世界气象组织、欧盟哥白尼气候变化服务局的统计数据显示，今年全球多地高温"破纪录"，今年7月是 有记录以来"第三热"的7月。8月入伏以来，中国大部地区气温依然较常年同期偏高，国内超过90个国家 级气象站打破当地8月最高气温纪录。 天然气主要应用在发电、工业和城市燃气三大场景，据机构检测，今年夏天，中国国内天然气发电和工 业用气相对疲软，但城燃同比上升。天然气市场同样受到高温天气下制冷需求的影响。 但海关总署发布的最新数据显示，今年7月我国天然气进口量1063.18万吨，同比减少2.09%；同期我国 天然气进口平均单价446.06美元/吨，同比下降6.7%。今年前7个月，天然气累计进口量7014.35万吨，同 比减少6.90%，天然气进口均价下跌6.7%。 作为最大的天然气进口国，全球高温天气下，中国的天然气进口量为何呈现回落的状态？降温以后，后 续价格走势又将如何发展？ 新能源替代发电、国产天然气产量上升 8月13日，海关总署全球贸易监测分析中心和上海石油天然气交易中心联合发布的中国LNG（液化天然 气）综合进口到岸价格指数显示，8月4日到10日，中国LNG综合进口到岸价格指数为134.92，环比下跌 0.57 ...

Core Viewpoint - The article emphasizes the launch of the "Artificial Intelligence Super Storage and Charging Network" by Envision Technology Group, which aims to create a smart energy ecosystem through the integration of storage, charging, AI scheduling, and electricity trading, marking a significant step towards building a new type of energy system in urban areas [2][4][5]. Group 1: Product Overview - The "Artificial Intelligence Super Storage and Charging Network" is positioned as a cornerstone for constructing new energy systems in cities, leveraging AI and IoT technologies to optimize energy efficiency and alleviate grid pressure [4][5]. - The network is based on the concept of "Four Network Integration," which coordinates charging stations, storage units, and grid nodes to create a comprehensive smart energy network [6][8]. Group 2: Technical Capabilities - Envision's full-stack technical capabilities support the network, combining hardware and software to maximize the value of each unit of electricity through intelligent trading, forecasting, scheduling, and optimization [8][12]. - The network includes ultra-fast charging capabilities for electric vehicles, peak shaving and energy shifting through storage, and intelligent microgrid management for distributed energy resources [9][12]. Group 3: Implementation and Future Plans - The network will be implemented across various applications, including green charging stations and zero-carbon buildings, and will utilize a unified energy management tool for real-time carbon management [13][15]. - Envision aims to establish a nationwide and globally replicable new energy system ecosystem, with ongoing projects in multiple regions such as Sichuan, Jilin, and Inner Mongolia [15].

Core Viewpoint - The global energy landscape is undergoing unprecedented changes, driven by the rapid development of artificial intelligence, which is expected to triple the electricity demand from data centers over the next decade, positioning data centers as the fourth-largest electricity consumer after China, the US, and India by the 2030s [2]. Group 1: Energy Demand and Supply Challenges - The surge in electricity demand from data centers poses significant challenges for traditional power grids, necessitating effective integration of rapidly growing renewable energy sources and complex supply chain factors [2]. - The stability of the power grid must be ensured amid the transition from old to new energy sources, particularly as China's electricity market reforms accelerate [2]. Group 2: Nuclear Power and Market Reforms - Nuclear power is regaining focus as a clean and dispatchable energy source, with China leading a global revival in nuclear power construction [2]. - The article discusses the implications of market-oriented pricing mechanisms on revenue uncertainty for developers in the context of China's electricity market reforms [2]. Group 3: Event Agenda and Expert Insights - The event will feature discussions on grid stability, the intersection of data centers and green energy, the impact of market reforms on project developers, and the future role of nuclear power in energy transition [5][6]. - Key speakers include experts from Bloomberg New Energy Finance (BNEF) who will provide insights into global data center electricity demand and clean energy applications, as well as strategies for navigating market reforms [7][10].

