Core Viewpoint - The National Energy Administration supports the development of solar thermal power as a dual-function energy source that enhances long-term peak regulation capabilities and inertia for new energy systems, contributing to the safe and reliable replacement of traditional energy sources [3][4]. Group 1: Support for Hainan State as "China's Solar Thermal Capital" - The National Energy Administration and the National Development and Reform Commission emphasize the importance of solar thermal power development, aligning with the "14th Five-Year Plan" for renewable energy [4]. - Hainan State is identified as an ideal location for large-scale solar thermal power plants due to its abundant solar resources, flat terrain, and rich land resources [5]. - The government plans to further research and support policies for the large-scale development of solar thermal power, enhancing its role in the new energy system [5][6]. Group 2: Solar Thermal Power Capacity Pricing Policy - Qinghai Province is exploring a solar thermal power pricing policy at 0.55 yuan per kilowatt-hour, aiming to establish a 300,000-kilowatt independent solar thermal power station [6]. - The current stage of solar thermal power development faces challenges related to costs, scale, and return mechanisms, necessitating further research on the feasibility and operability of capacity pricing mechanisms [6].

Core Insights - The article highlights the entrepreneurial journey of Yu Dexiang, the chairman of Teruid, who has successfully led the company in the electric power equipment sector, focusing on innovation and market leadership [2][4][5]. Group 1: Company Background and Achievements - Teruid was founded in 2004 by Yu Dexiang after leaving a 13-year career at the State Grid Corporation, initially focusing on box-type substations [2][4]. - The company gained recognition by winning a significant contract for 105 box-type substations for the Qinghai-Tibet Railway, showcasing its innovative design and technical capabilities [3][4]. - Teruid became the first company to list on the Growth Enterprise Market in 2009, with stock code 300001, marking a significant milestone in its growth [4]. Group 2: Product Innovations - Teruid has developed several industry-first products, including the first 10kV high-speed railway remote control box transformer and the first 220kV prefabricated offshore booster substation, contributing to advancements in China's electric power equipment sector [4][5]. - The company has expanded its product applications beyond railways to include power grids, renewable energy, and data centers, establishing itself as a leader in the box-type electric equipment field [4]. Group 3: Financial Performance - In 2024, Teruid's "smart manufacturing + integrated services" business achieved a revenue of 10.485 billion yuan, a year-on-year increase of 22.47%, with a net profit of 709 million yuan, up 91.42% [5]. Group 4: Expansion into Electric Vehicle Charging - In 2014, Teruid launched a second venture, Terlai Electric, to develop a comprehensive charging network for electric vehicles, aiming to address future demands in the sector [6][8]. - Terlai Electric has established a charging network that integrates microgrids and energy storage, enhancing the capacity of the distribution network and supporting the large-scale development of electric vehicles [8][9]. Group 5: Internationalization Strategy - Teruid has successfully expanded its operations to 56 countries, achieving an overseas business contract value of 800 million yuan in 2024, a year-on-year increase of 131.87% [11]. - The company emphasizes the importance of competitiveness in international markets, focusing on product quality, brand, service, and cost [12]. - Recent projects include a 700 million yuan order for high-voltage mobile substations from Saudi Arabia, completed in under six months, demonstrating the company's execution capabilities [13][14].

