升顶是LNG储罐建设的尖峰时刻，工艺复杂、操控难度大。对于此次升顶，项目团队采用具有自主知 识产权的"大型低温储罐拱顶气压顶升施工工法"及"大型低温储罐拱顶气压顶升施工工艺及其平衡导向 装置专利"等核心技术。"要把这个面积相当于1座足球场，重量相当于近700辆家用轿车的钢铁帽子，稳 稳戴到50余米高储罐上，靠的是自主研发的气压顶升技术——可以形象比喻为吹气球，通过4台大功率 专用风机持续输出稳定气流，用气压把近千吨的大家伙顶起来在高空漫步，最终实现毫米级精准就 位。"中核五公司项目经理胡克梧说。 据悉，中核五公司目前已深耕LNG储罐建设28年，拥有1项国家级工法、4项企业级工法及16项核心发 明专利。 新华财经北京12月19日电 记者从中核集团获悉，19日，国家天然气基础设施互联互通重点工程——江 苏华电赣榆LNG（液化天然气）接收站项目首座储罐气压顶升作业圆满完成。该项目将增强区域供气 灵活性与可靠性，进一步完善国家天然气"一张网"布局，优化长三角能源结构，为区域绿色转型注入强 劲动能。 项目规划建设3座22万立方米LNG储罐，由中国华电下属华电江苏能源有限公司联合多国企业共同投资 建设，中核集团下属中核五 ...

Core Insights - Sichuan's hydropower installed capacity has surpassed 100 million kilowatts, making it the first province in China to reach this milestone, accounting for approximately one-fourth of the national hydropower capacity, equivalent to about 4.4 Three Gorges Dam [1][3] Group 1: Hydropower Development in Sichuan - Sichuan is known as the "Province of a Thousand Rivers," with abundant hydropower resources, including the Jinsha River with a natural drop of 5,100 meters, the Yalong River at 3,830 meters, and the Dadu River at 4,175 meters [3] - The development of hydropower in Sichuan dates back 100 years, with significant milestones including the completion of the 140-kilowatt Dongwo Hydropower Station in 1925 and major projects like the Baihetan and Wudongde hydropower stations in recent years [3][4] - The Baihetan Hydropower Station features the world's largest single-unit capacity of 1 million kilowatts, marking a significant breakthrough in high-end equipment manufacturing in China [3] Group 2: Energy Transmission and Environmental Impact - As a key base for the "West-to-East Power Transmission" project, Sichuan has exported over 1.9 trillion kilowatt-hours of clean electricity to regions such as Central and Eastern China since 1998, equivalent to the total annual electricity consumption of Jiangsu, Zhejiang, and Anhui provinces combined [3] - The newly connected Yinjiang Hydropower Station has a total installed capacity of 390,000 kilowatts and is expected to deliver over 1.6 billion kilowatt-hours of clean energy annually, reducing carbon dioxide emissions by 1.3 million tons [4] Group 3: Future Energy Strategy - Sichuan is accelerating the planning and construction of a new energy system, promoting the complementary development of hydropower, wind, solar, hydrogen, and natural gas [4] - The province aims to transition from merely generating power to stabilizing power supply, upgrading from resource advantages to system capabilities, and contributing to the national "dual carbon" strategy and energy security [4]

如今，全球12大水电站，中国有5座，金沙江独占其4，雅砻江、大渡河上也有多座"世界水电之最"。作 为"西电东送"基地，四川年发电量约三分之一用于川外。国网四川省电力公司新闻发言人胡朝辉介绍， 自1998年四川电网开启省外送电以来，累计向华中、华东等地区外送清洁电能超1.9万亿千瓦时，这一 规模相当于苏、浙、皖三省全年用电量之和。 12月19日上午，随着四川攀枝花银江水电站最后一台机组顺利并网，四川水电装机规模突破1亿千瓦， 成为全国首个迈上这一量级的省份。 1亿千瓦有多大？约占全国水电装机总量的四分之一，相当于约4.4个三峡电站。 四川被称为"千河之省"，尤其是天然落差5100米的金沙江、3830米的雅砻江、4175米的大渡河，水电资 源丰沛。四川水电开发历程足有100年，可以上溯至建成于1925年的泸州龙溪河上装机140千瓦的洞窝水 电站。 新中国成立以来，四川水电开发实现多点突破。特别是新时代以来，白鹤滩、乌东德、两河口等超级工 程建成发电。其中，白鹤滩水电站装备全球单机容量最大功率百万千瓦水轮发电机组，实现了我国高端 装备制造的重大突破。 此次全面并网的银江水电站，是金沙江中游水电开发"一库十级"的最末 ...

