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国家电投集团综合智慧能源有限公司迁址雄安新区
Xin Lang Cai Jing· 2026-01-06 10:13
此前,国家电投集团已在雄安新区持续布局:2018年,国家电投集团雄安能源有限公司注册成立,率先 在雄安新区能源领域开展众多示范项目。2025年8月,国家电投集团雄安基地项目完成土地出让,正加 快推动开工建设。2025年10月,国家电投集团置业项目专业化运营管理平台国电投置业(雄安)有限公司 注册成立。 河北雄安新区商务和投资促进局有关负责人表示,国家电投集团的系统性布局是雄安新区以承接疏解带 动区域发展、引领科技创新、加速产业集聚的生动实践。 中新网雄安1月6日电 (赵丹媚 韩冰)6日,国家电投集团综合智慧能源有限公司(以下简称"电投综能")正 式迁址至雄安新区,成为雄安新区2026年首家市场化疏解的央企二级子公司。 电投综能是国家电力投资集团有限公司(以下简称"国家电投集团")为适应新型电力系统和新型能源体系 建设新要求,聚焦综合智慧能源产业高质量发展和用户侧综合智慧能源创新,整合相关业务板块组建的 专业化公司。 目前,雄安新区能源央企集聚效应显著。中国华能集团有限公司等3家能源央企总部落户雄安,国家能 源投资集团有限责任公司、中国核工业集团有限公司等能源央企集中在雄安新区布局二三级子公司或创 新业务板块。 ...
国家能源局发布《分布式电源接入电力系统承载力评估导则》等重点行业标准
国家能源局· 2026-01-06 10:00
Core Viewpoint - The article discusses the recent announcement by the National Energy Administration regarding the issuance of key industry standards aimed at regulating energy project planning, construction, and safety management, as well as promoting new technologies and industries to support energy efficiency and carbon emission management [2] Group 1: Comprehensive Technical Specifications - The guideline for assessing the carrying capacity of distributed power sources connected to the power system is established, which aims to enhance the evaluation of distributed renewable energy integration and improve the capacity of the distribution network [3] - A series of safety production standardization implementation specifications for power generation enterprises have been released, covering various types of power generation including hydropower, gas, coal, photovoltaic, and wind power, to strengthen safety management and supervision [4][5] - The operational and maintenance regulations for special transmission channels have been defined, focusing on improving the efficiency and safety of large power grid operations [6] - Standards for the construction of basic geographic information databases for power engineering have been established to support the digitalization of power engineering [7][8] - The continuous mining machine excavation and mining technical specifications have been introduced to promote safe and efficient mining practices in coal enterprises [9][10] Group 2: Important Product Standards - The clean low-carbon hydrogen evaluation standard has been set to guide hydrogen production companies in accurately defining carbon footprint accounting boundaries and methods, promoting a shift towards greener hydrogen production processes [11] - A standard for evaluating green ammonia products has been established, filling a gap in the evaluation of green ammonia and supporting the industry's low-carbon transition [12] - The green methanol product evaluation standard has been introduced to regulate the technical requirements for green methanol, aiding in the industry's transition to low-carbon practices [13] - The B24 heavy marine fuel oil standard has been defined to support the production and sales of bio-marine fuels, guiding the industry's green transformation [14][15] Group 3: New Technologies, Industries, and Business Models - General technical conditions for photovoltaic power station inspection robots have been established, which will enhance the intelligent operation and maintenance of photovoltaic power stations [17] - Guidelines for assessing the deep peak-shaving capacity of coal-fired power units have been introduced, aimed at improving the utilization of renewable energy and reducing waste [18][19] - Design regulations for gas-insulated metal-enclosed transmission lines have been set to provide technical basis and standardize requirements for engineering applications [20][21] Group 4: Energy Efficiency and Carbon Emission Management Standards - The carbon emission quantification method and evaluation standard for wind power projects throughout their lifecycle have been established, providing a technical basis for accurate carbon accounting [22][23] - The carbon emission quantification method and evaluation standard for photovoltaic power projects have been defined, supporting low-carbon management in the industry [24][25] - The energy consumption status evaluation technical specification for coal-fired power plants has been introduced, aimed at optimizing energy consumption levels and supporting environmental upgrades [26][27]
