南网储能公司梅蓄二期项目部总经理朱金华表示，首台机组顺利投产，不仅有助于提高粤港澳大湾区的 电网调节能力，也通过市场化的方式进一步促进新能源消纳。接下来加紧剩下三台机组的安装调试，确 保梅蓄二期工程在年内全面建成投产。 据了解，梅蓄二期工程装机规模120万千瓦，建成后将推动粤港澳大湾区抽蓄在运规模和调节能力分别 突破1000万千瓦和2000万千瓦。 记者从南方电网了解到，今天（8月26日），"十四五"粤港澳大湾区首个抽蓄工程——梅州抽水蓄能电 站二期工程的首台机组投产发电，有力提高粤港澳大湾区的电网调节能力。 今天，广东梅州抽水蓄能电站二期工程取得关键进展，首台机组正式投产发电，每小时可产生30万度清 洁电能，相当于5万居民用户一天的用电需求。该发电量也全部参与电力市场交易，推动广东抽水蓄能 市场化运营规模达到150万千瓦。 （文章来源：央视新闻） ...

青海省的西北角，柴达木盆地的边缘处，有一座名为冷湖的城镇。这里平均海拔近3000米，总面积相当 于2.5个广州市，常住人口却不足千人。这里曾因石油而一度繁荣，但随后又因资源枯竭陷入沉寂。 2016年，以中国广核集团（下称"中广核"）为代表的能源巨头将触角伸向冷湖，随后越来越多企业陆续 入驻。"2016年之前，冷湖镇产业极为单一，除石油产业外，几乎没有其他产业支撑。"中广核新能源青 海公司驻冷湖工作人员对第一财经记者说。 8月中旬，第一财经记者来到冷湖，广袤无垠的戈壁滩上，成片的风机在风中旋转，公路上搭载着风电 设备的大卡车来来往往，项目工地上机器轰鸣。 随着新能源与年轻人的到来，产业兴起带动当地基础设施与服务业发展，公路、酒店餐饮等配套持续完 善，又给冷湖带来新惊喜——独特地貌吸引各地游客，使其成为网红打卡地。 从石油到新能源 从广州前往冷湖，记者需先乘机到甘肃敦煌，随后驱车270余公里，穿越茫茫戈壁滩，3个小时后，终于 抵达此行目的地。 1954年，一支石油地质勘探队踏入冷湖。此地干旱少雨，昼夜温差高达60摄氏度，地表满是盐碱与砾 石，荒无人烟。但当勘探队在附近发现名为奎屯诺尔（蒙古语意为"异常冰冷的湖泊" ...

Core Viewpoint - Zhejiang Fuchunjiang Environmental Thermoelectric Co., Ltd. reported a 13.07% increase in revenue for the first half of 2025, reaching approximately 2.50 billion yuan, driven by its diversified business model in energy and environmental management [2][3]. Company Overview and Financial Indicators - The company operates in the circular economy sector, focusing on combined heat and power generation, solid waste resource recovery, and environmental monitoring [3]. - The total assets at the end of the reporting period were approximately 8.46 billion yuan, a slight decrease of 1.00% from the previous year [2]. - The net profit attributable to shareholders increased by 51.69% to approximately 132.81 million yuan [2]. Business Operations - The company has expanded its operations across four provinces: Zhejiang, Jiangsu, Jiangxi, and Shandong, utilizing a model of "combined heat and power + solid waste resource recovery + environmental monitoring" [3]. - The company has two ongoing combined heat and power expansion projects, with a total planned capacity increase of 43 MW and steam generation capacity of 360 tons/hour [3]. Revenue Composition - The revenue from combined heat and power generation accounted for 48.96% of total revenue, while the revenue from non-ferrous metal resource utilization decreased by 4.16% compared to the previous year [7][8]. - The company reported a significant increase in sales of recycled non-ferrous metals, including 2,525.97 tons of tin and 185.21 kg of gold during the reporting period [3]. Market Trends and Regulatory Environment - The solid waste and hazardous waste resource recovery market is expected to grow significantly, with projections indicating a market size exceeding 500 billion yuan by 2025, driven by stricter environmental regulations [3]. - The implementation of the "National Hazardous Waste Directory (2025 Edition)" aims to enhance the management and resource utilization of hazardous waste, aligning with national goals for a "waste-free city" and carbon neutrality [3]. Competitive Advantages - The company has established a strong market position through early entry into the industry and strategic acquisitions, enhancing its resilience against market risks [6]. - The company collaborates with multiple universities to develop advanced technologies in environmental monitoring and waste management, maintaining a competitive edge in the sector [6].

