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关于举办源网荷储及微电网投资建设培训的通知丨系列培训
中国能源报· 2026-02-09 08:23
Core Viewpoint - The integrated development of source-grid-load-storage is essential for the high-quality development of the power system and is a necessary choice for enhancing the consumption of renewable energy and non-fossil energy [2] Group 1: Training Overview - The training on source-grid-load-storage and microgrid investment construction is organized by China Energy News and aims to deepen understanding of related issues [2][3] - The training will take place from March 6 to 7 in Hangzhou [3] Group 2: Target Audience - The training is aimed at large energy groups, power companies, generation groups, local energy groups, key parks, factories, and various energy-consuming institutions [3] - It also targets new energy enterprises (wind, solar, storage), power design institutes, and integrated design units [3] Group 3: Course Modules - The training will cover policy interpretation, current development status, application scenarios, technical analysis, and profit models related to source-grid-load-storage and microgrids [3][4] Group 4: Development Directions - The training will discuss the differences and connections between green electricity direct connection and source-grid-load-storage [4] - It will also cover the application of microgrids in zero-carbon parks and provide guidelines for industrial green microgrid construction [4] Group 5: Fees and Payment - The training fee is set at 3,900 yuan per person, which includes the training fee, while transportation and accommodation are self-catered [4] - Payment can be made via bank transfer, and on-site payment will not be accepted [4]
中闽能源:拟8.64亿元收购福建永泰闽投抽水蓄能51%股权
Xin Lang Cai Jing· 2026-02-09 08:11
中闽能源公告称,公司第十届董事会第三次临时会议审议通过多项议案。同意向控股股东收购福建永泰 闽投抽水蓄能有限公司51%股权,交易对价86,393.15万元。为满足收购资金需求,拟向厦门国际银行申 请不超60,500万元并购贷款,期限不超10年,年利率不超2.75%。两议案均涉及关联交易,关联董事回 避表决,尚需提交2026年第一次临时股东会审议。此外,董事会定于2月26日召开该次股东会。 ...
一周安徽上市公司要闻回顾(2.02-2.08)
Xin Lang Cai Jing· 2026-02-09 08:04
Group 1 - NIO achieved its 100 millionth battery swap, reducing carbon dioxide emissions by 4,169.5 tons compared to traditional gasoline vehicles [1] - NIO's battery swap operations have contributed to peak shaving and valley filling of over 740 million kWh, alleviating grid pressure and improving energy utilization [1] Group 2 - Anhui Energy announced the appointment of Xu Wengong as the new general manager following the resignation of Fang Shiqing [2] - Huabei Group's general manager Zhang Tongxiang resigned due to work changes but will continue to serve as chairman [4] Group 3 - Crystal Integration plans to invest 2 billion yuan to acquire 100% equity of Hefei Jingyi Integrated Circuit Co., making it a wholly-owned subsidiary [3] - Huangshan Tourism is set to invest approximately 530 million yuan in the construction of a hotel project, with a construction period of 24 months [5] Group 4 - Zhonggong Education expects a significant decline in net profit for 2025, projecting a decrease of 70.06% to 76.86% compared to the previous year [6] - Quanyin High-Tech anticipates a net loss of 180 million to 270 million yuan for 2025, a shift from a profit of 97.13 million yuan in the previous year [7] - Guoxuan High-Tech forecasts a net profit increase of 107% to 149% for 2025, driven by the rapid growth in the new energy vehicle and energy storage markets [8]
宁夏累计外送电量突破9000亿千瓦时
Jing Ji Ri Bao· 2026-02-09 08:04
记者从从宁夏电力交易中心有限公司获悉,截至2026年2月7日,宁夏累计外送电量突破9000亿千瓦时, 达9002亿千瓦时。这是继2025年宁夏全年外送电量首次突破千亿千瓦时后实现的又一重要跨越。 (责任编辑:谭梦桐) 自2010年银东直流投运以来,宁夏正式开启"西电东送"新格局。2016年灵绍直流投运,进一步加速电力 外送进程。依托"小省区、强电网、大送端"优势,宁夏外送电量在2016年至2021年间连续6年实现百亿 千瓦时阶梯式增长。银东、灵绍两条直流通道保持高效稳定运行,其利用率均位居国家电网超、特高压 直流输电工程前列。 2025年,我国首条以输送"沙戈荒"风电光伏大基地新能源为主的特高压直流工程——中衡直流投入运 行。至此,"放电三华"外送格局正式形成,总外送容量达2000万千瓦,送电范围覆盖全国19个省区市。 中衡直流成为推动宁夏年度外送电量首次突破千亿千瓦时的关键动力。 随着外送通道不断拓展,宁夏外送电结构持续优化,新能源电量占比从10年前的不足10%提升至目前的 近30%,实现了"每外送3度电中就有约1度是绿电"的清洁转型成效。据统计,9000亿千瓦时外送电量相 当于就地转化标准煤约2.6亿吨, ...
