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陇东-山东±800千伏特高压直流输电工程输送电量突破100亿千瓦时
该工程率先示范应用国产分接开关、基于国产芯片的直流控制保护系统、快速断路器等大量国产化设备,实现我国电工装备自主可控 新的突破,解决了部分关键核心部件的技术"卡脖子"问题,推动了直流设备制造技术的跨越式发展。 ±800千伏庆阳换流站作为庆东直流的送端站,肩负着助力甘肃能源转型、带动甘鲁两地经济社会发展的重要使命。今年迎峰度夏期 间,为保障庆东直流安全稳定运行,国网甘肃超高压公司全面压实安全责任,建立联动机制,构建±800千伏庆阳换流站立体化、全天候的 设备监控体系,全面深化设备隐患排查治理,确保庆东直流长周期安全稳定运行。 据了解,陇东-山东±800千伏特高压直流输电工程配套电源1450万千瓦,其中新能源1050万千瓦,储能105万千瓦,通过将甘肃风、 光、火、储能等不同形式的能源打捆外送,有力支撑甘肃新能源大规模开发利用,助推山东、甘肃两省经济增长和区域协调发展,为华东 地区能源保供和绿色发展注入了强劲动能。 9月24日,从国网甘肃省电力公司获悉,陇东-山东±800千伏特高压直流输电工程自投运以来输送电量达到100.2439亿千瓦时,突破100 亿千瓦时大关。 陇东-山东±800千伏特高压直流输电工程是我国 ...
“陇电入鲁”,突破100亿千瓦时
中国能源报· 2025-09-24 08:35
"陇电入鲁"输送电量突破1 00亿千瓦时。 来源:央视新闻客户端 End 欢迎分享给你的朋友! 出品 | 中国能源报(c n e n e rg y) 编辑丨闫志强 9月24日,陇东—山东±800千伏特高压直流输电工程输送电量突破100亿千瓦时,达到 100.24亿千瓦时,有力支撑甘肃新能源大规模开发利用,助推山东、甘肃两省经济增长 和区域协调发展,为华东地区能源保供和绿色发展注入了强劲动能。 "陇电入鲁"是我国首个"风光火储一体化"大型综合能源基地外送项目,起于甘肃庆阳换 流站,止于山东东平换流站,途经甘肃、陕西、山西、河北、山东五省,线路全长915公 里。 ...
300MW/1.2GWh!“陇电入鲁”配套F1储能项目全面建成
文 | 人民日报客户端 近日,华能陇东能源基地新能源项目配套F1储能项目已全面建成,具备受电条件。 陇东特高压工程配套新能源华能庆阳风光综合新能源示范项目配套储能项目,分两个区块建设储能电 站,F1区块位于环县虎洞镇贾驿村, 概算投资10亿元,容量30万千瓦/120万千瓦时 , 项目投运后 预计年消纳新能源电量4.2亿千瓦时,一次充电可储存约120万千瓦时电量,最大可满足24万户居民一 天的用电需求。 据了解,该项目储能设备采用 华能自主研发的单级分散式储能技术 ,该技术对电池的兼容性更强, 能够提升电池的安全性能,相较于传统的集中式储能技术, 分散式储能技术能够从根源上解决簇间环 流与能量衰减问题 ,更好地提升电网稳定性,进一步保障国家能源安全。 据华能陇东能源公司生产管理部副主任郝伟伟介绍,F1项目主要分为四部分,包括储能、调相机和升 压站及风光项目,目前储能项目已全部安装调试完成,等待下一步并网调试,升压站及风光项目目前 已经带电运行,两台调相机已经安装就位,进入收尾阶段。 1GW/4GWh!新疆超大容量独立储能电站投运 全球最大"超级电容+锂电池"混合储能电站并网! 据了解,"陇电入鲁"工程是国家"十 ...
