中新社成都9月6日电 (单鹏)"中国的城市更新催生了新的需求——用能要更加经济高效、绿色智能。"新 加坡能源集团中国区总裁钟志明5日在成都表示，城市更新将为集团在华发展创造新机遇。 5日下午，新加坡能源集团在成都举行"对话城市更新"圆桌讨论及节能改造项目参观活动。此次活动聚 焦工商业建筑的绿色更新，探讨城市更新带来的机遇和绿色低碳发展路径。 当前，中国城市更新提速：今年5月，《关于持续推进城市更新行动的意见》印发，政策指出，加强既 有建筑改造利用是城市更新的主要任务之一，包括持续推进既有居住建筑和公共建筑节能改造，老旧厂 房与低效楼宇等存量房屋的改造利用。今年7月，时隔十年再次召开的中央城市工作会议将城市更新写 入总体要求。 四川是新加坡能源集团重点投资的区域之一。近年来，该集团参与了成都国际城市设计产业中心的能源 系统改造，实现了35%以上的供冷节能率和50%以上的供热节能率；其在成都收购的蜀都中心集中供冷 供热项目，通过系统智能化改造等措施，实现能源系统能效提升约25%。 "四川与新加坡密切的关系，川渝的经济活力，以及中国政府对绿色用能的倡导，是我们投资四川的信 心来源。"钟志明表示。 截至目前，新加坡能 ...

IPE 6 公众环境研究中心 A股绿色围报 09 06 点击 第213期 4家上市公司暴露环境风险 隧道股份控股公司 夜 100万元 高本期要点 未编制建筑垃圾处理方案报备案，隧道股份（600820）（SH600820）控股公司被罚100万元；未批先建，吉电股份（000875） （SZ000875）控股公司被罚约3.64万元 2025年9月第一周，哪些上市公司的环境保护与信披责任亮起了红灯？且看A股绿色周报第213期。 未编制建筑垃圾处理方案报备案 隧道股份控股公司被罚100万元 隧道股份 上市公司名称 202亿元 上市公司市值 2509180240 处罚书文号 2025年度已受罚次数 | 次 项目环评报告未经批准擅自开工建设 吉电股份控股公司被罚约3.64万元 )吉电股份 上市公司名称 上市公司市值 201 7.元 皖马环(和)罚〔2025〕4号 处罚书文号 2025年度已受罚次数 | 次 cj本期所涉数据概览 上市公司 涉及行业 漫下次 | 天 HP 润景点频 分子及 出張 a 环境风险榜涉及上市公司分布情况 | | 电力设备 | | 山东省 | | --- | --- | --- | --- | | 环 ...

2025.09. 06 本文字数：4254，阅读时长大约8分钟 作者 | 第一财经 郭霁莹 武汉的南太子湖地处经开区核心腹地，交通便利。8月下旬，市民吴先生将爱车停靠在这里刚投运不久的超级充换电站，解锁了一次车辆向电网反向送 电的新体验。 下午5时，正值用电晚高峰，电价处于每度电3元的尖峰价格，吴先生用手机扫码站内V2G专用充电桩后，在APP中选择"峰谷放电"模式，大约10秒后， 车辆便接入华中区域虚拟电厂调度系统，开始向电网送电。 "昨晚在家四毛五充的电，现在放一度电能赚两块多。"吴先生推算，若单次放电30度，结合峰谷电价套利价差，单次收益就可覆盖他一周多的上下班 出行成本。长期积累下，电动汽车就能变为可赚钱的"移动充电宝"。 在全球加速能源转型的背景下，V2G（Vehicle-to-Grid，车辆到电网）作为连接交通与能源两大系统的关键技术，已成为我国推动新型电力系统建设、 实现"双碳"目标的重要抓手。这种模式并不只在武汉推行，全国其他各大城市也相继建立起V2G规模化应用试点。据清华四川能源互联网研究院新能源 汽车储能研究所副所长李立理预测，今年年底或明年上半年，我国V2G试点可能会迎来类似DeepSee ...

