新华社北京8月27日电 《经济参考报》8月27日刊发记者邓林如采写的文章《一度电蕴藏绿意 一张签见 证实力——"碳身份证"助力浙企出海》。文章称，扫一扫产品标签，就能知道它"出生"时用了多"绿"的 电。近日，在浙江哈尔斯公司的出口车间，一批计划发往德国的保温杯将贴上这样的"碳身份证"，拿出 手机一扫，产品碳足迹和生产工艺的实时碳排一目了然。 从国网金华供电公司获悉，这套首创的分时分区电碳因子核算平台正在帮助金华外贸企业应对即将实施 的欧盟碳关税。 哈尔斯真空器皿有限公司副总经理姚铁军手中的保温杯标签显示，杯体抛光工序在中午光伏发电高峰期 生产，单件碳排降低27%，仅靠这一项企业全年就能省下电费超100万元。 供电公司员工为当地规上企业开展上门能效服务，助力企业降碳增效（项与翕 摄） 在浙江八达电子仪表有限公司的电能表智能生产车间，32台安装了新型电碳管理终端的设备如同"碳显 微镜"实时跳动显示着关键数据：当前市电电碳因子、厂区屋顶光伏发电量及对应碳排量、各产线乃至 单台设备的实时能耗与碳排放。 "看这里。"八达仪表总经理单卡迪指向一块屏幕说，"4月15日中午12点，阳光充足，我们优先用自建光 伏供电，生产一只 ...

点 击 蓝 字 关 注 我 们 (来源:国家能源局 ) 2025年1-7月全国电力市场交易电量同比增长3.2% 本文全文共 720 字，阅读全文约 2 分钟 7月份全社会用电量同比增长8.6% 7月份全社会用电量同比增长8.6% 2025年1-7月全国电力市场交易电量同比增长3.2% 7月份 全社会用电量 10226亿千瓦时 | ▲8.6% 7月份 分产业用电看 第一产业 170亿千瓦时 ▲20.2% 第二产业 5936亿千瓦时 ▲4.7% 第三产业 2081亿千瓦时 ▲10.7% 城乡居民生活 2039亿千瓦时 ▲18% 1至7月 ) 全社会用电量累计 ▲ 4.5% 58633亿千瓦时 规模以上工业发电量 真 t 54703亿千瓦时 国家能源局21日发布的信息显示，7月份，全社会用电量10226亿千瓦时，同比增长8.6%。 7月份，分产业用电看， 第一产业用电量170亿千瓦时，同比增长20.2%；第二产业用电量5936亿千瓦时， 同比增长4.7%；第三产业用电量2081亿千瓦时，同比增长10.7%。城乡居民生活用电量2039亿千瓦时，同比增 长18%。 1至7月，全社会用电量累计58633亿千瓦时，同比增长 ...

内蒙古能源局数据显示，上半年，全区煤炭产量6.4亿吨，其中约60%运往东北、华北、华东等主要煤 炭消费地区。 上半年，全区新增电力装机1191万千瓦，总装机达2.7亿千瓦，发电量4167亿千瓦时，"蒙电外送"1656 亿千瓦时，占全国跨省区外送电量的1/6以上，其中绿电占比达到29.6%，较去年同期提高9个百分点。 今年以来，内蒙古聚焦为全国各地提供更多稳定电、绿色电、便宜电，加快推进存量电源项目建设，严 控非计划检修停运，推动在运机组应发满发；修订绿电交易实施细则，新增跨省区绿电交易机制、完善 多年期绿电交易机制，推动蒙西电力现货市场转入正式运行，蒙东电力现货市场开展3轮结算试运行。 今年，内蒙古聚焦高标准建设蒙西、蒙东煤炭供应保障基地，对安全高效煤矿产能核增实行"即报即 审"，"一矿一策"推进煤矿复工复产、稳产达产，努力当好煤炭保供"排头兵"。 ...

