该行政令出台的导火索，是美国能源系统正面临的"冰火两重天"困境：即技术革命、AI数据中心的快速 扩张以及制造业的回流，三重因素共同驱动着美国电力需求的快速增长。最新数据预测，未来五年，美 国电力需求预计增长16%，增速较一年前预测翻了三倍。 其中，数字经济"能耗巨兽"正加速吞噬能源供给——全美2700个数据中心（由科技巨头谷歌、亚马逊、 微软等运营）2022年已消耗全国4%的电力，预计到2030年这一比例或攀升至9%。然而，支撑电网运行 的8000万台变压器平均服役超四十年，设备老化与负载激增的矛盾如同"定时炸弹"。 "电力博弈已上升为国家战略层面的生死战"，有分析人士在接受中能传媒采访时直言，"高耗能科技的 发展与低价工业品竞争的优势，最终都将取决于电力供应的稳定性"。在此背景下，电网作为国家能源 供应的"大动脉"，其可靠性与安全性显得尤为重要。 当地时间4月8日，美国总统特朗普签署总统行政令《强化电网可靠性与安全性》（以下简称"行政 令"），试图以制度性变革应对美国电力系统深层次危机。 然而，这份用于加固"电网安全防火墙"的政策文件，却暴露出了明显的"头痛医头"思维—— 为应对由数据中心扩张和制造业回流带 ...

Core Insights - The first large-scale V2G (Vehicle-to-Grid) testing in China is being conducted in Shanghai, involving multiple stakeholders including the State Grid Shanghai Electric Power Company and various automotive and charging pile companies [1][2] - The National Development and Reform Commission and the National Energy Administration have announced the first batch of pilot cities and projects for V2G applications, with Shanghai being one of the selected cities [1] Group 1 - The V2G technology allows electric vehicles to charge during low electricity demand and supply power back to the grid during peak demand [1] - Shanghai aims to establish 30,000 to 50,000 smart charging and discharging piles by 2030 as part of its new energy storage development plan [1] Group 2 - The testing framework includes a comprehensive verification system focusing on vehicle-pile compatibility, charging pile grid connection performance, and battery discharge safety [2] - The testing involves 19 vehicle models from 10 automotive companies and 13 V2G charging piles from 9 charging pile companies, covering electric passenger cars, buses, and heavy trucks [2] - The results of the testing will provide critical data for the development of V2G technology standards and its industrial promotion, with a report to be released detailing the tested vehicles and charging piles [2]

加快推动新型能源体系建设为建设社会主义现代化四川提供坚强能源保障 能源运行保持平稳有序。贯彻落实"留、买、发、顶、调、限"的工作部署，有效应对迎峰度夏期间6929 万千瓦的历史最高用电负荷，牢牢守住民生和重点领域安全用电底线。能源供需形势总体平稳，全省电 力总装机规模约1.4亿千瓦，全年发电量5285亿千瓦时，全社会用电量4000亿千瓦时，全年累计消费天 然气295亿立方米。持续在工业生产等五大领域开展电能替代，全省可再生能源电力消纳比重超70%， 全年累计实现电能替代电量197亿千瓦时、同比增长12.1%。 能源领域改革创新持续深化。积极推进能源科技创新及装备研发，万米深井川科1井钻探深度达8000 米、创下多项世界纪录，"百万千瓦水轮发电机组调速系统"入选国家能源局第四批能源领域首台（套） 重大技术装备名单，支持组建新型电力系统柔性通信网等4家省级工程研究中心。加快培育能源领域新 业态，上线运行成都、宜宾两家虚拟电厂，开展可再生能源制氢示范，搭建电力算力企业交流合作机 制。深化电力市场建设，省内绿电交易和省内中长期交易连续开市首次启动，电力市场化交易规模进一 步扩大，省内市场化交易电量2114亿千瓦时、同 ...

奋力谱写中国式现代化安徽能源高质量发展新篇章 安徽省能源局局长 汪振宇 2024年以来，安徽省能源系统坚持以习近平新时代中国特色社会主义思想为指导，深入学习宣传贯彻习 近平总书记考察安徽重要讲话精神，坚定践行"四个革命、一个合作"能源安全新战略，安全保障取得新 成效，绿色转型取得新进步，改革创新取得新进展，安全治理取得新提升，为促进全省经济社会高质量 发展提供了坚强的能源保障。 2024年全省能源发展迈出坚实步伐 奋发有为 推动2025年能源高质量发展取得新成效 2025年，安徽省能源局将认真贯彻省委、省政府工作部署和省发展改革委党组各项要求，持续提升跨专 业知识学习、跨业务领域协调、跨时空组合资源能力，围绕总量提升、结构优化和空间协同的要求，加 快规划建设安徽新型能源体系，高质量完成"十四五"规划目标任务，积极推动2025年能源高质量发展取 得新成效。重点做好以下6个方面工作。 谋划实施能源重大项目，着力夯实能源发展基础。实施能源重点项目投资专项行动，加快陕电入皖特高 压工程等项目建设，开工建设川气东送二线安徽段天然气管道等项目，扎实做好皖鄂直流背靠背工程、 蒙电送华东特高压工程等项目前期工作，全年新增支撑 ...

