Core Insights - The project led by North China Electric Power Research Institute has achieved international leading level in key technologies for large-capacity AC excitation variable-speed pumped storage units connected to high-power systems, filling a domestic gap in testing and verification systems for such units [1] Group 1: Project Overview - The project is based on the construction and application of the first domestic 300 MW AC excitation variable-speed pumped storage unit in Fengning, Hebei, and has been organized since 2018 by North China Electric Power Research Institute and State Grid North China Branch [1] - The project involved collaboration with well-known domestic universities, research institutes, and industry units to achieve breakthroughs in system coordination technology, ensuring the unit's timely production and stable operation [1] Group 2: Technological Achievements - Key technological breakthroughs include optimization of network performance for AC excitation variable-speed pumped storage units, detailed electromechanical transient modeling and simulation, and ensuring safe, stable, and economical operation of power plants [1] - The project has established a systematic technology framework for network coordination, which is crucial for the integration of renewable energy sources in the Beijing-Tianjin-Tangshan power grid [1] Group 3: Future Directions - North China Electric Power Research Institute will continue to focus on supporting large-capacity variable-speed pumped storage units for the large-scale consumption of renewable energy in northern Hebei and the safe and efficient operation of Zhangbei flexible DC grid [1] - The institute aims to further improve the key technology system for network coordination of large-capacity AC excitation variable-speed pumped storage units, expand the application fields of these technologies, and contribute to the development of national energy transition and new power system construction [1]

10月30日，中国电信湖北公司首座110千伏电信智算变电站成功送电并正式投入运行。该站位于武汉临 空港经济技术开发区（东西湖区）网安基地二期内，是支撑华中地区数字经济发展的关键基础设施。 作为国家网络安全人才与创新基地的核心配套工程，110千伏电信智算变电站本期采用双主变设计（终 期4台），本期总容量达2×6.3万千伏安，进线2回，均由大屋岗220千伏变电站送出，电力输送采用双回 路纯电缆敷设，单回路径长度0.72千米，总敷设长度6×0.72千米。 国网武汉供电公司既济集团武汉华源电力设计院作为项目EPC总承包单位，联合国网武汉供电公司发展 策划部（碳资产管理办公室）、电力调度控制中心、营销部（农电工作部、乡村振兴办公室）、运维检 修部、营销运营中心、武汉经济技术研究所等多次开展专项论证，针对网安基地未来五年用电负荷进行 预测，将原计划分两期实施的通信工程与电力工程合并实施，通过优化施工方案、强化安全管控，完成 多项调试项目，包括主变冲击试验、保护装置整定等，确保设备零缺陷投运。 在技术创新上，该站为保障供电的安全性与可靠性，在电缆上安装了电缆故障分析装置。该装置能够实 时监测电缆的运行状态，精准捕捉温度、电 ...

Core Insights - The State Grid Beijing Electric Power Company has completed the post-disaster reconstruction of 63 damaged 10 kV lines in the northern four districts of Beijing after over two months of efforts [1][2] - A rare heavy rainfall lasting 147 hours from July 23 to 29 caused significant damage to power facilities in the northern mountainous areas of Beijing, prompting a rapid restoration of power supply to all affected administrative villages and inhabited natural villages within nine days [1] - The company initiated a "100-day battle" for post-disaster reconstruction, focusing on enhancing the resilience of power equipment against extreme weather [1] Group 1 - The reconstruction project involved 30 engineering tasks related to the power grid, specifically addressing 63 damaged 10 kV distribution lines [2] - As of the end of October, all 63 damaged lines have been restored, with 24 lines simultaneously upgraded for flood resistance [2] Group 2 - New construction standards were developed for the reconstruction, emphasizing the use of high-strength materials and deeper foundations to improve resistance to water flow and flood impacts [1] - In Huairou District, new steel pipe poles with a foundation diameter of 1.8 meters and a depth of 12.2 meters were installed to withstand severe flooding [1] - Emergency power connection devices were installed on new lines in Miyun District to enable rapid deployment of backup power in case of faults [1]

