昨日（即1月8日），国家能源局综合司公示了《新型电力系统建设能力提升试点（第一批）名单》，共有43个试点项目和10个试点城市名单。 其中储能相关项目有7个，从试点方向上来看含6个构网型技术应用，主要分布在内蒙古、浙江、安徽、云南、山西和甘肃，涉及项目单位有中能建、国电、 华能、南瑞继保、南网储能、吴起经协绿色能源科技有限公司、巨化新能源等。 | 新型电力系统建设能力提升试点项目（第一批）名单 | | | | | --- | --- | --- | --- | | -储能相关项目 | | | | | 试点名称 | 报送审位 | 项目单位 | 试点方向 | | 青海省海西州乌兰风光储联合调控系 | | 中能建数字科技集团、 海西乌兰中规绿电新能 | | | 统友好型新能源电站项目 | 青海省能源局 | 源、中能建山西省电力 | 系统友好型新能源电站 | | | | 勘测设计院 | | | 内蒙古自治区包头市国电双良园区构 | 国家能源投资集团 | 国电电力(达茂旗)新能 | 构网型技术应用 | | 网型储能项目 | 有限责任公司 | 源有限公司 | | | 浙江省衢州市龙游经济开发区共享储 | | 浙江交安能源有 ...

格隆汇1月7日｜积雪覆盖了德国的太阳能电池板，导致可再生能源产出大幅削减，并推动本周电价飙 升。在当前的寒潮中，德国约80%的太阳能电池板被积雪覆盖。北极冷空气的袭击在推高电力需求的同 时，也对可再生能源发电造成了打击。Epex Spot SE的数据显示，德国日内每小时合同电价在当天大部 分时间都保持在每兆瓦时100欧元以上。周四交付的日前价格收于每兆瓦时154欧元，创下12月初以来的 最高纪录。 ...

【文/观察者网 阮佳琪】 位于美国科罗拉多州克雷格市附近的克雷格电站（Craig Station）建于1980年，是美国西部地区规模最大的燃煤电厂之一。根据一项旨在改善落基山脉空气 质量的协议，该电站最老旧的1号机组原定于2025年12月31日关停。然而，特朗普政府的一项最新指令，硬生生把这座"年近半百"的老电站强行"返聘"了。 他还提及，克雷格一号发电机组目前已处于停机状态，要恢复发电，必须先投入数百万美元资金开展维修。而该机组的运营方、电力供应合作社三州发电输 电协会（Tri-State Generation and Transmission Association）也证实，自12月19日机组一个关键部件损坏后，克雷格一号就一直处于停运状态。 三州发电输电协会首席执行官杜安·海利（Duane Highley）表示，"作为一家非营利性合作社，除非我们能找到与区域内其他主体分摊成本的途径，否则协会 的所有会员都将不得不承担执行这项行政令所产生的费用。" 电力行业咨询公司电网战略（Grid Strategies）出具的报告显示，要维持克雷格一号发电机组运营90天，至少需要投入2000万美元；若持续运营一年，成本 ...

Core Insights - The National Energy Administration of China reported that 2.478 billion green certificates were issued in the first ten months of this year, with 1.592 billion being tradable [1] - In October alone, 370 million green certificates were issued, covering 374,100 renewable energy generation projects [1] - A total of 596 million green certificates were traded nationwide in the first ten months, including 202 million green electricity trading certificates [1] - In October, 66.7 million green certificates were traded, with 22.99 million being green electricity trading certificates [1]

