Core Viewpoint - The "15th Five-Year Plan" emphasizes the acceleration of building a new energy system, focusing on non-fossil energy as the main supply, which is crucial for achieving carbon neutrality and ensuring national energy security [1][2]. Group 1: New Energy System Development - The new energy system aims to transition to a green and low-carbon energy structure, with non-fossil energy consumption increasing significantly [1]. - By the end of the "14th Five-Year Plan," one-third of the total electricity consumption was green electricity, with non-fossil energy's share in total energy consumption increasing by 1 percentage point annually [1]. - The construction of a new power system is essential for supporting the generation, transmission, and consumption of green electricity [2]. Group 2: Changes in Energy Supply and Demand - The role of thermal power is shifting from being the main power source to a regulatory power source, with a greater reliance on renewable energy [2]. - The majority of new electricity demand by the end of the "15th Five-Year Plan" will be met by new clean energy generation [2]. - The demand for electricity is expected to grow rapidly, necessitating a more diverse supply structure and the development of new energy storage solutions [2].

国家发展改革委主任郑栅洁介绍，到"十五五"末，新增用电需求绝大部分由新增清洁能源发电量满足。 "进入'十五五'时期，应对气候变化凸显非化石能源消费占比提升的重要性，地缘政治冲突风险进一步 加速能源供应链的重构进程，加快建设新型能源体系成为'必答题'。"华北电力大学国家能源发展战略 研究院执行院长王鹏说。 《建议》提出，持续提高新能源供给比重，推进化石能源安全可靠有序替代，着力构建新型电力系统， 建设能源强国。 中国华电集团有限公司副总工程师李立新表示，加快建设新型能源体系意味着能源结构将发生变 化。"在电源侧，过去作为主力电源的火电将转型为调节性电源，更多依靠新能源供电；在用户侧，能 源消费将更加绿色化低碳化。" 新华社北京10月28日电（记者王悦阳）"十五五"时期，更多绿电有望跨越山海，点亮万家灯火。10月28 日发布的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》明确提出，"加快建设新 型能源体系"。 新型能源体系以非化石能源为供应主体、化石能源为兜底保障、新型电力系统为关键支撑、绿色智慧节 约为用能导向。加快建设新型能源体系，既能够推动能源绿色低碳转型、支撑实现碳达峰碳中和，也是 保障国家 ...

Core Viewpoint - Beijing Hengtai Shida Technology Co., Ltd. (referred to as "Hengshi Technology") reported a revenue of 663 million yuan for the first three quarters of 2025, outlining its strategic focus on traditional business stability, AI integration for digital transformation, and seizing opportunities in the new power system for digital energy transition [1] Group 1: Business Strategy - The company aims to solidify its traditional business operations while fully embracing AI to promote digital transformation for government and enterprise sectors [1] - Hengshi Technology is addressing challenges in the communication design sector by streamlining operations and enhancing efficiency in response to investment tightening and market competition [1] - The company is integrating digital consulting capabilities with design related to computing power centers to create a comprehensive solution from computing infrastructure design to future operations [1] Group 2: Digital Energy Sector - In the digital energy field, the company is focusing on core business optimization and restructuring personnel to enhance competitiveness through AI in traditional energy information [1] - Hengshi Technology is leveraging historical opportunities such as the establishment of a unified national market and the development of new power system regulation capabilities, expanding from Shenzhen and Hebei to cities like Shanghai, Guangzhou, and Shandong [1] - The company has already achieved certain transformation results in its digital energy initiatives [1]

