能耗双控向碳双控转变对绿电和清洁能源应用有何影响？ 碳专家交流 20260128 摘要 中国能耗双控转向碳双控，碳排放强度将成为约束性指标，总量为推荐 性指标，利好绿电和清洁能源应用，企业可通过购买绿证或参与绿电交 易实现绿电使用。 地方政府实施碳考核的主要手段包括鼓励/强制企业购买可再生能源、制 定地方降碳政策、碳预算分解、要求存量项目降碳、设定行业碳排放标 准等。 全国碳市场目前以电力行业为主，未来将逐步纳入非电行业。电力行业 碳强度下降率将提高，免费配额将逐步转变为有偿分配，预计 2027 年 部分行业实行总量控制。 2025、2026 年新纳入的非电力行业配额整体不缺，盈缺控制在 3%以 内，对碳市场价格影响较小。结转限制政策影响碳价，若无新结转要求， 2026、2027 年碳价预计相对稳定。 造纸和平板玻璃可能在下一阶段纳入碳市场，随后是基础化工、煤化工、 炼油及铜冶炼等。电力行业碳配额持续收紧，非电力行业从 2027 年开 始也将面临整体收紧和总量控制。 Q&A 十四五期间单位 GDP 能耗考核的压力是否较大？十五五期间会设定怎样的目 标？ 由于疫情影响，十四五期间的能耗双控和碳排放考核实际上有所 ...

（来源：湖南省可再生能源学会） 1月19日，工业和信息化部、国家发展改革委、生态环境部、国务院国资委、国家能源局公布《关于开展零碳工厂建设工作的指导意见》。 根据文件，零碳工厂建设是指通过技术创新、结构调整和管理优化等减排措施，实现厂区内二氧化碳排放的持续降低、逐步趋向于近零的过程。 文件指出，实施分阶段梯度培育，优先选择脱碳需求迫切、能源消费以电力为主、脱碳难度相对较小的行业先行探索，逐步完善相关规划设计、能源供 应、工艺技术、管理运营和商业模式，待条件成熟后再向碳排放量强度高、脱碳难度大的行业逐步推进。 2026年起，遴选一批零碳工厂，做好标杆引领。 到2027年，在汽车、锂电池、光伏、电子电器、轻工、机械、算力设施等行业领域，培育建设一批零碳工厂，初步构建涵盖能源供应、技术研发、标准制 定、金融支持等的零碳工厂建设产业生态，有效适应国际贸易规则，增强产业低碳竞争优势。 到2030年，将零碳工厂建设逐步拓展至钢铁、有色金属、石化化工、建材、纺织等行业领域，探索传统高载能产业脱碳新路径，推广零碳工厂设计、融 资、改造、管理等综合服务模式和系统解决方案，大幅提升产品全生命周期和全产业链管理能力，实现工厂碳排放 ...

制造业绿色转型持续深化，零碳工厂建设迎来顶层设计。 1月19日，工业和信息化部、国家发展改革委、生态环境部、国务院国资委、国家能源局联合印发《关 于开展零碳工厂建设工作的指导意见》（"《指导意见》"），提出到2027年，在汽车、锂电池、光伏、 电子电器、轻工、机械、算力设施等行业领域，培育建设一批零碳工厂；到2030年，将零碳工厂建设逐 步拓展至钢铁、有色金属、石化化工、建材、纺织等行业领域。 从节能降耗到绿色工厂，再到零碳工厂，制造业绿色化转型在中国呈现出循序推进、不断升级的演进路 径。 绿色工厂通过全过程节能减排夯实低碳制造基础，零碳工厂则在此基础上进一步实现碳排放的核算、削 减与抵消，体现更高标准的低碳发展要求。2025年"十五五"规划建议首次写入"建设零碳工厂和园区"， 标志着零碳工厂从政策愿景进入官方顶层规划体系。 不过作为一个新生事物，各方面对于零碳工厂的认识还有较大差异。建设零碳工厂是一项综合性、系统 性工程，涉及能源结构、工艺技术、资金投入、管理服务等多个方面，不同地区、不同行业的具体路 径、工作进展和实施难度差别较大。在零碳工厂建设过程中，还面临着评价要求不统一、关键技术有待 验证、碳排放统 ...

Core Viewpoint - The hydrogen energy industry in China is experiencing significant growth during the "14th Five-Year Plan" period, with expectations for a transition to large-scale commercial development in 2026 as the "15th Five-Year Plan" begins. The China Hydrogen Energy Promotion Association has outlined ten key trends for the development of the green hydrogen and ammonia industry in 2026 [1]. Group 1: Policy and Market Dynamics - The implementation of a dual control system for carbon emissions is expected to enhance the certainty of the hydrogen industry, with 2026 anticipated to be the first year of this system focusing on intensity control [2]. - A carbon footprint accounting system for green hydrogen and ammonia is projected to be established by 2026, facilitating the integration of these products into the national carbon market and promoting the quantification of environmental and economic values [3]. - Targeted policy support is expected to drive orderly development in the hydrogen industry, focusing on key areas such as direct hydrogen production from renewable energy and the construction of hydrogen transport networks [4]. Group 2: Industry Structure and Collaboration - The industry is expected to break down spatial barriers and create a unified national market, promoting regional collaboration and differentiated development based on local resource endowments [5]. - The hydrogen industry is entering a deep adjustment phase, shifting from policy-driven growth to market-driven development, with a focus on value creation and rational investment [6]. Group 3: Capacity and Infrastructure Development - By 2026, the cumulative production capacity of green hydrogen and ammonia projects in China is expected to exceed 500,000 tons per year, supported by the completion of multiple large-scale demonstration projects [7]. - The construction of hydrogen storage and transportation systems is anticipated to accelerate, with significant advancements in hydrogen transport technologies and potential reforms in land use for hydrogen stations [8]. Group 4: Sector-Specific Trends - The transportation sector is poised for significant advancements, with expectations for the number of hydrogen fuel cell vehicles to reach 50,000 by the end of 2026, particularly in economically robust regions [9]. - The focus in the hydrogen equipment sector is shifting from scale expansion to quality, with an emphasis on performance and reliability improvements in core technologies [10]. Group 5: Global Engagement - China's hydrogen industry is expected to enhance its global presence, transitioning from equipment export to comprehensive solutions including engineering contracts and joint ventures, while actively participating in international standard-setting [10].