Group 1 - The core strategy of the Southern Power Grid Company is to maintain an investment scale of over 100 billion yuan in Guangdong by 2025, supporting the province's strategic goal of "recreating a new Guangdong" [1] - The company is focusing on a "three acceleration" strategy to develop a new energy system, which includes accelerating the construction of supportive and reliable power supply projects, the implementation of the Cangyue DC project, and promoting digital and green collaborative development [1] Group 2 - The Southern Power Grid Company aims to support the Guangdong provincial government's goal of adding 30 million kilowatts of new power generation capacity by 2025, with a focus on offshore wind power and pumped storage power stations [2] - Key projects include the Yangjiang Sanshan Island offshore wind power transmission project, which is the first of its kind in the country, and the pumped storage projects in Meizhou, Zhaoqing, Huizhou, and Maoming, which are nearing completion [2][3] - Once completed, the power transmission capacity from the eastern and western regions of Guangdong to the Pearl River Delta will increase significantly, enhancing the reliability and security of power supply in the Greater Bay Area [2] Group 3 - The Yangjiang Sanshan Island offshore wind power project is expected to be operational by October 2026, providing a continuous supply of clean energy to the Greater Bay Area [3] - By the end of 2025, the second phase of the Meizhou pumped storage power station will be fully operational, making the Greater Bay Area the world's first area with a capacity of over 10 million kilowatts for pumped storage [3] Group 4 - The Southern Power Grid Company plans to leverage major projects in Guangdong to tackle key technological challenges, focusing on flexible DC technology, AI in power, and the "Electric Hong" IoT operating system [4] - In Guangzhou, the company is constructing a flexible DC back-to-back project that will enhance power supply capacity by 700,000 kilowatts, addressing supply-demand balance issues in large urban areas [4] - In Shenzhen, the company aims to invest approximately 5.5 billion yuan to build over 20 substations to meet the electricity needs of the "20+8" industrial cluster [4] Group 5 - Since the 14th Five-Year Plan, the Southern Power Grid Company has built a 2,000-kilometer target network in Guangdong, increasing the power interconnection capacity from 4 million kilowatts to 10 million kilowatts [5] - The company plans to focus on both emerging strategic industries and traditional industries, promoting the development of a trillion-level new energy storage industry cluster [5] - The company will also enhance rural power grid upgrades and promote coordinated development between urban and rural areas [5]

海洋氢能是指利用海洋资源（如海水、海上可再生能源等）生产、储存或利用氢能的技术路线与产业体 系。近年来，海洋氢能作为清洁能源的新前沿，正成为全球低碳转型战略的重要支柱。 日前，由中国氢能联盟主办的CIHC2025国际氢能大会分论坛——海洋氢能开发技术与应用国际研讨会 （以下简称"研讨会"）召开，与会专家共商共议，推动海洋氢能技术突破、场景创新与产业协同，构建 中国海洋氢能发展新格局。 "海洋氢能是关乎我国能源革命和海洋强国建设相互交融的战略性命题，是挖掘海洋能源、资源宝库的 一把'金钥匙'。"中国氢能联盟秘书长、国家能源集团氢能事业部主任刘玮表示。 记者了解到，在绿色航运业起步提速的背景下，海洋氢能大有可为，但当前，全产业链创新技术研发与 创新场景应用等方面还存在难题尚待破解。 国际绿色航运为海洋氢能开发利用破题 近年来，随着海上可再生能源开发逐渐趋向深远海，海洋氢能被视为深远海风电大规模开发的重要破局 点。 深远海区域指离岸距离超过50千米、水深大于30米的海域。刘玮指出，近年来，我国近海资源在竞争性 配置下所剩不多，未来资源的开发与利用向深远海挺进已是大势所趋。 "我国近海与深远海风能资源禀赋差距显著，约 ...

"通过这个系统，不仅能实时查看新能源的装机容量、出力等情况，还能实时监视各断面功率曲线和新 能源出力曲线，当监视断面越限后，系统会自动生成越限预警和恢复策略。"3月27日，在南方电网贵州 安顺供电局电力调度控制中心的大屏幕上，安顺网区各片区新能源场站接入数量、新能源可调容量占比 统计、统调负荷的实时曲线与预测曲线等情况一目了然。 据悉，该系统整合了安顺电网用电负荷预测和新能源发电功率预测开展网络分析，实现新能源消纳能力 的预测、预警分析，给出基于风光水互补优化的调控解决预案。同时针对峰谷时段的无功电压越限情 况，给出消除越限的各种无功调整措施方案，提升新能源消纳能力和保障电网安全稳定运行。 "比如系统监测到110千伏紫干双回线在12时至16时这个时段有断面越限预警，电压越限预警及控制策略 模块就会自动生成越限预警和恢复策略，调度员可以根据策略，执行电压控制措施，提升电压合格率至 国标水平，消除新能源集中上网对电压合格率的影响，保障居民生产和生活用电安全。"杨强举例说。 自2024年6月上线运行以来，"安顺地调新能源辅助决策系统"输出水风光互补辅助决策优化，累计新增 消纳风光电量209万千瓦时。 数据显示，20 ...

