本报北京1月9日讯（记者赖奇春）工业和信息化部、国家发展改革委等五部门近日联合印发《工业绿色 微电网建设与应用指南（2026—2030年）》，引导工业企业和园区推进工业绿色微电网建设与应用，扩 大工业领域绿电应用，促进工业重点行业领域节能降碳。 工业绿色微电网是以向工业用户提供绿色电力为主要目的，集成应用光伏、风电、高效热泵、新型储 能、氢能、余热余压余气、智慧能源管控等一体化系统，可融合工业生产过程与电网友好互动并实现协 同自治的综合能源系统。当前，我国微电网相关技术装备不断取得突破，电力辅助服务市场机制逐步完 善，全国已投入运行项目超过300个，但工业绿色微电网整体仍处于试点和示范阶段，在技术标准、市 场化机制、与大电网协同等方面存在困难和挑战。 《指南》提出推动多能高效互补利用、促进可再生能源就近高比例消纳、加强与电网友好互动、具备工 业负荷调节能力、提高数智化系统运行管理水平等5项基本原则，以推进工业重点行业领域节能降碳为 导向，以就近高比例开发利用可再生能源、增强工业用户负荷调节能力为着力点，以促进源网荷储深度 协同、智慧管控技术创新应用为主要抓手，积极拓展工业绿色微电网应用场景。 （文章来源：经济 ...

昨日（即1月8日），国家能源局综合司公示了《新型电力系统建设能力提升试点（第一批）名单》，共有43个试点项目和10个试点城市名单。 其中储能相关项目有7个，从试点方向上来看含6个构网型技术应用，主要分布在内蒙古、浙江、安徽、云南、山西和甘肃，涉及项目单位有中能建、国电、 华能、南瑞继保、南网储能、吴起经协绿色能源科技有限公司、巨化新能源等。 | 新型电力系统建设能力提升试点项目（第一批）名单 | | | | | --- | --- | --- | --- | | -储能相关项目 | | | | | 试点名称 | 报送审位 | 项目单位 | 试点方向 | | 青海省海西州乌兰风光储联合调控系 | | 中能建数字科技集团、 海西乌兰中规绿电新能 | | | 统友好型新能源电站项目 | 青海省能源局 | 源、中能建山西省电力 | 系统友好型新能源电站 | | | | 勘测设计院 | | | 内蒙古自治区包头市国电双良园区构 | 国家能源投资集团 | 国电电力(达茂旗)新能 | 构网型技术应用 | | 网型储能项目 | 有限责任公司 | 源有限公司 | | | 浙江省衢州市龙游经济开发区共享储 | | 浙江交安能源有 ...

招股文件显示，万帮数字成立于2014年，是智能充电设备供应商，亦是微电网系统的先驱，还提供大型储能系统。 寻求A股上市未果后，万帮数字能源股份有限公司（以下简称"万帮数字"）将目光盯向了港股市场。近日，港交所官网显示，万帮数字已提交上市申请书。 本次冲击港股IPO背后，公司2024年增收不增利。此外，公司整体毛利率呈现下降态势。 另外，谋求上市背后，万帮能源的毛利率呈现下滑趋势。具体来看，报告期内，公司的整体毛利率分别为33.4%、29.2%、24.6%。 | | | 截至12月31日止年度 | | | | 截至9月30日止九個月 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 2023年 | | 2024年 | | 2024年 | | 2025年 | | | 人民幣千元 | ％ | 人民幣千元 | ％ | 人民幣千元 | % | 人民幣千元 | | | | | | | | (未經審計) | | | 收入 | 3,474,032 | 100.0 | 4,182,302 | 100.0 | 2,497,734 | 100.0 | 3,072,0 ...

Core Insights - The global energy system is undergoing profound transformation driven by the construction of new power systems and market-oriented reforms, with a focus on enhancing electricity consumption and system regulation capabilities [1] - The "Smart Energy Super Station" solution by Zhengtai Aneng Zhidian addresses industry pain points and innovatively integrates various applications to create a smart energy ecosystem [1][3] Group 1: System Reconstruction - The "Smart Energy Super Station" integrates photovoltaic systems, energy storage devices, charging stations, and intelligent energy management platforms, facilitating a comprehensive energy production, transmission, storage, and consumption chain [3] - This system enables a transition from single energy supply to multi-energy collaboration, enhancing both internal energy efficiency and external stability through flexible grid interactions [3] Group 2: Digital Empowerment - The digital transformation of microgrids emphasizes the importance of data-driven energy management, moving away from traditional experience-based approaches [5] - The intelligent energy management platform enhances three key capabilities: precise forecasting of energy production and demand, real-time optimal scheduling of energy operations, and near 100% green electricity consumption [5] Group 3: Revenue Model Innovation - Zhengtai Aneng Zhidian is developing a virtual power plant platform that aggregates dispersed energy assets into a marketable entity, creating a "revenue triangle model" encompassing power trading, ancillary services, and environmental rights [7] - The platform optimizes trading strategies based on predictive analytics and can participate in ancillary services for additional compensation, while also generating carbon credits from green electricity production [7] Group 4: Future Outlook - The company aims to deepen its focus on diverse microgrid applications, driving energy upgrades through system reconstruction and value enhancement through digital empowerment [9] - Zhengtai Aneng Zhidian is committed to expanding the boundaries of green electricity value in collaboration with industry clients and ecological partners, fostering a more efficient and sustainable energy ecosystem [9]

