Core Insights - China's pumped storage capacity has ranked first in the world for nine consecutive years, with Japan and the United States following in second and third place respectively [1] - The rapid growth of renewable energy sources like wind and solar has led to significant decarbonization in the power system, but it also presents new technical challenges that require advanced solutions like pumped storage [1] - The development of pumped storage is crucial for supporting the transition to a new power system and achieving high-quality growth in the sector [1] Group 1: Industry Development - As of the end of 2024, China's total installed capacity of pumped storage power stations is expected to reach 58.69 million kilowatts, with the East China region having the largest capacity [1] - The total approved and under-construction capacity of pumped storage power stations nationwide is approximately 200 million kilowatts [1] - The report indicates that there are about 160 million kilowatts of potential pumped storage sites across the country, considering various geographical and technical factors [2] Group 2: Market Mechanisms - The current two-part pricing policy for pumped storage has positively impacted investment returns and industry growth, but a gradual transition to market-based pricing is necessary [3] - The establishment of a "capacity benchmark price + difference contract" mechanism based on resource zoning is suggested to facilitate the transition to market pricing [3] - The development of a market-oriented operation mechanism for pumped storage is a key focus, especially in regions like Guangdong and Shandong that are piloting market transactions [2] Group 3: Technological and Regulatory Recommendations - Continuous technological innovation and investment in R&D are essential for enhancing the competitiveness of pumped storage in the new power system [3] - The implementation of a regular scheduling mechanism for optimizing provincial layouts from 2024 to 2028 is recommended to ensure orderly development [2] - The Energy Law emphasizes the need for reasonable planning and orderly development of pumped storage stations to meet future demands [2]

中新网南宁5月27日电 (陆冬琦 陈伯鑫 罗欢 敬敏)5月26日晚，广西首座抽水蓄能电站配套工程——南宁 抽水蓄能电站500千伏送出线路工程顺利投产，助力广西加快构建新型电力系统与新型能源体系，为经 济发展提供更加可靠、清洁的能源支撑。 南宁抽水蓄能电站总装机容量120万千瓦，2022年主体工程全面开工，目前上库大坝已完成封顶，下库 已下闸蓄水，预计2025年底全面建成投产发电。 南方电网广西电网公司电力调度控制中心高级经理孙艳表示，抽水蓄能是电力系统的"巨型充电宝"，在 保障电力供应、电网安全、促进新能源消纳等方面，发挥着不可替代的"调节器、稳定器、启动器"等多 重作用，已经成为构建新型电力系统、建设新型能源体系的关键支撑。随着双碳目标推进，新能源占比 不断提升，抽水蓄能的重要性还将进一步凸显。 据统计，今年1—4月，广西新能源新增装机容量445.8万千瓦，占全部新增装机容量的81.2%。当前，广 西抽水蓄能产业进入新发展阶段，在建抽水蓄能电站分布在钦州、南宁、贵港、玉林、桂林、百色、来 宾七地。(完) 图为南宁 抽水蓄能电站500千伏送出线路工程现场。马华斌 摄 据介绍，作为广西首座抽水蓄能电站电能输送的 ...

"抽水蓄能+"打造能源转型的超级调节器——"抽水蓄能电站发展与展望"专题研讨会观察 全球可再生能源装机规模正持续攀升。2024年全球可再生能源新增装机容量约5.85亿千瓦，占全部电力 新增装机的92.5%。 然而，风电、光伏的波动性和间歇性对电力系统稳定性提出严峻挑战。在5月20日国际大坝委员会第28 届大会暨第93届年会"抽水蓄能电站发展与展望"专题研讨会上，国内外专家学者一致认为，抽水蓄能具 备其他调节电源不可比拟的优势，是电力系统安全稳定运行的"压舱石"。 朱国金建议，在短期内，抽水蓄能电站应延续"两部制"电价政策，稳定行业发展，从长远看，要推动抽 水蓄能全面参与电力市场。另外，要强化调度运行手段，加快政策引导，量化抽水蓄能辅助服务效益， 发挥绿证、碳交易的环境价值，提升综合效益。 "抽水蓄能+"开辟未来发展新模式 抽水蓄能电站与新型储能作为新型电力系统的核心调节力量，共同构建了"长时+短时""集中+分布"的多 层次储能体系，承担着保障高比例新能源高效消纳与稳定运行的战略任务。与会专家一致认为，随着技 术进步与市场机制完善，二者将通过多维协同提升系统效率，成为未来能源转型的重要支撑。 当前，我国抽水蓄能 ...