Core Insights - The overall energy supply in China is sufficient and the supply-demand situation is generally relaxed, supporting economic recovery [1][2] - Renewable energy development has reached new heights, with significant growth in installed capacity and investment [3][4] Energy Supply and Demand - National energy consumption has maintained growth, with electricity consumption growth stabilizing at 5.4% in June [2] - Natural gas demand has slightly increased, while coal consumption has decreased due to warmer winter weather and increased renewable energy output [2] Renewable Energy Development - New energy installations have doubled compared to the same period last year, with non-fossil energy generation capacity exceeding 60% for the first time [2][4] - Renewable energy accounted for 91.5% of new installed capacity, with a total of 268 million kilowatts added in the first half of the year, a 99.3% year-on-year increase [4][5] Investment in Energy Infrastructure - Investment in key energy projects exceeded 1.5 trillion yuan, a 21.6% increase year-on-year, with significant contributions from private enterprises [3][4] - Investment in renewable energy generation has also seen rapid growth, particularly in distributed solar and offshore wind projects [3][4] Charging Infrastructure Development - As of June 30, the total number of electric vehicle charging facilities reached 16.1 million, with a coverage rate of 97.08% in counties and 80.02% in towns [6][7] - The total charging volume for new energy vehicles reached 54.923 billion kilowatt-hours in the first half of the year [7] Summer Peak Power Supply - The overall power supply during the summer peak is expected to be secure, with a projected load exceeding 1.55 billion kilowatts [7]

Core Viewpoint - The entrepreneurial journey of Yu Dexiang, chairman of Teruid (300001), emphasizes innovation and leadership in the energy sector, aiming to establish the company as a leader in both China and globally [1][2]. Group 1: Company Background and Achievements - In 2004, Yu Dexiang founded Teruid after leaving a 13-year career at the State Grid Corporation, focusing on the box-type substation market [2]. - Teruid gained recognition by successfully completing the Qinghai-Tibet Railway project, delivering 105 box-type substations in under three months, showcasing its innovative capabilities [2][3]. - The company became the first listed company on the Growth Enterprise Market in 2009, with stock code 300001, capitalizing on its early market entry [3]. - Teruid has developed several industry-first products, including the first 10kV high-speed rail remote control box transformer and the first 220kV prefabricated offshore booster substation, contributing to the advancement of China's power equipment sector [3][4]. Group 2: Financial Performance - In 2024, Teruid's "smart manufacturing + integrated services" business achieved a revenue of 10.485 billion yuan, a year-on-year increase of 22.47%, with a net profit of 709 million yuan, up 91.42% [4]. Group 3: Expansion into Electric Vehicle Charging - In 2014, Teruid launched a second venture, Terlai Electric, focusing on building a charging network for electric vehicles, which took ten years to develop [6]. - Terlai Electric aims to create a comprehensive charging network to support the growing demand for electric vehicles, emphasizing the importance of a structured charging system over merely installing charging stations [6][7]. - By 2024, Terlai Electric reported a net profit of 290 million yuan, with a nationwide charging service network that includes over 709,000 public charging terminals [8]. Group 4: International Expansion - Teruid has successfully expanded its operations to 56 countries, achieving an overseas business contract value of 800 million yuan in 2024, a 131.87% increase year-on-year [9]. - The company completed a significant project in Saudi Arabia, delivering 15 sets of 132kV mobile substations in under six months, demonstrating its operational efficiency and technical prowess [10][11].

Core Insights - The overall energy supply in China is sufficient and the demand-supply situation is generally relaxed, supporting economic recovery [1][2] - Renewable energy development has reached new heights, with significant growth in installed capacity and investment in green energy projects [2][3] Energy Supply and Demand - National energy consumption has shown growth, with electricity consumption growth stabilizing at 4.7% in April, 4.4% in May, and 5.4% in June [1] - Natural gas demand has slightly increased, primarily driven by urban gas consumption, while coal consumption has decreased due to warmer winter weather and increased renewable energy output [1] Renewable Energy Growth - The installed capacity of renewable energy has rapidly increased, with non-fossil energy generation capacity surpassing 60% for the first time by the end of May [2] - In the first half of the year, the newly installed capacity of wind and solar power doubled compared to the same period last year, with renewable energy accounting for 91.5% of new installations [3][5] Investment in Energy Infrastructure - Investment in energy infrastructure projects exceeded 1.5 trillion yuan, a year-on-year increase of 21.6%, with private sector investment growing rapidly [2][3] - Investment in hydrogen energy projects has doubled, and investment in charging infrastructure has increased by nearly 70% [2][3] Charging Infrastructure Development - As of June 30, the total number of electric vehicle charging facilities reached 16.1 million, with a coverage rate of 97.08% in counties and 80.02% in townships [3][4] - The total charging volume for new energy vehicles reached 54.923 billion kWh in the first half of the year [3] Power Supply Assurance - The power supply during the peak summer demand period is expected to be secure, with a projected load exceeding 1.55 billion kW [4]

