关于举办绿电直连及新能源非电利用培训的通知 各企事业单位： 发展新能源，是改善能源结构、保障能源安全、推进生态文明建设的重要任务。近日，我 国在 联合国气候变化峰会 宣布：到 2035年，中国风电和太阳能发电总装机容量力争达 到36亿千瓦。 国家部委明确加快提升重点用能单位和行业的绿色电力消费比例，在有条件的地区分类分 档打造一批高比例消费绿色电力的绿电工厂、绿电园区等，鼓励其实现 100%绿色电力 消费。《 关于有序推动绿电直连发展有关事项的通知 》鼓励出口外向型企业利用周边新 能源资源探索开展存量负荷绿电直连，云南、河北、陕西陆续出台绿电直连实施方案。 在新能源发展路径上，坚持电与非电并重，推动新能源从单一电力消纳向多能综合利用转 变。目前，新能源非电利用规模占全国能源消费总量比重不足 1%，亟待实现规模突破， 打开新能源开发利用更广阔空间。 为了帮助各企事业单位了解绿电直供最新政策及新能源非电利用途径，《中国能源报》社 特举办绿电直连及新能源非电利用培训。培训完后发放《中国能源报》社有限公司中国能 源经济研究院 "绿电直连及新能源非电利用"培训结业证书。 一、时间地点 培训时间： 10月30日—31日 ...

Core Insights - The average national grid purchase electricity price is expected to decrease by 1% year-on-year and 1.3% month-on-month by June 2025 [3] - The price of thermal coal has increased by 4 CNY/ton to 705 CNY/ton as of October 10, 2025 [3] - The water level at the Three Gorges Reservoir is at 170 meters, which is within the normal range compared to previous years [3] Investment Highlights - Shandong Province is promoting green electricity direct connection projects, focusing on four types of projects including new load supporting renewable energy projects and existing load with self-supplied power plants [2] - The "Ningdian into Hunan" project has officially commenced commercial operation, capable of delivering 8 million kilowatts of electricity, significantly increasing Hunan's power supply [2] Industry Data Tracking - Total electricity consumption from January to July 2025 reached 5.86 trillion kWh, a year-on-year increase of 4.5% [3] - Cumulative power generation from January to July 2025 was 5.47 trillion kWh, with various energy sources showing different growth rates [3] - New installed capacity in the first half of 2025 included significant increases in wind and solar power, with wind power up by 99% and solar power up by 107% year-on-year [3] Investment Recommendations - Focus on investment opportunities in hydropower and thermal power during peak summer demand [4] - Recommended companies include JianTou Energy, Huadian International, and Huaneng International for thermal power investments [4] - For hydropower, Longjiang Power is highlighted as a key recommendation due to its low cost and strong cash flow [4] - Nuclear power companies such as China National Nuclear Power and China General Nuclear Power are recommended for their growth potential [4] - Green electricity companies like Longjing Environmental Protection are also recommended as the sector shows renewed growth potential [4]

关于举办绿电直连及新能源非电利用培训的通知 各企事业单位： 发展新能源，是改善能源结构、保障能源安全、推进生态文明建设的重要任务。近日，我 国在 联合国气候变化峰会 宣布：到 2035年，中国风电和太阳能发电总装机容量力争达 到36亿千瓦。 国家部委明确加快提升重点用能单位和行业的绿色电力消费比例，在有条件的地区分类分 档打造一批高比例消费绿色电力的绿电工厂、绿电园区等，鼓励其实现 100%绿色电力 消费。《 关于有序推动绿电直连发展有关事项的通知 》鼓励出口外向型企业利用周边新 能源资源探索开展存量负荷绿电直连，云南、河北、陕西陆续出台绿电直连实施方案。 在新能源发展路径上，坚持电与非电并重，推动新能源从单一电力消纳向多能综合利用转 变。目前，新能源非电利用规模占全国能源消费总量比重不足 1%，亟待实现规模突破， 打开新能源开发利用更广阔空间。 为了帮助各企事业单位了解绿电直供最新政策及新能源非电利用途径，《中国能源报》社 特举办绿电直连及新能源非电利用培训。培训完后发放《中国能源报》社有限公司中国能 源经济研究院 "绿电直连及新能源非电利用"培训结业证书。 2.新能源企业（风电、光伏、储能等）、电力设计院 ...

