新型电力系统建设

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国家能源局发布!推动新型电力系统建设取得突破
券商中国· 2025-06-04 11:09
Group 1 - The National Energy Administration has initiated pilot projects for the construction of a new power system, focusing on seven key areas including grid technology, system-friendly renewable energy plants, smart microgrids, and virtual power plants [1] - Emphasis is placed on the collaboration between computing power and electricity, particularly in regions with abundant energy resources, to enhance the green electricity supply for data centers and improve energy efficiency [1] - The new generation of coal power is encouraged to meet clean carbon reduction and efficient adjustment indicators, with pilot projects supported by favorable policy environments and funding channels [2] Group 2 - A recent meeting in Kunming highlighted the need for a unified national electricity market, addressing new challenges and tasks while promoting the continuous operation of electricity spot markets across provinces [3] - The meeting also focused on enhancing regulatory capabilities and implementing innovative digital supervision practices to ensure the stable operation of the electricity market [3]
储能迎利好!国家能源局重磅,7大试点来了
行家说储能· 2025-06-04 10:55
Core Viewpoint - The article discusses the National Energy Administration's notification on the first batch of pilot projects for the construction of a new power system, focusing on seven key directions to explore new technologies and models in the energy sector [6][7]. Summary by Sections Overall Requirements - The pilot projects aim to focus on cutting-edge directions in the new power system, utilizing typical projects for single-direction trials and typical cities for multi-direction comprehensive trials [7]. - The seven key directions include: grid-structured technology, system-friendly renewable power stations, smart microgrids, synergy between computing power and electricity, virtual power plants, large-scale high-proportion renewable energy delivery, and new-generation coal power [7]. Pilot Directions 1. **Grid-Structured Technology** - Focus on areas with high renewable energy integration and weak power grids, applying control technologies to enhance connection and delivery capabilities [8]. 2. **System-Friendly Renewable Power Stations** - New or renovated renewable power stations in areas with tight supply or high absorption pressure, aiming for a 10% increase in output during peak hours [9]. 3. **Smart Microgrids** - Development of smart microgrid projects to improve self-regulation and balance capabilities, increasing the self-consumption ratio of renewable energy [10]. 4. **Synergy Between Computing Power and Electricity** - Integration of data center green electricity demand with renewable resources, enhancing energy efficiency and reducing peak load demands [11]. 5. **Virtual Power Plants** - Establishment of various types of virtual power plants to aggregate distributed energy resources and enhance flexibility in power supply [12]. 6. **Large-Scale High-Proportion Renewable Energy Delivery** - Focus on regions with significant renewable energy resources, optimizing power system access and enhancing the proportion of green electricity in transmission [13]. 7. **New-Generation Coal Power** - Promotion of coal power units to meet clean carbon reduction and efficient regulation indicators, utilizing advanced technologies to lower emissions [14]. Implementation Organization - The notification outlines the process for pilot project application, evaluation, implementation, and support policies to ensure effective execution and promote innovative practices in the energy sector [12][14]. Evaluation and Promotion - The National Energy Administration will conduct comprehensive evaluations of the pilot projects, promoting advanced technologies and effective models while addressing any underperforming initiatives [15].
