2025年，南方电网西电东送年送电量达2616亿度，同比增长9.8%，创历史新高。其中，单日送电量最高超过11.5亿度。 跨经营区电力交易常态化开展也进一步带动送电量增长。2025年，南方电网西电东送通道累计输送跨经营区电力互济电量超64亿度。 央视网消息：记者1月4日从南方电网了解到，2025年南方电网西电东送全年送电量首次超过2600亿度，创历史新高。 2025年，南方电网经营区域内发电量和用电需求增长明显。其中，在云南，全年新能源发电量同比增长约14%。在粤港澳大湾区，数字经济、先进制造 等产业蓬勃发展，用电需求刚性增长，带动广东成为全国首个用电负荷突破1.6亿千瓦的省份。 ...

格隆汇1月4日丨长源电力(000966.SZ)公布，为深入贯彻绿色转型发展理念，落实"碳达峰碳中和"战略， 优化公司电源结构，公司拟在湖北省松滋市新设项目公司（简称新设公司），并由新设公司为主体投资 建设国能长源松滋市八宝镇100MW风电场项目（简称松滋八宝风电项目），项目规划装机容量10万千 瓦，静态总投资56,171万元（含配套储能、送出工程），动态总投资57,193万元（含配套储能、送出工 程）。近日，公司已履行内部投资决策程序，同意在松滋市新设项目公司并投资建设松滋八宝风电项 目。 ...

截至2024年末，沙角C电厂的总资产为120,063.83万元，2024年上网电量86.96亿千瓦时，实现营业收入 380,278.24万元，占公司2024年合并报表口径总资产、上网电量及营业收入比例分别为0.69%、7.29%及 6.65%。沙角C电厂停运不会影响公司的持续稳定经营，公司将妥善开展电厂停运后的职工安置、资产 处置等相关工作，并根据实际情况及相关规定对职工安置费用、资产减值损失等事项进行测算及处理。 格隆汇1月4日丨粤电力Ａ(000539.SZ)公布，根据广东省发展和改革委员会《关于印发沙角电厂退役及 替代电源建设工作方案的函》（粤发改能电函〔2018〕578号）、《关于印发推进沙角电厂退役及替代 电源建设工作方案的函》（粤发改能源函〔2019〕1537号）（详情见本公司公告，公告编号：2018- 12、2019-21），广东电力发展股份有限公司间接控股子公司广东广合电力有限公司经营的沙角C电厂 3×660MW燃煤发电项目三台机组已于2025年12月31日分阶段有序停运。截至2025年前三季度，公司控 股装机容量4055.93万千瓦，沙角C电厂合计装机容量198万千瓦，占公司控股装机容量的4. ...

粤电力Ａ(000539)1月4日公告，公司间接控股子公司广东广合电力有限公司经营的沙角C电厂3×660MW 燃煤发电项目三台机组已于2025年12月31日分阶段有序停运。截至2025年前三季度，公司控股装机容量 4055.93万千瓦，沙角C电厂合计装机容量198万千瓦，占公司控股装机容量的4.88%。沙角C电厂停运不 会影响公司的持续稳定经营，公司将妥善开展电厂停运后的职工安置、资产处置等相关工作。 ...

Group 1 - The company, New Zhonggang (605162.SH), announced a share buyback program, having repurchased 5.8756 million shares as of December 31, 2025 [1] - The repurchased shares account for 1.47% of the company's total share capital [1] - The highest transaction price for the buyback was 8.97 CNY per share, while the lowest was 8.47 CNY per share, with a total expenditure of 51,700,854.00 CNY (excluding transaction fees) [1]

Core Viewpoint - The Southern Power Grid announced that the annual electricity transmission volume of the "West-to-East Power Transmission" project will reach 2,615 billion kilowatt-hours by 2025, marking an increase of 31 billion kilowatt-hours compared to 2020, setting a historical record [1] Group 1: Supply and Demand Dynamics - The increase in electricity transmission is attributed to coordinated efforts on both the supply and demand sides [1] - On the supply side, the western region is expected to have abundant water resources, with hydropower generation in Yunnan increasing by approximately 6% year-on-year, and renewable energy generation rising by about 14% [1] - On the demand side, the Guangdong-Hong Kong-Macao Greater Bay Area is experiencing robust growth in digital economy and advanced manufacturing, leading to a rigid increase in electricity demand, with Guangdong becoming the first province in the country to exceed an electricity load of 160 million kilowatts [1] Group 2: Future Plans and Strategies - The Southern Power Grid plans to organize inter-provincial medium- and long-term flexible trading and to normalize cross-operating area electricity trading [1] - The company will fully utilize resources such as pumped storage, new energy storage, and virtual power plants to enhance flexible regulation capabilities and ensure energy and electricity supply [1]