远远望去，只见阜康抽水蓄能电站坐落于天山群峰之中，远处的雪山冰川银光闪烁，而近处的松柏茂密 挺拔，水库四周山坡绿草如茵，与山谷中的一池绿水相互映衬，构成一幅高山平湖的壮美景观。一高一 低两个水库，其400余米的海拔高差为高效电力调节创造了条件。巨大而明亮的厂房里，抽蓄机组有序 通过输水系统，将清澈的流水在上水库和下水库之间转移，进行势能和电能转换，令人心潮澎湃。 阜康抽水蓄能电站总投资83.68亿元，由上水库、下水库、输水系统、地下厂房和地面开关站等部分组 成，安装4台单机容量30万千瓦的可逆式水泵水轮发电机组，总装机容量120万千瓦，设计年发电量24.1 亿千瓦时，年抽水电量32.13亿千瓦时，以3回220千伏线路接入新疆乌昌（乌鲁木齐、昌吉）电网。 2024年7月，该电站4台机组全面投产发电，实现了新疆和西北电网调节性电源的新突破。 国网新源新疆阜康抽水蓄能电站 绿电奔涌出天山 动能澎湃向"新"行 天山深处，白杨河上，绿能涌动。 5月15日，"大国工程看新疆"全媒体报道团队来到新疆昌吉回族自治州阜康市，走进我国西北首座百万 千瓦级大型抽水蓄能电站——国网新源新疆阜康抽水蓄能电站。 自2017年4月开工以来 ...

Group 1: Investment Projects - The Zhengji Institute's green digital casting technology project in Mengzhuang Town has a total investment of 197 million yuan, aiming to produce 20,000 tons of high-end castings and 15,000 tons of precision castings annually upon completion by the end of May this year [1] - The project is part of a broader strategy in Huixian City to accelerate project construction and attract investments, focusing on key industries such as cultural tourism, high-end equipment manufacturing, and green food [1] - The JD Logistics (North Henan) smart logistics port project, with a total investment of 670 million yuan, is set to begin operations in June this year, covering an area of 189 acres and featuring multiple logistics centers [3] Group 2: Tourism and Economic Impact - During the May Day holiday, Huixian City received 1.9326 million tourists, a year-on-year increase of 4.15%, generating a total social benefit of 840 million yuan, up 5.2% from the previous year [2] - The opening of new immersive tourism projects, such as the 360-degree dome cinema and the glass water slide, has significantly enhanced visitor interaction and experience [2] - The Nine Peaks Mountain pumped storage power station project, with an investment exceeding 10 billion yuan, is expected to generate 2.52 billion kilowatt-hours of electricity annually, reducing carbon dioxide emissions by 688,500 tons each year [2]

Group 1 - The construction of the first pumped storage power station in Su Bei region has officially commenced, with a total investment of 8.66 billion yuan and a total installed capacity of 1.2 million kilowatts, expected to generate an annual local tax revenue of approximately 150 million yuan [1] - The project is part of the province's "14th Five-Year Plan" and is anticipated to create around 5,000 job opportunities during the construction phase, contributing over 10 billion yuan to the local GDP [1] - The establishment of the Yunshan Marine Science and Technology Innovation Park aims to enhance local talent policies and strengthen the competitiveness of the marine industry in the region, with a total planned investment of 2.19 billion yuan [1] Group 2 - The Yunshan Street has implemented a "1+2+1" industrial development system to promote local industries, achieving over 70% completion of the overall park and generating an industrial output value of 720 million yuan last year, reflecting a year-on-year growth of 7% [2] - The food industry zone is set to complete the listing of 68 acres of high-standard industrial land by May, further strengthening the industrial chain [2] - The Yunshan Property Group has improved its service efficiency, achieving a property fee collection rate of 85% in the first quarter, contributing over 100,000 yuan in revenue [3]

