中电联党委委员、专职副理事长，水电分会会长于崇德出席论坛并致辞，指出水电是清洁可再生能 源，也是新型电力系统中兼具电量支撑与灵活调节能力的核心电源，在促进新能源消纳、保障系统安全 稳定方面具有不可替代的作用。他强调，推动数字化、智能化技术与水电深度融合，加快智慧水电建 设，是实现水电高质量发展的必由之路。中电联将持续发挥桥梁纽带作用，助力行业转型升级，为构建 清洁低碳、安全充裕、经济高效、供需协同、灵活智能的新型电力系统贡献力量。 水电分会轮值会长单位国家电力投资集团有限公司基础产业部主任邢连中在讲话中表示，构建以新 能源为主体的新型电力系统已成为能源转型的战略方向。水电具有出色的调峰、调频和储能能力，是保 障电网安全稳定、提升系统灵活性的关键支撑。他强调，面对高比例可再生能源带来的波动性挑战，水 电必须加快数字化、智能化转型，深挖运行潜力，提升安全水平，强化调度响应，拓展"水电+"融合发 展新模式。国家电投将充分发挥水电分会轮值会长单位作用，携手行业推进数智化升级与新能源协同发 展，为新型电力系统建设贡献坚实力量。 在主旨演讲环节，业内专家围绕水电数智化转型核心挑战与实现路径展开深度交流。在加快智能运 维升 ...

Core Viewpoint - The article provides an in-depth analysis of the energy storage bidding market for August 2025, highlighting significant growth in both the bidding and winning projects, particularly in the energy storage system sector, which has reached historical highs in scale and number of bids [1][3][7]. Bidding Market Overview - In August 2025, a total of 143 energy storage bidding projects were tracked, showing a year-on-year decrease of 7.7% but a month-on-month increase of 10.9% [3]. - The winning scale for EPC (including PC) reached 6.9 GW/22.1 GWh, representing a year-on-year increase of 11.6%/93.3% and a month-on-month increase of 53.4%/94.3% [4]. - The winning scale for energy storage systems was 17.7 GW/45.7 GWh, with a year-on-year increase of 237.1%/691.4% and a month-on-month increase of 762%/1005.4%, marking a historical high for monthly winning scale [7]. Winning Segment Analysis - In August, the number of winning segments for energy storage systems surpassed that of EPC, with 66 segments won, a year-on-year increase of 34.7% and a month-on-month increase of 175% [5]. - The winning segments for EPC totaled 62, showing a year-on-year decrease of 38% and a month-on-month decrease of 21.5% [5]. Regional Distribution - Inner Mongolia dominated the energy storage bidding market, with a winning scale of 15.3 GWh for energy storage systems, accounting for 80.1% of the total, and 6.4 GWh for EPC, accounting for 29% [11]. - Xinjiang ranked second in winning scale, with 1.3 GWh for energy storage systems and 3.3 GWh for EPC, benefiting from supportive policy frameworks [12]. Price Trends - The average winning price for 2-hour energy storage systems was 575.8 yuan/kWh, showing a year-on-year decrease of 4.3% but a month-on-month increase of 22.2% [15]. - The average winning price for EPC was 949.8 yuan/kWh, with a year-on-year decrease of 2.44% and a month-on-month decrease of 7.2% [21]. Market Dynamics - The article notes a significant increase in the number of projects utilizing hybrid storage technologies, which include lithium batteries, sodium batteries, flow batteries, flywheels, and supercapacitors, indicating a trend towards more versatile energy storage solutions [8]. - The rise in winning prices is partially attributed to the increase in lithium carbonate prices, which reached a new high in August 2025 [17].