Core Viewpoint - The article emphasizes the importance of developing renewable energy to improve energy structure, ensure energy security, and promote ecological civilization, with a target of reaching 3.6 billion kilowatts of installed wind and solar power capacity by 2035 in China [2]. Group 1: Training Announcement - A training session on green electricity direct connection and non-electric utilization of renewable energy is organized to help enterprises understand the latest policies and pathways [2]. - The training will take place from October 30 to 31 in Beijing [3]. Group 2: Target Audience - The training is aimed at various stakeholders including provincial power companies, renewable energy enterprises (wind, solar, storage), energy service companies, and research institutions [4]. Group 3: Course Modules - The training will cover multiple modules including: - Outlook on the 14th Five-Year Plan for electricity and renewable energy development - Discussion on green electricity direct connection policies - Differences in provincial green electricity direct connection policies - Application scenarios for green electricity direct connection - Investment and construction models for green electricity direct connection projects - Planning paths for green electricity parks - Approval processes for green electricity direct connection projects - Development status and prospects of non-electric utilization of renewable energy [4]. Group 4: Training Fees - The training fee is set at 3,900 yuan per person, which includes the training cost, while transportation and accommodation are self-managed [5].

Core Insights - The meeting chaired by Jilin Province Governor Hu Yuting focuses on accelerating the development of the new energy industry and enhancing local consumption of renewable energy through effective policy implementation [1][2] - Jilin Province is recognized for its abundant wind and solar resources, advantageous location, and favorable land and water resources, making it well-suited for the growth of the new energy sector [1] - The province aims to leverage national policies to foster high-quality development in the new energy industry, emphasizing the importance of local adaptation and maximizing policy benefits [1][2] Group 1 - The provincial government is committed to transforming policy dividends into actionable measures to support the large-scale development of new energy [1] - Jilin has positioned the new energy industry as a key driver for revitalization and economic growth, with collaborative efforts from various stakeholders [1] - The introduction of innovative national policies in the new energy sector presents significant opportunities for high-quality development [1] Group 2 - Hu Yuting stresses the need for a deep understanding of national policy directions and the importance of aligning provincial strategies with these policies [2] - The province plans to implement precise measures to help enterprises benefit from policy advantages and accelerate their growth [2] - There is a focus on expanding the scale of "green electricity direct connection" and promoting more "green hydrogen+" projects to enhance the consumption of green electricity [2]

Core Viewpoint - The article emphasizes the importance of developing renewable energy to improve energy structure, ensure energy security, and promote ecological civilization, with a target of reaching 3.6 billion kilowatts of installed wind and solar power capacity by 2035 in China [2]. Group 1: Training Announcement - A training session on green electricity direct connection and non-electric utilization of renewable energy is organized to help enterprises understand the latest policies and pathways [2]. - The training will take place from October 30 to 31 in Beijing [3]. Group 2: Target Audience - The training is aimed at various stakeholders including provincial power companies, renewable energy enterprises (wind, solar, storage), energy service companies, and research institutions [4]. Group 3: Course Modules - The training will cover multiple modules including the outlook for the 14th Five-Year Plan in electricity and renewable energy, discussions on green electricity direct connection policies, and investment models for green electricity projects [4]. Group 4: Training Fees - The training fee is set at 3,900 yuan per person, which includes the training cost, while travel and accommodation are self-managed [5].

