央视网消息（焦点访谈）：这个国庆假期，正是放松身心的好时节。秋高气爽，温度适宜，也是适合出游的好时候。说到温度，今年夏天的闷热相信大 家都有实实在在的体感，一些地方甚至超过了40℃，当然用电量也是一再飙升。不过，虽然用电量不断"破纪录"，却并没有限电，更不会拉闸。极端高温直 接"烤"验了支撑系统的稳定与安全，这背后又有什么"硬核操作"呢？ 今年夏天，高温来得早、持续久、强度大。高温地图上红彤彤的一片，真是火辣辣的"烤"验。 天儿热，人恨不得一直待在空调房里，用电负荷自然也是蹭蹭地涨。最高峰是7月16日那天，全国的用电负荷史无前例突破了15亿千瓦。 中电联电力发展研究院能源研究部主任韩超："比如家庭常用的40瓦照明灯具，15.08亿的最大负荷就相当于接近380亿盏这样的照明灯，同时点亮的效 果。" 380亿盏灯同时点亮，大约相当于全国每人同时点着27盏灯，这可真够壮观的。 如果一天说服力不够，我们把时间线拉长到一个月来看看。记者查询了一下国家能源局发布的数据，又发现一个历史纪录：7月，我国单月用电量首次 突破1万亿千瓦时大关，同比增长8.6%，这也刷新了世界纪录。那么，这1万亿千瓦时又是什么概念呢？ 韩超："比 ...

9月29日，宁夏石嘴山平罗县审批服务管理局发布废止新型储能项目的公告，共废止4个 储能项目，共计8 0 0MW/ 1 6 00MWh，废止原因为备案文件逾期。 此前，8月2 2日，宁夏石嘴山市大武口区发展和改革局发布关于废止一批新型储能项目的 公告。共废止四个储能项目，合计650MW/ 1800MWh，其中有三个废止原因为备案文件 逾期，1个因为投资主体放弃。 宁夏废止一批新型储能项目，总规模1 . 8GWh 文 | 平罗县人民政府 | 序 | | | | | 备素时 | 项目计划 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 项目名称 | 项目规模 | 建设单位 | 建设地点 | | 投资(万 | 清理废止原因 | | 름 | | | | | 间 | 元) | | | | 宁夏含光新能源有 限公司陶乐 | | 宁夏含光新 | | 2022年 | | | | 1 | 200MW/400MWh共 | 200MW/400MWh | 能源有限公 | 平眉县 | 10月 | 80000 | 备案文件逾期 | | | | | 司 | 陶乐镇 | | ...

Core Insights - The recent auction results for renewable energy prices in Shandong Province have raised concerns among investors regarding the profitability of solar and wind projects, with solar prices dropping to 0.225 yuan/kWh and wind prices at 0.319 yuan/kWh, both significantly lower than expected [1][3][4] - The mechanism price is part of a new pricing system aimed at stabilizing revenue for renewable energy projects, but the low auction results indicate a potential shift in investment dynamics within the sector [1][2][3] Group 1: Auction Results and Market Reactions - The auction results revealed a mechanism price of 0.225 yuan/kWh for solar projects, with an 80% mechanism volume ratio, and 0.319 yuan/kWh for wind projects, with a 70% mechanism volume ratio, indicating a significant drop in expected returns [3][4] - Industry reactions to the low prices have been mixed, with some anticipating the price drop due to high competition among bidders, while others express disappointment as they had hoped for prices that would allow for profitability [3][4] - The mechanism price represents a 43% decrease for solar and a 19.2% decrease for wind compared to the benchmark coal price of 0.3949 yuan/kWh, highlighting the impact on new projects' profitability [4] Group 2: Policy Changes and Investment Dynamics - Recent policy changes from the National Development and Reform Commission and the National Energy Administration aim to accelerate the construction of the electricity spot market and promote new energy consumption, indicating a shift in investment models for renewable energy [2][5] - The low mechanism prices signal that the market may not require as many solar investors in the short term, suggesting a strategic shift towards wind energy projects [5] - The competitive landscape is changing, with many investors submitting low bids to secure project approvals, reflecting a challenging environment for maintaining profitability in solar energy investments [4][5] Group 3: Future Outlook and Strategic Adjustments - The current low mechanism prices may not become the norm, as the tight timeline for project approvals and the potential for even lower market prices could lead to greater losses for investors [5][6] - Industry experts suggest that to improve the situation, policies may need to allow for more flexible timelines and encourage companies to withdraw from unprofitable projects, which could fundamentally alter supply and demand dynamics [5][6] - The focus for future market development is expected to shift towards high-quality projects, with cost control becoming increasingly important for profitability in regions with less competitive solar markets [5][6]

