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科陆电子EMS云边端一体化方案持续升级 技术赋能电力市场化交易
Core Insights - The 2025 SNEC exhibition showcased advancements in energy solutions, particularly by Shenzhen Kelu Electronics Co., Ltd, which introduced the Midea Industrial Storage Aqua-EM and other energy management systems [1] - The company aims to provide comprehensive energy solutions across various applications, including independent storage power stations and virtual power plant market arbitrage [1] - Recent policy changes in China are shifting the energy storage industry from a "policy-supported" model to a "market-driven" approach, enhancing the role of energy storage [1][2] Company Developments - Kelu Electronics, in collaboration with Midea Group, has developed a power trading platform that integrates a three-dimensional forecasting system for energy trading and ancillary services [2] - The platform aims to enhance trading efficiency and accuracy, addressing the declining profitability of commercial energy storage [2] - The EMS (Energy Management System) is highlighted as a critical component for optimizing energy storage operations, enabling proactive decision-making based on real-time data [3][4] Industry Trends - The recent notification from the National Development and Reform Commission emphasizes the goal of achieving nationwide coverage of the electricity spot market by the end of 2025, which will elevate the importance of energy storage [2] - The transition of energy storage from a secondary role to a core regulatory resource reflects broader changes in the energy market dynamics [2] - The integration of hardware and software solutions in energy management is seen as essential for maximizing efficiency and profitability in energy usage [3][4]
经济日报丨全国统一电力市场建设提速
国家能源局· 2025-06-17 06:51
保持用能成本总体稳定。在近年全球范围内能源供应趋紧、价格大幅波动的背景下,我国通过完善 电价机制、推进市场化交易等措施,保障电价基本稳定。居民和工商业平均电价水平分别为全球50 个主要经济体平均水平的32%、39%,均列第44位,在国际上处于较低水平。 经过一系列政策措施有序推动,改革红利有效释放,电力市场进一步发挥了"保供应、促转型、稳 价格"作用,有力促进了经济社会高质量发展。 助力保障电力供应。电力中长期交易电量占市场化电量比重超90%,充分发挥"压舱石"作用。 2024年迎峰度夏期间,在用电负荷大幅高于往年情况下,依托中长期市场及省间现货市场,跨区 通道最大送电达1.42亿千瓦,最大支援华东、西南1400万千瓦,有效保障经济社会发展用电需 要。 有效促进低碳转型。6月3日起,安徽绿电日挂牌交易进入常态化开展阶段,从多年期到逐日交易, 实现绿电交易全周期覆盖。在安徽铜陵,国网铜陵供电公司主导建设铜陵市虚拟电厂,结合当地高 载能企业占比多、绿电需求大的产业特点,聚合分布式光伏、用户侧储能等6类资源超9万千瓦,积 极参与电力市场交易。 国网铜陵供电公司营销部主任董文杰介绍,公司开展绿电交易试点,构建"中长期 ...
以110万千瓦可调能力为电网运行构筑柔性防线 深圳虚拟电厂启动迎峰保电
Shen Zhen Shang Bao· 2025-06-16 22:44
Core Insights - Shenzhen Virtual Power Plant Management Center has officially launched its summer peak electricity protection work, aiming to stabilize the city's power grid amid increasing electricity load [1] - The virtual power plant has a maximum regulation capacity of 1.1 million kilowatts, utilizing distributed resources such as charging piles, air conditioning, electric vehicles, and energy storage for flexible grid support [1] - The center emphasizes the importance of digital technology in optimizing and integrating distributed resources to address supply-demand balance and local overload issues during peak summer [1] Group 1 - The summer air conditioning load accounts for over 40% of the grid's maximum load, significantly contributing to peak-valley differences [1] - Smart energy units, intelligent controllers, and measurement devices have been installed in air conditioning systems across various scenarios, enabling precise control and real-time load prediction using AI algorithms [1] - Shenzhen Hengshishengjing Company is identified as the largest virtual power plant operator in terms of aggregated air conditioning load [1] Group 2 - Shenzhen is developing into a world-class "supercharging city," with plans to establish 1,002 supercharging stations and over 410,000 charging piles by the end of 2024, alongside a growing electric vehicle ownership exceeding one million [2] - The virtual power plant has achieved "intelligent scheduling" of the massive charging pile load, enhancing the efficiency of electric vehicle charging [2] - As one of the first cities in China to implement large-scale vehicle-grid interaction applications, Shenzhen will strengthen organizational guidance for virtual power plants and conduct city-wide emergency drills for vehicle-grid interaction [2]
