国家能源局关于组织开展新型电力系统建设第一批试点工作的通知 国能发电力〔2025〕53号 各省（自治区、直辖市）能源局，有关省（自治区、直辖市）及新疆生产建设兵团发展改革委，北 京市城市管理委员会，国家能源局各派出机构，有关中央企业： （一）构网型技术。重点在高比例新能源接入的弱电网地区、"沙戈荒"基地大规模新能源外送地 区，应用新能源/新型储能构网型控制技术，有效解决短路容量下降、惯量降低、宽频振荡等问 题，提升新能源接网与送出能力。在电网结构薄弱地区、孤岛运行系统，应用构网型控制技术，提 高系统电压、频率、功角稳定能力，提升电力供应安全和系统稳定运行水平。 （二）系统友好型新能源电站。重点在保供偏紧或消纳压力较大地区，新建或改造一批新能源电 站，通过长尺度高精度功率预测、风光储智慧联合调控运行等，提升系统友好性能，电站在高峰时 段（不低于2小时）置信出力提升至10%以上。电站与调度机构签订协同调度协议，明确协同调度 运行方式及纳入电力平衡的可靠容量、支撑时长。电站日前申报协同运行的功率预测结果及发电计 划建议，调度机构完善调度运行规则，基于电站上报数据将电站统筹纳入日内电力平衡。优先建设 或改造新能源装机 ...

文 | 中关村储能产业技术联盟 6月3日，四川省新都区110MW/220MWh电网侧新型储能项目储能系统设备采购招标公告发布，项目 位于成都市新都区，项目利用规划建设 用地（总面积约25亩），场地现为高速公路预制厂区，规模本期110MW/220MWh。 要求投标人需同时满足： （1）2022年1月1日至投标截止日，具有2个单体项目容量100MWh及以上的磷酸铁锂电化学储能系统集成设备供货并投产运行的业绩，且供 货范围至少包含电池舱及PCS（储能变流器）。 （2）2024年1月1日至投标截止日，累计签订的磷酸铁锂电化学储能系统集成设备供货合同业绩（供货范围至少包含电池舱及PCS（储能变流 器））不低于440MWh（单体项目容量低于20MWh的业绩不纳入计算）。 母线,35kV 母线汇流后升压至 110kV,项目通过 1 回 110kV 线路就近接入团结 220kV 变电站 110kV 母线实现并网(最终以供电公司批复方案为准),项目距 离团结 220kV 变电站直线距离约 2.2km。 2.2 项目交货地点 新都区 110MW/220MWh 电网侧新型储能项目储能场区。交货方式为车板交 版。 2.3 标段名称 ...

【陈述】 一、李斌： 第一季度，公司交付了42094辆智能电动汽车，同比增长4.1%。这包括蔚来交付的27313辆和ONVO交付的 14781辆。自第二季度以来，公司的交付量逐月增加，得益于ET9和ET5的顺利交付以及ONVOL60需求的增 长。4月和5月的总交付量为23923辆。5月底，我们成功推出了新款ES6、EC6、ET5和ET5T，并开始交付。 我们预计第二季度的总交付量将在72000到75000辆之间，同比增长25.5%到30.7% 。 在财务方面，公司继续在所有方面进行成本削减工作，实现了汽车成本毛利率和整体成本毛利率的同比增 长。 产品、研发和运营方面的一些最新进展： 对于蔚来品牌，蔚来行政旗舰轿车ET9的交付量在中国超过了宝马7系和奥迪A8L。这是中国品牌首次在长期 由BBA主导的高端行政细分市场取得突破。5月16日，我们推出了新款ES6和EC6，并于5月20日开始交付。5 月25日，新款ET5和ET5T发布，并于5月27日开始交付。这些升级车型提供了更高的感知价值和产品实力，以 及成本方面的重大改进。 对于ONVO品牌，自4月以来，ONVO进行了一系列运营和组织调整，显著提高了销售团队的生产 ...

眼下，位于主城区的220千伏莫愁变电站正在开展站内一、二次设备验收，新增的3号主变预计今 年迎峰度夏前投运。记者从国网南京供电公司了解到，为持续优化电网网架，今年以来该公司积极推进 一批工程建设，截至目前南京有35项主网基建工程正在建设。 220千伏莫愁变电站位于江东门片区，承担着鼓楼区龙江、汉中门片区和建邺区江东商贸区等区域 供电重任，区域内商圈林立、政府机关集中，用电量持续攀升。由于莫愁变电站现有的1、2号主变负 载率较高，邻近的宁海路变、富城变转供能力有限，国网南京供电公司通过扩建莫愁变电站3台主变压 器，提升区域电网供电灵活性和可靠性。 国网南京供电公司相关负责人介绍，扩建主变涉及土建施工、电气安装等工程。目前正在开展站内 一、二次设备验收，新增的3号主变预计6月下旬具备投运条件，赶在今年迎峰度夏前投运。 与此同时，位于江宁区的公塘—华科220千伏线路工程也在紧张施工中。5月22日下午，工程现场 正在开挖盾构井，整个盾构段约800米，预计7月底盾构始发，10月份贯通。 继南京北部电网加强后，国网南京供电公司按照建设时序，持续补强南部电网，该线路工程是南京 南部电网公塘片区工程的关键项目之一。随着江宁片 ...

