【纠错】 【责任编辑:谷玥】 通知明确，各地电力现货市场连续运行后，有序建立发电侧可靠容量补偿机制，对各类机组根据可提供 的顶峰能力按统一原则进行补偿，并结合电力市场建设和电价市场化改革等情况逐步扩展补偿范围，公 平反映不同机组对电力系统顶峰贡献。 通知要求，各地要周密组织实施，做好政策解读，引导企业加强经营管理，促进行业健康发展；加快建 立健全电力市场体系，推动调节性电源公平参与市场，促进调节作用充分发挥，助力新型电力系统建 设。 新华社北京1月30日电（记者戴锦镕）记者1月30日从国家发展改革委获悉，为贯彻落实党中央和国务院 关于推进能源领域价格改革，加快建设新型能源体系的决策部署，引导调节性电源平稳有序建设，保障 电力系统安全稳定运行，助力能源绿色低碳转型，近日，国家发展改革委、国家能源局联合印发《关于 完善发电侧容量电价机制的通知》。 通知提出，适应新型电力系统和电力市场体系建设需要，分类完善煤电、气电、抽水蓄能、新型储能容 量电价机制。一是各地结合实际提高煤电容量电价标准，可参照煤电建立气电容量电价机制；二是对近 年新开工的抽水蓄能电站，按照弥补平均成本的原则制定当地统一的容量电价；三是建立电网侧独 ...

上年同期，计提了应收农网还贷资金坏账准备 11,527.65 万元，导致公司上年业绩亏损。 证券之星消息，郴电国际发布业绩预告，预计2025年全年归属净利润盈利6000万元至9000万元。 公告中解释本次业绩变动的原因为： 报告期内，公司深化降本增效管控，压降贷款利息支出，聚焦供电主业提质增效，通过降低综合供电线 损率，持续提升经营效能；同时，大力推进新能源项目及小水电项目并网发电，有效降低购电成本，为 经营业绩改善奠定坚实基础。 郴电国际2025年三季报显示，前三季度公司主营收入30.79亿元，同比下降7.16%；归母净利润8096.75 万元，同比上升33.93%；扣非净利润5980.53万元，同比上升303.85%；其中2025年第三季度，公司单季 度主营收入11.22亿元，同比下降18.92%；单季度归母净利润5505.19万元，同比上升36.09%；单季度扣 非净利润5531.12万元，同比上升87.33%；负债率72.03%，投资收益4968.61万元，财务费用1.68亿元， 毛利率9.29%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号 ...

Company Overview - Shaanxi Shanwan Energy Co., Ltd. was recently established with a registered capital of 5 billion yuan [1][2] - The legal representative of the company is Gao Ming, and it is located in the Baota District of Yan'an City, Shaanxi Province [2] Business Scope - The company's business activities include heat production and supply, energy storage technology services, carbon reduction, carbon conversion, carbon capture, carbon storage technology research and development, and energy management services [1][2] Shareholding Structure - The company is jointly owned by three entities: Datang Shaanxi Power Generation Co., Ltd. (34% stake), Shaanxi Yanchang Petroleum Mining Co., Ltd. (34% stake), and Yan'an Waneng Electric Power Co., Ltd. (32% stake) [3]

1月2 2日—23日，由中国能源研究会、清华大学、华南理工大学主办，南方电网电力市场研究中心承办的第二届"中美低碳电力对话"活 动在广州成功举办。来自中美研究机构、高等院校、电力企业的专家学者参会，就中美低碳电力发展背景下电力市场的最新政策、市场 规划、机制设计等内容开展了广泛的交流研讨。 中国能源研究会副理事长陈允鹏、南方电网市场营销部副总经理王坚、清华大学电机系主任康重庆、华南理工大学电力学院院长唐文 虎、能源基金会清洁电力项目主任张永平出席会议并致辞，清华大学电机系副研究员郭鸿业主持开幕式。 约翰霍普金斯大学教授丹尼尔·卡曼（Da ni e l Kamme n）、Gri d str a t e gi e s董事长罗伯·格拉姆利奇（Rob Gr amli c h）、ESIG系统运行 和电力市场部主任埃里克·厄拉（Eri k El a）、康奈尔大学教授童朗（La ng Tong）、卡耐基梅隆大学教授拉姆廷·西奥尚西（Ramt e e n Si os ha nsi ） 、 约 翰 霍 普 金 斯 大 学 副 教 授 尤 里 · 德 沃 尔 金 （ Yu r y Dvor ki n ） 、 密 歇 根 大 学 ...

