中国电力财务有限公司原党委委员、副总经理薛嘉璋被查 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 编辑：熊思怡 广告等商务合作，请点击这里 中新网10月11日电 据中央纪委国家监委驻国家电网有限公司纪检监察组、甘肃省纪委监委消息：中国 电力财务有限公司原党委委员、副总经理薛嘉璋涉嫌严重违纪违法，目前正接受中央纪委国家监委驻国 家电网有限公司纪检监察组纪律审查和甘肃省定西市监察委员会监察调查。 来源：中国新闻网 ...

Group 1 - The former party committee member and vice president of China Electric Power Financial Company, Xue Jiazhuang, is under investigation for serious violations of discipline and law [1] - The investigation is being conducted by the Central Commission for Discipline Inspection and the National Supervisory Commission, along with the Gansu Provincial Discipline Inspection and Supervision Commission [1]

（中央纪委国家监委驻中央社会工作部纪检监察组、黑龙江省纪委监委） 中央纪委国家监委网站讯 据中央纪委国家监委驻中央社会工作部纪检监察组、黑龙江省纪委监委消 息：中国电力企业联合会党委副书记、副理事长王抒祥涉嫌严重违纪违法，目前正接受中央纪委国家监 委驻中央社会工作部纪检监察组纪律审查和黑龙江省牡丹江市监察委员会监察调查。 ...

近日，中国电力建设股份有限公司下属子公司中国水电建设集团国际工程有限公司、中国电建集团华东 勘测设计研究院有限公司与中国电力建设集团有限公司组成联合体，与沙特阿菲夫可再生能源公司签订 了沙特阿菲夫1光伏IPP项目及沙特阿菲夫2光伏IPP项目合同，合同金额折合人民币分别约58.43亿元、 58.76亿元。两个项目均位于沙特中部地区利雅得省阿菲夫镇，工程范围为：修建2000MW光伏场区、 33/132kV场区升压站、132kV送出线路、电网站的部分连接设施和接口设施、连接道路等。合同工期均 为26个月。 关于签署重大合同的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 证券代码：601669 股票简称：中国电建 公告编号：临2025-061 中国电力建设股份有限公司 敬请投资者注意投资风险。 特此公告。 中国电力建设股份有限公司董事会 二〇二五年十月十一日 ...

近日，记者从信用中国（四川成都）了解到，中国电力工程顾问集团西南电力设计院有限公司因少缴增值税、城市维护建设税被罚。 行政处罚决定书文号成税一稽罚〔2025〕73 号显示，国家税务总局成都市税务局第一稽查局对该单位2022年11月少缴的增值税2498552.94元、城市维护建设 税174898.71元处以百分之五十的罚款，即1336725.83元。 公开信息显示，中国电力工程顾问集团西南电力设计院有限公司成立于1998年1月16日，注册资本100000万元，法定代表人王强，是中国能源建设集团规划 设计有限公司全资子公司。 新闻热线电话0531-85193242 ...

每经AI快讯，10月9日，港股绿色电力概念持续走强，上海电气涨近14%，金风科技涨超7%，东方电 气、福莱特玻璃涨超5%，中国电力、中广核电力、新特能源涨4%。 （文章来源：每日经济新闻） ...

欧美当年用来限制我们的"环保紧箍咒"，为何念着念着反倒给中国念出了一个全球第一的王炸，这事儿 你敢想吗？ ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **Global Energy Storage** industry, particularly the **electricity demand and supply dynamics in China**. [1][10] Key Insights and Arguments 1. **Electricity Demand Growth**: - China's power demand surpassed **1,000 TWh** last month, with annual demand reaching approximately **10,000 TWh** last year, projected to grow to **13,500 TWh by 2030** and **25,000 TWh by 2050**. This growth is driven by sectors such as AI, EVs, air conditioning, and high-tech manufacturing automation. [1][10] - Expected **CAGR** for electricity demand is **5.6%** through 2030 and **3.2%** through 2050, outpacing GDP growth. By 2050, electricity will account for over **50%** of final energy consumption. [1][10] 2. **Renewable Energy Capacity**: - China is positioned to add over **500 GW** of power capacity annually, having added over **400 GW** last year, which accounted for **70%** of global power capacity additions. [1][10] - Solar and wind power generation could increase **10x** to **18,000 TWh** by 2050 at current installation rates, with expectations for solar and wind to account for **70%** of power generation by 2050. [2] 3. **Energy Storage Needs**: - With rising renewable penetration, China will require **3,300 GW** or approximately **12,000 GWh (12 TWh)** of installed energy storage capacity, representing a **30x** increase from current levels. [3] 4. **Grid Infrastructure Investment**: - Significant investment in grid infrastructure is necessary to match demand with renewable power supply, particularly in central and western China. Investment in grid infrastructure reached **RMB 600 billion** last year, growing by **15%** year-over-year. [4] 5. **Nuclear Power's Role**: - Nuclear power is expected to play a significant role as a baseload alternative to coal, with investment growing by **42%** last year to **RMB 142 billion**. However, it is projected to remain less than **10%** of the power generation mix. [5] 6. **Fossil Fuels Outlook**: - Coal and oil are expected to decline as China electrifies its economy, with coal-fired power generation declining by **2.5%** in the first half of 2025. Oil consumption is likely to peak before 2030 due to the growth of EVs. [6] Additional Important Insights - The rise of AI and EVs is significantly increasing power demand, with electricity consumption growth expected to continue outpacing GDP growth. [10] - The electrification ratio in China is projected to rise to **35%** by 2030 and **55%** by 2050, driven by new sources of power demand such as data centers and EV charging. [18] - The power multiplier, which indicates the ratio of electricity consumption growth to GDP growth, is expected to increase from **1.3** to **1.4** over the next five years. [32] Investment Implications - Companies like **CATL** are highlighted as top picks due to their strategic positioning in the energy storage market, which is critical for supporting the growth of solar and wind energy. [10]