皖能电力(000543.SZ):公司已完成2026年度电力交易合同签约工作
Ge Long Hui A P P· 2026-02-09 07:53
Core Viewpoint - The company has completed the signing of electricity trading contracts for the year 2026 and aims to enhance efficiency through market analysis and policy research [1] Group 1: Company Strategy - The company will actively work on supplementary electricity contracts, coal procurement, and electricity spot trading to optimize operations [1] - During the "14th Five-Year Plan" period, the company will strengthen its thermal power base and seek growth opportunities [1] - The company plans to accelerate the implementation of thermal power projects both within and outside the province, contributing to the construction of a new power system [1]
日本柏崎刈羽核电站再次启动
Xin Hua Wang· 2026-02-09 07:47
新华社东京2月9日电(记者钱铮)日本东京电力公司9日说,为调查故障原因而暂时关闭的日本柏崎刈 羽核电站6号机组9日再次启动。 运营该核电站的东京电力公司9日在官网发布新闻公报说,当地时间9日14时整(北京时间13时整),该 公司开始抽出反应堆控制棒,启动了反应堆。 按计划,反应堆于9日当天内达到临界状态,15日开始试发电和输电。之后,东京电力公司将再度关闭 反应堆检查各设备,如果没有问题,将于3月18日实施"综合负荷性能检查",接着开启商业运行。 柏崎刈羽核电站6号机组于1月21日重启。这是2011年"3·11"东日本大地震引发东京电力公司福岛第一核 电站事故后,该公司旗下核电站的首次重启。然而,在1月22日凌晨抽出反应堆控制棒的作业过程中, 有警报响起。为调查故障原因,东京电力公司22日决定暂时关停6号机组。 东京电力公司2月6日在新闻发布会上说,此次故障的原因是变频器设置过于灵敏,导致设备在正常范围 内的电流变化被误认为异常,从而触发警报。该变频器用于调节驱动控制棒的马达速度。由于控制棒另 有一套警报系统,东京电力公司认为变频器警报并非确保安全必须的功能,遂予以关闭。 ...
