文 | 中关村储能产业技术联盟 5月份以来，各地陆续下发136号文的省级承接文件。目前，蒙东的文件正式下发（详见《 蒙东136号 文配套细则正式方案：存量项目机制电价为煤电基准价，新增项目暂不安排机制电量 》），山东、广东 出台征求意见稿（详见《 山东：136号文后首个省级配套细则出台，531前投产项目机制电价0.3949 元/度！ 》、《 广东136号文配套细则：机制电量≤90%，机制电价最长执行14年 》） 近日，湖南省发改委关于印发《湖南省深化新能源上网电价市场化改革实施细则（暂行）》的通知文件 流出（详细内容参考附件）。该文件为相关部门内部讨论稿，仅供参考。 2025年6月1日前全容量并网的存量项目： 电量规模： 光伏扶贫项目扶贫容量对应的上网电量 全部纳入 机制电量规模；扶贫容量以外的其他分 布式光伏项目、接入电压等级35千伏及以下风电和集中式光伏项目纳入机制电量的规模 按照其上网电 量的80%确定 。 机制电价： 纳入机制电量的机制电价为 0.45元/千瓦时 。 执行期限： 按2025年5月底项目剩余全生命周期合理利用小时数对应年份与投产满 20年 对应年份较 早者确定。 2025年6月1日后全容 ...

Core Viewpoint - The China-Singapore Tianjin Eco-City is actively promoting distributed energy generation, achieving over 100 million kilowatt-hours of cumulative power generation, and aims to establish itself as a national green development demonstration zone by 2035 [1][3]. Group 1: Distributed Energy Development - The main forms of distributed energy include distributed photovoltaic power generation, distributed wind power generation, and distributed natural gas power generation, with photovoltaic being the most common [3]. - The Eco-City has implemented several distributed photovoltaic projects, including solar installations at a sewage treatment plant and an animation park, and hosts the first 100% green electricity vehicle factory in Tianjin [3]. Group 2: Economic Benefits and Integration - Companies installing photovoltaic equipment can achieve self-consumption of green electricity and gain economic benefits through green electricity trading and carbon asset exchange [3]. - Residents can generate electricity from solar energy and sell excess power back to the national grid after connecting to it [3]. Group 3: Grid Infrastructure and Support - To address the challenges posed by the volatility and intermittency of renewable energy, the State Grid Tianjin Binhai Power Supply Company is proactively enhancing the layout of power distribution facilities and optimizing the grid structure to improve the capacity for clean energy consumption [5]. - The company has simplified the grid connection procedures and launched a "Green Energy Link" one-stop approval service in collaboration with local government departments to ensure timely support for renewable energy projects [5].

近期，由水电水利规划设计总院编制的《中国可再生能源发展报告2024年度》（以下简称《报告》）发 布。 《报告》显示，2024年全国可再生能源发电装机创历史新高，占全球可再生能源新增装机六成以上，预 计今年全年风电光伏发电装机将再新增2.8亿千瓦。随着新能源占比越来越高，如何又好又快发展备受 业内外关注。 装机量实现大幅增长 新能源装机大幅增长，进一步巩固了其在电力装机中的重要地位。《报告》显示，2024年，风电累计装 机达5.2亿千瓦，光伏累计装机达8.9亿千瓦，全球最高海拔光伏项目、最大"渔光互补"项目投产；新型 储能发展集中式、大型化趋势显著。 技术创新是产业升级的重要驱动力。2024年，陆上风电最大下线单机容量提升至15兆瓦，海上风电最大 下线单机容量达26兆瓦。光伏晶硅电池转化效率显著提升，光热发电成本下降，储能技术加速迭代。 在加快新能源开发的同时，我国强化电力系统调节能力，保障电网安全。2024年国庆期间，全国首次分 布式新能源保安全促消纳市场化交易在浙江省嘉兴市尖山新区展开试点。据悉，通过研判提前锁定节假 日光伏资源，在区域负荷下降明显、光伏发生倒送时，按需调用中标资源，共计出清容量10兆瓦并全 ...

