Core Insights - China's pumped storage capacity has ranked first in the world for nine consecutive years, with Japan and the United States following in second and third place respectively [1] - The rapid growth of renewable energy sources like wind and solar power has led to significant decarbonization in the electricity system, but it also presents new technical challenges that require advanced solutions like pumped storage [1] - The development of pumped storage is crucial for supporting the transition to a new power system and achieving high-quality growth in the sector [1] Industry Development - As of the end of 2024, China's total installed capacity of pumped storage power stations is expected to reach 58.69 million kilowatts, with the East China region having the largest capacity [1] - The total approved and under construction capacity of pumped storage stations nationwide is approximately 200 million kilowatts [1] - The report highlights that China has a unique advantage in pumped storage resources, with a total potential capacity of about 160 million kilowatts identified across various provinces [2] Market Mechanism - Regions like Guangdong and Shandong have initiated pilot projects for pumped storage to participate in electricity market trading, indicating a shift towards market-oriented operations [2] - The current electricity market is evolving, with auxiliary service markets starting to develop, but challenges remain for pumped storage to fully engage in the market [2] - Recommendations include establishing differentiated pilot projects and improving market mechanisms to enhance operational capabilities and ensure orderly implementation of plans [2] Pricing Mechanism - A reasonable pricing mechanism is essential for the sustainable development of the industry, with the current two-part pricing policy supporting investment returns and rapid growth [3] - As the national electricity market reform progresses, there is a need to transition the pricing policy towards market-based mechanisms, potentially adopting a "benchmark capacity price + difference contract" model [3] - Emphasis on technological advancements is crucial for enhancing the competitiveness of pumped storage, with a focus on innovation and cost reduction throughout the project lifecycle [3]

"电力系统实时平衡的特性，要求我们必须拥有快速、灵活的调节资源来应对新能源波动和负荷高峰的 双重考验。"国网山西电力调控中心相关负责人表示，这次大规模集中调用，正是为了实战检验新型储 能和虚拟电厂在关键时刻的顶峰能力和应急响应速度，为构建更安全、更灵活的新型电力系统积累经 验。 此次成功调用整合了全省新型储能与虚拟电厂的调节能力，山西电网对新型调节资源的规模化、协同化 调度应用迈出坚实一步。 据介绍，8月1日晚间用电高峰时段，山西电网集中调度47座储能电站、16座虚拟电厂参与用电负荷调 节，供电、用电双向调节最大功率达到225万千瓦，其中新型储能141万千瓦、虚拟电厂84万千瓦，占实 时用电负荷的比重达到6%。 近年来，山西作为我国能源革命综合改革试点，积极推动能源绿色低碳转型，新能源装机规模持续快速 增长。今年上半年，全省新能源装机容量达7568万千瓦。然而，新能源发电固有的波动性与间歇性，叠 加高温天气下空调负荷激增形成的"双峰"压力，给电网安全稳定运行带来挑战。 中化新网讯 近日，山西首次开展集中大规模调用新型储能和虚拟电厂，释放225万千瓦调节能力。 ...

新华财经北京8月11日电（李昕澎、安娜） 为助力"双碳"目标的推进，应如何健全完善体制机制、优化 治理体系、强化规划引领，加快电力系统低碳转型？在近日于北京举办的"2025电力低碳转型年会"上， 与会专家就此展开热议。 本次年会由中国能源研究会和中国电力企业联合会主办、自然资源保护协会（NRDC）支持，以"强化 规划引领，加快电力低碳转型"为主题。 中国能源研究会理事长史玉波在会上说，建立制度健全、科学规范、运行有效的能源电力规划体制，为 加快电力低碳转型、推进能源体系现代化提供有力支撑。回望"十四五"，迎来我国新能源装机总量超过 火电装机的历史节点，新型电力系统对高比例新能源的适应能力持续提升，市场机制与政策体系持续完 善。 展望"十五五"，史玉波认为，需重点着眼三个强化：一是强化规划的系统性与协同性，推动"源网荷 储"一体化发展，确保电力系统发挥整体效益；二是强化规划的科学性与灵活性，统筹好转型与安全的 关系，科学论证新能源的可靠替代能力，确保能源稳定供应和电力安全运行；三是强化规划的前瞻性与 创新性，引领新技术、新业态加速发展，布局前沿引领技术的研发与应用，大力培育新业态，激发全社 会节能降碳潜力。 " ...

