中国能源新闻网记者 杜敏 近日，新能源大省山东连续出台多项政策文件，落实国家发展改革委、国家能源局《关于深化新能源上 网电价市场化改革 促进新能源高质量发展的通知》（发改价格〔2025〕136号，以下简称"136号文"） 要求，在深化新能源上网电价市场化改革上迈出实质性步伐。 ——深化新能源上网电价市场化改革的山东实践 8月7日，山东省发展改革委、山东能源监管办、山东省能源局印发《山东省新能源上网电价市场化改革 实施方案》（以下简称《实施方案》）。紧随其后，8月8日，《山东省新能源机制电价竞价实施细则》 （以下简称《实施细则》）正式出台，这是我国首个机制电价竞价实施细则。 作为绿色低碳高质量发展先行区，山东在推动新能源高质量发展上持续发力。"十四五"以来，山东新能 源和可再生能源装机规模以年均25%的速度快速增长，2024年6月便成为东部沿海首个装机破亿的省 份，光伏发电装机连续8年稳居全国首位。截至2024年底，山东新型储能在运规模达到717.7万千瓦，超 前完成"十四五"规划目标。 在全国统一电力市场加快建设的背景下，按照136号文"价格市场形成、责任公平承担、区分存量增量、 政策统筹协调"的要求，《实施 ...

国网华东分部相关负责人表示，这是国家电网经营区内首次通过虚拟电厂聚合方式，组织分布式新能源 参与跨省绿电交易，为区域新能源资源优化配置及绿电交易模式创新提供了有益经验。 8月7日，在华东能源监管局的精心指导下，国网华东分部首次组织安徽虚拟电厂参与长三角绿电交易， 打破分布式电力资源跨省交易壁垒，标志着长三角区域分布式新能源绿电交易领域取得重要突破。 据悉，今年以来，国网华东分部积极协同区域内省（市），持续深化区内互济及省间绿电交易。依据安 徽与上海"绿电换电力"合作协议，8月7日，国网华东分部专项组织安徽虚拟电厂聚合分布式电源，参与 向上海输送绿电的外送交易。此次交易成交电量达2.8万千瓦时，成交均价为0.41324元/千瓦时。 ...

8月7日，山东省发展改革委、山东能源监管办、山东省能源局印发《山东省新能源上网电价市场化改革 实施方案》（以下简称《实施方案》）。紧随其后，8月8日，《山东省新能源机制电价竞价实施细则》 （以下简称《实施细则》）正式出台，这是我国首个机制电价竞价实施细则。 新能源上网电价全部由市场形成 近日，新能源大省山东连续出台多项政策文件，落实国家发展改革委、国家能源局《关于深化新能源上 网电价市场化改革 促进新能源高质量发展的通知》（发改价格〔2025〕136号，以下简称"136号文"） 要求，在深化新能源上网电价市场化改革上迈出实质性步伐。 作为绿色低碳高质量发展先行区，山东在推动新能源高质量发展上持续发力。"十四五"以来，山东新能 源和可再生能源装机规模以年均25%的速度快速增长，2024年6月便成为东部沿海首个装机破亿的省 份，光伏发电装机连续8年稳居全国首位。截至2024年底，山东新型储能在运规模达到717.7万千瓦，超 前完成"十四五"规划目标。 在全国统一电力市场加快建设的背景下，按照136号文"价格市场形成、责任公平承担、区分存量增量、 政策统筹协调"的要求，《实施方案》明确，推动新能源上网电价全部由市场 ...

——西藏自治区成立60周年电网发展成就综述 次吉美朵 六十载砥砺奋进，一甲子沧桑巨变。在党中央的亲切关怀和全国各族人民的大力支持下，西藏从落后走 向进步，从贫穷走向富裕，从封闭走向开放，西藏经济社会实现了跨越式发展，取得了举世瞩目的成 就。 辉煌六十载，美丽新西藏离不开电力事业的强力支持。西藏电网以钢铁脊梁扛起经济发展重任，用光明 动脉激活高原生机，在苍茫天地间镌刻下属于新时代的壮丽史诗，向着建设社会主义现代化新西藏的征 程昂首阔步，砥砺前行。 "大网电"攀上世界屋脊 "奇迹工程"架起坚强电网 藏区发展动力十足 在阿里地区普兰县，达瓦洛珠点亮房间里的灯泡，满脸幸福地说："这几年用上了大网电，生活也被照 亮了！"这曾是他难以想象的场景。 阿里地区距离拉萨足足有1500多千米，路程为平均海拔4500米以上的高原。这样遥远的距离、恶劣的条 件，让阿里地区的电网长期处于孤网运行状态。直到阿里联网工程投运，这一情况才得到根本性改变。 这条被称为"电力天路"的奇迹工程，是西藏最重要的主干电网之一。 高原有了新希望 1月7日，西藏定日发生6.8级地震。当日中午，定日县城恢复供电；当日晚，地震震中所在的定日县长 所乡恢复供电 ...

