Core Viewpoint - The era of easy profits in the renewable energy sector, characterized by fixed pricing and government subsidies, is over. The new market-oriented pricing mechanism will challenge companies to adapt to fluctuating electricity prices and market dynamics [1][2]. Industry Overview - The introduction of market-based pricing for new renewable energy projects starting June 1 has created uncertainty among companies accustomed to government-set prices. This has led to concerns about a potential decline in new installations and increased market hesitance [1]. - The share of wind and solar power in total electricity consumption exceeded 20% in the first quarter, indicating rapid growth but also increasing pressure on the stability of the power system. The new policy aims to encourage companies to optimize their operational models and address the challenges of scaling up [1]. Market Dynamics - Short-term fluctuations in electricity prices may create anxiety for power generation companies, especially during periods of oversupply. Companies lacking flexible trading strategies may face profitability challenges [2]. - Long-term, the market-driven approach is seen as an opportunity for transformation within the industry. Technological advancements have significantly reduced the costs of solar and wind energy, driven by competition rather than subsidies [2]. Competitive Landscape - The market's core logic emphasizes survival of the fittest, where companies with lower costs and superior technology will thrive. Innovative practices, such as peak-shifting transactions in Xinjiang, demonstrate how companies can adapt to market demands and enhance profitability [2]. - The transition to a market-oriented model will require companies to focus on technological innovation, operational efficiency, and market awareness to navigate the competitive landscape effectively [3]. Future Outlook - The future of the renewable energy sector lies in embracing market competition rather than relying on protective policies. Companies must prioritize technological strength, cost efficiency, and innovative business models to succeed [3]. - Regulatory bodies are encouraged to implement supportive policies to ensure a smoother transition to marketization, allowing companies to build resilience against market fluctuations [3].

Group 1: Electric Automation Technology - Electric automation technology integrates multiple disciplines such as electronic technology, computer technology, and control technology, characterized by intelligence, efficiency, networking, and environmental protection, which is crucial for the high-quality operation of new energy generation systems [1] Group 2: Optimization of Energy Storage Systems - Power companies can enhance the stability and reliability of energy storage systems by implementing Model Predictive Control (MPC) algorithms, which predict photovoltaic power generation changes based on real-time solar intensity [2] - The application of reinforcement learning in the charging and discharging processes of energy storage systems can optimize control strategies to improve stability and reliability [2] - When determining the capacity of energy storage devices, historical generation data should be analyzed to understand the maximum, minimum, and fluctuation ranges of power generation, ensuring that energy storage systems can meet load demands during low generation periods [2] Group 3: Smart Grid Technology - Smart grids are modernized power networks built on integrated, high-speed bidirectional communication networks, incorporating advanced sensing, measurement, and control technologies [3] - Distribution automation systems based on electric automation technology can utilize smart meters and distributed sensors to collect real-time operational data, enabling intelligent operation and management of the distribution network [3] - Automation systems in substations allow remote operation and control of equipment, improving accuracy and efficiency while reducing safety risks associated with human error [3] Group 4: Energy Management Systems (EMS) - Energy Management Systems (EMS) are core control systems for grid operations, and optimizing them through electric automation technology significantly enhances the management capabilities of new energy generation and grid loads [4] - High-precision power sensors and high-speed communication networks enable real-time monitoring of new energy generation output, allowing for in-depth data analysis [4] - Intelligent algorithms and model predictive control techniques can optimize scheduling strategies, balancing new energy and traditional energy generation proportions [4] Group 5: Intelligent Diagnosis and Maintenance of Generation Equipment - The use of IoT technology in solar power plants allows for real-time monitoring of key equipment parameters, aiding in quick fault diagnosis and response [5] - Wind power plants can monitor operational parameters of wind turbines, enabling remote control and health monitoring of critical components [5] - Preventive maintenance plans should be developed based on health and fault prediction models, incorporating regular inspections and equipment maintenance to reduce failure rates and costs [5][6]

Group 1 - KJ International (06822.HK) sold a total of 4,114,080 shares of China Construction Bank at an average price of approximately HKD 7.21 per share, totaling around HKD 29,663,000 excluding transaction costs [1] - High雅光学 (00907.HK) plans to establish different subsidiaries to engage in liquor, eyewear, and gold jewelry-related businesses [1] - Southern Manganese (01091.HK) aims to reduce group liabilities by HKD 300 million to HKD 500 million annually over the next five years [1] Group 2 - Stone Four Pharmaceutical Group (02005.HK) obtained the drug production registration certificate for calcium gluconate and sodium chloride injection (100ml) from the National Medical Products Administration [2] - Yanda Pharmaceutical (00512.HK) completed patient enrollment for the international multi-center Phase III clinical trial of the global innovative ophthalmic drug CBT-001 [2] - Zhaoke Ophthalmology-B (06622.HK) received FDA approval for the new drug trial application for cyclosporine eye gel [2] Group 3 - Anta Sports (02020.HK) granted a total of approximately 10.45 million reward shares [3] - Tencent Holdings (00700.HK) repurchased 980,000 shares at a cost of HKD 500 million on June 4 [3] - AIA Group (01299.HK) repurchased 3.25 million shares at a cost of HKD 215 million on June 4 [3]

