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Comprehensive Policy Push Signals Intensive Implementation Phase for Energy Transition – China Energy Sector Weekly Intelligence (February 23 – March 1, 2026)
- 1Sinopec Granted Patent for "Method and Device for Co-producing Methanol and Natural Gas"证券之星https://cj.sina.cn/articles/view/1850649324/6e4eaaec020026rgm
- 2Announcement Regarding the Departure of Senior Management at China Petroleum & Chemical Corporation新浪财经https://finance.sina.com.cn/jjxw/2026-02-28/doc-inhpimsu0249823.shtml
- 3Political Bureau of CPC Central Committee Holds Meeting to Discuss Draft Outline of 15th Five-Year Plan新闻联播文字版http://mrxwlb.com/2026/02/28/2026%E5%B9%B402%E6%9C%8827%E6%97%A5%E6%96%B0%E9%97%BB%E8%81%94%E6%92%AD%E6%96%87%E5%AD%97%E7%89%88/
- 4Has Photovoltaic Industry 'Involution' Spread to Auxiliary Material Suppliers? Xinbo Shares Plans to Terminate 600,000-ton Annual Capacity Recycled Aluminum Project每日经济新闻https://www.nbd.com.cn/articles/2026-03-01/4274148.html
- 5National Energy Administration: To Release and Implement New Energy System and Series of Sector-Specific Energy Plans金十数据https://xnews.jin10.com/details/211100
- 6Six Sinopec Subsidiaries Selected as National Intellectual Property Powerhouse Demonstration Units新浪财经https://finance.sina.com.cn/stock/relnews/hk/2026-02-28/doc-inhpiwhk6039586.shtml
- 7Key Priorities for China's Domestic Oil and Gas Industry in 2026 Unveiled: Focus on Reserve Expansion, Production Increase, and Green Transition中国能源新闻网https://www.cnenergynews.cn/article/4QWdBlPXo6a
- 8Zhuoyue New Energy Receives Intensive Research from 59 Institutions as Biodiesel and SAF Dual Drivers Usher in Industry Boom Cycle证券时报https://www.stcn.com/article/detail/3655793.html
- 9CITIC Securities: AI Demand Triggers Global Nuclear Power Industry Revival; Domestic Nuclear Power Enters Peak Period of Regular Approval and Construction新浪财经https://cj.sina.com.cn/articles/view/7857201856/1d45362c001902nu20?froms=ggmp
- 10Geopolitical Risks Intensify, Crude Oil and Gold Surge, New Developments in Ferrous Metals – Comprehensive Review of the Spring Festival Holiday网易新闻https://www.163.com/dy/article/KMFQK5VT0519BD5M.html
- 11How Should the Petrochemical Industry Make Its Move?中国石油新闻中心http://news.cnpc.com.cn/system/2026/02/26/030186443.shtml
- 12State Grid Unveils Ten Measures to Support High-Quality Development of New Energy, Involving New Energy Storage电池网https://www.itdcw.com/news/focus/022Q540562026.html
- 13Five Department Heads of National Energy Administration Intensively Voice Support for Hydrogen Energy黑帕网https://cn-heipa.com/newsinfo/11023829.html
- 14Sina Manufacturing Hotspots Hourly Report | February 27, 2026, 09:00新浪财经https://k.sina.com.cn/article_7857201856_1d45362c001902nm7u.html
- 15Accelerating Green Transformation: Industry Takes Multiple Measures to Empower Bay Area Development人民网http://finance.people.com.cn/n1/2026/0224/c1004-40669363.html
- 16Atomic Energy Law of the People's Republic of China Officially Takes Effect人民网http://politics.people.com.cn/n1/2026/0227/c1001-40670934.html
- 17Nuclear Power: Not Just Cold Technology, But Hot Science Communication福建省人民政府https://www.fujian.gov.cn/zwgk/ztzl/sxzygwzxsgzx/flsxkmh/202602/t20260225_7100446.htm