Core Insights - The recent auction results for renewable energy prices in Shandong Province have raised concerns among investors regarding the profitability of solar and wind projects, with solar prices dropping to 0.225 yuan/kWh and wind prices at 0.319 yuan/kWh, both significantly lower than expected [1][3][4] - The new pricing mechanism introduced by the government aims to stabilize revenues for renewable energy projects but has led to a competitive bidding environment where many participants are undercutting prices to secure contracts [1][3][5] Summary by Sections Mechanism Pricing and Market Reactions - The mechanism pricing for solar energy was set at 0.225 yuan/kWh, which is lower than the expected 0.26 yuan/kWh, causing alarm among investors as it may not cover operational costs for many projects [1][3][4] - The auction results indicate a significant drop in expected revenues, with solar and wind prices falling by 43% and 19.2% respectively compared to the benchmark coal price [4][5] Policy Changes and Industry Impact - Recent policy changes from the National Development and Reform Commission and the National Energy Administration aim to accelerate the construction of the electricity spot market and promote new energy consumption [2][5] - The new pricing mechanism is seen as a critical step for renewable energy to secure a foothold in the electricity market, but it also places the onus of demand on electricity users rather than the grid [2][5] Investment Trends and Challenges - The low mechanism prices have led to a reduction in investment enthusiasm, with many investors reporting difficulty in finding funding for projects due to the unfavorable pricing environment [3][6][7] - The competitive landscape has shifted, with fewer investors willing to engage in projects that do not meet profitability thresholds, leading to a consolidation of investment interest in high-quality projects [5][7] Storage and Future Prospects - The introduction of new policies has improved the outlook for independent energy storage projects, with significant growth in installed capacity reported [10][11] - However, challenges remain in ensuring that storage projects can effectively participate in the market, as many still lack the necessary performance metrics to be profitable [12][13] Long-term Outlook - The future of renewable energy deployment is expected to slow down due to various factors, including the need for coal power to support the grid and the ongoing adjustments in market mechanisms [13][14] - The industry is urged to focus on improving project economics and ensuring that policies align with market realities to foster sustainable growth in the renewable energy sector [14][15]

Core Viewpoint - The recent auction results for renewable energy prices in Shandong Province have raised concerns about the profitability of solar projects, with the mechanism price for solar set at 0.225 yuan/kWh, significantly lower than expected, leading to a potential decline in investment interest in the sector [1][4][5]. Group 1: Mechanism Price and Market Reactions - The mechanism price for solar energy in Shandong is set at 0.225 yuan/kWh, with 80% of the selected projects being distributed solar projects, indicating a significant drop in expected returns for investors [4][5]. - The auction results have led to mixed reactions in the market, with some industry participants anticipating low bids due to high competition, while others express disappointment over the inability to maintain profitability at such low prices [5][6]. - The mechanism price reflects a 43% decrease compared to the benchmark coal price of 0.3949 yuan/kWh, indicating a substantial impact on the revenue of new solar projects [5][6]. Group 2: Policy Changes and Investment Landscape - Recent policy changes from the National Development and Reform Commission and the National Energy Administration aim to accelerate the construction of the electricity spot market and promote new energy consumption, indicating a shift in investment models for renewable energy [2][6]. - The current investment environment is characterized by a cautious approach from investors, with many projects being terminated due to insufficient conditions, such as unmet profitability requirements and limited grid capacity [7][9]. - The focus of future market development is expected to shift towards high-quality projects, with a significant reduction in non-technical costs anticipated in regions with less competitive solar markets [7][9]. Group 3: Storage and New Energy Integration - The introduction of new pricing mechanisms for energy storage and nearby consumption is seen as a positive development, although practical implementation remains challenging due to various concerns, including high costs and operational risks [10][11]. - The recent policy changes have improved the investment landscape for independent energy storage projects, with significant growth in installed capacity reported [13][14]. - Despite the potential for growth in the energy storage sector, not all projects will benefit equally, as performance and operational reliability remain critical factors for success [15][16].

齐鲁晚报·齐鲁壹点记者 王瑞超 实习生 李文慧 通讯员 毕建伟 王斌 张昊东 今年夏季，齐鲁大地被高温笼罩，商场里中央空调持续送风，居民家中电扇、空调连轴运转——但大多 数人未曾察觉，这背后是一场度夏保供的"极限测试"——山东电网负荷8次刷新纪录，最高达1.3021亿 千瓦。 放眼全国，用电负荷随气温同步攀升，全国用电负荷4次刷新纪录，在国家电网经营区，6个区域电网负 荷同步创新高。各地电网频频承压，迎峰度夏成为检验新型电力系统成色的关键战场。山东作为经济大 省、能源生产消费大省、新能源装机大省与特高压受端大省，其电网特征高度浓缩了中国能源转型的挑 战与前沿探索，"无感"度夏的保供答卷，生动勾勒出全国能源保供的未来图景。 "三驾马车" 夯实源侧关键基础 面对1.3亿千瓦的负荷峰值与持续高负荷运行的考验，山东电网何以实现"稳字当头"？答案在于新能 源、外电、常规电源协同配合的"三驾马车"。在今年迎峰度夏中，更是创下三项新纪录：新能源出力与 电网负荷同创新高；入鲁外电首次突破3000万千瓦；火电机组"双零"管理突破性拓展至60万千瓦级。 作为全国首个风光装机破亿千瓦的省级电网，新能源已成为山东新增电源装机和新增发 ...