Group 1 - The core viewpoint of the news is the performance of the China Securities Jiangsu New Energy Industry Index, which reflects the overall performance of listed companies in the new energy sector based in Changzhou [1] - The index has shown a 2.76% increase over the past month, a 5.91% decrease over the past three months, and an 8.15% increase year-to-date [1] - The index is composed of companies involved in new energy vehicles, new energy generation, storage, and distribution, selected from the global market [1] Group 2 - The top ten weighted companies in the index include Li Auto (11.96%), Hengli Hydraulic (9.8%), Ninebot (8.84%), and others, indicating a diverse representation of the new energy sector [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (49.34%) and Shenzhen Stock Exchange (31.21%), with smaller proportions on the Hong Kong Stock Exchange (16.85%) and others [2] - The industry composition of the index shows that industrial companies account for 47.89%, consumer discretionary for 42.68%, and information technology for 6.46%, among others [2]

据了解，天津中绿电投资股份有限公司主营业务为风能和太阳能投资、开发、运营，主要产品为 电力。2024年公司积极发展陆上风电、海上风电、光伏发电，深入推动源网荷储一体化和多能 互补发展，积极开展储能业务，实施差异化竞争，基本形成了"海陆齐发、风光并举、多能互 补"的业务布局。 中国绿发作为公司间接控股股东，产业布局涵盖绿色能源、低碳城市、现代服务业、战略性新兴 产业等多个板块，公司作为其绿色能源业务的唯一上市平台，凭借中国绿发跨区域资源整合优 势，能够有效利用"绿色能源+文旅"、"绿色能源+酒店"等多元化产业协同模式，与地方政府持 续探索深度合作机制，不断拓展综合开发场景，提升公司区域化业务布局及规模化资源获取能 力。 相关阅读 文 | 中关村储能产业技术联盟 6月3日，中绿电公告称，2025年5月30日，内蒙古自治区能源局下发了《内蒙古自治区能源局 关于印发2025年第一批独立新型储能建设项目清单的通知》，公司申报的"乌海市20万千瓦/80 万千瓦时固态电池储能电站"被纳入2025年第一批独立新型储能建设项目清单。同日，公司全资 子公司中绿电(若羌)储能科技有限公司收到新疆维吾尔自治区巴音郭楞州蒙古自治州发展 ...

Core Viewpoint - The National Energy Administration has initiated the first batch of pilot projects for the construction of a new power system, focusing on areas with tight supply or significant consumption pressure, aiming to enhance the performance of renewable energy power plants [1] Group 1: New Energy Power Plants - The initiative includes the construction or renovation of a number of new energy power plants in regions with tight supply or high consumption pressure [1] - Projects with installed capacity of over 200,000 kilowatts will be prioritized for construction or renovation [1] Group 2: Operational Enhancements - The system will utilize long-term high-precision power forecasting and smart joint regulation of wind, solar, and storage to improve system performance [1] - Power plants are required to increase their output by over 10% during peak hours (not less than 2 hours) [1] Group 3: Coordination and Scheduling - Power plants will sign collaborative scheduling agreements with dispatching agencies to clarify operational methods and reliable capacity for power balance [1] - Dispatching agencies will refine scheduling rules based on the power forecast results and generation plan suggestions submitted by the power plants [1]

对于金昌市和甘肃省而言，皇城抽水蓄能电站意义非凡。随着金昌市新能源产业的快速 发展，风电、光伏等新能源装机规模不断扩大，但新能源发电具有间歇性和波动性的特点。 皇城抽水蓄能电站的建成投运，将能有效平衡电网负荷，缓解电网峰谷差，提高电网运行的 稳定性和可靠性，为河西走廊新能源外送与数据产业集群发展提供坚实保障。 "为确保项目顺利推进，国网金昌供电公司主动担当，为项目建设提供全周期电力保 障。前期，我们成立抽蓄施工电源供电柔性团队，对项目上下库、施工支洞、加工厂等所有 用电点展开'地毯式'勘察，精准摸排各区域用电负荷，量身定制供电方案。每个施工点位的 用电需求都关乎工程进度，必须做到万无一失。"国网金昌供电公司发展策划部副主任黄翔 宇说，团队通过现场测量、数据建模等方式，针对性提出"10千伏临时过渡+35千伏永久专 线"分步供电策略，既保障了基础施工用电，又为后续建设预留空间。 皇城抽水蓄能电站项目建成投运后，将有效提升甘肃电网的调节能力，缓解电网峰谷 差，确保外送电力的稳定性与可靠性，为受电地区提供持续稳定的清洁能源，助力全国能源 五月下旬，金昌的天空湛蓝如洗，走进甘肃皇城抽水蓄能电站、甘肃华电腾格里绿色新 能 ...

