新型电力系统构建应考虑系统经济性与机制设计 国家电力投资集团有限公司董事、总经理、党组副书记 徐树彪 5年以来，在"双碳"目标的引领下，新型电力系统建设已成为能源绿色转型的关键路径但当前，其建设 仍面临五个维度的核心挑战。 第一，系统的调节能力面临严峻考验。国际经验表明，新能源渗透率占比超过15%，其波动性对电网稳 定运行就会带来巨大的挑战，电力系统成本也进入快速的增长临界点。近年来，我国新能源装机容量快 速飙升，2024年我国新能源发电量占比已经超过18%，如此高比例的新能源接入需要更稳定的基荷电源 以及更强的灵活调节能力。 第二，时空错配问题突出，亟待系统化消纳方案。时间上，光伏发电峰值在中午，难以满足早晚高峰用 电需求，风电夜间出力大，但负荷需求低，导致时间错配。空间上，我国风光大基地主要集中在西部和 北部，而用电负荷中心位于沿海地区，导致空间错配。传统新能源发电设备难以主动支撑电网电压和频 率需求。特高压输电作为重要的解决方案，在当前也面临着输送容量有限、经济性挑战、安全性问题和 输电走廊资源紧缺等制约。 第三，绿色循环链条存在断点，全周期闭环尚待构建。首批大规模光伏组件、风电机组即将进入退役 期，但 ...

Group 1: Investment and Development Plans - The State Grid has invested an average of 574 billion yuan annually over the past five years, with expected investment reaching 677 billion yuan by 2025 [5] - The "14th Five-Year Plan" period is identified as a critical five years for the construction of a new power system [1] - The National Energy Administration has outlined a plan for the "14th Five-Year Plan" focusing on high-quality development in the power industry [1][2] Group 2: Renewable Energy and System Structure - As of July 2023, renewable energy installed capacity has surpassed 2 billion kilowatts, accounting for approximately 60% of total installed capacity, with wind and solar power exceeding thermal power for the first time [4] - The new power system is expected to play a central role in the new energy system, promoting the clean and efficient use of various energy types [2] - The energy structure is continuously optimizing, with significant achievements in the construction of a resilient power infrastructure [3][4] Group 3: Technological Innovation and Challenges - Technological innovation is deemed crucial for constructing the new power system, with a focus on advanced materials, high-end equipment, and digital operations [6] - The need for independent innovation in the power industry is emphasized, with a call for collaboration between academia and industry to tackle key technologies [6] - The current market environment poses challenges for investment in renewable energy projects, necessitating a comprehensive approach to ensure sustainable development [6]

Core Viewpoint - The construction of a new power system in China is crucial for supporting the green transformation of the economy and society, focusing on low-carbon energy structure, clean energy consumption, ecological governance, and the development of strategic emerging industries [1][2][3] Group 1: Low-Carbon Energy Structure - The new power system significantly enhances the proportion of non-fossil energy installations and promotes energy-saving and carbon-reduction measures in coal power, leading to a notable decrease in carbon emissions intensity [1] - As of July this year, non-fossil energy generation capacity reached 2.23 billion kilowatts, accounting for 60.8% of total installed capacity, with over 95% of coal power units achieving ultra-low emissions [1] - The average coal consumption for coal-fired power is projected to drop to 302.4 grams per kilowatt-hour by 2024, supporting the increase in non-fossil energy consumption [1] Group 2: Clean Energy Consumption - The new power system accelerates the implementation of clean energy alternatives in various sectors, including industry, transportation, and agriculture, thereby reducing the use of traditional fossil fuels and lowering pollutant emissions [2] - Since the 14th Five-Year Plan, the proportion of electricity in terminal energy consumption has increased by approximately 4 percentage points [2] - Future advancements in the integration of electricity, hydrogen, ammonia, and alcohol will further enhance the level of clean energy use [2] Group 3: Ecological Governance - Large-scale wind and solar power bases in desertified areas are key to the development of renewable energy, with installed capacity expected to reach 455 million kilowatts by 2030 [2] - The construction of these renewable energy bases will facilitate the restoration of 10.1 million acres of desertified land, promoting both ecological and economic benefits [2] Group 4: Development of Strategic Emerging Industries - The new power system fosters innovation in green low-carbon technologies and digitalization, empowering traditional industries to upgrade and expand [3] - Strategic emerging industries such as renewable energy, energy storage, hydrogen energy, and smart grids are becoming new pillars for stable investment, expanding domestic demand, and job creation [3] - The construction of the new power system also enhances China's global leadership in green low-carbon equipment technology [3]

