Group 1: New Power System Development - The National Energy Administration has initiated pilot projects focusing on seven areas including grid technology, friendly renewable energy stations, smart microgrids, and virtual power plants to explore new technologies and models for building a new power system [1] - By 2025, the goal is to establish a nationwide unified electricity market, with a focus on enhancing the top-level design and basic rule system for the electricity market [1][2] - The new power system is characterized by a dominant position of renewable energy sources such as onshore wind, offshore wind, solar power, and new energy storage [1] Group 2: Electricity Consumption and Market Trends - In April, the total electricity consumption reached 772.1 billion kWh, a year-on-year increase of 4.7% [2] - By 2025, the total electricity consumption is projected to reach 10.4 trillion kWh, with a growth rate of approximately 6% [2] - The demand for electricity is expected to rise due to the rapid growth of AI computing needs and the development of electric vehicles [2] Group 3: Virtual Power Plants and Energy Storage - The National Development and Reform Commission and the National Energy Administration have issued guidelines to accelerate the development of virtual power plants, aiming for a regulation capacity of over 20 million kW by 2027 and 50 million kW by 2030 [3] - New energy storage is identified as a crucial technology for building a new power system and achieving carbon neutrality goals, with a target of reaching a cumulative installed capacity of 73.76 million kW by the end of 2024 [3] Group 4: Investment and Market Environment - In 2024, multiple policies are expected to create a stable market environment for renewable energy operators, leading to a stabilization of the industry [4] - The investment in the power grid is anticipated to maintain a growth rate of over 10% in 2025, driven by the transition towards carbon neutrality and balanced investment in main grid and distribution segments [4] Group 5: Company Performance Highlights - China Resources Power (00836) has seen an upward adjustment in earnings forecasts for 2025 due to lower fuel costs, with a target price increase from HKD 20.5 to HKD 21.5 [5][6] - Huadian International Power (01071) reported a 3.7% increase in net profit for Q1, benefiting from a 9.7% decrease in standard coal costs [6] - Datang Renewable (01798) achieved a 15.47% increase in power generation in April 2025 compared to the previous year, with significant contributions from wind and solar power [7]

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, friendly renewable energy power stations, smart microgrids, and virtual power plants [1] - The pilot projects will encourage the adoption of new technologies and models, supporting the application of major national science and technology projects related to smart grids and energy technology [1] - The focus on computing power will involve planning and layout of computing power and electricity projects in regions with rich energy resources, enhancing the green electricity proportion for data centers [1] Group 2 - The electricity market reform allows IDC users to directly sign power purchase agreements with wind and solar power stations, enabling a strategy of relocating to areas with cheaper green electricity [2] - As peak and valley electricity price reforms and virtual power plants are implemented, data centers are increasingly considering proximity to renewable energy bases to reduce electricity costs and acquire green assets [2] - This trend indicates a shift in IDC site selection from traditional demand-driven to supply-side optimization, leading to a cleaner and more diversified energy structure [2] Group 3 - Companies involved in the sector include: - Distribution network/virtual power plants: Dongfang Electronics - Energy forecasting and trading: Guoneng Rixin - User-side/microgrids: Anke Rui - Energy digitalization: State Grid Information Communication - Others: Kaipu Cloud, Yuanguang Software, Weisheng Information, Zhiyang Innovation, Henghua Technology [3]

