Core Insights - Shanxi province is transforming its electricity market with significant advancements in long-term, spot, and ancillary service trading, leading to a more structured electricity market with 22,000 registered market participants [1] Group 1: Market Development - The introduction of time-segmented long-term trading in July 2021 allows for 24 distinct pricing periods each day, enhancing price discovery and encouraging better supply-demand balance [2] - The establishment of a spot market has revealed discrepancies in pricing, such as solar power prices dropping from 0.33 yuan per kWh in long-term contracts to below 0.2 yuan in the spot market, demonstrating the coupling of long-term and spot market prices [3] - Shanxi has initiated multi-month long-term trading, extending transactions up to six months ahead, which provides more opportunities for market participants to hedge risks and discover future electricity prices [3] Group 2: Renewable Energy Integration - Shanxi's wind and solar resources are projected to support over 150 million kW of installed renewable capacity by 2030, with annual renewable electricity generation exceeding 200 billion kWh [4] - The province's market mechanisms allow for flexible adjustments in thermal power generation to accommodate the variable nature of renewable energy, maintaining a high utilization rate of over 97% for renewables [4] - The introduction of market-driven mechanisms for thermal power to support renewable energy generation has improved the overall efficiency of energy consumption [4] Group 3: Market Mechanisms and Innovations - Shanxi plans to implement a real-time market with a 5-minute rolling clearing mechanism to enhance the granularity of market tracking and reduce frequency deviation [5] - The entry of virtual power plants into the market has aggregated 191 users with a total adjustable capacity of 312.28 MW, demonstrating the potential for improved resource utilization and flexibility in the power system [7] - Independent energy storage systems are being integrated into the frequency regulation market, providing rapid response capabilities that enhance grid stability and operational safety [8]

114号文：构建预期稳定的电价形成机制 华能集团能源研究院 贺一 随着电力现货市场在全国范围内的普及和纵深推进，我国电价形成机制正在发生系统性变化。电价不再 单纯反映生产成本，而更为直接地影响市场预期、投资决策和系统运行安全。在这一背景下，近日出台 的《关于完善发电侧容量电价机制的通知》（发改价格〔2026〕114号，以下简称"114号文"）与国家发 展改革委、国家能源局《关于做好2026年电力中长期合同签约履约工作的通知》（发改运行〔2025〕 1502号，以下简称"1502号文"）形成政策协同，共同构成新型电力系统下稳定电价预期、维护电力资产 价值的制度基础。 从更长周期看，这是一次围绕高比例新能源背景下，"电力价值如何被发现、如何被回收"的系统性构 建，电力商品正在从"一口价"买卖，变成"商品费+服务费"的收费模式，核心目标是在现货价格波动加 大的条件下，防止短期价格波动对长期投资预期造成误导，同时也是为了看清楚，在能源转型时代我们 究竟在为什么买单。 一、电价形成逻辑的完善 当前，各方对现货环境下电价重心下行的讨论，本质上是对电力资产价值变化的应激反应。在过去，电 力的价值主要体现在电量上，发多少电拿 ...

1月30日，在海拔2200余米的重庆猫儿背国有林场，国网重庆巫溪供电公司巡检人员应用智能敲击式除 冰机器人顺利完成110千伏河白西线19号至21号塔地线的除冰工作。这是国网重庆市电力公司首次在高 海拔地区试点应用智能除冰机器人开展地线除冰，为冬季高海拔地区输电线路除冰应用了新技术手段。 据了解，相较传统人工除冰方式，智能除冰机器人在应对高山、峡谷等复杂地形和恶劣天气时具有明显 优势，不仅可在线路不停电的情况下开展除冰作业，而且大幅提升了除冰效率与作业安全性。 责任编辑：王奕博 智能除冰机器人开展除冰时，由运维人员操控无人机将其精准挂载至需要除冰的导线、地线作业地点 后，在地面远程启动除冰作业。随后，机器人利用履带交错碾压技术，以每分钟20米的速度碾压坚冰， 并将碾碎的冰碴带离导线。该机器人每小时可清除覆冰超1千米，单次续航时间为两小时。 每年冬季，重庆部分输电线路会遭遇覆冰，当线路覆冰达到一定厚度后，将会威胁到电网安全运行，需 要采取直流融冰、人工除冰、无人机敲打除冰等方式，及时消除导线、地线上包裹的冰块，为导线、地 线"减负"。 本次试点应用的智能除冰机器人配备了高精度的行走轮和驱动电机，其中，行走轮的材质 ...

