我国首个国家级陆相页岩油示范区建设任务全面完成 中国石油集团12月9日发布消息，我国首个国家级陆相页岩油示范区——新疆吉木萨尔国家级陆相页岩 油示范区今年原油产量突破170万吨，标志着其国家级示范工程建设任务全面完成。 页岩油是国际上公认的极难开采的非常规油气资源。吉木萨尔页岩油藏具有埋藏深（超过3800米）、渗 透率极低（仅为常规油藏的万分之一）等特点，勘探开发面临多项世界级技术挑战。新疆吉木萨尔国家 级陆相页岩油示范区于2020年经国家能源局、自然资源部联合批复设立，面积达1278平方公里，资源量 超过10亿吨。 依托持续技术攻关，科研人员攻克难题，形成40余项行业标准，构建陆相页岩油全链条技术体系，成功 解决了陆相页岩油的国际共性难题，实现了规模效益开发，填补了国内陆相页岩油规模化开发技术空 白。 目前，我国已成立3个国家级页岩油示范区，包括新疆吉木萨尔国家级陆相页岩油示范区、大庆油田古 龙陆相页岩油国家级示范区、胜利济阳页岩油国家级示范区。 来源：新华社 作者：顾煜 编辑：刘卓 校对：孔欣慰 "2020年以来，我们累计新钻井472口，压裂451口井，推动示范区年产量从2019年的11.6万吨增产到今 ...

Core Viewpoint - The article emphasizes the importance of establishing a clean, low-carbon, safe, and efficient energy system in China, highlighting the need for enhanced energy regulation mechanisms to support high-quality energy development [2][8]. Group 1: Regulatory Mechanisms - The "Four Regulations" framework has been developed to enhance energy regulation, focusing on process regulation, digital regulation, penetrating regulation, and cross-departmental collaborative regulation [4][8]. - A comprehensive regulatory framework has been established, covering key areas such as major engineering projects, electricity market order, energy supply security, and source-network coordination [4][5]. - The regulatory system has achieved significant breakthroughs in improving mechanisms, enhancing efficiency, and resolving bottlenecks [3][4]. Group 2: Regulatory Effectiveness - The effectiveness of regulation has improved, with enhanced capabilities in problem detection and implementation support for energy supply and transformation [5][6]. - The establishment of a national electricity and gas network monitoring system has facilitated real-time monitoring of electricity dispatch and gas pipeline operations, aiding in energy supply decision-making [5][6]. - The regulatory framework has successfully reduced the burden on citizens, saving over 800 million yuan for small businesses through streamlined processes [5][6]. Group 3: Market Order and Transparency - The "Four Regulations" have contributed to a more transparent and fair electricity market, promoting compliance among market participants and creating a favorable environment for long-term investment [7][8]. - Regulatory bodies have encouraged local governments to implement distributed network management policies, fostering healthy development of renewable energy [7][8]. - Information disclosure has been emphasized, with significant data shared through the Gansu electricity trading platform, enhancing market transparency [7][8]. Group 4: Strategic Importance - The continuous deepening of the "Four Regulations" is seen as a strategic choice to align with the energy development trends and fulfill regulatory responsibilities [8][9]. - The initiative aims to modernize the energy governance system and enhance governance capabilities, which is crucial for achieving high-quality energy development [8][9]. - The regulatory approach is designed to address the complexities and risks associated with the evolving energy landscape, ensuring robust energy security [9][10]. Group 5: Future Directions - The focus will be on key areas such as energy supply security, electricity market operations, and the fair opening of pipeline facilities, with an emphasis on embedded and source-based regulation [10][11]. - The integration of digital technologies and artificial intelligence into regulatory practices is expected to enhance regulatory capabilities and efficiency [11][12]. - Collaborative regulation across departments will be strengthened to avoid regulatory blind spots and ensure comprehensive governance in the energy sector [11][12].

