三是政策与市场协同方面尚待完善。新能源参与电力市场的机制仍需健全，跨省跨区交易中对集成融合 项目的针对性价格激励措施不足，储能等灵活性资源成本分摊与回收机制尚未健全，这在一定程度上影 响了市场主体参与辅助服务的积极性；尽管全国统一电力市场体系建设加快推进，现货市场、辅助服务 市场均已覆盖多数省份，绿电交易规模逐年翻番，但促进集成融合发展的精细化市场机制设计仍有待深 化；多能互补等集成融合项目因投资回收期长、技术风险较高，在补贴退坡后普遍面临融资约束，尽管 我国绿色金融市场规模持续扩大，但绿色信贷等资金未能充分流向这一关键领域。 以系统解决方案有效破解矛盾 数据显示，截至2025年9月底，我国风电与光伏发电装机总容量已突破17亿千瓦，在全国电力装机结构 中占比达46%，新能源正逐步由辅助能源转向系统主力。 然而，装机规模快速提升并未同步带来利用效率的相应增长，当前风电、光伏发电量在全国电力消费中 的比重仍徘徊在两成左右，部分资源富集区域消纳压力重新抬头，西北地区弃风、弃光率再次超过 5%，系统平衡成本不断提高，分布式光伏的迅猛发展也给配网承载与调度带来新挑战。 未来新能源能否真正担当主力电源，不再取决于装机数字 ...

首先，实时性赋予可靠性治理前瞻能力。多源数据对机组运行状态的连续监测能够迅速识别性能偏移与 异常行为，为早期发现风险提供条件，突破了传统统计方法的滞后性。其次，多维性赋予可靠性治理系 统性分析能力。现代风电机组的数据包括机械、电气、控制策略、气象环境等多个维度，使可靠性管理 能够从单因子分析转向多因子耦合分析，更真实地反映设备运行本质。最后，连续性赋予可靠性治理动 态性。设备行为的长期观测为退化建模、趋势预测和寿命评估提供丰富数据，使可靠性治理实现从静态 评价向动态管理的跃升。 在能源革命深入推进、新型电力系统加速构建的背景下，风电已成为推动我国能源绿色低碳转型的重要 电源。然而，随着风电机组数量的快速增长、装备类型多样及运维模式存在区域差异，设备可靠性水平 呈现出波动性强、受外部影响大、演化机制复杂的特征。当前，行业普遍采用的"人工填报+事后统 计"可靠性管理模式，与大规模新能源并网条件下对系统安全性、灵活性和可控性的要求不匹配，难以 支撑风电从规模扩张向高质量发展跃升。因此，构建实时数据驱动的风电可靠性管理体系，既是技术进 步的必然方向，也是新型电力系统发展阶段提升治理能力现代化的重要内容，更是保障我国高 ...

从南方电网贵州电网有限责任公司获悉，截至12月5日，贵州电网统调可再生能源年发电量达910亿千瓦 时，同比增长26.5%，首次突破900亿千瓦时，占全网发电量的45.4%，相当于每发2.2千瓦时电，就有1 千瓦时来自绿电。这标志着贵州能源结构转型进入新阶段，以水电、风电、光伏为代表的可再生能源已 成为贵州电力供应的主力军。 前沿探索也在同步进行。今年11月，贵州电网电力科创园近零碳示范区光储直柔示范工程成功并网投 运。该工程集成光伏发电、储能系统、直流配电和柔性用电等模块，通过直流方式整合分布式能源与用 电设备，形成自洽闭环电力网络，实现建筑能源自给自足与高效利用，将建筑从"能源消耗者"转变 为"产储调碳汇者"。 从新能源装机容量突破3000万千瓦到可再生能源发电量跨越900亿千瓦时，贵州的能源转型之路已从"水 火互济"的传统模式，成功转向"火水风光储"多元协同的新格局。随着技术创新不断推进和外送通道持 续完善，贵州正成为西南地区重要的绿色能源基地，为区域经济发展注入源源不断的绿色动力。 贵州电网积极应对新能源发电的波动性挑战，于今年4月实现集中式新能源AGC（自动发电控制）系统 的全覆盖，成为南方电网首个实 ...