作为全国首个股份制电力交易机构，广州电力交易中心自2016年成立以来，积极开展跨省区市场化交 易，促进省间余缺调剂和清洁能源消纳，逐步推进南方区域市场融合。截至目前，该中心已成为"西电 东送"战略实施的核心枢纽，累计实现跨省跨区交易电量超两万亿千瓦时，清洁能源占比超80%，为构 建全国新型电力系统提供了"南方样本"。 在新一轮电力体制改革十周年之际，广州电力交易中心副总经理陈玮接受中能传媒记者专访，系统回顾 南方区域电力市场建设历程，深入解析改革成效与创新实践。 中能传媒：回顾电改十年，广州电力交易中心经历了哪些重要发展阶段？各阶段有何标志性改革举措？ 陈玮：十年来，我们始终围绕国家战略定位，以市场化手段推动"西电东送"升级。概括来讲，广州电力 交易中心发展历程可划分为三大阶段： 2016~2018年为起步探索期。作为全国首家股份制交易机构，2017年即实现云南16家水电企业首次跨省 增量挂牌交易，创新"协议+市场"模式消纳富余清洁能源。2018年发布全国首个跨区跨省市场规则，构 建起"年度为主、月度补充"的中长期交易框架，通过云南水电与贵州火电置换交易进一步深化计划模式 向市场模式转型。 2019~2021 ...

Core Insights - In 2024, Fujian's coal-fired units experienced a significant reduction in non-stop and non-drop failures, leading to improved equipment reliability and full consumption of renewable energy generation, contributing to the province's economic high-quality development and green low-carbon energy transition [1][2] Group 1: Market Development - By the end of 2024, Fujian's electricity market had 34,572 operating entities, a year-on-year increase of 39.5%, with market transactions reaching 2,328.7 billion kilowatt-hours, up 5.6%, accounting for 70% of total electricity consumption [2] - The increase in renewable energy entering the market is expected to further expand the number of operating entities and transaction scale, while also increasing regulatory challenges [2] Group 2: Regulatory Measures - Fujian's energy regulatory office is implementing a "four regulatory" approach to enhance market stability and compliance, focusing on prevention, timely correction, communication, and compliance assurance [2][6] - The regulatory office has established a digital regulatory system to monitor market data in real-time, providing risk warnings and online supervision capabilities [3][6] Group 3: Penetrative Supervision - Penetrative supervision aims to embed regulatory personnel within market operations to monitor and evaluate transactions, addressing issues at their source [4] - In November 2024, during the trial operation of the bilateral spot market, abnormal trading behaviors were identified, leading to regulatory actions against involved entities [4] Group 4: Cross-Departmental Collaboration - In 2024, Fujian's energy regulatory office collaborated with the provincial development and reform commission to conduct special supervision on prominent market order issues, identifying and rectifying 10 problems [5] - This cross-departmental approach aims to enhance regulatory deterrence and effectiveness in addressing multi-departmental risks [5] Group 5: Future Directions - The regulatory office aims to establish a unified national electricity market by 2025, focusing on digital regulatory platform development and enhancing regulatory capabilities [6][7] - Continuous improvement of regulatory mechanisms and sharing of successful experiences are emphasized to contribute to the high-quality development of the national electricity market [7]

算电协同有望成为电力消费新增长点 据中电联统计，2024年，以互联网技术为基础的大数据、云存储、云计算、人工智能等互联网数据服务 用电量增长30.9%，充换电服务业用电量同比增长50.9%。初步估算我国5G基站用电量1千亿千瓦时，占 全社会用电量比重在1%左右，同比增长27.7%。 就今年用电量增速看，年初用电需求整体偏弱，但AI引领下的信息技术行业用电量仍保持较快增速。 国家能源局数据显示，1~2月全国信息传输、软件和信息技术服务业用电量日均同比增长13.5%，全国 互联网和相关服务用电量日均同比增长25.2%。 支撑新型电力系统建设，加快推进算电融合，政策层面已有相应部署。早在2023年12月，国家发展改革 委、国家能源局等就联合印发了《关于深入实施"东数西算"工程 加快构建全国一体化算力网的实施意 见》，提出将在2025年底初步形成算力电力双向协同机制。 去年7月，国家发展改革委、国家能源局、国家数据局联合印发《加快构建新型电力系统行动方案 （2024—2027年）》，强调实施一批算力与电力协同项目，进一步完善算力体系建设，统筹数据中心发 展需求和新能源资源禀赋，开展算力和电力基础设施协同规划布局。 响 ...