2025年9月11-14日，2025中国汽车产业发展（泰达）国际论坛在天津如期召开。在9月12日举行的新兴产业生态专场 中，与会代表围绕车联网融合互动生态构建展开讨论，探讨车联网的融合发展。 开迈斯新能源科技有限公司首席技术官陈思预测，2025年，我国新能源汽车保有量将达到4500万辆，充电桩将达到2000万 个，全面覆盖新能源汽车的充电需求。同时，预计到2025年底，充电量将达到800亿度，占全国家用电器用电量的八分之一左 右。如此高的用电量要求更多的车网互动V2G，才能确保安全运营，让车企、桩企和电网等各方都能在互动融合发展中健康、 安全发展。 在国网智慧车联网技术有限公司副总经理王文看来，当前，新兴电力系统正处在快速发展阶段，从量变逐步过渡到质变。 随着新能源渗透率不断提高，电源侧的聚集性和波动性日益增强，用电侧的峰谷差持续拉大，尤其在晚高峰时段，这给电力系 统的保供、转型和稳定运行都带来了巨大压力。在保供方面，部分省份出现新能源发电高峰超过用电负荷，已成为新常态。为 了维持电网稳定，需要更强的调节能力，车网互动将在其中发挥重要作用。车网互动需要开展省域车网互动试点，推动从政策 驱动转向市场驱动；推动公 ...

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" ...

Core Viewpoint - The rapid growth of installed capacity in renewable energy generation in Jilin Province is facing challenges due to insufficient local consumption capacity and external transmission channels, which may lead to a decline in renewable energy utilization and affect project profitability [2][3]. Group 1: Company Performance - Jilin Electric Power Co., Ltd. (吉电股份) reported a year-on-year decrease in electricity sales by 1.33%, a drop in electricity prices by 3.93%, and a decline in operating revenue by 4.63%, resulting in a year-on-year decrease in net profit attributable to shareholders by 33.72% in its 2025 semi-annual report [2]. - The company's gross profit margins for wind and solar products are projected to decline by 0.14 and 5.15 percentage points respectively in 2024 compared to the previous year, with a year-on-year decrease of 7.8 and 4.82 percentage points in the first half of this year [3]. Group 2: Industry Trends - The installed capacity of wind power increased by 22.7% and solar power by 54.2% year-on-year, while the overall electricity consumption grew by only 3.7%, indicating an imbalance between supply and demand that impacts the profitability of power generation companies [3]. - The National Development and Reform Commission and the National Energy Administration have initiated reforms to promote market-oriented pricing for renewable energy, which may increase price volatility and competitive pressure in the electricity market [3]. Group 3: Strategic Initiatives - The company is focusing on the "Renewable Energy +" model and green hydrogen-based energy, aiming to enhance renewable energy capacity and explore downstream applications in green ammonia and green methanol production [5][6]. - The Daan Wind-Solar Integrated Green Hydrogen Project, with a total investment of 5.956 billion yuan, is designed to produce 180,000 tons of green ammonia annually and is currently in trial operation [6]. - The company plans to invest 4.92 billion yuan in a 200,000-ton green methanol innovation demonstration project [6]. Group 4: Market Outlook - The global demand for green methanol is expected to exceed 300 million tons by 2050, with China's planned production capacity surpassing 10 million tons [7]. - The green hydrogen-based energy market is anticipated to grow rapidly, driven by carbon neutrality policies and advancements in core technologies, although challenges such as high production costs and lack of pricing mechanisms remain [7].

