能源结构转型

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政策解读丨《电力现货连续运行地区市场建设指引》在山东的实践探索
国家能源局· 2025-09-21 13:21
Core Viewpoint - The article discusses the recent issuance of the "Guidelines for the Construction of Continuous Operation Areas of the Electricity Spot Market" by the National Development and Reform Commission and the National Energy Administration, emphasizing the importance of establishing a robust electricity spot market mechanism to support the green and low-carbon transition of energy and ensure reliable supply [2][3]. Group 1: Market Construction Goals - The guidelines propose a comprehensive framework for the construction and continuous operation of the electricity spot market, aiming to create a market system that discovers prices, encourages multi-entity participation, and ensures system safety and efficiency [3]. - Key objectives include optimizing the spot market clearing mechanism to reflect supply-demand relationships and cost adjustments, enhancing long-term trading mechanisms to stabilize investment expectations, and developing an auxiliary service market to support the new power system and high-quality energy development [3]. - The guidelines encourage the participation of new operational entities such as virtual power plants and energy storage, promoting joint bidding of "power source + storage" and breaking down barriers in market transactions [3]. Group 2: Shandong's Practical Implementation - Shandong, as a major province for renewable energy, faces unique challenges, including a higher installed capacity of renewable energy compared to coal power (49.63% of total installed capacity) and issues related to supply-demand mismatches [4][5]. - The province has effectively utilized the electricity spot market to discover price signals, leading to an increase in energy supply capacity by 5.6 million kilowatts through peak pricing strategies and enhancing the maximum consumption capacity of renewable energy by 12 million kilowatts during low pricing periods [5]. - Shandong has pioneered the capacity compensation mechanism, stabilizing coal power unit revenues and addressing the dual-price system, thereby ensuring long-term system capacity and laying a solid foundation for future capacity market development [6]. Group 3: National Policy Guidance - The issuance of the guidelines has further directed the refinement and optimization of Shandong's electricity market rules, addressing deep-seated contradictions in the market [7]. - The revised market rules allow user-side participation in the spot market, transitioning from a generator-side pricing model to a dual-sided pricing model involving both generation and consumption [7][8]. - Shandong aims to create a diverse and competitive electricity trading environment by integrating various new operational entities and ensuring comprehensive participation in the electricity market [8].
长高电新拟7961.77万元建设屋顶光伏项目
Bei Jing Shang Bao· 2025-09-16 13:35
长高电新表示,本次在公司三个生产基地投资屋顶分布式光伏项目事项,符合公司"电力能源综合服务 商"战略定位,符合国家绿色低碳及能源结构转型的发展要求及满足子公司建设绿色工厂的需要,有利 于补充公司生产经营对电力的需求,促进节能减排,实现降本增效。本次投资不会对公司财务状况及经 营成果产生重大不利影响,也不存在损害公司及股东利益的情形。 公告显示,本次交易不构成关联交易,亦不构成《上市公司重大资产重组管理办法》规定的重大资产重 组。 北京商报讯(记者 马换换 王蔓蕾)9月16日晚间,长高电新(002452)披露公告称,公司拟利用宁乡产 业园、望城产业园和衡阳产业园现有及新建厂房屋顶投资建设屋顶分布式光伏项目(以下简称"屋顶光 伏项目"),三个产业园屋顶光伏项目投资总金额预计为7961.77万元。 ...
长高电新(002452.SZ):拟投资建设屋顶光伏项目
Ge Long Hui A P P· 2025-09-16 12:14
格隆汇9月16日丨长高电新(002452.SZ)公布,为响应绿色低碳及能源结构转型的发展要求,践行可持续 发展理念,契合长高电新科技股份公司"电力能源综合服务商"的战略定位和子公司绿色工厂的要求,公 司拟利用宁乡产业园、望城产业园和衡阳产业园现有及新建厂房屋顶投资建设屋顶分布式光伏项目(简 称"屋顶光伏项目"),三个产业园屋顶光伏项目投资总金额预计为7,961.77万元。 ...
