央视网消息：国务院新闻办公室于8月26日举行"高质量完成'十四五'规划"系列主题新闻发布会，介 绍"十四五"时期能源高质量发展成就。 终端用能结构优化。国家能源局深入推动工业、建筑、交通这些重点领域用能的清洁化、低碳化，持续 提升终端电气化水平。目前我国终端用能中，电能比重已经达到30%左右，明显高于世界平均水平。现 在购绿色电力、开新能源车、用清洁取暖已经成为大家的共识，人民群众绿色清洁低碳的用能方式日益 普及。"十四五"以来，我国新能源汽车快速发展、渗透率不断提升，也加速推动了成品油消费量达峰。 传统能源转型升级。"十四五"国家能源局持续推进煤炭清洁高效利用，加快煤电超低排放改造，目前已 经有95%的煤电机组实现了超低排放。加快推进煤矿智能化，截至今年上半年，全国已建成智能化产能 占比超过55%。积极推广煤炭绿色开采，2024年煤矸石综合利用率比2020年提高3.1个百分点。同时， 积极推动油气勘探开发与新能源深度融合，积极推进二氧化碳驱油等低碳技术发展，2024年实现了二氧 化碳注入量300万吨，这有效促进了碳捕集利用与封存技术的落地。 王宏志表示，下一步，国家能源局将锚定碳达峰碳中和的目标，加快建设新 ...

马来西亚正筹划2026年发布《可再生氢能路线图》，探索在柔佛—新加坡快速交通沿线建设首个跨境绿 氢走廊，并计划在沙捞越州设立"绿色电价走廊"，以更具竞争力的电价服务于加里曼丹工业区逐步打造 区域绿色能源枢纽。马来西亚能源及水务转型部副部长阿克玛表示，"附加费豁免只是开端"，政府将携 手业界、金融机构与社区，将马来西亚打造为东盟绿色能源投资首选之地。 （本报吉隆坡电） （文章来源：人民日报） 近年来，马来西亚积极探索推动全国范围内的绿色电力发展。自今年8月1日起，马来西亚任何企业通过 3种方案购买绿色电力，将不再需要缴纳1.6%的可再生能源基金。这3种方案包括通过"绿色电费"机制买 电、通过"隔墙售电"（用户不经电网公司而通过签订合同直接从发电方购电）项目与太阳能开发商签订 长期协议、通过社区合作社团购买绿色电力。马来西亚副总理兼能源及水务转型部部长法迪拉表示，通 过上述3种方案购电，无需再缴纳可再生能源基金这笔附加费后，绿色电力的采购成本将降低5%至 10%。 据相关测算，在"绿色电费"机制下，工业用户每千瓦时电可节省约0.085林吉特（目前马来西亚工业电 价每千瓦时在0.4—0.45林吉特之间）；通过"隔墙 ...

在广州从化莲麻村的山香酒坊里，电能替代的"绿色效益"清晰可见。"柴火灶换成智能电锅炉，不仅每 月产能从3000斤跃升至3万斤，酒质更纯，电费还省了近一半，院里再也没了黑烟味。"酒坊负责人白先 生的账本上，生态账与经济账同样亮眼。 如今，广州乡镇已建成349个充电站点、2244支充电桩，形成"镇镇全覆盖、村村相连通"的新能源汽车 充电网格。"新能源车游客直接开到果园门口充电，采摘、住宿生意比以前火了40%。"花都区赤坭镇徐 大哥的农庄里，光伏板在屋顶发电，充电桩在院外迎客，绿水青山间，"生态颜值"正实实在在转化 为"经济价值"。 中新网广州8月15日电(王华龚甸)广州供电局15日消息，2025年1至7月，广州完成电能替代电量39.4亿千 瓦时，以清洁电力倒逼生产方式转型，让乡村在守护生态中收获发展红利。 绿色电力的应用场景也在不断拓展，8月起，广州供电局建设运营的710座充电站、7280支充电桩全部接 入100%绿电，服务"十五运"绿色出行，预计年底前推动绿电消费近4500万度。 今年是"绿水青山就是金山银山"理念提出20周年。乡村是"两山"理念落地的关键场域，电力则是激活乡 村生态价值的"金钥匙"。据了解，广 ...

