Core Viewpoint - The company is accelerating its entry into the hydrogen energy sector driven by the "dual carbon" goals and supportive policies for new energy systems [2] Group 1: Company Initiatives - The company is investing in green methanol and methane projects in Liao Yuan and An Da, aiming to build a complete industrial chain ecosystem covering "wind and solar power generation - energy storage - hydrogen production - hydrogen-based derivatives" [2] - The Liao Yuan project includes a first phase with 514.8 MW of grid-connected wind power, 443 MW of off-grid wind power, water electrolysis for hydrogen production, biomass waste heat utilization, and a 170,000 tons/year electro-methanol production facility, which is currently in the construction and installation phase [2] - The An Da project’s first phase encompasses 400 MW of grid-connected wind power, 400 MW of off-grid wind power, water electrolysis for hydrogen production, biomass waste heat utilization, and a 170,000 tons/year electro-methanol production facility, with all approvals completed and construction underway for both chemical and wind power components [2]

Core Viewpoint - The proposal emphasizes the acceleration of building a new energy system in Yinchuan, focusing on multi-energy complementarity and the integration of supply and demand in energy production and consumption [1] Group 1: New Energy System Development - The plan advocates for a "wind-solar-fire-storage integration" approach to enhance the efficiency of fossil energy utilization [1] - It aims to establish a comprehensive mechanism for the production, supply, storage, and sales of new energy [1] - The promotion of co-development models such as wind-solar co-location and agricultural-forestry solar complementarity is highlighted [1] Group 2: Infrastructure and Technology - Strengthening the construction of power grid infrastructure is a key focus, aiming to integrate distributed energy and microgrids [1] - The development of new energy storage modes, such as electrochemical storage, and the establishment of shared energy storage stations are emphasized [1] - The proposal includes promoting revenue models like "peak shaving compensation" and "capacity leasing" [1] Group 3: Market Operations and Electrification - The plan calls for coordinated advancement of long-term electricity trading, spot markets, and ancillary service market operations [1] - The construction of virtual power plants is proposed to enhance the consumption of green electricity in key industries [1] - Increasing the electrification level of end-use energy is a significant goal [1]

南网科研院把握产业发展规律，围绕新型电力系统和新型能源体系建设，以关键共性技术 推动系统级、设备级仿真平台的推广应用，以前沿引领技术加快电工新材料、新器件、高 端电力装备产业布局，以现代工程技术打造产业发展的新领域新场景，以数字品控推动新 型电力系统检测产业做大做强，助力现代化产业体系建设。差异化研究制定年度战新产业 重点任务，定目标、定任务、定团队，打造形成一批具有核心竞争力的拳头产品和服务， 累计4项成果入选工信部、国资委重点产品、工艺"一条龙"应用示范方向，1 7项成果入选 能源领域首台（套）重大技术装备（项目）名单，4项成果入选中央企业科技创新成果产 品手册。获批筹建新型电力系统领域全国首个国家级质检中心，填补新型电力系统设备领 域国家质量基础设施空白，成为"双碳"战略在能源领域落地的坚实保障。 提升低碳发展"含绿量"， 培育能源领域新质生产力 南网科研院牢牢把握电网大平台在新型能源体系中的核心枢纽作用，以数字技术赋能电力 发输变配用全链条，提升新型电力系统"可观、可测、可控、可调"水平，增强清洁能源承 载能力，扎实服务"双碳"进程。深化目标网架规划研究，支撑南网优化合理分区、柔性互 联的主网架形态， ...

Core Viewpoint - Dongfang Risen New Energy Co., Ltd. has signed a strategic cooperation agreement with Brazilian industrial giant WEG for a total capacity of 3GWh in energy storage systems, marking a significant breakthrough in the global energy storage sector and advancing the company's role in the new power system construction [1][2]. Group 1: Strategic Cooperation - The agreement entails Dongfang Risen providing advanced large-scale and commercial energy storage system solutions to WEG from 2026 to 2028, contributing to global energy structure optimization and green low-carbon transition [1]. - WEG operates in over 140 countries and has a strong technical foundation and market presence in renewable energy, industrial efficiency, and smart grid sectors, actively expanding its energy storage and integrated energy services [1][2]. Group 2: Company Capabilities - Dongfang Risen has 20 years of experience in the lithium battery and energy storage sectors, with a complete industry chain capability encompassing R&D, production, sales, and service [2]. - The company offers a full-stack solution covering energy storage inverters (PCS), battery management systems (BMS), energy management systems (EMS), and battery systems for residential, commercial, and large-scale projects [2]. Group 3: Global Expansion - The partnership signifies an upgrade from previous collaborations in the photovoltaic sector and marks the entry of Dongfang Risen's energy storage business into a new phase of global scale implementation [2]. - Dongfang Risen's business has expanded to over 90 countries and regions, providing stable electricity to remote villages in South America, supporting energy transitions in North American commercial parks, enhancing energy self-sufficiency in European residential solar storage systems, and enabling green microgrids in off-grid communities in Africa [3].

