Core Insights - Leshan Electric Power reported a revenue of 1.623 billion yuan for the first half of 2025, representing a year-on-year growth of 1.94% [1] - The net profit attributable to shareholders was 7.9031 million yuan, with a non-recurring net profit of 6.27 million yuan, showing a significant increase of 66.35% year-on-year [1] Traditional Business Performance - The company achieved a power generation of 24,575 million kWh and a sales volume of 228,743 million kWh during the reporting period [1] - Gas sales reached 9,190 million cubic meters, while water sales amounted to 3,084 million cubic meters, indicating stable performance across various business segments [1] Emerging Business Developments - The company successfully launched the 100MW/200MWh electrochemical energy storage project in Longquanyi District in July 2025, which is now undergoing network testing before commercial operation [2] - The company’s subsidiary, LeDian New Energy, won a bid for a 100MW/200MWh independent energy storage project in Chengdu, with a total of 8 user-side projects and 4 district-side projects currently in operation [2] - A "solar charging integration" demonstration project was completed in May 2025, featuring a total photovoltaic area of 1,469 square meters and an installed capacity of 205.7 kW, expected to generate approximately 160,000 kWh annually [2] Virtual Power Plant and Financial Adjustments - Leshan Electric Power's virtual power plant was integrated into the new load management system in June 2025, becoming the first in Leshan and one of the first in the province [3] - The platform has successfully aggregated a capacity of 526,200 kVA and an adjustable capacity of 142,500 kW from various entities [3] - The company plans to use surplus reserves and capital reserves to offset accumulated losses due to historical bankruptcies of subsidiaries, aiming to improve financial conditions and enhance investor returns [3]

8月2 6日，贵州省住房和城乡建设厅发布《关于加强电化学储能电站消防设计审查验收管 理工作的通知(征求意见稿)》， 规定330kV及以上的电化学储能电站为特殊建设工程， 未经消防验收禁止投用。额定容量1 0 0MW·h及以上的电化学储能电站抽查比例不应低于 5 0%， 通知原文如下： 文 | 贵州省住房和城乡建设厅 | CXIS | 贵州省住房和城乡建设厅 U Z | O | | | 叶酸水酸酸人類味 | | | --- | --- | --- | --- | --- | --- | --- | | 首 页 建设资讯 | | 政务公开 | 公众参与 | 在线服务 | 政府数据 | 专题专栏 | | ♀ 您当前所在位置:首页 » 建设资讯 » 公告公示 » 其他 | | | | | | | | 关于《关于加强电化学储能电站消防设计审查验收管理工作的通知（征求意见稿）》公开征求意见的通知 | 日期：2025-08-25 17:21 来源：贵州曾住房和城乡建设厅 浏览次数：139次 字号: [ 小 中 大 ] [我要打印] [关闭 视力保护色： | | | | | 2 93 6 | 关于《关于加强电化学储能电站消防 ...

Core Insights - Chengdu has launched a new energy storage project aimed at enhancing the provincial power grid by establishing a comprehensive supply chain for new energy storage [2] - The project includes a detailed supply list of 26 key enterprises in the new energy storage industry, covering technologies, products, and services [2] - The first independent energy storage project in Chengdu, a 100MW/200MWh electrochemical storage power station, has been successfully constructed and is operational [2] Industry Developments - The 100MW/200MWh energy storage station can store 200,000 kWh of electricity, theoretically meeting the peak demand of 50,000 households for 2 hours [2] - This project is expected to significantly improve grid regulation capabilities and enhance the consumption of renewable energy [2] - The project serves as a benchmark for the large-scale and commercial development of energy storage in the province [2] Project Achievements - The first phase of the project took only 3 months from construction to grid connection, marking it as the first operational commercial user-side energy storage project in the province [4] - The project utilizes a "two charge, two discharge" operation model and an intelligent energy management system, achieving an average daily flexible dispatch of 20,000 kWh [4] - It is projected that the annual charging and discharging volume will reach between 5.5 million to 6 million kWh, saving nearly 1 million yuan in electricity costs for enterprises each year [4] Business Collaborations - The event facilitated the signing of 6 user-side energy storage projects in Chengdu, involving 8 enterprises on both supply and demand sides, with a total investment of 150 million yuan [4] - Notably, the New Jin District has successfully fostered collaborations between supply-side enterprises and user-side companies, enhancing the efficiency of the energy storage supply chain [4]

