证券日报网讯1月7日，三峡能源（600905）在互动平台回答投资者提问时表示，公司将结合国家和各地 方实施细则及企业实际情况，发挥新能源项目开发经验，开展绿电直连等就近消纳发展模式研究，科学 研判成本边界，适时拓展新能源利用途径。 ...

来源：市场资讯 针对上述提问，三峡能源回应称："尊敬的投资者，您好。绿电直连作为提升新能源就近消纳能力、满 足绿色用能需求的重要途径，正在得到国家和地方主管部门政策支持，目前在具体政策落地与投资经济 性方面仍有待进一步研究，公司将结合业务发展实际，积极研究绿电直连发展模式，发挥新能源项目开 发经验，适时拓展新能源利用途径。感谢您对公司的关注。" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向三峡能源提问："近期，多个省份正陆续出台'绿电直连'政策，请问对贵公司有 什么影响。" ...

根据机构预测，从20 20年到20 30年这十年，全球算力增长接近十倍，数据中心全年耗电量将达到15 00TWh，相当于中国约5亿户家庭 一年的用电总量，在大算力需求下，AIDC正从传统的平稳用电负荷演变为一种"新型负荷怪兽"。 从运行特征看，AIDC与传统IDC存在显著差异。随着算力密度持续抬升，单机柜功率快速攀升，传统交流供电架构在效率与空间占用 等方面逐步逼近物理与经济边界，推动数据中心加速向800V高压直流供电架构演进。此外，AIDC整体规模正从过去的数兆瓦级，跃升 至数十兆瓦甚至百兆瓦级。当大模型集中训练运行时，负荷功率会呈现高功率、强波动的特征，这种强冲击性负荷对电网的实时平衡与 调节能力提出更高的要求。 与此同时，绿色转型要求不断强化。AIDC不仅需要"更多的电"，还需要"更经济、更稳定、更清洁的电"。然而，电网基础设施建设周 期与算力增长速度之间的结构性错位，使得单纯依靠传统供电路径，难以同时满足安全性、经济性与低碳目标。 在这一背景下，行业开始重新审视AIDC在能源系统中的定位。其中，"绿电直连"成为被频繁讨论的路径之一。其核心逻辑并非简单绕 开电网，而是在本地构建新能源—负荷直连的能源架构 ...

当前，中国正稳步推进"双碳"目标，构建以新能源为主体的新型电力系统成为能源转型的核心路径。与此同时，以人工智能为代表的数字技术革命席卷全 球，催生出爆发式增长的算力需求。两大趋势交汇，对能源系统的安全、绿色与经济性提出了前所未有的严峻考验——如何在确保电力安全可靠的前提下， 兼顾低碳转型与经济性？这道能源领域的"不可能三角"难题，正催生着能源行业从"产品思维"向"系统性思维"的深刻转型。 近日，在融和元储新品发布会上，一套针对AIDC全场景的绿电直连系统解决方案及产品引起了行业广泛关注。该解决方案基于10GWh海量运营资产，历经 不同场景、环境与技术路线锤炼的运营实战经验，提出以"绿电直连"模式为核心，在电源侧与负荷侧分别部署特性互补的储能系统，以支撑算力基础设施的 可持续发展。 根据机构预测，2020到2030年这10年间，全球算力增长接近十倍，数据中心全年耗电量将达到1500TWh，相当于中国约5亿户家庭一年的用电总量，在大算 力需求下，AIDC正从传统的平稳用电负荷演变为一种"新型负荷怪兽"。 从运行特征看，AIDC与传统IDC存在显著差异。随着算力密度持续抬升，单机柜功率快速攀升，传统交流供电架构在效 ...