Report Industry Investment Rating - Not provided in the report Core Viewpoints - The silicon market maintains a pattern of weak supply and demand, and there is still pressure on the upside of silicon prices. For industrial silicon, the production in November is expected to fall below 400,000 tons, and the overall downstream demand is weak. For polysilicon, downstream restocking willingness is limited, and there is pressure on the upside of spot prices [1]. - The investment strategy for industrial silicon is interval operation, and for polysilicon, it is to temporarily wait and see [1]. Summary by Relevant Catalogs Industrial Silicon - **Price Changes**: The average price of industrial silicon non-oxygenated 553 (East China) remained flat at 9,350 yuan/ton, and the average price of 421 (East China) decreased by 0.51% to 9,750 yuan/ton. The closing price of the futures main contract decreased by 0.22% to 8,940 yuan/ton [1]. - **Supply Side**: The southwest production area has entered the high-cost period of the dry season, with some silicon enterprises shutting down furnaces and production in late October. The silicon enterprise starting rate has significantly declined. It is expected that the industrial silicon output in November will fall below 400,000 tons [1]. - **Demand Side**: Polysilicon enterprises continue to reduce production, silicone enterprises have reached a joint production reduction mechanism, and silicon-aluminum alloy enterprises purchase on demand. The overall downstream willingness to stock up at low levels is limited [1]. - **Investment Strategy**: Interval operation [1]. Polysilicon - **Price Changes**: The price of N-type dense material remained flat at 51 yuan/kg, the price of N-type reclaimed material decreased by 0.10% to 52.25 yuan/kg. The closing price of the futures main contract decreased by 0.08% to 53,315 yuan/ton [1]. - **Supply Side**: Polysilicon enterprises maintain a production reduction trend, and some polysilicon factories may have new production capacity put into operation. It is expected that the output in November will decrease to about 120,000 tons [1]. - **Demand Side**: The polysilicon market trading is light, new transactions are few, and downstream resistance to high-priced resources is strong. The market is waiting for industry policy guidance [1]. - **Investment Strategy**: Temporarily wait and see [1]. Market Information - As of the end of October, the cumulative installed power generation capacity in the country was 3.75 billion kilowatts, a year-on-year increase of 17.3%. Among them, the installed capacity of solar power generation was 1.14 billion kilowatts, a year-on-year increase of 43.8%; the installed capacity of wind power was 0.59 billion kilowatts, a year-on-year increase of 21.4%. In the first ten months of 2025, the total new photovoltaic installation was 253GW [1]. - Recently, a 100,000-kilowatt thermal storage-type concentrated solar power project with a 900,000-kilowatt new energy photovoltaic project in Jinghe County, Bortala Mongol Autonomous Prefecture, Xinjiang is approaching full production [1].

Group 1 - The core viewpoint of the article highlights the completion of a 100,000 kW thermal storage solar power project in Xinjiang's Bortala Mongol Autonomous Prefecture, which is now entering the production phase alongside a 900,000 kW photovoltaic project [1] Group 2 - Solar thermal power generation is a renewable energy method that integrates power generation and energy storage, optimizing the power supply structure and promoting the transformation and upgrading of traditional power sources [4] - This integration enhances the level of clean energy utilization and improves the operational safety and stability of the power system [4]

Core Viewpoint - Concentrated solar power (CSP) is a renewable energy generation method that integrates power generation and energy storage, optimizing the power supply structure and promoting the transformation and upgrading of traditional power sources, thereby enhancing the level of clean energy utilization and improving the operational safety and stability of the power system [2] Group 1 - The recent project in Jinghe County, Bortala Mongol Autonomous Prefecture, Xinjiang, involves a 100,000 kW thermal storage type CSP combined with a 900,000 kW photovoltaic project, which is nearing completion [2]

