《意见》提出，到2027年，虚拟电厂建设运行管理机制成熟规范，参与电力市场的机制健全完善，全国 虚拟电厂调节能力达到2000万千瓦以上。到2030年，虚拟电厂应用场景进一步拓展，各类商业模式创新 发展，全国虚拟电厂调节能力达到5000万千瓦以上。 中国能源研究会能源政策研究室主任林卫斌接受《每日经济新闻》记者微信采访时表示，虚拟电厂虽然 不是真实的电厂，但是它能发挥类似真实电厂的出力作用。虚拟电厂的核心是负荷聚合与需求响应。 可有效聚合分布式电源、储能等各类分散资源 国家发展改革委和国家能源局在对《意见》进行解读时表示，制定《意见》是加快推进新型电力系统建 设的重要内容。虚拟电厂是具有鲜明新型电力系统特征的新型电力运行组织模式，可有效聚合分布式电 源、可调节负荷、储能等各类分散资源，协同参与电力系统优化和电力市场交易，有利于增强电力保供 能力、促进新能源消纳、完善电力市场体系。 林卫斌告诉《每日经济新闻》记者，在新型电力系统中，建立常态化需求响应机制的基本思路是分时计 量与分时现货价格结合，即在精确测量不同时间段内电力消耗的基础上，以电力现货市场连续的价格信 号引导用户侧资源进行用电行为的调节。 林卫斌认为， ...

Core Viewpoint - The National Development and Reform Commission (NDRC) has released a public consultation notice regarding the second batch of the "Green Low-Carbon Advanced Technology Demonstration Project List," which includes 101 projects aimed at promoting green and low-carbon technologies [2][31]. Summary by Categories Energy Storage Projects - Xinjiang Tianhe Yida Investment Co., Ltd. is developing a coal-fired power plant transformation project that integrates solar and storage, featuring a 550 MW solar power station and 82.5 MW/165 MWh storage capacity, expected to reduce carbon emissions by approximately 500,000 tons annually [3]. - Ningxia Reshape Hydrogen Energy Technology Co., Ltd. is working on a green hydrogen production project with a capacity of 12,000 tons per year, utilizing 200 MW of wind and solar power [4]. - Yancheng Jidian Hydrogen Energy Technology Co., Ltd. is establishing a green hydrogen production and storage project with an annual output of 2,000 tons [5]. - The project by Xinjiang Aksu Energy Investment Co., Ltd. involves a 500 MW/2000 MWh hybrid storage system, which will provide grid services and enhance power regulation capabilities [8]. - The Hebei Electric Power Company is implementing a project that integrates wind, solar, and storage technologies, expected to increase renewable energy consumption by nearly 600 million kWh annually [9]. Renewable Energy Projects - The Jiangsu Wanbang Comprehensive Energy Service Co., Ltd. is developing a project that integrates source, grid, load, and storage, expected to increase renewable energy consumption by approximately 36 million kWh annually [24]. - The Xinjiang Shengjuli Energy Co., Ltd. is working on a large-scale renewable energy project with a total capacity of 2.1 million kW, expected to achieve an annual renewable energy consumption of about 10.4 billion kWh [25]. - The project by Tibet Shenneng Zhongkai New Energy Co., Ltd. aims to produce nearly 300 million kWh of renewable energy annually through a combination of wind and solar power [27]. Hydrogen Production Projects - The project by Ningxia Danyang Hydrogen Energy Technology Co., Ltd. aims to produce green hydrogen at a rate of 24,000 standard cubic meters per hour, with an annual output of nearly 30,000 tons [28]. - The project by Heilongjiang Dazhong New Energy Co., Ltd. focuses on producing green methanol and ammonia, with an annual output of 250,000 tons of green methanol and 100,000 tons of green ammonia [30]. Carbon Reduction Initiatives - The projects collectively aim to significantly reduce carbon emissions, with some projects expected to cut emissions by over 300,000 tons annually through the integration of renewable energy sources and advanced technologies [31][32].

