(年中经济观察)全球最大"电力超市"到来 中国统一电力市场渐近 中新社北京7月3日电 (记者 王梦瑶)2025年过半，中国全国统一电力市场建设迈出关键一步。 6月底，中国南方区域电力市场启动连续结算试运行，从之前只是按周、按月等短期开展交易变成可以 每天不间断交易。现在，买卖双方可以在这个"电力超市"里根据需求随时跨省区买卖电力。 南方区域电力市场是中国首个连续运行的区域电力市场，交易范围覆盖广东、广西、云南、贵州、海南 五省区。它还是全球规模最大的统一出清电力现货市场，转为连续结算后，预计日均交易规模达38亿千 瓦时，超过英国、法国、德国用电量规模总和。 清华大学教授、能源经济资深专家夏清说，这么多市场要素一起出清，是一个世界性的难题。区域市场 最大的意义在于，电力市场规则不再由各省级政府来制定，而是在统一的规则下让市场资源要素流动起 来。 来源：中国新闻网 编辑：万可义 广告等商务合作，请点击这里 这将打破省份间壁垒，扩大市场资源配置范围。在跨省的"电力超市"里，电力价格和普通商品一样受供 需影响，呈现出用电高峰时价高、用电低谷时价低，电力紧缺区域价高、电力富余区域价低的特点。 由此，价格"指挥棒"将发挥 ...

问：公司 2024 年海外项目实现收入约 45.5 万元，2025 年计划成立境外分公司 主要为拓展哪些业务？ 证券代码：300105 证券简称：龙源技术 烟台龙源电力技术股份有限公司 投资者关系活动记录表 | 编号：2025-05 | | --- | 投资者关系活 动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称 及人员姓名 华泰证券：王玮嘉 时间 2025年7月3日 9:00-10:00 地点 公司本部会议室 上市公司接待 人员姓名 总会计师兼董事会秘书 刘克冷、证券事务代表 宫文静 投资者关系活 动主要内 介绍 问：公司与火电厂直接签约的项目，属 EP（设计、采购）还是 EPC（设计、采 购及施工）类？ 答：公司与火电厂直接签约的项目直接供货、EP、EPC 类都有。 问：公司等离子体点火业务近几年签约和收入情况如何？ 答：为配合国家能源政策，近几年基建机组项目审批加快，由此新增一批基建 等离子点火项目，该业务近几年签约呈现增长。由于基建项目建设周期长，等 离子体点火业务收入确认时间与签约时间存在较长时间间隔。 问：公司 2025 年确认收入的订单 ...

6月，内蒙古独立新型储能电站集中开工，新型储能项目建设进入快车道。 6月26日，乌兰察布市察右中旗100万千瓦／600万千瓦时独立新型储能电站项目正式开工；6月28日，鄂 尔多斯市谷山梁3吉瓦/12.8吉瓦时储能电站项目群开工建设；同日，呼伦贝尔市阿荣旗100万千瓦／400 万千瓦时构网型储能站项目正式开工建设；6月30日，内蒙古首个百万千瓦级压缩空气储能项目——乌 兰察布旗下营105万千瓦／630万千瓦时新型储能项目举行开工仪式。 在政策支持下，内蒙古新型储能建设成果显著。2024年，内蒙古加快规划建设新型电力系统，推动新型 储能规模快速增长，全区新增建成新型储能装机规模708万千瓦，同比增长246%，累计建成新型储能装 机突破1000万千瓦、达到1032万千瓦，位居全国第一。 新型储能电站建设的加速推进，不仅有助于解决可再生能源的消纳问题，还将增强电网的稳定性和灵活 性，为能源转型提供坚实支撑，助力构建新型电力系统，更好地发挥国家重要能源基地的作用。 随着已开工新型储能电站项目陆续建成，内蒙古有望在新型储能建设方面继续引领全国发展。 （文章来源：新华财经） 作为国家重要能源和战略资源基地，内蒙古正积极推动 ...

