格隆汇2月11日丨通宝能源(600780.SH)公布，公司所属全资火力发电企业山西阳光发电有限责任公司 2025年第四季度发电量151,092万千瓦时，同比下降13.73%；上网电量136,332万千瓦时，同比下降 14.34%；上网电价均价(含税)395.52元/千千瓦时，同比增加13.09%。2025年度发电量564,648万千瓦 时，同比下降8.58%；上网电量509,251万千瓦时，同比下降9.22%；上网电价均价（含税）380.18元/千 千瓦时，同比增加6.94%。市场化交易电量占上网电量100%，与上年持平。 公司所属全资风力发电企业通宝宁武清洁能源有限公司2025年第四季度发电量4,086万千瓦时，上网电 量4,018万千瓦时，上网电价均价(含税)329.96元/千千瓦时。2025年度发电量6,768万千瓦时，上网电量 6,637万千瓦时，上网电价均价(含税)326.97元/千千瓦时。市场化交易电量占上网电量100%。 ...

Core Viewpoint - The company, Dongfang Tower (002545.SZ), has won bids totaling approximately 111 million yuan, which represents about 2.63% of its audited revenue for 2024 [1] Group 1 - The State Grid Corporation of China announced the results of its first procurement for transmission and transformation project materials for 2026 [1] - The company secured contracts in the sixth batch of procurement for ultra-high voltage projects for 2025 [1] - The total amount of contracts won by the company is approximately 111 million yuan [1]

通宝能源公告称，公司所属全资火电企业山西阳光发电2025年第四季度发电量151,092万千瓦时，同比 降13.73%；上网电量136,332万千瓦时，同比降14.34%；上网电价均价395.52元/千千瓦时，同比增 13.09%。2025年度发电量564,648万千瓦时，同比降8.58%；上网电量509,251万千瓦时，同比降9.22%； 上网电价均价380.18元/千千瓦时，同比增6.94%，市场化交易电量占比100%，与上年持平。全资风电企 业通宝宁武清洁能源2025年度发电量6,768万千瓦时，上网电量6,637万千瓦时，上网电价均价326.97元/ 千千瓦时。 ...

华能水电公告称，近日完成2026年度第二期科技创新债券和第二期绿色科技创新债券（乡村振兴）发 行，发行额分别为10亿元、10亿元，发行利率分别为1.58%、1.61%，期限分别为95天、177天。发行 后，公司短期融资券（含超短融）余额76亿元，中期票据（含永续中票）余额160亿元。债券由中行、 农行、建行等承销，募资用于偿还带息负债。公司曾获批在2024年度股东大会批准日至2026年6月13日 24时，发行不超340亿元债务融资工具。 ...

此次检修涵盖1000千伏特高压巴岳变电站2号主变例行检修、专项检查、消缺、技改、技术监督等内 容，由运维、检修、试验、保护自动化等多专业团队协同开展，聚焦2号主变、GIS设备等核心部件， 累计完成一、二次设备例行试验与定期校验近300台（套），同步实施主变套管在线监测系统安装、 GIS隔离开关触头行程调整等4类专项检修，成功处理计划缺陷41项，研判并处置2号主变C相非电量保 护电缆绝缘值偏低等重大技术监督问题4项，设备各项参数均恢复至最优标准，为春节期间民生用电保 障奠定坚实基础。 据了解，1000千伏特高压巴岳站首次检修工作预计持续至今年6月3日，其间将陆续完成站内所有一、二 次主辅设备首次检修任务，同步整改基建遗留问题、治理新增运维缺陷，进一步提升西南电网电力资源 优化配置能力，为新型能源体系建设及成渝地区双城经济圈高质量发展注入强劲电力动能。 2月5日凌晨1时许，国网重庆超高压公司1000千伏特高压巴岳变电站2号主变送电成功，2号主变首次检 修工作圆满结束，该站年度检修序幕也正式拉开。此次检修是巴岳站投运406天以来的首次大型综合性 检修，也是重庆地区首次自主开展特高压设备检修工作。 ...

此次作业刷新世界超高压带电作业海拔纪录，也是我国首次在五千米级高海拔区域开展此类作业。作为连接青藏的 "电力天路"，青藏联网工程2011年底投 运后，解决了西藏冬季缺电、夏季水电消纳难的问题，其中柴拉直流段平均海拔超4000米，运维难度极大。此次作业彰显了我国极端环境下的电网运维实 力，为当地民生保障和经济发展提供了坚强电力支撑。 近日，国网青海省电力公司运维检修人员在唐古拉山口附近5211.5米海拔处，成功开展超高压等电位带电作业，消除青藏联网工程±400千伏柴拉直流线路缺 陷，为西藏春节电力稳供筑牢防线。 检修作业现场含氧量仅为平原的40%，气温低至零下20℃。工作人员采用"无人机+电动升降机"组合技术，高效完成缺陷修复。 （总台记者 雷正龙 王小龙 曹博 闫懋鹏 杨成） [ 责编：杨煜 ] ...

