Group 1 - The core point of the article is that Jinko Solar (Haining) Co., Ltd. has obtained a patent for "solar cells and their preparation methods, photovoltaic modules," with the authorization announcement number CN120813056B, and the application date is September 2025 [1] - Jinko Solar (Haining) Co., Ltd. was established in 2017 and is located in Jiaxing City, primarily engaged in the production and supply of electricity and heat [1] - The registered capital of Jinko Solar (Haining) Co., Ltd. is 357 million RMB [1] Group 2 - According to data analysis from Tianyancha, Jinko Solar (Haining) Co., Ltd. has participated in 56 bidding projects and holds 903 pieces of patent information [1] - The company also possesses 72 administrative licenses [1]

Core Viewpoint - The article outlines the list of key provincial engineering projects in Shanxi for 2026, emphasizing the focus on energy transition and sustainable development through various projects in renewable energy and advanced energy technologies [2]. Energy Transition Projects - A total of 629 major engineering projects are included in the list, with 174 projects specifically related to energy transition [2][3]. - The largest category within energy transition projects is flexible energy storage and regulation, comprising 38 projects [2][3]. - Other categories include wind and solar power (19 projects), advanced coal power (9 projects), green electricity parks (15 projects), and modern coal chemical projects (12 projects) [3][12]. Flexible Energy Storage Projects - The 38 flexible energy storage projects include various types such as pumped storage, new energy storage, battery swap stations, and ultra-high voltage projects [2][4]. - Key locations for new energy storage projects are distributed across cities including Datong, Xinzhou, Jinzhong, Yangquan, Changzhi, Jincheng, Linfen, Yuncheng, and Lüliang [2][4][5]. Green Electricity Parks - There are 15 projects dedicated to the establishment of green electricity parks, aimed at integrating renewable energy sources into local industries [6][7]. - Notable projects include the integrated green electricity direct connection pilot project in Yangquan and the green electricity park construction in various cities [6][7]. Coal Supply and Storage Projects - The list includes 22 projects focused on coal production, supply, storage, and sales, highlighting the ongoing importance of coal in the region's energy landscape [6][8]. - Projects aim to enhance the efficiency and sustainability of coal operations across Shanxi [6][8]. Advanced Energy Equipment - There are 24 projects related to advanced energy equipment, which are crucial for supporting the energy transition and improving energy efficiency [6][18]. - These projects include the production of high-performance materials for energy applications and the development of smart energy technologies [6][18]. Non-Conventional Natural Gas Projects - The list features 12 projects aimed at increasing the production and storage of non-conventional natural gas, reflecting a shift towards diversifying energy sources [6][17]. - These projects are essential for enhancing energy security and reducing reliance on traditional fossil fuels [6][17].

Core Viewpoint - Huaneng Hydropower announced that it expects to achieve a power generation of 126.932 billion kWh in 2025, representing a year-on-year increase of 13.32% [1] Group 1: Power Generation and Supply - The expected power generation for 2025 is 1269.32 billion kWh, with a corresponding grid electricity supply of 1258.58 billion kWh, which is a year-on-year increase of 13.36% [1] - The increase in power generation is primarily attributed to a rise in electricity demand, particularly in Yunnan Province, and an increase in electricity transmission from the west to the east [1] - The full-capacity operation of TB Hydropower Station and Hardshell Hydropower Station significantly boosted the installed capacity of renewable energy, contributing to the increase in power generation [1] Group 2: Hydrological Conditions - The hydrological conditions in the Lancang River basin, specifically at the Nuozhadu section, showed a 15% increase in water inflow compared to the previous year [1] - The company maximized power generation during the main flood season, effectively releasing hydropower storage [1]

Core Insights - The company is focusing on the development of the "Dianhong" IoT operating system, which is the first domestic power IoT operating system based on the national open-source system, generating revenue through the sale of core modules and customized technical services [2] - The "Spatiotemporal Intelligent Digital Twin" project has a total investment of approximately 3.40 billion yuan, aimed at enhancing decision-making efficiency and management levels in the energy sector through digital twin simulations [3] - The digital infrastructure business is aimed at providing customized digital transformation technology for large state-owned enterprises, with a focus on optimizing cloud services and building data centers to support distributed computing needs [4] - As of June 30, 2025, the company reported a total order backlog of 8.037 billion yuan, with non-related customer orders at 810 million yuan, indicating growth in major customer investments despite potential revenue fluctuations due to project delivery schedules [5] Group 1 - The "Dianhong" IoT operating system is expected to expand its market share in the power grid sector through an open technology platform and collaborative mechanisms [2] - The digital twin project will not adopt a one-time sales model but will generate continuous revenue through platform operation services and customized application development [3] Group 2 - The company aims to strengthen its digital infrastructure by enhancing the South Grid Cloud and building a "3+1+X" cloud data center, along with accelerating the construction of edge computing centers [4] - The company plans to leverage its experience in the digital transformation of the power industry to gradually expand its business areas beyond the domestic market [5]

