Core Insights - The Three Gorges Group held its 2026 work conference and the second session of the fourth employee representative assembly in Wuhan, focusing on implementing Xi Jinping's thoughts and summarizing the achievements of the 14th Five-Year Plan while planning for the 15th Five-Year Plan [1][2] Group 1 - The conference emphasized the importance of the 15th Five-Year Plan as a critical period for achieving socialist modernization and outlined the need to align with Xi Jinping's directives for central enterprises [2] - The company aims to enhance its strategic mission and value creation while ensuring high-quality development and safety, contributing to national strategies such as the "Yangtze River Strategy" and the "Belt and Road Initiative" [2] - The company plans to focus on green development, deepen reforms, and promote technological innovation while maintaining a strong commitment to risk management and strict party governance [2]

"十四五"以来，福建省以约占全国3%的人口、1.3%的土地、3%的能耗，创造了全国4.3%的经济总量。 高颜值生态与高质量发展同频共振的背后，离不开清洁能源的有力支撑。截至2025年底，福建全省电源 装机容量首次突破1亿千瓦，达10049万千瓦。其中，清洁能源装机占比达65.8%。 近年来，国网福建省电力有限公司（以下简称"福建电力"）加快推进新型电力系统省级示范区建设，在 建设坚强主干网、提升系统调节能力上持续发力，全面提升电网资源配置能力，服务能源绿色低碳发 展。 同时，福建电力加快省内电网建设，形成"四纵三横"500千伏主干网架，服务各类电源安全高效送出。 2023年12月投运的1000千伏福州—厦门特高压交流工程可提升福建电网北电南送能力300万千瓦，促进 沿海核电、风电等清洁能源开发利用。 结合闽南、闽东北海上风电等大规模清洁能源开发，福建电力超前布局闽南、闽东北"海电登陆"汇集送 出通道，服务"十五五"期间新增1000万千瓦以上海上风电开发。 搭建数智平台 绿电"落得下" 福建海上风电资源理论蕴藏量超过1.2亿千瓦，屋顶分布式光伏发电理论可开发容量超过2730万千瓦。 风电和光伏发电具有间歇性、随 ...

2025年12月18日，调控中心组织开展"凡事必较真，事前零容忍"安全文化活动，加大力度宣贯广东电网 公司党建领安8条和中心安全管理15条准则，以历年电网安全生产典型案例为题干，让员工主动辨识案 例中的安全隐患和风险点，通过互动答题增强安全防范意识，提升全员思想认知水平，营造沉浸式安全 环境，使安全理念植入行为、筑牢根基。 深化运用"铁三角"机制 2025年12月29日，南方电网广东电网电力调度大厅屏幕显示，广东电网安全运行天数已达10970天，意 味着全国最大省级电网安全稳定运行超过30年。 2025年，广东成为全国首个用电负荷突破1.6亿千瓦的省份，同比增长4.38%，南方电网广东电网调控中 心（以下简称"调控中心"）作为电网系统运行指挥"最强大脑"，着力培育"凡事必较真，事前零容忍"安 全文化生态，在能源供应、调度运行等重要任务中发挥着坚强稳定的安全支撑作用。 "凡事必较真，事前零容忍" 调控中心党委构建全域闭环安全监督体系，以最高标准圆满完成"十五运"保电监管任务。在关键生产任 务和重大风险挑战面前，服务型党组织发挥战斗堡垒作用，齐抓共管保安全，精准发布防风防汛应急预 警11次，高效启动应急响应37次 ...

Core Viewpoint - The meeting held by the Ministry of Industry and Information Technology, along with other departments, aims to regulate the competitive order in the power and energy storage battery industry, addressing irrational competition and ensuring sustainable development [1][2]. Group 1: Industry Development - The power and energy storage battery industry in China has developed rapidly and achieved a competitive advantage globally [1]. - There are issues such as blind construction and irrational price competition that disrupt the normal market order and weaken the industry's sustainable development capacity [1]. Group 2: Regulatory Measures - Strengthening market supervision and increasing enforcement of price regulations are essential to combat low-price competition and ensure product quality [1]. - The establishment of a capacity management system, including monitoring and early warning mechanisms, is necessary to prevent overcapacity risks [1]. Group 3: Industry Self-Regulation - Supporting industry self-discipline and leveraging the role of industry associations can guide enterprises in scientific capacity layout and promote a fair competitive market order [1]. - Emphasizing regional collaboration and coordination between central and local governments is crucial for guiding local enterprises and controlling redundant construction [1].

Core Insights - The Northwest Power Grid is set to achieve a record scale of cross-regional direct current and 750 kV projects by 2025, with the addition of 4 new cross-regional direct current projects and 35 new 750 kV projects, supporting national energy security and regional economic development [1] - By 2025, the direct current delivery capacity of the Northwest Power Grid will exceed 95 million kW, an increase of 24.6 million kW compared to 2024, surpassing the total increase during the 13th Five-Year Plan period [1] - The construction of key 750 kV projects will enhance the structure of the Northwest main grid, improving both power delivery capacity and supply reliability [1][2] Project Details - In 2025, the Northwest Power Grid will see the completion of 15 new substations, 36 main transformers, and 57 new lines, marking a historic high in scale [1] - The successful implementation of these projects is attributed to effective coordination between the State Grid Northwest Branch and relevant government departments, ensuring timely and safe operation [1] Strategic Importance - During the 14th Five-Year Plan period, the total scale of the Northwest Power Grid is expected to grow by over 50% compared to the end of the 13th Five-Year Plan, reinforcing its role in power security and resource optimization [2] - The developments in the Northwest Power Grid are crucial for supporting the construction of clean energy bases and the implementation of the new era's western development strategy [2]