Core Viewpoint - The construction of the Weifang pumped storage power station in Shandong is progressing rapidly, with significant investments and technological advancements aimed at enhancing energy storage and supporting renewable energy development in the region [1][3][7]. Project Overview - The total investment for the Weifang pumped storage power station exceeds 8 billion yuan, making it the fourth pumped storage power station in Shandong province, featuring an installed capacity of 1.2 million kilowatts with four units of 300,000 kilowatts each [3]. - The project is designed to utilize the water level difference between the upper and lower reservoirs for flexible energy storage and release [3]. Construction Progress - The project has entered a peak phase for civil construction and electromechanical installation, with the first unit expected to be operational by 2026 and all four units by 2027 [1][3]. - The successful installation of the spiral casing for the first unit marks a significant milestone, indicating the project is moving into a new phase of electromechanical installation [3]. Environmental and Economic Impact - Once operational, the power station will play a crucial role in peak regulation, valley filling, frequency modulation, and emergency backup for the Shandong power grid, significantly supporting the development of renewable energy in the province [4]. - The project is expected to reduce sulfur dioxide emissions by 10,000 tons and carbon dioxide emissions by approximately 520,000 tons annually, contributing to energy conservation and the achievement of carbon neutrality goals [4]. Local Development and Employment - The construction of the power station is anticipated to enhance local ecological conditions, increase water surface area by 0.25 square kilometers, and create approximately 70,000 square meters of green space, thereby promoting local tourism and rural revitalization [5]. - The project will generate substantial demand for equipment manufacturing, installation, and maintenance services, providing significant development opportunities and employment for local enterprises [5]. Strategic Importance - The rapid development of renewable energy sources like wind and solar has increased the demand for energy storage solutions, highlighting the advantages of pumped storage power stations [7]. - The local government has established a project service team to ensure smooth progress, addressing challenges related to land use and regulatory approvals, thereby fostering a favorable investment environment [7][8].

Core Viewpoint - Shijiazhuang has accelerated major project construction in the traditionally slow first quarter, achieving a fixed asset investment growth of 9.7% year-on-year, surpassing national and provincial averages by 5.5 and 2.6 percentage points respectively [1][4]. Investment Growth - The city's fixed asset investment in the first quarter increased by 9.7% year-on-year, significantly higher than the national and provincial growth rates [1][4]. - Investment projects with a planned total investment of 100 million yuan and above (excluding real estate development) saw an 8.4% year-on-year increase, accounting for 71.3% of total investment [1][4]. Project Development - The number of key projects in the city has increased by 20 compared to the previous year, with the proportion of industrial projects reaching a record high, rising from 75.3% in 2021 to 82.1% in 2025, an increase of 6.8 percentage points [1][7]. - Major projects include the Taiwei Aviation Simulator Production Base with a total investment of 30.12 billion yuan and the Huapu Biological Vaccine Production Base with a total investment of 51.7 billion yuan [3]. Infrastructure and Energy Projects - The LingShou Pumped Storage Power Station project, with a total investment of 100.05 billion yuan, is in full construction mode, expected to generate approximately 22.5 billion kilowatt-hours annually upon completion [5][6]. - The project aims to enhance the reliability and economic operation of the power system while improving the capacity for renewable energy consumption [5]. Policy and Support Measures - The city has adopted a comprehensive approach to expand effective investment, focusing on urban function optimization, infrastructure enhancement, and project support [4][9]. - Initiatives include a land guarantee mechanism for key projects, regular financial institution engagements, and enhanced environmental policy support to facilitate project construction [9]. Overall Economic Impact - The ongoing investment and project development are seen as crucial for sustaining economic growth and resilience in Shijiazhuang, with a strong emphasis on achieving a successful economic performance throughout the year [9].

