1月12日，记者从省政府新闻办召开的新闻发布会获悉，"十四五"以来，全省经济持续回升向好，全社 会用电量持续攀升，对电力保供提出更高要求。贵州综合施策、积极应对，在保障电力安全的前提下有 序推进新型电力系统建设，电力保障"顶住了峰、兜住了底"。 一是不断夯实多能互补格局。贵州立足全省能源资源禀赋，坚持先立后破、通盘谋划，新增电力装机 3242万千瓦。煤电基础保障能力持续提升。全力推进新能源与煤电联营，有效激发煤电项目建设积极 性，盘州新光、安顺普定等先进煤电项目建成投运，新增煤电装机396万千瓦，夯实了电力保障基础。 新能源装机快速增长。大力推动风电、光伏等新能源集中式发展，结合乡村振兴战略有序推动"千乡万 村驭风行动"和"千家万户沐光行动"，新增新能源装机2601万千瓦，较"十四五"初期增长201.6%，既满 足了绿色电力发展需求，又以"新"带"新"带动了新能源装备制造发展。系统调节能力有效提升。自2023 年起推进新型储能示范项目建设，创造了当年全国建成并网规模最大、建成速度最快的纪录，截至2025 年12月底，全省已建成新型储能电站245万千瓦，为新型电力系统配上了"充电宝"，有效提升了电力系 统调节能 ...

电，跟每个人都息息相关。今年，夏季高温时连续两个月用电量突破万亿千瓦时大关；路上的新能源汽 车越来越多，充电也变得越来越方便；不仅如此，和AI对话成了每个人的新习惯，爆发式增长的算力 需求，背后也离不开电力的支撑。 你发现生活里用电模式更新了吗 记者：您觉得关于新能源的一些变化有哪些呢？ 村民李晓岚：我们在楼顶，家家户户都装了光伏板。 村民何晨浩：生态也越来越好了，尤其像风机也是越来越多了。 义乌市双童日用品有限公司总经理李二桥：今年我们更新最大的一个地方，就是我们整个绿电的使用。 我们很多国外的客户，他们现在也是非常推崇这种绿色理念。接到国外的订单更加方便。 浙江好材好非织造布有限公司厂长赵甲振：我们今年在厂房的楼顶上装了这个光伏的发电。我们现在基 本的生活用电都是我们自己发的。用不完的电我们又可以并入国家电网，给公司也创造了一定的收入。 村民李晓岚：村里每个月给我们50度免费用的电，这一年下来也能省不少钱。我们这里环境也好了，空 气很清新，城里很多人周末都会到我们这个地方来旅游，人气也越来越旺了。 浙江天能动力能源有限公司总经理助理陈志远：新型储能电站就建在我们的园区，它能够让我们晚上的 电充好以后，在白 ...

电，跟每个人都息息相关。今年，夏季高温时连续两个月用电量突破万亿千瓦时大关；路上的新能源汽车越来越多，充电也变得越来越方便；不仅如此，和 AI对话成了每个人的新习惯，爆发式增长的算力需求，背后也离不开电力的支撑。 你发现生活里用电模式更新了吗 记者：您觉得关于新能源的一些变化有哪些呢？ 村民 李晓岚：我们在楼顶，家家户户都装了光伏板。 村民 何晨浩：生态也越来越好了，尤其像风机也是越来越多了。 浙江天能动力能源有限公司总经理助理 陈志远：新型储能电站就建在我们的园区，它能够让我们晚上的电充好以后，在白天高峰时候能够用起来，每年可 以节约上百万用电成本。 国家电投五凌电力值班站长 戴文：今年不断有一些更智能化、智慧化的一些设备在加入我们的光伏行业，工作效率大大提高了。 记者探访： 义乌市双童日用品有限公司总经理 李二桥：今年我们更新最大的一个地方，就是我们整个绿电的使用。我们很多国外的客户，他们现在也是非常推崇这种 绿色理念。接到国外的订单更加方便。 浙江好材好非织造布有限公司厂长 赵甲振：我们今年在厂房的楼顶上装了这个光伏的发电。我们现在基本的生活用电都是我们自己发的。用不完的电我们 又可以并入国家电网，给公 ...