我国风电、太阳能发电装机总量已提前完成2030年国家自主贡献目标。这是生态环境部副部长李高近日 在国新办发布会上透露的信息。而即将来袭的超强台风"桦加沙"等极端天气，正考验着可再生能源体系 的"可靠性"。 国际能源署今年7月底发布的《2025年电力市场年中更新报告》显示，预计最早在2025年、最迟在2026 年，可再生能源将超越煤炭成为全球最大电力来源。 在当前可再生能源规模持续扩大、极端气候事件频发的背景下，如何提升能源系统的气候适应性与供电 可靠性，已成为一项紧迫的课题。 气候变化或影响可再生能源度电成本 全球能源互联网发展合作组织驻会副主席刘泽洪在第四届气象经济论坛上表示，当前全球风电光伏装机 占比已达31%。在极端天气现象频发背景下，气象条件已成为影响电力系统稳定运行的关键因素。研究 表明，最高气温每升高1℃将导致电力最高负荷增加4.5%。 清华大学副教授同丹指出，在气候变化背景下，系统评估电力供需失衡风险并构建韧性提升策略，是当 前亟待解决的重要科学问题。"气候变化可能导致未来电力系统成本负担增加，极端情景下的成本负担 尤为突出。"同丹告诉中青报*中青网记者。 同丹团队的一项研究发现，气候变化背景下 ...

Group 1 - The conference on new energy storage and new power system industry ecosystem was held in Guangzhou, aiming to build a high-level international cooperation platform and expand the global new energy market layout [1] - The event was co-hosted by the National New Energy Storage Innovation Center and Huawei Technologies, with support from Southern Power Grid Electric Technology Co., Ltd. [1] - The strategic positioning of the conference is to enhance China's voice and influence in the global new energy storage and new power system sectors [1] Group 2 - The director of the National New Energy Storage Innovation Center emphasized that new power systems are key to optimizing energy systems, and new energy storage is crucial for global energy transition [3] - The White Cloud District is actively supporting diverse technological developments in energy storage, including lithium, sodium, solid-state, supercapacitor, and flow battery technologies [3] - Guangdong Power Grid is focusing on deepening the construction of new power systems and accelerating digital and green transformation [3] Group 3 - The conference introduced overseas complete solutions for new power systems and highlighted the integration of new energy storage industry ecosystems and international cooperation [4] - A new generation of all-scenario energy storage battery technology was launched, addressing the diverse global demand for energy storage products [6] - The National New Energy Storage Innovation Center aims to achieve breakthroughs in 20 key common technologies and incubate 60 innovative enterprises within three years, driving a hundred billion yuan in output value [6] Group 4 - The conference released the "New Power System Cooperation Initiative," establishing an international cooperation mechanism to assist Chinese enterprises in high-quality global expansion [7] - A new generation of carrier communication industry alliance was formed to promote the transition of the new energy storage industry from technology leadership to ecological leadership [9] - The conference marked a significant step towards the internationalization, scaling, and ecological development of China's new energy industry [9]

据悉，国网江西省电力有限公司在江西已建成（在建）4个车网互动示范站，1个大型公共示范站、1个 供电所示范站、2个办公园区示范站，未来2年计划新增至少6个公共示范站。 （文章来源：新华财经） 据介绍，国网江西省电力有限公司通过"智享节电"小程序邀约新能源车主参与电网互动，同步联动站内 储能装置联合放电，活动时间从9月19日持续至9月30日，每日于用电晚高峰时段17:00—23:00开展。参 与车辆每反向放电1度电可获得3元补贴，放电总量排名前30的车主还将额外获赠充电优惠券，有效提升 社会车辆参与积极性。 "虚拟电厂+车网互动首次实现了'新能源汽车+储能'在虚拟电厂框架下的市场化调度应用，是推动新型 电力系统建设的重要实践。"国网江西省电力有限公司供服中心负荷管理部专责符宏荣介绍，活动可以 有效引导社会资源参与电网调节，既为用户带来经济效益，也验证了车网互动技术的大规模应用潜力， 为今后构建智慧高效、绿色低碳的能源生态系统积累宝贵经验。 新华财经南昌9月23日电（记者崔璐）近日，国网江西省电力有限公司在江西省南昌市红谷滩区车网互 动超级充电示范站正式启动"虚拟电厂+车网互动"专项活动，旨在探索新能源汽车作为分布 ...

