9月2 7日，由山西省能源局、国家电投集团主办，中国能源报和中国能源研究会支持的" 2025新能源产业创新合作暨第十五届新能源企 业50 0强论坛"在山西太原举行。 中国气候变化事务特使刘振民，中国能源研究会理事长史玉波，国家电投集团党组成员、副总经理王绍民，欧盟科学院院士、中国科学 技术大学教授孙金华，山西省能源局领导以及来自国内外相关政府部门和机构负责人，院士专家，行业企业、高校智库代表等参会。 作为" 20 25太原能源低碳发展论坛"的重要组成部分，本届论坛以"跨越周期 韧性增长"为主题，围绕大变局时代，新能源行业如何跨越 周期性波动、同质化竞争、内卷加剧等周期迷雾展开深入探讨，为行业可持续、高质量发展汇智聚力。 会议同期发布《2025全球新能源企业500强竞争力报告》（以下简称《5 00强报告》）《2025碳中和绿色影响力品牌》《2 025双碳科技 创新案例》多份行业重量级报告和成果，明晰全球新能源企业竞争格局，服务全球新能源产业及企业发展。 从跟跑到领跑的跨越 刘振民表示，经过多年高速发展，我国在新能源汽车、风电光伏、水电及智能电网等领域实现多项重大技术突破，电池技术、光伏转换 效率、风电机组容量等 ...

Core Insights - The article highlights the significance of the Huayan First Energy Storage Power Station in Ningxia, which is positioned as a model for modular distributed energy storage technology and plays a crucial role in China's energy transition strategy [2][4][8]. Industry Overview - The global energy transition has made energy storage a core component of carbon neutrality strategies, with China leading as the largest market for new energy storage applications, accounting for over 40% of global installed capacity [2]. - Ningxia is designated as a national comprehensive demonstration zone for new energy, promoting a "wind-solar-fire-storage integration" policy to foster industry development [2]. Project Details - The Huayan First Energy Storage Power Station, with a capacity of 200MW/400MWh, is set to be the largest distributed modular energy storage station on the grid side globally, officially operational since December 30, 2023 [2]. - The location in Zhongning County, Ningxia, is strategic due to the region's high renewable energy output, exceeding 80% of installed capacity, necessitating enhanced grid regulation capabilities [3]. Operational Efficiency - The station has achieved a cumulative charge and discharge efficiency of nearly 90%, surpassing the industry average of 84%-85% [6]. - Key operational metrics include an online rate of 99.93%, a capacity retention rate of 98%, and a single charge and discharge depth exceeding 98%, all contributing to the station's long-term profitability [6][7][8]. Future Prospects - The energy storage sector is poised for significant growth, with a target of reaching 180 million kilowatts by the end of 2027 as outlined in the newly released "New Energy Storage Scale Construction Special Action Plan (2025-2027)" [9]. - The Huayan First Energy Storage Power Station serves as a benchmark for future projects, emphasizing the importance of translating technical details into energy revenue [8][9].

Core Viewpoint - The recent policies regarding direct green electricity connections are seen as a significant breakthrough for promoting renewable energy consumption and meeting EU carbon tariff requirements, following the issuance of the 650 and 1192 documents [1] Group 1: Policy Developments - The 650 document encourages private enterprises to invest in direct green electricity connection projects, while the 1192 document clarifies the pricing mechanism for nearby renewable energy consumption, serving as a crucial supplement to the 650 document [1] - The 1192 document emphasizes a "who benefits, who bears" principle for the costs associated with stable supply services in the electricity system, ensuring equal participation of direct green electricity connections in the electricity market [3] Group 2: Objectives and Benefits - Direct green electricity connections aim to alleviate the pressure on renewable energy consumption at the generation end, reduce electricity costs for users, and assist export enterprises in managing carbon footprints and complying with international green trade regulations [2] - The model is particularly beneficial for high-energy-consuming industries such as data centers, steel, and cement, as it accelerates the green electrification process and reduces reliance on public electricity grids [2] Group 3: Economic Considerations - The new pricing mechanism introduced in the 1192 document is more favorable for renewable energy investors, as it reduces system operation and line loss costs, thereby creating a reasonable price difference for investors [3] - The economic viability of direct green electricity projects is influenced by regional resource endowments and policy differences, necessitating detailed calculations by developers and electricity users [5] Group 4: Implementation Challenges - Despite the promising outlook, the lack of clear operational pathways for direct green electricity connections has resulted in limited market response to the new policies [4] - Significant financial pressures arise from the need for dedicated line construction, and the mismatch in lifecycle between power sources and load enterprises may impact project investment returns [4] - The current policies may have conflicting elements, complicating the decision-making process for renewable energy investors regarding whether to opt for direct connections or grid integration [4][5]