人民财讯12月10日电，中共海南省委关于制定国民经济和社会发展第十五个五年规划的建议发布，其中 提出，加快建设新型能源体系。按照"适度超前、留有余地"原则，有序实施一批能源基础设施工程。加 快海上风电、分布式光伏等项目建设，构建源网荷储融合发展的新型电力系统，提升核电、气电等支撑 保障能力。积极融入全国电力统一大市场。建设海南至广东高压输电线路灵活互济工程。加快推进电网 改造提升，优化完善坚强主干电网，打造灵活可靠新型配网，建设韧性电网。科学布局抽水蓄能，大力 发展新型储能。深入推动工业、建筑、交通、农业等领域电能替代，提升终端用能电气化水平。加强油 气供应网络建设，有序推进城乡燃气基础设施建设。 ...

做大做强煤炭等能源交易平台。 近日，《中共陕西省委关于制定国民经济和社会发展第十五个五年规划的建议》发布。其中提出，将做 强做优现代能源产业集群。具体来看，坚持"稳控转"，稳住能源生产基本盘，推动化石能源利用更多向 化工原料转变、能源供给更多向清洁能源转变、能源资本运作更多向培育非能产业转变。协同推进煤炭 优质产能释放和落后低效产能淘汰，加快油气资源勘探开发和增储上产。加快建设新型能源体系，完善 以清洁高效煤电为支撑的转换利用体系，统筹推进新能源供给比重提高、就地消纳和外送。着力构建新 型电力系统，大力发展新型储能，加快智能电网和微电网建设，加强陕甘青等跨省电力互济工程谋划和 建设。锚定高端化多元化低碳化方向，加快延安1000万吨/年炼化一体化、国能榆林循环经济煤炭综合 利用等项目建设，建设全国一流高端化工新材料产业基地。 优化省内能源通道布局，加力建设新型能源基础设施。 积极稳妥推进和实现碳达峰。落实碳排放总量和强度双控制度。坚决遏制"两高"项目盲目发展。深入实 施节能降碳改造，建设一批零碳工厂和园区。加快煤炭清洁高效利用和减量替代，推动能源消费绿色化 低碳化。示范推广二氧化碳捕集、封存与利用。推动煤炭和石 ...

人民财讯12月10日电，中共青海省委关于制定国民经济和社会发展第十五个五年规划的建议发布。其中 提出，加快建设新型能源体系。坚持风光水氢火储多元协调发展，统筹就地消纳和外送，巩固新能源装 机和发电量占比"双主体"地位，为全国降碳减排、保障能源安全作出更大贡献。优化省内省际网架结 构，加快建设新能源外送通道，推进智能电网和微电网建设，全面提升电力系统互补互济和安全韧性水 平。适度建设新一代煤电，促进油气勘探开发与新能源融合发展。推动存量水电站增容扩机，有序开发 黄河上游梯级水电站。加快抽水蓄能电站建设，构建新型储能多元化发展实践地。提高终端用能电气化 水平，高质量推进清洁取暖工程，推动能源消费绿色化低碳化。 ...

12月8日，笔者从国网江苏省电力有限公司了解到，江苏新能源发展迅速，今年以来，分布式光伏新增 装机量已超1650万千瓦，总装机容量已达6221万千瓦，两项指标均居全国首位，这也意味着该省能源结 构绿色转型步伐持续加快。 "江苏是制造业强省，电力需求旺、消纳能力强。分布式光伏'自发自用、余电上网'的特性，正好可以 匹配广大企业巨大的白昼用电需求，既能降低企业用电成本，又能实现绿色电能就近高效消纳。"国网 江苏电力经济技术研究院能源研究所所长谢珍建表示。 党的二十届四中全会明确提出，要加快建设新型能源体系，积极稳妥推进和实现碳达峰。在这一背景 下，江苏省新能源建设不断提速。截至今年11月底，该省新能源装机总量已超1.1亿千瓦，其中，分布 式光伏占比约72%，成为能源结构调整的重要推动力。 发展分布式光伏，江苏优势明显。除了光照充足，规模庞大的工业园区厂房、商业建筑、公共机构屋 顶，以及超过3400万栋农村民居也为分布式光伏的"贴身"安装提供了广阔的空间载体。 "十四五"期间，江苏分布式光伏从不足800万千瓦，到如今超过6220万千瓦，年均增量超千万千瓦。为 了保障其并网消纳，江苏电力加快建设新型电力系统，并通过提 ...

