证券代码：601985 证券简称：中国核电 公告编号：2026-005 中国核能电力股份有限公司 2025年全年发电量完成情况及2026年发电计划公告 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。 根据中国核能电力股份有限公司（以下简称公司）统计，截至2025年12月31日，公司控股核电在运机组 26台，装机容量2,500.00万千瓦；控股核电在建及核准待建机组19台，装机容量2,185.90万千瓦。2026年 1月1日，公司控股投资的中核国电漳州能源有限公司福建漳州核电站2号机组投入商运（详见公司2026- 002号公告），公司控股核电在运机组增至27台，装机容量增至2,621.20万千瓦；控股核电在建及核准待 建机组变为18台，装机容量相应变为2,064.7万千瓦。 截至2025年12月31日，公司控股新能源在运装机容量3,364.10万千瓦，包括风电1,062.68万千瓦、光伏 2,301.42万千瓦，另控股独立储能电站165.10万千瓦；控股新能源在建装机容量793.17万千瓦，包括风电 260.74万千瓦，光伏53 ...

（来源：市场星报） 绿色能源是电网平稳度冬的重要支撑。截至2025年年底，合肥地区新能源发电装机容量达749.14万千 瓦，占全市电源总装机容量的56.7%。迎峰度冬前，合肥电力调度中心从"源端"发力，服务5座总容量为 2.39万千瓦的大型光伏电站、5座总容量为14.69万千瓦的储能电站顺利投运。迎峰度冬期间，电力调度 控制中心将综合考虑居民返乡等负荷特性，密切关注负荷变化情况，开展整体负荷预测并科学制定负荷 调整策略，有力提升全市电能质量。 在运维保障方面，全市149座变电站内共安排106名值班员全程值守，增加设备巡检频次，并利用无人 机、智能巡检机器人等设备辅助人工完成标准化巡检，实现设备运行状态可控、在控。 1月4日12时22分，合肥电网最大负荷达1059.37万千瓦，创冬季负荷历史新高，同比2023年12月创下的 纪录增长1.36%；当日全市日用电量也同创冬季新高，达2.06亿千瓦时。"据预测，今冬合肥最大负荷或 将达1100万千瓦以上。目前各项准备工作充分，全市电力供应平稳有序。"国网合肥供电公司电力调度 控制中心副主任张传海表示。 电网平稳运行得益于坚实的基础支撑。根据计划，合肥电网将在春节前再投 ...

Core Viewpoint - The actual controller of Baoneng New Energy, Ye Huanneng, has been fined and penalized over 37.54 million yuan for concealing shareholding and other violations [1][2]. Group 1: Regulatory Actions - Ye Huanneng received an administrative penalty from the Guangdong Securities Regulatory Bureau, which includes a warning and a fine of 2 million yuan, along with the confiscation of illegal gains amounting to 25.54 million yuan and an additional fine of 10 million yuan [3]. - The Shenzhen Stock Exchange has publicly reprimanded both Ye Huanneng and Ning Yuanxi due to the aforementioned violations [4]. Group 2: Company Performance - Baoneng New Energy has shown unstable performance in recent years, with a reported revenue of 6.754 billion yuan for the first three quarters of 2025, reflecting a year-on-year increase of 10.61%, and a net profit attributable to shareholders of 821 million yuan, up 38.62% year-on-year [6]. - The company was founded in 1993 and has been listed on the Shenzhen Stock Exchange since 1997, focusing on "new energy power + new financial investment" as its dual core business [7]. Group 3: Market Position - As of January 7, the stock price of Baoneng New Energy was 4.31 yuan per share, with a total market capitalization of 9.378 billion yuan [8].

