8月7日，山东省发展改革委、山东能源监管办、山东省能源局印发《山东省新能源上网电价市场化改革 实施方案》（以下简称《实施方案》）。紧随其后，8月8日，《山东省新能源机制电价竞价实施细则》 （以下简称《实施细则》）正式出台，这是我国首个机制电价竞价实施细则。 新能源上网电价全部由市场形成 近日，新能源大省山东连续出台多项政策文件，落实国家发展改革委、国家能源局《关于深化新能源上 网电价市场化改革 促进新能源高质量发展的通知》（发改价格〔2025〕136号，以下简称"136号文"） 要求，在深化新能源上网电价市场化改革上迈出实质性步伐。 作为绿色低碳高质量发展先行区，山东在推动新能源高质量发展上持续发力。"十四五"以来，山东新能 源和可再生能源装机规模以年均25%的速度快速增长，2024年6月便成为东部沿海首个装机破亿的省 份，光伏发电装机连续8年稳居全国首位。截至2024年底，山东新型储能在运规模达到717.7万千瓦，超 前完成"十四五"规划目标。 在全国统一电力市场加快建设的背景下，按照136号文"价格市场形成、责任公平承担、区分存量增量、 政策统筹协调"的要求，《实施方案》明确，推动新能源上网电价全部由市场 ...

——西藏自治区成立60周年电网发展成就综述 次吉美朵 六十载砥砺奋进，一甲子沧桑巨变。在党中央的亲切关怀和全国各族人民的大力支持下，西藏从落后走 向进步，从贫穷走向富裕，从封闭走向开放，西藏经济社会实现了跨越式发展，取得了举世瞩目的成 就。 辉煌六十载，美丽新西藏离不开电力事业的强力支持。西藏电网以钢铁脊梁扛起经济发展重任，用光明 动脉激活高原生机，在苍茫天地间镌刻下属于新时代的壮丽史诗，向着建设社会主义现代化新西藏的征 程昂首阔步，砥砺前行。 "大网电"攀上世界屋脊 "奇迹工程"架起坚强电网 藏区发展动力十足 在阿里地区普兰县，达瓦洛珠点亮房间里的灯泡，满脸幸福地说："这几年用上了大网电，生活也被照 亮了！"这曾是他难以想象的场景。 阿里地区距离拉萨足足有1500多千米，路程为平均海拔4500米以上的高原。这样遥远的距离、恶劣的条 件，让阿里地区的电网长期处于孤网运行状态。直到阿里联网工程投运，这一情况才得到根本性改变。 这条被称为"电力天路"的奇迹工程，是西藏最重要的主干电网之一。 高原有了新希望 1月7日，西藏定日发生6.8级地震。当日中午，定日县城恢复供电；当日晚，地震震中所在的定日县长 所乡恢复供电 ...

特变电工拟发行80亿元可转债投建煤制天然气项目 8月19日，特变电工股份有限公司（以下简称"特变电工"）公告，拟向不特定对象发行不超过80亿元 （含本数）可转换公司债券，募集资金扣除发行费用后全部用于准东20亿Nm3/年煤制天然气项目，项 目总投资170.39亿元。 特变电工表示，煤制天然气项目是公司主营业务的延伸。本项目所需的主要原材料煤炭由自有煤矿通过 输煤廊道直接运输进厂，实现煤炭资源就地转化，可有效提升煤炭业务附加值，对公司煤炭业务的高端 化转型具有重要的示范、引领意义，有助于抓住行业发展机遇，增强盈利能力。 不过，对投资者而言，本次发行存在即期回报被摊薄的风险。 特变电工提示，在本次发行完成后、转股前，若募集资金运用带来的盈利增长无法覆盖需支付的债券利 息，将使公司的税后利润面临下降的风险；转股后，股本总额相应增加，但由于募投项目效益显现需要 一定的周期，在营业收入及净利润没有立即实现同步增长的情况下，本次发行的可转债转股可能导致转 股当年每股收益、净资产收益率较上年同期下降，公司短期内存在业绩被摊薄的风险。 此外，本次可转债设有转股价格向下修正条款，在该条款被触发时，特变电工可能申请向下修正转股价 ...

