新华财经北京7月31日电（记者安娜） 国家能源局发展规划司副司长邢翼腾7月31日表示，今年上半 年，全国能源供应充足，供需总体宽松，能源结构持续优化，新型能源体系建设加快推进，助力我国经 济持续回升向好。 邢翼腾当日在国家能源局新闻发布会上说，今年上半年，全国能源形势主要有以下四个特点： 一是能源安全保障能力稳步提升。上半年，原煤生产平稳增长，规上工业原煤产量同比增长5.4%。油 气生产稳定增长，规上工业原油产量同比增长1.3%，规上工业天然气产量同比增长5.8%。扣除天数原 因，规上工业发电量日均同比增长1.3%。电力大范围优化配置能力进一步增强，陇东-山东、哈密-重庆 等特高压直流输电工程投产送电。迎峰度夏以来，有效应对15.08亿千瓦的历史最高用电负荷，全国未 实施有序用电。 二是绿色低碳转型加速推进。新能源装机保持快速增长。继3月底全国风电、太阳能发电装机历史性超 过火电后，5月底非化石能源发电装机容量占比首次突破六成。今年上半年，风电、太阳能发电新增装 机规模较去年同期翻一番。新型电力系统加快构建，组织开展新型电力系统建设第一批试点，支撑新能 源高质量发展。 三是能源消费总体保持增长。全社会用电量增 ...

Core Viewpoint - The report highlights the overall stability and growth of China's energy sector in the first half of the year, emphasizing the acceleration of green and low-carbon transitions, the increase in renewable energy capacity, and the effective measures taken to ensure electricity supply during peak summer demand [2][5][14]. Group 1: National Energy Situation - Energy supply is sufficient and overall demand is stable, with coal production increasing by 5.4% year-on-year and oil and gas production also showing growth [2][3]. - The share of non-fossil energy generation capacity surpassed 60% for the first time, with wind and solar power installations doubling compared to the same period last year [2][3]. - Electricity consumption is on the rise, with a year-on-year increase of 5.4% in June, driven by urban gas demand and a slight decrease in coal consumption [3][4]. Group 2: Renewable Energy Integration - Renewable energy installations reached 268 million kilowatts in the first half of the year, a 99.3% increase year-on-year, accounting for 91.5% of new installations [5][6]. - Renewable energy generation accounted for 39.7% of total electricity generation, with wind and solar power contributing significantly to the overall increase in electricity supply [6][7]. Group 3: New Energy Storage Development - The new energy storage capacity reached 94.91 million kilowatts, a 29% increase from the end of 2024, with significant contributions from regions like Inner Mongolia and Xinjiang [11][31]. - The utilization hours for new energy storage systems increased to approximately 570 hours, indicating improved efficiency and effectiveness in peak load management [32][33]. Group 4: Electricity Supply During Peak Summer - The maximum electricity load reached a historical high of 150.8 million kilowatts, with 19 provinces experiencing record-breaking loads [15][16]. - Measures were implemented to ensure stable electricity supply, including the addition of over 20 million kilowatts of new generating capacity and enhanced inter-provincial transmission capabilities [15][19]. Group 5: Green Certificate Market - The green certificate market saw a significant increase, with 1.371 billion certificates issued in the first half of the year, a 149% year-on-year growth [21][22]. - The trading volume of green certificates doubled, reflecting a growing recognition of renewable energy's environmental value [22].