输配电价改革"四弩齐发" 新一轮电力体制改革中，输配电价堪称电价体系的"中枢神经"，不仅直接决定着电力资源在发、输、配、用各环节的成本传导效率，更 深刻影响着市场主体的运营决策与终端用户的用电成本。 9月8日，国家发展改革委同步发布《输配电定价成本监审办法（修订征求意见稿）》《省级电网输配电价定价办法（修订征求意见 稿）》《区域电网输电价格定价办法（修订征求意见稿）》《跨省跨区专项工程输电价格定价办法（修订征求意见稿）》，向社会公开 征求意见（以下简称"修订征求意见稿"）。这是我国关于电价监管首次"四弩齐发"并行修订，被业内视为第四监管周期输配电价改革谋 篇布局的关键举措。 激活发电端：畅通新能源消纳"双循环" 记者注意到，修订征求意见稿聚焦省内消纳与跨省跨区输送两个维度，充分释放出为新能源发展打通"堵点"、畅通"链路"的清晰信号。 在省内消纳维度，修订征求意见稿提出，电网企业服务新能源就近消纳等新型主体时，探索实行单一容量制电价。 华夏双碳能源研究院专家顾问马一峰认为，这相当于为源网荷储一体化、绿电直供等项目"减负松绑"。符合条件的项目通过单一容量制 电价，可精准核算分摊系统平衡成本，这将激励更多市场主体通 ...

打造"有为政府"与"有效市场"相结合的"甘肃样板" ——专访中国电力企业联合会监事长潘跃龙 去年9月，甘肃电力现货市场由中国电力企业联合会（以下简称"中电联"）评估后转入正式运行，时至 今日已满一周年。期间现货市场运行平稳，市场影响力持续扩大，"甘肃经验"为全国新能源高占比地区 电力市场建设提供了重要参考。 一年回眸，甘肃电力现货市场运行作出了哪些"典型示范"？对于维护电力安全保供、新能源消纳和优化 资源配置等发挥了何种重要作用？下一阶段，又将如何深化发展？近日，中电联监事长潘跃龙接受中能 传媒记者专访，就上述问题做出分析解答。 中能传媒 中能传媒 截至目前，甘肃电力现货市场运行成就如何？对于服务全国统一电力市场建设提供了哪些可借鉴、可推 广的经验？ 潘跃龙：在运行效果上，一方面通过价格信号激励各类电源根据供需变化灵活调整，夯实保供基础；另 一方面，采用双边"报量报价"方式，使市场充分竞争在稳定电价方面的作用更加明显。 首先，引导电源侧稳发满发，保障电力供给能力。今年1~7月，负荷高峰时段平均价格0.32元/千瓦时， 较燃煤基准价上涨，激励煤电机组顶峰发电，增加顶峰能力70万千瓦。储能在现货市场中低谷充电、高 ...

