当前，新能源电源正逐步成为装机与电量供应的主体，电力系统面临着可靠供应、并网消纳、安全稳 定、用电成本等多重挑战。29日，特变电工32项新产品通过国家级鉴定，为破解这些难题再添"关键钥 匙"。当天，中国机械工业联合会主持召开特变电工电装集团衡变公司电力装备领域32项新产品鉴定 会。中国工程院院士、国家电网、南方电网等100余名行业专家一致通过32项新产品的国家级鉴定，其 中，27项产品达到国际领先水平，5项达到国际先进水平，多项核心技术填补行业空白。据介绍，该批 成果全面覆盖变压器、高压开关、中低压成套、二次保护等全产业链产品，为我国"加快构建新型电力 系统"提供坚实支撑。（中新网） ...

图为国内首台独立自主设计、自主采购、自主生产的最高电压等级、最大容量、批量生产的±800kV换 流变压器，应用于"宁电入湘"衡阳站。(特变电工供图) 据介绍，该批成果全面覆盖变压器、高压开关、中低压成套、二次保护等全产业链产品，为我国"加快 构建新型电力系统"提供坚实支撑。 中新网北京11月29日电 (记者 王梦瑶)当前，新能源电源正逐步成为装机与电量供应的主体，电力系统 面临着可靠供应、并网消纳、安全稳定、用电成本等多重挑战。29日，特变电工32项新产品通过国家级 鉴定，为破解这些难题再添"关键钥匙"。 当天，中国机械工业联合会主持召开特变电工电装集团衡变公司电力装备领域32项新产品鉴定会。中国 工程院院士、国家电网、南方电网等100余名行业专家一致通过32项新产品的国家级鉴定，其中，27项 产品达到国际领先水平，5项达到国际先进水平，多项核心技术填补行业空白。 "过去新产品多聚焦于单一变压器类产品，近年来，公司通过持续深化合作、大力推进产业链延伸， 在'延链、强链、补链'上做了大量工作，已实现从变压器产业向开关、二次保护、电力电子等领域的全 面拓展，为产业发展持续赋能，为社会创造更显著的经济效益。"特变电 ...

股票简称：广州发展 股票代码：600098 公告编号：临2025-078号 登录新浪财经APP 搜索【信披】查看更多考评等级 公司债券简称：21穗发01、21穗发02、22穗发01、22穗发02 公司债券代码：188103、188281、185829、137727 广州发展集团股份有限公司关于 参与竞拍中电建(富民)抽水蓄能开发 有限公司50%股权的进展公告 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、交易基本情况 公司第九届董事会第十一次会议审议通过了《关于公司属下全资子公司广州发展电力集团有限公司拟签 订投资开发合作意向协议的议案》，同意公司属下全资子公司广州发展电力集团有限公司（以下简 称"电力集团"）以经备案的资产评估报告价值为基础，通过公开挂牌方式摘牌中电建(富民)抽水蓄能开 发有限公司50%股权。具体内容详见公司于2025年11月1日披露的《广州发展集团股份有限公司关于参 与竞拍中电建(富民)抽水蓄能开发有限公司50%股权的公告》。 二、交易进展情况 根据北京产权交易所有限公司出具的《交易签约通知书》，电力 ...

1985年，原水利电力部设立电力可靠性管理中心，开启了我国电力可靠性专业化管理的征程。40年来， 我国电力工业实现了跨越式发展，电力可靠性管理也走过了从摸索创业，到奋力追赶，再到创新领先的 非凡历程，为保障电力系统安全稳定运行、服务经济社会发展发挥了重要作用。 电力可靠性管理取得历史性成就 40年来，电力可靠性管理体系日趋完善，有效助力能源电力高质量发展。逐步建立起"政府主导、行业 服务、企业主体、统一管理、分级负责"的可靠性管理组织体系，形成了以《电力可靠性管理办法（暂 行）》为顶层设计，包括一系列配套文件和技术标准的电力可靠性管理工作制度体系。电力可靠性管理 对象从最初只有火力发电机组，发展到覆盖发、输、变、配等各专业，并试点延伸至电力系统、低压用 户等各个领域。目前，纳入可靠性统计的电力企业已达3000余家，可靠性管理和信息统计专业人员超 6000人。电力可靠性管理已成为助力电力安全生产、服务电力可靠供应的重要基础性工作。 40年来，电力可靠性管理水平大幅提高，有力支撑了电力系统安全稳定运行。电力可靠性水平是企业技 术和管理水平的综合体现。与40年前相比，我国电力系统可靠性大幅提升，煤电机组、水电机组平 ...