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 月报订阅： 《中国氢能及燃料电池产业月度分析报告》 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（8月27-28日，江苏·无锡） 点此报名 添加文末微信，加 绿氢 群 30MW级纯氢燃气轮机成功发运 纯氢燃气轮机是能源领域的高端动力装备，是实现氢电转换的关键一环，具有零碳排放、单位千瓦 投资低、快速启停及响应、调节时间尺度广、调节功率范围宽、深度补偿无功、不受区位限制、建 设年限短等特点。 今年6月，国家能源局发布《关于组织开展能源领域氢能试点工作的通知》，提出 开展燃气轮机掺 氢/氨/纯氢发电试点。 "木星一号"30MW级纯氢燃气轮机已在无锡完成燃烧室部件研制、整机点 火、整机全速空载测试，是目前 全球容量最大 的纯氢燃气轮机机组。随着"木星一号"正式发运交 付并即将进入实证示范，标志着我国在燃气轮机纯氢发电方面实现了重大突破，对于解决我国新能 源弃电、助力构建新型电力系统具有重大意义。 30MW级纯氢燃气轮机氢储能示范工程所属项目 制氢规模为 ...

Core Viewpoint - The article discusses the stable recovery of electricity consumption in China during the first half of the year, driven by economic growth and various policies, with expectations for continued growth in the second half of the year and beyond [1][2][3]. Group 1: Electricity Consumption Trends - National electricity consumption reached 4.84 trillion kilowatt-hours in the first half of the year, a year-on-year increase of 3.7%, with a growth rate of 2.5% in Q1 and 4.9% in Q2 [1][2]. - The second industry showed a gradual recovery in electricity consumption, with high-tech and equipment manufacturing sectors performing better than the average manufacturing growth rate by 1.7 percentage points [2]. - The third industry saw a significant increase in electricity consumption, with a year-on-year growth of 7.1% in the first half and 9.0% in Q2, driven by policies promoting new energy vehicles and infrastructure [3]. Group 2: Power Supply and Demand Balance - The summer of this year has seen rapid growth in electricity load, with record highs in multiple regions, peaking at 1.508 billion kilowatts, an increase of 0.57 million kilowatts from last year [4]. - The overall power supply and demand are expected to remain balanced during the peak summer period, although some regions may experience short-term supply tightness [4]. Group 3: New Energy Development - The construction of a new power system is being accelerated under the "dual carbon" goals, with significant growth in renewable energy sources [5][6]. - In the first half of the year, the total installed capacity of power generation reached 3.65 billion kilowatts, a year-on-year increase of 18.7%, with wind and solar power accounting for nearly 90% of new installations [6]. Group 4: Opportunities and Challenges in the 14th Five-Year Plan - The "14th Five-Year Plan" period is crucial for advancing modernization, with increasing electricity demand driven by economic growth and the development of new industries [8][9]. - The transition to clean energy is creating challenges in integrating high proportions of renewable energy into the grid, necessitating improvements in system regulation capabilities [8][9].

中电联表示，8月份，将进入电力保供的关键期，从目前国家气候中心的预测，结合宏观经济企稳回升 的态势，迎峰度夏期间，全国电力供需总体平衡。 今年上半年国民经济运行稳中有进，全国全社会用电量4.84万亿千瓦时，同比增长3.7%；一、二季度全 社会用电量同比分别增长2.5%、4.9%。 中电联规划发展部主任张琳在发布会上回答第一财经记者提问时表示，"十五五"时期，如何更好统筹电 力安全保障和绿色低碳转型，加快构建新型电力系统，面临一系列新的机遇和挑战。预计2030年全国全 社会用电量达到13万亿千瓦时以上。电力供需平衡难度持续增加，需要加快推动新型电力系统源网荷储 全环节迭代升级，有效满足体量庞大的新增用电需求。 用电量增速平稳回升 今年上半年，我国全国全社会用电量同比增长3.7%；二季度比一季度提高2.4个百分点；分月看，用电 量增速总体平稳回升。 中电联统计与数智部主任侯文捷表示，用电量是国民经济发展的"晴雨表"，电力消费的回升，反映出上 半年我国国民经济总体稳中有进、回升向好的态势。 第二产业用电量逐季回升，促消费系列政策的逐步落地拉动部分省份工业用电量回温。高技术及装备制 造业用电表现亮眼，上半年用电量增速 ...

