11月3日，位于浙江宁波的北仑电厂9号机组经过168小时满负荷试运行后，顺利投产。自此，北仑电厂 成为我国装机规模最大的火力发电厂，其发电能力稳居全国火电之首。 9号机组满负荷试运行过程中系统设备运行稳定，平均负荷率达100%，各项性能指标优异。目前，北仑 电厂共建设有9台机组，今年最新投产的8号和9号两台百万千瓦机组，采用多项先进技术，供电煤耗为 257.24克/千瓦时，是国内同时期、同类型机组的绿色火电标杆。 国家能源集团浙江北仑电厂工程部负责人 孙城：随着9号机组的顺利投产，北仑电厂9台机组满负荷下 一天可发约1.76亿度电，能满足约2000万户家庭一天的用电需求，预计年发电量超400亿度，极大满足 了华东地区的安全用电需求。 北仑电厂刚刚投运的9号机组，首次在百万千瓦机组上应用了烟气冷凝等多项技术，使得污染物排放下 降了60%。随着9号机组的正式投运，北仑电厂的火电装机容量达到了734万千瓦，成为我国装机规模最 大的火力发电厂。 ...

Core Viewpoint - The sixth International Forum on New Power Systems and the 21st International Technology Forum of China Southern Power Grid was held, showcasing the achievements and innovations in the construction of new power systems during the 14th Five-Year Plan period [1] Group 1: Achievements in New Power System Construction - China Southern Power Grid has built the world's largest AC-DC interconnected grid, with cumulative electricity transmission exceeding 950 billion kilowatt-hours [1] - The reliability of power supply in the Guangdong-Hong Kong-Macao Greater Bay Area has reached world-class levels [1] - The number of registered market participants in the electricity trading market has surpassed 220,000, accounting for one-fourth of the national total, with over 70% of electricity traded through market mechanisms [1] - The ultra-high voltage transmission technology is internationally leading, with the Kunliulong DC project achieving 19 world-first power technology milestones [1] Group 2: Green Energy Supply and Efficiency - The digitalization efforts have improved the management of renewable energy, with short-term forecasting accuracy for wind and solar power reaching 88% and 93%, respectively [2] - Non-fossil energy generation in five provinces has reached 66% of installed capacity and 56% of total generation, placing it among the leading grids globally [2] - The installed capacity of renewable energy has exceeded 257 million kilowatts, a 3.5-fold increase since 2020 [2] - The capacity for electricity transmission from the west to the east has surpassed 58 million kilowatts, with over 80% of the transmitted electricity being clean energy [2] Group 3: Energy Transition and Consumer Benefits - Since the 14th Five-Year Plan, electricity substitution has exceeded 240 billion kilowatt-hours, with electricity accounting for 34% of total energy consumption, 5 percentage points higher than the national average [3] - Over 100,000 charging piles have been installed across urban and rural areas, achieving full coverage in the Guangdong-Hong Kong-Macao Greater Bay Area [3] - The green electricity trading volume is expected to reach 250 billion kilowatt-hours by 2025, surpassing the total of the previous three years [3] Group 4: Collaborative Development of Power Systems - The new power system construction emphasizes collaboration among generation, grid, load, and storage [4] - The installed capacity of pumped storage and new energy storage has exceeded 10 million kilowatts each, with demand-side response levels reaching 7.6% [5] Group 5: Mechanism Innovation and Market Efficiency - New mechanisms have been established for shared storage leasing and auxiliary services, enhancing resource allocation efficiency [6] - The virtual power plant model in Shenzhen exemplifies the integration of electric vehicles as mobile storage, achieving a controllable load of 1.1 million kilowatts [6] Group 6: Technological Innovation and Digital Transformation - The company has implemented advanced technologies for grid management, achieving significant improvements in operational efficiency and safety [7][8] - The digital grid construction is progressing steadily, with the establishment of an AI alliance and the release of national standards [9] - The integration of digital supply chains is driving the development of new business models within the industry [10] Group 7: Commitment to Sustainable Development - The company expresses its commitment to collaborating with various stakeholders to contribute to global sustainable energy development [11]

