为扩大区域内绿电交易规模，长三角电力市场一方面将常态化开展跨省绿电交易，积极推动绿电需求旺 盛、绿电资源不足的省市跨省购买绿电。另一方面适应新能源预测难度大、出力波动大的特点，兼顾送 受两端实际情况，探索开展区域内跨省可中断绿电交易。力争2025年区域内绿电交易实现规模化增长， 提升至12亿千瓦时。 在完善富余发电资源互济交易机制方面，长三角电力市场一方面在原有富余火电跨省交易的基础上进一 步推动新能源和核电等富余市场化电力直接参加跨省中长期交易，提高交易频次，细化交易时段划分， 允许交易主体不断修正中长期合约曲线，灵活调整交易合同。另一方面"皖电东送"机组在按分电比例签 订年度合同的基础上，运行阶段通过市场化方式调整交易合同，提高资源优化配置灵活性。另外，还将 有序推动用户参与跨省电力交易，研究推动建立适应长三角一体化的可再生能源消纳责任考核和控煤指 标考核制度。 《方案》明确，2025年长三角电力市场建设将推进区域内新能源跨省交易、完善富余发电资源互济交易 机制、扩大区域内绿电交易规模、组建长三角电力市场管理委员会，完善市场治理模式以及建立长三角 电力市场常态化评估工作机制，扎实推进评估发现问题整改。 4 ...

Core Viewpoint - The company held an annual performance briefing for 2024 and the first quarter of 2025, discussing its resource acquisition, project development, and financial performance, highlighting both growth opportunities and challenges in the renewable energy sector. Group 1: Resource Acquisition and Development Plans - In 2024, the company plans to acquire approximately 44 million kilowatts of new renewable resources, including 12.5 million kilowatts from the Xinjiang South Taklamakan Desert base, with an approved scale of about 12.2 million kilowatts [2] - The company is focusing on large-scale wind and solar bases in resource-rich areas and is advancing offshore wind power projects, particularly in Inner Mongolia, Xinjiang, and Qinghai [3] - The company aims to implement a "wind-solar-fire-storage" integrated development model to enhance energy transition and ecological governance [6] Group 2: Financial Performance and Challenges - The company's net profit attributable to shareholders is expected to decline by 14.81% in 2024 due to changes in electricity sales structure, increased depreciation, and impairment provisions totaling 1.45 billion yuan [7] - The company reported a 42 billion yuan recovery from renewable energy price additions in 2024, actively tracking fiscal fund allocations [8] - The overall financing cost for 2024 is expected to be more than 10% lower than the LPR, with a year-on-year decrease of approximately 35 basis points [9] Group 3: Market Trends and Future Outlook - The company anticipates a further release of market demand for green electricity in 2025, supported by new policies promoting renewable energy consumption [16] - The green electricity trading volume increased by 48% in 2024, although the overall price saw a decline due to market conditions [15] - The company plans to maintain a stable dividend policy, with a historical payout ratio above 30% [11]

5月10日，国网北京电力公司维修分公司的技术人员在用测温设备检测新航城500千伏变电站输电设备温度。 5月9日，随着4月新疆输送北京的1200万千瓦时错峰绿电交易量全部完成，实现了新疆午后阳光"点亮"北京夜景。 此次错峰交易的绿电主要来自新疆阿勒泰、哈密等地区的光伏发电企业，通过特高压直流工程通道，跨越约3000公里向北京错峰输电。北 京和新疆有着近两个小时的光照时差，每天下午的17点左右，北京开始进入用电晚高峰，此时也正是新疆的光伏发电高峰期，两地利用地理区 位的特点以小时级进行错峰交易。 近年来，北京市外调绿电规模持续扩大，2024年进京的绿电达到350亿千瓦时。 新华社记者 李欣 摄 此次错峰交易的绿电主要来自新疆阿勒泰、哈密等地区的光伏发电企业，通过特高压直流工程通道，跨越约3000公里向北京错峰输电。北 京和新疆有着近两个小时的光照时差，每天下午的17点左右，北京开始进入用电晚高峰，此时也正是新疆的光伏发电高峰期，两地利用地理区 位的特点以小时级进行错峰交易。 5月10日，国网北京电力公司维修分公司的技术人员在巡检新航城500千伏变电站输电设备。 5月9日，随着4月新疆输送北京的1200万千瓦时错峰 ...

