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国家能源局:推进共享储能与新能源联合运行,探索建立发电侧容量补偿机制
中关村储能产业技术联盟· 2025-08-27 07:13
文 | 国家能源局 近日,国家能源局发布"关于十四届全国人大三次会议第4 2 69号建议的答复摘要",该答 复主要回答了" 关于设立新能源发电就地消纳和直供电试点城市的建议 "。 关于设立新能源发电就地消纳和直供电试点城市提到: 我们支持 广西钦州、甘肃酒泉等地区按照国家要求,采用绿电直连等新模式提升新能源 就地消纳水平 ,提高工业等领域清洁用能比重。下一步,国家发展改革委将会同有关部 门积极研究完善新能源就近消纳价格机制,更好推动新能源就地就近消纳。 关于加大对调峰项目建设的支持提到: 国家发展改革委、国家能源局高度重视电力系统调节能力建设,不断完善相关政策。 一 是 国 家 发 展 改 革 委 、 国 家 能 源 局 印 发 《 电 力 系 统 调 节 能 力 优 化 专 项 行 动 实 施 方 案 ( 2 0 2 5—2 0 2 7 年 ) 》 ( 发 改 能 源 〔 2 0 2 4 〕 1803 号 ) , 加 强 火 电 、 抽 水 蓄 能 、 新 型 储 能、水电、负荷侧等调节资源建设, 着力提升电力系统调节能力。 二是国家发展改革委、国家能源局加快建设全国统一电力市场体系,完善电力市场规则体 系 ...
全国有700多万个家庭当上了光伏“房东”
Yang Shi Xin Wen· 2025-08-27 01:04
今天(8月26日),国务院新闻办举行"高质量完成'十四五'规划"系列主题新闻发布会。国家能源局有关负责人介 绍"十四五"时期能源高质量发展成就 ,并答记者问。"十四五"期间—— 能源消费 绿色低碳转型 电力市场 电力市场注册经营主体已达97万家,是2020年的5倍。光伏设备制造企业绝大多数是民营企业,风电整机制 造企业60%以上是民营企业,有的核电项目民营企业参股比例达到20%。 截至7月底,我国充电基础设施数量达1669.6万个,是"十三五"末的10倍,规模世界领先。 "十四五"前四年,我国能源消费增量已达到"十三五"五年增量的1.5倍,预计五年新增用电量将超过欧盟的 年度用电量。 7月用电量突破1万亿千瓦时,相当于日本全年的用电量总和。 东部地区用能中,有40%来自"西电东送""西气东输""北煤南运"等"能源大动脉"。 我国建成了全球最大的电动汽车充电网络,每5辆电动汽车就有2个充电桩。 我国构建起全球最大、发展最快的可再生能源体系,可再生能源发电装机占比由40%提升至60%左右。 能源消费"逐绿前行",全社会用电量中,每3度电中就有1度绿电。 我国出口的风电光伏产品累计为其他国家减少碳排放约41亿吨,为 ...
新华社权威速览·非凡“十四五”|中国,成为世界能源转型重要推动者
Xin Hua She· 2025-08-26 11:45
26日举行的"高质量完成'十四五'规划"新闻发布会上,国家能源局局长王宏志说,"十四五"以来,我国能源事业取得了突破性进 展和历史性成就,"十四五"规划《纲要》提出的能源综合生产能力和非化石能源占比等主要指标将如期完成,14亿多人的能源 安全得到有效保障,绿色低碳发展举世瞩目,我国成为世界能源转型的重要推动者。这组海报,带你了解。 新华社权威速览 ·非风 "十四五 绿色低碳转型最快 构建起全球最大、发展最快的可再生能源体系 可再生能源发电装机占比由40%提升至60%左右 全社会用电量中,每3度电就有1度绿电 累计为其他国家减少碳排放约41亿吨。 新能源专利数占全球4成以上 新型储能规模跃居世界第一 多个全球最大、全球首座工程建成投运 智能微电网、虚拟电厂等发展进入快车道 车网互动规模化应用试点加快推进 新华社权威速览 ·非风 "十四」 能源改革持续深化 发展动能持续增强 煤电、新能源全面人市 全部工商业用户进入市场 油气"全国一张网"初步建成 电力市场注册经营主体已达97万家,是2020年的5倍 绝大多数的光伏设备制造企业 和60%以上的风电整机制造企业都是民营企业 策划:令伟家 统筹:于卫亚 新华社权威速览 ...