Group 1 - The construction of China's electricity spot market has entered a critical stage, with seven provincial-level markets officially operational as of August this year, and six others in trial operation [1] - The spot market serves as a core platform for electricity resource allocation and is crucial for ensuring energy security, with a trading system covering 26 provinces and over 6,000 power generation entities [1] - The inter-provincial spot market has demonstrated its capacity to alleviate supply pressure during peak electricity usage, with a maximum mutual assistance power of 14.32 million kilowatts recorded this summer [1] Group 2 - The guiding role of the spot market in the consumption of renewable energy has begun to show results, with inter-provincial market transactions of renewable energy reaching 7.75 billion kilowatt-hours, accounting for 36.5% of total transactions in the first eight months of this year [2] - Zhejiang's spot market has effectively utilized market price signals to guide users in shifting their electricity usage, achieving a peak load reduction of 3 million kilowatts [2] - The increasing share of renewable energy is significantly altering the operational characteristics of the power system, with negative electricity prices becoming a common issue in regions with high penetration of renewables [2] Group 3 - Future market development should focus on a multi-layered system that includes energy markets, capacity markets, and ancillary service markets to ensure long-term supply capabilities and reasonable returns for flexible resources [3]

新华社南京9月23日电（记者陈圣炜）记者从江苏省送变电有限公司获悉，我国首个"交流改直流"输电 工程——扬州至镇江±200千伏直流输电工程23日完成投运后的首次年度检修，将提升地区电网迎峰度 冬的调节能力，保障长三角能源安全。 据悉，扬镇直流一期工程起于扬州高邮、止于镇江经开区，全长约110千米，于去年4月底建成投运。本 次检修共投入48名人员，实现对全线284基铁塔的全覆盖排查，面对部分塔位同期开展二、三期架线施 工、多家单位并行作业的复杂局面，检修团队依据基建进度精准规划，实现"穿插不交叉"的高效协同。 据介绍，本次检修将生态敏感区线路综合整治列为重点任务。工程沿线位于鸟类活动频繁的长三角区 域，时值候鸟迁飞高峰期，检修团队采取了多项生态友好防护措施，包括加装绝缘防护装置、人工鸟巢 等，有效防范鸟类触电伤亡的同时，也减少了鸟巢等对线路安全运行的影响。 据国网镇江供电公司介绍，江苏风电、光伏等新能源主要集中在长江以北地区，而用电负荷中心位于长 江南岸。为打通新能源消纳通道，江苏于2022年底启动扬镇直流一期工程建设，将原有的交流线路改造 为直流线路，成为苏北"风光"绿电跨江输送专线，每年可减排二氧化碳约16 ...

Core Insights - The construction of China's electricity spot market has entered a critical stage, with seven provincial-level markets officially operational as of August this year, and six others in trial runs [1] - The spot market serves as a core platform for electricity resource allocation and is crucial for ensuring energy security, with a trading system covering 26 provinces and over 6,000 power generation entities [1] - The spot market has begun to show its guiding role in the consumption of renewable energy, with inter-provincial market transactions of renewable energy reaching 7.75 billion kilowatt-hours, accounting for 36.5% of total transactions in the first eight months of this year [2] Group 1 - The inter-provincial spot market's maximum mutual assistance power reached 14.32 million kilowatts during peak summer electricity usage, alleviating supply pressure in local areas [1] - The Zhejiang provincial market has implemented mechanisms such as "5-minute rolling clearing" and "joint optimization of electric energy and frequency modulation," effectively guiding users to shift their electricity usage by 3 million kilowatts [2] - The increasing share of renewable energy is significantly changing the operational characteristics of the power system, with negative electricity prices becoming a common issue in regions with high penetration of renewables [2] Group 2 - Future market development should focus on a multi-layered system that includes an energy market, capacity market, and ancillary services market to ensure long-term supply capabilities and reasonable returns for flexible resources [3] - The expansion of price differentials needs to be coordinated with capacity mechanisms to enhance the overall efficiency of the electricity market [3]

Core Insights - The construction of China's electricity spot market has entered a critical stage, with seven provincial-level markets officially operational as of August this year, and six others in trial runs, forming a basic framework of "unified market, two-level operation" [1] - The spot market serves as a core platform for electricity resource allocation and is crucial for ensuring energy security, with a trading system covering 26 provinces and over 6,000 power generation entities [1] - The spot market has begun to show its guiding role in the consumption of renewable energy, with inter-provincial market transactions of renewable energy reaching 7.75 billion kilowatt-hours, accounting for 36.5% of total transactions in the first eight months of this year [2] Group 1 - The rapid expansion of new energy installations and issues such as "abandoned light" during midday and supply pressure during peak hours indicate that the market mechanism needs further optimization to adapt to high proportions of renewable energy [1] - The inter-provincial spot market's maximum mutual assistance power reached 14.32 million kilowatts during peak summer electricity usage, effectively alleviating supply pressure in certain regions [1] - Zhejiang's spot market has successfully utilized market price signals to guide users in peak shaving, achieving a reduction of 3 million kilowatts and uncovering over 3.5 million kilowatts of user-side flexible adjustment capacity [2] Group 2 - The increasing share of renewable energy is profoundly changing the operational characteristics of the power system, with negative electricity prices becoming a common issue in regions with high renewable penetration [2] - It is suggested that the response to frequent negative electricity prices should be through mechanism optimization rather than administrative intervention, including controlling the pace of new energy installations and enhancing user-side flexibility [3] - A multi-layered system comprising "energy market + capacity market + ancillary services market" is proposed for future development, ensuring long-term supply capability and allowing flexible resources to gain reasonable returns [3]

