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国网湖北电力、电规总院专家解读湖北省136号文落地实施方案
Zhong Guo Dian Li Bao· 2025-08-28 07:31
Core Viewpoint - The article discusses the implementation plan by Hubei Province to promote high-quality development of renewable energy through a market-oriented pricing reform, addressing various challenges in the sector and transitioning from scale expansion to quality and efficiency improvement [2] Group 1: Four Support Points - Support Point One: Establishing a price settlement mechanism to optimize market design and reshape the value system of renewable energy, including a sustainable price settlement mechanism that compensates for price fluctuations [3][4] - Support Point Two: Ensuring stable expectations for existing projects while promoting efficiency for new projects through a competitive bidding mechanism, maintaining a mechanism price of 0.4161 yuan/kWh for existing projects [5][6] - Support Point Three: Innovating entry methods for distributed renewable energy projects by allowing aggregation for bidding, enabling 420,000 distributed projects to participate in the market [7] - Support Point Four: Enhancing the system's support capacity for renewable energy by linking project revenues to system contributions and establishing technical standards for project compliance [8]
风光点亮上合——上合组织峰会首次实现全绿色用能
Core Insights - The Shanghai Cooperation Organization (SCO) summit in Tianjin achieved 100% green electricity supply for all venues, marking the first time this has been accomplished for the summit [1] - The green electricity transaction involved 1 million kilowatt-hours, reducing standard coal consumption by 320 tons and cutting carbon dioxide emissions by 800 tons [1] - The Tianjin Green Electricity Certificate Service Center facilitated the purchase of 2,250 green certificates for key service locations, equating to an additional 225 million kilowatt-hours of green electricity, further reducing standard coal consumption by 720 tons and carbon dioxide emissions by 1,794 tons [1] Group 1 - The local renewable energy companies involved in the green electricity supply include the Guoneng Longyuan Bohua Photovoltaic Power Station and the Gangnan Wind Power Plant [3] - State Grid Tianjin Electric Power has been upgrading infrastructure and optimizing the local grid to enhance stability and reliability for green electricity delivery [3] - Since 2025, the company has integrated 206 million kilowatts of new energy capacity from 27 renewable energy enterprises into the grid [3] Group 2 - The green electricity market in Tianjin has seen significant growth, with market transactions reaching 16.087 billion kilowatt-hours this year, nearly doubling from the previous year [5] - The Tianjin Green Electricity Certificate Service Center has provided full green electricity supply to 214 enterprises, totaling 7.497 billion kilowatt-hours [5] - During the summit, over 4,200 personnel and 1,800 vehicles were deployed for power supply assurance, with 24-hour readiness across 101 grid-based power stations [5] Group 3 - The new panoramic power supply command platform was utilized for real-time monitoring of electricity supply from the main grid to venue equipment, enhancing resource allocation [6] - The platform is expected to improve overall inspection efficiency by approximately 65% through intelligent fault warning and rapid response capabilities [6] - Advanced technologies such as intelligent inspection systems and infrared detection devices were employed to ensure urban power supply security [6]
湖北“136号文”: 存量0.4161元/kWh , 电量12.5%~100%,增量执行期12年!
文 | 湖北省发展和改革委员会 8月2 8日,湖北省发展和改革委员会、湖北省能源局发布关于印发湖北省深化新能源上网 电价市场化改革促进新能源高质量发展实施方案的通知。 新能源上网电量全面参与市场交易。 省内所有风电、太阳能发电项目上网电量原则上全部进入电力市场,上网电价通过市场交 易形成。集中式新能源原则上报量报价参与市场交易,符合条件的分布式新能源可单体或 聚合后同步参与中长期和现货市场。 未报量报价参与市场的新能源,接受现货市场同类 项目的月度分时点实时加权平均价格, 2025年12月3 1日前,分布式新能源接受现货市场 同类项目月度全时点实时加权平均价格。 参与跨省跨区交易的新能源电量,上网电价和 交易机制执行跨省跨区送电相关政策。 做好存量项目机制执行。 存量项目由国网湖北省电力有限公司按照规则确定,报省发改委备案,定期在国网新能源 云平台、网上国网公布。 实行增量项目竞价机制。 对2 0 2 5年6月1日起投产的增量项目,每年根据国家下达的非水可再生能源消纳责任权重 完成情况、用户承受能力等因素,动态调整全省增量新能源项目整体纳入机制电量的总规 模。 单个增量项目通过竞价方式确定是否进入机制执行范围 ...
龙源电力等在江西宜春成立新公司,含风力发电相关业务
人民财讯8月28日电,企查查APP显示,近日,宜春袁州龙源新能源有限公司成立,法定代表人为冯勇 力,注册资本为1000万元,经营范围包含:发电业务、输电业务、供(配)电业务,风力发电技术服务, 太阳能发电技术服务等。企查查股权穿透显示,该公司由龙源电力(001289)全资子公司江西龙源新能 源有限公司、雄亚(维尔京)有限公司共同持股。 ...
