9月29日上午，内蒙古库布其沙漠中北部新能源大基地全面开工建设。 库布其沙漠中北部新能源大基地， 是内蒙古首个全面开工的千万千瓦级"沙戈荒"大型风电光伏 基地 。项目总投资988亿元，规划建设光伏800万千瓦、风电400万千瓦，配套支撑性煤电400 万千瓦、 新型储能500万千瓦时 。与此同时，基地配套建设"内蒙古鄂尔多斯至河北沧州"特高 压电力外送通道，线路设计全长699公里，电压等级±800千伏。 文 | 央视新闻客户端 到有效治理。 截至目前， 内蒙古已获批6个沙戈荒大型风电光伏基地，规划新能源总装机规模7200万千瓦 ， 建成后每年向华北、华东、华中地区外送电量2160亿千瓦时，绿电占比约60%，可减少标煤消 耗约3840万吨、二氧化碳排放近亿吨，在推动能源结构绿色转型的同时，进一步治理库布其、 乌兰布和、腾格里沙漠数百万亩沙化土地，实现沙漠生态修复与能源绿色转型的有机融合。 ESIE 2026 储能产业发展的风向标 基地计划 2027年底前建成投运 ， 投运后每年可为以京津冀为中心的华北电网输送电量约360 亿千瓦时，其中新能源电量占比60%，每年可减少标煤消耗约640万吨、减排二氧化碳约1600 ...

据内蒙古自治区能源局消息，9月29日，库布其沙漠首个千万千瓦级特高压外送基地全面开工建设。 据悉，本次全面开工的是位于库布其沙漠中北部的新能源基地，是内蒙古首个全面开工的千万千瓦 级"沙戈荒"大型风电光伏基地。基地总投资988亿元，规划建设光伏800万千瓦、风电400万千瓦，配套 支撑性煤电400万千瓦、新型储能500万千瓦时，外送通道起点位于内蒙古鄂尔多斯市达拉特旗，途经山 西省，终点位于河北省沧州市，全长699公里，电压±800千伏、输送容量800万千瓦。 基地计划2027年底前建成投运，投运后每年可为以京津冀为中心的华北电网输送电量约360亿千瓦时， 其中新能源电量占比60%，每年可减少标煤消耗约640万吨，减排二氧化碳约1600万吨，将有力促进华 北地区能源结构绿色转型和节能减排，有效提高优质电力资源跨区域优化配置能力，更好服务保障华北 地区电力供应和电网安全。 （文章来源：新华财经） 据内蒙古自治区能源局相关负责人介绍，"沙戈荒"大型风电光伏基地建设是内蒙古深入践行"四个革 命、一个合作"能源安全新战略，持续做大做强国家重要能源和战略资源基地，助力实现"双碳"战略目 标的重要实践载体，也是内蒙古加快 ...

Core Insights - In July, China's total electricity consumption surpassed 1 trillion kilowatt-hours for the first time, reaching 1.02 trillion kilowatt-hours, marking a historic milestone in global electricity consumption [1][3]. Economic Indicators - The July electricity consumption is double that of ten years ago and is equivalent to the total annual electricity consumption of ASEAN countries, indicating significant economic activity [3]. - The increase in electricity usage is closely linked to economic vitality, with industrial electricity consumption showing steady growth, particularly in high-tech manufacturing and the new energy vehicle sector, reflecting ongoing optimization of China's industrial structure [3][5]. Weather Impact - Extreme high temperatures in July contributed significantly to the surge in electricity consumption, with residential electricity usage increasing by 18% year-on-year, and some regions like Henan and Shandong experiencing over 30% growth [5]. Energy Transition - The increase in electricity consumption also highlights a positive trend towards a greener energy structure, with wind and solar power accounting for nearly one-quarter of total electricity generation in July, indicating a shift towards clean and low-carbon energy sources [5]. Future Outlook - The record electricity consumption not only serves as evidence of economic recovery but also illustrates China's pursuit of high-quality development under its "dual carbon" goals, showcasing the country's resilience and vitality as it moves towards a broader future [7].

