这个夏天过半，江苏全省用电负荷已经三创新高，达到15281万千瓦，该负荷相当于近15亿盏100瓦的灯 泡同时点亮。 上亿负荷量级之下，每向上攀升100千瓦，保供压力都成倍放大—— 从"刚性供应"到"柔性精管"，消费侧成为重要电力"资源池"。新华日报·交汇点记者从国网江苏省电力有 限公司获悉，江苏切实做细做实负荷资源管理，通过积极挖掘前置措施、灵活调度的新型平衡资源、精 准实施"节电响应"，为电力供需平衡提供了全新解决方案。 多措并举，负荷管理精准高效 4月30日，江苏出台关于优化工商业分时电价结构促进新能源消纳降低企业用电成本支持经济社会发展 的通知，充分挖掘工商业用户调峰能力，增加工商业用户用电与新能源发电的适配互动，降低工商业用 户用电成本，协同助推电力市场加快建设，支持全省经济社会高质量发展。 "我们坚持政府主导，各地全面启动迎峰度夏电力负荷管理前置措施，通过引导企业错峰生产、组织企 业集中检修、调动自备电厂顶峰发电等组合拳，全力保障经济社会平稳运行和居民生活用电需求。"国 网江苏电力营销部市场处处长阮文骏表示，这也是落实电力保供的重要举措。 为此，国网江苏电力各地市公司主动靠前服务、提前摸排企业年度检 ...

Group 1 - Jiangsu's electricity load has reached a record high of 15,281 megawatts this summer, equivalent to nearly 1.5 billion 100-watt light bulbs being lit simultaneously [1] - The State Grid Jiangsu Electric Power Company has implemented proactive measures for electricity load management, transitioning from rigid supply to flexible management to support energy supply [1] Group 2 - In April, Jiangsu introduced an optimized time-of-use electricity pricing policy for industrial and commercial sectors, encouraging enterprises to adjust production schedules to alleviate peak load pressure [2] - The policy has led to a significant reduction in costs for enterprises and has facilitated the consumption of renewable energy during midday [2] Group 3 - On July 14, Jiangsu successfully conducted the largest provincial vehicle-to-grid (V2G) test in China, with 144 electric vehicles participating in reverse charging to the grid [3] - By the end of August, 80 virtual power plants had connected to the new system, aggregating a total capacity of 11.6 million kilowatts, with 25 virtual power plants registered in the spot market [3] Group 4 - Jiangsu launched the "Smart Summer Energy Saving" initiative, encouraging residents to adjust smart appliances to energy-saving modes during peak hours, with incentives such as electricity vouchers [4] - The initiative has successfully engaged over 100,000 households, achieving a peak load reduction of up to 33,000 kilowatts during peak times [4]

Monetary Policy and Financial Data - As of the end of July, the broad money supply (M2) reached 329.94 trillion yuan, showing a year-on-year growth of 8.8%, up from 8.3% at the end of June [1] - In the first seven months, RMB loans increased by 12.87 trillion yuan, with household loans rising by 680.7 billion yuan and corporate loans increasing by 11.63 trillion yuan [2] - RMB deposits increased by 18.44 trillion yuan in the first seven months, with household deposits contributing 9.66 trillion yuan [7] - The average weighted interest rate for interbank borrowing in July was 1.45%, which is lower than the previous month and the same period last year [11] Cross-Border Transactions - In July, the cross-border RMB settlement amount under the current account was 1.57 trillion yuan, with goods trade accounting for 1.15 trillion yuan [4] Government Financial Support - The National Development and Reform Commission has allocated 188 billion yuan in special long-term bonds to support equipment renewal, impacting over 8,400 projects and driving total investment exceeding 1 trillion yuan [5] Consumer Financing - The interest rate for consumer loan subsidies has been reduced to around 1%, significantly lowering financing costs for consumers and stimulating demand [8] Technological Advancements - China successfully launched a low Earth orbit satellite internet group, enhancing its capabilities in satellite internet technology [3] Virtual Power Plant Development - Guangzhou has announced a development plan for virtual power plants, aiming for a connection capacity of 2 million kilowatts by the end of 2025, with annual financial support not exceeding 10 million yuan [9][10] IPO Activity - Bullish, a cryptocurrency trading platform, is set to raise $1.11 billion through its IPO, with shares priced at $37 each and over 20 times oversubscription [6]