长高电新:拟投资建设屋顶光伏项目
Ge Long Hui· 2025-09-16 12:11
格隆汇9月16日丨长高电新(002452.SZ)公布,为响应绿色低碳及能源结构转型的发展要求,践行可持续 发展理念,契合长高电新科技股份公司"电力能源综合服务商"的战略定位和子公司绿色工厂的要求,公 司拟利用宁乡产业园、望城产业园和衡阳产业园现有及新建厂房屋顶投资建设屋顶分布式光伏项目(简 称"屋顶光伏项目"),三个产业园屋顶光伏项目投资总金额预计为7,961.77万元。 ...
砥砺奋进七十载 天山南北谱华章丨从"沙戈荒"到"新蓝海"——新疆能源建设绘就绿色发展新图景
Xin Hua She· 2025-09-15 13:38
一望无垠的新疆戈壁上,逾百米高风机的叶片缓缓转动,连绵的光伏板在阳光下"漾"起粼粼光纹,超低排放的火电机组平稳运转,与风光能源协 同运行。 今年6月10日,哈密—重庆±800千伏特高压直流输电工程投产送电。作为我国第三条"疆电外送"直流通道,它不仅扛起了西北清洁能源输送的使 命,更承载着"沙戈荒"新能源外送基地开发的示范意义:其配套电源规模达1420万千瓦,其中风电、光伏、光热等新能源装机占比超70%——每 一块光伏板、每一台风机,都在重新定义"沙戈荒"的价值。 如今,新疆已织就一张贯通东西的"电力天网"——3条特高压直流外送通道分别通往华中、华东、西南地区,将西北地区的能源优势转化为全国的 发展优势。今年1至7月,新疆外送新能源电量约259亿千瓦时,占总外送电量的三成以上。每一度来自新疆的清洁电力,都在为中东部地区的产业 升级与民生保障注入"新疆动能"。 这是在新疆巴音郭楞蒙古自治州若羌县拍摄的新天绿色能源股份有限公司新天若羌县罗布庄10万千瓦风电项目(6月27日摄,无人机照片)。新华 社记者 丁磊 摄 如今,新疆的沙漠、戈壁、荒漠,正被源源不断的绿色动能唤醒,既为疆内外高质量发展注入"强心剂",也为当地百 ...
架起空中“能源丝路”——来自新疆的调查
Jing Ji Ri Bao· 2025-09-12 22:02
在我国西部地区,新疆凭借得天独厚的能源禀赋,成为能源战略布局中的重要一环。新疆煤炭、太阳 能、风能储量均居全国前列,且与中东部地区存在时空与季节用电互补优势。自2010年"疆电外送"启动 以来,如今新疆电力已形成"两交三直"外送格局,电力"丝路"不仅点亮了千万个家庭,更为全国能源结 构转型注入新疆动能。 新疆这片广袤的土地上,蕴藏着极为丰富的能源资源。其中,查明煤炭储量4500亿吨,占全国的25%, 约占全国煤炭资源预测总量的40%;太阳能资源储量约为42亿千瓦,约占全国的26.9%;风能资源储量 约为10亿千瓦,约占全国的18%……它们如同一座座"富矿",为新疆的能源开发提供了强大底气。 皑皑雪峰下,一基基铁塔拔地而起、跨越山河,一条条银线凌空飞架、纵横千里。自2010年"疆电外 送"启动至今,新疆已建成"两交三直"5条外送通道,送电省份由7个增加至22个,外送电量累计超过 9400亿千瓦时。通过一条条电力"丝路",不仅将"光明"输送到千里之外,也将新疆的能源资源优势转化 为区域经济发展新动能。 搭建外送通道 长期以来,我国能源资源主要集中在西部地区,电力消费中心则集中在中东部地区,能源供需呈"逆向 分布" ...