新一代煤电技术的"东方引擎" 东方汽轮机依托全国重点实验室的深厚技术储备，全面部署应用针对性技术方案。通过深化应用第五代通流技术，优化高温部件结构、应用 新型防护涂层、开发智能协同控制逻辑等，提升机组的快速响应能力、调峰深度与运行寿命，全面满足高效灵活调节的示范要求。 东方锅炉依托先进的OPCC对冲旋流燃烧、超低负荷转直流水动力等核心技术，已实现在役机组无助燃、水冷壁转直流的调峰最低负荷 18%~20%。创新研发出耦合预燃室的强稳燃旋流燃烧系统、协同汽水系统提质的超低负荷水冷壁安全体系、低应力柔性本体结构和智慧协调 控制技术，构建了新一代煤电锅炉技术，可实现无辅助15%超低调峰负荷、4%调峰速率。 东方自控聚焦清洁降碳、安全可控、高效调节与智能运行等核心指标，深度融合控制技术与装备本体，打造面向新一代煤电机组的智能控制 系统与服务，助力机组深度调峰"低得下去"、快速响应"快得起来"，全面提升电厂的经济运行效益。 本次论坛是东方电气集团深入学习贯彻党的二十届四中全会精神、践行"十五五"能源体系建设的务实举措，将进一步推动产业链上下游企业 凝聚共识、协同创新，为构建新型能源体系锻造坚实可靠的"东方引擎"。 12月 ...

Core Viewpoint - The article emphasizes the importance of innovating the "Four Regulatory" mechanisms to enhance energy governance efficiency, ensuring energy security and supporting the transition to a clean, low-carbon energy system in China [2][8]. Group 1: Regulatory Mechanism Development - The "Four Regulatory" mechanisms have achieved significant breakthroughs in improving efficiency, resolving bottlenecks, and standardizing order in energy governance [3]. - A comprehensive regulatory framework has been established, covering key areas such as major engineering projects, electricity market order, energy supply security, and coordination between sources and networks [4]. - The Central China Regulatory Bureau has implemented a full-cycle regulatory system for 134 major power projects, creating a closed-loop mechanism for monitoring, early warning, supervision, and rectification [4]. Group 2: Enhanced Regulatory Efficiency - The "Four Regulatory" mechanisms have improved the ability to identify and address issues in energy supply and transformation, as well as in public energy consumption [5]. - The Yunnan Regulatory Office has developed a regulatory system that has reduced the need for public visits by over 860,000 times and saved more than 800 million yuan for various private economic organizations [5]. Group 3: Addressing Regulatory Bottlenecks - The "Four Regulatory" mechanisms have extended oversight to previously challenging areas, addressing issues related to major project execution, fair access to the power grid, and inter-provincial trading [6]. - The North China Regulatory Bureau has implemented real-time monitoring for the planning and construction of large renewable energy bases, ensuring the successful implementation of national strategies for wind and solar energy [6]. Group 4: Market Order Standardization - The integration of the "Four Regulatory" mechanisms with electricity system reforms has led to more transparent and fair market operations, fostering a conducive environment for long-term investment and high-quality development [7]. - The Jiangsu Regulatory Office has guided local governments to establish distributed grid connection management policies, promoting the healthy and orderly development of renewable energy [7]. Group 5: Strategic Importance of "Four Regulatory" - The continuous deepening of the "Four Regulatory" mechanisms is seen as a strategic choice to modernize energy governance and fulfill regulatory responsibilities, aligning with national energy strategies [8][9]. - The article highlights the need for a regulatory system that adapts to the complexities of energy transition and market reforms, emphasizing the importance of digital and collaborative regulatory approaches [9][10]. Group 6: Optimizing Regulatory Methods - The article calls for the integration of various regulatory approaches, focusing on process, digital intelligence, and collaborative efforts to ensure effective oversight [11]. - The establishment of a national energy regulatory information system is proposed to enhance digital regulatory capabilities and explore the application of artificial intelligence in regulation [11]. Group 7: Strengthening Mechanism Support - The article stresses the need for legal and institutional safeguards to ensure the effectiveness of the "Four Regulatory" mechanisms, including the improvement of existing regulations and the establishment of data management protocols [12][13]. - Enhancing the capacity of regulatory personnel is crucial for achieving the goals of energy security and modernization, with a focus on professional development and political competence [13].