Core Viewpoint - Leshan Electric Power Co., Ltd. has made significant progress in its energy storage projects, with two major 100MW/200MWh electrochemical energy storage stations being included in the Sichuan provincial grid-side new energy storage project list for 2025 [1][2]. Group 1: Project Developments - The Chengdu Qingshan District 100MW/200MWh electrochemical energy storage station project has been officially included in the Sichuan provincial grid-side new energy storage project list for 2025 [1]. - The company completed a simplified procedure for issuing A-shares on February 20, 2025, raising a net amount of 198.13 million yuan for the construction of the Longquanyi District 100MW/200MWh electrochemical energy storage station [1]. Group 2: Operational Impact - The project is expected to undergo network testing after commissioning, with commercial operation anticipated to begin in approximately three months [2]. - The impact of the project on the company's 2025 operating performance cannot be accurately measured at this time, with final figures to be determined in the audited annual financial report [2].

Core Viewpoint - The Sichuan Provincial Development and Reform Commission has released a list of new energy storage projects for the year 2025, totaling a capacity of 3.02 GW and 8.24 GWh, with various technologies involved [1][3]. Summary by Sections Project Overview - A total of 27 new energy storage projects have been announced, with a combined capacity of 3.02 GW and 8.24 GWh [1]. - The technologies included in these projects are compressed air storage, new solid-state batteries, supercapacitors, lithium iron phosphate, sodium-ion, all-vanadium flow storage, and titanium acid lithium [1]. Project Implementation Guidelines - Local development and reform commissions and energy authorities are instructed to guide and coordinate the construction of these projects [3]. - Project owners are encouraged to expedite implementation based on market principles, and projects that do not commence within one year will be removed from the list [3]. - Emphasis is placed on safety responsibilities and compliance with safety and fire management requirements during construction and operation [3]. Detailed Project List - The project list includes various projects such as: - Longquanyi District: 100 MW/200 MWh centralized storage [5]. - Shudao Clean Energy Group: 300 MW/2400 MWh compressed air storage [5]. - Huaneng Jingshun: 200 MW/400 MWh new energy storage [5]. - Multiple projects across Chengdu, Yibin, and other regions, with capacities generally around 100 MW/200 MWh [5][6]. Related Information - Additional information regarding the operational revenue calculation for user-side new energy storage in Sichuan has been published [7].

