近期全球能源行业动态呈现出传统能源市场面临挑战、清洁能源发展势头强劲以及能源转型与合作加速推进等特点。这些 动态将对全球能源格局产生深远影响，并推动全球能源向更加清洁、低碳、可持续的方向发展。 一、能源资讯 （一）日本关西电力签署澳大利亚和日本液氢供应协议 近日消息，关西电力公司（KEPCO）已与伍德赛德能源公司、日本水装能源有限公司达成合作，计划在澳大利亚与日本之 间搭建液氢供应链，相关合作内容已纳入谅解备忘录（MoU）。 根据备忘录规划，液氢将由伍德赛德位于澳大利亚西澳大利亚州的H2Perth项目生产，再通过液氢运输船运送至日本东京的 专用接收站。其中，H2Perth工厂将采用天然气重整技术制备液态氢，目标从投产运营之初，就实现范围1和范围2温室气体 净零排放。 三方在联合声明中表示，此次签署谅解备忘录，彰显了各方加速能源转型的共同愿景——通过整合技术、基础设施与国际 合作，为实现低碳未来提供助力。 （二）秘鲁输电运营商进军非传统可再生能源市场 其中，电力传输特许经营商ATN今年7月提交申请的100MW Montalvo太阳能园区，已获该部颁发的临时特许权。根据权益 内容，ATN可使用公共财产并获得临时通 ...

（文章来源：新华社） 人民财讯10月7日电，俄罗斯原子能电力公司7日表示，乌克兰无人机6日夜间袭击其下辖的新沃罗涅日 核电站，但未影响其运行，核电站本底辐射水平也正常。 ...

中国电力是否过剩？发电能力为何突增？电力帝国意味着什么？民企光伏是否会被限制上网？这些问题需结合当前电力体制才能讲透。 当前中国电力供给端并非 "过剩" 能简单概括，核心矛盾在于：用21世纪技术建成强悍发电能力，调度系统却仍沿用20世纪体制。 | 指 标 单位 | 名 | 称 | 全年累计 | 同比增长 | | --- | --- | --- | --- | --- | | (%) | | | | | | 全国发电装机容量 万千瓦 | | | 334862 | 14.6 | | 其中:水电 万千瓦 | | | 43282 | 3.2 | | 火电 万千瓦 | | | 144445 | 3.8 | | 杉由 万千瓦. | | | 6083 | 6.9 | | 2024年,全社会用电量98521亿千瓦时,同比增长0.8%,且中划投以上工业发电量力94181亿千瓦时,从分产业用电看,第一产 | | | | | | 业用电量1357亿千瓦时,同比增长6.331,第二产业用电量63374亿千瓦时,同比增长5.18」第三产业用电量18348亿千瓦时,同比增 | | | | | ● 发电量 ● 用电量 8344 内蒙古 5 ...

2024年未全国发电装机容量 单位:亿千瓦 水电装机容量 4.4 核电装机容量_ 0.6 火电装机容量 14.4 并网风电装机容量 5.2 并网太阳能发电装机容量 19.9 2024年全国发电量 单位:亿千瓦时 数据来源:国家统计局(统计范围为规模以上工业法人单位) 城市进化论 2024年31省份风力发电及太阳能发电 单位:亿千瓦时 | | 风力发电 | 太阳能发电 | | --- | --- | --- | | 内蒙古- | 1643.0 | 310.4 | | 新疆 - | 707.9 | 380.4 | | 河北- | 634.7 | 303.3 | | 江苏- | 541.2 | 145.7 | | 山东- | 541.1 | 213.0 | | 山西- | 478.2 | 192.0 | | 甘肃- | 443.2 | 239.1 | | 河南 | 382.4 | 68.0 | | 广东- | 381.1 | 140.5 | | 石南- | 374.3 | 281.7 | | 辽宁- | 318.1 | 57.3 | | 广西- | 305.1 | 91.2 | | 吉林- | 280.1 | 44 ...

10月2日，位于江苏省连云港市的田湾核电基地累计安全发电突破5000亿度，为江苏及长三角发展提供 了源源不断绿色清洁能源，等效节约标准煤消耗1.5亿吨，减排二氧化碳约4亿吨。（央视新闻） ...