更多精彩请点击：https://rs.p5w.net/html/148362.shtml 山大电力（301609）首次公开发行股票并在创业板上市网上路演7月11日成功举行。山大电力董事、总 经理刘英亮在回答投资者提问时表示，公司技术研发将聚焦以下四大战略方向：1、基于大数据的电网 故障分析预警研究；2、适应新型电力系统的智能配电网研究；3、涵盖源网荷储全系列的新能源产品开 发；4、基于国产芯片的电网监测设备开发。未来，公司将通过技术持续迭代更新，着力夯实核心技术 优势，加速公司成长，强化核心竞争力，提升盈利水平，为股东创造可持续价值。（全景网） ...

电力消费平稳回升 用电量是国民经济发展的"晴雨表"。今年上半年，全国全社会用电量4.84万亿千瓦时，同比增长3.7%； 二季度用电量增速比一季度提高2.4个百分点；分月看，用电量增速总体平稳回升。"电力消费的回升， 反映出上半年我国国民经济总体稳中有进、回升向好的态势。"中国电力企业联合会统计与数智部主任 侯文捷说。 具体来看，第二产业用电量逐季回升，促消费系列政策的逐步落地拉动部分省份工业用电量回温。第二 产业二季度用电量增速比一季度提高1.0个百分点；工业二季度用电量增速比一季度也提高了1.0个百分 点。部分省份工业用电量增速回升明显，二季度，贵州、湖南、四川、上海、广东工业用电量增速比一 季度分别提高9.8个、6.9个、4.4个、4.1个和3.9个百分点。高技术及装备制造业用电表现亮眼，上半年 用电量增速高于同期制造业平均增长水平1.7个百分点，二季度用电量比一季度提高0.3个百分点。 服务业用电量继续保持快速增长，"两新"等政策拉动充换电及互联网服务业等新业态用电量高速增长。 上半年，第三产业用电量同比增长7.1%；二季度同比增长9.0%，增速比一季度提高3.8个百分点，服务 业8个行业门类二季度用电 ...

近日，国家发展改革委、国家能源局联合印发《电力市场计量结算基本规则》，标志着以《电力市场运 行基本规则》为基础，电力中长期、现货、辅助服务规则为主干，信息披露、准入注册、计量结算规则 为支撑，涵盖电力市场各品种各环节的"1+6"基础规则体系初步构建完成。这是电力市场化改革的里程 碑事件。 中国电力企业联合会规划发展部副主任韩放表示，这6个规则文件，覆盖了电力市场最核心的3个交易品 种——中长期、现货、辅助服务，以及市场运行的3个关键环节——注册、信息披露、计量结算。它们 和前面的"1"紧密配合，环环相扣，确保统一电力市场这个大机器能够协同、顺畅、高效地运转起来。 具体来看，《电力市场运行基本规则》确定了市场里谁可以参与、各自有什么责任权利、电怎么买卖、 价格怎么形成、怎么防范风险。中长期交易、现货交易、辅助服务交易，是市场运行的"核心引擎"，有 助于维护市场的基本稳定，反映实时供需关系，保障电网安全运行。注册管理、信息披露、计量结算， 相当于电力市场的"身份证""账本"和"计算器"，是保障市场公平、透明、高效的"后勤系统"。 随着新型电力系统和电力市场建设持续深化，中长期交易连续运营，现货市场建设全面推进，绿 ...

