近日，记者从中国电科院系统所获悉，该院牵头研发的"新型配电网高可靠保护"科技成果突破多源 协同、故障自愈等核心难题，构建起覆盖多场景的配电网保护技术体系，为新型电力系统建设筑牢安全 防线。 随着分布式电源大规模接入，传统配电网正向多源化、复杂化转型，电网故障特征发生深刻变化， 导致故障辨识难、处置慢等问题。为破解这一行业痛点，在团队负责人杨国生带领下，中国电科院联合 天津大学、山东大学、国网北京电力、南瑞继保、北京四方等产学研用多家单位历经十年攻关，依托重 大项目支持，取得三大核心突破：创新分布式电源自适应保护与控制协同技术，研发复杂拓扑线路高速 保护与恢复技术，攻克复杂非线性高阻接地故障灵敏辨识难题。 该成果实现配电网故障百毫秒级隔离与供电恢复，成功解决百毫安级微弱电流故障辨识难题。截至 目前，该成果已形成39项专利、41篇论文、6项标准及1部专著。基于该成果研制的13类新型保护设备在 30个省（区、市）的10（20）kV配电系统中应用超13万台，广泛服务电力、钢铁、轨道交通等行业， 部分设备已出口至海外12个国家。 作为新型电力系统安全运行的关键技术支撑，该成果不仅保障了首都及全国供电可靠性，更推动了 电 ...

Core Insights - The Hainan 500 kV main grid project and the Boao Zero Carbon Demonstration Zone have been selected as part of the "Top Ten Super Projects of Central Enterprises for 2025" by the State-owned Assets Supervision and Administration Commission [2] Group 1: Hainan 500 kV Main Grid Project - The project is set to be fully operational by December 15, 2025, and is a key initiative under the national "14th Five-Year" power development plan [2] - It aims to enhance energy security and support the development of a new power system, providing a robust backbone network for clean energy development and digital economy growth [2] - The project will create a "口" shaped main grid covering the entire Hainan province, significantly improving resource optimization and risk resilience of the local power grid [2] - It will facilitate the safe delivery and high proportion consumption of clean energy sources such as nuclear, solar, and wind power [2] - The project incorporates digital twin technology to serve as a model for building a green, low-carbon, and efficient modern energy system [2] Group 2: Boao Zero Carbon Demonstration Zone - The Boao Zero Carbon Demonstration Zone was officially renamed in March 2025 and is recognized as China's first region to achieve overall zero carbon operation through renovation [3] - The project, led by China Ocean Shipping Group, covers 190.15 hectares on Dongyu Island and includes 18 sub-projects focused on green building renovation, renewable energy utilization, and green transportation [3] - Since 2024, the group has implemented measures to eliminate the remaining 3.8% carbon emissions in the area, achieving zero carbon operation and setting a standard for replicable models [3] - The demonstration zone has reached "international first-class, domestic leading" levels, providing a "Chinese solution" for global regional zero carbon goals [3]

Group 1 - The core project is the 2×1000 MW peak-shaving thermal power project by Zhejiang Energy Wuwei, which is a key supporting facility for the "Long Electric into Zhejiang" ultra-high voltage direct current project, with a static investment of 7.08 billion yuan [1][2] - The project aims to stabilize and support the large-scale renewable energy output, ensuring reliable electricity delivery, with an expected annual power generation of 90 billion kWh and annual revenue of approximately 2.4 billion yuan [2][3] - The project is expected to create over 800 jobs and significantly contribute to the economic and social development of the Hexi region, optimizing energy resource allocation between eastern and western China [2][3] Group 2 - Gansu Zhongchao Energy Technology Co., Ltd. has established an intelligent production line with an annual capacity of 3 million supercapacitors, which began construction in August 2023 and is expected to be operational by September 2024 [3][4] - Supercapacitors are positioned as a new type of energy storage device with high power density, capable of rapid charge and discharge, and are environmentally friendly, making them ideal for new power system applications [3][4] - The production line is projected to achieve an annual output value of 1.2 billion yuan, enhancing the local new energy industry chain and technological empowerment [4]

索比光伏网 https://news.solarbe.com/202601/06/50016157.html 据国家电网报1月5日消息，数据显示，国网山东省电力公司2025年度售电量突破6000亿千瓦时，年度新 增电量规模居国家电网有限公司系统首位。 ...

