7月17日，笔者从南方电网云南电网公司获悉，随着云南省楚雄州南华县20万千瓦/40万千瓦时共享储能 完成市场注册手续，云南省内21家并网投产集中共享储能企业全部完成电力市场注册，总容量达435.5 万千瓦/871万千瓦时，进一步优化了云南省内电力市场资源配置能力，增强了电力系统调节能力，推动 清洁能源实现高效利用。 近年来，云南省立足资源禀赋和发展实际，以光伏为主的新能源开发建设提速，目前累计装机已超6500 万千瓦，占全省电源总装机比例近40%，成为仅次于水电的第二大装机电源。源网荷储的协同发展，是 统筹新能源大规模开发与高水平消纳的关键。为推进省内新能源供给消纳体系建设，国家及云南省密集 出台政策，大力推动储能发展。自2024年8月云南省首个共享储能电站在楚雄州永仁县投运以来，云南 省新型储能装机已经达到501.64万千瓦。其中，集中共享储能装机达435.5万千瓦，占新型储能总装机的 87%。 据介绍，储能具有"低储高发"的独特特性。一方面能够有效提高风电、光伏等清洁能源的消纳能力，平 滑清洁能源出力波动，保障电力供应的稳定性和可靠性；另一方面，可灵活参与电能量交易和辅助服务 市场。在电能量交易中，通过合 ...

Core Viewpoint - The development of clean energy in Tibet is being significantly advanced through substantial investments and projects led by China Datang Corporation, aiming to utilize the region's abundant renewable resources for local benefit and contribute to national energy security [1][3][4]. Investment and Development - China Datang Corporation signed a cooperation agreement with the Tibet Autonomous Region government to invest nearly 18 billion yuan over the next three years to promote clean energy development in Tibet [1]. - The company is actively involved in constructing the world's highest-altitude wind power project, the Datang Bashu Wind Farm, which has a total installed capacity of 100 megawatts and is expected to generate over 223 million kilowatt-hours of clean energy annually [4]. Environmental Impact - The Bashu Wind Farm will save approximately 73,100 tons of standard coal and reduce emissions of sulfur dioxide by about 621.39 tons, carbon dioxide by approximately 182,800 tons, and nitrogen oxides by around 540.97 tons each year [4]. - The first photovoltaic project in the southeastern clean energy base, the Datang Bashu Yiqing 300 MW solar project, is expected to generate 450 million kilowatt-hours annually, reducing carbon dioxide emissions by about 400,000 tons [5]. Technological Innovation - The company emphasizes technological innovation as a key driver for development, focusing on integrating technology and industry to enhance clean energy projects [6][7]. - The Datang Zhala Hydropower Station is a significant project that aims to overcome technical challenges in high-altitude water resource development, contributing to the advancement of large-capacity hydropower technology [7][8]. Community Development and Support - Datang Tibet Company is committed to rural revitalization, improving local infrastructure, and enhancing the living conditions of residents through various initiatives [10][11]. - The company has helped create job opportunities for 2,000 local farmers and herders, generating nearly 50 million yuan in income [13]. Future Goals - The company aims to establish a national-level clean energy demonstration base in Tibet, aligning with national strategies for high-quality development and ecological civilization [13].

Core Viewpoint - The article highlights the rampant illegal operations of black oil points in China, emphasizing the urgent need for a comprehensive crackdown to ensure public safety and maintain market order [1][2][3]. Group 1: Illegal Operations and Risks - The illegal oil points pose significant threats to public safety, with operations involving unregulated and hazardous fuel that can damage vehicles and pollute the environment [1]. - A black market chain exists, involving illegal oil refining, transportation, and sales, which undermines tax revenues and creates safety hazards for consumers [1][2]. Group 2: Government Response and Strategy - The government is implementing a multi-departmental approach to combat illegal oil operations, involving various agencies to tackle the issue from multiple angles, demonstrating a commitment to zero tolerance [2]. - The strategy includes not only addressing existing illegal operations but also preventing new ones by improving the availability of legal fuel supply in underserved areas [3]. Group 3: Long-term Goals and Expectations - The initiative aims to create a safe, orderly, and transparent fuel market, which is essential for public safety and economic development [3]. - The success of this crackdown will be measured not just by the quantity of illegal fuel seized but by the establishment of a sustainable and compliant fuel supply ecosystem [3].

Group 1 - The IEC white paper titled "Key Technologies for Fire Prevention and Control of Renewable Energy Generation and Storage Facilities for a Low-Carbon Future" has been officially approved, marking a significant milestone for the company in the field of fire prevention technology for renewable energy facilities [1][2] - This project is the first IEC white paper initiative in the global fire prevention technology sector for renewable energy power facilities, indicating a historic shift for the country from being an executor of international standards to a decision-maker in top-level design [1][2] - The successful approval of the white paper is based on the national key research and development project led by the company, focusing on fire prevention technologies for new power systems [1] Group 2 - The approval allows the country to lead forward-looking research and top-level design of international technical rules in this field, enhancing its ability to plan and guide future international standards [2] - The initiative showcases the country's leading capabilities in the research and application of fire prevention technologies for renewable energy power facilities, providing strong strategic support for mastering international technical standard-setting [2] - The project leader, Dr. Deng Jun, emphasized the commitment to gather top industry talents and ensure high-quality completion of the white paper [2]