Group 1 - The fourth ministerial meeting of the China-Latin America and Caribbean Forum will be held in Beijing on May 13, with the aim of enhancing cooperation in various fields including technology, trade, finance, and infrastructure [2] - In the first four months of 2023, China's total goods trade value reached 14.14 trillion yuan, a year-on-year increase of 2.4%, with exports growing by 7.5% [3] - From January to April, national railway fixed asset investment reached 194.7 billion yuan, reflecting a year-on-year growth of 5.3% [4] Group 2 - The first intelligent inspection robot for freight railways has been deployed in Hebei, achieving over 98% accuracy in fault identification and 100% recognition of common faults [5] - In April, retail sales of new energy passenger vehicles reached 905,000 units, marking a year-on-year increase of 33.9% [6] - The new marriage registration policy allowing nationwide processing has led to a surge in marriage registrations in various cities [7] Group 3 - The high-level economic talks between China and the U.S. in Geneva resulted in significant progress and agreements on trade concerns [9] - Japan's Prime Minister reiterated the demand for zero tariffs on exports to the U.S., particularly concerning the automotive sector [10] - The Long Beach port in California experienced a 30% drop in cargo volume due to U.S. tariff policies, raising concerns about supply shortages [11] Group 4 - The fourth round of indirect negotiations regarding Iran's nuclear issue with the U.S. has concluded [12] - Russia's President proposed to resume direct negotiations with Ukraine on May 15, indicating a potential shift in diplomatic efforts [13] - Ukraine's President expressed willingness to negotiate, emphasizing the need for a ceasefire as a first step towards peace [14] Group 5 - The Palestinian President reaffirmed the rejection of the U.S. proposal for controlling Gaza, highlighting ongoing geopolitical tensions [15] - China has achieved its first cross-province peak-shifting green electricity transaction, sending 12 million kWh of green electricity from Xinjiang to Beijing [16] - A 5.5 magnitude earthquake occurred in Tibet, with noticeable tremors reported in the county [17] Group 6 - Xiaomi's high-end model SU7 Ultra is facing backlash over alleged false advertising, with over 300 consumers seeking refunds [18] - JD Group has applied for multiple "Joyrobotaxi" trademarks, indicating a strategic move into the autonomous taxi market [19] - CATL announced a maximum issuance price of 263 HKD per share for its upcoming listing in Hong Kong [20] Group 7 - Over 10.66 billion shares worth approximately 18.63 billion yuan will be unlocked next week as part of the stock market's restricted share release [22] - There are no new stock subscriptions scheduled for next week, but Tian Gong Co. will be listed on May 13 [25] - The People's Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio starting May 15 [26] Group 8 - The recent ceasefire agreement between India and Pakistan marks a significant de-escalation in their long-standing conflict [27] - A court ruling in Lianyungang clarified that developers are responsible for remaining mortgage payments if they fail to deliver properties as promised [28]

《通知》明确，多年期购电协议包括在交易平台通过双边协商或集中挂牌达成的多年期绿电交易合同、 电力用户与新能源发电企业在电力市场外签订的多年期绿电交易合约、电力用户与新能源发电企业达成 的战略合作协议等多种模式。 责任编辑：于彤彤 《通知》提出，鼓励电力用户，特别是重点产业电力用户与新能源发电企业签订多年期购电协议（3年 及以上周期，下同），明确电力（电量）、电价、绿色属性价值，或约定电力（电量）、电价、绿色属 性价值形成方式的协议或合约均可在交易机构备案后作为交易结算的依据。 近日，内蒙古自治区能源局发布《关于鼓励签订多年期购电协议稳定发用电主体市场预期有关事宜的通 知》（以下简称《通知》）。 《通知》鼓励重点产业电力用户与新能源发电企业签订多年期购电协议后进一步约定互保结算条款，互 保结算价格由协议双方自主协商形成，可由协议双方自行结算，也可在交易机构备案后委托结算。初 期，新能源发电企业对电力用户的保底结算价格可参考蒙西电网燃煤发电基准价格下浮20%（0.2263元/ 千瓦时），电力用户对新能源发电企业的保底结算价格可参考蒙西电网内新能源结算均价。（杜明俐） 多年期购电协议价格通过协商、挂牌或竞价等市场方 ...