Core Viewpoint - The article outlines the "Yunnan Province New Energy Storage High-Quality Development Special Action Plan (2025-2027)", aiming for a new energy storage capacity of over 8GW by 2027, focusing on various technologies including lithium iron phosphate and others [1][13]. Group 1: Goals and Technology - The core goal is to achieve a new energy storage capacity of over 8 million kilowatts (8GW) by 2027 [1]. - The technology roadmap emphasizes lithium iron phosphate as the primary technology while also promoting sodium-ion, all-vanadium flow, compressed air, and aluminum-lead carbon storage technologies [1]. Group 2: Application Scenarios - On the power generation side, new energy storage will support the construction of new energy power plants without making storage configuration a prerequisite for project approval [1]. - On the grid side, shared storage will be prioritized in areas rich in new energy, with new electrochemical storage projects required to adopt grid-structured storage technology [1]. - User-side storage will focus on various applications including industrial parks, zero-carbon parks, data centers, and more, promoting innovative models like virtual power plants and smart microgrids [1][19]. Group 3: Project Management Optimization - A clear management system will be established for new energy storage projects, with strict timelines for project registration and construction [3][24]. - Projects not meeting deadlines will be removed from the demonstration project list, and any transfer of project development rights is strictly prohibited [3][24]. - Policy support will be limited to projects included in the approved list, ensuring orderly planning by local energy authorities [3][24]. Group 4: Scheduling and Operation - New energy storage scheduling management rules will be developed to ensure fair dispatch and effective operation of storage facilities [4][26]. - A mechanism for the utilization of new energy storage will be established, requiring regular reporting on operational performance to provincial energy authorities [4][26]. Group 5: Technology Diversification - The plan encourages innovation in new energy storage technologies and promotes the application of various storage technologies, including long-duration storage and hydrogen storage [5][29]. - Collaborative applications of multiple storage technologies will be explored, particularly in renewable energy hydrogen production [5][29]. Group 6: Market Mechanism Improvement - New energy storage will be encouraged to participate in the electricity market, with a focus on developing a multi-level market system that allows for integrated participation in energy transactions [6][31]. - A pricing mechanism for new energy storage will be researched to ensure reasonable compensation for reliable capacity costs [6][31]. Group 7: Project Lists and Capacity - In 2025, a list of 45 new energy storage projects will be developed, with a total planned capacity of 895.5 MW and 2,036 MWh [7][10]. - The projects will include those already in operation, under construction, and in the preliminary stage [10][37]. Group 8: Safety and Talent Development - Safety regulations will be strictly enforced for new energy storage projects, ensuring compliance with national standards [32][33]. - Talent development initiatives will be implemented to enhance the skills of personnel involved in the operation and management of new energy storage systems [33].

1月1日，记者从市发展改革委获悉，东营时代新能源科技有限公司东营绿色制造基地"绿电直连"项 目实施方案正式获得省能源局批复。这一项目是山东省首个获批的"绿电直连"项目，标志着我省在破解 新能源消纳难题、推动产业绿色跃升方面探索出了一条"点对点"路径。 根据方案，在用电侧，是年产能达40吉瓦时的现代化锂电池工厂；在电源侧，为专供工厂而建的总 功率345兆瓦新能源电站已规划落地，其中包括75兆瓦的风电场与270兆瓦的光伏阵列，它们将成为绿色 电力的源头；为保证阴雨天或无风时稳定供电，一个巨型储能系统被纳入设计，它如同一个超级"充电 宝"；连接这三者的，是新建的专用变电站与直连输电线路，它们构成了高效的"绿色电力血管"。（记 者 杨珂 李广寅 通讯员 谢辉） 简单来说，"绿电直连"就像是为一个高端制造工厂专门修建了一条"绿色电力专用高速公路"。这种 将发电、组网、用能、储能全部囊括在一个园区内的模式，实现了从一度电产生到一件产品出厂的全链 条、可追踪的绿色认证，相当于为产品配发了一张独一无二的"绿电身份证"。 ...

首批国家级零碳园区建设名单近日出炉，共纳入52个园区，实现31个省（区、市）和新疆生产建设兵团 全覆盖。 12月31日，国家发改委新闻发言人李超在12月份新闻发布会上表示，建设零碳园区是我国新能源技术、 节能减排技术、污染控制技术从单点创新迈向系统创新的关键一步。作为零碳实践路径的先行区，这些 园区将为未来建设"零碳社会"积累经验、探索路径、打造样板。 李超介绍称，首批52个园区主要有五方面特点：一是地缘分布均衡，各省（区、市）至少有1个园区入 选，因地制宜探索；二是新能源消纳能力较强，预计建成后园区绿电直供比例不低于用电量的50%；三 是"以绿制绿"导向突出，形成以绿色能源制造绿色产品的良性循环；四是工作基础扎实，近半入选园区 已启动前期工作并具备一定实物工作量；五是效益预期显著，首批园区建成后，单位能耗碳排放仅约当 前全国园区平均水平的1/10。 建设零碳园区仍面临市场、技术、机制等多重现实难题。 根据国家发改委发布的《国家级零碳园区建设名单（第一批）》，这些园区将在2027年至2030年期间陆 续建成。 不过，建设零碳园区仍有市场、技术、机制等多重现实问题待解。例如，基于绿电直连的供电模式，因 涉及大量 ...