Core Insights - The article highlights the significance of the Jinshang-Hubei ±800 kV UHVDC project as a crucial part of China's "West-East Power Transmission" strategy, emphasizing its role in enhancing energy supply and environmental benefits [2][4][6] Group 1: Project Overview - The Jinshang-Hubei ±800 kV UHVDC project can deliver 40 billion kWh of electricity annually to Central China, accounting for one-sixth of Hubei's total electricity consumption [4] - The project is expected to reduce coal transportation by over 13 million tons and cut carbon dioxide emissions by approximately 25 million tons, showcasing its economic and environmental advantages [4] Group 2: Technological Innovations - The project introduces a new technology for decentralized transmission through modular construction of converter stations, which is designed to adapt to the high-altitude terrain of the sending end [4] - The core equipment, the converter valve, has achieved full automation, mechanization, and localization, ensuring reliable power supply across a distance of 1,784 kilometers [5] Group 3: Educational and Community Engagement - The open day event allowed students from Huazhong University of Science and Technology to engage with the project, fostering a connection between national strategy, cutting-edge technology, and youth development [6] - The event included a short video creation sharing session, where the company’s professional team shared insights on power engineering photography and storytelling, highlighting the dedication of the "Hubei Electric Iron Army" [5][6] Group 4: Strategic Importance - Hubei plays a vital role in the Yangtze River Economic Belt, serving as a key hub for energy consumption and supply, which is critical for national economic stability [5][6] - The company aims to continue strengthening the "Hubei Electric Iron Army" to safeguard the energy arteries that illuminate homes across the region [6]

证券代码：600517 证券简称：国网英大 公告编号：临 2025-020 号 国网英大股份有限公司 关于国有股份无偿划转完成的公告 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。 一、本次无偿划转的基本情况 国网电力科学研究院有限公司（以下简称"国网电科院"）与南瑞集团有限 公司（以下简称"南瑞集团"）于 2025 年 4 月 10 日签署了《国网电力科学研究 院有限公司与南瑞集团有限公司之间的股份无偿划转协议书》（以下简称《无偿 划转协议》），国网电科院拟将其持有的国网英大股份有限公司（以下简称"公 司"）无限售条件流通股股份 428,138,981 股（占公司总股本 7.49%）无偿划转 至南瑞集团。本次无偿划转完成后，南瑞集团将直接持有公司 428,138,981 股（占 公司总股本 7.49%），国网电科院将不再持有公司股份。 公司于 2025 年 4 月 12 日披露了《国网英大股份有限公司关于国有股份无偿 划转的提示性公告》（公告编号：临 2025-003）。 二、本次无偿划转的进展情况 2025 年 6 月 1 ...

经济要发展，电力要先行。国网酒泉供电公司以"电引擎"驱动乡村振兴战略实施，该公 司以"专班专访"的方式提前跟进园区建设进度，成立柔性业务支撑团队，为县、乡产业园区 规划项目开展提供技术支撑、资源配置服务，通过移动作业终端等便利化手段，现场为用户 提供可视化供电方案，极大缩短业务办理时间。同时，对涉及产业园区的供电线路和设备进 行升级改造，提升供电能力和供电质量。 国网酒泉供电公司将以更加优质的服务和可靠电力供应服务农产品产业链，以坚强电网 高质量服务助推农产品出海，用优质服务为地方特色经济高质量发展注入澎湃动能，助力企 业跑出加速度。 "王师傅，水泵电缆与刀闸连接处存在安全隐患，已经处理好了，您可以安心用电 了。"6月16日，国家电网甘肃电力（酒泉飞天）连心桥共产党员服务队工作人员在肃州区番 茄产业大棚开展上门服务时，发现用电安全隐患，并迅速给予消除，这是他们电力护航企业 发展的一个缩影。 近年来，酒泉市农产品企业依托得天独厚的地理优势和丰富的农产品资源，成功走出国 门，实力圈粉。 走进甘肃寒旱集团的智能玻璃番茄温室，一串串圆润饱满、个头均匀的串收樱桃番茄掩 映在绿叶之下，点缀的格外好看。工人们正忙着采摘成熟 ...

Core Insights - The article highlights the successful cultivation and distribution of fresh vegetables, specifically "cai xin" (菜心), from the Lanzhou New Area to the Guangdong-Hong Kong-Macao Greater Bay Area, emphasizing the importance of cold chain logistics and modern agricultural practices [1][2]. Group 1: Agricultural Practices - The Lanzhou New Area provides ideal natural conditions for growing "cai xin," including a cool climate, significant temperature variation, ample sunlight, and deep soil [1]. - The introduction of an intelligent irrigation system has improved irrigation efficiency and reduced labor costs, leading to more precise and modern cultivation methods [1][2]. Group 2: Production and Economic Impact - The base can harvest three crops of "cai xin" annually, with each crop having a 35-day harvesting cycle, resulting in an estimated annual production of approximately 7,200 tons and a total output value exceeding 50 million yuan [2]. - The first crop is currently being harvested, with a daily output of about 50,000 pounds and an expected yield of 2,000 pounds per acre [2]. Group 3: Power Supply and Support Services - The State Grid Gansu Electric Power Company has been actively supporting vegetable planting bases by ensuring reliable power supply and conducting safety inspections to prevent electrical hazards [3]. - The company has established a "green channel" for electricity services tailored to the specific needs of vegetable planting bases, enhancing the efficiency of the electricity application process [3]. Group 4: Community and Economic Development - The rapid development of the vegetable industry has not only enriched the "vegetable basket" of the Guangdong-Hong Kong-Macao Greater Bay Area but has also increased the income of local villagers in Sandaliang Dun Village [3]. - The State Grid Gansu Electric Power Company aims to continue enhancing its service levels to support the growth of the vegetable industry, contributing to rural revitalization and economic prosperity [3].