Core Concept - The article emphasizes the importance of the concept "Lucid waters and lush mountains are invaluable assets," advocating for ecological priority and green development as a path for sustainable growth in China [1][2][5]. Group 1: Ecological Development - The concept was first introduced by Xi Jinping in 2005 during a visit to Yucun, Zhejiang, highlighting the relationship between economic development and ecological protection [2]. - Since the 18th National Congress of the Communist Party, this concept has been reiterated by Xi Jinping, evolving into a significant part of Xi Jinping's ecological civilization thought [2][3]. - The Yangtze River's ecological protection has seen improvements, with the river's water quality maintaining a stable Class II level for five consecutive years [3]. Group 2: Economic Transformation - The article notes that green development has led to economic benefits, with over 300 ecological tourism routes generating more than 1 trillion yuan in market vitality [4]. - The establishment of the largest clean power generation system globally, with one-third of electricity being green, reflects the shift towards cleaner energy consumption [3][4]. Group 3: Community Engagement - Initiatives like carbon credit platforms in cities encourage residents to adopt greener lifestyles, demonstrating the integration of low-carbon concepts into daily life [4][5]. - The article highlights that the "Lucid waters and lush mountains" concept has become a consensus among the public and is actively shaping community actions towards ecological preservation [5].

Core Viewpoint - The implementation of "green electricity direct connection" is a significant measure to meet the green and low-carbon energy demands of enterprises and accelerate the energy transition in China, as outlined in the "Document No. 650" issued by the National Development and Reform Commission and the National Energy Administration [1][2]. Group 1: Green Electricity Direct Connection - Green electricity direct connection allows renewable energy generation equipment to connect directly with high-energy-consuming users, reducing intermediary steps in the power grid [1]. - The "Document No. 650" specifies the implementation requirements for green electricity direct connection, including applicable scope, planning management, and market pricing mechanisms [1][2]. - This approach aims to meet the urgent demand for green electricity from high-energy-consuming and export-oriented enterprises, exploring diversified paths for renewable energy consumption beyond the large power grid [2]. Group 2: Implementation Challenges - There are significant differences in the composition of renewable energy and energy-consuming enterprises across various provinces in China, leading to challenges in the implementation of green electricity direct connection [3]. - The document requires local authorities to develop specific implementation details based on the principles outlined, indicating that current regulations primarily apply to single energy-consuming enterprises [3][4]. - The document does not specify the distance for local consumption of projects, leaving it to provincial energy authorities to determine based on local power supply and demand conditions [4]. Group 3: Economic Considerations - The total investment for green electricity direct connection projects includes investments in renewable energy stations, supporting energy storage systems, direct connection line engineering, and load-side distribution facilities [5]. - Companies must carefully evaluate their need for direct connection based on export carbon reduction pressures and consider the full lifecycle costs of projects, including construction, operation, and potential default risks [4][5]. - The economic feasibility of projects relies on matching supply and demand, necessitating a rational choice between green electricity direct connection and public grid access [5]. Group 4: Policy and Coordination - The implementation of green electricity direct connection is currently in a phase where many details are yet to be clarified, emphasizing the need for orderly progress [6]. - Local governments should prioritize resource-rich areas for expanding direct connection ranges while considering the structural integrity and stability of the power grid [6][7]. - Engaging with local renewable energy enterprises, energy-consuming companies, and grid enterprises is crucial for developing suitable policies and implementation details for green electricity direct connection [7].