Group 1 - In July, China's electricity consumption exceeded 1 trillion kilowatt-hours for the first time, marking an 8.6% year-on-year increase, which is unprecedented globally [1] - The total installed power generation capacity in China reached 3.67 billion kilowatts by the end of July, a year-on-year increase of 18.2%, equivalent to the capacity of over 160 Three Gorges dams [2] - Renewable energy generation increased by 15.6% in the first half of the year, with one-third of the total electricity consumption coming from green energy sources [3] Group 2 - The electricity supply remained stable this summer due to the orderly commissioning of various power sources, including the largest thermal power plant and significant wind and hydropower projects [2][4] - Over 40 ultra-high voltage projects have been put into operation, enhancing cross-regional transmission capacity by over 400 million kilowatts, providing a solid infrastructure guarantee for electricity supply [5] - A new electricity trading mechanism was launched in July, allowing for continuous power trading across different grid operating areas, facilitating the transfer of over 20 billion kilowatt-hours of electricity [6] Group 3 - Energy storage systems have significantly increased their capacity, with new storage installations growing nearly 30 times in five years, providing flexibility in managing electricity supply and demand [7] - Demand-side resources, such as electric vehicle charging stations, are being utilized to alleviate peak load pressures, with initiatives like virtual power plants being implemented [8] - The overall power generation in China has rapidly increased from 4.3 billion kilowatt-hours in 1949 to over 10 trillion kilowatt-hours in 2024, accounting for about one-third of global power generation [8] Group 4 - The future power system in China aims to be clean, low-carbon, safe, abundant, economically efficient, and flexible, contributing to economic vitality and improved quality of life [9]

Core Viewpoint - The article discusses the draft of the "Implementation Rules for Long-term Cross-Province Electricity Trading in the Northwest Region - New Energy Storage Trading Chapter," aimed at promoting the development of the energy storage industry and facilitating the construction of a new power system in the Northwest region [3]. Group 1: New Energy Storage Trading Definition - New energy storage trading refers to the long-term electricity trading varieties based on the charging and discharging capacities of new energy storage stations [5]. - This trading is part of the cross-province electricity long-term trading in the Northwest region and will be organized by electricity trading institutions on various time cycles [5]. Group 2: Participants in New Energy Storage Trading - The participants in new energy storage trading are independent energy storage stations, which must meet specific technical and regulatory requirements [6]. - Non-independent energy storage stations can opt to become independent if they meet the necessary conditions [6]. Group 3: Establishing a New Energy Storage Trading Mechanism - Independent energy storage stations can participate in cross-province electricity trading as both wholesale users and power generation enterprises, but cannot participate in both roles simultaneously [7]. - The trading methods include bilateral negotiation, listing, and centralized bidding [7]. - The pricing mechanism for charging and discharging transactions will be market-driven [8]. Group 4: Contract Signing and Execution - Contracts for the transfer of charging or discharging quantities can be conducted upon mutual agreement between the parties involved [8]. Group 5: Measurement and Settlement - The settlement of cross-province electricity trading contracts will be based on actual dispatch results, with a daily clearing and monthly settlement approach [9].

Core Viewpoint - Inner Mongolia is leading the exploration of sustainable business models for new energy storage systems, with a total compensation amount exceeding 200 million yuan for discharge volume by mid-2025, aiming to accelerate the construction of a new power system [2][3]. Group 1: Policy and Compensation - The Inner Mongolia Energy Bureau has issued a notification to accelerate the construction of new energy storage systems, providing a compensation standard of 0.35 yuan per kilowatt-hour for projects completed by 2025 [2]. - The compensation for discharge volume will be implemented on a principle of "one year fixed, ten years fixed," ensuring long-term support for the investment owners of energy storage stations [2]. - By mid-2025, the total compensation amount transferred to new energy storage stations by Inner Mongolia Power Company and State Grid Mengdong Electric Power Company reached 20,875.16 million yuan [3]. Group 2: Market Dynamics - New energy storage systems are crucial for enhancing the consumption of renewable energy, but many face profitability challenges, necessitating the exploration of sustainable business models [2]. - Independent new energy storage stations can participate in the electricity spot market, charging during low-price periods and discharging during peak prices to earn profit from price differences, transforming from cost centers to profit centers [2].

Group 1 - The total compensation for the discharge amount of independent new energy storage power stations in Inner Mongolia has exceeded 200 million yuan [1] - The Inner Mongolia Energy Bureau has implemented measures to boost the confidence of investors in new energy storage projects, including a notification issued in March 2025 that outlines compensation for discharge amounts over a ten-year period [1] - A dual revenue model of "discharge amount compensation + spot price difference" has been established to transform energy storage from a cost center to a profit center [1] Group 2 - As the installed capacity of renewable energy in Inner Mongolia continues to expand, new energy storage is entering a phase of scale development, positioning Inner Mongolia as a new hub for the energy storage industry [2]