Core Viewpoint - The meeting highlighted the challenges faced in ensuring electricity supply during the winter peak in Inner Mongolia, emphasizing the need for collaborative efforts among power companies to address supply-demand tensions and enhance grid management [1] Group 1: Current Challenges - The electricity supply-demand situation remains tight, with insufficient grid system adjustment capabilities [1] - The construction and operation of the electricity market are facing new challenges [1] - The safety production situation in the electricity sector is severe, necessitating significant efforts to resolve these issues [1] Group 2: Action Items for Power Companies - Power companies are urged to recognize the importance of ensuring electricity supply during the winter peak and to maintain a political and overall perspective [1] - Companies should accurately predict electricity supply gaps, identify operational risks, and strengthen safety management [1] - Key actions include comprehensive scheduling management, maintaining electricity market order, timely handling of residential energy issues, and focusing on electricity safety production to support high-quality economic development in the region [1]

Core Insights - The energy storage industry in China is rapidly developing, with significant advancements in large-scale compressed air storage, high-safety chemical storage, and solid-state battery storage technologies [1] - As of now, the installed capacity of new energy storage in China exceeds 100 million kilowatts, which is over 30 times that at the end of the 13th Five-Year Plan, accounting for more than 40% of the global total installed capacity [1] - The construction cycle of energy storage facilities is short, flexible in layout, and quick in response, effectively taking on the power system regulation functions [1] Group 1: Industry Development - The energy storage sector is in a critical development phase supported by policies and gradually improving business models, with an expected sustained growth in installed capacity driven by improved returns [1] - The changing demand expectations are likely to alter performance forecasts, leading to a potential revaluation of companies within the industry [1] Group 2: Market Dynamics - The current energy storage industry is experiencing a robust supply and demand situation, with domestic and international demand resonating [2] - There is a shortage of new energy storage components, leading to top battery manufacturers operating at full capacity and a continued upward trend in battery prices [2] - The overall supply chain possesses price transmission capabilities, indicating a favorable outlook for the industry's prosperity [2] Group 3: Technological and Market Catalysts - The AI wave is accelerating the development of energy storage, with demand breaking through from localized markets to a global scale [2] - Data centers are imposing higher requirements for power supply continuity, dynamic adaptability, and power quality, making energy storage an ideal solution for these scenarios [2] - There are structural opportunities arising from the anticipated supply-side reforms and new technological changes within the energy storage sector [2]

News Focus - The National Development and Reform Commission (NDRC) has revised the pricing and cost supervision methods for power transmission and distribution, focusing on promoting renewable energy consumption and ensuring the efficient operation of the power system [2] - The energy supply and demand for the heating season this year is generally balanced, with sufficient resource supply expected [2] Domestic News - The total number of electric vehicle charging infrastructure in China has reached 18.645 million, a year-on-year increase of 54% as of the end of October [3] - The first batch of leading intelligent factories in China has been announced, with two energy companies, Sinopec and CNOOC, making the list [3] - The Qinghai Hainan Clean Energy Transmission Base project has commenced construction, expected to deliver 36 billion kWh of green electricity annually to the Guangdong-Hong Kong-Macao Greater Bay Area, with a total investment of nearly 73 billion yuan [3] - Platinum and palladium futures have been listed on the Guangzhou Futures Exchange, with platinum futures priced at 4.05 yuan per gram and palladium futures at 36.5 yuan per gram [4] - The electricity, heat, gas, and water production and supply industry achieved a total profit of 732.93 billion yuan from January to October, an increase of 9.5% [4] - Shandong's first "Xinjiang coal into Shandong" coal train has successfully arrived at Rizhao Port, enhancing coal supply stability for the winter [4] - Shanxi has established 281 green mines, ranking among the top in the country for the total number of green mines [5] International News - The Colombian president stated that the U.S. aims to seize Venezuela's oil resources, indicating geopolitical tensions surrounding oil [6] Corporate News - CATL and Stellantis have laid the foundation for a lithium iron phosphate battery factory in Spain, with a total investment of 4.1 billion euros, set to be powered entirely by renewable energy and expected to start production by the end of 2026 [7]