自2016年8月内蒙古首条特高压电网投运以来，国网蒙东电力特高压外送电量已实现连续8年增长。目 前，已构建起辐射全国的电力输送网络，覆盖北京、天津、山东、江苏等11个省区市，累计外送电量相 当于2.85亿户家庭一年用电量，为"西电东送"战略落地、国家能源安全保障及"双碳"目标推进注入关键 动能。 作为我国重要能源基地，内蒙古能源资源禀赋得天独厚。国网蒙东电力相关负责人表示，下一步将锚定 电力保供和能源转型核心任务，统筹就地消纳和外送，加快建设蒙西至京津冀等特高压外送新通道，加 强在运"五交三直"特高压通道运维，主动配合做好"沙戈荒"大基地外送支撑，为全国能源结构优化和区 域协调发展提供更坚实的电力支撑。 截至2025年12月31日，国网蒙东电力建设运维的8条特高压外送通道累计外送电量突破8300亿千瓦时， 达8363.02亿千瓦时；2025年全年外送电量达2276.87亿千瓦时，其中特高压外送1885.54亿千瓦时，两项 核心指标均位居全国第一，彰显内蒙古作为国家能源基地的强劲外送能力。 2025年，国网蒙东电力特高压外送电量创下年度新高，相当于6500万户家庭一年的用电量，累计减少原 煤消耗约6200万吨， ...

- Model Name: Timing System Model; Model Construction Idea: The model uses the distance between the long-term moving average (120 days) and the short-term moving average (20 days) to distinguish the overall market environment[2][6][11] - Model Construction Process: The model calculates the distance between the 20-day moving average and the 120-day moving average. The latest data shows the 20-day moving average at 6298 points and the 120-day moving average at 6090 points. The difference between the two lines is 3.41%, and the absolute value of the distance continues to be greater than 3%, indicating that the market is in an upward trend[2][6][11] - Model Evaluation: The model effectively identifies the market's upward trend, providing a positive signal for market timing[2][6][11] - Model Name: Industry Trend Allocation Model; Model Construction Idea: The model identifies industry trends and allocates based on medium-term reversal expectations and sector performance[2][5][7] - Model Construction Process: The model signals to focus on service consumption sectors such as tourism and media based on medium-term reversal expectations. The TWO BETA model continues to recommend the technology sector, focusing on AI applications and commercial aerospace. The industry trend model shows that the communication, industrial metals, and energy storage sectors continue their upward trend[2][5][7] - Model Evaluation: The model provides clear guidance on sector allocation, helping investors to focus on promising sectors[2][5][7] - Model Name: Position Management Model; Model Construction Idea: The model suggests stock allocation based on valuation indicators and short-term trends[5][7] - Model Construction Process: The model uses the PE and PB ratios of the WIND All A Index. The PE ratio is near the 90th percentile, indicating a relatively high valuation, while the PB ratio is at the 50th percentile, indicating a moderate level. Based on these indicators and short-term trends, the model suggests an 80% stock allocation for absolute return products[5][7] - Model Evaluation: The model provides a balanced approach to stock allocation, considering both valuation and market trends[5][7] Model Backtest Results - Timing System Model, Moving Average Distance: 3.41%[2][6][11] - Timing System Model, Market Trend Line: 6262 points[2][6][11] - Timing System Model, Profit Effect: 2.71%[2][6][11] - Position Management Model, PE Ratio: 90th percentile[5][7] - Position Management Model, PB Ratio: 50th percentile[5][7] - Position Management Model, Stock Allocation: 80%[5][7]

1月2日，苏丹现场网报道，苏丹能源部表示，穆塔西姆部长已撤销昨天发布的电价上涨措施。苏丹电力 公司昨天宣布，为支付维护成本和基本运营需求，确保供电连续性，将实施新一轮的电价全面上涨。 ...

北京外调绿电来源更丰富。在国网华北分部的大力支持下，京津冀及周边区域进京绿电规模大幅提升， 北京与山西、甘肃、青海、宁夏等省、自治区，大唐、华能等央企签订了绿电合作协议，实现四个方向 （华北、东北、西南、西北）、十个省区（河北、山西、内蒙古、黑龙江、西藏、陕西、甘肃、青海、 宁夏、新疆）绿电进京。 新京报讯（记者张璐）"十四五"以来，北京不断提升能源结构"含绿量"。记者从北京市发改委获悉， 2025年1-11月，北京外调绿电413.7亿千瓦时，已超额完成全年400亿千瓦时目标，绿电在外调电中占比 达到四成以上。 2025年，北京市场化交易绿电电量累计达到126.6亿千瓦时，同比增加145.5%；均价0.407元/千瓦时，呈 现显著下降趋势。探索跨省错峰绿电交易模式，利用北京、新疆两小时时差，实现全国首次市场化跨省 错峰绿电交易，交易量超过5600万千瓦时。 下一步，北京将坚持供给和消纳两端发力，加大域外绿电基地和外受电通道建设，深化省间绿电合作力 度，持续推动公共机构、算力中心等重点领域绿电应用，努力推动更多重点碳排放单位购买绿电。 "十四五"以来，累计有1673家电力用户进入电力交易市场，其中1014家积极 ...