Core Viewpoint - The National Energy Administration has released a series of key industry standards aimed at ensuring energy security and promoting green low-carbon transformation, as well as the development of new technologies, industries, and business models [1] Group 1: Leading Development of New Energy Technologies, Industries, and Business Models - The "Distributed Phase Shifting Device Grid Connection Technical Specifications" standardizes the grid connection design and testing for distributed phase shifting devices, supporting the development and safe operation of large-scale renewable energy bases [2] - The "Multi-Energy Complementary Project Economic Evaluation Specification" provides a unified economic evaluation framework for multi-energy complementary projects, enhancing decision-making and evaluation consistency [2] - The "Electrochemical Energy Storage Station Grid Connection Acceptance Technical Specifications" standardizes the acceptance procedures for electrochemical energy storage stations, improving safety and stability during operation [3] - The "Compressed Air Energy Storage Station Underground Gas Storage Design Specifications" fills a technical standard gap for underground gas storage in compressed air energy storage stations, crucial for design and construction [3] - The "Compressed Air Energy Storage Station Design Specifications" enhances the design standardization and equipment compatibility for non-combustion compressed air energy storage stations, reducing investment risks [3] - The "5G Communication System Communication Terminal for Coal Mines" ensures the quality and performance of communication terminals, promoting the application of 5G technology in the coal mining industry [4] - The "Underground Inspection Robot for Coal Mines" provides guidelines for the production and inspection of inspection robots, enhancing safety and efficiency in coal mine operations [5] Group 2: Promoting Research and Application of Major Energy Technology Equipment - The "General Technical Conditions for Small Wind Turbine Generating Units" standardizes technical requirements for small wind turbines, improving product quality [6] - The "Direct Current Output Wind Turbine Generating Units" establishes technical requirements for direct current output wind turbines, enhancing product reliability and performance [6] - The "Technical Specifications for 1000kV Boost Transformers for Power Plants" improves transformer technology levels and promotes reliable operation through updated engineering application experiences [7] - The "Technical Conditions for High Mining Hydraulic Supports" provides technical support for the design and inspection of hydraulic supports in coal mining, enhancing operational safety [7] Group 3: Standardizing Energy Engineering Technical Management Requirements - The "Quality Evaluation Specification for Household Photovoltaic Power Generation Systems" offers a basis for quality evaluation, promoting improvements in household photovoltaic project quality [8] - The "Heating Technology Specifications for Pressurized Water Reactor Nuclear Power Units" fills a gap in design and technical specifications for nuclear power heating systems [8] - The "General Requirements for Port Shore Power System Construction" standardizes the construction and operation of port shore power systems, facilitating effective implementation [9] - The "General Technical Conditions for Hydraulic Drilling Rigs in Coal Mines" enhances safety and efficiency in coal mining operations through standardized design and inspection [9] - The "General Technical Conditions for Pneumatic Drilling Machines in Coal Mines" promotes safety and standardization in the design and manufacturing of pneumatic drilling machines [10] - The "Energy Efficiency Limits and Levels for Explosion-Proof Three-Phase Asynchronous Motors in Coal Mines" supports energy-saving and emission reduction goals in the coal mining sector [10] - The "Design and Construction Specifications for Hydraulic Fracturing in Coal Seam" provides guidelines for safe and efficient gas extraction in coal mines [11]

Group 1: Development of New Energy Technologies, Industries, and Business Models - The National Energy Administration has released key industry standards to ensure energy security and promote green low-carbon transformation, focusing on the development of new technologies, industries, and business models [1] - The "Distributed Phase Shifting Device Grid Connection Technical Specifications" standardizes the grid connection design and testing for distributed phase shifting devices, supporting the development and safe operation of large-scale renewable energy bases [2] - The "Multi-Energy Complementary Project Economic Evaluation Specification" provides a unified economic evaluation framework for multi-energy complementary projects, enhancing decision-making and improving consistency and accuracy in economic evaluations [2] - The "Electrochemical Energy Storage Station Grid Connection Acceptance Technical Specifications" standardizes the acceptance procedures for electrochemical energy storage stations, improving safety and stability during operation [3] - The "Compressed Air Energy Storage Station Underground Gas Storage Design Specification" fills a gap in domestic standards for underground gas storage in compressed air energy storage stations, ensuring proper design and construction [3] - The "Compressed Air Energy Storage Station Design Specification" enhances the standardization of design and equipment compatibility for compressed air energy storage stations, reducing investment risks [3] Group 2: Promotion of Major Energy Equipment Research and Application - The "General Technical Conditions for Small Wind Turbine Generating Units" standardizes technical requirements for small wind turbines, improving product quality [6] - The "Direct Current Output Wind Turbine Generating Units" specification enhances the quality and reliability of direct current wind turbine generators by setting comprehensive technical requirements [6] - The "Technical Specifications for 1000kV Boost Transformers for Power Plants" improves transformer technology levels and promotes reliable operation by incorporating engineering application experiences [7] - The "Technical Conditions for High Mining Hydraulic Supports" provides technical support and guidance for the design and inspection of hydraulic supports used in coal mining [7] Group 3: Standardization of Energy Engineering Technical Management Requirements - The "Quality Evaluation Specification for Household Photovoltaic Power Generation Systems" establishes a basis for quality evaluation of household photovoltaic systems, promoting quality improvement [8] - The "Heating Technology Specification for Pressurized Water Reactor Nuclear Power Units" fills a gap in technical specifications for heating design in nuclear power units [8] - The "General Requirements for Port Shore Power System Construction" standardizes the construction and operation of port shore power systems, facilitating implementation and maintenance [8] - The "General Technical Conditions for Hydraulic Drilling Rigs in Coal Mines" enhances safety and efficiency in coal mining operations by standardizing the design and inspection of hydraulic drilling rigs [9] - The "General Technical Conditions for Pneumatic Drilling Machines in Coal Mines" improves safety performance and standardizes product classifications for pneumatic drilling machines [10] - The "Energy Efficiency Limits and Levels for Explosion-Proof Three-Phase Asynchronous Motors in Coal Mines" promotes technological innovation and supports energy-saving goals in the coal mining industry [10] - The "Design and Construction Specifications for Hydraulic Fracturing in Coal Seam" provides guidelines for the design and construction of hydraulic fracturing, enhancing gas extraction efficiency and safety [10]