Core Viewpoint - The latest opinion issued by the National Development and Reform Commission and the National Energy Administration aims to enhance the "access to electricity" service level in China, targeting a modernized electricity business environment by 2029, which includes convenience, high-quality supply, green electricity, inclusive services, and collaborative regulation [1][2]. Group 1: Service Improvement Initiatives - The new opinion emphasizes consolidating and enhancing the "three zeros" service (zero investment, zero approval, zero on-site visit) for low-voltage electricity access, expanding it to private economic organizations with a capacity of 160 kW and below [2]. - The process time for low-voltage electricity access is set to be no more than 5 working days for projects without external power lines and no more than 15 working days for those with external power lines [2]. - Temporary and mobile electricity needs in scenarios such as spring irrigation, tea roasting, and night markets will be addressed through "scan-to-use" models, providing quick access without installation [2]. Group 2: Green Electricity Promotion - The opinion supports the integration of green electricity by requiring provincial energy authorities to assess and publicly disclose the capacity for distributed photovoltaic connections to the grid, promoting the coordinated development of distribution networks and distributed renewable energy [2]. - Power supply companies are encouraged to guide key energy-consuming units to utilize green electricity, thereby stimulating the overall consumption potential of green electricity in society [2]. - Local energy authorities are tasked with optimizing the electricity access service mechanism for electric vehicle charging facilities, simplifying application materials for residential users, and continuously improving service efficiency [2]. Group 3: Infrastructure and Service Quality Enhancement - The opinion calls for the use of relevant support policies to systematically improve power supply facilities in areas with weak service, such as old residential communities and urban villages, ensuring compliance with standards [3]. - Local authorities are urged to ensure that construction units maintain high quality in electrical engineering during project acceptance, guiding power supply companies to expedite the construction of supporting grid projects [3]. - The National Energy Administration indicates that the opinion aims to establish a modernized electricity business environment that aligns with new economic and social development requirements, enhancing the role of "access to electricity" in supporting high-quality economic growth [3].

Group 1 - The National Energy Administration has initiated pilot projects for the construction of a new power system, focusing on seven key areas including grid-based technology, system-friendly renewable energy plants, smart microgrids, and virtual power plants [1] - The collaboration between computing power and electricity is emphasized, particularly in regions with favorable energy resources, aiming to enhance the green electricity supply for data centers and improve energy efficiency through innovative technologies [1] - The notification encourages the exploration of a "green electricity aggregation supply" model to increase the proportion of green electricity used by data centers and improve the overall coordination between energy supply and demand [1] Group 2 - In the new generation coal power sector, the notification outlines the promotion of pilot projects that meet clean carbon reduction and efficient regulation criteria, encouraging both existing and new units to participate [2] - The notification stresses the need for energy regulatory bodies to reform mechanisms and policies to facilitate the implementation of pilot projects, utilizing funding channels like long-term special bonds to support eligible projects [2] - The National Energy Administration will prioritize the allocation of coal power capacity for pilot projects within the established coal power planning framework, supporting the integration of new generation coal power with renewable energy [2] Group 3 - A recent meeting in Kunming focused on enhancing the design of the electricity market and advancing the construction of a unified national electricity market by 2025, with an emphasis on integrating renewable energy into the market [3] - The meeting highlighted the need for continuous operation of electricity spot markets across provinces and regions, aiming to create a robust framework for electricity market operations [3] - The goal is to ensure that by 2025, a preliminary unified national electricity market is established, facilitating the participation of renewable energy sources [3]

Group 1 - The National Energy Administration (NEA) aims to help private enterprises reduce operational costs by providing free energy monitoring, efficiency diagnosis, and consulting services [1] - The NEA encourages market participants to engage in comprehensive energy services, including energy management and energy-saving renovations, to lower overall energy costs for private enterprises [1] - The NEA and the National Development and Reform Commission (NDRC) released an opinion to enhance the electricity service environment, targeting a modernized electricity business environment by 2029 with five key goals [1] Group 2 - The NEA anticipates that electricity supply will generally be secure during the upcoming summer peak demand period, although some regions may experience tight supply during peak hours [2] - The NEA's strategy includes flexible supply measures, monitoring and early warning systems, and enhancing cross-regional electricity optimization to ensure stable electricity supply during peak demand [2]

