Group 1 - The recent cold wave in Jilin Province has led to extremely low temperatures, with some areas experiencing temperatures as low as -40 degrees Celsius, resulting in a significant increase in electricity demand and load [1] - On January 21, the maximum electricity load in Jilin reached 16.021 million kilowatts, a year-on-year increase of 19.8%, while on January 19, the electricity consumption hit 37.5296 billion kilowatt-hours, up 29.5% year-on-year, both setting historical records [1] - The State Grid Jilin Electric Power Company has initiated emergency responses and implemented measures to ensure electricity supply, including load forecasting and market electricity purchases to support peak demand [1] Group 2 - Jilin Electric Power is utilizing new energy storage resources and electric heating facilities to enhance supply and heat assurance, with maximum discharge power from storage reaching 130,000 kilowatts and electric boiler load at 1.38 million kilowatts [2] - The company is closely monitoring heavy-load equipment to prevent overload and voltage issues, while increasing inspection frequency of oil and gas equipment due to the impact of low temperatures [2] - Jilin Electric Power is improving emergency response plans and focusing on equipment operation under adverse weather conditions, including snow and ice, to ensure reliable performance during the cold wave [2]

责任编辑：王奕博 在贵州毕节，大部分地区进入"冰冻"模式后，取暖用电设备大量启用，带动负荷持续攀升。南方电网贵 州毕节赫章供电局总经理李刚表示，随着28万务工人员归乡，将进一步推高用电负荷，当地供电局紧锣 密鼓冲刺迎峰度冬工作，确保春节用电高峰"不掉链"，让居民取暖、家电运转"电力十足"。 截至1月23日17时，南方电网已实现200余户受影响用户全部恢复供电，覆冰线路降至85条，主要集中在 贵州遵义、云南昭通、广西桂林等区域。到1月23日20时，南方电网结束四级应急响应。 连日来，新一轮寒潮强势"控场"南方，中国南方电网有限责任公司经营区域部分高寒山区输电线路遭遇 覆冰"围攻"。南方电网闻令而动，启动低温雨雪冰冻灾害四级应急响应，出动4600多人次开展融冰工 作，累计对95条线路开展融冰，及时消除电网运行风险，有力保障了电网安全和电力可靠供应。 受寒潮侵袭较为严重的广西桂林，电网最高负荷出现在1月21日、22日，日均突破300万千瓦，连创历史 新高。广西电网电力负荷在22日晚创下历史新高，达3595.4万千瓦。 ...

Core Viewpoint - The key to building a strong energy nation in China lies in overcoming the bottleneck of grid stability and constructing a new energy system, focusing on seven types of infrastructure development [1]. Group 1: Infrastructure Development - The seven types of infrastructure include: flexible and clean transformation of coal power; large-scale energy storage to reduce costs; development of charging facilities and "vehicle-grid interaction"; enhancement of grid intelligence through artificial intelligence; construction of transmission channels for renewable energy bases in the west; resource-oriented energy consumption; and deepening market reforms to establish a unified national carbon market and green electricity market [1][2]. Group 2: Coal Power Transformation - Clean and flexible coal power is a solid support and important infrastructure for the new energy system, with a significant decline in operating hours for coal power due to its role in supporting grid stability [2]. Increasing coal power utilization hours to 5,500 could match current wind and solar generation levels [2]. Group 3: Energy Storage - The cost reduction effect from advancements in energy storage technology is diminishing, necessitating economies of scale for future cost reductions, particularly for grid-side energy storage [3]. While coal power has lower short-term costs, its long-term costs are rising, whereas large-scale energy storage costs are expected to decrease over time [3]. Group 4: Electric Vehicle Infrastructure - The rapid increase in electric vehicle adoption necessitates widespread charging infrastructure, with projections indicating that by 2025, the penetration rate of new energy vehicles will exceed 50% [4]. This infrastructure will allow for flexible charging times, leveraging peak and off-peak electricity prices [4]. Group 5: Artificial Intelligence in Energy - Artificial intelligence enhances the intelligence of the grid, improving the efficiency of matching electricity supply and demand, and enabling real-time monitoring and dynamic optimization of the entire energy production, transmission, and consumption process [5]. Group 6: Renewable Energy Bases and Transmission - The construction of large-scale renewable energy bases in the west and transmission channels to the eastern load centers is crucial, with anticipated high costs for long-distance transmission [6]. Two main transmission routes are expected to connect the west and east, focusing on wind, solar, and hydrogen energy [6]. Group 7: Resource Optimization in Energy Consumption - Viewing energy consumption as a vital resource allows for economic benefits through optimized resource allocation, including virtual power plants and load aggregation platforms [7]. Enhancing existing system capacity and scheduling efficiency can help meet energy supply demands without relying solely on new energy sources [7]. Group 8: Market-Oriented Energy Reforms - The establishment of a unified national energy market, including carbon trading, green electricity, and green certificates, is essential for supporting new energy infrastructure [8]. These reforms aim to enhance market competitiveness and adapt to dynamic energy changes, with the potential for residential electricity price reforms as electric vehicle adoption increases [8].

