昨日（即1月8日），国家能源局综合司公示了《新型电力系统建设能力提升试点（第一批）名单》，共有43个试点项目和10个试点城市名单。 其中储能相关项目有7个，从试点方向上来看含6个构网型技术应用，主要分布在内蒙古、浙江、安徽、云南、山西和甘肃，涉及项目单位有中能建、国电、 华能、南瑞继保、南网储能、吴起经协绿色能源科技有限公司、巨化新能源等。 | 新型电力系统建设能力提升试点项目（第一批）名单 | | | | | --- | --- | --- | --- | | -储能相关项目 | | | | | 试点名称 | 报送审位 | 项目单位 | 试点方向 | | 青海省海西州乌兰风光储联合调控系 | | 中能建数字科技集团、 海西乌兰中规绿电新能 | | | 统友好型新能源电站项目 | 青海省能源局 | 源、中能建山西省电力 | 系统友好型新能源电站 | | | | 勘测设计院 | | | 内蒙古自治区包头市国电双良园区构 | 国家能源投资集团 | 国电电力(达茂旗)新能 | 构网型技术应用 | | 网型储能项目 | 有限责任公司 | 源有限公司 | | | 浙江省衢州市龙游经济开发区共享储 | | 浙江交安能源有 ...

吉林省松原市吉林油田新北智能微电网项目 江苏省徐州市大屯源网荷储协同调控智能微电网项目 河南省鹤壁市淇县新型主体承载力提升智能微电网项目 河南省许昌市襄城县先进制造业开发区智能微电网项目 湖北省宜昌市秭归船舶充换电一体化智能微电网项目 广东省广清经济特别合作区广德 ( 英德 ) 产业园智能微电网项目 新疆维吾尔自治区克州阿合奇智能微电网项目。 2个算电协同试点项目： 北京市海淀区算力中心高比例新能源供电与电算协同项目 安徽省芜湖市长三角枢纽节点芜湖数据中心算电协同项目。 13个虚拟电厂试点项目： 文 | 国家能源局 1月6日， 国家能源局综合司关于新型电力系统建设能力提升试点（第一批）名单的公示。经组织第三方机构评审，拟支持 43个项目及10个城 市 开展 新型电力系统建设能力提升试点工作 。 43个试点项目名单中共涉及7个试点方向：包括 系统友好型新能源电站 4个 、 构网型技术应用 8个 、 智能微电网 7个 、 算电协同 2个 、 虚拟电厂 13个 、 大规模高比例新能源外送 1个、 新一代煤电 8个。 项目单位既有 国家电网、南方电网、华电、中国能建、 国家电投、 国家能源集团、中石油、华润 等央国企 ...

冬日太湖，远山如黛，近水含烟。元旦假期，全新打造的"太湖揽胜10号线"在江苏省苏州市启航。这是 继2025年初游船项目重启后，再次扩展航线，解锁更多太湖秘境。 文旅项目"上新"的背后，是生态环境悄然刷新。记者从江苏省生态环境厅了解到，根据国家初审数据， 2025年全省国考断面优Ⅲ比率为94.8%，同比上升1.0个百分点，保持了"十四五"期间逐年改善的良好势 头，连续4年达到优级水平。大气治理同样传来好消息，截至2025年12月31日，全省PM2.5浓度为31.3微 克/立方米、同比改善3.1%，优良天数比率达81.6%，基本消除重污染天，PM2.5浓度、重污染天数比率 均达有监测记录以来最好水平。 在宜兴太湖西沿岸，2025年投产的生态清淤绿色智能一体化水上平台"太湖之光"，正以每日清淤量8000 立方米的效率，昼夜不停地为太湖"减负"。另一头，清淤产生的余水通过平台处理后，水质稳定达到地 表湖库Ⅲ类标准，直排入湖。 江苏久久为功，推动太湖治理这一"标志性工程"取得"标志性成果"。2025年，太湖连续第18年实现安全 度夏，继2024年首次全年达到国家良好湖泊标准后，水质继续保持Ⅲ类。 环境改善来之不易。"十 ...

