6月5日，多个电力板块迎来上涨。数据显示，南网电网系概念股涨4.52%，虚拟电厂概念股涨3.26%， 个股方面，南网能源（003035）（003035.SZ）涨停，协鑫能科（002015）（002015.SZ）涨3.86%。 《通知》显示，绿电直连项目以满足企业绿色用能需求、提升新能源就近就地消纳水平为目标。为此 《通知》规定，并网型项目整体新能源年自发自用电量占总可用发电量的比例应不低于60%，占总用电 量的比例应不低于30%，并不断提高自发自用比例，2030年前不低于35%，上网电量占总可用发电量的 比例上限则一般不超过20%。 在王永利看来，相比传统通过电网统筹调配的方式，绿电直连鼓励"就地生产、就地消纳"，可有效降低 输电损耗、提升绿电消纳水平，也满足企业日益增长的绿色用能需求，尤其适用于园区、数据中心、制 造基地等高负荷主体。 主营新能源电站一体化综合解决方案的晶科科技（601778）（601778.SH）今年5月曾在交流活动上表 示，公司在开发方面聚焦开发优势，拓展源网荷储一体化、海上风电、风光制氢、抽蓄调峰、数据中心 等园区绿电直连合作在内的新模式，积极储备项目资源，蓄力发展，也做积极变现。 贝 ...

四川省新能源动力股份有限公司 投资者关系活动记录表 编号：20250604 | | □媒体采访 □业绩说明会 | | --- | --- | | 投资者关系活 | | | | □新闻发布会 □路演活动 | | | □其他 | | | 长江证券 、泉果基金、易方达、景林、中银资管、安信基金 、 | | | 升基金、浦银安盛、创金合信、中意资产、华夏基金、长城基 | | | 金、银河自营、瀛赐基金、胤胜、永安国富资管 | | 地点 | 公司 1622 会议室 | | 上市公司接待 | | | 人员姓名 | 一、问答交流环节 | | | 1、公司基本情况介绍 | | | 答：公司聚焦绿色能源核心产业，主营业务包括新能源 | | | 发电和锂电业务，其中：新能源发电业务主要为风力发电和 | | 投资者关系活 动主要内容介 | 光伏发电项目开发、建设和运营，以及垃圾焚烧发电项目的 | | 绍 | 投资运营及环卫一体化；锂电业务主要为碳酸锂、氢氧化锂 | | | 产品的生产和销售，以及李家沟锂矿采选。 | | | 145 万千瓦。其中，风电光伏装机总量 129.77 万千瓦，2024 | | | 年平均利用小时数约 3, ...

期货日报网讯6月5日，国务院新闻办公室举行新闻发布会，介绍"深化提升'获得电力'服务水平全面打 造现代化用电营商环境"有关情况，并答记者问。 国家能源局副局长宋宏坤在会上表示，近年来，中国可再生能源总体保持了高速度发展、高比例利用、 高质量消纳的良好态势，为保障电力供应、促进能源转型发挥了重要作用。截至今年4月底，我国可再 生能源发电装机达到了20.17亿千瓦，同比增长58%；风电光伏合计装机达到15.3亿千瓦，历史性超过了 火电装机。2024年中国可再生能源的新增装机3.73亿千瓦，约占电力新增总装机的86%；可再生能源新 增装机已经连续两年突破了3亿千瓦，在全球新增装机的占比超过了50%。 下一步，宋宏坤表示，国家能源局将以新型电力系统建设为主要抓手，指导各地能源主管部门、电力企 业、各派出能源监管机构继续推动落实有关要求，多措并举做好可再生能源高质量发展工作，全面推进 我国能源绿色低碳转型。 2024年，中国可再生能源发电量达到3.47万亿千瓦时，约占全部发电量的35%。从近年来的数据情况 看，我国风电、光伏发电总体保持了较高的消纳水平，个别年份有所波动，不同地区也存在一定的差 异。 为提升电力系统对新 ...