（记者 王晓波） 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 每经AI快讯，上海电力1月30日晚间发布业绩预告，公司预计2025年度实现归属于上市公司股东的净利 润为25.11亿元到29.88亿元。与上年同期相比，将增加4.65亿元到9.42亿元，同比增加22.71%~46.03%。 业绩变动主要原因是，公司扎实开展提质增效工作，强化全要素挖潜，燃料成本、资金成本等持续下 降。为客观反映公司资产状况和经营成果，确保会计信息真实可靠，公司按照《企业会计准则》和公司 财务制度的相关规定，对存在减值迹象的资产采取必要的减值测试和评估。2025年度拟计提应收款项信 用减值损失约3亿元。 ...

南财智讯1月30日电，大唐发电公告，预计2025年全年归属于上市公司股东的净利润约为68亿元—78亿 元，同比预增51.00%—73.00%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润约 为72亿元—82亿元，同比预增60.00%—82.00%；主要变动原因为：公司持续构建"市场为导向、利润为 中心、营销为龙头、燃料为保障、生产为基础"的"大经营"格局，以精益化管理有效推动经营业绩显著 提升。有效传导市场煤价下行带来的成本红利，核心火电业务盈利能力显著增强；持续推进绿色转型发 展，风电、光伏等清洁能源装机规模持续扩大，新能源发电量实现大幅提升，对利润贡献持续加大；充 分把握货币金融政策，优化债务结构、降低融资成本，实现财务费用有效节约，对年度业绩增长提供进 一步支撑。 ...

Core Viewpoint - Huayin Power (600744.SH) is expected to achieve a net profit attributable to shareholders of the listed company ranging from 75 million to 105 million yuan in 2025, marking a turnaround from loss to profit compared to the previous year [1] Financial Performance - The estimated net profit attributable to shareholders after deducting non-recurring gains and losses for 2025 is projected to be between 125 million and 155 million yuan [1] - The company’s main business is thermal power generation, which has benefited from a significant reduction in coal prices, leading to a substantial decrease in operating costs year-on-year [1] Business Outlook - The operational performance of the thermal power generation business is improving positively due to favorable market conditions [1]

Overall Thoughts - The notification aims to improve the capacity pricing mechanism on the generation side to ensure stable power supply, facilitate green development, and optimize resource allocation in the energy sector [4][5]. Classification of Capacity Pricing Mechanism - The capacity pricing mechanism for coal and natural gas power generation will be enhanced, with a recovery ratio of fixed costs for coal power plants increased to no less than 50% [5]. - The pricing mechanism for pumped storage power plants will continue to follow government pricing for plants that commenced construction before the issuance of the relevant guidelines, while new plants will have their capacity prices determined based on average costs [6]. - A new capacity pricing mechanism for independent new energy storage on the grid side will be established, with pricing based on local coal power capacity standards [7]. Establishing Reliable Capacity Compensation Mechanism - A reliable capacity compensation mechanism will be established to compensate power generation units based on their ability to provide stable power during peak demand periods [8]. - The compensation will cover coal, gas, and eligible independent new energy storage units, gradually expanding to include pumped storage [9]. Improving Supporting Policies - The adjustment of coal power long-term market trading prices will be allowed based on supply and demand, with flexibility in contract pricing mechanisms [10][11]. - The capacity fees and compensation will be included in local system operating costs, with specific pricing rules for energy storage facilities based on market conditions [12]. Implementation Organization - Provincial pricing authorities are tasked with coordinating the implementation of capacity pricing policies and establishing reliable capacity compensation mechanisms [13]. - An assessment system for users' economic capacity to bear electricity costs will be established to inform compensation standards [14].

