青年电力工程师参观广州变电站科普中心（资料照片）。新华社发 新华社广州12月18日电 题：多国青年电力工程师来华学习交流绿色能源转型 新华社记者胡拿云 来自英国、秘鲁等6个国家的10名青年电力工程师日前结束了在中国为期4周的学习，这是国际大电网委员会举办的全球首次青年工程师实习交流活动。在南 方电网广东广州供电局的学习经历，令青年工程师们对中国的清洁能源转型与数字电网技术印象深刻。 交流期间，青年工程师们深入广州10余处电网示范工程现场，实地参观了多项前沿电网技术，详细了解中国在推动能源转型、构建新型电力系统方面的具体 方案与最新实践。 "太不可思议了！这就像给电网装上了'神经中枢'。"在广州南沙电鸿物联网示范区，来自塞尔维亚输电公司的科维察·比比奇在"电鸿3.0"操作系统前驻足赞 叹。作为中国先进的电力物联操作系统，电鸿广泛连接源荷网储各环节，让一套系统覆盖不同类型、不同品牌的电力设备，实现海量终端数据互联互通。 "这是我看过最完整的绿色转型样板。"在广州南沙小虎岛电氢智慧能源站，来自秘鲁的约翰·弗洛雷斯目睹了从绿电制氢到固态储运、再到高效利用的全链 条闭环。他表示，这些诠释了中国在智能配电、氢能储能等领域 ...

Core Insights - The report titled "Research on Business Models for Distributed Energy Storage Development" indicates a significant acceleration in the development of distributed energy storage in China, with installed capacity increasing over fivefold from 570 MW in 2019 to 3,638 MW by the third quarter of 2025 [1][2] Group 1: Market Trends - The six major application scenarios for distributed energy storage include industrial and commercial storage, distributed photovoltaic storage, green electricity direct connection, area storage, virtual power plants, and charging and swapping stations [1][2] - Industrial and commercial storage is the most mature model, primarily relying on time-of-use electricity price arbitrage, but its economic viability is significantly influenced by regional price difference policies [2] Group 2: Challenges and Recommendations - The current business models for distributed energy storage are still in the exploratory phase, facing challenges such as insufficient policy continuity, single revenue sources, inadequate safety standards, and lack of cost guidance mechanisms [2][3] - To enhance the utilization and economic viability of distributed energy storage, the report recommends widening the time-of-use electricity price gap, improving demand response mechanisms, and strengthening safety standards and fiscal support from 2025 to 2027 [3] Group 3: Future Development - From 2028 to 2030, the focus will shift towards deepening electricity market reforms, improving dynamic adjustment mechanisms for time-of-use pricing, and exploring the capacity and ancillary service values of distributed energy storage [3] - Experts at the seminar believe that with advancements in technology, economics, and safety, distributed energy storage will see widespread application during the 14th Five-Year Plan period, playing a crucial role in enhancing China's new power system and overall national strength [3][4] Group 4: Industry Perspectives - The value of distributed energy storage is becoming increasingly diverse, transitioning from simple peak-valley arbitrage to supporting distributed renewable energy consumption and grid stability [4] - Distributed energy storage is recognized as a key link connecting sources, grids, and loads, moving from demonstration projects to large-scale applications, thus becoming an important force in promoting energy transition and enhancing grid flexibility [4]