Group 1 - The overall economy of Tibet is showing steady progress with an optimistic outlook for market operators, driven by the optimization of industrial structure [1] - Strategic emerging industries, advanced manufacturing, and the digital economy in Tibet have seen significant growth, with tax-related market operators increasing by 22.3%, 25.5%, and 14.3% year-on-year respectively [1] - The sales revenue in high-tech and clean energy sectors has increased by 2.37 billion yuan compared to the same period last year [1] Group 2 - The Lhasa municipal solid waste incineration power plant (Phase II) is set to be completed in May 2025, capable of processing 800 tons of waste daily and generating 140 million kilowatt-hours of electricity annually [1] - The local tax authority has tailored green industry tax incentives for enterprises, helping them benefit from policies such as immediate VAT refunds and one-time deductions for fixed assets [2] - In 2024, the enterprise benefited from 2.73 million yuan in fixed asset deductions and R&D expense credits, alleviating financial pressure and accelerating environmental technology development [2] Group 3 - In Naqu County, rich wind and solar resources are being leveraged for green energy projects, with the tax authority establishing a dynamic management ledger for clean energy enterprises [3] - A "green energy service window" has been set up to provide convenient services like appointment-based tax handling and streamlined processes [3] - The total installed capacity of wind and solar projects in Naqu County has exceeded 50 megawatts, with tax incentives amounting to over 2 million yuan utilized for technology R&D and equipment upgrades [3] Group 4 - The traditional industries in Tibet are undergoing rapid transformation, while high-tech industries are steadily growing [3] - The tax authority aims to leverage tax data to support innovation, drive industrial transformation, and enhance service efficiency, ensuring that policy benefits reach market operators quickly [3]

Group 1 - The core viewpoint highlights the significant growth of the green power ETF, with a trading volume of 6.1863 million yuan and a 1.81% turnover rate, indicating strong market interest [1] - Over the past three months, the green power ETF has seen an increase in scale by 68.9715 million yuan, ranking first among comparable funds [1] - The ETF's share count has grown by 49.2 million shares in the last three months, also leading among comparable funds [1] Group 2 - The current price-to-earnings ratio (PE-TTM) of the index tracked by the green power ETF is 18.67, which is below 85.57% of the historical data over the past three years, indicating a low valuation [1] - The top ten weighted stocks in the index account for 58.12% of the total, with major companies including Changjiang Electric Power and China Nuclear Power [1] - Recent government initiatives aim to enhance the electricity service environment, promoting energy efficiency and the use of green electricity, which may benefit companies in the sector [1] Group 3 - In 2024, multiple policies are expected to create a stable market environment for renewable energy operators, leading to a stabilization in the industry [2] - The upcoming national energy work conference in 2025 is anticipated to further integrate renewable energy into the electricity market [2] - The market has likely priced in expectations for electricity volume and pricing in the renewable energy sector, with potential positive changes from green certificates and subsidies [2]

证券代码：001258 证券简称：立新能源 新疆立新能源股份有限公司 投资者关系活动记录表 编号：2025-005 | | 特定对象调研 分析师会议 媒体采访 业绩说明会 | | --- | --- | | 投资者关系活动 | | | 类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 | | 参与单位名称及 | 线上参与公司2024年度暨2025年第一季度业绩说明会的全体投 | | 人员姓名 | 资者 | | 时间 | 年 月 日（周三）下午 2025 6 4 16:00~17:30 | | 地点 | 同花顺路演平台（https://board.10jqka.com.cn/ir） | | 上市公司接待人 | 1.董事长陈龙 | | 员姓名 | 2.财务总监叶春 | | | 3.董事会秘书董爽 | | | 4.独立董事姚文英 1. 公司在 2024 年技术研发方面有哪些具体举措？ | | | 公司积极制定研发创新规划，短期内重点围绕全面建设清洁 | | | 低碳、安全高效的现代能源体系总体目标，重点突破"卡脖子" | | | 关键技术与核心装备，引领战略性、前瞻性能源技术快 ...

Core Insights - As of the end of April this year, China's renewable energy installed capacity has reached 2.017 billion kilowatts, marking a year-on-year increase of 58% [1] - The combined installed capacity of wind and solar power has reached 1.53 billion kilowatts, surpassing thermal power for the first time in history [1] - In 2024, China's new renewable energy installed capacity is projected to be 373 million kilowatts, accounting for approximately 86% of the total new power installed capacity [1] - Renewable energy's new installed capacity has exceeded 300 million kilowatts for two consecutive years, with a global share of over 50% [1] - In 2024, China's renewable energy generation is expected to reach 3.47 trillion kilowatt-hours, representing about 35% of total electricity generation [1] - Wind and solar power in China have maintained a high level of consumption, although there have been fluctuations in certain years and regional differences [1]

