全国统一电力市场是全国统一大市场的重要组成部分，也是推动能源转型、优化电力资源配置的关键支 撑。由国家能源局统筹组织、中国电力企业联合会联合多家单位共同编制的《全国统一电力市场发展规 划蓝皮书》提出，将分"三步走"推动统一电力市场建设：到2025年，初步建成全国统一电力市场，电力 市场顶层设计基本完善；到2029年，全面建成全国统一电力市场，推动市场基础制度规则统一、市场监 管公平统一、市场设施高标准联通；到2035年，完善全国统一电力市场，实现全国统一基本规则、统一 技术标准、统一运营监管。 一是新能源消纳压力加剧。2024年全国风电、光伏发电量同比分别增长16%、44%，利用率均保持高 位，但相关方案已允许资源条件较好地区将新能源利用率降至90%，95%的消纳红线有所松动。受地区 间负荷与装机不匹配、跨省送电调节责任分担等因素制约，新能源跨省灵活送电机制推进缓慢。 二是电力交易机制亟待完善。中长期交易存在价格与现货关联弱、频度及流动性不足等问题；现货市场 规则不统一，与其他市场衔接不畅，价格引导作用不充分；辅助服务市场品种单一、参与主体有限，费 用多由发电侧分摊，未向终端用户有效疏导。 三是新能源绿色环境 ...

数九寒冬，乌海市重点项目建设现场依旧热潮涌动，广大建设者冒着严寒抢工期，全力以赴推进项目建 设，确保项目早建成早投运。 连日来，在甘德尔山深处，内蒙古电力（集团）有限责任公司自主建设的首座抽水蓄能电站——乌海抽 水蓄能电站加快推进建设步伐。该项目总投资约83.39亿元，总装机容量为120万千瓦，设计年发电量约 为20.08亿千瓦时，具有调峰填谷、调频、调相、储能、紧急事故备用、黑启动六大功能，是名副其实 的"超级蓄电池"。建成后对于促进蒙西地区大规模风电、太阳能发电的并网消纳，提高新能源资源利用 率意义重大。 1月12日，在电站施工管理人员带领下，记者乘车经交通洞前往山体内的"能量心脏"——地下厂房。走 进地下厂房，只见焊花飞溅、机械轰鸣，工人们在各自的作业区内有序施工。 地下厂房位于上、下水库之间的山体内，由主厂房、主变洞、尾水事故闸门室三大洞室及附属洞室组 成。按照工程计划，地下厂房将安装4台单机容量30万千瓦的立轴单级混流可逆式水泵水轮机组。 "目前，地下厂房已全面进入混凝土施工和机电设备安装阶段，1号机组蜗壳座环已吊装就位，并完成水 压试验。预计今年7月完成1号机组发电机层混凝土浇筑，11月完成1号机 ...

从5291万千瓦到1.7亿千瓦的新能源"领跑"之路 内蒙古风能资源技术可开发量约占全国的57%，太阳能资源技术可开发量约占全国的21%，发展新能源 产业，既是内蒙古充分发挥资源优势的选择，也是在全国能源发展一盘棋指引下内蒙古必须肩负起的历 史重任。 国家项目、政策、资金源源注入，成为内蒙古新能源发展的强力"推手"。内蒙古先后获批国家第一批、 第二批、第三批及"沙戈荒"大型风电光伏基地项目；国务院《关于推动内蒙古高质量发展奋力书写中国 式现代化新篇章的意见》、国家发展改革委等六部门《关于支持内蒙古绿色低碳高质量发展若干政策措 施的通知》等文件，均对内蒙古新能源产业发展给予了坚定支持。 最新数据显示，2025年，内蒙古新增新能源装机3500万千瓦，新能源总装机达到1.7亿千瓦以上，其 中，风电装机在全国率先突破1亿千瓦。 回望过去五年，内蒙古新能源装机实现历史性跨越。2021年，内蒙古新能源总装机规模为5291万千瓦； 2024年，内蒙古新能源装机在全国率先破亿，达到1.35亿千瓦，其规模首次超过火电，攻下"半壁江 山"，成为内蒙古主体装机电源，实现这一历史性跨越，比预期提前了整整一年。 全产业链布局破解"风光无 ...

