1月5日，中国南方电网有限责任公司（以下简称"南方电网"）正式启动南网碳交易机制，并与广州市政 府携手，上线广州市碳达峰碳中和监测管理平台（穗碳云），同步发布全国首个超大城市全域电碳数据 库（广州市电碳数据库）。 由广州市人民政府和南方电网共同建设的穗碳云平台，构建了全国首个超大城市全域电碳数据库，整合 了电、气、水、油全品类能源数据，依托碳排放预测模型，结合广州社会经济与产业特色，可高精度预 判全市、区域及行业碳排放趋势，赋能多元碳双控应用场景，为超大城市碳数字治理树立标杆。 南方电网相关负责人表示，"十五五"期间，将把"电碳协同"作为连接电力系统脱碳与全社会碳减排的关 键桥梁，持续加强与产学研用等各界伙伴合作，加快从"电力资源配置平台"向"电碳资源配置平台"战略 升级。 作者：李东海 黄雅熙 刘年 索比光伏网 https://news.solarbe.com/202601/07/50016298.html 据了解，南方电网创新将碳交易机制引入企业碳管理体系，设计"碳配额考核+碳信用引导"运行机制， 积极发挥电力数据优势，建成全国首个以"直采直送"方式高质量采集碳排放数据的企业碳交易机制，具 有碳配额事先核 ...

Core Insights - The Guangxi Power Grid Company presented its innovative achievements and explorations in the "Zero Carbon Green Electricity Alliance" at the COP30 event, attracting significant attention from attendees [1][4] - The alliance is the first public welfare organization in China's energy and power sector that integrates production, education, research, and application for green transformation [1][2] Group 1: Energy Transition Initiatives - Guangxi is actively promoting the integration of renewable energy sources, achieving a diverse supply structure that includes wind, solar, hydro, thermal, and nuclear power, with non-fossil energy accounting for 85% of electricity generation [2] - The region has established the first large-capacity sodium-ion battery energy storage station in China, enhancing system regulation capabilities and renewable energy absorption [2] - The alliance has developed a collaborative platform involving 63 entities across energy, education, and research sectors, focusing on a clean and low-carbon power system [1][2] Group 2: Green Consumption and Infrastructure - Guangxi has implemented full market access for centralized wind and solar power, optimizing the allocation of green electricity [2] - The region has built over 19,000 charging stations, covering 92% of administrative towns, and is promoting electric alternatives in tourism, such as electric-powered bamboo rafts and boats [2] - The total green electricity trading volume in Guangxi has reached 15.055 billion kilowatt-hours, leading in southern China [2] Group 3: Innovation and Collaboration - The alliance has established an Energy and Power Academician Collaborative Innovation Center to explore advanced technologies such as quantum measurement and artificial intelligence [3] - Plans are underway to create the China-ASEAN Energy College to foster talent development and technological innovation in collaboration with neighboring countries [3] - Guangxi's green practices are being recognized as a replicable "Chinese solution" for global climate governance [4]

Core Insights - The research indicates that industrial users are most sensitive to cost, energy consumption, and carbon emissions constraints [1] - The Anhui Economic Research Institute has made carbon research a norm, focusing on supporting the "dual carbon" goals and accelerating the construction of a new power system in the province [1][2] - The institute's research has provided significant intellectual support for the green transformation of the energy and power industry [1][2] Policy and Implementation - In early 2024, the Anhui Provincial Development and Reform Commission issued plans to transition from energy consumption control to carbon emission control, providing a clear path for local green and low-carbon development [2] - The Anhui Economic Research Institute organized expert interpretations of these policies and proposed solutions such as increasing green electricity sources and enhancing the application of "coal power + CCUS" [2] Industry Challenges - The rapid development of the "new three types" industries, particularly in power batteries and electric vehicles, faces challenges from green trade barriers due to new EU regulations [2][3] - The EU's draft rules for calculating the carbon footprint of electric vehicle batteries have prompted the institute to analyze their impact on the energy and power sector [3] Carbon Emission Accounting - The current static method for calculating power carbon emissions is inadequate for guiding energy structure optimization and needs improvement [4] - The Anhui Economic Research Institute proposed a seasonal power carbon emission factor and explored methodologies for promoting low-carbon electricity usage among residents [4] Research and Recommendations - The institute's research team initiated a study on the impact of the national carbon market expansion on power supply and demand, focusing on the allocation of carbon reduction costs [4] - The team provided targeted policy recommendations to facilitate the development of the power market and carbon market [4] Knowledge Dissemination - The Anhui Economic Research Institute actively builds communication platforms with government, enterprises, and industries to translate research into practical benefits [5][6] - The institute's proposal on advancing the carbon trading market was selected as a key proposal by the National Committee of the Chinese People's Political Consultative Conference, highlighting its significance [5][6]

