本报（chinatimes.net.cn）记者李佳佳 李未来 北京报道 为加快建设新型能源体系、构建新型电力系统，2月26日，国家能源局发布《关于公布新型电力系统建 设能力提升试点名单（第一批）的通知》。 国家发展改革委能源研究所研究员时璟丽告诉《华夏时报》记者，这次首批试点释放了多重信号：一是 新型能源体系和新能源电力系统建设提速，新型电力系统建设是"十五五"时期的核心任务，政策和资源 全面倾斜；二是明确多样化技术和应用路径，系统友好型新能源电站、构网型技术、虚拟电厂、算电协 同、智能微电网、新一代煤电等为优先突破方向，为行业技术选择、投资布局提供明确指引；三是新型 电力建设能力提升需结合全国统一电力大市场建设，在市场机制创新方面相互促进。 43个项目纳入试点 "首批试点公布，标志着我国新型电力系统建设从顶层规划、政策机制设计、技术产品创新开始进入规 模化落地、实质性应用阶段，将系统性促进高比例新能源并网消纳、源网荷储协同、集成融合发展、电 力系统尤其电网柔性调节等核心能力提升。"时璟丽表示。 根据《通知》，国家能源局决定将安徽省淮南市风光热储融合系统友好型新能源电站项目等43个项目、 河北省张家口市等10 ...

瑞财经 吴文婷2月26日，广东振森能源科技集团股份有限公司（以下简称"振森能源"）发布公告称，公 司于2026年2月25日向广东证监局提交了向不特定合格投资者公开发行股票并在北交所上市辅导备案申 请材料，辅导机构为国联民生证券承销保荐有限公司。 | 项目 | 2025年1月-4月 | 2024 年度 | 2023 年度 | | --- | --- | --- | --- | | 营业收入(万元) | 12,272.40 | 66,063.33 | 52,355.38 | | 净利润(万元) | 2.069.99 | 8,071.45 | 3,962.16 | | 归属于申请挂牌公司股东的净利润 | 1,966.10 | 7.903.34 | 3,980.85 | | (万元) | | | | | 扣除非经常性损益后的净利润(万 | 2.066.98 | 8,168.34 | 3,918.91 | | 元) | | | | | 归属于申请挂牌公司股东的扣除非 | 1,963.10 | 8.000.24 | 3,937.60 | | 经常性损益后的净利润(万元) | | | | | 毛利率 | 39.65% | ...

据《国家能源局关于公布新型电力系统建设能力提升试点名单（第一批）的通知》，作为全省唯一 入选的试点城市，常州将承担起新型电力系统先行先试的重任。至此，常州已拥有国家碳达峰试点、车 网互动规模化应用试点等三个国家级试点身份，将重点突破电网智能调度、高比例新能源并网等关键技 术。 值得关注的是，在全国首批新型电力系统建设能力提升试点项目名单中入选的国能常州4号机组二 期再热项目，规划设计供电煤耗达世界领先水平，为常州入选全国试点打下坚实基础。而作为江苏虚拟 电厂发展的先行者，苏州目前已建成10余个虚拟电厂和平台，调节能力居全国前列，此次苏州国电投虚 拟电厂项目入选，将进一步提升苏州在虚拟电厂领域的示范引领作用。徐州入选的大屯源网荷储协同调 控智能微电网项目，将通过源网荷储协同调控，探索智能微电网建设和运营新模式。盐城入选的国能陈 家港2号机组项目是新一代煤电项目代表，将落实清洁降碳、安全可靠、高效调节、智能运行等技术要 求，推动综合能源发展，预计2027年底完成改造。 春节假期刚过，首批国家新型电力系统建设能力提升试点名单公布，江苏在这次全国性遴选中交出 亮眼答卷：常州市入选全国10个试点城市名单，苏州、徐州、盐 ...

构建新型电力系统，是实现碳达峰碳中和目标、推动经济社会发展全面绿色转型、保障国家能源安全的 关键举措。"十五五"时期是新型电力系统建设攻坚突破的关键五年，我国明确提出"加快建设新型能源 体系，着力构建新型电力系统，建设能源强国"。 值得关注的是，在全国首批新型电力系统建设能力提升试点项目名单中入选的国能常州4号机组二期再 热项目，规划设计供电煤耗达世界领先水平，为常州入选全国试点打下坚实基础。而作为江苏虚拟电厂 发展的先行者，苏州目前已建成10余个虚拟电厂和平台，调节能力居全国前列，此次苏州国电投虚拟电 厂项目入选，将进一步提升苏州在虚拟电厂领域的示范引领作用。徐州入选的大屯源网荷储协同调控智 能微电网项目，将通过源网荷储协同调控，探索智能微电网建设和运营新模式。盐城入选的国能陈家港 2号机组项目是新一代煤电项目代表，将落实清洁降碳、安全可靠、高效调节、智能运行等技术要求， 推动综合能源发展，预计2027年底完成改造。 据《国家能源局关于公布新型电力系统建设能力提升试点名单（第一批）的通知》，作为全省唯一入选 的试点城市，常州将承担起新型电力系统先行先试的重任。至此，常州已拥有国家碳达峰试点、车网互 动规模化 ...

