Industry News - The "Regulations on Planning, Construction, and Operation Management of Oil and Natural Gas Infrastructure" will take effect on January 1, 2026, after being approved on October 28, 2025 [4] - In October 2025, the industrial power generation reached 800.2 billion kilowatt-hours, a year-on-year increase of 7.9%, accelerating by 6.4 percentage points compared to September [4] - The cumulative industrial power generation from January to October 2025 was 8,062.5 billion kilowatt-hours, with a year-on-year growth of 2.3% [4] Corporate News - The Central Environmental Protection Inspection Team will conduct inspections on China Huadian, State Energy Group, and China Coal [4] - State Power Investment Corporation's A-share listed company, Power Investment Energy, plans a major asset restructuring to acquire 100% equity of Baiyinhua Coal Power for 11.149 billion yuan, which is expected to significantly enhance its revenue and profit scale [4] Local News - Beijing has added 696 megawatts of heating capacity for the winter heating season, with smart heating covering nearly 100 million square meters [7] - All venues in the Shenzhen competition area of the 15th National Games will use green electricity, reducing carbon emissions by approximately 50,000 tons [7] International News - South Korean President Lee Jae-myung apologized for the Ulsan power plant collapse, which resulted in the deaths of seven workers [9] - Russia's Lukoil is seeking new buyers for its overseas assets as U.S. sanctions are set to take effect on November 21 [9] - Ukrainian President Zelensky announced a comprehensive reform of state-owned energy companies, including financial audits and management restructuring [10]

【东方电气成立新公司】11月13日，东方电气集团在蓉举办新一代煤电升级改造技术交流会，全面展示 在高效清洁、灵活调节与智能运行等领域的最新实践，并正式揭牌成立东方电气集团电力工程设计有限 公司。此次揭牌，标志着东方电气集团正式打造电站服务耦合综合能源产业发展平台，将为我国能源发 展转型提供更具系统性、创新性的解决方案。#能源高质量发展# ...

近日，国网安徽省电力有限公司数字化部联合安徽信通公司，依托数字化手段，全面赋能数字化项目全 过程管理。经过近5个月的集中攻坚，第一阶段流程线上化任务已圆满完成，实现了数字化项目"需求提 报—采购执行—过程管理—验收结算"前中后期全流程贯通，高效贯彻落实了"一屏通办"、开展全流程 监控等总部最新项目管理要求。 该项赋能行动显著提升了项目管理各环节的业务办理效率和跨部门协同水平，有效解决了长期以来"人 员跑腿多、签字盖章难"等基层痛点问题。电子签章线上化，项目竣工结算表、建设内容完成确认单等 各项工单已累计完成673个，审批效率从"天级"缩短到"小时级"，效率提升80%以上；业务流程线上 化，随着验收归档、结算审计等功能的广泛应用，业务流程更加公开、透明，全过程留痕杜绝了推诿扯 皮、"各说各话"等情况的发生。 接下来，数字化部将持续协同信通公司加快赋能行动建设，深化成果应用总结，重点推进项目管理工具 与IRS微应用数据同源贯通、数据智能稽核等工作，不断提升公司数字化项目管理的智慧化水平。 ...

Industry News - The National Energy Administration released the monitoring and evaluation results for renewable energy power development in 2024, indicating that by the end of 2024, the cumulative installed capacity of renewable energy in China will reach 1.889 billion kilowatts, a year-on-year increase of approximately 24.4%, accounting for about 56.4% of total power installed capacity [2] - The Ministry of Industry and Information Technology announced a "14th Five-Year" special plan to promote the development of the new battery industry, highlighting that China's power battery industry has achieved rapid development with key core technologies making significant breakthroughs, particularly in energy density exceeding 300 watt-hours per kilogram and average range exceeding 500 kilometers [2] - The world's largest liquid air energy storage demonstration project has entered the commissioning phase, located in Qinghai Province with a capacity of 60,000 kilowatts and 600,000 kilowatt-hours, and is equipped with 250,000 kilowatts of photovoltaic power [3] - All solar photovoltaic power stations in the 35-megawatt project aided by China in Cuba have been connected to the grid, expected to save Cuba 18,000 tons of imported fuel annually [3] Company News - The world's largest 5,000-square-meter high-altitude wind power capturing umbrella has successfully completed its test in Inner Mongolia, marking a significant step in the engineering application of high-altitude wind power generation technology [4] - China Huaneng Group has successfully operated its first anion exchange membrane (AEM) water electrolysis hydrogen production system, completing a 72-hour continuous full-load test run, marking a breakthrough in domestic hydrogen production technology [6] - The State Energy Group launched a new model for "intelligent remote distributed evaluation" in the bidding process, aimed at addressing pain points in the bidding market and promoting healthy development [8] - Tsinghua University and Shanghai Electric Group established a joint research institute focusing on advanced manufacturing and low-carbon energy technologies, enhancing collaborative innovation [8] Local News - Inner Mongolia released a comprehensive plan for ecological safety, setting 22 indicators across three phases (2027, 2030, 2035) to promote ecological construction [10] - The first wind turbine foundation for the 150-megawatt wind power project in Tibet has been successfully poured, expected to generate 400 million kilowatt-hours annually upon full capacity [10] - Two 500-kilovolt substations in Sichuan have been connected to the grid, enhancing power supply reliability for the upcoming winter peak [11] International News - Two Ukrainian ministers resigned amid a corruption scandal, with President Zelensky stating that corruption in the energy sector is unacceptable, especially during ongoing power supply disruptions [13] - OPEC reported a structural surplus in the global oil market, with October production figures showing a shift from a daily shortfall of 400,000 barrels to a surplus of 500,000 barrels [13] - Serbian oil company NIS's Russian shareholders are willing to transfer control to a third party due to U.S. sanctions, with government support for this request [14]