加快建设新型能源体系 党的二十届四中全会通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出，加快建设新型能源 体系。这是党中央深刻把握全球能源发展大势、深入实施能源安全新战略的重大决策，是新时代新征程推动能源高质量发 展、建设能源强国的部署要求。"十五五"时期是我国新型能源体系建设"夯基垒台"的关键时期，必须坚持系统观念，统筹 发展和安全，兼顾当前和长远，合理把握节奏力度，加快建设清洁低碳安全高效的新型能源体系，为推动高质量发展、推 进中国式现代化提供能源支撑。 一、加快建设新型能源体系意义重大 （一）加快建设新型能源体系是深入推进能源革命、建设能源强国的必然要求。2014年，习近平总书记创造性提出"四个 革命、一个合作"能源安全新战略，推动能源消费革命、供给革命、技术革命、体制革命，全方位加强国际合作，为新时代 能源发展指明了前进方向、提供了根本遵循。2021年，习近平总书记提出"加快建设能源强国"。党的二十大和二十届三中 全会都明确提出要"加快规划建设新型能源体系"。加快建设新型能源体系与深入推进能源安全新战略、建设能源强国部署 一脉相承。能源安全新战略是建设新型能源体系的科学指引；建 ...

新能源板块今日集体调整，截至收盘，中证上海环交所碳中和指数下跌1.0%，中证光伏产业指数下跌1.8%，中证新能源指数下跌2.0%，国证新能源电池指 数下跌2.2%。资金逆势加仓，储能电池ETF（159566）全天净申购超3000万份。 华泰证券表示，"十五五"定调要加快建设新型能源体系，具体包括大力发展新型储能，加快智能电网建设等措施，看好新能源发展和电气化率提升两大核心 主线不变，储能、风电、电网板块公司有望持续受益。 该指数聚焦碳中和领域,由 清洁能源、储能等深度低碳 领域中市值较大,以及火电 、钢铁等高碳减排领域中碳 减排潜力较大的100只股票 组成。 该指数自20 该清教 ce F 发布以来估1 滚可向盈率 24.4倍 -1.0% 80.69 该指数聚焦的光伏是代表 性较强的未来能源之一, 由50只产业链上、中、下 游具有代表性的公司股票 组成。 | 今日 | 该指数 | 该指数自20 | | --- | --- | --- | | 该指数涨跌 | 市净率 | 发布以来估( | | -1.8% | 2.5倍 | 48.5% | 碳中和ETF易方达(80) 跟踪中证上海环交所碳中和指数 注:"NO. 1 ...

Core Viewpoint - China Huaneng Group is committed to supporting the construction of Hainan Free Trade Port by ensuring energy security and stability, contributing to the region's economic development and green energy transition [2][3][4]. Group 1: Investment and Infrastructure Development - China Huaneng has invested over 70 billion yuan in Hainan, establishing a comprehensive development framework that includes power generation, heating, trading, insurance, and securities [2]. - The company has a total installed capacity of over 5.42 million kilowatts in Hainan, holding the largest market share in the province, with annual electricity generation accounting for about one-third of the province's total [2][3]. - Since Hainan's establishment, China Huaneng's cumulative electricity generation has accounted for over 54% of the province's total electricity consumption [2]. Group 2: Energy Security and Emergency Response - China Huaneng plays a crucial role in ensuring energy security for Hainan, providing 40% of the electricity during peak demand and extreme weather events [3]. - The company has actively participated in disaster relief efforts, donating 3 million yuan to support post-disaster reconstruction in Hainan [3]. Group 3: Green Energy Initiatives - During the 14th Five-Year Plan, China Huaneng's installed capacity in Hainan increased from 2.4 million kilowatts to 5.42 million kilowatts, with the proportion of low-carbon clean energy rising from 14.2% to 62% [4]. - The company has launched the Huaneng Lingao Offshore Wind Power Project, which has a total installed capacity of 600,000 kilowatts and is expected to generate approximately 1.85 billion kilowatt-hours of clean electricity annually [4][6]. Group 4: Technological Innovation - China Huaneng has implemented the world's first 2000 tons/year gas turbine carbon capture verification device at its Yangpu Thermal Power Plant, achieving international leading efficiency [11]. - The company has developed a smart control center for renewable energy, enhancing operational efficiency and monitoring capabilities across multiple sites [13]. Group 5: Collaborative Development and New Industries - China Huaneng is actively planning new industry layouts in Hainan, focusing on "energy+" multi-industry ecosystems, including virtual power plants and zero-carbon parks [14]. - The company has established a supply chain platform and an international energy trading center, facilitating nearly 2.4 trillion yuan in transactions, which supports Hainan's development as a regional energy trading hub [14]. Group 6: Social Responsibility and Community Engagement - China Huaneng has invested nearly 22 million yuan in poverty alleviation and rural revitalization efforts in Hainan, achieving significant milestones in community support [15]. - The company emphasizes the importance of a favorable business environment in Hainan, which has facilitated the rapid implementation of projects [15].