关于进一步深化电力业务资质许可管理更好服务新型电力系统建设的实施意见
国家能源局· 2025-06-03 07:06
Core Viewpoint - The implementation opinions aim to deepen the management of electricity business qualifications to better support the construction of a new power system in China, enhancing the regulatory framework and service levels in the electricity market [2][3]. Group 1: Overall Requirements - The management of electricity business qualifications is crucial for market access regulation, contributing to the reform of the electricity system and ensuring production safety [2]. - The guidelines are aligned with the principles of the Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era and the decisions made by the Central Committee [3]. Group 2: Improving Institutional Norms - The management system for qualifications will be optimized to support innovation in new business models and types, exempting distributed photovoltaic, decentralized wind power, new energy storage, and smart microgrids from qualification licensing [4]. - The rights and obligations of licensed enterprises will be refined to align with the development of the new power system, ensuring compliance with industry policies and operational rules [4]. Group 3: Strengthening Supervision - New power generation units not exempt from licensing must obtain their business licenses within specified timeframes after trial operations [5]. - Transmission enterprises must apply for license changes for new or terminated operations in accordance with regulatory requirements [5][6]. - The management of supply business licenses will be conducted in a timely manner, ensuring that applications are processed within 45 working days [6]. Group 4: Enhancing Service Levels - The integration of big data and AI technologies will enhance the efficiency of the qualification management system, allowing for automatic verification of application information [8]. - A standardized process for qualification services will be implemented to ensure high efficiency and uniformity across the country, particularly for major projects [8]. Group 5: Strengthening Organizational Support - The National Energy Administration will enhance coordination with relevant departments to improve policy alignment and information sharing [10]. - Responsibilities for qualification management will be reinforced, ensuring compliance with regulations and effective oversight of licensed enterprises [10][11].
国家能源局:进一步深化资质许可管理 更好服务新型电力系统建设
news flash· 2025-06-03 03:43
Core Viewpoint - The National Energy Administration has released implementation opinions to further deepen the management of electricity business qualifications, aiming to better serve the construction of a new power system [1] Group 1: Qualification Management Optimization - The document emphasizes the optimization of the qualification management system in the electricity sector [1] - It supports the innovation and development of new models and new business formats in the electricity field, including distributed photovoltaics, decentralized wind power, new energy storage, and smart microgrids, which will generally be exempt from electricity business licensing [1] - The document proposes to reasonably reduce the licensing levels for the installation, repair, and testing of electrical facilities and to scientifically adjust the entry conditions and standards to further stimulate the vitality of business entities [1] Group 2: Incremental Distribution Business Rights - The document ensures the licensing rights of incremental distribution enterprises, which have obtained electricity business licenses (supply category) according to the "Implementation Measures for the Division of Distribution Areas for Incremental Distribution Business" [1] - These licensed incremental distribution enterprises are entitled to investment construction and management rights of the distribution network within their designated distribution areas [1] - Related grid enterprises are required to provide grid interconnection services fairly and without discrimination according to national regulations, and other enterprises are prohibited from developing new users in the already licensed incremental distribution areas [1]
国网陇南供电公司:自主完成主变保护改造 核心技术能力实现重大突破
Zhong Guo Neng Yuan Wang· 2025-05-30 04:42
新为引擎,持续锻造电网"全科医生"队伍,为助力"双碳"目标、服务地方经济发展注入强劲动能。 "以往此类工程多由其他专业团队主导,这次我们突破性地实现全流程自主实施。"工作负责人张锐辉介绍,本次改造 不仅技术复杂、作业风险高,对操作精准度和协调性提出严苛要求。从前期详实的技术方案论证、安全风险推演,到现 场每一根纤芯的熔接、每一组定值的核对,再到严苛的传动试验验证,全部工序均由班组技术骨干主导实施。厂家技术 人员退居"监督验证"角色。该班组负责人坦言:"首次自主承担220千伏主变保护更换,压力如山。但正是这种压力倒逼 我们深入研究图纸、准确把握规程,将每一个风险点预控到位,最终转化为实战能力的跃升。" 与此同时,该公司还将此次改造工作变成新兵训练场,结合本次改造工作,积极促进青年员工在现场"以干代培",通 过导师带徒、青年员工动手实践等形式将培训工作融入到作业现场。在陇电铁军精神的指引下,青年员工主动扛起重 担,和前辈们一起每天工作超14小时,在狭小的保护屏内完成百余根线缆的精准接线。入职不到一年的新员工符卓感慨 道:"连续三天顶着大太阳敷设电缆,工作服都被汗水浸透,但看到保护装置指示灯亮起的瞬间,一切都值了。 ...