Core Insights - The global energy investment landscape has undergone a significant transformation over the past decade, with a historic shift towards low-carbon investments, projected to reach $3.3 trillion by 2025, where renewable energy, grid, and storage will account for $2.2 trillion, double that of fossil fuel investments [2][4]. Investment Trends - The period from 2015 to 2025 is identified as a watershed moment, with renewable energy investments surpassing fossil fuel investments by over 50% [4]. - The Asian Infrastructure Investment Bank reported that its renewable energy investment share increased from 28% in 2016 to 80% in 2025, indicating a decisive shift towards clean energy [4]. Investment Structure Changes - Investment in the electricity sector is projected to exceed $1 trillion by 2025, with wind and solar energy growing at an annual rate of over 15% [5]. - The cost of solar photovoltaic and battery technologies has decreased by 60% over the past decade, facilitating the growth of distributed solar projects in developing countries like Pakistan [5]. - Geopolitical tensions post-2022 have accelerated the shift towards clean energy, with examples such as the EU's hydrogen strategy and the U.S. Inflation Reduction Act [5]. China's Role in Global Energy Investment - China is projected to account for over 30% of global energy investments by 2025, with over 70% of that in clean energy [7]. - China's unique approach involves a closed-loop system of resource assurance, technological breakthroughs, and policy coordination, significantly impacting the global energy market [8]. Challenges in Energy Transition - The transition to low-carbon energy is fraught with challenges, including disparities in development among countries, as seen in India and Turkey, which face rising costs due to local industry growth [11]. - The competition for critical mineral resources has intensified, with countries like the U.S. and EU updating their strategic mineral lists, highlighting the importance of supply chain resilience [11]. Solutions for Energy Investment Imbalance - Addressing energy investment imbalances requires multi-dimensional efforts, including policy design, market cultivation, technological breakthroughs, and international cooperation [13]. - Innovative financing tools, such as those introduced by the Asian Infrastructure Investment Bank, are essential for supporting the development of renewable energy policies in developing countries [13]. Future Directions - The evolution of energy investment reflects a shift from policy-driven to market-driven approaches, emphasizing the need for a balance between safety, development, and sustainability [15].

Core Insights - The Chinese green certificate system has achieved significant breakthroughs in issuance, trading scale, and application scenarios, marking a rapid advancement in the marketization of green energy in China [1][2] - As of March 2023, China's renewable energy installed capacity reached 1.966 billion kilowatts, a year-on-year increase of 24%, accounting for 57.3% of the total installed capacity in the country and over 40% of the global renewable energy installed capacity [1] Group 1: Green Certificate System - The green certificate serves as a "green ID" for renewable energy electricity, with a comprehensive lifecycle management system established in China to ensure effective tracking of renewable energy production and usage [2] - In March 2023, the global green electricity consumption initiative RE100 fully recognized Chinese green certificates, enhancing their international recognition and influence [2][3] Group 2: Market Development Strategies - The Chinese government aims to create the world's largest green certificate market by improving the issuance and trading mechanisms, promoting distributed renewable energy projects, and ensuring stable market supply [2][3] - The government plans to expand application scenarios for green certificates, linking them with energy consumption responsibilities and carbon emission controls to stimulate consumer demand [3] - International cooperation will be strengthened to enhance global recognition of Chinese green certificates, including collaboration with the EU and organizations like RE100 [3][4]

Industry News - Three departments jointly announced the addition of two new electricity professions, including 17 new occupations and 42 new job types in the energy and electricity sector [3] - The world's first international standard proposal for product carbon footprint in the photovoltaic field has been officially established, focusing on the carbon footprint accounting methodology for photovoltaic modules [3] - A new oil field with a production capacity of one billion tons has been successfully put into operation in the Bohai Sea, marking a significant step for China's offshore oil production and energy security [3] Corporate News - China Southern Power Grid has restored 97.1% of users affected by Typhoon "Wipha," completing repair tasks across all affected areas [5] - China National Nuclear Power has established a new company, China Nuclear Shandong Energy Development Co., Ltd., to develop energy projects in Shandong Province [7] - Huadian New Energy plans to use raised funds of 15.592 billion yuan to replace self-raised funds previously invested in fundraising projects [7] - NIO Energy has officially settled its headquarters in Wuhan, aiming to enhance its manufacturing capabilities and technological development [7] Local News - Guangdong will establish a zero-carbon smart industrial park, expected to be operational by June 2027, providing at least 40% of the power battery recycling materials for the Greater Bay Area [8] - 24 sets of 2000-meter deepwater marine equipment have been delivered, enhancing China's deepwater marine equipment manufacturing capabilities [8] International News - The next round of US-China negotiations may discuss China's purchase of Russian and Iranian oil, with China emphasizing the importance of dialogue and cooperation [10] - The largest biomass power station under construction in West Africa has successfully completed its electrical commissioning, expected to provide sustainable clean energy and reduce carbon emissions [10]