晋控电力(000767) - 000767晋控电力投资者关系管理信息20250917
2025-09-17 01:58
3.未来会考虑布局储能、虚拟电厂等新型电力系统业务吗? 答:感谢您的关注。公司积极适应新型电力系统要求,目前已布 局火电储能,未来会考虑虚拟电厂业务。 4.有计划参与山西省"风光火储一体化"的项目吗 证券代码:000767 证券简称:晋控电力 晋能控股山西电力股份有限公司 投资者关系活动记录表 编号:2025 -4 | 投资者关系活动类别 | ☐ 特定对象调研 ☐ 分析师会议 | | --- | --- | | | ☐ 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 ☐ ☐ | | | 现场参观 ☐ | | | 其他(请文字说明其他活动内容) ☐ | | 参与单位名称及人员姓名 | 线上参与公司2025年半年度业绩说明会的投资者 | | 时间 | 2025年09月16日 15:00-16:00 | | 地点 | 价值在线(https://www.ir-online.cn/)网络互动 | | | 董事长、党委书记、总经理 师李军 | | | 独立董事、薪酬与考核委员会主任委员 栾华 | | 上市公司接待人员姓名 | 总会计师 王晓华 | | | 董事会秘书 姚健 | | | 1.请问山西省对高耗能企业 ...
660兆瓦超超临界“W”火焰锅炉机组转入商运
Ke Ji Ri Bao· 2025-08-28 01:28
项目全面投运后,年发电量约60亿千瓦时,年减排二氧化碳30万吨,相当于种植200余万棵树。项目还 将带动就业超1000人,对优化区域能源结构、促进经济高质量发展具有重要作用。同时,作为西南地区 首个千万千瓦级综合能源基地的重要组成部分,该项目将提升贵州电力供应稳定性与清洁能源占比, 为"双碳"目标落地提供坚实支撑。 据介绍,该项目通过深度煤电联营方式,在毕节市织金县打造贵州省第一批集"风光火储一体化"的高效 清洁能源项目。项目机组攻克了无烟煤高效清洁燃烧的技术难题,采用煤层气启停及助燃,相较于传统 燃油点火,在同等耗材情况下二氧化碳排放量减少了53%,氮氧化物、硫化物等污染物排放量下降超过 90%。 科技日报北京8月27日电 (记者吴叶凡 通讯员熊文友)记者从国家电投集团获悉,27日0时0分,国家电 投集团贵州金元织金"上大压小"异地改建项目(2×660兆瓦)2号火电机组顺利通过168小时满负荷试运 行,主要参数达设计值,环保指标达超低排放,标志着这一搭载世界首台套660兆瓦超超临界"W"火焰 锅炉的机组圆满转入商业运行。 ...
世界首台套660兆瓦超超临界双拱型燃煤机组全部成功投运
Core Insights - The successful operation of the world's first 660 MW ultra-supercritical double-arch coal-fired unit marks a significant breakthrough in China's clean coal technology sector [1][3] Group 1: Project Overview - The project is a "wind-solar-fire-storage integrated" clean energy initiative that combines "coal power + renewable energy" for complementary advantages [3] - The unit addresses the technical challenges of efficient and clean combustion of anthracite coal, utilizing coalbed methane for ignition and combustion support, resulting in a 53% reduction in CO2 emissions compared to traditional fuel oil ignition [3] Group 2: Environmental Impact - Emissions of nitrogen oxides and sulfur compounds have decreased by over 90%, contributing to significant pollution reduction [3] - The project is expected to save over 72 million yuan in coal costs annually and reduce CO2 emissions by over 300,000 tons each year, equivalent to planting 2 million trees [3] Group 3: Economic Contribution - Once fully operational, the project will generate approximately 6 billion kWh of electricity annually, with an estimated output value of around 2 billion yuan [3]
向“新”向“绿”,新突破!能源“大动脉”再添“多重保险” 夯实经济硬支撑
Yang Shi Wang· 2025-08-27 04:53
Group 1: Pipeline Construction Achievements - The first mountain tunnel of the Guozi Valley pipeline, part of the West-East Gas Transmission project, has been completed, marking a breakthrough in the construction capabilities of long-distance pipelines under complex geological conditions [1][5][12] - The Guozi Valley pipeline project includes four long-distance mountain tunnels, which are the longest, largest cross-section, highest elevation, and greatest height difference tunnels in China's oil and gas pipeline sector [5][10][12] Group 2: Project Specifications and Impact - The total length of the four tunnels is 23.16 kilometers, with a height difference of 668 meters, equivalent to the height of 1.5 "Little Waist" towers [10] - The project is expected to be fully operational by September 2027, and the existing West-East Gas Transmission pipelines have already transported over 557 billion cubic meters of natural gas, benefiting 500 million people along the route [7][8] Group 3: Environmental and Operational Benefits - The use of the largest diameter and longest construction distance dual-shield full-face hard rock tunnel boring machine ensures an average safe excavation of 450 meters per month [12] - The project will operate in conjunction with existing pipelines, providing a backup and enhancing the safety of the West's oil and gas energy corridor, while also reducing carbon emissions by 53% under the same material consumption conditions [12]
8.27犀牛财经早报:ETF总规模突破5万亿元 多家上市公司首次中期分红
Xi Niu Cai Jing· 2025-08-27 01:42
