燕山脚下，机组轰鸣；首都北翼，电能潮涌。当国网新源北京十三陵蓄能电厂迎来投产发电三十周年的 重要时刻，这座深植于京畿大地的现代化电能调节枢纽，正以三十载如一日的精准调度与可靠运行，在 守护电网安全、保障首都发展的征程中，谱写着无愧于时代的壮丽篇章。 从1995年首台机组并网发电，到如今成为华北电网不可或缺的稳定器、调节器、平衡器；从应对日常调 峰到护航重大活动，十三陵电厂始终以精湛技术和责任担当，牢牢守护着首都电网的安全防线。 应需而生，筑牢电网安全基石 20世纪90年代初，京津唐电网负荷持续增长，调峰能力不足。在这一背景下，十三陵电厂肩负起保障电 网安全稳定运行的时代使命。 作为国内首个自主勘测设计的大型抽水蓄能项目，其建设过程挑战重重。电厂地处火成岩地带，地质条 件复杂，施工难题频发；同时，寒冷气候也为工程带来严峻考验——山顶冬季极端气温低至零下三十多 摄氏度，对上水库防渗抗冻结构提出极高要求。面对复杂地质，建设者采用"短进尺、早封闭、勤测 量"的"新奥法"施工，并以精湛的锚索工艺加固边墙，攻克施工难关。面对寒冷环境，他们创新采用全 库钢筋混凝土面板防渗方案，并将止水带接头在工厂整体成型，从工艺上确保了工 ...

世界首台8吉瓦超大容量特高压柔性直流换流阀研制成功 12月16日，中国电气装备所属许继电气成功研制世界首套±800千伏/8吉瓦柔性直流输电换流阀，并顺利通过800千伏高端换流阀型式试验，创下全球柔性 直流输电领域换流阀设备容量最高纪录，巩固了我国在特高压柔性直流输电技术领域行业领先地位。 该产品由许继电气完全自主设计，在世界上首次采用基于4.5千伏/5千安级大功率IGBT器件，将应用于国家西电东送重点工程——甘肃至浙江±800千伏特 高压柔性直流输电工程（甘浙工程）。 甘浙工程是世界首个采用自主研发的8吉瓦全容量特高压柔性直流输电技术的项目，也是国家"十四五"电力发展规划重点项目，可将甘肃优质煤炭和风光 新能源转换为电力送出，发挥中西部地区绿色能源优势，满足地方经济的发展需要。工程将在系统构建、先进控制等多方面创造多项世界第一，有力保障 甘肃大规模新能源消纳送出和浙江复杂大电网安全稳定运行，为"沙戈荒"大基地等高比例新能源外送工程发挥示范作用。工程投运后，每年可为浙江输送 清洁电力超360亿千瓦时，有力推动能源结构优化与"双碳"目标实现，对构建新型能源体系、保障国家能源安全具有深远意义。 在甘浙工程换流阀设备 ...

上述消息显示，云鹏刚已任内蒙古能源集团党委书记。 【云鹏刚任内蒙古能源集团党委书记】据内蒙古能源集团微信公众号消息，12月16日，内蒙古能源集团 召开2025年第四次安委会会议。集团公司党委书记、总经理云鹏刚主持会议并讲话。 云鹏刚，男，蒙古族，1976年2月生，研究生，工学硕士，中共党员，此前担任内蒙古能源集团有限公 司党委副书记、总经理、董事。 内蒙古能源集团于2021年9月由原蒙能、能建重组整合而成，注册资本208亿元，现有员工1万余人，资 产总额突破1500亿元，目前在运在建装机超过5100万千瓦，容量规模上升至自治区发电企业首位。现有 新能源及运维、火电及供热、煤炭、建设服务四大主营产业板块。城市居民供热能力1.1亿平方米，煤 炭资源储量162亿吨。拥有电力勘察设计甲级资质，电力工程施工总承包特级资质，电源工程类调试一 级资质，具备新能源规划、设计、咨询、施工、监理、调试、运维、装备制造全产业链建设运营能力。 #电力快讯# ...

和鲁，男，1971年9月出生，汉族，中共党员，硕士学位，正高级工程师。现任第十届董事会股东代表 董事，拟任吉林电力股份有限公司总经理。 曾任新疆化工设计研究院副院长，党委副书记、院长，党委书记、院长、执行董事；中国联合重型燃气 轮机技术有限公司办公室（董事会办公室)主任、党群工作部主任，科技管理部主任，副总工程师；国 家电力投资集团有限公司科技与创新部（军民融合办公室、重大科技专项办公室）处长，副总监；国家 电力投资集团有限公司科技与创新部（重大科技专项办公室）副主任；国家电力投资集团有限公司战略 性新兴产业部（重燃重大专项办公室、融合办公室）副主任；吉林电力股份有限公司副总经理（主持工 作）。#电力快讯# | | | 【国家电投上市公司总经理调整】12月16日，吉林电力股份有限公司召开第十届董事会第四次会议，审 议通过了《关于聘任和鲁先生为公司总经理的议案》，经董事会提名委员会资格审查，董事会聘任和鲁 先生为公司总经理，任期自董事会审议通过之日起至第十届董事会届满之日止，同时解聘其公司副总经 理（主持工作）职务。 附件 和鲁先生简历 和鲁,男,1971年9月出生,汉族,中共党员,硕士学位,正 高级工程师。现 ...