Core Viewpoint - The State Grid Inner Mongolia East Power Company held a press conference to release its 2025 Social Responsibility Report, highlighting its commitment to energy supply, grid construction, and social responsibility [1] Group 1: Key Achievements - The report is divided into two main sections: "Responsibility Highlights" and "Responsibility Implementation" [1] - "Responsibility Highlights" reviews the achievements during the 14th Five-Year Plan in six areas: energy supply, grid construction, green transition, public service, technological innovation, and party building [1] - "Responsibility Implementation" section begins with "承蒙" and presents nine specific chapters showcasing the work outcomes for 2025 [1] Group 2: Future Plans - In the first year of the 15th Five-Year Plan, the company will continue to implement the Inner Mongolia Autonomous Region's "1571" work deployment [1] - The company aims to further support energy transition and contribute to the high-quality economic and social development of Inner Mongolia [1]

Core Viewpoint - The construction of an energy powerhouse is crucial for national security, economic development, and global governance, with a strong emphasis on the development of renewable energy as a strategic pillar [2][3]. Group 1: Strategic Importance of Renewable Energy - The development of renewable energy is essential for ensuring national energy security and supporting modernization, as China's energy demand continues to grow, and reliance on fossil fuel imports poses risks [2]. - Since the 14th Five-Year Plan, renewable energy has accounted for over 80% of all new power generation installations, with cumulative installed capacity ranking first globally, making it a dominant source of new power [2]. - Large-scale renewable energy development is fundamental to reducing dependence on foreign energy and establishing a self-sufficient energy supply system, providing stable energy support for a large population [2]. Group 2: Economic Growth and High-Quality Development - The renewable energy sector is a key driver for cultivating new growth engines and promoting high-quality economic development, characterized by its green technology and long industrial chain [3]. - The sector creates significant investment opportunities and jobs across various areas, including large wind and solar bases, distributed photovoltaics, and smart microgrids [3]. - New business models are emerging through the integration of renewable energy with digital economies, such as virtual power plants and vehicle-to-grid interactions, shaping a modern industrial system [3]. Group 3: Challenges and Solutions for High-Quality Development - The core challenges in renewable energy development have shifted from grid connection issues to efficient consumption and system support, highlighting the need for improved system integration and optimization capabilities [4]. - A fundamental shift in development philosophy is required, moving from scale expansion to integrated development, including multi-energy integration and breaking down silos in energy production, transmission, consumption, and storage [5]. - The recognition of value must expand from a single dimension to a multi-dimensional perspective, encompassing various benefits such as green electricity, flexible system regulation, and international cooperation [6]. Group 4: Implementation Strategies for Integrated Development - Strengthening planning guidance is essential for building system-friendly renewable energy projects, with clear goals and regional layouts outlined in national energy planning [7]. - Market reforms are necessary to create a power market system that accommodates a high proportion of renewable energy, including the establishment of a multi-tiered market system [7]. - Fostering technological advancements and establishing integrated technical standards are crucial for optimizing multi-energy systems and enhancing smart energy capabilities [7]. Group 5: Pilot Projects and Collaborative Ecosystems - Pilot projects for integrated renewable energy development are being planned in key areas, focusing on replicable and scalable business models [8]. - Collaborative mechanisms between energy and other sectors, such as industry, transportation, and construction, are being developed to promote infrastructure interconnectivity and sharing [9].