Group 1: ETF Market - The total scale of ETFs has surpassed 5 trillion yuan for the first time, with over 100 products exceeding 10 billion yuan in size [1] - The time taken to grow from the first trillion to the fifth trillion has shortened from 16 years to just 4 months, indicating strong investor interest [1] - As of August 26, there are 101 ETFs with a scale of over 10 billion yuan, with 7 of them exceeding 100 billion yuan, primarily led by the CSI 300 ETFs [1] Group 2: Mid-Year Dividends - A growing number of listed companies are announcing mid-year dividends, with approximately 400 companies disclosing dividend plans totaling around 180 billion yuan [1] - Notable companies like Taihe Holdings and China CNR have also introduced their first mid-year dividend plans [1] - The trend of high, frequent, and substantial dividends is encouraged by policies aimed at enhancing dividend stability and predictability [1] Group 3: Fund Distribution Performance - Independent fund sales institutions are experiencing performance divergence, with Ant Group's fund sales achieving a net profit increase of 360.66% [2] - Other platforms like Shanghai Tiantian Fund Sales are maintaining stable operations, while some, such as Zhejiang Tonghuashun, are facing adjustment pressures [2] - The competitive landscape in the fund distribution market is becoming increasingly pronounced, highlighting a "Matthew Effect" [2] Group 4: Margin Financing Competition - A fierce price war is occurring in the margin financing sector, with some brokers offering rates below 3%, lower than mortgage rates [2] - The total margin financing balance reached 2.1883 trillion yuan, marking a ten-year high [2] - Industry insiders suggest that brokers should focus on providing differentiated services rather than solely competing on price [2] Group 5: New Energy Technology - The world's first 660 MW ultra-supercritical double-arch coal-fired unit has been successfully put into operation, marking a significant breakthrough in clean coal technology [3] - This project integrates coal power with renewable energy, achieving a 53% reduction in CO2 emissions compared to traditional methods [3] - The unit is expected to save over 72 million yuan in coal costs annually, contributing to energy structure upgrades in the southwest region [3] Group 6: Company Financial Performance - Beijing Automotive reported a net profit of 360 million yuan for the first half of 2025, a decline of 81.8% year-on-year, with revenues down 12.6% [7] - Hengbao Co. saw a 44.41% drop in net profit, with revenues of 430 million yuan, down 8.64% year-on-year [8] - 360 Company reported a net loss of 282 million yuan for the first half of 2025, despite a revenue increase of 3.67% [9] Group 7: IPO and Acquisitions - Hesai Group has received approval from the China Securities Regulatory Commission for its IPO, planning to issue up to 51.2362 million shares [5] - Nanxin Pharmaceutical intends to acquire assets from Future Medicine for up to 480 million yuan, which is expected to constitute a major asset restructuring [6]
宏盛华源(601096):中报预告业绩高增,外部需求与内部提效共同发力
Changjiang Securities· 2025-07-17 14:12
Investment Rating - The investment rating for the company is "Buy" and it is maintained [6]. Core Views - The company is expected to achieve a significant increase in performance, with a forecasted net profit attributable to shareholders of 193-214 million yuan, representing a year-on-year growth of 90.99%-111.77%. The non-recurring net profit is expected to be 184-205 million yuan, indicating a growth of 154.98%-184.08% [2][4]. - The growth is attributed to the company's active market expansion and continuous cost reduction and efficiency improvement through process innovation and optimized procurement, enhancing overall profitability [9]. - The company anticipates that the robust demand for electricity, driven by high temperatures and economic growth, will lead to increased investment in the power grid, positively impacting its business [9]. Summary by Sections Company Performance - The company forecasts a net profit of approximately 360 million yuan for 2025, corresponding to a PE ratio of about 32.5 times [9]. Market Context - In the first five months of 2025, the national power grid investment reached 204 billion yuan, a year-on-year increase of 19.8%, indicating a significant uptick in investment scale [9]. - The total electricity consumption in the first five months of 2025 was 39,665 billion kilowatt-hours, showing a year-on-year growth of 3.4% [9]. Financial Data - The current stock price is 4.36 yuan, with a total share capital of 267,516 million shares and a net asset per share of 1.68 yuan [6].
