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穗恒运A台山光伏项目受“桦加沙”影响,资产损失或超千万
Zheng Quan Shi Bao Wang· 2025-10-08 12:44
从项目建设历程来看,一期200MW项目于2019年启动,由穗恒运A与中国能建(601868)设计公司、 中国能建广东院共同在广东台山海宴镇合作投资开发。其中,穗恒运A认缴出资1.32亿元,持股比例为 60%。 二期300MW项目则于2020年启动,由穗恒运A联合中国能源建设集团广东省电力设计研究院有限公 司、广东一德新能源开发有限公司共同投资建设,项目规划装机容量300MWp。在此项目中,穗恒运A 认缴出资1.43亿元,持股比例为55%。 2023年2月,台山光伏一期、二期项目实现全容量并网发电,正式进入运营阶段。 2024年年报显示,负责一期项目的广东江门恒光新能源有限公司实现营业收入0.93亿元,净利润3442万 元;负责二期项目的广东江门恒光二期新能源有限公司实现营业收入1.32亿元,净利润4628万元。从整 体营收结构来看,这两个项目的营收在穗恒运A总营收中的占比相对较低。 对于此次台风灾害应对,穗恒运A表示,在台风"桦加沙"来临前,公司高度重视,迅速启动应急响应机 制,提前部署防御工作。自9月22日台风路径明确后,项目公司立即着手部署防台防汛工作,要求全员 提前进入应急状态,全面落实各项防范措施。台 ...
云南省新能源上网电价全面入市 发电侧市场化改革步伐加快
Jing Ji Guan Cha Bao· 2025-10-07 11:16
Core Viewpoint - Yunnan Province has initiated a comprehensive market-oriented reform of renewable energy pricing, marking a significant step towards the marketization of electricity pricing in the region [1] Group 1: Policy Implementation - The implementation plan issued by Yunnan's Development and Reform Commission, Energy Bureau, and Energy Regulatory Office aims to fully integrate renewable energy projects into the electricity market [1] - All renewable energy project electricity generation will enter the market, with prices determined through market transactions [1] - A price difference settlement mechanism will be established for cases where the mechanism price is above or below the market average, with costs shared among all commercial and industrial users [1] Group 2: Project Classification and Pricing Mechanism - The plan distinguishes between existing and new projects, with existing projects transitioning smoothly under current policies, while new projects will have their mechanism prices determined through competitive bidding [1] - The mechanism price for new projects will have a defined execution period of 12 years, after which prices will be determined by market transactions [1] Group 3: Market Dynamics - The core logic of the plan emphasizes "comprehensive marketization," indicating that renewable energy generation will no longer benefit from preferential pricing policies [1] - This reform follows the 2021 market-oriented reform of coal-fired electricity pricing, intensifying competition between renewable energy and traditional energy sources like coal [1][2] Group 4: Impact on Businesses - The new pricing mechanism will lead to increased price volatility, challenging companies' decision-making and operational capabilities [2] - Companies will need to focus more on project cost-effectiveness and market demand when making investment decisions [2]
库布齐基地特高压外送通道启动建设推动沙戈荒治理与新能源开发
Zhong Guo Dian Li Bao· 2025-10-07 10:14
内蒙古能源局相关负责人介绍,库布齐基地项目建设遵循"生态优先、治沙为主"原则,采用"板上发 电、板下修复、板间种植"的综合治理模式。通过建立高立式沙障、锁边草方格和光伏板下生态修复三 级防护体系,形成立体生态屏障,实现发电与治沙双重效益。 目前库布齐基地已累计完成约30万亩沙化土地治理。随着沙戈荒风电光伏基地持续推进,预计到"十五 五"末期,该区域沙化土地治理面积将超过150万亩,年发电量预计达到近1400亿千瓦时,每年可节约标 煤约4200万吨,减少二氧化碳排放约1亿吨。 内蒙古库布齐基地特高压外送通道于9月29日正式开工建设,标志着我国"十四五"规划中规模最大的沙 戈荒风电光伏基地进入全面实施阶段。该库布齐基地项目建成后每年可向京津冀地区输送约360亿千瓦 时电力,其中清洁能源占比达60%。 该输电通道采用±800千伏特高压直流技术,起点位于内蒙古鄂尔多斯市达拉特旗,途经山西省,终点 设在河北省沧州市,线路总长699公里。作为库布齐基地的关键组成部分,该项目规划建设光伏发电800 万千瓦、风力发电400万千瓦,同步配置400万千瓦支撑性煤电及500万千瓦时新型储能设施。 ...