Market Overview - The market experienced a high and then a pullback, with the three major indices showing slight increases. Notably, the A-share trading volume fell below 1 trillion yuan for the first time in 50 trading days, reaching 974.5 billion yuan, a decrease of 157.8 billion yuan from the previous trading day, marking the second lowest volume of the year [1] Robotics Sector - The robotics sector saw a rebound, with stocks like Jinggong Technology and Tianhe Magnetic Materials hitting the daily limit. Other notable performers included Zhaomin Technology and Dongtu Technology, which rose over 10%. The market is responding positively to innovations such as the Unitr e e De x5 dexterous hand from Yushutech, which features 20 degrees of freedom and can perform complex tasks [4][5] - The demand for exoskeleton robots is increasing due to aging populations and labor shortages, creating a significant market opportunity [4] Electric Power Sector - The electric power sector is experiencing renewed interest, with stocks like Mingxing Electric and Hunan Development hitting the daily limit. This is attributed to seasonal trends and the ongoing energy reform [6][7] - The establishment of a new power system is essential, focusing on integrating renewable energy sources like solar and wind, which are less stable compared to traditional energy sources [9][10] - Key areas of focus include: 1. **Grid Upgrades**: Investment in ultra-high voltage and smart grid technologies, with companies like China West Electric and XJ Electric benefiting from increased orders [12] 2. **Energy Storage**: The energy storage market is expected to double this year, with companies like CATL and BYD leading the charge [13] 3. **Virtual Power Plants**: These can aggregate scattered power resources for market trading, with companies like Hengshi Technology and Guoneng Rixin positioned for growth [14] 4. **Green Power Operators**: Companies like Three Gorges Energy and Longyuan Power are well-positioned to benefit from rising green electricity prices [15]

Core Viewpoint - The photovoltaic industry is experiencing a surge in demand due to a "rush to install" solar components, leading to price increases and supply shortages, which are expected to create opportunities within the industry [1][2]. Industry Overview - The photovoltaic sector is witnessing a significant increase in component demand driven by a surge in installations, with the photovoltaic 50 ETF (516880) rising by 1.11% [1]. - Supply-demand imbalances are causing manufacturers to "cancel orders" and request price hikes, indicating a potential for price volatility until late April [1]. - The distributed photovoltaic industry is rapidly developing under policy support, with new regulations aimed at enhancing project management and market participation [1]. Market Dynamics - The National Energy Administration has introduced measures to promote the development of distributed photovoltaic projects, which are expected to increase market participation and flexibility [1]. - The introduction of a producer payment model is anticipated to improve cash flow for waste incineration power generation projects, alleviating local financial pressures [1]. - The securitization of nuclear power assets is also expected to address funding gaps and enhance competitiveness in the nuclear sector [1]. Challenges and Outlook - The industry faces external challenges, including a U.S. investigation into specific photovoltaic components, which may impact export markets [2]. - Despite supply-demand imbalances and quality concerns, increased policy support is expected to boost market expectations and overall industry prospects [2]. - The photovoltaic industry is projected to see significant growth in the second half of the year, with optimistic expectations for terminal demand performance [2]. Investment Recommendations - The industry is advised to focus on four core areas: glass, battery cells, new technologies, and large storage, with particular attention to segments likely to benefit from increased component production [2].

电力服务行业具备极高的规模壁垒。 本文为IPO早知道原创 在业务布局上，电管家的服务涵盖了配网建设、电力托管运维等基础电力服务，还深入拓展到合同能 源管理、电力交易服务以及低碳园区综合能源管理等增值电力服务领域。 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，电管家集团股份有限公司（以下简称"电管家"）日前完成超亿元新一轮融资，由 朝希资本和恒旭资本联合领投，申银万国等机构也参与投资。 在配网建设服务方面，电管家凭借专业的技术人才和丰富的服务经验，针对客户用电需求量身定制整 体解决方案，确保电力基础设施的可靠、安全、高效。电力托管运维服务则通过专业的运维团队和自 主研发的智慧能源管理平台，实现电力设施的全方位监控、巡检和维护，保障客户能源供应的稳定性 和安全性。 在电力交易服务方面，电管家凭借全国性的售电资质和专业的市场分析能力，协助客户通过市场化交 易方式购入电力，进一步降低用电成本。此外，针对低碳园区建设，电管家提供包括智能硬件设施改 造、远程抄表收费、光储充一体化设施投资运营等在内的一体化综合服务，助力园区实现节能降碳目 标。 在智能微网方面，电管家将继续大力布局， ...

