编者按 在"双碳"目标的推动下，风电、光伏等新能源装机容量迅猛增长。然而这些清洁能源"靠天吃饭"的特 性，让电流具有间歇性和波动性，当电流被大规模接入电网时，就像一股股不受控的"急流"冲击着平稳 运行的"河道"，给电网的稳定与消纳带来严峻挑战。不稳定的绿电如何稳定并网？这个难题成为推动能 源结构绿色转型的一大阻碍。在青海格尔木的戈壁上，全球首个50MW/100MWh智能组串式构网型储能 电站，正以突破性技术，将波动的绿电"捋顺"，锻造成可以支撑电网的坚实力量。 千万IP创科普，共筑科技强国梦。为普及科学知识，弘扬科学精神，提高全民科学文化素质，助力实现 高水平科技自立自强，中国科协科普部与人民网联合策划推出"见证科技之路"主题报道，聚焦国家科技 战略政策、重要科技奖项、"卡脖子"关键核心技术等，深入基层一线开展采访调研，推出一批生动鲜活 的科普精品，大力弘扬科学家精神，为建设科技强国汇聚磅礴力量。 0:00 ...

"压缩空气储能虽然具有规模大、寿命长、成本低、更环保等优势，但软岩地质条件下人工地下储气库 选址是该项目无法规避的难点。"大唐中宁能源开发有限公司综合管理部负责人白杰介绍，大唐中宁为 此联合国内顶尖科研院所团队，经过反复论证与试验，成功突破这一技术壁垒，实现了柔性密封技术应 用，大幅降低了压缩空气储能技术对地质条件的依赖。这一关键突破不仅为项目落地奠定了坚实基础， 更重要的是为我国三北地区推广压缩空气储能技术提供了关键支撑，对引领行业技术标准升级、推动储 能产业高质量发展具有里程碑式意义。 目前，依托中宁项目的技术积累与实践经验，该公司已完成宁夏全境储能厂址普查，初步锁定4个适宜 建设300MW级压缩空气储能项目的优质厂址，为后续规模化布局打下基础。 值得注意的是，该公司还创新推出"绿电直供+电网备容+余电上网"融合模式，成功将数据企业到户电 价降至0.36元/度，不仅打通了"源网荷储"与大电网的协同壁垒，更实现了能源要素的创新配置，为新能 源消纳与产业升级提供了可复制、可推广的"中宁方案"。(完) 中新网宁夏中宁10月27日电 (杨迪鲁治平)当前正值推动能源结构绿色转型、构建新型电力系统的关键阶 段，新型储 ...

Core Viewpoint - Shanghai Electric is actively pursuing international collaboration in the energy sector, focusing on green transformation and renewable energy development through recent discussions in Kazakhstan [1] Group 1: Company Activities - Shanghai Electric's Chairman Wu Lei led a delegation to Kazakhstan on October 16-17, engaging with local officials and companies [1] - Meetings were held with the Chinese Ambassador to Kazakhstan, Han Chunlin, and executives from Samruk Energy and Kazakhstan National Grid [1] Group 2: Areas of Focus - Discussions centered on energy structure green transformation, renewable energy development, and hydrogen cooperation [1] - Multiple cooperation memorandums were signed during the visit, indicating a commitment to future partnerships in these areas [1]

Core Viewpoint - China Resources Power's Shenwan Company successfully launched its 4th unit, marking the first dual investment of a million-kilowatt ultra-supercritical coal-fired power plant in South China during the 14th Five-Year Plan period [1][3] Group 1: Project Overview - The Shenwan Company's 3rd and 4th units (2×1 million kW) are key projects for clean coal power in Guangdong Province, designed with principles of leading technology, high efficiency, environmental protection, flexibility, reliability, and intelligence [3] - The total installed capacity of Shenwan Company now reaches 4 million kW, making it the largest clean coal power plant in Shenzhen [1][3] Group 2: Technical Aspects - The project utilizes internationally advanced ultra-supercritical reheat technology and incorporates an Automatic Power System (APS) for enhanced operational reliability and intelligence [4] - The dual-unit operation is expected to generate an additional annual output of over 10.5 billion kWh, contributing approximately 5 billion yuan in new value and saving 120,000 tons of standard coal annually, while reducing CO2 emissions by 400,000 tons [4] Group 3: Environmental and Economic Impact - The project is anticipated to create around 350 million yuan in regional tax revenue and improve the flexibility of the power grid, enhancing the reliability and stability of electricity supply in the Greater Bay Area [4] - The company has established the world's largest sludge co-firing disposal project, having co-fired over 2.3 million tons of sludge, which supports solid waste disposal in Shenzhen [4] Group 4: Future Plans - The company aims to continue its role as a stabilizing force in energy supply for the Greater Bay Area, focusing on technological and management innovations to support the national strategy for a clean, low-carbon, safe, and efficient energy system [6]

Core Viewpoint - The construction of the Kubuqi Desert New Energy Base in Inner Mongolia marks a significant step in China's renewable energy development, aiming to enhance the green energy structure in North China and promote ecological restoration [2][5][7]. Group 1: Project Overview - The Kubuqi Desert New Energy Base is the first large-scale "sand-gobi-wasteland" wind and solar power base in Inner Mongolia, with a total investment of 98.8 billion yuan, planning to build 8 million kilowatts of solar power and 4 million kilowatts of wind power, along with supporting coal power and new energy storage [2][5]. - The project is expected to be completed and operational by the end of 2027, with an annual electricity supply of approximately 36 billion kilowatt-hours to the North China power grid, of which 60% will be renewable energy [5]. Group 2: Environmental Impact - The base will reduce standard coal consumption by about 6.4 million tons and cut carbon dioxide emissions by approximately 16 million tons annually, contributing to the green transformation of the energy structure in North China [5]. - The Kubuqi Desert Base has already established 13.06 million kilowatts of renewable energy capacity and has implemented a "photovoltaic + desertification control" model, restoring around 300,000 acres of desertified land [5][7]. Group 3: Broader Context - Inner Mongolia has approved six large-scale "sand-gobi-wasteland" wind and solar power bases, with a total planned renewable energy capacity of 72 million kilowatts, which will supply 216 billion kilowatt-hours of electricity annually to North, East, and Central China [7]. - The green electricity proportion is expected to be around 60%, leading to a reduction of approximately 38.4 million tons of standard coal consumption and nearly 100 million tons of carbon dioxide emissions, while also promoting ecological restoration in several deserts [7].

Core Insights - The construction of the first 10 million kilowatt-level UHV (Ultra High Voltage) external delivery base in the Kubuqi Desert has officially commenced, marking a significant milestone for Inner Mongolia's energy sector [1][2] - The project involves a total investment of 98.8 billion yuan, with plans to build 8 million kilowatts of photovoltaic power and 4 million kilowatts of wind power, along with supporting coal power and new energy storage [1] Investment and Infrastructure - The base will feature a total capacity of 8 million kilowatts for external delivery, with a transmission line stretching 699 kilometers from Inner Mongolia to Hebei Province, operating at ±800 kV [1] - The project is expected to be completed and operational by the end of 2027, with an annual electricity delivery capacity of approximately 36 billion kilowatt-hours, of which 60% will come from renewable sources [1] Environmental Impact - The project aims to reduce standard coal consumption by approximately 6.4 million tons annually and cut carbon dioxide emissions by around 16 million tons, contributing to the green transformation of the energy structure in North China [1] - This initiative aligns with Inner Mongolia's strategy to enhance energy security and support the national "dual carbon" goals, while also addressing ecological challenges such as desertification [2]

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]