以下内容转载自新华财经2025年11月20日发布的文章。 第四届上市公司可持续发展官论坛暨年度最佳奖项评选颁奖典礼于10月31日在北京举办，内蒙古清洁能 源产业协会会长张楠荣获杰出个人奖项。活动期间，张楠接受新华财经专访时，围绕清洁能源产业生态 构建、国际经验本土化实践以及中国在相关领域的技术与应用前景等话题展开深入交流。张楠表示，推 动能源转型不仅需凝聚多方共识、构建共赢机制，还应以系统思维促进国际经验与本土实际相融合，从 而走出一条具有国际竞争力的清洁能源发展路径。 翻译者的职责是将学术语言转化为产业语言，将政策语言翻译成市场语言，让各方能在同一频道上高效 沟通，真正理解彼此的价值与困境。 连接者的职责则是精准地发现各方需求的交汇点，并设计出能够实现"多赢"的协作模式。例如，将一个 前沿的实验室技术（学），通过一个明确的产业应用场景（产）和一套创新的金融方案（金）进行包 装，最终落地为符合地区能源规划（政）的示范项目。 归根结底，驱动这个庞大生态系统有效运转的，不是行政指令，而是信任和可见的共同利益。我的角色 就是通过建立起透明的沟通机制和成功的合作样板，不断巩固这份信任，让大家坚信"携手合作，能够 创造 ...

李高在致辞中指出，中国始终是全球气候治理的积极参与者和重要贡献者。中国提供的高质量、低成本 的清洁能源技术和产品显著降低了全球绿色低碳转型成本。生态环境部愿与各方务实合作，共建清洁美 丽世界，为推动构建人类命运共同体作出贡献。 COP30中国代表团团长李高、中国气候变化事务特使刘振民，国家电网公司副总经理季明彬在活动中致 辞，国际可再生能源署（IRENA）总干事卡梅拉致辞并作主旨演讲，中国工程院院士舒印彪，巴西国 家电力监管局主席桑多瓦尔·费托萨，国家电网公司一级顾问欧阳昌裕通过现场或视频方式作主旨演 讲。 刘振民在致辞中表示，中国以年均3.4%的能源消费增速，支撑了超过6%的经济增长，成为全球能耗强 度降低最快的国家之一。面向未来，中国将继续坚定不移实施积极应对气候变化国家战略，共同推动全 球能源转型和绿色发展。 卡梅拉认为，全球能源转型已从共识走向行动，中国建成全球最大的可再生能源体系，持续加大能源基 础建设投资，提升能源系统数字化、智能化水平，为全球提供了可借鉴的转型样本。 季明彬表示，国家电网公司始终以"赋能美好生活、推动能源革命"为己任，愿与各国同行携手，推动构 建清洁低碳、安全高效的能源体系，为《 ...

Core Insights - A global electricity crisis is emerging, presenting significant investment opportunities for China, particularly in the electricity industry chain exports [1] - The crisis is driven by aging power grids and increasing demand from energy-intensive industries like AI, leading to soaring electricity prices and rolling blackouts in various regions [5][4] - China's electricity structure remains robust, with record-high power generation and capacity, positioning it well to capitalize on the global demand for electricity [6][10] Group 1: Global Electricity Crisis - The electricity crisis is characterized by unprecedented power shortages in Europe, with prices exceeding 400 euros per megawatt-hour [5][4] - In the U.S., states like Texas have faced near-collapse of their power grids, leading to rolling blackouts [2] - The average outage time in European grids is projected to increase by 150% by 2025 [4] Group 2: Demand and Supply Dynamics - The demand for electricity is surging, particularly due to AI technologies, with predictions that AI data centers will increase global electricity demand by 175% by 2030 [5] - Aging infrastructure is unable to meet the rising demand, with over 70% of U.S. transformers exceeding 25 years of service [5] - China's power generation is projected to exceed 10 trillion kilowatt-hours in 2024, accounting for nearly 30% of global generation [6] Group 3: China's Competitive Advantage - China has developed advanced transmission technologies, such as ultra-high voltage transmission, enabling efficient energy transfer from renewable sources [10] - The country leads in energy storage capacity, with over 40% of global installations, enhancing its ability to manage supply and demand [10] - Major projects like the Yarlung Tsangpo River hydropower development and the artificial sun project are set to bolster China's energy infrastructure and future capabilities [13][14] Group 4: Export Opportunities - China's electricity equipment exports are on the rise, with a projected value of $29.59 billion in 2024, marking a 15.4% increase [15] - The country is also expanding its influence by constructing entire power plants and grid systems in countries like the Philippines and Brazil [16] - The global electricity crisis is seen as a profound opportunity for China to export not just equipment but comprehensive energy solutions [17]