Core Insights - The report indicates that China's major power companies will have an average R&D expenditure intensity of 2.82% in 2024, surpassing the national average of 2.68%, highlighting the acceleration of energy and power transformation driven by technological innovation [1] Group 1: R&D Investment - In 2024, major power companies are expected to invest 198.32 billion yuan in technological innovation, representing a 9.16% increase from the previous year [1] - Among the investments, power generation companies will contribute the most at 104.23 billion yuan, while grid and construction companies will invest 51.28 billion yuan and 42.81 billion yuan, respectively [1] Group 2: Talent Development - The number of research personnel in major power companies is projected to reach 237,100 in 2024, with the proportion of master's and doctoral degree holders continuing to rise [1] - The percentage of doctoral degree holders increased from 2.95% in 2020 to 4.45% in 2024, indicating an ongoing optimization of the talent structure [1] Group 3: Achievements in Innovation - The power industry received four gold and six silver awards at the 25th Patent Awards in 2024, and from 2017 to 2024, it accumulated 91 national science and technology awards [2] - The number of patents authorized in the power sector reached 35,400 in 2024, marking a 13.5% year-on-year increase [2] Group 4: Technological Breakthroughs - The report highlights significant advancements in various energy sectors, including the transition of thermal power to high-efficiency, flexible, and low-carbon technologies, with breakthroughs in key technologies such as ultra-supercritical circulating fluidized bed boilers and large-scale carbon capture [3] - Hydropower and pumped storage continue to lead, with successful development of high-end equipment like 500 MW impact units and 700-meter high-stability pumped storage units [3] - Wind power is trending towards larger and smarter units, with a 26 MW offshore wind turbine leading globally, while photovoltaic cell conversion efficiency has repeatedly set world records [3] - The deployment of advanced nuclear technologies such as "Hualong One" and "Guohe One" is progressing steadily, positioning China at the forefront of advanced nuclear energy technology [3] - The power grid has achieved significant results in ultra-high voltage and artificial intelligence, establishing a solid foundation for a new power system [3] - New energy storage technologies are rapidly iterating and moving towards large-scale applications, with innovations in long-duration storage and solid-state batteries [3]

Core Insights - The energy investment in China is experiencing strong growth, with a projected investment of 3.54 trillion yuan in key energy projects by 2025, representing an 11% year-on-year increase [1] - The "14th Five-Year Plan" has led to significant increases in energy investment, with annual investments surpassing 4 trillion, 5 trillion, and 6 trillion yuan, providing robust support for China's modernization efforts [1][2] Investment Trends - Energy investment accounts for nearly 10% of total fixed asset investment in China, highlighting its critical role in economic stability [2] - Investment in key sectors such as electricity and heat production has seen growth rates exceeding 20%, contributing significantly to overall economic growth [2] - Despite a decline in overall fixed asset investment from January to November 2025, investment in key energy projects has continued to rise, particularly in nuclear power, onshore wind, distributed solar, and grid infrastructure [2] Supply Security - Since 2021, state-owned energy enterprises have been responsible for approximately 80% of crude oil, 70% of natural gas, and 60% of electricity supply, increasing China's energy self-sufficiency from around 80% to over 84% [3] - The coal supply has been reinforced, and oil and gas production has reached historical highs, effectively managing peak electricity loads [3] Technological Advancements - New energy storage capacity has surpassed 100 million kilowatts, making China the world leader in this area [4] - China holds over 40% of global renewable energy patents, with continuous improvements in solar conversion efficiency and offshore wind turbine capacity [4] Green Investment - The "14th Five-Year Plan" marks the fastest transition to green and low-carbon energy in China's history, with renewable energy investments becoming the dominant force in power generation [6] - By 2024, over 80% of investment in power generation will be directed towards renewable energy projects, contributing to a significant reduction in carbon emissions [6] Private Sector Involvement - The threshold for investment in the energy sector has been lowered, leading to a double-digit growth rate in private sector participation in energy projects [8] - Private enterprises are increasingly involved in major energy projects, with significant participation in nuclear power and hydropower projects [8][9] - Recent policies have been implemented to enhance the investment environment for private capital in the energy sector, including support for participation in key projects [8][10]

Core Insights - The Henan power grid's ultra-high voltage direct current system has delivered a total of 70.664 billion kilowatt-hours of electricity this year, marking a year-on-year increase of 9.2% and surpassing the total electricity delivered last year, maintaining a large-scale delivery status of over 70 billion kilowatt-hours for three consecutive years [1] - During the summer, Henan's electricity load reached a record high of 91.33 million kilowatts, a year-on-year increase of 12.4%, with the State Grid Henan Electric Power Company purchasing 1.2 million kilowatts of electricity from outside the province, setting a historical peak [1] - The Henan Electric Power Company has focused on the operation and maintenance of the ultra-high voltage grid, achieving nearly 400,000 error-free switching operations this year, with an average energy availability rate of 98.24%, exceeding the assessment target set by the State Grid Corporation of China by 0.74 percentage points [1]