- 18News Interview Room: Thoroughly Implementing the Group Company Work Conference Spirit中国石油新闻网http://news.cnpc.com.cn/system/2026/02/28/030186608.shtml
- 19Multiple Regions Announce Key Energy Work Priorities for the Year, Pioneering Integrated Development of New Energy新浪财经https://finance.sina.com.cn/roll/2026-02-28/doc-inhpkhwe5945363.shtml
- 20China's Natural Gas Market to Maintain Loose Supply-Demand Balance in 2026, with Potential for Periodic Tightness中国石油新闻网http://news.cnpc.com.cn/system/2026/02/27/030186581.shtml
- 21Wang Zhonglin Meets with Sinopec Group Chairman Hou Qijun人民日报http://hb.people.com.cn/n2/2026/0227/c192237-41510240.html
- 22Summary of Key Development Priorities for the Chemical Industry Across Provinces in the '15th Five-Year Plan' Period氯碱网http://www.ccaon.com/content.asp?id=91980&aim_id_field_true=ecrp_id&inner_table=new_notprod_mrjd
- 23General Secretary Speaks Again! Why Is China Suddenly Pushing Zero-Carbon Industrial Parks?九坤论碳https://jiukunlunditan.com/news/513
- 24National Energy Administration: Actively Promoting Revisions of Key Laws Including Electricity Law and Renewable Energy Law东方财富网https://finance.eastmoney.com/a/202602243652737511.html
- 25New Energy Construction Accelerates, GF Carbon Neutrality ETF Rises 1.66%新浪财经https://finance.sina.com.cn/jjxw/2026-02-24/doc-inhnwvws6055956.shtml
- 26Chemical Industry's Anti-Involution Logic Becomes Clear, Petrochemical ETF (159731) Hits Record High in Scale每日经济新闻https://www.nbd.com.cn/articles/2026-02-27/4271274.html
- 27Clear Trend of Chemical Industry Rising in East, Declining in West Highlights Petrochemical ETF (159731) Investment Opportunity网易https://www.163.com/dy/article/KMOUJG780534A4SC.html
- 28Energy Sector Charts New Course: Driving Renewable Energy Expansion, Quality Enhancement, and Reliable Substitution in the 15th Five-Year Plan新浪财经https://finance.sina.com.cn/jjxw/2026-02-26/doc-inhpccuu1622573.shtml?cre=tianyi&mod=pchp&loc=29&r=0&rfunc=72&tj=cxvertical_pc_hp&tr=12
- 29Shining Upon Listing, 'Newly Listed on Hang Seng' Expected to Enter Index Constituents, with Mutual Funds Already Positioning Early新浪财经https://finance.sina.com.cn/jjxw/2026-02-22/doc-inhnsuhi7942151.shtml
- 30National Energy Administration: To Release and Implement New Energy System and Series of Sector-Specific Energy Plans21财经https://www.21jingji.com/article/20260223/herald/58838e25bc2782c634057ae6fded723b.html
- 31Global Energy Storage Deployment Remains Robust with China Consolidating Dominance中国互联网投资基金业协会https://www.cinic.org.cn/xw/cjfx/1624716.html
- 32National Energy Administration Holds 2026 Legal System Construction Leadership Group Meeting中国新闻网https://www.chinanews.com.cn/gj/2026/02-24/10576109.shtml
- 33Li Chuangjun, Director of New Energy Department at National Energy Administration: Renewable Energy Must Expand Scale and Improve Quality During the 15th Five-Year Plan Period21财经https://www.21jingji.com/article/20260226/herald/ab9293f293a2fba1768ecf544af95627.html
- 34National Energy Administration: Expand Green Power Application Comprehensively and Deeply!新浪财经https://finance.sina.com.cn/esg/2026-02-27/doc-inhpfhtu0947180.shtml?cre=tianyi&mod=pchp&loc=5&r=0&rfunc=71&tj=cxvertical_pc_hp&tr=12
- 35Fujian Province Launches Application for Research Project on Nuclear Technology Utilization and Fourth-Generation Nuclear Energy Industry Chain Forward Planning科技日报https://www.stdaily.com/web/gdxw/2026-02/27/content_477761.html
