【龙源电力成立新公司！】国家企业信用信息公示系统显示，7月31日，封开龙源新能源有限公司成 立，注册资本17920万元，法定代表人钱世庆。该公司经营范围为，许可项目：发电业务、输电业务、 供（配）电业务。股东及出资信息显示，该公司由龙源电力集团股份有限公司全资持股。#电力快讯# ...

Core Viewpoint - The National Energy Administration has issued a notice to promote the intelligent upgrade and application of coal mines, aiming to enhance the operational level of intelligent construction and facilitate industry transformation [1] Group 1: Objectives and Focus Areas - The pilot program aims to break through key technological bottlenecks in coal mine intelligence and promote the optimization and upgrading of intelligent systems [1] - The focus areas for the pilot projects include intelligent tunneling systems, intelligent coal mining systems, intelligent stripping systems for open-pit mines, intelligent coal selection systems, and auxiliary intelligent systems [1] Group 2: Implementation and Support - The notice emphasizes prioritizing support for new projects aimed at intelligent construction and encourages existing intelligent systems to undergo iterative upgrades and innovations [1] - Each project application unit must select one pilot direction for application, with strict control on the number of recommended projects per region [2]

Core Insights - The 2024 China electricity market has shown significant growth, with market-based trading volume exceeding 6.18 trillion kilowatt-hours, accounting for 62.7% of total electricity consumption [1][3] - The report highlights a substantial increase in renewable energy trading, with a volume of 956.9 billion kilowatt-hours, representing 52.3% of total renewable generation [1][3] - The green certificate trading volume surged by 364% year-on-year, while green electricity trading volume grew by 235.2% [1][7] Group 1: Market Expansion and Structure Optimization - In 2024, the total installed power generation capacity in China surpassed 3.349 billion kilowatts, with an increase of 429 million kilowatts, primarily driven by solar and wind energy [2] - The total electricity generation reached 10.09 trillion kilowatt-hours, marking a 6.7% year-on-year increase, with wind and solar contributing 58.1% of the new generation [2][3] - The number of market participants rose to 816,000, an 8.9% increase, including 35,000 power generation companies and 777,000 electricity users [3] Group 2: Trading Dynamics and Price Differentiation - The market-based trading volume reached 6.18 trillion kilowatt-hours, a 9.0% increase, maintaining over 60% of total electricity consumption for three consecutive years [3][4] - Provincial trading volumes totaled 4.75 trillion kilowatt-hours, reflecting a 5.4% increase, with price differentiation observed in provinces with active spot markets [4] Group 3: Unified Market Structure and Green Transition - The establishment of a unified national electricity market is accelerating, with significant growth in green electricity trading and certificates [5][6] - The inter-provincial electricity spot market officially launched after two years of trial, facilitating over 88 billion kilowatt-hours of trading, with 44% from clean energy [6] - The green certificate trading volume reached 446 million, with a 92.3% share from inter-provincial transactions, indicating a robust market for green energy [7][8] Group 4: New Business Models and Regulatory Enhancements - New business models, including diversified energy storage and virtual power plants, are emerging, enhancing market participation [8] - Regulatory frameworks are being upgraded to support market health, including the revision of the Electricity Market Supervision Measures and the establishment of real-time monitoring systems [8]

Core Insights - Zhangjiakou Renewable Energy Demonstration Zone has achieved a cumulative renewable energy grid connection capacity of 42.435 million kilowatts and a total renewable energy generation of 347.864 billion kilowatt-hours since its establishment in July 2015, resulting in a reduction of approximately 28.559 million tons of carbon dioxide emissions [1][2] Group 1 - The demonstration zone has built six power grid transmission channels with a total connection capacity of 38 million kilowatts, and plans to complete four new power grid projects and start five new ones this year, aiming for a total connection capacity of 62 million kilowatts by the end of the 14th Five-Year Plan [1] - The zone has established a collaborative mechanism involving government, power grid, power generation enterprises, and users, facilitating the trading of green electricity amounting to approximately 10 billion kilowatt-hours, which has reduced electricity costs for enterprises and users by about 2.5 billion yuan [1] - The demonstration zone has attracted 31 leading enterprises in the new energy high-end equipment manufacturing sector, creating a comprehensive new energy industry chain covering wind power, photovoltaic components, and advanced energy storage devices, with annual production capacities of 1,500 wind turbines and over 1,000 wind turbine blades [1] Group 2 - The demonstration zone aims to continue its innovative mission and promote high-quality development of renewable energy, laying a solid foundation for the good start of the 15th Five-Year Plan [2] - The development plan for the Zhangjiakou Renewable Energy Demonstration Zone, approved by the State Council in July 2015, targets a wind power installation of 20 million kilowatts, photovoltaic power installation of 24 million kilowatts, and thermal power installation of 6 million kilowatts by 2030, with a total renewable energy production reaching 33 million tons of standard coal per year, and 80% of electricity consumption sourced from renewable energy [2]