Investment Rating - The report maintains a "Buy" recommendation for the power equipment industry, particularly focusing on the high-speed growth of UHV projects during the 14th Five-Year Plan period [1][10]. Core Insights - The report highlights the significant proposals made by various provincial representatives during the Two Sessions regarding UHV construction, indicating strong governmental support for infrastructure development in the power sector [10]. - The power equipment sector is currently experiencing a resonance of domestic and international demand, with expectations for high investment growth in 2025 [7][12]. - The report identifies three main investment themes: UHV flexible direct current and GIL, overseas expansion of power equipment, and the informatization and intelligence of distribution networks [7][12]. Summary by Sections 1. UHV Project Planning from Two Sessions - Multiple provinces proposed UHV project suggestions during the Two Sessions, including support for the "Xinjiang Power to Hunan" project and the construction of new UHV transmission channels [10][11]. 2. Market Performance Review - The new energy sector rose by 1.46% this week, ranking 17th among 30 industry sectors, underperforming the CSI 300 index which increased by 1.59% [12][17]. - The top-performing sub-sectors included energy storage (5.62%) and distribution equipment (3.11%) [12][14]. 3. Industry Investment Tracking - As of December 2024, cumulative investment in power generation projects reached 1,168.7 billion yuan, a year-on-year increase of 20.8%, while investment in grid projects totaled 608.3 billion yuan, up 15.3% year-on-year [36][39]. 4. Transformer Export Data - In December 2024, transformer exports amounted to 791.9 million USD, reflecting a year-on-year growth of 2.05% and a month-on-month increase of 5.23% [39][40]. 5. Important Company Announcements - Key announcements include Huazhong Cable's acquisition of Hunan Xingxin Aerospace New Materials Co., and Jinbei Electric's plan to establish a production base in Europe [45][46]. 6. Industry Dynamics - The establishment of virtual power plants in Hunan and Jiangsu, and the commencement of the Gansu-Zhejiang UHV project construction, are notable developments in the industry [48][49].

Core Viewpoint - The article discusses the shift in the European energy storage market from household storage to large-scale and industrial storage, highlighting significant developments and partnerships among various companies in the sector. Group 1: Major Developments and Partnerships - GreenVoltis has partnered with Zhongti Capital and KKI to develop a 400MW energy storage project in Europe, focusing on key regions like Germany, Sweden, Finland, and Poland [2][1] - Sungrow has secured a 100MWh storage order in Finland for a 50MW/100MWh BESS project, marking the first use of its PowerTitan 2.0 system in the country [3][4] - Renewco Power and Atlantica are collaborating to develop a 2.2GW battery storage project cluster in Spain, representing the first GW-level project in Southern Europe since 2024 [8][9][10] Group 2: Market Trends and Statistics - According to Aurora's research, Europe is expected to reach 50GW of battery storage capacity by 2030, requiring an investment of €80 billion, with 2024 projected as a peak construction year [11][12] - The European Commission's recent report indicates that there are currently 147 energy storage projects under construction in Europe, totaling 14GW, with the UK leading in project numbers [12][13] - The article notes a "East-West divide" in European energy storage development, with Eastern Europe relying more on government subsidies while Western Europe depends on market pricing mechanisms [14][15] Group 3: Market Participation and Localization - The European battery storage market includes six main participants: developers, investment funds, independent flexible suppliers, independent power producers, utility companies, and local governments [16] - Chinese companies like CATL and BYD hold a significant market share, accounting for 55% of the EU's energy storage battery market, but face challenges due to localization requirements under the TCTF framework [18][20] - Following the bankruptcy of Northvolt, European startups are seeking partnerships with Chinese battery technology and manufacturing firms to overcome production challenges [19][20]

