当前，算力需求激增与数据中心能耗矛盾凸显，我国数据中心用电量预计2030年达4500亿千瓦时， 在"东数西算"等战略引领下，我国正探索绿电直连等模式推动电算协同。然而，高密化集群、新能源并 网及跨区调度对供电架构与电网稳定提出新挑战，亟须顶层设计统筹规划与技术创新，通过"算力—电 力"源端协同、构建调度联动机制等举措，推动电算协同从"简单互动"迈向"深度耦合"。 当前，人工智能正以前所未有的速度重塑全球竞争格局。算力即国力，大规模算力是增强国家核心竞争 力的关键，数据中心作为支撑算力服务的核心基础设施，其规模扩张与能源消耗之间的矛盾已成为全球 可持续发展面临的关键挑战。 据国际能源署（IEA）统计，2024年，全球算力中心用电量已达4150亿千瓦时，预计2030年将达9450亿 千瓦时。我国数据中心用电量预计将从2024年的1000亿千瓦时激增至2030年的4500亿千瓦时，占全社会 用电量的比重将升至3.5%，年均增速约25%，远高于全社会用电量4.6%的增长速度。然而，算力增长无 止境，能源供给又存在瓶颈，如何破解算力中心发展困境、保障能源可靠供给是世界各国亟须解决的难 题。 三是国家算力基础设施建设不断 ...

Core Insights - The newly launched "light-storage-charging" supercharging station in Hainan's Danzhou Baima Jing has a total installed capacity of 8,000 kW, making it the largest new energy heavy truck charging station in Hainan Province [1] - The station enhances the reliability and efficiency of the new energy heavy truck refueling network in Hainan, supporting the island's green logistics infrastructure [1] Group 1 - The supercharging station was jointly invested by Southern Power Grid Hainan Electric Vehicle Company and Hainan Sushutong Supply Chain Co., Ltd., with a total investment of 12 million yuan, and was completed in two months [1] - It features 40 high-power charging terminals, capable of simultaneously charging 20 heavy trucks, with a daily service capacity exceeding 200 vehicle charging sessions [1] - The station employs integrated "light-storage-charging" technology, combining photovoltaic power generation, intelligent energy storage, and high-power charging technology, expected to reduce carbon dioxide emissions by approximately 200,000 kg annually [1] Group 2 - Future expansion plans for the station include an additional investment of about 17 million yuan, aiming to establish a diversified comprehensive demonstration station with supercharging, battery swapping, and light-storage integration [2] - Upon completion, the station's total installed capacity is projected to reach 12,000 kW, with an annual charging capacity of approximately 35.76 million kWh, more than three times the current capacity, and expected annual carbon dioxide reduction exceeding 500,000 kg [2] - Hainan's electric heavy truck electrification rate has rapidly increased to 36.1%, with 13 heavy truck charging and swapping stations built across the province, totaling an installed capacity of about 35,000 kW [2]