近年来，以风、光为主的新能源跃居省内第一大电源，火电虽不再是"主力电源"，但依然是重要的 支撑性、调节性电源。去年8月23日晚，江苏电网经历了一个典型时刻：新能源出力仅为219万千瓦，而 省内7960万千瓦主力燃煤机组中开机容量达7725万千瓦，运行机组平均负荷率超过96%，出力占比达到 省内主力电源总出力的85%，有力保障了夜间用电高峰时段的电力供需平衡。据悉，为提升供电可靠 性，江苏自2022年以来先后公布了两批次"先立后改"煤电项目和"十五五"中后期保障性调节性煤电项 目，总规模达2394万千瓦；加上此前已批准的国信射阳、国信滨海、华能通州湾等煤电项目和多台燃气 机组，全省计划新建火电总装机容量达3394万千瓦。截至目前，已有1380万千瓦容量建成投产，其中约 七成位于电力需求旺盛的苏南地区，显著缓解过江输电压力，为区域经济社会发展提供能源保障。 随着2025年12月30日国信靖江发电有限公司4号机组、江阴利港发电有限公司10号机组相继投产， 我省当年新增火电装机规模达1040万千瓦，创下近20年来最高纪录。 据国网江苏电力预测，迎峰度冬期间，煤电顶峰出力将达8450万千瓦，同比增长11.5%，可为预计 ...

Core Viewpoint - The South Korean stock market is experiencing an unprecedented "revival-style surge" in 2025, with the Kospi index rising over 76% year-to-date, making it the best-performing major stock index globally [3][4]. AI Investment Theme - The biggest winners in the AI investment theme are not traditional chip manufacturers but industrial stocks associated with AI, such as Hyosung Heavy Industries and Doosan Enerbility, both of which have seen stock prices rise over 330% this year [5][6]. - Goldman Sachs predicts a significant increase in global data center electricity demand driven by AI, with a forecasted expansion of 175% by 2030, emphasizing the critical role of electricity in AI infrastructure [6][7]. Storage Chip Leaders - Samsung Electronics and SK Hynix have solidified their positions as the largest weight stocks in the Kospi index, with Samsung's stock rising 125% and SK Hynix's stock increasing by approximately 268% this year [8][10]. - The demand for high-performance storage chips, particularly HBM and enterprise-level NAND, is expected to continue growing, with a "storage supercycle" anticipated to last until at least 2027 [9][10]. Defense and Military Sector - The global military spending surge, driven by geopolitical tensions, has led to significant interest in South Korean defense contractors, with companies like Hanwha Aerospace seeing stock prices rise nearly 200% this year [11][12]. - The international rearmament trend is expected to sustain military stock performance over the next 2-3 years, positioning it as a core driver of stock market growth [11]. K-Beauty Sector - APR Corp., a newcomer in the K-Beauty sector, has seen its market value soar by 369%, outperforming established brands like Amorepacific Corp. and LG H&H [13]. - The success of APR is attributed to its innovative sales approach focused on social channels and user experience, contrasting with traditional retail methods [13]. Gaming Sector Struggles - Despite the overall market rally, South Korean gaming developers like Krafton and Com2uS have faced significant declines, with Krafton's market value shrinking by about 20% and Com2uS down over 30% [14][15]. - Concerns over limited appeal in the Asian market and competition from Chinese rivals have led investors to shift their focus away from these gaming stocks [14][15].

格隆汇1月6日丨根据联交所最新权益披露资料显示，2025年12月30日，中广核电力(01816.HK)获中信证券资产管理有限公司在场内以每股均价2.9394港元增 持3049.4万股，涉资约8963.41万港元。 增持后，中信证券资产管理有限公司最新持股数目为2,036,073,000股，持股比例由17.97%上升至18.24%。 | 股份代號: | 01816 | | --- | --- | | 上市法國名稱: | 中國廣核電力股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 06/12/2025 - 06/01/2026 | | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的 | | --- | --- | --- | --- | --- | --- | | | 历营河号 | | | | (請參閱上述 *註解)有投票權股 (日/月/年 | | | | | | | 份自分比 | | CS20251231E00004 | 中信证券资产管理有限公司 | 1101(L) | 30,494 ...

