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 连连突破彰显能源科创硬实力(锐财经)
 Ren Min Ri Bao Hai Wai Ban· 2025-10-21 23:02
 Core Achievements in China's Energy Sector - On October 16, multiple significant breakthroughs were achieved in China's energy sector, including the successful cold test of the world's first commercial modular small reactor "Linglong No. 1," the inauguration of the first national deep-water oil and gas emergency rescue base, and the full commissioning of the first million-kilowatt peak-shaving thermal power project in Northwest China [2][3][4].   Breakthroughs in Nuclear Energy - "Linglong No. 1" is the first land-based commercial modular reactor to pass the International Atomic Energy Agency's safety review, marking a major advancement in China's nuclear power innovation. The successful cold test demonstrates China's comprehensive capabilities in new nuclear energy system design and high-end equipment manufacturing [3].   Emergency Response Enhancements - The establishment of the national deep-water oil and gas emergency rescue base in Hainan significantly reduces emergency response times in southern China's offshore oil and gas sector. This base, developed over seven years, complements the Tianjin base, enhancing the overall emergency response framework [4].   Accelerated Project Development - Recent months have seen rapid advancements in energy projects, including the world's first "dual-tower one-machine" solar thermal storage power station entering trial operation, and the completion of the first coal-to-natural gas demonstration project in Northeast China [4].   Technological Innovations - China's energy sector has seen the completion of several major projects, such as the Baihetan Hydropower Station and the third-generation nuclear power plants "Hualong One" and "Guohe One." These projects highlight China's technological prowess in energy innovation [5][6].   Strengthening Energy Independence - The country is enhancing its energy independence through major technological projects and energy engineering, achieving breakthroughs in various fields, including renewable energy generation and advanced nuclear power [7].   New Energy Infrastructure Development - By the end of 2027, China plans to establish 28 million charging facilities with over 300 million kilowatts of public charging capacity, as part of a three-year action plan to enhance electric vehicle charging infrastructure [8].   Integration of AI in Energy Sector - Artificial intelligence is increasingly being applied in the energy sector, enhancing capabilities in areas such as renewable energy generation and oil and gas resource discovery, thus driving new vitality in the industry [9].
 能源早新闻丨华能首家,揭牌成立!
 中国能源报· 2025-10-21 22:33
 Group 1: Oil and Energy Sector - The Ministry of Commerce announced the total import quota for non-state trade of crude oil for 2026 is set at 25.7 million tons, with specific application conditions including ownership of oil terminals and bank credit requirements [2] - The successful impoundment of the Dadu River Jinchuan Hydropower Station is expected to replace approximately 1 million tons of coal consumption annually, contributing to a reduction of about 1 million tons of CO2 emissions [3] - The largest pumped storage unit in China, located at the Zhejiang Tiantai Pumped Storage Power Station, successfully completed its first operation, marking significant progress in a key