Core Viewpoint - The "1+6" basic rule system for the electricity market is a crucial framework for China's transition to a mature electricity market, addressing current supply and renewable energy consumption challenges while integrating energy transition with economic development goals, particularly the "dual carbon" targets [1] Group 1: Unique Innovations of the "1+6" Rule System - The system is built on top-level design, contrasting with the regional autonomy approach seen in the EU and the US, establishing a unified national framework for electricity market operations [2] - It emphasizes the principles of supply and safety, creating a market mechanism that connects long-term, spot, and ancillary services, ensuring fair access for various market participants [3] - The system supports the transition from policy-driven to market-driven energy transformation, establishing a fair competitive environment for renewable energy and facilitating a smooth transition from policy subsidies to market transactions [4] Group 2: Impact on Energy Transition and New Power System Construction - The rule system accelerates energy structure transformation by refining the minimum granularity of long-term transactions to 15 minutes and introducing time-based pricing mechanisms in the spot market, aligning renewable energy output with load demand [5] - It promotes the collaborative development of a new power system, transitioning from traditional models to a coordinated interaction among sources, networks, loads, and storage [6] - The system clarifies the cost structure of social carbon reduction, enhancing the development enthusiasm for green energy by establishing a dual incentive mechanism for both energy and environmental value [7] Group 3: Supervision Mechanisms for Market Fairness - To ensure the effective implementation of the "1+6" rule system, a comprehensive supervision mechanism is needed, enhancing regulatory capabilities and establishing a closed-loop monitoring system [8] - The information disclosure system must be improved to balance transparency and security, ensuring timely and accurate dissemination of key market information to the public [9]

特色体系如何重塑市场生态？ ——专访清华大学电机系副研究员郭鸿业 电力市场"1+6"基础规则体系是我国电力市场迈向成熟的关键"施工图"，其系统性、创新性和对国情的深刻把握，不仅 为当前电力保供与新能源消纳难题提供了市场化答案，更通过制度力量将能源转型与"双碳"目标深度融入经济发展脉 络，为中国式现代化注入强劲的绿色动能。 这套规则体系有何独特创新？又将如何深刻影响我国能源转型与新型电力系统构建？围绕这些问题，中能传媒记者专访 了清华大学电机系副研究员郭鸿业。 从全球电力市场建设经验看，我国的"1+6"基础规则体系有哪些特色和创新？ 郭鸿业： 我国的"1+6"基础规则体系，在充分借鉴全球电力市场建设普遍经验的基础上，立足中国国情，紧密结合本国 能源结构特征、市场建设阶段与发展需求，其核心特色与创新主要体现在以下三个方面： 一是"顶层设计"下的电力市场体系建设。 区别于欧盟、美国等地由区域自治逐步外扩融合的发展路径，中国采用了顶层设计指导与省级试点协同推进的模式。 《电力市场运行基本规则》作为体系基石，明确了市场成员、交易类型、风险防控等核心框架；以电力中长期、现货、 辅助服务规则为主干，辅以信息披露、准入注册、 ...

