11月18日，继南网能源（003035）、南网科技、南网储能（600995）后，南方电网培育的第4家上市企 业——南方电网数字电网研究院股份有限公司在深圳证券交易所正式挂牌上市。这是南方电网加快融入 资本市场的又一重大突破，也标志着南方电网全面数字化智能化转型进入了新的发展阶段。 战略引领，锚定科产融合发展航向 孟振平表示，南方电网公司将深入贯彻落实数字中国、能源强国战略部署，进一步做强做优做大数字电 网产业生态，更好服务支撑能源电力产业智能化、绿色化、融合化转型升级，加快塑造能源电力生产力 新质态。接下来，将全力支持南网数字高质量发展，将其打造成为数字电网领域的龙头上市公司，以优 秀业绩回报广大投资者和社会各界。 "十四五"以来，南网数字充分发挥央企科技创新、产业引领、安全支撑作用，以"云-管-边-端-芯"贯通 协同的核心技术和能力，打造全场景、全环节产品体系，构建电网数字化、企业数字化和数字基础设施 三大业务体系，为电力客户提供安全、高效的数字化建设整体解决方案，并凭借深厚的技术积累和实践 经验，逐步拓展交通、水务燃气、政务公安、智慧城市等领域。 科技赋能，铸就数字电网硬核成果 在关键核心技术攻关方面，南 ...

Core Viewpoint - The successful listing of Southern Power Grid Digital Research Institute Co., Ltd. marks a significant step in the company's digital transformation and integration into the capital market, highlighting the importance of digital power grids in China's energy transition [1][6][7] Group 1: Company Overview - Southern Power Grid Digital Research Institute, the fourth listed company cultivated by Southern Power Grid, officially listed on the Shenzhen Stock Exchange on November 18 [1] - The company aims to become a leading player in the digital power grid sector, supporting the intelligent, green, and integrated transformation of the energy and power industry [2][3] Group 2: Strategic Goals - The company will focus on implementing the strategies of Digital China and Energy Power Nation, enhancing the digital power grid industry ecosystem to better support the energy sector's transformation [2] - The goal is to create a new quality of energy production capacity through digitalization and innovation [2] Group 3: Technological Achievements - Southern Power Grid Digital has made significant advancements in core technologies, including the development of a unified IoT operating system for the power industry and a large-scale domestic digital system [4] - The company has established national-level platforms and has been recognized as a model enterprise for scientific reform by the State-owned Assets Supervision and Administration Commission [4][5] Group 4: Market Position and Future Plans - The rapid listing process, completed in just 145 days, reflects the company's strong compliance and operational foundation, as well as the capital market's support for technology-driven enterprises [6][7] - The company plans to enhance its governance, strengthen its core position in technological innovation, and expand into cutting-edge technology fields such as artificial intelligence and quantum sensing [7]

中国南方电网有限责任公司（以下简称"南方电网"）董事长、党组书记孟振平表示，南方电网将深入贯彻落实数字中国、 能源强国战略部署，进一步做强做优做大数字电网产业生态，更好服务支撑能源电力产业智能化、绿色化、融合化转型升级， 加快塑造能源电力生产力新质态。接下来，将全力支持南网数字高质量发展，将其打造成为数字电网领域的龙头上市公司，以 优秀业绩回报广大投资者和社会各界。 当前，我国电力能源系统正处于绿色低碳转型的关键阶段。"十五五"规划建议明确提出"加快建设新型能源体系、建成统 一电力市场"。 2019年，南方电网率先提出"数字电网"理念，同年7月成立全球首家数字电网研究院，即南方电网数字电网研究院股份有 限公司。南网数字践行南方电网数字化转型战略支援部队和数字电网建设主力军的战略使命，打造数字电网关键载体，以数字 化绿色化协同促进新型能源体系和新型电力系统建设。 本报讯 （记者王镜茹）11月18日，南方电网数字电网研究院股份有限公司（以下简称"南网数字"）在深圳证券交易所正式 挂牌上市。 南网数字的成功上市，彰显了资本市场对数字电网发展前景的高度认可，为构建安全、智能、绿色的新型电力系统注入强 劲动能，打造了南 ...

