Core Viewpoint - The recent policy initiatives by the National Energy Administration aim to enhance the participation of private enterprises in the development of the renewable energy sector, addressing barriers and stimulating growth in this critical industry [2][5]. Group 1: Policy Framework - The "Notice" outlines specific measures to support the development of the private economy in the energy sector, focusing on breaking down barriers, alleviating pain points, and stimulating vitality [2][3]. - The policy emphasizes the importance of private enterprises in the renewable energy industry, highlighting their significant contributions to solar and wind energy sectors, with over 70% of solar manufacturing capacity and over 60% of wind equipment manufacturing capacity being held by private firms [3][4]. Group 2: Advantages of Private Enterprises - Private enterprises are characterized by flexible mechanisms, efficient decision-making, market sensitivity, and a willingness to innovate, which allows them to respond quickly to market opportunities [4]. - The policy aims to enhance the participation of private enterprises by addressing financing challenges, simplifying approval processes, and ensuring equal treatment in market transactions [4][5]. Group 3: Multi-Dimensional Support - The policy framework is structured around five dimensions: supply, consumption, technology, institutional development, and international cooperation, to comprehensively empower private enterprises [5][6]. - In the supply dimension, the policy encourages private investment in major energy infrastructure projects and renewable energy development, aiming to eliminate both visible and invisible barriers [5][6]. Group 4: Innovation and Market Dynamics - The policy supports the development of new business models and encourages private enterprises to engage in innovative energy solutions, such as smart microgrids and electric vehicle charging infrastructure [6][7]. - It promotes collaboration in technological innovation, urging private enterprises to participate in major scientific research and the application of cutting-edge technologies in renewable energy projects [6][7]. Group 5: Implementation and Impact - The successful implementation of the policy is crucial for activating private enterprise participation in renewable energy, which is expected to lead to a more diverse investment landscape and accelerate project development [8][9]. - The policy is anticipated to enhance the market activity of private enterprises, particularly in electricity market transactions, thereby improving resource allocation and market efficiency [9][10].

Core Viewpoint - The release of the "Notice on Promoting the Development of Private Economy in the Energy Sector" signals strong government support for private enterprises to engage in high-quality development and contribute to the green and low-carbon transformation of the economy and society [2] Group 1: Challenges Faced by Private Enterprises - Private enterprises face high entry barriers and an unfair competitive environment in the energy sector, particularly in traditional oil, gas, and nuclear power fields dominated by state-owned enterprises [3] - Financing difficulties, including high costs and stringent requirements for loans, hinder private enterprises' investment in energy projects [4] - Existing institutional mechanisms are inadequate to meet the demands of new energy business models, with a lack of unified standards and support for emerging sectors [5][6] Group 2: Measures to Support Private Enterprises - The notice emphasizes enhancing support for private enterprises' energy investments, including participation in infrastructure projects and easing financing pressures through various channels [7][8] - It encourages private enterprises to engage in new energy business models, such as distributed energy and smart microgrids, to leverage their innovative potential [9][10] - The notice outlines the need for fair competition in the energy market, including regulatory measures to prevent monopolistic practices and ensure transparency [11][12][13] Group 3: Implementation and Local Support - The notice stresses the importance of implementing policies effectively, including streamlining energy project approval processes and safeguarding the legal rights of private enterprises [14][15] - Local energy management departments are urged to tailor measures to support private enterprises based on regional conditions, fostering a conducive environment for their development [15]

Core Viewpoint - The release of the "Basic Rules for Electric Power Auxiliary Service Market" aims to accelerate the construction of a unified national electricity market and regulate the operation and management of the auxiliary service market, ensuring the legal rights of market participants [1][2]. Group 1: Development and Structure of the Auxiliary Service Market - Electric power auxiliary services are defined as services provided by adjustable power resources to maintain the safe and stable operation of the power system, including peak regulation, frequency regulation, standby, and ramping [1]. - The development of the auxiliary service market in China has gone through three stages: free service (before 2006), planned compensation (2006-2014), and partial marketization (2014-present) [2]. - Currently, 16 provinces have established peak regulation markets, 15 provinces have frequency regulation markets, 2 provinces have ramping markets, and 6 regions have established various markets for frequency regulation, standby, and peak regulation [1]. Group 2: Implementation of the Basic Rules - The "Basic Rules" are a crucial part of the national unified electricity market's "1+N" regulatory framework, aiming to unify the design of medium and long-term, spot, and auxiliary service markets [2]. - The rules include new operational entities such as energy storage companies, virtual power plants, smart microgrids, and vehicle-grid interaction operators, allowing equal participation of all capable entities in the auxiliary service market [2]. - The next steps involve guiding local authorities to develop implementation details that align with the "Basic Rules" and ensuring a smooth connection between the auxiliary service market and the spot market [2].