Energy Storage Power Supply Concept - Energy storage power supply integrates energy collection, conversion, storage, and release, primarily used for peak shaving, valley filling, dynamic regulation, emergency power supply, and energy independent management [1] - It features bidirectional energy flow, multi-mode power supply, and intelligent distribution, making it a crucial technology for modern energy structures like renewable energy consumption and smart grids [1] Technical Performance and Core Indicators - Battery capacity ranges from 3 kWh to 10 MWh, with household systems typically between 5 kWh and 20 kWh, while large commercial systems can reach MWh levels, such as a standard 40-foot container system capable of 2 MWh [3] - Output voltage levels include common DC outputs of 48V, 96V, and 384V, and AC outputs of single-phase 220V or three-phase 380V, supporting grid-tied or off-grid operation [3] - Output power for portable systems ranges from 500W to 3000W, while large systems can exceed 50 kW, 100 kW, or 500 kW, catering to high-load industrial needs [3] - Lithium iron phosphate battery systems can achieve over 6000 cycles (80% DOD), with operational lifespans of 8 to 10 years, significantly surpassing traditional lead-acid systems [4] - Advanced bidirectional inverter designs enable overall system efficiency exceeding 92%, with MPPT functionality for maximum energy utilization when paired with photovoltaic inputs [5] - Integrated BMS ensures safety with multiple protection mechanisms against over-voltage, over-current, over-temperature, short-circuit, and reverse connection [5] - Supports communication protocols like RS485, CAN, and Modbus-TCP/IP for remote monitoring and management with EMS and SCADA systems [5] Application Industries - In photovoltaic systems, energy storage units store solar energy during the day for use at night or on cloudy days, enhancing renewable energy stability; for instance, a domestic 200 kW distributed photovoltaic system paired with a 400 kWh storage unit alleviates "curtailment" issues [7] - For industrial users in high electricity cost areas, energy storage systems charge during off-peak hours and discharge during peak hours, reducing electricity costs; a 1 MWh system deployed at a data center in South China saves over 800,000 RMB annually [8] - In remote areas, energy storage systems combined with wind and solar power provide independent power supply, as demonstrated by a 20 kWh system at a medical station in Africa ensuring 24-hour operation of medical equipment [10] - Energy storage systems act as buffers at electric vehicle charging stations to prevent grid overload during peak charging times; a city fast charging station with a 500 kWh storage unit can support simultaneous fast charging for 10 EVs per hour [11] - Portable energy storage systems provide continuous power for communication, lighting, and medical needs in extreme environments, ensuring operational continuity during military exercises or natural disasters [11] Usage Considerations - Energy storage systems should operate within a temperature range of 0°C to 45°C; additional heating/cooling modules can accommodate wider climate conditions [12] - Good ventilation is essential to prevent heat accumulation during prolonged high-load operation; large systems are recommended to have independent air conditioning [13] - Regular inspections every quarter are advised to check battery status, voltage balance, and BMS fault codes, ensuring timely replacement of faulty modules [14] - Outdoor systems should have an IP54 or higher protection rating and be connected to lightning protection systems to mitigate safety risks from lightning and moisture [15] - Regular software updates and data backups are necessary for monitoring systems to track historical trends and troubleshoot issues [16] Industry Outlook - With the backdrop of "dual carbon goals" and energy structure transformation, energy storage power supply is evolving from a supporting role to a strategic mainstay in energy [18] - Future developments include higher energy density through new storage technologies like solid-state and sodium-ion batteries, enhancing deployment efficiency [18] - Energy storage systems will increasingly integrate into the energy internet, forming a dynamic energy ecosystem with photovoltaics, wind power, and electric vehicles [19] - Modular storage products will enable "plug-and-play" capabilities, significantly reducing construction time and operational costs [20] - Energy storage systems will align with international standards in safety, electromagnetic compatibility, and communication protocols, adapting to global markets [21] - Government incentives, such as the U.S. Inflation Reduction Act and EU green energy subsidies, will further promote the adoption of energy storage systems in global energy frameworks [22]

Core Viewpoint - Ningxia is leveraging its abundant renewable energy resources, particularly solar and wind, to transform its economy and establish itself as a leader in green energy development, with a significant focus on building a new energy system and enhancing the efficiency of renewable energy utilization [1][3][7]. Renewable Energy Development - Ningxia has become the first comprehensive demonstration zone for renewable energy in China, with a renewable energy installed capacity exceeding 50 million kilowatts, accounting for 62.6% of its total installed capacity [1]. - The region's solar energy utilization averages about 1,500 hours per year, while wind energy utilization averages around 2,000 hours per year, supported by vast unutilized land [1][2]. - The Ningdong Energy and Chemical Base features a 2 million kilowatt photovoltaic base that generates approximately 3.7 billion kilowatt-hours annually, saving about 1.15 million tons of standard coal and reducing carbon emissions by approximately 3.15 million tons [2]. Policy and Infrastructure Support - Ningxia has introduced several supportive policies to enhance the new energy system, including the implementation of a three-year action plan for green and low-carbon transformation [3]. - The region has established a new type of power system capable of 24-hour green electricity supply, addressing issues related to distribution network capacity and regulation [2][3]. - The construction of the first integrated wind-solar project and the first smart charging demonstration center in Northwest China has been completed, showcasing Ningxia's commitment to renewable energy development [3]. Power Transmission and Economic Impact - In 2024, Ningxia's renewable energy generation is projected to reach 61.3 billion kilowatt-hours, with 40.2 billion kilowatt-hours consumed locally and 21.1 billion kilowatt-hours transmitted to other regions [4]. - The "Ningxia to Hunan" ultra-high voltage direct current transmission project is expected to deliver over 36 billion kilowatt-hours annually, with more than 50% coming from renewable sources [6]. - The region's green electricity initiatives are expected to enhance its economic development while supporting energy supply in eastern and central China [4][6]. Technological Advancements and Challenges - Ningxia has made significant technological advancements in green electricity, achieving multiple provincial and national awards for innovations [7]. - The region's energy storage capacity has surpassed 600,000 kilowatts, ranking fourth in the country, which helps improve the controllability of renewable energy input [10]. - Despite the promising outlook, challenges remain in stabilizing the power system and ensuring effective integration of renewable energy sources [11]. Future Plans and Goals - By 2025, Ningxia aims to increase its renewable energy capacity by 20.6 million kilowatts and storage capacity by 600,000 kilowatts, while enhancing its power grid infrastructure [8]. - The region plans to develop 2,447 megawatts of new energy to support the green electricity needs of various industries, including modern coal chemical and data-intensive sectors [12].

