大楼实现绿电自给与智慧储能 青岛供电相关负责人介绍，构建"建筑—交通—电网"协同减碳新范式，能在保障供电可靠的同时，实现 能源数字化管理和高效利用，是城市发展转型的新路径。特来电"超阶"零碳大楼则是这一路径的生动实 践，它融合BIPV（光伏建筑一体化）、梯次储能、V2G（车网互动）、智能微网等十项先进技术，不 仅能够实现能源自给自足，还具备向电网柔性送电的能力。 该零碳大楼高116米，地上23层，外观与普通办公楼似乎并无二致。然而，大楼的南、东、西三个外立 面均采用光伏幕墙取代传统玻璃幕墙，总铺设面积约4750平方米。这些幕墙能够将太阳能转化为电能， 年发电量预计可达40万千瓦时，犹如为建筑披上了一件高效的"发电外衣"。 9月11日，国网山东青岛供电公司工作人员前往特来电刚投运不久的"超阶"零碳办公大楼，对分布式电 源接入点、并网设备运行状态、计量装置及保护系统进行全面检测，确保设备安全稳定运行。工作人员 同步讲解日常维护要点和安全用电注意事项，帮助特来电提升设备运行效率，降低故障风险。 此前，该"超阶"零碳大楼于8月24日在青岛市崂山区正式投入运行。所谓"零碳"，是因为大楼安装了光 伏玻璃，可以输送绿电；而 ...

Core Insights - The electric power equipment sector has shown strong performance, with a 7.39% increase, outperforming the broader market index [2] - Lithium battery-related sub-sectors, including lithium battery equipment and chemical products, have experienced significant gains, with increases of 28.77%, 9.26%, and 8.90% respectively [2][3] - The overall electricity consumption in China has increased by 8.60% year-on-year in July 2025, indicating robust demand in the energy sector [2] Industry Performance - The electric power equipment index rose by 7.39% from September 1 to September 5, 2025, ranking first among 31 primary industries [2] - The cumulative installed capacity of new power generation in the first seven months of 2025 reached 32,480 MW, a year-on-year increase of 75.72% [2] - The average utilization hours of power generation equipment decreased by 188 hours year-on-year to 1,806 hours in the first seven months of 2025 [2] New Energy System Developments - The Ministry of Industry and Information Technology has issued a plan to promote high-quality development in the photovoltaic sector, aiming to eliminate low-price competition [3] - As of mid-2025, the cumulative installed capacity of energy storage projects in China reached 164.3 GW, a year-on-year growth of 59% [3] - The number of charging infrastructure units in China reached 16.696 million by the end of July 2025, reflecting a year-on-year increase of 57.46% [3]

能源保障和安全事关国计民生，是须臾不可忽视的"国之大者"。党的十八大以来，习近平总书记对能源 工作高度重视，提出了"四个革命、一个合作"能源安全新战略，作出建设新型能源体系，加快构建新型 电力系统等一系列重大战略决策，为推动新时代能源高质量发展提供了根本遵循。南方电网云南电网有 限责任公司（以下简称"云南电网"）锚定建设世界一流新型电力系统省级示范电网企业战略目标，立足 发展实际，突出优势禀赋，以"八新破八题"推动新型电力系统建设迈出新步伐、迈向新阶段。 新型电力系统建设的优势和挑战 云南是全国重要的绿色能源和"西电东送"基地，在资源、区位、技术、场景等方面具有天然优势，有基 础、有能力加快构建新型电力系统，为"双碳"目标实现贡献力量。 优化电源新结构，破解调节能力欠缺难题。积极应对新能源装机占比持续攀高等挑战，聚焦加快大型稳 定电源建设和提升多元系统调节水平，协同推动各方加快储能建设、优化电源结构，持续提高电力系统 调节能力。抓好云南省中长期电源规划落地，服务托巴水电站、红河电厂扩建工程投产。充分挖掘存量 电源调节能力，加快新型储能、抽水蓄能等调节性资源建设。 建设坚强新网架，破解安全支撑不足难题。建成"四 ...

