Core Viewpoint - Shaanxi province, rich in coal and oil resources, is undergoing a green transformation as the first national energy revolution innovation demonstration zone in China, balancing energy security and low-carbon development [1] Group 1: Transition to Green Energy - Shaanxi's energy structure has historically been dominated by coal, with coal production accounting for one-fourth of the national total and thermal power capacity exceeding 60% at one point [2] - By the end of 2024, the province's installed capacity of renewable energy is expected to exceed 60 million kilowatts, representing 41% of the total power generation capacity [2] - The emergence of virtual power plants offers a solution to the challenges posed by the intermittency and volatility of renewable energy sources [2] Group 2: Implementation of Virtual Power Plants - In November 2023, the State Grid Shaanxi Electric Power Company established a comprehensive provincial virtual power plant management platform, aggregating 800,000 kilowatts of adjustable resources from 241 users, equivalent to the capacity of a large thermal power plant, reducing carbon emissions by approximately 900,000 tons annually [2] - During the summer peak electricity demand, a virtual microgrid was created in Xi'an, achieving a load reduction of 1,000 kilowatts during peak hours, alleviating pressure on the grid [3] Group 3: Collaborative Efforts and Market Participation - The virtual power plant model enables collaboration between previously isolated wind farms and industrial parks, facilitating a "thousand-mile collaboration" [4] - The first virtual power plant in the province participated in a simulated settlement of the electricity spot market, aggregating resources with a maximum capacity of 40,000 kilowatts and simulating a transaction of 131.8 million kilowatt-hours [4] Group 4: Policy and Technical Framework - The implementation of virtual power plants is supported by policies and technical standards, including the "Implementation Plan for Virtual Power Plant Construction and Operation" issued in June 2025 [5] - The first provincial technical standard for virtual power plants was approved in July 2023, guiding the initial three virtual power plants in completing dual scenario validations with maximum upward and downward adjustment capacities of 78,000 and 132,000 kilowatts, respectively [5] Group 5: Vision for Sustainable Development - The ultimate goal of virtual power plants is to create a participatory green energy ecosystem, allowing all stakeholders to benefit from the green transition [6] - The virtual power plant initiative exemplifies the harmonious coexistence of traditional and renewable energy sources, activating Shaanxi's green potential and contributing to the "Two Mountains" concept [6]

点击蓝字 关注" 中国电力报 " | 地区 | | 风电利用率 | | 光伏发电利用率 | | --- | --- | --- | --- | --- | | | 7月 | 1-7月 | 7月 | 1-7月 | | 全国 | 97.0% | 93.8% | 96.4% | 94.7% | | 北京 | 100.0% | 89.9% | 100.0% | 99.1% | | 天津 | 100.0% | 97.4% | 100.0% | 96.1% | | 河北 | 98.7% | 90.2% | 99.0% | 92.9% | | m ha | 99.6% | 94.7% | 99.8% | 98.3% | | 山东 | 98.8% | 94.1% | 99.0% | 96.3% | | 蒙西 | 97.0% | 92.3% | 93.0% | 88.8% | | 家东 | 96.1% | 91.7% | 97.5% | 92.2% | | 辽宁 | 97.3% | 93.8% | 98.9% | 96.5% | | 青林 | 94.5% | 91.5% | 98.2% | 96.2% | | 黑龙江 | 92 ...

党的十八大以来，以习近平同志为核心的党中央全面加强对能源工作的领导，对能源发展作出一系列重 要决策部署。党的二十大报告提出加快规划建设新型能源体系，为新时代能源发展指明了方向。国家能 源主管部门全面贯彻落实党中央、国务院决策部署，顺应发展大势、深刻把握新阶段能源转型变革的战 略主动，会同有关方面编制印发《"十四五"现代能源体系规划》（以下简称《规划》），为"十四五"能 源高质量发展提供了行动纲领。今年是"十四五"规划收官之年，也是"十五五"规划谋局开篇之年，深入 总结分析《规划》实施情况，对科学谋划"十五五"能源发展、加快规划建设新型能源体系具有重要意 义。 01 能源供应链韧性和安全水平大幅跃升 习近平总书记指出"能源安全是关系国家经济社会发展的全局性、战略性问题"，强调"能源的饭碗必须 牢牢端在自己手中"。保障能源安全事关国家发展大局，也是能源高质量发展的前提和基础。《规划》 聚焦新阶段能源发展面临的风险，提出要坚持底线思维，立足国内、补齐短板、多元保障、强化储备， 不断增强风险应对能力，同时从战略安全、运行安全、应急安全3方面部署重点任务，相应设置了国内 能源年综合生产能力、油气产量、发电装机容量等发展 ...

