此次电价码标准化改造历时3个多月完成系统上线。专项工作组聚焦电价体系中存在的历史遗留编码烦 冗、人工校验效率低等问题，全面梳理283条现行购售两侧电价码，完成农业、居民、工商业、发电等6 大类电价政策新旧映射关系，推动电价执行标准统一、规范。 为确保系统上线"零误差"，工作组采用"日复盘+多轮验证"模式，针对全省210多万用户累计完成6轮电 费试算、对比分析差异数据上千条、开展贯通72个动态业务场景流程、账务全流程测试、全功能产品验 证、报表数据核对及价格明细表核查等工作，切实保障标准化电价码推广落地精准高效。 8月28日，国网青海营销服务中心全面完成营销系统标准化电价码升级改造工作，为进一步规范电价政 策执行、不断提升服务质效奠定坚实基础。 ...

Core Viewpoint - The energy sector in China is experiencing significant growth, with total revenue projected to exceed 12 trillion yuan by 2024, driven by both traditional oil and gas and emerging energy sectors [2][4]. Group 1: Revenue Growth - The overall revenue of China's energy industry is expected to rise from 10.27 trillion yuan in 2021 to 12.09 trillion yuan in 2024, reflecting a compound annual growth rate of 5.58% [2]. - The oil and gas sector's revenue is projected to reach 6.81 trillion yuan in 2024, marking an 18.85% increase from 2021 [4]. - The electricity sector's revenue is anticipated to hit 1.94 trillion yuan in 2024, a growth of 21.49% compared to 2021 [10]. Group 2: Sector Performance - The storage sector is experiencing explosive growth, with total revenue increasing from 0.65 trillion yuan in 2021 to 1.67 trillion yuan in 2024, a staggering increase of 156% [10]. - The oil and gas industry is benefiting from enhanced exploration and production efficiency, with significant contributions from companies like China National Petroleum Corporation (CNPC) and China National Offshore Oil Corporation (CNOOC) [4][6]. Group 3: Technological Advancements - Technological innovations are playing a crucial role in increasing reserves and production, particularly in deep earth, deep water, and unconventional resources [5][6]. - Breakthroughs in drilling technology and the development of unconventional oil and gas resources are expected to boost production significantly, with shale oil production projected to exceed 6 million tons in 2024, a 30% increase year-on-year [6]. Group 4: Energy Transition - The energy structure is shifting towards greener alternatives, with natural gas production's share increasing from 43.68% in 2022 to 44.77% in 2024 [6]. - Companies are actively expanding into new growth areas, such as integrated energy services, with China Petroleum and Chemical Corporation (Sinopec) making strides in developing charging and hydrogen stations [6]. Group 5: Market Dynamics - The energy market is witnessing a transition from policy-driven growth to market-driven dynamics, particularly in the storage sector, which is becoming a key resource for balancing supply and demand [12][13]. - The renewable energy installed capacity is projected to reach 1.89 billion kilowatts by 2024, accounting for 56% of total installed capacity, indicating substantial progress in energy structure transformation [11].

8月27日，云南省发展改革委等部门联合发布《云南省深化新能源上网电价市场化改革促进新能源高质 量发展的实施方案》（以下简称《实施方案》）的通知。 《实施方案》规定，增量项目全面落实国家改革要求，通过合理确定机制电量规模和竞价上下限，组织 增量项目自愿竞价形成机制电价，对纳入机制的项目电量在执行期限内实行差价结算。 责任编辑：江蓬新 《实施方案》承接"136号文"，主要明确以下内容：一是新能源项目上网电量原则上全部进入电力市 场，上网电价通过市场交易形成。二是在市场外建立差价结算机制，机制电价高于或低于市场交易均价 的部分，开展差价结算。三是以6月1日为界，区分存量增量项目分类施策。存量项目与现行政策妥善衔 接；对于增量项目，合理设置竞价上下限和机制电量规模，组织经营主体开展竞价，明确执行年限12 年。四是明确部门分工、政策衔接、信息披露、跟踪评估等保障措施。 《实施方案》指出，存量项目延续此前出台的电价政策。为促进新能源产业健康有序发展，云南自2023 年起率先建立价格退坡与市场疏导相结合的差价结算机制，在推动集中式新能源全面入市基础上，确定 一定电量比例执行燃煤基准价，其余电量执行清洁能源市场交易均价，执行 ...