科大智能:高管团队进一步年轻化 聚焦数字能源业务
Zhong Zheng Wang· 2025-05-28 13:06
Core Viewpoint - Keda Intelligent has announced a significant management team adjustment, emphasizing a strategic focus on youth management, reinforced R&D barriers, and deep engagement in digital energy business to strengthen its competitive advantage in the new power system sector [1][2]. Group 1: Management Changes - The former chairman and president Huang Mingsong has stepped down as president, succeeded by Wang Tingting, a vice president since 1985 [1]. - Three young vice presidents, Liu Wei, Zhang Jiyong, and Qin Minghui, have been promoted, along with Huang Junwei as the new financial director, indicating a shift towards a younger management team [1][2]. - The average age of the core management team has decreased, positioning Keda Intelligent among the youngest decision-making teams in A-share listed companies [1]. Group 2: Strategic Focus - The management adjustment aligns with the company's strategy of "young talent cultivation," breaking down barriers between technology and market, and integrating R&D with market demands [2]. - Keda Intelligent has consistently increased R&D investment, with annual R&D expenses exceeding 200 million yuan and nearly 40% of personnel dedicated to R&D [2]. - The company has accumulated over 140 invention patents, creating a robust patent pool that supports business growth [2]. Group 3: Business Performance - The digital energy business has seen explosive growth, generating 2.17 billion yuan in revenue, accounting for over 75% of the company's total revenue [3]. - The new vice presidents all come from the digital energy business frontline, reflecting the company's strategic emphasis on this core area [3].
电力辅助服务市场有了顶层设计
Ke Ji Ri Bao· 2025-05-25 23:40
Core Viewpoint - The introduction of the "Basic Rules for the Electricity Auxiliary Service Market" marks a significant step in China's electricity market reform, transitioning from a planned compensation model to a market-driven approach, thereby enhancing the stability and reliability of the power supply system [1][4][5]. Group 1: Importance of Auxiliary Services - Electricity auxiliary services are crucial for maintaining the stability and safety of the power system, providing essential functions such as peak shaving, frequency regulation, and backup services [2][3]. - The increasing share of renewable energy sources necessitates a robust auxiliary service framework to manage fluctuations and ensure reliable electricity supply [3][4]. Group 2: Market Development and Structure - The auxiliary service market in China has evolved through three stages: free service before 2006, planned compensation from 2006 to 2014, and partial marketization since 2014 [5]. - As of May 2, 2023, 16 provinces have established peak shaving markets, 15 have set up frequency regulation markets, and 2 have initiated ramping markets, although there is a lack of uniform pricing mechanisms across regions [5][6]. Group 3: New Market Participants - The new rules incorporate various entities such as energy storage companies, virtual power plants, and smart microgrids as market participants, promoting a more diverse and competitive market landscape [6][7]. - The rules aim to unify provincial regulations, facilitating better resource allocation and market participation across different regions [6][7]. Group 4: Market Opportunities and Economic Impact - The new regulations are expected to unlock significant market potential, with estimates suggesting that the scale of new participants in the auxiliary service market could exceed 30 billion yuan this year [7][9]. - Traditional thermal power plants are shifting their roles from mere electricity suppliers to system regulators, enhancing their revenue streams through participation in auxiliary services [7][8]. Group 5: Integration with Electric Vehicles - The rise of electric vehicles presents new opportunities for the auxiliary service market, as demonstrated by large-scale vehicle-grid interactions that help reduce peak load differences and enhance grid stability [9]. - The integration of auxiliary services with the electricity spot market is anticipated to create a comprehensive electricity market system, further optimizing resource allocation and reducing costs [9].