Core Insights - The 2025 World Energy Storage Conference opened in Ningde, focusing on the theme "New Era of Energy Storage, Zero Carbon to Future," highlighting China's position as the largest energy storage market globally [1] Group 1: Industry Development - The energy storage industry is becoming a core engine for building a new power system under the "dual carbon" strategy, with significant challenges such as the intermittency of renewable energy sources like wind and solar [2] - China's new energy storage development policies have established a foundational framework, leading to steady industry growth and diverse technological routes [3] Group 2: Company Performance - Companies in the energy storage sector are reporting strong financial performance, with EVE Energy's energy storage battery business achieving revenue of 10.298 billion yuan, a year-on-year increase of 32.47%, and Sungrow's energy storage system business reaching 17.803 billion yuan, up 127.78% year-on-year [4] - Kelu Electronics, a subsidiary of Midea Group, has developed a comprehensive self-research and production capability for core components of energy storage systems, launching the Aqua-C3.0 Pro liquid-cooled energy storage system with enhanced efficiency and reduced total cost of ownership [4] Group 3: Technological Innovation - Zhiguang Electric advocates for cascade-type high-voltage energy storage technology, which has a higher voltage level and requires long-term experience in high-voltage power electronics [5] - Tongli Risheng has established a complete technical system from cell-level optimization to system integration, with core technologies including immersion liquid cooling and AI-based energy management systems [6] Group 4: Market Outlook - Investment institutions are optimistic about opportunities in the energy storage sector, citing clearer business models and unexpected demand in emerging markets as key drivers for battery demand expansion [8] - Analysts suggest that the energy storage industry is entering a new growth phase, supported by stable domestic demand, overseas market growth, and expanding application scenarios [8]

Core Insights - The 2025 World Energy Storage Conference in Ningde emphasizes the importance of energy storage in achieving a zero-carbon future, highlighting China's position as the largest energy storage market globally [1][2] Industry Development - The energy storage industry is becoming a core engine for building a new power system under the "dual carbon" strategy, with significant growth in renewable energy capacity, particularly solar and wind [1][2] - Experts stress the need for diverse energy storage technologies to address challenges such as the volatility of renewable energy sources and to ensure system stability [1] Technological Innovation - Companies are focusing on technological innovation to capture market opportunities, with significant R&D investments reported, such as Ningde Times' over 80 billion yuan since 2014 [2] - Various companies are developing advanced energy storage systems, such as Midea Group's self-developed storage systems and Zhiguang Electric's high-voltage storage technology, which are positioned as industry leaders [3][4] Market Performance - Recent financial reports from listed companies indicate a robust growth trend in the energy storage sector, with companies like Yiwei Lithium achieving a 32.47% revenue increase and Sungrow Power achieving a 127.78% increase in their energy storage system business [2] Strategic Collaborations - Companies are forming strategic partnerships to enhance their technological capabilities and market reach, such as Tongli Risheng's collaboration with Shell China on liquid cooling technology [5] Investment Outlook - Investment institutions are optimistic about the energy storage sector, citing clearer business models and unexpected demand in emerging markets as key drivers for growth [6][7] - Analysts suggest that the energy storage industry is entering a new growth phase, with stable domestic demand and expanding overseas markets [7]

Core Insights - The launch of the "Tibet-Guangdong DC Project" marks a significant step in China's energy landscape, facilitating the transmission of clean energy from Tibet to the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] - This project is expected to alleviate power supply pressures in Guangdong, support the development of a new power system, and enhance the resilience of the power grid [1][3] Group 1: Project Overview - The Tibet-Guangdong DC Project is a ±800 kV ultra-high voltage direct current transmission project, spanning approximately 2,681 kilometers with a rated transmission capacity of 10 million kilowatts [1] - The total investment for the project is around 53.2 billion yuan, with an additional investment of over 150 billion yuan for supporting renewable energy bases [1] - Upon full operation by 2029, the project is expected to deliver over 43 billion kilowatt-hours of clean electricity annually to the Greater Bay Area [1][3] Group 2: Strategic Importance - The project plays a crucial role in addressing peak electricity demand in Guangdong, which has the highest electricity consumption in China, with a projected total electricity consumption of 912.1 billion kilowatt-hours in 2024 [3] - It is anticipated to provide an additional 5 million kilowatts of power capacity to major cities like Guangzhou and Shenzhen during peak periods, significantly reducing the risk of power outages [3][8] - The strategic value of the project extends beyond mere electricity supply, impacting industrial chains, employment, and carbon reduction efforts [1][2] Group 3: Technological Advancements - The project utilizes advanced flexible direct current technology, which allows for real-time adjustments to voltage and frequency, enhancing the stability of large-scale renewable energy transmission [4][5] - The transmission speed is remarkably fast, with a transmission time of just 0.009 seconds and a capacity of 2,800 kilowatt-hours per second, equivalent to the annual electricity consumption of an average household [5] Group 4: Economic and Employment Impact - The project is expected to create over 100,000 jobs during peak construction, contributing to economic optimization in Tibet and along the transmission route [5] - The investment in the project and its associated renewable energy bases will stimulate demand in the equipment manufacturing and high-end power equipment markets in Guangdong [5][6] Group 5: Energy Transition and Future Outlook - Guangdong is actively pursuing a low-carbon transition to support high-quality economic development, with the Tibet-Guangdong DC Project being a key component of this strategy [7] - The region is also enhancing its energy system through various clean energy and grid projects, aiming for a high integration of renewable energy sources [6][7] - The successful implementation of the project will help Guangdong balance the demands of digital economy growth and green development, positioning it as a competitive player in the clean energy sector [8]