Core Insights - The construction momentum in Tai'an High-tech Zone is strong, with a continuous rise in the heat of key project construction and a robust demand for enterprise settlement [1][2] Group 1: Project Development - The construction boom in Tai'an High-tech Zone is not a short-term trend, as it integrates project construction, infrastructure development, service assurance, and industry cultivation [2] - The microgrid project by Jingnong Energy has seen significant progress, with the main structure of the second workshop completed and interior decoration underway [3] - The Tai Mountain News Industry Cluster project has successfully completed the steel structure of several workshops, showcasing a vigorous construction pace [4] - The Smart Warehousing project has completed the main structure of its research building, with internal decoration progressing smoothly and the second phase nearing acceptance [5] Group 2: Infrastructure and Services - Tai'an High-tech Zone has upgraded traditional industrial parks into "industrial chain incubation platforms," with the Wenhe Industrial Park proactively planning utility infrastructure to avoid redundant construction [6] - A "project service special class" mechanism has been established to streamline processes from land approval to construction, significantly enhancing approval efficiency [6] - The health industry park employs a "battle map" approach to ensure that key projects can start construction immediately after land acquisition and be operational upon completion [6] Group 3: Service Efficiency - The fast project advancement is attributed to effective service guarantees, with "proactive service" covering all aspects of project execution, including acceptance, material inspection, and drawing approval [7] - Staff members are actively present at construction sites to resolve issues on the spot, reducing waiting times and ensuring smooth project progression [7] - The strategy of Tai'an High-tech Zone is clear: first gather enterprises through quality infrastructure, then promote projects through efficient services, and finally solidify development foundations through industry chain cultivation [7] Group 4: Future Prospects - As the Wenhe Industrial Park and the health industry park become fully operational, the scale of resident enterprises is expected to expand, further highlighting the industrial agglomeration effect and development advantages of Tai'an High-tech Zone [8]

Group 1 - The fourth Dubai New Energy Conference was held in Jebel Ali Free Zone, focusing on "Localization of New Energy Technology: Serving the Middle East and North Africa" with nearly 300 representatives from China and the UAE attending to discuss cooperation in new energy technology, project implementation, and market expansion [1] - The conference featured an exhibition area where over 20 Chinese and Arab companies showcased their latest achievements in sectors such as electric vehicles, photovoltaic systems, new energy storage, microgrids, and low-carbon building materials [1] - The Chinese Embassy in the UAE emphasized the long-standing cooperation between China and the UAE in the green sector, highlighting the need for policy coordination, technological innovation, project implementation, and knowledge sharing to explore new cooperation opportunities [1] Group 2 - The UAE representatives discussed the market potential in the new energy sector and the regulations regarding renewable energy and building energy efficiency in Dubai, indicating a rising demand for eco-friendly buildings [1] - China National Building Material Group Corporation expressed its commitment to the Middle East market, leveraging its technological, industrial, and capital advantages to support the UAE's development vision and enhance project implementation and service innovation [2]

Core Viewpoint - The construction of zero-carbon parks is a significant strategic initiative aimed at fostering green productivity, accelerating the establishment of a new energy system, and achieving carbon neutrality goals in China [1][2]. Group 1: Construction Standards and Guidelines - The establishment of a unified standard for zero-carbon park construction is essential, focusing on a core indicator of carbon emissions per unit energy consumption [2][3]. - Additional guiding indicators include the proportion of clean energy consumption, energy efficiency of products, industrial waste recycling rates, and water reuse rates, which are crucial for promoting comprehensive green transformation [2]. Group 2: Innovation and Green Vitality - Zero-carbon park construction requires innovation across multiple dimensions, including technology, systems, and business models, to stimulate green vitality [4]. - Technological innovations in renewable energy, energy storage, and low-carbon transportation are vital, providing application scenarios that encourage research and development [4]. - Institutional innovations, such as green electricity supply models, can enhance market vitality and support the development of new energy systems [5]. Group 3: Energy Supply and Consumption Transition - The transition to green energy supply and consumption must be integrated within the zero-carbon park construction framework, focusing on improving the efficiency and effectiveness of renewable energy utilization [6][7]. - There is a need to optimize industrial structures and explore "green production" models to promote the green upgrade of traditional industries [7]. Group 4: Implementation and Support Mechanisms - The construction of zero-carbon parks is a long-term strategic task that requires a phased approach, prioritizing areas with favorable conditions for renewable energy and technological innovation [8]. - A comprehensive planning and design strategy is necessary to ensure the feasibility and operability of projects, focusing on renewable energy integration and resource utilization [8]. - Strengthening collaboration among government, parks, and enterprises is crucial for effective implementation and evaluation of construction tasks [9].

