文 | 中关村储能产业技术联盟 近日，国家发展改革、国家能源局印发《关于有序推动绿电直连发展有关事项的通知》（发改能源 〔2025〕650号），探索创新新能源生产和消费融合发展模式，促进新能源就近就地消纳。 定义： 文件提到， 本文所指的绿电直连是指风电、太阳能发电、生物质发电等新能源 不直接接入公共电 网，通过直连线路向单一电力用户供给绿电， 可实现供给电量清晰物理溯源的模式。其中，直连线 路是指电源与电力用户直接连接的专用电力线路。 分类： 按照负荷是否接入公共电网分为 并网型和离网型 两类。并网型项目作为整体接入公共电网，与公 共电网形成清晰的物理界面与责任界面，电源应接入用户和公共电网产权分界点的用户侧。 投资主体： 鼓励模式创新。绿电直连项目原则上 由负荷作为主责单位 。包括民营企业在内的各类经营主体( 不 含电网企业 )可投资绿电直连项目。 项目电源可由负荷投资，也可由发电企业或双方成立的合资公 司投资，直连专线原则上应由负荷、电源主体投资。 项目电源和负荷不是同一投资主体的，应签订 多年期购电协议或合同能源管理协议，并就电力设施建设、产权划分、运行维护、调度运行、结算 关系、违约责任等事项签订协 ...

为增强新能源就地、就近消纳能力，国网湖北电力创新上线新能源调度系统，实现"源网荷储"一体化协 同发展，更好地支持新能源发力，服务新型电力系统建设。 据了解，新能源调度系统能够将海量可控资源进行精细化智能调度控制，并通过云计算技术自动给出最 优的调控策略。解决"源网荷储"资源的聚合监测、预测、分析和调度难题，实现新能源并网需求下 的"自动监测、自动预测、自动分析、自动决策"。 4月12日上午11时43分，襄阳地区新能源发电最大出力突破280万千瓦，其中风电出力81万千瓦、光伏出 力199万千瓦。 5月16日，记者从国网湖北省电力有限公司获悉，截至2025年4月底，湖北风电、光伏装机容量5066.06 万千瓦，占该省电源总装机容量的39.00%。其中，光伏装机4040.29万千瓦，首次超过水电装机容量。 新能源调度系统预测，在未来1小时内，襄阳电网220千伏河牛断面负荷将达到44万千瓦，存在越限风 险。因此，调度系统自动生成控制策略，220千伏龚家桥光储电站和110千伏公铺储能电站开启充电模 式，220千伏丹江水电厂关停一台机组。 国网襄阳供电公司调控中心主任杨高奎介绍，新能源调度系统通过智能化预测技术，能够提前 ...

Core Viewpoint - Shandong is focusing on enhancing the consumption of renewable energy through new energy storage solutions, aiming for a storage capacity of over 10 million kilowatts by 2025, as part of its green low-carbon transformation initiative [1][3]. Group 1: New Energy Storage Initiatives - Shandong has included new energy storage as one of its eight major actions, with a target to exceed 10 million kilowatts of new storage capacity by 2025 [1]. - The province is actively developing compressed air energy storage, with several projects underway, including a 300-megawatt project that is expected to generate 420 million kilowatt-hours annually, equivalent to saving 120,000 tons of standard coal [2][3]. - By 2030, the installed capacity of salt cavern storage in Tai'an is projected to exceed 3.5 million kilowatts, establishing it as a national base for salt cavern energy storage [3]. Group 2: Market Dynamics and Challenges - As of the end of 2024, the total installed capacity of new energy storage projects in China reached 73.76 million kilowatts, a 130% increase from the end of 2023, indicating a rapidly expanding market [4]. - Despite the growth, the energy storage sector faces profitability challenges, with the cost of electrochemical storage being higher than the peak-valley price difference in Shandong [5][6]. - The government is pushing for market-driven reforms to enhance the economic viability of energy storage, including widening the price gap for energy storage to improve market returns [6]. Group 3: Future Development Plans - Shandong plans to accelerate the integration of energy sources, grids, loads, and storage, along with the establishment of green electricity industrial parks and renewable hydrogen production [7]. - The province aims to establish around 10 green electricity industrial parks this year to enhance the use of green electricity and promote industrial transformation [7]. - The development of 25 "vehicle-grid interaction" charging and swapping stations is also planned to facilitate peak shaving and promote local consumption of renewable energy [7].

