Core Viewpoint - The company has made significant technological breakthroughs in the virtual power plant sector, focusing on resource aggregation, operational optimization, data integrity, and innovative business models [1] Group 1: Resource Aggregation - The company integrates distributed power sources, energy storage, and controllable loads using advanced communication and IoT technologies, achieving unified monitoring and control of diverse heterogeneous resources, thereby enhancing system flexibility [1] Group 2: Operational Optimization - The company employs intelligent scheduling algorithms to establish demand response decision models, dynamically adjusting resource output and significantly reducing operational costs of the virtual power plant [1] Group 3: Data Integrity - Utilizing blockchain and smart metering technologies, the company ensures that transaction data is immutable and implements real-time database designs for efficient processing and sharing of massive information [1] Group 4: Innovative Business Models - The company focuses on market-oriented profitability by developing aggregation and demand response models, participating in power market peak regulation services, and generating revenue through arbitrage on peak-valley price differences and government subsidies [1]

21世纪经济报道记者雷椰 北京报道 其中，工商业配储最为成熟，主要依赖分时电价套利，但其经济性受省份分时电价峰谷价差政策影响显著；虚拟电厂通过聚合 储能提升调节能力，参与需求响应、电能量市场和辅助服务市场。 尽管行业增速亮眼，但商业模式仍处于探索阶段。报告明确当前核心挑战：政策持续性不足、收益来源单一、安全标准与运维 体系不健全、成本疏导机制缺失。 多位专家指出，当前分布式储能盈利仍高度依赖峰谷价差，而部分省份电价政策波动、市场准入门槛等因素，进一步制约了行 业盈利能力。 为提升分布式储能的利用率及经济性，报告提出分阶段发展路径：2025—2027年，通过合理拉大分时电价峰谷价差、完善需求 响应机制、健全安全标准与强化财税支持等方式，保障分布式储能项目的基本收益与安全运行；在2028—2030年，则致力于深 化电力市场改革，通过完善分时电价动态调整机制、推动分布式储能参与现货市场、探索兑现分布式储能的容量价值和辅助服 务价值，深入挖掘其在绿电、绿证和碳市场等环境价值方面的潜力，最终构建多元化的收益渠道，全面提升分布式储能的经济 性与市场竞争力。 虚拟电厂作为分布式储能聚合载体，其发展备受关注。 中国电力科学研 ...

科陆电子今年以来股价涨73.33%，近5个交易日涨0.27%，近20日跌5.87%，近60日跌3.21%。 今年以来科陆电子已经2次登上龙虎榜，最近一次登上龙虎榜为10月27日，当日龙虎榜净买入-1.04亿 元；买入总计1.21亿元 ，占总成交额比7.96%；卖出总计2.25亿元 ，占总成交额比14.76%。 截至9月30日，科陆电子股东户数7.50万，较上期增加7.23%；人均流通股18664股，较上期减少6.74%。 2025年1月-9月，科陆电子实现营业收入35.86亿元，同比增长23.42%；归母净利润2.32亿元，同比增长 251.10%。 12月18日，科陆电子盘中下跌2.08%，截至13:38，报7.54元/股，成交1.22亿元，换手率1.15%，总市值 125.23亿元。 分红方面，科陆电子A股上市后累计派现2.18亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流出844.25万元，特大单买入854.88万元，占比7.01%，卖出1087.44万元， 占比8.92%；大单买入1900.96万元，占比15.59%，卖出2512.65万元，占比20.61%。 资料显示，深圳市科陆电子 ...

虚拟电厂是新型经营主体协同参与电力系统优化和电力市场交易的电力运行组织模式。 2025年3月《关于加快推进虚拟电厂发展的指导意见》 发布 ， 意见 明确了虚拟电厂的 定义和定位，并提出到 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。 关于举 办虚拟电厂投资、建设与运营 培训的通知 各企事业单位： 各地方政府相继出台文件，制订虚拟电厂参与电力市场交易的政策规范、技术标准和市场 机制。 随着新型电力系统的发展，虚拟电厂对增强电力保供能力、促进新能源消纳、完善电力市 场体系具有重要作用和广阔的发展前景。为帮助各能源企业进一步了解虚拟电厂发展相关 问题，《中国能源报》社特举办虚拟电厂投资、建设与运营培训。届时，将邀请业内专家 对相关问题进行专业解答，同时为各企业之间交流经验，相互学习提供平台。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 "虚拟电厂培训"结业 证书。 一 、时间及形式 时间： 2025年 1 ...