装一批光伏板，立几台风机，就可以躺着赚钱的时代过去了。根据《关于深化新能源上网电价市场化改 革促进新能源高质量发展的通知》，从今年6月1日起，新投产的新能源发电项目原则上全部入市交易， 电价由市场说了算。这一变化让习惯了由"政府定价"的新能源企业有点慌——由于未来电价和收益率不 确定性增加，不少企业担心行业会"硬着陆"，新增装机规模大幅下跌，观望情绪浓厚。不过也有人觉得 市场是块"试金石"，竞争力更强的企业会脱颖而出。进入新能源发电市场化时代，我们面对的是大风大 浪，还是星辰大海？ 市场化的核心逻辑很简单——优胜劣汰。成本更低、技术更强的企业会活下来，甚至活得更好。新疆的 光伏发电企业已经尝到甜头。他们利用与北京2小时的时差，把午后富余的绿电送到傍晚用电高峰的首 都。这种"错峰交易"既解决了新疆绿电消纳难题，又让北京用上优质绿电，更让企业赚到了真金白银。 类似的创新正在各地涌现，市场这只看不见的手，正把企业从"拼规模"推向"拼智慧"。 当然，竞争从来都不轻松。电价波动可能挤压利润，技术研发需要持续投入，管理粗放的企业难免被淘 汰。但纵观全球能源转型史，没有哪个产业能靠保护真正走向成熟。若此时仍蜷缩在政策"温室 ...

Group 1: Electric Automation Technology - Electric automation technology integrates multiple disciplines such as electronic technology, computer technology, and control technology, characterized by intelligence, efficiency, networking, and environmental protection, which is crucial for the high-quality operation of new energy generation systems [1] Group 2: Optimization of Energy Storage Systems - Power companies can enhance the stability and reliability of energy storage systems by implementing Model Predictive Control (MPC) algorithms, which predict photovoltaic power generation changes based on real-time solar intensity [2] - The application of reinforcement learning in the charging and discharging processes of energy storage systems can optimize control strategies to improve stability and reliability [2] - When determining the capacity of energy storage devices, historical generation data should be analyzed to understand the maximum, minimum, and fluctuation ranges of power generation, ensuring that energy storage systems can meet load demands during low generation periods [2] Group 3: Smart Grid Technology - Smart grids are modernized power networks built on integrated, high-speed bidirectional communication networks, incorporating advanced sensing, measurement, and control technologies [3] - Distribution automation systems based on electric automation technology can utilize smart meters and distributed sensors to collect real-time operational data, enabling intelligent operation and management of the distribution network [3] - Automation systems in substations allow remote operation and control of equipment, improving accuracy and efficiency while reducing safety risks associated with human error [3] Group 4: Energy Management Systems (EMS) - Energy Management Systems (EMS) are core control systems for grid operations, and optimizing them through electric automation technology significantly enhances the management capabilities of new energy generation and grid loads [4] - High-precision power sensors and high-speed communication networks enable real-time monitoring of new energy generation output, allowing for in-depth data analysis [4] - Intelligent algorithms and model predictive control techniques can optimize scheduling strategies, balancing new energy and traditional energy generation proportions [4] Group 5: Intelligent Diagnosis and Maintenance of Generation Equipment - The use of IoT technology in solar power plants allows for real-time monitoring of key equipment parameters, aiding in quick fault diagnosis and response [5] - Wind power plants can monitor operational parameters of wind turbines, enabling remote control and health monitoring of critical components [5] - Preventive maintenance plans should be developed based on health and fault prediction models, incorporating regular inspections and equipment maintenance to reduce failure rates and costs [5][6]

Group 1 - The core viewpoint of the news is the performance of the China Securities Jiangsu New Energy Industry Index, which reflects the overall performance of listed companies in the new energy sector based in Changzhou [1] - The index has shown a 2.76% increase over the past month, a 5.91% decrease over the past three months, and an 8.15% increase year-to-date [1] - The index is composed of companies involved in new energy vehicles, new energy generation, storage, and distribution, selected from the global market [1] Group 2 - The top ten weighted companies in the index include Li Auto (11.96%), Hengli Hydraulic (9.8%), Ninebot (8.84%), and others, indicating a diverse representation of the new energy sector [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (49.34%) and Shenzhen Stock Exchange (31.21%), with smaller proportions on the Hong Kong Stock Exchange (16.85%) and others [2] - The industry composition of the index shows that industrial companies account for 47.89%, consumer discretionary for 42.68%, and information technology for 6.46%, among others [2]