Core Viewpoint - The rapid growth of renewable energy enhances the demand for peak regulation in the power system, highlighting the cost and lifespan advantages of pumped storage investment. The implementation of a two-part electricity pricing system clarifies the cost recovery model, ensuring reasonable investment returns. The development of the electricity spot market and auxiliary service market is expected to further increase project revenues, making pumped storage power stations attractive to investors [1][19]. Group 1: Industry Overview - Pumped storage is currently the most mature energy storage technology, suitable for large-scale scheduling in the power system, providing peak shaving, frequency regulation, and energy storage functions, which facilitate the consumption of renewable energy [2]. - The historical development of pumped storage in China began in the 1960s, with significant growth in installed capacity during the 1990s and 2000s. However, the installed capacity growth during the "12th" and "13th" Five-Year Plans fell short of national targets due to low reasonable return rates under the previous electricity pricing mechanism [6][7]. Group 2: Development Opportunities - The increasing share of renewable energy in the power system has led to greater peak regulation pressure, while the construction of flexible regulation power sources has lagged. This has renewed attention on pumped storage as a key adjustment power source, with government departments proposing ambitious development targets and project lists [9]. - It is projected that by the end of 2025 and 2030, the cumulative installed capacity of pumped storage will reach 73 GW and 155 GW, respectively, with corresponding growth rates of 18.3% and 16.2% during the "14th" and "15th" Five-Year Plans [9]. Group 3: Investment Returns - The comprehensive implementation of a two-part electricity pricing system ensures that the initial investment and ongoing operational costs of pumped storage power stations can be recovered, providing stable returns for investors. The ongoing development of the electricity spot market and auxiliary service market is expected to enhance revenue through price differentials and participation in auxiliary services [19]. - Simulations indicate that as the additional profit per kWh from the spot market increases, the internal rate of return (IRR) for equity will rise significantly, demonstrating strong return potential [19][21]. Group 4: Industry Landscape - The early limitations in policy and profitability have resulted in the majority of existing pumped storage power stations being operated by State Grid and Southern Grid. Looking ahead, these entities are expected to lead the industry, with ambitious targets for installed capacity by 2030 [25][27]. - The central enterprises are becoming significant players in the pumped storage sector, with approximately 40% of the approved project scale during the "14th" Five-Year Plan, leveraging their financial strength and experience in large-scale power station development [25].

然而，当时只有中国工程院院士、时任广州抽水蓄能电站联营公司总经理罗绍基支持这一创新方 案。"打破常规，才有突破。"罗绍基当场拍板，并强调"有事我负责"。刘学山提出的创新方案使广蓄一 期在保证施工质量的前提下缩短了6个月的工期，还直接节约了6000多万元的投资。刘学山也因此获得 原电力工业部颁发的科技进步一等奖。 罗绍基院士和公司鼓励创新、支持创新的做法，深深鼓舞着刘学山。这成为他日后勇于创新的底气所 在。 近日，南方电网储能股份有限公司专家委员会主任委员刘学山从柬埔寨出差回国，和记者分享了他的科 研经历。30多年来，刘学山扎根抽水蓄能行业，先后参与我国20多座抽水蓄能电站建设。他带领团队持 续创新，首创抽水蓄能超高压钢筋混凝土压力管道建设关键技术。不久前，刘学山获得第八届潘家铮 奖。 优化设计缩短工期六个月 广州抽水蓄能电站（以下简称"广蓄"）是我国自行设计和施工的第一座抽水蓄能工程。广蓄一期工程配 套大亚湾核电站运行，因此其投产必须早于大亚湾核电站投产时间。 然而受客观条件限制，团队在建设过程中发现，广蓄一期难以按预计时间投产。这把团队急得团团转。 刚从地质行业改行而来的刘学山十分好学。只要施工单位干活，他 ...