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关于举办源网荷储及微电网投资建设培训的通知 各企事业单位： 源网荷储一体化发展是电力行业坚持系统观念的内在要求，是实现电力系统高质量发展的 客观需要，是提升可再生能源开发消纳水平和非化石能源消费比重的必然选择，对于促进 我国能源转型和经济社会发展具有重要意义。 微电网具有自平衡、自安全、小微化、绿色化、数智化、共享化等特征，建设微电网对新 型电力系统的安全稳定、经济高效、绿色低碳发展具有重要意义。《中共中央关于制定国 民经济和社会发展第十五个五年规划的建议》提出："加快智能电网和微电网建设。"这是 党中央针对提升电力系统安全发展能力和能源保障水平作出的重要部署。同时，国家明确 引导工业企业和园区推进工业绿色微电网建设与应用，扩大工业领域绿电应用，促进工业 重点行业领域节能降碳。 二、组织机构 主办单位：《中国能源报》社有限公司 学术支持：中国能源经济研究院 三、培训对象 1 . 各大型能源集团；电力公司；发电集团；地方能源集团；地方电力集团、重点园区、 工厂及各类型用能机构； 2 . 新能源企业（风电、光伏、储能等）、电力设计院、源网荷储一体化设计单位； 3 . 用能企业、环保节能企业、综合能源服务企业、设备 ...

近年来，随着全球经济增长趋缓，贸易战、科技角逐与地缘政治，让产业重塑中的能源转型与可持续发 展在复杂挑战中，前行曲折。欧洲设置绿色贸易壁垒，美国能源政策摇摆不定，不时"退群"可持续发展 领域。在中国市场，作为新型能源体系"主力军"的光伏新能源产业，在高光中，也面临长周期深度调 整、绿色贸易壁垒以及数字化转型等一系列新挑战。 产业转型变革的"深水区"，如何持续推进绿色低碳发展，冲破行业内卷桎梏，构建核心竞争力，探索出 可持续发展的新路径？ 作为电力能源综合解决方案服务商，正泰集团深耕电力能源产业40多年，依托"发电、储电、输电、变 电、配电、售电、用电"全产业链能力，不断探索创新"源网荷储"一体化服务和应用，推进绿色化、智 能化和数字化协同发展。从城市到乡村，从园区到田野，从沙漠治理到海洋开发，以科技创新，融合多 场景产业实践和价值共创共享，让中国绿色智能迈向全球，助力能源转型和可持续发展。这家民营企 业，正在成为能源电力行业绿色低碳、高质量发展的创新样本。 在山东省临沂市东水湖崖村，一排排光伏发电板整齐铺设在农家屋顶之上，与村庄院落和田野相映成 景。阳光照耀下，深蓝色的光伏组件持续将光能转化为电能，经过逆变器 ...

Core Viewpoint - Qingdao Teread Electric Co., Ltd. has submitted its prospectus to the Hong Kong Stock Exchange, signaling a new chapter in capital operations after over a decade in the A-share market, with a focus on international expansion and enhancing core equipment capabilities in the new power system [1] Group 1: Business Structure and Growth - The company has established a dual-driven growth model centered on high-voltage prefabricated substations and electric vehicle charging networks, positioning itself as the largest manufacturer of high-voltage prefabricated substations globally and one of China's largest electric vehicle charging equipment manufacturers [2] - In 2023, the company achieved a revenue of approximately 12.691 billion yuan, projected to increase to 15.374 billion yuan in 2024, representing a year-on-year growth of 21.1%, while net profit is expected to rise from 527 million yuan to 939 million yuan, a growth of 78.3% [2] Group 2: Industry Environment - The global energy structure transformation and power system upgrades provide significant opportunities for the prefabricated substation business, with a projected compound annual growth rate of over 27% in the global prefabricated substation market from 2020 to 2024 [3] - China has become the largest market for electric vehicles, with the charging network evolving from a basic infrastructure to an energy regulation node, benefiting the company through its advanced charging technology and platform operations [3] Group 3: Strategic Intent and International Expansion - The company plans to use the funds raised to develop high-voltage AC/DC prefabricated substations for data center power supply, enhance technical research capabilities, and establish a global operations center, focusing on integrated solutions for artificial intelligence data centers [4] - The company has already sold products to over 60 countries and regions, establishing a marketing and service network in areas such as the Middle East and Southeast Asia, which will enhance brand recognition and facilitate future overseas projects [5]

