【西北首座，超级"调节器"来了】#电力快讯# 近日，由@中国电建 EPC总承包的新疆阜康抽水蓄能电 站枢纽工程通过专项验收，将为保障西北电网安全、促进新能源消纳、助力新型电力系统建设发挥重要 作用。 阜康抽水蓄能电站位于新疆昌吉回族自治州阜康市境内，是国内首座由设计院牵头EPC建设的百万千瓦 级抽水蓄能电站，将承担起电力系统调峰、填谷、调频、调相等任务。中国电建所属西北院牵头，联合 水电三局、水电十五局联营体EPC总承包。 自工程蓄水运行以来，上、下水库挡水、泄水建筑物均经过3个汛期的考验，上、下水库最高运行水位 已达到正常蓄水位。截至2025年8月31日，电站4台机组单机运行时间均已超过4300小时，累计机组发电 量和抽水电量分别为28.94亿千瓦时和35.30亿千瓦时，电站综合循环效率达81.13%。目前，枢纽建筑 物、金属结构及机电设备运行总体正常。 作为我国西北地区首座投产发电的抽水蓄能电站，阜康抽水蓄能电站双向、双倍调节能力达240万千 瓦，每年可促进风、光等清洁能源消纳超过26亿千瓦时，节约标准煤耗16.5万吨，减排二氧化碳49.6万 吨，具有显著的节能减排效益。同时，对保障电力系统安全稳定运行、 ...

文 | 中关村储能产业技术联盟 9月16日，中国电建江西电建公司化德县星远新能源科技有限公司500MW/ 2000MWh 独 立新型储能建设项目储能系统设备采购项目中标结果公示。 招标人：中国电建集团江西省电力建设有限公司 中标单位名称：姚安远信储能科技有限公司 8月新型储能装机2.9GW/7.97GWh，大基地等源侧储能同比+285%/+354% 180GW 2500亿！为何"规模化"成为新型储能发展下一个重点 ESIE 2026 储能产业发展的风向标 预定展位详情咨询： 曹先生 13 5 5 2 7 1 2 1 8 9 王先生 13 5 8 1 8 8 5 5 2 0 李先生 13 5 8 1 7 4 1 6 8 0 相关阅读 两部委重磅发布！新能源就近消纳价格机制完善，储能支撑作用激发应用需求 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 ...

中国电建亲儿子电建新能要冲IPO了，首次募资就砸出90亿，准备搞四大新能源项目，总投资超484 亿。新能源赛道风云变幻，高负债和补贴依赖能否化解？央企巨头转型能否成功？ ...

Core Viewpoint - The recent developments in China's energy sector, particularly in new energy storage, indicate a significant growth phase driven by policy support, market demand, and technological advancements [3][4]. Group 1: Market Performance - As of September 17, 2025, the China Securities National New State-Owned Enterprise Modern Energy Index rose by 0.28%, with notable increases in stocks such as China Coal Energy (up 4.10%) and China Western Power (up 2.03%) [3]. - The Central State-Owned Enterprise Modern Energy ETF (561790) increased by 0.52%, with a latest price of 1.17 yuan, and has seen a cumulative increase of 2.93% over the past month [3]. Group 2: Policy Developments - The National Development and Reform Commission and the National Energy Administration have issued the "New Energy Storage Scale Construction Special Action Plan (2025-2027)", aiming for market-oriented development and technological innovation in the energy storage sector by 2027 [3][4]. - Additional policies released in September include notifications to improve pricing mechanisms for renewable energy and guidelines for the continuous operation of electricity spot markets, emphasizing the importance of energy storage [4]. Group 3: Industry Outlook - Experts suggest that the confluence of policy incentives, surging market demand, rapid technological iterations, and strategic capacity layouts are propelling the energy storage industry into a "golden development period" characterized by simultaneous increases in volume and price [4]. - The index tracking the Central State-Owned Enterprise Modern Energy ETF includes 50 listed companies involved in green energy and fossil energy, with the top ten stocks accounting for 48.28% of the index [4].