Core Viewpoint - China General Nuclear Power (01816.HK) has seen an increase in shareholding by CITIC Securities Asset Management Co., which raised its stake from 17.97% to 18.24% by purchasing 30.494 million shares at an average price of HKD 2.9394 per share, totaling approximately HKD 89.6341 million [1]. Summary by Category - **Shareholding Increase** - CITIC Securities Asset Management Co. acquired 30,494,000 shares of China General Nuclear Power at an average price of HKD 2.9394 per share [1]. - Following this transaction, CITIC's total shareholding in the company increased to 2,036,073,000 shares, representing 18.24% of the total issued shares [1]. - **Financial Implications** - The total investment made by CITIC Securities in this transaction amounts to approximately HKD 89.6341 million [1].

Economic Overview - India's GDP has reached approximately $4.18 trillion, surpassing Japan to become the world's fourth-largest economy, with projections to grow to $7.3 trillion by 2030 [1][2] - The growth trajectory suggests India may overtake Germany within three years, becoming the third-largest economy globally [1] Consumption and Demographics - A significant driver of India's economic growth is its demographic advantage, with consumption contributing nearly 55% to 60% of GDP [1] - The country has recently become the most populous in the world, with over a quarter of its population aged between 10 and 26, which is expected to bolster consumer spending and investment [1] Government Policies - The Modi government's "Production-Linked Incentive Scheme" aims to stimulate growth by incentivizing local manufacturing in strategic sectors such as electronics, defense, and pharmaceuticals [2] Economic Growth Rate Concerns - Despite reported growth rates of 8.2% for the second quarter of FY2025, some economists argue that the actual growth rate may only be between 2.5% and 3% due to discrepancies in data collection and economic modeling [4][5] - Critics highlight that the reliance on outdated benchmarks and the exclusion of informal sector activities may distort the true economic picture [4][6] Structural Issues - A review of 22 core economic indicators revealed that only 9 showed growth, indicating underlying structural issues within the economy [6] - Key sectors such as mining and energy are underperforming, with mining growth nearly stagnant at 0.04% and electricity demand declining to a growth rate of 4.4% [6] Comparison with Japan - While India's nominal GDP exceeds Japan's, the quality of growth is questioned, as India's expansion is largely driven by the service sector rather than a robust industrial base [6] - India's per capita GDP of approximately $2,800 suggests that the economy is still in a phase of scale expansion without sufficient depth in industrial development, highlighting a significant gap compared to mature East Asian manufacturing economies [6]

为推动能源转型，实现"双碳"目标，我国已建起全球最大的可再生能源体系。但能源转型的深层考验， 不仅在于绿电发得出，更在于用得好。2025年底召开的中央经济工作会议提出，扩大绿电应用。只有让 绿电真正融入生产生活，才能实现绿电的环境价值，支撑经济社会发展全面绿色转型。 理解"扩大绿电应用"的紧迫性，先要把目光投向全球。欧盟碳边境调节机制于2026年1月1日起正式实 施，如果我国企业不能对钢铁、水泥、化肥等产品提供明确的绿色生产证明，就可能面临高额关税，甚 至被挡在市场门外。绿电正成为国际贸易的全新通行证，关乎中国制造的全球竞争力。未来，不用绿电 可能就意味着"丢订单"。 扩大绿电应用，要从技术创新与市场机制上发力。大力发展储能技术，让绿电可以存起来；建设智能电 网，让绿电可以流动得更顺畅。只有解决了技术瓶颈，绿电才能真正成为主力电源。持续建设全国统一 电力市场，让绿电交易像买菜一样方便。同时，推广绿证制度，让每一度绿电都有据可查。此外，还可 以通过财税、价格等政策，让用绿电的企业尝到甜头，让发绿电的企业看到希望，形成共赢格局。 扩大绿电应用，是能源革命的"临门一脚"。"发得出"绿电，展现了我国作为新能源制造和建 ...