据阿联酋通讯社1月7日报道，世界未来能源峰会将于1月13日至15日在阿布扎比举行，重点探讨绿色氢 能。峰会将展示阿联酋在可再生能源和CCUS(碳捕捉、利用与封存)领域的经验，助力英国实现2030年 低碳氢能目标，为双方深化投资与技术合作奠定基础。 ...

今天分享的是：2060年世界和中国能源展望报告（英文版） 多情景描绘未来，协调发展是优选路径 报告共计：97页 中国能源转型路径明朗，非化石能源2060年占比将超八成 中国石化集团近期发布的《2060年世界和中国能源展望报告（2025版）》描绘了中国至本世纪中叶的能源发展蓝图。报告指出，在"双碳"目 标引领下，中国能源结构正经历深刻变革，预计非化石能源将在未来能源体系中占据绝对主导地位，能源消费总量在达到峰值后稳步下 降，绿色低碳转型路径清晰。 能源消费即将达峰，结构优化加速进行 报告数据显示，2024年中国一次能源消费总量约为59.7亿吨标准煤，非化石能源消费占比首次超越石油，达到19.7%。展望未来，能源消费 增长将逐步放缓，预计在2035年前后达到约69.4亿吨标准煤的峰值平台期。此后，消费总量将进入下降通道，到2060年回落至约59.5亿吨标 准煤。与此同时，能源结构将持续优化。煤炭消费预计在"十四五"末进入平台期，到2060年将降至5亿吨以下，在一次能源中的占比大幅萎 缩。石油消费则预计在2027年前后达峰，随后稳步下降。天然气作为重要的过渡能源，消费量将在2035-2040年间达到峰值。非化石能源 ...

Core Insights - The "Reporting China Economy 2026" event focused on the theme of "New Energy Driving Future Change," aiming to accelerate the construction of a new energy system and promote high-quality industry development under the context of "dual carbon" goals and comprehensive green transformation [1] Group 1: Key Presentations - Academician Ouyang Minggao emphasized the need for a triad energy storage system comprising battery storage, green hydrogen, and smart energy to overcome bottlenecks in green electricity consumption [2] - Zhang Lei from Horizon Robotics highlighted the synergy between AI and energy, stating that the marginal cost of AI is energy cost, and China's renewable energy technology has achieved large-scale industrialization and cost reduction [2] - Zhong Baoshan from LONGi Green Energy shared the company's commitment to building an open collaborative innovation ecosystem and promoting the "photovoltaic-storage-hydrogen" collaborative system from demonstration to large-scale promotion [3] Group 2: Industry Dialogue - The "New Energy, New Scenarios, New Opportunities" dialogue discussed how to explore international market opportunities and support the leapfrog development of China's new energy industry, in line with the "Energy Power Construction Planning Outline" proposed at the Central Economic Work Conference [3] - The "Dual Carbon Leading, Green Transformation New Ecology" dialogue focused on accelerating the construction of a new energy system, discussing energy structure, technological economic paradigms, and governance systems [3][6] Group 3: Strategic Initiatives - The "Energy China 2026 Project" was officially launched, with multiple partners completing strategic agreements, indicating a collaborative effort to advance the new energy sector [5] - Li Gao, a member of the Ministry of Ecology and Environment, noted that China's renewable energy sector has significantly reduced costs for renewable sources, particularly wind and solar, contributing to global energy transition [5]

Core Viewpoint - Vietnam has officially joined the International Renewable Energy Agency (IRENA), marking a significant step in the country's international integration in the energy sector [1] Group 1: Vietnam's Membership in IRENA - The Vietnamese Ministry of Industry and Trade's Deputy Minister Nguyen Hoang Long stated that joining IRENA is an important advancement in the international integration process of the energy sector [1] - IRENA praised Vietnam's energy policies, indicating that membership will provide opportunities for practical cooperation in policy support, project development, and funding mobilization [1] Group 2: Benefits of Joining IRENA - Through the IRENA framework, Vietnam will have better access to global trends in renewable energy development data and analysis [1] - Vietnam plans to deepen connections with international financial institutions and investors to accelerate investments in offshore wind, solar energy, green hydrogen, and energy storage [1] Group 3: About IRENA - IRENA, established in April 2011, aims to promote the widespread and sustainable use of renewable energy, with 170 countries and regions, including the European Union, as members [1] - IRENA plays a core role in supporting national policy formulation, providing technology, data, and analysis, and facilitating international cooperation and investment [1]