Core Insights - The National Development and Reform Commission (NDRC) emphasizes the importance of emerging industries such as energy storage and hydrogen energy in building a new power system [2][3] Group 1: Energy Storage Development - The installed capacity of new energy storage in China has exceeded 100 million kilowatts, which is more than 30 times that at the end of the 13th Five-Year Plan, accounting for over 40% of the global total installed capacity [4] - During peak demand periods this summer, the new energy storage system provided over 30 million kilowatts, which is 1.3 times the full-load output of the Three Gorges Hydropower Station [4] - The NDRC is promoting the rapid development of various energy storage technologies, including large-scale compressed air storage and solid-state battery storage [4] Group 2: Hydrogen Energy Initiatives - China has established a green hydrogen production capacity of over 150,000 tons and is expanding the integration of green hydrogen, green ammonia, and green methanol [5] - The NDRC is working on a coordinated mechanism for hydrogen energy industry development, focusing on policy, standards, and innovation to overcome key technical challenges [5] - Future efforts will include promoting the large-scale development of green hydrogen and ammonia, and enhancing infrastructure for production, transportation, and storage [5] Group 3: Energy Supply and Demand for Heating Season - The energy supply and demand situation for the heating season is expected to be balanced, with sufficient resource supply [6][8] - The heating season is anticipated to have a longer duration and higher peak energy demand due to the late timing of the 2026 Spring Festival [8] - As of October 31, the national power generation capacity reached 3.75 billion kilowatts, an increase of 560 million kilowatts compared to the same period last year [8]

前次闯关科创板未果后，荣信汇科电气股份有限公司（以下简称"荣信汇科"）欲再度闯关IPO，公司科创板招股书近期获得受理。二度闯关IPO背后，荣信 汇科业绩波动明显，公司上半年净利亏损537.01万元。此外，报告期各期末，公司资产负债率走高，存货规模也持续增长。针对公司相关问题，荣信汇科方 面11月27日接受了北京商报记者的采访。 | 公司全称 | 荣信汇科电气股份有限公司 | 受理日期 | | --- | --- | --- | | 公司简称 | 荣信汇科 | 融资金额 | 再度冲击科创板 上交所官网显示，荣信汇科科创板IPO于11月25日获得受理。 作为一家从事新型电力系统核心设备研发、制造、销售及服务的高新技术企业，荣信汇科主要为客户提供柔性输电成套装备、大功率变流器等高端装备和技 术服务。 值得一提的是，此次已是荣信汇科第二次向科创板发起冲击。早在2021年12月，公司科创板IPO就曾获得上交所受理，不过，公司于2022年6月撤回了当次 IPO申请。 相比起前次IPO，荣信汇科变更了募投项目，并且拟募资额也由6亿元增加至此次的9.77亿元。 具体来看，本次冲击上市，荣信汇科拟募集资金约9.77亿元，扣除发 ...

北京商报讯（记者 和岳）11月27日，国家发展改革委召开月度新闻发布会。国家发展改革委政策研究 室副主任李超表示，随着我国风电、光伏等新能源装机规模和比例的不断提高，电力系统调节能力已经 成为建设新型电力系统的重要方面。近年来，国家发展改革委会同有关方面加快推进储能和氢能发展， 取得积极进展。储能方面，我国储能产业快速发展，大规模压缩空气储能、高安全化学储能、固态电池 储能等技术路线开发和示范应用取得积极进展。目前，全国新型储能装机超过1亿千瓦，是"十三五"末 的30倍以上，占全球总装机比例超过40%。 ...