通信光缆是电力系统信息传输的"主动脉"，其稳定运行直接关乎电网安全。此前，受外部施工破坏引起 光缆故障以及光缆自身老化等因素影响，2024年该公司通信光缆运行正常率偏低。针对这种情况，通信 运检二班QC小组聚焦通信光缆运维难题，通过数据分析锁定核心症结，有针对性地采取措施提升通信 光缆正常运行率。 8月29日，国网福建厦门供电公司通信运检二班QC小组对1至8月通信光缆运维工作进行复盘，加快推进 通信运维由传统向智能转变。 据悉，QC小组主要从三个方面精准施策：在光缆标识优化上，采用实物标识方案，实现光缆标识100% 全覆盖，让光缆"身份"清晰可辨；在光缆巡视升级上，引入基于AI的城市管道智能感知系统，结合I国 网平台构建"智能监测+高效上报"机制，推动电力通信运维由传统方式向智能化的转变；在光缆迁改协 同上，联合市政部门搭建多维度沟通平台，从源头上减少施工破坏风险。同时，为了巩固提升成果，厦 门供电编制出台《通信光缆标识管理制度》等规范制度，有力确保提升措施的有效性和长效性。 ...

烟威1000千伏特高压交流输变电工程新建1000千伏海阳西变电站，扩建昌乐、高乡两座1000千伏变电 站，新建线路总长567.3千米，其中昌乐段全长8千米，共建设18基铁塔，全部位于红河镇辖区内。 8月31日，随着01S144号铁塔基地区域地上附着物清理工作正式启动，烟威1000千伏特高压交流输变电 工程（昌乐段）全线贯通，为工程建设整体提速奠定坚实基础。 该工程立项以来，国网山东昌乐县供电公司全力推进工程建设各项工作。昌乐供电推动成立昌乐县电网 （特高压）工程建设工作专班，建立县自然资源和规划、住房和城乡建设、交通运输等部门的沟通联动 机制，开辟电网（特高压）工程建设"绿色通道"，为高效解决电网建设中遇到的难点、堵点问题提供坚 实组织保障；提升手续办理效率，主动与规划主管部门沟通对接，最大限度精简各类审批环节，推行容 缺受理、并联办理，提前完成项目公示工作，在全省范围内率先完成线路建设工程规划许可证办理，确 保项目依法合规推进；破解民事协调难题，专门成立民事协调工作专班，实行领导包靠责任制，层层压 实管理责任，严格开展协调进度考核，保障民事协调计划高效落实，为工程全线贯通筑牢根基。 ...

"十四五"以来，煤炭行业深入贯彻落实党中央、国务院决策部署，在国家煤炭行业管理部门的带领下， 全行业上下凝心聚力、踔厉奋发，紧紧围绕保障能源安全、推动绿色低碳转型、提升产业竞争力的核心 目标，推动发展方式向质量效益型转变、生产要素向人才技术密集型转变、煤炭产品向原料与燃料并重 转变、煤炭生产向智能化生产转变，行业高质量发展迈出坚实步伐，取得了跨越式发展。 "十四五"以来，煤炭行业坚持"上大压小、增优汰劣"，煤炭生产结构持续优化，全国煤矿数量降至4300 处以内，平均单井（矿）规模提高到170万吨/年左右，年产120万吨以上的大型现代化煤矿已经成为我 国煤炭生产主体。建成年产千万吨级煤矿83处、产能达到13.6亿吨/年，比2020年增加31处、产能增加 5.4亿吨/年。以坚实的生产体系为基础，一大批煤炭企业集团持续打造战略性新兴产业集群，加快布局 先进算力、前沿新材料、高端装备、新型储能、智慧物流、生态旅游、现代金融等新兴产业，抢占产业 发展新领域新赛道，塑造经济发展新优势。郑州煤矿机械集团智慧园区入选全球"灯塔工厂"，榆鄂宁现 代煤化工集群成功入选国家级先进制造业集群，专精特新企业、"小巨人"企业、单项冠军企 ...