Group 1 - Serbia's economic cooperation with China has achieved significant milestones, with Chinese investments being crucial for Serbia's economic and social development [1] - From 2013 to 2024, Serbia's exports to China increased from $2.2 million to $1.9 billion, an approximately 85-fold growth, while Chinese direct investment in Serbia rose from €2.22 million to €1.4 billion [1] - China has become the largest source of foreign direct investment in Serbia, with investments spanning steel, infrastructure, mining, and energy sectors [1] Group 2 - The Serbian Chamber of Commerce reported that Serbia's annual export growth rate to China has consistently exceeded 50%, with the upcoming Serbia-China Free Trade Agreement opening new avenues for Serbian goods in the Chinese market [2] - Serbia aims to transform from a raw material exporter to a country with modern industry and innovation capabilities, aligning with China's evolving open policy [2] - Cooperation is expanding into higher technology and innovation sectors, with ongoing projects in renewable energy, smart industry, and electric vehicle manufacturing [2] Group 3 - Under the strategic guidance of the leaders of both countries, practical economic cooperation between Serbia and China has flourished, contributing positively to national development and benefiting both peoples [3] - The Chinese government encourages more capable Chinese enterprises to invest in Serbia, promoting high-quality collaboration under the Belt and Road Initiative [3]

Core Insights - Saudi Arabia is actively pursuing economic diversification reforms based on its "Vision 2030," with the National Development Fund (NDF) playing a crucial role in financing these initiatives [2][4] - The NDF focuses on non-oil sectors such as infrastructure, logistics, industrial and manufacturing, and is expanding its research into mining and tourism investments [2][3] Investment Focus - The NDF is investing in green energy projects, including the world's largest green hydrogen facility, and is also supporting the construction of large solar facilities to enhance solar capacity [3] - Collaboration with Chinese investors is significant, particularly in the manufacturing sector, with multiple projects underway [3][4] Strategic Partnerships - The NDF sees great potential in collaborating with Chinese financial institutions, such as the China Development Bank, to enhance investment attractiveness [4] - The NDF welcomes global investors, emphasizing the vast opportunities available in Saudi Arabia's non-oil economy, particularly for early movers [4] Long-term Vision - The NDF manages approximately $130 billion in capital but acknowledges the need for more investment to achieve sustainable economic diversification [5] - The NDF plans to issue bonds within the next 18 to 24 months to attract global capital, including from Chinese investors, as part of its long-term strategy [5] Economic Context - The current global macroeconomic environment is characterized by uncertainty, but historical patterns suggest that long-term vision and resource commitment are essential for navigating economic cycles [6] - The NDF's investment strategy will remain aligned with the "Vision 2030" diversification goals, avoiding shifts due to short-term fluctuations [6]

Core Viewpoint - The necessity of developing disruptive carbon-neutral technologies is emphasized as high-carbon industries in China, such as electricity, steel, cement, and aluminum smelting, have not yet achieved carbon neutrality through traditional methods, highlighting the need for significant investment and innovative approaches to reduce carbon emissions to near-zero levels [1][2]. Summary by Sections Disruptive Carbon Neutral Technology Investment - Approximately half of carbon-neutral technologies have not reached commercial scale, particularly in "hard tech" and "deep tech," which rely heavily on foundational scientific research [2]. - High-carbon industries face significant market investment challenges due to the high capital intensity and long investment cycles required for scaling up carbon-neutral technologies [2][3]. Public Capital to Leverage Market Capital - Public capital is essential for supporting the development of disruptive carbon-neutral technologies due to their dual positive externalities of technological spillover and carbon reduction [4]. - The key to attracting market capital lies in reducing perceived risks through public funding, which can help address both technological and market risks faced by investors [4][5]. Catalytic Mechanisms - Public capital can intervene in the early stages of technology development by providing catalytic funding to improve the risk-reward profile for investors, thus attracting more market capital [5]. - In early commercialization, public capital can enhance the investment appeal by offering guarantees and hybrid funding structures to mitigate the low returns associated with carbon-neutral technologies [5][6]. Capital Empowerment - Public capital can collaborate with market capital in the demonstration and early commercialization phases to fill funding gaps and empower the scaling of innovative technologies [6]. - Establishing venture capital funds focused on carbon-neutral technologies can signal to the market and attract additional investments [6]. Case Studies - Several international and domestic cases illustrate how public capital has successfully attracted market capital in the field of disruptive carbon-neutral technologies, with specific mechanisms and support structures detailed [7][9]. - Examples include Boston Metal and Sublime Systems, which received public grants to validate and scale their technologies, leading to successful market capital participation [10]. - Elysis and Zhongchu Guoneng are highlighted as cases where public capital effectively partnered with market capital to accelerate technology development [11]. Future Outlook - To further promote the innovation of disruptive carbon-neutral technologies, public capital should focus on incubating tech companies, establishing supportive financing policies, and exploring financing mechanisms that align with China's unique context [13][14][15].