工信部定调:光伏还在深度调整期|碳中和周报(220期)
Carbon Neutrality Policy - The Ministry of Industry and Information Technology (MIIT) indicates that the photovoltaic (PV) industry is currently undergoing a deep adjustment period, with 2026 being a critical year for governance and addressing internal competition within the industry [1][2] - The MIIT emphasizes the need for a dynamic balance between supply and demand through coordinated policies, including capacity regulation, standard guidance, quality supervision, and market expansion [2] Solar Energy Forecast - The China Electricity Council predicts that by 2026, the installed capacity of solar power will surpass that of coal power for the first time, with total installed capacity reaching approximately 4.3 billion kilowatts, of which non-fossil energy will account for 63% [3] - The report anticipates that over 300 million kilowatts of new renewable energy capacity will be added in 2026, indicating a significant shift in the energy structure towards renewables [3] Waste Management Standards - The Ministry of Ecology and Environment has released new technical standards for the recycling and disposal of waste photovoltaic equipment, emphasizing pollution control and resource recovery during the entire lifecycle of the equipment [4][5] - The standards require that waste PV equipment be processed in a manner that avoids direct landfill disposal and promotes resource recycling [5] Local Initiatives - Qinghai Province aims to reduce carbon emissions by 28.1 million tons by 2025, with plans to expand green electricity exports to 22 provinces and cities, showcasing a model for ecological and economic integration [6] Corporate Practices - Ningxia Tianrui Thermal Energy Co., Ltd. has been fined 4.2399 billion yuan for failing to comply with carbon emission quota regulations, highlighting the increasing enforcement of compliance in the national carbon market [7] - A breakthrough has been achieved in the development of the world's first and largest single-unit compressed air energy storage compressor, which has demonstrated significant efficiency and cost advantages, supporting the transition to renewable energy [8][9]
郴电国际(600969)2月9日主力资金净卖出4901.94万元
Sou Hu Cai Jing· 2026-02-09 07:34
证券之星消息,截至2026年2月9日收盘,郴电国际(600969)报收于10.81元,下跌9.99%,跌停,换手率 6.58%,成交量24.37万手,成交额2.83亿元。 2月9日的资金流向数据方面,主力资金净流出4901.94万元,占总成交额17.3%,游资资金净流入 1467.67万元,占总成交额5.18%,散户资金净流入3434.27万元,占总成交额12.12%。 郴电国际2025年三季报显示,前三季度公司主营收入30.79亿元,同比下降7.16%;归母净利润8096.75 万元,同比上升33.93%;扣非净利润5980.53万元,同比上升303.85%;其中2025年第三季度,公司单季 度主营收入11.22亿元,同比下降18.92%;单季度归母净利润5505.19万元,同比上升36.09%;单季度扣 非净利润5531.12万元,同比上升87.33%;负债率72.03%,投资收益4968.61万元,财务费用1.68亿元, 毛利率9.29%。郴电国际(600969)主营业务:电力销售、工业气体销售、自来水销售。 该股最近90天内共有1家机构给出评级,买入评级1家;过去90天内机构目标均价为16.2。 资金 ...
电投绿能:重要事项点评:短期业绩承压,静待绿色氢基能源业务放量-20260209
Investment Rating - The report maintains a "Recommended" rating for the company Electric Power Green Energy (stock code: 000875) [1] Core Views - The company is experiencing short-term performance pressure but is expected to benefit from the ramp-up of its green hydrogen-based energy business [1] - The company has changed its name from Jilin Electric Power Co., Ltd. to Guodian Power Green Energy Co., Ltd. to better reflect its focus on renewable and green hydrogen energy [3] - The company anticipates a significant decline in net profit for 2025, estimated between 440 million to 540 million yuan, representing a year-on-year decrease of 50.88% to 59.97% [3] - The decline in performance is attributed to challenges in both the renewable energy and thermal power sectors, including lower average utilization hours and settlement prices in the renewable sector, and reduced auxiliary service income in the thermal sector [3] - The company expects improved cash flow in 2025 due to accelerated subsidy payments from the government, with a projected increase of 154.2% in renewable energy subsidy funds received [3] - The green ammonia project has commenced regular operations, and the green methanol project is expected to be operational by 2028, indicating a strong future revenue potential [3] Financial Summary - The company forecasts a revenue of 12,883 million yuan for 2025, a decrease of 6.24% from the previous year, with a projected net profit of 501 million yuan [5] - The estimated net profit for 2026 and 2027 is expected to be 561 million yuan and 685 million yuan, respectively, indicating a recovery trend [5] - The company's price-to-earnings (PE) ratio is projected to be 49.3x for 2025, 44.0x for 2026, and 36.0x for 2027, reflecting its unique positioning in the green hydrogen and ammonia sectors [5]
日本东京电力公司重启柏崎刈羽核电站6号机组反应堆
Di Yi Cai Jing· 2026-02-09 06:08
据报道,日本东京电力公司于9日下午2点重启柏崎刈羽核电站6号机组反应堆。 (文章来源:第一财经) ...