10月30日9时，甘肃张掖电厂扩建煤电750千伏送出工程第一阶段成功投运，甘掖Ⅱ线顺利带电。 工程创新应用"一牵六"张力放线工艺，通过特制牵引走板与一组主牵引机、张力机协同作业，可一次性 同步展放6根子导线，相较于传统施工方式，在有效保护导线机械与电气性能的同时提升施工效率 30%，缩短了整体工期。 "这条输电大通道的建成，将充分发挥电网在能源资源配置中的枢纽平台作用，为河西地区新能源大规 模开发、高效消纳提供坚强网架支撑，同时保障负荷高峰时段直流系统的安全稳定运行，对甘肃中部电 网保供、推动地方经济发展具有重要意义。"甘肃张掖电厂扩建煤电750千伏送出工程业主项目经理王吉 林说道。 甘肃张掖电厂扩建煤电750千伏送出工程是甘肃"十四五"省列重大项目和河西走廊清洁能源基地建设的 关键支撑工程。该工程起于甘州区张掖电厂750千伏升压站，止于张掖甘州750千伏变电站，线路全长 80.51千米，采用单、双回路混合架设方式，新建铁塔169基，扩建出线间隔2个，新增输送容量超4000 兆瓦，将为张掖区域内新增超过486万千瓦（不含157万千瓦储能）的新能源装机提供可靠的调峰和补偿 支撑，对张掖及河西走廊地区的经济增长产 ...

Core Insights - The simultaneous river diversion of the Mengdigou and Yagen I hydropower stations marks a significant milestone in the construction of China's first integrated water-wind-solar energy base in the Yarlung Tsangpo River basin [1][2][4] Group 1: Project Overview - The Mengdigou hydropower station has a total installed capacity of 2.4 million kilowatts and an average annual power generation of approximately 10.4 billion kilowatt-hours [1] - The Yagen I hydropower station has an installed capacity of 300,000 kilowatts and an average annual power generation of about 1.15 billion kilowatt-hours [1] - The completion of both stations is expected to save approximately 3.5 million tons of standard coal and reduce carbon dioxide emissions by about 9 million tons annually [1] Group 2: Integrated Energy Base Development - The Yarlung Tsangpo River basin's integrated water-wind-solar energy base is planned to have a total installed capacity of 78 million kilowatts by 2035, with current clean energy capacity at approximately 21 million kilowatts [2] - The base aims to create a 100% renewable energy supply system and serve as a comprehensive demonstration base for integrated water-wind-solar energy development [2] Group 3: Engineering and Construction Innovations - The construction of the Mengdigou hydropower station incorporates intelligent systems for full lifecycle management, enhancing efficiency by over 40% [6] - The Yagen I hydropower station employs innovative construction methods to improve safety and efficiency during the river diversion process [5][6] Group 4: Economic and Social Impact - The Mengdigou hydropower project is expected to contribute approximately 1.05 billion yuan in taxes during construction and create around 5,000 jobs annually [7] - The Yagen I hydropower station will contribute about 140 million yuan in taxes during construction and create approximately 3,000 jobs each year [7]

Group 1 - The European energy transition is progressing rapidly, with the EU aiming for carbon neutrality by 2050 as per the European Climate Law established in 2021 [3] - The REPowerEU plan has led to significant growth in renewable energy, with an expected addition of approximately 170 million kilowatts of solar power and 40 million kilowatts of wind power from 2022 to 2024, resulting in renewable energy accounting for 47% of total generation [3] - The North Sea is becoming a core area for offshore wind development, with installed capacity targets of 120 million kilowatts by 2030 and over 300 million kilowatts by 2050 as per the Ostend Declaration signed by nine European countries [3] Group 2 - The development of the European grid is lagging behind the rapid growth of renewable energy, with significant investment needs identified: €472 billion for transmission networks and €730 billion for distribution networks by 2040 [4] - The European Commission emphasizes the need for proactive grid planning to address slow project construction, delays in power source access, and insufficient manufacturing capacity [4] - The EU aims for local net-zero technology manufacturing capacity to meet 40% of deployment needs by 2030 and to achieve a 15% global market share in key areas by 2040 as outlined in the Net Zero Industry Act [5] Group 3 - The European energy transition faces multiple challenges regarding power system security, highlighted by recent large-scale blackouts in Spain, Portugal, and the Czech Republic due to voltage surges and grid failures [5] - The need for a balanced approach to development and safety is emphasized, especially as electricity demand in China continues to grow rigidly, necessitating a high-level security framework to support quality development [5]

Core Insights - The largest thermal energy storage electric boiler virtual power plant in China has been launched, enhancing the stability and flexibility of the power grid during the heating season [1][3] Group 1: Virtual Power Plant Operations - The virtual power plant aggregates 16 thermal energy storage electric boilers located in Zhangjiakou and Tangshan, with a total regulation capacity of 544,000 kW [1] - The virtual power plant operates as a "demand response platform," where power generation companies and virtual power plant aggregators submit output and peak regulation plans daily, ensuring precise load resource response [3] Group 2: Renewable Energy Integration - The virtual power plant plays a crucial role in promoting the consumption of renewable energy in the Hebei North region, which is a key clean energy base in China's 14th Five-Year Plan, with installed renewable energy capacity exceeding 82 million kW, accounting for 76% [4] - The power regulation auxiliary service market is designed to operate during peak renewable generation times, allowing the virtual power plant to guide users to consume more electricity when renewable generation is high and reduce consumption when generation is low [4] Group 3: Technological Innovations - The State Grid Hebei Electric Power Company has developed a new load management system, creating an "intelligent brain" for the virtual power plant, enabling precise perception and intelligent control of dispersed resources [4] - The introduction of AI models enhances the operational data analysis, market price trend prediction, and dynamic optimization of control strategies, significantly improving the response speed and operational stability of the thermal energy storage electric boiler virtual power plant [4]