今年前7个月，全国累计完成电力市场交易电量3.59万亿千瓦时，同比增长3.2%，占全社会用电量比重 61.2%，同比下降0.9个百分点。其中，省内交易电量2.73万亿千瓦时，同比增长1.6%；跨省跨区交易电 量8558亿千瓦时，同比增长9%。绿电交易电量1817亿千瓦时，同比增长42.1%。 北京商报讯（记者 刘洋 程靓）8月24日，据国家能源局发布的数据，今年7月，全国完成电力市场交易 电量6246亿千瓦时，同比增长7.4%。其中，省内交易电量4614亿千瓦时，同比增长7.3%；跨省跨区交 易电量1632亿千瓦时，同比增长7.9%。绿电交易电量256亿千瓦时，同比增长43.2%。 ...

智通财经APP获悉，国家能源局发布的数据显示，2025年7月，全国完成电力市场交易电量6246亿千瓦 时，同比增长7.4%。其中，省内交易电量4614亿千瓦时，同比增长7.3%；跨省跨区交易电量1632亿千 瓦时，同比增长7.9%。绿电交易电量256亿千瓦时，同比增长43.2%。 2025年1-7月，全国累计完成电力市场交易电量3.59万亿千瓦时，同比增长3.2%，占全社会用电量比重 61.2%，同比下降0.9个百分点。其中，省内交易电量2.73万亿千瓦时，同比增长1.6%；跨省跨区交易电 量8558亿千瓦时，同比增长9%。绿电交易电量1817亿千瓦时，同比增长42.1%。 本文编选自微信公众号"国家能源局"，智通财经编辑：徐文强。 ...

央视网消息：据国家能源局消息，2025年7月，全国完成电力市场交易电量6246亿千瓦时，同比增 长7.4%。其中，省内交易电量4614亿千瓦时，同比增长7.3%；跨省跨区交易电量1632亿千瓦时，同比 增长7.9%。绿电交易电量256亿千瓦时，同比增长43.2%。 2025年1—7月，全国累计完成电力市场交易电量3.59万亿千瓦时，同比增长3.2%，占全社会用电量 比重61.2%，同比下降0.9个百分点。其中，省内交易电量2.73万亿千瓦时，同比增长1.6%；跨省跨区交 易电量8558亿千瓦时，同比增长9%。绿电交易电量1817亿千瓦时，同比增长42.1%。 ...

近期，全国首个数据中心源网荷储一体化绿电直供项目——乌兰察布数据中心低碳算力基地源网荷储一 体化项目正式投运。该项目通过风光发电、智能输电、并网直供和储能调峰等系统协同运行，实现了清 洁能源与数据中心的直接供能对接。 面临经济性挑战。张林山说，新能源出力的波动性与算力需求的稳定性之间存在着冲突。在西部，"极 热无风""日落无光"等特殊时段，风力发电和光伏发电会出现骤降的情况，这对需要稳定电力供应的数 据中心来说是巨大的挑战。为了保障算力的稳定运行，数据中心不得不额外配置储能设备或火电作为备 用电源，这一举措导致边际成本大幅上升，加剧了运营压力。同时，跨省绿电交易壁垒加重了成本负 担，东部企业若想采购西部的绿电，需要承担跨省输电费、政府基金等一系列附加成本，使得绿电实际 到网价格比本地火电高出不少，影响了东部企业采购西部绿电的积极性，阻碍了绿电资源在全国范围内 的优化配置。 还需更多价格信号和激励机制。钟洪麟认为，新能源发电的绿色价值如碳减排、生态效益等尚未通过价 格信号得到充分体现，其低碳优势难以转化为市场竞争力，而碳市场机制目前对人工智能、数据中心等 新兴高耗能行业的覆盖尚不完善，绿色消费激励机制不足。尽管 ...

