近日，国家能源局发布消息公示，宁波"滨海枢纽"新型电力系统成功入选国家新型电力系统第一批综合试点。 该批次全国仅十城入选，宁波为浙江省唯一入选城市。该试点由国家能源局主导设立，旨在破解能源转型深层次矛盾、探索中国特色能源发展路径，具有国 家级"改革试验田"的重要意义。 宁波舟山港梅山港区绿电码头。张晋豪/摄 宁波晚报记者林微微 通讯员柴颖 ...

近年来，内蒙古新能源产业起步成势，新能源总装机、发电量、绿电交易规模位列全国首位，成为自治 区经济增长的强劲动力源。联盟将以服务重大战略为己任，以科技创新为驱动，围绕新型电力系统、新 型储能、氢能等前沿领域，系统性攻关"卡脖子"技术，联合承担国家、自治区重大创新任务，推动能源 电力技术高水平自立自强，为国家能源安全、内蒙古高质量发展提供支撑。（经济日报记者 吴浩） (责任编辑：冯虎) 能源电力企业产业科技创新联盟由内蒙古电力集团牵头组建，于6月18日在呼和浩特市成立。联盟汇聚 了发电、电网、负荷、储能、数据、创新链条的70余家成员单位，致力于关键技术攻关与产业协同发 展。此次发布会将系统呈现联盟在科技创新、成果转化、产业协作方面取得的阶段性成就。 发布会现场设专题展区，通过实物、展板与数字化呈现相结合的方式，全方位展示多项技术创新、实践 案例，与会嘉宾可近距离了解联盟在新型电力系统、智能装备、新材料应用、绿色低碳等领域的突破性 进展。同时将发布一批科技创新成果，举行新型电力系统实证基地、智能机器人研发、腐蚀控制新材 料、环保电气设备等项目合作签约仪式，搭建深化合作、共谋发展的重要平台。 12月22日，能源电力 ...

人民财讯12月18日电，12月17日，上海电气（601727）集团党委书记、董事长吴磊一行拜访中国能源建 设集团有限公司(简称"中国能建（601868）")，与中国能建党委书记、董事长倪真举行会谈。双方围 绕"十五五"规划布局、能源转型、产业链协同及海外市场开拓等交换意见。会谈中，双方就加强战略对 接与资源整合，在新型电力系统构建、智能电网、新型储能系统、风光储氢一体化等新领域深化合作达 成共识。会谈中，双方还就推动国家重大专项技术攻关、加强供应链合作、建立海外产业同盟等事项进 行交流。双方表示，将充分发挥各自在装备制造与工程总包方面的优势，通过"抱团出海"协同发展，共 同提升国际市场份额，携手打造更多国家级优质示范项目，为我国构建清洁低碳、安全高效的新型能源 体系作出更大贡献。 ...

Group 1 - The Sichuan provincial government is promoting the implementation of the spirit of the 20th Central Committee, focusing on high-quality development and the reform of state-owned enterprises [1][2] - The "1+8" key area reform initiative has been launched, with new entities like the Sichuan Energy Development Group and Sichuan Urban Renewal Group established to enhance state-owned enterprise reform [2] - Companies are encouraged to leverage technology and innovation to drive growth and improve operational efficiency, aligning with the national strategy for a modern industrial system [2][3] Group 2 - Sichuan Energy Development Group aims to build a multi-energy system and enhance the quality and efficiency of the energy industry through technological innovation [1][2] - The Sichuan Urban Renewal Group is focusing on sustainable urban development, aiming to create replicable models for urban renewal [2] - Sichuan Airlines Group is set to enhance asset scale and profitability while fostering technological and industrial innovation [2][3] Group 3 - The Sichuan Provincial Investment Company is committed to breaking traditional operational barriers and enhancing core competitiveness through strategic planning [3] - The Sichuan Port Investment Group is focused on supporting transportation infrastructure and modern industrial layout along rivers [3][4] - The Sichuan Biopharmaceutical Group is prioritizing innovation and collaboration to create a comprehensive innovation ecosystem [3][5]

人民财讯12月10日电，中共海南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发布，其中 提出，加快建设新型能源体系。按照"适度超前、留有余地"原则，有序实施一批能源基础设施工程。加 快海上风电、分布式光伏等项目建设，构建源网荷储融合发展的新型电力系统，提升核电、气电等支撑 保障能力。积极融入全国电力统一大市场。建设海南至广东高压输电线路灵活互济工程。加快推进电网 改造提升，优化完善坚强主干电网，打造灵活可靠新型配网，建设韧性电网。科学布局抽水蓄能，大力 发展新型储能。深入推动工业、建筑、交通、农业等领域电能替代，提升终端用能电气化水平。加强油 气供应网络建设，有序推进城乡燃气基础设施建设。 ...

