Core Points - The Qinghai-Henan ±800 kV UHVDC project has successfully completed its annual maintenance, ensuring reliable power supply for the upcoming winter peak [1][2] - This project is the world's first long-distance transmission corridor for renewable energy and plays a crucial role in China's "West-to-East Power Transmission" initiative [1] - Since its operation, the project has delivered 86.8 billion kWh of clean electricity to Henan, significantly reducing coal consumption and carbon emissions [1] Group 1 - The annual maintenance of the Qinghai section of the UHVDC project was conducted to ensure the safety and reliability of the power grid [2] - A total of 500 maintenance personnel were involved in the inspection of the converter station and the 231 km DC line, covering 433 towers [2] - The maintenance work included a comprehensive evaluation of equipment status and the development of a detailed maintenance plan to ensure safety and quality [2]

Core Viewpoint - The release of the China Electricity Generation Natural Gas Price Index (CEGI) marks a significant advancement in the domestic power fuel price index system, providing a reliable reference for gas procurement costs in the electricity generation sector [1][2] Group 1: Index Development - The CEGI is the first domestic index specifically for electricity generation natural gas prices, addressing the need for accurate pricing in the sector [1] - The index was developed in collaboration with major gas power generation groups and includes data from 12 power generation groups and over 140 gas power plants [1] - The index is based on real data regarding the quantity and price of natural gas purchased by gas power generation enterprises [1] Group 2: Index Features - The index has undergone over a year of internal testing and expert review to ensure its accuracy and reliability [2] - It features a wide sample coverage and strong industry representation, with a standardized compilation process that allows for traceability and verification [2] - The index will be published monthly on the 15th through the China Electricity Council's official website and authorized media [2] Group 3: Future Implications - The China Electricity Council aims to maintain a rigorous approach to index compilation, ensuring its scientific, standardized, and authoritative nature [2] - The index will serve as a pricing reference for gas procurement, cost analysis, market pricing, and government policy support, contributing to the sustainable development of the natural gas power generation industry [2]

中国石油党组成员、总会计师 周松 发展之道，创新为要。人工智能作为当今时代最具颠覆性和创新性的技术之一，是新一轮科技革命和产 业变革的重要驱动力量，将对全球能源企业转型和可持续发展产生深远影响。近期，国家发展改革委、 国家能源局发布《关于推进"人工智能+"能源高质量发展的实施意见》（以下简称《实施意见》），明 确了到2027年、2030年两个阶段加快构建能源与人工智能融合创新体系的总体思路和愿景目标，部署 了"人工智能+"电网、能源新业态、新能源、水电、火电、核电、煤炭、油气等八个方面重点任务，提 出了数据、算力、模型等关键技术攻关方向，强调了组织实施、协同创新、标准规范建设、人才生态培 育等六个方面的保障措施，为加快推动人工智能与能源产业深度融合，支撑能源高质量发展和高水平安 全提供了路径指引。 一、全面落实《实施意见》总体要求，持续优化"人工智能+"顶层设计 准确把握人工智能发展趋势和规律，强化战略思维和系统思维，大力推动"传统产业+AI"和"AI+新兴产 业"协同发展。 坚持创新驱动 激活发展新动能 努力打造"人工智能+"一流企业 二是筑牢算力基础。《实施意见》提出开展多元异构算力统一调度、算力池化等关 ...

Core Insights - The release of the "2024 Annual China Green Power (Green Certificate) Consumption TOP100 Enterprises List" highlights the increasing commitment of energy companies in China towards green power consumption, with nearly 20 energy firms making the list [1][3]. Group 1: TOP100 Enterprises Overview - The top four positions in the list are dominated by energy companies, with the top two being China Energy Investment Group and State Power Investment Corporation, maintaining their rankings from 2023 [3]. - Local energy companies, Zhejiang Energy Group and Shenzhen Energy Group, have risen to the third and fourth positions respectively [3]. - Other notable companies include China Petroleum and Chemical Corporation and China National Petroleum Corporation, ranking eighth and ninth [3]. Group 2: Green Power Consumption Growth - From January to July 2025, China's total green power consumption reached 5,977 billion kilowatt-hours, marking a year-on-year increase of 42.69% [3]. - Green power trading volume was 1,817 billion kilowatt-hours, also reflecting a growth of 42.10% year-on-year [3]. - The number of green certificates traded reached 416 million, corresponding to an electricity volume of 4,160 billion kilowatt-hours, with a year-on-year increase of 42.96% [3]. Group 3: Industry Impact and Future Directions - The publication of the TOP100 list demonstrates the significant contributions of various industries towards the green energy transition, enhancing market vitality for green consumption [4]. - The joint publishing entities plan to refine the standards and formats for green power consumption reporting, aiming to establish the list as a recognized international brand for green consumption [4].

