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沪藏成功达成首次绿电交易
Xin Hua She· 2025-09-08 02:53
Core Insights - The successful completion of the first green electricity transaction between Shanghai and Tibet, with a total transaction volume of 7.85 million kilowatt-hours, marks a significant milestone in regional green energy cooperation [1] - This transaction is the first cross-regional green electricity delivery following the expansion of the Chaila DC Phase II project, highlighting the role of a unified national electricity market in optimizing the allocation of green energy resources [1] - The transaction involved 37 market participants, including major power generation groups such as China Huadian, China Huaneng, State Energy Group, and others, facilitating the stable delivery of clean energy from Tibet to Shanghai [1] Group 1 - The transaction fills a gap in green electricity cooperation between Shanghai and Tibet, showcasing the potential for cross-regional collaboration in renewable energy [1] - The transaction utilized two transmission paths to deliver clean electricity from Tibet, effectively leveraging the surplus capacity of cross-regional transmission channels [1] - Shanghai aims to deepen cooperation with renewable energy-rich regions like Tibet, using this initial transaction as a foundation for future clean energy deliveries [1]
盐边县城进入管道天然气时代
Zhong Guo Neng Yuan Wang· 2025-09-08 02:00
"嗒",9月5日上午,盐边县城居民潘赛兰拧开燃气灶旋钮,蓝色火焰在炉灶上跳跃起来,至此,盐边居民开启了绿色、便捷生活的新篇章。 管道气通达前,盐边县城民用、商业能源主要是液化石油气、电力等。近年来,盐边县抓住"缅气入攀"的机遇,加快推进管道天然气应用工作。 2020年2月,市发展改革委会、交通运输局、城市执法局等多部门促成天然气管道"借桥过江"项目建设,"缅气"成功通达盐边县安宁工业园,为盐边县打造 世界级钒钛新材料产业集群注入了强劲动力。随即盐边县携手川港公司,启动"气化盐边"项目。 "气化盐边"项目是重点民生工程,也是川港公司建设攀枝花"全市一张网"、实现"气化全攀"的重要一环。该项目于2023年12月6日开工建设,其主体工程包 括盐边县供气工程、盐边县城区连接管道工程和零星用户管线连接工程(2025 年)至盐边县铁路绕行段等4个项目,全长17.834公里,设计规模 2.2万立方 米/天。 项目建设过程中,管道敷设的作业面经过梯级芒果台地、多处穿越人行道及市政道路、多次与城区已建老管道连头,克服了地形起伏变化大、作业面差、施 工难度大、协调难度大等多重困难,项目建设人员加班加点赶工期、追进度,优质高效地完 ...
探访我国首个获得核准的“沙戈荒”新能源外送工程
Zhong Yang Ji Wei Guo Jia Jian Wei Wang Zhan· 2025-09-08 01:03
Core Points - The "Ningdian Ruxiang" project is China's first approved "Shagao Desert" renewable energy transmission project, capable of delivering over 36 billion kilowatt-hours of electricity annually from Ningxia to Hunan, meeting the annual electricity needs of over 10 million households [1][2] - This project is part of China's strategy to accelerate the construction of a new energy system and enhance the capacity for "West-to-East" electricity transmission [1][2] Group 1: Project Overview - The "Ningdian Ruxiang" project is a ±800 kV UHVDC transmission line spanning 1616 kilometers, with a transmission capacity of 8 million kilowatts [2][3] - It is a key project in the "14th Five-Year" electricity development plan, contributing to a comprehensive UHV transmission network in China, with total investments exceeding 380 billion yuan and 19 UHV projects under construction [2][3] Group 2: Technical Aspects - UHV transmission lines have significant advantages, including three times the capacity of ordinary lines, long-distance transmission capabilities, and lower loss rates of approximately 4% to 5% [3][4] - The project faces design and construction challenges due to diverse geographical conditions, requiring tailored solutions for seismic zones, weak soil areas, and river crossings [4][5] Group 3: Equipment and Automation - All equipment for the project is domestically manufactured, including high-end converter transformers, which are crucial for the UHV system [5][6] - The project utilizes advanced automation and intelligent monitoring systems to ensure efficient operation and real-time adjustments based on grid demands [7][8] Group 4: Environmental Considerations - The project emphasizes green energy, with over 70% of the installed capacity coming from renewable sources, including 4 million kilowatts of wind power and 9 million kilowatts of solar power [8][9] - Measures are in place to mitigate environmental impacts, including wastewater treatment and noise reduction strategies, ensuring compliance with ecological standards [9][10] Group 5: Operational Impact - The project has already demonstrated its capability during peak electricity demand periods, with a trial operation achieving a delivery capacity of 4 million kilowatts [10] - Once fully operational, the project will provide 1/6 of Hunan's electricity needs, significantly enhancing the region's power supply stability [10]
