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粤电力A:公司在建气电项目约294.2万千瓦,其中2026年预计投产约97万千瓦
Mei Ri Jing Ji Xin Wen· 2025-12-23 00:59
(记者 王晓波) 粤电力A(000539.SZ)12月23日在投资者互动平台表示,截至2025年三季度,公司拥有气电控股装机 容量1184.7万千瓦,根据广东省关于气电容量电价的有关规定,目前234万千瓦气电机组容量电价为每 年每千瓦165元,950.7万千瓦气电机组容量电价为每年每千瓦264元。公司在建气电项目约294.2万千 瓦,其中2026年预计投产约97万千瓦,机组容量电价预计为每年每千瓦264元,但实际项目投产及容量 电价获取情况仍需视项目投资建设进度及相关规定而定,存在一定不确定性。 每经AI快讯,有投资者在投资者互动平台提问:随着广东新能源装机容量的持续增加,电力调峰深度 将更加明显。公司现役机组类型中,气电占比很高,这部分气电机组调峰灵活性相比火电要好。请问公 司气电机组明年投产容量是多少? 广东气电容量电价新规中,不同机型享受不同的容量电价(从165到 396分四个等级),请问公司能否告知截至目前,公司现役气电机组、享受不同等级容量电价对应的气 电机组容量分别有多少?明年投产的气电机组是否能享受"396"容量电价? ...
河北独立储能新政发布!不再组织配建/共享储能转独立工作
Core Viewpoint - The document emphasizes the acceleration of independent energy storage project construction to enhance power regulation and renewable energy consumption capacity in Hebei Province [4][6]. Group 1: Project Acceleration - Cities are instructed to guide construction units to expedite the remaining module construction for independent energy storage projects listed in the 2022 grid-side project list that have not yet fully connected to the grid [6]. - Ongoing projects must be pushed to ensure completion and grid connection within the approved timelines to better facilitate power regulation and promote renewable energy consumption [6]. - For projects in the planning stage, cities should assist construction units in expediting preliminary work and securing project access permits to enable early commencement and operation [6]. Group 2: Planning and Management - Energy storage facilities with a capacity of 100,000 kW or more that have completed EPC bidding, land procedures, and grid access procedures can apply for management under the independent energy storage project framework [6]. - The application must include various documentation such as project initial design reports, land use certificates, grid access approvals, and procurement contracts, to be submitted by August 29, 2025 [6]. - Future organization of power-side construction and shared storage transitioning to independent storage will not be conducted, and shared storage will not benefit from independent storage pricing policies [6]. Group 3: Project Review - Cities are required to comprehensively review independent energy storage projects approved before December 30, 2024, that have not yet initiated substantial work such as land acquisition, grid access, or construction [7]. - Recommendations for project extensions or cancellations must be submitted to the provincial development and reform commission by August 29, 2025 [7].