12月17日下午，"电亮内蒙古能创'十五五'——内蒙古电力集团助力自治区高质量发展圆桌分享会"在内 蒙古呼和浩特市成功举办。本次圆桌分享会作为2025"读懂内蒙古"年会配套活动之一，旨在总结内蒙古 电力集团"十四五"发展成就，共商"十五五"高质量发展新路径，为内蒙古现代化建设贡献电网力量。 内蒙古电力集团党委宣传部（党委统战部）部长杜旻昊在致辞中表示，集团正锚定建设世界一流现代化 能源服务企业目标，牢固树立使命担当、主动服务、实干快干"三个理念"，充分发挥自治区能源产业和 国资国企的主力军作用，在加快构建新型电力系统、服务能源保供大局、优化用电营商环境、促进地方 经济社会发展方面持续发力。 来自内蒙古电力集团计划发展部、企业管理部、生产技术部等相关负责人，以及内蒙古电力集团包头供 电公司、鄂尔多斯供电公司、乌兰察布供电公司等相关负责人围绕"'十四五'收官成就与'十五五'开局思 路"这一主线，从顶层设计与落地实践两个维度，展开深入的交流与分享。 分享中提到一系列扎实成就，成为内蒙古电力集团"十四五"砥砺奋进的生动注脚：累计纳规500千伏主 网架工程135项，累计完成投资1359亿元，提前一年建成"四横五纵"50 ...

17日下午，"电亮内蒙古能创'十五五'——内蒙古电力集团助力自治区高质量发展圆桌分享会"在呼和浩 特市召开。作为2025"读懂内蒙古"年会配套活动之一，本次圆桌分享会总结了"十四五"期间内蒙古电力 集团全力打造新型电力系统建设"蒙西样板"的实践和成效，并对"十五五"发展重点和方向进行展望。 打造新型电力系统建设"蒙西样板" 近年来，内蒙古依托积极的能源转型，实现从传统能源大省到新能源强省的华丽转身。这其中，内蒙古 电力集团发展的"含绿量"十分亮眼。据介绍，截至2025年11月底，内蒙古电力集团经营区电力总装机 1.53亿千瓦，其中新能源装机突破9000万千瓦，占比超60%；今年前11个月，内蒙古电力集团新能源发 电量超过1100亿千瓦时，占发电总量的近36%。 在电网建设方面，内蒙古电力集团提前一年建成"四横五纵"500千伏主干网架，并在今年进一步跃升 为"四横六纵"格局，电网"西电东送""南北互济"和区域供电能力大幅提升，外送电量覆盖10个省市，预 计2025年内蒙古电力集团售电量将超3400亿千瓦时，较"十三五"末增长约48%。 "十四五"时期，内蒙古电力集团构建起覆盖输电、变电、配电、通信四大专业的智能 ...

Core Viewpoint - The announcement of China's electricity consumption exceeding 10 trillion kilowatt-hours by 2025 marks a significant milestone, reflecting the robust growth and resilience of the Chinese economy, as well as the transition towards a greener energy structure [1][4][8]. Group 1: Electricity Consumption Milestones - In 2025, China's total electricity consumption is projected to surpass 10 trillion kilowatt-hours, equivalent to the combined annual electricity consumption of the USA, India, Russia, Japan, Brazil, and Canada [1]. - China experienced its first monthly electricity consumption exceeding 1 trillion kilowatt-hours in July and August of this year, showcasing the country's strong economic pulse and transition towards a greener economy [4]. - Historical milestones in electricity consumption include surpassing 1 trillion kilowatt-hours in 1996, 5 trillion in 2011, and 8 trillion in 2021 [4]. Group 2: Economic Growth Indicators - Multiple international institutions have raised their economic growth forecasts for China in 2025, with the World Bank, IMF, and ADB adjusting their predictions upward by 0.4, 0.2, and 0.1 percentage points respectively [8]. - In the first three quarters of this year, China's GDP growth rates were 5.4%, 5.2%, and 4.8%, indicating a sustained economic recovery that has driven an increase in electricity consumption [11]. Group 3: Sectoral Electricity Consumption Trends - The primary industry saw a 10.2% year-on-year increase in electricity consumption in the first three quarters, reflecting trends in agricultural modernization [15]. - The secondary industry contributed 51% to the overall electricity consumption growth, with a 5.1% increase in the third quarter, driven by high-tech and equipment manufacturing sectors [15]. - The internet and related services sector experienced a remarkable 29.8% year-on-year growth in electricity consumption, with specific regions like Guizhou showing a 72.92% increase [17]. Group 4: Power Supply Capacity - This summer, China's power load broke historical highs multiple times, demonstrating the resilience of the electricity supply system [18]. - China's power generation capacity accounts for one-third of the global total, with a projected increase to 3.8 billion kilowatts by 2025, reflecting a 14% year-on-year growth [21]. - The construction of large clean energy bases in western regions and the "West-to-East Power Transmission" initiative have significantly enhanced electricity supply capabilities [26]. Group 5: Energy Transition and Modernization - The electrification ratio of terminal energy use in China has reached approximately 30%, surpassing that of major developed economies [29]. - By the end of October this year, renewable energy capacity exceeded 2.2 billion kilowatts, accounting for nearly 60% of the total installed capacity, with wind and solar power installations surpassing thermal power [33]. - The development of new energy technologies, including advancements in solar and wind power, is accelerating, with significant reductions in costs and improvements in efficiency [39].