ST帕瓦:公司及董事张宝涉嫌信披违规被立案;罗博特科:拟发行H股股票丨新能源早参
Mei Ri Jing Ji Xin Wen· 2025-09-07 23:17
Group 1 - Dongfang Electric Heat expects significant growth in silicon-carbon anode material equipment in 2026, with a manufacturing cycle of 3-4 months and installation taking about 2 months [1] - The company currently has a stable order of approximately 2,000 tons per month for pre-plated nickel materials, primarily supplying an international battery company [1] - The international battery company plans to significantly increase its procurement volume in 2026, and a leading domestic battery company is also expected to make breakthroughs in purchasing pre-plated nickel materials from Dongfang Electric Heat [1] Group 2 - Robotech plans to issue H-shares and list on the Hong Kong Stock Exchange to support its "clean energy + semiconductor" dual-driven development strategy [2] - This move aims to accelerate capacity enhancement and global service capabilities, enhancing the company's competitiveness and ability to raise funds abroad [2] - The details of the H-share issuance and listing are still under discussion with relevant intermediaries [2] Group 3 - ST Pava and its director Zhang Bao are under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [3] - The company asserts that its daily operations remain normal and that the investigation will not have a significant impact on its production and operations [3] - The company will cooperate with the regulatory authority and adhere to information disclosure obligations [3]
中国发现价值万亿“金矿”,专家预计可用3900年,世界多国求合作
Sou Hu Cai Jing· 2025-09-07 20:24
山东威海发现了一个巨大的"金矿",专家们对此兴奋不已。 不过这个"金矿"并不是大家想象中的金子,而是更加珍贵的能源。 山东威海有什么如此珍贵的资源? 它又将会为中国的发展带来怎样的影响? 在山东威海的地下埋藏着一种叫做干热岩的"矿石",它的温度高达150℃以上。 这些干热岩并不是直接冒着火焰的岩石,而是通过热量的传导,导致其表面温度异常高的岩石。 首先,科学家们需要找到合适的方法将其挖掘出来,并进行有效的转化。 其次,在干热岩的高温环境下进行作业也存在一定的风险,需要采取相应的安全措施。 专家们经过多年的研究,对干热岩的开发利用进行了深入探讨。 他们发现,在干热岩中蕴藏着大量的热能,可以通过深井打钻的方式将其提取出来。 当热量从干热岩中流出时,可以通过热交换器将其转化为蒸汽,进而驱动涡轮发电机产生电能。 然而,干热岩的开采和利用过程也面临着诸多挑战。 首先,科学家们需要解决深井打钻技术的问题。 科学家们通过研究发现,这些干热岩中蕴藏着巨大的能源潜力。 如果能够将其开发利用,将能为人类提供源源不断的清洁能源。 然而,开发利用干热岩并非易事。 然而,尽管面临着诸多挑战,专家们对干热岩的前景依然充满信心。 他们坚信 ...
罗博特科筹划港股上市 夯实全球化战略发展
Zheng Quan Shi Bao Wang· 2025-09-07 10:53
Core Viewpoint - Robotech plans to issue H-shares and list on the Hong Kong Stock Exchange to support its dual-driven strategy of "clean energy + semiconductor" and enhance its global competitiveness [1][2] Group 1: Company Strategy - Robotech focuses on emerging industries, providing efficient battery core equipment and intelligent whole plant solutions for the photovoltaic cell industry [1] - The company aims to enhance its global service capabilities and accelerate capacity expansion to meet the rapid development of domestic and international markets [1][2] Group 2: Financial Performance - Robotech's stock price is at a historic high since its listing in 2019, with a market capitalization exceeding 40 billion yuan as of September 5 [2] - The company is actively expanding its overseas business, particularly in the growing Indian market, which is a significant factor in its decision to pursue a Hong Kong listing [2] Group 3: Market Context - The Hong Kong IPO market has seen significant growth, with A+H listings accounting for over 70% of total fundraising, positioning it as a leading global IPO market [3] - As of June 30, 2025, 43 out of 44 A+H listing applicants were large A-share companies with market values exceeding 10 billion yuan [3]
海阳核电二期工程里程碑节点完成过半
Yang Shi Xin Wen· 2025-09-07 02:13
本次吊装的是核岛钢制安全壳最后一个模块。筒体端直径约40米,重约658吨,经过起钩、悬停、旋转、带载行走等一系列动作, 历时3个多小时顺利就位。 海阳核电二期工程现场负责人张忠伟介绍,至此,二期工程项目里程碑节点已完成过半。2027年全面投运后,海阳核电4台机组年 发电量可达400亿度,能够满足山东省一半居民生活用电需求。 记者昨天(6日)从国家电投集团获悉,海阳核电4号机组核岛钢制安全壳模块吊装就位,反应堆厂房顺利实现封顶,标志着4号机 组主设备安装进入全新阶段。 海阳核电规划6台机组,2032年全面投运后,海阳核电年发电量可达609亿度,约可满足7000万居民全年生活用电需求,每年可节约 标煤消耗1856万吨,减排二氧化碳4863万吨,同时供热能力将达1.6亿平方米,可满足25个县级市的清洁取暖需求。 (总台央视记者 古峻岭 宋建春) 国家电投海阳核电二期工程3、4号机组是国家"十四五"规划重点项目,目前已按计划完成32个项目里程碑节点。 ...