初秋时节，上合大家庭聚首海河之滨。 习近平主席庄严宣布，中方将成立中国—上海合作组织能源合作平台，提出未来5年同上合组织其他国 家一道实施新增"千万千瓦光伏"和"千万千瓦风电"项目。 为贯彻落实习近平主席重要讲话精神，以实际行动推动能源合作取得更多丰硕成果，9月2日，国家能源 局在京举行中国—上海合作组织能源合作平台揭牌仪式，标志着这一多边合作机制正式落地运转。 平台建立： 以长效机制推进上合组织能源合作 上海合作组织作为世界上最重要的区域合作组织之一，成立24年来已发展成为涵盖27个国家、在50多个 领域开展合作、经济总量接近30万亿美元的世界最大区域组织。其中绝大多数成员国是发展中国家，未 来发展任务艰巨，能源合作需求迫切。 中国—上海合作组织能源合作平台的建立恰逢其时—— 国家能源局局长王宏志指出，成立中国—上海合作组织能源合作平台，是贯彻落实习近平主席重要讲话 精神的务实举措，是深化与上海合作组织国家能源合作的必然要求。 以系统性架构实现平台高效运转。目前，国家能源局已牵头搭建起多层级、多领域、多功能的组织构 架：成立中国—上合组织能源合作指导委员会作为决策机构，负责重大事项决策与平台运行指导；成立 ...

Core Insights - The article highlights the successful implementation of smart charging stations and virtual power plants in Ningbo, showcasing their role in peak load shaving and energy efficiency [1][2][3][4] Group 1: Smart Charging Stations - The Fuming Smart Charging Station in Ningbo is the first "fully controllable" smart charging demonstration station, integrating solar power generation, energy storage, V2G charging piles, battery swapping stations, and air conditioning load regulation [3] - The station has a photovoltaic roof of 114 kW, an energy storage system of 880 kWh, and 32 intelligent charging spots, serving over 300 vehicle charging sessions daily [3] - The station's peak load shaving efforts resulted in a total load adjustment of 2,258 kW and a response energy contribution of 1,279 kWh, benefiting users with a total income of 970 yuan [1] Group 2: Virtual Power Plants - Ningbo's virtual power plant has effectively participated in market-driven peak load shaving, adjusting a total load of 129,000 kW and contributing 258,000 kWh of response energy during peak hours [2] - The virtual power plant aggregates resources from 172 users, with a signed adjustment capacity of 413,000 kW, making it one of the largest in Zhejiang province [2] - The virtual power plant has participated in 65 response events, generating a total revenue of 3 million yuan, demonstrating its economic viability [3] Group 3: Economic and Social Benefits - The peak load shaving revenue is shared with users through service fee reductions, creating a positive feedback loop where increased participation leads to greater discounts [4] - The Fuming station also serves as an emergency power supply, capable of providing 2,000 kWh of emergency electricity for 1,000 people or 100 electric vehicles during extreme weather or power outages [4] - Plans are in place to expand the Fuming model to 50 solar energy storage stations, 10 industrial parks, and 500 enterprises within three years, aiming to establish a 500 MW "urban energy special force" [4]

6月29日，宁夏至湖南特高压直流输电工程低端开始送电，宁夏外送电"放电三华"格局正式形成。据统 计，迎峰度夏期间宁夏累计向湖南输送电量37亿千瓦时，宁夏至湖南特高压直流输电工程最大运行功率 稳定保持在400万千瓦。在多地面临高温天气、用电需求激增的背景下，该工程既有效发挥度夏期间全 国电力保供作用，也成为宁夏单月外送电量连续两月突破百亿千瓦时的关键助力。 自2010年宁夏开启外送电以来，十余年间始终稳步前行。从最初的单点输送，到如今构建起覆盖18个省 份的多点辐射网络，宁夏已稳健成长为"西电东送"的核心送端，源源不断为华北、华东、华中地区的经 济社会发展提供可靠电力保障。截至8月，宁夏累计外送电量达8553亿千瓦时，其中新能源外送电量 1209亿千瓦时。绿色低碳的电力输送模式，正成为宁夏对外能源合作的一张闪亮名片，为能源结构转型 与"双碳"目标实现贡献"宁夏力量"。 9月1日，从宁夏电力交易中心有限公司传来捷报，8月宁夏外送电量达109亿千瓦时，同比增长19%。这 一数据不仅再次刷新宁夏单月外送电量历史纪录，更标志着宁夏电力外送史上首次连续两月突破百亿千 瓦时，为全国电力保供大局注入强劲动能。 ...