Industry News - A new national standard for liquefied petroleum gas (LPG) will be implemented starting November 1, 2026, enhancing safety and environmental protection by increasing technical requirements compared to the previous standard [4] - The largest thermal energy storage electric boiler virtual power plant in China has been launched, with a total regulation capacity of 544,000 kW, improving the stability and flexibility of the power grid during the heating season [4] Corporate News - State Grid Corporation of China ranks first among central enterprises with a brand value of 544.583 billion yuan, as reported in the 2025 Central Enterprises Brand Value Report [5] - China Mobile has transferred 41.9813 million A-shares to China National Petroleum Corporation at no cost, aiming to strengthen strategic collaboration in information technology and smart energy sectors [5] - A waste-to-energy power plant in Brazil, constructed by Chinese companies, is set to process 870 tons of solid waste daily and has an installed capacity of 19.1 MW, expected to be operational by 2027 [5] Local News - The power grid reconstruction in Beijing's four districts affected by the July 2025 floods has been completed, ensuring reliable electricity supply for winter [6] - Gansu Province has completed its first renewable energy pricing auction, with a total auctioned volume of 830 million kWh at a price of 0.1954 yuan per kWh for a 12-year term [6] - Inner Mongolia's UHV power grid has delivered over 800 billion kWh of electricity, sufficient to supply power for 280 million households for a year [6] - Qinghai Oilfield has surpassed 1 billion kWh in renewable energy generation, marking a significant milestone for the highest-altitude oil and gas field [7] - Xinjiang's power grid has installed over 13.47 million kW of energy storage capacity, supporting efficient renewable energy consumption and grid stability [9] International News - Germany will provide subsidized electricity prices for energy-intensive industries starting January 2024, aimed at reducing operational costs [11] - Iraq has halted imports of gasoline, diesel, and kerosene as domestic production meets local demand [11] - Ukrainian President Zelensky discussed energy system protection with NATO representatives, focusing on procurement of defense systems ahead of winter [13] - The European Union will provide emergency energy assistance to Ukraine to help it through the winter [13]

Core Viewpoint - China Huadian Group officially launched the "Huadian Smart" large model at the 2025 China Huadian New Power System Technology Innovation Forum, establishing an "AI+" innovation system tailored to the energy sector, which supports the digital transformation of the entire power industry chain and the construction of a new power system [1][2]. Group 1 - The "Huadian Smart" large model is centered around one industry model, featuring two key capabilities in AI supply and governance, supported by six technical pillars, empowering five business areas, and generating over 300 intelligent agents [2]. - The model is characterized by its application-oriented approach and deep integration with business, featuring a unique "vertical and horizontal" large model system that includes a three-tier architecture covering "industry-profession-scenario" across the entire lifecycle of "planning, construction, operation, maintenance, and management" [2]. - The model has demonstrated significant application results, including a 5% improvement in prediction accuracy for runoff forecasting, increasing the utilization rate of hydropower in the Wujiang River Basin from an average of 5.8% over the past decade to 10.8% [2]. Group 2 - During the "14th Five-Year Plan" period, China Huadian will fully implement the "AI+" initiative, promoting the application of artificial intelligence in high-value scenarios such as "desertification, water, wind, and solar" to contribute to the digital transformation of energy and the construction of a digital China [3].

Core Insights - The National Energy Administration issued 229 million green certificates in September 2025, with 68.86% being tradable [2][4] - From January to September 2025, a total of 2.108 billion green certificates were issued, with 1.435 billion being tradable [2] Green Certificate Issuance - In September 2025, 2.29 million green certificates were issued across 306,500 renewable energy projects [2] - The breakdown of green certificates issued in September by renewable energy type includes: - Wind Power: 721,600 - Solar Power: 732,400 - Conventional Hydropower: 687,600 - Biomass Power: 136,000 - Other Renewable Energy: 124,100 - Total green certificates issued from January to September 2025 reached 2.10758 billion [3] Green Certificate Trading - In September 2025, 65.12 million green certificates were traded, with 21.02 million being for green electricity [4] - The total number of green certificates traded from January to September 2025 was 529 million, with 179 million for green electricity [4] - The average trading price for green certificates in September was 4.99 yuan per certificate, reflecting an 11.78% decrease from the previous month [5][7]