浙江天能动力能源有限公司总经理助理 陈志远：新型储能电站就建在我们的园区，它能够让我们晚上的电充好以后，在白天高峰的时候用起 来，每年可以节约上百万元用电成本。 央视网消息：电跟每个人都息息相关。今年，夏季高温时连续两个月用电量突破了万亿千瓦时大关；路上的新能源汽车越来越多，充电也变得 越来越方便；不仅如此，和AI对话成了每个人的新习惯，爆发式增长的算力需求，背后也离不开电力的支撑。接下来，我们来关注日常察觉 不到、但又无处不在的"电"。 记者：您觉得关于新能源的一些变化有哪些呢？ 村民 李晓岚：我们在楼顶，家家户户都装了光伏板。 义乌市双童日用品有限公司总经理 李二桥：我觉得今年我们更新最大的一个地方就是整个绿电的使用，很多国外的客户现在也是非常推崇这 种绿色理念，接到国外的订单更加方便。 村民 何晨浩：生态也越来越好了，尤其像这个风机也是越来越多了。 浙江好材好非织造布有限公司厂长 赵甲振：我们今年在厂房的楼顶上装了光伏发电，现在基本的生活用电都是我们自己发的，用不完的电又 可以并入国家电网，给公司也创造了一定的收入。 村民 李晓岚：村里面每个月给我们50度免费用的电，这一年下来也能省不少钱。我们这里环境 ...

Core Viewpoint - The development of the Chongqing power grid is crucial for enhancing energy supply security and supporting economic growth, with significant investments and projects underway to improve infrastructure and integrate renewable energy sources [1][4][9]. Group 1: Infrastructure Development - The approval of the Yuchuan back-to-back interconnection project will establish a new flexible DC back-to-back converter station in Chongqing, increasing the conversion capacity by 3 million kilowatts, thereby enhancing interconnectivity between the national and southern power grids [1]. - During the 14th Five-Year Plan, the Chongqing power grid has focused on building a strong power supply network, with significant projects like the 1000 kV ultra-high voltage project increasing power transmission capacity by 4 million kilowatts [2]. - The total investment in power grid construction during the 14th Five-Year Plan reached 58.2 billion yuan, a 39.9% increase compared to the end of the 13th Five-Year Plan, with installed power capacity exceeding 42 million kilowatts [3]. Group 2: Renewable Energy Integration - Chongqing has seen a significant increase in renewable energy capacity, with an annual growth rate of over 35.75% for wind and solar energy installations, reaching a total of 8.15 million kilowatts [6]. - The commissioning of the first million-kilowatt pumped storage power station in the Southwest region has enhanced the grid's ability to adjust and integrate renewable energy sources [4]. - The city has implemented a "Million Kilowatt Rooftop Distributed Photovoltaic" initiative, adding 239.64 thousand kilowatts of rooftop solar capacity, contributing to a total of over 5 million kilowatts of solar power [6]. Group 3: Energy Consumption and Electric Vehicles - The rise of electric vehicles in Chongqing has led to a significant increase in charging infrastructure, with 6,170 public charging stations and 382,000 private charging piles installed, achieving a total charging volume of 1.705 billion kilowatt-hours [8]. - The company has invested 1.6 billion yuan in enhancing the power supply for charging facilities, ensuring stable and quality electricity for electric vehicle users [7]. - The promotion of green energy consumption is transforming the lifestyle of residents and tourists, with a growing emphasis on low-carbon energy use in transportation and daily activities [7]. Group 4: Future Plans and Goals - The company aims to develop a new power system that is clean, low-carbon, safe, and efficient, while actively integrating high-quality clean energy and advancing new business models like virtual power plants [9]. - Plans for the 15th Five-Year Plan include enhancing the power grid's capacity and flexibility, ensuring a balance between local and external power sources, and supporting the transition to a low-carbon economy [9].

Core Viewpoint - Wanliyang's energy storage business focuses on investment, construction, operation, and maintenance of new energy storage power stations, with no current plans to adopt solid-state batteries [2] Group 1: Company Overview - The company is engaged in the investment, construction, operation, and maintenance of new energy storage power stations [2] - Future decisions regarding the adoption of solid-state batteries will depend on business needs and the technology and cost of energy storage batteries [2]

Core Viewpoint - The 15th National Games showcased a groundbreaking "high-reliability grid + new energy storage online" power supply system, replacing traditional diesel generators and achieving zero emissions while ensuring stable power supply for large events [1][2][5]. Group 1: Technological Innovation - The event utilized a unique "electric light water mist" system to simulate the main torch flame, demonstrating the integration of technology and environmental sustainability [1]. - The new power supply system is described as a "city grid + super battery" multi-insurance system, marking a pioneering approach in power supply for large-scale events [5]. Group 2: Power Supply Security - A three-tiered power supply security system was established, featuring four dedicated power lines, instant response from new energy storage, and UPS backup, ensuring uninterrupted power supply during the event [5]. - This innovative power supply model is expected to be widely adopted in future large events, concerts, and conferences, enhancing the reliability of power supply [5]. Group 3: Broader Applications - The energy storage technology is not only beneficial for major events but also plays a crucial role in high-end manufacturing, where power quality is critical [8]. - The introduction of the "grid + storage" system helps maintain voltage stability, preventing production disruptions in sensitive environments like semiconductor manufacturing [8]. - The company is working on miniaturizing and mobilizing energy storage systems for various applications, including emergency power supply and temporary events [8][9].