Report Industry Investment Rating - No relevant content provided Core Viewpoints - Industrial silicon prices are expected to maintain high-level consolidation due to supply increases and mixed demand, with continued attention to silicon enterprise production dynamics [1] - Polysilicon prices are also expected to stay at a high level with large market fluctuations, and it is necessary to continuously monitor macro - sentiment changes and warehouse receipt registration [1] Summary by Related Content Industrial Silicon and Polysilicon Price Changes - The average price of non - oxygenated 553 (East China) industrial silicon remained flat at 9,200 yuan/ton, and the 421 (East China) average price was flat at 9,750 yuan/ton. The futures main contract closing price rose 0.23% to 8,625 yuan/ton [1] - N - type dense material price was flat at 46 yuan/kg, N - type re -投料 price was flat at 47 yuan/kg, N - type mixed material price was flat at 45 yuan/kg, N - type granular silicon price was flat at 44.5 yuan/kg, and the futures main contract closing price fell 0.04% to 52,260 yuan/ton [1] Supply and Demand Analysis - Industrial Silicon - Supply: As silicon prices rise, some previously - overhauled silicon plants in Xinjiang have resumed production. In the southwest, with the arrival of the wet season, power costs have decreased, and enterprise start - up rates are steadily increasing. It is expected that some silicon furnaces will restart in August, and supply will increase steadily [1] - Demand: Polysilicon enterprises continue to reduce production, but some silicon material plants plan to resume production, which will bring some demand increments. An organic silicon plant stopped production for rectification due to an accident, and the recent supply pressure of monomer plants has increased, and prices may be under pressure again. Silicon - aluminum alloy enterprises purchase as needed, and downstream low - level inventory - building willingness is insufficient [1] Supply and Demand Analysis - Polysilicon - Supply: Silicon material enterprises maintain a production - reduction state, but some new production capacity may be put into operation. After offsetting, it is expected that production will increase slightly, reaching nearly 110,000 tons in July and about 130,000 tons in August [1] - Demand: The photovoltaic market is weak, with rising inventories of silicon wafers and silicon materials. Recently, due to the expected increase in polysilicon prices, silicon wafer prices have risen, and the trading atmosphere has improved. However, the terminal market is still weak due to the large - scale pre - installation in the first half of the year [1] Industry News - On August 19, TBEA Co., Ltd. announced that it plans to issue up to 8 billion yuan of convertible corporate bonds to unspecified objects, and the funds will be used for a coal - to - natural - gas project with a total investment of 17.039 billion yuan [1] - From January to June 2025, Shandong Province issued 53.83 million green certificates, a 130.4% increase year - on - year, covering various renewable energy types [1]

Core Viewpoint - The announcement details a supplementary agreement for a general contracting project between Xinjiang Tianfu Energy's subsidiary and Kuitun Huaneng Electric Power Construction Co., with a contract value of 51.736 million yuan to accommodate changes in project design [1][2]. Group 1: Transaction Overview - The project involves a 3GW photovoltaic project in Manas County, with the supplementary agreement amounting to 5.17361 million yuan due to changes in the original planned route [1][2]. - The total amount for the project, including the main contract and supplementary agreement, is 47.41546 million yuan, with Kuitun Huaneng responsible for 47.10546 million yuan and China Energy Construction Group responsible for 310 thousand yuan [2]. Group 2: Related Party Information - Kuitun Huaneng Electric Power Construction Co. is a limited liability company with a registered capital of 100 million yuan, primarily engaged in power facility installation and construction [3][4]. - As of June 30, 2025, Kuitun Huaneng reported total assets of 156.87354 million yuan and total liabilities of 123.54461 million yuan [4][5]. Group 3: Pricing Basis for Related Transactions - The supplementary agreement's amount is based on the price from the publicly tendered main contract, ensuring fairness and transparency in pricing [5][6]. Group 4: Impact on the Company - The supplementary agreement is expected to facilitate the smooth progress of the photovoltaic project, contributing to the company's energy structure optimization and sustainable development [5][6]. Group 5: Approval Procedures - The transaction was approved by the company's board of directors with a unanimous vote, and independent directors confirmed that the transaction adheres to fair and transparent principles, protecting the interests of shareholders [6][7].

Group 1 - The National Energy Administration anticipates that the overall power supply during the peak summer period will be secure, although some regions may experience tight supply during peak hours [1] - Power industry listed companies are leveraging their strengths through coal power, green energy development, virtual power plant construction, and energy storage technology to ensure stable power supply [1] - Jiangsu Guoxin has reported sufficient coal reserves and a robust emergency response system, indicating confidence in meeting grid demands during peak electricity usage [1] Group 2 - China Yangtze Power's new solar power project is expected to generate approximately 19.84 million kilowatt-hours of clean energy annually, saving about 59,700 tons of standard coal and reducing CO2 emissions by approximately 163,500 tons [2] - Energy storage technology is increasingly crucial for addressing the mismatch between electricity supply and demand, with GCL-Poly Energy reporting multiple grid-connected energy storage projects [2] - The proactive layout of listed companies in the green energy sector not only supports summer power supply but also contributes to carbon emission reduction goals [2] Group 3 - Virtual power plants are emerging as an innovative solution for optimizing power systems and market transactions by aggregating distributed resources [3] - GCL-Poly Energy is enhancing its virtual power plant management platform through digital technology to ensure stable power supply and reduce energy consumption [3] - Industry experts emphasize the need for continued technological innovation and investment to address challenges and improve power supply capabilities for sustainable energy development [3]