政策上，相关部门发布《关于促进新能源消纳和调控的指导意见》，明确到2030年每年要实现2亿千瓦 新能源的合理消纳，既明确了"十五五"新能源坚持规模化开发目标，又作为纲领性政策重构新能源消纳 与调控重点。 （文章来源：每日经济新闻） 华泰证券指出，全国统一电力市场建设加速推进，预计"十五五"期间电网投资有望达到4万亿元以上， 相比于"十四五"期间电网投资2.8万亿元显著提升。其中，主网建设助力全国电网网架实现互联互通， 是全国统一电力大市场搭建的重要支撑，仍将是重点建设方向。 1月7日午后，A股三大指数集体回调，电力板块表现坚挺。截至14:30，绿电ETF（562550）涨幅 0.36%，电网设备ETF（159326）涨幅1.78%。相关电力股集体上涨，上海电力涨超4%，内蒙华电、桂 冠电力、京能电力、中国核电等股跟涨。 需求端，AI驱动的算力爆发不仅重塑数据中心产业，也正成为全球能源消费格局演进的关键变量，对 电力基础设施的承载力、绿色化与智能化提出了前所未有的系统性挑战与创新机遇。 ...

Core Viewpoint - The National Energy Administration has released a series of key industry standards aimed at regulating energy project planning, construction, and safety management, promoting new technologies and industries, and supporting energy efficiency and carbon emission management [1]. Group 1: Comprehensive Technical Specifications - The "Guidelines for Assessing the Capacity of Distributed Power Sources Connected to the Power System" standardizes the assessment of the capacity and available capacity for distributed power sources, enhancing the acceptance and configuration capabilities of the distribution network for distributed renewable energy [2]. - A series of safety production standardization implementation specifications for power generation enterprises have been established, covering various types of power generation including hydropower, gas, coal, and solar, aimed at improving safety management levels in power generation enterprises [2]. Group 2: Important Product Standards - The "Clean Low-Carbon Hydrogen Evaluation Standard" provides a lifecycle assessment method for hydrogen products, guiding hydrogen production enterprises in accurately defining carbon footprint accounting boundaries and promoting the transition to green and clean hydrogen production processes [5]. - The standards for "Green Ammonia" and "Green Methanol" aim to fill gaps in product evaluation and promote the green low-carbon transformation of the ammonia and methanol industries, supporting carbon trading market development [7][8]. Group 3: New Technologies, Industries, and Business Models - The "General Technical Conditions for Photovoltaic Power Plant Inspection Robots" standardizes the technical requirements and testing methods for inspection robots, enhancing the intelligent operation and maintenance of photovoltaic power plants [9]. - The "Deep Peak Regulation Capability Assessment Guidelines for Coal-Fired Power Generation Units" provide a framework for evaluating the peak regulation capabilities of coal-fired power plants, supporting the integration of renewable energy [11]. Group 4: Energy Efficiency and Carbon Emission Management Standards - The "Quantification Methods and Evaluation Standards for Carbon Emissions of Wind Power Projects" and "Photovoltaic Power Projects" establish guidelines for assessing the carbon emissions throughout the lifecycle of these projects, aiding in low-carbon management and industry development [12][13].