Core Insights - The event "Green Certificate: Smoothly Connecting China and Moving Towards the World - Green Certificate Entering Beijing-Tianjin-Hebei" was held in Xiong'an New Area, aiming to promote the widespread application of green power certificates in the Beijing-Tianjin-Hebei region and facilitate the green transformation of the energy structure in this area [2][3] Group 1: Event Overview - The event was organized by the Beijing Electric Power Trading Center and hosted over 200 guests, including representatives from the National Energy Administration, Hebei Development and Reform Commission, and various power trading institutions [2] - The event utilized a "main venue + sub-venue" model, with the main venue in Xiong'an and sub-venues in Beijing, Tianjin, and Hebei, conducting simultaneous promotional activities [2] Group 2: Market Development - The green certificate trading scale in the Beijing-Tianjin-Hebei region exceeded 65 million certificates in the first three quarters of this year, representing an 86% year-on-year increase [2] - The National Energy Administration highlighted the continuous expansion of the green certificate market in the region, with trading scales reaching new highs [3] Group 3: Innovations and Initiatives - Beijing is actively promoting green transformation in industrial parks, integrating green certificates with carbon trading and green finance [4] - Tianjin established the first provincial-level green certificate service center in the country, offering 15 service measures to support enterprises [5] - Hebei has implemented a comprehensive data-sharing mechanism to support the issuance and trading of green certificates, with over 200 million certificates issued to date [5] Group 4: Future Prospects - The successful hosting of the event marks a new phase of scaled and standardized development for the green certificate market in the Beijing-Tianjin-Hebei region, with expectations for broader, deeper, and higher-quality applications in the future [6]

配套制定的《指南》则详细规范了虚拟电厂的组织架构、平台接入及能力校核、市场注册与准入、市场 运营和交易、计量与结算以及退出管理等关键环节，为虚拟电厂的规范建设与运营提供了具体依据。 （雷歆蕊 朱碧琳） 责任编辑：江蓬新 《方案》强调4项重点任务：一是实施一批虚拟电厂试点示范项目，通过降低用户整体用能成本探索可 预期、可持续的商业化运营模式；二是不断完善虚拟电厂发展体系机制，编制配套规则文件，研究制定 完善适应虚拟电厂发展的市场规则；三是持续推进虚拟电厂系统平台建设，由省电力公司依托新型电力 负荷管理系统建设虚拟电厂运营管理平台，实现全省虚拟电厂的统一管理、统一服务；四是着力提升虚 拟电厂运行水平，指导运营商加强自身安全管理，严格执行涉网安全管理相关规定，服从调度机构的统 一调度管理。 10月24日，江西省能源局发布关于公开征求《江西省推动虚拟电厂高质量发展工作方案（征求意见 稿）》（以下简称《方案》）、《江西省虚拟电厂建设运营工作指南（征求意见稿）》（以下简称《指 南》）意见的公告，旨在规范虚拟电厂建设与运营，提升电力系统调节能力和新能源消纳水平。 《方案》明确，到2027年，建成一批虚拟电厂示范项目，力争全 ...

Core Insights - The company is accelerating the construction of the power grid in Liaoning Province, focusing on safety, efficiency, and innovation to support economic development [1][2][3][4][5][6] Group 1: Project Acceleration - Liaoning Electric Power is implementing a coordinated approach for large-scale projects, involving provincial and municipal companies to enhance efficiency [2] - The company has established a three-tier supervision mechanism to improve safety management in construction projects [2] - All 14 municipal governments in Liaoning have issued supportive documents for power grid construction, facilitating project acceleration [2] Group 2: Recent Achievements - The first phase of the Xu Dabu Nuclear Power 500 kV transmission project was successfully energized, enhancing the connection between the Liaoning power grid and the main network [3] - The West Spring 500 kV substation, the first fully autonomous new-generation substation in China, has been put into operation, supporting over 2 million kW of renewable energy integration [3] - In the first three quarters of the year, 50 new power grid projects were initiated, with a total of 610.71 km of lines and 253.8 million kVA of transformer capacity constructed [3] Group 3: Technological Innovation - The company is increasing its focus on key technology research and application, developing new equipment to address construction challenges [4] - During the construction of the West Spring substation, 16 types of original technology achievements were applied, achieving full domestic production of core materials and systems [4] - Environmental protection measures are being strengthened through technical supervision of ongoing projects [4] Group 4: Demand-Driven Construction - Liaoning Electric Power is responding to the needs of local renewable energy companies by accelerating the construction of supporting projects [5] - The company is implementing a management system to ensure the timely operation of 12 new energy transmission lines [5] Group 5: Key Infrastructure Projects - The 500 kV Pushi Line relocation project is in its final stages, crucial for the new airport's runway clearance [6] - The company has completed significant upgrades to support the operation of the Shenyang-Baicheng high-speed railway, including the construction of new substations and power lines [6]