Core Viewpoint - The article highlights the severe electricity pricing crisis in the United States, where residential electricity costs have skyrocketed, leading to significant financial strain on families, particularly during extreme weather conditions [1][3][4]. Group 1: Electricity Pricing Trends - In Texas, the cost of heating for one night can reach $1,400, comparable to a short-haul flight, making it unaffordable for many families [4][6]. - The average electricity price in the U.S. is projected to increase by 6% in the first half of 2025, with annual electricity costs rising from $1,683 to $1,902, adding over $200 to household expenses [8][10]. - Over the past decade, electricity prices have risen in all states, with 39 states experiencing increases of over 20%, and California seeing a staggering increase of nearly 96% [10][12]. Group 2: Impact on Households - Millions of families are forced to forgo basic living necessities due to high electricity costs, with vulnerable populations particularly affected during winter [3][14]. - Approximately 13% of U.S. households are in arrears on their electricity and gas bills, reflecting the financial struggles faced by many [24][40]. - The elderly and children in a Maryland community faced severe heating issues, with the government refusing to repair infrastructure, instead imposing exorbitant repair costs on residents [26][28]. Group 3: Infrastructure and Supply Issues - The aging electricity grid, with many components over 30 years old, contributes to unreliable power supply and frequent outages during extreme weather events [12][16]. - The fragmented nature of the U.S. electricity grid, with three major independent networks, hampers efficient energy distribution and upgrades [16][18]. - The increasing demand for electricity from AI data centers exacerbates the existing supply issues, as these centers consume power equivalent to that of small cities [21][22]. Group 4: Systemic Issues and Comparisons - The article argues that the electricity crisis is not merely a pricing issue but reflects deeper systemic problems where capital interests overshadow public welfare [42][44]. - In contrast, China's electricity pricing and supply system prioritize public welfare, maintaining stable prices and ensuring reliable service even during crises [31][35]. - The disparity in electricity pricing and supply stability between the U.S. and China underscores the importance of a development model that prioritizes the needs of ordinary citizens over capital interests [48].

关于举办源网荷储及微电网投资建设培训的通知 各企事业单位： 三、培训对象 1 . 各大型能源集团；电力公司；发电集团；地方能源集团；地方电力集团、重点园区、 工厂及各类型用能机构； 2 . 新能源企业（风电、光伏、储能等）、电力设计院、源网荷储一体化设计单位； 源网荷储一体化发展是电力行业坚持系统观念的内在要求，是实现电力系统高质量发展的 客观需要，是提升可再生能源开发消纳水平和非化石能源消费比重的必然选择，对于促进 我国能源转型和经济社会发展具有重要意义。 微电网具有自平衡、自安全、小微化、绿色化、数智化、共享化等特征，建设微电网对新 型电力系统的安全稳定、经济高效、绿色低碳发展具有重要意义。《中共中央关于制定国 民经济和社会发展第十五个五年规划的建议》提出："加快智能电网和微电网建设。"这是 党中央针对提升电力系统安全发展能力和能源保障水平作出的重要部署。同时，国家明确 引导工业企业和园区推进工业绿色微电网建设与应用，扩大工业领域绿电应用，促进工业 重点行业领域节能降碳。 源网荷储及微电网不仅是解决可再生能源消纳的关键技术，更是构建新型电力系统、实 现"双碳"目标的核心路径之一。为帮助各企事业单位对源网荷 ...

Core Viewpoint - Henan YN Holding Co., Ltd. is planning to invest in its controlling shareholder's subsidiary, Xiantian Computing (Henan) Technology Co., Ltd., and jointly acquire the controlling stake in Zhengzhou Heying Data Co., Ltd. This move aims to enhance the company's position in the data center sector, which is crucial for AI competitiveness and energy consumption stability [1][3]. Group 1: Investment and Strategic Moves - The transaction will result in Henan Investment Group becoming the controlling shareholder of Xiantian Computing, while YN Holding will hold a minority stake [1]. - The acquisition of Zhengzhou Heying will allow for resource synergy, leveraging strengths in green power supply and regional layout to promote low-carbon transformation and seize industry opportunities [3]. Group 2: Industry Context and Data Center Insights - Zhengzhou Heying specializes in large-scale third-party data center operations, with over 1GW of IT capacity, positioning it among the top in the country [2]. - The data centers are strategically located in Hebei Province, serving the real-time computing needs of the Beijing-Tianjin-Hebei region, and are designed with a focus on green computing [2]. Group 3: Financial Performance and Future Outlook - YN Holding has reported net losses from 2021 to 2024 but anticipates a turnaround in 2025 with projected net profits between 305 million to 391 million yuan, attributed to reduced power generation costs [4]. - The strategic move into data centers is expected to diversify YN Holding's business structure, reducing reliance on traditional thermal power and enhancing profitability and asset valuation in the long term [4].

新华财经北京2月11日电（记者沈寅飞）春节临近，交通出行、冬季采暖、大型活动举办等带动用电负 荷攀升，电力保供迎来"大考"。多地电力公司通过提升供电能力、排查用电隐患、创新服务方式等举 措，保障春节期间供电安全稳定。 为护航春节期间各类用户可靠用电，多地电力企业结合用户需求特点"量体裁衣"，把电力服务做实做细 做优。在内蒙古赤峰市，国网赤峰供电公司开展隐患清零双线攻坚：在城市，对167个老旧小区开展"地 毯式"排查，专项护航64处人员密集场所及94家供暖企业用电；在乡村，集中开展返乡人员摸排和用电 需求统计，联动乡镇村社建立返乡用电台账，开辟"绿色通道"，实现办电"当日受理、次日办结"。 当前，电采暖已成为北方农村和县域冬季取暖的重要方式之一。为守护民生"温暖底线"，国网赤峰供电 公司一方面组织开展居民电采暖用户设备普查，建立"一户一档"电子台账；另一方面积极与气象部门联 动，梳理分析近三年电采暖设备负荷曲线、业扩及气象数据，结合负荷资源信息，制定"分区域、分时 段、分功率"供电方案，保障春节期间电力供应安全可靠。 在山东省济宁市，国网济宁供电公司结合不同用户对电能质量的差异化需求，构建"一点一案"保电体 系 ...