世界各国在进行电力系统转型、迈向"净零电力系统"的过程中，都经历了相似的难题和挑战，比如新能 源给电网带来的波动性，电力系统对灵活性与可靠性需求的大幅增加，以及如何在更大时间和空间尺度 上调配清洁能源等。各个国家为缓解清洁能源消纳难题，在市场机制和制度层面进行了实践探索。 增强电网灵活性 美国德州市场ERCOT就是这一类市场的典型代表：现货市场价格弹性空间大，实时价格可以准确反映 系统情况；市场规则与参与机制相对透明，并强调技术中立的准入与交易框架，没有针对某种资源的补 偿（比如针对特定资源类型的容量补偿和上网电价），以及设定了非歧视性的输配电价。这样的市场机 制体系为太阳能、电池储能和风电的发展提供了良好条件，使其增速超过美国其他地区，成为新增主 力。但近期，随着能源格局和气候政策态度转变，一些利益集团开始向州议会施压，试图对化石能源发 电提供竞争保护。一旦这些提案形成正式法规，德州的电力用户可能最终会承受更高的价格和更低的电 力可靠性。 综上所述，让资源在对的时间和地点获得相应补偿、在更大范围的平衡区实现更优互济、让传统资源与 新型资源在公开透明规则下同台竞争，是解决清洁能源消纳问题的三条重要原则。要持续 ...

今年以来，该厂主动调整经营策略，融入电力市场改革大局，抢抓政策窗口期，围绕交易规则变化、机 组能力核算、边界条件测算、报价策略优化等关键环节开展各项生产经营工作，确保各项数据申报客观 真实、交易策略科学精准，结合中长期交易电价相对高、兑现相对稳定等特点，紧盯政策导向与交易窗 口期，确保交易结果"拿得到、接得住、算得清、效益稳"。 1月14日，笔者从2026年度辽宁电网代理购电交易出清结果中获悉，国家能源集团辽宁电力有限公司沈 西热电厂竞得交易电量7.2亿千瓦时，交易均价315.8元/兆瓦时，达到年度中长期交易电价最高水平，实 现中长期交易"开门红"。 该厂坚持以市场为导向，动态跟踪区域新能源出力与电网负荷变化，统筹安排机组检修与优化运行方 式，强化机组可靠性与灵活性建设，确保关键时段机组"顶得上、带得稳"；聚焦成本管控，深化燃料采 购与库存精细化管理，推进配煤掺烧、经济运行、指标对标等措施落地，持续压降边际成本，放大交易 电量带来的综合收益。 ...

Core Viewpoint - Zhejiang's electricity consumption is projected to reach 726.65 billion kWh by 2025, reflecting a year-on-year growth of 7.18%, indicating a positive economic development trend in the region [1] Group 1: Electricity Consumption by Sector - In 2022, the electricity consumption in Zhejiang's three major industries was 4.11 billion kWh, 476.81 billion kWh, and 133.2 billion kWh, with year-on-year growth rates of 12.14%, 5.60%, and 10.84% respectively [1] - The total electricity consumption for urban and rural residents reached 112.54 billion kWh, marking a growth of 9.65% [1] Group 2: Industrial and Service Sector Insights - As a major industrial and manufacturing province, Zhejiang aims to maintain stable industrial operations and optimize its structure, with industrial electricity consumption projected at 469.37 billion kWh in 2025, reflecting a year-on-year increase of 5.82% [1] - The electricity consumption in the information transmission, software, and IT services sector, which is closely related to the digital economy, reached 12.38 billion kWh, showing a growth of 14% [1] - The wholesale and retail sector, closely tied to the consumption economy, consumed 33.56 billion kWh, with a growth rate of 15.34%, while the electricity consumption for charging and swapping services surged to 7.77 billion kWh, an increase of 55.36% [1]