【电新公用环保】持续看好风电、虚拟电厂、核聚变及固态电池投资机会——电新公用环保行业周报20250615(殷中枢)
光大证券研究· 2025-06-16 13:39
Overall Viewpoint - The European Commission is set to launch a four-week consultation for the first fusion energy strategy in June-July 2025, which is expected to strengthen Europe's leading position in the ITER project and enhance its competitive edge in fusion strategies against the US, Japan, and the UK, while attracting social investment and clarifying development paths [3] - The market remains highly focused on Document "136" and "Green Electricity Direct Connection," with electricity consumption and pricing mechanisms gradually unfolding across provinces. Recent data indicates a year-on-year decline in overall electricity prices, reflecting ongoing pressure in power supply and demand, particularly with low photovoltaic prices and stable wind power prices. The core logic of green electricity direct connection is to provide more consumption scenarios and facilitate green certification for exported products, although challenges in breaking the electricity grid monopoly remain [3] Investment Aspects - Virtual Power Plants: As a crucial component of demand-side response, they can effectively reduce peak electricity load curves through resource aggregation and digital technology control [4] - Wind Power: Document "136" reshapes the logic of new energy installations, with favorable output curves for wind power, leading to a potential recovery in wind power station sales and profit restoration for wind turbine manufacturing [4] - Energy Storage and Power Equipment: Continued focus on large-scale energy storage in Europe, industrial and commercial storage in Southeast Asia, and off-grid storage in Africa is expected to see high growth. Short-term attention should be on the month-on-month increase in household storage data [4] - Controlled Nuclear Fusion and Solid-State Batteries: The market may continue to speculate on these two fields, with a focus on domestic experimental pile bidding and US-China technological progress in controlled nuclear fusion, while solid-state batteries should focus on technological advancements from major battery manufacturers [4]
整理:每日美股市场要闻速递(6月13日 周五)
news flash· 2025-06-13 12:36
Company News - AMD's CEO Lisa Su announced that the new MI350 series chips will surpass Nvidia in speed, with the market expected to exceed $500 billion in the next three years [1] - Apple plans to release a long-awaited upgrade to Siri AI in spring 2026, although the exact date has not been finalized [1] - Tesla is upgrading the entire Model S and Model X lineup in the U.S. market [1] - Coinbase will launch its first credit card in partnership with American Express, offering up to 4% Bitcoin back on purchases [1] - Tesla announced an expansion of its virtual power plant business in Japan, partnering with Fuyo General Lease and Global Engineering [1] - Thermo Fisher Scientific is reportedly planning to sell its diagnostics division for approximately $4 billion to optimize its asset portfolio and divest underperforming business segments [1] - AstraZeneca has entered into a strategic research collaboration with CSPC Pharmaceutical Group, focusing on high-priority targets for the discovery and development of new oral candidate drugs for multi-indication diseases [1] Industry News - Walmart and Amazon are exploring the issuance of their own stablecoins [2]
协同推进车网互动
Jing Ji Ri Bao· 2025-06-12 22:04
不过,由于关系到交通、能源领域内多个部门、多类环节,电网公司、充电企业、汽车用户等主体可能 存在差异化诉求。因此,要深入推动车网互动成为新型能源体系的关键支撑,让各方主体的核心诉求相 对均衡,这一规模化应用在基础设施更新与管理机制优化等方面还存在一些技术上的堵点、政策上的难 点,理应多措并举、协同推进。 一方面,提升技术成熟度。采用AI+边缘计算的技术融合方式,以车辆出行数据为基础,在后台系统建 立智能大脑,优化算力配置、强化算法供给,提升电网调度精准性。将边缘计算和分布式能源管理相结 合,实现车、桩、网的动态协同。 另一方面,优化协调机制。明确各方责任边界,形成职责清晰的联合体。制定车网互动技术标准体系时 需有全链条开发思维,确保应用通信协议、功率调节、信息安全防护等标准的规范性、前瞻性与兼容 性。借鉴山东等地先行先试的虚拟电厂聚合模式,众多车主参与充电运营商的整体性聚合,获得按照市 场规则结算的电费分成。深化"产学研",鼓励高校开设车联网、智能电网等交叉学科课程,并与企业成 立产业联盟、实训基地或联合实验室,共同培养复合型技术人才。运营商要对充放电价格予以明示,将 电网需求响应时段清晰呈现,在充分尊重用户 ...