张玉峰 吉春宇 白山松水，沃野千里。在这片充满活力的土地上，当自然禀赋与发展决心碰撞，吉林电网的绿色发展结 出了丰硕成果：风光装机突破2300万千瓦，绿能发展势头强劲；90天连续投产3个500千伏输变电工程， 建设速度刷新纪录；客户满意率99.50%，"吉速办电"深入人心…… 可喜成绩的背后，是国网吉林省电力有限公司（以下简称"吉林电力"）"十四五"探索走好夯基垒台、提 质转型、突破跃升发展新路的生动实践，也是扛牢保供首责，赋能经济发展，服务美好生活的真实写 照。 扛首责 强网架 从高空俯瞰，20座500千伏变电站如璀璨明珠遍布吉林大地，铁塔银线，撑起电网脊梁。 五年间，吉林电力500千伏主网建设进入"快车道"，10项500千伏输变电工程相继开工或投运，360余项 基建重点工程加速落地，66千伏及以上变电容量、线路长度分别增长24%和82%，500千伏电网"两横两 纵"、220千伏环网结构的总体格局持续优化，保供能力和数智化水平显著提升，如今的吉林电网正 向"四横四纵、东西互济"的"吉智"电网阔步迈进。 建强电网"主动脉"的同时，也要补强配网"毛细血管"。 长春作为吉林省政治、经济、文化核心，GDP独占全省半 ...

今年，定西供电在新添供电所开展数智化供电所示范创建，坚持"不增加额外系统、不增加基层负担、 强化现有系统应用、力求业务提升突破"的原则，聚焦基层减负、效率提升和管理精益的目标，进行数 智转型试点，推动管理模式迭代升级，彻底打通供电所管理堵点。 据悉，该公司在新添供电所创新构建多系统一键登录新模式，集供电所装表接电、配网抢修、设备运维 等多系统工单为一体，日常工作实现标准化、移动化、数智化。同时构建了"任务清、责任明、控进 度、防风险"的穿透式管理新模式，当日工作可线上实现"精准到人、精密到事、精确到分"，三色标 识"红色紧急限时、橘色当日办毕、蓝色提前预控"更是驱动线下作业闭环管控，推动基层执行效率与管 控精度同时提升，指标异常响应速度提升50%，工单闭环效率提高35%，大力验证了"数智赋能基层"的 可行性，为后续推广应用提供了坚强的数据和业绩支撑。 9月17日，国网甘肃定西供电公司首个数智化供电所——新添供电所已稳定运行两周。对该所综合柜员 张东平来说，最大的感受就是：报表不用重复做，数据不用多头录，原本30分钟的工作现在用5分钟就 可以完成。 ...

Core Viewpoint - The State Grid Qinghai Electric Power Company is enhancing its demand-side analysis and forecasting capabilities to ensure stable electricity supply during the tourism season and optimize facilities [1][2] Group 1: Demand-Side Analysis and Forecasting - The company has established a "1+8" demand-side analysis and forecasting work system, which includes the marketing service center and eight municipal companies [1] - This system aims to provide long-term sales volume forecasts for the next two years, supporting electricity balance, production operations, grid planning, electricity trading, resource allocation, and quality service [1] - A three-dimensional forecasting model has been developed, considering regional, industrial, and temporal factors to accurately depict the electricity consumption patterns of different user groups [1] Group 2: Innovation and Data Sharing - The company has moved beyond traditional data aggregation methods to create a closed-loop forecasting mechanism that emphasizes data sharing, joint discussions, and feedback on results [1] - This innovative approach aims to enhance the accuracy of demand-side forecasting, ultimately improving the balance of electricity supply and demand in the province [1] Group 3: Future Development Goals - Qinghai Electric Power plans to continue deepening the "1+8" work system to provide more precise forecasts, contributing to the establishment of a national clean energy industry hub [2] - The initiative is expected to inject strong electrical energy into the green development of "Beautiful Qinghai" [2]