"绿钥"破局启新程 ——从亿纬锂能看锂电池产业"绿能突围" 近年来，国际绿色贸易壁垒持续抬高，中国锂电池企业出海普遍面临挑战。面对关税政策带来的不确定性压力，如何坚定发展信心、叩开世界市场之门？ 惠州亿纬锂能股份有限公司（以下简称"亿纬锂能"）给出了这样的答案。 用绿色实践打通出海航路 随着欧盟碳边境调节机制(CBAM)、《欧盟电池和废电池法规(EU)2023/1542》（以下简称"欧盟电池法"）等政策措施对中国产品出口提出更高的标准与要 求，新三样行业中的锂电池首迎"碳门槛"。 "欧盟电池法碳追溯范围已扩展至上游矿产。不过，尽管海外壁垒不断升级，亿纬锂能仍已通过'穿透式减碳'，推动产品全生命周期合规性领先。"亿纬锂 能ESG双碳部总经理肖忠湘告诉记者。 ▲亿纬锂能外景 以绿色发展锻造出海航路。去年，亿纬锂能自发绿电1.05亿千瓦时，用电不足部分借助外购绿电、可再生能源绿色电力证书（以下简称"绿证"）不断提升 产品绿色浓度，年度绿证采购量已达企业总用电量的15%，登上粤港澳绿色电力（绿证）消费百强企业榜单。 "在全球绿色低碳发展大势下，采购绿证一方面源于履行ESG责任、响应国家'双碳'目标，另一方面，就是为了 ...

Core Viewpoint - China Energy Construction has achieved significant technological advancements by developing the world's largest artificial cavern gas storage test platform, setting five world records in the process [1] Group 1 - The newly developed gas storage sealing circulation test has reached a world record pressure level of 18 MPa, marking a successful verification of the complete technology [1] - The company has set records in cavern size, pressure, pressure differential, gas loss rate, and stability, addressing global challenges in high-pressure, multi-medium, long-cycle gas storage safety and economics [1] - This achievement is considered a pinnacle of technological advancement, referred to as "the peak of technology" [1]

8月19日，华电辽宁能源发展股份有限公司（以下简称"华电辽能"）发布《关于增资建设一体化联营项目的公告》，宣布拟向全资子公司丹东金山热电有 限公司和华电（丹东）海上风电有限公司增资，建设热电联产与海上风电一体化联营项目。 该项目动态投资228.81亿元，静态投资224.58亿元，项目资本金49.06亿元。其中，热电联产项目动态投资33.01亿元，静态投资32.07亿元，华电辽能将向 丹东热电公司增资9.90亿元；海上风电项目动态投资195.80亿元，静态投资192.51亿元，华电辽能将向丹东海风公司增资39.16亿元。 ● 重要内容提示: 1. 增资标的名称。华电辽宁能源发展股份有限公司(以下简 称公司）拟向全资子公司丹东金山热电有限公司(以下简称丹东 热电公司)和华电(丹东)海上风电有限公司(以下简称丹东海 风公司)增资建设热电联产与海上风电一体化联营项目(以下简 称本项目、项目)。 据公告，热电联产项目位于辽宁省丹东市振安区同兴镇丹东热电公司一期东侧预留场地，将建设1×66万千瓦超超临界热电联产机组，同步建设烟气脱 硫、脱硝、除尘装置，通过新建单塔双回220千伏线路送至丹东北变电站。 海上风电项目位于辽宁 ...