中国能源结构焕新: 可再生能源发电装机占比跃至60%左右
8月26日,国务院新闻办举行"高质量完成'十四五'规划"系列主题新闻发布会,介绍"十四五"时期能源高 质量发展成就。国家发展改革委党组成员、国家能源局局长王宏志在发布会上表示,"十四五"规划《纲 要》提出的能源综合生产能力和非化石能源占比等主要指标将如期完成,并从能源供应、绿色低碳转 型、能源科技创新、能源改革四方面介绍能源发展情况。 "十四五"期间,我国非化石能源消费目标将超额完成,终端用能电能比重已达30%左右,能源投资年破 万亿元,充电基础设施规模世界领先。 全国能源消费中,非化石能源占比每年增加1个百分点,预计将超额完成"十四五"确定的20%目标,煤 炭占比每年减少1个百分点,这"一增一减"大大提升了经济发展的"含绿量"。"我们以供应结构的优化带 动消费结构加快调整,'十四五'非化石能源消费比重目标是20%,去年已经达到了19.8%,今年预计可 以超额完成这一目标。"王宏志说。此外,我国出口的风电光伏产品,"十四五"期间累计为其他国家减 少碳排放约41亿吨,为全球低碳转型作出了重大贡献。 华北电力大学经济与管理学院教授刘敦楠向21世纪经济报道记者表示,"十四五"时期非化石能源消费占 比有望提前超额完成 ...
金开新能: 2025年半年度募集资金存放与使用情况的专项报告
Zheng Quan Zhi Xing· 2025-08-27 16:12
证券代码:600821 证券简称:金开新能 公告编号:2025-060 金开新能源股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 一、募集资金基本情况 (一)实际募集资金金额和资金到账时间 经中国证券监督管理委员会《关于核准金开新能源股份有限公司非公开发 行股票的批复》(证监许可[2022]1910 号)核准,公司于 2022 年 10 月 17 日起 开始向特定投资者发行人民币普通股 460,906,950 股,每股面值人民币 1.00 元, 发行价格 5.85 元/股,募集资金总额为人民币 2,696,305,657.50 元,扣除保荐 承销费用(含税)后的金额 2,674,131,517.90 元于 2022 年 10 月 26 日存入发 行人在国家开发银行天津市分行的 12000100000000000111 银行账户中。上述募 集资金经毕马威华振会计师事务所(特殊普通合伙)核对审验,出具毕马威华 振验字第 2201575 号验资报告。 (二)募集资金使用金额及当前余额 元,扣除保荐承销费用后的金额 2, ...
金开新能: 关于公司2025年半年度主要经营数据的公告
Zheng Quan Zhi Xing· 2025-08-27 16:12
根据《上海证券交易所上市公司自律监管指引第 3 号行业信息披露:第九号 ——光伏》的相关规定,鉴于公司从事光伏电站运营业务,现将公司 2025 年半 年度并表范围内新能源电站的主要经营数据情况公告如下: | | | 装机容量 | 1-6 | 月发电量 1-6 | 月上网电 | 1-6 月 | 结 | 算 电 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 权均价(含补 | | | | | | | | | | 区域 | 电站类型 | | | | | | | | | | | (兆瓦) | (万千瓦时) | | 量(万千瓦时) | 量(万千瓦时) | | 贴)(含 | | 税元 | | | | | | | | | | | | | | | | /千瓦时) | | | | 西北地区(宁夏、 | 光伏 | | 1,186.58 | 90,947.00 | 90,021.00 | 89,633.50 | | 0.42 | | 新疆、青海、陕西) | | 风电 | 937.70 | 117,485.00 | 115,275.00 | 114,875.93 ...
新天绿色能源拟溢价约16.55%发行3.07亿股 净筹约15亿港元
Zhi Tong Cai Jing· 2025-08-27 12:52
Core Viewpoint - New Tianjin Green Energy (00956) has entered into a share subscription agreement with Hebei Construction Investment, agreeing to issue 307 million new H-shares at a subscription price of HKD 4.93 per share, totaling HKD 15.14 billion in cash, representing a premium of approximately 16.55% over the closing price on the agreement date [1] Group 1 - The board believes that the issuance of H-shares to Hebei Construction Investment is fair and reasonable, aligning with the overall interests of the company and its shareholders [1] - The proceeds from the share subscription will amount to HKD 15.14 billion, with a net amount of approximately HKD 15 billion after deducting issuance costs [1] - Approximately 80% of the net proceeds will be used for the construction of wind power projects and gas-fired power plants, while about 20% will be allocated for working capital and other general purposes [1]
金开新能:2025年半年度归属于上市公司股东的净利润为439444620.92元
证券日报网讯 8月27日晚间,金开新能发布公告称,2025年上半年公司实现营业收入1,922,325, 353.32元,同比增长2.07%;归属于上市公司股东的净利润为439,444,620.92元,同比下降9.80%。 (编辑 何成浩) ...
林洋能源(601222) - 江苏林洋能源股份有限公司2025年半年度主要经营数据公告
2025-08-27 12:34
证券代码:601222 证券简称:林洋能源 公告编号:临 2025-51 江苏林洋能源股份有限公司 2025 年半年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 江苏林洋能源股份有限公司(以下简称"公司")2025年半年度新能源电站 发电业务主要经营数据如下: 二、截至2025年6月底新能源电站累计发电情况 | 内蒙古 | 光伏 | 135 | 230,507.21 | 228,166.52 | 228,166.52 | 0.82 | | --- | --- | --- | --- | --- | --- | --- | | 江苏 | 光伏 | 478 | 407,901.33 | 355,477.65 | 355,477.65 | 0.82 | | 安徽 | 光伏 | 517 | 498,277.05 | 490,694.51 | 490,694.51 | 0.76 | | | 风电 | 218 | 44,199.27 | 44,199.27 | 44,199.27 | 0.41 | | 山东 | 光伏 ...