零碳园区是指通过规划、设计、技术、管理等方式，使园区内生产生活活动产生的二氧化碳排放降至"近零"水平，并具备进一步达到"净零"条件的园区。 目前，全国共有国家级、省级园区超3000个，各类园区集聚了80%以上的工业企业，消耗了全国约60%的能源，产生的直接碳排放占全国的30%以上。建 设一批国家级零碳园区可以重点发挥示范引领作用，"以点带面"推进各类园区低碳化、零碳化改造建设。 据CESA储能应用分会数据库不完全统计，2025年以来，江苏、湖南、四川等10个省份24个零碳园区项目并网，容量规模近1.4GWh。 | | | | 2025年并网零碳园区典型项目清单 | | | --- | --- | --- | --- | --- | | 홍릉 | 并网时间 | 建设地点 | 项目名称 | 储能规模 | | 1 | 2025年1月7日 | 山东 | 永泰数能山东潍坊港口光储充项目 | 5MWh | | 2 | 2025年3月14日 | 江苏 | 中车威墅堰所25.06MWh微电网项目 | 12.5MW/25.06MWh | | 3 | 2025年4月25日 | 江苏 | 盐芯微2.75MWh工商业储能项目 | 2 ...

本报12月26日讯 （记者 帅政）12月25日，自治区党委常委、自治区人民政府常务副主席黄志强到自治 区能源局宣讲党的二十届四中全会精神。 （来源：内蒙古日报） 转自：内蒙古日报 黄志强说，党的二十届四中全会是在基本实现社会主义现代化夯实基础、全面发力的关键时期，召开的 一次十分重要的会议。要深刻认识"十四五"时期我国发展取得的重大成就，深刻领会"十五五"时期经济 社会发展"六个坚持"重大原则，深刻把握"十二个方面"重大任务。要深入落实能源强国战略部署，切实 提升能源保障供应能力，加快建设沙戈荒大基地，着力构建新型能源体系。要大力发展绿电直连、绿色 氢氨醇、零碳园区、绿色算力等新场景，以新能源促进绿色低碳转型，高质量建设国家重要能源和战略 资源基地。 ...

Core Viewpoint - The National Development and Reform Commission emphasizes the integration and optimization of infrastructure to enhance efficiency and promote digital transformation and intelligent upgrades in various sectors, particularly in transportation and energy [1] Transportation Sector - The initiative aims to promote the integration of various transportation modes, accelerating the development of hub networks and enhancing the connection between trunk and urban transport systems [1] - Development of comprehensive passenger transport hubs and improvement of the collection and distribution system for hub ports and stations are prioritized [1] - There is a focus on utilizing transportation facility spaces for the construction of photovoltaic, energy storage, and charging facilities, as well as enhancing the flood control, water supply, and power generation functions of shipping and water conservancy hubs [1] - The digital transformation and upgrade of existing facilities are encouraged, alongside a strong push for the development of intelligent transportation systems [1] Energy Sector - Support is provided for the local development and consumption of renewable energy resources in areas rich in such resources, with an emphasis on strengthening cross-regional energy transmission and local self-balancing [1] - The initiative encourages the collaborative construction of national computing power hubs and clean energy bases [1] - There is a push for innovative development of green power parks, zero-carbon parks, and smart microgrids [1] - The advancement of renewable energy generation technologies and the application of flexible direct current transmission and intelligent scheduling are prioritized, along with increased efforts in long-duration energy storage, green hydrogen production, and nuclear fusion technology [1] - Continuous promotion of ultra-supercritical coal power and flexible transformation technologies is also highlighted [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 2月24日，南网能源发布《关于战略规划2026年度执行重点计划的公告》。公告称，在工业节能领域， 深耕高效冷热供应业务，积极开展生产过程节能，拓展多能协同、零碳园区、交能融合、智能微网、虚 拟电厂等业务，不断完善和优化响应新能源全面入市应对策略，不再新增持有光伏等智慧绿电项目，制 定资产持有策略和优化安排，推动由持有智慧绿电项目向多能协同与智慧运营转型。 公告表示，公司结合行业政策与市场形势变化，明确五大核心执行方向： （一）锚定转型升级，优化核心业务布局 结合公司前期业务布局调整及行业政策与市场形势变化等因素，继续发挥综合能源领域的专业优势、技 术优势，坚持"精益投资+高端服务"并重的转型方向，健全"投资+服务+产品"业务形式。聚焦工业节能 和建筑节能两大业务基本盘，不再新增投资综合资源利用业务。继续开展"节能倍增""服务倍增"等相关 行动，重点拓展工业节能及建筑节能领域的高端服务业务。在工业节能领域，深耕高效冷热供应业务， 积极开展生产过程节能，拓展多能协同、零碳园区、交能融合、智能微网、虚拟电厂等业务，不断完善 和优化响应新能源全面入市应对策略，不再新增 ...

