中新网西宁7月11日电(祁增蓓)记者11日从青海省人民政府新闻办公室召开的"全面深化改革 推进高质量 发展"系列新闻发布会西宁专场获悉，随着对内对外开放的不断深入，西宁的特色产品成为国内外的热 销品，2025年前五个月，西宁市已与全球75个国家和地区实现贸易往来。 西宁是青藏高原最大的城市。立足自身在"一带一路"中承东启西、连南接北的战略要地优势，西宁市加 强与其他国家、地区的友好合作。 图为新闻 发布会现场。 祁增蓓摄 作为全省人才、科技等资源最集聚的地区，西宁市结合科创中国试点城市建设，高效整合创新平台和人 才，建立协同高效的关键核心技术集中攻关体制，健全完善"揭榜挂帅"等制度，构建创新型企业梯度培 养体系，全力打造青藏高原"科创中心"，2024年跻身中国城市创新能力百强行列。 西宁市城中区香水书院前的"汉服雪豹"。 马铭言摄 据介绍，围绕产业"四地"中心城市建设，西宁市发挥中国科学院青海盐湖所和高等院校、科研机构相对 集中的优势，建成盐湖知识产权运营中心、人工智能测试等创新平台。同时，系统谋划推进"源网荷 资料图为 资料图为 储"一体化新型电力系统，全省首个"源网荷储"低压交直流融合示范台区投入运行，大 ...

中国发展网讯 近日，四川省发展改革委党组成员、省能源局局长邓超带队赴四川天府新区、成都东部 新区，下沉督导推进第十二届世界运动会电力供应保障工作。邓超一行重点调研了世运会开、闭幕式举 办场地天府国际会议中心、成都世界园艺博览会主会场以及智慧保电前线指挥所，实地督导数智保供管 控平台以及微网保障项目建设进度，并对组织开展保供演练、加快推动电力保障方案落地实施等方面提 出工作要求。 邓超强调，要深入学习贯彻习近平总书记重要指示精神，认真落实"简约、安全、精彩"办赛要求，加快 构建"源网荷储"协同、应急保障有力、科技精准赋能的全方位保电体系，为世运会顺利举办提供坚强电 力支撑。一是狠抓电力设施建设质量。要严格把控电力设施设备安装全流程质量关，确保所有电力设施 于世运会开幕前高标准、高质量完成投产。要提前谋划电网安全改造建设工作，科学制定实施计划，坚 决避免对赛事保电造成影响。同时，强化重点线路工程交叉点位安全监管，筑牢电力安全防线。二是强 化风险防控与应急准备。要系统梳理极端天气时段用电保障薄弱环节，建立问题清单、责任清单，逐项 落实排查整改。完善各类应急预案，常态化开展实战演练，提升应急响应和处置能力，确保极端情 ...

文 | 浙江省能源局 7月9日，浙江省能源局下发《关于开展2025年度新型储能项目建设计划动态调整的通知》，对 2025年度新型储能项目建设计划开展年中动态调整。 通知指出，请各市统筹区域电网运行与新能源消纳等情况，研究报送本区域新型储能项目清单调 整建议，调整包括项目增补、调减及变更。范围涵盖电源侧、电网侧、用户侧储能项目。 一、电网侧储能项目 建设规模原则上不小于5万千瓦/10万千瓦时，按照"总量控制、退一补一"原则报送，即"各设区 市申报增补的装机容量不得超过申请调减的装机容量"。已纳入国家级科技攻关计划的项目，无 需满足上述要求。 二、 电源侧储能项目 联合火电机组调频的项目，原则上单体功率不低于1.8万千瓦，综合调节性能指标Kpd 值不低于 0.9;新能源侧项目建设规模和技术特征由业主结合实际需求自行确定。 三、5MW以上用户侧储能项目 为进一步贯彻落实"放管服"改革精神， 省能源局 不再对5MW及以上的用户侧项目进行年度建设 计划管理 ，后续视情对各设区市进行年度建设规模管理， 授权设区市能源主管部门按照《浙江 省新型储能项目管理办法(试行)》要求，加强用户侧储能项目管理，编制用户侧储能项目建设计 ...