决胜“十四五” 打好收官战|绿电照高原——西藏奋力推进国家清洁能源基地建设
Xin Hua Wang· 2025-10-07 07:58
新华社拉萨10月4日电 题:绿电照高原——西藏奋力推进国家清洁能源基地建设 华电新能源集团股份有限公司西藏分公司相关负责人介绍,华电曲松堆随风电项目总装机40兆瓦,安装 8台5兆瓦风电机组,并同步配套建设8兆瓦/32兆瓦时构网型储能系统。项目投产后每年输送的清洁能源 可满足约4.5万户家庭的用电需求,相当于每年减少二氧化碳排放约7.44万吨。 在西藏东部的昌都市邦达草原,20架银白色的风车迎风旋转,一组95米长的叶片每转动一圈,就能发出 9.5度电。这是八宿100兆瓦风电项目,平均海拔5050米,于2024年10月底并网发电,实现了"当年开 工,当年投产"的目标。 9月下旬,西藏绿色电力首次跨区域输送至上海,首笔沪藏跨区域绿电外送交易顺利落地。此次交易电 量为785万千瓦时,预计可帮助上海减少2.41万吨标准煤消耗,减排二氧化碳6.01万吨。 从雪域高原跨越山河到达上海,绿电外送得益于西藏加速推进国家清洁能源基地建设,特别是新能源发 展蹄疾步稳,电源和电网及时配套跟进。 "十四五"以来,西藏大力发展水电、光伏、风力发电,有效缓解冬春季节缺电状况,经济社会发展用电 需求得到快速释放。截至2024年底,西藏新能源 ...
驭风集光 控水架网——新疆全力打造能源资源战略保障基地见闻
Xin Hua She· 2025-10-05 12:14
Core Insights - Xinjiang is transforming its energy landscape through a systematic approach that includes wind, solar, and water management, aiming to become a national energy resource strategic support base with increasing green energy content [1] Group 1: Renewable Energy Projects - The 4 million kilowatt photovoltaic project in Ruoqiang County is generating clean electricity that is distributed to local factories and households, enhancing industrial operations and living standards [1] - The Huadian North Xinjiang 1 million kilowatt wind-solar base has generated nearly 5 billion kilowatt-hours of green electricity since its grid connection on June 30, 2023, saving over 1.5 million tons of standard coal and reducing carbon dioxide emissions by nearly 4 million tons [1] Group 2: Energy Capacity and Generation - As of the end of August, Xinjiang's total installed power capacity reached 222 million kilowatts, with wind power at 55.29 million kilowatts and solar power at 73.6 million kilowatts; from January to August, renewable energy generation increased by 16.8% year-on-year to 94.94 billion kilowatt-hours [2] - The first pumped storage power station in Xinjiang, located in Changji, features a height difference of 484 meters, equivalent to 160 stories, and operates as a "super battery" to store and release green electricity [2] Group 3: Energy Transmission Infrastructure - Xinjiang has developed five major energy transmission corridors to export clean energy beyond its borders, enhancing its energy supply capabilities [3] - Since the 14th Five-Year Plan, Xinjiang has initiated 49 750 kV transmission and transformation projects, with 35 ultra-high voltage projects operational, transitioning the 750 kV grid from a "point distribution" to a "fully interconnected" system [3]
决胜“十四五” 打好收官战丨驭风集光 控水架网——新疆全力打造能源资源战略保障基地见闻
Xin Hua Wang· 2025-10-05 11:43
Core Insights - Xinjiang is actively transforming its energy landscape by implementing a systematic project to harness wind and solar energy, aiming to establish itself as a national energy resource strategic support base [1] Group 1: Renewable Energy Projects - The China Green Development Xinjiang Zhonglv Electric 4 million kW photovoltaic project in Ruoqiang County is generating clean electricity, which is distributed to local factories and households, enhancing industrial operations and living standards [1] - The Huadian North Xinjiang 1 million kW wind-solar base has generated nearly 5 billion kWh of green electricity since its grid connection on June 30, 2023, saving over 1.5 million tons of standard coal and reducing CO2 emissions by nearly 4 million tons [3] - Xinjiang's total installed power generation capacity reached 222 million kW by the end of August, with wind power at 55.29 million kW and solar power at 73.6 million kW, reflecting a 16.8% year-on-year increase in renewable energy generation from January to August [3][7] Group 2: Energy Storage and Management - The first pumped storage power station in Xinjiang, located in Changji Hui Autonomous Prefecture, utilizes a height difference of 484 meters to store and release energy efficiently, acting as a "super battery" [4] - The station operates by pumping water to an upper reservoir during low electricity demand and generating power during peak demand, showcasing innovative energy management [4] Group 3: Transmission Infrastructure - The completion of the 750 kV transmission project around the Tarim Basin enhances the reliability of electricity supply in southern Xinjiang, moving away from a single-line dependency [5] - Xinjiang has developed five major external energy transmission corridors, allowing clean energy to be delivered across vast distances, thereby expanding its energy export capabilities [5][7] - Since the 14th Five-Year Plan, Xinjiang has initiated 49 750 kV transmission projects and completed 35 ultra-high voltage projects, establishing a robust internal and external energy network [7]
