证券日报网讯1月7日，三峡能源（600905）在互动平台回答投资者提问时表示，公司紧紧围绕"沙戈荒 大基地"和"海上风电大基地"两大战略重点，统筹推进陆上风电、光伏发电业务，深入推动抽水蓄能、 新型储能、光热等新兴业务发展，坚持做优增量项目，着力挖潜存量效益，加快新能源规模化开发、专 业化建设、高质量发展。 ...

12月22日，中国共产党甘肃省第十四届委员会第九次全体会议在兰州举行，全会审议通过了《中共甘肃 省委关于制定国民经济和社会发展第十五个五年规划的建议》，为今后五年全省发展作出总体设计、系 统部署。 "十五五"期间，甘肃将依托丰富的能源资源，统筹大基地、大通道、大消纳体系建设，建设超大型风光 电基地，加快陇电外送通道建设，实施新能源发展融合集成工程和"新能源+"行动，加强新能源大规模 开发和本地高比例消纳协同，壮大风电、光伏、光热、氢能、储能装备和新能源电池产业集群，推动甘 肃由能源大省向能源强省迈进。 丁巨胜表示，作为全国一体化算力网络国家枢纽节点之一，甘肃将统筹实施算力扩容聚链发展工程，加 强与东部地区算力高效协同，提升庆阳"东数西算"产业园承载力，推动算力服务、数据服务、设备制 造、信创产业等集聚发展。同时，实施好"人工智能+""数据要素×"行动，加快建设数智甘肃。 同时，针对第三产业规模总体较小、内部结构不尽合理的实际，甘肃将统筹开展服务业扩能提质行动， 提高现代服务业与先进制造业、现代农业融合发展水平，推进生产性服务业向专业化和价值链高端延 伸，推进生活性服务业向高品质、多样化、便利化发展。实施服务业 ...

坚持数智引领，做强全国一体化算力网络国家枢纽节点。将统筹实施算力扩容聚链发展工程，加快扩大 庆阳集群算力规模，加强与东部地区算力高效协同，提升庆阳"东数西算"产业园承载力，推动算力服 务、数据服务、设备制造、信创产业等集聚发展。同时，实施好"人工智能+""数据要素×"行动，全方位 赋能千行百业，加快建设数智甘肃。 强化产业支撑，促进服务业优质高效发展。将统筹开展服务业扩能提质行动，提高现代服务业与先进制 造业、现代农业融合发展水平，推进生产性服务业向专业化和价值链高端延伸，推进生活性服务业向高 品质、多样化、便利化发展。实施服务业企业倍增计划，支持服务业主体升规上限、企业做大做强。 夯实发展基础，健全现代化基础设施体系。将统筹推进传统基础设施和新型基础设施建设，积极谋划实 施兰州铁路枢纽优化提升、三大高速公路新通道和甘川新通道、白龙江引水、国家数据基础设施（甘 肃）区域功能节点、光网城市等一批重大基础设施项目，加快建设先进适用、体系完备、集约高效、安 全绿色的现代化基础设施体系。 中国甘肃网12月23日讯（西北角·中国甘肃网记者 程健）12月23日下午，甘肃省委召开新闻发布会，就 甘肃省第十四届委员会第九次全 ...

16日，2025新能源发展大会在甘肃省酒泉市所属的敦煌市开幕。本次大会以"风光无限 '绿'动未来——'十五五'新展望"为主题，来自吉 林、江苏、福建、四川、陕西、甘肃、青海、新疆等8个省（区）的政府部门、企业、高等院校、科研机构业内人士、专家学者齐聚一堂，共 话"十四五"新能源发展经验成果，共商未来新能源发展新机遇，并围绕新型能源体系建设展开深度探讨。 甘肃省委常委、副省长雷思维，中国工程院院士、兰州大学校长杨勇平，新华通讯社党组成员、秘书长徐玉长出席开幕式。 雷思维在致辞时说，近年来甘肃一手抓传统产业改造升级，以全产业链条思维强龙头、补链条、聚集群，石油化工、有色冶金、装备制造 等传统产业"老树发新芽"；一手培育壮大新能源、新材料、生物医药等新兴产业。2024年全省新材料产业产值达1305亿元，新能源及新能源装 备制造业产值达830亿元，全省着力打造的10多条产业链后发优势不断显现。 雷思维表示，目前，甘肃新能源装机7762万千瓦，占全省电力总装机的64.1%，提前完成"十四五"目标任务，装机和发电量占比均居全国 前列，光热装机规模全国首位。甘肃诚挚邀请各位嘉宾、各位朋友，走进甘肃，了解甘肃，投资甘肃，一道 ...