Core Viewpoint - The V2G (Vehicle-to-Grid) technology is emerging as a crucial solution for integrating electric vehicles with the power grid, enabling electric cars to act as mobile energy storage units and contributing to the stability of the power system while providing economic benefits to vehicle owners [1][3][10]. Group 1: V2G Technology and Market Growth - The rapid growth of China's electric vehicle market, with ownership increasing from 120,000 in 2014 to 31.4 million by 2024, has led to a significant rise in charging loads, necessitating the implementation of V2G technology to manage peak demand [2][5]. - V2G technology allows for bidirectional energy flow, enabling electric vehicles to charge during off-peak hours and discharge energy back to the grid during peak demand, thus transforming electric vehicles from a burden on the grid to a flexible energy resource [3][10]. Group 2: Government Initiatives and Pilot Projects - The Chinese government has initiated several policies to promote V2G technology, including plans to establish over five demonstration cities and 50 dual-direction charging and discharging projects by the end of 2025 [5][6]. - Nine cities, including Shanghai and Guangzhou, have been included in the first batch of V2G pilot projects, focusing on various scenarios such as residential charging and public charging station interactions [6][10]. Group 3: Economic Incentives and Pricing Mechanisms - Local governments are establishing pricing mechanisms for V2G, with Guangdong Province setting a peak discharge price of 0.9626 yuan per kWh, creating an arbitrage opportunity for vehicle owners [6][10]. - The potential earnings from V2G participation can significantly offset the costs of electric vehicle ownership, with estimates suggesting that V2G could provide value between 60,000 to 150,000 yuan over the vehicle's lifecycle [13]. Group 4: Challenges and Bottlenecks - The main challenges for V2G scalability include the lack of standardized communication protocols between different brands of electric vehicles and charging stations, as well as the need for a clear revenue-sharing model among stakeholders [7][9]. - Concerns regarding battery lifespan and warranty coverage for vehicles participating in V2G are hindering broader adoption, as vehicle owners fear that frequent charging and discharging may reduce battery life [8][10]. Group 5: Future Directions and Recommendations - To facilitate the growth of V2G, it is essential to establish a sustainable business model that benefits all parties involved, including vehicle owners, grid operators, and manufacturers [10][13]. - The industry is encouraged to explore financial incentives and targeted warranty programs to alleviate concerns about battery longevity and to promote participation in V2G initiatives [13][14].

Domestic News - A total of 40 listed companies in the A-share market will have their restricted shares unlocked next week, with a combined market value of approximately 966.01 billion yuan. The companies with the highest unlock values include Times Electric (278.23 billion yuan), Southern Power Storage (230.81 billion yuan), and BGI Genomics (133.82 billion yuan) [1] - The unlock ratios for several companies exceed 50%, with Minshida at 66.23%, Southern Power Storage at 65.3%, Sailun Biotech at 59%, and Zhejiang Hengwei at 50.95% [1] International News - The 24th Economic Ministers' Meeting of the Shanghai Cooperation Organization (SCO) was held in Vladivostok, Russia, focusing on sustainable economic growth measures and planning for future regional economic cooperation [2] - The price of domestic gold jewelry has surpassed 1,060 yuan per gram, with brands like Chow Sang Sang and Lao Miao reporting increases in their gold prices [3] - The completion of the first main tower of the Zhuhai Bridge, which connects Zhoushan's Liuhong Island and Foduo Island, marks a significant milestone in infrastructure development, with a main span of 1,768 meters [3]

（央视财经《第一时间》）当地时间4日，美国司法部对南加州爱迪生公司提起两项诉讼，指控其疏忽管理电力设施，导致两场毁灭性山火，同时向该公 司索赔超过7700万美元，以弥补灭火和生态修复等公共损失。 据了解，除了美国司法部，加利福尼亚州洛杉矶县此前也对南加州爱迪生公司提起诉讼，寻求赔偿，以弥补因基础设施损毁、道路维修、清理和恢复等 造成的经济损失，初步估计成本和损失总额达数亿美元。南加州爱迪生公司此前表示，它在伊顿峡谷地区运营输电塔，该地区正是1月加州"伊顿"山火疑 似起火点，该公司承认在火灾发生的时间点左右检测到一条输电线发生"故障"，但没有发现指向其他可能起火源的证据。 转载请注明央视财经 编辑：潘煦 美国司法部指控南加州爱迪生公司未能妥善维护电力及输电线路和相关设施，存在严重过失，导致今年1月加州"伊顿"山火和2022年9月"费尔维尤"山火， 共造成21人死亡、近9000公顷国家森林被毁。美国加利福尼亚州检察官比尔·埃塞利4日表示，南加州爱迪生公司在明知强风天气可能引发火灾的情况下， 却未能及时升级设备降低风险，造成重大经济财产损失。因此向该公司索赔的7700万美元（约合人民币5.49亿元），将用于火灾扑救 ...

IPE 6 公众环境研究中心 A股缩回报 09 06 点击 第213期 4家上市公司暴露环境风险 隧道股份控股公司 被罚100万元 三本期要点 未编制建筑垃圾处理方案报备案 A 隧道股份控股公司被罚100万元 隧道股份 上市公司名称 202亿元 上市公司市值 2509180240 处罚书文号 2025年度已受罚次数 | 次 项目环评报告未经批准擅自开工建设 吉电股份控股公司被罚约3.64万元 上市公司名称 吉电股份 上市公司市值 2017.元 皖马环(和)罚〔2025〕4号 处罚书文号 2025年度已受罚次数 | 次 C 本期所涉数据概览 上市公司 涉及行业 漫大家 次 中 力元 HP ガ景观 发动及 HTF > 环境风险榜涉及上市公司分布情况 | | 电力设备 | | 山东省 | | --- | --- | --- | --- | | 环境违法违规 | 建筑装饰 | 上海市 | | | | 石油石化 | 新疆维吾尔自治区 | | | | 公用事业 | | 吉林省 | 每周更新 每日照信 未编制建筑垃圾处理方案报备案，隧道股份（SH600820）控股公司被罚100万元；未批先建，吉电股份（SZ000875）控 ...

