中新社北京1月9日电今年是"十五五"开局之年，也是中国从能耗双控全面转向碳排放双控的第一年。中 国国家发展改革委能源研究所所长吕文斌近日接受中新社记者专访时指出，过去五年中国能源发展取得 一系列成就，今年全面实施碳排放双控制度体系将有利于稳定全社会绿色低碳高质量发展预期，有利于 中国产品更大范围拓展国际市场。 吕文斌指出，"十四五"时期中国能源发展取得一系列历史性成就。 吕文斌还表示，当前全球贸易规则向绿色化低碳化转型的趋势明显，中国建立健全碳排放双控制度体 系，稳步扩大制度型开放，可为更大范围拓展国际市场、更高层次参与全球价值链分工提供发展空间。 能源供给保障力与韧性双提升。中国构建起煤、油、气、核、可再生能源多元协同的供应体系，2025年 能源生产总量比10年前增长近40%、自给率稳定保持在80%以上，风电光伏新增装机超过3亿千瓦，新 型储能装机规模快速增长，牢牢端住了能源饭碗。 （文章来源：中国新闻网） 吕文斌表示，"十五五"是中国实现碳达峰目标和初步建成新型能源体系的攻坚期，也是以碳达峰碳中和 为牵引，协同推进降碳减污扩绿增长的关键时期。 他指出，全面实施碳排放双控制度体系，有利于稳定全社会绿色低碳高 ...

Core Insights - The global energy revolution is at a historic turning point, with renewable energy capacity expected to reach approximately 700 GW in 2024, marking the 22nd consecutive year of record growth [1] - Renewable energy and nuclear power will account for 80% of the new electricity generation in 2024, indicating a significant structural transformation in the global energy system [1] Group 1: Characteristics of the Energy Transition - Renewable energy costs continue to decline, with 91% of new renewable energy projects in 2024 being cheaper than the lowest-cost fossil fuel projects [1] - The acceleration of energy system intelligence is driven by AI and digital twin technologies, enhancing power generation forecasting, grid management, and energy storage [1] - A mature multi-energy complementary system is emerging, characterized by the integration of wind, solar, hydrogen, and storage [1] Group 2: China's Role in the Energy Transition - China is transitioning from a follower to a leader in the energy revolution, with its solar and wind capacity additions in the first half of 2025 surpassing the total of other regions [1][3] - By mid-2025, China's renewable energy capacity is expected to reach nearly 60%, with renewable energy generation accounting for 39.7% of the national total [3][4] - China's electrification level has reached 32%, increasing at a rate of approximately 1 percentage point per year, outpacing major economies in Europe and the U.S. [4] Group 3: Investment and Technological Advancements - Global clean energy investment is projected to exceed $2 trillion in 2024, double that of fossil fuel investments, with China contributing one-third of the total [2] - China leads in clean energy technology patents, holding over 75% of global patents in clean energy technology as of now [6] - Significant breakthroughs in various energy sectors, including nuclear, grid technology, and energy storage, have positioned China as a global benchmark [5][6] Group 4: Global Energy Cooperation and Impact - Different development models are enriching global energy transition practices, with collaborations such as China-Saudi Arabia in green hydrogen and U.S.-China in carbon capture technology [3] - China's technology exports have significantly reduced the costs of wind and solar energy globally, contributing to a reduction of approximately 810 million tons of CO2 emissions [7] - Through initiatives like the Belt and Road, China is fostering sustainable development in partner countries, enhancing their access to clean energy [7] Group 5: Future Outlook - The global renewable energy capacity is expected to increase by 4,600 GW by 2030, equivalent to the current total generation capacity of China, the EU, and Japan combined [2] - China's strategic focus on emerging industries, including hydrogen and quantum technology, is anticipated to create a trillion-dollar market in new energy [8] - The ongoing energy transformation is expected to foster a sustainable global energy governance system, with China playing a pivotal role [9]

Core Points - Xi Jinping's congratulatory letter emphasizes the positive role of China-Russia energy cooperation in promoting economic and social development, enhancing the well-being of both nations, and providing important guidance for practical cooperation between enterprises [1][2] - The letter aims to establish a new comprehensive energy cooperation framework between China and Russia, injecting more certainty into the global energy market [1][2] Group 1: Energy Cooperation - The China-Russia Energy Business Forum, initiated by the two heads of state, has received significant attention and guidance from both leaders [2] - The deepening of energy cooperation between China and Russia not only benefits both countries but also provides critical stability and certainty to the global energy market [2][3] - A multi-level communication mechanism has been established to facilitate discussions on various energy cooperation topics, laying a solid foundation for collaboration in oil, gas, nuclear energy, and renewable energy [2][3] Group 2: Global Energy Governance - Xi Jinping's letter points to the need for a fair, just, and balanced global energy governance system, with China as an active advocate and practitioner [3] - The letter reinforces the commitment of the electricity sector to green development, highlighting China's role in providing clean energy products and services to over 200 countries and regions [3] - The establishment of a self-controlled trading and pricing platform is suggested to enhance the credibility of energy trade between China and Russia, offering diverse and inclusive pathways for global energy cooperation [3][4]