Core Viewpoint - The article highlights the progress of Hunan's new power system construction, particularly focusing on the "Zero Carbon Island" initiative at the Orange Isle, which aims to transform energy structure and usage while showcasing green energy practices to the public [2][3][10]. Group 1: New Power System Construction - The "三区三厅" (Three Zones and Three Halls) initiative includes the Orange Isle demonstration area, the Changsha Airport Economic Demonstration Zone, and the Xiangjiang Science City Demonstration Zone, along with three exhibition halls dedicated to the new power system [3][13]. - The Orange Isle aims to achieve a "Zero Carbon Island" status by accelerating energy structure transformation and integrating new power system achievements into daily life [2][3]. Group 2: Energy Consumption and Emissions - In 2023, the Orange Isle consumed 10.08 million kilowatt-hours of electricity and approximately 219.3 tons of diesel and 40.8 tons of gasoline, indicating a significant carbon footprint prior to the transition [6]. - The area has achieved a reduction of over 5,000 tons of CO2 emissions annually, with PM2.5 concentrations decreasing by nearly 20% [10]. Group 3: Renewable Energy Integration - The Orange Isle has been connected to local renewable energy sources, including a distributed wind farm and a photovoltaic power station, which have supplied nearly 3 million kilowatt-hours of green electricity by mid-2025 [8][9]. - The construction of a diversified distributed energy system includes solar-powered stations and installations on buildings, enhancing the integration of green energy throughout the scenic area [9]. Group 4: Visitor Engagement and Experience - The Zero Carbon Energy Experience Hall has become a popular attraction, with 15,000 visits to its WeChat mini-program and 9,583 on-site visitors in 2025, promoting awareness of green energy [12]. - The experience hall features interactive displays and real-time carbon management data, allowing visitors to understand the processes behind achieving "zero carbon" [11]. Group 5: Future Plans and Developments - Future plans for the Orange Isle include the establishment of a Zero Carbon Power Service Station and the replacement of traditional boats with new energy vessels to further reduce carbon emissions [12]. - The overall construction of the "三区三厅" is progressing, with additional exhibition halls set to open, contributing to Hunan's goal of becoming a regional power exchange hub [13].

国家能源局1月30日举行季度例行新闻发布会，介绍全国能源形势等情况。 国家能源局发展规划司副司长邢翼腾表示，2025年我国能源供应保障能力有效提升，供需总体宽松，行 业健康有序发展，新型能源体系建设基础持续夯实，助力我国经济持续回升向好。 可再生能源年发电量超过欧盟27国用电量之和 "2025年是'十四五'以来能源保供成效最好的一年。"邢冀腾说。 数据显示，全年规上工业原煤产量同比增长1.2%，油、气产量双创历史新高，规上工业原油、天然气 产量分别同比增长1.5%和6.2%。一批特高压直流输电工程投产送电，电力系统互补互济水平持续提 升。 "1月27日，全国统调电厂电煤库存2.2亿吨，可用26天，秦皇岛港5500大卡动力煤长协价格684元/吨，环 渤海港口5500大卡动力煤现货价格694元/吨，迎峰度冬煤炭供应基础坚实可靠，市场运行平稳有 序。"刘明阳介绍。 油气供应总体平稳。进入采暖季以来，国家发展改革委、国家能源局已联合启动天然气保供日报告制度 和周例会会商机制。截至1月27日，全国采暖季天然气累计消费量1195.2亿立方米，同比增长4.6%，国 产气和进口管道气维持高位平稳运行，地下储气库和沿海LNG接 ...

以"项目试点"推进创新融合。41个项目、9个区域开展能源领域氢能试点工作，推动氢能"制储输用"全 链条协同发展;国家重点研发计划"氢能技术"重点专项接续实施，累计发布5批次共27项氢能领域首台 (套)技术装备名单，推动首台(套)装备推广应用。 以"标准建设"筑牢体系基础。全国氢能信息平台建设运行工作持续推进，组建能源行业氢能领域标准化 技术委员会，推动《清洁低碳氢评价标准》等行业标准编制，进一步发挥标准的基础性、引领性作用。 "'十五五'期间，国家能源局将与国家发展改革委等有关部门通力协作，强化产业规划引领，加大政策 支持力度，加强核心技术攻关，推进氢能试点，健全标准认证体系，深化国际交流合作，大力培育氢能 未来产业。"边广琦说。 1月30日，国家能源局能源节约和科技装备司副司长边广琦在国家能源局例行新闻发布会上介绍，截至 2025年底，我国可再生能源制氢项目累计建成产能超25万吨/年，较上年实现翻番式增长。氢能生产— 储运—应用产业流程逐步贯通，一批重大技术装备取得新突破。 党的二十届四中全会将氢能列为未来产业重要方向，将推动氢能等产业成为新的经济增长点。氢能作为 未来国家能源体系的重要组成部分，在新型电力 ...