Group 1 - The core leadership of China Energy Engineering Group has been adjusted, with Ni Zhen appointed as the Party Secretary and Chairman, while no longer serving as General Manager [2] - Ni Zhen has extensive experience in the construction industry, having held various senior positions in companies such as China Railway Construction Corporation and China Railway Real Estate Group [2] - Under Ni Zhen's leadership, China Energy Engineering Group has achieved significant international business growth, with nearly 750 billion yuan in overseas contracts signed in the past three years, including over 550 billion yuan in countries involved in the Belt and Road Initiative [2] Group 2 - China Energy Engineering Group is focusing on strategic emerging industries and future industries, aiming to tackle key technologies in areas such as new energy storage, green hydrogen, and high-altitude wind energy [3] - The company is in a critical period of implementing its "1466" strategy and accelerating its transformation towards "Four New Energy Construction" [3] - Ni Zhen is expected to continue the strategic approach seen in international business expansion, shifting from "going out" to "integrating in," thereby creating new growth drivers [3]

Core Viewpoint - The proposal from the Shanxi Provincial Committee of the Communist Party emphasizes the cultivation and expansion of emerging industries and the forward-looking layout of future industries, aiming to accelerate the large-scale development of new industries and establish new pillar industries [1] Group 1: Emerging Industries - Focus on developing new energy, new materials, high-end equipment manufacturing, electronic information, modern coal chemical industry, low-altitude economy, energy conservation and environmental protection, and modern medicine [1] - Accelerate the construction of industrial chains, including strengthening and supplementing existing chains to promote the development of strategic emerging industry clusters [1] Group 2: Advanced Manufacturing - Strengthen and expand industries such as rail transportation, intelligent coal machinery, engineering machinery, new energy heavy trucks, optoelectronic equipment, new energy equipment, power equipment, high-end casting and forging, aerospace, low-altitude equipment, and robotics [1] - Implement industrial innovation projects to advance the construction of innovation facilities, technology research and development, and product iteration upgrades [1] Group 3: Future Industries - Proactively layout future industries such as quantum technology, biological manufacturing, green hydrogen energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication [1] - Gradually establish a number of pilot zones for future industries [1] Group 4: Industrial Ecosystem and Investment - Innovate regulatory methods, develop venture capital, and establish mechanisms for growth and risk-sharing in future industry investments [1] - Strengthen the reconstruction of industrial foundations to enhance the resilience and safety level of the industrial system [1]

Group 1: New Energy Storage Capacity - The new energy storage capacity in China has exceeded 100 million kilowatts, representing a growth of over 30 times compared to the end of the 13th Five-Year Plan, and accounts for over 40% of the global total installed capacity, making China the world leader in this sector [3]. Group 2: Electric Vehicle Charging Infrastructure - As of the end of October 2025, the total number of electric vehicle charging infrastructure units in China has reached 18.645 million, showing a year-on-year growth of 54.0%. The charging service capacity is expected to double by the end of 2027 [4]. Group 3: Green Hydrogen Production - By the end of 2024, China's green hydrogen production capacity is projected to exceed 150,000 tons per year, accounting for over 50% of the global total. Additionally, 540 hydrogen refueling stations have been established, representing 40% of the global total [5]. Group 4: Renewable Energy Generation - In the first three quarters of 2025, China's renewable energy generation reached 2.89 trillion kilowatt-hours, marking a year-on-year increase of 15.5%. This amount constitutes approximately 40% of the total electricity generation and accounts for about 60% of the industrial electricity consumption during the same period [6].