9月1日，南方电网云南昆明供电局自主创新构建的"1+2+N"二次立体智能运维体系再获行业认可，其品 牌业务"出口压板电位测量替代""远程技术监督"获评云南电网公司典型示范项目，成为电力行业智能化 运维标杆。 据了解，昆明供电局自主创新构建"1+2+N"二次立体智能运维体系，以"平台筑基、数据驱动、业务协 同"为核心，通过技术与业务深度融合，打造国内首创的电力运维新模式，显著提升设备可靠性与运维 效率。"1"即保信主站二次智能运维管控平台，作为中枢系统整合运维数据与业务流程。"2"指保信子 站、外信子站两个现场运行数据与环境数据采集载体，实现设备状态实时感知。"N"包含多个现场智能 采集终端，比如出口压板监测、N600电流监测、直流可靠性等，形成"调度端—厂站端—设备端"三级 联动架构。 为夯实基础，该局成立云南电网首个二次远程运维班，以110千伏石虎关变电站为试点，通过部署智能 感知技术，逐步在昆明电网推广智能终端应用，实现35千伏及以上变电站保信子站全覆盖，220千伏及 以上出口压板监测全覆盖。 今年以来，该局累计开展出口压板电位测量替代206次，二次远程技术监督发现问题633项，远程作业监 督查处不规范操 ...

Core Insights - The article highlights the successful application of gas PE pipeline acoustic positioning technology by the State Grid Jiangsu Changzhou Power Supply Company for underground cable safety detection, marking a first in Jiangsu's power system [1] Group 1: Technology Application - The gas PE pipeline acoustic positioning instrument can detect up to 10 meters deep with a positioning accuracy of 10 centimeters, significantly improving upon traditional electromagnetic detection methods [1] - This technology effectively addresses the challenges of detecting non-metallic pipelines, making it particularly suitable for complex urban underground networks [1] Group 2: Collaboration and Data Management - The Changzhou Power Supply Company collaborated with the Changzhou Gas Company and a surveying institute to conduct a special alignment, utilizing a "data sharing + on-site verification" model to compare pipeline data in 19 key areas [1] - The detection focused on three suspected high-risk intersection sections, collecting 18 effective data points and establishing a three-dimensional database of gas pipelines around cable channels [1] Group 3: Safety Improvement - The application of this technology has enhanced the precision of underground pipeline safety management by 80%, providing a scientific basis for future operational and maintenance decisions [1]

Group 1 - The HeLong Pumped Storage Power Station marks the construction of the first pumped storage power station in Northeast China with weekly regulation capabilities, indicating a new phase in the project [1] - The total investment for the HeLong Pumped Storage Power Station is 11.6 billion yuan, with an installed capacity of 1.8 million kilowatts, featuring six units of 300,000 kilowatts each [1] - The project is designed to flexibly adjust power generation according to the fluctuations in electricity demand, reducing reliance on thermal power for peak regulation and lowering overall operational costs [1] Group 2 - As a key project under the "Medium and Long-term Development Plan for Pumped Storage (2021-2035)", the HeLong Pumped Storage Power Station is expected to boost employment, local industry development, and increase fiscal revenue in Jilin Province [2] - The project will enhance the safety and stability of the Jilin power grid, optimize the energy structure, and contribute to energy conservation and emission reduction, with an estimated annual reduction of 4.25 million tons of CO2 and 14,000 tons of SO2 [2] - The investment by China South-to-North Water Diversion Group in the HeLong Pumped Storage Power Station aligns with the strategic cooperation framework with Jilin Province and supports national water, ecological, and energy security [2]

Core Insights - The Kunliulong DC project has achieved a record operational duration of 1,681 hours at full load during the peak summer period, showcasing its exceptional power supply capability [1] - The project is recognized as a significant advancement in flexible DC technology, with 19 world-first achievements that enhance voltage levels, transmission capacity, and reliability [1] - The project has facilitated the successful application of several domestically developed technologies, reducing reliance on foreign components and enhancing China's leadership in flexible DC technology [2] Group 1 - The Kunliulong DC project has operated for a total of 5,636.49 hours at full load since its commissioning, contributing to the high-quality development of the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The project integrates ultra-high voltage flexible DC with long-distance overhead lines, breaking the convention of using only cable transmission for flexible DC, thus opening new pathways for renewable energy consumption [1] - The project has developed the world's shortest delay and most control objects in its ultra-high voltage flexible DC transmission control system, ensuring stable power transmission [1] Group 2 - The Kunliulong DC project has successfully validated and tested a number of domestically produced major autonomous technology equipment, including the domestically developed 6.5 kV/3000 A IGBT module [2] - The project has achieved large-scale application of 17 domestically produced first sets of equipment, including the ±800 kV quantum current sensor and high-voltage DC valve cooling system main pump seal [2] - The project exemplifies the technological demonstration effect of the Southern Power Grid, reinforcing China's position in the flexible DC field [2]

