公用事业周报：配电网方案正式出台 深圳发布碳配额分配方案

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [5]. Core Insights - The transformation of the power system is accelerating, with significant technological breakthroughs in energy [3][8]. - The National Energy Administration has issued the "High-Quality Development Action Plan for Distribution Networks (2024-2027)", focusing on enhancing supply capacity, disaster resistance, and load capacity [3][9]. - Shenzhen has introduced a carbon emissions quota allocation plan for 2024, including data centers for the first time [3][10]. Industry News - In July 2024, the industrial power generation volume was 883.1 billion kilowatt-hours, a year-on-year increase of 2.5% [7]. - The cumulative installed capacity of power generation equipment in China reached 3071 GW by June 2024, a year-on-year increase of 13.4% [14]. - The average weekly electricity spot prices in various regions show fluctuations, with prices in Guangdong, Shanxi, and Shandong at 259.8, 230.77, and 443.1 yuan/MWh respectively [14]. Key Company Announcements - Jiazhe New Energy reported a total power generation of 2.667 billion kilowatt-hours in the first half of the year, a decrease of 2.33% year-on-year [11]. - Datang Power announced a cash dividend of 0.0075 yuan per share, totaling 138 million yuan [11]. - Jiufeng Energy plans to distribute a cash dividend of 0.40 yuan per share, amounting to 249 million yuan, which represents 33.14% of the fixed cash dividend for 2024 [12]. Domestic Power Data Tracking - The total installed capacity of traditional energy sources remains dominant, with thermal, hydro, and nuclear power capacities at 1405 GW, 427 GW, and 58 GW respectively [14]. - Renewable energy sources are growing rapidly, with wind power capacity at 467 GW (up 19.91% year-on-year) and solar power capacity at 714 GW (up 51.59% year-on-year) [14]. Global Power Data Tracking - In May 2024, the U.S. generated 3457.98 billion kilowatt-hours of electricity, a year-on-year increase of 3.436% [16]. Fossil Fuel and Hydrological Data Tracking - As of August 15, 2024, the spot price of Qinhuangdao port thermal coal Q5500 was 843 yuan/ton, a year-on-year increase of 22 yuan/ton (+2.68%) [19]. - The inflow of water into the Three Gorges Dam was 16,500 cubic meters per second, a year-on-year increase of 1.29% [24].