12月2 3日，国家发改委、国家能源局联合发布的《关于促进光热发电规模化发展的若干意见》提出总体目标：积极推进光热发电项 目建设，不断拓展光热发电开发利用新场景，保障光热发电规模化发展。到20 30年，光热发电总装机规模力争达到15 00万千瓦左 右，度电成本与煤电基本相当；技术实现国际领先并完全自主可控，行业实现自主市场化、产业化发展，成为新能源领域具有国际竞 争优势的新产业。 以下为原文 国家发展改革委 国家能源局关于促进 光热发电规模化发展的若干意见 发改能源〔20 25〕1 64 5号 河北省、内蒙古自治区、吉林省、四川省、西藏自治区、甘肃省、青海省、宁夏回族自治区、新疆维吾尔自治区发展改革委、能源 局，国家能源局有关派出机构，有关电力企业： 光热发电兼具调峰电源和长时储能的双重功能，能够实现用新能源调节支撑新能源，能够为电力系统提供长周期调峰能力和转动惯 量，具备在部分区域作为调峰和基础性电源的潜力，是实现新能源安全可靠替代传统能源的有效手段，是加快构建新型电力系统的有 效支撑。同时，光热发电产业链长，规模化开发利用将成为我国新能源产业新的增长点。为更好适应新能源高质量发展需求，助力加 快构建新型电 ...

文 | 中关村储能产业技术联盟 "十五五"时期，我国能源革命进入攻坚期，构建新型能源体系成为各省市高质量发展的核心战略。 目前各省市陆续发布了《国民经济和社会发展第十五个五年发展规划的建议》，纵观各地"十五五"规划蓝图，储能已从单纯的技术选项， 跃升为支撑能源转型、培育新质生产力的关键支柱。它不仅是消纳新能源、增强电网韧性的"稳定器"，更是驱动产业升级、实现绿色增长 的"新引擎"。 各省市"十五五"规划中，对储能的部署已形成多元化、规模化的发展共识，主要体现在以下三个层面： 定位升级 普遍将储能（抽水蓄能、新型储能）定位为 "构建新型电力系统" 的关键支撑，旨在提升电力系统的互补互济和安全韧性水平。 应用深化 支撑新能源消纳： 将储能作为提高风电、光伏等新能源消纳能力的必备手段，推动"风光火储"等多能互补基地建设。 赋能用户侧与电网： 加快智能电网和微电网建设，其中储能是重要元素；推广虚拟电厂模式； 推动源网荷储一体化， 强调通过储能实现电源、电网、负 荷、存储的协同互动；建设零碳工厂/园区，用户侧储能是实现低碳用能的关键。 探索新模式： 积极探索数据中心、智算中心、交通、钢铁、建筑、化工、绿电直连等配套储能 ...

Core Viewpoint - The "2025 Annual Development Report on Technological Innovation in China's Electric Power Industry" indicates that technological innovation in China's energy and electricity sector is experiencing significant breakthroughs, deep integration, and leading development trends [1] Investment and R&D - China's major electric power enterprises are increasing their R&D investment, with an average R&D expenditure intensity of 2.82% in 2024, surpassing the national average of 2.68% [1] - Total investment in technological innovation reached 198.32 billion yuan, a year-on-year increase of 9.16%, with grid enterprises investing 51.28 billion yuan, generation enterprises 104.23 billion yuan, and construction enterprises 42.81 billion yuan [1] - The total number of research personnel in major electric power enterprises reached 237,073 in 2024, indicating an improvement in the quality of the technology talent pool [1] Achievements in Innovation - The electric power industry received 4 gold and 6 silver awards at the 25th Patent Awards in 2024, and a total of 91 national science and technology awards from 2017 to 2024 [2] - The number of invention patent authorizations in major electric power enterprises reached 35,413 in 2024, reflecting a year-on-year growth of 13.5% [2] - The quality of scientific papers in the electric power sector is improving, and the strength of basic research is gradually increasing [2] Technological Advancements - The transition of thermal power generation towards high efficiency, flexibility, and low carbon is accelerating, with significant breakthroughs in key technologies such as ultra-supercritical circulating fluidized bed boilers and large-scale carbon capture [2] - Hydropower and pumped storage technologies remain leading, with successful development of high-end equipment like 500 MW impact units and 700-meter high stability pumped storage units [2] - Wind power generation is trending towards larger and smarter units, with a 26 MW offshore wind turbine leading globally [2] - Photovoltaic cell conversion efficiency has repeatedly set world records, and advanced nuclear technologies like "Hualong One" and "Guohe One" are making steady progress [2] Grid and Storage Innovations - The grid sector has achieved significant results in ultra-high voltage and artificial intelligence technologies, establishing a foundation for new power systems with proprietary intellectual property [3] - New energy storage technologies are rapidly iterating and moving towards large-scale applications, including grid-type storage and solid-state batteries [3] - The deployment of energy power models like "Super Brain" and "Guangming Power" is underway [3]

