在句容边城镇仑山山脉的深处，有一座神奇的电站，风景秀丽宜人，既能发电，又能存电，是个为 风光绿电配备的高效"充电宝"。 "看天上，那群鹰——"王威康突然抬手指向远空。蔚蓝的天幕下，三只苍鹰正迎风展翅，从容盘 旋。"电站刚建设时，人们在这里发现了一对老鹰。可能它们也爱上了这片山水，不但没飞走，反而'添 丁进口'，如今已是一家五口。"他语气中洋溢着自豪，"下水库区域早年就有白鹭栖息，施工期间一度 消失，但工程一结束，它们不但重新入住，规模还远胜从前，最近更吸引来一批鸳鸯安家落户。" 人不负青山，青山定不负人。 电站所在的区域曾经山路崎岖、人迹罕至。上水库原本是一处荒芜的冲沟，下水库边曾有个叫"姊 妹桥"的自然村落。为支持电站建设，全村百姓迁出了山谷。如今，电站的上水库叫作高仑湖，下水库 就叫姊妹湖。两个名字背后，是一段人与自然重新结缘的故事。 国网新源江苏句容抽水蓄能有限公司的水工管理李明回忆，大坝建设时采用土石混合料一层一层碾 压，施工期远望一片灰黄，填筑完成后，团队迅速开展覆土绿化，播撒本地草籽，仅用半年就让大坝与 原始山脉融为一体。"生态修复不是后期补救，而是在一开始就写进了电站的规划。"他说。建设过程 中 ...

南网储能公司梅蓄二期工程首台机组投产 具有诸多优势的抽蓄机组，既"庞大"，又"精密"！说它"庞大"，以梅蓄电站新投产的机组为例，它的总重约2000吨，相当于1000台新能源汽车的重量；它 的总高超过30米，这是10层居民楼的高度；它的底座"蜗壳座环"最大直径超过12米，与1个小花坛相当。说它"精密"，机组的铁心由超过10万张的硅钢片 叠加而成，每片钢的厚度只有0.5毫米，也就是5张A4纸叠在一起的厚度。当机组在飞速旋转时，其振动幅度却可以控制在50微米左右，只有1根头发丝的 粗细大小。 作为新型电力系统的高端技术装备，抽水蓄能机组主要由水泵水轮机和发电电动机两大部分组成，分别实现水的势能和机械能、机械能和电能的高效转 换。抽蓄机组既要用电抽水，又要用水发电，与常规机组相比，具有工况转换多、运行方式灵活、反应速度快等特点。"首台机组顺利投产是南网储能公 司坚持推进抽蓄装备高端化、智能化、绿色化发展的缩影，当前公司正以在建重大抽蓄工程为平台，加快促进我国抽蓄机组的迭代升级。"南网储能公司 生产技术部高级主管徐鹏表示。 △南网储能梅州抽水蓄能电站二期工程首台机组 8月26日，"十四五"粤港澳大湾区首个抽蓄工程——梅 ...

央视网消息：8月27日，位于新疆伊犁的西部油气能源大通道，西气东输果子沟管道控制性工程的首条山岭隧道将贯通。工程创多项行业纪 录，我国长输管道在复杂地质条件下的建设能力实现新的突破。 果子沟地处西天山腹地，是西气东输二线、三线穿越天山山脉的必经之路。由于该地区地质地貌复杂，地质灾害频发，对西气东输管道系统的 平稳运行构成挑战。 此次建设管道工程包括4条长距离山岭隧道，是目前国内油气管道领域单次掘进长度最长、断面尺寸最大、海拔最高、高差最大的山岭隧道项 目。 4条隧道自西向东，经过持续爬升，总长23.16公里，首尾落差达到668米，相当于1.5个小蛮腰的高度，是目前国内油气管道领域全断面硬岩隧 道掘进机单次掘进长度最长（6612米）、断面尺寸最大（6870mm）、海拔最高（2005米）、高差最大（324米）和正洞坡度最大（10.61%） 的山岭隧道，也是该领域首次穿越地震活动断裂带的隧道项目。 据了解，西气东输二三线果子沟管道工程预计2027年9月全线投产。截至目前，西气东输二线、三线管道已累计输送天然气超5570亿立方米， 惠及了管道沿线5亿人口。 创多项行业纪录 为能源大动脉加"双保险" 通过一个短片，了解 ...