Core Viewpoint - Southern Power Grid plays a crucial role in the construction of Hainan Free Trade Port, marking a significant upgrade in Hainan's power grid with the launch of the 500 kV main network, enhancing the region's energy supply capabilities and supporting the clean energy island initiative [1][3]. Group 1: Infrastructure Development - The 500 kV main network project connects 14 cities and counties in Hainan, achieving a maximum transmission capacity exceeding 3.5 million kW, which is four times that of the previous 220 kV lines [3]. - The project is designed to withstand severe weather conditions, adhering to the highest standards for typhoon resistance, thereby significantly improving disaster resilience [3][5]. - Southern Power Grid has invested a total of 46.5 billion yuan over the past eight years to enhance power supply security and disaster resistance in Hainan, with plans to invest an additional 46 billion yuan during the 14th Five-Year Plan period [1][4]. Group 2: Energy Transition and Future Plans - By 2025, Hainan's clean energy installed capacity is expected to reach 87.1%, with clean energy generation accounting for 73.03% of total power generation, positioning Hainan as a leader in energy transition [4]. - The province aims to achieve a total installed capacity of 48.95 million kW by the end of 2030, with renewable energy sources like wind and solar expected to account for 55% of this capacity [4]. - Southern Power Grid plans to enhance interconnection with Guangdong and develop a flexible power exchange project, which will increase power supply reliability and system resilience by 50% [3][5]. Group 3: Strategic Goals and Support for Development - Hainan's strategic goals include becoming a clean energy island and a demonstration province for new power systems by 2030, with a focus on a power supply system primarily based on renewable energy [4]. - The energy infrastructure is being developed to support the rapid growth in electricity demand, projected to reach 88 billion kWh by the end of the 14th Five-Year Plan, with an annual growth rate of 10.3% [3][4]. - Southern Power Grid is committed to building a robust digital power grid that integrates large-scale offshore wind power and distributed energy resources, ensuring energy security for Hainan's development [5].

Group 1 - The Guangzhou Municipal Government has issued the "Beautiful Guangzhou Construction Planning Outline (2025-2035)", which emphasizes the acceleration of building a new power system [1] - The plan includes enhancing the flexibility of the power system, managing electricity demand, and gradually integrating flexible resources such as public buildings, electric vehicle charging facilities, new energy storage, and virtual power plants [1] - Huayuan Securities believes that energy storage, as a crucial flexible resource for the new power system, is in a key development stage supported by policies and improving business models, with expected growth in installed capacity driven by improved returns [1] Group 2 - The energy storage industry is experiencing strong supply and demand dynamics, with domestic and international demand resonating, leading to a situation where "one core is hard to find" in new energy storage [1] - Leading battery companies are operating at full capacity, and battery prices continue to rise, indicating that the supply chain has overall price transmission capability [1] - The energy storage demand is rapidly growing globally, driven by policy support, rigid demand, and improved economics, with a forecast of 402 GWh of global energy storage installed capacity by 2026, representing a year-on-year growth rate of approximately 53% [2]