Group 1 - The core viewpoint of the articles highlights the successful integration of renewable energy projects, particularly the 100MW photovoltaic project in Daming Taikoo Town, which is expected to contribute significantly to ecological protection and high-quality development in the Yellow River Basin [1] - The project has a total investment of 558 million yuan and is anticipated to generate 186 million kilowatt-hours of electricity in its first year, saving 54,600 tons of standard coal and reducing SO2 emissions by approximately 35.23 tons and CO2 emissions by about 148,100 tons [1] Group 2 - The renewable energy sector is entering a critical policy adjustment year in 2025, with the end of the guaranteed electricity price policy on May 31, leading to a shift towards market-oriented transactions [3] - Companies can gain significant benefits by connecting to the grid earlier, with each day of early connection allowing them to enjoy a guaranteed electricity price of 0.332 yuan per kilowatt-hour [3] Group 3 - The Linfen Power Supply Company has implemented an "AB angle collaborative service" mechanism to address the pressure of multiple renewable energy projects, enhancing service efficiency and project management [5] - This innovative approach allows for dynamic allocation of resources and seamless service delivery, enabling the team to simultaneously advance multiple projects and resolve grid connection challenges [5] Group 4 - The Linfen Power Supply Company is transitioning its experience into standardized service templates, introducing a "proactive, online, and collaborative" service mechanism to enhance the business environment for electricity [7] - The focus is on supporting the "dual carbon" goals and exploring "electricity + energy efficiency" services to drive high-quality development for more enterprises [7]

Core Viewpoint - The introduction of the first national policy on green electricity direct connection aims to balance efficiency and fairness, facilitating the use of renewable energy and addressing challenges in wind and solar energy consumption [1][2]. Group 1: Policy Overview - The notification represents the first national-level policy for green electricity direct connection, incorporating both incremental and existing projects [2]. - Previous local government attempts in Jiangsu and pilot projects in Xinjiang have laid the groundwork for this policy, which now includes both new and existing renewable energy projects [2]. - Direct connection refers to power lines that connect energy sources directly to users, bypassing the public grid, with a clear physical trace of the supplied electricity [2]. Group 2: Objectives and Benefits - The policy aims to enhance the consumption of renewable energy by requiring that at least 60% of the annual self-generated electricity from direct connection projects comes from renewable sources, with targets increasing to 35% by 2030 [3]. - It addresses the growing demand for green electricity from users, particularly in high-energy industries, by facilitating a transition to low-carbon energy sources [3]. - The policy encourages cost reduction for users by allowing them to self-declare grid capacity and manage their own responsibilities, thus enhancing flexibility and lowering electricity costs [3]. Group 3: Fairness and Efficiency - Green electricity direct connection projects must comply with national regulations regarding transmission and distribution fees, ensuring that local governments do not waive these fees [4]. - The policy promotes the self-regulation of direct connection projects to increase the proportion of self-generated renewable energy, thereby reducing reliance on the public grid and lowering operational costs [4]. - It allows projects to participate in the electricity market, optimizing their energy consumption patterns while ensuring compliance with energy supply requirements [4].

21世纪经济报道记者费心懿 上海报道 为出口外向型企业期盼已久的"绿电直连"事项获两部门推出。为中国企业提升出口绿色竞争力、抢占全 球绿色贸易新赛道的战略布局提供基石。 日前，国家发展改革委、国家能源局发布《关于有序推动绿电直连发展有关事项的通知》（下称《通 知》），从国家层面首次明确了绿电直连的定义内涵。 《通知》指出，绿电直连是指风电、太阳能发电、生物质发电等新能源不直接接入公共电网，通过直连 线路向单一电力用户供给绿电，可实现供给电量清晰物理溯源的模式。 填补空白 国家能源局有关负责人在答记者问中表示，出台关于绿电直连的文件是出于三方面的考虑，一是满足新 能源就近消纳需要；二是满足用户绿电消费需求；三是为用户降低用电成本提供更多选择。 值得一提的是，《通知》还特别提到了，绿电直连项目经营投资主体将不含电网企业。 《通知》强调，绿电直连项目的发展目标是满足企业绿色用能需求、提升新能源就近就地消纳水平，将 按照安全优先、绿色友好、权责对等、源荷匹配原则建设运行，公平合理承担安全责任、经济责任与社 会责任。 电力规划设计总院能源政策与市场研究院院长凡鹏飞则指出，自欧盟发布《欧盟电池和废电池法案》及 配套文件《 ...