Group 1 - The total installed capacity of Guizhou's power grid has surpassed 80 million kilowatts, reaching 81.707 million kilowatts, marking a significant milestone in the development of the energy sector in Guizhou [1] - The installed capacity breakdown includes 38.5% from thermal power, 21.6% from hydropower, and 39.9% from renewable energy sources, indicating a shift towards a more diversified energy mix [1] - Guizhou has made substantial progress in upgrading and transforming its energy industry, transitioning from a traditional "water-fire mutual assistance" model to a multi-energy complementary model including wind and solar [1] Group 2 - As of August 27, the coal stock for thermal power in Guizhou reached 13.41 million tons, a year-on-year increase of 46.3%, with an available supply duration of 82.6 days, setting a historical record [2] - The addition of 660,000 kilowatts of new thermal power units has brought the total installed capacity of thermal power to 31.44 million kilowatts [2] - The "coal-for-water" strategy has been effectively implemented to ensure sufficient coal supply and maintain high operational levels of thermal power units, preparing for peak winter demand [2]

Core Viewpoint - The development of charging infrastructure during the "14th Five-Year Plan" period has significantly supported the rapid growth of the new energy vehicle industry in China, establishing a comprehensive charging network and enhancing the overall market competitiveness [1][2]. Group 1: Achievements in Charging Infrastructure Development - The "14th Five-Year Plan" has marked a critical period for the large-scale development of charging infrastructure, with the number of charging facilities reaching 16.1 million by June 2025, which is 9.5 times that of the end of the "13th Five-Year Plan" [4]. - The total charging volume for new energy vehicles reached 54.923 billion kWh in the first half of 2025, with an increase of 870% compared to the 2020 baseline [4]. - A wide-ranging charging network has been established, with 97% of county towns and 80% of rural towns equipped with public charging facilities, significantly alleviating "charging anxiety" for users [4]. Group 2: Policy Framework and Support - A series of policies have been introduced to guide the development of the charging industry, including the inclusion of charging stations in national long-term bond funding support [3]. - The establishment of a three-tier monitoring platform for charging facilities at the national, provincial, and municipal levels has been accelerated, enhancing data statistics and operational analysis [3]. Group 3: Industry Ecosystem and Market Dynamics - The charging industry has seen active participation from various sectors, including traditional power, telecommunications, and new entrants from automotive, oil, and logistics industries, with over 600,000 existing charging enterprises [6]. - The market environment has become increasingly open, with private enterprises accounting for over 80% of the market, fostering a diverse industrial structure [6]. Group 4: Technological Advancements and Standards - The average power of newly added direct current charging guns increased from 73.90 kW at the end of 2021 to 98.51 kW by June 2025, indicating a trend towards higher power charging facilities [7]. - A total of 67 national, industry, and group standards have been released over the past five years, including the ChaoJi standard, which promotes the progress of high-power charging in China [7]. Group 5: Future Development Goals - By the end of the "15th Five-Year Plan," it is expected that the number of new energy vehicles in China will exceed 100 million, with charging facilities reaching over 50 million [12]. - The focus will be on enhancing the quality and coverage of the charging network, particularly in urban and rural areas, to meet the growing demand for electric vehicle charging [12].

Core Viewpoint - The construction of zero-carbon parks is transitioning from conceptual exploration to standardized development, driven by intensified climate change and the implementation of dual carbon strategies [1] Policy Framework - A multi-level policy system has been established, with national, provincial, and local policies providing clear guidance for zero-carbon transformation [2] - The national notice on zero-carbon park construction marks the entry into a standardized phase, focusing on funding mechanisms, technical support, and evaluation systems [2] Provincial Initiatives - Provinces are developing localized zero-carbon park policies based on their resource endowments and industrial foundations, with Jiangsu and Zhejiang setting specific quantitative targets for energy consumption and resource utilization [3] Local Implementation - Cities are focusing on actionable policies with quantifiable goals, such as Wuxi's three-year action plan aiming to establish multiple zero-carbon parks and factories by 2027 [4] - Hangzhou's implementation opinions emphasize a combined approach of policy, market, and technology to support carbon neutrality [4] Case Studies - Suzhou Industrial Park aims for over 30% renewable energy by 2025 and a 50% reduction in carbon intensity compared to 2020 [5] - Shanghai's Taopu Smart City plans to achieve 100% renewable energy supply by 2030, targeting an 80% reduction in carbon emissions [5] Impact on Power Grid Operations - Zero-carbon parks enhance renewable energy consumption, improve grid flexibility, and increase resilience against disasters through microgrid capabilities [7] - The integration of distributed energy resources optimizes load characteristics and enhances the economic and stable operation of the grid [7] Recommendations for Development - Emphasizing the role of power companies in technological innovation and demonstration projects to support zero-carbon park construction [8] - Advocating for policy support and financial incentives to lower operational costs and encourage enterprise participation [8] - Strengthening service optimization and capacity building through comprehensive support and training programs [9]