建信期货焦炭焦煤日评-20250627
Jian Xin Qi Huo· 2025-06-27 01:57
Report Summary 1. Report Industry Investment Rating No information provided in the report. 2. Core Viewpoints - On June 26, the J2509 and JM2509 futures contracts of coke and coking coal continued to strengthen, with the JM2509 contract showing a larger increase, recovering most of the losses since May 23 [5]. - Since early June, coke and coking coal futures have rebounded due to a significant decline in coking coal imports and further production cuts by coking plants. However, there may be a divergence in their future market trends. Coke prices may be restricted by the slow production cuts of steel mills and may not have a significant rebound in the medium term, while coking coal prices may be relatively strong driven by the tightening of imports [10]. 3. Summary by Relevant Catalogs 3.1行情回顾与后市展望 (Market Review and Future Outlook) - **Market Review**: On June 26, the J2509 contract of coke closed at 1395.5 yuan/ton, up 1.86%, with a trading volume of 22,795 lots and a position of 51,299 lots. The JM2509 contract of coking coal closed at 819.5 yuan/ton, up 3.60%, with a trading volume of 870,999 lots and a position of 564,662 lots, an increase of 40,404 lots. The KDJ indicators of the J2509 and JM2509 contracts showed a clear golden cross the previous day and then rose in a divergent manner. The MACD red bars of both contracts continued to expand [5][8]. - **Future Outlook**: In the coke market, the production of independent coking plants has decreased significantly in the past two weeks, while the production of steel mills has increased. Port coke inventories are hovering near the lowest level since mid - March, and steel mill inventories have declined for seven consecutive weeks, while coking plant inventories have declined for two consecutive weeks from the highest level since early March. Tonnage coke profits have been in the red for five consecutive weeks, and the third round of price cuts for coke spot prices was implemented in early June, with further price cuts proposed in Hebei and Tianjin on June 20. In the coking coal market, the year - on - year growth of imports from January to April turned negative, but the absolute value of imports remained high. The inventories of raw coal and clean coal in coal washing plants have decreased after a significant increase. The inventory of independent coking plants reached a new low since late March, and port inventories are hovering at a low level since early August last year, while steel mill inventories are being depleted slowly. With steel mills still having relatively sufficient inventories, coking plant inventories are low, and coking coal spot prices are relatively resistant to decline [10]. 3.2行业要闻 (Industry News) - From June 23 - 24, Vice - Premier He Lifeng pointed out during a research trip in Hebei that efforts should be made to consolidate the stability of the real estate market and promote the innovation and development of high - end equipment manufacturing, intelligent photovoltaics, clean energy, and new materials enterprises [12]. - On June 26, the National Development and Reform Commission stated that as of the end of May, the installed capacity of wind and photovoltaic power generation in China reached 570 million and 1.08 billion kilowatts respectively, accounting for 45.7% of the total installed capacity, exceeding that of thermal power. It is estimated that the maximum power load during the peak summer period this year will increase by about 100 million kilowatts year - on - year. The NDRC has taken a series of measures to enhance power supply capacity, and the power supply and demand situation during the peak summer period this year is better than last year [12]. - On June 25, the Ministry of Ecology and Environment reported that as of the end of May, more than 80% of the country's crude steel production capacity had completed ultra - low emission transformation, and key projects for 170 million tons of coking and 30 million tons of cement clinker production capacity had completed ultra - low emission transformation [13]. - According to pre - disclosure information from Shandong Property Exchange Center, Jigang International Logistics Co., Ltd. is挂牌转让60% of the state - owned equity and creditor's rights of Shandong Baode Coal Co., Ltd. [13]. - Fujian Sansteel Minguang Co., Ltd. stated that in 2024, the company organized production and sales based on market benefits. The unit gross profit and sales volume were the lowest in the third quarter and the highest in the fourth quarter. From January to May 2025, the