Core Viewpoint - The photovoltaic industry has faced a downturn, leading to significant asset divestment by state-owned enterprises, with China Electric Power Construction Group's subsidiary selling its stake in a seemingly viable solar company for a nominal price [1][21]. Company Overview - The company in question, Dezhou Jusheng New Energy Technology Co., Ltd., was established in 2021 and has two major shareholders: China Electric Power Construction Group Jiangxi Electric Power Construction Co., Ltd. (holding 9%) and Beijing Energy International's subsidiary (holding 91%) [4][10]. - In the previous year, the company reported a revenue of 19.08 million yuan, an operating profit of 10.94 million yuan, and a net profit of 11.23 million yuan, with total assets of 198 million yuan and net assets of 30 million yuan after liabilities of 168 million yuan [2][21]. Industry Context - The establishment of Jusheng New Energy coincided with a surge in traditional energy prices and a boom in renewable energy sectors, driven by the dual carbon goals in China [3][4]. - The current state of the photovoltaic industry reflects overcapacity issues, as many state-owned enterprises, including China Electric Power Construction, aggressively invested in large projects without considering market conditions [21]. Financial Implications - The sale of the 9% stake for 0.0001 million yuan raises questions about the asset's true value, especially given the company's significant liabilities, which may include unpaid engineering fees to its parent company [17][21]. - The company is undergoing a capital increase, with its registered capital changing from 2 million yuan to 20.888 million yuan, indicating financial strain and the need for additional funding [18][21]. Market Dynamics - The photovoltaic sector is experiencing a shift, with many projects becoming unviable due to market saturation, leading to a search for "white knights" or buyers to take over struggling assets [21]. - The situation highlights a broader industry challenge where previous investments made during a boom are now liabilities in a contracting market [21].

瑞财经 王敏 9月11日，据上交所官网，中电建新能源集团股份有限公司（以下简称"电建新能"）沪主板IPO获受理，保荐机构为中金 公司，保荐代表人为刘一飞、孟娇，会计师事务所为信永中和。 招股书显示，电建新能主营业务为中国境内风力及太阳能发电项目的开发、投资、运营和管理，主要产品是电力。 电建新能业务已覆盖国内28个省（自治区、直辖市），发电站遍布国内风光资源丰沛区域及消纳优势区域，是国内一流的新能源发电 运营商之一。 | | | | | 单位:万元 | | --- | --- | --- | --- | --- | | 项目 | 2025年1-3月/2025 | 2024年度/2024 | 2023 年度/2023 | 2022年度/2022 | | | 年3月31日 | 年12月31日 | 年12月31日 | 年12月31日 | | 营业收入 | 266.125.07 | 981.025.24 | 872.845.83 | 838.158.90 | | 营业成本 | 141,632.66 | 468,424.86 | 411.238.90 | 400.937.24 | | 利润总额 | 68.905.34 ...

Group 1 - The core viewpoint of the article is the strategic cooperation agreement signed between Jiuzhou Yitu and China Electric Power Construction Group Chengdu Survey and Design Research Institute Co., Ltd. to enhance collaboration in the rail transit sector [2] - The partnership aims to leverage both parties' technical and market advantages in the rail transit field [2] - The collaboration will focus on market development, project fulfillment, and technical exchanges, promoting deep cooperation in the rail transit segment [2]

Group 1 - The company, Jiuzhou Yitu (688485.SH), has signed a strategic cooperation agreement with China Electric Power Construction Group Chengdu Survey and Design Research Institute Co., Ltd. (referred to as "Chengdu Institute Infrastructure Branch") [1] - The collaboration aims to leverage both parties' technical and market advantages in the rail transit sector [1] - The partnership will focus on long-term strategic cooperation in market development, project execution, and technical exchanges within the rail transit field [1]

九州一轨公告，公司与中国电建集团成都勘测设计研究院有限公司基础设施分公司于2025年9月15日签 订了战略合作协议。双方将在轨道交通领域展开市场开发、项目履约、技术交流等方面的长期合作，促 进轨道交通板块业务的深度合作，构建可持续发展的战略合作关系。此次合作旨在充分发挥各自的技术 和市场优势，遵循优势互补、资源共享、协同创新、互利共赢的原则，共同推动轨道交通领域的发展。 协议为框架性约定，不涉及具体金额，预计不会对公司2025年业绩产生重大影响。 ...

9月11日，上交所官网披露了中电建新能源集团股份有限公司（以下简称"电建新能"）首次公开发行股票招股说明书（申报稿），电建新能IPO材料被正式受 理。 招股书显示，电建新能本次拟公开发行股票数量不低于8.33亿股且不超过25.00亿股（行使超额配售选择权前），占发行后总股本的比例不低于10%，且不高 于25%，拟于上交所主板上市，保荐机构为中金公司。 | 公司全称 | 中电建新能源集团股份有限公司 | 受理日期 | 2025-09-11 | | --- | --- | --- | --- | | 公司简称 | 电建新能 | 融资金额(亿元) | 90.00 | | 审核状态 | 已受理 | 更新日期 | 2025-09-11 | | 保荐机构 | 中国国际金融股份有限公司 | 保荐代表人 | 刘一飞,孟娇 | | 会计师事务所 | 信永中和会计师事务所(特殊普通合伙) | 签字会计师 | 詹军,吕相平 | | 律师事务所 | 北京市嘉源律师事务所 | 签字律师 | 黄国宝,齐曼 | | 评估机构 | 北京天健兴业资产评估有限公司 | 签字评估师 | 包迎春,邵伟伟 | 装机量方面，电建新能2022年底装机量为 ...