Core Viewpoint - The article highlights the evolution of power grid dispatching in Shandong, China, showcasing advancements from basic manual operations to the implementation of large model technologies for intelligent grid management over the past 30 years [1] Group 1: Historical Development - In 1996, Liu Yuanlong, the current director of the State Grid Shandong Electric Power Dispatching Center, graduated and began working in dispatch at the Qingdao Electric Power Bureau [1] - Shandong was the first province in China to achieve "universal electricity access" before the Spring Festival in 1996 [1] Group 2: Technological Advancements - Over the past three decades, the dispatching system has undergone continuous upgrades, evolving from phone inquiries and calculator-based calculations to utilizing large model technologies for intelligent dispatching [1] - The current dispatching work involves leveraging billions of calculations to optimize power grid management, reflecting the efforts of countless individuals in the electric power sector [1] Group 3: Operational Goals - The focus of the electric power sector has shifted from merely ensuring electricity access to enhancing the quality of electricity usage across the province [1]

Core Viewpoint - The issuance of the "Basic Rules for the Electric Power Medium and Long-term Market" marks a significant step in advancing China's electricity market reform, aiming to establish a unified national electricity market that supports energy security and the achievement of carbon neutrality goals [3][10]. Group 1: Expanding Participation and Market Vitality - The "Basic Rules" encourage diverse participants in the electricity market, including distributed energy, virtual power plants, and smart microgrids, to enhance market vitality and clarify rights and responsibilities [4]. - New operational entities are integrated into the medium and long-term market management, ensuring equal participation and clear transaction behaviors [4]. - The rules require distinct accounting for different time periods of electricity generation and consumption, ensuring clarity in responsibilities and risk management [4]. Group 2: Constructing a Multi-layered Market Structure - The medium and long-term electricity market plays a crucial role in supply assurance, price stabilization, and resource optimization, with a focus on enhancing inter-market connections [5]. - By 2025, a trading mechanism across electricity grid operating regions will be established, promoting regular cross-province transactions and resource sharing [5]. - The rules encourage the coupling of cross-province and intra-province trading to prevent market fragmentation [5]. Group 3: Enhancing Market Flexibility through Diverse Transactions - The "Basic Rules" aim to improve the organization and pricing mechanisms of medium and long-term market transactions, facilitating orderly connections with the spot market [6]. - A comprehensive trading system covering various timeframes will be established, allowing for effective risk hedging and flexible adjustments [6]. - The pricing mechanism will align medium and long-term transaction limits with spot market prices, enhancing price signal transmission [6]. Group 4: Strengthening Green Electricity Trading Mechanisms - The rules integrate green electricity trading into the medium and long-term market, providing clear value and traceability for green electricity consumption [7][8]. - Green electricity trading will ensure a one-to-one correspondence between power generation and consumption, enhancing the credibility of green electricity transactions [8]. - The pricing of green electricity will be separated into energy price and environmental value, ensuring the purity of environmental value [8]. Group 5: Reinforcing Market Behavior Regulation - A robust regulatory framework is essential for the construction of a unified national electricity market, ensuring fair and just market order [9]. - Market participants are required to adhere to self-regulatory obligations and avoid market manipulation [9]. - The rules outline six types of market risks and mandate monitoring and risk prevention measures to ensure healthy market development [9].

