, the need for energy structure optimization, and the transformation of energy consumption methods [6]. Group 3: Strategies for Building an Energy Powerhouse - A resilient energy supply system is necessary to enhance national security, focusing on increasing domestic oil and gas production and diversifying imports [7]. - Promoting green transformation through a mix of energy sources and improving energy consumption structures is essential for ecological sustainability [8]. - Strengthening energy technology innovation and governance capabilities will support the establishment of a modern energy governance system [8][9]. - Enhancing energy services to meet high-quality economic development needs and increasing international influence in energy matters are also critical [9].