Core Insights - The completion of the Meixi gas turbine 500 kV transmission project in Anji County, Huzhou, marks a significant step in providing clean and efficient energy for local industrial upgrades and economic development [1] - Zhejiang is accelerating the construction of a new power system to meet the rising electricity demand driven by emerging business models and new energy demands [1][2] - The establishment of a robust energy transmission system, including the Baihetan-Zhejiang ±800 kV UHVDC project, enhances the energy supply network in Zhejiang [1][2] Energy Transmission System - The Baihetan-Zhejiang ±800 kV UHVDC project, along with three other UHVDC lines, forms a backbone network for energy transmission, ensuring a continuous supply of clean electricity to Zhejiang [1] - The State Grid Huzhou Power Supply Company has implemented a comprehensive operation and maintenance model that includes "three-dimensional inspection + centralized monitoring + grid-based inspection stations," ensuring efficient and stable operation of the UHV lines [1] Smart Inspection and Management - The ±800 kV Shaoxing converter station utilizes an integrated smart inspection system with advanced technologies such as drones and robots, allowing for real-time monitoring of over 10,000 inspection points [2] - The smart systems significantly enhance management efficiency by providing clear visibility of equipment status [2] Renewable Energy Development - Zhejiang is actively optimizing its energy supply structure and promoting the construction of smart distribution networks, integrating planning, construction, and operation [2] - New flexible devices for adjusting power flow have been deployed in Deqing and Changxing counties, allowing for efficient energy distribution based on real-time demand [2] Load Regulation Strategies - The "peak shaving and valley filling" strategy in Huzhou encourages over 10,000 industrial enterprises to shift some of their daytime electricity usage to nighttime, creating a city-wide electricity resource pool [3] - The establishment of virtual power plants in Zhejiang consolidates dispersed electricity and storage resources, enhancing unified control capabilities equivalent to a small thermal power plant [3] - During the summer peak season, Zhejiang effectively balances supply and demand by utilizing energy storage and pumped storage facilities [2][3]

Core Viewpoint - The meeting between Jiangsu's Governor Liu Xiaotao and Envision Group's Chairman Zhang Lei emphasizes the importance of green energy development and the role of local enterprises in supporting the province's economic transformation towards a low-carbon future [1] Group 1: Government Initiatives - Jiangsu is committed to ecological priority and green development, optimizing energy infrastructure and accelerating the construction of a clean, low-carbon, safe, and efficient new energy system [1] - The provincial government aims to strengthen policy support and provide quality services to ensure the smooth implementation of major projects and investments [1] Group 2: Company Initiatives - Envision Group is focused on technological innovation in new power systems, zero-carbon parks, and green synthetic fuels, actively participating in the development of offshore renewable energy in Jiangsu [1] - The company aims to enhance its competitive advantage by targeting intelligent and green directions, strengthening core technology breakthroughs, and empowering artificial intelligence [1]

Core Viewpoint - The article discusses the release of the "Implementation Plan for the Construction of a New Power System in Hainan as a Clean Energy Island," which aims to establish Hainan as a leading example of a new power system in China by 2030, supporting the province's carbon peak goals and clean energy development [1][12]. Group 1: Clean Energy Supply - As of October 2023, Hainan's installed capacity of renewable energy has exceeded 12 million kilowatts, making it the largest power source in the province [3]. - The province will support the development of offshore wind, solar, marine energy, and geothermal energy, promoting the orderly integration of distributed renewable energy [3]. Group 2: Digital Grid Development - By the end of this year, Hainan's 500 kV provincial digital grid project will be fully completed, enhancing intelligent perception capabilities through the application of IoT, AI, and digital technologies [4]. - Plans include the construction of cross-sea connections and system-friendly renewable energy stations, as well as pilot applications of grid-forming control technology [4]. Group 3: Power Transmission and Integration - Key projects such as the Hainan-Guangdong third 500 kV AC line will be advanced to enhance power supply security and integrate Hainan's island grid into the national electricity market [5]. Group 4: Green Power Consumption - Hainan will promote electric energy substitution projects in ports, airports, and electric vehicles, aiming to increase electrification across various sectors [7]. - The province has linked over 4,800 charging stations through the "Hainan Charging Network" app, facilitating the development of large-scale vehicle-grid interaction projects [7]. Group 5: Efficient Power Trading - In October, clean electricity from Inner Mongolia was successfully transmitted to Hainan, supporting stable power supply during the National Day and Mid-Autumn Festival [9]. - Hainan will improve cross-provincial power trading mechanisms and develop a unique electricity market system that aligns with the new power system [9]. Group 6: Flexible System Regulation - To accommodate large-scale renewable energy integration, Hainan will enhance its intelligent scheduling system and optimize renewable energy operation modes [11]. - The province will accelerate the construction of pumped storage power stations and promote diversified development of new energy storage solutions [11].