《通知》提出，分类完善煤电、气电、抽水蓄能、新型储能容量电价机制。 各地结合实际提高煤电容量电价标准，可参照煤电建立气电容量电价机制； 对近年新开工的抽水蓄能电站，按照弥补平均成本的原则制定当地统一的容量电价； 经济观察网 据央视新闻客户端消息，今天，国家发展改革委、国家能源局发布《关于完善发电侧容量 电价机制的通知》，这是进一步深化能源领域改革的重要举措。 国家发展改革委市场与价格研究所研究员杨娟介绍，现在，风电、光伏这些新能源的比例越来越高，我 们用的电越来越清洁。但它们"靠天吃饭"，什么时候发、发多少都不可控。要保障电力系统稳定，必须 有一批像煤电、气电、抽水蓄能、新型储能这样的"调节电源"充当"稳定器"与"安全阀"。容量电价，本 质上就是为电力系统支付的"安全保障费用"。新能源多的时候，这些调节电源处于待命状态，让新能源 多发；当无风无光不能发电的时候，这些"调节电源"能立刻顶上。 专家指出，此次完善发电侧容量电价机制，有利于调动企业投资建设积极性，有效保障电力供应安全， 更好满足广大用户用电需求，同时有利于推动新能源高质量发展，促进经济社会绿色低碳转型。 建立电网侧独立新型储能容量电价机制，结合放电 ...

Core Viewpoint - The National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) have issued a notice to improve the capacity pricing mechanism for power generation, aiming to support the stable construction of adjustable power sources and ensure the safe and stable operation of the power system, facilitating the green and low-carbon transition of energy [1]. Group 1: Reasons for Improvement - The large-scale development of renewable energy in China has led to its status as the primary installed power source, necessitating the construction of adjustable power sources to ensure stable electricity supply during periods of low renewable output [2]. - The current capacity pricing mechanism faces challenges, including insufficient support for coal power generation hours, inadequate cost constraints for pumped storage projects, and a lack of uniform principles for gas power and new energy storage pricing mechanisms [3]. Group 2: Mechanism Enhancements - The notice categorizes improvements for coal, gas, pumped storage, and grid-side independent new energy storage capacity pricing mechanisms, establishing a unified pricing approach for these sources [4]. - For coal and gas power, the fixed cost recovery ratio will be raised to no less than 50%, equating to 165 yuan per kilowatt annually [4]. - The pumped storage pricing mechanism will be adjusted to allow local authorities to set unified capacity prices based on average cost recovery principles, while also enabling power stations to participate in the electricity market [4]. Group 3: Reliable Capacity Compensation Mechanism - A reliable capacity compensation mechanism will be established to ensure fair compensation based on the peak capacity of different types of power generation units, promoting fair competition among various technologies [5]. Group 4: Market Transaction and Pricing Optimization - The notice encourages fair participation of pumped storage and new energy storage in the electricity market, allowing for better price signals and enhanced regulatory roles [6][7]. - Adjustments to the long-term market trading price floor for coal power will be made, allowing local authorities to determine reasonable limits based on market conditions [7]. - The notice promotes flexible pricing mechanisms in long-term contracts to better reflect supply and demand dynamics [7]. Group 5: Impact on End Users - The policy will not affect electricity prices for residential and agricultural users, while commercial users may see a balanced impact due to the adjustments in capacity pricing mechanisms [8]. Group 6: Positive Effects of the Mechanism Improvement - The improvements in the capacity pricing mechanism will enhance electricity supply security, promote the effective utilization of renewable energy, and support the healthy development of adjustable power sources [9].