9月IPO受理,这些变化→
Sou Hu Cai Jing· 2025-10-04 11:37
Core Insights - In September, a total of 10 IPOs were accepted across various exchanges, indicating a strong focus on technology and innovation sectors, particularly in new energy, semiconductors, and biotechnology [1][5] Group 1: IPO Overview - The newly accepted IPOs include 2 from the ChiNext, 2 from the Sci-Tech Innovation Board, 1 from the Shanghai Main Board, and 5 from the Beijing Stock Exchange [1] - The total amount of funds to be raised from the 10 new IPOs is approximately 17.95 billion yuan, with the largest being 9 billion yuan from Electric Power Construction New Energy [5][7] Group 2: Company-Specific Details - LaiPu Technology, focusing on advanced laser technology for semiconductor manufacturing, aims to raise 850 million yuan for various projects, including wafer manufacturing equipment [4][3] - Yueya Semiconductor, another semiconductor company, plans to raise 1.224 billion yuan for expanding production of advanced packaging modules and R&D [4] - Anshi Biotechnology, a biopharmaceutical company, is seeking to raise 2.45 billion yuan for new drug development and operational funding, focusing on oncology [5] Group 3: Market Trends - The semiconductor sector is experiencing significant interest, with two companies, LaiPu Technology and Yueya Semiconductor, recently accepted for IPOs, reflecting a robust market trend [1][4] - Regulatory support for technology innovation is evident, with new listing standards introduced for the Sci-Tech Innovation Board and ChiNext, aimed at facilitating the entry of innovative companies [5]
全球首个!我国这一领域实现重要技术突破
Huan Qiu Wang Zi Xun· 2025-10-02 13:15
Core Insights - The world's first "dual-tower one machine" solar thermal energy storage power station has entered trial operation, marking a breakthrough in tower-type solar thermal power generation technology [1][3] - This project provides a new technical path for stable power supply from large-scale wind and solar energy bases in China [1] Project Overview - The solar thermal energy storage power station has an installed capacity of 100,000 kilowatts, utilizing an innovative configuration of "two heat-absorbing towers + one steam turbine generator set" [3] - The two heat-absorbing towers are approximately 200 meters high and are spaced about 1 kilometer apart, surrounded by nearly 27,000 heliostats with a total reflective area of 800,000 square meters [3] - The mirrors are made of special ultra-white glass with a reflection efficiency of 94%, capable of tracking the sun's movement [3] Technological Advancements - The "dual-tower one machine" model employs dynamic focusing technology, enhancing optical efficiency by approximately 24% compared to the "single tower single machine" model [3] - The heat-absorbing towers store solar energy as thermal energy in high-temperature molten salt at 565°C, allowing for stable heat storage [3] Energy Storage and Output - The molten salt storage system can store enough thermal energy to support 6 hours of full-load power generation for the 100,000-kilowatt unit [3] - This system offers advantages such as long storage time, rapid response speed, and stable output power, enabling 24-hour uninterrupted power supply [3]
我国首个千万千瓦级多能互补综合能源基地二批项目投运
Zheng Quan Shi Bao Wang· 2025-10-02 11:37
Core Viewpoint - China Electric Power Construction (China Electric) has successfully put into operation two 330 kV booster stations for the D1 and D2 wings of the Qinyang Wind and Solar Comprehensive Renewable Energy Demonstration Project, marking a significant milestone in the country's first 10 million kilowatt-level multi-energy complementary comprehensive energy base [1] Group 1 - The D1 and D2 wings of the project are located in the Huan County of Qinyang City, with each having a capacity of 465.2 megawatts [1]
德州经济总量突破4000亿元
Qi Lu Wan Bao· 2025-09-30 16:18
现代产业体系加快构建。这五年,德州聚力先进制造业强市建设,因地制宜发展新质生产力,入选全国先进 制造业百强市、城市科技创新竞争力百强市、数字经济百强市。高新技术企业和科技型中小企业总量均 较"十三五"末实现翻番,高新技术产业产值占比提高14.9个百分点。大力推动产业高端化、智能化、集群 化发展,培育国家级制造业单项冠军企业12家、省级87家,省"十强产业"雁阵形产业集群8个、先进制造业 集群3个、中小企业特色产业集群13个。鲁北大数据中心成为全省重点规划布局的三大工业大数据中心 之一。构建11条标志性产业链,产业布局日益清晰。值得一提的是,随着"有研系"7个大项目落地投产,新 一代信息技术产业实现了"从一片'芯'的萌芽、到一条完整产业链的构建",更是实现了新一代信息技术产 业从"0"到"1"飞跃,仅仅4年多时间,就被授予"中国集成电路关键材料基地"称号。 徐良德州报道 改革开放持续深化。系统集成、协同高效推进改革,扎实推动了31项集成改革任务,农村劳动力就业等42 项经验获全国推广,耕地保护等19项工作获得国务院或省委省政府督查激励。入选全国优化营商环境进 步最明显地级市名单,获评全国社会信用体系建设示范区, ...