晶科能源取得太阳能电池结构优化专利
Jin Rong Jie· 2026-01-06 09:59
Group 1 - The core point of the article is that Jinko Solar (Haining) Co., Ltd. has obtained a patent for "solar cells and their preparation methods, photovoltaic modules," with the authorization announcement number CN120813056B, and the application date is September 2025 [1] - Jinko Solar (Haining) Co., Ltd. was established in 2017 and is located in Jiaxing City, primarily engaged in the production and supply of electricity and heat [1] - The registered capital of Jinko Solar (Haining) Co., Ltd. is 357 million RMB [1] Group 2 - According to data analysis from Tianyancha, Jinko Solar (Haining) Co., Ltd. has participated in 56 bidding projects and holds 903 pieces of patent information [1] - The company also possesses 72 administrative licenses [1]
山西2026省级重点工程项目:灵活储能调节38项
Core Viewpoint - The article outlines the list of key provincial engineering projects in Shanxi for 2026, emphasizing the focus on energy transition and sustainable development through various projects in renewable energy and advanced energy technologies [2]. Energy Transition Projects - A total of 629 major engineering projects are included in the list, with 174 projects specifically related to energy transition [2][3]. - The largest category within energy transition projects is flexible energy storage and regulation, comprising 38 projects [2][3]. - Other categories include wind and solar power (19 projects), advanced coal power (9 projects), green electricity parks (15 projects), and modern coal chemical projects (12 projects) [3][12]. Flexible Energy Storage Projects - The 38 flexible energy storage projects include various types such as pumped storage, new energy storage, battery swap stations, and ultra-high voltage projects [2][4]. - Key locations for new energy storage projects are distributed across cities including Datong, Xinzhou, Jinzhong, Yangquan, Changzhi, Jincheng, Linfen, Yuncheng, and Lüliang [2][4][5]. Green Electricity Parks - There are 15 projects dedicated to the establishment of green electricity parks, aimed at integrating renewable energy sources into local industries [6][7]. - Notable projects include the integrated green electricity direct connection pilot project in Yangquan and the green electricity park construction in various cities [6][7]. Coal Supply and Storage Projects - The list includes 22 projects focused on coal production, supply, storage, and sales, highlighting the ongoing importance of coal in the region's energy landscape [6][8]. - Projects aim to enhance the efficiency and sustainability of coal operations across Shanxi [6][8]. Advanced Energy Equipment - There are 24 projects related to advanced energy equipment, which are crucial for supporting the energy transition and improving energy efficiency [6][18]. - These projects include the production of high-performance materials for energy applications and the development of smart energy technologies [6][18]. Non-Conventional Natural Gas Projects - The list features 12 projects aimed at increasing the production and storage of non-conventional natural gas, reflecting a shift towards diversifying energy sources [6][17]. - These projects are essential for enhancing energy security and reducing reliance on traditional fossil fuels [6][17].