Core Viewpoint - BYD is set to revolutionize the European electric vehicle market by establishing a network of ultra-fast charging stations, significantly reducing charging times to match traditional gasoline refueling [1][3]. Group 1: Charging Network Development - BYD plans to launch its ultra-fast charging network in Europe within the next 12 months, installing charging stations at dealerships and exploring partnerships with local companies to expedite deployment [3]. - The new charging technology utilizes a 1000-volt architecture, allowing electric vehicles to gain 400 kilometers of range in just five minutes, enhancing consumer confidence in electric vehicles [3]. - The ultra-fast charging stations can also improve existing battery charging speeds by 20% to 30% [3]. Group 2: Market Expansion Goals - BYD aims to become a major player in the European automotive market by 2030, with plans to establish a production base in Hungary and a research and development center in Budapest [3][4]. - The company has experienced significant success in Europe, with monthly sales growth of 10%, and plans to increase its dealership count in Belgium from 16 to 20 by the end of the year [4]. - BYD's commitment to local assembly and sales in Europe demonstrates its long-term development strategy and ambition to expand market share [4].

Group 1 - The core viewpoint emphasizes the role of advanced technologies like AI in accelerating the digitalization and green low-carbon processes in industries, as highlighted by Schneider Electric's executive vice president [1] - The National Energy Administration of China reported an average annual increase in new energy installations exceeding 20 million kilowatts, indicating a rapid growth trend expected to continue during the 14th Five-Year Plan period [1] Group 2 - The distribution network is a crucial component of the power system, serving as a hub connecting energy production and consumption, and is essential for optimizing energy structure and achieving low-carbon transformation [2] - Schneider Electric's vice president identified four key transformation directions for the distribution network: improving supply reliability, deepening the integration of innovative technologies like digital twins and AI, developing flexible solutions to accommodate increasing renewable energy penetration, and implementing carbon management throughout the distribution network's lifecycle [2][5] Group 3 - The National Development and Reform Commission and the National Energy Administration issued guidelines for high-quality development of the distribution network, aiming for a more robust and clear network structure by 2025, with a focus on digital transformation and flexibility by 2030 [3] - The construction of the distribution network involves integrating distributed renewable energy, new energy storage, smart microgrids, and virtual power plants, necessitating upgrades across various equipment to enhance supply reliability and capacity [3] Group 4 - The importance of flexibility in the distribution network is increasingly recognized, especially with the integration of large amounts of renewable energy, which necessitates reliable and responsive grid systems [5] - The transition to a new power system imposes new requirements on the reliability, flexibility, and sustainability of distribution equipment, with a focus on enhancing digital capabilities to address challenges in renewable energy consumption [5]

转自：前瞻产业研究院 行业主要上市公司：金杯电工(002533.SZ);宝胜股份(600973.SH);远东股份(600869.SH);金龙羽(002882.SZ);汉 缆股份(002498.SZ);尚纬股份(603333.SH);起帆电缆(605222.SH)等 本文核心数据：电线电缆行业投融资规模;代表性企业融资事件;兼并重组 1、近期国内电线电缆行业投融资规模近年迅速增长 电线电缆行业作为传统制造产业，据IT桔子统计，2020年及之前国内融资事件较少;2021年，随着新能源的 火热和智能电网等兴起，以及产业升级背景下对高端制造装备的需求，都进一步刺激了特种电线电缆的发 展，具有核心研发技术优势的企业获得资本融资，投资数量从2020年的2起增长至2024年的9起;融资金额也 从2020年的2亿元升至2024年的19.8亿元。2025年截至3月31日，我国电线电缆行业融资数量已有3起，金额 累计已达3.4亿元。 2、电线电缆领域单笔融资规模呈增加趋势，投资轮次开始集中在晚期战略投资阶段 从单笔融资金额来看，2011-2017年平均规模基本在5000万元以下，近年来整体呈升高趋势，2024年平均单 笔融资金额 ...