"在能源结构转型的大背景下，抽水蓄能电站利用上下水库的高度差，在用电低谷时用富余的电能抽水 至上库储存，在用电高峰时放水发电，是当前技术最成熟、经济性最优、最具大规模开发条件的电力系 统绿色低碳清洁灵活调节电源。"项目负责人介绍。 作为我省重要的调峰储能项目，九峰山电站总装机容量高达2100兆瓦，额定水头达682米，设计年平均 发电量可达25.2亿千瓦时，相当于110万户家庭一年的用电量，年可节约标准煤15.6万吨、减少二氧化碳 排放68.85万吨。这座超级"能源调节器"和"超级充电宝"建成后，将以500千伏电压接入河南电网，主要 承担华中电网的调峰、填谷、调频、调相以及紧急事故备用等任务。 电站主要由上水库、下水库、输水系统、发电厂房系统及开关站等建筑物构成，于2022年11月开工建 设，首台机组计划于2028年12月投产发电，预计2030年2月全部机组投产运行。项目建成后，将有效保 障能源电力安全，缓解电网调峰难题，提升新能源电力的消纳能力，为新乡市构建清洁低碳、安全高效 的能源体系，推动经济社会高质量发展提供坚实支撑，也为中原大地高质量发展注入强劲的绿色动能。 （记者 赵振杰 代娟） 责任编辑： 路娇 ...

Core Insights - China's pumped storage capacity has ranked first in the world for nine consecutive years, with Japan and the United States following in second and third place respectively [1] - The rapid growth of renewable energy sources like wind and solar power has led to significant decarbonization in the electricity system, but it also presents new technical challenges that require advanced solutions like pumped storage [1] - The development of pumped storage is crucial for supporting the transition to a new power system and achieving high-quality growth in the sector [1] Industry Development - As of the end of 2024, China's total installed capacity of pumped storage power stations is expected to reach 58.69 million kilowatts, with the East China region having the largest capacity [1] - The total approved and under construction capacity of pumped storage stations nationwide is approximately 200 million kilowatts [1] - The report highlights that China has a unique advantage in pumped storage resources, with a total potential capacity of about 160 million kilowatts identified across various provinces [2] Market Mechanism - Regions like Guangdong and Shandong have initiated pilot projects for pumped storage to participate in electricity market trading, indicating a shift towards market-oriented operations [2] - The current electricity market is evolving, with auxiliary service markets starting to develop, but challenges remain for pumped storage to fully engage in the market [2] - Recommendations include establishing differentiated pilot projects and improving market mechanisms to enhance operational capabilities and ensure orderly implementation of plans [2] Pricing Mechanism - A reasonable pricing mechanism is essential for the sustainable development of the industry, with the current two-part pricing policy supporting investment returns and rapid growth [3] - As the national electricity market reform progresses, there is a need to transition the pricing policy towards market-based mechanisms, potentially adopting a "benchmark capacity price + difference contract" model [3] - Emphasis on technological advancements is crucial for enhancing the competitiveness of pumped storage, with a focus on innovation and cost reduction throughout the project lifecycle [3]