华能水电:2025年发电量同比增加13.32%
Xin Lang Cai Jing· 2026-01-06 09:16
Core Viewpoint - Huaneng Hydropower announced that it expects to achieve a power generation of 126.932 billion kWh in 2025, representing a year-on-year increase of 13.32% [1] Group 1: Power Generation and Supply - The expected power generation for 2025 is 1269.32 billion kWh, with a corresponding grid electricity supply of 1258.58 billion kWh, which is a year-on-year increase of 13.36% [1] - The increase in power generation is primarily attributed to a rise in electricity demand, particularly in Yunnan Province, and an increase in electricity transmission from the west to the east [1] - The full-capacity operation of TB Hydropower Station and Hardshell Hydropower Station significantly boosted the installed capacity of renewable energy, contributing to the increase in power generation [1] Group 2: Hydrological Conditions - The hydrological conditions in the Lancang River basin, specifically at the Nuozhadu section, showed a 15% increase in water inflow compared to the previous year [1] - The company maximized power generation during the main flood season, effectively releasing hydropower storage [1]
调研速递|南方电网数字研究院接待中信证券调研:“电鸿”生态构建提速 在手订单80.37亿元
Xin Lang Zheng Quan· 2026-01-06 09:09
Core Insights - The company is focusing on the development of the "Dianhong" IoT operating system, which is the first domestic power IoT operating system based on the national open-source system, generating revenue through the sale of core modules and customized technical services [2] - The "Spatiotemporal Intelligent Digital Twin" project has a total investment of approximately 3.40 billion yuan, aimed at enhancing decision-making efficiency and management levels in the energy sector through digital twin simulations [3] - The digital infrastructure business is aimed at providing customized digital transformation technology for large state-owned enterprises, with a focus on optimizing cloud services and building data centers to support distributed computing needs [4] - As of June 30, 2025, the company reported a total order backlog of 8.037 billion yuan, with non-related customer orders at 810 million yuan, indicating growth in major customer investments despite potential revenue fluctuations due to project delivery schedules [5] Group 1 - The "Dianhong" IoT operating system is expected to expand its market share in the power grid sector through an open technology platform and collaborative mechanisms [2] - The digital twin project will not adopt a one-time sales model but will generate continuous revenue through platform operation services and customized application development [3] Group 2 - The company aims to strengthen its digital infrastructure by enhancing the South Grid Cloud and building a "3+1+X" cloud data center, along with accelerating the construction of edge computing centers [4] - The company plans to leverage its experience in the digital transformation of the power industry to gradually expand its business areas beyond the domestic market [5]
从计算器到亿万算力
Core Viewpoint - The article highlights the evolution of power grid dispatching in Shandong, China, showcasing advancements from basic manual operations to the implementation of large model technologies for intelligent grid management over the past 30 years [1] Group 1: Historical Development - In 1996, Liu Yuanlong, the current director of the State Grid Shandong Electric Power Dispatching Center, graduated and began working in dispatch at the Qingdao Electric Power Bureau [1] - Shandong was the first province in China to achieve "universal electricity access" before the Spring Festival in 1996 [1] Group 2: Technological Advancements - Over the past three decades, the dispatching system has undergone continuous upgrades, evolving from phone inquiries and calculator-based calculations to utilizing large model technologies for intelligent dispatching [1] - The current dispatching work involves leveraging billions of calculations to optimize power grid management, reflecting the efforts of countless individuals in the electric power sector [1] Group 3: Operational Goals - The focus of the electric power sector has shifted from merely ensuring electricity access to enhancing the quality of electricity usage across the province [1]
《电力中长期市场基本规则》解读之八︱锚定改革纵深方向 筑牢统一市场根基
国家能源局· 2026-01-06 09:05
Core Viewpoint - The issuance of the "Basic Rules for the Electric Power Medium and Long-term Market" marks a significant step in advancing China's electricity market reform, aiming to establish a unified national electricity market that supports energy security and the achievement of carbon neutrality goals [3][10]. Group 1: Expanding Participation and Market Vitality - The "Basic Rules" encourage diverse participants in the electricity market, including distributed energy, virtual power plants, and smart microgrids, to enhance market vitality and clarify rights and responsibilities [4]. - New operational entities are integrated into the medium and long-term market management, ensuring equal participation and clear transaction behaviors [4]. - The rules require distinct accounting for different time periods of electricity generation and consumption, ensuring clarity in responsibilities and risk management [4]. Group 2: Constructing a Multi-layered Market Structure - The medium and long-term electricity market plays a crucial role in supply assurance, price stabilization, and resource optimization, with a focus on enhancing inter-market connections [5]. - By 2025, a trading mechanism across electricity grid operating regions will be established, promoting regular cross-province transactions and resource sharing [5]. - The rules encourage the coupling of cross-province and intra-province trading to prevent market fragmentation [5]. Group 3: Enhancing Market Flexibility through Diverse Transactions - The "Basic Rules" aim to improve the organization and pricing mechanisms of medium and long-term market transactions, facilitating orderly connections with the spot market [6]. - A comprehensive trading system covering various timeframes will be established, allowing for effective risk hedging and flexible adjustments [6]. - The pricing mechanism will align medium and long-term transaction limits with spot market prices, enhancing price signal transmission [6]. Group 4: Strengthening Green Electricity Trading Mechanisms - The rules integrate green electricity trading into the medium and long-term market, providing clear value and traceability for green electricity consumption [7][8]. - Green electricity trading will ensure a one-to-one correspondence between power generation and consumption, enhancing the credibility of green electricity transactions [8]. - The pricing of green electricity will be separated into energy price and environmental value, ensuring the purity of environmental value [8]. Group 5: Reinforcing Market Behavior Regulation - A robust regulatory framework is essential for the construction of a unified national electricity market, ensuring fair and just market order [9]. - Market participants are required to adhere to self-regulatory obligations and avoid market manipulation [9]. - The rules outline six types of market risks and mandate monitoring and risk prevention measures to ensure healthy market development [9].