Core Insights - The electricity spot market is a key focus for high-quality development, with nuclear power and coal power transformation competing within the same ecological niche [1][2] - The primary driver for the growth of renewable energy is the Nationally Determined Contributions (NDC), while technological advancements play a secondary role [3] Group 1: Electricity Reform - There is no perfect template for electricity reform; a new type of production relationship is needed, with green electricity consumption as the main line and safety as the bottom line [1] - The issue of "energy trilemma" must be addressed, as water, wind, and solar all derive from the sun and require extensive mutual consumption [1] - A national unified electricity market needs to be established to facilitate this [1] Group 2: Electricity Spot Market - The electricity spot market is crucial for the high-quality development of renewable energy and ultra-high voltage systems [2] - The pricing system is shifting from a multi-track to a single-track system, with a transition from scalar to vector [2] - Key thresholds include: 15% renewable energy generation as a critical point for system cost increases, 15% as a point for grid prosperity, and 20% as a point for increased demand for flexible resources [2] Group 3: Growth of Renewable Energy - The growth of renewable energy primarily stems from NDC, followed by technological progress [3] - Investment recommendations include: 1. Secondary equipment from a grid safety perspective 2. Flexible resources such as nuclear power, coal power transformation, gas turbines, solar thermal, hydroelectric transformation, pumped storage, new energy storage, and user-side adjustments (virtual power plants, V2G, demand response) competing within the same ecological niche [3] 3. The construction of the electricity spot market requires improved metering infrastructure, including both electricity and carbon measurement [3]

Core Viewpoint - The meeting between China Energy Construction Corporation (China Energy) and Inner Mongolia Electric Power Survey and Design Institute focuses on strengthening cooperation in traditional energy, new energy, energy storage, and the construction of a new power system [1][3]. Group 1: Strategic Initiatives - China Energy is actively implementing the national energy security strategy, seizing opportunities from the "dual carbon" development goals [3]. - The company is concentrating on four major transformations: innovation-driven, green low-carbon, digital intelligence, and shared integration [3]. Group 2: Collaboration Opportunities - The Inner Mongolia Electric Power Survey and Design Institute recognizes China Energy's strong comprehensive strength, large asset scale, broad business layout, and high quality and efficiency [3]. - There is a mutual interest in deepening cooperation in areas such as traditional energy, new energy, solar thermal energy, energy storage, and large-scale external power delivery bases [3].

Core Viewpoint - The article highlights the transformation of Yumen from a resource-dependent economy to a diversified energy hub, showcasing resilience and innovation in the face of challenges [1][4][9]. Group 1: Historical Context and Challenges - Yumen's economy was historically reliant on oil, leading to vulnerability when oil production declined, illustrating the risks of a single-resource economy [4]. - The city faced a critical turning point in the 1990s, prompting key decisions to relocate and diversify its economic base before resources were depleted [4][5]. Group 2: Transition and Development - Yumen has leveraged its natural wind and solar resources to become a leading site for renewable energy, establishing itself as a significant player in China's energy transition [5][7]. - By the end of 2024, Yumen's total installed power capacity is projected to reach 7.19 million kilowatts, with cumulative renewable energy generation exceeding 76 billion kilowatt-hours [5][7]. Group 3: Industry and Infrastructure - The city is developing a comprehensive energy infrastructure, including a 750 kV substation and a robust transmission network to facilitate energy distribution [7]. - Yumen has attracted nine renewable energy equipment manufacturing companies, creating a core industrial chain that supports wind, solar, and energy storage technologies [7][8]. Group 4: Broader Economic Impact - The transformation has led to a diversified industrial structure, with investments in modern chemical projects and the growth of the tertiary sector, enhancing economic resilience [8]. - Yumen has received multiple accolades, including recognition as a national garden city and an advanced ecological civilization city, reflecting its commitment to sustainable development [8].