记者获悉，国家能源集团自主研发的全国首个千亿级发电行业大模型"擎源"，在安全环保、电力交易、 产调中枢、设备检修等方面实现提质增效，为迎峰度夏期间电力稳发稳供提供技术支撑。 黄清介绍，下半年，国家能源集团将加快"数智国能"建设，推进管理信息化、运营数字化、生产智能 化，构建省域集控、集中营销、集中维检管控体系，打造"擎源"人工智能大模型体系，发布煤炭、化工 大模型，加快煤质快检技术推广，构建"基石+仿真+大模型"聚合智能体。 "下半年是'十四五'收官、'十五五'谋篇的关键期，也是国家能源集团决胜全年目标任务的攻坚期。国家 能源集团将以'稳经营、谋创新、优投资、强管理、保安全'为工作主线，确保完成'一利五率'考核指标 和主要生产经营目标，为'十五五'高水平开局奠定坚实基础。"黄清说。 在能源保供方面，黄清表示，上半年该集团全力促购销、促发电、促一体化协同，自产煤保持月均5100 万吨高位水平，北方港下水煤市场占有率保持40%以上，煤电发电利用小时保持领先，疆煤出区量创历 史新高，购销两端电煤中长协签约率兑现率均明显高于国家要求。 当前，正值迎峰度夏保供关键时期，国家能源集团新闻副发言人、总调度室副主任孙严冬介绍 ...

国家能源局举行新闻发布会 可再生能源发电量再上新台阶。可再生能源发电量接近全国总发电量的四成，超过同期第三产业用电量 与城乡居民生活用电量之和。风电、光伏新增发电量超过全社会用电量增量。今年上半年，全国可再生 能源发电量达17993亿千瓦时，同比增加15.6%，约占全部发电量的39.7%，超过同期第三产业用电量 （9164亿千瓦时）与城乡居民生活用电量（7093亿千瓦时）之和；其中，风电、太阳能发电量合计达 11478亿千瓦时，同比增长27.4%，在全社会用电量中占比达到23.7%，较去年同期提高4.4个百分点。风 电、光伏合计发电量较去年同期增加2470亿千瓦时，超出全社会用电量增量。下面，分别介绍主要可再 生能源发电品种的有关情况。 （一）水电建设和运行情况。2025年上半年，全国新增水电并网容量393万千瓦，其中常规水电110万千 瓦，抽水蓄能283万千瓦。截至今年6月底，全国水电累计装机容量达4.4亿千瓦，其中常规水电3.79亿千 瓦，抽水蓄能6129万千瓦。今年上半年，全国规模以上水电累计发电量5398亿千瓦时，全国水电累计平 均利用小时数为1377小时。 （二）风电建设和运行情况。今年上半年，全国 ...

Investment Overview - In the first half of the year, Inner Mongolia's investment in major energy projects reached 165.8 billion yuan, representing a year-on-year increase of 39% and accounting for 52% of the annual planned investment, achieving the "half-time, half-task" goal [2] Coal Industry - Two coal mine area overall plans were approved by the National Development and Reform Commission, with two coal mines starting construction and a total production capacity of 16 million tons per year [2] - One coal mine has been completed and put into production with a capacity of 1.5 million tons per year [2] - Thirteen coal mines with capacity reserves received approval from the National Energy Administration, and intelligent coal mine capacity accounts for 89% of the capacity of operating coal mines [2] Power Infrastructure - The ±800 kV UHVDC transmission project from Inner Mongolia to Beijing-Tianjin-Hebei has been approved [2] - In the first half of the year, 29 cross-municipality grid projects at 500 kV and 220 kV were approved, with 10 projects put into operation and 43 under construction [2] - The main grid of the Inner Mongolia East Power Grid has been successfully completed, and electrification projects for 580 remote pastoral households have commenced [2] Green Hydrogen Industry - Inner Mongolia has introduced nine policies to promote the construction and consumption of green hydrogen projects, extending the policy period for 40% of wind-solar hydrogen project grid-connected electricity to 2027 [3] - The 150,000 kW integrated wind-solar hydrogen demonstration project by Datang Duolun has been put into operation, successfully linking green hydrogen with coal chemical applications [3] - The hydrogen long-distance pipeline project from Damao Banner to Baotou City has started construction, and the demonstration project for hydrogen transportation from Ulanqab City to Beijing-Tianjin-Hebei has been approved [3] Energy Storage Industry - Inner Mongolia has introduced compensation policies for independent new energy storage power stations, stabilizing investment return expectations for enterprises [3] - In the first half of the year, 34 new energy storage projects were promoted to start construction, with an installed capacity of approximately 14.8 million kW [3] - As of the end of June, grid companies have paid a total of 16.6 million yuan in compensation to nine independent new energy storage power stations [3]