提供清洁能源 点亮美好生活 中国大唐集团有限公司党组书记、董事长 吕军 三是坚持"两端"发力，推动转型升级。深入推进新能源集约化、基地化发展和煤电升级改造，在役在建 百万千瓦级清洁能源基地超过20个。新建清洁高效煤电402万千瓦，实施"三改联动"9240万千瓦，基础 保障灵活调节水平大幅提升。 四是强化主体意识，深化科技创新。坚持科技创新与产业创新融合发展，健全开放协同的创新体系，聚 焦构建新型电力系统所需，围绕自主可控和行业前沿，强化科技攻关，培育能源电力新质生产力。关键 部件、关键材料研发取得重大突破，风光火热储一体化、风渔融合等领域取得了一批开创性技术成果， 构建了一批引领性示范项目。 五是聚焦"一带一路"，推进国际合作。持续开拓东南亚以及中亚、中东、非洲等区域能源电力市场，广 泛开展技术服务、国际贸易等业务。境外在役在建及核准待建发电装机规模突破500万千瓦，其中可再 生能源占比接近80%，为所在国提供了清洁、安全、可靠的电力供应方案。 当前，新一轮科技革命和产业变革在能源电力领域加速落子，能源电力科技进步、绿色转型加速演进， 全国统一电力市场加速建设，绿色电力向生产、生活各领域加速渗透，新技术、新业 ...

构建新型电力系统需夯实"五大基石" 中国华能集团坚持以习近平生态文明思想为指引，锚定"双碳"目标，把绿色低碳转型作为主攻方向，以 实践推动新型电力系统建设。 扛牢能源保供责任，提升安全保障硬实力；加快电源结构转型，塑造绿色低碳发展的新格局；坚持科技 创新驱动，培育高质量发展新动能； 强化战新产业布局，打造产业转型升级新引擎；深化体制机制改 革，激发创新发展的新活力。 构建新型电力系统是一项系统工程，中国华能愿与各方一道，在清洁能源开发、科技创新、产业发展等 方面开展务实合作，加快构建新型电力系统，为中国式现代化建设提供安全可靠的绿色能源保障。 二是以清洁低碳转型为根本方向。近年来我国清洁能源发展成效显著，但能源消费总量大，能源结构偏 煤、产业结构偏重、能源效率偏低的问题依然存在。必须紧扣非化石能源消费占比提升目标，持续推进 新能源大规模高效开发利用，加快构建新能源占比逐步提高的新型电力系统。 三是以科技自主创新为核心支撑。新型电力系统的技术基础、结构形态和运行特性发生重大改变，部分 关键技术、核心装备、高性能材料、技术软件等有待突破。电力行业要加大自主创新力度，强化产学研 用融合，针对关键共性技术开展联合攻关 ...

Group 1 - The core viewpoint emphasizes the importance of carbon peak and carbon neutrality as a political task for the State Grid Corporation, focusing on the development and safety of energy transition towards a green and low-carbon system [1] - During the 14th Five-Year Plan period, the installed capacity of clean energy generation in the State Grid's operating area increased by 134.7%, with the proportion of clean energy in total installed capacity rising from 42.6% to 59.8% [1] - The company has invested an average of 574 billion yuan annually over the past five years to enhance system regulation capabilities and promote the planning and construction of pumped storage [1] Group 2 - The electricity system is identified as the central link in the energy transition, with a projected rigid growth in electricity demand during the 15th Five-Year Plan period [2] - The construction of a new power system is deemed a top priority, requiring attention to the new changes and challenges brought by the transition, while seizing opportunities for industrial upgrades [2] - The interaction with users will become more extensive, necessitating effective responses to complex load forecasting and flow control [2] Group 3 - Technological innovation is highlighted as a key support for building a new power system, emphasizing the need for goal-oriented and problem-oriented approaches [3] - The establishment of a unified national electricity market is considered essential for optimizing resource allocation and promoting green and low-carbon development [3] - The market mechanism should be improved to guide various resource elements towards a green and low-carbon direction [3]

Core Insights - The report highlights a positive trend in the power energy sector, particularly in photovoltaic and energy storage segments, with significant year-on-year growth in installed capacity and price increases in key materials [1][3]. Group 1: Photovoltaics - As of September 17, 2025, the average price of polysilicon (dense material) is 51 CNY/Kg, an increase of 1.00 CNY/Kg from the previous week [1][3]. - The photovoltaic sector is expected to benefit from various factors including industry dynamics, policies, and demand-side efforts, leading to an overall recovery in the sector [3]. Group 2: Energy Storage - By the end of the first half of 2025, the cumulative installed capacity of operational energy storage projects in China reached 164.3 GW, a year-on-year increase of 59% [1][3]. - Among this, the cumulative installed capacity of new energy storage reached 101.3 GW, showing a remarkable year-on-year growth of 110% [1][3]. Group 3: Lithium Battery - As of September 19, 2025, the price of lithium carbonate is 71,300 CNY/ton, reflecting a slight increase of 140 CNY/ton from the previous week [1][3]. Group 4: Charging Infrastructure - By the end of August 2025, the total number of charging infrastructure units in the country reached 17.348 million, marking a year-on-year growth of 57.72% [3]. Group 5: Industry Performance - From September 15 to September 19, 2025, the power equipment index rose by 3.07%, outperforming the CSI 300 index by 3.51 percentage points [2]. - In the first seven months of 2025, the total electricity consumption was 58,633 billion kWh, a year-on-year increase of 4.50% [2]. - The newly added power generation capacity in the first seven months of 2025 was 32,480 MW, representing a year-on-year growth of 75.72% [2].