储能景气度跟踪之专家电话会 20251009 摘要 新型储能政策在多省落地，如内蒙古已支付超 4 亿元容量补偿，独立储 能项目快速增长，但高额补贴或难持续，未来可能转向用户侧分摊。 电力现货市场逐步推进，成为独立储能电站的重要套利手段，陕西、辽 宁和青海等省份也开始试运行现货市场套利。 绿电直连或源网荷储一体化项目是未来集中式新能源及储能发展的重要 模式，但对 2025 年储能并网影响较小。 储能市场招标转向集采和框采，供应商入围门槛提高，行业集中度显著 提高，但电池供应紧张导致二三线品牌电芯占比仍高。 电芯价格上涨，导致储能系统报价上调，尤其是交货期紧张的项目，主 流电芯品牌报价已上涨至 0.27-0.28 元/瓦时。 国内市场受货期溢价影响的储能电池量超过 20 吉瓦时，占新增装机量 的一半左右，314Ah 电芯供不应求，500Ah 以上规格扩产存在技术风 险。 预计 2025 年国内新增储能装机量约 140GWh，2026 年或超 180GWh，年复合增长率 30%-40%，海外市场特别是欧洲市场增长迅 速，容量市场成为重要收入来源。 Q&A 今年（2025 年）国内各省份出台的储能政策有哪些重要内容， ...

关于举办绿电直连及新能源非电利用培训的通知 各企事业单位： 发展新能源，是改善能源结构、保障能源安全、推进生态文明建设的重要任务。近日，我 国在 联合国气候变化峰会 宣布：到 2035年，中国风电和太阳能发电总装机容量力争达 到36亿千瓦。 国家部委明确加快提升重点用能单位和行业的绿色电力消费比例，在有条件的地区分类分 档打造一批高比例消费绿色电力的绿电工厂、绿电园区等，鼓励其实现 100%绿色电力 消费。《 关于有序推动绿电直连发展有关事项的通知 》鼓励出口外向型企业利用周边新 能源资源探索开展存量负荷绿电直连，云南、河北、陕西陆续出台绿电直连实施方案。 在新能源发展路径上，坚持电与非电并重，推动新能源从单一电力消纳向多能综合利用转 变。目前，新能源非电利用规模占全国能源消费总量比重不足 1%，亟待实现规模突破， 打开新能源开发利用更广阔空间。 为了帮助各企事业单位了解绿电直供最新政策及新能源非电利用途径，《中国能源报》社 特举办绿电直连及新能源非电利用培训。培训完后发放《中国能源报》社有限公司中国能 源经济研究院 "绿电直连及新能源非电利用"培训结业证书。 一、时间地点 三、培训对象 1.各省市电力公司； ...

各企事业单位： 关于举办绿电直连及新能源非电利用培训的通知 发展新能源，是改善能源结构、保障能源安全、推进生态文明建设的重要任务。近日，我 国在 联合国气候变化峰会 宣布：到 2035年，中国风电和太阳能发电总装机容量力争达 到36亿千瓦。 国家部委明确加快提升重点用能单位和行业的绿色电力消费比例，在有条件的地区分类分 档打造一批高比例消费绿色电力的绿电工厂、绿电园区等，鼓励其实现 100%绿色电力 消费。《 关于有序推动绿电直连发展有关事项的通知 》鼓励出口外向型企业利用周边新 能源资源探索开展存量负荷绿电直连，云南、河北、陕西陆续出台绿电直连实施方案。 在新能源发展路径上，坚持电与非电并重，推动新能源从单一电力消纳向多能综合利用转 变。目前，新能源非电利用规模占全国能源消费总量比重不足 1%，亟待实现规模突破， 打开新能源开发利用更广阔空间。 为了帮助各企事业单位了解绿电直供最新政策及新能源非电利用途径，《中国能源报》社 特举办绿电直连及新能源非电利用培训。培训完后发放《中国能源报》社有限公司中国能 源经济研究院 "绿电直连及新能源非电利用"培训结业证书。 一、时间地点 培训时间： 10月30日—31日 ...

中信建投证券表示，世纪互联是我国头部IDC企业，公司基地型IDC业务快速扩张， 2025 年资本开支 100 亿元-120 亿元， 同比增长101%-141%，计划交付量超过前三年交付量的总和，公司已交付IDC 上 架率提升较快，2025年上半年业绩加速增长。 周二，世纪互联(VNET.US)涨4%，报10.83美元。 中信建投（601066）证券近日发布研报称，世纪互联 近期、远期储备丰富，计划到2036年管理的数据中心总容量提升至10GW，同时积极布局绿电直连有望 增厚利润，随着新建IDC 逐步交付及智算需求推动客户上架率提升，公司业绩有望持续增长。 ...