national project [3]   Group 2: Green Technology and Innovation - China has established a preliminary technical specification system for green ships and offshore facilities, aligning with international greenhouse gas reduction targets and promoting the standardization of green technologies [2] - The launch of the methanol electric dual-purpose vessel "Yuanchun 001" in Shanghai represents a new model for green shipping applications in inland waterways [4]   Group 3: Regional Developments - In Guangxi, the energy block trading volume has surpassed 20.5 billion kilowatt-hours, accounting for 15% of the total electricity market transactions in the region [5] - Guangdong's action plan aims to accelerate the digital transformation of small and medium-sized enterprises, focusing on the application of model algorithms in various sectors [4]   Group 4: International Energy Policy - The European Union has agreed to gradually stop importing natural gas from Russia by 2028, with a transition period for existing contracts until mid-2026 [6]
 【环球财经】让巴西清洁能源“心脏”焕新机——中国技术助力巴西伊泰普水电站升级改造
 Sou Hu Cai Jing· 2025-10-21 12:52
10月4日,在巴西伊瓜苏,工作人员在伊泰普直流改造项目现场铺设电缆。新华社记者陈昊佺摄 巴西矿产与能源部长亚历山大·西尔韦拉去年在签署项目补充协议时指出,伊泰普直流改造项目不仅有助于保障巴西能源安全,还能有效降低民众用电成 本,是巴西推动能源基础设施现代化的重要一步。 这是伊泰普水电站投运40余年以来首次进行大规模改造升级。据中方项目经理郭莉介绍,此次项目核心部分全部采用中国技术和装备。改造完成后,送电系 统将如同一条更宽、更智能的"电力高速公路",帮助伊泰普水电站更高效地将清洁能源输送到巴西主要用电中心。 转自:新华社 新华财经巴西伊瓜苏10月21日电(记者陈昊佺)清晨,在巴西东南部巴拉那州伊瓜苏市的伊泰普直流改造项目现场,来自中国和巴西的工程师们在整理装 备。项目现场不远处,就是著名的伊泰普水电站,宽阔的巴拉那河在此突然收窄,奔腾的河水涌入水闸。 作为巴西最大水电工程之一,伊泰普水电站累计发电已超过3万亿度,为巴西贡献约10%的电力,被誉为巴西清洁能源的"心脏",但这座始建于1974年的水 电站也逐渐显露出老化迹象。 2023年,伊泰普直流输电线路的送端站伊瓜苏站发生故障起火,巴西国家电力公司随即启动维修 ...
 新能源板块延续涨势,关注储能电池ETF(159566)、新能源ETF易方达(516090)等投资价值
 Sou Hu Cai Jing· 2025-10-21 11:14
 Group 1 - The E Fund New Energy ETF tracks the China Securities New Energy Index, covering the entire new energy industry chain, including lithium batteries, photovoltaics, wind power, hydropower, and nuclear power [1] - The index has shown a performance increase of 1.5% since its inception, with a rolling price-to-earnings ratio of 54.1 and an estimated return of 86.79% [1] - The E Fund Energy Storage Battery ETF tracks the National Securities New Energy Battery Index, focusing on the energy storage sector, comprising 50 companies involved in battery manufacturing and related technologies [1] - This index has experienced a performance increase of 2.1% since its inception, with a rolling price-to-sales ratio of 32.2 and an estimated return of 84.9% [1]   Group 2 - The photovoltaic sector is highlighted as a strong representative of future energy, consisting of 50 representative companies across the upstream, midstream, and downstream of the industry chain [2] - The photovoltaic index has recorded a performance increase of 1.3% since its inception, with a price-to-book ratio of 2.4 and an estimated return of 47.69% [2]
 国网四川映秀湾电厂系统性改造全面铺开
 Zhong Guo Neng Yuan Wang· 2025-10-21 09:18
10月17日11时03分,随着起重指挥一声哨响,国网四川映秀湾电厂映秀湾电站3号机组重达220吨的转子在小高度、短行程的三起三落 后缓缓升起,经过33分钟的移动、监视和调整,最终稳稳落入指定检修基坑,转子吊出工作顺利完成,标志着该站3号机组系统性改造工 作全面铺开。 此次改造计划工期249天,在河流枯水期的黄金窗口,映秀湾电厂将通过整体更换发电机,更新顶盖和主轴重要部件,新增辅助设备及 在线监测元件等,为老机组注入新的生命力,全面提升机组运行稳定性,为四川电网安全运行再添保障。经初步测算,技术改造后的机组 在相同流量等条件下,每年可增加发电量约540万千瓦时。 据悉,自2021年10月实施第1台机组改造以来,映秀湾电厂始终将标准化建设作为提升安全管理质效的核心抓手,针对动火、有限空间 作业等高风险场景,创新推行"三图两册一书"管控机制,并按照"分类定级、一卡一策"原则,编制12类《危险作业现场管控手卡》,实现 作业人人知晓、分类管理、分级管控;针对复杂作业场景,累计编制354份标准化作业卡,18项专项方案,固化作业流程,构建闭环管理 体系。目前,该标准化成果也正全面应用于映秀湾电站的机组改造中。 【责任编辑: ...