浙江电网是典型的受端电网，省外来电占全社会电力消费的1/3。国网浙江电力扛牢能源保供首要责 任，建成"两交三直"特高压骨干网架，高效促进清洁能源大规模跨区域消纳。 为确保能源大动脉的稳定运行，国网浙江电力在湖州构建特高压重要输电通道"立体巡检+集中监控"运 检新模式，打造输电专业队伍、特高压人工护线队伍、属地供电所、政企联动、义务护线员五级联防协 同作战体系。今年，特高压输电设备监测运检技术专业特色应用创新中心落地湖州，力争以湖州实践为 全国特高压运维工作提供可复制可推广的经验。2024年，"西电东送"特高压工程向浙江输送电量首次突 破1000亿千瓦时，达1025亿千瓦时，同比增长10.3%，为浙江经济社会高质量发展注入澎湃绿色动能。 电网建设的"含绿量"也在提升，国网浙江电力坚持以生态优先、绿色发展为导向，推动坚强智能电网与 生态环境共融共生，开创了"生态电网"的新范式。 在湖州市投运近零碳排放的110千伏城北变电站，围墙上的钙钛矿光伏板与建筑融为一体，将阳光转化 为电能，减少20%的碳排放；屋面导光技术让阳光成为灯光，日间室内照明100%采用自然采光；沥青 道路建设中二次利用废弃轮胎，余热回收系统实现末端 ...

Core Insights - Jilin Province is transitioning from a coal-dominated energy structure to a diversified renewable energy model, focusing on wind, solar, and hydrogen energy [1][3][4] - The province has achieved a significant increase in installed renewable energy capacity, reaching 31.21 million kilowatts, which accounts for 63.93% of the total installed capacity [1] - Key projects include the world's largest green ammonia production facility with an annual capacity of 180,000 tons and the first large-scale green methanol production project in the country [3] Group 1: Energy Transition - Jilin Province's installed power generation capacity reached 48.81 million kilowatts by the end of June, marking a year-on-year growth of 9.62% [1] - Renewable energy sources, including hydropower, wind power, solar power, biomass, and waste-to-energy, saw a year-on-year increase of 15.79% [1] - The province is recognized as one of the first five pilot provinces for hydrogen energy in the country [1][3] Group 2: Key Projects - The Daan Wind-Solar Green Hydrogen Integrated Ammonia Demonstration Project has been launched, with an expected annual carbon reduction of 650,000 tons [3] - The Taining City Wind Power Coupled Biomass Green Methanol Integrated Demonstration Project has successfully produced the first batch of large-scale green methanol [3] - The construction of the 100,000-kilowatt solar thermal project in Baicheng is nearing completion, expected to provide 180 million kilowatt-hours of clean electricity annually [3] Group 3: Industry Development - Jilin Province is developing ten provincial-level coordinated green energy industrial parks across its eastern, central, and western regions [3] - The energy industry is shifting from traditional energy reliance to new energy driving growth, extending from renewable energy base construction to a full industrial chain [3][4] - The province is focused on creating a new energy system characterized by new energy structures, forms, and strong low-carbon supply chains [4]