Core Insights - The "14th Five-Year Plan" marks a significant period for energy transition in China, achieving notable accomplishments despite various challenges, with a focus on optimizing industrial layout and enhancing system resilience for high-quality energy development in the future [1] Group 1: Achievements in Energy Development - Energy supply capacity has been significantly enhanced, with oil production expected to reach approximately 213 million tons by 2024, and natural gas production projected to hit 246.4 billion cubic meters [2] - Coal supply security has improved, with major coal supply bases established, and over 300 million kilowatts of coal power units have undergone flexibility upgrades [2] - The total installed power generation capacity reached 3.65 billion kilowatts by mid-2025, with China leading globally in power infrastructure [3] Group 2: Acceleration of Green Energy Transition - Renewable energy has become the mainstay of power generation, with total installed capacity reaching 2.159 billion kilowatts, accounting for 59.2% of the total [4] - Nuclear power development has progressed steadily, with operational capacity reaching 60.91 million kilowatts, making China the world leader in nuclear power [4] - The ability of the power system to accommodate high proportions of renewable energy has significantly improved, with new storage capacity reaching 73.76 million kilowatts by the end of 2024 [4] Group 3: Optimization of Energy Layout - Key regional energy projects have been advanced, including large-scale wind and solar bases in the northern regions and distributed photovoltaic development in eastern load centers [7] - Cross-regional energy transmission channels have been established, enhancing the capacity for clean energy transmission to eastern regions [7] - Rural energy transformation initiatives have been implemented, with over 83,000 village-level photovoltaic assistance stations established [8] Group 4: Strengthening Energy Technology Innovation - The efficiency of clean coal utilization has improved, with a 40% increase in the added value of coal conversion [9] - Breakthroughs in deep-sea oil and gas resource development have been achieved, including the construction of the world's first 100,000-ton deep-water semi-submersible production platform [9] - Significant advancements in high-voltage transmission technology have been made, with full domestic production of key equipment [9] Group 5: International Energy Cooperation - Energy cooperation with regions such as Russia and the Middle East has been deepened, enhancing energy supply security and infrastructure connectivity [10] - China's photovoltaic products have captured approximately 85% of the global market share, with numerous international renewable energy projects established [10] - Active participation in global energy governance and cooperation platforms has been emphasized, promoting collaborative efforts in addressing climate change [10]