Core Viewpoint - The article emphasizes the importance of "electric-carbon synergy" as a crucial pathway for achieving energy security and climate goals in the context of China's dual carbon targets, highlighting the need for a coordinated approach to power consumption and carbon reduction [1][2]. Group 1: Electric-Carbon Synergy - Electric-carbon synergy is identified as a key mechanism for achieving carbon reduction targets, with the power system serving as the core infrastructure for deep decarbonization [2][3]. - The construction of a new power system dominated by renewable energy is essential for providing reliable and economically viable green electricity, which is fundamental for the low-carbon transition in various sectors such as industry, transportation, and construction [2][3]. - The synergy between carbon markets, electricity markets, and green electricity trading is crucial for creating a policy framework that encourages diverse stakeholders to participate in emission reduction efforts [2][4]. Group 2: Development Pathways - The development pathways for electric-carbon synergy are becoming clearer, with increasing electricity consumption driven by economic growth, electrification, and the rise of emerging industries like artificial intelligence and electric vehicles [4][5]. - A dynamic balance-based roadmap for electricity carbon reduction is necessary, focusing on safety, low-carbon goals, and economic feasibility to maintain overall system stability [4][5]. - The integration of electric-carbon accounting is vital, with the power sector playing an increasingly significant role in national carbon emission statistics and the need for interconnected carbon accounting data [4][5]. Group 3: Industry and Market Mechanisms - The electric-carbon synergy is seen as a driving force for the transition towards "new energy and green industry," with renewable energy, energy storage, and hydrogen energy being key technologies [3][5]. - The collaboration between industry and energy structures is essential for optimizing the spatial matching and value closure of clean energy and industrial development [5]. - The promotion of digital transformation alongside green initiatives can enhance the green transition of the power system while supporting the reduction of emissions in new infrastructure like data centers and intelligent computing centers [5].

Core Insights - The company is poised to capitalize on three major development opportunities in 2025: the continuous release of digital economy policy dividends, significant momentum for domestic substitution, and the vast market potential of digital platforms for new energy systems [2] Group 1: Development Opportunities - The company aims to leverage the ongoing digital economy policy benefits, enhancing core functions and competitiveness through digital transformation [2] - The domestic substitution trend is gaining traction, with government emphasis on self-innovation and the establishment of a self-controlled industrial supply chain [2] - The digital platform business for new energy systems is expected to grow significantly, driven by the construction of a unified national electricity market and the transition to a carbon emission control mechanism [2] Group 2: Market Expansion - The company has established benchmark projects in various industries outside the electricity sector, including construction, equipment manufacturing, and healthcare, laying a solid foundation for future expansion [3] Group 3: Low-Carbon Business Strategy - The company is developing a comprehensive carbon market service system, offering services such as carbon verification, carbon asset management, and carbon trading [4] Group 4: Artificial Intelligence Initiatives - The company has been researching artificial intelligence since 2015, developing a range of intelligent applications and platforms, including RP robots and smart devices [5] - There is a notable increase in client demand for AI and large model technologies, prompting the company to enhance its AI product development and integration with enterprise management systems [7] Group 5: Impact of Electricity Market Reforms - The deepening of the electricity market is creating complex trading scenarios, necessitating enhanced digital and informational support for market participants [6] Group 6: Financial Performance - The company's Q1 2025 report shows a revenue of 417 million, a year-on-year decrease of 9.47%, while net profit increased by 2.66% to 9.39 million [8] - The company has a debt ratio of 12.03% and a gross margin of 54.39% [8] Group 7: Earnings Forecast - Various institutions have provided earnings forecasts for the company, with projected net profits for 2025 ranging from 340 million to 530 million [9]

Group 1: Event Overview - The SNEC 2025 International Solar Photovoltaic and Smart Energy Conference will take place from June 11 to 13, 2025, at the National Exhibition and Convention Center, attracting over 3,100 companies to explore energy transformation paths [1] Group 2: Distributed Photovoltaics Solutions - TCL Photovoltaic Technology has launched the "Special Energy Generation" solution to address challenges in distributed photovoltaics, focusing on "zero risk, high efficiency, and stable returns" [2] - The solution is designed to meet the complex needs of large commercial projects and integrates with existing products to form a complete "Special Energy" solution matrix [2] Group 3: Household and Rural Energy Solutions - TCL Photovoltaic Technology has introduced a comprehensive energy solution for households and rural areas, addressing high user participation barriers and system adaptability issues [5] - The solution includes a collaborative model for rural areas, combining rooftop photovoltaics with public facilities and household coverage, promoting scalable energy management [5] Group 4: Carbon and Electricity Synergy - The integration of electricity trading, green certificates, and carbon asset development is crucial for the transformation of distributed energy, yet the current path for corporate zero-carbon transformation remains unclear [7][8] - TCL Photovoltaic Technology will globally launch its innovative carbon and electricity business at the SNEC exhibition, aiming to reconstruct the integrated value chain of carbon asset development and electricity trading [10] Group 5: Global Strategy and AI Integration - TCL Photovoltaic Technology aims to leverage its full industry chain advantages to meet diverse energy needs globally, with a focus on Southeast Asia and Europe [12] - The company has integrated AI throughout the entire lifecycle of energy solutions, enhancing efficiency in design, operation, and carbon trading [14]

Core Viewpoint - The 2025 Energy Power Transformation International Forum highlighted the achievement of the Beijing Urban Sub-center Green Heart Park in obtaining carbon neutrality certification, marking a significant milestone in China's power industry towards net-zero emissions [1][5]. Group 1: Event Overview - The forum was co-hosted by the State Grid Corporation of China, IRENA, WEC, and WEF, focusing on urban grid zero-carbon development [1]. - The event featured over 170 representatives from global energy sectors, including experts and leaders, discussing innovative urban grid development and carbon neutrality mechanisms [5]. Group 2: Key Achievements - The Beijing Urban Sub-center Green Heart Park received the first carbon neutrality certification in the domestic power sector since the release of the ISO 14068 standard, emphasizing its high credibility [1]. - The project integrates 100% green electricity supply, geothermal heat pumps, and fully electrified park vehicles, showcasing a model for zero-carbon development [1]. Group 3: Expert Contributions - Keynote speeches included a presentation by the Chairman of the China Electrotechnical Society on a "four-in-one" carbon footprint management system, providing a Chinese perspective on global carbon governance [6]. - The Chief Engineer of State Grid Beijing Electric Power shared insights on building a new power system to support the capital's green and low-carbon transition, offering replicable technical solutions for large urban energy transformations [6].