Core Insights - The construction of a new power system is facing multiple challenges, including insufficient flexibility and redundancy, which complicates supply security, consumption promotion, and stable operation [1][6] Group 1: Demand-Side Resources - Demand-side resources can flexibly adjust electricity consumption in response to price and market signals, providing significant economic advantages in scenarios of short-term supply-demand tension and promoting renewable energy consumption [2] - The "Electricity Demand Side Management Measures (2023 Edition)" policy emphasizes the establishment of a connection mechanism between demand-side resources and power operation regulation [2] - Demand-side resources are evolving from emergency measures for balancing electricity supply to regular adjustment tools, with their application scope and frequency continuously expanding [2] Group 2: Resource Characteristics and Management - Demand-side resources are characterized by vast, diverse, and heterogeneous features, with their adjustment capabilities influenced by both physical constraints and user willingness [3] - The management of demand-side resources requires addressing issues related to resource selection, management, incentives, and adjustment strategies to ensure reliable and efficient regulation [3][4] - Effective resource management involves precise characterization, continuous monitoring, and dynamic verification of demand-side resources to enhance user reliability [4] Group 3: Incentives and Adjustment Strategies - Economic incentives are crucial for enhancing user willingness to adjust consumption, necessitating improvements in pricing and market mechanisms [4][5] - The adjustment strategy aims to achieve optimal regulation effects while minimizing economic impacts, balancing multiple objectives such as supply security, public welfare, and environmental considerations [5] - The new power system's role is shifting towards ensuring economic and social development while leading industrial upgrades, requiring efficient coordination of various demand-side resources [5][6]

Core Viewpoint - The report highlights the financial performance and operational status of Xuchang KETOP Testing Research Institute Co., Ltd. for the first half of 2025, indicating a stable growth in revenue and net profit, alongside a focus on the new energy and power system equipment testing services [1][19]. Company Overview and Financial Indicators - The company reported a revenue of CNY 111,331,192.32, representing a year-on-year increase of 3.23% [2][19]. - The net profit attributable to shareholders was CNY 40,789,809.58, reflecting a growth of 3.73% compared to the previous year [19]. - The company plans to distribute a cash dividend of CNY 3 per 10 shares, with no stock dividends [1]. Business Operations - The main business includes testing services for new power system equipment, technical services, and sales of testing equipment [3][7]. - The core business of testing new power system equipment includes testing for power system protection and control devices, new energy control devices, and electric vehicle charging systems [3][19]. Industry Development - The power equipment testing industry is expected to grow due to increasing demand driven by the expansion of the power industry and the importance of ensuring grid safety and stability [3][12]. - National policies, such as the 14th Five-Year Plan, emphasize the development of clean energy and the modernization of power infrastructure, providing significant growth opportunities for the power equipment industry [10][12]. Financial Performance Analysis - The revenue from new power system equipment testing services decreased by 2.01% to CNY 104,829,112.53 [19]. - Revenue from power system protection and control device testing increased by 7.23% to CNY 79,968,443.36, while revenue from electric vehicle charging system testing saw a significant decline of 55.33% due to changes in industry regulations [19][20]. - Revenue from new energy control device testing grew by 17.74% to CNY 16,736,376.76, driven by increased demand for storage systems [20]. Core Competitiveness - The company has established itself as a leader in the industry with multiple national testing centers and a strong technical foundation [13][14]. - The company actively participates in the formulation and revision of industry standards, enhancing its influence and market position [14][19]. Research and Development - The company has focused on enhancing its testing capabilities and expanding into new areas, including the development of testing platforms for renewable energy systems and electric vehicle charging stations [21][22]. - Ongoing research projects include the development of new testing technologies and methodologies to improve operational efficiency and market competitiveness [25].

