"企业按实际发电量在现货市场获得实时收入，中长期合约则转化为金融差价合约进行结算，这大 大降低了新能源企业参与市场的不确定性和风险敞口。同时，增量项目的竞价机制使资源配置更为优 化，能够真实反映新能源成本，驱动行业技术进步和成本下降，保障健康可持续发展，凸显了价格信号 在引导投资和促进消纳中的关键作用。"国网辽宁省电力有限公司人士表示。 为筑牢新型电力系统稳定运行的根基，改革方案还配套了一系列协同措施，致力于构建电能量、容 量、辅助服务等多维市场体系。如政策明确建立发电侧容量补偿机制，并对电网侧新型储能给予固定容 量电价补偿，直指储能成本回收难题。在价格机制上，进一步拉大现货市场出清价格上下限，使其更真 实反映电力商品在不同供需状况下的价值，有效抑制非理性发电行为，激励新能源项目配置储能、积极 参与调峰，同时也为独立储能等新业态创造了更大的盈利空间。此外，方案清晰界定了电能量价值与环 境权益，将有力推动绿电、绿证交易市场的规范化和蓬勃发展，为辽宁省乃至国家"双碳"目标的实现提 供坚实支撑。 业内人士指出，此番系统性、深层次的改革，标志着辽宁正率先在东北区域探索一条"市场化定 价、高效能消纳、全产业链升级"的新 ...

Core Insights - Yinson Renewables has established a subsidiary in Hong Kong, marking a significant step in its global strategy and contributing to Hong Kong's green finance and renewable energy development [2][3] Group 1: Hong Kong's Unique Advantages - Hong Kong serves as an international financial center with high openness in capital flow, cross-border finance, and tax systems, making it an attractive location for green and sustainable finance initiatives [3] - The Hong Kong government has actively promoted green finance through policies supporting green bonds, carbon markets, and renewable energy investments [3] Group 2: Dual Platform Synergy - Yinson Renewables has created a "Shenzhen + Hong Kong" dual platform structure in China, with Shenzhen focusing on renewable technology R&D and project development, while Hong Kong emphasizes cross-border capital operations and international cooperation [4][5] - This dual platform model ensures compliance with domestic regulations while leveraging Hong Kong's financial channels to attract international capital [5] Group 3: Business Alignment with National Strategy - Yinson plans to invest approximately $1 billion in China over the next five years, focusing on offshore wind power, distributed solar and storage systems, smart grids, and green transportation networks [6][7] - The establishment of the Hong Kong subsidiary will provide strong financial support and international cooperation resources for these projects, aligning with China's "14th Five-Year Plan" and "dual carbon goals" [7] Group 4: Industry Observation - The development of renewable energy requires not only technology and projects but also financial support, which Hong Kong is well-positioned to provide through green bond issuance and cross-border capital introduction [8] - Yinson's establishment in Hong Kong represents a deep integration into the local green finance ecosystem, facilitating the introduction of more international resources into China's renewable energy market [8] Group 5: Future Outlook - With the establishment of Yinson's Hong Kong subsidiary and operations center, the company's global strategy is closely aligned with China's renewable energy development [9] - Yinson aims to leverage a "global experience + local practice" model to promote offshore wind, solar storage, and smart grid projects, contributing to China's dual carbon goals [9]

华西证券表示，按当前装机进度测算，风电、光伏为主的新能源在2025~2035年仍有近20亿千瓦的新增 空间。第二、第三批大型风光基地加速建设，深远海风电、分散式风电稳步推进，集中式与分布式光伏 持续扩容。行业有望在"双碳"目标驱动下实现长期增长，仍看好新能源产业机会。 （文章来源：每日经济新闻） 9月30日，A股三大指数继续上行，电力板块早盘维持低位震荡，午后持续拉升。截至14:23，绿电ETF （562550）强势翻红，持仓股上海电力涨超8%，嘉泽新能、桂冠电力、吉电股份、建投能源、晶科科 技等股跟涨。 消息面上，国资委召开部分国有企业经济运行座谈会，首次提出"稳电价反内卷"，绿电行业有望迎来反 转。 ...

（编辑 王雪儿） 证券日报网讯 中绿电9月29日在互动平台回答投资者提问时表示，公司在获取新能源项目时对项目所在 区域的资源禀赋、社会经济发展状况及送出消纳通道等因素进行全面尽调，并充分考虑区域外送条件， 获取优质项目资源。目前公司主要通过年度绿电协议与用电企业合作，并积极拓展客户渠道与消纳路 径，加快建立"新能源+"融合业态，对接数据中心、高耗能企业，通过探索绿电直连项目落地等方式提 升电力营销能力与上网电价水平。 ...

Core Viewpoint - Jiangsu Cable has signed a cooperation agreement with the Changzhou government to enter the new energy sector, planning to build around 40 "light-storage-charging" stations within three years to provide vehicle charging services for government, enterprises, and individuals [1] Group 1: Joint Venture and Investment - A joint venture will be established with an initial registered capital of 90 million yuan, where Jiangsu Cable holds 51% and the other partners hold a combined 49% [1] - The company will focus on microgrid business to provide stable energy support and efficient resource coordination solutions for smart city construction [1] Group 2: Areas of Cooperation - The partnership will deepen cooperation in areas such as information technology construction, 5G factory development, digital cultural industry exploration, and cultural IP development [1] Group 3: Strategic Advantages - The joint venture highlights the "complementary advantages" characteristic, leveraging Changzhou's local strengths in new energy technology research and core product supply, while activating Jiangsu Cable's provincial channel network, infrastructure coverage, and user resource reserves [1]