Core Viewpoint - The sixth International Forum on New Power Systems and the 21st International Technology Forum of China Southern Power Grid was held, showcasing the achievements and innovations in the construction of new power systems during the 14th Five-Year Plan period [1] Group 1: Achievements in New Power System Construction - China Southern Power Grid has built the world's largest AC-DC interconnected grid, with cumulative electricity transmission exceeding 950 billion kilowatt-hours [1] - The reliability of power supply in the Guangdong-Hong Kong-Macao Greater Bay Area has reached world-class levels [1] - The number of registered market participants in the electricity trading market has surpassed 220,000, accounting for one-fourth of the national total, with over 70% of electricity traded through market mechanisms [1] - The ultra-high voltage transmission technology is internationally leading, with the Kunliulong DC project achieving 19 world-first power technology milestones [1] Group 2: Green Energy Supply and Efficiency - The digitalization efforts have improved the management of renewable energy, with short-term forecasting accuracy for wind and solar power reaching 88% and 93%, respectively [2] - Non-fossil energy generation in five provinces has reached 66% of installed capacity and 56% of total generation, placing it among the leading grids globally [2] - The installed capacity of renewable energy has exceeded 257 million kilowatts, a 3.5-fold increase since 2020 [2] - The capacity for electricity transmission from the west to the east has surpassed 58 million kilowatts, with over 80% of the transmitted electricity being clean energy [2] Group 3: Energy Transition and Consumer Benefits - Since the 14th Five-Year Plan, electricity substitution has exceeded 240 billion kilowatt-hours, with electricity accounting for 34% of total energy consumption, 5 percentage points higher than the national average [3] - Over 100,000 charging piles have been installed across urban and rural areas, achieving full coverage in the Guangdong-Hong Kong-Macao Greater Bay Area [3] - The green electricity trading volume is expected to reach 250 billion kilowatt-hours by 2025, surpassing the total of the previous three years [3] Group 4: Collaborative Development of Power Systems - The new power system construction emphasizes collaboration among generation, grid, load, and storage [4] - The installed capacity of pumped storage and new energy storage has exceeded 10 million kilowatts each, with demand-side response levels reaching 7.6% [5] Group 5: Mechanism Innovation and Market Efficiency - New mechanisms have been established for shared storage leasing and auxiliary services, enhancing resource allocation efficiency [6] - The virtual power plant model in Shenzhen exemplifies the integration of electric vehicles as mobile storage, achieving a controllable load of 1.1 million kilowatts [6] Group 6: Technological Innovation and Digital Transformation - The company has implemented advanced technologies for grid management, achieving significant improvements in operational efficiency and safety [7][8] - The digital grid construction is progressing steadily, with the establishment of an AI alliance and the release of national standards [9] - The integration of digital supply chains is driving the development of new business models within the industry [10] Group 7: Commitment to Sustainable Development - The company expresses its commitment to collaborating with various stakeholders to contribute to global sustainable energy development [11]

Core Viewpoint - The article emphasizes the importance of energy transition in achieving China's dual carbon goals, highlighting the role of new power systems and clean energy initiatives in driving economic and social development towards a green transformation [1][8]. Group 1: New Power System Development - The Southern Power Grid has released a white paper detailing its achievements and innovations in building a new power system during the 14th Five-Year Plan period, focusing on digitalization and green collaboration [1][2]. - Non-fossil energy installations and generation in the Southern region have reached 66% and 56% respectively, establishing a leading position comparable to global standards [2]. - The installed capacity of renewable energy has surpassed 250 million kilowatts, which is approximately 4.5 times that of 2020, making it the primary energy source in five provinces [2]. Group 2: Infrastructure and Transmission - The Southern region has established a robust transmission network with a capacity exceeding 58 million kilowatts, facilitating the transfer of over 80% of clean electricity from the west to the east [3]. - Key projects such as the ±800 kV UHVDC project from Eastern Tibet to the Guangdong-Hong Kong-Macao Greater Bay Area are underway, enhancing the region's clean energy transmission capabilities [3]. Group 3: Consumption and Energy Efficiency - During the 14th Five-Year Plan, electricity substitution in the Southern region has exceeded 240 billion kilowatt-hours, with electricity accounting for 34% of total energy consumption [3][4]. - The Southern Power Grid has installed over 100,000 charging stations, achieving full coverage in towns and counties within the Greater Bay Area [4]. Group 4: Technological Innovations - The Southern Power Grid has implemented a new operation and maintenance model utilizing drones and intelligent systems, achieving a 99.5% unmanned operation rate for substations [6]. - The grid has developed a new power load management system, integrating controllable loads to enhance flexibility and responsiveness in energy consumption [5][6]. Group 5: Future Outlook - The Southern Power Grid aims to continue building a clean, low-carbon, safe, and efficient new power system over the next five years, focusing on renewable energy supply and digital transformation [8].

