格隆汇1月7日丨绿发电力(000537.SZ)在投资者互动平台表示，公司与宁夏天元锰业、中广核售电等企 业签订的长期绿电合同，属于跨区绿电交易。 ...

Core Viewpoint - The documentary "Big Northwest" highlights the role of the northwest region of China in the modernization process, focusing on energy security, ecological protection, and technological innovation [2][17]. Group 1: Energy History and Contributions - The northwest region, particularly the Loess Plateau, is recognized as the cradle of China's petroleum industry, with significant historical milestones such as the first oil well drilled in 1907 [5]. - The region has produced notable figures in the energy sector, exemplified by the contributions of Wang Jinxi, symbolizing the spirit of dedication and hard work in building China's energy capabilities [5]. - Lanzhou Petrochemical, known as the "first son" of China's petrochemical industry, has achieved 109 national firsts in various fields over its 60-year history, showcasing its pivotal role in the industry [7]. Group 2: Innovations in Energy Production - The northwest holds approximately one-third of China's coal resources, with advancements in technology leading to safer and more efficient mining operations [9]. - A significant development is the world's largest coal-to-oil facility in Ningdong, which produces 4.05 million tons of oil annually, marking a breakthrough in coal liquefaction technology [9]. - The integration of photovoltaic technology in Qinghai has not only provided clean energy but also revitalized local ecosystems, demonstrating a successful model of ecological restoration and economic benefit for local herders [11]. Group 3: Infrastructure and Energy Distribution - The use of ultra-high voltage transmission technology allows for rapid energy transfer from Xinjiang to eastern regions, exemplified by the speed of electricity transmission from Hami to Chongqing in just 7 milliseconds [14]. - The natural gas project in southern Xinjiang has significantly improved the quality of life for local residents, transitioning them from traditional fuel sources to cleaner energy [16]. - The northwest region serves as a crucial stabilizer in China's energy landscape, contributing to national energy security and supporting the country's green development goals [16].

Core Viewpoint - The company has made significant progress in green electricity projects by signing long-term contracts with multiple enterprises, totaling 8.9 billion kilowatt-hours over three years [1] Group 1: Contract Details - The long-term green electricity contracts signed by the company include partnerships with Ningxia Tianyuan Manganese Industry and China General Nuclear Power Corporation [1] - The total signed volume of these contracts amounts to 8.9 billion kilowatt-hours [1] - These contracts are categorized as cross-regional green electricity transactions [1]

Core Viewpoint - The company is actively investing in energy storage and thermal power projects alongside its focus on wind and solar energy, with a specific emphasis on solid-state battery technology for future developments [1]. Group 1: Company Strategy - The company is prioritizing investments in energy storage technologies, which include electrochemical storage, liquid compressed air storage, and flywheel storage [1]. - A significant project is the 200,000 kW/800,000 kWh independent energy storage power station in Wuhai City, set to be connected to the grid by November 2025, which will utilize semi-solid state battery technology [1].

每经AI快讯，有投资者在投资者互动平台提问：根据最新运营动态，塔城数据中心首批4500P（FP16） 算力项目已于2026年1月正式投运，对应年电力消耗约5000万度。该项目总规划达75000P算力规模，全 部建成后预计年耗电量将超8亿度，请问塔城数据中心对贵公司电力消纳改善有何影响？目前国家大力 发展智算中心，鼓励东数西算，请问贵公司目前是否有主动对接算力中心的行动？ （记者 张明双） 绿发电力（000537.SZ）1月7日在投资者互动平台表示，塔城数据中心首批算力项目投运将带来区域内 用电量的提升，促进改善新能源消纳。目前公司也正在积极对部分数据中心，洽谈绿电交易合作可行 性。 ...

案例3：内蒙华电（600863.SH） 响应政策，购建并举加快向新能源转型 一、交易特色 关键词：优化国资布局、新能源/清洁能源、超长锁定期 本次交易体现了典型的国企特色，相比案例2日播时尚跨界收购来说，更加稳健： 1、国企内部资产整合，同一控制下关联交易 交易双方（内蒙华电和北方公司）最终的实际控制人都是中国华能，符合国资委提出的推动优质资产注入上市公司、提高央企控股上市公司质量的政策方 向。 2、资产评估增值率高，严苛的业绩承诺与超长锁定期 标的资产评估增值率较高（如正蓝旗风电增值106.18%），采用收益法评估，这是能源行业项目收购的常见做法。 出售资产的大股东（北方公司）对其注入资产的未来盈利做出了三年业绩承诺。通过本次交易获得的新股票，锁定期长达60个月（5年），表明控股股东 对公司长期发展充满信心。 二、时间线 2025年2月11日，停牌； 2025年2月21日，交易预案； 2025年7月10日，披露重组草案； 2025年8月4日，上交所受理；紧接着多轮审核问询及回复； 2025年12月11日，上交所并购重组委审核通过； 2025年12月31日，获得证监会批复； 2025年12月31日，资产过户完 ...

