公用事业周报：辅助服务市场规则征求意见，长江流域来水回落

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [5][30]. Core Insights - The National Energy Administration has released a draft for the "Basic Rules for the Electricity Auxiliary Service Market," which aims to ensure the stable operation of the power system and improve power quality through market-based compensation for adjustable resources [7]. - A draft for the "Management Measures for Distributed Photovoltaic Power Generation Development" has been published, categorizing distributed photovoltaic projects into four types and specifying grid access standards and capacity limits [8]. - In August 2024, a total of 5,836 new renewable energy projects were registered, with 5,742 being photovoltaic projects, indicating a significant expansion in the sector [9]. - Key companies reported their operational performance, with China Nuclear Power generating 160.39 billion kWh in the first three quarters of 2024, a year-on-year increase of 2.70% [11]. - The Yangtze River Basin has seen a significant drop in water inflow, with the Three Gorges Dam's inflow decreasing by 66.33% year-on-year [21]. Summary by Sections Industry News - The National Energy Administration has issued a draft for the "Basic Rules for the Electricity Auxiliary Service Market," focusing on the market-based allocation of adjustable resources [7]. - A draft for the "Management Measures for Distributed Photovoltaic Power Generation Development" has been released, categorizing projects and setting standards for grid access [8]. - In August 2024, 5,836 new renewable energy projects were registered, with a majority being photovoltaic [9]. Key Company Announcements - China Nuclear Power reported a cumulative operational generation of 160.39 billion kWh in Q1-Q3 2024, up 2.70% year-on-year [11]. - Huaneng Hydropower achieved a generation of 86.03 billion kWh in the first three quarters, a 3.82% increase [12]. - Energy-saving Wind Power reported a total generation of 9.19 billion kWh, with offshore wind generation increasing by 13.83% [11]. Domestic Electricity Data Tracking - The average weekly electricity spot prices in various provinces showed fluctuations, with significant increases in inter-provincial prices compared to last year [14]. - The average daily coal consumption of key power plants was reported at 5.09 million tons, a 6.93% increase year-on-year [20]. Fossil Fuel and Hydrological Data Tracking - The spot price of thermal coal at Qinhuangdao Port was reported at 875 yuan/ton, a decrease of 12.59% year-on-year [15]. - The inflow at the Three Gorges Dam was reported at 8,400 cubic meters per second, a decrease of 66.33% year-on-year [21].