打通“最后一公里”:蔚来能源实现重庆换电县县通
Core Insights - NIO Energy has achieved county-wide battery swap service in Chongqing, with 75 battery swap stations covering 38 districts and counties [2][3] - The implementation of battery swap services enhances user convenience for daily commuting and tourism, ensuring energy supply across diverse geographical terrains [2] - NIO Energy has established over 3,300 battery swap stations nationwide, creating a robust high-speed battery swap network connecting over 700 cities [3] Group 1 - The launch of five new battery swap stations in Chongqing allows users to meet their energy needs without geographical limitations, facilitating travel to various scenic spots [2] - NIO's fourth-generation battery swap station can complete a swap in as little as 2 minutes and 24 seconds, providing users with a reliable battery warranty [3] - The integration of battery swap stations with tourism projects is expected to boost local economies by attracting more electric vehicle users [2][3] Group 2 - NIO's battery swap stations serve as distributed energy storage nodes, contributing to energy optimization and grid interaction [4] - A strategic partnership with State Grid Suzhou Power Supply Company aims to develop virtual power plants and smart microgrids [4] - NIO has formed collaborations with 31 partners across 16 provincial regions, including 17 large state-owned enterprises, to expand its battery swap infrastructure [4][5]
今夏最高用电负荷预计增长1亿千瓦
第一财经· 2025-06-12 11:40
作者 | 第一财经 马晨晨 "从目前情况来看,预计今年迎峰度夏期间,全国电力供应总体有保障,局部地区高峰时段可能存在电力供 应紧张情况。"国家能源局市场监管司司长郝瑞锋日前在国新办新闻发布会上作出上述判断。 入夏以来,随着全国气温攀升,各地陆续进入迎峰度夏保障供电的关键时期。此前国家能源局有关负责人 表示,综合研判,预计今年度夏期间,全国用电负荷还将快速增长,最高负荷同比增长约1亿千瓦,电力保 供面临一定压力。 去年,全国电力供应保障经受住了夏季高温、冬季寒潮等多重考验,28个省级电网负荷创历史新高。而在 今年,全国电力消费继续增长,前四个月全社会用电量累计3.16万亿千瓦时,同比增长3.1%。 为了应对即将到来的夏季用电高峰,多方从能源供应、运输和消费等环节入手,部署今夏能源电力安全稳 定供应。 煤价持续走低、库存同比提高 虽然去年我国新能源装机规模首次超过煤电装机,但是从发电量和调峰能力来看,煤电依然是保障电力供 应的"压舱石"。从近年的情况来看,煤炭价格过高、电价疏导不畅导致火电企业生产经营压力过大,曾是发 电侧电力保供的一大风险点。 6月10日,中国电煤采购价格指数(CECI)公布的分析周报显示,CE ...
蚂蚁数科与协鑫能科共建能源AI服务平台
news flash· 2025-06-12 08:28
蚂蚁数科与协鑫能科共建能源AI服务平台 金十数据6月12日讯,从SNEC上海光伏展现场获悉,蚂蚁数科与协鑫能科宣布成立新公司蚂蚁鑫能。 新公司将通过整合行业数据与AI大模型技术,实现从电站运维、电力交易到虚拟电厂等各电力业务场 景的智能化运营和决策。去年12月,双方刚战略性签约并合作完成超2亿元光伏绿色资产RWA。 (一 财) ...
最高负荷预计增长1亿千瓦!今年迎峰度夏保供电方式有变
Di Yi Cai Jing· 2025-06-11 13:25
Group 1: Electricity Supply and Demand - The overall electricity supply in China is expected to be secure during the peak summer period, although some regions may experience tight supply during peak hours [1] - National electricity consumption has continued to grow, with a cumulative total of 3.16 trillion kilowatt-hours in the first four months of the year, representing a year-on-year increase of 3.1% [1] - The highest electricity load is projected to increase by approximately 10 million kilowatts compared to last year, indicating pressure on electricity supply [1] Group 2: Coal Market Dynamics - Coal prices have been declining, with the average prices for high calorific value coal types at 616 yuan/ton, 535 yuan/ton, and 468 yuan/ton, reflecting a decrease of about 100 yuan/ton compared to the beginning of the year [2][3] - The current coal prices are significantly lower than the peak prices seen in recent years, which were often over 1,000 yuan/ton [2] - Coal inventory at coal-fired power plants has increased to over 120 million tons, up by 1.12 million tons year-on-year, with an average usable days of 30.5 days, an increase of 1.6 days compared to last year [3] Group 3: Load Management Strategies - There is a heightened focus on precise management and effective guidance of electricity demand this year, contrasting with previous years that emphasized supply-side responsibilities [5] - Various regions are implementing strategies to manage electricity load, including the use of virtual power plants to optimize demand response and ensure stable supply [6][7] - The establishment of a million-kilowatt-level residential virtual power plant in Jiangsu aims to integrate large-capacity smart appliances into a cloud-based energy pool, facilitating flexible energy management [7] Group 4: Future Outlook and Policy Support - The National Energy Administration has initiated pilot projects for new power systems, encouraging the development of virtual power plants among other innovative solutions [8] - The China Electricity Council predicts that the highest electricity load this summer could increase by about 10 million kilowatts compared to 2024, with potential peaks reaching 1.57 billion kilowatts if temperatures rise significantly [8]