文 | 山东省能源局 3月5日， 山东省发展和改革委员会、国家能源局山东监管办公室和山东省能源局联合发布 《关于印发源网荷储一体化试点实施细则的通知》 。其中提出， 源网荷储一体化试点工作按照4类模式组织实施，分别为就地就近消纳、绿电交易、 虚拟电厂 、分布式自发自用。 新能源就地就近消纳模式 和 绿电交易模式 要求一体化项目应根据企业自身需求，自愿合理配置储能。储能应自行建设，不得作为独立主体参 与电力市场交易。 各市发展改革委(能源局),国网山东省电力公司,山东电力交 易中心: 根据国家发展改革委、国家能源局《关于推进电力源网荷储 一体化和多能互补发展的指导意见》(发改能源规〔2021〕280 号)和国家能源局《关于支持电力领域新型经营主体创新发展的 指导意见》(国能发法改〔2024〕93号)等文件要求,为促进新 能源消纳利用,助力新型电力系统建设,我们研究编制了源网荷 储一体化试点实施细则。现印发给你们,并将有关事项通知如下。 一、试点模式 结合我省电力市场化改革和电力运行实际,源网荷储一体化 试点工作按照 4 类模式组织实施,分别为就地就近消纳、绿电交 -1- 易、虚拟电厂、分布式自发自用,各类模式试 ...

文 | 中关村储能产业技术联盟 近 日 ， 在 欧 洲 储 能 系 统 和 虚 拟 电 厂 （ VPP ） 解 决 方 案 领 域 占 据 领 先 创 新 地 位 的 GreenVoltis ， 重 磅 宣 布 与 中 缔 资 本 、 Konflux Kapital International（以下简称"KKI"）达成战略合作伙伴关系。三方将以极具前瞻性的布局，推动电池储能系统（BESS）和虚拟电厂基础设施在欧 洲的扩张，全力助力欧洲能源转型。 400MW储能巨量释放，强力赋能欧洲能源生态 此次合作的核心亮点在于，三方不仅将在欧洲开发规模高达400MW的储能项目，同时还将精准布 局欧洲核心区域，覆盖德国、瑞典、芬兰、波兰等国，这不仅能为欧洲能源生态系统注入强劲动 奠定行业领导地位，助力欧洲碳中和目标 此次合作充分巩固了GreenVoltis在数字化可再生能源解决方案领域的领导地位，再次彰显其对可持续发展、能源效率提升以及市场驱动型能源 转型的坚定承诺。随着欧洲推进碳中和目标，这一战略举措将有力保障可再生能源的可靠采用，同时实现电网性能与商业可行性的双重优化。 GreenVoltis 简介 GreenVolti ...

Group 1 - Tianjin is promoting a new cycle of "technology-industry-finance" to support the growth of key industrial chains and improve financial service ecosystems [1][2] - The Tianjin Bank has signed a financial service agreement with Tianjin DiBiAi New Energy Technology Co., Ltd., providing various financial supports totaling 140 million yuan since the establishment of the Tiankai Garden [2][3] - The Tiankai Garden has attracted over 350 technology and financial service institutions and more than 40 venture capital funds since its establishment [3] Group 2 - Registered companies in Tiankai Garden have received over 1.1 billion yuan in investments and nearly 1 billion yuan in loans [4] - The People's Bank of China Tianjin Branch reports that over 60 specialized technology financial institutions have been established in Tianjin, offering more than 100 specialized credit products [4] - The main banks for technology parks have facilitated credit of 23.53 billion yuan and issued loans of 18.93 billion yuan, benefiting 395 first-time borrowers and 143 credit white households [4] Group 3 - Postal Savings Bank of China Tianjin Branch provided a 5 million yuan credit to Zhongguan Automotive Parts Manufacturing Co., Ltd. to support its technology research and equipment upgrades [6][7] - The bank had previously assisted Zhongguan Automotive with a 2 million yuan credit loan for production line expansion [7] - The financial support from banks is seen as a solid backing for technological innovation in enterprises [8] Group 4 - In 2024, the new credit issued to key industrial chain enterprises increased by 22.9%, with new loans amounting to 46.8 billion yuan, a growth of 23.5% [9] - A recent signing event organized by Tianjin Municipal Financial Office involved over 20 financial institutions, resulting in support commitments exceeding 100 billion yuan for 28 key projects [9] Group 5 - Agricultural Bank of China Tianjin Branch provided a 30 million yuan mid-term working capital loan to Tianjin YunYao Aerospace Technology Co., Ltd. to support its research and development [10] - This loan was facilitated by a reference list of key cooperative investment institutions, which helps banks provide credit support to technology innovation enterprises [10][11] - By the end of 2024, banks in Tianjin had issued 1.423 billion yuan in loans through a combined investment and loan model, benefiting 88 technology innovation enterprises [11][12]