可就在几天前，远大公司突然接到通知，原定于1月中旬到货的海外精密生产设备提前运抵了。随设备 提前来的还有四位海外专家，将设备调试好后，需要立马返回。若是按照原有的计划一月中旬送电，专 家只能干等着，光劳务费就是一笔不小的开支，这可把企业急坏了。 急项目之所急。国网天津静海公司得知情况后立即行动，迅速组建包含多专业专家的专项团队全程跟进 企业需求，第一时间对该项目电源接入系统开展定值核算，在作业密集的情况下调整计划、完成定值调 整、设备试验等各项准备工作。 "国外专家一人一天就得1100欧，我真是急死了。"远大健康科技(天津)股份有限公司项目(简称"远大公 司")总经理刘冰说，"没想到电力公司硬是帮我们抢了半个月的时间。"12月29日，坐落在静海经济开发 区内的远大公司健康产品研发及生产基地平稳送电。 该项目是天津市级重点项目工程，聚焦高端健康产品研发、生产及服务，总投资超5000万元，具有显著 产业引领作用与社会效益，同时，还有效带动上下游产业链协同发展，创造大量就业岗位，为天津市构 建现代健康产业集群注入强劲动能。 排企业之所难。此次办电全程依托国网天津东丽公司创新推出的京津冀区域"电管家"+"云办电"服务 ...

据悉，该项目位于莆田市忠门镇，是2025年度省级重点项目，采用"上层发电、下层养殖"的渔光互补模式，综合利用海域约2500亩、陆地30亩，实现光伏发 电与生态养殖协同发展，在提升清洁能源供给能力的同时，助力区域乡村振兴与产业融合。项目规划装机容量100兆瓦，配套建设110千伏升压站及10兆 瓦/20兆瓦时电化学储能系统，着力打造"发储一体"的示范型光伏电站。 作为项目关键配套工程，110千伏送出工程起点为220千伏栖梧变电站，终点连接光伏电站升压站。建设期间，因原线路走廊协调困难，国网莆田供电公司组 织多部门协同研判，及时制定临时过渡方案，通过T接现有供电线路、增配保护装置等措施，保障了工程按期推进。 "供电公司高效制定新方案，既大幅节省了资金和时间，也为我们年底投产的目标奠定了基础。"华润新能源(莆田)有限公司工程总负责人程云飞说。 12月31日，福建省莆田市华润忠门A区100兆瓦渔光互补光伏电站项目正式并网发电，进一步提升了莆田地区清洁能源比重，助力当地绿色低碳发展。 当天，国网莆田供电公司与华润新能源(莆田)有限公司技术人员协同作业，在220千伏栖梧变电站及项目升压站内完成系列远程操作与主电冲击测试，最 ...

Group 1 - The core viewpoint of the article highlights the successful commissioning of the Ningxia Jiaotou 800,000 kW photovoltaic project, which is expected to significantly contribute to clean energy production and carbon emission reduction [1] - The total investment for the project is approximately 2.6 billion yuan, which includes the construction of a 220 kV booster station and a 5.5 km transmission line [1] - The project is anticipated to provide 1.35 billion kWh of clean electricity annually, saving about 410,000 tons of standard coal and reducing carbon dioxide emissions by 1.13 million tons [1] Group 2 - In recent years, Ningxia has actively developed the clean energy industry in desert, Gobi, and wasteland areas, with a focus on promoting a new power system [1] - The installed capacity of renewable energy in Ningxia has reached 56.63 million kW, accounting for 62.6% of the total installed capacity, with renewable energy contributing to 31% of the total electricity generation [1]

Core Viewpoint - The successful commissioning of the Ankang 750 kV substation project marks a significant advancement in the high-quality development of southern Shaanxi and injects strong momentum into regional coordinated development [2] Group 1: Project Overview - The Ankang 750 kV substation project is a key infrastructure for optimizing the energy layout in Shaanxi Province and enhancing regional interconnectivity [2] - The project spans approximately 406 kilometers, connecting load centers with clean energy-rich areas across Xi'an, Shangluo, and Ankang [2] Group 2: Construction Management - During construction, State Grid Shaanxi Electric Power implemented a proactive safety management system, focusing on monitoring work teams, key processes, and strengthening emergency response systems [2] - The project overcame challenges such as heavy construction tasks, complex working conditions, and variable weather by ensuring safety management responsibilities were met [2] - Innovative transportation methods, such as cableway transport, were utilized to replace traditional road construction, integrating "smart construction" and "green building" concepts throughout the project [2] Group 3: Operational Impact - Upon commissioning, the project will enhance the power supply capacity in the Ankang region by 3 million kilowatts and increase the capacity for renewable energy consumption by 30% [2] - It will provide reliable power supply to the Xikang high-speed railway, supporting sustainable economic and social development in the surrounding areas [2] - The project plays a crucial role in promoting the green transition of regional energy and supports the "dual carbon" goals [2]