Core Insights - The article highlights the significant advancements and achievements in China's clean energy supply chain, showcasing its role in global energy transition and sustainability efforts [1][6]. Industry Overview - China's clean energy investment has reached $625 billion, accounting for one-third of global investments, with the country leading in new energy vehicle sales, solar, and wind power installations for ten consecutive years [1][2]. - Over 80% of global solar components and 70% of wind power equipment are manufactured in China, indicating the country's comprehensive clean energy industrial chain [1]. Key Developments - Major companies like China National Offshore Oil Corporation (CNOOC) and Sinopec are pivotal in stabilizing the energy supply chain, with CNOOC achieving a 92% localization rate in core equipment for deep-sea oil and gas development [2]. - Sinopec has established the world's largest green hydrogen project in Xinjiang, with an annual capacity of 20,000 tons, demonstrating advancements in flexible hydrogen production technology [2]. Technological Innovations - Innovations such as the 5 MW chemical chain combustion system by Dongfang Electric can reduce carbon capture costs by two-thirds, enhancing the economic viability of clean coal utilization [3][4]. - Sinopec's advancements in hydrogen production have led to a 30% reduction in manufacturing costs for alkaline electrolysis cells, making green hydrogen more accessible [3]. Global Collaboration - CNOOC's overseas operations span over 40 countries, establishing a robust energy network that supports energy security in the Asia-Pacific region [4][5]. - The Belt and Road Initiative has facilitated green energy project collaborations with over 100 countries, contributing to local energy shortages and promoting global energy transition [5][6]. Future Directions - The clean energy supply chain is expected to focus on enhancing hydrogen storage and transportation technologies, improving system collaboration, and expanding high-level openness to international standards [6].

走进美的集团旗下佛山市威灵洗涤电机制造有限公司园区，5万平方米的屋顶光伏板在阳光下熠熠生 辉。"屋顶光伏每年可产生约870万千瓦时清洁电能，约占园区总用电量的27%，相当于每年减少8500吨 碳排放。"该企业负责人肖先生表示，"利用光伏发电不仅让产品获得了国际低碳认证，每年还可节省电 费超390万元。" 光伏发电呈现增长态势，是广东助力实现"双碳"目标的一个缩影。据悉，今年1~6月，广东绿电交易电 量82.9亿千瓦时，同比增长60.2%。自2021年6月广东开展绿电交易试点以来，绿色环境属性交易价格降 至6.7厘/千瓦时，意味着用户可用更低成本购买绿电，为全省能源转型注入强劲动力。 交易主体数量8.5万家 市场化用电量占全社会用电近七成 截至今年6月底，广东全省新能源总装机超7850万千瓦，占比接近33%，其中，海上风电装机突破1251 万千瓦，位居全国第一。 新能源规模的蓬勃发展，为电力市场注入了新活力。据悉，广东于今年6月27日起有序推进第二批110千 伏新能源参与市场结算运行。广东电网遵循"成熟一批推动一批"的原则，推动韶关、汕头、湛江、惠 州、阳江共计77家合计额定容量约590万千瓦的新能源场站有序参 ...

Core Insights - Guizhou Province's electricity consumption reached 1004.28 billion kWh in the first half of the year, marking a year-on-year increase of 9.03%, indicating strong economic vitality and development trends [1] Industrial Electricity Consumption - Industrial electricity consumption grew by 9.35%, significantly supporting Guizhou's economic development as traditional industries transform and new industries emerge [2] - The aluminum smelting industry saw a 16.33% increase in electricity consumption, with Guizhou Aluminum New Materials Co., Ltd. operating at full capacity [2] - The electricity consumption in the aluminum industry chain in Qingzhen City reached 37.03 billion kWh, up 2.18% year-on-year [2] - The phosphate chemical industry experienced a 9.29% increase in electricity consumption, while the new energy battery materials sector surged by 47.63% [2] Textile Industry Performance - Tongren Fujian Tianxiang Textile Co., Ltd. reported a remarkable 257% year-on-year increase in electricity consumption, with an average daily consumption of 33,000 kWh [3] Internet Data Services - Electricity consumption for internet data services increased by 51.68%, driven by the exponential growth in computing power demand at data centers [4] - Guizhou Electric Power invested in a 500 kV substation to ensure reliable power supply for major data centers, achieving a power supply reliability rate of 99.999% [4] - The data center electricity load has tripled over five years, with no recorded power outages [4] Big Data Industry - In the first half of the year, the electricity consumption of the big data industry in Gui'an New Area reached 12.57 billion kWh, contributing to rapid development in related sectors [5] - Guizhou Electric Power is implementing a power supply plan to support the national integrated computing network [5] Accommodation and Catering Industry - The accommodation and catering sector's electricity consumption increased by 6.75%, with significant contributions from tourism-related activities [6] - The tourism sector in Zhaoxing received 1.027 million visitors, generating a total revenue of 1.02 billion yuan [6] Charging Service Industry - The charging service industry has seen a 49.92% increase in electricity consumption, with 2,476 charging stations and 12,782 charging guns established by the end of June [7] - This development supports the growth of the new energy vehicle industry and promotes green travel [7]