 大渡河金川水电站进入投产倒计时
 Zhong Guo Jing Ji Wang· 2025-10-21 07:47
10月21日,大渡河上游重点工程——国家能源集团金川水电站下闸蓄水,标志着金川水电站正式迈入投 产倒计时。项目采用坝式开发,以发电为主,总装机容量860兆瓦,是四川省"十四五"能源发展规划重 点建设项目。 金川水电站位于四川省阿坝藏族羌族自治州金川县、马尔康市境内,是大渡河干流水电规划28级方案中 的第6个梯级电站,于2018年12月核准开工。该水电站属国内河流深厚覆盖层(河床堆积物)上建设的最 高面板堆石坝,施工人员要在25米级跨度极破碎岩体中建设地下厂房,施工难度极大。 金川水电站地处高山峡谷区,汇集了河床深厚覆盖层、松弛岩体、破碎岩层等工程领域地质问题。相关 工程引入BIM(建筑信息模型)三维建筑信息模型技术,辅助地质分析、施工预演、风险分析等流程,建 成了国内首个BIM水电工程全生命周期信息模型标准体系,完成了BIM技术参数国产化,实现了以重大 工程项目带动科技创新与突破。 金川电站在建设的同时,还非常注重保护生态,这里建设有亚洲最长的仿生态鱼道,通过天然河道加隧 洞的方式,为大渡河特有的洄游鱼类提供生态保障,用实际行动守护青山绿水、蓝天白云。 "金川电站建成后,年均发电量约35亿千瓦时,每年可替代约 ...
 鹤舞金沙激荡澎湃水能
 Jing Ji Ri Bao· 2025-10-21 06:15
 Core Insights - The Baihetan Hydropower Station, located at the junction of Sichuan and Yunnan provinces, holds six world records in hydropower technology, including the largest single-unit capacity of 1 million kilowatts [1][2][4]   Group 1: Technological Achievements - Baihetan is recognized as the largest and most technically challenging hydropower project globally, showcasing significant advancements in high-end equipment manufacturing [2] - The project has overcome numerous technical challenges, including temperature control and crack prevention for a 300-meter high arch dam, and the use of low-heat cement concrete throughout the dam [2][3] - Baihetan has initiated nearly 300 research projects and filed around 1,100 patent applications, with over 742 domestic patents granted, highlighting its innovation in the hydropower sector [2]   Group 2: Operational Efficiency - The hydropower station employs a smart construction approach, utilizing thousands of sensors to monitor temperature and stress, achieving over 34.7 million temperature data points collected [3] - The intelligent water flow system allows for real-time adjustments to manage concrete temperature, significantly enhancing operational efficiency [3]   Group 3: Environmental Impact - Baihetan's power generation capacity can meet the daily electricity needs of approximately 148 million people, contributing to the "West-to-East Power Transmission" initiative [6] - Since June 2021, the station has generated over 195 billion kilowatt-hours of electricity, saving over 59 million tons of standard coal and reducing carbon emissions by approximately 160 million tons [6] - The project also emphasizes ecological protection, achieving a 99.2% debris interception rate and exceeding 330 hectares of greening area [6]   Group 4: Industry Leadership - The Baihetan project sets a new benchmark for high-quality development in the hydropower industry, demonstrating a shift from "catching up" to "leading" in global hydropower development [7] - The station is part of a larger network of hydropower plants, collectively forming the world's largest clean energy corridor, with a total installed capacity of 71.695 million kilowatts [6][7]
 绿色算力赋能产业建圈强链的“雅安密码”
 Zhong Guo Fa Zhan Wang· 2025-10-21 05:16
中国发展网讯 青衣江畔秋风劲,产业发展势正酣。2025年10月15日至17日,中国发展改革报社四川记 者站一行深入雅安,围绕"抓项目促投资、产业建圈强链"主题,通过多部门专题座谈、机制深度访谈、 重点项目实地探访,解码大数据中心"永不断电"的硬核科技实力、文旅融合场景下的民生温度、资源型 城市向创新驱动转型的实践路径。这座川西门户城市以绿色算力为特色标识、以项目攻坚为发展支撑、 以产业协同为进阶路径的高质量发展逻辑在记者一行心中留下了深刻印象。 多维发力:绿色算力筑底 投促双轮驱动 座谈会上,雅安市发展改革委、市文化广播电视体育和旅游局、市经济和信息化局、市科技局、市经济 合作和外事局等单位负责人围绕产业根基、项目推进、招商成效展开深度交流,绿色能源与算力优势成 为贯穿始终的核心线索,也折射出雅安立足资源禀赋、锚定产业赛道的战略定力。 从资源优势到产业胜势,绿色算力的转化路径清晰可见。依托青衣江、大渡河流域丰富的水电资源,雅 安为AI算力中心、数据存储基地提供了低成本、高稳定的能源支撑,水电消纳优势直接降低企业运营 成本,成为吸引数字经济项目落地的关键砝码。目前,当地算力服务已实现跨领域延伸,文旅场景 中," ...