中电联党委委员、专职副理事长，水电分会会长于崇德出席论坛并致辞，指出水电是清洁可再生能 源，也是新型电力系统中兼具电量支撑与灵活调节能力的核心电源，在促进新能源消纳、保障系统安全 稳定方面具有不可替代的作用。他强调，推动数字化、智能化技术与水电深度融合，加快智慧水电建 设，是实现水电高质量发展的必由之路。中电联将持续发挥桥梁纽带作用，助力行业转型升级，为构建 清洁低碳、安全充裕、经济高效、供需协同、灵活智能的新型电力系统贡献力量。 水电分会轮值会长单位国家电力投资集团有限公司基础产业部主任邢连中在讲话中表示，构建以新 能源为主体的新型电力系统已成为能源转型的战略方向。水电具有出色的调峰、调频和储能能力，是保 障电网安全稳定、提升系统灵活性的关键支撑。他强调，面对高比例可再生能源带来的波动性挑战，水 电必须加快数字化、智能化转型，深挖运行潜力，提升安全水平，强化调度响应，拓展"水电+"融合发 展新模式。国家电投将充分发挥水电分会轮值会长单位作用，携手行业推进数智化升级与新能源协同发 展，为新型电力系统建设贡献坚实力量。 在主旨演讲环节，业内专家围绕水电数智化转型核心挑战与实现路径展开深度交流。在加快智能运 维升 ...

Core Viewpoint - The article provides an in-depth analysis of the energy storage bidding market for August 2025, highlighting significant growth in both the bidding and winning projects, particularly in the energy storage system sector, which has reached historical highs in scale and number of bids [1][3][7]. Bidding Market Overview - In August 2025, a total of 143 energy storage bidding projects were tracked, showing a year-on-year decrease of 7.7% but a month-on-month increase of 10.9% [3]. - The winning scale for EPC (including PC) reached 6.9 GW/22.1 GWh, representing a year-on-year increase of 11.6%/93.3% and a month-on-month increase of 53.4%/94.3% [4]. - The winning scale for energy storage systems was 17.7 GW/45.7 GWh, with a year-on-year increase of 237.1%/691.4% and a month-on-month increase of 762%/1005.4%, marking a historical high for monthly winning scale [7]. Winning Segment Analysis - In August, the number of winning segments for energy storage systems surpassed that of EPC, with 66 segments won, a year-on-year increase of 34.7% and a month-on-month increase of 175% [5]. - The winning segments for EPC totaled 62, showing a year-on-year decrease of 38% and a month-on-month decrease of 21.5% [5]. Regional Distribution - Inner Mongolia dominated the energy storage bidding market, with a winning scale of 15.3 GWh for energy storage systems, accounting for 80.1% of the total, and 6.4 GWh for EPC, accounting for 29% [11]. - Xinjiang ranked second in winning scale, with 1.3 GWh for energy storage systems and 3.3 GWh for EPC, benefiting from supportive policy frameworks [12]. Price Trends - The average winning price for 2-hour energy storage systems was 575.8 yuan/kWh, showing a year-on-year decrease of 4.3% but a month-on-month increase of 22.2% [15]. - The average winning price for EPC was 949.8 yuan/kWh, with a year-on-year decrease of 2.44% and a month-on-month decrease of 7.2% [21]. Market Dynamics - The article notes a significant increase in the number of projects utilizing hybrid storage technologies, which include lithium batteries, sodium batteries, flow batteries, flywheels, and supercapacitors, indicating a trend towards more versatile energy storage solutions [8]. - The rise in winning prices is partially attributed to the increase in lithium carbonate prices, which reached a new high in August 2025 [17].

我国风电、太阳能发电装机总量已提前完成2030年国家自主贡献目标。这是生态环境部副部长李高近日 在国新办发布会上透露的信息。而即将来袭的超强台风"桦加沙"等极端天气，正考验着可再生能源体系 的"可靠性"。 国际能源署今年7月底发布的《2025年电力市场年中更新报告》显示，预计最早在2025年、最迟在2026 年，可再生能源将超越煤炭成为全球最大电力来源。 在当前可再生能源规模持续扩大、极端气候事件频发的背景下，如何提升能源系统的气候适应性与供电 可靠性，已成为一项紧迫的课题。 气候变化或影响可再生能源度电成本 全球能源互联网发展合作组织驻会副主席刘泽洪在第四届气象经济论坛上表示，当前全球风电光伏装机 占比已达31%。在极端天气现象频发背景下，气象条件已成为影响电力系统稳定运行的关键因素。研究 表明，最高气温每升高1℃将导致电力最高负荷增加4.5%。 清华大学副教授同丹指出，在气候变化背景下，系统评估电力供需失衡风险并构建韧性提升策略，是当 前亟待解决的重要科学问题。"气候变化可能导致未来电力系统成本负担增加，极端情景下的成本负担 尤为突出。"同丹告诉中青报*中青网记者。 同丹团队的一项研究发现，气候变化背景下 ...