人民财讯11月27日电，11月26日，海博思创与青海省西宁经济技术开发区(简称"西宁开发区")正式签约 大型储能产业项目，推动规模化储能产业长期合作落地西宁。此次签约项目涵盖储能系统集成生产与储 能电站建设两大核心板块，作为海博思创西北区域市场战略的重要举措，将为海博思创未来的产能提 升、业务布局及绿色产业链进一步完善奠定坚实基础。与此同时，海博思创将以西宁开发区为核心辐射 青海全省，推进规模化储能电站建设，并计划在"十五五"期间，在青海省推动一批独立储能项目落地， 助力青海省清洁能源示范省建设，参与"源网荷储"一体化新型电力系统构建，推动清洁能源消纳与电网 调峰，及绿电资源高效利用，全力支持青海省能源结构转型战略部署。 ...

Core Viewpoint - Yunnan Energy Investment announced a capital increase of RMB 372 million for its wholly-owned subsidiary Anning Yunnan Energy Storage Technology Co., Ltd. to support the construction of a 350MW compressed air energy storage demonstration project in Kunming Anning [1] Group 1: Company Actions - The board of directors approved the capital increase on October 15, 2025, raising the registered capital of the energy storage company from RMB 1 million to RMB 373 million [1] - The capital increase aims to meet the funding requirements for the construction of the energy storage project, ensuring its smooth progress [1] Group 2: Project Significance - The project is expected to play a positive role in meeting grid peak regulation and facilitating large-scale integration and consumption of renewable energy [1]

Group 1 - The company plans to raise a total of up to 2 billion yuan through a private placement of shares, with a net amount intended for investment in specific projects [1][2] - The total investment for the Xibaipo Power Plant Phase IV project is estimated at 5.86268 billion yuan, with the raised funds accounting for 200 million yuan [2][3] - The project aims to construct two 660 MW ultra-supercritical coal-fired combined heat and power units, which will meet heating demands in Shijiazhuang and power supply needs in Hebei [1][3] Group 2 - The project has received necessary approvals from relevant authorities, including the Hebei Provincial Development and Reform Commission and the Hebei Provincial Ecological Environment Department [2][3] - The financial internal rate of return for the project is projected at 7.10%, with a payback period of approximately 11.83 years, indicating favorable economic benefits [2][3] Group 3 - The necessity of the project is underscored by the increasing pressure on the Hebei South Grid to balance power supply due to the high proportion of renewable energy sources [3][4] - The new power units will enhance the grid's peak-shaving capacity and reliability of power supply, addressing the growing heating demands in urban areas [3][4] Group 4 - The project aligns with national energy development strategies, contributing to the stability and security of energy supply while promoting the utilization of renewable energy [5][6] - The company has established a modern corporate governance structure and a robust internal control environment to manage the raised funds effectively [6][7] Group 5 - The issuance of new shares is expected to improve the company's financial structure, increasing total assets and net assets while reducing the debt-to-asset ratio [7][8] - Although short-term financial metrics may decline due to the time required for new projects to generate returns, long-term profitability and cash flow are anticipated to improve significantly [7][8]

Core Viewpoint - Shandong Province is actively implementing "Eight Major Actions" to enhance the high-level consumption of renewable energy, focusing on user participation in grid peak regulation and renewable energy consumption [1] Group 1: Price Signal Utilization - The province is utilizing price signals to guide electricity users in peak shaving and valley filling, continuing to promote market-oriented electricity pricing reforms [3] - A "five-segment time-of-use pricing" policy is being implemented, which increases the price difference between peak and valley periods for industrial and commercial electricity users [3] - For example, the charging price for electric vehicles during low-demand hours (23:00 to 07:00) is 0.385 yuan/kWh, while during peak hours (17:00 to 22:00) it is 0.767 yuan/kWh, indicating a 50% reduction in low-demand pricing [3] Group 2: Systematic Integration of User-side Regulation Resources - Shandong has established 20 virtual power plants that aggregate distributed regulation resources, achieving a total adjustable capacity of 550,000 kW [4] - The province is working on a development plan and management methods for virtual power plants to enhance their scale and coordination with the power system [4] Group 3: Encouraging Market Participation - The province supports electricity users, including those with self-owned power plants, to purchase electricity during low-price market periods [4] - There are incentives for users participating in wholesale electricity market transactions, such as not penalizing them for exceeding 50% of their total electricity consumption during low-demand periods [4] - Future policies will aim to further encourage electricity users to purchase more grid electricity during negative price periods in the spot market, enhancing renewable energy consumption [4] Group 4: Future Directions - Shandong will continue to optimize the time-of-use pricing mechanism and expand the scope of electricity market transactions [5] - There will be strong support for the development of new virtual power plant business models and enhancement of "source-network-load-storage" coordination [5] - The province aims to strengthen electricity retail market price regulation to effectively utilize the system adjustment capabilities of electricity users [5]