Core Viewpoint - Zhejiang Fuchunjiang Environmental Protection Thermal Power Co., Ltd. (Fuchun Environmental) expects a significant increase in net profit for the first half of 2025, driven by lower coal prices and enhanced profitability in its thermal power business [1] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders between 178 million to 207 million yuan, representing a year-on-year growth of 80% to 110% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 131 million to 153 million yuan, indicating a year-on-year increase of 50% to 75% [1] Group 2: Business Operations - Fuchun Environmental's thermal power business has benefited from a decline in coal prices and a steady increase in heating supply, which has enhanced the profitability of this segment [1] - The company has expanded its business model from thermal power generation to include solid waste (hazardous waste) resource utilization and environmental monitoring and governance [1] - The main products of the thermal power business are clean thermal energy and clean electricity, with the company providing centralized heating services to enterprises in industrial parks while selling excess electricity [1] Group 3: Capacity and Expansion Plans - The total production capacity of the thermal power business currently stands at 340 megawatts, with 34 boilers and 22 turbines operational, and there are two expansion projects expected to add 43 megawatts of capacity [2] - In the solid waste resource utilization segment, the company is advancing the construction of a project that will process 50,000 tons of general solid waste annually, along with upgrades to existing production lines [2] - The company aims to enhance product value and improve market competitiveness through technological upgrades and the expansion of production lines, thereby maximizing economic benefits [2]

Economic Growth and Trade - China's service trade showed a steady growth with a total import and export value of 32,543.6 billion RMB, marking a year-on-year increase of 7.7% in the first five months of 2025, with exports growing by 15.1% and imports by 2.7% [1] - Knowledge-intensive service imports and exports reached 12,492.7 billion RMB, growing by 5.0% [3] - Travel services continued to grow rapidly, with imports and exports reaching 9,200.5 billion RMB, an increase of 12.2%, making it the largest sector in service trade [5] Policy Support and Manufacturing - The main policies supporting technological innovation and high-quality development in manufacturing resulted in tax reductions and refunds amounting to 636.1 billion RMB in the first five months of 2025 [7] - High-tech industry sales revenue increased by 14.2%, significantly outpacing the overall national growth rate, while manufacturing sales revenue grew by 4.2% [8] Commodity Prices and Futures Market - The commodity price index in China rose to 110.8 points in June, reflecting a 0.5% month-on-month increase, indicating a recovery in production and business activities [10] - The futures market saw a cumulative trading volume of 4.076 billion contracts and a trading value of 339.73 trillion RMB in the first half of 2025, with year-on-year increases of 17.82% and 20.68% respectively [10] Renewable Energy Development - The Jiangsu Dafeng offshore wind power project, the farthest offshore wind project in China, has begun grid-connected power generation with a total installed capacity of 800 MW, capable of supplying over 2.6 billion kWh of clean electricity annually [13] International Trade and Logistics - The "Zheng He" international multimodal transport train service launched from Kunming, Yunnan, to Vientiane, Laos, with new routes to Thailand, Singapore, and Bangladesh, significantly reducing transportation distance and time [14][17]

Core Viewpoint - The Liujiashan Hydropower Station, celebrated for its 50th anniversary, symbolizes the achievements of the Communist Party of China in transforming the Yellow River into a source of clean energy and economic development, reflecting the party's commitment to the people's welfare and ecological sustainability [1][19]. Group 1: Historical Significance - The establishment of the Liujiashan Hydropower Station was a monumental achievement, marking the realization of a long-held dream to harness the Yellow River for large-scale hydropower generation [3][5]. - The construction faced numerous challenges, including technological blockades and material shortages, yet it was completed through the dedication and sacrifice of many workers [5][7]. Group 2: Operational Achievements - Since its commissioning, the Liujiashan Hydropower Station has played a crucial role in providing electricity to the northwest industrial base, acting as a "power heart" during the socialist construction period and an "energy engine" during the reform era [7]. - The station has a total installed capacity of 1.35 million kilowatts, with significant upgrades and expansions over the years, including a 190,000-kilowatt increase through modernization efforts [9][13]. Group 3: Environmental and Ecological Contributions - The hydropower station has implemented various measures to mitigate sedimentation issues, including the construction of a sediment discharge tunnel, enhancing its operational efficiency and ecological protection [11]. - Liujiashan has actively participated in ecological restoration efforts, planting over two million trees and improving local environmental conditions [17]. Group 4: Future Prospects - The Liujiashan Hydropower Station is positioned to continue its role as a leader in energy production, contributing to China's goals of achieving carbon neutrality and supporting high-quality development [13][19]. - The station's ongoing modernization and ecological initiatives align with national strategies for sustainable development and environmental protection [17][19].

