行 业 研 究 美能源部公布首批核反应堆试点计划名单，谷歌与凯罗 斯电力选定田纳西州建先进核电站 投资要点： 美能源部公布首批核反应堆试点计划名单 行 业 定 期 报 告 美国能源部公布了入选核反应堆试点计划的 10 家企业名单，标志 着 2026 年 7 月前实现试验堆投运的竞赛正式启动。该计划开创了在美 国国家实验室外授权先进反应堆建设和试验的新路径。核反应堆试点 计划的目标是通过美国能源部（DOE）授权流程，在 2026 年 7 月前完 成至少三座试验堆的建造、运行并实现临界。这十家公司属于首批入 选名单，后续还将滚动受理更多申请并授予许可。 证 2）佳电股份：产品主氦风机是四代堆-高温气冷堆一回路唯一的 动力设备，子公司哈电动装的核主泵产品在核电业务细分行业处于领 先地位； 券 3）国光电气：公司偏滤器和包层系统是 ITER 项目的关键部件； 研 4）兰石重装：覆盖核能上游核燃料系统、中游核电站设备、下游 和乏燃料后处理； 究 报 5）科新机电：承制了高温气冷堆核电产品，新燃料运输容器实现 替代进口； 告 6）海陆重工：服务堆型有三代、四代堆以及热核聚变堆（ITER） 等； 谷歌与凯罗斯电力选定田纳西 ...

公司方面，据华西证券表示 配网/虚拟电厂：东方电子； 据央视财经8月21日报道，国家能源局今天对外发布了7月全社会用电量，达1.02万亿千瓦时，同比增长 8.6%。比十年前翻了一番，相当于东盟国家全年的用电量。突破万亿千瓦时大关，属全球首次。 报道指出，河南、陕西、山东等省居民生活用电量同比增长超过30%。从7月数据来看，新能源占比显 著提升，风电、太阳能、生物质发电量快速增加，占比接近总量的四分之一，体现出我国能源绿色转型 的步伐正在加快。 点评：华西证券指出，2023年国家电网电网投资额超5200亿元，2024年超6000亿元，2025年预计超6500 亿元，投资力度持续加大。加大电网投资包括建设特高压、提升区域电网互联互通能力、部署智能电网 技术等是促进新能源消纳、提升电力系统灵活性和韧性，将为新型电力系统建设提供重要支撑。 华泰证券指出，在新能源大规模并网和新型电力系统加速建设的背景之下，国家通过多项政策对电网调 度能力的优化提出了明确要求。 如2024年12月发布的《电力系统调节能力优化专项行动实施方案（2025-2027年）》要求电力调度机构 通过智能化改造实现各类调节资源分级精细化管理。 在分布 ...

Group 1 - The feasibility study report for the new Shanghai-Hangzhou high-speed railway has been approved, with a total investment of approximately 67.097 billion yuan and a length of about 223.8 kilometers [1] - The Shanghai-Hangzhou high-speed railway is a key component of the national "Eight Vertical and Eight Horizontal" high-speed railway network and is included in the 102 major railway projects of the 14th Five-Year Plan [1][2] - The average construction cost of the new railway is about 300 million yuan per kilometer, which is higher than the 233 million yuan per kilometer for the existing Shanghai-Suzhou-Lake high-speed railway [1] Group 2 - The new railway will enhance connectivity between Shanghai and Hangzhou, two major cities in the Yangtze River Delta, which is crucial for regional collaboration and urban competition [2] - The Shanghai East Station, the eastern terminus of the new railway, will be part of a large integrated transportation hub that includes the Shanghai Pudong Airport, benefiting residents of both cities [2] - The new railway is expected to significantly reduce travel time between Shanghai and Hangzhou, with future plans to further shorten the travel time to as little as 15 minutes [3]