湖北能源部分董事、高管增持公司股份
Zheng Quan Ri Bao Zhi Sheng· 2025-09-12 14:13
Core Viewpoint - Hubei Energy Group announced that some directors and senior management increased their shareholding in the company, reflecting confidence in its future development and long-term investment value [1] Group 1: Shareholding and Investment - A total of 261,000 shares were purchased by directors and senior management, accounting for 0.004% of the company's total share capital, with a total investment of 1.213 million yuan [1] - Since 2016, the controlling shareholder, China Three Gorges Corporation, has cumulatively increased its stake by 440 million shares, raising its holding from 39.3% to 46.1% [2] - The second-largest shareholder, Hubei Hongtai Group, increased its stake by 4.2 million shares, raising its holding by 0.6 percentage points [2] Group 2: Company Operations and Performance - Hubei Energy is a key energy security platform in Hubei Province, playing a crucial role in energy supply during peak seasons [3] - In 2024, the company generated 44.1 billion kWh of electricity, with 39 billion kWh supplied within the province, representing 1/7 of the total electricity consumption [3] - The company supplied 19.1 billion cubic meters of gas, accounting for 1/3 of the province's total natural gas consumption, and provided 17.11 million tons of coal, which is 1/5 of the total coal consumption by power plants in the province [3] Group 3: Financial Health and Growth - As of the end of 2024, the company had total assets of 98.281 billion yuan, net assets of 33.748 billion yuan, and a total market value of 32.3 billion yuan, with a net profit of 1.814 billion yuan [4] - Since its listing in 2010, the company has prioritized shareholder returns, distributing over 8.2 billion yuan in cash dividends, with an average payout ratio of 35.9% [4] - The company has completed investments of 34.2 billion yuan since the "14th Five-Year Plan," adding 7.81 million kW of installed capacity, a 74% increase, and achieving a 64% share of clean energy in its installed capacity [4]
雪浪环境(300385.SZ):拟开展分布式屋顶光伏发电项目
Ge Long Hui A P P· 2025-09-12 12:28
Core Viewpoint - Xuelang Environment (300385.SZ) is responding to national green low-carbon and energy structure transformation requirements by signing an energy management contract for a distributed rooftop photovoltaic project with Changzhou High-tech Yutai Energy Technology Co., Ltd. [1] Group 1: Project Overview - The project will utilize a "self-generated, surplus electricity online" model, allowing the company to prioritize its own electricity usage and feed excess power into the public grid [1] - The operational period of the project is set for 25 years, with the company expected to pay approximately 339,500 yuan annually to the partner, totaling around 8.4875 million yuan over the contract duration [1] - The rental fee for the rooftop space is set at 1 yuan per square meter per year, with an estimated total rent of 217,500 yuan over 25 years [1] Group 2: Financial Implications - The contract stipulates that if the actual electricity costs exceed the estimated amounts, both parties will negotiate and sign a supplementary contract [1] - The project aligns with the company's goals of cost reduction and efficiency improvement while promoting sustainable development [1]
雪浪环境:预计25年共支付电费约848.75万元
Xin Lang Cai Jing· 2025-09-12 12:21
雪浪环境公告,公司为响应国家绿色低碳及能源结构转型的发展要求,拟与常州高新昱泰能源科技有限 公司签署《分布式屋顶光伏项目能源管理合同》,对公司厂区屋顶开展分布式屋顶光伏发电项目。合同 约定该项目采用"自发自用、余电上网"模式,所发电能由甲方优先使用,实现企业节能降耗目标,剩余 电能接入公共电网。乙方投资建设光伏电站,并向甲方提供电费折扣优惠。本项目运营期为25年,甲方 在项目运营期内预计每年向乙方支付电费约33.95万元,预计25年共支付电费约848.75万元(最终以实际 结算电费为准)。租金标准1元/平方米/年,预计25年租金总计为21.75万元(最终以实际结算金额为 准)。 ...
雪浪环境:拟开展分布式屋顶光伏发电项目
Ge Long Hui· 2025-09-12 12:19
格隆汇9月12日丨雪浪环境(300385.SZ)公布,为响应国家绿色低碳及能源结构转型的发展要求,践行可 持续发展理念,同时促进自身降本增效理念的落实,拟与常州高新昱泰能源科技有限公司(简称"昱泰 能源"或"乙方")签署《分布式屋顶光伏项目能源管理合同》,对公司厂区屋顶开展分布式屋顶光伏发 电项目。合同约定该项目采用"自发自用、余电上网"模式,所发电能由甲方优先使用,实现企业节能降 耗目标,剩余电能接入公共电网。乙方投资建设光伏电站,并向甲方提供电费折扣优惠。本项目运营期 为25年,甲方在项目运营期内预计每年向乙方支付电费约33.95万元,预计25年共支付电费约848.75万元 (最终以实际结算电费为准)。租金标准1元/平方米/年,预计25年租金总计为21.75万元(最终以实际 结算金额为准)。甲乙双方在前述预计金额范围内执行该合同,如后续相应金额超出预计范围,则双方 另行商议并重新签署补充合同。 ...