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库布齐沙漠中北部“沙戈荒”新能源大基地全面开工
Xin Hua She· 2025-09-29 13:51
库布齐沙漠中北部"沙戈荒"新能源大基地总投资988亿元,规划建设光伏800万千瓦、风电400万千瓦, 配套支撑性煤电400万千瓦、新型储能500万千瓦时。此前,该基地分两期建设了200万千瓦先导工程, 暂时接入蒙西电网。全部工程计划于2027年底前建成投运,届时将通过特高压通道实现电力外送。外送 通道起点位于鄂尔多斯市达拉特旗,途经山西省,落点位于河北省沧州市,全长699公里,电压±800千 伏、输送容量800万千瓦。 记者从内蒙古自治区能源局获悉,9月29日,库布齐沙漠中北部"沙戈荒"新能源大基地在内蒙古自治区 鄂尔多斯市达拉特旗全面开工建设。 基地全部投运后,每年可为以京津冀为中心的华北电网输送电量约360亿千瓦时,其中新能源电量占比 60%,每年可减少标煤消耗约640万吨、减排二氧化碳约1600万吨,将有力促进华北地区能源结构绿色 转型和节能减排,有效提高优质电力资源跨区域优化配置能力,更好服务保障华北地区电力供应和电网 安全。(记者安路蒙) ...
内蒙古千万千瓦级“沙戈荒”新能源大基地开工 预计2027年投运
Xin Lang Cai Jing· 2025-09-29 04:50
Core Viewpoint - The construction of the large-scale renewable energy base in the northern part of the Kubuqi Desert in Inner Mongolia has officially commenced, marking a significant step in the region's renewable energy development [1] Group 1: Project Overview - The Kubuqi Desert northern renewable energy base is the first large-scale "sand-gobi-wasteland" wind and solar power base in Inner Mongolia, with a total investment of 98.8 billion yuan [1] - The project plans to install 8 million kilowatts of solar power and 4 million kilowatts of wind power, along with supporting coal power of 4 million kilowatts and new energy storage of 500 megawatt-hours [1] Group 2: Infrastructure Development - The base will also include the construction of the "Inner Mongolia Ordos to Hebei Cangzhou" ultra-high voltage power transmission corridor, which will have a total length of 699 kilometers and a voltage level of ±800 kilovolts [1]
中美印发电量差距断崖:美国4.63万亿度,印度2.03万亿,中国呢?
Sou Hu Cai Jing· 2025-09-27 11:35
2025年9月,特朗普在联合国大会上再次语出惊人,把气候变化称为"骗局",还顺手批评中国造了那么多风力发电机,自己却几乎不用。 这话将矛盾对准中国的同时,也把全球目光引向了一个关键问题,在电力需求不断攀升、能源转型迫在眉睫的今天,各个大国究竟是如何"发电"的?发电量 又是多少呢? 2024年,美国全年发电量约4.6万亿千瓦时,印度约2.03万亿千瓦时,那么被特朗普点名的中国,去年的发电量又是多少呢? 回想21世纪初,煤炭还是美国发电的绝对主力,2005年燃煤发电占比曾接近50%,但到了2024年,煤炭已经跌到发电结构的第四位,占比不到15%,创下历 史新低,取而代之的是天然气、可再生能源和核能。 如今,天然气堪称美国发电领域的头号选手,2024年其发电量占比约达43%,这一局面得益于美国页岩气革命的持续效应,价格低廉的天然气,令煤电渐失 竞争优势。 当然,美国的风电发展也面临政策波动的影响,比如海上风电项目被叫停、本土供应链保护等,这些因素可能拖慢其清洁能源转型的速度。 那么作为全球第一大人口大国,印度又是如何应对国内的电力需求的?2024年发电量又是多少呢? tops for 9 15 a ATTA: MU ...