"发展分布式能源，建设零碳工厂和园区"，是党的二十届四中全会审议通过《中共中央关于制定国民经 济和社会发展第十五个五年规划的建议》中提出的明确指引。 国家能源局最新数据显示，截至今年9月底，我国分布式光伏装机容量已超5亿千瓦，占光伏总装机容量 的45.16%，近乎"半壁江山"，已成为电力系统的重要组成部分。 "在'十五五'绿色转型的关键窗口期，分布式能源将从补充能源向主力能源转变，成为实现'双碳'目标的 重要路径。"中国能源研究会监事长韩水表示，分布式能源若要超越单纯装机增长，真正释放其系统价 值，还需要直面并网消纳难、商业模式不成熟、标准体系不完善、金融支持不足等现实挑战。 多重瓶颈掣肘 记者在2025（第二十一届）分布式能源大会现场了解到，去年，全国参与绿电交易的分布式项目不足两 成，资产利用率低于40%，巨大的潜力仍在沉睡。 北京电力交易中心研究室主任张圣楠指出，我国中东部地区对绿电需求较大，但本地分布式能源的绿电 价值并未得到充分体现。另外，负荷侧丰富的可调节资源，大多停留在"临时征调"的试点阶段，无法常 态化参与市场交易。 分布式能源规模化进阶遇阻 分布式能源的崛起之势毋庸置疑，但也面临着"成长的烦 ...

Core Insights - The Chinese photovoltaic industry is experiencing a price recovery in the market for polysilicon, silicon wafers, battery cells, and modules, with year-on-year increases of 31.6%, 6.8%, 6.5%, and stable prices respectively as of January to September 2025. However, production volumes for polysilicon and silicon wafers have decreased by 32.8% and 12.5% respectively, while battery cell and module production have increased by 8.8% and 12.2% respectively [1] Group 1 - The photovoltaic industry is still in a period of transformation and deep adjustment, despite the positive price trends [1] - The BC battery technology is viewed as a key direction for future development in the photovoltaic market due to its higher efficiency and cost reduction potential [1] Group 2 - The current market competition is heavily focused on efficiency, with various technologies approaching their theoretical efficiency limits. BC batteries currently have a conversion efficiency of 27.5%, with a theoretical limit exceeding 29% [2] - The market share of PERC batteries has dropped to 11.2%, while TOPCon batteries dominate with a market share of 88.3%. BC batteries are expected to reach a market share of 10% by the end of 2025, indicating significant growth potential [3] Group 3 - Reducing costs is a major focus for the photovoltaic industry, with silver paste costs accounting for 27% of battery cell costs and 12% of total module costs as of December 2024 [4] - The rising price of silver has led to increased costs for high-temperature silver paste, prompting the industry to explore alternatives such as copper paste, which is cheaper and has better conductivity [4][5] Group 4 - Innovation is essential for the healthy and orderly development of the photovoltaic industry, with companies encouraged to accelerate technological innovation and improve product quality to strengthen their competitive edge [6]

Core Insights - The digitalization level of distribution networks directly impacts power supply quality and user service levels, with a standardized evaluation framework now established to address this issue [1][2][3] Group 1: Challenges in Digitalization - The distribution network faces three main challenges: inaccurate data perception, system silos preventing data sharing, and difficulties in integrating digital technologies with traditional power business [2][3] - These challenges have led to a situation where digitalization efforts are characterized by high investment, slow returns, and difficulty in assessment, necessitating a universal standard for diagnosis and guidance [2][3] Group 2: Introduction of Evaluation Indicators - The newly released "Digitalization Evaluation Indicators for Distribution Networks - 2025" includes 41 core indicators validated through 595 tests across seven representative power supply companies [1][3] - This set of indicators marks a transition from an exploratory approach to a quantifiable, assessable, and optimizable development phase in China's distribution network digitalization [1][3] Group 3: Structure of the Evaluation Indicators - The indicators focus on two main areas: digitalization of production operations and marketing services, providing a comprehensive diagnostic report for distribution networks [5][6] - The evaluation framework includes 26 indicators for production operations, emphasizing smart operation and automation, while 15 indicators for marketing services focus on user energy consumption monitoring [5][6] Group 4: Future Directions and Strategic Guidance - Approximately 60% of the indicators are construction evaluation types, allowing companies to identify their digitalization strengths and weaknesses, while 40% are future-oriented, guiding resource allocation and technological focus [7][8] - The evaluation indicators serve as a strategic tool for companies to determine where to invest and how to advance from traditional passive systems to modern intelligent frameworks [8][9] Group 5: Lifecycle Management and Industry Transformation - The indicators create a digital management loop throughout the distribution network's lifecycle, providing scientific bases for investment decisions, monitoring project progress, and tracking operational status [9] - This framework aims to shift the development logic from equipment-driven to data-driven approaches, promoting proactive intelligence in operations and accelerating the industry's digital transformation [9]