新机制体现市场化导向，通过市场发现抽水蓄能功能价值，激发市场竞争活力。一是新机制积极推动抽 水蓄能通过市场实现价值，电站自主参与电能量、辅助服务等市场，获得的市场收益按比例由电站分 享。目前，全国统一电力市场已经初步建成，随着电力市场持续健全，市场规则逐渐完善，市场产品不 断丰富，市场将充分反映并实现抽水蓄能功能价值。二是新机制引导抽水蓄能电站提高市场能力，新机 制下，电站收益主要来源于市场竞争，高市场收益依靠高市场能力创造，对市场主体增强市场意识、响 应市场需求、精准预测市场价格提出了更高要求，有利于引导全行业提升经营管理水平、加强技术创 新，打造核心市场竞争力。三是新机制有效引导抽水蓄能精益管理，新机制创新设置省级统一容量电价 机制，633号文件出台后开工建设的增量电站，由省级价格主管部门按经营期内基本回收平均成本的原 则，对标行业先进水平，制定统一容量电价，有利于激励投资主体通过精选站址、优化设计、强化集约 管控等方式主动控制造价、运维成本，提升抽水蓄能电站经营管理效率效益，同时节约社会资源，普惠 终端用户，共享发展成果。 抽水蓄能作为电网安全稳定的调节单元、电力保供转型的调节资源，提供公共性普惠服务， ...

Core Viewpoint - The successful installation of the last wind turbine blade at the world's highest wind power project in Tibet marks a significant achievement in overcoming extreme environmental challenges and showcases innovative construction techniques in high-altitude conditions [1][2][3]. Group 1: Project Overview - The project, located at an altitude of 5,370 meters, consists of 12 wind turbines with a total capacity of 60 megawatts [1]. - The construction faced severe challenges, including low oxygen levels (57% of that at sea level), temperature fluctuations exceeding 20 degrees Celsius, and a total elevation gain of 1,670 meters on site [1]. Group 2: Innovative Construction Techniques - The project team developed specialized construction techniques suitable for high-altitude environments, including the disassembly and transport of large equipment to mitigate transportation challenges [1]. - A unique single-blade hoisting technique was implemented, which reduced the operational footprint by approximately 66% and increased the effective wind speed limit for operations to 10 meters per second [3]. Group 3: Environmental Considerations - The project emphasized ecological protection, implementing a systematic ecological restoration process that included careful handling of vegetation and ongoing monitoring to ensure the health of the local ecosystem [5]. - As of now, the project has restored 360,000 square meters of vegetation and laid protective netting over 120,000 square meters to prevent soil erosion [5]. Group 4: Future Directions - The companies involved, China Power Construction Kunming Institute and China Aneng Group Third Engineering Bureau, aim to continue leveraging their expertise in clean energy to promote technological innovation and ecological protection, contributing to the development of a new energy system and green low-carbon growth [6].

