Core Insights - The Chinese renewable energy sector has experienced rapid growth, with installed capacity reaching 2.017 billion kilowatts by the end of April 2023, a year-on-year increase of 58% [1] - Wind and solar power combined installed capacity has surpassed thermal power for the first time, reaching 1.53 billion kilowatts [1] - In 2024, new renewable energy installations are projected to be 373 million kilowatts, accounting for approximately 86% of total new power installations [1] - Renewable energy is expected to contribute 3.47 trillion kilowatt-hours to the total power generation in 2024, representing about 35% of the total generation [1] Industry Developments - The National Energy Administration has implemented measures to enhance the power system's capacity to absorb renewable energy, including coordinated development of power sources and networks, improving system regulation capabilities, and increasing the comprehensive carrying capacity of distribution networks [1] - The focus on building a new power system will guide local energy authorities and power companies to promote high-quality development of renewable energy and advance the green and low-carbon transition of China's energy sector [2]

Core Viewpoint - The article discusses the National Energy Administration's notification on the first batch of pilot projects for the construction of a new power system, focusing on innovative technologies and models to enhance energy efficiency and integration of renewable energy sources [1][2]. Group 1: New Power System Construction - The notification outlines seven key areas for pilot projects, including grid-based technology, system-friendly renewable energy plants, smart microgrids, synergy between computing power and electricity, virtual power plants, large-scale renewable energy delivery, and next-generation coal power [1]. - Emphasis is placed on the integration of computing power and electricity, particularly in regions with abundant energy resources, to enhance the green electricity supply for data centers [1]. Group 2: Next-Generation Coal Power - The notification encourages the development of pilot projects for existing and new coal power units that meet clean carbon reduction and efficient adjustment criteria, aligning with the "Next-Generation Coal Power Upgrade Action Plan (2025-2027)" [2]. - It highlights the need for policy reforms to support pilot projects and the importance of integrating existing coal power units with renewable energy projects [2]. Group 3: Electricity Market Development - A recent meeting in Kunming emphasized the need for a unified national electricity market, addressing new challenges and tasks in market construction and regulation [3]. - The meeting called for the continuous operation of provincial electricity spot markets and the integration of renewable energy into the market framework [3].

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, system-friendly renewable energy plants, smart microgrids, and virtual power plants [1] - Emphasis is placed on the collaboration between computing power and electricity, particularly in regions with abundant energy resources, to enhance the green electricity supply for data centers and improve energy efficiency [1] - The new generation of coal power is encouraged to meet clean carbon reduction and efficient adjustment indicators, with pilot projects supported by favorable policy environments and funding channels [2] Group 2 - A recent meeting in Kunming highlighted the need for a unified national electricity market, addressing new challenges and tasks while promoting the continuous operation of electricity spot markets across provinces [3] - The meeting also focused on enhancing regulatory capabilities and implementing innovative digital supervision practices to ensure the stable operation of the electricity market [3]

Core Viewpoint - The article discusses the National Energy Administration's notification on the first batch of pilot projects for the construction of a new power system, focusing on seven key directions to explore new technologies and models in the energy sector [6][7]. Summary by Sections Overall Requirements - The pilot projects aim to focus on cutting-edge directions in the new power system, utilizing typical projects for single-direction trials and typical cities for multi-direction comprehensive trials [7]. - The seven key directions include: grid-structured technology, system-friendly renewable power stations, smart microgrids, synergy between computing power and electricity, virtual power plants, large-scale high-proportion renewable energy delivery, and new-generation coal power [7]. Pilot Directions 1. **Grid-Structured Technology** - Focus on areas with high renewable energy integration and weak power grids, applying control technologies to enhance connection and delivery capabilities [8]. 2. **System-Friendly Renewable Power Stations** - New or renovated renewable power stations in areas with tight supply or high absorption pressure, aiming for a 10% increase in output during peak hours [9]. 3. **Smart Microgrids** - Development of smart microgrid projects to improve self-regulation and balance capabilities, increasing the self-consumption ratio of renewable energy [10]. 4. **Synergy Between Computing Power and Electricity** - Integration of data center green electricity demand with renewable resources, enhancing energy efficiency and reducing peak load demands [11]. 5. **Virtual Power Plants** - Establishment of various types of virtual power plants to aggregate distributed energy resources and enhance flexibility in power supply [12]. 6. **Large-Scale High-Proportion Renewable Energy Delivery** - Focus on regions with significant renewable energy resources, optimizing power system access and enhancing the proportion of green electricity in transmission [13]. 7. **New-Generation Coal Power** - Promotion of coal power units to meet clean carbon reduction and efficient regulation indicators, utilizing advanced technologies to lower emissions [14]. Implementation Organization - The notification outlines the process for pilot project application, evaluation, implementation, and support policies to ensure effective execution and promote innovative practices in the energy sector [12][14]. Evaluation and Promotion - The National Energy Administration will conduct comprehensive evaluations of the pilot projects, promoting advanced technologies and effective models while addressing any underperforming initiatives [15].