1月23日，国家能源集团召开2026年首场新闻发布会，披露2025年及"十四五"时期亮眼成绩单。国家能 源集团新闻发言人黄清介绍，国家能源集团公司品牌价值已超3200亿元，入选国资委十大"集团品牌"。 黄清介绍，2025年，面对复杂外部环境与艰巨发展任务，国家能源集团多项经营指标再创历史新高。自 产煤量站稳6亿吨大关，供热量保持全国第一，上市公司市值突破万亿元，连续八年获评中央企业负责 人经营业绩考核A级，连续两年获得中央企业改革重点任务考核A级。在科技创新领域，低温费托合成 催化剂获中国专利金奖，全国最大"煤电+熔盐"储能项目投产，绿氢产销量创历史新高，18项成果入选 首台（套）重大技术装备名单。 黄清表示，"十四五"时期，国家能源集团圆满完成发展规划。能源保供能力持续彰显，年自产煤量突破 6.2亿吨，年发电量、供热量两项指标均占全国1/8，铁路运能约占全国1/9，成为能源安全"压舱石"。绿 色转型成效显著，绿色矿山占比提升至80%，火电二氧化硫、氮氧化物排放指标优于行业先进水平，电 力清洁可再生能源装机规模是"十三五"末的3倍，风电装机稳居全球第一。同时，国家能源集团国际竞 争力稳步提升，中蒙跨境铁路开工 ...

Core Viewpoint - The establishment of the China Electricity Council (CEC) User Ecology Subcommittee marks a significant step towards creating a new energy user ecosystem, aimed at enhancing collaboration and innovation within the energy sector [2][3]. Group 1: Establishment and Objectives - The CEC User Ecology Subcommittee was officially established during a conference in Guangzhou, with its secretariat located at the Southern Power Grid User Ecology Operation Co., Ltd [1]. - The subcommittee aims to break down barriers in the upstream and downstream energy industry chain, fostering a collaborative platform for value creation and high-quality industry development [2]. - The Guangdong Provincial Energy Bureau supports the subcommittee's efforts to make Guangdong a testing ground for energy user ecosystem innovation [2]. Group 2: Strategic Initiatives - Southern Power Grid Company emphasizes the importance of a new energy security strategy, focusing on collaborative ecosystem development and innovative service models [3]. - The company aims to create a flexible and efficient interaction model between the grid and users, enhancing service scenarios through integrated innovation [3]. Group 3: Innovations and Collaborations - The "Green Energy Cloud" platform was introduced, which integrates seven existing renewable energy business systems, improving project connection efficiency by 40% and streamlining information submission processes [6]. - Sixteen ecological partners, including major players in digital technology and financial services, signed agreements to join the "Southern Network Online" platform, marking a transition from conceptual agreement to practical collaboration [6].

会议强调，要认清形势，保持清醒头脑。一是把思想和行动统一到党中央对形势的科学判断和决策部署 上来。二是高度关注电力行业由"连续性"到"不连续性"的发展特征。三是中国电气装备集团在"十五 五"时期将面临百年变局、行业变革、企业变迁三重叠加的复杂局面，必须始终保持清醒的头脑、理性 的判断、敏捷的战略、连贯的应对。 1月20至21日，中国电气装备集团有限公司（以下简称"中国电气装备集团"）第一届职工代表大会第三 次会议暨2026年工作会议在沪召开。会议以习近平新时代中国特色社会主义思想为指导，全面贯彻党的 二十大和二十届历次全会精神，认真落实中央经济工作会议精神，按照中央企业负责人会议各项要求， 总结2025年和"十四五"工作，分析研判"十五五"形势，安排部署2026年重点任务，聚焦价值创造，主动 担当作为，奋力开启"十五五"高质量发展新征程。 会议认为，2025年是"十四五"收官之年，中国电气装备集团立足实体经济发展和现代化产业体系建设， 发挥科技创新、产业控制、安全支撑作用，争当落实新发展理念的排头兵、创新驱动发展的排头兵、实 施国家重大战略的排头兵，牢牢把握高质量发展主题，乘势而上、攻坚克难，圆满完成年度目标 ...