Core Viewpoint - The recent approval of the 500 MW/1000 MWh shared energy storage project by Longyuan Power's Guangxi company marks a significant step in enhancing clean energy storage capabilities in the region [1] Group 1: Project Details - The energy storage station is located in Beiliu City, Yulin, Guangxi, with a planned capacity of 500 MW and an area of approximately 100 acres [1] - The project will utilize lithium iron phosphate batteries and will be equipped with 100 energy storage units, each consisting of a battery unit and a PCS boosting unit [1] Group 2: Environmental Impact - Once operational, the facility can store 1 million kWh of clean electricity per charge, with an expected annual charge and discharge cycle of no less than 250 times [1] - The annual charge and discharge volume is projected to be around 250 million kWh, which will reduce standard coal consumption by approximately 75,000 tons and decrease carbon dioxide emissions by about 195,000 tons compared to equivalent thermal power plants [1]

Core Viewpoint - The article discusses the successful bid for a 300MW/1200MWh independent energy storage project in Wuwei City, Gansu Province, highlighting the project's specifications, financial details, and construction timeline [1][2][3]. Group 1: Project Details - The project is located in the Jiuduntan Photovoltaic Sand Control Demonstration Park, approximately 52 km from the center of Wuwei City, with convenient transportation access [2]. - The energy storage station will consist of 60 lithium iron phosphate storage units connected via cable T-junctions to a newly built 330 kV booster station [2]. - The total bid amount for the project is approximately 1.26 billion yuan, with a unit price of 1.05 yuan per watt-hour [2]. Group 2: Construction Timeline - The planned start date for construction is June 2025, with a total construction period of 240 calendar days [3]. - The project will be executed under an EPC (Engineering, Procurement, and Construction) contract, where the contractor is responsible for all aspects from initial design to project completion and acceptance [3]. Group 3: Related Projects - The article references other energy storage projects, including a 200MW/800MWh project in Inner Mongolia and a 320MW/640.2MWh project in Shandong, indicating a growing trend in energy storage capacity [4].

Core Viewpoint - Leshan Electric Power has experienced a significant stock price increase, attributed to its strategic shift towards energy storage and the successful completion of a new energy storage project [1][2][5] Group 1: Stock Performance - Leshan Electric Power's stock price rose from just over 7 yuan to a peak of 18 yuan, marking an increase of over 130% [1][5] - Institutional investors reported a floating profit exceeding 60 million yuan due to this stock price surge [1][5] Group 2: Strategic Transformation - The company's stock price increase is closely linked to its transition into energy storage, particularly through the establishment of a 100MW/200MWh energy storage project in Longquanyi District [2][6] - This project has been selected as a pilot demonstration project for new energy storage in Sichuan and is expected to commence production in the summer [2][14] Group 3: Institutional Investment - Institutional investors, such as Xi'an Lihua Investment Management Co., entered the company through a directed issuance at a price of 5.01 yuan, acquiring 5.988 million shares for a total of 30 million yuan [5][6] - The lock-up period for these shares will expire on August 20 of this year, potentially impacting future trading dynamics [5][6] Group 4: Business Operations - Leshan Electric Power has historically focused on local utilities, with 91.52% of its revenue coming from the Leshan area, primarily in water, electricity, and gas services [9][13] - The company is cautious about expanding beyond Sichuan, emphasizing a careful approach to its transformation and potential future growth [15][16] Group 5: Future Prospects - The company aims to transition its energy storage initiatives from the investment phase to a phase where tangible results can be observed [16] - Leshan Electric Power is exploring the integration of virtual power plants and artificial intelligence in energy management, although these initiatives are not directly related to AI computing power [18]