Core Viewpoint - The rapid development of the digital power energy market in China is driven by the construction of a "new power system," with the market size expected to reach 315 billion yuan in 2024. Southern Power Grid Digital Network Research Institute Co., Ltd. (referred to as "Southern Network Digital") is set to launch its IPO on the Shenzhen Stock Exchange, backed by China Merchants Securities [1][17]. Group 1: Business Overview - Southern Network Digital provides comprehensive digital construction solutions for clients in the power energy sector, with expected revenue exceeding 6 billion yuan in 2024. Major clients include Southern Power Grid, State Grid, China Huaneng, and China General Nuclear Power [1][3]. - The company focuses on three main business systems: digital grid, enterprise digitalization, and digital infrastructure, utilizing AI and big data technologies to enhance operational efficiency [3][4]. - The revenue share from digital grid business has shown an upward trend, while the share from enterprise digitalization has slightly declined during the reporting period [3][4]. Group 2: Financial Performance - Southern Network Digital's revenue for the years 2022, 2023, 2024, and the first half of 2025 is approximately 5.686 billion yuan, 4.234 billion yuan, 6.09 billion yuan, and 1.558 billion yuan, respectively. Corresponding net profits are about 653 million yuan, 377 million yuan, 574 million yuan, and 15 million yuan [8][9]. - The company anticipates a revenue growth of 5.1% to 10.02% for 2025, projecting revenues between 6.4 billion yuan and 6.7 billion yuan [8]. Group 3: Market Competition - The digital power energy sector is experiencing intensified competition, with major players including state-owned enterprises and smaller firms focusing on niche markets. Competitors in the digital infrastructure space include major telecom operators and software companies [5][6]. - Southern Network Digital's sales to related parties, particularly Southern Power Grid, account for a significant portion of its revenue, raising concerns about dependency on a limited client base [6][12]. Group 4: Investment and Future Plans - The company plans to raise approximately 2.554 billion yuan through its IPO to fund various projects, including the development of intelligent digital twin platforms and advanced AI systems for the energy sector [18][19]. - The digitalization market in China is projected to grow, with the digital service market expected to reach 311 billion yuan by 2025, indicating a favorable environment for Southern Network Digital's growth [12].

Group 1 - The conference focused on key technological breakthroughs, industry chain collaborative innovation, and ecological co-construction in the new energy storage and new power system sectors [1] - The new power system is seen as a crucial hub for optimizing the new energy system, with new energy storage being a key technology for promoting global energy transition [1] - Guangdong province is enhancing its energy storage capabilities across the entire industry chain while promoting standardization and internationalization [1] Group 2 - A new generation of all-scenario energy storage battery technology was launched, addressing the diverse needs of global energy storage applications through collaborative ecological chain models [2] - 22 new energy storage ecosystem enterprises signed agreements to explore innovative models for industry expansion and zero-carbon development, covering advanced technologies like solid-state batteries and sodium-ion batteries [2] - The new power system is characterized by a high proportion of renewable energy and power electronic equipment, necessitating improvements in grid support capabilities and resilience [2] Group 3 - The "New Power System Cooperation Initiative" was launched to address technical and operational challenges faced by Chinese and overseas power grids, aiming to establish efficient international cooperation mechanisms [3] - A new generation of carrier communication industry alliance was formed, with 16 member representatives committed to leading the energy storage industry from technology leadership to ecological leadership and expanding into global markets [3]