新闻聚焦 ◐市场监管总局公布居民水电气表计量管理典型做法。 12月16日，市场监管总局办公厅发布通知，公布了居民水电气表计量管 理的1 0个典型做法。这些做法旨在通过技术赋能、能力建设、社会共治、依法治理和数字化治理等方面的创新实践，解决居民水 电气计量和收费问题，提升计量监管水平，增强人民群众的获得感、幸福感、安全感。 ◐ 新纪录！20 25年全国全社会用电量预计首超1 0万亿千瓦时。 据 新 华社 12月 15 日 报道 ，从 20 26 年 全国 能源工作 会议获 悉 ， 2 0 25年全国全社会用电量预计首超10万亿千瓦时。这是我国2 01 5年全年全社会用电量的约两倍，且高于欧盟、俄罗斯、印度、 日本去年全社会用电量的总和。这一量级在全球范围内尚属首次。这标志着我国用电规模稳居世界首位，更成为中国经济与能源 发展进程中的重要里程碑。 【更多详情】 ◐ 《全国工业领域电力需求侧管理典型案例（2 025年）》公布。 1 2月1 6日，工信部公布《全国工业领域电力需求侧管理典型案 例（2025年）》。其中，有34家企业和30项产品（技术）列入典型案例名单。 【更多详情】 国内新闻 ◐ 我国首个量产生物甲醇 ...

Core Viewpoint - The global market for BOPP (Biaxially Oriented Polypropylene) films is highly concentrated in regions like Japan and Europe, where overseas manufacturers hold a technological advantage and dominate the high-end capacitor film market. Domestic manufacturers in China have developed later and primarily produce medium and thick films, leading to a significant gap in high-end ultra-thin electric-grade films, which are in high demand from downstream sectors like new energy vehicles and renewable energy [1]. Industry Summary - The global production capacity of electric-grade BOPP films is heavily concentrated in Japan and Europe, with these regions maintaining a leading position in technology and talent [1]. - Overseas manufacturers have established a strong foothold in the high-end capacitor film market, benefiting from early market entry and extensive technical reserves [1]. - The domestic BOPP film industry in China has achieved scale production but primarily focuses on medium and thick films, resulting in a long-term capacity shortfall for high-end ultra-thin films [1]. - There is a high dependency on imported products among downstream film capacitor manufacturers in China, with only a few local companies capable of mass production of high-end ultra-thin films [1].

12月12日，"金杯电工2025年度新产品鉴定验收会"在金杯电工股份有限公司集团总部圆满举行，7项新产品通过验收。经湖南省工信厅委托，验收会由衡 阳市工信局、湘潭市工信局联合长沙市湘江新区科创局主持，上海电缆研究所有限公司、上海国缆检测股份有限公司、武汉市特种设备检验检测研究院、 国家电网湖南省公司、湖南省电线电缆产品质量监督检验中心、中南大学、长沙理工大学的专家出席了会议；金杯电工集团总裁周祖勤、产业发展研究院 副院长兼电缆产业中心技术负责人阳文锋、电缆产业中心运营总监唐桂良、金杯电工股份有限公司麓谷事业部总经理刘慧、金杯电工衡阳电缆有限公司副 总经理胡少中、金杯电工电磁线有限公司副总经理匡美周等领导、各事业部技术部门负责人及相关人员参加了此次省级新产品鉴定验收会。 最后，总部产业发展研究院副院长兼电缆产业中心技术负责人阳文锋先生致辞，向本次参会的专家及领导致以最真挚的感谢，并强调，金杯电工将不断强 化企业创新和研发能力，把握市场机遇，持续推进行业高质量发展！ 12月12日，"金杯电工2025年度新产品鉴定验收会"在金杯电工股份有限公司集团总部圆满举行，7项新产品通过验收。经湖南省工信厅委托，验收会由衡 阳 ...