此次"电力鸿蒙化"试点台区的成功建设运行，是六盘水供电局在推动电力系统智能化升级方面的重要探 索，不仅验证了"电鸿"系统的可行性和先进性，更积累了可复制、可推广的实践经验，为后续在更大范 围内推广"电鸿化"改造奠定坚实基础。 近日，贵州省首台"电鸿"智能台区终端在南方电网贵州六盘水水城区蟠龙镇正式投运，标志着六盘水供 电局智能化升级与高效化运营迈出关键一步。 据悉，此次"电力鸿蒙化"试点台区改造是贵州省首座基于"电鸿"智能台区终端，聚焦设备与功能的双重 革新，共部署440只电鸿智能电表及5台"电鸿"智能量测终端。改造后，台区实现三大核心突破：一是设 备模块化设计，支持模块即插即用；二是数据互通效率大幅提升，让设备间信息流转更高效，为智能决 策提供数据支撑；三是同步解决供电半径过长导致的电压不足问题，为用户业扩快速报装、电网停电故 障高效抢修提供了技术支撑。现场操作中，运维人员通过手机蓝牙匹配电表，可即时获取用户的档案、 用电量、用电负荷、电费等数据，实时监测电表的合格率并降低台区线损率。该模式极大地缩短了现场 作业时间，推动计量运维从"传统人工"向"智能高效"转型。 ...

Core Insights - The photovoltaic poverty alleviation power stations in Hubei Province are becoming a significant source of green wealth, contributing to both financial returns and carbon reduction benefits [1][2] - The first carbon benefit methodology tailored for photovoltaic poverty alleviation projects in Hubei has been successfully reviewed, providing a framework for calculating carbon reduction and enhancing the economic viability of these projects [1] Group 1: Photovoltaic Power Stations - The Songjialiangzi Village photovoltaic power station has been operational since 2017, generating over 220,000 kWh annually [2] - The station reduces over 100 tons of carbon emissions each year, generating an additional income of over 2,000 yuan based on current carbon market conditions [2] Group 2: Carbon Benefit Methodology - The newly approved carbon benefit methodology outlines the applicable subjects, application processes, revenue distribution, and carbon reduction calculation methods [1] - This methodology aims to provide a scientific basis for calculating carbon reduction from photovoltaic poverty alleviation stations, facilitating the monetization of green electricity and establishing a sustainable income mechanism for poverty alleviation assets [1]

Core Insights - A low-pressure distributed photovoltaic power forecasting system has been launched in Shanxi Province, covering 11 cities and 115 counties, achieving over 95% accuracy in short-term forecasts [1] - As of the end of September, the installed capacity of distributed photovoltaic in Shanxi reached 14.89 million kilowatts, a 36% increase compared to the end of 2024 [1] - The new forecasting system addresses challenges posed by the variability of solar energy generation, which affects grid stability and precise scheduling [1] Technology Development - The system utilizes a time-series large model to predict low-pressure distributed photovoltaic power, analyzing historical generation data alongside various meteorological factors such as temperature, sunlight, cloud cover, and air quality [1] - It integrates meteorological data with historical generation data, allowing for multi-dimensional forecasting at provincial, municipal, and county levels [1] - The model is fine-tuned using local data from Shanxi, enhancing the specificity and accuracy of the predictions [1] Operational Efficiency - The new system enables the prediction of overall photovoltaic generation across the province, overcoming previous difficulties in accurately assessing scattered distributed photovoltaic power [1] - It provides decision-making support for optimizing grid scheduling by anticipating fluctuations in photovoltaic generation [1] - The system can complete a single forecasting task in under 20 seconds, significantly improving operational efficiency [1]