聚焦“双碳”目标 2025IEEE第八届国际电气与能源大会召开
Zhong Guo Jing Ji Wang· 2025-05-22 05:37
中国电工技术学会秘书长韩毅致辞 随着电子技术的应用范围越来越广泛,每一次技术跃迁都孕育着新的机遇。5月16-18日,由中国电工技 术学会、IEEE北京分会和湖南大学共同主办的2025IEEE第八届国际电气与能源大会在长沙召开。 据悉,大会聚焦"双碳"目标下的新型电力系统建设,围绕电气与能源装备高端化、智能化、绿色化转型 展开研讨。本届会议共组织不同主题的32场分论坛、海报展示交流、IEEE PCCC女科学家论坛、中英零 碳论坛等特别专题论坛。来自国内外120余所高校及企事业单位的800余名专家学者围绕电气工程和能源 科技领域40多个专业方向进行交流。 据介绍,此次大会共征集来自9个国家(地区)的论文700余篇,经过300余名教授、行业专家严格评审, 录用论文591篇。优秀论文作者获得证书。为感谢湖南大学电气与信息工程学院对大会作出的突出贡 献,韩毅向帅智康颁发特殊贡献荣誉奖杯。 大会宣布,第九届国际电气与能源大会将于明年5月在天津召开。天津大学电气自动化与信息工程学院 王帅教授代表第九届国际电气与能源大会承办方介绍了有关情况。(中国经济网记者佟明彪) 大会开幕式由湖南大学电气与信息工程学院院长帅智康主持。中国 ...
开普检测(003008) - 2025年5月20日开普检测投资者关系活动记录表(2025-002)
2025-05-21 03:24
Group 1: Company Performance - In 2024, the company achieved an operating income of 220 million CNY, a year-on-year increase of 16% [1] - The net profit attributable to shareholders reached 85.56 million CNY, up 46% year-on-year [1] - The net profit excluding non-recurring gains and losses was 72.10 million CNY, reflecting a 62% increase year-on-year [1] Group 2: Business Development - The growth in performance is primarily driven by the increase in revenue from core business services in new power system equipment testing [1] - The company is expanding its market presence in the renewable energy testing sector, benefiting from national policies supporting investment in the renewable energy industry [1] Group 3: Subsidiary Operations - Zhuhai Kaipu is a key part of the company's strategy to expand in the smart distribution network testing market, focusing on the South China region [2] - The subsidiary is actively promoting its testing capabilities and services, gradually expanding its market and customer base in the Pearl River Delta region [2] Group 4: Testing Business Sources - The company's testing business sources include demand for testing after product upgrades, requirements for third-party testing reports during bidding, and grid connection acceptance for engineering projects [3] Group 5: Certification Impact - The company is one of several laboratories designated for mandatory product certification of electric vehicle power supply equipment, which is expected to positively impact its market presence and credibility [4] Group 6: Future Strategies - Currently, the company has no plans for mergers or acquisitions but will disclose any significant matters in accordance with regulations [5] Group 7: Industry Outlook - The inspection and testing industry is expected to grow due to national initiatives in new power systems, renewable energy, and electric vehicle infrastructure [6] - The rapid iteration and large-scale application of downstream equipment industries are anticipated to drive market expansion in related testing fields [7]
开普检测(003008) - 2025年5月19日开普检测2024年度业绩说明会投资者关系活动记录表
2025-05-19 09:44
Financial Performance - The company achieved operating revenue of 221,337,803.42 yuan in 2024, representing a year-on-year growth of 15.99% [2] - The net profit attributable to shareholders reached 85,555,360.64 yuan, with a year-on-year increase of 45.52% [2] - The net profit after deducting non-recurring gains and losses was 72,097,560.66 yuan, reflecting a growth of 62.04% year-on-year [2] - The increase in net profit outpaced revenue growth due to higher income from relay protection products and on-site inspection services, alongside lower growth in operating costs and tax rates [2] Future Growth Drivers - The core business of the company is the testing services for new power system equipment, which is expected to drive future profit growth [3] - The development of the new power system, characterized by safety, efficiency, low carbon, flexibility, and intelligence, will create significant opportunities for the company's testing services [3] - The company is committed to innovation and actively participates in the drafting and revision of new standards, which helps maintain its competitive edge in the industry [3] Industry Outlook - The overall performance of the testing industry is on the rise, with major companies like Electric Power Research Institute and West High Institute also reporting profit growth in 2024 [3] - The company is optimistic about the future of the inspection and testing industry, driven by national initiatives in new power systems, renewable energy, and electric vehicle infrastructure [3]