Core Viewpoint - The establishment of a national unified capacity pricing system for electricity generation is crucial for ensuring the development of regulating power sources, which are essential for the stability of the new power system and achieving energy security and carbon neutrality goals [2][13]. Group 1: Development of Renewable Energy and Challenges - The rapid growth of wind and solar energy in China has injected strong momentum into the construction of a green production and lifestyle, but their inherent intermittency poses significant challenges to the stable operation of the power system [2][3]. - By the end of 2025, China's installed power capacity is expected to reach 3.8 billion kilowatts, with renewable energy accounting for 1.8 billion kilowatts, representing 47.4% of the total [3]. Group 2: New Capacity Pricing Mechanism - The new policy introduces a reliable capacity compensation mechanism to support regulating power sources, which have been limited by insufficient cost recovery expectations under the traditional pricing system [4][5]. - The new capacity pricing mechanism will optimize existing policies for coal, gas, and pumped storage, while establishing a unified capacity pricing standard for new energy storage for the first time [5][6]. Group 3: Benefits for New Energy Storage - New energy storage is expected to become the largest beneficiary of the capacity mechanism, with its installed capacity projected to exceed 140 million kilowatts by December 2025, surpassing pumped storage [7][8]. - The policy clarifies that new energy storage can receive capacity price support based on its peak load support capability, enhancing its role in the power system [8]. Group 4: Support for Pumped Storage - The new policy provides a clear transitional arrangement for pumped storage, allowing projects initiated before the new regulations to continue under the previous pricing mechanism, thus stabilizing their profitability expectations [9][10]. - The capacity price for pumped storage projects is expected to be around 600 yuan per kilowatt per year, with additional market revenues from energy and ancillary services [10]. Group 5: Implementation of Supporting Policies - The new policy standardizes the charging and discharging prices for energy storage, ensuring a unified approach across regions, which enhances the economic viability of energy storage projects [11]. - It also clarifies the cost-sharing rules for regional shared pumped storage projects, facilitating collaborative construction of regulating capabilities across provinces [11][12]. Group 6: Local Government Responsibilities - The new policy shifts responsibilities to provincial governments for project approval and capacity pricing, encouraging them to balance effective investment with electricity cost control [12][13]. - This decentralized approach aims to foster local solutions that align with regional resources and development stages, promoting a more tailored energy strategy [12].

我国电力市场化交易占比再创新高 "2025年，全国电力市场交易电量规模再创新高，全年累计完成交易电量6.64万亿千瓦时，同比增长 7.4%。市场化交易电量占比持续提升，占全社会用电量比重64.0%。"在1月30日召开的国家能源局季度 例行新闻发布会上，国家能源局市场监管司副司长王云波介绍说。 每3度电有2度"市场定"，意味着什么？ 这意味着，全社会用电量中，每3度电就有2度是通过市场化交易完成的。其背后是电力体制改革向纵深 推进，市场在资源配置中决定性作用日益增强的深刻变革。 市场化交易成电力运行"主频道" 变革源于机制革新。 2025年，省级现货市场连续运行基本全覆盖，电力中长期市场实现持续运营，市场交易机制愈发灵活高 效。新能源全面参与市场，注册主体突破100万家，市场活跃度持续攀升。 更引人注目的是跨省跨区交易的突破。 王云波表示，2025年，跨省跨区交易电量达1.59万亿千瓦时，创历史新高，增速高于全国市场交易电量 平均水平4.2个百分点。南方区域电力市场启动连续结算运行，长三角电力市场和东北、西北、华中等 区域省间电力互济交易机制不断完善。"三北"地区跨区外送通道度夏高峰时段全部满送，省间现货市场 ...

Core Viewpoint - The commencement of the 500 kV Ouhai substation's 220 kV distribution facility renovation project in Wenzhou marks a significant advancement in the upgrade of the Wenzhou power grid, addressing aging equipment and site settlement issues [1] Group 1: Project Overview - The renovation project is a key initiative for the Wenzhou power grid's "14th Five-Year Plan" and represents the first overall renovation of a 500 kV substation's 220 kV section under local management of ultra-high voltage [1] - The project aims to replace outdoor AIS equipment with indoor GIS equipment, construct new relay protection rooms, and replace concrete structures with hot-dip galvanized steel pipe structures [1] Group 2: Challenges and Solutions - The existing 500 kV Ouhai substation has been in operation for over 20 years, facing issues such as equipment aging and uneven site settlement [1] - The renovation includes comprehensive flood control measures, such as wall renovations, site elevation, and increased capacity for rainwater pump wells to address operational pain points [1] Group 3: Implementation Strategy - To ensure safe and efficient project execution, the company has established a full-chain support system and formed a special renovation team [1] - A customized temporary relocation plan for 16 circuits of 220 kV power supply lines has been developed, utilizing innovative methods such as equipment relocation within the station and external connections to balance renovation and power supply needs [1]