Core Viewpoint - The release of the "Notice on Promoting the Development of Private Economy in the Energy Sector" signals strong government support for private enterprises to engage in high-quality development and contribute to the green and low-carbon transformation of the economy and society [2] Group 1: Challenges Faced by Private Enterprises - Private enterprises face high entry barriers and an unfair competitive environment in the energy sector, particularly in traditional oil, gas, and nuclear power fields dominated by state-owned enterprises [3] - Financing difficulties, including high costs and stringent requirements for loans, hinder private enterprises' investment in energy projects [4] - Existing institutional mechanisms are inadequate to meet the demands of new energy business models, with a lack of unified standards and support for emerging sectors [5][6] Group 2: Measures to Support Private Enterprises - The notice emphasizes enhancing support for private enterprises' energy investments, including participation in infrastructure projects and easing financing pressures through various channels [7][8] - It encourages private enterprises to engage in new energy business models, such as distributed energy and smart microgrids, to leverage their innovative potential [9][10] - The notice outlines the need for fair competition in the energy market, including regulatory measures to prevent monopolistic practices and ensure transparency [11][12][13] Group 3: Implementation and Local Support - The notice stresses the importance of implementing policies effectively, including streamlining energy project approval processes and safeguarding the legal rights of private enterprises [14][15] - Local energy management departments are urged to tailor measures to support private enterprises based on regional conditions, fostering a conducive environment for their development [15]

同力日升 20250427 摘要 • 公司新能源业务显著增长，弥补了传统电梯业务的下滑。承德 300 风电项 目和天津 100 项目成功并网，承德围场共享储能项目已并网并预收两年租 金，预计西北网新政策将带来更多现货交易收益，这些项目显著提升了公 司整体利润。 • 公司与庆阳市政府合作建设新型绿色算力中心，探索源网荷储替代方案， 计划试点备件替代方案，并与杭州新风光合作，在东部沿海地区开展表后 储能系统设计，逐步突破源网荷储，寻求铅酸和柴发替代方案。 • 承德 500 风光互补项目因接入变电站延期，公司考虑将共享储能 51%出 表给国资，以降低杠杆、回笼资金，并计划启动该项目。数据中心方面， 公司正积极配合新型供电架构，试点备件替代方案，并与 IDC 业主方寻求 铅酸和柴发替代方案。 • 公司通过绿电加储能形成微网系统，替代部分柴油机供电，提高供电可靠 性至 99.99%，大幅提升 IDC 机房的绿电占比，降低用电成本。业主通过 降低柴油机配置来补偿投资，公司通过绿电交易和储能收益获得可观回报， 确保整体收益率在 9%以上。 Q&A 公司在新能源领域取得了显著进展。承德 300 风电项目已于去年年底成功并网， ...

市场对绿电的需求增长迅猛。据广东电力交易中心统计，参与今年绿电交易的630余家电力用户中，计 算机、通信和其他电子设备制造业，互联网和相关服务业，石油、煤炭及其他燃料加工业等行业成为新 主力军。 广东电力交易中心发展研究部技术专家陈青介绍，过去广东绿电消费的主力是国有企业和跨国公司，主 要集中在金属制造、建材化工、能源电力、食品生物等行业。如今，电子科技、数据通信业成为主要买 家，为能源结构调整和产业升级带来了新机遇。 数据显示，2024年广东计算机、通信和其他电子设备制造业用电量同比增长11.61%，信息传输、软件 和信息技术服务业用电量同比增长7.22%。这些行业使用绿电可大幅减少碳排放，助力实现"双碳"目 标。以国家"东数西算"工程在华南地区唯一的算力枢纽韶关算力集群为例，今年要建设50万架标准机 架，年用电量预计达97亿千瓦时。如果全部使用绿电，可减少约873万吨的年碳排放量。 南方电网广东韶关供电局计划发展部副总经理杨成介绍，电子科技、数据通信企业对绿电的大规模需 求，可带动上游新能源发电产业发展，促进风电、光伏等新能源项目建设和技术创新，推动储能、智能 电网等相关产业发展，形成完整的绿色能源产业链 ...