根据同日发布的半年报，今年1~6月，湘电股份实现营业总收入25.44亿元，同比增加4.6%，连续4年上 涨;实现归母净利润1.88亿元，同比提升12.98%;经营活动现金净流出1.8亿元，较去年同期扩大40.8%。 7月28日晚间，湖南省国资委旗下上市主体湘潭电机股份有限公司(以下简称"湘电股份")公告，拟以现 金方式收购控股股东湘电集团有限公司(以下简称"湘电集团")持有的通达电磁能股份有限公司(以下简 称"通达电磁能")12.5%股权，交易作价2.08亿元。 公开资料显示，湘电集团原本为通达电磁能的第三大股东，本次交易结束后，由湘电股份取代其第三大 股东地位，湘电集团不再持有通达电磁能股份。鉴于湘电集团及其一致行动人合计持有湘电股份4.07亿 股，本次交易构成关联交易，但未构成重大资产重组。 湘电股份表示，本次交易资金来自公司自有及自筹资金，不存在使用募集资金的情形。公司盈利状况良 好，经营活动现金流保持较好水平且能够满足日常营运资金需求。同时，拥有较强的融资及调配流动性 能力，本次现金收购不会显著增加财务负担和长短期偿债风险。 湘电股份指出，参股收购通达电磁能可实现战略协同与业务拓展，使公司更深入地参与 ...

入夏前，天津电力174项迎峰度夏重点工程全部竣工投产，显著提升电网供电能力，为电力可靠供应筑 牢基础。同时，依托市区两级电力负荷管理中心，天津电力深挖社会侧可调节负荷资源，盘活用户侧储 能、充电站、冷库、工商业负荷等多元可调资源。目前已签约需求响应用户562户，签约容量172万千 瓦，有效整合分散资源形成"调节池"，保障电力系统供需平衡。 为保障电网平稳运行和城市居民用电可靠，国网天津市电力公司强化天津市3个城市供电网应急抢修中 心运维，开展多专业实战化应急演练，优化热点区域电网运行方式，大力实施不停电作业，并弹性增加 供电营业服务力量，做好应对各类极端情况准备。与此同时，天津电力在天津全市部署2.9万套可视化 装置、85个固定机巢和316架无人机实施精细化巡检，运用特高频、超声波、紫外、红外成像等技术进 行带电检测，对变电站设备实施24小时智能巡检，确保各类电网设备安全运行。 受持续高温高湿天气影响，天津电网负荷持续攀升。7月28日13时32分，天津电网最大负荷达1937万千 瓦，突破今年入夏1922万千瓦纪录，再创历史新高。目前，天津电网整体运行平稳。 此外，"外电入津"交易从新疆、甘肃、山西等地区引入电 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 7月30日，记者从华电国际电力股份有限公司（以下简称"华电国际"）获悉，华夏华电清洁能源封闭式 基础设施证券投资基金将于8月1日在上海证券交易所上市。 华电国际是中国华电集团有限公司旗下核心上市发电公司之一，总股本超百亿股，拥有境内外两条融资 渠道，资产总额达2230亿元，控股装机容量7695万千瓦，发展区域遍布全国21个省市区，资产布局涵盖 煤电、煤炭、气电、供热、水电、储能等能源类型。 近年来，该公司持续强化资本运作，在盘活存量资产和扩大增量资产上做文章，有效提升了资产规模与 发电能力，实现上市公司质量与价值双提升。本次上市的华电清洁能源REIT是我国首单央企天然气发 电公募REIT，是公募REITs市场发展进程中的又一重要里程碑，为公募REITs市场注入了新的活力。 提升价值创造能力 推进国有上市公司做强做优做大 华电国际充分发挥上市公司资本运作功能，统筹推进常规能源资产重组和公募REITs项目发行。 2024年7月，启动了有史以来最大规模的常规能源资产重组项目，通过收购控股股东旗下优质火电资 产，同步推进配套融资，提升资产规模，优化资产布局。2025年 ...