Core Insights - The International Energy Agency (IEA) predicts that global renewable energy generation capacity will double by 2030, increasing by 4600 GW, with solar power accounting for nearly 80% of this growth [1][2]. Group 1: Renewable Energy Growth - By 2030, global renewable energy generation capacity is expected to double, adding 4600 GW, equivalent to the total generation capacity of China, the EU, and Japan combined [1]. - Solar photovoltaic capacity is projected to more than double, leading the growth in renewable energy due to low costs, faster approval processes, and broad social acceptance [2]. - Wind energy capacity is also expected to nearly double, reaching over 2000 GW, despite facing supply chain issues and rising costs [2]. Group 2: Policy Impact and Regional Variations - The growth forecast for global renewable energy capacity has been slightly downgraded by 5% due to policy changes in the US and China, with the US forecast reduced by nearly 50% [2][3]. - India is expected to become the second-largest growth market for renewable energy, with capacity projected to increase 2.5 times by 2030, driven by higher bidding volumes and support for rooftop solar projects [3]. - The Middle East and North Africa region saw a 25% upward revision in forecasts, primarily due to rapid solar growth in Saudi Arabia [3]. Group 3: Financial Challenges in the Industry - Major manufacturers of solar and wind energy report significant losses, with solar prices in China dropping over 60% since 2023, leading to a profit margin of -10% for the largest manufacturers [4][5]. - Despite financial challenges, renewable energy developers have maintained or increased their deployment targets for 2030, with 20% of surveyed developers raising their goals [5]. Group 4: Supply Chain and Integration Challenges - The offshore wind industry faces multiple challenges, with growth forecasts downgraded by over 25% due to policy shifts and rising costs [6]. - The supply chain for solar photovoltaic and wind turbine components is highly concentrated in a single country, raising supply chain security risks [6]. - By 2030, intermittent renewable energy is expected to supply nearly 30% of global electricity, necessitating increased flexibility and investment in grid infrastructure [6]. Group 5: Renewable Energy in Heat and Transport - The share of renewable energy in transport energy demand is projected to rise from 4% to 6% by 2030, driven by electric vehicle usage and liquid biofuels [7]. - Renewable energy is expected to account for 18% of global heat demand by 2030, up from 14%, with a 42% increase in renewable heat consumption primarily from industrial and building sectors [7].

Core Viewpoint - The Iranian government is promoting renewable energy development by allowing rural councils to collaborate with the Renewable Energy and Energy Efficiency Organization (SATBA) to obtain permits for building renewable energy power plants [1] Summary by Relevant Sections Renewable Energy Initiatives - Rural producers can sell electricity to SATBA at a guaranteed price of 38,500 rials per kilowatt-hour (approximately $0.028) and recover their initial investment within three to four years [1] - Alternatively, producers can sell renewable energy at prices exceeding 60,000 rials per kilowatt-hour (approximately $0.055) through the green electricity committee in the energy exchange [1] Government Support and Future Plans - The government plans to announce new guaranteed purchase prices for renewable energy in November [1] - The deputy minister urged municipal and rural management organizations to quickly identify funding sources and provincial capacity allocations, indicating that equipment procurement will focus on once financial resources are secured [1]

Core Viewpoint - The company reported a slight decrease in total power generation and on-grid electricity for the first three quarters of 2025, with notable growth in renewable energy sources such as solar and wind power [1][2]. Group 1: Power Generation Data - The total power generation for the first three quarters reached 93.363 billion kWh, a year-on-year decrease of 0.61% [1] - Coal power generation was 65.925 billion kWh, down 3.65% year-on-year; gas power generation was 19.334 billion kWh, remaining stable; wind power generation increased by 10.84% to 3.976 billion kWh; solar power generation surged by 82.09% to 3.203 billion kWh; hydro power generation rose by 14.45% to 0.388 billion kWh; biomass power generation increased by 8.48% to 0.0537 billion kWh [1] - The total on-grid electricity was 88.572 billion kWh, a decrease of 0.52% year-on-year [1] Group 2: Installed Capacity - The company has a controllable installed capacity of 43.1531 million kW, with 40.5593 million kW being controlling capacity and 2.5938 million kW being equity capacity [2] - Coal power controlling capacity is 20.01 million kW, accounting for 49.34%; gas power controlling capacity is 11.847 million kW, accounting for 29.21%; wind power controlling capacity is 3.895 million kW, accounting for 9.60%; solar power controlling capacity is 4.5745 million kW, accounting for 11.28% [2] - The total installed capacity for renewable energy sources (wind, hydro, solar, biomass) is 8.7023 million kW, making up 21.46% of the total [2] Group 3: New Capacity Additions - In the first three quarters of 2025, the company added 500,000 kW of wind power and 693,600 kW of solar power [2] - The company also increased coal power capacity by 60,000 kW through technical upgrades [2]