Core Insights - The congratulatory letter from President Xi Jinping to the 7th China-Russia Energy Business Forum emphasizes the importance of Sino-Russian energy cooperation in promoting economic and social development, providing guidance for practical cooperation between enterprises, and injecting more certainty into the global energy market [1][2]. Group 1: Sino-Russian Energy Cooperation - The letter highlights the positive role of Sino-Russian energy cooperation in enhancing the welfare of both nations and the global community, indicating a commitment to a comprehensive energy partnership [1][2]. - The forum, initiated by the two heads of state, has received continuous attention and guidance from them, reflecting the high-level support for bilateral energy cooperation [1][2]. Group 2: Global Energy Governance - The letter calls for the establishment of a fair, just, and balanced global energy governance system, with China positioned as an active advocate and practitioner [3][4]. - The emphasis on stability in global energy security and green low-carbon transition aligns with the commitment of the electricity sector to sustainable development [3]. Group 3: Future Directions - The Chinese government aims to deepen practical energy cooperation with key countries, including Russia, to ensure energy security under open conditions and promote a more equitable global energy governance system [4]. - The collaboration between China and Russia is expected to enhance the resilience of the global energy supply chain and contribute to the stability of the global energy market [2][3].

Core Insights - The 2025 Energy Transition Conference focuses on accelerating the construction of a new energy system and promoting green and low-carbon transformation in the energy sector [1] Group 1: Global Energy Transition Trends - The "Global Energy Transition Report (2025)" indicates that global demand for coal and oil is stabilizing, while natural gas consumption is experiencing rapid growth. Solar and wind energy are becoming the main growth drivers, and nuclear technology is seeing a resurgence [1] - The report highlights that achieving the renewable energy "threefold installed capacity" goal will face significant challenges due to global development imbalances, with key minerals becoming strategic focal points for countries [1] Group 2: China's Energy Transition Efforts - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the role of central enterprises in adjusting energy supply structures and optimizing energy consumption methods, advocating for a multi-energy approach including wind, solar, water, and nuclear [2] - The National Energy Administration (NEA) reports that by the end of this year, China is expected to exceed the target of 20% non-fossil energy consumption, with new energy installations accounting for about 60% of global increments [3] Group 3: Technological and Infrastructure Developments - The State Grid Corporation plans to enhance the reliability and capacity of the power grid to support high-quality development of new energy, aiming for a capacity of 800 million kilowatts of distributed energy and 60 million charging facilities by 2030 [4] - The emphasis on circular economy as a sustainable resource guarantee is highlighted, with significant opportunities for innovation in carbon neutrality, particularly in the recycling of solar components [4] Group 4: Industry Analysis and Guidance - The launch of the "China Gas Station (Energy Station) Development Blue Book (2025-2026)" aims to provide in-depth analysis of industry policies, market dynamics, and technological applications, serving as a strategic guide for industry practitioners [5]

Group 1 - The United States accused China and other developing countries of being major carbon emitters and claimed that China has stagnated in clean energy development, which is seen as an attempt to justify its withdrawal from the Paris Agreement and to promote the "China threat" narrative [1] - China has made significant achievements in clean energy development, with a commitment to reduce greenhouse gas emissions by 7%-10% from peak levels by 2035, showcasing its responsible global leadership [1] - By 2024, China's non-fossil energy consumption is projected to reach 19.7%, and its renewable energy generation is expected to hit 3.46 trillion kilowatt-hours, accounting for 35% of total electricity consumption, resulting in a reduction of 2.5 billion tons of CO2 emissions [2] Group 2 - China's green technology products are gaining global traction, with BYD achieving significant sales growth in Europe, surpassing Tesla in monthly sales in key markets [2] - The global influence of low-carbon environmentalism is rising, with China's renewable energy efforts recognized as a sustainable development model by international leaders [3] - The U.S. is regressing in its climate policies, with a projected increase of 120 million tons of CO2 emissions by 2030 due to its support for coal and the reduction of incentives for renewable energy projects [3] Group 3 - China's 14th Five-Year Plan emphasizes green development as a priority, reflecting its commitment to ecological and sustainable growth [4] - The country aims to continue its practical actions and open stance towards building a cleaner and more sustainable planet [4]