Core Insights - As of June 2025, the total number of electric vehicle charging facilities in China reached 16.1 million, with public charging facilities accounting for 4.096 million and private facilities for 12.004 million, achieving a county coverage rate of 97.08% and a town coverage rate of 80.02% [1] - In the first half of this year, the total charging volume for new energy vehicles in China reached 54.923 billion kilowatt-hours, with the annual charging volume expected to be comparable to the annual output of the Three Gorges Dam [1] - The National Energy Administration plans to enhance the charging network and improve service quality to better meet the needs of consumers purchasing and using new energy vehicles [1] Investment Trends - Investment in energy infrastructure projects exceeded 1.5 trillion yuan in the first half of the year, marking a year-on-year increase of 21.6%, with private enterprise investment growing rapidly [1][2] - Investment in renewable energy generation, particularly in onshore wind and distributed solar, saw significant growth, with distributed solar investment increasing by over 70% [2] - Investment in energy supply security, including coal and nuclear power, remained strong, with multiple key projects completed to ensure electricity supply during peak summer demand [2] New Energy Developments - Investment in hydrogen energy projects doubled in the first half of the year, and investment in charging infrastructure grew by nearly 70% [2][3] - The share of non-fossil energy generation capacity surpassed 60% for the first time, with wind and solar power installations doubling compared to the same period last year [3] - New energy storage capacity reached 94.91 million kilowatts (or 222 million kilowatt-hours), reflecting a growth of approximately 29% from the end of 2024 [3] Future Directions - The National Energy Administration aims to implement the "Four Revolutions, One Cooperation" energy security strategy, expanding new energy storage applications and enhancing market mechanisms for high-quality development [4]

新华社北京7月31日电（记者王悦阳、戴小河）记者31日从国家能源局获悉，今年上半年，全国新型储 能装机规模达到9491万千瓦/2.22亿千瓦时，较2024年底增长约29%，新型储能保持平稳较快发展态势。 国家能源局能源节约和科技装备司副司长边广琦在当日举行的国家能源局例行新闻发布会上表示，2025 年上半年，新型储能保持平稳较快发展态势。华北、西北、南方地区是上半年新型储能主要增长区，占 全国新增装机80%以上。 "南方地区增速较快，已投运新型储能装机占全国15.4%，与2024年底相比增加3个百分点，主要原因是 广西、云南等水电占比较高、调节资源相对充裕的省份，由于新能源快速发展，调节能力逐步趋紧，新 型储能发展需求不断增加。"边广琦说。 近年来，我国新型储能快速发展，在新型电力系统中作用日益凸显，有力促进新能源开发消纳，提高电 力系统安全稳定运行水平。七月份以来，我国多地出现持续高温，带动用电负荷快速增长，新型储能发 挥顶峰保供作用。其中，江苏、山东、云南先后开展全省新型储能电站用电高峰期间集中调用，最大放 电功率分别达714万千瓦、804万千瓦、474万千瓦，调用同时率达到95%以上。 此外，会上发布《 ...

新华财经北京7月31日电 国家能源局能源节约和科技装备司副司长边广琦7月31日说，2025年上半年， 新型储能保持平稳较快发展态势，全国新型储能装机规模达到9491万千瓦／2.22亿千瓦时，较2024年底 增长约29%。 边广琦是在当日国家能源局举行的新闻发布会上，回答新华财经记者提问时作出上述表述的。 当前，随着新能源快速发展，电力系统调峰、电力保供压力不断增大，发展新型储能成为构建新型电力 系统的客观需要。 据边广琦介绍，从各省份发展新型储能的情况来看，上半年，内蒙古、新疆装机规模超过1000万千瓦， 山东、江苏、宁夏装机规模超过500万千瓦；河北、浙江、云南、甘肃、广东、安徽、广西、山西、湖 南、河南、湖北、青海、贵州等13省区装机规模超过200万千瓦。 分区域来看，华北、西北、南方地区是上半年新型储能主要增长区，占全国新增装机80%以上。其中， 华北、西北地区已投运新型储能装机分别占全国29.7%、25.7%，占比与2024年底相比基本保持稳定； 南方地区增速较快，已投运新型储能装机占全国15.4%，与2024年底相比增加3个百分点，主要原因是 广西、云南等水电占比较高、调节资源相对充裕的省份，由于新 ...