Core Viewpoint - The Hami Energy Group's 100MW/400MWh vanadium flow battery energy storage project has officially commenced operation, marking a significant advancement in long-duration energy storage technology in the region [2][3]. Group 1: Project Overview - The project is the first independent vanadium flow energy storage benchmark project in Hami City, utilizing advanced flow battery technology with a storage capacity of 400,000 kWh, sufficient to meet the daily electricity needs of 80,000 households [2]. - The project was completed in just 148 days, filling a gap in the large-scale application of long-duration energy storage technology in the autonomous region [3]. - The energy storage system operates at a normal temperature and pressure environment of 35-45°C, eliminating flammability and explosion risks, with a cycle life exceeding 20,000 times and a design lifespan of 20-25 years, which is more than three times that of lithium-ion batteries [3]. Group 2: Technical and Economic Impact - The energy station can charge 400,000 kWh and discharge 270,000 kWh daily, significantly enhancing the capacity for renewable energy consumption [3]. - The project is expected to increase the utilization rate of renewable energy generation by approximately 8% annually, equivalent to absorbing an additional 360 million kWh of green electricity and reducing carbon emissions by about 300,000 tons [4]. - The new vanadium flow energy storage station, with a capacity of 400 MWh, acts as a "super battery," effectively stabilizing fluctuations in renewable energy generation and improving the stability and economic efficiency of the "Xinjiang electricity export" channel [3][4]. Group 3: Future Developments - Hami Energy Group is also developing a smart manufacturing base for vanadium flow battery storage equipment in collaboration with Dalian Rongke, which will fill a gap in the group's energy storage business and promote the application of vanadium flow storage technology [2][3]. - Following the addition of the new energy storage project, Hami's total energy storage capacity will exceed 1 million kW, reaching 1.13 million kW [4].

转自：新华财经 近日，国网天津电科院启动技术攻关团队建设工作。该院领导班子成员、副总师、四级领导人员、专业总师、各技术攻关团队负责人参加启动活动。启动活 动宣读了《电科院技术攻关团队建设方案》，部门负责人、团队负责人代表作了表态发言。 编辑：赵鼎 据了解，技术攻关团队是以专业领域为立足点、以系统化协作方式、围绕共同目标，从事科学研究和业务攻关的非柔性组织。根据建设方案，电科院5个专 业所共组建电力系统分析与控制等19支技术攻关团队，聚焦能源转型和新型电力系统技术变革需求，开展技术攻关、技术监督、技术应用、学科建设、实验 室建设等工作，用实绩打造构建新型电力系统"铁军"，支撑公司和电网高质量发展 电科院要求准确把握团队建设的核心特点，上下一心、同频共振，压实团队负责人、专业所、职能部门等三方面责任，构建适应新型电力系统发展需求、富 有前瞻性和竞争力的团队发展新格局。在团队负责人层面，增强前瞻性、能动性，紧扣国网战略、公司"十五五"规划和前沿先进技术，主动谋划重大项目、 承接重大任务；履行技术攻关和团队管理"双职责"，科学制定实施路线、攻关目标；立足学科，全局统筹专业工作等各方面。在专业所层面，坚持成果问 效，制 ...

Group 1 - The core viewpoint emphasizes the importance of low-carbon and flexible transformation of coal-fired power units for sustainable development in the energy industry [1][2] - Coal power is seen as a crucial bridge in building a new energy system, supporting the safe integration of renewable energy into the grid through flexibility upgrades [2][10] - Experts advocate for the advancement and application of flexibility transformation technologies in coal power units to enhance their regulation capabilities and contribute to high-quality development in the energy sector [2][3] Group 2 - The concept of smart power plants is introduced, highlighting their role in achieving clean carbon reduction and efficient regulation within the new power system [3][4] - Smart power plants are characterized by automation, intelligent decision-making, and environmental benefits, which are essential for the high-quality development of the power industry [3][4] - The implementation plan for the new generation of coal power upgrades outlines technical goals related to deep regulation, load variation rates, and clean operation [3][4] Group 3 - The new generation of coal power signifies a shift from passive adaptation to proactive leadership, focusing on technological innovation and system considerations [4][5] - Future smart power plants should not only generate electricity but also incorporate green technologies and integrate with other industries to create a comprehensive energy and environmental platform [4][5] Group 4 - Challenges in the flexibility operation of coal power units include insufficient experience and management, leading to increased safety risks and equipment lifespan concerns [6][7] - A systematic approach is recommended to achieve flexible operation of coal power units, balancing deep regulation, load rate improvement, and economic efficiency [8][9] Group 5 - Successful case studies demonstrate the implementation of flexible modifications in coal power units, enhancing their adaptability and operational stability [9][10] - The flexibility transformation of coal power units is a strategic initiative during the energy transition, aiming to maintain their role as stabilizers in the energy system while supporting the development of renewable energy [10]