Group 1 - The core point of the news is that Huadian Energy Co., Ltd. has issued new investment management regulations, which clarify the approval, filing, evaluation, and return requirements for various investment projects [1] - The regulations implement a tiered decision-making mechanism for self-built projects with total investments of up to 2 billion yuan for wind and solar projects, 1 billion yuan for mergers and acquisitions, and 500 million yuan for coal, gas, and heating projects [1] - Specific internal rate of return (IRR) requirements are set: at least 6.5% for wind and solar projects, 7% for rooftop distributed solar and biomass energy, and 8% for thermal and gas projects [1] Group 2 - The company focuses on power production, heat production and supply, and related coal and energy development, emphasizing alignment with national strategies and technological innovation [4] - Investment activities must comply with national laws and regulations, align with the company's strategic planning, and demonstrate good economic and social benefits [5] - The investment management process includes stages of project initiation, decision-making, implementation, and post-evaluation, ensuring a closed-loop management system [16][18]

据昆明日报消息，12月8日，云南省发展和改革委员会官网公布数据显示，截至今年11月底，云南省新 能源装机突破7000万千瓦，标志着全省绿色能源建设迈上新台阶。目前，云南全省电力总装机达1.68亿 千瓦，其中绿色电力装机占比超90%。 索比光伏网 https://news.solarbe.com/202512/10/50014308.html ...

12月8日，笔者从国网江苏省电力有限公司了解到，江苏新能源发展迅速，今年以来，分布式光伏新增 装机量已超1650万千瓦，总装机容量已达6221万千瓦，两项指标均居全国首位，这也意味着该省能源结 构绿色转型步伐持续加快。 "江苏是制造业强省，电力需求旺、消纳能力强。分布式光伏'自发自用、余电上网'的特性，正好可以 匹配广大企业巨大的白昼用电需求，既能降低企业用电成本，又能实现绿色电能就近高效消纳。"国网 江苏电力经济技术研究院能源研究所所长谢珍建表示。 党的二十届四中全会明确提出，要加快建设新型能源体系，积极稳妥推进和实现碳达峰。在这一背景 下，江苏省新能源建设不断提速。截至今年11月底，该省新能源装机总量已超1.1亿千瓦，其中，分布 式光伏占比约72%，成为能源结构调整的重要推动力。 发展分布式光伏，江苏优势明显。除了光照充足，规模庞大的工业园区厂房、商业建筑、公共机构屋 顶，以及超过3400万栋农村民居也为分布式光伏的"贴身"安装提供了广阔的空间载体。 "十四五"期间，江苏分布式光伏从不足800万千瓦，到如今超过6220万千瓦，年均增量超千万千瓦。为 了保障其并网消纳，江苏电力加快建设新型电力系统，并通过提 ...

Core Viewpoint - The article emphasizes the importance of enhancing the "Four Regulatory" mechanisms to improve energy governance efficiency, ensuring energy security and supporting the transition to a clean, low-carbon energy system in China [1][6]. Group 1: Regulatory Mechanism Development - The "Four Regulatory" framework has led to significant progress in establishing rules, processes, and standards across key areas such as major engineering projects, electricity market order, energy supply security, and source-network coordination [3]. - A comprehensive regulatory framework has been formed, including a closed-loop mechanism for monitoring, early warning, supervision, and rectification of 134 major electricity projects [3]. - Digital regulation has been optimized, with 134 monitoring indicators established, resulting in over 60,000 monitored trading behaviors and 230 early warnings, effectively maintaining market order [3][4]. Group 2: Regulatory Effectiveness Improvement - The "Four Regulatory" approach has enhanced the ability to identify and address issues in energy supply and transformation, with real-time monitoring systems established for national electricity and gas networks [4]. - A new regulatory system in Yunnan has reduced the need for public visits by over 860,000 and saved more than 800 million yuan for small businesses [4]. - The regulatory framework has effectively addressed longstanding issues in major projects, ensuring compliance with policies and improving the overall regulatory impact [5]. Group 3: Strategic Importance and Modernization - The ongoing development of the "Four Regulatory" mechanisms is a strategic choice to modernize energy governance and enhance regulatory capabilities, aligning with national energy strategies [6][7]. - The approach aims to address the complexities of energy transition and market reforms, advocating for a digital, process-oriented, and collaborative regulatory system [7]. - The initiative is seen as a necessary evolution in response to the challenges posed by increased market participants and data complexity in the energy sector [7]. Group 4: Focus on Key Areas and Mechanism Strengthening - The regulatory focus will target critical areas such as energy supply, electricity market safety, and service quality, integrating information systems to enhance decision-making capabilities [9]. - Emphasis will be placed on optimizing regulatory methods, ensuring effective collaboration across various regulatory dimensions to enhance overall governance [10]. - Mechanisms will be strengthened to ensure legal compliance and data security, enhancing the capacity of regulatory bodies to fulfill their responsibilities effectively [11]. Group 5: Systematic Approach to Regulatory Enhancement - The initiative to deepen the "Four Regulatory" mechanisms is recognized as a systematic project, aiming to innovate mechanisms and improve efficiency in energy governance [12].