新华财经北京7月31日电（记者安娜） 国家能源局发展规划司副司长邢翼腾7月31日表示，今年上半 年，全国能源供应充足，供需总体宽松，能源结构持续优化，新型能源体系建设加快推进，助力我国经 济持续回升向好。 邢翼腾当日在国家能源局新闻发布会上说，今年上半年，全国能源形势主要有以下四个特点： 一是能源安全保障能力稳步提升。上半年，原煤生产平稳增长，规上工业原煤产量同比增长5.4%。油 气生产稳定增长，规上工业原油产量同比增长1.3%，规上工业天然气产量同比增长5.8%。扣除天数原 因，规上工业发电量日均同比增长1.3%。电力大范围优化配置能力进一步增强，陇东-山东、哈密-重庆 等特高压直流输电工程投产送电。迎峰度夏以来，有效应对15.08亿千瓦的历史最高用电负荷，全国未 实施有序用电。 二是绿色低碳转型加速推进。新能源装机保持快速增长。继3月底全国风电、太阳能发电装机历史性超 过火电后，5月底非化石能源发电装机容量占比首次突破六成。今年上半年，风电、太阳能发电新增装 机规模较去年同期翻一番。新型电力系统加快构建，组织开展新型电力系统建设第一批试点，支撑新能 源高质量发展。 三是能源消费总体保持增长。全社会用电量增 ...

Core Viewpoint - The report highlights the overall stability and growth of China's energy sector in the first half of the year, emphasizing the acceleration of green and low-carbon transitions, the increase in renewable energy capacity, and the effective measures taken to ensure electricity supply during peak summer demand [2][5][14]. Group 1: National Energy Situation - Energy supply is sufficient and overall demand is stable, with coal production increasing by 5.4% year-on-year and oil and gas production also showing growth [2][3]. - The share of non-fossil energy generation capacity surpassed 60% for the first time, with wind and solar power installations doubling compared to the same period last year [2][3]. - Electricity consumption is on the rise, with a year-on-year increase of 5.4% in June, driven by urban gas demand and a slight decrease in coal consumption [3][4]. Group 2: Renewable Energy Integration - Renewable energy installations reached 268 million kilowatts in the first half of the year, a 99.3% increase year-on-year, accounting for 91.5% of new installations [5][6]. - Renewable energy generation accounted for 39.7% of total electricity generation, with wind and solar power contributing significantly to the overall increase in electricity supply [6][7]. Group 3: New Energy Storage Development - The new energy storage capacity reached 94.91 million kilowatts, a 29% increase from the end of 2024, with significant contributions from regions like Inner Mongolia and Xinjiang [11][31]. - The utilization hours for new energy storage systems increased to approximately 570 hours, indicating improved efficiency and effectiveness in peak load management [32][33]. Group 4: Electricity Supply During Peak Summer - The maximum electricity load reached a historical high of 150.8 million kilowatts, with 19 provinces experiencing record-breaking loads [15][16]. - Measures were implemented to ensure stable electricity supply, including the addition of over 20 million kilowatts of new generating capacity and enhanced inter-provincial transmission capabilities [15][19]. Group 5: Green Certificate Market - The green certificate market saw a significant increase, with 1.371 billion certificates issued in the first half of the year, a 149% year-on-year growth [21][22]. - The trading volume of green certificates doubled, reflecting a growing recognition of renewable energy's environmental value [22].