近日，国网河北省电力公司（以下简称"国网河北电力"）发布2024年社会责任报告，向 社会披露2024年聚焦保供电、助转型、促发展、惠民生的履责实践。据了解，这是该公司连 续第八年发布社会责任报告。 加快建设雄安新型电力系统，高标准服务雄安新区发展。投运新区首座智慧变电站、启 动区首座220千伏变电站、黄湾村"光储直柔"微电网等重点工程，建成容西片区全地下供电 网络，新建核心区域供电可靠性国际领先。深化"获得电力马上办"服务，牵头成立新区首 支"水电气热网"共产党员联合服务队，保障中国星网总部等103个重点项目高效接电、3.18 万户居民回迁接电。《雄安新型电力系统构建方案》通过院士专家论证并实施，白洋淀微电 网示范工程、"雄安新区能碳一体化智慧平台"分别入选国家能源局首批新型储能试点和绿色 低碳转型典型案例，110千伏河谷站荣获"金芦苇工业设计奖"绿色设计金奖，一系列履责实 践助力雄安新区拔节生长。 在助企惠民方面，制定优化电力营商环境二十项举措、服务民生十项措施，拓展企 业"一证办电"、居民"刷脸办电"业务场景，电力新装、增容、变更等20类业务可线上办理； 开展"早投一个月"接电提速专项行动，助力140个重 ...

文 | 科技日报 截至2024年底，我 国已投运电力储能项目累计装机首次超过百吉瓦，达到137.9吉瓦，同比增长 59.9%；其中，新型储能累计装机达到78.3吉瓦，功率规模同比增长126.5%。 目前，我国新型能源体系建设稳步推进，能源保障基础不断夯实，现已建成全球最大的清洁能源系统。 储能是解决可再生能源规模化消纳和稳定输出的重要技术手段，是新型电力系统的核心要素。相较于传 统的抽水蓄能，锂离子电池、压缩空气储能、液流电池、钠离子电池、飞轮储能等新型储能，具有建设 周期短、布局灵活、响应速度快等优势，可在电力系统运行中发挥调峰、调频、调压、备用、黑启动、 惯量响应等多种功能。如今，新型储能已成为构建新型电力系统的重要技术和基础装备，是实现碳达峰 碳中和目标的重要支撑，也是催生国内能源新业态、抢占国际战略新高地的重要领域，对构建清洁低 碳、安全高效的能源体系，贯彻落实国家能源战略具有重要意义。 我国新 型储能行业高速发展 过去5年， 我国新型储能行业高速发展， 截至2024年底累计装机量首次超越抽水蓄能，成为电力系统中 继火电之后的第二大灵活性调节资源。 我国新型储能行业发展呈现出以下几个特征。 一是新型储 ...

5月9日，第九个中国品牌日到来之际，国网河北省电力有限公司(以下简称"国网河北电力")在石家庄举 行发布会并发布2024年社会责任报告，向社会披露2024年其聚焦保供电、助转型、促发展、惠民生的履 责实践。 报告还介绍了国网河北电力在加快建设雄安新型电力系统、高标准服务雄安新区发展，通过制定优化电 力营商环境二十项举措、服务民生十项措施助企惠民等方面的履责行为。 2025年，国网河北电力将统筹电力保供和能源转型，加快推动储能项目落地投产，打造新型农村局域能 源系统示范工程，建设一批中低压直流应用场景。"同时，我们将持续拓展'获得电力马上办'服务，推 广'水电气热信'联办，打造'高效办成一件事+跨省通办'特色服务，高效做好雄安新区疏解项目和民生供 电保障，加快推进城农网供电能力提升，深化农村充电设施布点建设，为加快建设经济强省美丽河北、 奋力谱写中国式现代化建设河北篇章贡献电网力量。"国网河北电力相关负责人表示。 报告显示，国网河北电力围绕河北省建设新型能源强省建设目标，贯彻新型电力系统建设部署，建立政 策、管理、市场、技术"四位一体"工作体系，推动新能源与电网协调发展，助力能源结构优化和社会绿 色低碳转型。 ...

应光伟 中国电力发展促进会应光伟： 创新是新型电力系统发展的重要推动力 ◎记者 罗茂林 5月10日，在"如愿智创，东方风来"院士科创行暨上市企业高管如东行活动上，中国电力发展促进会低 碳用能及智能电力委员会会长应光伟作主旨演讲。应光伟表示，展望未来，创新是新型电力系统发展的 重要推动力。 应光伟表示，近年来随着新能源的不断开发，传统化石能源占比持续下降。数据显示，到2050年，全球 化石能源等一次性能源占比将从目前的65%下降到50%以下。与此同时，全球用电量将在现在的基础上 增长75%，中国的用电量预计将在目前的基础上增长一倍。以此计算，到2050年，我国的发电量将达到 20万亿度。 应光伟估算，到2050年，我国风电和太阳能在目前的基础上将大幅增长，因此新能源发展前景广 阔。"如东县等沿海区域，未来一些深海的海上风电资源也将得到进一步的开发。"应光伟说道。 顺应新能源发展的态势，展望未来电力系统，应光伟认为，创新是新型电力系统发展的重要推动 力。"在发展新型电力系统中需要理论创新、形态创新、技术创新和产业创新，甚至组织体系都需要适 应创新的需要。" 从创新出发，应光伟认为未来新能源开发要实现集中式和分布式 ...