Core Viewpoint - The Inner Mongolia Energy Bureau has issued a plan for the development and construction of direct green electricity connection projects, which innovatively includes existing loads such as the electrolytic aluminum industry and national zero-carbon parks, enabling point-to-point supply of green electricity and achieving traceability and cost reduction benefits [1][2]. Group 1: Direct Green Electricity Connection Model - The direct connection model is a systematic reconstruction of the energy production and consumption model, allowing renewable energy to reach users directly through dedicated lines, thus addressing the pain points of unclear green electricity consumption [1][2]. - The plan categorizes green electricity direct connection projects into grid-connected and off-grid types, with specific requirements for self-generated electricity usage to ensure efficient consumption and avoid waste [3]. Group 2: Economic and Environmental Benefits - The implementation of green electricity direct connection is expected to significantly enhance the efficiency of renewable energy consumption, providing immediate cost reductions of 10% to 20% for high-energy-consuming industries such as electrolytic aluminum and ferrosilicon [4]. - The shift in demand for green electricity from compliance to competitive advantage is transforming its value from environmental to economic, creating a virtuous cycle of cost reduction and efficiency improvement [5]. Group 3: Regional Development and Investment Attraction - Green electricity direct connection is becoming a new calling card for attracting investment in Inner Mongolia, with clear traceability and lower energy costs appealing to green industries [6]. - The establishment of data center clusters and zero-carbon parks is expected to promote collaborative decarbonization across the industry chain, contributing to a green and low-carbon industrial system [6]. Group 4: Challenges and Recommendations - The large-scale promotion of green electricity direct connection faces challenges such as cost-sharing, pricing mechanisms, and the need for institutional breakthroughs for multi-user connections [7]. - Recommendations include accelerating the improvement of supporting policies, establishing reasonable cost-sharing mechanisms, and exploring overall direct connection models for parks to enable small and medium-sized enterprises to share green electricity resources [7].

Core Insights - The six major power generation groups in China have reported significant achievements in profitability, supply security, green transformation, and technological innovation during their 2026 annual work meetings, aligning with the national energy strategy and the "14th Five-Year Plan" development priorities [1] Group Performance and Financial Metrics - China Huaneng achieved a significant profit increase, with a debt-to-asset ratio at its lowest in nearly 20 years, consistently receiving top performance ratings from the State-owned Assets Supervision and Administration Commission [2] - China Huadian's total assets are projected to exceed 1.3 trillion yuan by 2025, with a 1.8-fold increase in power and renewable energy project capacity [3] - China Datang reported a profit increase of 16.94% and a net profit growth of 11.6% for 2025, indicating a strong correlation between profit scale and quality [3] - State Power Investment Corporation (SPIC) reduced electricity costs by 15.93 yuan per megawatt-hour, showcasing strong cost control capabilities [3] - Three Gorges Group's asset scale grew by 55% during the "14th Five-Year Plan," reaching 1.52 trillion yuan by 2025 [4] Energy Supply and Capacity Enhancement - The six groups have significantly increased their production capacity and installed power generation capacity, with SPIC's total installed capacity exceeding 396 million kilowatts, a 52.5% increase since the "14th Five-Year Plan" began [7] - China Huaneng's installed capacity surpassed 300 million kilowatts, with a 53.4% increase since the end of the "13th Five-Year Plan" [7] - China Huadian's installed capacity reached 281 million kilowatts, enhancing its supply capabilities [7] - China Datang's installed capacity rose to 220 million kilowatts, contributing to approximately 7% of national electricity supply [8] Green Energy Transition - The six groups are accelerating their green energy initiatives, with significant increases in non-fossil energy installations and contributions to carbon neutrality goals [9] - Three Gorges Group's clean energy generation exceeded 100 billion kilowatt-hours for the first time, with offshore wind power capacity surpassing 8.9 million kilowatts [11] - SPIC's clean energy capacity reached over 200 million kilowatts, with a 74.15% share of total installed capacity [11] - China Huadian's renewable energy capacity increased by 133.4% since 2020, with a clean energy share of 51.21% [12] Technological Innovation and Development - The six groups are focusing on technological self-reliance and innovation, addressing key challenges in the energy sector [13] - China Huaneng has made significant advancements in critical technologies, including the world's largest coal-fired carbon capture demonstration project [13] - China Huadian has developed a comprehensive innovation system, achieving breakthroughs in core technologies [14] - State Power Investment Corporation has enhanced its nuclear power capabilities, achieving 100% localization of key components [15] Strategic Development Goals - The six major groups have outlined clear strategic goals for the "15th Five-Year Plan," focusing on supply security, green transformation, technological innovation, and reform [16] - China Huaneng aims to enhance its competitive edge through innovation and sustainable practices, positioning itself among the world's leading energy companies [16] - SPIC is committed to becoming a world-class clean energy enterprise by 2030, with a focus on balanced growth and technological leadership [17] - Three Gorges Group aims to support national water security and ecological governance while transitioning to a technology-driven operational model [17]