Core Insights - Jilin Province has successfully completed its first month-long trial settlement of the electricity spot market, marking a significant breakthrough in the construction of a unified national electricity market system [1] - The electricity spot market reflects real-time price fluctuations based on supply and demand, encouraging flexible adjustments from both generation and consumption sides, thereby enhancing system regulation efficiency and reducing electricity costs [1] Group 1: Market Participation and Mechanisms - A total of 309 market entities and 83,700 market-oriented users participated in the trial run, indicating strong engagement in the new market structure [1] - The market mechanism allows for real-time price adjustments, with prices rising during peak demand to incentivize increased generation and falling during low demand to encourage consumption [1] - Jilin has become the first province in Northeast China to allow renewable energy companies to participate in frequency modulation markets through a "quantity reporting and pricing" mechanism [1] Group 2: Benefits to Participants - Companies have reported significant cost savings; for instance, a company reduced its average electricity purchase price by 0.045 yuan per kilowatt-hour, resulting in savings of over 870,000 yuan over a week [2] - The trial period demonstrated the value of time-sensitive electricity pricing, with significant price differences observed between regions rich in renewable energy and load centers [2] - During the month-long trial, 262.11 million data interactions were completed, supporting the settlement of approximately 5.262 billion kilowatt-hours of spot electricity, validating the market's operational capabilities [2]

电解铝观点更新 20250702 摘要 2025 年上半年国内原铝表观需求同比增长 4.5%，虽低于去年同期，但 仍超预期，主要受益于流水转化率提升、光伏抢装和抢出口共振，以及 废料供应紧张。 光伏产业对电解铝需求影响复杂，上半年光伏抢装增加原铝需求，但全 年来看，光伏组件对原铝需求同比减少 30 万吨，拖累铝需求增速约 0.7 个百分点。 新能源汽车行业表现强劲，预计全年销量同比增长 30%，汽车用铝增量 同比增加 54 万吨，贡献原铝消费增速约 1.2 个百分点，与去年基本持 平。 受出口退税和关税影响，1-5 月份微断达的铝及其制品累计出口量同比 下降 4.4%，但降幅收窄，全年出口量预计增加 10 万多吨，对全年需求 贡献约 0.5 个百分点。 电力领域投资增长显著，1-5 月新增 220kV 以上线路长度累计同比增长 近 30%，带动铸造业产量同比增长 12%左右，贡献显著。 Q&A 天丰金属公司在过去两年的盈利表现如何？ 天丰金属公司在过去两年中，利润增长速率显著提升，分红比例也有所增加， 整体盈利水平保持稳定。这一扩张周期使得公司表现出色，与港股的中国红桥、 A 股的中葡实业、云铝天山等优秀公司 ...