5月30日，莆田110千伏山柄输变电工程顺利投运，显著提升电能质量与区域供电可靠 性，为莆田市临港产业发展、地方经济建设注入强劲动力。 作为莆田"十四五"智能电网建设的重要工程和迎峰度夏项目，110千伏山柄输变电工程 本期建设50兆伏安主变2台、110千伏出线间隔2个、10千伏出线间隔28个。 图为国网莆田供电公司员工在110千伏山柄变电站进行送电操作。当天该工程成功投 运，为莆田临港产业发展注入强劲动能。（朱清霞/摄） 工程建设期间，面临着时间紧、任务重等多重挑战。国网莆田供电公司党委高标站位， 在工程建设现场设置了电网建设"临时党支部"，充分融合建设、安监等各专业技术力量，发 挥党组织战斗堡垒和党员先锋模范作用，为工程顺利推进提供了坚强的保障。支部党员带头 落实安全责任制，推进"三零"行动，强化施工现场安全管控，确保全过程安全生产稳定。该 工程不仅提前1个月投产，还先后获评国网"平安现场"、省公司"平安现场"。 在最后攻坚阶段，恰逢春雨连绵，对现场施工造成了较大的影响。为此，莆田供电公司 各专业部门与施工单位紧密配合，精心组织、统筹协调，及时解决施工中的重点难点问题， 不断优化施工方案,对设备进行多轮细致 ...

Core Viewpoint - The implementation opinions aim to deepen the management of electricity business qualifications to better support the construction of a new power system in China, enhancing the regulatory framework and service levels in the electricity market [2][3]. Group 1: Overall Requirements - The management of electricity business qualifications is crucial for market access regulation, contributing to the reform of the electricity system and ensuring production safety [2]. - The guidelines are aligned with the principles of the Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era and the decisions made by the Central Committee [3]. Group 2: Improving Institutional Norms - The management system for qualifications will be optimized to support innovation in new business models and types, exempting distributed photovoltaic, decentralized wind power, new energy storage, and smart microgrids from qualification licensing [4]. - The rights and obligations of licensed enterprises will be refined to align with the development of the new power system, ensuring compliance with industry policies and operational rules [4]. Group 3: Strengthening Supervision - New power generation units not exempt from licensing must obtain their business licenses within specified timeframes after trial operations [5]. - Transmission enterprises must apply for license changes for new or terminated operations in accordance with regulatory requirements [5][6]. - The management of supply business licenses will be conducted in a timely manner, ensuring that applications are processed within 45 working days [6]. Group 4: Enhancing Service Levels - The integration of big data and AI technologies will enhance the efficiency of the qualification management system, allowing for automatic verification of application information [8]. - A standardized process for qualification services will be implemented to ensure high efficiency and uniformity across the country, particularly for major projects [8]. Group 5: Strengthening Organizational Support - The National Energy Administration will enhance coordination with relevant departments to improve policy alignment and information sharing [10]. - Responsibilities for qualification management will be reinforced, ensuring compliance with regulations and effective oversight of licensed enterprises [10][11].

Core Viewpoint - The National Energy Administration has released implementation opinions to further deepen the management of electricity business qualifications, aiming to better serve the construction of a new power system [1] Group 1: Qualification Management Optimization - The document emphasizes the optimization of the qualification management system in the electricity sector [1] - It supports the innovation and development of new models and new business formats in the electricity field, including distributed photovoltaics, decentralized wind power, new energy storage, and smart microgrids, which will generally be exempt from electricity business licensing [1] - The document proposes to reasonably reduce the licensing levels for the installation, repair, and testing of electrical facilities and to scientifically adjust the entry conditions and standards to further stimulate the vitality of business entities [1] Group 2: Incremental Distribution Business Rights - The document ensures the licensing rights of incremental distribution enterprises, which have obtained electricity business licenses (supply category) according to the "Implementation Measures for the Division of Distribution Areas for Incremental Distribution Business" [1] - These licensed incremental distribution enterprises are entitled to investment construction and management rights of the distribution network within their designated distribution areas [1] - Related grid enterprises are required to provide grid interconnection services fairly and without discrimination according to national regulations, and other enterprises are prohibited from developing new users in the already licensed incremental distribution areas [1]