Core Insights - Jiangsu Yancheng Binhai County Government and CATL signed an investment agreement to establish a green battery manufacturing base, marking the first project from their strategic cooperation initiated in September 2025 [2][6] Group 1: Project Overview - The project will include two main components: the construction of CATL's first "high proportion of green electricity application grid-connected green electricity direct connection system" to significantly reduce carbon emissions during production [2][6] - The base will also create a demonstration production line for export products that meets both "zero-carbon factory" and "lighthouse factory" standards, primarily targeting overseas markets [2][6] Group 2: Location and Resources - The project is located in Yancheng Binhai County, leveraging the area's abundant offshore wind and solar resources [2][6] - Yancheng is recognized as a key hub for renewable energy in Jiangsu, with a projected renewable energy installed capacity exceeding 20 GW by 2025, providing substantial green electricity supply capabilities [2][6] Group 3: Future Plans - The parties plan to use the base as a core to develop a national-level zero-carbon industrial park, attracting upstream and downstream companies in battery materials, structural components, and recycling [3][7] - They will explore integrated operations of "source-grid-load-storage" to enhance green electricity consumption efficiency [3][7] - Although specific investment amounts and production capacities were not disclosed, the project is positioned as a significant export manufacturing node for CATL in East China, with future products likely to supply the European market [3][7]

Core Viewpoint - The integrated development of source-grid-load-storage is essential for the high-quality development of the power system and is a necessary choice for enhancing the consumption of renewable energy and non-fossil energy [2] Group 1: Training Overview - The training on source-grid-load-storage and microgrid investment construction is organized by China Energy News and aims to deepen understanding of related issues [2][3] - The training will take place from March 6 to 7 in Hangzhou [3] Group 2: Target Audience - The training is aimed at large energy groups, power companies, generation groups, local energy groups, key parks, factories, and various energy-consuming institutions [3] - It also targets new energy enterprises (wind, solar, storage), power design institutes, and integrated design units [3] Group 3: Course Modules - The training will cover policy interpretation, current development status, application scenarios, technical analysis, and project profitability models related to source-grid-load-storage and microgrids [3][4] Group 4: Development Directions - The training will discuss the differences and connections between green electricity direct connection and source-grid-load-storage [4] - It will also cover the application of microgrids in zero-carbon parks and provide guidelines for industrial green microgrid construction [4] Group 5: Fees and Payment - The training fee is set at 3,900 yuan per person, which includes the training fee, while transportation and accommodation are self-managed [4] - Payment can be made via bank transfer, and on-site payment will not be accepted [4]

Core Viewpoint - The integrated development of source-grid-load-storage is essential for the high-quality development of the power system and is a necessary choice for enhancing the consumption of renewable energy and non-fossil energy [2] Group 1: Training Overview - The training on source-grid-load-storage and microgrid investment construction is organized by China Energy News and aims to deepen understanding of related issues [2][3] - The training will take place from March 6 to 7 in Hangzhou [3] Group 2: Target Audience - The training is aimed at large energy groups, power companies, generation groups, local energy groups, key parks, factories, and various energy-consuming institutions [3] - It also targets new energy enterprises (wind, solar, storage), power design institutes, and integrated design units [3] Group 3: Course Modules - The training will cover policy interpretation, current development status, application scenarios, technical analysis, and profit models related to source-grid-load-storage and microgrids [3][4] - Specific topics include the distinction and connection between green electricity direct connection and source-grid-load-storage, applications of microgrids in zero-carbon parks, and guidelines for industrial green microgrid construction [4] Group 4: Training Fees - The training fee is set at 3,900 yuan per person, which includes the training cost, while transportation and accommodation are self-managed [4]