文 | 华夏能源网 "绿电之王"国家电投在甩卖一系列光伏电站之后，又开始腾挪、重组煤电资产。仅仅一两年前，彼时锐意绿电代煤的国家电投 刚进行了一轮罕见的煤电资产"大甩卖"。 华夏能源网获悉，5月5日晚间，国家电投旗下A股上市公司电投能源（SZ：002128）发布公告称，公司拟以发行股份及支付现 金的方式，购买国家电投集团内蒙古白音华煤电有限公司（以下简称"白音华煤电"）100%股权。 国家电投上述煤电资产的体内重组和腾挪，看似是一桩平淡无奇的市场交易。 然而，如果将这一事件与其之前疯狂甩卖煤电资产两相对照，尤其是再加入2024年至今逾180亿新能源资产大甩卖这一因素（参 考文章：《国家电投一年甩卖180亿风光项目，"绿电之王"到底怎么了？》），那么，国家电投此次的动作就显得意味深长了。 国家电投对光伏、煤电资产的微妙态度变化，传递了什么样的市场信号？这又将预示了煤电与新能源各自怎样的未来？ "腾笼换鸟"去煤电 国家电投上一轮清退煤电资产，有两大诱因：一个是2020年底国家"双碳"目标的出炉，电力央企冲刺可再生能源装机占比；一 个是从2021年起，公司煤电业务连续两年的巨亏。 在煤价疯涨的2021年和2022年 ...

Core Insights - The article emphasizes the urgent need for technological innovation in China's power sector to address challenges in building a new power system [1][5] - China has become the largest and fastest-growing country in terms of renewable energy grid integration, highlighting the importance of technological support for stable power supply [1][4] Group 1: Technological Innovation in Power Sector - The second Power Industry Technology Innovation Conference was held in Guangzhou, focusing on the integration of new technologies such as smart grids, new energy storage, and virtual power plants [2] - Huang Xue Nong from the National Energy Administration stated that digital technologies like artificial intelligence are rapidly developing and integrating with various power sectors [2][6] - The China Electricity Council reported that R&D expenditure intensity for major power enterprises was 2.8% in 2023, with total innovation investment reaching 181.68 billion yuan, a 10.49% increase from 2022 [4] Group 2: Challenges and Recommendations - The construction of a new power system faces significant challenges, including the increasing complexity of power supply and demand regulation due to a higher proportion of renewable energy [5] - Key technologies and materials still face bottlenecks, with reliance on foreign components for certain renewable energy technologies [5][6] - Recommendations include promoting independent innovation, collaborative innovation, institutional innovation, and creating an open environment for technological innovation [5][6] Group 3: Achievements and Future Goals - By March 2025, China's total installed power capacity is expected to reach 3.43 billion kilowatts, with clean energy accounting for over 59% of the total [4] - The conference highlighted significant technological achievements, including advancements in superconducting cables and carbon capture technologies [6]

内容概要：储能升压站作为构建新型电力系统的关键枢纽设备，正在经历从单一并网功能向"多能协同 +智能调控+电网支撑"的多元化价值跃升。在"双碳"战略目标的强力驱动下，随着《新型电力系统发展 蓝皮书》等顶层设计文件的落地实施，储能升压站已发展成为解决可再生能源高比例消纳难题、增强电 网灵活调节能力的战略性基础设施。在政策红利释放和技术迭代加速的双重推动下，中国储能升压站市 场规模呈现指数级增长态势，预计2025年将突破500亿元大关，年复合增长率有望保持在40%以上。 上市企业：中国能建（601868.SH）、阳光电源（300274.SZ）、许继电气（000400.SZ）、科华数据 （002335.SZ）、海博思创（688411.SH）、中天科技（600522.SH）、特变电工（600089.SH） 相关企业：中国能源建设集团有限公司、南京南瑞继保电气有限公司、深圳三晖能源科技有限公司、华 为数字能源技术有限公司、明光鸿远新能源科技有限公司 关键词：储能升压站、储能升压站产业链、储能升压站行业政策、储能升压站发展现状、储能升压站市 场格局、储能升压站发展趋势 一、储能升压站行业相关概述 储能升压站是将储能系统与升 ...

