Core Viewpoint - The National Energy Administration held a press conference discussing the energy situation in 2025, focusing on energy supply during peak winter, the development of new energy storage, and the national electricity market transactions [2]. Energy Storage Development - By the end of 2025, the cumulative installed capacity of new energy storage will reach 136 million kilowatts (351 GWh), representing an 84% increase from the end of 2024 and over 40 times growth compared to the end of the 13th Five-Year Plan [3][6]. - The average storage duration will increase to 2.58 hours, up by 0.30 hours from the end of 2024 [3]. Regional Analysis - The North China region has the largest share of installed new energy storage capacity at 32.5%, followed by Northwest (28.2%) and East China (14.4%) [9]. - In the past year, North and Northwest China were the main growth areas for new energy storage, contributing 35.2% and 31.6% of the new installations, respectively [9]. Provincial Insights - Rapid development of new energy storage is observed in Xinjiang, Inner Mongolia, Yunnan, Hebei, and Shandong, with new installations of 1,023 MW, 1,003 MW, 613 MW, 569 MW, and 404 MW, respectively [11]. - The top three provinces by cumulative installed capacity are Inner Mongolia (2,026 MW), Xinjiang (1,880 MW), and Shandong (1,121 MW) [11]. Project Scale and Technology - Projects with an installed capacity of over 100 MW account for 72% of total installations, a 10 percentage point increase from 2024 [11]. - Lithium-ion battery storage remains dominant, comprising 96.1% of the installed capacity, while other technologies like compressed air and flow batteries account for 3.9% [13]. Utilization and Future Plans - The equivalent utilization hours for new energy storage are expected to reach 1,195 hours in 2025, an increase of nearly 300 hours from 2024 [15]. - The National Energy Administration plans to implement a new energy storage development plan and enhance the policy management system to support high-quality development [15]. Electricity Market Transactions - The total electricity market transaction volume is projected to reach 664 billion kilowatt-hours in 2025, a 7.4% year-on-year increase [16]. - Market-based transactions will account for 64% of total electricity consumption, up by 1.3 percentage points [16]. - Cross-provincial and cross-regional transaction volumes reached 1.59 trillion kilowatt-hours, marking an 11.6% year-on-year growth [17]. - Green electricity transactions surged to 328.5 billion kilowatt-hours, a 38.3% increase, with long-term green power agreements (PPA) reaching 60 billion kilowatt-hours [18].

数据显示，2025年全国累计完成电力市场交易电量66394亿千瓦时，同比增长7.4%，占全社会用电量比 重64.0%，同比提高1.3个百分点。从交易范围看，省内交易电量50473亿千瓦时，同比增长6.2%；跨省 跨区交易电量15921亿千瓦时，同比增长11.6%，其中跨电网经营区交易电量34亿千瓦时。从交易品种 看，中长期交易电量63522亿千瓦时；现货交易电量2872亿千瓦时。绿电交易电量3285亿千瓦时，同比 增长38.3%。 1月23日，国家能源局发布数据显示，2025年12月份，全国完成电力市场交易电量6080亿千瓦时，同比 增长6.6%。从交易范围看，省内交易电量4641亿千瓦时，同比增长5.3%；跨省跨区交易电量1439亿千 瓦时，同比增长11.3%。从交易品种看，中长期交易电量5822亿千瓦时；现货交易电量258亿千瓦时。 绿电交易电量317亿千瓦时，同比增长32.3%。 ...

1月2 3日，国家能源局发布数据显示，2 0 2 5年全国电力市场交易电量达6.6万亿千瓦时， 同比增长7 . 4%。 来源： 国家能源局微信公众号 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 编辑丨赵方婷 2 0 25年 1 2 月， 全国 完 成 电 力市 场交易 电量6080亿 千 瓦时 ， 同 比 增 长 6 . 6% 。从 交 易范 围 看，省内交易电量4641亿千瓦时，同比增长5 . 3%；跨省跨区交易电量1439亿千瓦时，同 比增长11 . 3%。从交易品种看，中长期交易电量5 8 2 2亿千瓦时；现货交易电量258亿千瓦 时。绿电交易电量3 1 7亿千瓦时，同比增长32.3%。 2 0 25年1—1 2月，全国累计完成电力市场交易电量6 6 3 9 4亿千瓦时，同比增长7 . 4%，占全 社会用电量比重6 4 . 0%，同比提高1 . 3个百分点。从交易范围看，省内交易电量5 0 4 7 3亿千 瓦时，同比增长6 . 2%；跨省跨区交易电量1 5 9 2 1亿千瓦时，同比增长11 . 6%，其中跨电网 经营区交易电量34亿千瓦时。从交易品种看，中长期交易 ...