Core Insights - High temperatures have driven residential electricity demand, resulting in an 8.6% year-on-year increase in total electricity consumption in July [2] - The cumulative growth rate of new wind and solar installations has significantly declined after the installation rush, with a year-on-year increase of 79.4% for wind and 80.7% for solar from January to July [3] - Hydropower output was weak in July, while solar utilization rates improved on a month-on-month basis [4] Electricity Consumption - In July, total electricity consumption reached a historical high, exceeding 1 trillion kilowatt-hours for the first time, with a year-on-year growth of 8.6%, up from 5.4% in June [2] - Residential electricity consumption surged by 18.0% year-on-year in July, while secondary industry electricity demand rebounded to 4.7% [2] - High-energy-consuming regions saw a notable electricity consumption growth of 10.4%, while coastal regions experienced a decline to 6.0% due to extreme weather impacts [2] Power Generation and Investment - The installation of new renewable energy sources has slowed down, with cumulative new installations of wind and solar power showing a significant decrease in growth rates compared to the first half of the year [3] - From January to July, power generation investment totaled 428.8 billion yuan, a year-on-year increase of 3.4%, with thermal power investment rising by 52.4% [3] - Grid investment during the same period was 331.5 billion yuan, reflecting a year-on-year growth of 12.5% [3] Utilization Rates - Average utilization hours for power generation equipment in July were 302 hours, down 7.9% year-on-year [4] - Hydropower utilization hours decreased by 12.6% to 395 hours, while thermal power utilization hours increased slightly by 0.3% to 399 hours [4] - Solar utilization rates improved month-on-month, with July showing a 3.5% year-on-year increase in utilization hours [4]

Core Viewpoint - Gansu Electric Power Investment's Changle Power Plant successfully completed the 168-hour full-load trial operation of the 5th unit of the 2×1000MW coal-fired unit expansion project and has officially commenced commercial operations [1] Group 1 - The 5th unit of the Changle Power Plant is part of an expansion project that includes two 1000MW coal-fired units [1] - The company is actively working on the commissioning of the 6th unit to achieve the goal of high-quality production of both units within the year [1]

Core Viewpoint - Shaanxi Hydropower Development Group's IPO process has been halted as the company voluntarily withdrew its listing application, leading to the termination of the review by the Shanghai Stock Exchange [1] Company Overview - Shaanxi Hydropower is the sole operating entity for clean energy generation under the Shaanxi Investment Group, focusing on investments and operations in solar, wind, and hydropower projects [3] - The company submitted its IPO application on December 30, 2023, aiming to raise 1 billion yuan by issuing up to 428 million shares for the "Shaanxi Investment Fugu 250 MW Solar Power Delivery Project" [3] Shareholder Structure - The controlling shareholder of Shaanxi Hydropower is Shaanxi Investment Group, which holds a total of 73.71% of the company's shares through direct and indirect means [3] - The underwriting team for the IPO includes prominent firms such as CITIC Securities and Western Securities, with a total of four representatives [3] Financial Performance - In 2024, Shaanxi Hydropower reported revenue of 1.06 billion yuan, a decline of 1.85% from 2023, with a significant drop in net profit from 282 million yuan to 170 million yuan, representing a year-on-year decrease of 39.72% [4] - In contrast, Shaanxi Energy, a related entity, achieved a revenue of 23.156 billion yuan and a net profit exceeding 3 billion yuan in 2024, highlighting a significant disparity in operational scale [4] Regulatory Environment - The China Securities Regulatory Commission has emphasized stricter listing standards for the main board, requiring companies to demonstrate industry representation, stable operating performance, and substantial scale [4] - Shaanxi Hydropower's revenue is heavily reliant on State Grid Shaanxi Electric Power Company, with over 90% of its income derived from this source, limiting its competitiveness in the national clean energy sector [4] Industry Competition - The presence of direct competition from Shaanxi Energy, which holds a 14.61% stake in Shaanxi Hydropower, raises concerns regarding potential conflicts of interest [6] - Similar challenges were faced by Guangxi Beibu Gulf Land-Sea New Energy Co., which withdrew its IPO application due to difficulties in meeting the main board's "blue-chip" criteria [6] Future Prospects - The integration of Shaanxi Hydropower into Shaanxi Energy could provide a viable path for achieving listing goals, allowing for a complementary structure between thermal and clean energy operations [7]