作为国家"十四五"规划102项重大工程之一、我国首条直接连接西北与西南的特高压直流通道，"疆电入 渝"工程于2025年6月10日投产送电，全线长达2260千米，总投资约286亿元。得益于特高压技术优势， 新疆戈壁的风能、太阳能转化的电能，仅需7毫秒即可抵达重庆，单日最大输送电量近1亿千瓦时。 在工业制造领域，充足的电能为汽车、电子等千亿级产业集群发展保驾护航。在民生服务方面，从居民 日常用电到商圈商户运营，从数据中心算力支撑到城市公共设施保障，"疆电"已全面融入山城人民生产 生活的方方面面，成为保障城市平稳运行的"能源基石"。 2025年12月30日，哈密—重庆±800千伏特高压直流输电工程投运以来，重庆累计消纳"疆电"突破100亿 千瓦时大关。这一里程碑式数据，标志着我国西北与西南跨区域能源合作迈入深度融合新阶段，为成渝 地区双城经济圈建设注入持续稳定的绿色动能。 ...

花旗发表研究报告指，由于华能国际电力股份2026年的市场基本电价似乎低于市场预期，因此将公司纳 入30日下行催化剂观察名单。该行表示，华能国际电力股份2025年前三季的中国电力销售中，有63.5% 来自广东、浙江和江苏三省，而2026这三省的加权平均市场基本电价按年下降13.4%。同时，中国煤电 厂的电产能将按年增长65%。该行预计，华能2026年的平均煤电电价将按年减少8.9%。该行予华能目标 价7.2港元，评级为"买入"。 ...

近年来，以风、光为主的新能源跃居省内第一大电源，火电虽不再是"主力电源"，但依然是重要的支撑 性、调节性电源。去年8月23日晚，江苏电网经历了一个典型时刻：新能源出力仅为219万千瓦，而省内 7960万千瓦主力燃煤机组中开机容量达7725万千瓦，运行机组平均负荷率超过96%，出力占比达到省内 主力电源总出力的85%，有力保障了夜间用电高峰时段的电力供需平衡。据悉，为提升供电可靠性，江 苏自2022年以来先后公布了两批次"先立后改"煤电项目和"十五五"中后期保障性调节性煤电项目，总规 模达2394万千瓦；加上此前已批准的国信射阳、国信滨海、华能通州湾等煤电项目和多台燃气机组，全 省计划新建火电总装机容量达3394万千瓦。截至目前，已有1380万千瓦容量建成投产，其中约七成位于 电力需求旺盛的苏南地区，显著缓解过江输电压力，为区域经济社会发展提供能源保障。 记者从能源部门获悉，随着2025年12月30日国信靖江发电有限公司4号机组、江阴利港发电有限公司10 号机组相继投产，我省当年新增火电装机规模达1040万千瓦，创下近20年来最高纪录。 据国网江苏电力预测，迎峰度冬期间，煤电顶峰出力将达8450万千瓦，同比增长 ...

近日，记者从中国电科院系统所获悉，该院牵头研发的"新型配电网高可靠保护"科技成果突破多源 协同、故障自愈等核心难题，构建起覆盖多场景的配电网保护技术体系，为新型电力系统建设筑牢安全 防线。 随着分布式电源大规模接入，传统配电网正向多源化、复杂化转型，电网故障特征发生深刻变化， 导致故障辨识难、处置慢等问题。为破解这一行业痛点，在团队负责人杨国生带领下，中国电科院联合 天津大学、山东大学、国网北京电力、南瑞继保、北京四方等产学研用多家单位历经十年攻关，依托重 大项目支持，取得三大核心突破：创新分布式电源自适应保护与控制协同技术，研发复杂拓扑线路高速 保护与恢复技术，攻克复杂非线性高阻接地故障灵敏辨识难题。 该成果实现配电网故障百毫秒级隔离与供电恢复，成功解决百毫安级微弱电流故障辨识难题。截至 目前，该成果已形成39项专利、41篇论文、6项标准及1部专著。基于该成果研制的13类新型保护设备在 30个省（区、市）的10（20）kV配电系统中应用超13万台，广泛服务电力、钢铁、轨道交通等行业， 部分设备已出口至海外12个国家。 作为新型电力系统安全运行的关键技术支撑，该成果不仅保障了首都及全国供电可靠性，更推动了 电 ...

Core Insights - The Hainan 500 kV main grid project and the Boao Zero Carbon Demonstration Zone have been selected as part of the "Top Ten Super Projects of Central Enterprises for 2025" by the State-owned Assets Supervision and Administration Commission [2] Group 1: Hainan 500 kV Main Grid Project - The project is set to be fully operational by December 15, 2025, and is a key initiative under the national "14th Five-Year" power development plan [2] - It aims to enhance energy security and support the development of a new power system, providing a robust backbone network for clean energy development and digital economy growth [2] - The project will create a "口" shaped main grid covering the entire Hainan province, significantly improving resource optimization and risk resilience of the local power grid [2] - It will facilitate the safe delivery and high proportion consumption of clean energy sources such as nuclear, solar, and wind power [2] - The project incorporates digital twin technology to serve as a model for building a green, low-carbon, and efficient modern energy system [2] Group 2: Boao Zero Carbon Demonstration Zone - The Boao Zero Carbon Demonstration Zone was officially renamed in March 2025 and is recognized as China's first region to achieve overall zero carbon operation through renovation [3] - The project, led by China Ocean Shipping Group, covers 190.15 hectares on Dongyu Island and includes 18 sub-projects focused on green building renovation, renewable energy utilization, and green transportation [3] - Since 2024, the group has implemented measures to eliminate the remaining 3.8% carbon emissions in the area, achieving zero carbon operation and setting a standard for replicable models [3] - The demonstration zone has reached "international first-class, domestic leading" levels, providing a "Chinese solution" for global regional zero carbon goals [3]