Core Viewpoint - The integrated development of source-grid-load-storage is essential for the high-quality development of the power system and is a necessary choice for enhancing the consumption of renewable energy and non-fossil energy [2] Group 1: Training Overview - The training on source-grid-load-storage and microgrid investment construction is organized by China Energy News and aims to deepen understanding of related issues [2][3] - The training will take place from March 6 to 7 in Hangzhou [3] Group 2: Target Audience - The training is aimed at large energy groups, power companies, generation groups, local energy groups, key parks, factories, and various energy-consuming institutions [3] - It also targets new energy companies (wind, solar, storage), power design institutes, and integrated design units [3] Group 3: Course Modules - The training will cover policy interpretation, current development status, application scenarios, technical analysis, and profit models related to source-grid-load-storage and microgrids [3][4] Group 4: Development Directions - The training will discuss the differences and connections between green electricity direct connection and source-grid-load-storage [4] - It will also cover the application of microgrids in zero-carbon parks and provide guidelines for industrial green microgrid construction [4] Group 5: Fees and Payment - The training fee is set at 3,900 yuan per person, which includes the training fee, while transportation and accommodation are self-catered [4] - Payment can be made via bank transfer, and on-site payment will not be accepted [4]

Core Viewpoint - The integrated development of source-grid-load-storage is essential for the high-quality development of the power system and is a necessary choice for enhancing the consumption of renewable energy and non-fossil energy [2] Group 1: Training Overview - The training on source-grid-load-storage and microgrid investment construction is organized by China Energy News and aims to deepen understanding of related issues [2][3] - The training will take place from March 6 to 7 in Hangzhou [3] Group 2: Target Audience - The training is aimed at large energy groups, power companies, generation groups, local energy groups, key parks, factories, and various energy-consuming institutions [3] - It also targets new energy enterprises (wind, solar, storage), power design institutes, and integrated design units [3] Group 3: Course Modules - The training will cover policy interpretation, current development status, application scenarios, technical analysis, and profit models related to source-grid-load-storage and microgrids [3][4] Group 4: Development Directions - The training will discuss the differences and connections between green electricity direct connection and source-grid-load-storage [4] - It will also cover the application of microgrids in zero-carbon parks and provide guidelines for industrial green microgrid construction [4] Group 5: Fees and Payment - The training fee is set at 3,900 yuan per person, which includes the training fee, while transportation and accommodation are self-catered [4] - Payment can be made via bank transfer, and on-site payment will not be accepted [4]

Core Viewpoint - The company is adjusting its related party transactions and advancing green technology research and carbon neutrality transformation. Group 1: Related Party Transactions - The company’s board approved an adjustment to the expected daily related party transactions for 2026, totaling 15.307 billion yuan, with the proposal submitted for shareholder review on February 11, 2026 [2]. Group 2: Project Advancement - The board has approved plans for technological upgrades, equipment renewal, technological innovation, and information technology projects aimed at enhancing production efficiency and facilitating low-carbon transformation, which may impact the company's medium to long-term competitiveness [3]. Group 3: Product Development Progress - The company is promoting the large-scale application of mercury-free PVC catalytic technology and is collaborating with research institutions to prepare for pilot testing of carbon dioxide hydrogenation to aviation kerosene technology, which could become a future business highlight [4]. Group 4: Industry Policy and Environment - The cancellation of the PVC export tax rebate policy in April 2026 is noted, with the company stating that its PVC export proportion is limited, and the overall impact is manageable, though industry supply and demand changes should be monitored [5]. Group 5: Future Development - The company is continuously exploring hydrogen coupling and green electricity substitution paths, with a 300MW photovoltaic project already in operation and ongoing research into energy storage technology to build an integrated "source-grid-load-storage" system [6].