Core Viewpoint - The article emphasizes the importance of promoting the development of the private economy in the energy sector, highlighting the strategic significance of the recent policy measures aimed at enhancing the role of private enterprises in building a new energy system in China [2][3]. Group 1: Importance of Private Economy in Energy Sector - The private economy has gradually become an effective supplement to the national energy security system, especially as the country moves towards a new energy system characterized by low-carbon and diversified energy supply [3][4]. - Private enterprises have shown significant advantages in emerging fields such as new energy, energy storage, and hydrogen energy, contributing over half of the exports in key green industries like new energy vehicles and lithium batteries [4][5]. Group 2: Advantages of Private Enterprises - Private enterprises possess unique advantages over state-owned enterprises, including flexible decision-making, strong innovation drive, market sensitivity, high capital utilization efficiency, and effective incentive mechanisms [5][6]. - The ability of private enterprises to quickly adapt to market changes and seize opportunities positions them as key players in the energy sector's transformation [5]. Group 3: Policy Measures to Support Private Economy - The recent policy measures aim to break down market entry barriers and deepen reforms in the energy sector, allowing private enterprises to participate more fully in high-barrier projects [6][7]. - The policy encourages mixed-ownership reforms, allowing private capital to invest in state-owned energy enterprises, thereby enhancing market vitality and innovation [6][7]. Group 4: Enhancing Market Fairness and Legal Protection - The policy emphasizes the establishment of a fair mechanism for resource acquisition and the enhancement of legal protections for private enterprises, ensuring their rights and interests are safeguarded [7][8]. - It also aims to provide guidance for private enterprises in the energy sector, encouraging innovation and international cooperation, particularly in renewable energy projects [8].

能源领域民营经济发展 支撑有力 空间广阔 华北电力大学教授、国家能源发展战略研究院执行院长 王鹏 促进民营经济健康发展、高质量发展，是习近平总书记在民营企业座谈会上的明确要求。国家能源局深 入贯彻习近平总书记重要讲话精神，就促进能源领域民营经济发展进行专题研究部署，印发《国家能源 局关于促进能源领域民营经济发展若干举措的通知》（以下简称《通知》），凸显了不折不扣落实中央 要求的政治责任担当，凸显了遵循社会主义基本经济制度推动能源绿色低碳转型和建设新型能源体系的 信心决心。 一、《通知》立足能源领域民营经济基础，强化发展动能 能源行业坚定落实"两个毫不动摇"，发展各种所有制经济的功能和作用，近年来积累了雄厚的物质基 础。特别是党的十八大以来，在政策大力支持和市场有效驱动下，民营经济在能源领域不断发展壮大， 运营总体活跃。民营企业紧紧抓住政策红利和市场机遇，逆势增长，中国式现代化的"生力军"作用初步 显现。能源企业"500强"中，民营企业营收总额保持增长势头，占"500强"营收总额的比重接近三成。特 别是在新能源领域，民营企业发挥着创新引领的作用，能源民营企业前100名中有九成企业聚集在光 伏、电池、新能源汽车、 ...

打造省级虚拟电厂"示范样板" 浙能集团立足浙江能源结构特点，以"资源聚合、智慧调控、市场运营"为主线，构建起覆盖技术研发、 标准制定、商业模式创新的立体化发展框架。 技术路线上，浙能虚拟电厂采用"云—边—端"三级架构，平台层开发具备"六大功能模块"的自主可控能 量管理平台，支持资源"可观、可测、可控、可调"，并接入浙江省电力调度中心与电力交易平台，实现 资源统一调度与市场交易；通讯层采用无线专网与专线结合的安全通信体系，保障指令传输安全高效； 终端层部署智能控制设备，采用"连续控制"技术，将弱可控资源改造为强连续调节单元，实现资源的秒 级响应。 浙能虚拟电厂创新"类型+能力分级"资源管理模式，按调节速率、精度等指标将资源划分为储能、光 伏、风电、水电、火电、负荷六大聚合虚拟机组，实现源网荷储全覆盖。虚拟电厂具有很强的灵活性和 可靠性，可提供连续24小时的兆瓦级调频能力，响应速度达秒级，已成为调峰调频的新势力。 在浙能虚拟电厂建设和运营管理过程中，浙能集团还主导编制相关国家标准2项、团体标准4项，填补了 行业空白；先后形成多项核心技术成果，获得2项国际发明专利，10余项国家发明专利，为行业树立标 杆；对外培训近 ...