Group 1: Virtual Assets and Financial Policies - Hong Kong's Financial Secretary, Xu Zhengyu, announced that the Hong Kong Securities and Futures Commission is considering introducing virtual asset derivatives trading for professional investors, aiming to enhance product options while ensuring orderly, transparent, and secure trading [2] - The Financial Secretary will release a second policy declaration on virtual assets, outlining future policy visions, including integrating traditional financial services with technological innovations in the virtual asset sector [2] - The government plans to optimize tax incentives for funds, single-family offices, and related equity transactions, including allowing virtual assets to qualify for tax relief [2] Group 2: Energy Sector Developments - The National Energy Administration is initiating pilot projects for the construction of a new power system, focusing on advanced directions and typical projects to explore new technologies and models [3] - The pilot projects will emphasize seven key areas, including grid technology, system-friendly renewable energy stations, smart microgrids, and virtual power plants [3] - The initiative encourages the adoption of new technologies and models while supporting projects that utilize national technology major special projects and energy technology equipment [3] Group 3: Technology and Industrial Development - The Ministry of Industry and Information Technology is focusing on promoting the development of the artificial intelligence industry and its integration into new industrialization [3] - The meeting emphasized strengthening computing power supply and enhancing the intelligence level of key product equipment [3] Group 4: Market Performance - In the U.S. stock market, major indices showed mixed results, with the Dow Jones down 0.22% and the Nasdaq up 0.32% [4] - Large technology stocks had varied performances, with notable gains in companies like Google (up 1.65%) and Meta (up 3.16%), while Apple and Tesla saw declines [5] - In the Hong Kong market, the Hang Seng Index rose 0.60%, with the technology index also showing an increase [6] Group 5: Company News - Zhixing Technology received a notification for providing front-view integrated machines based on its Journey 3 model for nine commercial vehicles from leading automakers [8] - Zoomlion Heavy Industry announced an investment of approximately 723 million yuan to acquire a 36% stake in Zoomlion Heavy Industry Financing Leasing (Beijing) [9] - Jieli Trading reported a user base of approximately 854,000, reflecting a year-on-year growth of 4.6% [10] - China Vanke reported a cumulative contract sales figure of 4.139 billion yuan for the first five months, a year-on-year decrease of 44.83% [11] - Agile Group reported cumulative contract sales of 4.24 billion yuan for the first five months [12] - CIFI Holdings received the necessary support from the majority of plan creditors during its planned meeting [13] - Hansoh Pharmaceutical's Amivantamab has been approved for market launch by the UK Medicines and Healthcare products Regulatory Agency [14]

Domestic News - The FTSE China A50 Index will include Jiangsu Bank and exclude Great Wall Motor [4] - The Energy Administration is organizing the first batch of pilot projects for the construction of a new power system [4] - The Hong Kong Securities and Futures Commission is considering introducing virtual asset derivatives trading for professional investors [4] - The Ministry of Industry and Information Technology is focusing on promoting the development of the artificial intelligence industry and empowering new industrialization [4] - Shanghai encourages local enterprises to actively apply for infrastructure REITs reserve projects [4] - The China Passenger Car Association estimates that wholesale sales of new energy passenger vehicles in May reached 1.24 million units, a year-on-year increase of 38% [4] - Tiger International denies "violating regulations to develop new clients in mainland China," stating that all operations are conducted within the regulatory framework [4] International News - Saudi Arabia plans to push OPEC+ to continue increasing oil production by at least 411,000 barrels per day in August and September to consolidate its market share [3] - Reports indicate that the Bank of Japan will consider slowing down its bond reduction pace next year [3] - The ISM survey shows that the US services PMI unexpectedly contracted in May, indicating rising inflation [3] - Trump calls for the complete elimination of the debt ceiling and urges bipartisan cooperation to achieve this [3] - Iran's Supreme Leader Khamenei states that completely abandoning uranium enrichment is against Iran's interests [3] - The Bank of Canada maintains its key interest rate but may consider lowering it in the future, with the Canadian dollar reaching a new high [3] - The US ADP employment figures for May significantly fell short of expectations, prompting Trump to call for immediate interest rate cuts from Powell [3] - Musk continues to criticize Trump's tax law, publicly urging fans to call legislators to reject the law [3] - The US Congressional Budget Office states that Trump's tax law will increase the US deficit by $2.4 trillion over the next decade [3] - Saudi Arabia lowers the oil price for July shipments to Asia to the lowest level in nearly four years, priced at $1.20 above the Oman/Dubai average [3] - The Federal Reserve's Beige Book reports slight declines in economic activity across six regions, with businesses generally expecting future costs to rise [3]

Domestic News - The first domestically produced nine-valent HPV vaccine has been approved for market launch [3] - The National Energy Administration has initiated the first batch of pilot projects for the construction of a new power system [3] - The Ministry of Industry and Information Technology is focusing on promoting the development of the artificial intelligence industry and its integration into new industrialization [3] - The China Passenger Car Association estimates that wholesale sales of new energy passenger vehicles in May reached 1.24 million units, a year-on-year increase of 38% [3] - A draft for the safety requirements of "Intelligent Connected Vehicles - Combined Driving Assistance Systems" has been initiated and is open for public consultation [3] International News - The European Central Bank has approved Bulgaria's use of the euro [3] - Sources indicate that a trade agreement between the U.S. and Canada may be reached before the upcoming G7 summit [3] - President Trump stated that it is "too late" for Federal Reserve Chairman Powell to lower interest rates now [3] - Russian presidential aide Mezhinsky reported that Ukraine is seeking an unconditional ceasefire lasting 30 to 60 days [3] - The German cabinet has approved a tax reduction plan amounting to €46 billion for the period from 2025 to 2029 [3] - UK Prime Minister Starmer expressed confidence in being able to reduce U.S. tariffs in a very short time [3] - Sources indicate that the U.S. and the UAE have agreed to negotiate a trade agreement that may lower tariffs [3]