中国已经走出了任何西方发达国家没有走过的路，就是在减碳的同时可以实现经济增长，"这个不曾被 证实过，但是中国证实了。" --------------- 即将开启的"十五五"时期将成为多个行业领域的战略机遇发展期，其中就包括事关国计民生的能源领 域。 "十五五"规划建议提出，加快建设新型能源体系，并明确提到"着力构建新型电力系统，建设能源强 国"。这是"能源强国"首次出现在国家五年规划建议中，也意味着未来五年，我国不仅要如期实现碳达 峰目标，还需要在电力系统灵活性、市场机制完善以及绿色生产生活方式塑造等方面取得实质性进展。 更值得关注的是，当前全球能源布局中，中美在油气、新能源领域选择了不同路径，前者拥抱新能源， 后者加速回归传统能源。在日前《财经》2026年会期间的一场圆桌对话中，多名专家谈到中美在能源发 展上的"背道而驰"：就在上个月，美国政府重组能源部，新设立碳氢化合物和地热能源办公室以优先发 展化石燃料和核能资源。 "长远来看，这不是中美之间在竞争，这是化石能源和可再生能源在竞争。"美国能源智库落基山研究所 常务董事兼北京代表处首席代表李婷在对话现场说，中国已经走出了任何西方发达国家没有走过的路， 就是 ...

Core Insights - The first two units of the Nanning Pumped Storage Power Station in Guangxi have been successfully put into operation, marking the first pumped storage power station in Guangxi and establishing a new capability in the local power system [1][2] Group 1: Project Overview - The newly commissioned units can convert 500,000 cubic meters of water into 600,000 kilowatt-hours of clean electricity per hour, sufficient to meet the daily electricity needs of 100,000 residential users [1] - The two units add 1.2 million kilowatts of regulation capacity to the grid, nearly 20% of Nanning's peak load, capable of supporting the simultaneous operation of 1.2 million standard air conditioners [1] Group 2: Technical Specifications - Each unit weighs 1,600 tons, equivalent to the weight of 800 electric vehicles, and stands over 28 meters tall, comparable to a nine-story residential building [1] - The core component of the units is made up of over 140,000 silicon steel sheets, each only 0.35 millimeters thick, with vibration control requirements of 50 micrometers during operation [1] Group 3: Project Development and Future Plans - The project is the first approved pumped storage project in South China during the 14th Five-Year Plan, with a total investment of approximately 8 billion yuan, and the main construction began in July 2022 [2] - The second batch of two units is in the final preparation stage for commissioning, expected to be fully operational by the end of the month, which will increase the station's regulation capacity to 2.4 million kilowatts and enable the consumption of up to 2.5 billion kilowatt-hours of clean energy annually, reducing carbon dioxide emissions by 2.2 million tons [2]