Core Viewpoint - Since the "14th Five-Year Plan," China's renewable energy sector has achieved significant advancements in scale, proportion, marketization, and quality, contributing to energy security and green transformation, while also providing a model for global energy transition [2][3]. Large-Scale Leap - China's renewable energy capacity has seen a historic leap, with total installed capacity exceeding 2.1 billion kilowatts by July 2023, accounting for nearly 60% of the national total, and wind and solar power installations reaching 1.68 billion kilowatts, surpassing thermal power capacity [3][4]. - The development of large-scale renewable energy bases has transitioned from pilot projects to widespread implementation, with significant projects like the Xinjiang Gobi base contributing to a new pattern of large-scale and intensive development [4]. - Distributed energy installations have also surged, with distributed solar capacity reaching 497 million kilowatts by July 2025, over six times the level at the end of 2020, making up about 45% of total solar installations [4]. High Proportion Leap - The share of renewable energy in China's energy consumption has significantly increased, with renewable energy generation expected to reach 3.47 trillion kilowatt-hours in 2024, which is 2.5 times that of 2020 [6][7]. - Renewable energy has shifted from a supplementary role to a core component of the energy structure, with significant upgrades in transmission and grid management to accommodate this transition [7]. High-Quality Leap - China has established itself as a global leader in renewable energy, with a complete and rapidly developing industrial chain, and has achieved significant technological advancements in hydropower, offshore wind, and solar energy [8][9]. - The cost of renewable energy technologies has decreased significantly, with wind and solar power costs dropping by approximately 60% and 80% respectively over the past decade, facilitating global adoption [9][10]. Market-Oriented Development - A comprehensive policy framework has been established to support the development and regulation of renewable energy, enhancing market participation and ensuring high-quality growth [11][12]. - The green certificate system is being improved, with a significant increase in the issuance and trading of green certificates, reflecting the growing recognition of the environmental value of renewable energy [13][14]. - Innovative regulatory approaches are being implemented to ensure the healthy development of the renewable energy sector, utilizing advanced technologies for better oversight [14].

Core Insights - The Qinghai Provincial Development and Reform Commission issued the "Implementation Plan for Leveraging Green Electricity Advantages to Promote Export-Oriented Industrial Development," aiming for a significant transformation of export-oriented enterprises towards green and low-carbon practices by 2030 [1] Group 1: Green Electricity Development - By 2030, export-oriented enterprises with rigid carbon reduction demands are expected to achieve basic green and low-carbon transformation [1] - The plan emphasizes the integration of wind, solar, and hydropower to optimize electricity generation and ensure stable green electricity supply [1] Group 2: Certification and Standards - The plan includes deepening research on green electricity certification mechanisms and related technical standards [1] - It encourages entities to provide green electricity traceability and certification services, aligning with international third-party carbon footprint certification organizations [1] Group 3: Support for Export Industries - The plan aims to support key export industries and green energy industries to develop in synergy [1] - It promotes the establishment of zero-carbon parks that focus on energy decarbonization, industrial low-carbonization, green infrastructure, smart management, advanced technology, and international certification [1]

Core Viewpoint - Huadian International Power Co., Ltd. reported a decrease in revenue but an increase in net profit for the first half of the year, indicating a mixed financial performance driven by lower fuel costs despite reduced electricity generation [1][2]. Financial Performance - Operating revenue for the first half of the year was approximately 59.95 billion yuan, a year-on-year decrease of 8.98% [1]. - Net profit attributable to shareholders was about 3.90 billion yuan, reflecting a year-on-year increase of 13.15%, marking three consecutive years of profit growth [1]. Revenue Sources - Electricity and heat sales accounted for 99.23% of Huadian International's main business revenue, remaining the primary source of income [1]. Generation and Pricing - Total electricity generation was 120.62 billion kWh, a decrease of approximately 6.41% compared to the adjusted figures from the previous year [1]. - Grid electricity sales reached 113.29 billion kWh, down about 6.46% year-on-year [1]. - The average grid electricity price was 516.80 yuan per MWh, a decline of approximately 1.44% year-on-year [1]. Cost Structure - The price of standard coal for fuel was 850.74 yuan per ton, down 12.98% year-on-year, contributing positively to profitability [1]. - The company's gross profit margin improved by 2.1 percentage points, aided by lower coal prices and higher compensation ratios for coal power capacity in Shandong and Henan [2]. Installed Capacity - As of the end of June, Huadian International's total installed capacity was 77.44 million kW, with coal-fired power accounting for approximately 70.24% of the total [1]. - Gas-fired and hydroelectric power installations were 20.58 million kW and 2.46 million kW, respectively, together making up about 29.76% of the total capacity [1].