当人们热议中美之间那场关于芯片的科技对决时，一个更根本、更底层的战场却悄然浮现。在美国，一 些数据中心已经开始了一场"大迁徙"，它们背井离乡，不是为了更快的网络，而是为了更便宜的电，纷 纷涌向德克萨斯和爱荷华州的广袤荒原。 这戏剧性的一幕揭示了一个被忽略的真相：人工智能这场世纪豪赌的终极筹码，并非仅仅是那块小小 的、刻满电路的硅片，而是支撑它运转的、源源不断的电力。 在这场关乎未来的竞赛中，中国真正的雄心，不仅仅是在芯片或数据中心上追赶，更在于解开一个盘根 错节的"电力悖论"。这个悖论由结构、需求和时空三个环环相扣的矛盾构成，其答案将直接决定中国AI 产业的未来走向。 放眼望去，中国电力系统的"绿色"面子实在太有冲击力了。就在2024年这一年里，中国新增的光伏装机 容量，竟然超过了地球上任何一个国家历史上的累计总量。这速度简直让人咋舌。 今年年初，一个历史性的时刻到来了。截至3月底，风电与光伏的合计装机容量达到了惊人的14.82亿千 瓦，首次压过了传统霸主——火电的14.5亿千瓦。 这还不算完。仅仅在今年的第一季度，新并网的光伏发电量就高达5971万千瓦。这是什么概念？相当于 在短短三个月内，平地建起了两百多 ...

Core Viewpoint - 大唐国际发电股份有限公司 is transitioning from a traditional large thermal power company to a comprehensive energy company with multiple energy sources, focusing on green transformation and high-quality development during the "14th Five-Year Plan" period [1] Group 1: Business Performance - In 2023, 大唐发电 achieved a turnaround from loss to profit, with historical highs in both revenue and operating profit expected in 2024 [2] - By the first half of 2025, the total profit reached 7.284 billion yuan, a year-on-year increase of 36.14%, with significant contributions from the coal and wind power sectors [3] Group 2: Energy Transition and Development - The company is actively developing wind and solar energy projects, exploring new industries such as pumped storage and hydrogen energy, and optimizing its energy structure [4] - As of mid-2025, clean energy installations accounted for 40.87% of the total capacity, with a total installed capacity of 80,889.68 MW [3] Group 3: Digital Transformation - The company is accelerating its digital transformation, implementing smart management systems in wind farms and utilizing VR training systems for employee skill development [5][6] - The establishment of a centralized control center for renewable energy is underway, enhancing operational efficiency and reducing the need for on-site personnel [6] Group 4: Strategic Projects and Initiatives - During the "14th Five-Year Plan," the company has successfully completed key supply tasks, contributing significantly to the energy supply for the capital [7] - Major projects include the 2 million kW renewable energy delivery project in Inner Mongolia, which is expected to produce over 4.1 billion kWh of green electricity annually [7][8] - The company is also focusing on large-scale wind and solar base development, offshore wind power, and new business models to increase the proportion of clean energy installations [8]

2025年的全球制造业版图正在重新洗牌，美国和西方国家不断尝试把制造中心迁往越南、印度，甚至非洲，幻想能摆脱对中国的依赖。 但几年下来，结果一再打脸，谁都想成为下一个中国，谁都想复制中国奇迹，最终却发现无从下手。 问题的根源就在于，真正支撑中国制造的并不是人口，也不是工资，而是一整套别人都没有的完整重工业体系。 这才是中国最大的秘密，也是全球制造业最无法忽视的底层逻辑。 很多人以为制造业靠的是工人多、工资低，但事实完全不是这么简单。 没有钢铁、没有煤炭、没有电力、没有基础化工和装备制造，所谓制造业只不过是"拼装车间"。 越南和印度就是最好的例子。 西方资本一度把越南吹成"下一个世界工厂"，年轻的劳动力、低廉的工资、对外友好的政策、优质港口条件，看上去比中国当年更有优势。 苹果、三星等巨头纷纷设厂，甚至一些电子代工订单大规模转移。 但没过几年，现实啪啪打脸，越南制造业中超过60%的中间品来自中国。 五金件要靠进口，塑料原料要靠进口，化工品要靠进口，就连最简单的螺丝和齿轮都要靠进口。 越南没有钢铁产业链，没有化工母工业，更没有装备制造体系，根本无法形成独立制造。 所以它只能做组装，一旦全球贸易有风吹草动，立刻陷入 ...