Group 1 - The core project is the 2×1000 MW peak-shaving thermal power project by Zhejiang Energy Wuwei, which is a key supporting facility for the "Long Electric into Zhejiang" ultra-high voltage direct current project, with a static investment of 7.08 billion yuan [1][2] - The project aims to stabilize and support the large-scale renewable energy output, ensuring reliable electricity delivery, with an expected annual power generation of 90 billion kWh and annual revenue of approximately 2.4 billion yuan [2][3] - The project is expected to create over 800 jobs and significantly contribute to the economic and social development of the Hexi region, optimizing energy resource allocation between eastern and western China [2][3] Group 2 - Gansu Zhongchao Energy Technology Co., Ltd. has established an intelligent production line with an annual capacity of 3 million supercapacitors, which began construction in August 2023 and is expected to be operational by September 2024 [3][4] - Supercapacitors are positioned as a new type of energy storage device with high power density, capable of rapid charge and discharge, and are environmentally friendly, making them ideal for new power system applications [3][4] - The production line is projected to achieve an annual output value of 1.2 billion yuan, enhancing the local new energy industry chain and technological empowerment [4]

索比光伏网 https://news.solarbe.com/202601/06/50016157.html 据国家电网报1月5日消息，数据显示，国网山东省电力公司2025年度售电量突破6000亿千瓦时，年度新 增电量规模居国家电网有限公司系统首位。 ...

Core Insights - The new coal-fired power units from Guoxin Jingjiang Power Co., Ltd. and Jiangyin Ligang Power Co., Ltd. will add a total of 10.4 million kilowatts of capacity in Jiangsu province by the end of 2025, marking the highest annual increase in nearly 20 years [1] - Although coal power is no longer the primary energy source in Jiangsu, it remains a crucial support and regulatory power source, especially during peak demand periods [1] - The Jiangsu power grid experienced a significant moment last August when coal-fired units accounted for 85% of the total output, ensuring a balance between electricity supply and demand during peak hours [1] Industry Developments - Since 2022, Jiangsu has announced two batches of coal power projects aimed at enhancing supply reliability, totaling 23.94 million kilowatts [1] - The planned new coal power capacity in the province is set to reach 33.94 million kilowatts, with 13.8 million kilowatts already completed and operational [1] - The majority of the new capacity is located in southern Jiangsu, which is experiencing high electricity demand, thereby alleviating transmission pressure across the river [1] Forecasts - According to predictions from State Grid Jiangsu Electric Power, peak coal power output during the winter season is expected to reach 84.5 million kilowatts, representing an 11.5% year-on-year increase [2] - This output will provide essential support for the anticipated maximum electricity load of 138 million kilowatts across the province [2]

Core Viewpoint - The South Korean stock market is experiencing an unprecedented "revival-style surge" in 2025, with the Kospi index rising over 76% year-to-date, making it the best-performing major stock index globally [3][4]. AI Investment Theme - The biggest winners in the AI investment theme are not traditional chip manufacturers but industrial stocks associated with AI, such as Hyosung Heavy Industries and Doosan Enerbility, both of which have seen stock prices rise over 330% this year [5][6]. - Goldman Sachs predicts a significant increase in global data center electricity demand driven by AI, with a forecasted expansion of 175% by 2030, emphasizing the critical role of electricity in AI infrastructure [6][7]. Storage Chip Leaders - Samsung Electronics and SK Hynix have solidified their positions as the largest weight stocks in the Kospi index, with Samsung's stock rising 125% and SK Hynix's stock increasing by approximately 268% this year [8][10]. - The demand for high-performance storage chips, particularly HBM and enterprise-level NAND, is expected to continue growing, with a "storage supercycle" anticipated to last until at least 2027 [9][10]. Defense and Military Sector - The global military spending surge, driven by geopolitical tensions, has led to significant interest in South Korean defense contractors, with companies like Hanwha Aerospace seeing stock prices rise nearly 200% this year [11][12]. - The international rearmament trend is expected to sustain military stock performance over the next 2-3 years, positioning it as a core driver of stock market growth [11]. K-Beauty Sector - APR Corp., a newcomer in the K-Beauty sector, has seen its market value soar by 369%, outperforming established brands like Amorepacific Corp. and LG H&H [13]. - The success of APR is attributed to its innovative sales approach focused on social channels and user experience, contrasting with traditional retail methods [13]. Gaming Sector Struggles - Despite the overall market rally, South Korean gaming developers like Krafton and Com2uS have faced significant declines, with Krafton's market value shrinking by about 20% and Com2uS down over 30% [14][15]. - Concerns over limited appeal in the Asian market and competition from Chinese rivals have led investors to shift their focus away from these gaming stocks [14][15].

格隆汇1月6日丨根据联交所最新权益披露资料显示，2025年12月30日，中广核电力(01816.HK)获中信证券资产管理有限公司在场内以每股均价2.9394港元增 持3049.4万股，涉资约8963.41万港元。 增持后，中信证券资产管理有限公司最新持股数目为2,036,073,000股，持股比例由17.97%上升至18.24%。 | 股份代號: | 01816 | | --- | --- | | 上市法國名稱: | 中國廣核電力股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 06/12/2025 - 06/01/2026 | | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的 | | --- | --- | --- | --- | --- | --- | | | 历营河号 | | | | (請參閱上述 *註解)有投票權股 (日/月/年 | | | | | | | 份自分比 | | CS20251231E00004 | 中信证券资产管理有限公司 | 1101(L) | 30,494 ...