- 36Everbright Securities: Maintains 'Buy' Rating on Sinopec Engineering, Steady Growth in 2025 New Contract Value新浪财经https://finance.sina.com.cn/stock/hkstock/hkgg/2026-02-27/doc-inhpfnzn6817930.shtml?cre=tianyi&mod=pchp&loc=4&r=0&rfunc=71&tj=cxvertical_pc_hp&tr=12
- 37China's Economic Advantages and Potential as Seen Through Steady Growth in Total Factor Productivity福建日报-海峡网https://money.fjsen.com/2026-02/28/content_32140572.htm
- 38Special Report: Galloping Forward in the Spring Breeze, Embarking on a New Journey at the Right Moment中国石油报http://news.cnpc.com.cn/system/2026/02/27/030186544.shtml
- 39AI Reshapes the Energy and Chemical Industry Landscape中国石化新闻网http://www.sinopecnews.com.cn/xnews/content/2026-02/24/content_7142736.html
- 40Strong Cyclical Sector Rally Continues to Heat Up, Institutions See Allocation Value证券时报https://www.stcn.com/article/detail/3650263.html
- 41AI Computing Power Surge Drives Electricity Demand, Creating Development Opportunities for Power Grid Equipment Industry中国能源网https://www.cpnn.com.cn/news/dianli2023/202602/t20260226_1867936.html
- 42"15th Five-Year Plan" Sets Sail as Energy Green Transformation Faces Critical Test中国石油报http://news.cnpc.com.cn/system/2026/02/26/030186456.shtml
- 43Ren Yuzhi, Director of Planning Department at National Energy Administration: Promoting the Preliminary Establishment of New Energy System During the 15th Five-Year Plan Period中国煤炭市场网https://www.cctd.com.cn/show-16-254017-1.html
- 44Approaching Peak Season Catalyzes Price Elasticity, Petrochemical ETF (159731) Attracts Net Inflows Over 12 Trading Sessions每日经济新闻https://www.nbd.com.cn/articles/2026-02-26/4269586.html
- 45A-Shares Surge Across the Board! 300394 and 601869 Hit Record Highs!证券时报https://www.stcn.com/article/detail/3647932.html
- 46Tech Weekly: A Busy Year for Chinese Science and Technology华城官网https://huacheng.gz-cmc.com/pages/2026/02/23/ab52e2043764491a90adf26eef6a31bc.html
- 47Ren Yuzhi, Director of the Planning Department of the National Energy Administration: Promoting the Initial Establishment of a New Energy System During the '15th Five-Year Plan' Period中国电力企业联合会http://www.chinatpg.com/home/news/pages/n_id/165123.html
- 48China Nuclear Engineering & Construction (CNEC) Rises 1.24% with Turnover of 10.79 Billion Yuan, Net Main Fund Inflow of 91.87 Million Yuan Over Five Days新浪财经https://finance.sina.com.cn/stock/aiassist/ggsp/2026-02-27/doc-inhpfxrn0780201.shtml
- 49Notice on Approving the Commissioning Outline for Units 3 and 4 of the Shandong Haiyang Nuclear Power Project (Version 1)生态环境部https://www.mee.gov.cn/wjk/
- 50Atomic Energy Law of the People's Republic of China理论中国网https://www.theorychina.org.cn/c/2026-02-27/1541606.shtml
- 51Petrochemical Industry Weekly Report No. 440: Middle East Geopolitical Tensions Escalate, Benefiting Oil & Gas and Oilfield Services和讯网https://m.hexun.com/stock/2026-03-01/223560036.html
- 52Renewable Energy Law Revision Accelerated for 2026, Sparking Surge in Stocks Including China Southern Power Grid Energy财闻https://www.caiwennews.com/article/1420738.shtml
- 53New Energy Construction Accelerates, GF ChinaAMC Carbon Neutrality ETF Rises 1.66%财闻网https://www.caiwennews.com/article/1419785.shtml