Core Viewpoint - GCL-Poly Energy achieved significant growth in Q1 2025, driven by rapid advancements in distributed photovoltaic and energy storage projects, alongside effective cost management strategies [1][2]. Financial Performance - In Q1 2025, the company reported revenue of 2.933 billion yuan, a year-on-year increase of 21.49% - Net profit attributable to shareholders reached 254 million yuan, up 35.15% year-on-year - Non-recurring net profit surged to 193 million yuan, reflecting a substantial year-on-year growth of 176.61% [1]. Strategic Layout - The company has established a dual-driven development model focusing on "energy assets + energy services" - The goal for the next five years is to have energy service revenue exceed 50% of total revenue - In energy asset management, the company is exploring value-added operational scenarios such as load forecasting and price arbitrage, aiming for a dual revenue structure of guaranteed returns from physical assets and flexible returns from market services - The company is expanding its comprehensive energy services, including virtual power plants, energy trading, and energy-saving renovations, with a current adjustable load capacity of 550 MW in Jiangsu Province, representing 30% of the province's actual adjustable load [2]. Technological Innovation - The company partnered with Ant Group to launch the "EnergyTS Energy Power Time Series Model Integration Machine," which significantly outperformed international mainstream products in photovoltaic scenario evaluations - The partnership also led to the issuance of China's first photovoltaic green asset RWA (Real World Asset), creating a new financing model that transforms "green production" into "green finance" [2]. Investor Returns - The company plans to distribute a cash dividend of 1 yuan per 10 shares (tax included), totaling approximately 158 million yuan, which accounts for 32.34% of the net profit attributable to shareholders for 2024 - The management emphasizes the importance of value-based market capitalization management and aims to enhance core competitiveness through continuous technological innovation and operational quality improvements [3]. Future Outlook - GCL-Poly Energy aims to align with the "dual carbon" strategic goals and accelerate business transformation and upgrades through the dual-driven approach of energy assets and services - The company anticipates establishing a differentiated competitive advantage in the evolving new energy system, creating sustained value for investors [3].

Core Viewpoint - The release of the "Basic Rules for the Electricity Auxiliary Service Market" marks a significant advancement in China's electricity auxiliary service market, transitioning from a planned compensation model to a market-driven approach, which is essential for supporting the new power system and energy transition [1][10][24]. Group 1: Importance of the Rules - The rules effectively ensure the safety and stability of the electricity system, promoting the development of the electricity auxiliary service market [3][4]. - They implement the requirements for a unified national electricity market system, providing guiding principles and frameworks for local auxiliary service market construction [3][4]. - The rules align with the development trends of the new power system, supporting the large-scale growth of renewable energy and ensuring its stable integration [4][10]. Group 2: Highlights of the Rules - The rules establish a legal and policy foundation for market system construction, clearly defining the concept and scope of electricity auxiliary services [6]. - They broaden the range of market participants, including new entities like energy storage companies and virtual power plants, while standardizing the entry and exit processes for market participants [6][29]. - The rules provide detailed guidance for local implementation, ensuring uniformity and completeness in market regulations [6][30]. Group 3: Market Mechanisms and Structures - The rules clarify the pricing principles for auxiliary services, establishing a fair and efficient cost-sharing mechanism based on the principle of "who benefits, who bears the cost" [7][20]. - They enhance the integration of the auxiliary service market with the energy market, ensuring smooth connections in registration, trading sequences, and clearing processes [8][20]. - The rules specify the measurement and settlement of auxiliary service costs, ensuring transparency and fairness in market operations [8][31]. Group 4: Risk Management and Regulatory Framework - The rules outline a comprehensive risk prevention mechanism for the auxiliary service market, addressing various risks such as supply-demand imbalances and market power monopolies [20][30]. - They emphasize the importance of precise monitoring and regulatory oversight throughout the market operation process to ensure fairness and transparency [31].

Core Viewpoint - The company is actively pursuing a major asset restructuring and is committed to complying with relevant legal and regulatory requirements for information disclosure [1][3]. Group 1: Financial Performance - In 2024, the company achieved operating revenue of 145,525.99 million yuan, a decrease of 27.32% compared to the previous year [10]. - The net profit attributable to shareholders, after deducting non-recurring gains and losses, was a loss of 2,980.53 million yuan, with the loss margin significantly narrowing compared to 2023 [10][15][17]. - The company has been reducing its reliance on the real estate sector and is exploring new growth opportunities in the new energy and new materials sectors [15][17]. Group 2: Strategic Initiatives - The company is focusing on the hydrogen energy industry as part of its long-term development strategy of "Intelligent + Dual Carbon" [2]. - The company is actively involved in the preparation of green hydrogen and the creation of hydrogen energy application scenarios, while also optimizing the flexibility of coal-fired power generation to reduce energy consumption and carbon emissions [2]. - The company is working on a sodium-ion battery project with an annual production capacity of 120,000 tons, which is currently in the stages of factory construction and equipment procurement [4][5][6]. Group 3: Market Opportunities - The company recognizes the broad prospects of the new power system industry and is particularly focused on opportunities in intelligent distribution and flexible transformation of coal-fired power [18]. - The demand for electric power construction is driving the development of the power distribution and control equipment industry, with significant investments in power grid projects [13][14]. - The company is leveraging new technologies such as AI and IoT to enhance its capabilities in intelligent distribution, which is becoming a key aspect of new power system construction [18].