Core Viewpoint - The National Development and Reform Commission emphasizes the integration and optimization of infrastructure to enhance efficiency and promote digital transformation and intelligent upgrades in various sectors, particularly in transportation and energy [1] Transportation Sector - The initiative aims to promote the integration of various transportation modes, accelerating the development of hub networks and enhancing the connection between trunk and urban transport systems [1] - Development of comprehensive passenger transport hubs and improvement of the collection and distribution system for hub ports and stations are prioritized [1] - There is a focus on utilizing transportation facility spaces for the construction of photovoltaic, energy storage, and charging facilities, as well as enhancing the flood control, water supply, and power generation functions of shipping and water conservancy hubs [1] - The digital transformation and upgrade of existing facilities are encouraged, alongside a strong push for the development of intelligent transportation systems [1] Energy Sector - Support is provided for the local development and consumption of renewable energy resources in areas rich in such resources, with an emphasis on strengthening cross-regional energy transmission and local self-balancing [1] - The initiative encourages the collaborative construction of national computing power hubs and clean energy bases [1] - There is a push for innovative development of green power parks, zero-carbon parks, and smart microgrids [1] - The advancement of renewable energy generation technologies and the application of flexible direct current transmission and intelligent scheduling are prioritized, along with increased efforts in long-duration energy storage, green hydrogen production, and nuclear fusion technology [1] - Continuous promotion of ultra-supercritical coal power and flexible transformation technologies is also highlighted [1]

零碳园区是构建零碳社会的基本单元。在集中式新能源发展模式受限的情况下，从终端需求侧出发，探 索零碳转型新路径，已成为推动经济绿色转型的重要抓手。 自2024年12月份的中央经济工作会议提出"建立一批零碳园区"之后，今年《政府工作报告》进一步强 调"建立一批零碳园区、零碳工厂"。6月底，国家发展改革委、工业和信息化部、国家能源局联合发布 了《关于开展零碳园区建设的通知》，明确了零碳园区建设的重点任务、基本条件和支持举措。前不 久，国家发展改革委表示将确定首批国家级零碳园区建设名单。 零碳园区是零碳转型的实践载体与创新窗口。产业园区是我国制造业与生产性服务业的主要承载地，能 源消耗量大、碳排放集中，具有显著的集约性与系统性特征。推动零碳园区建设，能够在相对封闭、可 控的空间中探索能源结构调整、产业协同减排、治理模式创新等问题，为更大范围的绿色转型提供经 验。 零碳园区不仅是能源转型的"试验田"，更是产业创新的"加速器"。在园区内开展分布式光伏风电、储 能、智能微电网和能源管理平台的协同应用，有助于实现能源本地化、清洁化与智能化供给。通过推动 企业工艺节能、电气化改造和循环共生机制，促进产业链绿色升级与资源高效利用 ...

Core Viewpoint - The Yangzhou Municipal Government has released a comprehensive implementation plan aimed at accelerating economic and social development through a full green transition, aligning with national and provincial policies on green transformation [5][17]. Group 1: Overall Requirements - The plan emphasizes the importance of adhering to Xi Jinping's economic and ecological civilization thoughts, aiming for a green, low-carbon, high-quality development path, with significant progress expected in key areas by 2030 and a fully established green economy by 2035 [6][19]. Group 2: Key Tasks - The plan outlines several key tasks, including the development of green low-carbon industrial clusters, the upgrade of traditional industries, and the promotion of green low-carbon services [8][19]. - Specific targets include the establishment of 20 zero-carbon factories and a scale of the energy-saving and environmental protection industry reaching approximately 20 billion yuan by 2030 [8][19]. Group 3: Energy Transition - The plan aims to optimize clean and low-carbon energy supply, focusing on the efficient use of coal and the development of non-fossil energy sources, with a target of 10 million kilowatts of renewable energy generation capacity by 2030 [9][19]. - It also emphasizes the construction of a new power system that integrates energy sources, networks, loads, and storage [14][20]. Group 4: Infrastructure Upgrades - The plan includes initiatives for green building development, mandating that new public buildings meet specific green standards and achieve a photovoltaic coverage rate of over 50% by 2030 [9][14]. - Transportation infrastructure will also undergo a green transition, with a focus on enhancing electric vehicle charging networks and promoting the use of electric vessels [9][20]. Group 5: Resource Efficiency - The plan promotes resource conservation and efficiency, including strict water resource management and the promotion of recycling and waste reduction initiatives [11][21]. - By 2030, the plan aims for a recycling volume of approximately 4.5 million tons of major renewable resources [21]. Group 6: Technological Innovation - The plan emphasizes the importance of research and development in green technologies, including new energy vehicles and advanced photovoltaic cells, to support the green transition [10][19]. - It also aims to enhance the commercialization of green technology innovations through various collaborative projects [10][15]. Group 7: Green Consumption - The plan encourages the adoption of green consumption practices among the public, promoting energy-saving behaviors and the use of sustainable products [16][19]. - Initiatives will include campaigns for the replacement of old consumer goods with greener alternatives and the promotion of organic agricultural products [16][19]. Group 8: Policy Framework - The plan outlines the need for a robust policy framework to support green transformation, including the establishment of green standards and financial incentives for sustainable practices [18][22]. - It aims to enhance market mechanisms for resource allocation and promote participation in carbon trading markets [22].