Group 1: Energy Crisis - The energy crisis in Europe has intensified since the outbreak of the Russia-Ukraine conflict, leading to significant shortages in natural gas, particularly affecting Germany and France, with electricity prices in Germany rising nearly 40% within a year [5] - Many households are resorting to unconventional heating methods, such as burning coal, due to soaring energy costs [5] - Experts warn that unless Europe completely reduces its dependency on Russian energy, similar crises will continue to recur [5] Group 2: Economic Challenges Post-Brexit - The Brexit process, finalized in 2020, was expected to bring freedom but has instead resulted in economic slowdown and cuts to public spending, particularly affecting healthcare and unemployment benefits [7] - The poverty rate in the UK increased by two percentage points compared to pre-Brexit levels in 2022 [7] - Strikes and protests have become commonplace as the welfare system faces increasing strain [8] Group 3: Pension Reforms and Social Unrest - France's government proposed raising the retirement age from 62 to 64 in 2023 due to fiscal pressures, leading to widespread strikes and disruptions in public services [9][11] - Over one million people participated in the strikes, highlighting the growing anxiety among citizens regarding their financial security in retirement [11][12] - Experts indicate that structural reforms in high-welfare countries like France will inevitably cause short-term pain but are necessary for long-term sustainability [12] Group 4: Manufacturing Sector Pressures - European traditional manufacturing industries, particularly automotive and home appliances, are facing unprecedented challenges due to the rise of Chinese manufacturing since 2010 [13] - In 2023, exports of Chinese electric vehicles to Europe surged by 60%, prompting the EU to implement anti-dumping measures, which have had limited effectiveness [15] - European companies are under pressure to transform while maintaining employment, creating a challenging environment for traditional industries [15] Group 5: Increased Defense Spending - Since 2018, the U.S. has increased demands for European allies to raise military spending, resulting in a nearly 20% increase in Germany's defense budget in 2023 [16][17] - This increase in military expenditure is squeezing budgets for education and healthcare, leading to dissatisfaction across various sectors [17] - The trend of rising military spending is expected to continue, impacting the quality of life for ordinary citizens [17] Group 6: Broader Economic and Social Trends - Europe has historically benefited from external advantages, such as Russian energy, U.S. security, and cheap Chinese goods, but these conditions are changing [19] - The current situation presents a critical moment for Europe to undergo self-reform and reduce reliance on external support [20] - Various countries are taking proactive measures, such as Spain's investment in renewable energy and Italy's pension reforms, to address these challenges [21][22][24] - A 2023 EU survey indicated that over 60% of respondents expect increased living pressures in the next five years, particularly concerning welfare and employment [24]

Core Insights - The integration of vehicle and energy systems, termed "vehicle-energy integration," is becoming an irreversible trend in the context of rapid development in the new energy vehicle industry and profound changes in the energy system [1][3] - The essence of vehicle-energy integration is the organic combination of "two diversifications," focusing on a multi-faceted approach to automotive technology and energy supply [1] Group 1: Key Developments - The acceleration of vehicle-energy integration is attributed to breakthroughs in key technologies, particularly in battery innovation, which is evolving towards ultra-long lifespan and ultra-low cost [2] - Charging technology, especially the development of megawatt-level ultra-fast charging technology in China, is enhancing the efficiency of energy exchange for electric vehicles [2] - The advancement of vehicle-to-grid (V2G) technology is transforming electric vehicles from mere energy consumers to flexible resources that can supply energy back to the grid [2] Group 2: Strategic Directions - Six key directions are proposed to accelerate the implementation of vehicle-energy integration, including the establishment of a systematic new transportation energy system and the development of a charging infrastructure [2] - Promoting the scale development of vehicle-to-grid interactions to integrate electric vehicles into the energy system is essential [2] - Supporting new business models and the establishment of energy companies by automotive firms is crucial for fostering innovative energy service providers [2] - Promoting the "photovoltaic + storage battery + micro electric vehicle + charging pile" model for international collaboration in new energy and electric vehicles [2] - Building zero-carbon parks as a breakthrough for vehicle-energy integration to ensure practical implementation [2] - Utilizing digital and intelligent technologies to construct an energy internet as a key driving technology for vehicle-energy integration [2]