Core Viewpoint - The two technological projects led by State Grid Shandong Electric Power Research Institute have passed technical appraisal, demonstrating significant economic and social benefits in the application of advanced power distribution technologies [1][2]. Group 1: Project Achievements - The project "High Reliability and High Capacity Distributed Photovoltaic Charging Resource Flexible Distribution Technology and Application" addresses challenges related to the integration of massive distributed photovoltaic resources into the distribution network, focusing on flexible networking, control, and support [2]. - The project "Built-in Sensor for Partial Discharge in Large Oil-filled Equipment and Active Fault Defense Technology and Application" targets early detection of discharge defects in large oil-filled equipment, enhancing the ability to prevent discharge-related failures [2]. Group 2: Technical Details - The flexible distribution technology project has developed a series of core equipment for flexible networking, solving key issues such as the coordinated operation of AC and DC flexible distribution networks, harmonic tracing, and fault handling [2]. - The active fault defense technology project employs high-sensitivity built-in discharge sensors and precise discharge location techniques to improve the explosion-proof capabilities of transformers and other large oil-filled equipment [2]. Group 3: Application and Impact - Both projects have been fully applied in the Shandong power grid for flexible management of distributed resources and have been promoted in other provincial power grids, yielding notable economic and social benefits [1][2]. - The appraisal committee, led by an academician from the Chinese Academy of Engineering, recognized both projects as reaching international leading levels after thorough evaluation [1].

12月22日，国网临汾供电公司员工在10千伏线路开展配电线路通道专项清理。目前，该公司开展此项专项清理行动已有20余天，此次行动以"零容忍"的姿 态，对树障隐患展开全面清剿，旨在打通电力输送的"生命通道"，为企业生产和居民生活用电提供坚实保障。 "线路通道里的树竹是埋在电力线路旁的隐患，一旦遭遇大风、雨雪等恶劣天气，极易引发线路跳闸。"国网临汾供电公司相关负责人介绍道。为此，该公司 提前谋划，运用无人机飞巡等科技手段，对线路通道开展"地毯式"排查。过程中，工作人员对超高树木、枯枝杂灌、倾斜危木等隐患点进行逐一登记，并建 立"一隐患一方案"的精细化治理台账，明确清理范围、责任分工和时间节点，确保整治工作精准到位。 在清障作业现场，该公司展现出高效协同的专业水准。高空作业人员借助绝缘斗臂车，在确保与电力线路保持安全距离的前提下，对伸向导线的超高枝丫进 行"靶向切割"。地面人员则通过绳索精准控制树枝的掉落方向，并迅速清运散落枝干，避免对电力设备或道路通行造成影响。针对林区、山区等地形复杂的 区域，工作人员徒步行进、分段作业，严格按照"导线正下方及边线水平距离3米内树竹必清"的标准，彻底清除通道内的安全隐患。在中卫、 ...

Core Viewpoint - The lithium battery industry is experiencing significant growth in production and demand, with notable increases in both battery and phosphoric iron lithium cathode material output in November 2025 compared to the same period in 2024 [1][2]. Production - In November 2025, domestic battery production reached 176.3 GWh, marking a year-on-year increase of 49.66% and a month-on-month increase of 3.34% [1][2]. - The production of phosphoric iron lithium cathode materials in November 2025 was 26.89 million tons, reflecting a year-on-year growth of 29.43% and a month-on-month growth of 0.75%, with a capacity utilization rate of 62.53% [1][2]. Pricing - As of December 26, 2025, the price of industrial-grade lithium carbonate rose to 116,000 yuan per ton, with a weekly increase of 14.85% [3]. - The price of phosphoric iron lithium (power type) reached 45,100 yuan per ton on December 26, up over 15% from December 19 [3]. - Prices for lithium hexafluorophosphate remained stable at 180,000 yuan per ton as of December 27 [3]. - The average price of square phosphoric iron lithium energy storage batteries remained stable, with slight increases in specific models [3]. Demand - In November 2025, the monthly loading volume of phosphoric iron lithium batteries was 75.3 GWh, a year-on-year increase of 43.62% and a month-on-month increase of 11.56%, achieving a new high for the year [4]. - The monthly loading volume of ternary power batteries was 18.2 GWh, reflecting a year-on-year increase of 33.82% and a month-on-month increase of 10.30% [4]. - The new bidding capacity for domestic new energy storage projects in January to October 2025 was higher than in the same period of 2024, with November slightly lower [4]. - In November 2025, China's battery exports reached 21.2 GWh, a year-on-year increase of 69.60% and a month-on-month increase of 9.28% [4]. Investment Recommendations - The production of domestic batteries and phosphoric iron lithium cathode materials in January to November 2025 exceeded that of 2024, with stable raw material and cell prices, and an increase in monthly loading volumes and new energy storage bidding capacities [5]. - The industry is advised to focus on core enterprises in battery cells that lead in the collaborative layout of power batteries and energy storage, as well as those related to lithium battery materials [5]. - Recommended companies include CATL (300750), EVE Energy (300014), Xinwangda (300207), Hunan Youneng (301358), Rongbai Technology (688005), Tianci Materials (002709), and Dofluor (002407) [5].