- 54What Would Be the Global Economic Impact of Cutting Off the Strait of Hormuz?中国新闻网https://www.chinanews.com.cn/cj/2026/03-01/10578648.shtml
- 55National Energy Administration: To Release and Implement New Energy System and Series of Sector-Specific Energy Plans东方财富网https://finance.eastmoney.com/a/202602243652109122.html
- 56Tongyuan Petroleum February 24, 2026 Limit-Up Analysis: Business Expansion + Reduced Guarantee Risk + Shareholder Support网易https://www.163.com/dy/article/KMHRCDO505568W0A.html
- 57Everbright Securities: Maintains 'Buy' Rating on Sinopec Engineering, Steady Increase in New Contract Value for 2025新浪财经https://finance.sina.com.cn/stock/hkstock/hkgg/2026-02-27/doc-inhpfnzn6817930.shtml?cre=tianyi&mod=pchp&loc=10&r=0&rfunc=67&tj=cxvertical_pc_hp&tr=12
- 58Excerpts from Speeches at Provincial Conference on Deepening 'Four-Chain' Integration in County-Level Key Industrial Chains福建省政府网https://www.fujian.gov.cn/zwgk/ztzl/sxzygwzxsgzx/flsxkmh/202602/t20260226_7101935.htm
- 59Why China Has Strong Confidence in Ensuring Stable Power Supply人民网http://finance.people.com.cn/n1/2026/0226/c1004-40670123.html
- 60Statistical Communiqué of the People's Republic of China on the 2025 National Economic and Social Development国家统计局https://www.stats.gov.cn/sj/zxfb/202602/t20260228_1962662.html
- 61CITIC Securities: Nuclear Power Manufacturing Sector Undergoes Valuation Reassessment, with Strong Short-Term Growth and Vast Long-Term Prospects新浪财经http://k.sina.com.cn/article_7857201856_1d45362c001902njas.html
- 62AI Energy Consumption Poses Global Energy Challenge? Decoding the 'International Energy Bill' Behind It中国石油报http://news.cnpc.com.cn/system/2026/02/27/030186582.shtml
- 63Shining Upon Listing, 'Newly Listed Hang Seng' Expected to Be Added to Index Constituents, with Mutual Funds Already Positioning Early富途新闻https://news.futunn.com/hk/post/69084424/a-standout-performance-upon-listing-xindeng-hengsheng-is-anticipated-to
- 64Today's Industry Update｜Western Inner Mongolia: Independent Energy Storage Prohibited from Discharging During Wind and Solar Curtailment Periods! Spot Price Cap Set at 1.5...新浪财经https://finance.sina.com.cn/roll/2026-02-25/doc-inhnzmmq2250938.shtml
- 65February 27 Hong Kong Stock Market Oil and Gas Industry Short Selling Data Review: PetroChina证券之星https://hk.stockstar.com/RB2026022700031548.shtml
- 6621st Century Review: Strengthening China's Power Competitive Advantage in the AI Era21财经https://www.21jingji.com/article/20260226/331e82dafc5994e4cb4e4113b6fedfe9.html
- 67National Energy Administration Discusses '15th Five-Year Plan' Energy Strategy氯碱网http://www.ccaon.com/content.asp?id=91968&aim_id_field_true=ecrp_id&inner_table=new_notprod_mrjd
- 68North America's AI Power Shortage Continues to Unfold, Spotlight on Grid ETF (561380)每日经济新闻https://www.nbd.com.cn/articles/2026-02-25/4267858.html
- 69Latest Developments in National Energy Administration's Promotion of Energy Law Revisions群益期貨https://www.capitalfutures.com.tw/zh-tw/Financial/BreakingNewsArticle?ContentId=C26022400578
- 70Leading Polysilicon Producer Plans Acquisition to Drive Consolidation, Invesco Great Wall Photovoltaic ETF Rises 1.07%新浪财经https://finance.sina.com.cn/jjxw/2026-02-25/doc-inhnzfcs2292472.shtml