随着国家能源战略的深化推进和"双碳"目标的全面落实，我国电力基础设施建设迈入高质量发展新阶 段。2026年初，中国电力建设集团（以下简称"中国电建"）、中国能源建设集团（以下简称"中国能 建"）和中国安能建设集团（以下简称"中国安能"）相继召开2026年度工作会议，系统总结了"十四 五"发展成就，并公布了面向"十五五"的战略蓝图。 从披露的数据与规划看，新能源业务、境外业务与新兴业务已成为行业增长的三大支柱——新能源电力 业务特别是新能源与抽水蓄能持续领跑，境外市场拓展步伐加快，而以储能、综合智慧能源、数字基建 为代表的新兴业务迅猛增长，共同推动能源电力基建央企在结构优化中实现稳步跃升。 新能源业务、境外业务与新兴业务已成行业增长三大支柱 就在上周，中国电建、中国能建相继披露2025年新签合同额。中国电建全年新签合同总额达13332.83亿 元，同比增长4.93%；中国能建全年新签合同额14493.84亿元，同比增长2.88%，两家企业均保持良好增 长态势。 两家央企新签合同额增速与上年相比有所放缓。"十四五"以来，两家央企签约额增速经历了抛物线走 势。需要看到的是，近两年来增速放缓的背后是结构性跃升。 新能 ...

从用户侧视角来看，价格传导机制体现了电力市场的稳定性。用户电费由中长期合同、现货偏差、输配 电价等多部分构成。当前用户侧中长期合同覆盖率超过90%，现货市场短期低价对终端用户综合用电成 本的影响处于可控范围。 充分发挥现货市场发现价格、调节供需的关键作用，是加快全国统一电力市场建设的关键一环，也是促 进能源高质量发展的重要举措。 2025年12月，黑龙江电力现货市场出清价格出现阶段性低位现象，实时市场连续71.75小时出清价格为 零电价。目前，在中长期市场的"压舱石"作用下，黑龙江电力现货市场运行整体平稳，电力供应保持稳 定。 零电价不等同于零电费，为何出现零电价？这一现象背后成因是什么？如何客观看待现货市场出清价格 阶段性低位？后续黑龙江电力现货市场建设重点在哪？ 多重因素作用下的 正常市场反应 黑龙江电力现货市场自2025年8月起持续开展连续结算试运行。过去一年，东北区域电力市场通过构建 政企协同、厂网协同的高效机制，成功应对多次极端天气带来的电力保供挑战。同时，区域省间互济交 易稳步推进，交易模式与机制实现创新突破，日前、实时短期互济交易机制落地实施，交易频次从"每 年百次"跃升至"每日百次"，跨区域电 ...