据环球时报报道，2025年11月的国际舞台上，俄乌冲突的剧情正上演着极具讽刺的一幕。乌克兰总统泽 连斯基像热锅上的蚂蚁，一天之内密集召见美国、英国、德国等9国代表和北约官员，姿态近乎哀求， 核心诉求只有一个——过冬的能源和保命的防空系统。这个冬天对乌克兰而言不是普通的寒冬，而是关 乎国家能否存续的生死关，民众取暖需要电力，车辆运转需要汽油，国家维持需要煤炭，每一样都是绕 不开的硬刚需。 可泽连斯基盼来的不是雪中送炭，而是欧盟主席冯德莱恩社交媒体上的"口头支票"。这位欧盟最高负责 人言之凿凿承诺"紧急能源援助"和"持续财政支持"，却没说清到底给多少能源、拨多少资金，更没提怎 么突破运输瓶颈送到乌克兰。现实比言辞残酷得多，欧洲想给乌克兰输送电力，却卡在特高压输电技术 上——这项能实现远距离大规模输电的关键技术，全球只有中国掌握，欧美根本拿不出解决方案。无奈 之下只能靠移动发电机应急，欧洲从美国高价购买石油炼制燃油，冒着俄军空袭风险运输，途中损耗高 达50%-60%，说白了就是在做亏本买卖，被层层盘剥还落不到好。 编辑 更让乌克兰绝望的是周边国家的冷眼旁观。匈牙利和罗马尼亚的炼油厂刚遭袭击，西方媒体集体沉默， 这两 ...

李琼慧：党的二十届四中全会明确提出"加快建设新型能源体系，积极稳妥推进和实现碳达峰，加快形 成绿色生产生活方式。"新型能源体系的提法最早是在2022年，党的二十大报告中正式提出规划建设新 型能源体系。2023年，党中央、国务院审议通过《关于加快规划建设新型能源体系的意见》。2024年， 《中华人民共和国能源法》正式发布，为构建新型能源体系和新型电力系统建设提供了法律保障。关于 如何建设新型能源体系，2024年底召开的2025年全国能源工作会议中明确了，2025年能源工作十大重点 第一项重点工作就是"践行能源安全新战略，构建新型能源体系"，包括加快规划建设新型能源体系，坚 持以科技创新为引领、体制改革为动力、安全充裕为前提、经济可行为基础，逐步建立以非化石能源为 供应主体、化石能源为兜底保障、新型电力系统为关键支撑、绿色智慧节约为用能导向的新型能源体 系，推动贯彻落实能源安全新战略取得更大成果。 《21世纪》：如何评价过去五年来尤以新能源为代表的能源发展成就？在推动能源绿色低碳转型过程 中，有哪些代表性的科技创新？ 21世纪经济报道记者雷椰 李德尚玉 北京报道 10月28日，《中共中央关于制定国民经济和社会发展 ...