Core Viewpoint - China's energy transition is marked by significant achievements, including the establishment of the world's largest clean power system and the largest power infrastructure system, with renewable energy sources contributing increasingly to the energy mix [4][11]. Group 1: Energy Transition Achievements - For every 3 kilowatt-hours of electricity consumed in China, 1 kilowatt-hour comes from renewable sources such as solar and wind energy [3][7]. - China's installed power generation capacity accounts for one-third of the global total, highlighting its leading position in energy production [3][8]. - The share of clean energy in China's energy mix is continuously increasing, with non-fossil energy generation capacity surpassing 60% for the first time [7][11]. Group 2: Technological Advancements - China has developed advanced technologies in high-voltage transmission, including the world's first ultra-high voltage AC and DC grids, enabling efficient long-distance transmission of renewable energy [9][11]. - The country has successfully implemented a high-proportion renewable energy control system, supporting the rapid economic dispatch of over 300 million kilowatts of renewable energy output daily [9][12]. - Innovations in offshore wind power technology have led to the production of the world's largest offshore wind turbines, showcasing China's capabilities in renewable energy equipment manufacturing [12]. Group 3: Policy and Market Mechanisms - The energy transition is supported by clear national policies, technological innovation, and effective market mechanisms, transitioning from policy-driven to market-driven development [11][13]. - The establishment of a unified national electricity market has facilitated the trading of green electricity, with significant growth in market transactions [13]. - The promotion of renewable energy projects, such as "solar + agriculture" models, has made clean energy resources more accessible to rural communities [16]. Group 4: Global Impact - China's investment in clean energy accounts for one-third of the global total, with projected investments reaching $625 billion in 2024, nearly doubling over the past decade [17]. - The country is positioned as a leader in global energy transition, providing replicable solutions and encouraging international cooperation in clean energy development [17].

Core Viewpoint - The core argument emphasizes that listed companies are not solely the assets of major shareholders but are jointly owned by diverse investors, necessitating the transformation of differing expectations into collaborative development to enhance comprehensive value management [1][2]. Group 1: Importance of Diverse Investor Participation - The trend of socialized equity structure in China's A-share market shows a decline in the proportion of institutional holdings from 50.7% in 2018 to 42.0% in 2024, indicating an increase in the influence of individual and institutional investors [3]. - Attracting diverse social capital is crucial for the development of listed companies, especially in sectors like biotechnology and information technology, where early-stage investments are vital for overcoming innovation challenges [4]. Group 2: Comprehensive Value Management - Comprehensive value management aims to align the interests of various investors, addressing the financial stability needs of financial investors, the innovation expectations of industrial investors, and the social responsibility demands of societal investors [8]. - Companies should elevate comprehensive value management to a strategic level, integrating financial, industrial, and social value dimensions into their evaluation systems [8]. Group 3: Addressing Investor Discrepancies - Discrepancies between major shareholders and minority investors pose challenges in decision-making regarding profit distribution, mergers, and R&D investments, necessitating a balanced approach to governance [10][11]. - Companies should optimize shareholder checks and balances to foster collaboration between major and minor shareholders, ensuring that both long-term growth and short-term returns are addressed [12]. Group 4: Innovation and Technology Development - Disparities in understanding technology innovation between industrial investors and company management can hinder progress, necessitating a collaborative approach to decision-making in technology paths and innovation outcomes [14][16]. - Companies should establish processes that involve both management and industrial investors in technology decisions to align their interests and enhance innovation [16]. Group 5: Risk Sharing Mechanisms - Financial and industrial investors often have differing risk preferences, complicating the establishment of effective risk-sharing mechanisms in innovation [19][21]. - Companies should adopt diversified financing strategies to distribute risks among various investor groups, enhancing stability and flexibility in funding [21]. Group 6: Balancing Economic and Social Value - Social investors prioritize long-term societal impacts over short-term economic benefits, creating potential conflicts in corporate decision-making [24]. - Companies must recognize the influence of social perceptions on their investment value and strive to balance economic performance with social responsibility [25][26].