截至1月23日17时，南方电网已实现200余户受影响用户全恢复供电，覆冰线路降至85条，主要集中在贵州遵义、云南昭通、广西桂林等 区域。到1月23日20时，南方电网结束四级应急响应，转而聚焦线路隐患排查治理和客户服务，为春运、春节保供电"攻坚战"蓄力。 作者：李东海 黄勇华 高亮 谢婧繁 连日来，新一轮寒潮强势"控场"南方，南方电网经营区域部分高寒山区输电线路遭遇覆冰"围攻"。南方电网闻令而动，启动低温雨雪冰 冻灾害四级应急响应，出动4600多人次开展融冰工作，累计对95条线路融冰，及时消除电网运行风险，有力保障了电网安全和电力可靠 供应。 受寒潮侵袭较为严重的广西桂林，电网最高负荷出现在1月21日、22日，日均突破300万千瓦，连创历史新高。广西电网电力负荷在1月22 日晚创下历史新高，达3595.4万千瓦。 在贵州毕节，大部分地区进入"冰冻"模式后，取暖用电设备大量启用，带动负荷持续攀升。南方电网贵州电网毕节赫章供电局总经理李 刚表示，随着28万务工人员归乡，将进一步推高用电负荷，当地供电局紧锣密鼓冲刺迎峰度冬工作，确保春节用电高峰"不掉链"，让居 民取暖、家电运转"电力十足"。 ...

为实现直流电压下前所未有的安全稳定运行，团队攻克了核心绝缘材料与电荷控制两大世界性难题：自 主研制的高性能环氧复合材料，从材料源头抑制了电荷积聚；同时，一套系统性的金属微粒抑制方案， 彻底"驯服"了直流电场下微粒的"跳跃"与吸附风险，确保了长期运行的绝对可靠。 据悉，这条"电力超级管道"的首秀舞台已选定为南网超高压公司金中直流工程桂中换流站，挂网试运行 即将启动。 南方电网超高压输电公司1月21日宣布，被誉为"电力超级管道"的全球首条±550千伏直流气体绝缘金属 封闭输电线路（GIL）已进入投运样机的装配阶段。 该条输电线路由南网超高压输电公司、清华大学、江苏珐斯通公司联合研制，于2025年12月27日在江苏 扬州顺利通过全套型式试验权威鉴定，被认定为世界首台、技术国际领先。这一重大突破，标志着我国 在高端直流输电装备领域再添一项"大国重器"，也为改变我国远距离能源输送格局迈出关键一步。其单 回输电容量高达500万千瓦，足以满足一座超大型城市或约600万户家庭的年度用电需求。该条GIL能够 敷设于地下管廊或隧道中，直面高寒、高海拔、强震区等复杂环境。 ...

Core Insights - The first V2G (Vehicle-to-Grid) technology charging station project in Pu'er City, Yunnan Province, has been completed and put into operation, marking a new phase in the development of charging infrastructure for new energy vehicles in the region [1] - The project is implemented by the Southern Power Grid Yunnan Pu'er Power Supply Bureau and is strategically located near key areas such as the Pu'er National Unity Park, residential areas, and schools, effectively covering high-frequency scenarios for public transportation [1] Project Details - The project includes the construction of 14 charging stations with a total charging capacity of 1494 kW, featuring 2 V2G charging stations that can accommodate both 750V and 1000V voltage [1] - These charging stations can efficiently charge multiple new energy vehicles simultaneously and are capable of participating in the orderly charging and discharging scheduling of the power grid [1] Economic Benefits - The average profit from a single charge and discharge cycle for new energy vehicles is approximately 30 yuan, with potential earnings reaching around 70 yuan when utilizing optimal peak and off-peak pricing strategies [1] - The charging stations effectively turn each electric vehicle into a micro "mobile energy storage station," allowing vehicle owners to reverse the stored energy back to the grid during peak load times, thus capitalizing on the price differences between peak and off-peak electricity [1]

1月20日，在安徽省滁州市南谯区500千伏同乐变电站内，一台5G智能机器人与运维人员在零下4摄氏度 低温下对变电主设备进行巡检。这种5G智能巡检机器人拥有红外测温仪、可见光摄像机和DeepSeek大 模型等高科技装备，不受暴雪、极寒等恶劣天气影响，可辅助人工实现24小时不间断巡视检查。 ...

1月20日，随着最后一榀重达36.6吨的主变构架横梁在45米高空精准落位，由国网冀北北京送变电有限 公司承建的怀来1000千伏特高压变电站构架吊装工程圆满收官。这座承载着京津冀电网协同发展使命的 能源枢纽，在张家口地区极端严寒与频发大风的双重考验下，成功搭建起坚强的"钢铁骨架"，为后续电 气设备安装奠定了坚实基础。 ...