Core Insights - The transformation of Yongxing Island from a primitive state with inadequate infrastructure to a vibrant community is largely attributed to the development of a stable power supply [1][3] - The establishment of a smart microgrid has significantly reduced the average power outage time for households from over 200 hours in 2012 to just 2.25 minutes last year [3] Group 1: Infrastructure Development - The South China Power Grid's establishment in Yongxing Island in 2012 marked a pivotal moment for the island's infrastructure [1] - The initial conditions on the island included frequent power outages, which hindered daily life and economic activities [1][2] Group 2: Community Engagement - The collaboration between power supply personnel and local residents has fostered a strong sense of community, with islanders actively participating in maintenance and repair efforts [2] - The relationship between the power supply team and the islanders has evolved into a partnership, emphasizing mutual support and shared responsibility [2] Group 3: Resilience and Preparedness - The team has developed a culture of preparedness, regularly training for extreme weather events such as typhoons and heavy rains [2][3] - The successful response to the challenges posed by natural disasters is attributed to extensive practice and teamwork [3] Group 4: Long-term Commitment - The commitment to improving the power supply and community welfare is reflected in the ongoing efforts to ensure every household has access to electricity [3] - The personal dedication of the power supply team members has created a lasting impact on the community, making them integral to the island's development [3]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 reached $22.9 million, a 232% increase year-over-year from $6.9 million in Q3 2024 and up from $19.7 million in Q2 2025 [11] - Gross profit margins expanded from 8% in Q2 to 11% in Q3, indicating improved operational efficiencies alongside revenue growth [11] - Operating loss for the quarter was $9 million, which included a $5.6 million non-cash stock-based compensation charge, while the adjusted operating loss was $3.4 million, down from $5.2 million in Q2 [12] Business Line Data and Key Metrics Changes - The company added an 11th new market, Fort Myers, Florida, contributing to increased gallons delivered and unlocking volume-based supplier discounts, which helped increase profit margins from 8% to 11% [5] - The energy division's pipeline includes projects for municipalities and commercial facilities, focusing on on-site power generation, advanced battery storage, and smart microgrid control systems [17][19] Market Data and Key Metrics Changes - The company is focusing on high-demand sectors such as healthcare and large-scale commercial facilities that require continuous power, indicating a strategic shift towards reliability and resilience [6] - The demand for smart microgrids and distributed infrastructure is intensifying as energy needs grow, particularly in relation to AI and data centers [23][24] Company Strategy and Development Direction - The company aims to create a fully connected energy ecosystem that integrates current fueling needs with future clean infrastructure [10] - The strategy includes deepening presence in key markets with mobile fuel delivery and advancing opportunities in renewable distributed infrastructure [10] - The company is positioned to address the urgent need for power generation, storage, and distribution, as highlighted by industry leaders [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's trajectory towards profitability, emphasizing that revenue growth, margin expansion, and disciplined cost management are key to achieving sustainable positive cash flow [25] - The company is optimistic about future energy demands and its ability to provide critical energy solutions, as indicated by discussions with industry leaders [8][9] Other Important Information - The company has taken steps to strengthen liquidity by refinancing its truck fleet and streamlining its debt profile, which enhances financial flexibility [13] - Management highlighted the importance of partnerships in solar hardware and battery storage to enhance offerings and competitive positioning [7] Q&A Session Summary Question: Details on energy division projects - The energy division's pipeline includes projects for municipalities and commercial facilities, focusing on on-site power generation, advanced battery storage, and smart microgrid systems [17][19] Question: Sustainability of margin improvements - Margin expansion is sustainable due to structural changes in the business, including optimized routes and increased gallons delivered, which lower per-unit costs [21][22] Question: Impact of urgent energy needs on NextNRG - The growing demand for energy, especially tied to AI and data centers, positions NextNRG favorably as it offers integrated solutions for power generation, storage, and distribution [23][24] Question: Timeline for sustainable positive cash flow - The path to positive cash flow is linked to continued revenue growth, further margin expansion, and disciplined spending, with a clear trend towards narrowing losses [25]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 reached $22.9 million, representing a 232% year-over-year increase from $6.9 million in Q3 2024 and up from $19.7 million in Q2 2025 [12] - Gross profit margins expanded from 8% in Q2 to 11% in Q3, indicating improved operational efficiencies alongside revenue growth [12][13] - Operating loss for the quarter was $9 million, which included a $5.6 million non-cash stock-based compensation charge, while the adjusted operating loss was $3.4 million, down from $5.2 million in Q2 [12][13] Business Line Data and Key Metrics Changes - The company added an 11th new market, Fort Myers, Florida, contributing to increased gallons delivered and unlocking volume-based supplier discounts, which helped increase profit margins from 8% to 11% [5] - The energy division's pipeline includes projects for municipalities and commercial facilities, focusing on on-site power generation, advanced battery storage, and smart microgrid control systems [19][20] Market Data and Key Metrics Changes - The company is focusing on high-demand sectors such as healthcare and large-scale commercial facilities that require continuous power, reflecting a strategic shift towards reliability and resilience [6] - The demand for smart microgrids and distributed infrastructure is intensifying as energy needs grow, particularly in relation to AI and data centers [24] Company Strategy and Development Direction - The company aims to create a fully connected energy ecosystem that integrates generation, storage, distribution, and fueling, positioning itself as a leader in the energy transition [4][10] - Future strategies include deepening market presence with mobile fuel delivery and advancing renewable distributed infrastructure [11] Management's Comments on Operating Environment and Future Outlook - Management highlighted the urgent need for expanded energy generation and infrastructure, emphasizing that the current grid cannot keep pace with accelerating demand [9][24] - The company is optimistic about its position to address energy challenges, with a focus on scaling operations and improving margins [10][26] Other Important Information - The company has taken steps to strengthen liquidity by refinancing its truck fleet and streamlining its debt profile, enhancing financial flexibility [15] - The CEO is now free from non-compete restrictions, allowing the company to fully engage in all forms of EV charging [17] Q&A Session Summary Question: Details on energy division projects - The energy division's pipeline includes projects for municipalities and commercial facilities, focusing on on-site power generation, advanced battery storage, and smart microgrid systems [19][20] Question: Sustainability of margin improvements - Margin expansion is sustainable due to structural changes in the business, including optimized routes and increased gallons delivered, which lower per-unit costs [22][23] Question: Impact of urgent energy demand on NextNRG - The growing demand for energy, especially related to AI and data centers, positions NextNRG favorably for providing integrated energy solutions [24] Question: Timeline for sustainable positive cash flow - The path to positive cash flow is linked to continued revenue growth, further margin expansion, and disciplined spending, with improvements expected as new markets mature [25][26]