Group 1 - The core viewpoint is that China's power system is transitioning from a traditional fossil fuel-dominated model to a new energy-dominated model under the "dual carbon" goals, involving comprehensive innovation in concepts, technologies, and models [1][3] Group 2 - The transition involves moving from "passive acceptance" to "active consumption," addressing the challenges of integrating renewable energy sources, with wind and solar power utilization rates expected to remain above 95% from 2022 to 2024 [1] - The shift from "simple substitution" to "coordinated optimization" is exemplified by Huamin Co.'s project in Yunnan, which combines wind and solar energy with storage, reducing electricity costs by 13% to 15% compared to traditional energy [2] - The transition from "individual efforts" to "coordinated layout" is marked by significant investments from the State Grid, projected to exceed 650 billion yuan in 2025, facilitating the construction of cross-regional transmission channels and intelligent scheduling platforms [2] Group 3 - The threefold innovation of the new power system fundamentally reconstructs the traditional system, shifting focus from fossil fuels to renewable energy, from single functionality to multi-coordination, and from resource limitations to national expansion [3] - These innovations not only break through the bottlenecks of renewable energy development but also provide a replicable transformation path for achieving the "dual carbon" goals [3]

Core Insights - The new power system is characterized by cleanliness, efficiency, flexibility, and intelligence, aiming to meet the energy development needs of the economy while ensuring power security [1][9] - The development and utilization of the new power system are accelerating the green and low-carbon transformation of energy, ensuring efficient and stable power supply [1][9] - By 2024, the market size of China's new power system industry is expected to reach approximately 1.26 trillion yuan [1][10] Industry Overview - The new power system is a comprehensive energy system dominated by renewable energy, covering generation, transmission, transformation, distribution, sale, and consumption [3] - It emphasizes the coexistence of centralized and distributed energy models, with a focus on renewable energy sources such as wind and solar [3] - The system consists of four core parts: generation side, grid side, user side, and storage side, with renewable energy leading the generation side [3] Development Strategy - The new power system's development is divided into three phases: acceleration phase (current to 2030), overall formation phase (2030 to 2045), and consolidation phase (2045 to 2060) [4][5] Policy Framework - The construction of the new power system is a significant measure to implement national strategies for carbon neutrality and energy transformation [5] - Various policies have been introduced to support the development of the new power system, including action plans and market reforms for renewable energy [5] Industry Chain - The upstream of the new power system industry chain includes wind, solar, hydro, and hydrogen power generation [5] - The midstream consists of the new power system itself, while the downstream includes applications in industrial, commercial, residential, and electric vehicle sectors [5] Investment Trends - The investment in China's grid engineering is steadily increasing, with a projected completion amount of 608.3 billion yuan in 2024, representing a year-on-year growth of 15.32% [5][6] - The investment in grid engineering for the first seven months of 2025 reached 331.5 billion yuan, up 12.49% year-on-year [5] Market Dynamics - The competition in the new power system industry is intensifying, with traditional power companies actively transforming and new enterprises entering the market [11] - Key players in the industry include Guodian NARI, China XD Electric, Pinggao Electric, and others [2][11] Technological Challenges - The new power system faces challenges related to the adequacy of resources, safety, and economic efficiency, particularly with the high proportion of renewable energy and power electronic devices [17][18][19] Future Trends - The future of the new power system will focus on intelligence, green transformation, and collaborative mechanisms to ensure stable and efficient operation [18][19][20]