Core Viewpoint - The recent capital increase and share expansion project of State Grid Xinyuan Holdings Co., Ltd. raised 36.5 billion yuan, marking the largest cash fundraising in state asset rights trading history, aimed at hydropower energy storage project construction, potentially leveraging over 300 billion yuan in project investments [1] Group 1: Investment and Market Dynamics - The investment round attracted major players such as China National Petroleum, China Insurance, and several financial institutions, indicating strong confidence in the future of the hydropower energy storage sector [1] - The hydropower energy storage market is projected to grow significantly, with installed capacity expected to reach over 62 million kilowatts by 2025 and approximately 120 million kilowatts by 2030 [1][2] - By the end of 2024, the total investment in operational and under-construction hydropower energy storage projects in China is estimated to reach 2 trillion yuan [1] Group 2: Role of State Grid and Southern Power Grid - State Grid and Southern Power Grid are the largest operators and investors in the hydropower energy storage sector, with State Grid operating 75 stations with a total capacity of 94.04 million kilowatts, the highest globally [2] - Southern Power Grid operates 7 hydropower energy storage stations in the Greater Bay Area with a total capacity of 10.28 million kilowatts and has 9 under-construction stations with a total capacity of 10.8 million kilowatts [3] Group 3: Policy and Economic Factors - The introduction of a two-part pricing policy for hydropower energy storage has stimulated investment, ensuring returns for investors and encouraging project development [4][6] - The average construction cost for hydropower energy storage projects has increased significantly, now ranging from 8,000 to over 10,000 yuan per kilowatt due to challenges in project site selection [6] Group 4: Future Energy System and Flexibility - Hydropower energy storage is crucial for China's energy transition and the construction of a new power system, providing essential flexibility to manage the volatility of renewable energy sources [7][10] - Compared to other energy storage solutions, hydropower energy storage offers superior cost efficiency, safety, and technical maturity, making it a preferred choice for balancing renewable energy generation [9][10]

Core Viewpoint - The article highlights the significant investment in Guo Wang Xin Yuan, a subsidiary of the State Grid Corporation, which has attracted major investors like China National Petroleum Corporation and China Life Insurance, marking a record in state-owned asset financing and private equity investment in 2025 [1][5][8]. Group 1: Company Overview - Guo Wang Xin Yuan, established in 2005 and headquartered in Beijing, focuses on the development and operation of green adjustable power sources, primarily through pumped storage hydropower [3][10]. - The company has become a leader in the pumped storage sector, operating 75 plants with a total capacity of 9,404 MW, making it one of the largest in the world [14]. Group 2: Investment Details - The recent capital increase will raise funds for pumped storage projects, potentially mobilizing over 3 trillion yuan in investments [6][5]. - Key investors include China National Petroleum Corporation, China Life Insurance, and Anhui Energy Group, with China Life committing 5 billion yuan, showcasing a deep integration of insurance capital with the energy sector [5][7]. Group 3: Strategic Importance - The investment is seen as a crucial step in enhancing China's pumped storage capacity, supporting energy transition, and achieving national carbon neutrality goals [5][6]. - The collaboration between major energy and financial institutions is expected to strengthen the new energy system and ensure energy security in China [7][9]. Group 4: Industry Context - The article emphasizes the strategic significance of energy in the context of global competition, particularly in relation to artificial intelligence and clean energy investments [16][18]. - China has been a leader in clean energy investments, with projections indicating a doubling of investment scale by 2024, highlighting the country's commitment to renewable energy [16][17].