Group 1 - The core viewpoint of the article is that the company, Nenghui Technology, is embracing the trend of market-oriented trading in the new energy electricity sector [1] - The company plans to deploy Ant Group's time-series model and "Electricity Trading Decision Support System" in commercial distributed photovoltaic power stations in Guangdong Province [1] - The future strategy involves leveraging AI technology support from Ant Group, combined with the company's technological advantages in the new energy power station and energy storage sectors, to continuously enhance the profitability of power stations [1]

9月12日，记者从国网宁夏电力有限公司获悉，今年8月，宁夏单月外送新能源电量达到31亿千瓦时，同 比增长44%，首次突破30亿千瓦时大关，创下历史新高。这一数据标志着宁夏新能源发展和外送消纳能 力实现重大跨越。 资讯编辑：陈群 021-26096771 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 ...

Core Viewpoint - The renewable energy sector is experiencing significant growth, with key stocks and ETFs showing strong performance, driven by favorable market conditions and regulatory support [1][4]. Group 1: Market Performance - The China Securities New Energy Index rose by 3.53% as of September 15, 2025, with notable increases in constituent stocks such as Hunan YN Energy (+16.45%), CATL (+11.24%), and Jing Sheng Mechanical (+10.60%) [1]. - The New Energy ETF (159875) increased by 3.52%, with a cumulative rise of 9.34% over the past two weeks as of September 12, 2025 [1]. - The New Energy ETF's latest scale reached 1.126 billion yuan, with a total inflow of 35.465 million yuan over the last five trading days [1]. Group 2: Fund Performance - The New Energy ETF's net value increased by 27.36% over the past six months, ranking 570 out of 3610 in the index stock fund category, placing it in the top 15.79% [1]. - Since its inception, the New Energy ETF has recorded a highest monthly return of 25.07% and an average monthly return of 8.03% during rising months [1]. Group 3: Industry Insights - Recent regulatory developments, including guidelines from the National Development and Reform Commission and the National Energy Administration, encourage new operational entities like virtual power plants and smart microgrids to participate in the electricity market [3]. - The storage industry is gaining attention due to overseas demand recovery and price increases, with a shift from being a cost item to a profit-generating segment as the electricity reform process accelerates [4]. - The top ten weighted stocks in the China Securities New Energy Index account for 42.78% of the index, with major players including CATL, Sunshine Power, and Longi Green Energy [4].

值得一提的是，今年正式投运的宁夏至湖南±800千伏特高压直流输电工程，为新能源外送开辟全新通 道。6月至8月期间，该工程已累计向湖南输送新能源电量近15亿千瓦时，显著增强宁夏清洁能源的跨区 域配置能力。 今年1—8月，宁夏累计外送新能源电量达1209亿千瓦时，源源不断的"绿电"跨越千里，点亮他省万家灯 火，为推动能源清洁转型、实现"双碳"目标贡献了宁夏力量。(完) （文章来源：中国新闻网） 中新网银川9月12日电 (记者于晶)12日，记者从国网宁夏电力有限公司获悉，今年8月，宁夏单月外送新 能源电量达到31亿千瓦时，同比增长44%，首次突破30亿千瓦时大关，创下历史新高。这一数据标志着 宁夏新能源发展和外送消纳能力实现重大跨越。 据统计，8月外送新能源电量占当月宁夏新能源上网电量的50%，意味着宁夏一半的新能源电力通过跨 省区输送实现消纳，为高比例新能源利用率提供了坚实支撑，也为全国多个地区的绿色低碳发展注入强 劲动力。 国网宁夏电力有限公司相关负责人表示，今年以来，公司持续完善新能源参与市场化交易机制，坚 持"能送尽送"原则，通过多项举措全力推动新能源外送消纳。其中，"十三五"规划重点项目灵绍直流配 套新能 ...

Core Viewpoint - Shandong has successfully implemented a market-oriented pricing mechanism for renewable energy, becoming the first province in China to complete this process, which sets a precedent for other regions [1][10]. Group 1: Policy Design and Execution - The pricing mechanism was designed with precision, considering the characteristics of different projects, and included separate bidding groups for wind and solar energy [3][4]. - The total mechanism electricity scale was set at 94.67 billion kilowatt-hours, with wind power accounting for 81.73 billion kilowatt-hours and solar power for 12.94 billion kilowatt-hours [3]. - A competitive bidding process was established with specific price limits for wind (0.094-0.35 yuan/kWh) and solar (0.123-0.35 yuan/kWh) [3][4]. Group 2: Market Dynamics and Energy Structure - Shandong's renewable energy capacity has been increasing, with solar power capacity ranking first in the country, reaching 1.19 million kilowatts by July 2025 [6]. - The bidding results indicated a shift towards optimizing energy structure, with wind power receiving a larger share of the mechanism electricity allocation [6][8]. - The competitive environment for solar projects was more intense, leading to potential market risks due to mismatches in generation and demand [6][8]. Group 3: Impact on Industry Development - The bidding results provided clear investment price signals for renewable energy companies, with wind and solar clearing prices set at 0.319 yuan/kWh and 0.225 yuan/kWh, respectively [8]. - The market-oriented bidding mechanism is expected to drive technological innovation and cost reduction among companies, fostering a competitive environment that promotes high-quality development [8][9]. - Shandong's experience serves as a model for other provinces, demonstrating the feasibility of market-oriented reforms in the renewable energy sector [10].