金山热电公司制定新一年"作战图"，聚焦"关键战役"持续发力，朝着既定目标坚实迈进。安全保障方 面，在巩固标准化一级企业成果的基础上，印发《安全自愿报告制度》等20项制度，让每名职工都成为 安全生产的守护者。随着一年一度的春季安全大检查进入预热阶段，隐患排查治理的闭环管控责任进一 步压实。经营管理方面，将"减亏增盈"贯穿全年。细化"营销+生产+燃料"联动机制，覆盖关键指标的动 态管控体系已开始高效运转。摸排潜在用户，着手制定差异化供汽方案。机组灵活性改造、熔盐储能等 技改项目倒排工期、挂图作战。 围绕火电固本强基发展战略、提质升级目标任务，内蒙古能源集团煤电板块系统推进安全生产治本攻坚 三年行动、安全生产标准化管理体系建设，统筹安全管理、三改联动、机组检修、技术管理等工作，持 续稳固能源保供、民生供热基本盘；锚定绿色转型发展方向，加快864万千瓦火电项目建设步伐，严管 施工质量，严控投资造价，严把工程进度，推动形成"高质量投产一批、开工一批、建设一批"的滚动发 展格局；加快信息化智能化建设，积极推进"人工智能+"在煤电板块的深度应用，不断提升综合竞争 力；多措并举打好"增收+降本"组合拳，通过深化售电协同联动、 ...

2月9日，山西省能源局发布关于拟将华电忻州广宇煤电有限公司2号机组转为煤电应急备用电源的公 示。详情如下： 关于拟将华电忻州广宇煤电有限公司2号机组转为煤电应急备用电源的公示 根据国家发展改革委、国家能源局关于应急备用电源管理有关事项的文件要求，经省能源局、山西能源 监管办与有关单位综合评估，拟将华电忻州广宇煤电有限公司2号机组转为煤电应急备用电源。现予以 公示，公示期2026年2月10日至2026年2月14日。 如有异议，请于公示期内以书面形式提出，具体列举异议理由和相关事实依据，并注明联系人及电话， 加盖单位公章。 山西省能源局 2026年2月9日 来源：山西省能源局 -End- 特别声明：北极星转载其他网站内容，出于传递更多信息而非盈利之目的，同时并不代表赞成其观点或 证实其描述，内容仅供参考。版权归原作者所有，若有侵权，请联系我们删除。 凡来源注明北极星*网的内容为北极星原创，转载需获授权。 2月9日，山西省能源局发布关于拟将华电忻州广宇煤电有限公司2号机组转为煤电应急备用电源的公 示。详情如下： 关于拟将华电忻州广宇煤电有限公司2号机组转为煤电应急备用电源的公示 根据国家发展改革委、国家能源局关于应 ...

股票近期走势 近7天，天保能源股价呈现波动上行态势，区间累计上涨5.17%。其中，2月10日股价下跌3.45%，2月12 日单日大涨8.93%，最高触及0.61港元。技术面显示MACD指标差离值由负转正至-0.001，短期动能改 善，但成交持续清淡，资金以散户主导。 以上内容基于公开资料整理，不构成投资建议。 经济观察网天保能源与爱沃特人工智能(天津)有限公司签署合作协议，中标"海港热电厂燃煤锅炉AI智 能控制合同能源管理服务"项目，旨在通过AI技术实现锅炉燃烧优化与节能降耗，契合煤电行业低碳转 型趋势。 财报分析 根据发布的2025年中期报告，天保能源归母净利润同比大幅增长453.33%，但营收同比下降6.59%，主 要因节能改造及新能源项目落地推动盈利提升。最新财报数据显示，营业收入为4.16亿港元，净利润 1084.27万港元，每股收益0.0678港元，毛利率约8.51%。 ...