Core Viewpoint - The first batch of national-level zero-carbon parks has been announced, with nearly 40% located in key lithium battery manufacturing bases, indicating a strong alignment between zero-carbon industrial parks and China's lithium battery and new energy industries [1][3][4]. Group 1: Overview of Zero-Carbon Parks - A total of 52 parks have been selected, serving as a sample to observe the coupling of China's new energy and industrial systems [2]. - The selected parks cover various types across eastern, central, and western regions, including national economic development zones, high-tech zones, resource-based development zones, and specialized industrial parks [6]. - The construction period for these parks is required to be completed between 2027 and 2030, with local governments encouraged to provide support in funding, resources, technology, and finance [7]. Group 2: Industry Chain and Structure - The parks related to lithium battery and new energy manufacturing encompass a complete chain from resource extraction to manufacturing and application [8]. - Key parks include those in Jiangxi, Yunnan, and Xinjiang, which focus on lithium resources and new energy materials, as well as manufacturing bases for major companies like CATL and BYD [8][10]. - Downstream applications include parks focused on electric vehicles, energy storage equipment, and data centers, indicating a multi-dimensional approach to energy and storage [10]. Group 3: Zero-Carbon Parks as Experimental Models - Zero-carbon parks are not merely single-factory transformations but aim to reconstruct energy systems and carbon management logic at the industrial cluster level [11]. - The selection of lithium battery and new energy industries as pilot projects is due to their foundational role in supporting energy transition and their strong linkage to emission reduction targets [13][14]. - The parks are expected to validate a replicable set of indicators and operational mechanisms under varying regional and industrial conditions [11][21]. Group 4: Case Study of Inner Mongolia - The Inner Mongolia Ordos Mongsu Economic Development Zone serves as a concrete example of a zero-carbon park, integrating wind, solar, storage, and hydrogen energy into a closed-loop system [22][25]. - The facility aims for full carbon neutrality across its value chain, utilizing high proportions of green electricity and a digital carbon management platform [26][30]. - This model is being expanded to other regions, demonstrating the potential for replicable solutions across different resource endowments and industrial structures [33]. Group 5: Implications for Future Investments - The first batch of zero-carbon parks reflects new constraints and implicit thresholds for the next round of lithium battery and new energy industry layouts [39]. - Local governments' ability to implement green electricity direct connections and integrated carbon monitoring systems will influence the feasibility of high-value new energy projects [40]. - Parks that have established comprehensive new energy and lithium battery industry clusters are more likely to be selected for future projects, shaping the spatial layout of the new energy industry [41][42].

Core Viewpoint - Hezhang Energy (000809) aims to leverage opportunities in the electricity market trading business, enhance its core competitiveness, and expand into new markets such as "green electricity direct connection" and energy storage [1] Group 1 - The company plans to optimize its power system collaboration to reduce costs and increase efficiency [1] - Hezhang Energy is focused on timely capturing new policies and market opportunities [1] - The company intends to accelerate project implementation to strengthen its renewable energy business [1]

（来源：河北日报） 转自：河北日报 河北部署2026年发展改革七项重点任务 推动实现"十五五"良好开局 本报讯（记者冯阳）12月27日，全省发展和改革工作会议在石家庄召开。记者从会上获悉，2025年，全 省发展改革系统在稳增长、扩内需、促协同、调结构、抓改革、惠民生、防风险等方面主动作为，助力 全省经济运行稳中有进。2026年，将聚焦七项重点任务，推动实现"十五五"良好开局。 2025年是"十四五"收官之年，全省经济运行稳中有进。 重大战略深入实施。省会至张承高铁运行时间进一步压缩，京津冀首列观光旅游列车正式开行。1至11 月雄安新区固定资产投资同比增长14.8%。石家庄都市圈发展规划印发，促进沿海经济高质量发展20条 措施出台，连续3年有5个县级市入围全国百强。 扩大内需是战略之举。我省将积极争取中央各类政策资金支持，强化项目谋划储备和组织实施，持续激 发民间投资活力，优化实施消费品以旧换新，积极扩大服务消费，更好发挥内需主导作用。 为持续增强区域发展动能，我省将办好第三届空天信息创新技术大赛，联合京津共建更多产业链、创新 链。推进石家庄都市圈发展规划落地，着力提升潜力地区城镇化水平。 产业质效稳步提升。省 ...