Core Viewpoint - The development of renewable energy is crucial for building a strong energy nation, which is integral to achieving the "dual carbon" goals and establishing a new energy system in China [2][4]. Group 1: Background and Core Connotations of Energy Nation Construction - The construction of an energy strong nation is a strategic choice to balance supply security and low-carbon transition, addressing high dependence on foreign energy and geopolitical risks [3]. - Energy technology self-reliance is a core driving force for building an energy strong nation, necessitating advancements in core technologies and high-end equipment [3]. - The strategy also involves optimizing domestic development and participating in international energy governance to enhance resilience and address regional imbalances [3]. Group 2: Strategic Value and Key Role of Renewable Energy - During the 14th Five-Year Plan, renewable energy has achieved significant high-quality development, laying a solid foundation for the construction of an energy strong nation [4]. - Renewable energy serves as a crucial safety pillar, with its share in China's electricity consumption nearing 40%, enhancing energy supply autonomy [4][5]. - It is also the cornerstone for green transformation, essential for achieving the "dual carbon" goals and increasing the share of non-fossil energy consumption to over 30% by 2035 [4][5]. Group 3: Promoting High-Quality Development of Renewable Energy - The 15th Five-Year Plan faces challenges such as insufficient resource guarantees and market mechanism imperfections, necessitating a focus on problem-solving and goal orientation [7]. - Emphasis on multi-energy integration and enhancing renewable energy supply capacity aims for an annual increase of 20 million kilowatts in wind and solar power installations [7]. - Strengthening clean low-carbon consumption involves expanding green electricity usage in key sectors and promoting green hydrogen applications [8]. Group 4: Innovation and Policy Mechanisms - Focusing on critical areas like chips and industrial software, the industry aims to enhance self-reliance and promote the integration of renewable energy with digital technologies [8][9]. - The establishment of a unified national electricity market and improved market mechanisms for renewable energy transactions are essential for optimizing the business environment [9]. - Promoting international cooperation and sharing China's renewable energy development experience will contribute to a fair and cooperative global energy governance system [9].

Core Insights - Recent large-scale power outages globally highlight the vulnerability of traditional power systems under extreme weather and other risks, emphasizing the need for enhanced resilience in energy security frameworks [1] - The transition in energy policy is shifting from a focus solely on efficiency to a dual emphasis on both efficiency and safety, with a significant increase in the importance of stable power supply capabilities [2] Group 1: Global Power Outages - Recent power outages have affected both developed and emerging markets, caused by extreme weather, aging infrastructure, and human factors, severely impacting livelihoods and economic operations [1] - Specific incidents include widespread outages in Colorado due to a winter storm and a fire at a substation in California affecting approximately 130,000 residents [1] - Other notable outages occurred in Bosnia, France, and Argentina, collectively indicating the critical vulnerabilities of traditional power systems under high demand and extreme weather conditions [1] Group 2: Energy Policy and Investment Focus - By 2026, enhancing power system resilience is becoming a core consensus and investment priority in energy policies across nations, focusing on hardware and software reforms [2] - The U.S. is expected to implement policies to modernize the grid, including tax incentives and streamlined approval processes for transmission and storage projects [2] - The EU anticipates significant capital expenditures for grid upgrades, with a focus on existing infrastructure improvements due to lengthy approval processes for new transmission lines [3] Group 3: Future Investment Trends - The global focus of power investment is projected to shift from merely increasing generation capacity to ensuring stable electricity supply, with a strategic emphasis on energy storage and grid modernization [3] - The EU plans to enhance cross-border transmission capabilities and attract private investment to improve grid resilience and renewable energy integration [3] - By 2030, the EU estimates that capital expenditures for the grid will reach approximately €584 billion, increasing to about €1.2 trillion by 2040 [3]