Core Viewpoint - The Guangzhou Municipal Bureau of Industry and Information Technology has released an implementation plan for the high-quality development of virtual power plants, aiming for significant capacity and regulation improvements by 2027 [1] Group 1: Capacity and Regulation Goals - By the end of 2025, the target is to achieve a connection capacity of 2 million kilowatts and a regulation capacity of 800,000 kilowatts [1] - By the end of 2026, the connection capacity is expected to reach 4 million kilowatts, with a regulation capacity of 1.2 million kilowatts [1] - By the end of 2027, the plan aims for a connection capacity of 5 million kilowatts and a regulation capacity of 1.5 million kilowatts, including resources such as distributed photovoltaic systems, user-side energy storage, and charging facilities [1] Group 2: Financial Support - The municipal government will allocate no more than 10 million yuan annually to provide application subsidies for virtual power plants [1]

浙能嘉电三、四期集控室。王侃/摄 8月8日，浙能集团单日发电量达7.57亿千瓦时，创下历史新高，较以往单日纪录增幅达1.17%。 进入8月，三伏天的"热辣滚烫"还在持续进行中，浙江多地登上全国"高温榜"，用电用能需求随之攀升。热浪之中，浙能人迎"峰"而 上 ，战高温斗酷暑、保供能优服务，保障居民清凉用电，支撑企业生产用能，以 "满格状态" 做好高质量能源保供，以高度的责任感、 使命感全力打赢迎峰度夏攻坚战。 在这场与高温的较量中，浙能电力省内机组"顶格保供"，省外机组"千里驰援"，"云上机组"持续调节，管理运行78台发电机组火力全 开。旗下各发电厂持续开展"降非停行动""发电设备可靠性提升"专项工作，加大主要设备、重点部位的巡检、点检频次和力度；进一步 优化运行方式及参数控制，避免设备故障对保供的影响；严格执行"两票三制"，及时了解和掌握设备的运行状况，保障机组运行平稳。 浙能长电仪控专业人员在狭小空间内检修点火枪推进电磁阀。郑慧瑗/摄 在华东地区重要火力发电基地——浙能嘉兴电厂，一场关乎千家万户清凉的"硬仗"正火力全开——9台机组共630万千瓦机组全速运 转。其中，今年6月刚投产的"迎峰重器"9号机组是今年 ...

来源：新浪证券-红岸工作室 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 8月12日，新中港涨0.34%，成交额6911.97万元，换手率1.94%，总市值35.81亿元。 异动分析 虚拟电厂+碳交易+储能+节能环保+碳中和 1、2023年5月23日互动易：公司可转债募投项目是有计划建设"三维虚拟电厂"系统的内容。即：利用传 感器、监控系统、三维建模技术、数据分析技术，实时收集和分析发电厂的运行数据，并将其与数字模 型、厂区三维模型进行比对和验证，实现电厂运行状态的可视化、模拟和分析。监测电厂运行、提高电 厂的效率、可靠性和安全性。公司的"三维虚拟电厂"属于公司内部信息系统，不同于可调度电网负荷 的"虚拟电厂"。公司"三维虚拟电厂"项目完成后，也为进一步实现可调度电网负荷的"虚拟电厂"创造条 件。 2、根据2022年4月10日公告：2019 年和 2020 年合计碳排放配额 264.83 万吨，排放 214.83 万吨，结余 50.01 万吨，结余比例为 18.88%。 2021 年 12 月出售了 50 万吨 3、2024年1月关于投资建设储能项目的公告：公司通 ...