Core Viewpoint - The State Council of China has issued measures to stimulate private investment, emphasizing the importance of private investment as a key indicator of economic vitality and aiming to create an environment where private capital can thrive [1][2]. Group 1: Policy Measures - The newly released measures include 13 targeted policies to enhance private investment, focusing on ensuring that private investors feel confident and capable of investing [1]. - The measures aim to expand market access for private investment in key sectors such as nuclear power, hydropower, and oil and gas pipelines, which have traditionally been dominated by state-owned enterprises [2][3]. Group 2: Investment Growth and Trends - In the first three quarters of the year, private investment in non-real estate projects grew by 2.1% year-on-year, with infrastructure investment increasing by 7% and manufacturing investment by 3.2% [2]. - The measures allow for private capital to hold more than 10% in qualifying projects, which is expected to significantly enhance the growth potential for private investment [3]. Group 3: Energy Sector Developments - The private economy in the energy sector has been expanding, with significant participation from private enterprises in new nuclear power projects and hydropower stations [4]. - The number of private electricity sales companies has reached over 2,400, accounting for nearly 60% of the total, indicating a robust growth in the private sector's role in energy distribution [5]. Group 4: Regulatory Environment - The government is working to lower entry barriers for private companies in the energy sector, with over 85% of electricity facility construction now involving private enterprises [6]. - New regulations are being implemented to ensure fair access to energy infrastructure for all market participants, promoting competition and transparency in the energy market [7][8].