Core Viewpoint - The establishment of a national unified electricity market evaluation system aims to enhance the efficiency and effectiveness of the electricity market, ensuring sustainable development and promoting competition among market participants [1][5][6]. Group 1: Overall Requirements - The evaluation system is guided by Xi Jinping's thoughts and aims to align with the goals of building a new power system, focusing on safety, green transformation, and economic efficiency [6]. - The evaluation will provide a scientific and systematic framework to assess the performance of the electricity market, supporting decision-making for market construction and regulation [6]. Group 2: Evaluation Content - The evaluation will focus on four main aspects: market operation effectiveness, market role performance, sustainable development of operating entities, and market competition adequacy [7]. Market Operation Effectiveness - The evaluation will assess the progress of market construction, including the establishment of a complete set of unified market rules and the coverage of various market types [8]. - It will also evaluate the technical standards and the operational foundation of the electricity market, ensuring efficient management and accurate information disclosure [9][10]. Market Role Performance - The evaluation will measure the efficiency of electricity factor circulation, the safety benefits of power supply, environmental benefits related to renewable energy, and the overall economic benefits of the electricity market [11][12]. Sustainable Development of Operating Entities - The evaluation will focus on the operational status of market entities, the cultivation of new business models like energy storage and virtual power plants, and the overall satisfaction of market participants [13][14]. Market Competition Adequacy - The evaluation will analyze the behavior of market participants, ensuring fair competition and monitoring market concentration levels to manage risks effectively [15][16]. Group 3: Evaluation Methods - A comprehensive evaluation indicator system will be established, combining qualitative and quantitative analysis methods to reflect the multi-dimensional aspects of the market [17][18]. - The evaluation will utilize digital technologies for real-time monitoring and enhance the predictive capabilities of market assessments [20][21]. Group 4: Implementation and Organization - The evaluation work will be organized by the National Development and Reform Commission and the National Energy Administration, with collaboration from various stakeholders [24]. - Local departments are expected to take responsibility for the evaluation, ensuring that the process is independent, professional, and comprehensive [24].

Core Viewpoint - The article discusses the rapid development of distributed energy storage in China, highlighting its importance in addressing the challenges of renewable energy consumption and the need for innovative business models to enhance its economic viability [2][6][10]. Summary by Sections Overview of Distributed Energy Storage - Distributed energy storage refers to small-scale storage systems located on the user side (homes, factories, shopping malls) or near distributed renewable energy sources, which are becoming crucial for local renewable energy consumption [2][6]. - From 2019 to the third quarter of 2025, China's cumulative installed capacity of distributed energy storage increased over fivefold, from 570 MW to 3,638 MW, with six major application scenarios identified [6][7]. Business Models and Challenges - The main business models for distributed energy storage include peak-valley arbitrage, virtual power plants, and demand-side response, with the peak-valley arbitrage model being the most stable [7][17]. - Current challenges include insufficient policy continuity, single revenue sources, lack of safety standards, and inadequate operational systems [7][8]. Recommendations for Development - To enhance the utilization and economic viability of distributed energy storage, recommendations include widening the peak-valley price difference, improving demand response mechanisms, and strengthening safety standards and fiscal support from 2025 to 2027 [8][10]. - From 2028 to 2030, the focus should shift to deepening electricity market reforms and exploring the potential of distributed energy storage in green electricity, green certificates, and carbon markets [8][10]. Future Trends - Experts predict that distributed energy storage will evolve towards market-oriented investment, diverse technology routes, microgrid integration, convenience, and AI applications [11][12]. - The future development will also focus on enhancing safety standards and operational norms to stimulate investment and ensure reliable power supply [12][15]. Market Participation and Policy Support - The role of distributed energy storage is shifting from a supportive role in the power system to a flexible adjustment resource, with various local policies being introduced to support its market participation [20][21]. - The aggregation of distributed energy storage into virtual power plants is seen as a necessary step to enhance market participation and improve bargaining power [14][24]. Application Scenarios - Key application scenarios for distributed energy storage include data centers and communication base stations, where it can provide backup power, reduce electricity costs, and ensure supply reliability [17][21]. - The integration of distributed energy storage with renewable energy sources is essential for achieving carbon reduction goals and enhancing energy efficiency [26][27].

Core Viewpoint - The company aims to become a regional comprehensive energy supply center and carbon neutrality center, focusing on carbon reduction through efficiency improvements and coupling carbon reduction measures [2] Group 1: Company Developments - The company has set a development goal to establish a regional public utility cogeneration enterprise with scale advantages and carbon emission intensity comparable to natural gas units [2] - Specific measures for carbon reduction include efficiency improvements through new unit expansions and technological upgrades, as well as coupling carbon reduction by increasing the proportion of solid waste and biomass fuel [2] - The company has launched a "three-dimensional virtual power plant" system to enhance operational efficiency and reliability through real-time data collection and analysis [2][3] Group 2: Financial Performance - As of September 30, the company reported a revenue of 529 million yuan for the first nine months of 2025, a year-on-year decrease of 18.48%, while net profit attributable to shareholders was 91.83 million yuan, an increase of 2.51% [8] - The company has distributed a total of 344 million yuan in dividends since its A-share listing, with 204 million yuan distributed over the past three years [9] Group 3: Market Activity - On December 17, the company's stock price increased by 0.71%, with a trading volume of 26.02 million yuan and a turnover rate of 0.77%, bringing the total market capitalization to 3.405 billion yuan [1] - The main capital inflow for the day was 676,700 yuan, accounting for 0.03% of the total, indicating unclear trends in major capital movements [4][5]