央广网北京1月23日消息（记者韩萌）据中央广播电视总台中国之声报道，国家能源局发布，2025 年1-12月，全国累计完成电力市场交易电量66394亿千瓦时，同比增长7.4%，占全社会用电量比重 64.0%，同比提高1.3个百分点。从交易范围看，省内交易电量50473亿千瓦时，同比增长6.2%；跨省跨 区交易电量15921亿千瓦时，同比增长11.6%，其中跨电网经营区交易电量34亿千瓦时。从交易品种 看，中长期交易电量63522亿千瓦时；现货交易电量2872亿千瓦时。绿电交易电量3285亿千瓦时，同比 增长38.3%。 ...

人民财讯1月23日电，国家能源局消息，2025年12月，全国完成电力市场交易电量6080亿千瓦时，同比 增长6.6%。从交易范围看，省内交易电量4641亿千瓦时，同比增长5.3%；跨省跨区交易电量1439亿千 瓦时，同比增长11.3%。从交易品种看，中长期交易电量5822亿千瓦时；现货交易电量258亿千瓦时。 绿电交易电量317亿千瓦时，同比增长32.3%。 2025年1-12月，全国累计完成电力市场交易电量66394亿千瓦时，同比增长7.4%，占全社会用电量比重 64.0%，同比提高1.3个百分点。从交易范围看，省内交易电量50473亿千瓦时，同比增长6.2%；跨省跨 区交易电量15921亿千瓦时，同比增长11.6%，其中跨电网经营区交易电量34亿千瓦时。从交易品种 看，中长期交易电量63522亿千瓦时；现货交易电量2872亿千瓦时。绿电交易电量3285亿千瓦时，同比 增长38.3%。 ...

2025年1-12月，全国累计完成电力市场交易电量66394亿千瓦时，同比增长7.4%，占全社会用电量比重 64.0%，同比提高1.3个百分点。从交易范围看，省内交易电量50473亿千瓦时，同比增长6.2%；跨省跨 区交易电量15921亿千瓦时，同比增长11.6%，其中跨电网经营区交易电量34亿千瓦时。从交易品种 看，中长期交易电量63522亿千瓦时；现货交易电量2872亿千瓦时。绿电交易电量3285亿千瓦时，同比 增长38.3%。 本文编选自"国家能源局"微信公众号；智通财经编辑：黄晓冬。 智通财经APP获悉，1月23日，国家能源局数据显示，2025年12月，全国完成电力市场交易电量6080亿 千瓦时，同比增长6.6%。从交易范围看，省内交易电量4641亿千瓦时，同比增长5.3%；跨省跨区交易 电量1439亿千瓦时，同比增长11.3%。从交易品种看，中长期交易电量5822亿千瓦时；现货交易电量 258亿千瓦时。绿电交易电量317亿千瓦时，同比增长32.3%。 ...

Core Viewpoint - The company reported its operational performance for the power generation business for the year 2025, highlighting significant changes in generation and pricing metrics across different energy sources [1]. Group 1: Power Generation Performance - In 2025, the company's controlled enterprises achieved a total power generation of 6.627 billion kWh, representing a year-on-year increase of 13.85% [1]. - The total on-grid electricity volume was 6.515 billion kWh, also reflecting a year-on-year growth of 13.86% [1]. - The average on-grid electricity price was 0.206 yuan/kWh, which is a decrease of 6.79% compared to the previous year [1]. Group 2: Hydropower Performance - The hydropower segment generated 6.356 billion kWh, marking a year-on-year increase of 15.40% [1]. - The on-grid electricity volume for hydropower was 6.246 billion kWh, with a year-on-year growth of 15.41% [1]. - The average on-grid electricity price for hydropower was 0.195 yuan/kWh, down 4.88% from the previous year [1]. Group 3: Photovoltaic Performance - The photovoltaic segment saw a total generation of 0.271 billion kWh, which is a decrease of 13.42% year-on-year [1]. - The on-grid electricity volume for photovoltaic was 0.269 billion kWh, reflecting a decline of 13.23% compared to the previous year [1]. - The average on-grid electricity price for photovoltaic projects was 0.454 yuan/kWh (including national subsidies), which is an 8.47% decrease year-on-year [1]. Group 4: Reasons for Changes in Performance - The increase in hydropower generation and on-grid volume was attributed to the commissioning of all six units at the Yinjing Hydropower Station [2]. - The decrease in photovoltaic generation and on-grid volume was due to insufficient renewable energy consumption capacity in the project area [3]. - The reduction in average on-grid electricity prices was influenced by market-driven sales and increased competition in the electricity market [4].