发挥煤电灵活调节作用,助力新型电力系统建设——新一代煤电技术支撑新型电力系统发展论坛成功举办
Zhong Guo Jing Ji Wang· 2025-09-25 13:00
Core Viewpoint - The forum focused on the role of coal power in supporting the development of a new power system, emphasizing its dual role in providing baseline security and flexible regulation [2][4][6]. Group 1: Forum Overview - The forum was co-hosted by the China Electricity Council's Thermal Power Branch and China Huaneng Group, held in Chongli, Hebei, on September 24 [2]. - The theme was "Leveraging the Flexible Regulation Role of Coal Power to Assist in the Construction of a New Power System" [2]. - Key discussions included coal power's role in ensuring stability and flexibility in the new power system, innovation paths for new coal power technologies, digital transformation practices, and low-carbon development [2]. Group 2: Key Insights from Leaders - Yu Chongde, Vice Chairman of the China Electricity Council, highlighted coal power as the "ballast" of China's energy system, crucial for energy security and renewable energy consumption [4]. - He emphasized the need for coal power to undergo efficient, flexible, low-carbon, and digital upgrades to align with the new power system [4]. - The China Electricity Council aims to support coal power technology innovation and industry transformation through standards, benchmarking, and research [4]. Group 3: Technical Innovations and Goals - Chen Jiang, Director of the Environmental Protection Department at China Huaneng Group, stated that transitioning coal power to a "basic security + system regulation" role is essential for achieving carbon neutrality goals [6]. - He outlined four key technological innovation directions: enhancing online monitoring technology, developing flexible peak-shaving technologies, implementing low-carbon technologies like CCUS and hydrogen blending, and advancing digital transformation through big data and digital twins [6]. - The forum featured insights from seven industry experts on efficient power generation technology, flexible regulation, and low-carbon technology exploration, leading to a multi-dimensional technical consensus [6]. Group 4: Impact and Participation - The successful forum established an efficient communication platform for the research, standardization, and application of new coal power technologies, driving the transformation of the coal power industry [7]. - Over 70 representatives from power companies, research institutions, and equipment manufacturers participated in the forum [7].
中国电力(2380.HK):水电整合落地在即 未来业绩稳定性增强
Ge Long Hui· 2025-09-19 04:10
Core Viewpoint - The company is expected to enhance its performance stability in the future due to the imminent integration of hydropower assets, despite facing short-term challenges from fluctuating water inflow and market electricity prices [1][3]. Financial Performance - In the first half of 2025, the company's total revenue was 23.86 billion RMB, a year-on-year decrease of 9.9%, while EBITDA reached 15.5 billion RMB, an increase of 5.6%. The profit attributable to equity holders was 2.84 billion RMB, up 1.2% year-on-year [1]. - The profit breakdown by segment includes 0.92 billion RMB from thermal power, 0.37 billion RMB from hydropower, 1.32 billion RMB from wind power, and 0.45 billion RMB from solar power. The net profit attributable to ordinary shareholders was 2.59 billion RMB, reflecting a 0.7% year-on-year increase [1]. Operational Performance - The decline in coal power sales was primarily due to the impact of the exit of Pingwei Power Plant, although the average fuel cost decreased by 14.4% year-on-year, resulting in positive profit growth [2]. - Wind power performance improved with an average utilization hour increase of 56 hours to 1,122 hours, aided by contributions from offshore wind projects. However, solar power sales and profits decreased due to reduced average grid prices from market transactions [2]. - Hydropower faced challenges with a year-on-year decrease in rainfall, leading to a reduction in utilization hours by 434 hours to 1,387 hours, which negatively impacted revenue and profits [2]. - The company's installed capacity reached 53.9 GW by the end of the first half of 2025, a year-on-year increase of 11.6%, with clean energy accounting for 81.8% of the total [2]. Asset Integration - The company is undergoing a business restructuring to clarify the positioning of its listed subsidiaries, with plans to inject hydropower assets into Yuanda Environmental Protection, which will focus on hydropower operations. This move is expected to significantly enhance the company's profits [3]. - The company maintains a target price of 4.73 HKD with a buy rating, anticipating improved earnings stability from balanced development across various power generation forms despite short-term market fluctuations [3]. - Revenue projections for 2025-2027 are adjusted to 50.6 billion RMB, 53.4 billion RMB, and 56.3 billion RMB, with net profits for ordinary shareholders estimated at 3.9 billion RMB, 4.3 billion RMB, and 4.6 billion RMB respectively [3].