央视网消息：四月下旬是宁夏冷凉蔬菜的集中上市期，眼下，各种植基地内的宁夏菜心迎来了今年的第一茬采收季。 宁夏土地肥沃、引黄灌溉便利，加之日照充足、昼夜温差大，十分适宜冷凉蔬菜种植。宁夏菜心口感柔嫩、风味独特，深受市场喜爱。头 茬采收的宁夏菜心主要销往广东、上海等地市场，通过冷链运输，48小时内就能跨越南北端上餐桌。 据了解，今年，永宁县冷凉蔬菜种植面积达6万余亩，全年将复种4至5茬，预计总产量在18万吨以上。 浙江安吉：谷雨时节采茶忙 绿电炒制茶飘香 谷雨时节，浙江湖州的安吉白茶正式开采。采茶工人在一排排茶树中忙碌穿梭，娴熟地按照一芽一叶的标准采摘，绿水青山间跃动着春日 的丰收图景。 在安吉，所有茶园的信息上图入库，不仅实现了茶园数据化、智慧化管理，也确保原产地安吉白茶总量可控制、来源可查询、质量可追 溯。 为确保每一片白茶更"绿"，今年，当地多部门联合整合清洁能源，助推茶农茶企购买绿证，促成绿电交易。仅在安吉黄杜村，当地已推动 茶农和茶企累计购买绿证达2717张，促成绿电交易272万千瓦时。 目前，安吉白茶种植面积达20.06万亩，年产值占湖州安吉农业总产值的60%。 贵州独山：油桐花盛开 为乡村振兴增"香 ...

Core Viewpoint - The company is pursuing a strategic listing in Singapore to enhance its long-term competitiveness without diluting existing shares, aiming to improve stock liquidity and reach a broader international investor base [1] Group 1: Industry Challenges - The company’s installed capacity is projected to grow from 2,768 MW in 2021 to 4,615 MW in 2024, with a compound annual growth rate (CAGR) of 18.58%, while revenue is expected to increase from 2.196 billion to 2.752 billion yuan, reflecting a CAGR of 7.8% [3] - The net profit has not expanded at the same rate, only increasing from 818 million to 876 million yuan, highlighting a structural imbalance in the industry [3][4] - By 2024, China's renewable energy capacity is expected to reach 1.45 billion kW, surpassing thermal power for the first time, with wind and solar accounting for over 80% of new installations [4] Group 2: Company Strategies - The company is focusing on operational efficiency by reducing financing costs, achieving an average financing cost of 3.43% and a comprehensive cost of 3.98% in 2024, both at historical lows [6] - The company plans to classify assets and liabilities of certain subsidiaries as held for sale, involving an amount of 2.778 billion yuan, to alleviate debt pressure and improve financial leverage [8] - The company has completed green electricity transactions of 811 million kWh in 2024 and sold 6.41 million green certificates, indicating a focus on enhancing asset quality and future revenue certainty [9] Group 3: International Expansion - The company has secured 1,399 MW of wind and solar projects globally in 2024, with 679 MW from international markets, and has also acquired 308 MW/616 MWh of international energy storage projects [10] Group 4: Conclusion - The company maintains a dividend payout ratio of over 30%, signaling confidence in its stable cash flow and commitment to shareholder interests amid industry fluctuations [11] - The company's approach serves as a model for global renewable energy firms, demonstrating how to navigate domestic challenges through international capital access and strategic asset management [12]