Core Viewpoint - The construction of a unified national electricity market in China is progressing towards a high-quality development model, with significant achievements expected by 2025, marking a historic leap in electricity market reform [2][3]. Group 1: Historical Achievements and Current Status - Since the initiation of the new round of electricity system reform, the market-based trading volume of electricity has been increasing annually, with 2.95 trillion kWh traded in the first half of 2025, accounting for approximately 61% of total electricity consumption [3]. - It is projected that the total market-based trading volume will exceed 6 trillion kWh in 2025, representing about two-thirds of total electricity consumption and three-quarters of national sales volume, indicating a doubling of trading volume compared to the end of the 13th Five-Year Plan [3]. Group 2: Market Structure and Rules - A foundational rule system for the national unified electricity market has been established, including the "1+N" basic rule framework, which supports various trading mechanisms and ensures a structured market operation [4]. - The overall framework for a "unified market and collaborative operation" has been largely completed, enhancing the market's role in supply assurance, price stability, and resource allocation across regions [4]. Group 3: Market Functionality and Trading Mechanisms - The electricity market's functionality is continuously improving, with a multi-variety and multi-functional trading system beginning to take shape, where long-term trading mechanisms account for over 90% of market transactions [5]. - Provincial-level electricity spot markets have accelerated development, with several provinces transitioning to formal operations, indicating a positive trend in market expansion [5]. Group 4: Pricing Mechanisms and Reforms - The electricity pricing mechanism has been refined, with a comprehensive reform of grid connection prices and the establishment of a sustainable pricing mechanism for renewable energy, allowing for competitive participation in the market [6]. - A capacity guarantee mechanism has been established to enhance system security and supply capacity, marking a significant adjustment in the electricity pricing structure [7]. Group 5: Green Energy and Low-Carbon Transition - A green electricity trading system is being developed, with a robust policy foundation for environmental value realization, including the issuance of green electricity certificates [8]. - The scale of green electricity and certificate trading has seen exponential growth, with over 450 billion kWh of green electricity traded by mid-2025, reflecting a strong momentum for renewable energy development [8]. Group 6: Future Development Goals - The national unified electricity market aims to achieve "five unifications and one openness," focusing on standardizing market rules and enhancing interconnectivity among various market entities [10]. - A comprehensive market transaction mechanism and pricing system will be constructed to adapt to the new electricity system, ensuring that market signals effectively guide development and investment [13].

Group 1: Achievements of Power System Reform - The power system reform during the "14th Five-Year Plan" period has shown significant results, transitioning from a planned to a market-oriented approach, enhancing competition in generation and sales sectors [2][3] - The national marketized trading volume of electricity is projected to grow from 1 trillion kWh in 2016 to 6.2 trillion kWh in 2024, accounting for 63% of total electricity consumption [3] - The number of market participants in the electricity sector has surged from 42,000 in 2016 to 970,000 by 2025, creating a diverse competitive landscape [5] Group 2: Challenges in Power System Reform - Despite notable progress, further reforms are needed in market rule design and pricing mechanisms to adapt to the high proportion of renewable energy integration and the rapid development of new entities [6][7] - The current electricity market theory based on marginal cost needs refinement to better reflect the multi-dimensional value of electricity, including flexibility and environmental considerations [6] - The demand-side market remains partially open, and the pricing does not adequately reflect the cost differences across time periods, affecting resource utilization efficiency [6][7] Group 3: Future Outlook for Power System Reform - Future reforms should prioritize the security of the power system while promoting a clean and low-carbon energy transition through continuous institutional innovation [8] - The establishment of a pricing mechanism that optimizes resource allocation is essential, allowing for price signals to reflect the efficiency of asset utilization and safety of grid operations [9] - Accelerating the construction of a capacity market and improving its price formation mechanism will help balance supply and demand, ensuring economic and reliable power supply [11]

Core Viewpoint - The launch of the "Hua Zhi·Zhi Xin" smart production management platform by China Huadian New Energy Group aims to promote the construction of a new power system and accelerate the digital transformation of renewable energy [1][2]. Group 1: Development and Capacity - Since the 14th Five-Year Plan, the company has surpassed 80 million kilowatts in installed capacity, with over 1,100 wind and solar stations, positioning itself at the forefront of the industry [2]. - The company is addressing the challenges of small, scattered, and diverse renewable energy projects by enhancing operational capabilities through remote centralized control and tiered diagnostics [2][5]. Group 2: Technological Integration - The company has integrated advanced technologies such as industrial internet, big data, and artificial intelligence to create a comprehensive digital management system that enhances production efficiency [5][6]. - The platform has significantly improved operational efficiency, reducing the average number of operational personnel by approximately 60% through centralized monitoring and unmanned station management [5][6]. Group 3: Innovation and Sustainability - The platform facilitates the transformation and application of innovative results, enhancing the technological content of high-quality renewable energy development and strengthening autonomous control capabilities [7]. - The company is developing key technologies for the new power system, including high-precision power prediction systems and smart energy management systems, to support the integration of high proportions of renewable energy [7].