Core Viewpoint - The article highlights the advancements and achievements of the Southern Power Grid in promoting a high-quality energy development model, emphasizing the integration of renewable energy sources and the establishment of a new power system in China. Group 1: Energy Development Strategy - In 2014, the Chinese government proposed a new energy security strategy focusing on "four revolutions and one cooperation," which outlines the direction for energy development in the country [3] - The Southern Power Grid is actively implementing this strategy to enhance energy quality and sustainability [4] Group 2: Renewable Energy Integration - Non-fossil energy sources account for 55% of the power generation mix, showcasing a significant shift towards renewable energy [5][6] - The Southern Power Grid's operational area has over 66% of installed capacity from non-fossil energy sources, with a power generation share of 55% [12] Group 3: Technological Innovations - A digital forecasting platform has been established, achieving accuracy rates of 89.0% for wind and 93.7% for solar energy predictions [14] - The company is developing new power transmission channels, such as the upcoming Cangyue DC transmission project, to facilitate the transfer of clean energy to major load centers [11] Group 4: Reliability and Efficiency - The reliability of power supply in the Southern Power Grid's operational area reached 99.99%, even during extreme weather events [19][20] - Significant investments have been made in rural power grid upgrades, achieving a reliability rate of 99.9% for rural electricity supply [25] Group 5: Cross-Border Electricity Cooperation - The Southern Power Grid has facilitated over 800 billion kilowatt-hours of electricity exchange with neighboring countries, enhancing regional energy cooperation [30] - The company has also supported electrification projects in Peru, improving the average outage time to the lowest level in the country [33] Group 6: International Expansion - During the 14th Five-Year Plan period, the Southern Power Grid's international business has driven over $7 billion in Chinese technology, capital, equipment, and services to go global [39]

12月11日，"从政策驱动到市场拉动：打开广东新型储能内需新空间"研讨会在广州召开。来自科研院 所、电网公司、电力交易中心、产业界的专家学者齐聚一堂，围绕广东新型储能产业发展的挑战与机 遇、市场机制创新、出海路径拓展等核心议题展开深度研讨，认为应以"政策驱动+市场赋能+内外需协 同"突破发展瓶颈，推动广东储能产业从"制造先行"迈向"打造生态体系"。 以下为研讨会主要内容和与会专家观点摘要： 自"双碳"目标提出以来，中国能源体系加快向绿色低碳转型迈进，新型储能作为构建新型电力系统的关 键支撑环节，在提升电力系统灵活性、安全性与可再生能源消纳能力方面，发挥着日益重要的作用。 中国能源研究会双碳产业合作分会副秘书长汤泰：习近平主席在联合国气候变化峰会上提出"2035年风 电和太阳能发电总装机容量力争达到36亿千瓦"的目标，为我国能源事业高质量发展擘画了宏伟蓝图、 明确了行动方向。要推动如此体量的新能源成为系统的可信容量，储能的关键作用不可或缺。未来新型 电力系统的构成，很大程度将取决于"储能+新能源"的协同能够解决多少问题，为系统提供多少有效支 撑。 北京市朝阳区环友科学技术研究中心秘书长张頔：广东拥有完备的储能产 ...

Core Viewpoint - The development of supercritical carbon dioxide (sCO2) power generation technology is crucial for achieving China's dual carbon goals and constructing a new power system, marking a significant advancement in modern energy systems [1][2]. Group 1: Advantages of Supercritical CO2 Power Generation - sCO2 power generation offers high efficiency, flexibility, and compact system design compared to traditional steam power generation, with an efficiency increase of 3-5 percentage points and a regulation speed 3-4 times faster than traditional systems [2]. - The technology is suitable for various energy sources, including coal, solar thermal, and nuclear power, addressing the challenges posed by the intermittency of renewable energy sources [2]. Group 2: Key Technological Breakthroughs - The Xi'an Thermal Engineering Research Institute has made significant advancements in the principles and control strategies for sCO2 systems, leading to the establishment of a 5 MW sCO2 test unit, which has successfully operated for over 2000 hours [3]. - The research has resulted in a comprehensive invention system for sCO2 power generation, achieving international leading levels in performance [3]. Group 3: Commercialization Prospects - A strategic partnership has been formed between Xi'an Thermal Engineering Research Institute and Yulin Energy Group to develop a 50 MW coal-fired sCO2 power generation demonstration unit, expected to exceed 40% efficiency and provide flexible peak regulation capabilities [4]. - This project aims to utilize existing power plant infrastructure, positioning it as the world's first commercially viable large-scale sCO2 power generation unit [5].