"截至2024年底，我国在建核电机组数量为28台，总装机容量为3370万千瓦，在建机组装机容量连续18 年保持全球第一。"在4月27日召开的中国核能行业协会2025春季核能可持续发展国际论坛上，中国核能 发展报告首席专家王毅韧表示。 与此同时，我国核能国际合作不断取得新进展。《报告》明确，采用"华龙一号"技术的巴基斯坦恰希玛 核电站5号机组开工建设，我国已累计出口7台核电机组。持续加强与国际原子能机构（IAEA）的交流 与合作，深度参与国际热核聚变实验堆（ITER）工程建设，向全球开放包括中国先进研究堆在内的12 个核科研设施和实验平台。 "按照当前的建设速度和节奏，2030年前我国在运核电装机规模将跃居世界第一；预计到2040年我国核 电装机需达到2亿千瓦，发电量占比约10%。"王毅韧预测。 在此背景下，王毅韧建议，要充分利用现有沿海核电厂址资源积极有序推进项目开发，并通过厂址扩 建、复用煤电退役厂址等方式增加厂址资源储备。要坚持"热堆-快堆-聚变堆"核能"三步走"发展战略， 围绕一体化闭式循环快堆核能系统、小型模块化反应堆等设立国家科技重大专项。同时，要加强铀资 源、核电工程建设、核电装备制造等重点领域国 ...

典型场景应用助力批量化建设 截至4月24日，中国广核集团有限公司（以下简称"中广核"）AI大模型已完成DeepSeek的全面接入，实 现了DeepSeek模型的本地化部署。中广核AI、"云中锦书"等大模型构建稳步推进，核电智慧运维水平显 著提升，"智慧工地"系统建设精准升级，一批高价值的"AI+"典型场景应用在中广核清洁能源发展各关 键领域取得了一系列积极进展。 上线13个典型应用 国产技术赋能全场景智能升级 "中广核AI大模型基于国产算力底座，全面接入DeepSeek后，运行稳定，可支撑深达近百层的模型推 理，大幅提升模型计算能力与数据处理速度"中广核智科公司数字化应用主任工程师姚全兵谈到，"我们 通过整合中广核内部的海量数据资源，中广核AI大模型已完成涵盖核能、新能源和其他产业领域的18 个数据集，构建了更安全、更智能的企业级AI中枢，实现了对复杂问题的精准理解与高效处理，也显 著降低了使用成本"。 中广核AI大模型已成功上线13个典型应用，完成了核电备件库存、辐射防护、智能交通等领域的场景 应用。未来，中广核AI大模型还将在经验反馈、新能源发电设备预警、智能工单处理等方面重点发 力，助力产业数字化转型。 ...

"三类资源三种收益"的市场化提速 ——全面塑造虚拟电厂发展的"齐鲁样板" 4月11日，记者走进国网山东营销服务中心，只见大屏幕上20家虚拟电厂的实时调节数据正不断跳动。 这是国内首个现货市场模式下的省级虚拟电厂服务中心，自2025年3月获山东省发展改革委、山东省能 源局、山东能源监管办批复以来，正全面塑造着虚拟电厂发展的"齐鲁样板"。 山东是全国东部沿海地区首个新能源装机过亿的省份。2024年，风电、光伏等新能源和可再生能源发电 装机达到1.16亿千瓦，占比超过煤电。当新能源逐步成为发电装机及发电量增量"双主体"，带来供给侧 结构快速调整，随机性波动性增加，电力平衡难度正在不断加大。 2024年4月，随着《山东电力市场规则（试行）》出台，虚拟电厂被明确赋予独立市场主体地位，可参 与电能量市场、辅助服务市场和需求响应。 政策破冰带来的直接效应，是虚拟电厂市场主体的爆发式增长：从2024年首批8家到2025年4月的20家， 聚合容量274.8万千瓦、调节能力55万千瓦，13家常态参与现货交易，参与现货交易的数量、规模国内 领先。 "改革前沿"持续攻关 破解三大考题成就典型经验 在济南能源投资集团会议室，企业负责人 ...

中国工程院院士、兰州大学校长杨勇平出席会议并发言。他高度评价《实施方案》，认为其聚焦"双碳"目标，紧密围绕新型电力系统建设，遵循"跳起摸 高、立足实际"的原则，为新一代煤电升级绘制了清晰的技术路线图，构建了全方位、立体式的工作推进格局，在我国煤电发展历程中具有里程碑意义。 杨勇平还强调，新一代煤电升级专项行动的重点在于落实，需要各方齐心协力、协同推进，共同为构建新型电力系统、实现"双碳"目标和保障国家能源安 全作出更大贡献。 《实施方案》的发布，标志着我国煤电行业迈向了转型升级的新征程。此次政策发布暨宣贯会的成功举办，进一步统一了思想、凝聚了共识，为《实施方 案》的顺利实施和新一代煤电升级专项行动的有效推进奠定了坚实基础。我国煤电行业必将在新型能源体系和新型电力系统建设中发挥更为重要的作用， 为国家能源安全和经济社会可持续发展提供有力支撑。（叶一心） 本次宣贯会，对《实施方案》出台的背景和意义、开展新一代煤电升级专项行动的目标与任务，以及对《实施方案》中提出的煤电技术指标体系及具体指 标要求进行了系统解读，并就《实施方案》的落地执行提出了明确要求。 会议强调，新一代煤电升级专项行动是煤电行业顺应时代发展、贯彻 ...