会上，中电联电力评价咨询院主要负责人介绍了2024年度信用电力指数监测和排名情况，中电联电力行 业信用体系建设领导小组相关负责人介绍了涉电力企业国际商务信用认证有关情况。会议还为电力行业 信用体系建设实践创新企业代表、首批《涉电力企业国际信用认证》企业等颁发证书，并举行了《信用 电力自律公约》签约仪式。（刘丽丽） 责任编辑：尉旖涵 3月31日消息，在近日由中国电力企业联合会主办的2025年电力行业信用体系建设工作会上，中电联党 委书记、常务副理事长杨昆在致辞中指出，为切实推动电力行业信用体系建设迈上新台阶，中电联将重 点围绕六个方面开展工作：一是加快构建全国统一的电力市场信用信息共享机制，实现数据实时归集与 标准化管理；二是强化信用等级在电力市场准入、招投标等领域的应用，创新"信用+融资"模式，并积 极拓展国际商务信用认证；三是运用大数据与人工智能技术，打造数字信用生态，提升"信用电力指 数"的精准性与科学性；四是建立健全动态信用奖惩机制，对失信主体实施严格禁入措施；五是加强行 业信用文化培育，提升信用管理人才素质；六是探索建立"信用、合规、风险、内控"四位一体管理体 系，推动形成守信经营的行业新风尚。 中电 ...

涉及保障能源安全稳定供应的项目涵盖核电、煤电、电网、油气4个领域，总投资2181亿元，年度 计划投资282亿元。聚焦积极安全有序发展核电，加快徐大堡核电4台机组建设，积极推进庄河核电前期 工作。发挥煤电兜底保障作用，加快国电电力普兰店热电等项目建设，全力推动沈西热电厂扩建等项目 年内开工。全力加快电网建设，推进铁岭、辽西—辽中断面加强等500千伏输变电工程建设，为加快构 建新型电力系统奠定基础。完善油气基础设施，加快建设中石油渤海湾盆地油气稳产、中交营口LNG 接收站等项目，大力推动盘锦—赤峰联络线等项目前期工作。 省发展改革委（省能源局）相关负责人表示，下一步，将坚决扛牢维护国家能源安全政治责任，全 力以赴抓工作调度、投资强度、项目进度，力争更多项目早建成、早投产、早达效。紧跟国家政策取 向、支持方向和资金投向，按照"建设一批、开工一批、储备一批、谋划一批"模式，再谋划申报一批投 资体量大、质量效益高的重点能源项目。同时，科学把握项目开发时度效，合理安排建设节奏。坚持要 素跟着项目走，对重点项目，优先配置资金、土地、环境容量、能耗指标等要素资源，为项目建设提供 全过程服务。 能源项目是推动能源高质量发展的重 ...

鹏华深圳能源清洁能源封闭式基础设施证 券投资基金 基金管理人：鹏华基金管理有限公司 基金托管人：招商银行股份有限公司 送出日期：2025 年 3 月 28 日 鹏华深圳能源 REIT2024 年年度报告 基金管理人的董事会、董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗漏， 并对其内容的真实性、准确性和完整性承担个别及连带的法律责任。本年度报告已经三分之二以 上独立董事签字同意，并由董事长签发。 基金托管人招商银行股份有限公司根据本基金合同规定，于 2025 年 03 月 27 日复核了本报 告中的财务指标、净值表现、利润分配情况、财务会计报告、投资组合报告等内容，保证复核内 容不存在虚假记载、误导性陈述或者重大遗漏。 运营管理机构已对年度报告中的相关披露事项进行确认，不存在异议。 基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利。 基金的过往业绩并不代表其未来表现。投资有风险，投资者在作出投资决策前应仔细阅读本 基金的招募说明书及其更新。 广东电力市场受一次能源价格、西南地区降水、市场用电需求及发电侧装机容量、售电公司 市场竞争等复杂因素影响，请投资者理性判断市场电 ...

华能国际: 华能国际2024年度独立董事述职报告 第十一届董事会第十次会议文件 （夏清） 根据中国证券监督管理委员会《上市公司独立董事管理 办法》 《上海证券交易所上市公司自律监管指引》以及《华能 国际电力股份有限公司章程》的有关规定，本着客观、公正、 独立的原则，现将本人 2024 年履职情况报告如下： 一、基本情况 本人夏清，现任华能国际电力股份有限公司（"公司"或 "华能国际"）独立董事，清华大学教授，国家能源互联网电 力碳中和分委会主任，全国电力交易机构联盟专家，广州电 力交易中心专家，南方区域电力市场管理委员会委员，中国 南方电网公司专家，中国电机工程学会电力市场专委会副主 任委员，中国能源研究会储能委员会副主任，北京海博思创 科技股份有限公司独立董事。曾任清华大学副教授、教授、 学位委员会主席，华能国际第八届董事会独立董事。毕业于 清华大学电力系统及其自动化专业，博士研究生。 二、年度履职概况 （一）出席股东大会会议情况。 报告期内，本人出席了公司 2023 年年度股东大会。会 议期间，与公司股东代表、法律顾问充分沟通，充分履行了 独立董事的职责，并在会上作为独立董事代表宣读了独立董 第十一届董事 ...