Group 1 - The Xi'an Xidian Group's new smart industrial park project in Xianyang has a total investment of 1.364 billion yuan and covers an area of approximately 406 acres, focusing on advanced electrical materials, high-end power ceramics, and precision aluminum alloy casting [1] - The main construction of the project was completed in November, with the electrical materials production line already in trial production, while the precision casting and ceramics production lines are expected to begin trial production by March next year [1] - The project aims to create a national-level intelligent manufacturing and smart energy demonstration park, injecting strong momentum into the province's power transmission and transformation equipment industry [1] Group 2 - Xianyang is leveraging the national strategy for a new power system, focusing on high-end, intelligent, digital, complete, and green development, and has formed an industrial cluster represented by the Xianyang Equipment Manufacturing Industrial Park [2] - The park has attracted leading companies such as Zhejiang Chint Electric and Guangzhou Zhujiang Cable Group, covering various fields including medium and low voltage power equipment and distribution automation [2] - The Chint Electric Northwest Industrial Park has completed the main structure of its new office building and has officially launched its distribution transformer production line [2] Group 3 - The Xianyang Equipment Manufacturing Industrial Park is fostering an industrial cluster effect, promoting technological upgrades and talent acquisition in the power transmission and transformation equipment sector [3] - The local government is focusing on attracting upstream and downstream enterprises around leading companies, optimizing the business environment, and facilitating project progress [3] - Xianyang has 41 large-scale power transmission and transformation equipment enterprises, including one national-level "little giant" enterprise and 15 provincial-level specialized small and medium-sized enterprises [3] Group 4 - The local government plans to concentrate resources on supporting the extension and supplementation of the industrial chain, technological innovation, and the cultivation of main entities to strengthen the power transmission and transformation equipment industry [4] - There is an emphasis on creating supportive innovation application scenarios and improving the business environment to promote high-quality development in the city's power construction and equipment industry [4]

Core Viewpoint - The article highlights the advancements and achievements of the Southern Power Grid in promoting a new energy system, focusing on high-quality energy development and the integration of renewable energy sources into the grid [2][5][12]. Group 1: Energy Development and Strategy - The Southern Power Grid is implementing the "Four Revolutions and One Cooperation" energy security strategy proposed by President Xi Jinping, which emphasizes energy consumption, supply, technology, and system revolutions along with international cooperation [2]. - Non-fossil energy generation accounts for 55% of the total energy mix in the Southern Power Grid's operational area, showcasing a significant shift towards renewable energy [4][7]. Group 2: Renewable Energy Integration - The Southern Power Grid has achieved a renewable energy consumption rate of 97% by 2025, positioning itself among the top in the country [9]. - The construction of new power transmission channels, such as the ultra-high voltage direct current project, will facilitate the large-scale transfer of clean energy from the western regions to major load centers like the Guangdong-Hong Kong-Macao Greater Bay Area [7]. Group 3: Technological Innovations - A digital forecasting platform has been established to enhance the predictability of renewable energy sources, achieving accuracy rates of 89.0% for wind and 93.7% for solar energy [8]. - The Southern Power Grid has implemented a continuous settlement trial for cross-province electricity trading, enabling seamless electricity transactions across regions [11]. Group 4: Reliability and Quality of Supply - The reliability of power supply in the Southern Power Grid has reached 99.99%, ensuring consistent electricity availability even during extreme weather events [13][14]. - Significant investments have been made in rural power grid upgrades, achieving a rural power supply reliability rate of 99.9% [15]. Group 5: International Cooperation and Impact - The Southern Power Grid has facilitated electricity exchanges with neighboring countries, achieving over 80 billion kilowatt-hours of power interconnection [17][18]. - International projects, such as the "Lighting Up Ten Thousand Homes" initiative in Peru, have improved electricity access for thousands of households, demonstrating the company's commitment to global energy solutions [19].