Investment Rating - The report maintains a "Positive" investment rating for the power equipment industry [4] Core Insights - The dual carbon strategy emphasizes the coexistence of highly clean power generation and highly electrified power consumption, with the grid serving as a crucial link between the two [4][7] - The development of ultra-high voltage (UHV) technology is essential for achieving carbon neutrality, but progress has been slower than expected [4][8] - The distribution network is critical for renewable energy consumption, yet investment during the 14th Five-Year Plan period has fallen short of expectations [4][39] Summary by Sections Ultra-High Voltage (UHV) - UHV is a key component of the dual carbon strategy, with a planned investment of 380 billion yuan for over 30,000 kilometers of lines and a capacity of 340 million kilovolt-amperes [8] - The actual progress of UHV projects has been below expectations, with only eight projects likely to be completed by 2025 [16][18] - The shift towards flexible direct current technology is noted, as it allows for higher proportions of renewable energy to be transmitted [22][24] Distribution Network - The distribution network's role has evolved significantly post-dual carbon strategy, requiring upgrades to accommodate distributed energy resources [39][40] - Despite a consensus on the need for increased investment in the distribution network, actual investment levels have been lower than anticipated during the 14th Five-Year Plan [47] - The rapid growth of distributed solar power has led to challenges in the capacity of the distribution network, necessitating further enhancements [50]

Core Viewpoint - Inner Mongolia has become the first province in China to respond to the national green electricity direct connection policy, optimizing its integrated source-grid-load-storage project application requirements, which serves as a significant reference for other provinces [1][2]. Group 1: Policy Development - The Inner Mongolia Energy Bureau has been proactive in energy reform, issuing guidelines and implementation details for integrated source-grid-load-storage projects since 2021, with the latest revision in November 2023 [2][3]. - The revised guidelines clarify project definitions, application subjects, new load requirements, energy storage configurations, and fee collection standards [3][4]. Group 2: Project Requirements - New load projects are allowed to include green replacement projects and must have an annual electricity consumption of at least 300 million kWh [3]. - Energy storage must be configured at a minimum of 15% of the new energy scale (4 hours), or possess equivalent peak regulation capabilities [3]. - The approval process for projects follows a "mature one, approve one" principle, with 28 integrated projects approved to date, totaling 11.76 million kW of new energy capacity [3][4]. Group 3: Optimizations in Notification - The notification considers Inner Mongolia's wind and solar resource advantages and allows for adjustments in project investment subject requirements, storage scale, and approval processes [4][5]. - The requirement for new load annual electricity consumption has been adjusted to a minimum of 50,000 kW for centralized new energy projects, while the self-consumption ratio for new energy is set at no less than 90% [5][6]. Group 4: Future Developments - The notification also promotes the development of green power supply in industrial parks and integrated wind-solar-hydrogen projects, with over 200 similar projects already applied for [6]. - Future green electricity direct connection projects are expected to play a crucial role in virtual power plants, integrating self-supply, purchasing from power plants, and market trading [6].

Group 1 - The Yangming Lake "near-zero carbon" service area photovoltaic power generation project has successfully connected to the grid, marking Jiangxi's first "near-zero carbon" service area photovoltaic project [1] - The project, located at the Yangming Lake service area of the Suichuan to Dayu Expressway, has a total installed capacity of 5.05 MW and is expected to generate 5 million kilowatt-hours annually, covering 100% of the service area's operational electricity needs with green energy [1] - The project aims to reduce carbon dioxide emissions by 4,985 tons and save 2,000 tons of standard coal annually, showcasing its environmental benefits [1] Group 2 - The project incorporates an integrated solution of "photovoltaic storage charging operation," utilizing various space resources to build a collaborative system of "photovoltaic + storage + charging piles + smart energy platform" [1] - An integrated energy management system is deployed to monitor and control the generation, consumption, and storage of energy in real-time, enhancing green energy utilization and reducing operational costs [1] - Jiangxi Provincial Transportation Investment New Energy Group plans to continue promoting typical scenarios of "energy integration" to expand green energy applications and contribute to the creation of a "zero-carbon highway, green travel" model [2]

证券代码：301162 证券简称：国能日新 国能日新科技股份有限公司 投资者关系活动记录表 编号：2025-010 答：根据国家能源局发布的最新数据，2025年1-5月份光伏新增装机规 模达197.85GW，同比增速近150%；风电新增装机规模达46.28GW，同 比增速134%。依据全国能源工作会议精神，全年新能源装机规模的发 展将维持良好运行态势。整体而言，新能源新增装机市场的持续扩容将 使得公司功率预测、并网控制等传统产品具备较高的市场景气度。此外， 公司坚持通过技术创新、提升服务运维质量及具有性价比的产品价格， 持续提升在存量市场的替换力度，积极推进公司在新能源服务规模方面 的提升。 5、在电力交易领域，公司如何对售电公司主体进行赋能？ 答：伴随着我国电力现货市场的持续深化运行，传统的售电公司在运营 过程中即将面临诸如市场交易规则、价格波动、交易主体多元化、用户 2 | | 用电行为改变等诸多挑战，行业竞争加剧使得运营能力较弱的售电公司 | | | | --- | --- | --- | --- | | | 生存空间持续收窄，售电行业将迎来洗牌。面对当前售电公司所面临的 | | | | | 诸多痛点， ...