Core Viewpoint - The China Electricity Council (CEC) forecasts that by 2025, China's total electricity consumption will exceed 10 trillion kilowatt-hours, marking a historic milestone, with a projected growth of 5% to 6% in 2026, driven by the expansion of renewable energy capacity and a balanced supply-demand situation [1][2][7]. Group 1: Electricity Consumption Growth - In 2025, China's total electricity consumption is expected to reach 10.37 trillion kilowatt-hours, maintaining its position as the world's largest electricity consumer [2]. - The second industry will account for 6.64 trillion kilowatt-hours, representing 64% of total consumption, contributing 47.5% to the growth [2][3]. - The third industry will see a growth of 8.2%, with a contribution rate of 30.7%, driven by sectors like charging services and internet-related services [3][10]. Group 2: Renewable Energy Expansion - By the end of 2025, China's total installed power generation capacity is projected to reach 3.89 billion kilowatts, with non-fossil energy sources accounting for 61.7% of this capacity [4][5]. - Wind and solar power will constitute over 80% of the newly added generation capacity, with a total of 4.47 trillion kilowatt-hours of non-fossil energy generation expected, representing 42.9% of total generation [5][6]. - In 2026, solar power generation capacity is anticipated to surpass coal power for the first time, with non-fossil energy sources expected to account for 63% of total installed capacity [7][8]. Group 3: Infrastructure and Investment - Investment in power grid construction is projected to reach 639.5 billion yuan in 2025, with significant growth in both direct current and alternating current projects [5][6]. - Cross-regional and cross-provincial electricity transmission is expected to grow, with cross-regional transmission reaching 998.4 billion kilowatt-hours, a 7.9% increase [6]. - The "14th Five-Year Plan" emphasizes the construction of a modern energy system, with a focus on enhancing electricity supply security and grid intelligence [6][10].

为确保吊装一次成功，安能二局项目部联合监理、设计、设备厂家组建技术攻关团队，反复推演优 化"双机并车+平衡梁吊装"方案。施工前，技术人员对桥机轨道、平衡梁等关键设备进行全面检修调 试；安全管理人员组织全员专项技术交底，强化应急处置能力。吊装过程中，作业人员通过激光测距、 全站仪实时监测等手段，精准控制定子水平度与垂直度，最终实现毫米级精准就位。 责任编辑：王奕博 1月27日，由中国安能二局承建的国家重要能源项目——山东潍坊抽水蓄能电站首台机组"心脏"部件定 子成功完成吊装，项目正式从设备组装阶段进入核心设备安装攻坚期，为首台机组按期投产发电奠定坚 实基础。 作为国家"十四五"重点实施项目、山东省新旧动能转换重大支撑性项目，山东潍坊抽蓄电站总装机容量 120万千瓦，共安装4台30万千瓦可逆式水泵水轮机组。项目建成后，年发电量可达27.1亿千瓦时，每年 可减少二氧化碳排放约52万吨，有效承担电网调峰填谷、调频调相、事故备用等重要功能。 ...

Core Viewpoint - The Southern Power Grid's Guangxi Laibin Power Supply Bureau is focused on ensuring stable electricity supply during the cold wave, emphasizing the importance of power supply, people's livelihood, and safety [1] Group 1: Emergency Preparedness and Response - The Laibin Power Supply Bureau has organized a service team to enhance equipment operation and maintenance, emergency preparedness, and disaster prevention capabilities [1] - A 24-hour emergency duty system has been implemented, with repair teams, materials, and vehicles on standby to respond quickly to any power outages caused by ice accumulation [1] Group 2: Monitoring and Maintenance - The focus area for cold wave defense is Jinxiu Yao Autonomous County, which has the highest elevation and ice risk in Laibin City [1] - The bureau monitors 10 ice-prone power lines and 33 key monitoring points using 33 installed ice monitoring devices for real-time, visual, and precise monitoring of ice conditions [1] - Special patrols are conducted on key lines to inspect for potential hazards, ensuring "zero defect" operation of the power grid equipment [1]