Core Viewpoint - Shanghai Electric Group and China Power Construction Group are enhancing their collaboration in renewable energy development, equipment manufacturing, and international business expansion, aiming to innovate cooperation models and achieve significant projects together [1] Group 1: Collaboration Areas - Both companies agreed to strengthen practical cooperation in areas such as solar thermal energy development, equipment integration, smart grids, and international market expansion [1] - The focus will be on creating more landmark projects, demonstration projects, and leading results through their partnership [1] Group 2: Technological Innovation - Joint technology research and innovation will be a new highlight in their deepened cooperation [1] - The companies will explore collaborative technological breakthroughs in cutting-edge fields such as new power system construction, energy storage technology, and hydrogen energy [1] - This collaboration aims to provide more solutions for the green and low-carbon transition of energy and contribute to the establishment of a new energy system and the achievement of carbon neutrality goals [1]

电网ETF（561380）跟踪的是恒生A股电网设备指数（HSCAUPG），该指数从中国A股市场中选取涉及 输变电、配电及控制设备制造等业务的上市公司证券作为指数样本，以反映电网设备领域相关上市公司 证券的整体表现。该指数成分股集中体现了中国电网建设与智能化升级的发展趋势，具有显著代表性。 （文章来源：每日经济新闻） 华西证券指出，全球AI快速发展将促使用电量激增，电力设备需求有望保持高景气，重点看好海外供 应紧缺的变压器&燃气轮机环节。欧美等发达市场兼具高景气+高盈利+高门槛等特征，掌握优质渠道资 源、技术实力领先、积极布局相关产能的企业有望充分受益。此外，风电产业作为新型能源体系核心力 量，有望在"十五五"期间持续保持可观增长，国内海风项目进展持续推进，已竞配未装机项目储备充 沛，叠加深远海逐渐开启前期工作，预计"十五五"年均装机量有望较"十四五"进一步增长。海外海风装 机需求提升，在海外本土产能供应偏紧背景下有望带来需求外溢机会，具备出海能力的国内优质海缆/ 管桩/风机企业均有望受益。 ...

Core Insights - The energy supply security in China has shown remarkable resilience, achieving the best performance since the 14th Five-Year Plan, with non-fossil energy consumption exceeding the 20% target [1][2] Group 1: Energy Production and Consumption - Total electricity consumption in China is expected to exceed 10 trillion kilowatt-hours for the first time, with July and August seeing consumption surpassing 1 trillion kilowatt-hours, marking a global first [1] - Oil and gas production reached historical highs, with crude oil production at approximately 215 million tons and natural gas production exceeding 260 billion cubic meters, marking a continuous increase of over 10 billion cubic meters for nine consecutive years [1] - The self-sufficiency rate of energy has increased from around 80% to over 84% during the 14th Five-Year Plan, with coal and electricity supply levels being world-class [2] Group 2: Renewable Energy Development - The first batch of wind and solar power bases has been completed, with the second and third batches adding approximately 50 million kilowatts of capacity [2] - By 2030, the proportion of renewable energy generation capacity is expected to exceed 50%, with non-fossil energy consumption reaching 25% [3] - The total installed capacity of hydropower has surpassed 440 million kilowatts, with pumped storage capacity exceeding 64 million kilowatts [2] Group 3: Market and Infrastructure - The construction of a unified national electricity market has made significant progress, with 28 provinces engaging in electricity spot trading, and the southern region becoming the largest unified clearing electricity market globally [2] - The expected market-based electricity trading volume for the year is 6.6 trillion kilowatt-hours, a year-on-year increase of 6.8%, accounting for 64% of total electricity consumption [2] Group 4: Innovation and Future Outlook - The integration of artificial intelligence with the energy sector is advancing, with over 10 million kilowatts of new energy storage capacity installed, representing over 40% of the global total [6] - The production capacity of renewable hydrogen has exceeded 220,000 tons, accounting for more than half of the global total, while green ammonia and methanol production capacity is approximately 1 million tons [6] - Future tasks include developing hydrogen energy industry plans and supporting the research and development of advanced nuclear technologies [6]

日前，2026年全国能源工作会议召开，总结2025年和"十四五"能源工作，部署2026年重点任务。会议强 调，扎实推进能源绿色低碳转型。持续提高新能源供给比重，全年新增风电、太阳能发电装机2亿千瓦 以上，有序推进重大水电项目，积极安全有序发展核电，加强化石能源清洁高效利用。 会议还强调，2026年要全面深化能源改革和法治建设。加快能源体制机制改革创新，持续深化全国统一 电力市场建设，健全适应新型能源体系的市场机制，加强新型能源监管制度体系建设，深入推进能源法 治建设。 翻开2025年成绩单，聚焦保安全、促转型等关键领域扩大有效投资，全年能源重点项目预计完成投资 3.54万亿元，同比增长11%；预计全年风电光伏新增装机约3.7亿千瓦，利用率保持在94%以上，风电光 伏发电量约占全社会用电量的22%；非化石能源消费比重超额完成20%的目标任务……会议上的一组数 据有力彰显了我国新能源高质量发展成效。 业内专家指出，站在新的起点，中国新能源产业发展已有坚实的基础，未来要乘势而上，全力推动新能 源高质量发展。（记者 陈涵旸） 会议认为，能源行业大力加强政策供给，有力破解发展难题，充分激发内生动力和创新活力，2025年 ...