Overview of Microgrid Development - The report provides a comprehensive overview of the microgrid industry, including definitions, classifications, and key characteristics of microgrids [4][5] - It highlights the necessity of developing microgrids in China, addressing issues such as the reliability of the existing power grid and the integration of renewable energy sources [4][5] Regulatory Framework - The report outlines the regulatory framework governing the microgrid industry in China, detailing the supervisory bodies and self-regulatory organizations involved [5][6] - It also discusses the current standards applicable to the microgrid sector, including national, industry, and local standards [5][6] Market Analysis - The current state of the microgrid market in China is analyzed, including market size, application trends, and the competitive landscape [6][7] - The report identifies key players in the microgrid industry and assesses the concentration of competition within the market [7] Technological Advancements - Significant advancements in renewable energy generation technologies relevant to microgrids are discussed, including wind, solar, and biomass energy [8][9] - The report also covers developments in energy storage technologies, emphasizing the role of batteries and other storage solutions in enhancing microgrid efficiency [8][9] Investment Opportunities - The report identifies potential investment opportunities within the microgrid sector, particularly in storage projects and renewable energy platforms [19][20] - It emphasizes the importance of innovative marketing strategies and market entry points for companies looking to capitalize on the growing microgrid market [19][20] Future Trends - The report forecasts future trends in the microgrid industry, predicting a shift towards smarter, more integrated systems that leverage renewable energy sources [19][20] - It also discusses the anticipated growth of the microgrid market, driven by increasing demand for reliable and efficient energy solutions [19][20]

Core Viewpoint - The development of industrial green microgrids in China is accelerating, driven by technological advancements and supportive policies, but challenges remain in standardization and economic viability [3][5][6] Group 1: Technological and Market Developments - Continuous breakthroughs in microgrid technologies and equipment are being achieved, with a gradual improvement in the power auxiliary service market mechanism [3] - Microgrids, consisting of distributed power sources and energy storage devices, are recognized as a significant innovation for the efficient use of distributed energy [3][4] - The cost of wind and solar power generation has significantly decreased, enabling the widespread application of hydrogen energy and new energy storage technologies [5] Group 2: Policy Support and Implementation - Various policies have been introduced at the national and provincial levels to support the development of microgrids and related industries, such as the draft guidelines for industrial green microgrid construction in Henan Province [5] - Over 300 industrial green microgrid projects are currently under construction across the country, with notable examples in Shandong and Jiangsu provinces [5] Group 3: Challenges and Future Directions - Despite progress, the construction of industrial green microgrids faces challenges, including the need for improved economic benefits, standardization, and clearer business models [5][6] - Future development should focus on breaking traditional single forms and following a path of low-carbon, diversified, intelligent, electrified, and market-oriented approaches [6] - Recommendations include implementing energy-saving and carbon reduction actions, revising technical standards, and exploring innovative market-based investment and operation models [6]

Core Insights - Changzhou is leveraging its advantages in the new energy industry to create a model for green development, integrating low-carbon practices into industrial upgrades and urban construction [1][10] - The city has established the largest industrial park-level microgrid in Jiangsu Province, which is expected to significantly transform the industrial park [1][3] Microgrid Development - The microgrid in the industrial park includes solar photovoltaic panels and energy storage stations, generating an annual electricity output of 1.7 million kWh, with a revenue of approximately 1.4 million yuan from solar energy and 2.9 million yuan from energy storage [3][6] - The microgrid allows for cost reductions for both the park and its employees, with interactive charging areas established for electric vehicles [3][5] Virtual Power Plant - Changzhou's virtual power plant management center integrates solar panels, energy storage, and charging stations, managing 120,000 kWh of green electricity, sufficient for 40,000 households' daily consumption [7][8] - The virtual power plant optimizes energy consumption and promotes the use of renewable energy, contributing to the city's sustainable development [8] Industry Growth and Investment - Changzhou has completed 39 microgrid projects, covering various applications and attracting investments of 1.18 billion yuan, with a significant reduction in coal consumption among industrial enterprises [8][10] - The city aims to establish 300 microgrid projects in the next three years, targeting a trillion-level microgrid industry cluster [13] Supply Chain and Local Industry - Local companies are benefiting from the microgrid initiatives, with a significant portion of the global market for composite materials being supplied from Changzhou [11] - The integration of production, research, and manufacturing within a 10-kilometer radius enhances the city's competitive edge in the new energy sector [14]