Core Insights - The flexible DC transmission technology is a key technology for constructing a new power system and supports large-scale renewable energy integration and inter-regional energy cooperation [1][2] - This technology is more flexible and efficient than traditional transmission methods, allowing for real-time adjustment of power delivery and reducing power loss over long distances [1][2] Technology Development - China Electric Power Research Institute (CEPRI) has been a pioneer in flexible DC transmission technology since 2004, developing a proprietary core technology system over nearly two decades [2] - The research team has overcome several global challenges in the field, including converter mechanism and complex stress control, leading to significant advancements in high-capacity flexible DC converters [2] Patent Strategy - CEPRI has implemented a comprehensive patent conversion strategy, creating a high-value patent group consisting of 142 key patents that cover the entire technology chain from basic principles to system control [2][3] - The strategy includes a "core technology decomposition + modular authorization" model, allowing for precise licensing of technology modules to specialized manufacturing companies [3] Industry Impact - The flexible DC transmission technology has been widely applied in major domestic and international power projects, generating direct economic benefits exceeding 11.2 billion yuan and foreign exchange earnings of 262 million euros [4] - Successful implementation of this technology has established a solid foundation for cultivating a high-end power equipment industry cluster worth hundreds of billions [3][4]

（文章来源：证券日报） 证券日报网讯 8月12日晚间，格利尔发布公告称，公司第四届董事会第二十二次会议审议通过了《关于 开展新型电力系统相关业务的议案》。 ...

随着新能源并网装机规模扩大，与之配套的储能需求大增。据不完全统计，2022年超20家A股公司跨界 进入储能赛道，跨界选手涵盖教育、互联网、家电、食品等行业，切入方式包括新设子公司、收购储能 公司等。业内人士表示，在我国构建以新能源为主体的新型电力系统大背景下，储能行业将迎来黄金发 展期。 储能市场火热 此外，昆仑万维决定增设新能源领域投资业务板块，由公司董事长金天亲自负责。2022年12月4日晚， 昆仑万维公告称，全资子公司宁波点金及昆诺天勤分别以自有资金2.2亿元和8000万元作为出资，对绿 钒新能源增资，获得绿钒新能源60%股权。公司称，此次控股投资绿钒新能源，是公司开展新能源投资 业务的第一步。 部分跨界选手看中了钠离子电池技术。顺灏股份与久森新能源签署《关于设立钠离子电池项目公司之出 资协议》，拟共同投资设立灏森钠电，旨在推动钠离子电池产业发展；丰山集团控股子公司丰山全诺与 众钠科技签订了《战略合作协议》，双方拟共同推进钠离子二次电池的商业化应用；七彩化学拟与美联 新材共同出资设立美彩新材，并以该标的公司为实施主体投资25亿元建设年产18万吨电池级普鲁士蓝 （白）项目等。 政策大力支持 随着新能源并网 ...

7月3日晚间，吉电股份发布公告称，拟投资建设山东潍坊风光储多能互补试点项目首批第一期200兆瓦 光伏项目，配置62兆瓦/124兆瓦时储能系统。 中国证券报记者注意到，近期多家企业宣布投资光伏发电项目，并配置储能系统。业内人士表示，以 风、光发电为代表的新能源装机规模快速扩容，电网将面临系统平衡和稳定的挑战，需要加快构建适应 新能源占比快速提高的新型电力系统。储能作为解决风光发电不稳定的核心技术，将与光伏电站一起迎 来爆发式增长。 6月30日晚，粤水电发布公告称，拟在甘肃省嘉峪关市西部地区投资建设110MW光伏发电项目，配置 22MW/44MWh的储能系统，项目总投资6.13亿元。 6月20日晚，太阳能披露公告称，控股子公司拟投资17.08亿元建设察布查尔县电化学储能+市场化并网 光伏发电一期300兆瓦项目。该项目为牧光互补光伏发电项目，规划装机容量为300兆瓦，主要建设300 兆瓦光伏电站及集电线路，同时新建1座220千伏汇集站，新建30公里35千伏送出线路，配置75兆瓦/300 兆瓦时电化学储能系统及其配套设施等。 广州发展6月16日披露，属下全资子公司广州发展电力集团有限公司拟投资5.19亿元建设从化区上 ...