Group 1: Industry Overview - The global renewable energy sector is expected to see investments rise to $2.2 trillion by 2025, driven by declining interest rates and surging clean energy demand [1] - In the first four months of this year, China's installed capacity for wind and solar exceeded 1.5 billion kilowatts, highlighting its role as a key market [1] - However, challenges such as insufficient grid capacity have led to increased curtailment of wind and solar energy, with utilization rates dropping below 90% in most regions [1] Group 2: Company Performance - Despite the industry's challenges, the company reported an 18% year-on-year increase in equity installed capacity, reaching 4,778 MW, with solar capacity growing by 60% to 934 MW [2] - The company's solar power generation increased by 28% to 604 GWh, and net profit from solar power stations rose by 59.7%, demonstrating resilience amid industry pressures [2][3] - The company managed to reduce equipment failure losses by 40% and lowered financing costs to 3.63%, resulting in a 22.5% increase in operating cash flow to 1.041 billion yuan [3] Group 3: Strategic Initiatives - The company is transitioning from a pure power station developer to a green energy service provider, enhancing its electricity marketing and green certificate sales [4] - In the first half of the year, the company secured 152.5 MW of solar and 300 MW of storage projects outside China, diversifying its market exposure [5] - The company is pursuing high-quality long-term power purchase agreements (PPAs) to mitigate market price volatility and ensure predictable cash flows [6] Group 4: Capital Operations - The company initiated a secondary listing in Singapore to enhance its international project financing capabilities and attract ESG-focused long-term investors [7] - Plans to establish a private equity fund and explore new business areas like virtual power plants are aimed at improving asset management and creating new growth points [7] - The company's strategy focuses on high-certainty revenue assets, which is expected to enhance its operational efficiency and capital returns [8]

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating expectations for the sector to perform better than the market in the next six months [4][61]. Core Insights - The report highlights that the public utility sector index has decreased by 1.84%, underperforming compared to major indices such as the Shanghai Composite and CSI 300 [2][13]. - Key developments include the release of the "136 Document" in Ningxia, which outlines pricing mechanisms for renewable energy, and adjustments to coal power capacity pricing in Guangdong [3][38]. - The report suggests that the long-term demand for thermal power remains stable, with coal prices expected to stabilize or decline, supporting profit margins for thermal power companies [7]. Summary by Sections Market Performance - The public utility sector index's PE (TTM) is reported at 18.42, down from 18.77 the previous week, while the PB is at 1.51, down from 1.54 [1][22][26]. - The sector's performance ranks 13th among 31 sectors, with specific declines noted in various sub-sectors such as thermal and hydropower [2][13]. Industry Dynamics - Recent regulatory changes in Shandong and Ningxia are expected to impact pricing and market participation for renewable energy projects [3][35][38]. - The report tracks coal prices, noting a slight increase in the price of Shanxi mixed coal to 649 RMB/ton, with other regional prices also rising [3][40]. Key Data Tracking - The report provides data on green certificate trading, with a total of 4.31 and 11.39 thousand transactions for wind and solar power respectively during the week [6][44]. - CEA trading volumes for the week were reported at 31.02, 65.80, 33.33, 66.70, and 52.27 thousand tons, with average prices fluctuating around 71.89 to 74.78 RMB/ton [6][46].

Group 1 - The company's revenue for the first half of 2025 was 1.4 billion, a year-on-year decrease of 6.6%, while profit was 282 million, down 43.8% [1] - The decline in core power station business was attributed to resource depletion, falling comprehensive electricity prices, power restrictions, and differences in one-time income year-on-year [1] - The average utilization hours for invested wind farms decreased by 78 hours (-6.4%) to 1,142 hours, and the average comprehensive electricity price for invested wind farms fell by 1.85 cents to 0.3653 yuan/kWh [1] Group 2 - The company added 191MW of new projects in the first half of 2025, including 140MW of wind power and 51MW of solar power, bringing total installed capacity to 4,778MW, an 18.0% increase year-on-year [1] - The company secured 600MW of new wind power projects in China and 152.5MW of solar projects and 300MW of energy storage projects outside China [1] - The company's actual projects have an internal rate of return (IRR) above 8% [1] Group 3 - The average financing cost for new borrowings was 3.15%, with the overall financing rate dropping to 3.63%, both at historical lows [2] - The company's net assets were 8.9 billion, with a net asset per share of 1.11 yuan, and the current price-to-book (PB) ratio is only 0.34 times [2] - The updated target price for the company is 0.61 HKD per share, representing a potential upside of 47% from the current price, with a "buy" rating assigned [2]