Core Viewpoint - The company plans to issue up to 8 billion yuan in convertible bonds to fund a coal-to-natural gas project, which is an extension of its main business and aims to enhance profitability and resource utilization [1][2]. Group 1: Project Details - The coal-to-natural gas project has a total investment of 17.039 billion yuan and is expected to produce 20 billion Nm3 of natural gas per year [1]. - The main raw material, coal, will be sourced from the company's own coal mines, allowing for direct transportation and conversion, which is expected to increase the added value of the coal business [1]. Group 2: Financial Implications - The issuance of convertible bonds may dilute immediate returns for investors, as the growth in profits from the raised funds may not cover the interest payments on the bonds before the conversion occurs [1]. - After the bond issuance and before conversion, if the profit growth does not match the interest obligations, the company's after-tax profits may decline [1]. Group 3: Risk Management - The company has a clause for downward adjustment of the conversion price, which could further dilute existing shareholders if triggered [2]. - To mitigate these risks, the company plans to enhance governance, improve operational performance, accelerate project implementation, and refine profit distribution policies [2].

Core Viewpoint - The article discusses how EVE Energy Co., Ltd. is navigating the challenges posed by international green trade barriers and carbon regulations, particularly in the lithium battery industry, by implementing green practices and strategies to enhance its competitiveness in global markets [1][2]. Group 1: Green Practices and Compliance - EVE Energy has adopted a "penetrating carbon reduction" approach to ensure compliance with international standards, despite increasing overseas barriers [2][4]. - The company generated 105 million kWh of self-produced green electricity last year and has achieved a green certificate procurement rate of 15% of its total electricity consumption [4]. - EVE Energy is actively calculating the carbon footprint of its products, with plans to assess over 40 products by 2024, and has already received certifications for several products under the new EU battery regulations [4][5]. Group 2: Strategic Goals and Initiatives - EVE Energy has set a more stringent carbon neutrality goal of achieving full operational carbon neutrality by 2030 and core value chain carbon neutrality by 2040, surpassing national targets [5][6]. - The company plans to achieve 100% green electricity usage by 2030 and aims for over 20% of its energy needs to be covered by green certificates by 2025 [5][6]. - EVE Energy is developing a "battery passport" to track the carbon footprint throughout the battery's lifecycle, which is crucial for entering international markets [7][8]. Group 3: Global Expansion and Market Position - EVE Energy is expanding its production bases in Hungary and Malaysia to enhance its resilience through localized production and global sales [7][9]. - The company has seen significant growth in lithium battery exports, with a 28% increase in export volume and a 32% increase in export value in the first quarter [11]. - EVE Energy's flagship cylindrical batteries have gained recognition from major automotive brands, indicating strong market acceptance despite international trade challenges [9][11].

Core Viewpoint - China Energy Construction has achieved significant technological advancements by developing the world's largest artificial cavern gas storage test platform, setting five world records in the process [1] Group 1 - The newly developed gas storage sealing circulation test has reached a world record pressure level of 18 MPa, marking a successful verification of the complete technology [1] - The company has set records in cavern size, pressure, pressure differential, gas loss rate, and stability, addressing global challenges in high-pressure, multi-medium, long-cycle gas storage safety and economics [1] - This achievement is considered a pinnacle of technological advancement, referred to as "the peak of technology" [1]

8月19日，华电辽宁能源发展股份有限公司（以下简称"华电辽能"）发布《关于增资建设一体化联营项目的公告》，宣布拟向全资子公司丹东金山热电有 限公司和华电（丹东）海上风电有限公司增资，建设热电联产与海上风电一体化联营项目。 该项目动态投资228.81亿元，静态投资224.58亿元，项目资本金49.06亿元。其中，热电联产项目动态投资33.01亿元，静态投资32.07亿元，华电辽能将向 丹东热电公司增资9.90亿元；海上风电项目动态投资195.80亿元，静态投资192.51亿元，华电辽能将向丹东海风公司增资39.16亿元。 ● 重要内容提示: 1. 增资标的名称。华电辽宁能源发展股份有限公司(以下简 称公司）拟向全资子公司丹东金山热电有限公司(以下简称丹东 热电公司)和华电(丹东)海上风电有限公司(以下简称丹东海 风公司)增资建设热电联产与海上风电一体化联营项目(以下简 称本项目、项目)。 据公告，热电联产项目位于辽宁省丹东市振安区同兴镇丹东热电公司一期东侧预留场地，将建设1×66万千瓦超超临界热电联产机组，同步建设烟气脱 硫、脱硝、除尘装置，通过新建单塔双回220千伏线路送至丹东北变电站。 海上风电项目位于辽宁 ...