Core Insights - The report highlights Jiangsu's significant growth in new energy storage capacity, ranking first in the Yangtze River Delta and fourth nationally, with a total installed capacity of 7.26 million kilowatts, a year-on-year increase of 104% as of June 30 this year [1] - New energy storage is crucial for energy security and the green transition, acting as a "super power bank" to balance electricity supply and demand [1] Group 1: Storage Technology Overview - Energy storage is categorized into pumped storage and new energy storage, with pumped storage being the most mature and economically viable technology for large-scale development [2] - Jiangsu's geographical limitations hinder the development of pumped storage, with an expected installed capacity of 3.05 million kilowatts in 2024, increasing to 3.5 million kilowatts by 2025 [2] - The province's strength lies in its aggregation effect, enabling coordinated dispatch of various new energy storage resources [2] Group 2: Operational Efficiency - Jiangsu Electric has integrated 95 large-scale new energy storage stations into a unified dispatch system, transitioning from independent operations to centralized control [3] - The company aims to increase the grid-connected capacity of independent shared new energy storage to over 8 million kilowatts by 2030 [3] Group 3: Regional Collaboration - Jiangsu has leveraged inter-provincial cooperation to import surplus pumped storage resources from Anhui and Zhejiang, with a total annual electricity supply of approximately 1.15 billion kilowatt-hours from these sources [4] - The newly added pumped storage project in Anhui is expected to generate 1.2 billion kilowatt-hours annually, enhancing renewable energy consumption [4] Group 4: Technological Innovations - Jiangsu is pioneering compressed air energy storage, with the world's largest non-combustion compressed air storage power station in Jintan, capable of storing 480,000 kilowatt-hours of electricity [5] - The project has demonstrated a conversion efficiency exceeding 60% and has responded to peak shaving commands multiple times during the summer months [5] Group 5: Diverse Energy Storage Solutions - Jiangsu is exploring various energy storage solutions to address the challenges posed by the volatility of renewable energy sources, including the first gravity energy storage demonstration project in China [6] - The gravity storage project is designed to convert potential energy into electrical energy with an efficiency of 85% [6] Group 6: User-Side Storage Development - User-side new energy storage projects are proliferating, with notable installations such as a 61,000-kilowatt storage station by Nanjing Iron and Steel Group, the largest of its kind in the country [7] - Smaller distributed storage systems are also emerging, indicating a growing trend in user-side energy storage solutions [7] Group 7: Industry Chain Development - The new energy storage industry in Jiangsu is becoming increasingly integrated, with a projected sales revenue exceeding 200 billion yuan in 2024 [9] - The province is expected to produce one-third of the national lithium battery output, with nearly 2,000 companies holding core invention patents [9] Group 8: Standardization and Future Outlook - The establishment of local standards for energy storage systems and the development of smart energy settlement terminals are enhancing industry regulation [10] - Jiangsu aims to continue fostering innovation in new energy storage technologies through collaboration with research institutions and universities [10]

Core Viewpoint - The "1+6" foundational rule system is established as the core framework for the construction of a unified national electricity market in China, addressing long-standing issues of inconsistent rules and standards, thereby facilitating the efficient flow of electricity resources nationwide [1][2][3]. Summary by Relevant Sections 1. Importance of the "1+6" Rule System - The "1+6" foundational rule system serves as the institutional cornerstone and core structure for the national unified electricity market, addressing fundamental questions about market direction and construction [2]. - It integrates and standardizes key operational rules across various segments such as long-term trading, spot markets, auxiliary services, market registration, information disclosure, and measurement settlement, effectively resolving previous issues of rule disconnection and inconsistent standards [2][3]. 2. Structure of the "1+6" System - The system consists of "1" (the Basic Rules for Electricity Market Operation) and "6" supporting rules, where "1" establishes the fundamental principles and overall framework for market operation, defining the responsibilities and boundaries of market participants [3][4]. - The "6" rules provide detailed regulations for critical market segments, including long-term trading, spot market transactions, auxiliary services, market registration, information disclosure, and measurement settlement, ensuring comprehensive coverage of all trading aspects [4]. 3. Dynamic Interaction of Market Components - The long-term market acts as a stabilizing force, locking in significant portions of electricity transactions through various contract durations, thus providing long-term price signals and stability [5][6]. - The spot market functions as a real-time indicator, reflecting immediate supply and demand conditions, guiding resources to where they are most needed [6][7]. - Auxiliary services serve as a safety net, ensuring the stable and secure operation of the electricity system through market-driven procurement of necessary adjustment services [6][7]. 4. Time and Space Optimization - The dynamic connection between long-term contracts, spot markets, and auxiliary services enables efficient resource allocation across time and space, with long-term contracts transitioning into more precise short-term adjustments as execution approaches [7]. - The spot market's node prices provide locational signals that indicate supply-demand imbalances and network congestion costs, guiding resource movement across regions [7].