Core Viewpoint - The article discusses the recent announcement by the National Energy Administration regarding the issuance of key industry standards aimed at regulating energy project planning, construction, and safety management, as well as promoting new technologies and industries to support energy efficiency and carbon emission management [2] Group 1: Comprehensive Technical Specifications - The guideline for assessing the carrying capacity of distributed power sources connected to the power system is established, which aims to enhance the evaluation of distributed renewable energy integration and improve the capacity of the distribution network [3] - A series of safety production standardization implementation specifications for power generation enterprises have been released, covering various types of power generation including hydropower, gas, coal, photovoltaic, and wind power, to strengthen safety management and supervision [4][5] - The operational and maintenance regulations for special transmission channels have been defined, focusing on improving the efficiency and safety of large power grid operations [6] - Standards for the construction of basic geographic information databases for power engineering have been established to support the digitalization of power engineering [7][8] - The continuous mining machine excavation and mining technical specifications have been introduced to promote safe and efficient mining practices in coal enterprises [9][10] Group 2: Important Product Standards - The clean low-carbon hydrogen evaluation standard has been set to guide hydrogen production companies in accurately defining carbon footprint accounting boundaries and methods, promoting a shift towards greener hydrogen production processes [11] - A standard for evaluating green ammonia products has been established, filling a gap in the evaluation of green ammonia and supporting the industry's low-carbon transition [12] - The green methanol product evaluation standard has been introduced to regulate the technical requirements for green methanol, aiding in the industry's transition to low-carbon practices [13] - The B24 heavy marine fuel oil standard has been defined to support the production and sales of bio-marine fuels, guiding the industry's green transformation [14][15] Group 3: New Technologies, Industries, and Business Models - General technical conditions for photovoltaic power station inspection robots have been established, which will enhance the intelligent operation and maintenance of photovoltaic power stations [17] - Guidelines for assessing the deep peak-shaving capacity of coal-fired power units have been introduced, aimed at improving the utilization of renewable energy and reducing waste [18][19] - Design regulations for gas-insulated metal-enclosed transmission lines have been set to provide technical basis and standardize requirements for engineering applications [20][21] Group 4: Energy Efficiency and Carbon Emission Management Standards - The carbon emission quantification method and evaluation standard for wind power projects throughout their lifecycle have been established, providing a technical basis for accurate carbon accounting [22][23] - The carbon emission quantification method and evaluation standard for photovoltaic power projects have been defined, supporting low-carbon management in the industry [24][25] - The energy consumption status evaluation technical specification for coal-fired power plants has been introduced, aimed at optimizing energy consumption levels and supporting environmental upgrades [26][27]

以下文章来源于华夏能源网 ，作者www.hxny.com 华夏能源网 . 能源产业与财经信息服务平台 一纸文件，终结了 "行政化分时电价"之争。 华夏能源网（公众号 hxny3060）获悉，2025年12月17日 ，国家发改委、能源局发布《关于做 好 2026年电力中长期合同签约履约工作的通知》（发改运行〔2025〕1502号） 。通知表示， "原则上，直接参与市场交易的电力用户，不再执行政府制定的分时电价。" 导语：光伏等新能源投资商基于固定时段、固定价格的收益模式彻底失效了。 在 2025年"行政化分时电价"一直是业内争论的焦点，各省份轮番修改分时电价方案。而现在， 两部委一锤定音，"行政化分时电价"即将变为历史。 那么，这次政策巨变将给新能源行业带来哪些影响？各市场主体又该如何应时而变？ 一方面，分时电价政策帮助企业（尤其是可调节生产的企业）降低了用电成本。例如，山东一些 轮胎企业通过将生产更多调整到电价的低价低谷时段，年省电费可达数千万元。山东的分时电价 政策形成了一年超 30亿元的企业用电成本"减负礼包"。 另一方面，分时电价政策一定程度上促进了新能源消纳。在光伏发电旺盛的午间设置谷段或深谷 电价， ...