Core Viewpoint - The article emphasizes the significance of building an energy powerhouse as part of China's "14th Five-Year Plan," highlighting its role in modernizing the country and ensuring energy security [2][3][6]. Group 1: Economic and Social Development - The construction of an energy powerhouse is essential for providing a material foundation for modernizing the country, as energy is crucial for daily life and economic operations. During the "14th Five-Year Plan" period, energy consumption is expected to grow rigidly, with an estimated annual increase of approximately 600 billion kilowatt-hours [3]. - The energy industry is characterized by a long supply chain and strong innovation, which can support the development of a modern industrial system. During the "14th Five-Year Plan," China accounted for over 40% of global new energy patents and led the world in new energy storage capacity [5]. Group 2: Energy Security and Strategic Autonomy - Energy issues are a priority in national security for many countries, and controlling energy resources can lead to significant development opportunities. Building an energy powerhouse aims to create a robust energy supply chain and innovation system, enhancing China's strategic position in global power dynamics [6][7]. Group 3: Green and Low-Carbon Transition - The transition to a green and low-carbon economy is crucial for addressing global challenges like climate change. China has established the world's largest and fastest-growing renewable energy system, with one-third of electricity consumption coming from green energy. The goal is to increase the share of renewable energy and facilitate the orderly replacement of fossil fuels [8][9]. - By contributing to global low-carbon transitions, such as reducing carbon emissions by approximately 4.1 billion tons through wind and solar exports during the "14th Five-Year Plan," China aims to enhance its leadership in global energy transformation [9]. Group 4: Current Energy Landscape - China has a diversified energy supply system, maintaining over 20% of global energy production and an energy self-sufficiency rate of over 80%. The country is also the world's largest producer of renewable energy, with installed capacities in hydropower, wind, and solar energy leading globally [9]. - The reliance on foreign oil and gas is a shortcoming, but as fossil fuel consumption peaks, this dependency is expected to decrease to a more reasonable level [9].

Core Insights - The 30th United Nations Climate Change Conference (COP30) will be held in Brazil, showcasing China's efforts in addressing climate change through the release of the "China's Policy and Action on Climate Change 2025 Annual Report" [1] Group 1: Climate Change Mitigation Efforts - China has made significant progress in reducing carbon emissions, with non-fossil energy accounting for 19.8% of total energy consumption by 2024, and coal consumption decreasing from 67.4% in 2013 to 53.2% [1] - The report highlights the growth of the lithium battery and photovoltaic industries, with multiple indicators expected to achieve double-digit growth in 2024, and China maintaining its position as the world's largest producer of new energy vehicles for ten consecutive years [1][2] Group 2: Carbon Market Development - The national carbon market has entered a new phase, with a total trading volume of 728 million tons and a transaction value of 49.83 billion yuan as of September 2025, marking a historical high in trading volume for 2024 at 18.04 billion yuan [2][3] - The completion rate for carbon quota compliance reached a historical high, with 2,096 key emission units required to submit a total of 5.244 billion tons of quotas, and actual compliance at 5.243 billion tons [3] Group 3: Global Climate Cooperation - China has contributed to global energy and industrial green transformation, reducing wind and solar power costs by over 60% and 80% respectively, and creating 46% of global renewable energy jobs [3] - By the end of 2024, China has signed 54 climate change cooperation documents with 42 developing countries, implementing over 300 capacity-building projects and providing training for more than 10,000 individuals [3] Group 4: Commitment to International Climate Goals - China announced its 2035 national contribution targets at the recent UN climate summit, reflecting its commitment to the Paris Agreement and the need for a conducive international environment to achieve these goals [4] - The report outlines China's basic positions for COP30, emphasizing the importance of multilateral cooperation, adherence to the UN Framework Convention on Climate Change, and promoting global green and just transitions [4]

Core Insights - The "Energy Transition Index Blue Book 2025" indicates that China is a leading force in global energy transition and is currently the fastest country in terms of energy transition speed [1][2] Group 1: Energy Transition Index - The Blue Book evaluates energy transition based on 17 criteria and 74 underlying indicators across five dimensions: energy consumption, energy supply, energy technology, energy system, and international cooperation [1] - China ranks third in the global energy transition index, being the only developing country in the top ten, which includes Sweden, Norway, Denmark, Finland, Switzerland, Germany, the UK, the US, and Canada [1][2] Group 2: Energy Transition Speed - In the newly added assessment of energy transition speed, China ranks first globally, indicating it is the fastest country in energy transition [1] - The report highlights that countries with high GDP per capita and smaller populations tend to perform better in energy transition, but resource endowment and determination are crucial for driving change [2] Group 3: Clean Energy Contributions - As of the end of September, China's new energy storage capacity exceeded 100 million kilowatts, accounting for over 40% of the global total [2] - China has provided clean energy products and services to over 200 countries and regions, with its wind and solar products contributing to a reduction of approximately 2.65 billion tons of CO2 emissions globally in the past year [2]

Core Viewpoint - The Chinese government is accelerating the establishment of a green low-carbon product, technology, and service standard system to align with international standards and reduce trade costs due to standard discrepancies [1] Group 1: Green Products and Technology - China's manufacturing scale and technological advancements have made green products increasingly affordable for global consumers [1] - Chinese products in wind power, photovoltaics, and new energy vehicles have been exported to over 200 countries and regions worldwide [1] Group 2: Cost Reduction Contributions - China has contributed significantly to the global response to climate change and green transformation by reducing wind power and photovoltaic generation costs by over 60% and 80%, respectively [1]