（原标题：6月4日重要资讯一览） 重要的消息有哪些 1．财政部公示2025年城市更新行动评审结果，北京、天津、唐山、包头、大连、哈尔滨、苏州、温州、芜湖、厦门、济南、郑州、宜昌、长沙、 广州、海口、宜宾、兰州、西宁、乌鲁木齐等20个城市入围。未来几年，中央财政计划补助超过200亿元，支持这20个城市实施城市更新行动，探 索建立可持续的城市更新机制，补齐城市基础设施的短板弱项。 2．6月4日，国家能源局发布《关于组织开展新型电力系统建设第一批试点工作的通知》，提出围绕构网型技术、系统友好型新能源电站、智能微 电网、算力与电力协同、虚拟电厂、大规模高比例新能源外送、新一代煤电等七个方向开展试点，探索新型电力系统建设新技术、新模式，推动 新型电力系统建设取得突破。 8．近日，深圳市商务局、市发展改革委联合印发《深圳市推动服务贸易和数字贸易高质量发展实施方案》。其中提出，大力发展跨境金融保险服 务。探索建立深圳证券交易所与香港联合交易所会员互联互通机制。支持港澳银行内地分行开办外币银行卡业务以及对除中国境内公民以外客户 的人民币银行卡业务。支持符合条件的香港保险公司在深设立子公司。探索在前海开展私募股权和创业投资份额 ...

Group 1 - The Ministry of Industry and Information Technology is promoting the development of the artificial intelligence industry and empowering new industrialization, focusing on the layout of general large models and industry-specific large models, emphasizing hardware and software adaptation, and accelerating the establishment of high-quality industry data sets to enhance the intelligence level of key product equipment [1] - The Hong Kong Securities and Futures Commission is considering introducing virtual asset derivatives trading for professional investors, encouraging local and international companies to explore innovations and applications of virtual asset technology [1] - The National Energy Administration is organizing the first batch of pilot work for the construction of a new power system, coordinating regional stock and incremental data center green electricity demand and new energy resource conditions, and collaboratively planning the layout of computing power and electricity projects [1] Group 2 - The Ministry of Finance and the Ministry of Housing and Urban-Rural Development are conducting the 2025 annual evaluation for central financial support for urban renewal actions, planning to support 20 cities including Beijing and Tianjin in implementing urban renewal actions [1] - Kingsoft Office continues to appoint Lei Jun as the honorary chairman of the company [1] - Sinovac Biotech's controlling shareholder, Koyi Medicine, plans to reduce its holdings by no more than 3% of the company's shares [1] - Zhongheng Design has reported that the revenue from its "low-altitude economy" and "commercial aerospace" related project designs is relatively small [1] - Lehui International has indicated that its fresh beer business accounts for a small proportion and is still in a loss stage [1] - A portion of the company's directors and supervisors at Aoheng Co., Ltd. reduced their holdings by 153,000 shares during the period of abnormal stock trading according to the reduction plan [1] - Wantai Biological's application for marketing authorization of its nine-valent HPV vaccine has been approved [1]

Core Viewpoint - The article outlines the initiation of pilot projects for the construction of a new power system, focusing on innovative technologies and models to enhance the integration and efficiency of renewable energy sources [1]. Group 1: Overall Requirements - The pilot projects will focus on seven key directions: grid-structured technology, system-friendly renewable power plants, smart microgrids, synergy between computing power and electricity, virtual power plants, large-scale high-proportion renewable energy delivery, and new-generation coal power [2]. - The approach will be tailored to local conditions, encouraging the adoption of new technologies and models while ensuring comprehensive management throughout the project lifecycle [2]. Group 2: Pilot Directions - **Grid-Structured Technology**: Aimed at areas with high renewable energy integration, this technology will address issues like reduced short-circuit capacity and enhance the stability of power supply [3]. - **System-Friendly Renewable Power Plants**: New or upgraded plants will improve system compatibility, with a target of increasing output reliability by over 10% during peak hours [4]. - **Smart Microgrids**: These will enhance self-regulation and balance capabilities, increasing the proportion of self-consumed renewable energy [5]. - **Synergy Between Computing Power and Electricity**: This involves planning for data centers' green electricity needs and optimizing the use of renewable resources [6]. - **Virtual Power Plants**: These will aggregate distributed energy resources to enhance flexibility and support renewable energy consumption [7]. - **Large-Scale High-Proportion Renewable Energy Delivery**: Focused on specific regions, this aims to improve the delivery of green electricity through advanced technologies [8]. - **New-Generation Coal Power**: This will promote cleaner and more efficient coal power generation, aligning with carbon reduction goals [9]. Group 3: Organization and Implementation - **Pilot Application**: Applications for pilot projects will be organized by provincial energy authorities or central enterprises, with a focus on feasibility and technical economics [10]. - **Pilot Review**: A third-party professional organization will evaluate applications based on established criteria, selecting projects for the first batch of pilots [11]. - **Project Implementation**: Local energy authorities and project units must adhere to the approved plans, with any significant changes requiring further approval [12]. Group 4: Support Policies - Supportive policies will be developed to facilitate pilot projects, including funding channels and prioritization of coal power projects that align with renewable energy initiatives [13]. - The results of the pilot projects will be integrated into the evaluation system for the new power system, influencing future assessments [14].