每经记者｜杨欢 每经编辑｜刘艳美 据杭州日报消息，8月21日，国家发展和改革委员会官网发布信息——新建上海至杭州高速铁路（以下简称"沪杭高铁"）可行性研究报告获批。项目线路长 约223.8公里，总投资约670.97亿元，标志着这条西起杭州西站、东达上海东站的高速铁路距离开工又近了一大步。 当前南京与上海之间已有多条高铁直通，且沪宁之间的高铁车次远多于沪杭。再来看杭州，2010年开通的沪昆高铁沪杭段，其作为我国"八纵八横"高铁主通 道之一沪昆高铁重要组成部分，要承担起我国高铁大动脉的作用，时常"一票难求"。沪苏湖高铁则需北上湖州绕行，对客流压力缓解作用有限。 《"十四五"现代综合交通运输体系发展规划》中明确指出，围绕京津冀、长三角、粤港澳大湾区、成渝、长江中游等城市群，加强核心城市快速直连。眼 下，这条新建沪杭高铁将以更短的距离直接连通沪杭这两座长三角超大城市。 去年，大上海都市圈"扩容"，新增包括杭州在内的5座城市。彼时，杭州方面就曾表示，要主动接轨和服务大上海，积极对接上海大都市圈，全面融入长三 角一体化，通过优势互补、协同创新，形成错位发展、共同进步的强大动能。 图片来源：摄图网_501623069 沪杭 ...

Core Insights - In July, China's total electricity consumption exceeded 1 trillion kilowatt-hours for the first time, reaching 1.02 trillion kilowatt-hours, a year-on-year increase of 8.6%, marking a significant milestone in the power industry and reflecting the vitality of the Chinese economy [2] - The increase in electricity consumption was driven by multiple rounds of high temperatures and stable industrial production, with urban and rural residential electricity consumption reaching 203.9 billion kilowatt-hours, a year-on-year increase of 18.0% [2] - The share of renewable energy is undergoing a historic transformation, with the proportion of wind, solar, and biomass power generation rapidly increasing to nearly one-quarter of the total, indicating accelerated progress in China's energy transition [2] Industry Developments - Electricity is becoming a core competitive force in the Fourth Industrial Revolution, with the consensus in the global AI industry that "the end of computing power is electricity" [3] - The "East Data West Computing" strategy is steadily advancing, and new policies are being implemented to meet the growing electricity demand from emerging scenarios such as computing centers and smart factories [3] - The monthly electricity consumption surpassing 1 trillion kilowatt-hours not only signifies China's leading energy supply capacity globally but also indicates a strategic advantage in infrastructure construction for future industrial upgrades [3]

Core Insights - The total electricity consumption in China reached a historic milestone of 1.02 trillion kilowatt-hours in July, marking a year-on-year increase of 8.6% [2] - This consumption level is equivalent to the annual electricity usage of ASEAN countries and has doubled compared to ten years ago [2] - The increase in electricity demand is driven by prolonged high temperatures and stable industrial production [2] Electricity Consumption Trends - Urban and rural residential electricity consumption reached 203.9 billion kilowatt-hours in July, showing a significant year-on-year growth of 18.0% [2] - Certain provinces, such as Henan, Shaanxi, and Shandong, experienced residential electricity consumption growth exceeding 30% [2] Renewable Energy Development - The share of renewable energy sources has significantly increased, with wind, solar, and biomass power generation rapidly rising to nearly one-quarter of total electricity consumption [2] - This trend reflects the acceleration of China's energy transition towards greener sources [2]

Core Insights - In July, China's total electricity consumption surpassed 1 trillion kilowatt-hours for the first time globally, reaching 1.02 trillion kilowatt-hours, a year-on-year increase of 8.6% [1] - The electricity consumption has doubled compared to ten years ago, equivalent to the annual electricity consumption of ASEAN countries [1] - High temperatures and stable industrial production contributed to the rapid growth in electricity consumption [1] Electricity Consumption Breakdown - Urban and rural residential electricity consumption reached 203.9 billion kilowatt-hours in July, showing a year-on-year growth of 18.0% [1] - Provinces such as Henan, Shaanxi, and Shandong experienced residential electricity consumption growth exceeding 30% year-on-year [1] Renewable Energy Contribution - The share of renewable energy sources, including wind, solar, and biomass, has significantly increased, accounting for nearly one-quarter of total electricity consumption [1] - This increase reflects the acceleration of China's energy transition towards greener sources [1] Economic Implications - The rising electricity consumption serves as an indicator of economic trends, highlighting the ongoing deepening of China's economic transformation and the strong momentum of new growth drivers [1]