Core Viewpoint - The article emphasizes the significant advancements and future prospects of China's power grid, particularly focusing on the development of ultra-high voltage (UHV) technology and its role in supporting the country's energy transition and high-quality economic development [1][3][4]. Group 1: Achievements during the 14th Five-Year Plan - The length of UHV direct current lines increased from 28,000 kilometers to over 40,000 kilometers, while UHV alternating current lines grew from 14,000 kilometers to over 20,000 kilometers [3][5]. - The cross-regional UHV direct current channels delivered a 70% increase in clean energy transmission compared to the end of the 13th Five-Year Plan [5][6]. - The UHV projects have transformed from a "backbone network" to a "main artery," enhancing the capacity for cross-province and cross-region power transmission to 370 million kilowatts, a 30% increase from the end of the 13th Five-Year Plan [5][6]. Group 2: Role of UHV in Renewable Energy Development - UHV projects have played a crucial role in facilitating the development of renewable energy, with the first integrated wind-solar-fire storage export channel and the first new energy base export channel successfully operational [6][7]. - By 2024, the cross-regional UHV direct current transmission of clean energy is expected to reach approximately 4,200 billion kilowatt-hours, accounting for nearly 60% of total transmission [6][7]. - Significant breakthroughs in core UHV equipment have been achieved, enhancing the self-sufficiency of the entire UHV industry chain [6][7]. Group 3: Technological Innovations and Digital Transformation - The integration of advanced technologies such as artificial intelligence, big data, and digital twins is enhancing the safety and reliability of the power grid [8][15]. - The white crane pond to Jiangsu project is the first to adopt hybrid cascade transmission technology, effectively addressing safety pressures in densely connected areas [9][10]. - The upcoming projects, including the southeastern Tibet to Guangdong-Hong Kong-Macao Greater Bay Area project, will set multiple world records in terms of capacity and altitude, showcasing China's leadership in flexible direct current technology [9][10]. Group 4: Future Outlook for the 15th Five-Year Plan - The 15th Five-Year Plan is expected to accelerate UHV construction, focusing on the development of new energy bases and enhancing the management of UHV projects to ensure timely commissioning [14][15]. - The transition to a new power system dominated by renewable energy will require the power grid to adapt and innovate continuously [14][15]. - The integration of supply services will evolve, positioning power companies as "energy managers" and "green partners," providing diverse energy efficiency and carbon management services [15][16].

当我们在东部城市家中轻松打开电灯，驾驶新能源汽车穿梭在街头，或是乘坐高铁奔赴远方时。 很少有人会想到，驱动这一切的电力可能来自数千公里外西部戈壁的风能、高原的太阳能或是峡谷的水 能。 而将这些清洁能源跨越山河送到我们身边的，正是被称为"电力高铁"的特高压输电技术。 这项如今被视作中国"大国重器"的核心科技，曾让美国、日本、俄罗斯等科技强国纷纷折戟。 最终由中国攻克难关，不仅建成了全球规模最大的特高压网络，更主导制定该领域的国际标准。 那么，这项改变中国能源格局的技术，其终极意义究竟何在？ 能源困局催生的刚需 中国的能源分布一直存在着鲜明的"先天不均"。 西部和北部拥有全国80%以上的风能、90%的太阳能以及76%的煤炭。 西南地区集中了80%的水能资源，而70%以上的电力消费却集中在工业发达、人口密集的中东部地区。 这种"西多东少"的格局，长期以来都是制约经济发展的瓶颈。 在特高压技术出现之前，中国主要依靠"运煤到东部发电"的模式满足电力需求。 更给东部城市带来了严重的空气污染，当年困扰全国的雾霾问题，就与大量燃煤电厂的存在密切相关。 与此同时，随着全球"双碳"目标的推进，中国迫切需要开发西部丰富的可再生能源 ...

Core Insights - The article highlights China's advanced ultra-high voltage (UHV) transmission technology, which enables the transfer of electricity generated from renewable sources in the northwest to eastern provinces, showcasing a significant infrastructure achievement [2][3]. Group 1: UHV Transmission Technology - The UHV transmission technology is defined as alternating current at 1000 kV and direct current at ±800 kV and above, likened to an "energy highway" [3]. - China has established 42 UHV transmission lines capable of transporting electricity at voltages between 800 kV and 1100 kV, significantly surpassing the capabilities of the U.S. [8][9]. - The technology is crucial for supporting China's clean energy development and is seen as a model for other countries to follow in transitioning to green energy [3][5]. Group 2: Renewable Energy Development - Over half of the cars in China are now battery-powered, and the country has developed a high-speed rail network spanning approximately 48,200 kilometers, reflecting a massive demand for electricity [4]. - In April, wind and solar energy contributed to over 25% of China's total electricity generation, indicating rapid growth in renewable energy sources [4]. - The article emphasizes that while the U.S. struggles with lengthy approval processes for new transmission lines, China is rapidly expanding its grid infrastructure to accommodate its energy needs [8][9]. Group 3: International Comparison - The article contrasts China's achievements with the U.S., noting that the highest voltage transmission line in the U.S. operates at 765 kV and covers only 2000 miles, which is less than the length of a single Chinese UHV line [8][9]. - The U.S. media's interest in China's UHV technology reflects a desire for American policymakers to accelerate their own transition to clean energy [3][9].