Core Insights - The construction of China's electricity spot market has entered a critical stage, with seven provincial-level markets officially operational as of August this year, and six others in trial runs, forming a basic framework of "unified market, dual-level operation" [1][2] Group 1: Market Development - The spot market serves as a core platform for electricity resource allocation and is crucial for ensuring energy security, with a trading system covering 26 provinces and over 6,000 power generation entities [1] - During the peak electricity usage this summer, the maximum inter-provincial mutual assistance power reached 14.32 million kilowatts, effectively alleviating supply pressure in local areas [1] Group 2: Renewable Energy Integration - The guiding role of the spot market for renewable energy consumption has begun to show results, with inter-provincial market transactions of renewable energy reaching 7.75 billion kilowatt-hours, accounting for 36.5% of total transactions in the first eight months of this year [2] - The operational practices in Zhejiang, the first provincial-level spot market in the Yangtze River Delta, have effectively utilized market price signals to guide users in peak shaving, achieving a reduction of 3 million kilowatts [2] Group 3: Market Mechanism Optimization - The seasonal and temporal characteristics of negative electricity prices in high renewable penetration areas indicate a need for mechanism optimization rather than administrative intervention, such as controlling the pace of renewable installations and enhancing user-side flexibility [2] - Future market structures should include a multi-layered system of energy markets, capacity markets, and ancillary service markets to ensure long-term supply capabilities and reasonable returns for flexible resources like pumped storage and energy storage [3]

Core Viewpoint - The article emphasizes the strategic significance of the newly released "Guidelines for the Construction of Continuous Operation Areas in the Electricity Spot Market," which aims to enhance the efficiency, safety, and fairness of China's electricity market, particularly in the context of high proportions of renewable energy integration [2][9]. Group 1: Addressing High Proportion of Renewable Energy and System Stability - The share of renewable energy in China's installed capacity has surpassed 40%, but its intermittent nature poses challenges to the stability and balance of the power system, especially under extreme weather conditions [3]. - The guidelines aim to establish a market framework that reflects the characteristics of high renewable energy integration, including time-based pricing signals and the participation of new market entities like virtual power plants and smart microgrids [3][4]. Group 2: Building a Multi-Dimensional Electricity Market System - The guidelines clarify the need for coordinated trading across different timeframes and types, promoting a more refined trading cycle that enhances the consumption of renewable energy [5]. - It encourages the integration of ancillary services with energy markets, transitioning from separate billing to global optimization, which is crucial for efficient resource allocation [5]. - The guidelines also advocate for the establishment of online retail trading platforms to enhance market transparency and facilitate diverse retail package options for consumers [6]. Group 3: Creating a Fair Competitive Environment through Regulation - Effective regulation and information symmetry are essential for market efficiency and fairness, as highlighted in the guidelines, which propose improvements in market information disclosure and order maintenance [7]. - The guidelines introduce new regulatory measures to prevent market manipulation and local protectionism, ensuring a fair and unified national electricity market [7][8]. - Emphasis is placed on standardizing operational processes and enhancing data infrastructure connectivity to support fair market execution [8]. Conclusion - The guidelines represent a comprehensive approach to optimizing the electricity market in the context of high renewable energy integration, supporting China's green and low-carbon transition while establishing a structured path for market development [9].

今年迎峰度夏期间，山东电网负荷8次创历史新高，并首次突破1.3亿千瓦。同时，截至今年8月底，山 东新能源装机达1.2367亿千瓦。 随着市场化改革不断深入，电力市场助力新能源高质量发展的作用越发凸显。9月11日，山东新能源增 量项目机制电价竞价结果进入公示阶段，这是全国首次开展的新能源机制电价竞价。在首轮竞价中，有 3000多个新能源项目参与，覆盖风电、太阳能发电两大类别。此次竞价标志着电力市场化改革迈出了关 键一步。 如何平衡好规模与效率，促进新能源高质量发展？机制电价是一项重要创新。机制电价竞价类似于投 标，可以从"量"和"价"两个维度来理解。山东省发展改革委价格处副处长史华南介绍，"量"可以理解为 能"中标"的总规模，根据年度风电光伏消纳责任权重完成情况等因素确定。在总量之下，按照报价"低 价优先"的方式入围，"中标价"取入围项目的最高价。这样能够有效实现新能源"量"的合理增长 与"价"的有效竞争。 山东这次竞价形成的新能源机制电价，相当于一个动态的"价格保险"：当电力市场价格低的时候，"价 格保险"会支付费用保证项目得到入围时获得的电价；当电力市场价格高的时候，"价格保险"会回收项 目高于入围电价的收 ...