今天分享的是：自然资源保护协会：2025年分布式储能发展商业模式研究报告 报告共计：38页 分布式储能发展商业模式研究报告总结 在"双碳"目标推动下，分布式储能作为新型电力系统的关键环节，正快速发展。2019年至2025年前三季度，我国分布式储能累 计装机从570MW增长至3638MW，技术上以锂离子电池为主，占比92.77%，应用场景集中于工商业配储，占比68.70%，江苏、 广东、浙江等经济发达省份因峰谷价差大领跑装机规模。 国外方面，美国加州、德国、澳大利亚等国以户用储能为主，通过强有力的财税补贴、高居民电价及虚拟电厂参与电力市场推 动发展。美国有投资税收抵免和地方补贴，德国免除增值税并提供光储充补贴，澳大利亚给予税收减免，这些政策大幅降低了 初始投资，其户用储能收益稳定，可通过多种渠道获利。 国内分布式储能探索了工商业配储、分布式光伏配储等六大核心场景商业模式。工商业配储以合同能源管理为主要模式，收益 依赖峰谷价差套利；分布式光伏配储分源侧和荷侧，峰谷价差高的地区经济性更优；绿电直连项目分为并网型和离网型，广 东、浙江等地项目经济性较好；台区储能多为示范项目，以动态增容为主要用途；虚拟电厂收益来自需求 ...

中新网广州12月15日电(王华 龚甸)十五运会和残特奥会期间，城市用电需求持续攀升，广州虚拟电厂以 创新形态，有效筑牢城市电力安全和赛事供电保障，为粤港澳大湾区能源转型贡献"广州智慧"。 从十五运会保电到日常电力调度，从用电高峰"削峰填谷"到绿色能源消纳助力，广州虚拟电厂的"云端 实践"正不断产出可复制的"广州经验"。 移动储能车响应虚拟电厂需求，缓解电网压力。(广州供电局 供图) 虚拟电厂是一种通过先进信息通信技术和软件系统，聚合分布式能源资源(如光伏、储能、可控负荷等) 并协调优化运行的智慧能源管理系统。广州供电局组建了广州市虚拟电厂管理中心，搭建高效协同的运 营管理平台。 截至目前，广州已聚合31家优质运营商，整合中央空调、储能设备、充换电设施等多元可调资源，形成 130万千瓦可调节资源储备规模，具备30万千瓦分钟级快速响应能力，全域"云端调节网络"成型。 广州虚拟电厂通过灵活调节负荷、精准调用储能及优化充换电设施运行，为电网稳定提供多维度支撑， 筑牢"十五运"电力保供防线。 目前，广州虚拟电厂已形成一套成熟的"预案制定-资源调度-应急响应"全流程机制，其"三级调节"技术 体系在多次实战中经受住考验。2 ...

Core Viewpoint - Longxin Technology Group is showcasing its commitment to zero-carbon initiatives through its Wuxi Zero Carbon Industrial Park, which integrates technology and sustainable living [1][2] Group 1: Zero Carbon Industrial Park - The Wuxi Zero Carbon Industrial Park is recognized as a benchmark project for zero-carbon technology parks in Jiangsu Province, fully incorporating the zero-carbon concept into its design and operational systems [1] - The park has achieved authoritative carbon neutrality certification for two consecutive years, establishing a replicable and scalable model for digital zero-carbon parks [1] - The park utilizes a self-developed "light-storage-charging" smart microgrid system to enhance the efficiency of clean energy utilization and flexibility in energy dispatch [1] Group 2: Energy Management and Digitalization - Longxin Technology employs its carbon management platform to monitor and analyze energy consumption in real-time, promoting a comprehensive upgrade to digital, visual, and refined energy management [1] - The platform supports virtual power plant practices by aggregating and dispatching distributed resources such as photovoltaics and energy storage, improving regional power system regulation and green electricity absorption [1] Group 3: AI and Energy Transition - Longxin Technology views artificial intelligence as a core driver for the intelligent transformation of the energy industry, establishing an AI research institute focused on developing large models for the energy sector [2] - The company has launched the "Longxin Nine Functions AI Energy Model," which integrates time-series forecasting and AI agent technologies to address long-standing industry challenges such as power load forecasting and risk management [2] - The "Electricity Trading Intelligent Agent" developed from this model covers the entire electricity trading process, aiding market participants in capturing opportunities during price fluctuations and optimizing asset allocation [2] Group 4: Future Directions - Longxin Technology aims to deepen collaboration with partners in cutting-edge fields such as artificial intelligence, virtual power plants, electricity markets, and zero-carbon solutions to advance the energy system towards a cleaner, smarter, and more efficient future [2]