2025.06. 04 本文字数：1245，阅读时长大约3分钟 作者 | 第一财经 郭霁莹 近日，国家电网（简称"国网"）系统内发生多次重大人事调整，多名地方电网公司"一把手"密集履 新，有的升任总部副总，也有人调任其他大型央企高管。 此外，王志伟还强调了科技创新在构建新型电力系统中的关键作用，并称国网山东电力公司正在建设 新型电力系统省级技术创新策源地，打造国内领先的分布式光伏电站主动支撑与广域协同技术样板， 同时力争3年建成可复制可推广的绿电绿氢重化工园区转型范式。 第一财经记者注意到，王志伟履新前不久，国务院国资委企干二局刚刚公布了几家央企领导人职务任 免情况。其中， 国网辽宁省电力有限公司原党委书记、董事长闫华锋调任 中国电气装备 集团 党委 副书记、董事 ，提名为中国电气装备集团总经理人选； 国网天津电力 公司原党委书记、 董事长郭 铭群履新中国国际工程咨询有限公司 （ 简称"中咨公司" ） 党委副书记、董事 ，提名为总经理人 选。 此番调动前，闫华锋、郭铭群二人均长期供职于国网系统，曾任国网多家直属单位"一把手"，是"老 国网人"。 5月末，国网公司召开党组扩大会议，通报了中央组织部关于 王志伟任 ...

Core Viewpoint - The National Energy Administration has initiated the first batch of pilot projects for the construction of a new power system, focusing on seven key areas to drive innovation and breakthroughs in technology and operational models [1][2][3]. Group 1: Overall Requirements - The pilot projects will focus on cutting-edge directions related to the new power system, utilizing typical projects for single-direction trials and typical cities for multi-direction comprehensive trials [3][4]. - The seven key areas for initial pilot work include grid-structured technology, system-friendly renewable power plants, smart microgrids, collaboration between computing power and electricity, virtual power plants, large-scale high-proportion renewable energy delivery, and new-generation coal power [3][4]. Group 2: Pilot Directions - **Grid-Structured Technology**: Focus on weak grid areas with high renewable energy integration, applying new energy/grid control technologies to enhance stability and supply security [5]. - **System-Friendly Renewable Power Plants**: New or upgraded renewable power plants will be built in areas with tight supply or high consumption pressure, improving system friendliness and output reliability [6]. - **Smart Microgrids**: Development of smart microgrid projects to enhance self-regulation and balance capabilities, increasing the proportion of self-consumed renewable energy [6]. - **Collaboration Between Computing Power and Electricity**: Planning and layout of computing power and electricity projects in resource-rich areas to increase the proportion of green electricity for data centers [7]. - **Virtual Power Plants**: Establishing various types of virtual power plants to aggregate distributed energy resources and enhance flexibility in power supply [8]. - **Large-Scale High-Proportion Renewable Energy Delivery**: Focus on developing renewable energy bases in northwest and southwest regions, optimizing transmission systems to increase green electricity delivery [9]. - **New-Generation Coal Power**: Promoting pilot projects for existing and new coal power units to meet clean carbon reduction and efficient regulation standards [9]. Group 3: Implementation Organization - **Pilot Application**: Provincial energy authorities or central enterprises will organize the submission of pilot applications, with specific requirements for new-generation coal power projects [10]. - **Pilot Review**: The National Energy Administration will establish a review process to select projects for the first batch of pilots based on feasibility and technical-economic criteria [12]. - **Project Implementation**: Local energy authorities and project units must adhere to the approved pilot plans, with any significant changes requiring approval [13]. - **Support Policies**: Various levels of energy authorities will work to create a favorable policy environment for pilot projects, including financial support for eligible projects [13]. - **Evaluation and Promotion**: The National Energy Administration will conduct comprehensive evaluations of pilot projects and promote successful technologies and models [13].