数说“十四五”成就|能源高质量发展交出亮眼成绩单
Xin Hua Wang· 2025-08-26 05:50
数说"十四五"成就 "十四五"前四年,我国能源消费增量已 达到"十三五"五年增量的1.5倍,预计五 年新增用电量将超过欧盟的年度用电量。 2024年全国发电量超10万亿千瓦时,占全球 1/3,能源生产总量折合约50亿吨标准煤,占 比超全球1/5,保障了能源供应"量足价稳"。 这五年,能源资源配置更加优化,横跨东西、 纵贯南北、连通海外的能源基础设施网络更加 完善,有力带动了中西部地区资源优势加快转 化为发展优势,也为经济大省挑大梁提供了坚 实的能源保障,东部地区用能中有40%来 自"西电东送""西气东输""北煤南 运"等"能源大动脉"。 十四五 期间,我们建成了全球最大的电 动汽车充电网络,每5辆车就有2个充电桩, 老百姓充电更省心。 "十四五" 是绿色低碳 012 转型最快的五年 构建起全球最大、发展最快的可再生能源体 系,可再生能源发电装机占比由40%提升至 60%左右,风电光伏每年新增装机先后突破1 亿、2亿、3亿千瓦关口,实现台阶式跃升发 展,发展速度和力度前所未有。 能源消费"逐绿前行",全社会用电量中,每3 度电就有1度绿电。 能源高质量发展 交出亮眼成绩单 国新办8月26日举行"高质量完成'十四 ...
我国新能源等技术装备领跑全球 新能源专利数占全球4成以上
Yang Shi Wang· 2025-08-26 02:46
国家发展改革委党组成员、国家能源局局长王宏志表示,"十四五"是能源科技创新取得更大突破的五 年。新能源等技术装备领跑全球,新能源专利数占全球4成以上,光伏转换效率、海上风电单机容量等 不断刷新世界纪录,短短几年,新型储能规模跃居世界第一。白鹤滩水电站、自主三代核电"华龙一 号""国和一号"、第四代高温气冷堆等多个"全球最大""全球首座"工程建成投运,油气开发突破深地"万 米大关"、挺进"千米深海",这些"大国重器"彰显了我国科技创新的硬核实力。新模式新业态蓬勃发 展,智能微电网、虚拟电厂等发展进入快车道,车网互动规模化应用试点加快推进,能源产业与工业、 交通等领域加速融合,新领域新赛道持续涌现,成为新质生产力发展的重要源泉。 央视网消息:国务院新闻办公室于8月26日举行"高质量完成'十四五'规划"系列主题新闻发布会,介 绍"十四五"时期能源高质量发展成就。 ...
国家能源局:我国新能源专利数占全球四成以上 新型储能规模世界第一
Bei Jing Shang Bao· 2025-08-26 02:36
北京商报讯(记者 刘洋 程靓)8月26日,国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新 闻发布会,国家能源局局长王宏志介绍"十四五"时期能源高质量发展成就。据悉,"十四五"是能源科技 创新取得更大突破的五年。我国新能源专利数占全球四成以上,光伏转换效率、海上风电单机容量等不 断刷新世界纪录,短短几年,新型储能规模跃居世界第一。新模式新业态蓬勃发展,智能微电网、虚拟 电厂等发展进入快车道,车网互动规模化应用试点加快推进,能源产业与工业、交通等领域加速融合, 新领域新赛道持续涌现,成为新质生产力发展的重要源泉。 ...
东方电子(000682) - 东方电子投资者关系管理信息20250825
2025-08-25 13:43
证券代码:000682 证券简称:东方电子 东方电子股份有限公司投资者关系活动记录表 1 友好型新能源电站、智能微电网、虚拟电厂、新能源并网 等开展研发创新和产业推广,实现在调度及云化、输变电 自动化、智能配用电、综合能源及虚拟电厂、新能源及储 能产业方向的持续突破。公司产品不断创新,市场持续突 破,公司及子公司合计中标额超 54 亿元,实现持续增长, 为高质量发展奠定了基础。 编号:【2025】第 004 号 | 投资者 | 特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 关系活动类别 | 业绩说明会 □新闻发布会 □路演活动 ☑ | | | □现场参观 □其他 (请文字说明其他活动内容) | | 参与单位 | 鹏华基金、龙航资管、易方达基金、中国人保资管、光大保德信基 | | | 金、同泰基金、西部证券、华泰证券、中泰证券、泉果基金、国泰 | | | 海通、国信证券、中金公司、中信建投、天风证券、长江证券、东 | | | 方财富、兴业证券、英大证券 | | 时间 | 2025 年 8 月 25 日 15:00-16:00 | | 地点 | "进门财经"电话会议 | | 上市公 ...