Core Viewpoint - China's electrification rate is projected to exceed 28% in 2024, surpassing major developed economies in Europe and the US, with an expected rate of around 35% by 2030, which is 8 to 10 percentage points above the OECD average [1][2] Institutional Track - The institutional framework is the foundational "invisible base" for China's electrification, with a consistent energy strategy from the 12th to the 14th Five-Year Plan, integrating electrification as a key component of national modernization and aligning with carbon neutrality goals [1][2] Technological Track - Over the past three decades, China has shifted from "exchanging market for technology" to "nurturing technology through scenarios," establishing a robust industrial chain in solar, wind, and battery sectors, and achieving breakthroughs in grid technology, including unique ultra-high voltage transmission and smart grid systems [2][3] Market Track - China boasts the world's largest unified electricity market and the largest markets for new energy vehicles, solar, and wind manufacturing, leading to rapid cost reductions; by 2023, the cost of solar power generation fell below 0.3 yuan, and battery prices dropped over 70% in five years, creating a positive cycle of technology maturity, cost reduction, market expansion, and reinvestment [2][3] Global Role Transformation - The leading electrification rate indicates China's transition from energy independence to participating in global energy governance, becoming the largest producer of solar, wind, and battery technologies, and supporting energy infrastructure in developing regions, thus reshaping the value chain [3][4] Economic Globalization - China's technology-driven renewable energy development is breaking traditional oil and gas geopolitical logic, promoting inclusive economic globalization and providing new opportunities for shared development among nations [4] Challenges and Opportunities - Despite leading in electrification, challenges remain, such as enhancing grid flexibility, balancing multiple goals in electricity market reforms, and addressing supply chain risks and carbon tariff barriers; however, these challenges present opportunities for institutional innovation and modern governance in global energy [4]

Core Viewpoint - Indian private coal power producers are urging the government to relax import restrictions on Chinese coal power equipment, citing potential bankruptcy without such measures [1][3]. Group 1: Industry Challenges - The expansion plans for coal power in India face significant challenges, including domestic resource shortages and high costs, making purchasing equipment from China the "only option" [3]. - Approximately 22 GW of private coal power projects in India are stalled or unlikely to commence due to financial issues, representing 10% of the country's current coal power capacity [3]. - The Indian government is caught in an energy paradox, needing to achieve a target of 500 GW of renewable energy by 2027 while still relying on coal for 72% of its power generation [3]. Group 2: Technological Disparities - Indian power plants face significant operational challenges with domestically produced desulfurization equipment, which has a failure rate three times higher than Chinese equipment and longer maintenance cycles [3]. - China's ultra-high voltage transmission technology reduces power loss to 2%, outperforming India's average loss by 18 percentage points [3]. - The cost advantages of Chinese equipment stem from a complete industrial chain, with costs for components being 50% lower than India's fragmented procurement [3]. Group 3: International Trade and Cooperation - The imposition of a 50% tariff on Indian solar panels by the Trump administration has increased the cost of renewable energy projects in India by 20%, reinforcing the need for energy cooperation with China [4]. - China's supercritical coal power technology, with a coal consumption rate of 256 grams per kilowatt-hour, is 35% more efficient than India's existing units, highlighting the importance of Chinese technology in India's energy landscape [4]. Group 4: Strategic Responses - India may adopt a "stepwise breakthrough" strategy, initially acquiring desulfurization technology through joint ventures before gradually penetrating the renewable energy sector [5]. - The collaboration between China Power Construction and Adani Group on a solar-coal complementary project serves as a test case for this strategy [5]. - The transfer of core technology will likely come with strict conditions, similar to China's approach in Pakistan's nuclear projects, indicating a new balance of "exchanging market access for technology without relinquishing control" [5].