Core Insights - The "Evolving Energy: Ma Yifeng Annual Speech 2026" conference held in Qingdao attracted 2,000 offline participants and over 3 million online viewers, featuring major energy companies and investment firms [1][3] - Ma Yifeng's keynote highlighted a new trend in the renewable energy and dual carbon industry, emphasizing explosive growth in industry innovation and sharing 25 successful energy project case studies [3][5] - The conference included professional training sessions focusing on key areas such as electricity trading, virtual power plants, and energy storage, providing insights into the future of the renewable energy sector [5][6] Industry Trends - The conference showcased the increasing collaboration among large energy companies, state-owned enterprises, and investment firms, indicating a strong interest in developing innovative solutions for the energy sector [1][6] - Ma Yifeng's analysis of China's renewable energy expansion into Africa highlighted successful business models that adapt to local market needs, showcasing the potential for international growth [3] - The event facilitated networking opportunities through dedicated areas for resource exchange, enhancing collaboration and partnerships within the industry [6] Training and Development - The training sessions featured eight industry experts discussing critical topics such as the electricity spot market and new opportunities arising from market developments, indicating a focus on equipping companies for future challenges [5] - Participants expressed that the in-depth discussions and cutting-edge insights provided new perspectives on navigating the impending changes in the renewable energy landscape [5] Networking and Collaboration - The conference included innovative resource exchange areas designed to foster efficient collaboration among participants, highlighting the importance of building a cooperative ecosystem in the energy sector [6] - Attendees had the opportunity to visit leading projects and technologies, enhancing their understanding of practical applications and outcomes in the renewable energy field [6]

战略部署需克服结构性挑战。 张益国 先生指出，当前新能源基地开发痛点主要集中于源 网荷储各环节在规划建设上不够匹配，以及大型基地叠加生态治理和长距离输电成本的经 济性问题。对此，他提出要推动新能源场站、调节电源和输电通道的同步规划建设，加强 新能源与有关产业集成融合发展，特别要重视提升省区间电力互济平衡能力，加强技术和 机制创新，多措并举推动新能源高质量消纳，提升发展的综合效益。 中国能源研究会常务理事李俊峰先生 指出，随着"136号文"将风光项目开发权由中央逐步 下放至地方，行业正从过去的"抢项目"转向更看重区位、消纳与经济性的"选项目"阶段。 当前装机节奏放缓属于机制切换下的正常磨合过程，短期调整趋势清晰。他判断，2025 年市场大概率呈现"前高后低、波动过渡"的波浪式走势，而随着新机制逐步消化、项目筛 选逻辑稳定，2026年有望实现较为明显的修复与反弹。 近期，彭博新能源财经BNEF上海峰会圆满闭幕。作为一年一度的能源盛会，本次BNEF上海 峰会汇聚了来自全球能源行业的顶尖嘉宾、创新先锋与行业领袖，围绕中国在"双碳"目标下 推动能源结构转型、深化电力市场改革，以及中国清洁技术企业在全球扩张中所面临的机遇 ...

Core Viewpoint - The conference on supporting the high-quality development of Hainan Free Trade Port highlighted the strategic opportunities for companies like Zhejiang Chint Electrics Co., Ltd. in the context of Hainan's unique advantages and the implementation of a new customs supervision model post-closure [1][2][3]. Group 1: Company Strategy and Initiatives - Chint Group has established a comprehensive energy service system encompassing generation, storage, transmission, transformation, distribution, sales, and consumption, focusing on green energy and smart electrical solutions [1]. - In 2023, Chint Group signed a strategic cooperation agreement with the Hainan provincial government, focusing on areas such as digital technology innovation, wind-solar-hydrogen storage, and smart cities [2]. - The company plans to increase investment in Hainan, particularly in projects related to low-carbon development, smart cities, and clean energy, leveraging the opportunities presented by the construction of a clean energy island [3]. Group 2: Market Opportunities and Regulatory Environment - The new customs supervision model in Hainan, characterized by "one line open, two lines controlled, and free movement within the island," is expected to enhance trade and investment policies, increasing the proportion of zero-tariff goods [2]. - Chint Group anticipates that the integration of artificial intelligence and computing technologies will significantly boost the demand for clean electricity, prompting further investment in research and industrial transformation in Hainan [3]. - The company aims to strengthen its overseas investment platform in Hainan, contributing to the high-quality development of international finance, trade, and logistics services [3].