Core Insights - Gansu Province's cumulative renewable energy generation reached 651.13 billion kilowatt-hours (kWh) from January to August, accounting for 39.62% of total power generation, with an expectation to exceed 1,000 billion kWh by 2025 [1] - In August, Gansu's renewable energy generation hit 81 billion kWh, marking the sixth consecutive month above 80 billion kWh, with July's output reaching a record high of 95.99 billion kWh [1] - Gansu Electric Power Company has implemented various measures to support large-scale and high-quality integration of renewable energy, including enhancing peak regulation capabilities and developing a robust inter-regional transmission network [1] Renewable Energy Development - The province's peak regulation capacity has improved, with 4 units of 300,000 kW thermal power decoupled for peak shaving, achieving a peak regulation depth of 33% [1] - The cascade hydropower peak regulation capacity increased by 20% to 4.09 million kW [1] - A "UHV DC + AC interconnection" framework has been established for power transmission, with the "Long Electric into Shandong" project delivering 81.77 billion kWh in its first four months of operation [1] Market Innovations - Gansu has introduced a market-oriented model combining energy storage, frequency regulation, and peak shaving, achieving 2.3 million kW of peak shaving through bilateral trading [1] - The province has also engaged in high-frequency inter-provincial trading, with midday export volumes reaching three times that of evening peak loads [1] External Trade Performance - In the first three quarters, Gansu organized external electricity trading totaling 209.2 billion kWh, reflecting an 18.1% year-on-year increase and a 43.2% quarter-on-quarter increase [2] - The province has developed a multi-decision model for source-storage coordination, implementing intelligent scheduling to enhance the efficiency of renewable energy and storage control [2]

Group 1 - The core focus of the meetings was on deepening cooperation in energy sectors, including nuclear energy, renewable energy, and oil and gas processing between Kazakhstan and Chinese companies [1][2] - Kazakhstan President Tokayev expressed confidence in the successful advancement of joint projects, particularly in the nuclear sector, including the construction of a second nuclear power plant in Kazakhstan [2] - Specific cooperation agreements were reached, including a 300 MW solar project in Turkestan, a 160 MW steam turbine project in Aqtau, and a urea project in Aktobe [3] Group 2 - The meetings resulted in over 70 commercial agreements signed during the 8th China-Kazakhstan Entrepreneurs Committee meeting, with a total value exceeding $15 billion, covering key areas such as energy, infrastructure, high technology, and agriculture [3] - The discussions highlighted a new energy cooperation framework based on mutual trust and strategic vision, with Chinese partners showing a clear willingness to invest in Kazakhstan's energy security projects [3] - The modernization of the Chimkent refinery, with an annual processing capacity of 12 million tons, was emphasized as a significant project during the discussions with China National Petroleum Corporation [2]

| | | | 五大电力上市公司2025年半年度业绩 | | | | --- | --- | --- | --- | --- | --- | | 序号 | 公司名称 | 营收(亿元) | 增幅 | 净利润(亿元) | 增幅 | | 1 | 华能国际 | 1120. 32 | -5. 70% | 92. 62 | 24. 26% | | N | 国电电力 | 776. 55 | -9. 52% | 36. 87 | -45.11% | | 3 | 华电国际 | 599. 53 | -8. 98% | 39. 04 | 13. 15% | | 4 | 大唐发电 | 571. 93 | -1. 93% | 45. 79 | 47. 35% | | 5 | 中国电力 | 238. 58 | -9. 87% | 28. 35 | Co . 16% - 15 | 按降序排列，华能国际、国电电力、华电国际、大唐发电、中国电力等5家公司上半年营业收入依次为 1120.32亿元、776.55亿元、599.53亿元、571.93亿元、238.58亿元。5家公司上半年营业收入增幅均同比 下降，最大降幅为中国电力，同比下降9.87% ...

9月1日，南方电网云南昆明供电局自主创新构建的"1+2+N"二次立体智能运维体系再获行业认可，其品 牌业务"出口压板电位测量替代""远程技术监督"获评云南电网公司典型示范项目，成为电力行业智能化 运维标杆。 据了解，昆明供电局自主创新构建"1+2+N"二次立体智能运维体系，以"平台筑基、数据驱动、业务协 同"为核心，通过技术与业务深度融合，打造国内首创的电力运维新模式，显著提升设备可靠性与运维 效率。"1"即保信主站二次智能运维管控平台，作为中枢系统整合运维数据与业务流程。"2"指保信子 站、外信子站两个现场运行数据与环境数据采集载体，实现设备状态实时感知。"N"包含多个现场智能 采集终端，比如出口压板监测、N600电流监测、直流可靠性等，形成"调度端—厂站端—设备端"三级 联动架构。 为夯实基础，该局成立云南电网首个二次远程运维班，以110千伏石虎关变电站为试点，通过部署智能 感知技术，逐步在昆明电网推广智能终端应用，实现35千伏及以上变电站保信子站全覆盖，220千伏及 以上出口压板监测全覆盖。 今年以来，该局累计开展出口压板电位测量替代206次，二次远程技术监督发现问题633项，远程作业监 督查处不规范操 ...