Core Insights - The onset of winter heating in northern China has led to record high electricity loads, increasing pressure on the power grid [1] - New energy storage projects are rapidly scaling up, becoming essential for stabilizing electricity supply during peak demand periods [2][3] Industry Developments - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote the development of new energy storage, emphasizing the need for advanced and efficient storage technologies [2] - Storage has transitioned from being an optional component to a necessary one in the energy landscape, driven by policy and market incentives [2] Company Initiatives - Jinko Power Technology Co., Ltd. is expanding its energy storage business, focusing on grid-side storage projects with a total capacity exceeding 10 GWh [2][3] - The company has successfully connected its 100 MW/200 MWh energy storage project in Feidong to the grid, marking a significant milestone in its operations [3] Market Trends - By the end of September 2025, China's new energy storage capacity is expected to exceed 100 million kilowatts, representing a more than 30-fold increase compared to the end of the 13th Five-Year Plan [3] - The independent storage sector is moving towards market-driven operations, with clearer profit pathways emerging from electricity market arbitrage and auxiliary services [4][5] Future Outlook - The role of large-scale energy storage in the power system is expected to grow, with its profitability likely to expand, positioning it as a core asset in the new energy landscape [6] - Companies that integrate energy storage with renewable energy generation and trading will have a competitive edge in the evolving market [6]

Core Viewpoint - The article discusses recent policy developments in China's energy sector, particularly focusing on the promotion of new energy consumption and regulation, highlighting the importance of establishing a capacity pricing mechanism for new energy storage alongside traditional coal and pumped storage power [4][5]. Group 1: Policy Developments - The National Development and Reform Commission and the National Energy Administration released guidelines to enhance the consumption and regulation of new energy [4]. - The guidelines emphasize the need to improve the capacity pricing mechanism for coal power, pumped storage, and new energy storage, indicating that new energy storage may be aligned with coal power in terms of capacity pricing [5]. Group 2: Regional Initiatives - Inner Mongolia will continue to provide compensation for energy storage in 2026, although the compensation standard will decrease by 20% from 2025, remaining at a relatively high level [6]. - The compensation standard for independent new energy storage stations in Inner Mongolia is set at 0.28 yuan/kWh for 2026, down from 0.35 yuan/kWh in 2025, but still offers a favorable economic outlook for projects [6]. Group 3: Market Dynamics - The capacity pricing mechanism is expected to evolve, ensuring the healthy and orderly development of the energy storage industry, with costs being passed on to commercial users [7]. - The profitability of energy storage stations is influenced by the installation of wind and solar power, creating a "seesaw effect" where increased storage capacity can lead to decreased capacity fees and narrowed arbitrage margins [8].

Core Viewpoint - The company held a successful Q3 2025 earnings presentation, engaging with investors and addressing 17 questions with a 100% response rate, indicating strong investor relations and transparency [1] Group 1: Company Strategy and Operations - The company is currently constructing 10 pumped storage power stations with a total installed capacity of 12 million kilowatts, expected to be operational by the 14th Five-Year Plan or early in the 15th Five-Year Plan [4] - The company is focusing on both pumped storage and new energy storage projects to diversify its business and enhance funding for its main operations [2][3] - The company has invested in three pumped storage projects in Inner Mongolia, indicating a strategic focus on regions with significant renewable energy resources [5] Group 2: Market Position and Competitive Advantage - Pumped storage is recognized as the most mature and widely used long-duration energy storage solution, with the lowest lifecycle costs, making it essential for large-scale grid regulation [3] - The company aims to optimize project site selection, control project costs, and improve operational efficiency to enhance the competitiveness of its pumped storage business [9] - The company is actively monitoring market conditions and adjusting its pricing strategies for energy storage to remain competitive amid increasing market dynamics [6][9] Group 3: Financial Performance and Projections - The pumped storage business accounted for 62.14% of the company's revenue in the first three quarters, highlighting its significance as a primary income source [4] - The company is tracking the performance of its projects, including the profitability of the Shenzhen pumped storage station, which is reported to be operating well [7] - The company has not disclosed specific financial impacts from the upcoming projects but emphasizes that future earnings will depend on government-approved capacity pricing and market conditions [12]