Core Viewpoint - The successful completion of the 330 kV Chengxian Substation's main transformer protection upgrade marks a significant technical breakthrough for the company and enhances the smart grid capabilities in the region [1][3][4]. Group 1: Project Overview - The upgrade project for the 330 kV Chengxian Substation involved replacing the entire protection system of two main transformers, optimizing secondary circuits, and validating complex locking logic [3]. - The project was completed in 23 days, with all abnormal operation information eliminated and the first main transformer ready for operation [1][3]. Group 2: Technical and Operational Achievements - This project was the first time the company independently undertook the protection upgrade of the 220 kV main transformer, which was previously managed by external teams [3]. - The project required meticulous planning and execution, with all processes led by the technical backbone of the team, while manufacturer technicians played a supervisory role [3]. Group 3: Employee Development and Training - The company utilized this project as a training ground for young employees, integrating hands-on practice with mentorship to enhance their skills [3]. - Employees worked over 14 hours daily, demonstrating commitment and resilience, which contributed to their professional growth [3]. Group 4: Strategic Implications - The successful upgrade signifies a key technological advancement in the core equipment maintenance sector for the regional power grid, supporting the transition to a new energy system [3][4]. - The company aims to build a versatile workforce, enhancing its capabilities to support local economic development and contribute to carbon neutrality goals [4].

Core Viewpoint - Keda Intelligent has announced a significant management team adjustment, emphasizing a strategic focus on youth management, reinforced R&D barriers, and deep engagement in digital energy business to strengthen its competitive advantage in the new power system sector [1][2]. Group 1: Management Changes - The former chairman and president Huang Mingsong has stepped down as president, succeeded by Wang Tingting, a vice president since 1985 [1]. - Three young vice presidents, Liu Wei, Zhang Jiyong, and Qin Minghui, have been promoted, along with Huang Junwei as the new financial director, indicating a shift towards a younger management team [1][2]. - The average age of the core management team has decreased, positioning Keda Intelligent among the youngest decision-making teams in A-share listed companies [1]. Group 2: Strategic Focus - The management adjustment aligns with the company's strategy of "young talent cultivation," breaking down barriers between technology and market, and integrating R&D with market demands [2]. - Keda Intelligent has consistently increased R&D investment, with annual R&D expenses exceeding 200 million yuan and nearly 40% of personnel dedicated to R&D [2]. - The company has accumulated over 140 invention patents, creating a robust patent pool that supports business growth [2]. Group 3: Business Performance - The digital energy business has seen explosive growth, generating 2.17 billion yuan in revenue, accounting for over 75% of the company's total revenue [3]. - The new vice presidents all come from the digital energy business frontline, reflecting the company's strategic emphasis on this core area [3].

2025年，该公司变电运检中心电气试验班进一步优化装置性能，新增温差阈值预警功 能，当监测点温度异常时，系统自动推送告警信息至手机APP，形成"监测—分析—处置"闭 环管理链条。截至目前，有两台装置已分别应用于110千伏永昌变、夹河变，累计监控温度 异常隐患12起，有效降低运维成本。 在积极应对迎峰度夏保供电攻坚战中，这一创新成果将展现出显著优势。1月，在110千 伏龙口变电站，布控红外测温装置通过持续监测一母电压互感器油箱温度数据，结合环境温 度变化建立动态模型，发现其电压制热型缺陷，及时进行应急处置，避免潜在的跳闸风险。 此外，太阳能供电设计不仅减少碳排放，更适应了金昌地区光照充足的地理特点，与绿色电 网建设理念高度契合。 5月21日，国网金昌供电公司变电运检中心电气试验班成功应用QC成果"布控红外测温 装置"，并在实战中持续发力，以智能化、绿色化的创新实践，为电网设备安全运行注入新 动能。 2024年，针对变电站设备测温依赖人工、效率低的痛点，该公司变电运检中心电气试验 班以QC活动为载体，成功研制出集太阳能供电、无线传输、智能分析于一体的"布控红外测 温装置"。此装置采用高效太阳能电池板结合蓄电池，实 ...