Core Viewpoint - The rose industry in Yongdeng County, Gansu Province, is experiencing a flourishing season, with significant contributions to local economy and employment through rose cultivation and processing [1][5]. Group 1: Company Overview - Gansu Dongfang Tianrun Rose Technology Development Co., Ltd. is a provincial high-tech enterprise that integrates rose seedling cultivation, planting, acquisition, research and development, processing, and sales [5]. - The company has established standardized processing workshops and advanced rose extraction production lines, producing products such as rose essential oil, rose pure dew, and rose jam, with an annual output value exceeding 30 million yuan [5]. - The company employs a "company + base + farmers" model, benefiting 198 poverty alleviation households with annual labor remuneration reaching over 7 million yuan [5]. Group 2: Industry Impact - Yongdeng County's rose planting area accounts for approximately 42% of the national total and nearly one-third of the global total, contributing significantly to Gansu's agricultural identity alongside "Tianshui Huaniu Apple" [5]. - The county has over 100,000 acres of rose cultivation, producing more than 25.8 million kilograms of fresh flowers annually, with an annual output value of about 600 million yuan, benefiting over 50,000 farming households with an average income increase of over 12,000 yuan per household [5]. Group 3: Power Supply Support - The State Grid Lanzhou Power Supply Company has focused on the power supply needs of the rose core production area, continuously upgrading the distribution network and enhancing power supply capacity [6]. - A dedicated power supply mechanism for the rose season has been established, ensuring efficient power supply and reducing costs for processing enterprises during peak production periods [9]. - In response to urgent power needs, the company has implemented a "green channel" for electricity supply, enabling rapid construction and extension of power lines to support local businesses [7].

"电力足了，我们收麦子就放心了！"一位正在用电动三轮车运输麦子的农民说道。这句 话简单朴实，却道出了广大农民的心声。翼城公司用实际行动践行了"人民电业为人民"的服 务宗旨，为夏粮生产贡献了力量，也为乡村振兴注入了新的活力。下一步，翼城供电公司将 持续做好"三夏"期间线路设备巡检工作，继续加大护电宣传力度，优化用电服务，为翼城县 经济社会发展提供更加坚强可靠的电力保障。同时也将继续探索护电宣传的新形式、新方 法，不断提高护电宣传的效果，为构建和谐供用电关系、促进社会和谐稳定做出更大的贡 献。 随着夏收、夏种、夏管的"三夏"大忙时节到来，田间地头大型农机作业逐渐增多，电力 设施遭受外力破坏的风险也随之增加。为有效预防此类情况发生，翼城供电公司提前谋划， 组织太行黎明共产党员服务队和青年突击队队员深入田间地头、农户家中，向农民发放电力 设施保护宣传手册，并结合实际案例详细讲解在麦收过程中因操作不当导致电力设施外破的 严重后果，提醒大家在作业时务必与电力设施保持安全距离。针对夏季高温天气，特别强调 了空调、电风扇等家用电器的安全使用方法，提醒农民群众注意用电负荷，避免因过度用电 导致电路过载。积极利用微信群、抖音、快 ...

Core Insights - The Panxi region is the largest clean energy base in Sichuan and a key area for the national "West-East Power Transmission" strategy [1] - The 500 kV provincial power grid optimization project commenced in November 2022 and is expected to take nearly three years to complete, divided into five phases [2] - The project enhances the internal supply capacity and resilience of the Sichuan and Southwest power grids, ensuring more stable external power delivery and stronger internal supply [1] Group 1 - The Panxi region's clean energy capacity is projected to exceed 50 million kilowatts by the end of 2025, forming a complementary clean energy system of "water, wind, and solar" [1] - The region has a dense transmission network with 46 lines of 500 kV and above, crucial for the power security of Sichuan and the East and Central China regions [1] - The optimization project includes the construction of a new 500 kV substation, 680 kilometers of 500 kV lines, and upgrades to eight substations, involving over 1,000 kilometers of optical cable communication system modifications [2] Group 2 - The project is described as a "precision surgery" for the power grid, facing unprecedented challenges in Sichuan's power grid construction history [3] - The construction involves crossing high-voltage lines, railways, and roads 70 times, with 94% of the route in mountainous areas and significant ice challenges [3] - Innovative technologies have been applied to improve efficiency, achieving a 60% mechanization rate in mountainous areas and reducing the workforce by over 1,100, with a 40% increase in operational efficiency [3]