Investment Rating - The report maintains a "Positive" investment rating for the utility sector [10] Core Insights - In November, the national trading volume of green certificates reached 132.12 million, a year-on-year increase of 143%, marking a historical high for monthly trading scale. From January to November, the trading of green certificates accounted for 41.81% of the issued tradable scale, an increase of 27.65 percentage points compared to the entire year of 2024, indicating a continuous alleviation of the oversupply issue in green certificates [2][12] - The average trading price of green certificates in November was 4.96 yuan per certificate, showing a month-on-month increase of 10.80%. The improvement in both supply and demand sides is expected to provide long-term support for green certificate prices, further catalyzing the recovery of the utility sector's attributes and growth narrative [2][12] - The report highlights a significant increase in new installed capacity for thermal power, with a historical high of 77.52 million kilowatts added from January to November, representing a year-on-year growth of 63.41%. This expansion is expected to enhance the power system's regulation capacity and alleviate the pressure on renewable energy consumption and electricity prices [2][12] Summary by Sections Green Certificate Trading - The trading volume of green certificates in November reached 132.12 million, a 143% increase year-on-year, with the trading scale hitting a historical high. The trading of green certificates from January to November totaled 728 million, a 119% increase year-on-year. The proportion of traded green certificates to the issued tradable scale reached 41.81%, up 27.65 percentage points from 2024 [2][12] - The average trading price for green certificates in November was 4.96 yuan per certificate, reflecting a month-on-month increase of 10.80%. The price stability is supported by the synchronized improvement in supply and demand, with expectations of rational expansion in supply due to policy changes [2][12] Installed Capacity - From January to November, the total new installed capacity was 44.557 million kilowatts, with November alone contributing 4.773 million kilowatts, a year-on-year increase of 27.86%. Wind and solar power installations saw significant growth, with wind power increasing by 59.42% and solar power by 33.25% year-on-year [2][12] - The report emphasizes that the substantial expansion of thermal power capacity will significantly enhance the power system's ability to accommodate fluctuating renewable energy outputs, thereby stabilizing electricity prices [2][12] Investment Recommendations - The report recommends focusing on quality thermal power operators such as Huaneng International, Datang Power, Guodian Power, and Huadian International, as well as hydropower companies like Yangtze Power and State Power Investment Corporation. It also highlights opportunities in the renewable energy sector, suggesting companies like Longyuan Power and New天绿色能源 [2][12]

Core Insights - Jiangsu Province has achieved a record increase in thermal power generation capacity, adding 10.4 million kilowatts in 2025, the highest in nearly 20 years [2] - The energy structure in Jiangsu is continuously optimizing, with renewable energy capacity reaching 11.193 million kilowatts, making it the largest power source in the province [2] - Thermal power is transitioning from a "main power source" to a "supportive and regulatory power source," playing an essential role in ensuring power supply security and facilitating renewable energy consumption [2] Group 1 - As of December 30, 2025, the commissioning of two new thermal power units has contributed to a total thermal power capacity increase of 10.4 million kilowatts in Jiangsu [2] - On August 23, 2025, Jiangsu's power grid demonstrated its capability to balance supply and demand, with coal-fired units providing 85% of the total output during peak hours [2] - The province has initiated two batches of coal power projects since 2022, totaling 23.94 million kilowatts, to enhance power supply reliability [3] Group 2 - The new thermal power units being commissioned are characterized by advanced ultra-supercritical reheat technology, achieving a coal consumption rate of below 260 grams of standard coal per kilowatt-hour [3] - By the end of 2025, the cumulative deep peak regulation electricity from coal-fired units reached 9.23 billion kilowatt-hours, equivalent to the annual electricity consumption of 2.3 million households being replaced by clean energy [4] - The design of new coal-fired units since 2022 allows for a minimum output of 20%, significantly enhancing grid flexibility and supporting efficient renewable energy consumption [4]

（来源：河北日报） 转自：河北日报 易县抽水蓄能电站1号机组投产发电 河北又添巨型"充电宝" 本报讯（记者冯阳）2025年12月31日，国家"十三五"规划重大能源项目——国网新源河北易县抽水蓄能 电站（以下简称"易县抽水蓄能电站"）1号机组完成15天试运行，顺利投产发电。这不仅是推动雄安新 区及周边地区新型电力系统建设的关键举措，也进一步增强了华北电网新能源消纳能力，提升了电网安 全运行水平。 当天23时50分，在易县抽水蓄能电站中控室内，国网新源河北易县抽水蓄能有限公司运行人员张伟指着 电脑屏幕上的各项实时参数说："新投运的1号机组运行平稳，每小时可发电30万千瓦时。" 据了解，易县抽水蓄能电站主要承担河北南部电网的调峰填谷、调频调相、紧急事故备用、黑启动等任 务。该电站总投资80.22亿元，总装机容量120万千瓦，设计年抽水电量24.09亿千瓦时、年发电量18.07 亿千瓦时。电站全面投产后，每年可减少燃煤消耗约12.6万吨，减排二氧化碳约21.3万吨。 抽水蓄能电站被称为电网系统内重要的"调节器""稳压器"和"平衡器"。它具有上下两个水库和输水发电 系统，电力系统负荷低谷时用电抽水，负荷高峰时放水发电。 ...