Core Insights - The report highlights that in 2024, the national grid construction investment in China is expected to reach a historical high of 608.3 billion yuan, representing a year-on-year increase of 15.3% [1] - The development of the power grid in China is projected to maintain a steady growth trend, with significant expansions in transmission lines and substation capacities [1][2] Investment and Infrastructure - By the end of 2024, the total length of transmission lines at 220 kV and above is expected to reach 961,000 kilometers, with AC lines at 909,000 kilometers (up 5.0% year-on-year) and DC lines at 52,000 kilometers (unchanged from 2023) [1] - The total capacity of substations (including converter stations) at 220 kV and above is projected to be 57.8 billion kVA, with AC substation capacity at 52.6 billion kVA (up 6.5% year-on-year) and DC capacity at 5.2 billion kVA (unchanged from 2023) [1] Regional Developments - In 2024, regions such as Xinjiang, Guangdong, and Zhejiang are expected to add over 2,000 kilometers of new 220 kV and above transmission lines, while Qinghai, Jilin, and Hainan are leading in growth rates, each exceeding 100% [2] - For substation capacity, regions like Inner Mongolia West, Jiangsu, Sichuan, Qinghai, and Guangdong are anticipated to add over 15 million kVA of new capacity, with Tibet, Inner Mongolia East, Qinghai, and Guangxi showing growth rates exceeding 200% [2] Challenges and Opportunities - The report identifies six major challenges for the power grid development during the 14th Five-Year Plan, including the need for enhanced flexibility in the grid to accommodate high proportions of renewable energy, the tightening of transmission resources due to large-scale renewable energy delivery, and the increasing threat of extreme weather events [3] - Other challenges include the transformation of distribution networks to handle distributed renewable energy and diverse new loads, the urgency for green transformation in grid construction, and the need for breakthroughs in technology and mechanisms to facilitate the integration of AI technologies into grid operations [3]

Core Points - Southern Power Grid Comprehensive Energy Co., Ltd. plans to issue A-shares to raise no more than 2 billion yuan for energy-saving and carbon reduction projects, working capital, and repaying interest-bearing debts [1][2] - The controlling shareholder, China Southern Power Grid Co., Ltd., intends to subscribe for at least 41.26% of the total shares issued, amounting to no more than 1 billion yuan [1] - The total number of A-shares to be issued will not exceed 1.136 billion shares, accounting for no more than 30% of the company's total share capital before the issuance [1] Financial Overview - The company will allocate 1.6 billion yuan of the raised funds for energy-saving and carbon reduction projects, including 1.478 billion yuan for engineering costs, 55 million yuan for supporting engineering costs, and 67 million yuan for other construction expenses [1] - An additional 400 million yuan will be used to supplement working capital and repay interest-bearing debts, aimed at optimizing the company's capital structure and enhancing sustainable development and profitability [1] - The company's debt-to-asset ratio has increased from 54.11% in 2022 to 66.29% by the end of September this year, indicating a rising financial risk [1] Strategic Intent - The issuance is a strategic choice to enhance operational strength and respond to national strategic emerging industry deployments, promoting high-quality development in the energy-saving and carbon reduction sector [2] - It aims to meet future funding needs for business transformation and upgrade, reduce financial risks, and safeguard the interests of all shareholders [2]