Core Viewpoint - The article discusses the proposals by the Sichuan Provincial Committee of the Communist Party of China for the 15th Five-Year Plan, emphasizing the development of a new energy system and the establishment of Sichuan as a strong province in clean energy [1] Group 1: New Energy Development - The plan includes the construction of a new energy system and aims to create an integrated clean energy base in the "Three Rivers" basin [1] - There is a strong push for the development of renewable energy and the acceleration of regulatory power source construction [1] - The plan highlights the importance of enhancing the provincial power grid at all levels and promoting cross-provincial power transmission projects [1] Group 2: Infrastructure and Storage - The proposal emphasizes the development of new energy storage solutions and the construction of oil and gas production bases in Sichuan and Chongqing [1] - It aims to increase the reserves and production of natural gas, particularly shale gas, and strengthen shale oil exploration and development [1] - The plan includes the construction of new infrastructure, focusing on data infrastructure and the integration of computing power, establishing Sichuan as a national hub for integrated computing networks [1] Group 3: Traditional Infrastructure - There is a call for the modernization and digital transformation of traditional infrastructure, promoting the integration of facilities across different sectors [1]

Core Viewpoint - The article emphasizes the importance of accelerating the construction of a new energy system and building an energy powerhouse as central tasks for high-quality energy development in China, guided by the principles set forth by the Communist Party and recent strategic directives [3][4][5]. Group 1: Principles for New Energy System Construction - The construction of a new energy system must adhere to the principle of comprehensive leadership by the Party, ensuring that energy development aligns with national strategies and maintains a correct direction [4]. - The concept of prioritizing people's needs is crucial, focusing on improving energy supply quality and ensuring equitable access to energy resources for all citizens [5]. - The strategy emphasizes self-reliance in energy security, advocating for a robust domestic energy supply system to mitigate external uncertainties [6]. - A green and low-carbon development approach is essential, with a focus on transitioning to non-fossil energy sources and achieving carbon neutrality goals [7]. - Innovation is highlighted as the primary driving force for energy development, with a call for technological advancements to lead the energy sector [8]. - Deepening energy system reforms is necessary to enhance market efficiency and governance structures [9]. Group 2: Achievements During the 14th Five-Year Plan - Significant improvements in energy security and supply resilience were achieved, with total energy production reaching approximately 5 billion tons of standard coal, a nearly 40% increase over the past decade [10]. - The transition to a greener energy structure was marked by a doubling of non-fossil energy consumption, which now accounts for about 20% of total energy consumption [11]. - Technological advancements in energy production and equipment have led to a notable increase in the modernization of the energy industry, with significant breakthroughs in nuclear power and renewable energy technologies [12]. - The establishment of a comprehensive energy market system has been initiated, enhancing market dynamics and participation from various stakeholders [13]. - International cooperation in energy has been strengthened, with significant projects and partnerships established globally, contributing to a more stable energy supply chain [14]. Group 3: Strategic Planning for the 15th Five-Year Plan - The 15th Five-Year Plan aims to establish a clean, low-carbon, safe, and efficient new energy system, focusing on energy security, economic feasibility, and technological innovation [15]. - Optimizing the spatial layout of energy resources and infrastructure is a priority, with plans for distributed energy development and enhanced energy base construction [16]. - The transition to a green and low-carbon energy system will be accelerated, with specific targets for non-fossil energy consumption by 2030 [16]. - Building a resilient energy supply chain is essential, with a focus on enhancing domestic oil and gas production and establishing a robust energy reserve system [17]. - Advancements in energy technology are prioritized, with a focus on both hard and soft innovations to support the new energy system [18]. - Legal and regulatory frameworks will be strengthened to support high-quality energy development and market reforms [19]. - International cooperation will be expanded to ensure the stability of global energy supply chains and promote sustainable energy development [20].