Core Viewpoint - Recently, Runjian Co., Ltd. (002929) announced that its subsidiary, Guangdong Runjian Electric Power Technology Co., Ltd. (referred to as "Run Electric Technology"), has won bids for provincial-level virtual power plant trading operation platform development projects for leading private power sales companies in Guangdong and Sichuan [1] Group 1 - Run Electric Technology is a professional subsidiary of Runjian Co., Ltd. [1] - The company has secured contracts for projects in two significant regions: Guangdong and Sichuan [1] - The projects involve the development of a virtual power plant trading operation platform [1]

以下为研究报告摘要： 华安证券近日发布电力设备行业周报：本周硅料价格整体持稳，N型致密料小幅上涨， 其余料型维持平盘；硅片、电池片及组件价格均保持稳定。整体来看，成本端对市场的支撑 作用减弱，产业链价格进入盘整阶段，市场观望情绪延续，终端需求及订单仍是关键变量。 电动车：8月锂电排产环比提升，建议继续配置高盈利底公司 随着下游正极材料及电芯企业排产计划稳步提升，市场采购需求呈现回暖态势先惠技术 获宁德7亿元订单，中国盐湖年产2万吨碳酸锂项目正式下线销售，建议配置盈利稳定的电池 和结构件环节。 主要观点： 光伏：硅料涨幅收窄，产业链整体价格涨势放缓 本周硅料价格整体持稳，N型致密料小幅上涨，其余料型维持平盘；硅片、电池片及组 件价格均保持稳定。整体来看，成本端对市场的支撑作用减弱，产业链价格进入盘整阶段， 市场观望情绪延续，终端需求及订单仍是关键变量。 风电：超GW级海风项目密集释放，沿海多地开发提速 近期，华电集团山东烟台1GW海上风电项目中标候选人公示，三峡江苏550MW海上风 电中标候选人公示，广西1.95GW海上风电项目开启竞标行配置。海上风电多地推进大型及 超GW级项目，前期可研与配套配置并行落地，沿 ...

Core Insights - The article discusses a successful large-scale vehicle-to-grid (V2G) interaction test conducted in Guangzhou and Foshan, showcasing the potential of electric vehicles (EVs) to support grid stability during peak demand periods [1][2][3] Group 1: Test Overview - The test involved 4,026 EVs and 103 charging stations, achieving a peak response load of 25,000 kW and a total response energy of 54,000 kWh over two days [1] - The test was designed with six scenarios, including overloaded lines and temporary power supply issues, demonstrating the effectiveness of EVs in managing grid demands [3] Group 2: Technological Integration - The integration of blockchain, 5G, and AI technologies allowed for real-time data tracking and efficient communication between the grid and EVs, with a response time of 45 seconds for adjustment commands [2] - The virtual power plant platform aggregated resources from various operators, enabling a coordinated response to peak demand [2] Group 3: Economic Impact - During the test, car owners collectively earned 38,000 yuan in electricity fee rewards, highlighting the financial benefits of participating in V2G programs [2] - The potential for EVs to act as a significant energy storage resource was emphasized, with the total battery capacity in Guangdong exceeding 200 million kWh, equivalent to the daily output of 500 solar power stations [1] Group 4: Future Developments - Following the test, plans are in place to establish a national "vehicle-grid interaction alliance," inviting major automotive and energy companies to participate [3] - By 2028, it is projected that over 600,000 vehicles in the Pearl River Delta will regularly engage in grid regulation, functioning as a virtual pumped storage power station [3]

IT之家 8 月 12 日消息，科技媒体 Wtop News 昨日（8 月 11 日）发布博文，报道称特斯拉近日向英国能源监管机构 Ofgem 申请电力供应牌照，计划向英国 家庭提供电力服务，意味着特斯拉将与英国现有大型能源公司展开直接竞争。 特斯拉公司强调，通过简化零售电力和虚拟电厂的客户体验，能够促进消费者大规模采用清洁能源，从而加速整个电力系统向 100% 可再生能源的转变。 特斯拉进军英国电力市场正值公司核心汽车业务承压。最新财报显示，特斯拉 4-6 月汽车收入同比下滑 16%，总营收下降 12%。其主力车型 Model Y 和 Model 3 销量同比下降 12%，高端车型销量更是骤降 52%。英国 7 月新车销量较去年同期锐减 60%，欧洲年销量也下滑 22%。 特斯拉长期以电动车制造商著称，但包括电池储能与太阳能解决方案在内，其能源产品及服务业务近年来也在持续扩展。 报道指出特斯拉 2024 年能源业务收入增长显著，太阳能电池及储能产品销售增加 15 亿美元，同比增长 93%。特斯拉早在 2023 年即通过招聘信息透露，计 划在英国运营"特斯拉电力"，目标是推动英国向可持续能源转型。 IT之家援 ...