龙虎榜复盘 | 光伏板块迎机构集体布局,游资9亿爆买一PCB龙头股
Xuan Gu Bao· 2025-09-06 02:26
Group 1: Market Activity - A total of 35 stocks were listed on the institutional leaderboard, with 19 stocks experiencing net buying and 16 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions were Jinlang Technology (2.72 billion), Tianfu Communication (2.12 billion), and Deyue Shares (1.94 billion) [1] Group 2: Stock Performance - Jinlang Technology (300763.SZ) saw a price increase of 19.99% with 3 buyers and 1 seller [2] - Yinian Lithium Energy (300014.SZ) experienced a price rise of 16.59% with 3 buyers and 4 sellers [2] - Deyue Shares (605117.SS) had a price increase of 10.00% with 2 buyers and 1 seller [2] Group 3: Industry Developments - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued a plan for the electronic information manufacturing industry for 2025-2026, focusing on high-quality development in the photovoltaic sector and regulating low-price competition [3] - Jinlang Technology specializes in the photovoltaic power generation sector, with core businesses in photovoltaic inverters and distributed photovoltaic power generation [3] Group 4: Solid-State Battery Progress - Recent advancements in solid-state batteries were reported by several companies, including Funeng Technology, which completed the first generation of sulfide all-solid-state battery samples [4] - Yiwai Lithium Energy announced the establishment of a production base for solid-state batteries, with the "Longquan No. 2" all-solid-state battery successfully produced [4] - XianDao Intelligent reported a net profit of approximately 740 million, a year-on-year increase of 61.19%, with a projected 30% of solid-state equipment orders expected by 2025 [4]
蒙东地区三项风光储能基地项目送出工程顺利开工
Zhong Guo Neng Yuan Wang· 2025-09-05 23:32
Core Insights - The Inner Mongolia Autonomous Region has initiated the construction of three large-scale wind and energy storage projects, totaling an investment of 371 million yuan [1] - These projects are expected to enhance the renewable energy integration capacity in the eastern Inner Mongolia region [1] Investment and Infrastructure - The three projects involve the construction and expansion of two 500 kV substations and the installation of 110.3 kilometers of 500 kV transmission lines, along with the erection of 268 iron towers [1] - The projects are scheduled to be operational by November 30, 2025, contributing approximately 8.67 billion kWh of clean electricity annually [1] Environmental Impact - The annual output of these projects is projected to save 2.6295 million tons of standard coal and reduce carbon dioxide emissions by 11.22 million tons [1] - The projects will also generate an estimated annual output value of 2.4 billion yuan [1] Strategic Importance - These initiatives are expected to enhance cross-regional power support capabilities and promote the clustering of clean energy industries [1] - The projects align with Inner Mongolia's goal of becoming a significant energy and strategic resource base for the nation [1]
浙江构建智能充电服务网络
Jing Ji Ri Bao· 2025-09-05 22:14
Core Viewpoint - The launch of the G25 Changshen Expressway charging station in Zhejiang represents a significant advancement in the province's electric vehicle charging infrastructure, showcasing the integration of renewable energy and smart charging technologies. Group 1: Charging Infrastructure Development - The G25 Changshen Expressway charging station features 108 high-power fast charging piles, with 40 supercharging piles capable of reaching a maximum power of 600 kW, enabling a charging speed of nearly "1 second for 1000 meters" [1] - The station can meet the efficient charging needs of over 3000 electric vehicles daily, promoting connectivity in the core intercity green corridor of the Yangtze River Delta [1] - As of now, Zhejiang has built 433 charging stations and 2645 charging piles on its expressways, achieving full coverage of charging facilities across the province [2] Group 2: Integration of Charging and Tourism - The Ma Station tourism distribution center has been developed as a comprehensive demonstration project combining charging and cultural tourism, featuring 178 public charging piles with a maximum power of 30 kW [3] - The center allows users to charge their vehicles while enjoying local culture and shopping, enhancing the overall travel experience [3] Group 3: Social Charging Resource Development - A strategic partnership between State Grid (Shaoxing) Electric Vehicle Service Co., Ltd. and Zhejiang Jinggong Power Technology Co., Ltd. aims to connect over 1600 social charging piles to the State Grid E-charging platform, marking the largest single-enterprise connection in Zhejiang [4] - This initiative is expected to provide over 500,000 charging services annually for electric vehicle users, significantly improving the efficiency of social charging resource utilization [4]