电投产融跌2.14%,成交额2.93亿元,主力资金净流出5511.59万元
Xin Lang Cai Jing· 2025-09-18 06:07
Core Viewpoint - The stock of State Power Investment Corporation Financial Holdings Co., Ltd. (电投产融) has experienced fluctuations, with a recent decline of 2.14% on September 18, 2023, and a total market capitalization of 36.876 billion yuan [1]. Group 1: Stock Performance - Year-to-date, the stock price has increased by 11.18%, with a recent 5-day increase of 1.33%, a 20-day decline of 2.14%, and a 60-day increase of 1.02% [2]. - The stock has appeared on the "龙虎榜" (a trading list for stocks with significant trading activity) four times this year, with the latest appearance on May 13, 2023, where it recorded a net purchase of 145 million yuan [2]. Group 2: Financial Performance - As of June 30, 2023, the company reported a revenue of 2.665 billion yuan for the first half of 2023, a year-on-year decrease of 3.76%, and a net profit attributable to shareholders of 459 million yuan, down 13.41% year-on-year [3]. - Cumulative cash dividends since the company's A-share listing amount to 1.987 billion yuan, with 1.357 billion yuan distributed over the past three years [4]. Group 3: Shareholder Information - As of June 30, 2023, the number of shareholders decreased by 10.08% to 143,000, while the average circulating shares per person increased by 11.21% to 37,652 shares [3]. - The top ten circulating shareholders include Southern CSI 500 ETF, holding 24.0397 million shares, an increase of 3.1971 million shares compared to the previous period [4].
皖能电力:目前公司煤电机组所在省份未有实质性新能源机制电价申报工作开展
Zheng Quan Ri Bao Wang· 2025-09-17 09:41
Core Viewpoint - The company, Waneng Power (000543), announced on September 17 that there has been no substantial development regarding the new energy mechanism pricing application in the provinces where its coal-fired power units are located, and no relevant data analysis is currently available [1] Company Summary - Waneng Power has indicated that there are no ongoing efforts to establish a new energy pricing mechanism in its operational provinces [1] - The company has not provided any data analysis related to the new energy pricing mechanism [1]
中国电力(02380.HK):煤价下滑带动火电盈利改善 水电资产整合稳步推进
Ge Long Hui· 2025-09-15 20:10
Group 1 - The company reported a mid-year performance for 2025, achieving a revenue of 23.858 billion yuan, a year-on-year decrease of 9.87%, while the profit attributable to ordinary shareholders was 2.587 billion yuan, a year-on-year increase of 0.65% [1] - The thermal power segment benefited from a decline in coal prices, with the average coal price in Qinhuangdao at approximately 676 yuan/ton, down about 199 yuan/ton year-on-year, leading to a net profit of 1.428 billion yuan, an increase of 28.89% [1] - The hydropower segment faced challenges due to reduced rainfall, resulting in a decrease in utilization hours and a net profit of 0.55 billion yuan, down 28.20% year-on-year [1] Group 2 - The company’s installed capacity reached 53.9406 million kilowatts by mid-2025, with clean energy capacity at 44.1206 million kilowatts, accounting for 81.79% of the total, an increase of 4.72 percentage points year-on-year [2] - Wind and solar power generation saw significant increases in sales volume, with wind power at 16.685 billion kWh (up 26.90%) and solar power at 12.970 billion kWh (up 9.63%) [2] - However, the average on-grid prices for wind and solar power decreased, leading to net profits of 2.124 billion yuan (up 8.36%) for wind and 0.716 billion yuan (down 36.90%) for solar [2] Group 3 - The company is actively integrating hydropower assets to establish a clean energy flagship platform, with a restructuring plan approved by shareholders and accepted by the Shanghai Stock Exchange [3] - The restructuring involves the acquisition of shares in Yuanda Environmental Protection in exchange for stakes in the company’s subsidiaries, enhancing its position as a comprehensive clean energy platform [3] - Profit forecasts have been adjusted, with expected net profits for 2025 and 2026 at 4.081 billion yuan and 4.463 billion yuan, representing year-on-year growth of 21.31% and 9.36%, respectively [3]