Group 1: Foreign Trade Initiatives - Shandong launched the "2025 Foreign Trade Quality Products Shopping Season" to stimulate domestic consumption and support foreign trade enterprises amid external pressures from U.S. tariffs [2][3] - In the first four months of 2025, Shandong's import and export reached 1.13 trillion yuan, a year-on-year increase of 7.6%, with exports at 679.18 billion yuan (up 6.2%) and imports at 448.97 billion yuan (up 9.7%) [2] - The Shandong Provincial Department of Commerce plans to hold five promotional activities focusing on various foreign trade products, engaging over 1,000 foreign trade companies and nearly 5,000 buyers [2] Group 2: Multinational Company Cooperation - Shandong is enhancing cooperation with multinational companies to promote high-level opening-up and mutual benefits, with a focus on integrating into both domestic and international markets [4] - The province has attracted 27,690 foreign-funded enterprises, contributing significantly to the local economy, with foreign companies accounting for 14.2% of revenue, 22.6% of profits, and 14.9% of employment in the industrial sector [4][5] - Since 1987, Shandong has seen a continuous increase in foreign investment, with 236 Fortune 500 companies involved in 943 projects [5] Group 3: Artificial Intelligence Development - Shandong introduced a comprehensive plan to accelerate the integration of artificial intelligence (AI) across key sectors, focusing on 13 areas including chemicals, aluminum, and digital governance [6] - The province aims to invest in over 150 foundational research projects annually and support the development of AI technologies and platforms [6] - A total of 28 measures have been proposed to support the entire AI industry chain, enhancing innovation and application [6] Group 4: Brand Promotion Activities - The "2025 China Brand Day (Shandong)" event showcased 100 new "Good Products Shandong" brands, emphasizing the promotion of local manufacturing and services [8] - The Shandong Provincial Department of Commerce will continue to organize various promotional activities to enhance brand visibility and consumer engagement [8] Group 5: Renewable Energy Initiatives - Shandong is implementing "Eight Major Actions" to enhance the consumption of renewable energy, with installed capacity exceeding 125 million kilowatts, accounting for over 51% of total capacity [9] - The province leads the nation in solar power installation with 85.14 million kilowatts and ranks fifth in wind power installation [9] - Future plans include expanding energy storage projects and supporting new technologies to facilitate high-quality development and consumption of renewable energy [9]

广东出台机制电价，东北辅助服务运行愈发完善 2025 年 05 月 18 日 电力及公用事业行业周报(25WK20) ➢ 本周专题：广东省机制电价出炉，保障比例不超过 90%。文件表示，2025 年中期，广东将组织首次竞价交易，范围为 2025 年 6 月 1 日后投产、核准、备 案的新能源项目，参与首次竞价的项目需在 2025 年 12 月 31 日前投产。竞价电 量规模由广东省发改委、能源局确定，并在竞价前公布，申报信息包括机制电量 比例、机制电价等。机制电量比例申报上限与存量项目机制电量比例衔接，不高 于 90%。 东北电力辅助服务规则的升级主要的两方面：1）增设旋转备用交易品种，实现辅 助服务市场"压低谷、顶尖峰"全覆盖。2） 对原有深度调峰补偿机制进行了完 善。《东北电力辅助服务市场运营规则（暂行）》在东北电网经过半年模拟运行， 于 7 月 1 日正式启动试运行并实际结算。4 月 29 日，国家发改委、国家能源局 正式印发《电力辅助服务市场基本规则》，其中明确，经营主体包括发电企业、 售电企业、电力用户和新型经营主体。截至 2024 年，全国已有 16 个省建立调 峰市场、15 个省建立调频市场、6 ...

近年来，我省新能源持续快速发展。"截至目前，全省新能源和可再生能源装机1.25亿千瓦，占比 超过51%。其中光伏装机8514万千瓦，居全国首位；风电装机2669万千瓦，居全国第五。"省能源局局 长胡薄表示，针对2025年新能源消纳的新形势、新要求，山东必须坚持"发、调、储、用"各环节协同发 力，通过优化新能源装机结构、深挖电力系统调节能力、加快新型储能发展、丰富就近消纳场景、激发 绿电使用需求等，多措并举提升新能源消纳能力。 当前，新型储能在新型电力系统中发挥着重要调节性作用。山东将新型储能作为促进新能源消纳的 关键一招，大力实施新型储能百万千瓦行动计划，在国内率先建立独立储能参与现货市场交易机制，开 展多批示范项目建设，有力推动新型储能规模化、多元化发展。目前，全省新型储能在运规模808.5万 千瓦，较2022年底翻了两番。《行动方案》明确，年内将新增压缩空气储能100万千瓦左右，新增电化 学储能200万千瓦以上。力争到今年年底，全省新型储能规模突破1000万千瓦。 近日，省能源局印发《山东省2025年新能源高水平消纳行动方案》，提出实施"八大行动"，聚力提 升新能源消纳能力，全力保障新能源高水平利用。省政 ...

