10月30日，国家能源局在北京举行新闻发布会，介绍了2026年前三季度全国能源形势 1。官方表示，面对国际局势和自然灾害影响，我国能源供应充足、供需平衡 1。数据显示，7月和8月全社会用电量分别为1.04万亿千瓦时和1.03万亿千瓦时，连续突破万亿千瓦时并创历史新高 1。期间，用电负荷创历史新高次数为4次 1。截至9月底，光伏发电装机容量达到13.1亿千瓦，历史性超越煤电成为最大电源品类 1。同期，煤电发电量占比为49.1%，清洁能源发电新增电量占全部新增电量的比重超过80% 1。
在生产与投资方面，前三季度规上工业原油产量同比增长1.0%，天然气产量同比增长0.9% 1。累计核准大型现代化煤矿12处，新确定产能储备规模为2260万吨/年 1。截至9月底，新型储能装机规模为1.67亿千瓦/4.35亿千瓦时，同比增长63%，平均储能时长为2.61小时 1。能源投资结构向新、向优、向绿趋势明显，电网、新型储能、充换电基础设施合计投资同比增速为15.3% 1。1—9月，民营企业在能源领域的投资完成额超过1450亿元 1。
此外，国际合作取得丰硕成果，APEC能源部长会议形成“1+3+5”成果体系 1。第四届“一带一路”能源部长会议计划于今年11月底在青岛市举行 1。
On October 30, the National Energy Administration held a press conference to report on the nation's energy situation for the first three quarters of 2026. Officials stated that despite international complexities and natural disasters, China has maintained sufficient energy supply and balanced demand while making new progress in its green and low-carbon transition 1. The administration highlighted that total electricity consumption exceeded one trillion kilowatt-hours in both July (1.04 trillion kWh) and August (1.03 trillion kWh), marking consecutive historical highs, with peak load records broken four times during the period 1.
Production Capacity and Structural Shifts
In terms of power generation structure, photovoltaic installed capacity reached 1.31 billion kilowatts by the end of September, historically surpassing coal-fired power to become the largest source of electricity capacity 1. Meanwhile, the share of coal-fired power generation dropped to 49.1% by late September, while clean energy accounted for over 80% of the net increase in total electricity generation 1. On the fossil fuel front, crude oil output from large industrial enterprises rose by 1.0% year-on-year, and natural gas production increased by 0.9% 1. Additionally, twelve large modernized coal mines were approved, establishing a new capacity reserve of 22.6 million tons per annum 1.
Investment Trends and International Cooperation
The energy sector witnessed significant shifts in investment, with combined spending on grid infrastructure, new energy storage, and charging/swapping facilities rising by 15.3% year-on-year 1. By the end of September, the installed capacity of new-type energy storage reached 167 million kilowatts / 435 million kilowatt-hours, a 63% annual increase, with an average storage duration of 2.61 hours 1. Private enterprises contributed over 145 billion yuan to energy sector investments between January and September 1. On the diplomatic front, the APEC Energy Ministers Meeting established a "1+3+5" outcome framework, and the fourth Belt and Road Energy Ministers Conference is scheduled to be held in Qingdao at the end of November this year 1.
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