steel market continued the trend of the fourth quarter of 2024, and steel enterprises maintained a certain profit margin. In 2024, the company's iron ore procurement price decreased by 5.61% year - on - year, coking coal by 12.38%, coke by 14.73%, and the comprehensive steel sales price by 9.41% [13]. - On June 26, the coal inventory at Qinhuangdao Port was 5.62 million tons, up 0.54% from the previous day, down 2.26% from the previous week, and down 20.28% from the same period last month [13]. - On June 23, the 2 unit of the 2×1000 MW ultra - supercritical coal - fired power unit of Shandong Energy New Energy Group Lingtai Power Plant was successfully connected to the grid. The project is expected to generate 10 billion kWh of electricity annually after the first - phase two units are put into operation, effectively alleviating the power supply and demand pressure in Shandong during the 14th Five - Year Plan period [14]. - On June 26, the Gansu - Ningxia section of the West - East Gas Pipeline Project IV was successfully put into operation, making the entire pipeline fully operational. The project has an annual gas transmission capacity of 15 billion cubic meters, equivalent to replacing more than 27 million tons of standard coal and reducing carbon emissions by about 50 million tons [14]. - Xiangcai Securities stated that since the beginning of 2025, the coal industry has undergone a reshaping of the supply - demand pattern, and the coal price center has accelerated its decline. Due to the continuous decline in coal prices, some coal mines have cut production. With the approaching of the peak summer period, coal prices are expected to gradually recover [14]. - Dayou Energy's subsidiary, Yima Coal Industry Group Mengjin Coal Mine Co., Ltd., resumed production on June 23 after an accident - related shutdown on May 15 [14]. - As of June 23, Ningxia Coal Industry had completed a "coal transportation from Xinjiang to Ningxia" volume of over 1.5 million tons, an increase of 896,400 tons compared to the same period last year, reaching a record high [14]. - On June 25, the first train of 3,328 tons of Mongolian coal from the Sino - Mongolian cross - border railway, coal trade, and coal mine capacity expansion project departed from the Tavantolgoi Station of the Mongolian Railway Company, marking a solid step in the implementation of the coal trade long - term agreement [14]. - Russia is open to increasing production again at the next OPEC+ meeting if necessary. OPEC+ agreed to increase production by 411,000 barrels per day in July [15]. - In May 2025, Russia's coal production was 34.709 million tons, down 3.8% month - on - month and 2.2% year - on - year. From January to May, the cumulative coal production was 180 million tons, up 1.6% year - on - year [15]. - India's coal production is expected to reach a peak of 1.53 billion tons by 2030. In the 2024 - 2025 fiscal year, India's coal production exceeded 1 billion tons for the first time, reaching 1.048 billion tons, a 5% increase from the previous fiscal year. In the first two months of this fiscal year (April - May 2025), the total coal production was 168 million tons, a 3.45% year - on - year increase [15]. - Japan may face a severe power supply crisis in 2050 if power demand surges, aging thermal power plants are not replaced, and nuclear power plants are decommissioned as scheduled. It is estimated that Japan's power demand will increase by 2 - 25% in 2040 and 8 - 42% in 2050 compared to before the COVID - 19 pandemic in 2019 [15]. - South Africa's Thungela Resources expects its coal production in the first half of 2025 to reach 6.4 million tons, slightly higher than 6.2 million tons in the same period last year [15]. 3.3数据概览 (Data Overview) - The report provides a series of data charts, including the spot price index of metallurgical coke in major markets, the spot aggregated price of main coking coal in major markets, the production and capacity utilization rate of coking plants, the production and capacity utilization rate of steel mills' coke, the national daily average hot metal production, the coke inventories of ports/steel mills/coking plants, the tonnage coke profit of independent coking plants, the production and operating rate of coal washing plants, the raw coal and clean coal inventories of coal washing plants, the coking coal inventories of ports/coking plants/steel mills, and the basis between Rizhao Port's quasi - first - grade coke and the September contract, and the basis between Linfen's low - sulfur main coking coal and the September contract [17][18][19].