Core Points - The agreement between Gazprom and CNPC increases the annual gas supply through the "Power of Siberia" pipeline from 3.8 million cubic meters to 4.4 million cubic meters [1] - A legally binding memorandum was signed on September 2 for the construction of the "Power of Siberia-2" gas pipeline and the "Eastern Alliance" gas pipeline through Mongolia [1] - The gas supply along the Far East pipeline project will increase from 10 billion cubic meters to 12 billion cubic meters [1] - The "Power of Siberia-2" project aims to supply 50 billion cubic meters of gas annually from the West Siberian gas fields to China [1] - The project is considered relevant due to China's expected continuous growth in natural gas demand before 2050 [1]

Core Insights - The five major power generation companies in China reported a collective revenue decline compared to the same period last year, but four of them achieved profit growth, with a total net profit of 24.018 billion yuan, marking a 3% increase and the highest in nearly a decade [1] - Huaneng International led the performance with a revenue of 112.032 billion yuan and a net profit of 9.262 billion yuan, being the only company to surpass 100 billion yuan in revenue and nearing 10 billion yuan in profit [1] Revenue and Profit Performance - All five major power companies reported revenues exceeding 20 billion yuan, with Huaneng International being the only one to exceed 100 billion yuan [1] - Datang Power achieved the lowest revenue decline at less than 2% year-on-year, while its net profit growth rate was the highest at 47.35% among the five companies [4] Market Conditions and Strategies - The domestic coal market saw a continued easing of supply-demand tensions, with Qinhuangdao Q5500 thermal coal prices dropping approximately 22.2% year-on-year, which helped Huaneng International reduce its standard coal procurement costs by 9.23% [3] - Datang Power improved its profitability by controlling coal prices, increasing its profit per kilowatt-hour by 0.0153 yuan, while also expanding its renewable energy capacity [6] Dividend Distribution - Guodian Power announced the highest interim dividend of 1.784 billion yuan among the five companies, reflecting a commitment to enhancing shareholder returns [7] Financial Health - Huadian International reported the lowest asset-liability ratio among the five companies, indicating strong financial stability and effective debt management [10][12] - The overall asset-liability ratios of the five companies ranged from 62% to 75%, with Huaneng International and Huadian International maintaining ratios below 65% [10] Renewable Energy Performance - China Power achieved the highest proportion of clean energy installed capacity, with 44.1206 million kilowatts, accounting for 81.79% of its total installed capacity, an increase of 4.72 percentage points year-on-year [13] - Renewable energy sources contributed nearly 60% of China Power's revenue, with wind and solar segments generating 6.83 billion yuan and 4.87 billion yuan, respectively [15]

Core Viewpoint - The five major power generation companies in China reported mixed results for the first half of the year, with collective revenue decline but an increase in net profits, reaching a total of 24.018 billion yuan, marking a 3% year-on-year increase and the highest in nearly a decade [1][2]. Revenue and Profit Performance - Huaneng International led the five companies with a revenue of 112.032 billion yuan and a net profit of 9.262 billion yuan, being the only company to exceed 100 billion yuan in revenue and approach 10 billion yuan in profit [2]. - Datang Power experienced the smallest revenue decline, less than 2% year-on-year, while achieving the highest net profit growth rate of 47.35% among the five companies [5]. Market Conditions and Cost Management - The domestic coal market saw a continued easing of supply-demand tensions, with Qinhuangdao Q5500 thermal coal prices dropping approximately 22.2% year-on-year. Huaneng International's optimized procurement strategy led to a 9.23% decrease in standard coal prices, contributing to a profit increase of 3.56 billion yuan in the thermal power sector [4]. - The implementation of market-based pricing for renewable energy resulted in a decline in both electricity volume and prices, impacting revenue across major power generation companies. However, falling coal prices provided a buffer against these declines, allowing for profit growth [7]. Dividend Distribution - Guodian Power announced the highest total dividend of 1.784 billion yuan among the five companies, reflecting a commitment to enhancing shareholder returns [8]. Financial Health and Debt Management - As of the end of June, the asset-liability ratios of the five major power companies ranged from 62% to 75%. Huaneng International and Huadian International maintained asset-liability ratios below 65%, indicating strong financial health [11][13]. Clean Energy Capacity - China Power reported the highest proportion of clean energy capacity, with a total installed capacity of 44.1206 million kilowatts, accounting for 81.79% of its total installed capacity, an increase of 4.72 percentage points year-on-year [14]. - Renewable energy sources now contribute nearly 60% of China Power's revenue, with wind and solar segments generating 6.83 billion yuan and 4.87 billion yuan, respectively, making up 28.72% and 20.48% of total revenue [16].