省领导安伟、陈星、李涛，国家电网公司党组副书记邵国勇参加会见。（记者 刘婵 张笑闻） 责任编辑： 王靖 刘宁、王凯代表省委、省政府向张智刚、庞骁刚一行表示欢迎，感谢国家电网公司在稳定经济增长、服 务经营主体、建设美丽乡村等方面给予河南的大力支持。刘宁说，当前，全省上下正深入学习贯彻习近 平总书记在河南考察时重要讲话精神，落实"四个革命、一个合作"重要要求，持续加大电网投入，加快 构建新型电力系统、建设新型能源体系，着力推进全面绿色转型，积极融入服务全国统一大市场建设， 奋力谱写中原大地推进中国式现代化新篇章。河南的高质量发展离不开电力能源的有力保障，希望国家 电网公司继续发挥资金、人才、技术等优势，进一步加大在豫投资力度，在农村和城市配电网改造升 级、打造外电入豫通道、智能化电网建设、降低用电成本、关键技术研究转化和先进电力设备制造等方 面深化合作，助推河南更好融入全国统一电力市场建设，为河南经济社会发展提供坚实能源支撑。我们 将持续营造一流营商环境，强化各类要素保障，为企业在豫发展提供更优服务、创造良好条件。 张智刚、庞骁刚感谢河南省委、省政府长期以来对国家电网公司工作的关心支持。张智刚表示，河南是 人口大 ...

Core Viewpoint - The recent publication of two international standards for high voltage direct current (HVDC) switchgear, led by China, establishes unified technical specifications for HVDC circuit breakers and converters, enhancing global trade and cooperation in HVDC technology [1] Group 1: International Standards - The two international standards are titled "High Voltage Switchgear and Controlgear Part 313: DC Circuit Breakers" and "High Voltage Switchgear and Controlgear Part 315: DC Disconnectors" [1] - These standards define the technical requirements and testing methods for HVDC circuit breakers and converters, providing a framework for global HVDC switchgear [1] Group 2: Importance of HVDC Technology - HVDC switchgear is a critical component in the construction of new power systems, ensuring safe and stable operation while facilitating large-scale integration of renewable energy and cross-regional transmission [1] - The development of these standards supports the creation of a clean, low-carbon, and efficient energy system [1] Group 3: China's Leadership in HVDC - China has accumulated significant research and engineering experience in the HVDC field through major projects such as the Zhangbei Flexible DC Project and the Baihetan-Jiangsu UHVDC Project [1] - The release of these international standards reinforces China's global leadership in HVDC transmission technology and equipment [1] Group 4: Collaborative Efforts - The standards were developed over five years by a working group led by Chinese experts, including contributions from experts from nine other countries: Germany, the United States, France, Italy, Japan, Norway, and Spain [1]