Core Viewpoint - The State Council's recent implementation opinion aims to establish a unified national electricity market by 2030, with market-based transactions accounting for approximately 70% of total electricity consumption, and full establishment by 2035 [1][2]. Group 1: Development Goals and Key Tasks - By 2030, the goal is to have a unified electricity market system with market transactions reaching 70% of total electricity consumption [1]. - The implementation opinion outlines 19 key tasks across five areas, including establishing a capacity market and enhancing participation from private enterprises in the electricity market [1][2]. Group 2: Market Structure and Participation - The opinion emphasizes breaking down market barriers and promoting equal participation from various entities, with over 1.09 million registered market participants, a 22-fold increase since 2015 [4]. - New models and industries are emerging, with significant investments in new energy storage and virtual power plants, indicating a shift in the operational dynamics of the electricity market [4][5]. Group 3: Energy Demand and Supply Dynamics - The average annual increase in electricity demand is projected to be around 600 billion kilowatt-hours during the 14th Five-Year Plan, driven by new energy vehicles and green hydrogen production [2]. - By 2030, the installed capacity of renewable energy is expected to exceed 50%, with a system penetration rate of over 30% [2]. Group 4: Market Mechanisms and Support Structures - The opinion calls for the establishment of a reliable capacity compensation mechanism to support essential resources like coal, pumped storage, and new energy storage [3]. - The goal is to have a formal spot market operational by 2027, enhancing the reliability of the electricity supply system [3]. Group 5: International Standards and Green Energy - The opinion aligns with international standards by proposing measures for inter-provincial green electricity trading and long-term green electricity contracts, catering to the needs of export-oriented and foreign enterprises [6]. - The electricity market is expected to stabilize energy costs while enhancing the global competitiveness of Chinese enterprises [6].

在电网末端和偏远地区，国网河北电力因地制宜推进智能微电网建设，通过"源网荷储"协同互动，提升 新能源就地消纳能力和供电可靠性。建成投运涉县合漳乡水光储智能微电网、王家寨绿色智能微电网等 重点项目，带动区域新能源消纳水平稳步提升，为乡村绿色低碳转型提供了实践样本。 面向"十五五"，国网河北电力将以新型电力系统建设为核心，加快建设主配微协同的新型电网平台，持 续发挥新能源在电力保供、区域发展、能源结构转型等方面的作用，全力推动新能源高质量发展。 （文章来源：新华财经） 国网河北电力数据显示，截至"十四五"末，河北南部电网风电和光伏装机规模突破5300万千瓦，占总装 机容量的61%，能源结构持续优化。在春季大风、夏季强光等时段，新能源出力占比超70%，成为电力 供应的重要支撑。"十四五"期间，河北南部电网新能源累计发电量达2116亿千瓦时。 电网是电力输送与消纳的"主动脉"。"十四五"期间，国网河北电力累计投资约620亿元用于电网工程建 设。1000千伏特高压保定变电站、邢台变电站两项扩建工程先后投运，助力内蒙古、山西等地的绿电稳 定可靠送至河北。保西500千伏变电站投运，保障太行山沿线300万千瓦新能源并网送出。 ...

Investment Overview - The State Grid has announced a fixed asset investment plan of 4 trillion yuan for the "14th Five-Year Plan" period, representing a significant increase of 40% compared to the "13th Five-Year Plan" period, which exceeds previous market expectations of a 10%-20% growth [1][4] - The total investment from the three major grid companies during the "14th Five-Year Plan" period is expected to reach around 5 trillion yuan, with the State Grid's investment alone projected at 4 trillion yuan [1][4] Investment Drivers - The increase in investment is driven by the mismatch in growth rates between source-side and grid-side investments, alongside the rigid demand for the continuous construction of a new power system [1][8] - During the "13th Five-Year Plan" period, the average annual growth rate of source-side investment was 22.7%, significantly outpacing the 6.8% growth rate of grid-side investment, leading to bottlenecks in cross-regional transmission capacity and local consumption space [1][8] Investment Structure Changes - The investment structure for the "14th Five-Year Plan" has shifted from focusing primarily on the high-voltage backbone network to a collaborative development of the main grid, distribution network, and smart microgrid [1][8] - The investment in the main grid is expected to account for about 30% of the total investment, with an estimated amount of 1.2 trillion yuan, aimed at enhancing cross-regional transmission capabilities by over 30% compared to the end of the "13th Five-Year Plan" [1][10] Distribution Network Investment - The investment in the distribution network is projected to reach around 2 trillion yuan, accounting for approximately 50% of the total investment during the "14th Five-Year Plan," marking a 33% increase from the previous period [1][11] - The construction of the distribution network will cover urban, rural, and remote areas, enhancing flexibility and capacity to accommodate distributed renewable energy and meet the needs of 35 million charging facilities [1][11] Smart Microgrid and Digitalization - Investment in digitalization and smart microgrids is expected to account for 15%-20% of the total investment, with a clear focus on the development of smart microgrids for the first time [1][13] - The new grid platform will require continuous investment in digital infrastructure to support high levels of renewable energy integration and power electronics, with initiatives like the "Artificial Intelligence+" program being implemented [1][14]