《电力中长期市场基本规则》解读之七︱统筹市场多元主体 优化市场价格机制 夯实全国统一电力市场建设基础
国家能源局· 2026-01-06 09:05
统筹市场多元主体 优化市场价格机制 对经营主体而言,在更大范围内实现电力资源的优化配置,需依赖市场信息收集与互通,增强数据的范围性与及时性,市 场信息披露工作将更加重要,市场供需形势研判需向省内、省间并重发展。 二 是 中长期交易周期向更长、更短双向延伸,适应新能源全面入市的新形势 。 为更加充分 地 通过市场化手段引导新能 源行业的发展,新能源上网电价改革落地,新能源面临全面进入市场交易的新形势。与常规调节性机组不同,新能源出力 具有波动性和间歇性的特点,对中长期灵活交易的需求更高。因此 《基本规则》 "推广多年期购电协议机制,稳定长期消 纳空间",通过长期合同稳定新能源的收益预期;同时坚持"月内交易原则上按日连续开市",实现灵活连续交易,给予经营 主体多次、灵活的中长期调仓机会。 夯实全国统一电力市场建设基础 ——《 电力中长期市场基本规则 》 解读 电力中长期交易是我国新一轮电力体制机制改革以来起步最早、涉及范围最广、参与主体最多的交易品种。近年来,我国 电力市场化改革成效显著,电力市场交易规模快速扩大,多层次电力市场体系建设有序推进,多元竞争主体格局初步形 成,电力市场监管体系更加健全,电力系统运行效 ...
山西出台意见,加快能源科技创新支撑转型发展
Zhong Guo Dian Li Bao· 2026-01-06 09:05
Core Viewpoint - Shanxi Province has introduced the "Implementation Opinions on Accelerating Energy Technology Innovation to Support Energy Transition Development," aiming to enhance energy technology innovation capabilities and explore new paths for energy transition by 2030 [1][4]. Group 1: Energy Technology Innovation Goals - By 2030, Shanxi aims to establish a more complete energy technology innovation system, achieving over 100 landmark technological achievements and a technology transaction volume exceeding 50 billion yuan [1][7]. - The implementation focuses on nine new paths for energy transition, including coal mining, flexible and efficient power generation, coal chemical industry, and carbon capture [1][3]. Group 2: Policies for Technology Transfer and Enterprise Innovation - The implementation outlines 44 policy measures to promote deep integration of technology and industry innovation, focusing on technology transfer, enterprise innovation, and resource assurance [2][3]. - It emphasizes the role of leading enterprises in innovation, proposing 13 measures to support enterprises in forming innovation consortia and enhancing their innovation capabilities [2][16]. Group 3: Resource Assurance for Innovation - The implementation includes 14 policy measures to improve the innovation resource assurance system, such as establishing a task-oriented support mechanism and a long-term support mechanism for talent teams [3][19]. - It aims to integrate innovation chains, industry chains, and funding chains to create a favorable environment for energy transition technology innovation [3][20]. Group 4: Key Technology Breakthroughs - The implementation identifies key technology areas for breakthroughs, including advanced coal mining techniques, flexible power generation technologies, and carbon capture and utilization technologies [8][12]. - Specific initiatives include the development of high-efficiency coal power generation technologies and the promotion of intelligent mining equipment [10][11]. Group 5: Strengthening Enterprise Innovation - The implementation encourages enterprises to take the lead in technology innovation decisions and research organization, with measures to support technology transfer and collaboration with research institutions [16][17]. - It aims to enhance the role of technology-driven enterprises and promote the establishment of innovation platforms [16][18].