Core Viewpoint - The company is actively promoting the construction of a virtual power plant platform to adapt to the new energy management system and enhance the integration of distributed energy resources [1] Group 1: Virtual Power Plant Development - The virtual power plant is a new energy management system developed to accommodate the new type of power system [1] - It aggregates distributed energy resources such as photovoltaics, energy storage, and controllable loads to form an "urban power regulation pool" [1] - The system aims to enable intelligent and flexible participation of demand-side resources in system regulation [1] Group 2: Technological Integration - The company is utilizing Internet of Things (IoT) technology to integrate distributed resources [1] - This integration is intended to promote the consumption of renewable energy [1] Group 3: Company Involvement - The company has not participated in the construction of related artificial intelligence bases [1]

Group 1 - The core viewpoint of the articles highlights the positive performance of the new energy sector, with the China Securities New Energy Index rising by 0.70% and significant gains in key stocks such as Jiejia Weichuang and Zhengtai Electric [1][4] - The New Energy ETF (159875) has shown a weekly average trading volume of 65.82 million yuan and a net asset value increase of 8.81% over the past six months, indicating strong investor interest and market activity [1] - The top ten weighted stocks in the China Securities New Energy Index account for 43.41% of the index, with notable companies including Ningde Times and Sunshine Power [4] Group 2 - The National Energy Administration and the National Development and Reform Commission are advancing the construction of the electricity market, aiming for equal market participation for new energy storage and the establishment of a provincial-level electricity spot market by the end of 2025 [3] - The "2025 Energy Work Guidance Opinion" emphasizes the need for a coordinated approach to new energy development and consumption systems, suggesting that policy improvements may lead to marginal enhancements in new energy consumption and pricing [4]

Group 1: Core Achievements in Energy Development - During the "14th Five-Year Plan" period, China's energy consumption increment reached 1.5 times that of the previous five years, with expected new electricity consumption exceeding the annual consumption of the EU [2][3] - The share of non-fossil energy consumption is projected to exceed the 20% target set for the "14th Five-Year Plan," with a current rate of 19.8% and an annual increase of 1 percentage point [3][4] - Renewable energy generation capacity has significantly increased, with installed capacity rising from 530 million kilowatts in 2020 to 1.68 billion kilowatts by July this year, achieving an average annual growth rate of 28% [5] Group 2: Green Transition and Market Mechanisms - The proportion of renewable energy in total electricity consumption has reached approximately 33%, with every third kilowatt-hour being green electricity [2][3] - The establishment of a national unified electricity market is underway to enhance the adaptability of the power system to renewable energy, focusing on stability, strength, market expansion, flexibility, and supportive policies [6][7] - The market will play a decisive role in determining the consumption of renewable energy, aligning with international practices in developed countries [8] Group 3: Future Goals and Challenges - The "15th Five-Year Plan" aims for a non-fossil energy consumption share of 25%, with significant pressure on carbon intensity reduction targets [4] - Companies are encouraged to adopt flexible energy consumption strategies to better integrate with the grid and optimize costs [4][6] - There is a need for enhanced research and development in sustainable fuel technologies to lower costs and meet future energy demands [8]