Core Insights - The renewable energy sector is increasingly participating in the electricity market, with several major provinces announcing their entry into the market as of early 2025, when the pricing reform for renewable energy grid connection will take effect [1][12] - All renewable energy projects will enter the electricity market, with grid connection prices determined through market transactions, necessitating a comprehensive understanding of market frameworks and rules by renewable energy companies [1][12] - Companies are encouraged to optimize their trading volume, pricing, and contract signing while actively participating in green electricity and green certificate trading to realize environmental value [1][12] Training Overview - The training will cover various aspects of market policies, trading rules, strategies, and practical demonstrations related to medium and long-term trading, electricity spot trading, and green electricity/green certificate trading [1][12] - The training is organized by the North Polar Power Network and North Polar Power Market Network, utilizing the North Polar Learning Community as the learning platform [2][13] Training Content - The curriculum includes modules on the marketization of renewable energy grid connection prices, green electricity trading market overview, policy rules interpretation, market participants, and mechanisms [3][14] - Practical guides on participation methods, operational processes, economic benefits, and future challenges in green electricity trading will also be provided [3][14] Trainers - The training will feature experts such as Yang, who has extensive experience in electricity trading processes and has worked on green electricity trading and certificate issuance policies [5][16] - Wu, another trainer, has a strong background in electricity production processes and has been involved in market research and rule modifications [6][17] Target Audience - The training is aimed at management and related personnel from renewable energy generation, sales, and user sectors, as well as those from virtual power plants, energy storage, and load aggregators [20] Training Highlights - The training will be conducted entirely online, allowing for flexible learning and repeated access to course materials, enhancing participants' work capabilities [18] Fees and Certification - The training fee is set at 2699 yuan per person, which includes online training and electronic materials, with an option for a higher fee that includes certification [21][22]

Core Insights - The national electricity market transaction volume reached 548.4 billion kilowatt-hours in November 2025, marking a year-on-year growth of 7.0% [1] - From January to November, the cumulative electricity market transaction volume was 6,030 billion kilowatt-hours, representing a year-on-year increase of 7.6%, accounting for 63.7% of the total electricity consumption, an increase of 1.3 percentage points year-on-year [1] Transaction Scope - In November, the intra-provincial transaction volume was 424.3 billion kilowatt-hours, with a year-on-year growth of 5.7% [1] - The inter-provincial and inter-regional transaction volume was 124.1 billion kilowatt-hours, showing a year-on-year increase of 11.8% [1] - For the first eleven months, the intra-provincial transaction volume totaled 4,583 billion kilowatt-hours, up 6.3% year-on-year, while the inter-provincial and inter-regional transaction volume reached 1,447 billion kilowatt-hours, growing by 12.1% year-on-year [1] Transaction Types - In November, the medium and long-term transaction volume was 520.6 billion kilowatt-hours, while the spot transaction volume was 27.8 billion kilowatt-hours [1] - From January to November, the medium and long-term transaction volume was 5,768.7 billion kilowatt-hours, and the spot transaction volume was 261.3 billion kilowatt-hours [1]

Group 1 - The Ministry of Commerce responded that TikTok plans to establish a joint venture in the U.S., emphasizing the Chinese government's desire for a solution that aligns with Chinese laws and balances interests [1] - The National Energy Administration reported that in November, the national electricity market transaction volume reached 548.4 billion kilowatt-hours, a year-on-year increase of 7.0% [1] - In November, the total electricity consumption across the society was 835.6 billion kilowatt-hours, reflecting a year-on-year growth of 6.2% [1] Group 2 - The State Post Bureau announced that China's green transformation of express packaging is accelerating, with over 800 million recycled and reused cartons annually [1] - The first climate resource economic blue paper in China has been published, indicating a focus on climate-related economic strategies [1] - The Ministry of Market Regulation disclosed three typical cases of prominent issues in the inspection and rectification of edible vegetable oils [1]