Core Viewpoint - The first large-scale lithium-sodium hybrid energy storage station in China has successfully surpassed a discharge and charge volume of 100 million kilowatt-hours, demonstrating the effectiveness of new energy storage technologies in supporting high renewable energy penetration in the power grid [1][3]. Group 1: Project Overview - The Baocai Energy Storage Station, located in Yunnan, was put into operation on May 25, covering an area of approximately 50 acres with a capacity of 200 MW/400 MWh [3]. - Since its commissioning, the station has achieved a total charge and discharge volume of 103 million kilowatt-hours and has been activated 272 times, maintaining a high-frequency operation of "two charges and two discharges" daily [3]. Group 2: Technological Innovations - The Baocai Energy Storage Station is a pilot demonstration project that compares the performance of lithium and sodium energy storage materials and employs five differentiated energy storage technology routes [5]. - It features the world's first grid-type sodium-ion energy storage system and the largest single high-voltage direct-connected grid-type energy storage system, contributing to the advancement of energy storage technologies in China [5]. Group 3: Market Context and Future Prospects - Currently, lithium-ion battery storage accounts for 96% of newly built energy storage projects in China, while sodium-ion battery storage is less than 1%, indicating a significant potential for sodium-ion technology due to its superior performance, abundant resources, and lower costs [5]. - The Baocai Energy Storage Station's sodium-ion battery system can operate in various modes, including slow charge and discharge, fast charge and slow discharge, and fast charge and discharge, providing empirical support for the transition from lithium to sodium energy storage technologies [5]. Group 4: Operational Significance - The station plays a crucial role in stabilizing the power grid, especially during peak summer loads, by providing the equivalent of 400,000 household air conditioners' worth of regulation capacity [3]. - With Yunnan's renewable energy installed capacity exceeding 68 million kilowatts and a penetration rate nearing 70%, the Baocai Energy Storage Station serves as an important experimental platform for high renewable energy penetration in the power grid [6].

Core Viewpoint - China Dongfang Electric Corporation (东方电气) is committed to the "Two Mountains" concept, focusing on technological innovation and practical exploration to promote green development in the energy equipment sector [1][10]. Group 1: Wind Power Innovations - The 18 MW offshore wind turbine developed by Dongfang Electric has achieved 100% localization of core components, generating an annual output of 72 million kWh, and has been recognized as one of the "Top Ten National Key Equipment" in 2023 [2]. - The 18 MW offshore wind turbine reduces carbon dioxide emissions by 59,000 tons annually, equivalent to the carbon absorption of 3.22 million trees [3]. - The company is also developing a 26 MW offshore wind turbine, which has been selected for recognition in 2024 [2]. Group 2: Hydropower Achievements - The Baihetan Hydropower Station, equipped with Dongfang Electric's turbine generators, reduces carbon emissions by approximately 52 million tons annually, showcasing a dual benefit of power generation and ecological protection [4]. - Dongfang Electric's turbine generators have set a world record for single-unit capacity at the million-kilowatt level and have overcome over 40 technical challenges in hydropower development [3]. Group 3: Nuclear Power Contributions - Dongfang Electric's nuclear turbine generator at the "Hualong One" nuclear power plant has supported over 150 billion kWh of clean electricity generation while preserving a nearby 120-acre mangrove forest [5][6]. - The project has replaced approximately 45 million tons of standard coal with clean energy, demonstrating a commitment to ecological preservation [6]. Group 4: Solar and Hydrogen Energy Projects - The 50 MW solar thermal power demonstration project in Qinghai, developed by Dongfang Electric, can generate nearly 200 million kWh annually, saving 60,000 tons of standard coal and reducing CO2 emissions by 100,000 tons [7]. - In Tibet, Dongfang Electric has tested a 200 kW fuel cell system for heavy-duty vehicles in extreme conditions, validating its reliability and performance [8]. Group 5: Energy Storage Solutions - Dongfang Electric's energy storage technology has been implemented in a 1 million kW mountain wind power project in Xinjiang, enhancing the local renewable energy consumption capacity [8]. - The project includes a complete lithium iron phosphate battery storage system, which has successfully passed rigorous testing [8]. Group 6: International Initiatives - Dongfang Electric's first overseas BOT project, the Nam Ou River 1 Hydropower Station in Laos, has improved local living conditions through ecological restoration and community services [9]. - The company emphasizes the integration of ecological protection and social development in its international projects, reflecting the global significance of the "Two Mountains" concept [9][10].