Core Viewpoint - The Chinese government emphasizes the acceleration of smart grid and microgrid construction to enhance the safety and energy security of the power system [1] Group 1: Smart Grid Development - Smart grids are essential for adapting to the rapid development of high-proportion renewable energy, comprising main grids, distribution networks, and microgrids with features of high informationization, automation, and interactivity [1] - Accelerating the construction of smart grids and microgrids will improve the grid's ability to accept, allocate, and regulate clean energy, ensuring safe, reliable, and cost-effective operations [1][2] - The transition of distribution networks from merely receiving and distributing electricity to an interactive model with integrated resources is crucial for enhancing service capabilities [2] Group 2: Microgrid Construction - Microgrids are characterized by self-balancing, safety, miniaturization, greenness, intelligence, and sharing, playing a significant role in the stable, efficient, and low-carbon development of new power systems [3] - The development of smart microgrids should be coordinated with the overall grid strategy, promoting compatibility with large grids and efficient collaboration with distribution networks [3] - Demonstration projects for smart microgrids should be established in areas with abundant renewable resources, such as rural regions and high-proportion renewable supply parks [3] Group 3: Intelligent Dispatch System - An advanced power dispatch system can significantly enhance the grid's ability to accept and flexibly dispatch renewable energy sources [4] - Optimizing the dispatch operation mechanism and building a multi-level intelligent operation system are essential for improving local balance capabilities and proactive support for the main grid [4] - Establishing a unified market trading platform for decentralized resources will encourage participation from emerging entities like virtual power plants and electric vehicles, fostering positive interactions with renewable energy [4]

Group 1 - China's grid investment reached a historical high in the past year and is expected to continue steady growth in the coming years [1] - The National Energy Administration's report predicts that by 2025, the total investment in national grid engineering will be 639.5 billion yuan, a year-on-year increase of 5.1% [1] - Investment in direct current projects is expected to grow by 25.7% year-on-year by 2025, while investment in alternating current projects will increase by 4.7% [1] Group 2 - The core objective of the large-scale investment is the expansion of China's Ultra High Voltage (UHV) grid, which is crucial for the "West-East Power Transmission" strategy [2] - By 2030, the UHV grid is expected to connect over 420 gigawatts of power capacity [2] Group 3 - Funds will also be directed towards smart microgrids and distribution networks to address the integration of distributed energy sources, aiming to consolidate approximately 900 gigawatts of small, decentralized generation facilities [3] - This investment will enhance the grid's capacity to accept clean energy and improve overall system flexibility [3] Group 4 - The rapid development of artificial intelligence is creating new growth points for electricity demand, prompting policymakers to potentially accelerate project approvals [4] - It is anticipated that 7 to 9 new AI-driven projects will be approved this year [4] - The ongoing domestic grid construction is positively impacting local supply chains, particularly benefiting domestic power equipment manufacturers amid a global transformer shortage [4] Group 5 - The two major state-owned grid operators, State Grid Corporation of China and China Southern Power Grid, have been increasing capital expenditures, with a combined budget expected to approach 1 trillion yuan this year [4] - Both companies plan to maintain this growth trend until 2030 [4]

Core Viewpoint - Gansu Province has issued a "Zero Carbon Park Construction Plan" aiming to establish a framework for low-carbon and zero-carbon parks, with specific targets for clean energy consumption, energy storage capacity, and green electricity supply by 2035 [1][10]. Group 1: Main Goals - By 2027, Gansu aims to establish around 5 zero-carbon (low-carbon) parks, and by 2030, around 10, with a goal of achieving national-level zero-carbon park status [1][10]. - By 2035, over half of the parks in the province are expected to complete low-carbon transformation, contributing to the province's carbon neutrality goals [1][10]. Group 2: Construction Pathways - The plan emphasizes increasing the proportion of green energy supply in parks, promoting direct green electricity supply models, and encouraging investment in distributed renewable energy systems [2][10]. - It includes accelerating energy storage peak-shaving construction and developing a new energy system that integrates various renewable energy sources [3][11]. Group 3: Indicator System - The guiding indicator system for zero-carbon park construction includes a 30% weight for energy structure transformation indicators, with specific requirements for clean energy consumption, demand response capability, and energy storage capacity [4][6][23]. - Clean energy consumption must reach at least 60%, with a scoring system that rewards incremental improvements [4][23]. Group 4: Support Policies - The plan outlines financial support mechanisms, including prioritizing funding for parks included in national and provincial zero-carbon construction lists [16]. - It encourages the use of green finance tools such as green loans and bonds to support zero-carbon park projects [16][17]. Group 5: Implementation and Coordination - The provincial development and reform commission will lead the coordination of efforts to implement the zero-carbon park construction plan, ensuring collaboration among various departments [19][20]. - Local governments are tasked with analyzing their parks' conditions and potential for low-carbon development, creating a dynamic list of parks for construction [20].