Core Insights - The report highlights Jiangsu's significant growth in new energy storage capacity, ranking first in the Yangtze River Delta and fourth nationally, with a total installed capacity of 7.26 million kilowatts, a year-on-year increase of 104% as of June 30 this year [1] - New energy storage is crucial for energy security and the green transition, acting as a "super power bank" to balance electricity supply and demand [1] Group 1: Storage Technology Overview - Energy storage is categorized into pumped storage and new energy storage, with pumped storage being the most mature and economically viable technology for large-scale development [2] - Jiangsu's geographical limitations hinder the development of pumped storage, with an expected installed capacity of 3.05 million kilowatts in 2024, increasing to 3.5 million kilowatts by 2025 [2] - The province's strength lies in its aggregation effect, enabling coordinated dispatch of various new energy storage resources [2] Group 2: Operational Efficiency - Jiangsu Electric has integrated 95 large-scale new energy storage stations into a unified dispatch system, transitioning from independent operations to centralized control [3] - The company aims to increase the grid-connected capacity of independent shared new energy storage to over 8 million kilowatts by 2030 [3] Group 3: Regional Collaboration - Jiangsu has leveraged inter-provincial cooperation to import surplus pumped storage resources from Anhui and Zhejiang, with a total annual electricity supply of approximately 1.15 billion kilowatt-hours from these sources [4] - The newly added pumped storage project in Anhui is expected to generate 1.2 billion kilowatt-hours annually, enhancing renewable energy consumption [4] Group 4: Technological Innovations - Jiangsu is pioneering compressed air energy storage, with the world's largest non-combustion compressed air storage power station in Jintan, capable of storing 480,000 kilowatt-hours of electricity [5] - The project has demonstrated a conversion efficiency exceeding 60% and has responded to peak shaving commands multiple times during the summer months [5] Group 5: Diverse Energy Storage Solutions - Jiangsu is exploring various energy storage solutions to address the challenges posed by the volatility of renewable energy sources, including the first gravity energy storage demonstration project in China [6] - The gravity storage project is designed to convert potential energy into electrical energy with an efficiency of 85% [6] Group 6: User-Side Storage Development - User-side new energy storage projects are proliferating, with notable installations such as a 61,000-kilowatt storage station by Nanjing Iron and Steel Group, the largest of its kind in the country [7] - Smaller distributed storage systems are also emerging, indicating a growing trend in user-side energy storage solutions [7] Group 7: Industry Chain Development - The new energy storage industry in Jiangsu is becoming increasingly integrated, with a projected sales revenue exceeding 200 billion yuan in 2024 [9] - The province is expected to produce one-third of the national lithium battery output, with nearly 2,000 companies holding core invention patents [9] Group 8: Standardization and Future Outlook - The establishment of local standards for energy storage systems and the development of smart energy settlement terminals are enhancing industry regulation [10] - Jiangsu aims to continue fostering innovation in new energy storage technologies through collaboration with research institutions and universities [10]

Core Viewpoint - The "1+6" foundational rule system is established as the core framework for the construction of a unified national electricity market in China, addressing long-standing issues of inconsistent rules and standards, thereby facilitating the efficient flow of electricity resources nationwide [1][2][3]. Summary by Relevant Sections 1. Importance of the "1+6" Rule System - The "1+6" foundational rule system serves as the institutional cornerstone and core structure for the national unified electricity market, addressing fundamental questions about market direction and construction [2]. - It integrates and standardizes key operational rules across various segments such as long-term trading, spot markets, auxiliary services, market registration, information disclosure, and measurement settlement, effectively resolving previous issues of rule disconnection and inconsistent standards [2][3]. 2. Structure of the "1+6" System - The system consists of "1" (the Basic Rules for Electricity Market Operation) and "6" supporting rules, where "1" establishes the fundamental principles and overall framework for market operation, defining the responsibilities and boundaries of market participants [3][4]. - The "6" rules provide detailed regulations for critical market segments, including long-term trading, spot market transactions, auxiliary services, market registration, information disclosure, and measurement settlement, ensuring comprehensive coverage of all trading aspects [4]. 3. Dynamic Interaction of Market Components - The long-term market acts as a stabilizing force, locking in significant portions of electricity transactions through various contract durations, thus providing long-term price signals and stability [5][6]. - The spot market functions as a real-time indicator, reflecting immediate supply and demand conditions, guiding resources to where they are most needed [6][7]. - Auxiliary services serve as a safety net, ensuring the stable and secure operation of the electricity system through market-driven procurement of necessary adjustment services [6][7]. 4. Time and Space Optimization - The dynamic connection between long-term contracts, spot markets, and auxiliary services enables efficient resource allocation across time and space, with long-term contracts transitioning into more precise short-term adjustments as execution approaches [7]. - The spot market's node prices provide locational signals that indicate supply-demand imbalances and network congestion costs, guiding resource movement across regions [7].