Core Viewpoint - The article discusses Trump's multi-faceted approach to extend the U.S. reliance on coal power, including directives for the Pentagon to procure electricity from coal plants and allocate millions for upgrading existing facilities [1] Group 1: Government Actions - Trump ordered the Pentagon to procure electricity from coal plants to support military operations, indicating a strategic move to ensure energy supply for national security [1] - The Department of Energy issued an emergency order requiring certain coal plants to continue operations, reflecting a commitment to maintaining coal energy production [1] - The Department of the Interior has taken steps to open more federal land for coal leasing in North Dakota, Montana, and Wyoming, promoting coal industry growth [1] Group 2: Economic Implications - Trump praised coal as the "most reliable and trustworthy" energy source, suggesting that government actions will enhance electricity generation and provide lower prices for consumers [1] - The Pentagon's energy office will seek long-term agreements to create more demand certainty and business predictability for coal suppliers [1]

2月3日至6日，中国中煤陇东综合能源化工基地配套煤电项目（庆阳长庆桥2×1000MW煤电项目、平凉 灵台化工园区2×1000MW煤电项目）可行性研究报告评审会在甘肃省庆阳市顺利召开。会议由电力规划 设计总院主持，来自甘肃省工业和信息化厅、生态环境厅、水利厅、庆阳市、平凉市、灵台县、宁县、 长庆桥工业集中区管理委员会等相关政府部门，以及中国中煤能源集团有限公司、中煤电力有限公司、 中国中煤陇东综合能源化工基地工作专班、中煤靖远发电有限公司、西北电力设计院等单位的领导、专 家和代表共计100余人参加会议。此次会议汇聚政、企、研多方力量，为项目科学决策与高效推进奠定 坚实基础，标志着陇东综合能源化工基地配套煤电项目迈入关键实施阶段。 会前，专家组专程赴项目拟选址地——庆阳市宁县长庆桥化工园区与平凉市灵台县化工园区进行实地踏 勘，重点调研厂区规划用地、水源保障、固废综合利用场地、电网接入初步方案及区域交通运输条件等 关键环节，并与地方政府部门、设计单位现场交流，深入了解项目前期工作进展。专家组对两地资源禀 赋、建设条件及前期准备工作给予充分肯定，认为所选厂址具备建设大型煤电项目的良好基础，为可研 报告编制与评审提供了 ...

Core Insights - In 2025, China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours, marking the first time a single economy has reached this milestone, driven by robust economic growth and structural optimization in electricity consumption [1][2] Group 1: Electricity Demand Growth - The report indicates that electricity consumption in high-tech and equipment manufacturing industries will grow by 6.4% year-on-year in 2025, surpassing the average growth rate of the manufacturing sector by 3 percentage points [2] - The automotive manufacturing sector is expected to see a double-digit growth in electricity consumption, with a growth rate of 10.9% [2] - The photovoltaic equipment and components manufacturing industry will experience a significant increase, with a growth rate of 11.3% in the fourth quarter, reflecting positive responses to the "anti-involution" policies [2] Group 2: Structural Changes in Industries - The report highlights that all nine sectors within high-tech and equipment manufacturing will achieve positive growth in electricity consumption, indicating a shift towards high-end and green transformation in manufacturing [2] - The third sector, including services like charging and swapping services, mobile internet, big data, and cloud computing, is experiencing rapid growth, showcasing the vitality of the digital economy and new infrastructure development [2] Group 3: Future Projections - For 2026, the total electricity consumption in China is expected to reach between 10.9 trillion and 11 trillion kilowatt-hours, with a year-on-year growth of 5% to 6% [2] - The report anticipates that by the end of 2026, the installed capacity of solar power will surpass that of coal power for the first time, with the combined installed capacity of wind and solar power reaching half of the total installed generation capacity [2]