Core Viewpoint - The article emphasizes the strategic importance of artificial intelligence (AI) in driving a new round of technological revolution and industrial transformation, particularly in the energy sector, as outlined in the recent implementation opinions from the National Development and Reform Commission and the National Energy Administration [2][10]. Group 1: AI Integration in Power Systems - The integration of "AI + Power" is crucial for constructing a new type of power system, with renewable energy installations expected to reach 1.34 billion kilowatts by June 2025, accounting for 46.9% of total power generation capacity [3]. - AI is positioned as a key element to address challenges posed by high proportions of renewable energy and fluctuating loads, transitioning from traditional operational methods to a dynamic, intelligent operational system [3][4]. Group 2: Achievements in AI Application - The company has made significant progress in applying AI technologies, focusing on enhancing technical innovation and expanding application scenarios within the power sector [5][6]. - AI applications have improved operational efficiency, such as using drones for line inspections, which has doubled inspection efficiency and reduced manual tower climbing by 40% [4][8]. Group 3: Future Directions - The implementation opinions highlight the need to deepen the integration of AI in the energy sector, aiming to enhance the innovation application level of AI technologies [10]. - The company plans to leverage its data resources to support government decision-making and social governance, while also enhancing the safety and reliability of the new power system [10][11].

Core Viewpoint - The article emphasizes the importance of integrating artificial intelligence (AI) into the energy sector to enhance high-quality development and support the construction of a new energy system [2][3][10] Group 1: Strategic Guidance - The release of the "Implementation Opinions" provides a strategic direction for the energy sector to seize opportunities in AI development and promotes deep integration of AI with energy [3][4] - AI is recognized as a key driver for a new round of technological revolution and industrial transformation, making the integration of AI and energy a systemic change that requires careful planning and execution [5] Group 2: Application Focus - The article highlights the need for high-value application scenarios in the energy sector, identifying eight key areas for AI application, including AI in power grids and renewable energy [6] - The focus on application aims to address common bottlenecks in the industry, such as insufficient high-value scenarios and low resource sharing, thereby facilitating the implementation of AI in energy [6] Group 3: Practical Exploration - The Southern Power Grid Company has proactively engaged in AI practices, establishing significant infrastructure and launching the first self-controlled large model "Dawatt" to support the new power system and energy framework [7][8] - The company has planned over 350 application scenarios across various business domains, significantly enhancing the effectiveness of energy services [8] Group 4: Key Technology Supply - The article stresses the importance of core elements such as computing power, data, and models for the development of AI in the energy sector, advocating for self-reliance and innovation [9] - The establishment of a fully autonomous computing cluster and high-quality data sets is crucial for supporting AI innovation in the power sector [9] Group 5: Future Vision - The Southern Power Grid aims to embrace AI comprehensively, leveraging its advantages in digital transformation and data assets to create a "digital grid intelligence" that promotes efficient human-machine collaboration [10] - The company seeks to contribute to national AI innovation and provide solutions for global energy transition towards a green and sustainable future [10]

随着一条指令自上海市虚拟电厂管理中心悄然发出，散布于城市各处的资源被精准激活——写字楼的空调温 度微微上调，充电桩的功率智能调低，工厂内部储能切换至放电模式……没有影响市民正常生产生活，甚至 没有任何感知，一系列操作之后，近20万千瓦的用电负荷高峰被平稳削去。 这背后，是一座座"云端电厂"在发挥作用。这里没有高耸的冷却塔，没有轰鸣的发电机组，却凭借数字技术 聚合起分散于千企万户的电力资源，在关键时刻释放出巨大能量。近日，记者走进位于国网上海市电力公司 的虚拟电厂管理中心，实地感受"云端电厂"在构建新型电力系统中发挥的独特作用。 聚沙成塔 削峰填谷助力能源保供 8月20日上午9时，上海市虚拟电厂管理中心收到需求响应通知：依据气象预测及电力负荷预测，预判当日18 时起将出现短时负荷高峰，供需平衡趋紧，请立即启动虚拟电厂需求响应方案。 作为我国用电负荷规模最大的超大型受端城市，上海面临着外来电比例高、本地资源禀赋不足、负荷峰谷差 大的严峻挑战。在现代信息通信、系统集成控制等技术加持下，虚拟电厂通过"聚沙成塔"的方式，为电动汽 在上海市虚拟电厂管理中心监控室的电子大屏前，工作人员正在查看聚合资源参与电网调节的实时数据 ...