Core Viewpoint - The article emphasizes the importance of enhancing energy governance efficiency through the innovation of the "Four Regulatory" mechanisms, which are essential for ensuring energy security and supporting the transition to a clean, low-carbon energy system in China [1][7]. Group 1: Regulatory Mechanism Development - The "Four Regulatory" mechanisms have led to significant breakthroughs in establishing a comprehensive regulatory framework covering key areas such as major engineering projects, electricity market order, energy supply security, and coordination between sources and networks [3][5]. - A closed-loop mechanism for process regulation has been established, enabling full-cycle supervision of 134 major electricity projects, ensuring quality from regulation initiation to operational launch [3]. - Digital regulation has been optimized, with 134 monitoring indicators established, leading to over 60,000 monitored trading behaviors and 230 warnings, effectively maintaining market order [3][4]. Group 2: Regulatory Efficiency Improvement - The "Four Regulatory" mechanisms have enhanced the ability to identify and address issues in energy supply and transformation, with real-time monitoring systems established for national electricity and gas networks [4][10]. - A new regulatory system in Yunnan has reduced the need for public visits by over 860,000 times and saved more than 800 million yuan for small private enterprises [4]. - The average processing time for electricity service requests has been reduced from 11.6 days to 4.7 days through improved regulatory models [4]. Group 3: Market Order Standardization - The "Four Regulatory" mechanisms have contributed to a more transparent and fair electricity market, correcting local policy deviations and ensuring compliance with national energy policies [6][10]. - The Jiangsu regulatory office has guided local governments to implement distributed network management policies, promoting healthy development of renewable energy [6]. - In Gansu, the electricity trading platform disclosed 987 million data entries from January to October, ensuring comprehensive information transparency among market participants [6]. Group 4: Strategic Importance of "Four Regulatory" - The continuous deepening of the "Four Regulatory" mechanisms is seen as a strategic choice to modernize energy governance and enhance regulatory capabilities, aligning with national energy strategies [7][8]. - The approach aims to address the complexities of energy transition and market reforms, necessitating a shift towards a more dynamic, intelligent, and collaborative regulatory framework [9][10]. - The focus on digital regulation, process regulation, and collaborative regulation is essential for building a robust energy regulatory system that meets the demands of a new energy landscape [8][12].

Core Insights - Jilin Province is experiencing severe cold weather, with average temperatures dropping to -18.1 degrees Celsius, significantly lower than the same period last year [1] - The cold weather has led to a rapid increase in electricity demand, with power consumption reaching 33,652.1 million kilowatt-hours on December 2, a year-on-year increase of 12.94% [1] - The maximum power received on December 3 was 1,521.1 million kilowatts, up 11.94% year-on-year, marking a historical peak for both electricity and power consumption [1] Group 1: Electricity Supply Management - Jilin Electric Power Company has proactively planned and deployed strategies to ensure stable grid operation during the cold weather [1][2] - The company closely monitors weather changes and conducts in-depth reviews of electricity load daily, adjusting forecasts based on temperature variations and heating load characteristics [1] - The utilization of market mechanisms and technology has been emphasized to alleviate supply pressure and ensure electricity stability [1] Group 2: Market Mechanisms and Trading - The provincial electricity market has been operational, utilizing price signals to incentivize generation capacity and ensure supply and renewable energy absorption [1] - Inter-provincial trading has been actively engaged, with peak trading electricity reaching 115 million kilowatts and transaction volume at 1,595 million kilowatt-hours from December 2 to 3 [1] - New energy storage facilities have shown effective performance, with discharge capacity reaching 130,000 kilowatts during peak evening hours [1] Group 3: Operational Strategies - Jilin Electric Power has implemented real-time monitoring of critical sections and heavy-load equipment to prevent overload and ensure operational safety [2] - The company has optimized operational strategies and completed the commissioning of key power lines and storage stations to maintain grid stability during the winter peak [2] - Continuous monitoring of power plant operations and coal inventory is being conducted to ensure both electricity and heating supply security [2]

Group 1 - The Yunnan Lu Feng All-Vanadium Flow Energy Storage Project has officially commenced operations, marking the province's first all-vanadium flow energy storage project, completed in just 232 days from construction to production [1] - The total investment for the project is 1.237 billion yuan, covering an area of 53.09 acres, and features a 100 MW/400 MWh all-vanadium flow energy storage system [1] - The project is designed for a 25-year operational period, with an annual charging capacity of approximately 240 million kWh and a discharging capacity of about 168 million kWh, generating an annual output value of 108 million yuan and tax revenue of 13 million yuan [1] Group 2 - After the project is operational, the Chuxiong region will have a total of 1.334 million kW/2.768 million kWh of new energy storage connected to the grid, indicating significant progress in diversified energy storage technology and long-duration energy storage development [2] - The establishment of a new power system demonstration area featuring a "10 million kW-level new energy base + 1 million kW-level energy storage base" has been reinforced and enhanced [2]