Core Viewpoint - The National Energy Administration emphasizes the importance of completing the "14th Five-Year Plan" and laying a solid foundation for the "15th Five-Year Plan" in the energy sector, focusing on high-quality development and innovative practices in the green certificate work [1][5]. Group 1: Achievements and Progress - In 2024, the Qualification Center achieved significant advancements in regulatory mechanisms, integrating credit measures to enhance oversight and promoting green consumption through the issuance of green certificates [2]. - The issuance of green certificates reached 4.734 billion in 2024, marking a year-on-year increase of 2840%, with a total of 446 million certificates traded [3]. - The establishment of a new green certificate issuance and trading system has reduced the issuance time by 85%, indicating a shift towards digitalization in regulatory processes [4]. Group 2: Regulatory Framework and Market Order - The Qualification Center has implemented strict licensing systems to maintain market entry order, focusing on the management of power business licenses and addressing issues related to unlicensed operations [2][6]. - A comprehensive credit management system has been developed, collecting over 800,000 credit records from more than 145,000 energy enterprises, and publicly listing severely untrustworthy entities [3][9]. Group 3: Future Directions and Innovations - The Qualification Center plans to enhance the credit system and optimize licensing processes to support the development of new energy systems and market dynamics [6][9]. - There is a commitment to improve the green certificate management throughout its lifecycle, ensuring comprehensive coverage and aligning with energy-saving and carbon reduction policies [6][8]. - The focus will be on leveraging digital technologies to enhance the efficiency of regulatory functions and improve service quality in the energy sector [10].

Core Viewpoint - The 13th International Energy Storage Summit and Exhibition (ESIE 2025) will take place from April 10-12, 2025, in Beijing, featuring over 800 exhibitors and 4000+ industry chain enterprises, focusing on key topics such as policy interpretation, market analysis, energy storage applications, and technology discussions [1][10]. Event Overview - ESIE 2025 will include more than 40 thematic forums addressing critical industry topics [1]. - The event will feature a sub-forum on energy storage aimed at facilitating consumption and supply security, with a focus on non-coal supply assurance and flexible resource potential in Eastern and Southern load centers [2][3]. Agenda Highlights - The agenda includes keynote speeches, panel discussions, and various thematic forums covering topics such as new energy and large-scale energy storage, energy storage safety and standards, and advanced energy storage materials [4][6][8]. - Notable sessions include discussions on the potential and mechanisms of non-coal supply assurance and flexibility resources in load centers, as well as policy research on energy storage supporting supply assurance and regulation [5][8]. Special Activities - Pre-event activities include workshops on large-scale electrochemical energy storage safety and risk monitoring, as well as closed-door meetings for industry leaders [8][9]. - The event will also host a welcome dinner and a closing ceremony, along with various networking opportunities for participants [8][9]. Industry Engagement - The summit aims to connect over 50 countries and facilitate international collaboration, showcasing national-level energy storage platforms and integrating academia with industry [10].

Investment Rating - The report rates the electricity energy industry as "Outperforming the Market" [1][55]. Core Viewpoints - The industry is expected to outperform the CSI 300 index over the next six months due to favorable fundamentals [55]. - Recent performance shows that the electricity equipment index has outperformed the CSI 300 index by 0.03 percentage points during the period from March 10 to March 14, 2025 [11][14]. - The report highlights significant growth in electricity consumption and investment in the power sector, indicating a robust market environment [20][31]. Market Performance - The CSI 300 index increased by 1.59%, while the electricity equipment index rose by 1.61% during the period from March 10 to March 14, 2025, ranking 16th among 31 first-level industries [11][14]. - Among the sub-sectors of electricity energy, other power equipment III, distribution equipment, and thermal services had the highest increases, with respective gains of 10.61%, 4.14%, and 3.86% [18]. Electricity Industry Operation - In December 2024, the total electricity consumption reached 883.5 billion kWh, a year-on-year increase of 3.27%, with a cumulative total of 9852.1 billion kWh for the year, reflecting a growth of 6.81% [20]. - The newly added power generation capacity for the year was 43.323 million kW, marking a year-on-year increase of 17.38% [21]. - The average utilization hours of power generation equipment were 3442 hours, a decrease of 150 hours year-on-year [27]. New Power System Situation - As of March 12, 2025, the prices of upstream raw materials for photovoltaic (PV) components are at a low, but there are signs of a turning point for PV modules and glass [31]. - By the end of 2024, China's operational energy storage projects reached a cumulative installed capacity of 137.9 GW, a year-on-year increase of 59.9% [38]. - The lithium carbonate price was reported at 73,900 yuan per ton as of March 14, 2025, showing a slight decrease from the previous week [40]. - The total number of charging infrastructure units reached 13.4514 million by the end of February 2025, reflecting a year-on-year growth of 49.07% [44].