Core Viewpoint - The simultaneous river diversion of the Mengdigou and Yagen Hydropower Stations marks a significant milestone in the construction of large-scale hydropower projects in the Yalong River basin, facilitating the transition to the main construction phase of the projects [1][2]. Group 1: Project Details - The total installed capacity of the two hydropower stations is 2.7 million kilowatts, and this is the first time that large-scale hydropower projects in the Yalong River basin have achieved simultaneous river diversion [1]. - During the river diversion process, approximately 90,000 cubic meters of fill material were used, completed in less than 30 hours, which is crucial for subsequent excavation and concrete pouring [2]. Group 2: Environmental Impact - Once operational, the two hydropower stations are expected to save about 3.5 million tons of standard coal annually and reduce carbon dioxide emissions by approximately 9 million tons [4]. - The Mengdigou Hydropower Station will enhance grid capacity and support the development of wind and solar energy projects, potentially increasing its scale by 1.6 times [4]. Group 3: Strategic Importance - The timely river diversion and accelerated construction of the two hydropower stations will unlock the potential of the Yalong River as the first integrated water-wind-solar energy base in the country, enhancing the role of hydropower in peak load management within the power grid [7].

李琼慧：党的二十届四中全会明确提出"加快建设新型能源体系，积极稳妥推进和实现碳达峰，加快形 成绿色生产生活方式。"新型能源体系的提法最早是在2022年，党的二十大报告中正式提出规划建设新 型能源体系。2023年，党中央、国务院审议通过《关于加快规划建设新型能源体系的意见》。2024年， 《中华人民共和国能源法》正式发布，为构建新型能源体系和新型电力系统建设提供了法律保障。关于 如何建设新型能源体系，2024年底召开的2025年全国能源工作会议中明确了，2025年能源工作十大重点 第一项重点工作就是"践行能源安全新战略，构建新型能源体系"，包括加快规划建设新型能源体系，坚 持以科技创新为引领、体制改革为动力、安全充裕为前提、经济可行为基础，逐步建立以非化石能源为 供应主体、化石能源为兜底保障、新型电力系统为关键支撑、绿色智慧节约为用能导向的新型能源体 系，推动贯彻落实能源安全新战略取得更大成果。 《21世纪》：如何评价过去五年来尤以新能源为代表的能源发展成就？在推动能源绿色低碳转型过程 中，有哪些代表性的科技创新？ 21世纪经济报道记者雷椰 李德尚玉 北京报道 10月28日，《中共中央关于制定国民经济和社会发展 ...

Core Viewpoint - The sixth International Forum on New Power Systems and the 21st China Southern Power Grid International Technology Forum will be held from October 29 to 31 in Boao, Hainan, focusing on the theme of "Building a New Power System and Accelerating Energy Low-Carbon Transition" [1]. Group 1 - The forum aims to promote the synergy of digitalization and greening, facilitating the construction of new power systems and new energy systems [1]. - It will feature thematic discussions and keynote speeches from leaders of the National Energy Administration and the Hainan provincial government [1]. - The event will invite leaders and experts from major international organizations to participate in discussions and deliver keynote speeches [1]. Group 2 - Academics and experts will be deeply involved in academic discussions, including professors from key universities and research institutes dedicated to the construction of new power systems and new energy systems [1]. - The forum is designed to create a high-level academic exchange platform with an international perspective [1].

Core Viewpoint - The company, Keda Intelligent (300222.SZ), announced an investment of up to 350 million yuan in the development of a digital energy industry base, focusing on smart circuit breakers and smart ring network cabinets [1] Investment Details - The total investment for the project will not exceed 350 million yuan [1] - The project will be implemented by the company's wholly-owned subsidiary located in the High-tech Zone of Hefei City [1] - The construction period for the project is set for 5 years [1] Strategic Alignment - This investment aligns with the company's development strategy and aims to expand the sales scale of its digital energy business [1] - The investment is expected to enhance the company's profitability [1] Risks Identified - There are uncertainties related to land use rights acquisition [1] - Potential project implementation risks are noted [1] - There is a risk that operational performance may not meet expectations [1]

