● 本报记者 刘英杰 新型电力系统建设纵深推进 随着风电、光伏等新能源装机占比持续快速提升，我国新型电力系统建设已进入纵深攻坚阶段。曾韬表 示，当前我国面对的最大系统性瓶颈在于电力系统的"承载力"与"灵活性"不足。新能源发电固有的随机 性、波动性与用电负荷的相对稳定性之间存在显著矛盾，导致电网调峰调频压力剧增，部分地区甚至出 现"弃风弃光"与"用电紧张"并存的结构性问题。 破解这一难题，离不开电网的智能化与柔性化改造。曾韬表示，未来重点关注的方向包括建设具备海量 接入能力并能智能控制分布式资源的"有源配电网"，推广应用柔性直流输电等技术，以及大力发展可聚 合分布式电源、储能和可调负荷的"虚拟电厂"。当下，以云计算、大数据、人工智能和物联网技术为代 表的数字化技术正广泛应用于电网状态监测、故障预警、负荷预测与调度优化。 在此背景下，储能的作用已发生根本性转变。"储能已从'可选项'转变为新型电力系统的'必选项'，是解 决新能源消纳、保障电网安全、提升能效的关键。"曾韬表示，国内储能的商业模式正从早期单一的配 套模式，转向由电能量市场收益、容量补偿、辅助服务收益和专项补贴等构成的多元化市场收益体系。 在政策方面，国 ...

证券日报网讯 1月29日，国电南瑞在互动平台回答投资者提问时表示，目前国电南瑞已掌握柔性直流输 电核心技术，换流阀、IGBT等核心部件已完全具备全国产化能力。国内订单方面，近年来公司陆续中 标宁夏至湖南±800千伏特高压直流输电工程、金上-湖北±800千伏特高压直流输电工程、甘肃-浙江±800 千伏特高压直流输电工程、蒙西-京津冀±800千伏特高压直流输电工程、藏东南-粤港澳特高压柔性直流 工程等项目；国际业务方面，中标德国BorWin6海上风电工程、巴西伊泰普水电站±600千伏直流送出工 程、沙特柔直工程等，实现特高压高端装备出口。2024年公司已开展产线扩能适配"沙戈荒"等项目交付 节奏，已形成±800kV电压等级柔性直流换流阀批量生产能力。 （编辑 王雪儿） ...

Core Insights - The "2025 Green Development Annual Tribute" aims to promote the deep practice of green development concepts across various industries globally, marking a critical phase in climate governance and sustainable development as 2025 is the 10th anniversary of the Paris Agreement and the 5th anniversary of China's dual carbon goals [1][3] Group 1: Event Overview - The event was co-hosted by Phoenix TV and several international organizations, including the Rocky Mountain Institute and the Center for Climate Change Response [1] - The evaluation includes three authoritative lists and four honorary titles, focusing on showcasing pioneering forces in green development [1][3] Group 2: Evaluation Framework - The evaluation references the "Race to Zero" initiative by the UNFCCC and incorporates the UN Sustainable Development Goals and ESG principles to provide a comprehensive assessment framework [3] - The three main lists include the "Top 100 ESG Ratings of Hong Kong-listed Chinese Companies," the "Top 10 Key Clean Technologies for Carbon Neutrality," and the "International Infrastructure ESG Management Pioneer Projects" [3][10] Group 3: Key Clean Technologies - The "Top 10 Key Clean Technologies" list identifies technologies crucial for achieving carbon neutrality, including large-scale renewable energy generation, flexible DC transmission, advanced energy storage, and sustainable fuel preparation [7][9] - Each technology is evaluated based on its carbon reduction potential, market development space, and innovation level [7] Group 4: ESG Management Pioneer Projects - The "International Infrastructure ESG Management Pioneer Projects" list highlights exemplary cases of Chinese companies integrating ESG principles into overseas project management [4] - Notable projects include the expansion of Velana International Airport in the Maldives and the Lekki Deep Sea Port project in Nigeria [4][5] Group 5: Honorary Titles - The honorary titles awarded include "Annual International Sustainable Development Pioneer," "ESG Annual Action Breakthrough Pioneer," "ESG Annual Communication Influence Pioneer," and "ESG Annual Clean Energy and Technology Innovation Pioneer," focusing on companies' ESG practices [15][22] - Awardees include major firms like China Southern Power Grid, China International Capital Corporation, and China Three Gorges International [15][22]

Core Viewpoint - The forum focused on the theme of "Innovation Leading, Green Intelligence Empowering, Supporting High-Quality Development of New Power System Equipment," emphasizing the importance of technological innovation and collaboration in the power equipment industry to achieve high-quality development in the context of China's 14th Five-Year Plan [2][4][5]. Group 1: Event Overview - The 2025 New Power System Development Forum was successfully held in Chongli, Hebei, with over 100 experts from power companies, research institutions, and equipment manufacturers attending [2]. - The event was organized by the China Electricity Council's Power Equipment and Supply Chain Branch, highlighting the significance of innovation in the power equipment sector [2]. Group 2: Key Themes and Discussions - The meeting addressed the need for technological innovation and a stable industrial chain to ensure energy security and promote high-quality economic development [4]. - Experts shared innovative breakthroughs in flexible direct current transmission technology, low-carbon coal power technology, and compressed air energy storage during the forum [7]. - The forum also introduced green procurement rules and advancements in carbon footprint and environmental product declaration platforms for the power industry [7]. Group 3: Industry Collaboration - The event aimed to foster collaboration between upstream and downstream sectors of the power equipment industry, encouraging joint innovation to overcome technical bottlenecks [5]. - A platform for technical exchange was established, allowing representatives from various power equipment manufacturers to share their innovations and practices [8]. - The forum emphasized the importance of creating an open and collaborative innovation ecosystem to support the development of domestic energy power equipment [7].

Core Insights - The flexible DC transmission technology is a key technology for constructing a new power system and supports large-scale renewable energy integration and inter-regional energy cooperation [1][2] - This technology is more flexible and efficient than traditional transmission methods, allowing for real-time adjustment of power delivery and reducing power loss over long distances [1][2] Technology Development - China Electric Power Research Institute (CEPRI) has been a pioneer in flexible DC transmission technology since 2004, developing a proprietary core technology system over nearly two decades [2] - The research team has overcome several global challenges in the field, including converter mechanism and complex stress control, leading to significant advancements in high-capacity flexible DC converters [2] Patent Strategy - CEPRI has implemented a comprehensive patent conversion strategy, creating a high-value patent group consisting of 142 key patents that cover the entire technology chain from basic principles to system control [2][3] - The strategy includes a "core technology decomposition + modular authorization" model, allowing for precise licensing of technology modules to specialized manufacturing companies [3] Industry Impact - The flexible DC transmission technology has been widely applied in major domestic and international power projects, generating direct economic benefits exceeding 11.2 billion yuan and foreign exchange earnings of 262 million euros [4] - Successful implementation of this technology has established a solid foundation for cultivating a high-end power equipment industry cluster worth hundreds of billions [3][4]