EzFill (EZFL) - 2025 Q2 - Earnings Call Transcript
2025-08-15 14:00
Financial Data and Key Metrics Changes - Q2 revenue reached $19.7 million, an increase of $166 million year over year, with first half revenue totaling $36 million compared to $27.7 million for all of 2024 [15] - Gross profit was $1.6 million, up from $600,000 in Q1, with gross margin expanding from 3% in Q1 to 8% in Q2 [16] - Loss from operations was $30.8 million, including a non-cash stock-based compensation charge of $25.5 million, resulting in an adjusted operating loss of $5.2 million compared to $5.8 million in Q1 [17] Business Line Data and Key Metrics Changes - EZ Fill expansion generated $19.7 million in revenues for Q2, bringing total revenues to $36 million for 2025, exceeding the full year 2024 volume of $27.7 million [6] - The smart microgrid platform is gaining traction, with proposals for full smart microgrid solutions being requested by clients, indicating a shift towards AI-enabled energy solutions [7][8] Market Data and Key Metrics Changes - The company is expanding its EZ Fill footprint in 15 metro markets, up from 10, focusing on operational density and efficiency [6] - The sales pipeline is diversifying, targeting both behind-the-meter and in-front-of-the-meter solutions, indicating a broadening market approach [9] Company Strategy and Development Direction - The strategic focus includes expanding the EZ Fill footprint, scaling smart microgrid deployments, and advancing wireless charging commercialization [13] - The company aims to build a fully integrated energy platform powered by AI, emphasizing resilience and efficiency in energy infrastructure [5][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving breakeven in the coming quarters, driven by accelerating revenue, improving margins, and better cash efficiency [19] - The company acknowledges the need for digitizing the energy grid globally, with potential annual savings of over $5 trillion if their technologies are widely implemented [39] Other Important Information - The company is focused on maintaining a flexible balance sheet and plans to raise capital to support disciplined growth strategies [18] - Management clarified that their technology is agnostic to fuel sources, allowing for efficient energy production regardless of the method used [36] Q&A Session Summary Question: Can you elaborate on the flywheel concept and its impact on the business? - The flywheel refers to the integration of various technologies that create a comprehensive energy solution for different sectors, allowing for local energy generation and storage [24][25] Question: Can you discuss the California projects and their timing? - The California projects are healthcare-oriented, focusing on providing backup energy solutions mandated by law, utilizing both natural gas and solar technologies [28][30] Question: Can you explain the technology's agnostic nature to fuel sources? - The technology allows for efficient energy production from various fuel sources, ensuring redundancy and operational efficiency across different energy generation methods [34][36]
★国家能源局出台促进能源领域民营经济发展若干举措 持续支持能源领域民营企业发行上市
Zhong Guo Zheng Quan Bao· 2025-07-03 01:56
Group 1 - The core viewpoint of the notification is to promote the development of the private economy in the energy sector, guiding private enterprises to play a significant role in the green and low-carbon transition of energy and the construction of a new energy system [1][2] - The notification includes measures to support private enterprises in enhancing their development momentum, ensuring fair participation in the market, and improving energy-related government services [1][3] Group 2 - In terms of supporting private enterprises, the notification encourages investment in nuclear power projects, hydropower, oil and gas storage facilities, and liquefied natural gas receiving stations, as well as participation in oil and gas pipeline projects [1][2] - The notification promotes the development of new energy business models, including virtual power plants, green electricity direct connection models, and smart microgrids, while supporting private enterprises in investing in new technologies such as energy storage and charging infrastructure [2] - To ensure fair market participation, the notification aims to improve market access systems, separate oil and gas pipeline operations, and optimize licensing conditions for private construction companies [3] - The notification emphasizes enhancing government services in the energy sector, advocating for streamlined approval processes and better communication between government and private enterprises [3][4]
第23周:组织开展建设第一批试点工作,浙江迎峰度夏方案发布
Huafu Securities· 2025-06-08 06:52
Investment Rating - The report maintains an "Outperform" rating for the industry [6] Core Insights - The National Energy Administration has initiated the first batch of pilot projects for the construction of a new power system, focusing on seven key directions to enhance the integration and consumption capacity of renewable energy [3][19][20] - Zhejiang Province has released a demand-side management plan for summer peak electricity demand in 2025, aiming to reduce peak load by over 1GW through various measures including time-of-use pricing and encouraging user-side energy storage participation [4][27][28] Summary by Sections Market Review - From June 3 to June 6, the gas and water sectors increased by 1.15% and 0.64% respectively, while the environmental and power sectors decreased by 0.07% and 0.60%, with the Shanghai and Shenzhen 300 Index rising by 0.88% during the same period [12][10] Industry Perspectives - The pilot projects for the new power system will explore new technologies and models, addressing bottlenecks in renewable energy development and enhancing the reliability of power supply [3][19][20] - The pilot focuses on seven areas: grid-structured technology, system-friendly renewable power plants, smart microgrids, collaboration between computing power and electricity, virtual power plants, large-scale high-proportion renewable energy delivery, and new-generation coal power [19][20][24] Investment Recommendations - The report recommends specific companies within various sectors: - For thermal power: Jiangsu Guoxin is recommended, while Sheneng Co. and Zhejiang Energy Power are given cautious recommendations [4] - For nuclear power: China National Nuclear Power and China General Nuclear Power are cautiously recommended [4] - For hydropower: Changjiang Power is recommended, with cautious recommendations for Huaneng Hydropower and Qianyuan Power [4] - For green energy: Attention is suggested for Three Gorges Energy and Jiangsu New Energy, with cautious recommendations for Longyuan Power and Zhejiang New Energy [4] - For environmental protection: Yongxing Co., Huaguang Huaneng, and Xuedilong are recommended, with cautious recommendations for United Water and attention for Fuzhi Environmental Protection and Dayu Water Saving [4]