Core Viewpoint - The launch of the international standard IEEE 1958.5 for hydrogen bottle valves used in drones operating in low-temperature environments marks a significant advancement in technology innovation and standardization capabilities in the drone sector for the Heilongjiang Province [1] Group 1: Standard Development - The standard was initiated by the State Grid Heilongjiang Electric Power Research Institute and is the first international standard related to drones approved by the State Grid Heilongjiang Electric Power Company [1] - The development of this standard took over two years and addresses the lack of technical requirements and testing methods for hydrogen bottle valves in low-temperature conditions, which has limited the application of hydrogen-powered drones in extreme cold [1] Group 2: Technical Specifications - The standard specifically targets the characteristics of hydrogen bottle valves for drones in low-temperature environments, establishing technical requirements for testing these valves and creating a unified performance testing method and evaluation standard [1] - This standard provides an authoritative basis for the design, manufacturing, testing, and application of hydrogen bottle valves used in drones [1] Group 3: Collaborative Efforts - The launch event included participation from senior experts from the IEEE China office, renowned universities, power grid companies, and equipment manufacturers, who contributed suggestions on the standard's title, outline, definitions, and references [1] - The collaboration aims to promote the application of drone systems in the power industry under special environmental conditions [1]

Core Insights - The world's largest hoisting vertical ship lift, developed by China Energy Construction Corporation's Gezhouba Machinery Company, has been successfully delivered, marking a new height for "Chinese intelligence" in the field of hoisting vertical ship lifts [1][5] Group 1: Project Overview - The Guangxi Baise Water Conservancy Hub Navigation Facility Project is a strategic initiative aimed at resolving the 20-year navigation interruption of the Youjiang River, contributing to the construction of the Western Land-Sea New Corridor and the Pearl River-Xijiang Economic Belt [3] - The project employs a combination mode of "upstream ship lock + long-distance intermediate channel + downstream ship lift," designed to accommodate a navigation standard of 2×500-ton fleets while also considering 1000-ton single vessels, with an annual one-way passing capacity of 6.02 million tons [3] Group 2: Technical Specifications - The Baise ship lift is currently the largest under construction globally and features the longest hoisting chamber in the world, with dimensions of 144 meters in length, 17.2 meters in width, and 11 meters in height, surpassing the Three Gorges ship lift [3] - The effective water area within the hoisting chamber measures 130 meters in length, 12 meters in width, and 3.9 meters in depth, allowing for simultaneous accommodation of two 1500-ton vessels for one-time lifting and lowering [3] Group 3: Engineering Achievements - The main hoisting machine, which serves as the "power hub" of the ship lift, consists of the lifting system, counterweight system, and hoisting chamber, and has received 8 national authorized patents and applied 24 proprietary technologies during its design and manufacturing [5] - The successful delivery of the main hoisting machine will accelerate the construction of the Guangxi Baise Water Conservancy Hub Navigation Facility Project, facilitating the opening of the nearest waterway to the sea for Yunnan and promoting the development of the Pearl River-Xijiang Economic Belt [5]

Core Viewpoint - The article emphasizes the need to distinguish between normal market strategy behaviors and illegal arbitrage in the electricity spot market, advocating for improved market rules and regulations to enhance market integrity and efficiency [1][3][12]. Group 1: Understanding Arbitrage - Arbitrage is defined as a risk-free profit opportunity, which is rare in efficient markets; persistent arbitrage opportunities often indicate flaws in market rules or systems [2][3]. - Two types of arbitrage are identified: "risk-free arbitrage," which exploits market rule deficiencies, and "compliant arbitrage," which utilizes natural price differences to enhance market efficiency [2][3]. Group 2: Market Behavior and Regulation - The article discusses the importance of recognizing normal strategic behaviors in the market, such as users adjusting their electricity declarations based on price predictions, which should not be overly interfered with [4][5]. - It highlights that excessive intervention in normal market behaviors can hinder market efficiency and price discovery [5][12]. Group 3: Improving Market Rules - The need for refining electricity market rules to eliminate risk-free arbitrage opportunities is stressed, with examples provided on how current rules may inadvertently allow such practices [6][7][8]. - Recommendations include aligning demand response compensation standards with market price ceilings to prevent arbitrage and ensure fair pricing [8][10]. Group 4: Market Mechanism Coordination - The article points out that misalignment between price mechanisms can lead to arbitrage opportunities, particularly in the context of long-term and spot market price differences [9][10]. - It suggests that improving the coordination of pricing mechanisms and enhancing transparency in market information can mitigate risks associated with arbitrage [10][11]. Group 5: Long-term Market Development - The article advocates for accelerating the marketization of the electricity sector and fostering technological innovation to address various coordination issues within the market [10][11]. - It emphasizes the importance of a well-designed market structure that minimizes arbitrage opportunities while promoting fair competition and resource allocation [12].