Core Insights - The UK is facing a significant backlog in renewable energy projects awaiting grid connection, with over 770 GW of projects pending, far exceeding the current installed capacity of around 60 GW [1] - The average waiting time for renewable energy projects to connect to the grid has surpassed 6 years, with about 30% of installations facing delays of over 10 years [1] - The backlog is hindering the UK's energy transition, with the annual growth rate of renewable energy generation dropping to 4.45% over the past three years, below the medium to long-term target of over 20% [1] Grid Connection Issues - The core issue lies in the rigid grid connection mechanism and outdated grid investment planning [2] - The management of grid connection is characterized by a "first-come, first-served" principle, allowing developers to queue regardless of project feasibility, leading to speculative applications and a high number of "zombie projects" [3] - Regulatory mechanisms have resulted in insufficient grid investment, exacerbating the backlog problem [4] Reform Initiatives - The UK has introduced the "TMO4+" reform to address the backlog and inefficiencies in planning, focusing on a demand-driven approach and verifying project maturity [6] - A dual-threshold admission standard will be implemented, replacing the traditional queuing system with a "ready to connect" mechanism, which requires projects to demonstrate feasibility and alignment with the UK's 2030 carbon peak planning [6] - The reform is expected to eliminate approximately 68% of "zombie projects," freeing up resources for viable projects [6] Dynamic Queue Optimization - The reform includes a "process elimination system" to remove overdue projects from the queue, thereby releasing grid capacity [7] - A "flexible replacement" rule will allow mature projects to fill capacity gaps quickly, and regional capacity rebalancing will address structural imbalances in energy distribution [7] - A streamlined approval process will be established, integrating various departmental procedures into a "one-stop" platform to reduce administrative time costs [7] Investment in Grid Infrastructure - The UK plans to invest £35 billion in the largest grid upgrade project globally from 2026 to 2031, focusing on enhancing renewable energy transmission and grid flexibility [9] - Over £11 billion will be allocated for maintenance and upgrades of existing transmission networks, while approximately £24 billion will support strategic transmission investments [9] - The upgrade will involve enhancing around 3,500 km of overhead lines to nearly double transmission capacity and deploying innovative technologies [9] Lessons for Other Markets - Other markets, such as China, can learn from the UK's experience by ensuring adequate infrastructure investment and optimizing priority mechanisms and approval efficiency [11] - Emphasizing "proactive grid investment" principles and enhancing the capacity of transmission networks in renewable-rich areas are crucial [11] - A unified management approach can prevent fragmented development and ensure coordinated resource allocation [12] - Prioritizing mature projects and implementing a dynamic scoring system for project prioritization can help avoid resource misallocation [13]

Core Insights - The Chinese green electricity market is experiencing explosive growth driven by energy transition and dual carbon goals, with green electricity trading volume surpassing 2209.45 billion kilowatt-hours in the first five months of 2025, a year-on-year increase of 49.2% [1][3] Group 1: Market Growth and Dynamics - The trading volume of green electricity increased from 1481 billion kilowatt-hours in the first five months of 2024 to 2209 billion kilowatt-hours in 2025, significantly outpacing the growth of overall electricity consumption [3] - By 2024, the market for renewable energy transactions exceeded 1 trillion kilowatt-hours, accounting for 55% of total renewable energy generation, indicating a shift from supplementary to primary energy source [3] - The green electricity trading volume in Tibet surpassed 1 million kilowatt-hours for the first time in May 2025, demonstrating the feasibility of cross-regional resource allocation [3] Group 2: Technological and Policy Support - The national grid interconnection has been largely established, with inter-provincial transmission capacity exceeding 300 million kilowatts, laying the foundation for large-scale green electricity consumption [3] - In June 2025, three major electricity trading centers completed a cross-regional green electricity transaction, achieving a transaction volume of 16.37 million kilowatt-hours and enhancing daily consumption capacity by 200,000 kilowatts [3] - The pricing mechanism for the environmental value of green electricity is maturing, with the monthly average price reaching 5.06 cents per kilowatt-hour in May 2025, reflecting an increase from 2024 [3] Group 3: Market Participant Diversification - The number of electricity market participants exceeded 800,000 by June 2025, nearly a 20-fold increase since 2016, with over 4,000 electricity sales companies and more than 600,000 retail users purchasing electricity through market mechanisms [5] - New entities such as independent storage and virtual power plants are actively participating in market regulation, creating a collaborative ecosystem of "source-network-load-storage" [5] - A virtual power plant in Guangdong achieved daily green electricity transactions of several million kilowatt-hours by aggregating distributed solar power and adjustable loads, becoming a key player in the new energy system [5] Group 4: Implications for the Energy Sector - The explosive growth in green electricity trading volume is both a test of renewable energy consumption capacity and a milestone in electricity market reform [5] - The acceleration of a unified national electricity market, normalization of cross-provincial green electricity trading, and deep integration of carbon and electricity markets are positioning China to address energy transition challenges through market mechanisms [5]