1~7月，南方电网经营区域住宿餐饮、批发零售等服务业用电稳步提升，用电量同比分别增长4.2%和12.5%。 数据显示，受7月气温较去年同期偏低影响，当月南方五省区(广东、广西、云南、贵州、海南)全社会用电量1743亿千瓦时，同 比增长3.7%。 分产业看。在农业领域，因早稻丰收、晚稻抢种关键农时需求，第一产业用电量同比增长12.5%，印证南方五省区农业机械 化、电气化水平稳步提升;在工业领域，工业用电量974亿千瓦时，同比增长2.6%，对区域全社会用电增长贡献率达46%，其中 制造业用电量778亿千瓦时，拉动全社会用电量增长1.94个百分点，持续发挥经济"压舱石"作用。 8月26日，记者从中国南方电网有限责任公司(以下简称"南方电网")获悉，今年1~7月，南方电网经营区域全社会用电量达10039 亿千瓦时，累计突破万亿千瓦时的时间较去年提前一个月，同比增长4.8%，高于全国平均增速0.3个百分点，区域经济稳中有进 态势持续显现。 新动能与消费领域表现亮眼。高技术及装备制造业用电量同比增长4%，仪器仪表、专用设备制造业增速分别为10.2%和 9.3%;"三新"(新产业、新业态、新商业模式)行业用电量同比增长31 ...

全球首个绿电绿氢流化床氢冶金项目获重要进展 鞍钢集团8月28日宣布，该集团建设的全球首套绿电绿氢流化床氢冶金中试线实现全流程工艺贯通，稳定产出绿色近零碳直接还原铁产品，金属化率达到 95%，实现从实验室研发到中试的跨越。 "与传统冶炼技术相比，该项目对铁矿石品位要求低，具备更强的原料适应性，有利于提升我国矿产资源利用率，缓解铁矿石进口压力。"中国科学院院士 李灿表示，相关技术在国际国内推广前景广阔，随着未来大规模工业化应用，其成本竞争力将进一步凸显，为我国引领全球绿色钢铁发展，高质量共 建"一带一路"，拓展共赢发展新空间。 记者了解到，下一步，鞍钢集团将继续深化开放合作，联合风光电站，集成近零碳电炉等装备，对接汽车、家电、航空等行业企业，打造"绿电制氢—绿 氢冶金—绿钢应用"的绿色钢材供应链，推进50万吨/年流化床炼铁工业化示范项目建设，为我国制造业绿色低碳转型贡献力量。 来源：科技日报 记者：刘园园 编辑：孔欣慰 冶金行业是碳排放大户，直接碳排放量高达全国碳排放总量的15%，是我国实现碳达峰碳中和的关键战场。面对传统高炉长流程炼铁依赖焦化、烧结等高 碳排放环节的行业现状，2022年，鞍钢集团联合中国科学院大 ...

Group 1 - The National Development and Reform Commission (NDRC) emphasizes the implementation of the strategy to expand domestic demand through three main approaches: boosting consumption, expanding investment, and building a unified market [3][4] - The NDRC will set minimum participation ratios for private investment in major projects in sectors such as railways, nuclear power, and oil and gas pipelines, while also supporting more eligible private investment projects to issue infrastructure REITs [3][4] - The NDRC plans to enhance consumer spending by implementing various measures, including vocational skills training for key groups, adjusting minimum wage standards, and promoting policies for the consumption of goods and services [3][4] Group 2 - The NDRC is focused on identifying potential growth points and expanding investment, particularly in key areas that meet the needs of development, local capabilities, and public expectations [4] - The NDRC has allocated 1.14 billion yuan in emergency recovery funds to support disaster-affected areas, focusing on the restoration of infrastructure such as roads, bridges, and water conservancy projects [6] - The NDRC is coordinating efforts to ensure the stable supply of essential energy resources, including coal, electricity, and gas, during flood seasons, by pre-positioning repair resources and organizing transportation of key energy materials [6]