Core Viewpoint - The implementation of the national capacity pricing policy for energy storage is expected to stabilize revenue expectations and stimulate investment enthusiasm among owners, which is significant for investment decisions by state-owned enterprises and other clients [1][7]. Group 1: Capacity Pricing Mechanism - The new capacity pricing mechanism categorizes and improves the pricing for coal, natural gas, pumped storage, and new energy storage, ensuring reasonable pricing for regulatory capacity [2][9]. - The document mandates that the proportion of fixed cost recovery through capacity pricing for coal power plants be raised to no less than 50% by 2026, with potential for further increases based on local market conditions [10]. - For new energy storage, local governments can provide capacity pricing for independent energy storage stations that do not participate in mandatory storage, which will be included in local system operating costs [2][12]. Group 2: Economic Impact and Growth Projections - The capacity pricing is expected to provide high revenue certainty, significantly boosting domestic energy storage installations, with projections indicating a growth rate of 84% year-on-year for new energy storage installations in 2025, reaching 183 GWh [5][6]. - The establishment of the capacity pricing mechanism is anticipated to enhance the investment return rate for projects, increasing from 4.1% to 6.3% with a capacity price of 55 yuan/kW [5][4]. - The capacity pricing policy is seen as a critical support for the independent development of energy storage, transitioning the industry from cost competition to value creation [1][7]. Group 3: Industry Dynamics and Competitive Landscape - The introduction of a reliability capacity compensation mechanism will strengthen assessments and encourage owners to improve the quality of energy storage products, benefiting high-quality products and promoting industry consolidation [6][7]. - The policy changes are expected to lead to a rational return of investment in the pumped storage sector, with new projects relying more on actual market demand [11][13]. - The energy transition is supported by the development of regulatory power sources, which will help alleviate downward pressure on electricity prices and enhance the absorption of renewable energy [9][13].

Core Viewpoint - The article highlights the improvements in the capacity mechanism for power generation, which promotes the development of adjustable power sources and facilitates the consumption of renewable energy [1] Group 1: Capacity Mechanism and Pricing - The capacity pricing for coal power is being enhanced while the long-term price floor is being relaxed, which may lead to downward pressure on comprehensive sales prices in regions with excess capacity [1] - The significant changes in the pumped storage pricing mechanism will result in new pumped storage projects relying more on the actual demand in the local electricity market for revenue generation [1] Group 2: Impact on Energy Sources - The introduction of capacity pricing policies is expected to be a crucial support for the independent development of energy storage [1] - The potential further decline in long-term electricity prices for thermal power in certain provinces may impact the nuclear power market prices in those areas [1] - The development of adjustable power sources is beneficial for enhancing the consumption of renewable energy and alleviating downward pressure on electricity prices [1]

时政要闻 国务院：规范政务应用程序管理，不得强制下载使用政务APP 近日，国务院办公厅印发《政务移动互联网应用程序规范化管理办法》（以下简称《办法》），统筹为 基层减负和赋能，防治"指尖上的形式主义"和政务服务中的"面子工程"，规范政务移动互联网应用程序 （以下简称"政务应用程序"）管理。 《办法》明确，政务应用程序是指各级行政机关、群团组织、事业单位开发建设，或依托各类互联网平 台搭建，运行在移动智能终端上，为内部工作人员办公、管理、学习提供支撑服务的应用软件，包括移 动客户端（App）、小程序、快应用等。 商务部：以服务业为重点，有序扩大电信、医疗、教育等领域自主开放 1月26日，商务部外国投资管理司负责人王亚表示，2026年是"十五五"的开局之年，商务部将坚定不移 扩大高水平对外开放，着力塑造吸引外资新优势。深化外商投资促进体制机制改革，擦亮"投资中国"品 牌，全面深入实施自贸试验区提升战略，为"十五五"良好开局贡献力量。具体来看，商务部将重点做好 四方面工作： 一是以服务业为重点扩大市场准入和开放领域。有序扩大电信、医疗、教育等领域自主开放，推动试点 项目尽早落地，支持服务业外资企业延伸价值链，实现专 ...

中国电力企业联合会预测，2026年，太阳能发电装机规模将首次超过煤电装机规模，年底风电和太阳能 发电合计装机规模达到总发电装机的一半。 ...