Group 1: Urban Development Conference - The 9th Huaxia Urban Industry Chain Development Conference and 2025 Urban Construction High-Quality Development Forum was successfully held in Beijing, focusing on high-quality urban development, urban renewal, barrier-free construction, and elderly-friendly renovations [1] - Leaders from the Ministry of Housing and Urban-Rural Development and various city construction systems shared innovative practices and systematic solutions for barrier-free environment construction, showcasing replicable and promotable advanced cases [1] - The conference highlighted the "2025 Annual Urban Industry Chain Cases," presenting new achievements, technologies, and breakthroughs in China's urban development transformation [1] Group 2: Kinko Co., Ltd. Restructuring Case - Kinko Co., Ltd. has emerged as the first publicly listed large real estate company to achieve rebirth through judicial restructuring, providing a replicable model for resolving systemic risks in the real estate industry [2] - The company implemented an innovative restructuring plan "1+1+N," balancing creditor interests with the need for sustainable operations, and offering an "AMC-led" solution for large real estate companies [2][5] - Kinko's restructuring strategy involves a combination of quality capital, central enterprise AMC, and local state-owned enterprises, transforming individual company risks into regional resource integration and industry model innovation [2][5] Group 3: Delivery and Business Growth - Kinko Co., Ltd. prioritizes "ensuring housing delivery" as its primary operational task, achieving a cumulative delivery of approximately 314,000 units and 48.4 million square meters since the start of its housing delivery efforts in 2022, with an overall progress rate of about 98% [3][6] - The company has signed new construction contracts for 7.23 million square meters in the first nine months of 2025, marking a significant year-on-year growth of 71.3%, ranking seventh nationwide [3] Group 4: Business Structure and Future Growth - Post-restructuring, Kinko will establish four major business segments: investment management, development services, operational management, and special assets, focusing on improving business structure and operational performance [4] - The company aims to transition into a comprehensive real estate operator with a focus on efficient operations, lean management, and technological innovation, enhancing profitability, asset value, and liquidity [4][6] Group 5: Green and Low-Carbon Development Case - The Dongguan Chashan Yujingtai project emphasizes green and low-carbon practices, starting from the design phase to enhance living quality while maximizing landscape resources [6][7] - The project incorporates prefabricated construction and BIM design to ensure quality and sustainability, with community amenities including public kindergartens and schools, and a focus on accessibility for disabled individuals and the elderly [7] Group 6: Industry Trends and ESG Practices - The project exemplifies a shift from scale competition to quality competition in the real estate industry, highlighting the importance of practical, reusable solutions over mere technical showcases [8] - As financing increasingly emphasizes ESG performance, projects like this enhance product competitiveness and serve as proof of a company's sustainable development capabilities [8]

Core Insights - The establishment of the Global Green Low-Carbon Innovation Center in Wuxi aims to create an international comprehensive innovation platform focusing on renewable energy applications, technology research and development, standard certification, and digitalization of technology [1][2] - The center will leverage resources from GCL-Poly Energy Holdings Limited, which has invested in various green energy projects in Wuxi, including photovoltaic manufacturing and energy storage [1] - GCL-Poly's founder emphasized the importance of the Wuxi International Renewable Energy Exhibition (CREC) as a key platform for linking global resources and promoting international cooperation in the renewable energy sector [1] Group 1 - The Global Green Low-Carbon Innovation Center is positioned as a high-end platform for driving technological innovation in renewable energy [1] - The center will integrate multiple resources to promote the development and application of renewable energy technologies and facilitate global market expansion [1] - GCL-Poly has committed to future projects in emerging areas such as virtual power plants and zero-carbon parks, aiming to provide more innovative solutions for Wuxi [1] Group 2 - The establishment of the center is expected to enhance the global reach of Wuxi's renewable energy products and innovations [2]

Core Insights - The State Council has issued an implementation opinion to accelerate the cultivation and large-scale application of new scenarios, marking a systematic deployment for scenario cultivation and openness [1][2] Group 1: New Fields and New Tracks - The opinion focuses on creating application scenarios in emerging fields such as digital economy, artificial intelligence, all-space unmanned systems, biotechnology, clean energy, and marine development [3] - In the digital economy, support will be provided for innovations like the metaverse, virtual reality, intelligent computing power, and robotics to deepen the integration of the real economy and digital economy [3] - The artificial intelligence sector will see accelerated cultivation of high-value application scenarios to meet the development needs across various fields including technology, industry, consumption, and governance [3] Group 2: Industrial Transformation and Upgrading - The opinion emphasizes the construction of intelligent, green, and digital application scenarios in industries such as manufacturing, transportation, smart logistics, and modern agriculture [4] - Key initiatives include fostering smart factories, zero-carbon parks, and industrial big model applications, as well as developing smart traffic management and vehicle networking [4] - The construction of application scenarios in emergency management, mining safety, smart water conservancy, and construction safety is also highlighted, focusing on enhancing safety production and ecological governance capabilities through technologies like intelligent perception and digital twins [4]