Group 1 - The establishment of Southern Power Grid Electric Carbon Service Co., Ltd. was officially registered on November 26, with a registered capital of 300 million yuan [2] - The company will focus on resource recycling services, environmental consulting, energy-efficient technology research and development in the power industry, data processing services, AI application software development, and asset management services [2] - Southern Power Grid Electric Carbon Service Co., Ltd. is wholly owned by China Southern Power Grid Co., Ltd. [2] Group 2 - A preparatory meeting for the Southern Power Grid Electric Carbon Joint Service Company was held on July 30, with specific requirements set for resource organization, company governance, business effectiveness, and market strategy [3] - The company aims to innovate business models related to carbon value realization and enhance competitive advantages through the development of technical, quality, and service standards [3] - The market strategy will focus on high-end positioning, demand analysis, and phased market direction to advance towards high-value industry and service offerings [3]

索比光伏网 https://news.solarbe.com/202512/05/50014005.html 从中国华电获悉，12月4日，中国华电董事长、党组书记江毅，总经理、董事、党组副书记叶向东在太 原市与山西省委书记、省人大常委会主任唐登杰，省委副书记、省长卢东亮举行会谈。期间，中国华电 与忻州市人民政府签署战略合作框架协议。双方就深入学习贯彻党的二十届四中全会精神和习近平总书 记对山西工作的重要讲话重要指示精神、因地制宜发展能源领域新质生产力、高水平打造全国重要能源 原材料基地进行深入交流，并围绕提供综合能源系统解决方案、打造"绿色能源+"新业态新模式、加强 能源重大科技攻关和转化应用等方面合作交换了意见。双方表示，将着力推动新型综合能源基地开发， 加快重点项目建设，强化科技协同创新，推动煤炭清洁高效利用，打造煤炭智能化应用场景，加速推动 绿电园区等新兴产业布局。 ...

在业内看来，国家能源集团与宁德时代此次在水电领域"深度握手"，打破了传统大型水电项目多由国资主导的格局，为能源领域多元市 场主体协同参与重大项目建设提供了可复制的实践样本。 携手国家能源集团 宁德时代进军水电 "国家队"与"民资巨头"联手，水电领域迎来重磅合作。日前，国能大渡河（丹巴）水电开发有限公司（以下简称"丹巴公司"）正式成 立，股权穿透背后，是国家能源投资集团有限责任公司（以下简称"国家能源集团"）旗下国能大渡河流域水电开发有限公司持股 56.11%，宁德时代新能源科技股份有限公司（以下简称"宁德时代"）持股10%。 据了解，丹巴公司注册资本36亿元，主要负责大渡河丹巴水电站项目的开发建设及管理运营，经营范围明确包含水力发电及风光发电技 术服务。丹巴水电站是国家、四川省"十四五"规划重点建设项目。工程开发以发电为主，兼顾促进地方经济社会发展，将于2025年核 准、2026年开工、2031年投产发电。电站投运后，预计每年可节约标准煤150.7万吨，减少二氧化碳排放301万吨。 公开资料显示，国家能源集团与宁德时代的此次携手源自"四川大渡河丹巴水电站项目引入民营企业投资入股推介公告"。今年8月，国家 能源 ...