- 71SPIC Nuclear Energy Changes Leadership: Hao Hongliang Succeeds Hao Hongsheng山东财经网http://www.sdenews.com/html/2026/2/382288.shtml
- 72China Tianying's Green Methanol Project Nears Production with First Milestone International Order, Ushering in New Development Phase中国网https://tech.china.com/articles/20260301/202603011816927.html
- 73China Tianying Co., Ltd. Investor Relations Activity Record巨潮资讯网http://static.cninfo.com.cn/finalpage/2026-03-01/1224989462.PDF
- 74Fangda Carbon Supports National Key Nuclear Power Project, Demonstrating Responsibility in CX Project Phase I High-Temperature Gas-Cooled Reactor国商网http://finance.gscn.com.cn/system/2026/02/26/013461046.shtml
- 75Everbright Futures: Energy and Chemical Daily Report for February 26新浪财经https://finance.sina.com.cn/money/future/fmnews/2026-02-26/doc-inhpaxnu4573380.shtml?cre=tianyi&mod=pchp&loc=5&r=0&rfunc=72&tj=cxvertical_pc_hp&tr=12
- 76National Energy Administration: Boost R&D and Application of Cutting-Edge Technologies Including Hydrogen Energy, Solid-State Batteries, Advanced Nuclear Power, and Marine Energy每经网https://www.nbd.com.cn/articles/2026-02-23/4266228.html
- 77Sina 5G Hotspot Hourly Report | February 23, 2026, 13:00新浪财经https://k.sina.com.cn/article_7857201856_1d45362c001902jzjg.html
- 78Brokerage Spring Strategy Conference: 2026 Focus Anchored in Technology + Cyclical Sectors上海证券报https://paper.cnstock.com/html/2026-02/27/content_2182664.htm
- 79Economic Daily: Ecological Foundation of High-Quality Development Becomes More Distinct经济日报http://www.crrg.com.cn/crrg/2026-02/25/article_2026022508475389247.html
- 80Recording the Striving Footprints of a Petrochemical Powerhouse Through the Pen: Editorial Notes on 'A New Journey for a Petrochemical Powerhouse'Unknownhttps://finance.sina.com.cn/jjxw/2026-02-26/doc-inhpcusn1501616.shtml
- 81Five Western Energy Giants Face 'Profit Winter'中国石油新闻中心http://news.cnpc.com.cn/system/2026/02/28/030186631.shtml
- 82Domestic and International Capital Increasingly Bets on Controlled Nuclear Fusion, with Projects Like Star Ring Fusion Updating Financing Progress新浪财经https://k.sina.com.cn/article_7857201856_1d45362c001902nnow.html
- 83Nuclear Power in 2026: No Breakthrough Without Breaking, Growth Logic May Gradually Unfold新浪财经https://finance.sina.com.cn/stock/relnews/cn/2026-02-24/doc-inhnxhni2047031.shtml
- 84Strengthening Efforts to Advance the Integrated 'Three Non-Corruptions' Initiative中国石化新闻网http://www.sinopecnews.com.cn/xnews/content/2026-02/26/content_7142967.html
- 85National Energy Administration Director Wang Hongzhi: Nuclear Power Investment to Maintain Scale in 2026网易https://m.163.com/dy/article/KMK7A1G205199DKK.html?clickfrom=subscribe
- 86Expert Interview: Where Will Manufacturing Decarbonization Head in 2026?新浪财经https://finance.sina.com.cn/jjxw/2026-03-01/doc-inhpnmvm5457828.shtml
- 87Policy Catalyzes Carbon Neutrality Industry Chain, E Fund New Energy ETF Rises 1.85%新浪财经https://finance.sina.com.cn/jjxw/2026-02-24/doc-inhnwrqr2260492.shtml
- 88Provincial Large-Scale Wind and Solar Base Project for Energy Transition and Ecological Management Commences Construction中国绿色碳汇网https://www.zglsth.com/nengyuan/shownews.php?lang=cn&id=18229
- 89E Fund Chemical Industry ETF Attracts Capital for Three Consecutive Days as CSI Petrochemical Industry Index Rises 0.36%富途牛牛https://news.futunn.com/post/69266733