Core Viewpoint - The development of renewable energy in China has achieved significant advancements in scale, proportion, marketization, and quality during the "14th Five-Year Plan" period, contributing to energy security and low-carbon transformation, while also providing a model for global energy transition [2][17]. Large-Scale Leap - The total installed capacity of renewable energy in China has crossed 2.1 billion kilowatts, accounting for nearly 60% of the national total, with wind and solar power reaching 1.68 billion kilowatts, surpassing thermal power capacity [4][5]. - The annual new installed capacity of wind and solar power has increased from "ten million kilowatt level" during the "13th Five-Year Plan" to "one hundred million kilowatt level," with new installations reaching 290 million kilowatts in 2023 and 350 million kilowatts in 2024 [4][5]. - Distributed solar power installations have reached 497 million kilowatts, over six times the level at the end of 2020, making up about 45% of total solar power installations [5]. High Proportion Leap - Renewable energy's share in total energy consumption has significantly increased, with renewable energy generation reaching 3.47 trillion kilowatt-hours in 2024, which is 2.5 times that of 2020 [8][9]. - The role of renewable energy has shifted from a supplementary role to a core component of the energy structure, with significant upgrades in power transmission and grid management systems to accommodate renewable energy [9]. High-Quality Leap - China has established itself as a global leader in renewable energy technology, with significant advancements in hydropower, offshore wind, and solar energy technologies, leading to a competitive advantage in the international market [11][12]. - The cost of wind and solar energy has decreased by approximately 60% and 80% respectively over the past decade, facilitating the global adoption of renewable energy [12]. - New applications and business models for renewable energy, such as "photovoltaic+" and green hydrogen production, are emerging, contributing to economic growth and social progress [12]. Market-Oriented Development - A comprehensive policy framework for renewable energy development has been established, enhancing market participation and ensuring high-quality development through regulatory reforms [14][15]. - 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 [16]. - Innovative regulatory approaches are being implemented to ensure the healthy development of the renewable energy sector, utilizing advanced technologies for better oversight [16].

Core Insights - As of August 25, Guangxi's installed capacity of wind and solar energy reached nearly 52 million kilowatts, with the proportion of grid-connected capacity exceeding 50%, highlighting the increasing impact of renewable energy on the safety and stability of the power system [1] Group 1 - The Southern Power Grid Guangxi Electric Power Research Institute, in collaboration with the Nanjing Branch of the China Electric Power Research Institute, has developed a "Remote Testing and Online Monitoring System for the Network Performance of Renewable Energy Stations" to address industry challenges such as low testing efficiency and inaccurate performance evaluation [1] - The system features an intelligent design based on "one machine with multiple energies," integrating grid fault simulation, data collection, real-time computation, and intelligent analysis, achieving efficient, precise, and real-time evaluation of renewable energy network performance [1] - The system has two main advantages: it allows remote testing to free up testing personnel's time and space, enabling one-click testing and evaluation of core functions like frequency modulation and automatic voltage control for wind and solar energy stations [1][2] Group 2 - The system has been successfully deployed and is currently in trial operation at the Sixjing Photovoltaic Power Station of the State Energy Group, with all functions performing well [2]

Core Insights - The State Grid Xinjiang Electric Power Company has successfully built and operated the first high-frequency partial discharge online monitoring system in the Northwest region, marking a significant advancement in intelligent operation and maintenance of equipment in the Xinjiang power grid [1][2] - The system enables real-time monitoring of circuit breakers and GIS equipment, providing early warning and diagnosis of partial discharge, thereby greatly enhancing operational efficiency and ensuring the safe operation of the power grid [1] Group 1 - The newly established system has been in stable operation for 10 days after passing acceptance tests [1] - The GIS equipment acts as a "capsule" for the power grid, enclosing live components in a metal shell filled with sulfur hexafluoride gas, which helps prevent insulation breakdown and potential power outages [1] - Traditional maintenance methods were limited, requiring manual inspections that could take nearly a day for a single substation, making it difficult to capture sporadic discharge signals [1] Group 2 - Starting from July 2024, Xinjiang Electric Power will initiate the construction of a wired network for GIS, HGIS, and tank-type circuit breaker equipment, incorporating advanced features such as cumulative PRPD, PRPS diagram analysis, and AI diagnosis for partial discharge [2] - The new system will utilize an online platform for sound and light alarms, warning pop-ups, intelligent discharge type recognition, and three-dimensional twin model positioning, significantly reducing on-site testing time and errors [2]

盈利能力显著增强 "十四五"能源上市公司总净利润增幅73% "十四五"期间，中国能源行业交出了一份亮眼的成绩单。 从资本市场表现看，据wind数据统计，能源行业总净利润从2021年的4476.91亿元跃升至2024年的 7755.28亿元，增幅高达73%，年均复合增长率达20.02%。 这一增长轨迹不仅超越了市场预期，更标志着能源行业从"规模扩张"向"提质增效"的战略转型取得实质 性突破。在传统能源与新能源"双轮驱动"下，叠加全行业效率革命的深入推进，能源央企与头部民企协 同构建了能源经济高质量发展的新范式，为资本市场注入长期价值锚点。 "结构优化+效率革命" 多轮驱动盈利跃升 近年来，受益于全社会电力需求增速加快、传统能源经营改善，以及电力装机延续绿色低碳发展趋势 等，电力板块盈利提升明显。 据wind数据显示，2021年至2024年，能源行业总净利润实现20.02%的年均复合增长率，远超同期总营 收5.58%的增速。这一现象的背后，是能源产业结构优化与效率提升的双重作用。 传统能源与新能源的"双轮驱动"成为盈利增长的核心引擎。 记者梳理企业年报发现，传统能源领域，油气行业2024年净利润达3536.15亿 ...