绿色和平组织-煤电行业迈向“十五五”煤电何去何从:转型路径与多元机制研究-250914
Xin Lang Cai Jing· 2025-09-14 04:33
Group 1 - The core viewpoint emphasizes the significant role of the electricity sector in China's "dual carbon" goals during the 14th Five-Year Plan, highlighting the need for transformation and enhancement of power supply reliability and system flexibility [1] - By mid-2025, China's installed capacity of wind and solar power is expected to reach 1.67 billion kilowatts, surpassing the historical scale of 1.47 billion kilowatts of thermal power, indicating a substantial shift towards renewable energy [1] - The rapid growth in installed capacity has led to a significant increase in power generation, with a total of 247 billion kilowatt-hours added in the first half of 2025, exceeding the overall increase in electricity consumption [1] Group 2 - The explosive growth of renewable energy has created a mismatch with the existing power system, leading to structural adaptation gaps that need to be addressed [2] - The average utilization rates for wind and solar power dropped to 93.2% and 94% respectively in the first half of 2025, reflecting the challenges in accommodating the rapid deployment of renewable energy [2] - Coal power remains a key flexible resource in the current power system, and its transformation will be crucial in bridging the adaptation gap for a high-proportion renewable energy system [2] Group 3 - The report utilizes a comprehensive resource strategic planning model to assess the low-carbon transition goals for China's electricity sector from 2025 to 2035, proposing four development scenarios for coal power [3] - The design of coal power transition pathways aims to align with national electricity supply and demand dynamics while supporting high-proportion renewable energy system regulation needs [3] - The report seeks to provide recommendations for the green low-carbon transition of the electricity system in the upcoming 15th Five-Year Plan, focusing on the dual carbon objectives [3]
国泰海通|煤炭:从全球视角看电力供需,煤电仍是压舱石
国泰海通证券研究· 2025-09-12 08:52
Group 1 - The core viewpoint is that the frequent global electricity shortages are primarily due to the rapid growth in electricity demand, while the supply-side structural bottlenecks have not been effectively resolved. Traditional energy generation, represented by coal power, remains a stabilizing force in the global electricity system in the medium to long term [1][4]. Group 2 - Global electricity demand is experiencing a significant increase, with a projected growth rate of 4.4% in 2024, outpacing global GDP growth of 2.9%. This growth is driven by three main factors: deep electrification in the industrial sector, rapid expansion of data centers driven by artificial intelligence, and increased extreme weather events due to global climate change [2][3]. Group 3 - The supply-side structural bottlenecks are becoming more pronounced as electricity demand accelerates. Despite significant investments in renewable energy, the intermittent and unstable nature of sources like wind and solar power has not provided a stable support for electricity demand. Issues such as aging grid infrastructure and inadequate energy storage systems hinder the effective absorption and utilization of new clean energy [3][4]. Group 4 - Coal power is being reconsidered as a crucial component of the global electricity system to address the increasing electricity supply gap. The U.S. is expected to restart coal power by 2025, marking a significant shift in energy development strategies among developed countries. The EIA forecasts a 6% increase in U.S. coal consumption in 2025, indicating a potential shift in energy policy as developed nations seek stable power sources to support rapid technological advancements and respond to extreme weather challenges [4].