Core Viewpoint - Zhuhai Kangjin Electric Co., Ltd. is planning to go public in Hong Kong, aiming to leverage its position as a leading provider of integrated power equipment and smart energy management solutions in response to China's shift towards a renewable energy-driven power system [1] Company Overview - Established in 2006, Kangjin Electric focuses on technology-driven integrated power equipment and smart energy management solutions, developing a "source-network-load-storage" integrated platform [1] - The company ranks third in the ring network cabinet sales in China, holding a 4.4% market share according to Frost & Sullivan [1] Business Segments - The company operates in two main segments: smart distribution network equipment and smart renewable energy business solutions [2] - The smart distribution network equipment segment includes ring network cabinets, transformers, low and high voltage complete equipment, pole-mounted switches, and distribution automation terminal equipment [2] - The smart renewable energy business solutions segment encompasses smart energy storage, smart charging systems, and comprehensive energy projects with energy management platforms [2] Financial Performance - Revenue for 2022, 2023, and 2024 is projected to be RMB 638 million, RMB 824 million, and RMB 969 million respectively [2] - Gross profit for the same years is expected to be RMB 186 million, RMB 230 million, and RMB 246 million, with corresponding gross margins of 29.1%, 27.9%, and 25.4%, indicating a declining trend [2] - Net profit for 2022 and 2023 is reported at RMB 517.8 million and RMB 562.5 million, with a significant drop to RMB 383.4 million in 2024, reflecting a decrease of 31.9% [2] Intellectual Property - The company has over 1,400 employees, with approximately 17.1% being R&D and technical engineers [2] - It has obtained 194 intellectual property certificates, including 111 patents in China, 6 trademarks, 73 software copyrights, and 1 patent in the Netherlands [2]

康晋电气成立于2006年，是一家科技驱动的一体化电力设备提供商及智能能源管理解决方案提供商。公 司已开发极具竞争力的"源网荷储"一体化平台，拥有全面的电力系统全生命周期产品覆盖能力。根据弗 若斯特沙利文报告，以2024年环网柜销售收入计，康晋电气排名第三，在中国市场占4.4%的市场份 额。公司是环网柜领域的领先企业，与竞争对手相比，公司拥有超过十项固体、环保、常压环网柜的发 明专利，为中国环网柜市场中专利数量最多的公司之一。 康晋电气在招股书中披露了几项主要风险因素：首先，公司经营的行业竞争日益激烈，来自本地及全球 的竞争对手可能对业务带来重大不利影响；其次，若未能持续优化技术、不断开发改良产品及扩大产品 组合，可能对竞争地位造成不利影响；第三，产品质量或性能问题可能导致产生大笔保修费用，影响客 户购买意愿；第四，公司面临与延迟付款和客户违约相关的信用风险；第五，未来增长与盈利能力可能 因市场状况及产品服务需求波动受到影响。 截至2024年12月31日，康晋电气拥有超过1,800名客户，其中超过300名客户与公司合作超过三年。2022 年至2024年，公司五大客户的收入合计占同期总收入的比例分别为53.2%、 ...

Q&A 国能日新 20250625 摘要 新能源政策驱动功率预测需求：136 号文要求新能源电量原则上全部进 入电力市场，显著提升了对功率预测精度的要求，推动电站端对功率预 测和电力交易产品的需求。 分布式光伏"四可"改造提速：各省陆续出台政策，要求存量分布式光 伏完成"四可"改造，具备调度直采等能力，为公司功率预测业务提供 新的增长引擎。 电力市场化改革深化：2024 年市场化交易电量占比达 62.72%，非中 长期交易电量增长，电力现货市场建设加速，利好公司电力交易辅助决 策系统。 市场份额领先及客户高粘性：公司在新能源发电功率预测市场份额领先， 2019 年平均市场份额约为 20%，服务新能源场站数量达 4,345 家，功 率预测业务续费率在 95%以上。 技术优势显著：公司功率预测精度高，在国网组织的功率预测企业横向 对比和打分评比中多次名列前茅，尤其在风电功率预测领域优势显著。 在当前政策驱动下，分布式光伏功率预测系统需求呈现何种趋势？ 在政策驱动下，分布式光伏功率预测系统需求正日益成为刚性需求。根据去年 发布的《光伏发电系统接入配电网技术规定》国标，10 千伏以上光伏发电站需 满足功率预测准确率要 ...