 金川水电站成功下闸蓄水
 中国能源报· 2025-10-21 01:46
 Core Viewpoint - The successful impoundment of the Dadu River Jinchuan Hydropower Station marks a significant step towards its commissioning, with the potential to replace approximately one million tons of coal consumption annually, contributing to a reduction in carbon emissions and optimization of China's energy structure [1][5].   Group 1: Project Overview - The Jinchuan Hydropower Station, located in Aba Prefecture, Sichuan Province, is the sixth hydropower station in the Dadu River's 28-level planning scheme, with a total installed capacity of 860 megawatts [1]. - The construction faced significant challenges due to complex geological conditions, being the highest rockfill dam in a deep cover area in China, with a construction difficulty level considered the highest domestically [1].   Group 2: Environmental and Technological Innovations - The project includes Asia's longest ecological fishway, designed to protect migratory fish species in the Dadu River, demonstrating a commitment to ecological preservation [3]. - The Jinchuan Hydropower Station has established China's first fully domestic three-dimensional digital modeling standard system for hydropower projects, enhancing geological analysis, construction simulation, and safety management [3].   Group 3: Economic and Environmental Impact - Upon completion, the Jinchuan Hydropower Station is expected to generate an average annual electricity output of approximately 3.5 billion kilowatt-hours, significantly contributing to reducing carbon emissions by about one million tons per year [5].
 金川水电站成功下闸蓄水 每年可替代约百万吨燃煤消耗
 Yang Shi Xin Wen· 2025-10-21 00:21
金川水电站还成功建成国内首个全国产三维数字建模水电工程全生命周期标准体系,辅助开展地质分析、施工预演、安全管控等,让施工过程变得更智能。 国能大渡河金川公司工程处主任覃事河:金川电站建成后,年均发电量约35亿千瓦时,每年可替代约百万吨燃煤消耗,减少二氧化碳排放约百万吨,对于优 化我国能源结构、促进经济社会协调发展具有重要意义。 金川水电站位于四川省阿坝州,是大渡河干流水电规划28级方案中的第6个梯级电站,项目总装机容量860兆瓦。金川水电站地处高山峡谷区,地质条件复 杂,是国内建设的深厚覆盖层区域最高面板堆石坝。施工人员要在25米级跨度极破碎岩体中建设地下厂房,施工难度为国内之最。即便困难重重,金川电站 在建设同时,还非常注重保护生态。 中国电建水电七局项目经理廖果:我们建设有亚洲最长的仿生态鱼道,通过天然河道加隧洞的方式,为大渡河特有的洄游鱼类提供生态保障,用实际行动守 护青山绿水、蓝天白云。 记者今天从国家能源集团获悉,大渡河金川水电站工程实现下闸蓄水,标志着金川水电站正式迈入投产倒计时。 (文章来源:央视新闻) ...