Core Viewpoint - Jilin Electric Power Co., Ltd. (吉电股份) has signed strategic cooperation agreements with EDF (China) and China National Petroleum International Company to enhance collaboration in the green hydrogen energy sector, aiming to leverage each other's strengths for mutual benefits in technology and market expansion [1][2]. Group 1: Cooperation with EDF (China) - Jilin Electric Power Co. is positioned as a key player in China's green hydrogen energy development, responsible for the entire industry chain including R&D, investment, and marketing [1]. - The partnership with EDF (China) is expected to deepen collaboration in technology and global market synergy, establishing a solid foundation for future cooperation [1]. Group 2: Cooperation with China National Petroleum International Company - The company aims to implement a balanced growth strategy in collaboration with China National Petroleum International, focusing on green hydrogen products, carbon reduction, and international market expansion [2]. - The partnership will leverage China National Petroleum's global marketing network to promote green ammonia, green methanol, and green aviation fuel, accelerating the global application of green hydrogen products [2]. - Both companies will integrate their production, sales, and logistics resources to enhance cooperation in green electricity trading and carbon business projects [2].

Core Viewpoint - The establishment of a nationwide unified electricity market system is a crucial task for deepening electricity system reform and building a unified national market, with the recent implementation of a normalized electricity trading mechanism across grid operation areas accelerating this process [1][2]. Group 1: Market Structure and Development - The electricity industry in China has transitioned from a planned electricity system to a market-oriented one, with market transactions expected to exceed 6 trillion kilowatt-hours in 2024, accounting for 63% of total electricity transactions [1]. - The separation of the State Grid and Southern Grid since the 2002 reform has led to a lack of interconnection and a normalized trading mechanism, hindering the optimal allocation of electricity resources nationwide [1][2]. Group 2: Cross-Grid Trading Mechanism - The newly established cross-grid trading mechanism allows for a unified online electricity marketplace, enabling electricity resources to flow freely across the country based on a standardized set of rules [2][3]. - The mechanism facilitates the collection of cross-grid trading demands and ensures precise matching of supply and demand through information exchange between trading centers in Beijing and Guangzhou [3]. Group 3: Green Energy Consumption - The new trading mechanism enhances the convenience of green energy consumption, allowing renewable energy projects to participate as basic trading units, thus promoting the free flow of green electricity between regions [3][4]. - The first cross-regional green electricity transaction was successfully completed in March, demonstrating the practical application of the new trading mechanism [3]. Group 4: Supply and Demand Management - The cross-grid trading mechanism has already shown initial effectiveness, with significant volumes of green electricity traded between regions, particularly during peak demand periods [6]. - The mechanism is expected to improve the utilization of transmission channels and enhance the capacity for renewable energy consumption, thereby providing more flexible supply guarantees [6]. Group 5: Future Development Directions - In 2023, the country plans to implement normalized trading across various timeframes, supporting electricity supply during peak demand periods and exploring long-term green electricity trading agreements [7]. - The ongoing physical interconnection between the State Grid and Southern Grid will further enhance resource optimization capabilities, leading to more frequent and shorter trading cycles [7].

Core Viewpoint - The establishment of a normalized cross-grid electricity trading mechanism aims to enhance electricity supply security during peak summer periods and facilitate long-term green electricity trading agreements across different grid operating areas [1][2][3]. Group 1: Reasons for Establishment - The current separation between the State Grid and Southern Grid has become a critical bottleneck in building a unified national electricity market [3]. - The lack of a normalized trading mechanism between the two grids has limited the efficiency of inter-grid electricity exchanges, which primarily rely on government agreements and emergency dispatch [3][4]. - The increasing integration of renewable energy sources necessitates a more flexible and efficient electricity trading system to ensure stable supply and consumption across regions [3][5]. Group 2: Mechanism Details - The approved plan includes detailed processes for various trading types, ensuring safety checks, execution, settlement, and information disclosure for cross-grid transactions [4]. - A dual verification system is established for all cross-grid transactions to ensure the safety and reliability of the electricity grid [4][7]. - The plan promotes real-time sharing of transaction data, enhancing the convenience for market participants and reducing transaction costs [4][6]. Group 3: Innovations and Market Impact - The plan introduces a direct trading model between resource providers and consumers, allowing renewable energy projects to participate in cross-grid trading [6]. - It aims to expand the market for green electricity, facilitating the transfer of clean energy from resource-rich areas to consumption centers [6][5]. - The establishment of a collaborative mechanism between the two grids is essential for the smooth operation of the trading system, ensuring unified processes and safety standards [7][8].