丰富且尚未送往华东后，国网华东分部主动走访东北地区，熟悉当地绿电外送政策，协同国网东北分部及区内各省电力公司，首次引入黑龙江、吉林等地 5.13亿千瓦时绿电送上海。同时，充分利用全国统一电力交易平台，协调首次达成内蒙、湖南、四川、西藏等地区绿电资源送入上海。2025年，国网华东分 部共协调组织区外14个省份绿电资源送沪，实现全国其他6大区域全覆盖，全年跨区绿电送上海交易达74.88亿千瓦时，同比增长56%。 此外，国网华东分部还协同区域内省（市）电力公司推动建立长三角区域省市间绿电互济机制，努力提升区内绿电资源利用效率。在全国范围内率先实 现省间D-3日的常态化绿电交易、率先实现分布式新能源聚合参与省间绿电交易，开创场外协商、场内实施交易机制，构建起年度、月度、月内、周、D-3 日的常态化绿电交易体系。2025年，安徽、江苏新能源企业送出绿电9.03亿千瓦时，交易规模达上年的6倍，上海用户购入8.47亿千瓦时，占华东区内省间绿 电交易总量的93.8%。10月份，在华东能监局的指导下，国网华东分部还制定了长三角电力市场护航第八届进博会工作方案，精心组织进博期间安徽、江苏 绿电送上海交易1.3亿千瓦时，助力上海月 ...

Core Viewpoint - The company emphasizes its investment in energy storage and solar thermal projects alongside wind and photovoltaic energy [1] Group 1: Investment Focus - The company is focusing on energy storage technologies, which include electrochemical storage, liquid compressed air storage, and flywheel storage [1] - The company plans to connect a 200,000 kW/800,000 kWh independent energy storage power station in Wuhai City by November 2025, utilizing semi-solid battery technology [1]

Group 1 - The core viewpoint of the article is that the launch of the first batch of computing power projects at the Tacheng Data Center will enhance electricity consumption in the region and improve the absorption of renewable energy [1] - The company is actively negotiating the feasibility of green electricity trading cooperation for certain data centers [1]

Core Viewpoint - The heavy snowfall in Germany has significantly reduced renewable energy output, leading to a surge in electricity prices during the current cold wave [1] Group 1: Impact on Renewable Energy - Approximately 80% of solar panels in Germany are covered by snow, which has severely impacted renewable energy generation [1] - The Arctic cold air has increased electricity demand while simultaneously hindering renewable energy production [1] Group 2: Electricity Price Surge - Epex Spot SE data indicates that hourly contract prices in Germany remained above €100 per megawatt-hour for most of the day [1] - The day-ahead price for Thursday delivery closed at €154 per megawatt-hour, marking the highest level since early December [1]

转自：北京日报客户端 因日本中部电力公司在核电站重启审查中提供的材料存在数据造假行为，日本原子能规制委员会7日痛 斥该公司恣意操纵数据，并决定继续停止相关审查工作。 日本中部电力公司5日承认，为使其运营的滨冈核电站3号和4号机组通过审查重启，该公司涉嫌存在操 纵相关数据、故意低估可能发生的地震最大破坏力的行为。据日本共同社报道，该事件的曝光是由于日 本原子能规制委员会收到了"外部通报"，日本原子能规制委员会已于2025年12月开始暂停了相关审查工 作。 据日本媒体7日报道，日本原子能规制委员会在当天的例会上将中部电力公司的行为定义为恣意操纵数 据的不正当行为，决定不等中部电力公司设立的第三方委员会的调查结果而独立采取措施。 日本原子能规制委员会委员长山中伸介表示，这是与安全直接相关的审查数据的捏造事件，是很明显的 不正当行为，是极其严重和重大的事件。他说此次事件是对安全监管的"暴行"，使迄今为止的审查可靠 性受到质疑，因此审查有必要推倒重来。 来源：新华社 ...