Investment Rating - The report maintains an "Overweight" rating for the vanadium battery sector within the electric equipment and new energy industry [2]. Core Insights - China is focusing on building a new power system dominated by renewable energy, with the share of solar and wind power generation capacity reaching 42.0% by the end of 2024, up 6.0 percentage points from 2023 [5][45]. - The vanadium battery market is expected to grow significantly, with the total market size projected to reach approximately 23.1 billion yuan in 2024 and 144.6 billion yuan by 2026, indicating substantial growth potential [5][65]. - The report highlights the importance of new energy storage systems, particularly vanadium batteries, in stabilizing power supply and enhancing grid acceptance of renewable energy [5][56]. Summary by Sections 1. Vanadium Battery Industry Overview - China has achieved self-sufficiency in the vanadium redox battery industry, with a focus on large-scale, long-duration energy storage [12][32]. - The vanadium battery industry is characterized by its high safety requirements and suitability for large-scale applications [32]. - The industry chain includes upstream raw material suppliers, midstream technology developers, and downstream application sectors [18][22]. 2. Demand Growth from New Energy Sector - The rapid development of China's new energy sector is driving demand for vanadium battery storage solutions [40]. - The new power system construction is progressing in phases, with renewable energy becoming the main source of incremental power generation [40]. - The installed capacity of solar and wind power continues to grow, with significant increases in new installations in 2024 [50][51]. 3. Market Potential and Future Projections - The vanadium battery storage market is expected to see a tenfold increase in installed capacity in 2024, reaching 0.81 GW/3.23 GWh [17]. - The report anticipates that by 2025, the vanadium battery industry will enter a peak delivery phase, with a total planned capacity of 3 GW by 2026 [5][65]. - The penetration rate of vanadium batteries in new energy storage projects is expected to rise significantly due to technological advancements and market recognition [5][65]. 4. Key Companies in the Vanadium Battery Sector - Major players in the vanadium battery supply chain include upstream vanadium suppliers and midstream manufacturers of vanadium electrolytes and battery systems [37][38]. - Companies like Dalian Rongke and Beijing PUNENG are leading in the development and application of vanadium battery technologies [38][39]. - The report emphasizes the importance of collaboration among companies across the supply chain to enhance competitiveness and drive innovation [22][29].

2030年新能源装机有望突破30亿千瓦 ——国网能源研究院发布《中国新能源发电分析报告2025》 当前，我国新能源装机已超越煤电，跃居全国第一大电源，新能源从"生力军"蜕变为"主力军"的时代已 全面开启。 7月下旬，国网能源研究院发布的《中国新能源发电分析报告2025》（以下简称《报告》）对我们新能 源发展做出预测，到2030年，新能源装机规模有望突破30亿千瓦，将在现有基础上实现翻番。 规模引领与结构优化并举 过去一年，我国新能源产业在装机规模与发电量上实现了双突破，展现出强劲的发展势头。2024年，我 国新能源新增装机高达3.6亿千瓦，占全国新增电源装机的83%，风电、太阳能发电装机规模分别已连 续15年、10年稳居全球首位，占全球比重分别约45.8%和46.9%。 装机规模的跨越式增长，同步带动发电量的跃升。《报告》显示，2024年，我国新能源发电量达1.84万 亿千瓦时，同比增长25%，对全国发电量增长的贡献率突破60%，占总发电量的比重升至18.5%，标志 着新能源已成为实质性的电量增量主体。 系列成果的背后，是地方层面新能源应用的深度推进。据国网能源研究院数据，青海、甘肃、河北等25 个省份新能源 ...

2025年7月28日，国网电科院（南瑞集团）首批"十年磨剑"研究团队、行业战队和新兴业务特遣队(简 称"三队"）成立，这是南瑞深化国企改革的重要探索实践。 南瑞承担的甘肃民勤共享储能电站项目 南瑞研发人员在系统保护实验室开展工作 为全力打造"第二增长曲线"，对外求增益拓展发展空间，对内做减熵优化系统效能，以技术为乘数放 大核心竞争力，以变革为除数破除发展瓶颈，推动电网系统外业务和新兴业务规模化突破，南瑞组建了 行业战队和新兴业务特遣队。战队和特遣队的组建打造了以去行政化为核心的跨功能组织团队，将有效 推动体系化业务拓展。目前，南瑞已首批成立两支能源行业战队，以及新型储能、新型微网与园区业务 两支新兴业务特遣队。 历经五十年多年发展，南瑞靠着"吃改革饭、走开放路、打创新牌"，成就了一部壮丽的创新创业史。 现阶段的改革工作既是对南瑞改革精神的传承，也对企业未来的擘画，吹响了改革再出发的号角。南瑞 将以深化改革推动高质量发展，奋力实现"再次创业、再创辉煌"，全面书写支撑能源电力转型和经济社 会高质量发展的新篇章。 【责任编辑：王少晨 】 国网电科院（南瑞集团）落实国家电网公司"四力"（传递压力、增强活力、加大吸引力 ...