"压缩空气储能虽然具有规模大、寿命长、成本低、更环保等优势，但软岩地质条件下人工地下储气库 选址是该项目无法规避的难点。"大唐中宁能源开发有限公司综合管理部负责人白杰介绍，大唐中宁为 此联合国内顶尖科研院所团队，经过反复论证与试验，成功突破这一技术壁垒，实现了柔性密封技术应 用，大幅降低了压缩空气储能技术对地质条件的依赖。这一关键突破不仅为项目落地奠定了坚实基础， 更重要的是为我国三北地区推广压缩空气储能技术提供了关键支撑，对引领行业技术标准升级、推动储 能产业高质量发展具有里程碑式意义。 目前，依托中宁项目的技术积累与实践经验，该公司已完成宁夏全境储能厂址普查，初步锁定4个适宜 建设300MW级压缩空气储能项目的优质厂址，为后续规模化布局打下基础。 值得注意的是，该公司还创新推出"绿电直供+电网备容+余电上网"融合模式，成功将数据企业到户电 价降至0.36元/度，不仅打通了"源网荷储"与大电网的协同壁垒，更实现了能源要素的创新配置，为新能 源消纳与产业升级提供了可复制、可推广的"中宁方案"。(完) 中新网宁夏中宁10月27日电 (杨迪鲁治平)当前正值推动能源结构绿色转型、构建新型电力系统的关键阶 段，新型储 ...

Financial Performance - The company's revenue for the first three quarters of 2025 reached 837 million CNY, a year-on-year increase of 2.59% [1] - Net profit attributable to shareholders was 192 million CNY, up 21.31% year-on-year [1] - The gross profit margin for the first three quarters was 47.73%, an increase of 1.49 percentage points compared to the previous year [1] - The net profit margin improved to 22.96%, up 3.55 percentage points year-on-year [1] - Operating expenses for Q3 2025 were 224 million CNY, a decrease of 10.26 million CNY compared to the same period last year [1] Business Structure and Growth - EMS 2.0 and 3.0, along with virtual power plant platforms, are the core growth drivers, while traditional EMS 1.0 products have seen a decline [1] - Domestic business focuses on sectors like rail transportation and petrochemicals, showing clear growth; overseas business has also increased, particularly in Southeast Asia, Europe, and Brazil [1][2] - The company provides services in the data center sector, including power monitoring and energy management, with typical project sizes often exceeding one million CNY [2] Market Demand and Challenges - There is strong market demand for zero-carbon industrial parks, supported by national and local government policies [2] - The company is experiencing a transitional phase, with significant growth in targeted sectors, but traditional business declines are affecting overall revenue growth [2] - Some new business projects have longer cycles, which delays revenue recognition [2] Client Engagement and Strategy - Large client business, centered around EMS 3.0, is a significant focus, although the overall proportion of large clients has not been disclosed [2] - High repurchase rates from large clients can drive sales of hardware and systems, enhancing customer loyalty and enabling standardized solutions to be replicated across more clients [2]

南方电网公司将于10月29日至31日在海南博鳌举办第六届新型电力系统国际论坛暨第二十一届中国南方电网国际技术论坛。 论坛将以"共建新型电力系统，加快能源低碳转型"为主题，助力数字化、绿色化协同，促进新型电力系统和新型能源体系建设，全面 深化国内外新型电力系统交流合作。 论坛将组织新型电力系统各专业技术领域主题研讨、重磅演讲，邀请国家能源局相关领导、海南省政府相关领导参加论坛并发表致辞， 邀请大型国际组织的领导、专家作致辞、参与主题研讨活动、做主旨演讲等，邀请院士专家深度参与学术研讨活动，邀请联合研究院及 其他重点高校的教授学者参与论坛，邀请国内外致力于新型电力系统和新型能源体系建设的专业人士参会，打造具有国际视野的高水平 学术交流平台。敬请期待！ 来 源：南 网 5 0 H z E n d 欢 迎 分 享 给 你 的 朋 友！ 出品 | 中国能源报（c ne ne rgy） 推广 责编 | 李慧颖 ...