Core Viewpoint - Australia is at the forefront of developing a new power system, with a high proportion of wind and solar power generation, reaching 28.14% in 2023. The non-interconnected nature of its grid presents significant challenges as the share of renewable energy increases [1]. Group 1: Demand Side Transformation - The demand for wind and solar energy in Australia is primarily driven by the electrification, hydrogen energy, and electric vehicle development, rather than a typical shortage of electricity seen in developing countries. The projected CAGR for electricity demand from 2024 to 2050 is approximately 1.93%, with significant growth rates of 13%, 18%, and 27% for electrification, hydrogen, and electric vehicles respectively [3][4]. - The total electricity demand in Australia for 2023 is estimated at 273 TWh, with a compound annual growth rate (CAGR) of 0.54% over the past five years. By 2030, total electricity demand is expected to reach 304 TWh, with a CAGR of 1.81% from 2024 to 2030 [5][6]. Group 2: Generation Side Characteristics - The cost of solar and storage has reached a parity point in 2024, with the levelized cost of electricity (LCOE) for solar plus storage estimated at approximately 0.056-0.086 AUD/kWh, which is lower than coal and gas costs [7]. - The proportion of renewable energy generation is expected to increase significantly, with projections indicating that by 2030, renewable energy will account for 82% of total generation, potentially exceeding 90% by 2033 [10]. Group 3: Policy Framework and Trends - The energy transition policy in Australia is accelerating, with a clear target for clean energy transformation. The actual pace of transition may exceed government expectations due to increasing regulatory demands and the need for flexible energy resources [8][9]. - The retirement of coal-fired power plants is occurring at an accelerated pace, with all coal plants expected to close by 2037, five years earlier than previous estimates [12]. Group 4: Market Characteristics - The Australian electricity market is characterized by high volatility in wholesale prices due to the lack of a capacity market and price caps. This has led to frequent negative pricing and challenges in recovering investments in coal power plants [17][18]. - The minimum demand for electricity has reached historical lows, with extreme price fluctuations becoming more common. The price cap for the wholesale market is set to increase significantly over the next few years [18]. Group 5: Investment Opportunities - The largest market growth is expected in centralized storage, with a CAGR of 42.9% from 2025 to 2030. The charging station market is projected to grow at a CAGR of 44.8% during the same period [19][20][22]. - Hydrogen energy is anticipated to become a significant market by 2030, with production expected to reach 50,000 tons, translating to a market size of approximately 39 billion AUD [21].

江苏盐城迎来又一锂电池制造项目！ 3月11日，盐城市滨海生态环境局发布信息，盐城市源之曻储能科技有限公司（以下简称：源之曻储能） 滨海县年产20GWh储能锂电池产业 制造项目 正式（一期10GWh）公示。 | 索引号 | 1132092201437496XB/2025-00164 | 组配分类 | 生态环境 | | --- | --- | --- | --- | | 发布机构 | 盐城市滨海生态环境局 | 发文日期 | 2025-03-11 | | 文号 | | 公开方式 | 主动公开 | | 公开范围 | 面向全社会 | 时效性 | 有效 | 据此前消息显示，源之曻年产20GWh储能锂电池产业制造项目一期，在今年1月3日已正式启动建设。 二期计划投资20亿元，建设自动化清扫 机器人工厂、碳捕集（CCUS）工厂等项目。 起点锂电注意到，当前江苏盐城正加快"源网荷储"一体化布局，稳步推进新型电力系统建设，加快构建清洁低碳安全高效能源体系，全力打 造"风光名城、绿能之都"。滨海作为盐城能源基地建设的主阵地，凭借政策、交通、绿电等优势，吸引了产业链上下游多家配套企业纷至沓 来，包括国电投、三峡、天能、中科融能、中嶒 ...

Investment Rating - The report does not explicitly state an investment rating for the industry or the specific company being analyzed. Core Insights - The company has successfully implemented various solutions in the data center sector, enhancing power supply reliability and energy efficiency through its EMS2.0 product model [19] - The rapid advancement of AI technology is significantly driving investments in data centers, with a notable increase in capital expenditures expected in 2025 [19] - The recent policy from the National Development and Reform Commission aims to promote the marketization of renewable energy pricing, which will directly benefit the development of microgrids [20] Summary by Sections 1. Basic Research Information - The research was conducted on March 6, 2025, focusing on the power grid equipment industry, specifically involving the company Anke Rui [13] 2. Detailed Research Institutions - Various institutions participated in the research, including Wan Na Fund, Guotai Junan, and Zheshang Securities, among others [14][15] 3. Research Institution Proportions - The report provides a breakdown of the participating institutions but does not specify their proportions [17] 4. Main Content Information - The company has developed comprehensive product solutions for data centers, including battery monitoring and intelligent power distribution management [19] - The new policy encourages microgrid participation in the electricity market, enhancing economic opportunities while presenting cost control challenges [20][21] - The need for advanced scheduling and energy management systems is emphasized due to the increasing complexity of renewable energy integration [21] - The report highlights the importance of energy storage systems in stabilizing power fluctuations and enhancing microgrid competitiveness [21][22]