Core Viewpoint - The development of renewable energy in Xinjiang, particularly wind and solar power, is significantly contributing to local employment and high-quality economic growth, while also enhancing the energy supply to other regions in China [3][5][6]. Group 1: Renewable Energy Projects - Xinjiang is witnessing the awakening of its desert and Gobi regions through the establishment of renewable energy projects, such as the 100,000 kW wind power project in Ruoqiang County by Xintian Green Energy [3]. - The Tianshan Gobi Energy Base project is notable for its large scale and complex geological conditions, with significant contributions from China Huadian and China Resources Group [3][5]. - The Hami-Chongqing ±800 kV UHVDC transmission project, which began operation on June 10, 2023, is designed to transport clean energy from Xinjiang to central and southwestern China, with over 70% of its power sourced from renewable energy [5][6]. Group 2: Energy Transmission and Market Integration - Xinjiang has established a comprehensive "electricity network" with three UHVDC transmission channels connecting to central, eastern, and southwestern regions, facilitating the transfer of energy advantages to national development [5][6]. - The green electricity trading between Xinjiang and Shanghai has increased by 24% this year, with a total of 23 transactions, showcasing the integration of Xinjiang's renewable energy into the national market [6]. Group 3: Energy Storage and Stability - The total installed capacity of new energy storage in Xinjiang reached 12.41 million kW by the end of July 2023, positioning it among the top in the country [6]. - The development of a multi-faceted regulation system combining new energy storage and pumped storage is crucial for maintaining stability in the power system as large-scale renewable energy is integrated [6]. Group 4: Future Outlook - The proportion of clean energy in Xinjiang's energy structure is expected to continue rising, with the total installed capacity of the grid reaching 226 million kW by the end of July 2023, of which approximately 60% is from clean energy sources [6].

Core Viewpoint - Xinjiang is transforming its arid landscapes into a hub for green energy, significantly contributing to local employment and high-quality development [3][5]. Group 1: Project Developments - The Xinjiang Tianshan North Gobi Energy Base project is notable for its large scale and complex geological conditions, aiming to produce wind energy that will be transmitted to Chongqing via the Hami-Chongqing ±800 kV UHVDC project [3][5]. - The Hami-Chongqing ±800 kV UHVDC project, launched on June 10, 2023, is the third "Xinjiang Power Transmission" DC channel, with a total installed capacity of 14.2 million kW, over 70% of which comes from renewable sources [5][7]. Group 2: Energy Transmission and Market Integration - Xinjiang has established a comprehensive "electricity network" with three UHVDC channels connecting to central and eastern China, facilitating the transfer of clean energy and supporting regional industrial upgrades [5][7]. - In 2023, Xinjiang's green electricity transactions with Shanghai increased by 24%, with a total of 23 transactions, showcasing the effectiveness of precise scheduling and trading in the national electricity market [7]. Group 3: Energy Storage and Stability - As of July 2023, Xinjiang's new energy storage capacity reached 12.41 million kW, positioning it among the top in the country, complemented by the upcoming 1.2 million kW pumped storage power station in Fukang [7]. - The development of new energy storage in Xinjiang is characterized by large-scale, market-oriented, and diversified growth, aligning with the needs of the new power system [7][8]. Group 4: Renewable Energy Capacity - By the end of July 2023, Xinjiang's total installed power capacity reached 226 million kW, with clean energy sources (hydropower, solar, wind) accounting for approximately 60% of the total [8].

Core Viewpoint - China Energy Construction Group focuses on its main responsibilities in energy power and infrastructure, enhancing core functions and competitiveness while contributing to China's modernization journey [2] Traditional Energy Business Transformation - The company leverages its advantages in research, talent, and management to upgrade traditional energy operations, significantly contributing to energy conservation and environmental protection [3] - Total installed capacity has surpassed 165 million kilowatts, with 36 units of 1 million kilowatts and nearly 70 units of 660,000 kilowatts constructed, along with over 420 operational units of various capacities [3] New Energy Business Development - The company seizes opportunities in the new energy sector, with installed capacity in wind, solar, thermal, hydrogen, and energy storage exceeding 50 million kilowatts [4] - The proportion of new energy business increased from 12.85% in 2020 to 38.47% in the first half of 2025, with orders growing by 7.4 times [4] - Major projects include the 2 million kilowatt solar project in Ordos and the 4.1 million kilowatt new energy base in Xinjiang, contributing to the "dual carbon" goals [4] Infrastructure Business Advancement - The company is expanding its infrastructure business, focusing on the Yangtze River Delta and Guangdong-Hong Kong-Macao Greater Bay Area, with over 80 million square meters of construction area [6] - Notable projects include the first concentrated delivery of residential projects at Guangzhou Baiyun Airport and the award-winning smart expressway project for the Hangzhou Asian Games [6] International Business Expansion - The company actively develops its international business along the "Belt and Road" initiative, extending operations to 24 countries and regions [7] - Projects such as the Brunei Hengyi project and the Turkish Hunutlu power plant have received national awards, showcasing the company's quality and standards [7] - Future plans include focusing on core responsibilities and achieving high-quality goals for the 14th Five-Year Plan while establishing itself as a competitive global engineering service provider [7]