Core Viewpoint - The article discusses the implementation details of the "Renewable Energy Green Power Certificate Management Implementation Rules (Trial)" issued by the National Energy Administration, which aims to enhance and standardize the management of green certificates for renewable energy in China [1][4]. Summary by Sections General Principles - The rules are designed to improve the mechanism for promoting green energy consumption and to standardize the issuance and management of green power certificates (referred to as green certificates) [5]. - The rules apply to the issuance, transfer, cancellation, and management of green certificates corresponding to renewable energy generation projects within China [5]. Responsibilities - The National Energy Administration is responsible for the design and management of the green certificate system, including the establishment and management of the national green certificate issuance and trading system [6]. - Various entities, including provincial energy authorities and power grid companies, are tasked with supporting the data collection and reporting necessary for green certificate issuance [7]. Account Management - Green certificate issuing agencies will establish accounts for relevant entities through the national green certificate issuance and trading system, recording the issuance, trading, transfer, and cancellation of green certificates [8]. - Power generation companies must complete the registration of their renewable energy projects within one month of grid connection to facilitate green certificate issuance [8][9]. Issuance of Green Certificates - Green certificates will be issued monthly based on renewable energy generation, with one certificate issued for every 1,000 kilowatt-hours of renewable energy generated [10]. - Different types of renewable energy projects will have specific rules for certificate issuance, with tradable certificates issued for certain projects starting from January 1, 2023 [10][11]. Transfer of Green Certificates - The national green certificate issuance and trading system is the sole channel for the transfer, freezing, and allocation of green certificates [14]. - Power generation companies and electricity users can choose any green certificate trading platform for transactions, with the requirement that the price of green certificates must be greater than zero [14][15]. Cancellation of Green Certificates - The issuing agency will cancel certificates that exceed their validity period or are associated with voluntary emission reductions [16]. - Users must select the environmental rights attribution location when purchasing green certificates, and the cancellation of certificates must align with the physical consumption of electricity [16][17]. Dispute Handling - Any disputes regarding the issuance or transfer of green certificates must be raised within three months, and the issuing agency will verify and process these disputes [18][19]. Information Management - All relevant entities must ensure the accuracy of information submitted to the national green certificate issuance and trading system [20]. - The issuing agency will compile and publish monthly reports on the issuance, trading, and cancellation of green certificates [20]. Supervision - The National Energy Administration and local government departments will oversee the implementation of the green certificate system and propose regulatory suggestions [21].

作为京津冀生态安全屏障的关键省份，河北农村清洁取暖工程历经八年深耕， 京 津 冀 地 区 细 颗 粒 物 （ PM2.5 ） 年 均 浓 度 为 37 微 克 / 立 方 米 ， 较 2013 年 下 降 63.7% 。 然 而，从"散煤主导"到"清洁全覆盖"的转变并非易事。今冬采暖季，河北部分农户"有 气 不 敢 烧 、 取 暖 成 本 高 " 的 现 实 困 境 表 明 ， 清 洁 取 暖 是 一 项 系 统 工 程 ， 既 要 算 环 保 账，更要守住民生温暖底线，消除政策与民生之间"温差"，这是对治理能力和治理智 慧的一次测试。 生态成果背后，民生张力逐渐显现。20 2 5年河北省两会期间，河北省人大代表杨辉 素 展 示 了 调 研 结 论 ： 过 去 烧 散 煤 一 冬 花 费 2 0 0 0—3 0 0 0 元 ， " 煤 改 气 " 后 费 用 飙 升 至 7 560—11 3 4 0 元 ， 占 2024 年 河 北 农 村 居 民 人 均 可 支 配 收 入 （ 2 2 0 2 2 元 ） 的 3 0%— 5 0%，成为农户沉重负担。 河北农村多数地区采暖气价高达3.15元/立方米，承德等地 ...

国家能源局关于印发《能源行业公共信用信息管理办法》的通知 国能发资质规〔2025〕109号 各省(自治区、直辖市)能源局、有关省(自治区、直辖市)及新疆生产建设兵团发展改革委、北京市城市管理委，各派出机 构，有关企业和协会： 为贯彻落实党中央、国务院决策部署，进一步强化能源行业公共信用信息管理，推动信用信息归集、共享和应用，我局研 究制定了《能源行业公共信用信息管理办法》,现予印发，自2026年5月1日起施行。 国家能源局 2025年12月4日 能源行业公共信用信息管理办法 目 录 第一章 总 则 第八章 附 则 第一章 总 则 第一条 为规范能源行业公共信用信息管理，推进能源行业信用体系建设，根据《中华人民共和国能源法》等法律法规，以 及《中共中央办公厅国务院办公厅关于健全社会信用体系的意见》等政策文件，结合能源行业实际，制定本办法。 第二条 本办法适用于能源行业公共信用信息的归集共享、公示、应用、修复、异议处理及相关监督管理活动。 本办法所称能源行业公共信用信息，是指国家能源局及其派出机构在履行法定职责、提供公共服务过程中产生和获取的， 或通过全国信用信息共享平台(信用中国)等共享地方能源主管部门及其他部 ...

日本中部电力公司1月5日召开记者会承认，为使其运营的滨冈核电站3号和4号机组通过 审查重启，该公司涉嫌存在操纵相关数据、故意低估可能发生的地震最大破坏力的行为。 去年2月，日本原子能规制委员会在接到外部举报后，启动了对中部电力公司相关行为的 调查。因为重要项目的判断依据存疑，规制委员会自去年12月起暂停了重启审查。 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 ▲ 日本滨冈核电站（资料图） 有关日本中部电力公司疑似在滨冈核电站3号和4号机组（静冈县）重启审查中，蓄意低 估作为抗震设计大致标准的"基准地震动"问题，1月7日，日本原子能规制委员会就继续 暂停重启审查达成一致。 日本原子能规制委员会委员长山中伸介指出，相关行为是直接关乎安全的审查数据造假事 件，显然是违规行为。负责地震与海啸审查的委员山冈耕春指出，滨冈核电站位于南海海 槽震源区的正上方，最受关注，中部电力公司的行为"属于伪造和篡改"。 因数据造假，日本继续暂停对滨冈核电站重启审查。 ...