Core Insights - China has announced its 2035 national contribution targets, aiming for a 7%-10% reduction in greenhouse gas emissions from peak levels, over 30% of energy consumption from non-fossil sources, and a total installed capacity of wind and solar power to exceed six times that of 2020, targeting 3.6 billion kilowatts [1][7] Group 1: Energy Transition Goals - The new targets reflect a significant shift in China's energy governance logic, expanding from carbon dioxide to include all greenhouse gases and from energy combustion to encompass the entire economy [7] - The goal for 2035 requires an annual addition of approximately 200 million kilowatts of wind and solar capacity over the next decade [4][3] Group 2: Implementation Strategies - The 14th Five-Year Plan is crucial for initiating this transition, focusing on both increasing total renewable energy capacity and ensuring its reliability [3][5] - Strategies include enhancing the integration of renewable energy with traditional industries, promoting new consumption models, and expanding the use of renewable energy beyond electricity [5][6] Group 3: Industry and Market Dynamics - China's renewable energy sector is robust, with nearly 2.2 billion kilowatts of installed renewable capacity as of September, including over 1.7 billion kilowatts from wind and solar [3] - The country has the largest and most complete renewable energy industry chain globally, which supports its ambitious targets and positions it as a leader in the green energy transition [9][8] Group 4: Global Context and Leadership - China's approach to balancing energy security with emission reduction has garnered international recognition, positioning it as a model for other nations [8][9] - The country accounts for over one-third of global annual electricity generation and renewable energy output, leading in both cumulative and newly installed capacity for wind and solar [9]

Core Viewpoint - The successful acceptance and operation of the multi-dimensional intelligent inspection system at the Xiaodongjiang Hydropower Station marks the beginning of the intelligent inspection era for the facility [1] Group 1: System Overview - The multi-dimensional intelligent inspection system is based on AI deep learning algorithms and integrates various subsystems including video monitoring, robotic inspection, infrared monitoring, and tailwater restricted area control [1] - The system achieves comprehensive perception, precise identification, real-time alarm, and trend warning for equipment status, environmental parameters, harmful gases, and specific issues like "leakage" in hydropower stations [1] Group 2: Operational Functionality - During daily operations, staff can set inspection plans, allowing inspection robots to automatically follow predefined paths and points to conduct inspections [1] - The system transmits real-time images and various monitoring data back to the central platform for image recognition, status analysis, and anomaly judgment, ultimately generating inspection reports and sending warning information [1] Group 3: Robotic Capabilities - The system features a quadruped wheeled intelligent robot capable of navigating areas such as the turbine layer and water supply chamber to perform tasks like equipment status checks, meter readings, and abnormal sound monitoring [1] - Track-mounted robots deployed in critical areas like the 10 kV room and 400 V room can conduct status checks on important equipment such as switch cabinets and excitation transformers, as well as infrared temperature measurements and partial discharge detection, creating a comprehensive monitoring network for both internal and external equipment status [1]

Core Insights - The company has implemented an AI-driven customer feedback system in its service hall to enhance customer satisfaction and operational efficiency [1] - A three-month survey identified pain points in manual supervision, leading to the development of an AI video recognition tool for real-time customer feedback [1] - The new system has improved the identification of at-risk customers, achieving over 90% coverage in recognizing customer complaints and concerns [1] Group 1 - The AI video recognition tool captures customer satisfaction data and triggers alerts for "unsatisfied" ratings, allowing for immediate intervention by staff [1] - The company has established a closed-loop management system that integrates intelligent monitoring, risk warning, and performance incentives [1] - The initiative aims for zero incidents of escalated customer complaints by Q3 2025 [1] Group 2 - The risk label system combines customer feedback, return visit records, and abnormal sound information with AI monitoring tools [1] - The transition from manual inspections to digital supervision represents a significant innovation in the company's operational model [1] - The focus on autonomous implementation of core business services is a key strategy for improving customer service quality [1]