Core Viewpoint - The development of pumped storage hydropower in China is entering a new phase focused on high-quality exploration, emphasizing its role as a crucial component for the stability and safety of the new energy system [2][3]. Industry Development Status - The pumped storage capacity in China exceeds 60 million kilowatts, with significant ongoing construction, showcasing a trend of diversified investment and multiple application scenarios [3]. - Despite rapid growth in scale, the industry faces challenges in innovation, particularly in planning, equipment upgrades, and the application of new technologies [3]. Economic Viability of Projects - The new management measures for pumped storage project development aim to standardize the development order and eliminate extra burdens, gradually restoring investment value [4]. - The economic characteristics of pumped storage projects are complex due to their public good nature, where benefits are shared across various stakeholders, making precise benefit allocation challenging [4]. - Investment costs are influenced by factors such as contingency fees and interest during construction, which can exceed 20% of project estimates, necessitating a comprehensive evaluation of economic viability [4]. Relationship with New Energy Storage Technologies - New energy storage technologies have seen rapid development, surpassing pumped storage in installed capacity, but they do not hinder the growth and innovation of the pumped storage sector [6]. - Both technologies should develop synchronously, considering their unique characteristics and application scenarios, to avoid resource misallocation [7]. New Generation Pumped Storage Research - The new generation of pumped storage technology aims to overcome industry shortcomings and achieve safe, economical, reliable, and efficient development [8]. - This new technology focuses on expanding regulation types, enhancing quality, and optimizing costs, with an emphasis on innovation across various operational aspects [9]. Future Development Initiatives - The company plans to deepen research in critical areas such as design, equipment manufacturing, and operational control, promoting collaborative innovation across the industry [9]. - There is a commitment to demand-oriented development, tailoring power station functions to meet specific system needs and enhancing adaptability [9]. - Efforts will be made to improve policies that attract resources and investment, fostering a conducive environment for the growth of pumped storage projects [9].

Core Viewpoint - The successful development and testing of the 300 MW variable-speed pumped storage unit's AC excitation system marks a significant advancement in China's energy technology, breaking foreign monopolies and enhancing the construction of a new power system [1][2]. Group 1: Technological Advancements - The newly developed AC excitation system is ten times the capacity of conventional fixed-speed pumped storage units, ensuring precise control and output capabilities for variable-speed units [1]. - The variable-speed pumped storage unit can adjust its power output by nearly 50% through a 7% change in speed, making it more efficient in storing and utilizing intermittent renewable energy [2]. - The innovative "device series + branch parallel" technology route was adopted to overcome technical challenges, achieving output current and voltage levels that are three times and ten times higher than those of fixed-speed units, respectively [2]. Group 2: Project Implementation - The 300 MW and 400 MW domestic variable-speed pumped storage units have been included in the list of major technological equipment in the energy sector, reinforcing the technological and equipment support for green energy transition [3]. - The construction of the two projects, located in Zhaoqing and Huizhou, is progressing with plans for commissioning in 2026 and 2027, respectively [3].

Core Viewpoint - The recent capital increase and expansion by State Grid New Source Holdings Co., Ltd. is a significant move to enhance the development capacity of pumped storage projects in China, aiming to support the country's energy transition and achieve carbon neutrality goals [2][5]. Group 1: Capital Increase and Investment - State Grid New Source Holdings has signed a capital increase project worth 36.5 billion yuan, setting a record for cash fundraising in state asset transactions [2]. - The raised funds will be fully invested in pumped storage project construction, expected to leverage over 300 billion yuan in project investments, stimulating related industries such as equipment manufacturing, construction, and technology research [2][3]. Group 2: Industry Development and Capacity - As of 2024, China's cumulative installed capacity of pumped storage is projected to exceed 58 million kilowatts, with an additional 7.75 million kilowatts expected to be added that year [3]. - China has maintained the world's largest installed capacity of pumped storage for nine consecutive years, with ongoing projects showing a trend towards larger single-unit capacities and increased domestic manufacturing of equipment [3][4]. Group 3: Technological and Market Trends - Pumped storage technology is recognized as the most mature large-scale energy storage solution, suitable for peak shaving, frequency regulation, and emergency backup in power systems [4]. - The future of pumped storage is seen as a strategic opportunity, especially with the rapid increase in photovoltaic penetration and the challenges faced by the power system [5]. Group 4: Investment Recommendations - Investment opportunities are suggested in leading pumped storage companies with advantages in resource endowment, project acquisition, technological accumulation, and financial strength [5]. - Water and electricity companies with strong cash flow and active involvement in pumped storage are also highlighted as potential growth points [5].