Core Insights - The State Grid Corporation of China released its first report on implementing the Global Security Initiative at the 30th UN Climate Change Conference, marking its third contribution report on international platforms [1][2] - The report emphasizes the need for accelerating energy transition to address the triple challenges of energy security, green development, and economic growth, which has become a global consensus [1][2] Summary by Sections - **Introduction**: The report outlines the background and philosophy behind the State Grid's response to the Global Security Initiative, highlighting its commitment to energy security and green low-carbon transformation [2] - **Global Security Initiative**: The report details the principles and objectives of the Global Security Initiative, emphasizing the importance of coordinated energy security and green low-carbon transition as a common development vision [2] - **State Grid and the Global Security Initiative**: The report presents the State Grid's initiatives and practices in implementing the Global Security Initiative, showcasing its role in enhancing national energy security and supporting economic stability [2] - **Measures and Practices**: The report describes the innovative measures taken by the State Grid to promote sustainable global energy development, maintain energy security, and deepen international energy cooperation [2] - **Outlook**: The report concludes with a forward-looking perspective on the State Grid's ongoing efforts to contribute to global energy sustainability and security [2]

Core Insights - Jiangsu Province's green electricity trading volume exceeded 21 billion kilowatt-hours this year, reaching 21.07 billion kilowatt-hours, a year-on-year increase of 75%, marking a historical high [1] - Since the launch of national green electricity trading in 2021, Jiangsu's trading scale has surged from 1.369 billion kilowatt-hours to 20.34 billion kilowatt-hours, with an average annual growth rate of 96% [1] - The green electricity trading has significantly reduced coal consumption by 6.244 million tons and cut carbon dioxide emissions by 15.564 million tons [1] Market Development - Jiangsu's green electricity trading is driven by policies such as the "Implementation Plan for Promoting Green Consumption," focusing on a "provincial-first, inter-provincial-second" principle [1] - The province has achieved comprehensive coverage of trading cycles, including annual, monthly, and intra-monthly transactions [1] - Innovative initiatives in distributed renewable energy aggregation have led to full coverage of green electricity certificate service stations at the city level, with 10.88 billion kilowatt-hours transacted so far [1] Inter-Provincial Trading - Jiangsu has actively sought external green electricity resources through high-voltage channels, successfully importing green electricity from eight provinces, including Qinghai and Xinjiang, totaling 9.46 billion kilowatt-hours, surpassing last year's total of 8.5 billion kilowatt-hours [1] Market Maturity - The expansion of green electricity trading is supported by a mature electricity trading market, with over 160,000 market-oriented users in Jiangsu and a total electricity volume exceeding 500 billion kilowatt-hours [2] - Including cross-regional and cross-provincial trading, the total electricity volume has surpassed 660 billion kilowatt-hours, with market-oriented trading accounting for over 80% of total electricity consumption [2]

Core Insights - Sichuan Province officially launched the continuous settlement trial operation of the electricity spot market on November 1, ahead of the national requirement to accelerate the construction of the electricity spot market [1] - The trial involved 421 market participants, including 229 hydropower companies, 24 thermal power companies, 158 renewable energy companies, and 10 independent energy storage companies, with a total market clearing volume of 695 million kilowatt-hours [1] Group 1: Market Development - Sichuan has adopted a new model for the electricity spot market that emphasizes multi-source participation and full optimization of electricity consumption, which has been accelerated since its proposal last November [2] - The government introduced a coal-electricity authorized contract pricing mechanism to address the challenges of integrating hydropower and thermal power [2] - A working group was formed in February, consisting of government departments, expert teams, grid companies, and market participants, to research key mechanisms for the hydropower-dominated spot market [2] Group 2: Technical Infrastructure - The complexity of Sichuan's power grid, with over 20,000 kilometers of 500 kV AC lines and more than 700 control devices, poses significant challenges for the technical support system of the spot market [3] - Sichuan Electric Power has developed a technical support system that includes multi-basin hydropower coupling and intelligent interaction, enabling rapid modeling and solving of large-scale, multi-constraint problems [3] Group 3: Risk Management and Services - Prior to the trial operation, Sichuan Electric Power conducted extensive training sessions for over 5,000 participants to familiarize them with market rules and technical systems [4] - The company has implemented proactive risk management strategies to address potential market price volatility during periods of significant supply and demand changes [4] - Continuous market simulations and trial operations were conducted to test the system under various complex scenarios, ensuring smooth market operation [4] Group 4: Future Outlook - The successful launch of the continuous settlement trial is expected to enhance price signal guidance in Sichuan's electricity market, improve resource allocation efficiency, and promote a green and low-carbon energy transition [5] - Sichuan Electric Power plans to continue collaborating with government authorities to strengthen the rules, technology, and operations of the market [5]