1月19日以来，四川遭遇今年首场寒潮，多地出现低温雨雪天气，最高气温直降13摄氏度，用电负荷同 步攀升，部分高海拔区域线路面临覆冰风险。为全力保障电网安全稳定运行和电力可靠供应，国网四川 省电力公司迅速部署，打出立体防控"组合拳"：强化与气象部门联动，构建"天空地"一体化监测网络， 为精准防控提供数据支撑；启动"人工+科技"双巡模式，重点开展变电站设备红外测温、导地线覆冰监 测等工作；启用重载无人机、除冰机器人配合直流融冰等手段，构建多元化融冰除冰技术体系提升除冰 效率。截至目前，四川电力已在全省易覆冰区部署各类覆冰在线监测装置706套，建成57个区域覆冰观 测站（点），实现110千伏及以上输电线路易覆冰区段全覆盖。 同时，针对甘孜阿坝高原地区降温幅度大、设备易覆冰且在低温环境下存在安全运行风险等情况，四川 电力已组织50余名线路巡视人员，对境内海拔近4000米左右的石渠、红原、若尔盖等地开展重点巡视， 并充分利用无人机、红外测温仪等设备对人力难以抵达的复杂区域进行全面检查。 "主变A、B、C相温度正常，后台保护测控装置无异常告警。"1月20日，国网四川甘孜供电公司康定运 维班运维人员苏润平手持红外测温仪，对 ...

1月19日起，新一轮雨雪冰冻天气影响安徽全省，低温、覆冰等多重极端气象因素叠加，对电网安全稳 定运行和电力可靠供应构成挑战。国网安徽省电力有限公司闻讯即动，迅速启动低温雨雪冰冻Ⅳ级应急 响应，安排应急抢修队伍745支、人员8320人、车辆2111辆，调配发电车102辆、发电机670台、融冰装 置22套、融冰车15台、除冰装置71套，全力保障生产生活用电无忧。 输电线路是电力输送的主动脉，雨雪冰冻天气中极易产生覆冰舞动，严重威胁电网安全。在地处海拔 512米皖南山区的500千伏山沥5366线222号观冰站，国网安徽送变电工程有限公司观测人员已在此坚守 多日。这里是"皖电东送"重要通道的覆冰高发区，受天气影响极易形成厚冰。观测人员每小时记录一次 温度、湿度、风速及模拟导线覆冰数据，并实时上报。针对局部覆冰，他们使用地线除冰机器人精准剥 离冰层，并利用重载无人机挂载除冰棒撞击顽固覆冰，效率大幅提升且避免了高空作业风险。同时，该 公司还在皖南、大别山等易覆冰地区，组织应急抢修队伍55人、抢修备用队伍779人，确保灾情发生时 第一时间抵达现场。 寒潮期间，国网安徽黄山供电公司针对高海拔线路、牵引站供电线路及"三跨"区段 ...