Core Viewpoint - The article highlights the historic milestone of China's total electricity consumption surpassing 1 trillion kilowatt-hours in July, marking a significant achievement globally, driven by high temperatures and stable industrial production [1]. Group 1: Electricity Consumption Data - In July, the total electricity consumption reached 1.02 trillion kilowatt-hours, representing a year-on-year growth of 8.6% [1]. - The electricity consumption has doubled compared to ten years ago, equivalent to the annual electricity consumption of ASEAN countries [1]. Group 2: Residential Electricity Usage - Urban and rural residential electricity consumption amounted to 203.9 billion kilowatt-hours in July, with a year-on-year increase of 18.0% [1]. - Provinces such as Henan, Shaanxi, and Shandong experienced residential electricity consumption growth exceeding 30% year-on-year [1]. Group 3: Renewable Energy Contribution - The share of renewable energy sources has significantly increased, with wind, solar, and biomass power generation rapidly rising, accounting for nearly one-quarter of the total electricity consumption [1]. - This trend reflects the accelerated pace of China's energy transition towards greener sources [1].

Group 1 - The nominal growth rate of fixed asset investment in China fell to 1.6% in the first seven months, but the actual growth, after excluding price factors, is approximately 4% to 5%, indicating a systematic optimization of the investment structure as the economy transitions from high-speed growth to high-quality development [1] - Investment in the manufacturing sector increased by 6.2% year-on-year, with notable growth in traditional manufacturing upgrades and high-end industries, such as aerospace and computer equipment manufacturing, which saw year-on-year growth rates of 33.9% and 16% respectively [1] - Investment in major sectors is growing rapidly, with equipment and tool purchases increasing by 15.2% year-on-year, accounting for 16.2% of total investment and contributing 2.2 percentage points to overall investment growth [1] Group 2 - Investment in renewable energy sources, including solar, wind, nuclear, and hydropower, increased by 21.9% year-on-year, supporting the green transformation of the economy and reducing reliance on traditional fossil fuels [2] - There is significant potential for investment in infrastructure and industrial upgrades, driven by the urbanization of nearly 300 million agricultural migrants, which creates demand for education, healthcare, and housing [2] - Policy measures are being implemented to stimulate effective investment, including the promotion of a unified national market and the activation of private capital through tools like REITs and industrial funds, which will enhance the investment environment [2]

如何优化各层级辅助服务市场的品类配置与交易机制？ 电力辅助服务是保障电力系统稳定、促进清洁能源消纳的关键，是能源绿色转型的重要支撑。 从辅助服务的内涵看，电力辅助服务是为维护电力系统安全稳定运行与电能质量，由电力调度机构统一 调用，在输送电能的同时向电力系统提供的安全调节服务，是确保电力系统安全可靠运行的关键基础。 电力辅助服务分为三大类：第一类是有功平衡服务，主要包括调频、备用和调峰服务等。第二类是无功 平衡服务，即电压调节服务。第三类是事故恢复类服务，主要包括黑启动、稳定切机和负荷控制等。随 着储能、虚拟电厂等新技术的应用，电力辅助服务的服务主体与服务内涵在不断拓展。 相较于一般电能商品，电力辅助服务具有三大特性： 近期，国家相关部委出台系列政策，明确电力辅助服务市场在电力市场体系中的核心地位，旨在健全市 场化价格机制，推动灵活调节性资源多元化发展，更好服务于新能源高质量发展和保障电力系统安全稳 定运行。 一是公共产品属性。与电能商品的私人消费性质不同，电力辅助服务的作用覆盖整个电力系统，对维持 系统整体稳定至关重要。公共产品属性具有不可分性和非排他性，即一旦辅助服务被提供，其效用将不 可分割地惠及所有接 ...