Core Viewpoint - The company, Inner Mongolia Electric Power Investment Co., Ltd., plans to acquire 100% equity of Inner Mongolia Baiyin Hwa Coal Power Co., Ltd. through a combination of share issuance and cash payment, which is expected to constitute a major asset restructuring and related party transaction [1] Group 1 - The transaction will not result in a change of actual controller or a restructuring listing [1] - The company has received preliminary approval from the State-owned Assets Supervision and Administration Commission of the State Council for the overall plan of asset restructuring and supporting financing [1] - The restructuring is subject to approval by the company's shareholders, review by the Shenzhen Stock Exchange, and registration approval from the China Securities Regulatory Commission, along with other necessary approvals as required by laws and regulations [1]

Core Viewpoint - The announcement of China's electricity consumption exceeding 10 trillion kilowatt-hours by 2025 marks a significant milestone, reflecting the robust growth and resilience of the Chinese economy, as well as the transition towards a greener energy structure [1][4][8]. Group 1: Electricity Consumption Milestones - In 2025, China's total electricity consumption is projected to surpass 10 trillion kilowatt-hours, equivalent to the combined annual electricity consumption of the USA, India, Russia, Japan, Brazil, and Canada [1]. - China experienced its first monthly electricity consumption exceeding 1 trillion kilowatt-hours in July and August of this year, showcasing the country's strong economic pulse and transition towards a greener economy [4]. - Historical milestones in electricity consumption include surpassing 1 trillion kilowatt-hours in 1996, 5 trillion in 2011, and 8 trillion in 2021 [4]. Group 2: Economic Growth Indicators - Multiple international institutions have raised their economic growth forecasts for China in 2025, with the World Bank, IMF, and ADB adjusting their predictions upward by 0.4, 0.2, and 0.1 percentage points respectively [8]. - In the first three quarters of this year, China's GDP growth rates were 5.4%, 5.2%, and 4.8%, indicating a sustained economic recovery that has driven an increase in electricity consumption [11]. Group 3: Sectoral Electricity Consumption Trends - The primary industry saw a 10.2% year-on-year increase in electricity consumption in the first three quarters, reflecting trends in agricultural modernization [15]. - The secondary industry contributed 51% to the overall electricity consumption growth, with a 5.1% increase in the third quarter, driven by high-tech and equipment manufacturing sectors [15]. - The internet and related services sector experienced a remarkable 29.8% year-on-year growth in electricity consumption, with specific regions like Guizhou showing a 72.92% increase [17]. Group 4: Power Supply Capacity - This summer, China's power load broke historical highs multiple times, demonstrating the resilience of the electricity supply system [18]. - China's power generation capacity accounts for one-third of the global total, with a projected increase to 3.8 billion kilowatts by 2025, reflecting a 14% year-on-year growth [21]. - The construction of large clean energy bases in western regions and the "West-to-East Power Transmission" initiative have significantly enhanced electricity supply capabilities [26]. Group 5: Energy Transition and Modernization - The electrification ratio of terminal energy use in China has reached approximately 30%, surpassing that of major developed economies [29]. - By the end of October this year, renewable energy capacity exceeded 2.2 billion kilowatts, accounting for nearly 60% of the total installed capacity, with wind and solar power installations surpassing thermal power [33]. - The development of new energy technologies, including advancements in solar and wind power, is accelerating, with significant reductions in costs and improvements in efficiency [39].

管委会将在国家能源局的指导下，精准锚定"引领者、协调员、监督哨、服务台"四位一体的角色定位， 重点做好以下工作：一是强化行业引领，紧扣网络强国、能源强国等国家战略，谋划长远发展路径；二 是深化协调联动，完善项目管理与标准化体系，推动跨企业信息共享与协同合作；三是严实监督责任， 聚焦产品技术质量与规范应用，以专业监管促进行业健康发展；四是做优服务支撑，精准对接政府与企 业需求，凝聚发展合力，全面推动行业整体跃升与可持续发展。 国家能源局有关部门以及各电网企业、重点发电企业、专业检测认证机构等相关单位负责同志参加会 议。 会议期间，与会代表围绕专用安全产品与管委会建设进行了深入研讨。大家聚焦专用安全产品管理功能 优化、态势感知能力提升、加密技术创新等关键技术领域，以及管委会未来工作机制、平台建设和信息 通报等发展路径，积极建言献策，营造了行业共商共治的良好氛围。 会议指出，电力系统网络安全关乎国计民生，是保障能源电力安全稳定运行的基石。管委会的成立，既 是国家主管部门强化专用安全产品管控、保障其安全可控的关键举措，更是筑牢国家能源安全防线、支 撑电力行业高质量发展的战略部署。 为深入贯彻落实国家能源电力安全战略， ...