Investment Rating - The industry investment rating is "Positive" and is maintained [11] Core Viewpoints - The report indicates that while electricity prices and volumes continued to decline in the third quarter, the significant drop in coal prices is expected to lead to positive performance for thermal power operators in northern and parts of eastern and central China [2][6] - Hydropower performance is anticipated to be limited due to weak electricity generation during the main flood season, with a year-on-year decrease of 9.95% in hydropower generation from July to August [7][35] - Nuclear power generation is expected to grow steadily, but performance may vary by province due to differing impacts from declining electricity prices [7][36] - Clean energy utilization hours have decreased nationally, but regions like Fujian, Shanghai, and Guangdong have shown recovery in wind energy utilization hours, leading to strong performance from certain regional new energy operators [8][43] Summary by Sections Thermal Power - The three core factors affecting thermal power profitability are coal prices, electricity prices, and utilization hours. Despite a general decline in electricity prices across provinces, coal prices have significantly decreased, with the average coal price in Qinhuangdao dropping by 175.63 yuan/ton year-on-year [6][20] - The comprehensive coal price drop is expected to reduce thermal power fuel costs by approximately 0.035 yuan/kWh year-on-year, supporting continued improvement in thermal power operations, especially in northern and eastern provinces [6][32] Hydropower - Hydropower generation faced a year-on-year decline of 9.95% due to high base effects and uneven rainfall distribution. However, improved water inflow in September is expected to alleviate some pressure on hydropower performance [7][35] - Major hydropower companies are expected to manage water reservoir operations effectively to mitigate fluctuations in water inflow [35] Nuclear Power - Nuclear power generation is projected to grow by 7.09% year-on-year, supported by increased installed capacity and stable maintenance schedules. However, market price fluctuations may impact performance differently across operators [36][7] Clean Energy - Wind and solar power generation saw significant year-on-year growth of 11.85% and 22.09%, respectively, but utilization hours have decreased. Regional disparities exist, with eastern coastal provinces showing improved wind energy utilization [8][43] - Despite high growth in installed capacity, the overall performance of new energy operators may face pressure due to rising costs and weak electricity prices, although some regional operators are expected to perform well [8][43] Investment Recommendations - The report recommends focusing on quality thermal power operators such as Huaneng International, Datang Power, and Guodian Power, as well as major hydropower companies like Yangtze Power and State Power Investment Corporation. For new energy, it suggests companies like Longyuan Power and China Nuclear Power [9][54]

Group 1 - The first major energy cooperation project in Su Mong provinces, the Ulagai 2×1000MW ultra-supercritical coal-fired power generation project, has successfully completed a 168-hour full-load trial operation, marking the official transition to commercial operation of China's first and the world's first million-level lignite power generation unit [2][3] - The project, with a total investment of 7.26 billion yuan, is a key power support project for the "Ximeng-Taizhou ±800kV" UHV transmission line, which plays a significant role in ensuring energy security supply for Jiangsu Province [2][3] - The project has achieved over 20 domestic firsts in design, manufacturing, and construction, and has successfully addressed the challenges of stable and efficient clean combustion of high-moisture, low-heat-value lignite [3] Group 2 - The "Ximeng-Taizhou ±800kV" UHV transmission line, which is part of a key national project, connects the coal power bases in western China with the load centers in the east, with a total length of 1,620 kilometers [3] - Once both units of the project are fully operational, they are expected to deliver approximately 8 billion kilowatt-hours of electricity to Jiangsu annually, equivalent to the annual electricity consumption of over 3 million average households [3] - The electricity industry is a crucial sector in the national economy, reflecting economic development and closely related to social development and people's livelihoods [3] Group 3 - Recent data from the National Energy Administration indicates that China's total electricity consumption reached 1.02 trillion kilowatt-hours in July, marking an 8.6% year-on-year increase and breaking the 1 trillion kilowatt-hours mark for the first time in a single month [6] - According to Ember Energy's "2025 Global Power Review," global electricity generation is expected to continue growing, reaching 30,853.34 terawatt-hours in 2024, a year-on-year increase of 3.94% [4] Group 4 - The chairman and CEO of Shanghai Quanying Technology Co., Ltd. believes that coal-fired thermal power will continue to play a fundamental role in energy supply, despite the increasing conflict between energy supply and carbon reduction goals [8] - The application of artificial intelligence technology is expected to bring revolutionary changes to the thermal power industry, promoting a transition towards smarter, more efficient, and greener production capabilities [8]