Core Insights - The construction of the Zang-Yue DC project marks a significant advancement in China's clean energy transmission capabilities, with an annual power delivery equivalent to half of the Three Gorges Dam's output [2][3] Investment and Economic Impact - The total investment for the Zang-Yue DC project is approximately 53.2 billion yuan, with an additional investment of over 150 billion yuan for the associated "water-wind-solar integration" energy base [3] - The project is expected to create over 100,000 jobs during peak construction, significantly boosting the economic development of Tibet [3] Technical Innovations - The Zang-Yue DC project is set to be the first multi-terminal ultra-high voltage flexible DC project crossing the Qinghai-Tibet Plateau, facing challenges such as high altitude and geological hazards [4][5] - The project aims to overcome world-class technical challenges related to integrating large-scale renewable energy into weak grids and ensuring safe long-distance transmission [4] Environmental Benefits - Once operational in 2029, the project will deliver over 43 billion kilowatt-hours of clean energy annually, replacing approximately 12 million tons of standard coal consumption and reducing carbon dioxide emissions by about 33 million tons [2][3] Strategic Importance - Tibet is positioned as a strategic energy base for China, rich in hydropower, wind, and solar energy, while Guangdong, as a major economic province, has a consistently high electricity demand [2]

Core Viewpoint - Jin控电力 is actively adapting to the requirements of the new power system, focusing on thermal power storage and considering future developments in virtual power plant business [1] Company Summary - Jin控电力 announced on September 17 that it is engaging in thermal power storage as part of its strategy to align with the new power system [1] - The company is also contemplating the expansion into virtual power plant operations in the future [1]

Core Viewpoint - The successful completion of the refined load management transformation by Jiuquan Nandu Power Supply Co., Ltd. marks a significant step towards the new power system transition in the Jiuquan region, injecting new momentum into the local electricity transformation [1][3]. Industry Summary - The traditional power system is undergoing a transformation towards a new power system, with profound changes in power structure, load characteristics, balancing modes, and market environments [3]. - The importance of load resources in ensuring the safety of the power system and maintaining the balance of electricity supply and demand is increasingly prominent [3]. - The dual randomness and volatility of both supply and demand sides have increased significantly, posing severe challenges to power supply security [3]. Company Summary - Jiuquan Nandu Power Supply Co., Ltd. has integrated load resource management and refined energy services based on user-side load data and industry characteristics, providing users with key indicators such as energy usage reports, abnormal electricity usage, electricity trend forecasts, power factors, and time-of-use pricing [3]. - The company aims to enhance load management through more accurate load forecasting, smarter resource scheduling, and more efficient demand response, promoting the coordinated development of "source-network-load-storage" [3]. - The ongoing efforts in refined load management are expected to contribute significantly to achieving the "dual carbon" goals by accelerating the construction of a clean, low-carbon, safe, and efficient modern energy system [3].

Group 1: Coal Supply and Production - Inner Mongolia focuses on high-standard construction of coal supply bases, optimizing coal mining layout and implementing immediate review processes for coal mine resumption, aiming to stabilize coal production capacity at over 1.2 billion tons per year [1] - In the first half of the year, coal production reached 640 million tons, a growth of 0.7%, with approximately 60% of the coal transported to major consumption areas in Northeast, North, and East China [1] Group 2: Electricity Supply and Green Energy - Inner Mongolia accelerates the construction of existing power projects, controls non-scheduled maintenance, and promotes full output of operational units, while implementing 12 measures to optimize long-term electricity trading rules [2] - In the first half of the year, the total installed power capacity reached 270 million kilowatts, with a generation of 4,167 billion kilowatt-hours, an increase of 4.7%, and electricity exports of 1,656 billion kilowatt-hours, a growth of 7.7%, accounting for over one-sixth of the national cross-regional electricity exports [2] - The proportion of green electricity in total exports reached 29.6%, an increase of 9 percentage points compared to the same period last year [2] Group 3: Oil and Gas Supply - Inner Mongolia enhances oil and gas supply capabilities by coordinating with major companies to increase exploration and development efforts, focusing on unconventional resources like coalbed methane [3] - In the first half of the year, crude oil production was 1.657 million tons, a growth of 2.9%, while natural gas production remained stable at 16.88 billion cubic meters, and coalbed methane production increased by 30.4% to 263.5 million cubic meters [3] - Over 60% of natural gas production is supplied externally, effectively meeting the demand for gas in the region and the Beijing-Tianjin-Hebei area [3] Group 4: Infrastructure Development - Inner Mongolia is advancing the construction of a robust and flexible power grid to accommodate a high proportion of renewable energy, with the approval of a new high-voltage electricity export channel [3] - In the first half of the year, ten new 500 kV projects and five intelligent substations of 110 kV and above were put into operation, enhancing the clean energy transmission capacity [3]