Investment Rating - The industry investment rating is "Maintain Buy" [5] Core Viewpoints - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes stabilizing electricity prices and preventing "involution" in the industry. The new target for wind and solar installed capacity is set at 360 million kilowatts by 2035 [3][10] - As of August 2025, the total installed capacity of power generation in China reached 3.69 billion kilowatts, with a year-on-year growth of 18%. Solar power capacity reached 1.12 billion kilowatts, growing by 48.5%, while wind power capacity reached 580 million kilowatts, increasing by 22.1% [4][11] - The report suggests that the current year is crucial for achieving the 14th Five-Year Plan goals, with significant growth in wind and solar installations expected, potentially reaching the 2030 target ahead of schedule [3][11] Summary by Sections Industry Overview - The Shanghai Composite Index rose by 0.21% to 3828.11 points, while the CSI 300 Index increased by 1.07% to 4550.05 points during the week of September 22-26, 2025. The CITIC Power and Utilities Index rose by 0.56%, underperforming the CSI 300 by 0.51 percentage points [1][57] Key Industry Insights - The SASAC's meeting on September 25 focused on stabilizing coal and electricity prices, indicating that the downward pressure on electricity prices is expected to ease [4][16] - The new national contribution target aims for 360 million kilowatts of installed wind and solar capacity by 2035, with nearly 200 million kilowatts of additional capacity available for development [3][11] - The report highlights the importance of renewable energy consumption and the potential for green electricity trading policies to be strengthened [3][11] Investment Recommendations - The report recommends focusing on undervalued green electricity sectors, particularly in Hong Kong stocks and wind power operators. Specific companies to watch include Xintian Green Energy (H), Longyuan Power, and Jidian Co. [4] - It also suggests paying attention to the thermal power sector, with companies like Huaneng International and Huadian International being highlighted for their potential [4][7] Market Performance - The report notes that over half of the listed companies in the power and utilities sector experienced declines in stock prices during the week [1][57] - The carbon market saw a decrease in trading prices, with a weekly drop of 0.87% [52] Key Metrics - As of August 2025, the average utilization hours for power generation equipment were 2105 hours, a decrease of 223 hours compared to the previous year [4][11] - The report indicates that the cumulative trading volume of carbon emission allowances reached 723 million tons, with a total transaction value of 49.525 billion yuan [52]

Core Insights - The National Energy Administration released national electricity industry statistics for January to August, showing a cumulative installed power generation capacity of 3.69 billion kilowatts, a year-on-year increase of 18.0% [1][2] - Solar power generation capacity reached 1.12 billion kilowatts, marking a significant year-on-year growth of 48.5%, while wind power capacity increased by 22.1% to 580 million kilowatts [1][2] - The average utilization hours of power generation equipment decreased by 223 hours compared to the same period last year, totaling 2105 hours [1][2] Installed Capacity Breakdown - Total installed capacity: 3.69379 million kilowatts, up 18.0% year-on-year [2] - Hydropower: 442.19 million kilowatts, up 3.2% [2] - Thermal power: 1494.36 million kilowatts, data not specified [2] - Nuclear power: 60.94 million kilowatts, up 4.9% [2] - Wind power: 579.01 million kilowatts, up 22.1% [2] - Solar power: 1117.23 million kilowatts, up 48.5% [2] Energy Consumption and Investment - National coal consumption rate for power supply: 304.6 grams per kilowatt-hour, a decrease of 1.5% [2] - Total heat supply: 392.706 million megajoules, with a slight increase of 0.05% [2] - Total coal consumption for heat supply: 23.089 million tons, down 1.3% [2] - Cumulative average utilization hours of power generation equipment: 2105 hours, down 223 hours [2] - Power engineering investment completed: 499.2 billion yuan, an increase of 0.5% [2] - Grid engineering investment completed: 379.6 billion yuan, up 14% [2] - New installed power generation capacity: 345.16 million kilowatts, with significant contributions from solar and wind power [2][3]