Core Insights - The integration of digital and energy revolutions is driving a significant increase in demand for computing power, with projections indicating an average annual growth rate of around 20% in China's data center electricity consumption from 2024 to 2030, outpacing the overall electricity consumption growth rate [1] Group 1: Industry Developments - The 2025 China International Big Data Industry Expo highlighted discussions on promoting the collaborative development of electricity and carbon computing [1] - The Deputy Director of the National Data Bureau emphasized that electricity supply is a critical factor influencing computing power development, and the scale of computing power directly affects data processing efficiency [1] - The rapid advancement of AI is leading to an explosive growth in computing power demand, necessitating the establishment of a new infrastructure that integrates data, computing, networks, and energy [1] Group 2: Southern Power Grid's Innovations - Southern Power Grid showcased its developed Electric-Carbon-Computing Collaborative Operation System, which is based on power infrastructure and promotes the economic and green flow of computing resources [2] - The system features three core capabilities: real-time monitoring of power consumption, dynamic scheduling to reduce operational costs by over 10%, and nationwide collaboration to connect computing resources with the integrated national computing network [2] - The system aims to break down information barriers between electricity, computing power, and carbon emissions, achieving precise matching and efficient scheduling [2] Group 3: Practical Applications and Future Outlook - The Electric-Carbon-Computing Collaborative Operation System has shown initial success, with a case where a computing task was migrated to a data center, resulting in a 10% reduction in overall computing costs and the consumption of 113.4 kWh of green electricity [3] - The flexibility of computing power scheduling is identified as a crucial foundation for collaborative operations, requiring solutions for application, data, and model coordination [3] - Future expectations include making the use of computing resources as convenient and quantifiable as water and electricity, necessitating the establishment of a precise measurement system for computing power [3]

Group 1 - The first electric-carbon computing collaborative operation system in China has been launched for trial operation, enabling real-time linkage and optimized scheduling of electricity, computing power, and carbon emissions, which will help data centers save energy and reduce carbon emissions while lowering costs and increasing efficiency [1] - The system integrates "power grid, computing network, and communication network," allowing for automatic scheduling of computing tasks to western regions with cheaper electricity prices and utilizing green electricity when renewable energy generation is abundant [1] Group 2 - It is projected that by 2030, China's computing power energy consumption will reach 480 billion kWh, with carbon emissions exceeding 20 million tons. A reduction of 0.1 yuan in comprehensive electricity costs for computing power could save the computing industry 48 billion yuan annually [3] - Increasing the use of green electricity by 1% could reduce carbon emissions by approximately 2 million tons per year, equivalent to planting 110 million trees [3]

Core Viewpoint - The launch of China's first electric-carbon computing collaborative operation system aims to optimize the real-time interaction between electricity, computing power, and carbon emissions, contributing to energy saving and carbon reduction in data centers [1][3]. Group 1: System Functionality - The electric-carbon computing collaborative operation system integrates "power grid, computing network, and communication network" to enhance operational efficiency [1]. - The system automatically schedules computing tasks to western regions when cheaper electricity prices are available, and utilizes green energy when renewable energy generation is abundant [1]. Group 2: Industry Impact - By 2030, China's computing power energy consumption is expected to reach 4,800 billion kWh, with carbon emissions exceeding 200 million tons [3]. - A reduction of 0.1 yuan in comprehensive electricity costs for computing power could save the industry 48 billion yuan annually, benefiting end users [3]. - Increasing the use of green electricity by 1% could reduce carbon emissions by approximately 2 million tons per year, equivalent to planting 110 million trees [3].