Core Viewpoint - The Shanxi New Energy Storage Innovation Development Forum marks a significant step for Shanxi in advancing its new energy storage industry, emphasizing the importance of integrating traditional and green energy sources for a sustainable energy future [1][10]. Group 1: Forum Highlights - The forum gathered top industry experts and showcased Shanxi's commitment to scaling its new energy storage sector [1]. - Wang Zhonglin, an academician from the Chinese Academy of Sciences, delivered a keynote speech analyzing the core value and technological pathways of the energy storage industry, proposing a new vision for energy development that integrates AI, IoT, and new energy [3][4]. Group 2: Energy Dynamics - The current energy landscape is characterized by a competition between traditional fossil fuels and renewable energy, with each having distinct advantages and challenges [4]. - The integration of these energy types is essential for a successful energy transition, with energy storage playing a critical role in enhancing efficiency and stability [4][5]. Group 3: Storage Value and Functionality - Energy storage is not merely about storing and supplying electricity; it encompasses essential functions like peak shaving and frequency regulation, which are vital for the stable operation of power systems [5]. - Shanxi's diverse energy resources, including coal, wind, and solar, provide a strong foundation for developing its energy storage industry, enhancing both efficiency and safety [5][6]. Group 4: Technological Foundations - The successful implementation of AI in energy systems relies on accurate and continuous data collection, which is facilitated by advanced sensing technologies [6][7]. - The integration of sensing technology and AI is crucial for achieving a smart and efficient energy system, addressing the data collection challenges in energy production and utilization [7]. Group 5: Future Energy Paradigm - Wang Zhonglin proposed a dual-track energy paradigm that combines centralized and distributed energy systems, emphasizing the need for multi-energy complementarity to meet China's energy demands [8][9]. - This approach is particularly relevant for rural energy utilization in Shanxi, where distributed renewable energy sources can significantly reduce energy consumption and losses [9]. Group 6: Project Significance - The launch of Shanxi's first 100 MW hybrid energy storage project represents a landmark achievement in the region's energy storage development, showcasing innovative technology that addresses critical power system needs [10][11]. - The project utilizes supercapacitor technology, which complements traditional lithium battery storage by providing rapid charge and discharge capabilities essential for frequency regulation [11]. Group 7: Industry Standards and Future Directions - The release of the "Shanxi Province New Energy Storage Frequency Regulation Technology Application White Paper" aims to establish industry standards and guidelines, facilitating the transition from isolated advancements to a more standardized and scalable development phase [12]. - The insights and practices from Shanxi's energy sector are positioned to serve as a reference for national energy transition efforts, highlighting the province's innovative spirit and leadership in the energy field [12][13].

Core Insights - The forum highlighted the challenges and innovations in the energy storage sector, particularly in frequency regulation, as discussed by the chairman of Zhongdian Jingu Storage Technology Co., Ltd. [1] Group 1: Industry Challenges - The company faces multiple challenges in the construction of energy storage frequency regulation stations, including insufficient large-scale production capacity from domestic suppliers, leading to increased investment costs [3] - Global shortages of key raw materials, such as super activated carbon, further constrain industry advancement [3] - The lack of unified standards in the five-level control systems for energy storage stations hampers operational stability and efficiency [3] Group 2: Technological Innovations - Zhongdian Jingu has achieved 100% localization of core equipment in its 100MW supercapacitor energy storage frequency regulation station in Shanxi, showcasing the advantages of hybrid storage technology [3] - The successful implementation of high-frequency response and stable operation technologies marks a significant breakthrough for the company and the industry [3] Group 3: Industry Standards and Collaboration - The release of the "White Paper on New Energy Storage Frequency Regulation Technology Applications" aims to address the current lack of standards in the energy storage industry [4] - The company plans to collaborate with industry associations to enhance technical standards and promote domestic technology [4] Group 4: National Expansion Plans - Zhongdian Jingu is not limited to Shanxi but is expanding its vision nationally and globally, with plans to establish 12 energy storage frequency regulation stations across China by 2026 [6] - The successful project in Shanxi serves as a model for government-enterprise collaboration, with efficient support from local authorities [6] Group 5: Future Directions - The company aims to integrate insights from top experts to enhance its market expansion and improve industry technology levels [6] - Zhongdian Jingu is committed to advancing energy transition efforts in China through sustained innovation and development in the supercapacitor energy storage sector [7]

天眼查App显示，近日，协鑫集团有限公司新增一则股权冻结信息，股权所在企业为江苏协鑫电力有限 公司，冻结股权数额18亿人民币，冻结期限3年，执行法院为江西省南昌市中级人民法院。 江苏协鑫电力有限公司成立于2014年12月，法定代表人为王东，注册资本30亿人民币，经营范围含电力 项目投资，电力项目运营咨询与服务，电力能源技术开发、技术咨询与服务等，由协鑫集团有限公司、 南京安瑞鑫能电力产业投资基金企业(有限合伙)等共同持股。 ...