新能源的消纳水平与电力用户的参与密切相关。山东省发展和改革委员会二级巡视员李东方介绍说，山 东省近年来持续优化峰谷分时电价机制、大力发展虚拟电厂，以市场化手段为核心，结合技术创新和政 策引导，推动电力用户深度参与电网调峰和新能源消纳，形成"用户侧资源灵活调用、新能源高效消 纳"的良性循环。(完) 围绕山东推进新能源发展过程中促进消纳的重点工作，山东省能源局副局长孟凡志介绍说，该省科学设 定新能源发展目标，科学评估新能源入市对光伏行业的影响，发挥风光互补特性，促进新能源消纳利 用。"下一步，山东将加快推进源网荷储一体化、绿电产业园、可再生能源制氢、车网互动等新模式建 设，年内谋划10个左右绿电产业园。" 山东省能源局副局长岳建如表示，煤电是促进新能源消纳的重要调节性电源，山东作为传统能源大省， 煤电装机规模较大。"在推动新能源规模化利用过程中，山东统筹大型煤电机组建设和存量煤电机组升 级改造，预计今年完成煤电机组节能降碳改造、供热改造、灵活性改造'三改联动'2000万千瓦左右。" 中新网济南5月15日电(王采怡)记者15日在山东省人民政府新闻办公室召开的新闻发布会上获悉，近 日，山东印发《山东省2025年新能源 ...

Core Viewpoint - The Shandong Provincial Government is implementing the "Eight Major Actions" to enhance the high-level consumption of renewable energy, aiming for significant improvements by 2025 [5][8]. Group 1: Actions and Goals - The "Eight Major Actions" include optimizing the structure of renewable energy, enhancing coal power peak regulation, promoting new energy storage, strengthening grid support, encouraging green electricity consumption, innovating consumption models, deepening market reforms, and improving user response capabilities [5][6][7]. - By the end of this year, the ratio of solar to wind power installed capacity in Shandong is targeted to improve from 3.2:1 to 2.6:1 [5]. - The plan includes the modification of 20 million kilowatts of existing coal power units and the establishment of 2.68 million kilowatts of large coal power units by the end of the year [5][6]. Group 2: Characteristics of the Action Plan - The action plan emphasizes a systematic approach, coordinating all aspects of generation, regulation, storage, and consumption to enhance renewable energy consumption capabilities [7]. - It is targeted and responsive to the new conditions and requirements for renewable energy consumption by focusing on policy and measures to ensure effective outcomes [7]. - The plan is operationally detailed, with specific goals and responsibilities outlined to ensure rapid implementation and effectiveness [7][8].

Core Viewpoint - Shandong Province is actively implementing the "Eight Major Actions" to promote high-level consumption of renewable energy, achieving an average growth rate of 25% since the start of the 14th Five-Year Plan [1][3]. Group 1: Key Measures for Renewable Energy Development - The Shandong Provincial Energy Bureau will focus on three main tasks to ensure high-level consumption of renewable energy [3]. Group 2: Planning and Coordination - The province will enhance planning coordination by developing a high-standard renewable energy plan for the 15th Five-Year Plan, ensuring alignment with national and provincial energy plans [3][4]. Group 3: Optimization of Installed Capacity - Shandong has maintained the top position in the country for photovoltaic (PV) installations for eight consecutive years, with a focus on distributed PV systems in rural areas [4]. - The province aims to accelerate wind power development to alleviate the consumption pressure from PV generation, with plans to complete several offshore and onshore wind projects within the year [4]. Group 4: Innovative Development Models - Shandong is exploring new development models such as integrated source-grid-load-storage systems and green electricity industrial parks, with plans to establish around 10 green electricity industrial parks this year [5]. - The province will also implement "vehicle-grid interaction" charging stations to optimize electricity consumption patterns and promote local renewable energy consumption [5].

齐鲁晚报·齐鲁壹点 李牧青 5月15日上午，山东省政府新闻办举行新闻发布会，邀请省能源局主要负责同志等介绍山东深入实施"八大行动"，推动新能源高水平消纳情况。 一是充分发挥各类调节资源作用。在公平统一的原则下，利用现货市场价格信号充分反映系统供需，以低电价有效激励火电机组加大灵活性改造，达到低价 时段少发电目的。目前，已挖掘火电机组深度调峰能力700万千瓦以上，年可增加新能源消纳电量约35亿千瓦时。持续完善市场运行和交易机制，支持独立 储能、抽水蓄能等调节性资源，通过"低充高放"利用市场价差获取调节收益，为系统持续提升消纳能力拓展新空间。 二是精准高效引导用户侧响应。鼓励通过市场竞争形成价格信号，建立基于现货价格的分时电价机制、零售套餐分时约束机制，激励用户主动调节用电行 为，发挥最有效"指挥棒"作用。通过引导用户"避峰就谷"用电，2024年午间新能源大发时段增加用电负荷最高达583.87万千瓦，促消纳效果突出。 三是积极拓展省外消纳空间。在推动新能源省内最大化消纳的同时，打通省内新能源外卖交易渠道，实现在更大范围内配置。自今年1月份开始，通过电网 调度、交易机构等常态化组织开展省内富余新能源参与省间现货交易 ...