Core Insights - The successful grid connection of the 100MW Anse Pingqiao project marks a significant milestone for Guizhou Jinyuan Shaanxi New Energy Company, indicating its management capacity has officially surpassed 1 million kilowatts [1][3] - Over the past five years, the company has transformed from an unknown entity to a benchmark enterprise in the industry, achieving over 100 million yuan in profit and demonstrating a strong commitment to expanding installed capacity and improving management efficiency [1][5] Development Timeline - Founded in August 2020, the company quickly established itself in the renewable energy sector, focusing on the abundant yet underdeveloped wind and solar resources in Shaanxi [2] - In its first year, the company completed site selection and feasibility studies for initial projects, and by the second year, it had initiated multiple distributed wind and solar projects, achieving an installed capacity of 150,000 kilowatts [2] - By 2022, the company capitalized on national policies to develop distributed solar projects, increasing its installed capacity to 498,400 kilowatts, with a 33% increase in power generation compared to the previous year [2][3] Recent Achievements - In 2023, the company focused on energy storage projects and integrated wind-solar-storage models, adding 100,000 kilowatts of installed capacity [3] - By 2024, the company’s power generation surged from 60 million kilowatt-hours to 1.236 billion kilowatt-hours, with projections of reaching 1.344 billion kilowatt-hours by 2025 [3][4] Environmental Impact - The company is expected to provide over 2 billion kilowatt-hours of clean energy annually, reducing coal consumption by 650,000 tons and cutting carbon dioxide emissions by 1.7 million tons [4] Management Innovations - The company has restructured its management to a flatter, more agile model, enhancing decision-making efficiency and reducing project approval times by over 50% [5] - Investments in a smart energy management platform have led to a 30% reduction in equipment failure rates, a 25% decrease in operation and maintenance costs, and a 15% increase in power generation efficiency [5] Talent Development - The company emphasizes a "talent-driven" strategy, fostering a robust training and incentive system that has significantly strengthened its workforce over five years [6] - Financially, the company has seen its total assets expand nearly tenfold, with profits rising from 5 million yuan in 2020 to 108 million yuan in 2024, while optimizing its debt ratio from 98.29% to 55.58% [6] Future Goals - The company aims to achieve a balanced development of wind and solar power capacities by 2027, targeting a net asset return rate of 8% and establishing itself as a benchmark enterprise outside of Guizhou [8]

Group 1 - The core viewpoint of the articles highlights the development and benefits of biomass power generation in Xuzhou, Jiangsu, particularly through the utilization of agricultural waste such as straw and livestock manure [1][2] - Guoneng Pizhou Biomass Power Generation Co., Ltd. has established a mature system for the collection, storage, transportation, and utilization of straw, consuming approximately 300,000 tons of straw annually and generating over 220 million kWh of clean electricity [1] - The company’s operations lead to a saving of about 90,000 tons of standard coal and a reduction of approximately 200,000 tons of carbon dioxide emissions each year [1] Group 2 - The local government has effectively addressed the issue of straw burning in rural areas through the development of the biomass power generation industry [1] - In Suining County, 37 biogas engineering facilities have been constructed, with a total anaerobic fermentation device volume of 49,200 cubic meters, processing around 960,000 tons of organic waste annually and producing approximately 26 million cubic meters of biogas [1] - The State Grid Xuzhou Power Supply Company has opened a green channel to facilitate the integration of biomass power projects into the grid, assisting in equipment debugging, testing, and maintenance to enhance efficiency and stability [2]