Core Insights - Gansu Province aims to become a significant national hub for renewable energy and equipment manufacturing, with ambitious targets for installed capacity and production value by 2030 [1][2]. Group 1: Renewable Energy Capacity - As of April 2023, Gansu's installed renewable energy capacity reached 67.2 million kilowatts, accounting for 64.7% of the total installed capacity, ranking second in the country [1]. - By 2024, Gansu plans to generate 80.6 billion kilowatt-hours of renewable energy, which will represent 35.4% of the total power generation, also ranking second nationally [1]. - The province aims to increase its installed renewable energy capacity to 80 million kilowatts by the end of 2025 and to 160 million kilowatts by the end of 2030 [1]. Group 2: Economic Impact and Production Goals - The action plan targets a production value exceeding 100 billion yuan for renewable energy and equipment manufacturing by 2025, and over 200 billion yuan by 2030 [1]. - Gansu has significant wind and solar resources, with a potential wind energy capacity of 56 million kilowatts (fourth in the country) and solar energy capacity of 95 million kilowatts (fifth in the country) [1]. Group 3: Infrastructure and Market Development - Gansu is a key hub for the Northwest power grid and has four high-voltage direct current (HVDC) transmission lines, ranking second in the country for construction scale [3]. - The province plans to enhance its power transmission capacity, aiming for an annual power transmission of 32 million kilowatts and over 140 billion kilowatt-hours by the mid-point of the 14th Five-Year Plan [3]. - By 2030, Gansu aims to have six operational HVDC transmission lines with a total transmission capacity of 48 million kilowatts [3]. Group 4: Strategic Initiatives - Gansu will focus on improving energy consumption levels, developing zero-carbon parks, and integrating renewable energy projects [2]. - The province plans to cultivate a green hydrogen industry and expand international markets for green investments and technology exports [2].

Core Viewpoint - The State Grid Corporation of China has implemented "precise guarantee + innovative service" strategies to ensure reliable electricity supply during the Dragon Boat Festival, deploying extensive resources for emergency repairs and monitoring [1][2][3]. Group 1: Electricity Supply Assurance - During the Dragon Boat Festival, the State Grid organized 25,000 emergency repair teams, with over 203,200 personnel and 56,900 vehicles on standby to ensure reliable electricity supply [1]. - In Hubei's Zigui County, the company utilized drone inspections and data analysis to preemptively address power supply challenges for 11 cultural events [2]. - The company established a "centralized monitoring + three-dimensional inspection" system to safeguard power supply in tourist areas, utilizing real-time monitoring and drone inspections to identify potential risks [3]. Group 2: Event Support and Infrastructure - The State Grid's Mianyang branch conducted thorough inspections of transformers and power lines in preparation for local events, ensuring safety and reliability [4]. - The company deployed emergency power vehicles and personnel to key areas during the Dragon Boat races, implementing a "group care, segment responsibility" mechanism for power supply [4]. Group 3: Green Travel Initiatives - The State Grid's smart vehicle networking platform predicted a 20% increase in charging volume during the festival, with expected service charging exceeding 67 million kilowatt-hours [5]. - The company identified 5,165 key charging stations for enhanced support, conducting inspections and ensuring optimal conditions for electric vehicle charging [5]. - In Beijing, the State Grid maintained charging stations at 22 highway service areas and 29 popular tourist spots to meet the increased demand [6]. Group 4: Infrastructure Development - The State Grid is advancing 140 key projects to enhance summer electricity supply capacity, with significant construction activities ongoing [7]. - In Shanghai, a critical upgrade to the 500 kV Gu Lu-Yang Gao line was completed, utilizing new composite wire technology to improve network efficiency [8]. - In Fujian, construction teams are actively working on a 500 kV substation, ensuring precise monitoring and adherence to safety standards during the project [8].

5月29日，经过39天奋战，国网枣庄供电公司220千伏建国变电站2号主变拆旧换新，由15万千伏安增容 至18万千伏安，标志着枣庄电网上半年电压等级最高、改造力度最大、改造时间最长、风险等级最高的 变电站改造工程竣工。 建国变电站位于枣庄老城区驻地，是连接薛城区、山亭区和十里泉电厂的枢纽变电站，运行25年时间。 此次改造，为枣庄供电公司近年来220千伏主变更换首例，今年首个检修二级风险作业现场，是枣庄电 网所有改造中"最难啃的硬骨头"，也是电网春检的"压轴大戏"，更是今年迎峰度夏的电力保供工程。 主变升级容量高配。建国站目前两台主变，同为15万千伏安，均采用强油风冷模式，是枣庄供电公司今 年强油风冷"清零行动"的主战场。改造分两次施工，上半年更换2号主变，下半年更换1号主变，双双升 级至18万千伏安，推动该站容量跃升至枣庄电网220千伏变电站双主变高配行列。同时，两台主变全部 升级为油浸自冷模式，更换主变侧相关设备、保护装置。 "徒弟带师"历练新人。工程涉及变电一次、二次、试验专业，汇聚枣庄供电公司变电检修中心四大主力 班组，施工中四位班长和专业骨干全部到场。其中，17位三年内入职的青工打头阵，分别担任工程总票 ...