Group 1 - The core viewpoint emphasizes the importance of the 20th Central Committee's fourth plenary session, highlighting it as a significant meeting during a critical period for achieving socialist modernization [1] - The meeting underscores the major achievements during the 14th Five-Year Plan and outlines the six major principles for economic and social development in the 15th Five-Year Plan [1] - There is a strong focus on implementing the energy power strategy, enhancing energy supply capabilities, and accelerating the construction of the Shage Desert large energy base [1] Group 2 - The development of new energy scenarios such as green electricity direct connection, green hydrogen and ammonia, zero-carbon parks, and green computing power is emphasized [1] - The initiative aims to promote a green and low-carbon transition through renewable energy, contributing to the high-quality construction of a national important energy and strategic resource base [1]

Core Insights - The "Qing Hydrogen No. 1" project, the world's largest integrated green hydrogen and ammonia project, has officially commenced production, marking a significant step in China's energy transition and decarbonization efforts [1] - China Energy Engineering Group (China Energy) is focusing on deepening reforms and enhancing productivity through innovation and optimization of business layouts, aiming to become a leader in energy revolution and water resource security [1][2] - The company has achieved substantial revenue growth in its core energy and water sectors, with a year-on-year increase of 16.76% in revenue and 18.42% in total profit for the first three quarters of 2025 [3] Group 1 - The "Qing Hydrogen No. 1" project is transforming abundant wind and solar resources into green hydrogen energy, contributing to global energy transition [1] - China Energy's strategic focus includes integrating energy with transportation, construction, and digital industries to foster high-quality development [2] - The company has established a comprehensive industrial layout, optimizing resource allocation across its core responsibilities in energy and water [2] Group 2 - China Energy's investment in traditional industries is driving intelligent, green, and integrated transformation, exemplified by major projects like the Longdong carbon capture demonstration and the Dashi Gorge water conservancy project [3] - The company prioritizes technological innovation, with significant investments in R&D, aiming for a budget of 14.6 billion yuan in 2024, nearly double that of 2020 [4] - China Energy is recognized as a key player in national strategic technology, with multiple projects and enterprises selected for government innovation and demonstration programs [5]

Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology (金风科技), with its stock price increasing by over 4% and reaching HKD 14.36, with a trading volume of HKD 106 million [1] - The global largest integrated green hydrogen and ammonia project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, officially commenced production on December 16, which is expected to enhance the investment value of the green hydrogen and ammonia industry chain [1] - Longjiang Securities notes the broad application potential of green hydrogen and ammonia in sectors such as chemicals, transportation, and metallurgy, indicating a favorable outlook for investments in this area [1] Group 2 - Dongxing Securities reports that the bidding prices for wind turbine main engines have stabilized and begun to rise since April this year, with the average bidding price for wind turbine units in September 2025 being RMB 1,610 per kW, showing a significant recovery from previous lows [1] - Factors contributing to the expected continued slight increase in wind turbine prices include enhanced reliability and full-cycle service requirements from owners, a slowdown in the trend of larger turbine units, and policies promoting "anti-involution" [1]

Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology (02208), with its stock price increasing by over 4% and reaching HKD 14.36, with a trading volume of HKD 106 million [1] - The world's largest integrated green hydrogen and ammonia project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, officially commenced production on December 16, indicating significant advancements in the green hydrogen sector [1] - Longjiang Securities emphasizes the broad application potential of green hydrogen and ammonia in industries such as chemicals, transportation, and metallurgy, suggesting a strong investment value in the green hydrogen and ammonia industry chain [1] Group 2 - Dongxing Securities reports that the bidding prices for wind turbine main units have stabilized and begun to rise since April this year, with the average bidding price for wind turbine units in September 2025 being RMB 1,610 per kW, showing a significant recovery from previous lows [1] - Factors contributing to the expected continued slight increase in wind turbine prices include enhanced reliability and full-cycle service requirements from owners, a slowdown in the trend of larger turbine units, and policies promoting "anti-involution" [1]

Core Viewpoint - China Energy Construction (601868) has officially launched the first phase of the world's largest integrated green hydrogen and ammonia project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, on December 16 this year [1] Group 1 - The project is recognized as the largest scale of its kind globally [1] - The launch of the project marks a significant milestone in the company's investment in green energy [1]

Core Viewpoint - The company has successfully launched the first phase of the world's largest integrated green hydrogen and ammonia project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, on December 16 [1] Group 1 - The project is recognized as the largest scale of its kind globally [1] - The first phase of the project has officially commenced operations [1] - The company expressed gratitude for investor interest in the project [1]