统筹市场多元主体 优化市场价格机制 对经营主体而言，在更大范围内实现电力资源的优化配置，需依赖市场信息收集与互通，增强数据的范围性与及时性，市 场信息披露工作将更加重要，市场供需形势研判需向省内、省间并重发展。 二 是 中长期交易周期向更长、更短双向延伸，适应新能源全面入市的新形势 。 为更加充分 地 通过市场化手段引导新能 源行业的发展，新能源上网电价改革落地，新能源面临全面进入市场交易的新形势。与常规调节性机组不同，新能源出力 具有波动性和间歇性的特点，对中长期灵活交易的需求更高。因此 《基本规则》 "推广多年期购电协议机制，稳定长期消 纳空间"，通过长期合同稳定新能源的收益预期；同时坚持"月内交易原则上按日连续开市"，实现灵活连续交易，给予经营 主体多次、灵活的中长期调仓机会。 夯实全国统一电力市场建设基础 ——《 电力中长期市场基本规则 》 解读 电力中长期交易是我国新一轮电力体制机制改革以来起步最早、涉及范围最广、参与主体最多的交易品种。近年来，我国 电力市场化改革成效显著，电力市场交易规模快速扩大，多层次电力市场体系建设有序推进，多元竞争主体格局初步形 成，电力市场监管体系更加健全，电力系统运行效 ...

Core Viewpoint - Shanxi Province has introduced the "Implementation Opinions on Accelerating Energy Technology Innovation to Support Energy Transition Development," aiming to enhance energy technology innovation capabilities and explore new paths for energy transition by 2030 [1][4]. Group 1: Energy Technology Innovation Goals - By 2030, Shanxi aims to establish a more complete energy technology innovation system, achieving over 100 landmark technological achievements and a technology transaction volume exceeding 50 billion yuan [1][7]. - The implementation focuses on nine new paths for energy transition, including coal mining, flexible and efficient power generation, coal chemical industry, and carbon capture [1][3]. Group 2: Policies for Technology Transfer and Enterprise Innovation - The implementation outlines 44 policy measures to promote deep integration of technology and industry innovation, focusing on technology transfer, enterprise innovation, and resource assurance [2][3]. - It emphasizes the role of leading enterprises in innovation, proposing 13 measures to support enterprises in forming innovation consortia and enhancing their innovation capabilities [2][16]. Group 3: Resource Assurance for Innovation - The implementation includes 14 policy measures to improve the innovation resource assurance system, such as establishing a task-oriented support mechanism and a long-term support mechanism for talent teams [3][19]. - It aims to integrate innovation chains, industry chains, and funding chains to create a favorable environment for energy transition technology innovation [3][20]. Group 4: Key Technology Breakthroughs - The implementation identifies key technology areas for breakthroughs, including advanced coal mining techniques, flexible power generation technologies, and carbon capture and utilization technologies [8][12]. - Specific initiatives include the development of high-efficiency coal power generation technologies and the promotion of intelligent mining equipment [10][11]. Group 5: Strengthening Enterprise Innovation - The implementation encourages enterprises to take the lead in technology innovation decisions and research organization, with measures to support technology transfer and collaboration with research institutions [16][17]. - It aims to enhance the role of technology-driven enterprises and promote the establishment of innovation platforms [16][18].

证券之星消息，1月6日电力板块较上一交易日上涨0.77%，金房能源领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。电力板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001210 | 金房能源 | 20.72 | 9.98% | 8.94万 | | 1.81亿 | | 002256 | 兆新股份 | 3.78 | 7.69% | 246.26万 | | 9.25 6 | | 601778 | 晶科科技 | 4.13 | 6.44% | 300.85万 | | 12.29亿 | | 001376 | 百通能源 | 17.95 | 5.28% | 27.34万 | | 4.85亿 | | 619109 | 嘉泽新能 | 4.87 | 5.18% | 146.17万 | | 7.06亿 | | 600149 | 廊坊发展 | 5.19 | 3.59% | 12.48万 | | 6416.14万 | | 6000 ...

Core Insights - The Northwest Power Grid is set to achieve a record scale of cross-regional direct current and 750 kV projects by 2025, with the addition of 4 cross-regional direct current projects and 35 new 750 kV projects, enhancing national energy security and supporting high-quality regional economic development [1][3] Group 1: Project Developments - By 2025, the Northwest Power Grid's direct current transmission capacity will exceed 95 million kilowatts, an increase of 24.6 million kilowatts compared to 2024, surpassing the total increase during the "13th Five-Year Plan" period [1] - Key 750 kV projects, including the Shaanxi Xiazhou to Gansu Qingyang North and Xinjiang Huan Tarim Basin ring network, will further optimize the main grid structure, enhancing both power transmission capacity and supply reliability [3] Group 2: Infrastructure Expansion - In 2025, the Northwest Power Grid will see the construction of 15 new substations, 36 main transformers, and 57 new lines, marking a historic high in scale [3] - The total scale of the Northwest Power Grid is expected to grow by over 50% compared to the end of the "13th Five-Year Plan," reinforcing its role in power security and cross-regional resource optimization [3]