Group 1 - The rapid development of artificial intelligence (AI) is increasingly dependent on electricity supply, which is becoming a critical factor in the global AI industry landscape [1] - Goldman Sachs reports that by 2030, nearly all power grids in the United States will face insufficient backup capacity due to the soaring demand from data centers, potentially allowing China to gain a first-mover advantage in AI competition [1] - Currently, U.S. data centers account for 44% of global capacity and consume about 6% of U.S. electricity, with projections indicating this will rise to 11% by 2030 [1] Group 2 - In contrast, China's electricity supply demonstrates strong resilience, with a diversified energy system established through large-scale power construction since 2021 [2] - By 2030, China is expected to have approximately 400 gigawatts of backup power capacity, exceeding the anticipated total global demand for data centers by more than three times [2] - Currently, China's data center capacity represents one-quarter of the global total, and its ample power reserves create conditions for it to catch up with technology leaders [2]

——《电力中长期市场基本规则》解读 二是价格机制升级，强化真实价格信号引导。新规则着力推动中长期价格向现货价格收敛。一方面，合 同电价除选择固定价格外，也可与月度发电成本、现货价格联动；另一方面，取消直接交易用户分时电 价水平和时段的人为规定，根据现货价格统筹优化电网代购用户的峰谷电价政策，并推动短期交易限价 向现货限价贴近。这一系列措施使价格信号更能真实反映电力商品的时空价值，有效引导发用电行为， 提升系统整体运行效率。 三是规则体系升级，实现"1+6"规则体系深度融合。新规则强化了与电力市场"1+6"基础规则体系的系统 性衔接：与现货市场基本规则在时序、出清、结算上实现"时空耦合"；与计量结算、信息披露规则协 同，确保复杂交易场景下的操作规范与数据贯通；并为辅助服务、风险防控等规则的未来协同预留接 口，体现了前瞻性布局。 二、聚焦三大变革，构建面向未来的中长期市场体系 新规则的修订，基于电力系统所面临的内外部环境的深刻变化，回应了能源结构转型、市场建设阶段深 化和参与主体形态变革三个时代课题。新规则较好应对上述三大变革，致力于打造适应未来发展的中长 期市场体系。 广东电力交易中心党委书记、董事长 黄远明 ...

——《电力中长期市场基本规则》解读 随着市场化改革步入"深水区"，各类风险交织叠加，风险防控必须向"体系化"演进。《基本规则》从风 险识别、监测预警、分类处置三方面，系统构建全链条风控体系。 一是交易时序双向延伸，兼顾"稳定性"与"灵活性"。《基本规则》要求数年、年度、月度交易定期开 市，月内交易按日开市，既为电源投资及用户生产规划提供稳定预期，也为市场主体灵活调整、应对短 期波动提供制度工具。二是健全交易校核机制，确保中长期合同"可执行"。《基本规则》在电网安全校 核基础上，新增交易出清校核，进一步巩固中长期服务实物交割原则，确保交易合同符合电网实际运行 条件，为供需平衡提供支撑。三是完善价格联动机制，准确反映实时供需关系。《基本规则》要求直接 交易用户由市场形成分时曲线，并推动月内等短期交易限价与现货限价贴近，旨在形成精准反映电力时 空价值、连续协同的价格信号，更好引导发用电行为，激励调节资源投资。 二、市场运营锚定"标准化"，提高市场运转效率 构建全国统一大市场，关键在于基础设施的统一，即"车同轨、书同文"。聚焦到电力市场，《基本规 则》从业务流程、数据交互、技术平台三方面系统推进标准化建设。 一是统一 ...

Group 1 - The rapid development of artificial intelligence (AI) is increasingly dependent on electricity supply, which is becoming a critical factor in the global AI industry landscape [1] - Goldman Sachs reports that by 2030, nearly all power grids in the United States will face insufficient backup capacity due to the soaring demand from data centers, potentially allowing China to gain a first-mover advantage in AI competition [1] - Currently, U.S. data centers account for 44% of global capacity and consume about 6% of U.S. electricity, with projections indicating this will rise to 11% by 2030 [1] Group 2 - In contrast, China's electricity supply demonstrates strong resilience, with a diversified energy system established through large-scale power construction since 2021 [2] - By 2030, China is expected to have approximately 400 gigawatts of backup power capacity, exceeding its own needs and more than three times the anticipated total demand from global data centers [2] - Currently, China's data center capacity represents one-quarter of the global total, and its ample power reserves create conditions for it to catch up with technology leaders [2]

电力中长期市场迈向"建设与运营并重"新阶段 ——《电力中长期市场基本规则》解读 湖北电力交易中心董事长 詹智民 《电力中长期市场基本规则》（发改能源规〔2025〕1656号，以下简称《基本规则》）近日正式发布。 这是贯彻落实党的二十届四中全会部署，助力打造能源领域全国统一大市场"排头兵"的重要制度支撑， 对于保障中长期市场健康发展、规范运行具有重要指导意义。具体来看，《基本规则》对市场功能定 位、规范运营、风险防范作出了系统性、前瞻性安排，标志着市场建设迈向"建设与运营并重"的新阶 段。 构建全国统一大市场，关键在于基础设施的统一，即"车同轨、书同文"。聚焦到电力市场，《基本规 则》从业务流程、数据交互、技术平台三方面系统推进标准化建设。 一是统一业务流程，降低交易成本。《基本规则》要求，市场运营机构要按照统一标准开展市场注册、 交易组织、交易结算等工作，旨在消除各省在业务操作层面差异，为市场主体提供透明、便捷服务，降 低交易成本。二是统一交互标准，促进信息共享。《基本规则》提出，电力交易平台间、交易平台与电 网企业间，按照统一标准实现信息动态交互，旨在打破"数据孤岛"，以数据高效流通，支撑资源在更大 范围优 ...